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Executive Profile Broad Strategic, Operating and Financial Management background:

üVast experience includes well-rounded, senior-level management experience in operating, financial and sales/business development functions, as well as full P&L accountability for entrepreneurial ventures.

üSkilled negotiator and persuader – with bankers, clients, vendors, and government agencies.

wGeneral Management / Operations Management.Seasoned strategic and tactical leader – held operations management responsibility and created efficient operating structures. Rapidly assessed business requirements, built infrastructures and made effective changes as needed to redirect for financial growth. Designed and implemented systems, processes and controls to support business plans. Built and supervised professional sales, financial and administrative staffs of up to 47. Led start-up of a strategic business unit for Transport Audit Service, Inc.

wSales / Marketing / Business Development. Identifying and pursuing new business opportunities in highly competitive industries. Delivered business development, sales and marketing strategies for a diverse range of products and intangible services. Well-developed presentation skills and extensive experience communicating tangible ROIs to senior level decision-makers, as well as government agencies.

wFinancial Acumen.Experience encompasses both investment and corporate financial management. Built and strengthened accounting/finance functions to meet the needs of start up, growing and transitioning companies. Managed forecasting and budgeting processes. Strong knowledge of the necessary controls and procedures to ensure the production of accurate and meaningful reporting and analysis. Analyzed, structured and allocated investment portfolios. Controlled expense budgets and endowment funds of up to $4 million.

Work experience

Jan 1991Present

Financial Analyst/Consultant

One Resource Group

Analyze existing portfolios and recommend appropriate services. Analyze market trends and monitor/reallocate investment accounts to ensure optimal investment performance.

Oct 2003Sep 2004

Business Manager

Supervised a five person staff and oversaw general accounting, budgeting, cash management, financial analysis and reporting, tax reporting, and bank relations.  Administered policy for the department.

May 1988Jan 1991

General Manager

Transport Audit Service

Primary focus was on managing day-to-day operations and financials (accounting, budgeting, forecasting, analysis); establishing back office operations and technologies. Held P&L and operating management responsibility for this provider of freight bill auditing services for the U.S. bankruptcy courts and freight carriers.


May 1988Jun 1986

Bachelor of Science


Electronic Accounting software
Advanced skills using electronic accounting software programs
MS Access
Advanced database skills using MS Access
MS Excel
Advanced spreadsheet skills using MS Excel