CFO / COO Achievements:

• Increased retail company annual revenue from $4M to $181M growing from 4 to 71 locations through Brand Development & marketing initiatives, implemented of Total Quality Management (TQM) for business and personnel policies while developing the recruiting strategy for hiring and employee retention plans to reduce turnover from 80% to lower than 32% in a high turnover industry.

• Developed and implemented service company efficiency by integrating KPI’s, SLA’s, POS, ERP and CRM systems that led to a revenue increase from $32M to $50M increasing profit from $770k to $4 in the first year alone – the design received a Gartner Award.

• Designed, documented and integrated new technology operating systems and software to provide shared services with aggressive Lean Management initiatives supporting sales scripts and closing ratios to increase sales by 38% in the first year with same level of inbound calls while reducing support payrolls by 22%.

• Understand technology, manufacturing, intellectual property development and management. Developed strategic sales initiatives, processes and monitored/updated supervisory policies and procedures applicable to multiple vertical developments.

• Created Corporate Governance Board for two high growth retail and services companies

• Started, sourced all new business, and managed startup divisions of deal making teams of Underwriters, Auditors and Portfolio Managers producing revenue growth exceeding $100M per year in growth with annual ROI’s ranging from 22% to 30%.

• Managed and supported Treasury with collection forecasts, hedging & controls

• Heavy experience managing and cultivating relationships with investors, vendors, key clients and board members, particularly during challenging business cycles.

• Heavy negotiation experience with vendors, lenders, and governmental regulatory agencies.

• M&A Experience Includes Due Diligence, Term Negotiations, and Integrations

• Created and maintained custom web-based CRM system that set the compliance and regulatory standards for company.

• Developed, monitored, and trained staff in audit procedures and suitability.

• Led and or consulted on multiple business growth initiatives

• Managed HR, legal, customer support, suppliers, auditors, controller, planning and all daily aspects of the company’s financial management.

 Business Development Achievements:

• Averaged revenue production exceeding $100 million per year.

• Created and maintained custom web-based CRM system that set the compliance and regulatory standards for company.

• Built and maintained strong relationships with key clients and vendors.

• Developed/monitored/updated supervisory policies and procedures applicable to vertical development.

• Developed, monitored, and trained staff in audit procedures and suitability.

• Member of Chairman’s Club.