Vistage Worldwide
Vistage International is a peer mentoring membership organization for CEOs, business owners and executives of small- to mid-size businesses. Founded in 1957 as The Executive Committee, Vistage has more than 22,000 members in 20 countries. In 2018 Vistage was acquired by Providence Equity Partners. CEO: Sam Reese Headquarters: California Chief marketing officer: Mark Goodman SVP: Nick King COO: David Pearson Subsidiary: Business Life Transitions (Next Step)
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Vistage Worldwide Employees
York International Agency, LLC November 2005 - Present
Vistage Worldwide April 2015 - Present
Marsh & McLennan Companies, Inc. August 2004 - November 2005
Marsh & McLennan Companies, Inc. July 2000 - August 2004
MRE Insurance January 1998 - July 2000
Skills
Disability Insurance, General Insurance, Term Life Insurance, Umbrella Insurance, Health Insurance, Commercial Insurance, Property & Casualty..., Insurance Law, Wealth Preservation..., Family Office, Risk Management, Risk Assessment, Operational Risk..., Liquidity Risk, Insurance, Life Insurance, Employee Benefits, Professional Liability, Casualty, Liability, Workers Compensation, Brokers, Employment Practices..., Insurance Brokerage, Commercial Lines, Long-term Care, Claim, Inland Marine, Excess, Liability Analysis, Directors, CPCU, Claims Management, Licensed Property, Flood Insurance, Homeowners, Health Savings Accounts, Property Damage, Commercial Real Estate, Brokerage, High Net Worth..., Legal Liability, Captives
Education
Fordham University 2004 — 2008
Business
American Insurance of CPCU
CPCU, Insurance and Risk Management
Vistage Worldwide May 2015 - Present
Vistage January 2014 - May 2015
Vistage International June 2013 - January 2014
ASTD June 2011 - August 2013
Bridgepoint Education January 2013 - May 2013
Ashford University March 2010 - January 2013
Bridgepoint Education March 2011 - August 2011
Skills
Team Building, Customer Service, Team Leadership, Teamwork, Customer Relations, New Hire Orientations, Training Facilitation, Public Speaking, Leadership Development, Training, Program Management, Project Management, Employee Engagement, Webinars, StrengthsQuest, Lominger Leadership..., Professional..., PowerPoint, Situational Leadership, DISC, Learning Management..., Events Coordination, Coordination, Leadership, Learning & Development..., Employee Training, Human Resources, Instructor-led Training, Captivate, Office Administration, Program Evaluation, Budgets, Contract Negotiation, Strategy, Management, Event Planning, Workshop Facilitation, Fundraising, Career Development, Talent Management, Instructional Design, Strategic Planning, Proposal Writing, E-Learning, Organizational..., Curriculum Design
Education
Ashford University 2010 — 2012
Master of Arts in Education, Educational Technology Leadership
San Diego State University-California State University 2005 — 2009
Bachelor of Arts, Economics
Vistage Worldwide June 2015 - Present
Tour de Force CRM August 2014 - Present
The Hercules Tire & Rubber Company August 2009 - July 2014
The Hercules Tire & Rubber Company May 2005 - August 2009
The Hercules Tire & Rubber Company September 1999 - May 2005
Findlay Industries December 1997 - September 1999
Guardian Industries 1995 - November 1997
Skills
Process Improvement, Cross-functional Team..., Forecasting, ERP, Troubleshooting, IT Management, Databases, CRM, Software Development, Management, Business Intelligence, Integration, Business Process, Disaster Recovery, IT Strategy, Cloud Computing, Vendor Management, Team Leadership, Negotiation
Education
Bowling Green State University
Master of Business Administration (MBA)
University of Toledo
Bachelor of Business Administration (BBA), Information Systems
Upper Sandusky High School
Vistage Worldwide July 2015 - Present
Vistage October 2014 - Present
Vector Resources September 2011 - September 2014
Vector Resources September 2011 - March 2013
Anaphore, Inc. May 2011 - September 2011
Ashford University 2010 - 2011
Pilates Mind and Body 2006 - 2007
Skills
Outlook, Customer Service, System Administration, Microsoft Office, Access, Microsoft Excel, Microsoft Word, Telecommunications, Account Management, Project Management, Troubleshooting, Strategic Planning, Networking, Budgets, Human Resources, Research, Event Management, Team Leadership, Management, PowerPoint, Windows, Program Management, Team Building, Sales, Training, Event Planning, Software Documentation, CRM, Public Speaking, Social Media, Recruiting, Process Scheduler, Marketing, Contract Negotiation, Employee Relations, Time Management, Direct Sales, Business Development, Data Analysis, Solution Selling, Sales Management, Coaching, Forecasting, Marketing Strategy, Process Improvement, Negotiation, New Business Development, Teamwork, Social Networking, Sales Process
Education
San Diego State University-California State University 2005 — 2009
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
New York Hardware, Inc. March 2009 - Present
Vistage Worldwide December 2009 - December 2014
New York Hardware, Inc. March 2009 - September 2011
Brasstech division of Masco Corp. January 2000 - December 2007
Thermal Structures Inc. 1995 - 2000
J-Boats Inc. 1985 - 1995
Skills
Sales Management, Sales, Strategic Planning, Team Building, Marketing, Product Development, Pricing, Management, Trade Shows, Selling, Business Strategy, Customer Service, Cross-functional Team..., Product Management, Sales Process, Sales Operations, Coaching, Marketing Strategy, Marketing Management, New Business Development, Account Management, Market Research, Start-ups, Purchasing, Business Planning, Advertising, Operations Management
Education
San Francisco State University, College of Business 1987 — 1990
BS, Finance Major
USC
Piedmont
Vistage Worldwide June 2015 - Present
International Order of the Rainbow for Girls 1999 - Present
Vistage January 2013 - May 2015
Toastmasters International July 2012 - July 2013
Vistage International April 2011 - December 2012
Toastmasters International December 2010 - July 2012
ICW Group 2008 - 2011
American Cancer Society - Relay for Life August 2008 - 2010
Stocking Factory September 1999 - August 2008
Starbucks Coffee Company May 2003 - September 2007
Skills
Executive Development, Leadership Development, Mentoring, Public Speaking, Speaker Development, Event Planning, Personal Development, Executive Coaching, Executive Mentoring, Fundraising, Non-profit Program..., Volunteer Management, Coaching, Budgets, Recruiting, Training, Email Marketing, Nonprofits, Leadership, Management, Marketing, Non-profits, Customer Service, Workshop Facilitation, Process Improvement, Team Building, Management Consulting, Operations Management, Conflict Resolution, Business Coaching, Entrepreneurship, Strategic Planning, Small Business, Organizational..., Start-ups, Organizational..., Editing, Strategy, Staff Development
Education
University of Miami 2006 — 2008
Bachelor's, History and Political Science
College of the Canyons 2004 — 2004
Associate of Science2005, Chemistry
Relay for Life Summit 2009 — 2009
NA, Event Coordination
Kettler StrategyWorks 2008 - Present
Vistage Worldwide 2008 - Present
ChristianSteven Software 2013 - Present
Metrolina Regional Scholars' Academy 2005 - 2009
NCAGT - NC Association for the Gifted & Talented 2002 - 2008
Empowered Benefits 2006 - 2007
TVC2 2003 - 2005
The Vassar Company 1988 - 2002
Arthur Andersen & Company 1978 - 1981
Skills
Executive Coaching, Strategic Planning, Entrepreneur, Entrepreneurship, Business Strategy, Leadership Development, Organizational..., Team Leadership, Mentoring, ROI Development, Corporate Development, Business Turn-arounds, Executive Development, P&L Budget Management, Leadership Mentoring, Work Life Balance, Business Planning, Change Management, Start-ups, Small Business, Management Consulting, Consulting, Business Coaching, Executive Management, Workshop Facilitation, P&L Management, Return on Investment, Mergers & Acquisitions, Strategy, Advisory Boards, Negotiation, Coaching, CEOs, Performance Improvement, Thought Leadership, Team Building
Education
University of Pennsylvania 1973 — 1977
Bachelor of Arts
Stevens Institute of Technology (National Science Foundation) 1967 — 1968
National Science Foundation - Certificate
Vistage Worldwide August 2015 - Present
Sand and Sea Realty April 2015 - Present
A.V. Arias & Co. May 2013 - April 2015
Astor Broadcast Group KCEO/KSPA/KFSD February 2014 - February 2015
Willis & Associates Real Estate Services March 2009 - May 2013
KFMB Stations August 2006 - March 2009
KUSI Television February 2006 - July 2006
KOGO radio January 2005 - July 2005
KGTV Channel 10 January 2005 - May 2005
Skills
Web Content, Broadcast, Editing, Marketing, Non-linear Editing, Web Video, Microsoft Excel, Social Media Marketing, Facebook, Social Media, Television News, News Writing, Real Estate, Marketing Communications, Radio Broadcasting, Storytelling, Writing, Video
Education
University of San Diego 2001 — 2005
Bachelor's Degree, Communication and Media Studies
Command Transportation February 2015 - Present
Vistage Worldwide August 2014 - December 2014
Diamond Group July 2014 - December 2014
Levy Restaurants May 2013 - September 2013
Vector Marketing May 2012 - September 2012
Eye Physicians May 2009 - August 2011
Skills
Marketing, Customer Service, Restaurants, PowerPoint, Microsoft Word, Teamwork, Social Media, Research, Public Speaking, Spanish, Time Management, Facebook, Leadership, Social Networking, Event Management
Education
University of Wisconsin-Madison 2010 — 2014
Bachelor of Arts (BA), Political Science and Government
Anglo-americká vysoká škola - Praha 2013 — 2013
Political Science and Government
MVP Collaborative April 2000 - Present
Vistage Worldwide 2012 - 2015
Visual Services Inc 1995 - 2000
Ross Roy 1990 - 1995
Skills
Experiential Marketing, Live Events, Event Marketing, Video Production, Marketing Communications, Marketing, Event Management, Relationship Marketing, Digital Marketing, Corporate Events, Event Planning, Integrated Marketing, Newsletters, Strategy, Video, Marketing Strategy, Sponsorship
Education
Michigan State University
Vistage Worldwide August 2015 - Present
Engineering Methods, Inc. February 1996 - August 2015
Rasna Corporation 1991 - 1995
International Technegroup Inc. 1987 - 1991
GE Aircraft Engines 1983 - 1987
Learjet Inc 1978 - 1983
Skills
Product Development, Solution Selling, Start-ups, New Business Development, Sales Management, Marketing Strategy, Competitive Analysis, Entrepreneurship, Strategic Planning, Account Management, Business Strategy, Team Building, Negotiation, Simulations, Finite Element Analysis, ANSYS, B2B, SaaS, CAE, Sales Process, Enterprise Software, Product Lifecycle..., Lead Generation, Engineering
Education
University of Cincinnati
BSAE, Aerospace Engineering
Vistage Worldwide April 2015 - Present
Driven Consulting May 2010 - Present
ASHER Global Leaders in Sales Strategies January 2007 - Present
ASHER Global Leaders in Sales Strategies January 2007 - December 2008
Driven Sales and Marketing, Inc. January 2005 - January 2007
ClubCorp May 2002 - January 2005
GOTHAM GOLF PARTNERS, LLC. November 1999 - May 2002
CONTINENTAL RESOURCES, INC. April 1997 - November 1999
Skills
Sales Trainings, Sales Coach, Personality Assessment, Strategic Marketing..., New Business Development, Sales Management, Facilitators, Engaging Speaker, Business Coaching, Marketing Strategy, Selling Skills, Sales, Brand Development, Social Media, Sales Presentations, Public Speaking, Sales Operations, Coaching, Direct Marketing, Strategy, Strategic Planning, Social Media Marketing, Leadership, Sales Process, Team Building, Training, Management, Marketing, Lead Generation, Account Management, Email Marketing, B2B, Business Development, Entrepreneurship, Executive Coaching, Executive Management, Selling, Business Planning, Strategic Partnerships, Management Consulting, Consulting, Team Management, Leadership Development, Facilitation, Small Business, Business Strategy, Public Relations, Networking, Presentation Coaching, Executive Development
Education
Towson University 1993 — 1996
Bachelors of Science, Public Relations/Advertising and Communications
Habitat for Humanity International August 2014 - Present
Vistage Worldwide December 2012 - Present
Tributary Capital Management and Tributary Funds Group May 2010 - Present
March of Dimes January 2004 - Present
University of Nebraska at Omaha January 2008 - July 2012
First Investment Group 1999 - May 2010
PIMCO (Parametric Portfolio Associates) 1998 - 1999
Waddell & Reed 1995 - 1998
J. Stephan & Co 1993 - 1995
Skills
Asset Managment, Investments, Finance, Leadership, Strategy, Equities, Asset Management, Financial Advisory, Management, Portfolio Management, Financial Analysis, Hedge Funds, Risk Management, Financial Modeling, Financial Services, Valuation, Asset Allocation
Education
University of Nebraska at Omaha 1978 — 1983
BSBA, FInance, Marketing
Burke High School
Vistage Worldwide August 2015 - Present
Self Employed February 2011 - Present
Fandom Marketing April 2012 - August 2015
Scripps Health October 2009 - April 2012
Garden Fresh Restaurant Corp. (dba Souplantation & Sweet Tomatoes Restaurants) June 2006 - October 2009
Garden Fresh Restaurant Corp. (dba Souplantation & Sweet Tomatoes Restaurants) April 2004 - June 2006
Garden Fresh Restaurant Corp. (dba Souplantation & Sweet Tomatoes Restaurants) July 2001 - April 2004
Skills
Graphic Design, Social Media, Email Marketing, Marketing Communications, Marketing Strategy, Advertising, Community Building, Community Engagement, Community Outreach, Corporate Blogging, Blogging, Web, Public Speaking, Local Marketing
Education
University of California, San Diego
Bachelor's Degree
Image Source Inc December 1997 - Present
Branded Solutions by Edgar Martinez December 2006 - September 2010
Vistage Worldwide 2004 - September 2008
Adventures in Advertising August 1991 - June 1997
Skills
Marketing, Corporate Gifts, Corporate Branding, Apparel Sourcing, New Business Development, Sales Management, Email Marketing, Online Marketing, Merchandising, Product Launch, Social Media, Strategic Partnerships, Social Networking, Competitive Analysis, SEO, Business Development, Product Marketing, Digital Marketing, Brand Management, Marketing Management, Cold Calling, Strategy, E-commerce, Product Management, Trade Shows, Account Management
Education
Pacific Lutheran University - School of Business 1984 — 1989
School of Business, Marketing/Advertising
Vistage Worldwide July 2015 - Present
Mountain Peak LLC January 2015 - Present
Wagner Asia Leasing June 2012 - December 2014
Wagner Asia Equipment September 2011 - December 2014
Wagner Equipment Company July 2008 - September 2011
Vostochnaya Technika October 2003 - June 2008
Skills
Business Development, Strategic Planning, Management, Operations Management, Strategy, Management Consulting, Training, Performance Management, Business Strategy, Change Management, Continuous Improvement, Team Leadership, Team Building, Contract Negotiation, Negotiation, New Business Development, Business Planning, Project Management, Product Development, International Business, Sales Management, Budgets, Start-ups, Customer Service, Sales Operations, Program Management, Market Research, CRM, Six Sigma, Marketing Strategy, Contract Management, Analysis, Process Improvement, Mergers & Acquisitions
Education
HEC School of Management 2000 — 2001
Masters of Business Administration, International Business
Defense Language Institute 1986 — 1987
Diploma, Russian Language
Vistage Worldwide June 2015 - Present
Student Loan Assistance May 2015 - July 2015
Skills
Management, Software Development, Web Design, Online Marketing, Microsoft Office, Customer Service, Project Management, Infrastructure, Microsoft Excel, Leadership
Education
Champlain College 2014 — 2018
Bachelor’s Degree, Computer Science and Innovation
La Jolla Country Day School 2010 — 2014
Highschool Diploma
SEKISUI SPI April 2014 - Present
Vistage Worldwide 2014 - Present
KYDEX, LLC November 2012 - April 2014
Mulford Plastics November 2007 - November 2012
GE Plastics April 2004 - November 2007
GE Polymershapes 2000 - 2004
Skills
Plastics, Product Development, Injection Molding, Extrusion, New Business Development, Sales Management, Market Development, Operations Management, Marketing Strategy, Sales Presentations, International Sales
Education
Edith Cowan University 2002 — 2005
Australian Institute of Business
Master of Business Administration (MBA), Commenced 2012
U.S. Bankruptcy Court, Southern District of California August 2015 - Present
Vistage Worldwide June 2015 - August 2015
University of San Diego School of Law June 2015 - August 2015
Iler & Iler, LLP June 2014 - August 2014
Santa Barbara County Superior Court January 2012 - March 2012
San Diego Superior Court Rights Advisal Video January 2009 - June 2009
Skills
Legal Writing, Legal Research, Entrepreneurship, Business Strategy, Social Media Marketing, Product Marketing, Marketing Strategy, Reliable and Punctual, Business Development, Business Analysis
Education
University of San Diego School of Law 2014 — 2017
Juris Doctor (J.D.)
University of California, Santa Barbara 2012 — 2014
Technology Entrepreneurship Professional Certificate (TMP), 4.0 GPA
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (BA), Political Science, Graduated with Honors (Top 20% of Class)
FGMK, LLC May 2015 - Present
Profit Consultants, Ltd. February 2012 - April 2015
Hawkeye Consulting Advisors, Ltd. February 2009 - April 2015
Vistage Worldwide December 2014 - 2015
MAN Roland 2003 - 2009
Skills
Strategy, Process Improvement, Management Consulting, Leadership, Management, Strategic Planning, Operations Management, Business Development, Change Management, Business Strategy, Supply Chain Management, New Business Development, Mergers & Acquisitions, Forecasting, Six Sigma, Team Building, Consulting, Problem Solving, Continuous Improvement, Entrepreneurship, Project Planning, Lean Manufacturing, Executive Management, Project Management, Cross-functional Team..., Sales, Business Process..., Vendor Management, Team Leadership, Supply Chain
Education
University of Iowa - Henry B. Tippie College of Business 1986 — 1988
MBA, Finance
University of Iowa
BBA, Administrative Management & Marketing
Nu Products Seasoning Company January 2008 - Present
Vistage Worldwide January 2012 - Present
LG Electronics November 2010 - December 2010
Backroad Grille January 2009 - May 2010
Taylor Box Company June 2008 - December 2008
Skills
Packaging, Logo Design, Graphic Design, Brand Development, Product Development, Marketing, Ingredients, Meat Processing, Spices, Seasonings, Functional Ingredients, Food Science, Microsoft Office, Product Innovation, Marketing Communications, Customer Insight, Sales, Cross-functional Team..., Food, Food Industry, Trade Shows, Culinary Skills, Food Safety, Flavors, HACCP, Consumer Products, FMCG, Bakery, Food Technology, Food Marketing, Dairy, Key Account Development, Food Service, P&L Management, Food Processing, Brand Management, Corporate Branding, Commercialization, Market Planning, Sensory Evaluation, Grocery, P&L, Frozen Food, Food & Beverage, Chef, Meat, Baking, Pricing, Food Manufacturing, Cooking
Education
Roger Williams University 2006 — 2010
BS, Marketing, Creative Writing
Montclair State University
Masters of Science, Food Science and Nutrition
Sacramento Capital Cup August 2015 - Present
Vistage Worldwide 2002 - Present
Right Management 2005 - 2006
KVP Systems 1993 - 2002
Summa Industries 1993 - 2002
Skills
Executive Coaching, Coaching, Business Coaching, Executive Development, Leadership Development, Executive Management, Consulting, Strategic Planning, CEOs, Business Strategy, Management Consulting, Workshop Facilitation, Emotional Intelligence, Culture Change, Organizational..., Leadership, Personal Development, Operational Streamlining, Performance Improvement, Marketing Strategy, Business Planning, Management, Entrepreneurship, Operational Strategy, Mergers & Acquisitions, Training, Team Building, Start-ups, Small Business, Motivational Speaking, Succession Planning, Organizational..., Management Development, Strategic Thinking, 360 Feedback, Strategic Leadership, Turn Around Management, Strategy, Product Development, Sales Management, Business Development, Performance Management, Change Management, Career Development, Acquisition Integration, Hiring Practices, Coaching Leaders, Mentoring, Mergers, Advisory Boards
Education
Oregon State University 1973 — 1979
"Bachelor of Science", Chemical Engineering
Vistage Worldwide July 2015 - Present
The Select Family of Staffing Companies September 2014 - Present
The Select Family of Staffing Companies October 2012 - June 2014
Coldwell Banker March 2012 - October 2012
eCapital LLC January 2012 - April 2012
ALETUS Corporate Development June 2010 - November 2011
Skills
Sales Support, Public Relations, Social Media Marketing, Sales Operations, Email Marketing, Recruiting, Talent Acquisition, Staff Development, Staff Management, Interviewing Skills, Training, CRM, Time Management, Start-ups, Competitive Analysis, Management, Public Speaking, Press Releases, Facebook, Interviews, Resume Writing, Event Planning, Direct Marketing, Staffing Services, Temporary Staffing, Marketing, Sales, Media Relations, Social Media, Human Resources, Team Building, Budgets, Temporary Placement, Cold Calling, Blogging, SEO, New Business Development, Leadership, Applicant Tracking..., Customer Service, Sourcing, Talent Management, Microsoft Office, Onboarding, Executive Search, Hiring, Microsoft Excel, Employee Relations, Business Development
Education
California State University San Marcos 2008 — 2012
BA, Communications
Thousand Oaks High School 2004 — 2008
Vistage Worldwide July 2015 - Present
2021 Healthcare October 2014 - Present
St. Vincent's Health System September 2011 - October 2014
The Regional Health System of Acadiana June 2009 - September 2011
Health Management Associates August 2008 - May 2009
Triad Hospitals, Inc September 1995 - August 2007
Leadership Birmingham 2006 - 2007
Trinity Medical Center 2005 - 2007
Triad Hospitals, Inc September 1998 - August 2005
Longview Regional Medical Center 1998 - 2005
Skills
Leadership, Healthcare, Healthcare Management, Revenue Cycle, Healthcare Information..., HIPAA, Hospitals, Healthcare Industry, Healthcare Consulting, EHR, Managed Care, Physicians, Physician Relations, Medicare, Strategic Planning, Process Improvement, Team Building, EMR, Medicaid, Public Speaking, Meeting Facilitation, Executive Coaching, Consulting, Management, Leadership Development, Performance Improvement, Budgets
Education
Samford University 2008 — 2009
MBA, Business Administration
Nicholls State University 1972 — 1976
B.S., Accounting
Vistage Worldwide July 2015 - Present
Experienced Innovative Solutions October 2013 - Present
Service Champions Heating & Air Conditioning May 2014 - December 2014
Comarco, Inc. August 2011 - October 2013
Comarco, Inc. March 2008 - August 2011
Comarco, Inc. February 2005 - March 2008
Western Digital Corporation August 1997 - February 2005
EDAP TMS January 1996 - August 1997
Beckman Coulter April 1989 - January 1996
Computer-Link Corporation February 1984 - April 1989
Skills
Cross-functional Team..., Program Management, Manufacturing, Product Development, Operations Management, Process Improvement, Mentoring, Thought Leadership, Coaching & Mentoring, Business Advisory, Team Building, Leadership Development, Peer-to-peer, Product Management, Supply Chain Management, Strategic Planning, Supply Chain, Contract Negotiation, Negotiation, Continuous Improvement, Strategy, Team Leadership, Budgets, Change Management, Forecasting, Engineering, Lean Manufacturing, Project Planning, Purchasing, Integration, Problem Solving, Contract Management, Training, Business Development, Quality Management, Business Strategy, Start-ups, Entrepreneurship, Vendor Management, Customer Service, Inventory Management, Logistics, Troubleshooting, Analysis, Materials Management, Supply Management, Six Sigma, MRP, Sourcing, Management Consulting
Education
University of California, Irvine 1999 — 2002
Certificate, Project Management
LaBrae High School 1975 — 1979
High School Diploma, History and Science
QuadRed 2000 - Present
Vistage Worldwide December 1993 - Present
Vistage Int'l. Inc. November 1993 - Present
Vistage International, The Worlds Leading Chief Executive Organization 1993 - Present
Vistage International 1993 - Present
TEC 1993 - Present
Skills
Executive Coaching, Leadership Development, Executive Development, Strategic Planning, Group Dynamics, Entrepreneur, Culture Change, Mentoring, Strategic Leadership, Organizational..., Business Strategy, Coaching, Personal Development, Management Consulting, Management Development, Thought Leadership, Business Planning, Succession Planning, Strategic Thinking, Restructuring, Marketing Strategy, Performance Management, Business Management, New Business Development, Entrepreneurship, Mergers & Acquisitions, Workshop Facilitation, Small Business, Strategy, Emotional Intelligence, Team Building, CEOs, Start-ups, Management, Executive Management
Education
Stanford University Graduate School of Business 1959 — 1961
Master of Business Administration (MBA), Marketing/Marketing Management, General Management
University of Puget Sound 1953 — 1957
Bachelor of Arts (B.A.), Economics & Bus. Adm.
Vistage Worldwide July 2015 - Present
DriveCam (a Lytx Inc. company) April 2013 - May 2015
Verizon Telematics, Inc. September 2007 - November 2012
Blue Mine Group 2006 - 2007
Digital Solutions Group 2003 - 2006
TriTech Software 2001 - 2003
Change.com 2001 - 2001
Skills
Product Management, Product Development, Cross-functional Team..., SaaS, E-commerce, Strategy, Software Development, Leadership, Marketing Management, Entrepreneurship, Management, SQL, Go-to-market Strategy, Software Documentation, Analysis, Product Marketing, Strategic Partnerships, Mobile Marketing, Start-ups, User Interface Design, Solution Selling, Mobile Applications
Education
University of San Diego 1996 — 1998
MBA, Info Systems & Marketing
The University of Texas at Austin 1994 — 1995
Economics Ph.D Coursework
University of San Diego 1989 — 1993
BBA, Marketing & Economics
WatchGuard Video May 2013 - Present
Vistage Worldwide 2005 - 2015
First Cash Financial Services March 2008 - March 2013
Wasp Barcode Technologies November 2001 - March 2008
Wasp Barcode/Datalogic 2001 - 2008
Skills
Sales Management, New Business Development, Customer Service, Account Management, Financial Reporting, Business Strategy, Management, Project Management, Financial Analysis, CFOs, Process Improvement, Operations Management, Strategic Planning, Team Building, Inventory Management, Risk Management, Leadership, Business Planning
Education
Texas A&M University 1980 — 1984
BBA, Accounting
Vistage Worldwide January 2014 - Present
AGL Holdings October 2010 - Present
EMG Insurance Designers of Houston August 2008 - October 2014
Apple June 2005 - September 2007
World Affairs Council of Houston 2004 - 2005
Skills
Family Office, Family Business, Family Limited..., Family Mediation, Business Planning, Leadership, Strategic Planning, Private Equity, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Business Development, Strategic Partnerships, Succession Planning, Advisory Boards, Exit Strategies, Ownership Transition, Entrepreneurship..., Business Growth..., Strategic Consulting, Key Person Protection, ESOP, M&A Advisory Services, Private Sector..., Strategic M&A, Cross-border M&A, Private Equity Firms, Estate Planning, Small Business, Valuation, Selling Businesses, Finance, Financial Advisory, Executive Management, Corporate Development, Energy, Oil/Gas, Manufacturing, Joint Ventures, Financial Analysis, Buy-sell Agreements, Due Diligence, Accounting, Employee Stock Options, Public Speaking, Technology Software, CPA, Start-ups, Limited Partnerships
Education
Tulane University - A.B. Freeman School of Business 2011 — 2012
MFIN, Master of Finance
Rice University 2009 — 2009
Certified Financial Planner Graduate
University of St. Thomas (TX) 2005 — 2007
MIB, Master of International Business
James E. Taylor High School 1997 — 2000
Vistage Worldwide August 2015 - Present
Kontron June 2014 - August 2014
Kontron America Inc. April 2012 - May 2014
Kontron America Inc. July 2011 - March 2012
Kontron America Inc. August 2010 - July 2011
Blackbaud, Inc. December 2008 - February 2010
The Ryness Company February 2003 - October 2008
PMR Corporation 1999 - 2002
Skills
Accounting, Analysis, Auditing, Finance, Financial Reporting, Forecasting, GAAP, Human Resources, Leadership, Management, Mergers, Microsoft Excel, Revenue Recognition, Sarbanes-Oxley Act, Tax
Education
Philippine School of Business Administration 1982 — 1986
BSBA, Accounting
B2B CFO® August 2014 - Present
Vistage Worldwide 2014 - 2015
Vistage Worldwide 2014 - 2015
Unified Energy August 2011 - August 2014
Realtime Medicine April 2009 - August 2011
Sweetwater Security September 2000 - April 2009
Skills
Project Management, Business Development, Business Strategy, Strategic Planning, Negotiation, Management Consulting, Business Planning, Budgets, Contract Negotiation, Sales Management, Risk Management, New Business Development, Process Improvement, Marketing Strategy, Entrepreneurship, Forecasting, Executive Management, Customer Service, Team Building, Strategy, Operations Management, Start-ups, Contract Management, Management, Leadership, Product Management, Analysis, Financial Analysis, Program Management
Education
The University of Texas at Austin
Master's degree
Southwest Texas State University
Bachelor of Business Administration (B.B.A.)
Vistage Worldwide August 2013 - February 2015
Virtus Holding Ltd. November 2012 - June 2013
The Lotus Cafe August 2012 - January 2013
Do It With Icing June 2011 - July 2012
Army & Navy Academy August 2008 - May 2012
El Pollo Loco July 2010 - December 2010
Education
Northeastern University 2014 — 2017
Bachelor’s Degree, Health/Health Care Administration/Management, Junior
MiraCosta College 2012 — 2014
Associate’s Degree, Health Science