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GROWTH FOCUSED TECH SAVVY EXECUTIVE

Professional with more than 18 years of domestic/international experience designing multi-channel growth strategies, product commercialization plans, sales channel programs, integrated marketing campaigns and capital financing for early stage startups and multi-billion dollar brands in industries such as; advertising, automotive, aerospace, medical marijuana, medical devices, IT services and software, financial services and consumer electronics. Established high level C-Suite sales relationships.

Growth Track Record

Dec 2016Present

Managing Director - CEO, Interim COO

Highway Emerging Markets Portfolio [HEMP] Fund

Focus: $50M Fund Acquiring Real Estate and Legally Operating Cash Flowing Cannabis Companies 

Areas of Impact:

  • Developed the HEMP investment charter for high net worth investors and family offices looking to deploy capital with the right team targeting both plant and non-plant touching businesses in the highly lucrative cannabis industry. 
  • Recruited experienced team and investment advisor with hands on experience in operating cultivation, processing and dispensing operations and deploying capital to acquire businesses that offer consistently solid returns.

Results:

  • Leading our $50M fundraising initiative and vetting more than a dozen opportunities with significant scale and ROI potential.
Aug 2016Present

Interim COO

Prime Cannabliss, Inc.

Focus: Vertically integrated purveyors of the Highest Quality Cannabis Products to Emerging Markets

Areas of Impact:

  • Benchmarked medical and adult-use recreational markets and operators
  • Developed deep relationships with industry experts that include; prescribing physicianscaregivers, horticulturalists/growers, extraction engineers, compounding pharmacists, retail dispensary bud tenders, quality assurance experts, investment, community and agricultural banks, merchant processors, ERP software vendors and the legal and public policy professionals required to be successful in highly regulated markets.
  • Collaborated with scientists and medical professionals to study strain selections and various delivery forms to benefit patients with qualifying conditions.  
  • Formed vertically integrated Prime Cannabliss, Inc. with Finest Strains grow and cultivation, Cannabliss Remedies extraction, compounding and commercial grade kitchen capabilities and Equillibrium Cannabis retail dispensing focused on supporting patients with the finest grade cannabis products.

Results:

  • Led $9M fundraising initiative in preparation for licensure and build-out of cultivation, processing and retail dispensing operations.
Oct 2014Dec 2015

Advisor

KAM Specialties

Focus: Exotic raw materials, warehousing and material cutting

Areas of Impact:

  • Developed new revenue sources by expanding capabilities to include complete mechanical design engineering services, BoM configuration, complete structural CAE/FAE analysis 
  • Partnered to acquire 3D carbon fiber stitching, plastics and metal printing capabilities to support unique product requirements for aerospace, medical device and consumer electronics customers

Results:

  • Initiated multiple part production quoting opportunities from some of the company's biggest customers, including NASA, Motorola and others
Oct 2014Nov 2015

Advisor  

Intercomp USA

Focus: Independent electronic components distributor 

Areas of Impact:

  • Expanded beyond components brokering to include engineering and high margin component franchise lines
  • Built a team, starting with the advisory board, to help attract franchise partners and to cross-sell capabilities and components.
  • Built an integrated web-centric marketing campaign to increase our credibility with foreign and domestics OEMs in aerospace/military, consumer electronics and automotive industry segments.
  • Added high growth, high margin franchise lines to the handful of products in the portfolio 
  • Developed key metrics scorecard to gauge progress 

Results:

  • Protected client base in an effort to counter macro-economic trends and reduced risk of being dis-intermediated from the supply chain
  • Stabilized revenue and grew average margins from 26% to 32% with by instituting a "second look" quoting practice.
  • On-boarded several higher-margin franchise lines such as; connectors, potentiometers, sensors and power systems. 
Mar 2012May 2017

CEO/CMO

Advanced Working Capital

Focus: Working capital for America's small businesses
Area of Impact:

  • Led a $50M capital raise with private equity to become a direct lender to serve America's small business owners
  • Developed a recruiting and sales training program to staff an inside call center with funding specialists and outside sales partners
  • Designed a multi-tiered ISO and alternate sales channel program supported by mobile-friendly, web-centric marketing initiatives 
Oct 2013Oct 2014

Director of Development / Product Commercialization/CMO

2020 Vision, LLC 

Focus: Telemedicine refractive system for conducting remote eye exams

Areas of Impact:

  • Commercialized a revolutionary new remote eye exam system to serve 84% of the population that spurred an average savings of 66%
  • Designed the go-to-market strategy that positioned the chief medical officer as an industry thought leader on telemedicine 
  • Developed unique tools for selling, installing and quantifying the ROI for every licensed system installation
  • Led final beta system testing and worked with legal to secure unique CPT codes for reimbursement to increase patient usage

Results:

  • For licensees, nearly 100% increase in profits from telemedicine
  • For opticians, a 60% increase in sales of subscription eyeglasses 
Dec 2009Sep 2011

President & Chief Commercialization Officer

International Bancard 

Focus: Independent sales organization specializing in credit card payment processing, special financing and loyalty programs for businesses

Areas of Impact:

  • Instituted a volume-multiplying growth strategy to spike product and program innovation while developing sales and marketing campaigns with quantifiable metrics
  • Shifted company's area of focus from transactional sales to customized recurring revenue share programs 

Results:

  • 163% growth from $320M to $842M in processing income in 18 months
Sep 2007Nov 2009

President/CMO

Moncur Associates

Focus: Digital branding agency

Areas of Impact:

  • Expanded services capabilities to include consulting, strategic planning and media planning disciplines as recurring monthly revenue sources
  • Signed clients to monthly retainer agreements for marketing and sales services 

Results:

  • 33% increase in service revenues from $3.6M to $4.8M with key clients in less than 18 months


ADDITIONAL PROFESSIONAL EXPERIENCE

Aug 2005Aug 2006

CMO

Plex (formerly Plexus Systems)

Focus: Software-as-a-Service (SaaS) Cloud MRP/ERP system for managing discrete manufacturing operations

Areas of Impact:

  • Successfully positioned Plex as the best-of-breed cloud-based software solution for implementing Lean principles within the automotive and aerospace supply community 
  • Developed a competitive intelligence system for tracking market makers
  • Established Plex as the first true web-based Saas ERP manufacturing performance system
  • Contributed to product roadmap design and grew sales while increasing marketing leverage with a multi-channel global sales strategy
  • Delivered huge savings by creating internal marketing agency disciplines 

Results:

  • Doubled EBITDA from $12M to $23M in year 1 and created momentum that has led to CY2014 EBITDA of approximately $100M and valuation of $450M
Feb 1998Nov 2005

CEO /CMO

Above All Marketing

Focus: Integrated strategy and marketing consultancy for major brands

Areas of Impact:

  • For Panasonic, created a "sight and sound" program that propelled the Automotive Group to become Panasonic's most profitable division, contributing to more than 67.5% of gross profits in less than 2 years
  • For Audi, developed the strategy and plan for improving actual cash and residual values, increased certified pre-owned vehicle sales, and eliminated end-of-lease term spikes
  • For Microsoft, co-developed the strategy for a warranty program that delivered overall 3:1 ROI in the first year
  • For JetOne, developed the brand growth strategy and integrated marketing plan that generated one new lead per day with an average 1 in 35 closing rate on those leads

Results:

  • 38% average YOY growth rate with CY'2005 service revenue reaching $7.2M, exclusive of media buys.
Jan 1997Feb 1998

VP & Director of Integrated Marketing

McCann Worldgroup

Focus: A $20B full-service advertising media agency for global brands

Areas of Impact:

  • Delivered 1000% ROI with an integrated dealer direct response campaign
  • Managed P&L for $280M budget while orchestrating integrated marketing campaigns for this GM division

Results:

  • Developed quantifiable mathematical construct for optimizing media spend and increased reach/frequency and gross rating points on our $280M budget.

Education

19861990

BA: A&L: Marketing

Michigan State University

Concentrations in business and marketing.

Training

Executive Sales Training - Sandler Sales Institute - Trainer: Gerry Weinberg