Vistage Company
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 (Jan 15, 2016–) Headquarters: California Chief marketing officer: Mark Goodman SVP: Nick King COO: David Pearson Subsidiary: Business Life Transitions (Next Step)
Vistage List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Vistage. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Vistage Employees
Cal State University San Bernardino September 2003 - Present
Vistage January 2013 - December 2014
University of California Riverside September 2010 - August 2011
Presbyterian Camps and Conference Centers Inc. 2003 - 2010
The Gibson Group/HPE August 1981 - July 2007
West Indies Pulp and Paper July 2002 - October 2005
Clinch River Corp 1987 - 1990
Cherokee Container 1986 - 1989
ADP Network Services 1979 - 1981
General Automation 1977 - 1979
Skills
Entrepreneurship, Strategy, Management Consulting, Strategic Planning, Leadership, Start-ups, Management, Public Speaking, Business Strategy, Small Business, Teaching, Marketing, Leadership Development, Program Management, New Business Development, Marketing Strategy, Analysis, Nonprofits, Research, Business Planning, Organizational..., Project Planning, Training, Fundraising, Team Building, Team Leadership, Social Media, Project Management, Executive Coaching, Coaching, Higher Education, Social Networking, Sales, Social Media Marketing, Event Management, Problem Solving, Policy, Public Relations, Healthcare, Business Development, Strategy Development, Planning
Education
Harvard Business School 1964 — 1966
MBA, Marketing and Finance
University of Cincinnati 1960 — 1964
BA, Economics and Political Science
Cal State San Bernardino
Diageo, North America July 2015 - Present
Diageo July 2014 - July 2015
Diageo September 2011 - July 2014
Diageo November 2010 - September 2011
Target Corporation December 2007 - April 2011
AT&T August 2001 - December 2007
Vistage November 2006 - March 2007
Skills
Organizational..., Organizational..., Performance Management, Employee Relations, Onboarding, Leadership Development, Talent Management, Succession Planning, Talent Acquisition, Employee Engagement, Coaching, Human Resources, Recruiting, Workforce Planning, Training, Conflict Resolution, Executive Coaching, Change Management, Applicant Tracking..., Deferred Compensation, Employee Benefits, Employment Law, Leadership, Organizational Design, Performance Improvement, Team Building, Management
Education
National University 2005 — 2007
Master of Science (M.S.)
San Diego State University-California State University 1998 — 2002
B.A.
Vistage May 2015 - Present
Connecture Inc 2006 - 2014
Transversal e Networks 2003 - 2005
Skills
Web Services, XML, Agile Methodologies, Java, Software Development, Java Enterprise Edition, Microsoft SQL Server, Hibernate, SQL, JSP, Spring Framework, JavaScript, Eclipse, JBoss Application Server, Scrum, Taglibs
Education
Mahatma Gandhi University 2000 — 2003
Master of Computer Applications (MCA)
U C College
U C College
younity (Entangled Media Corp.) April 2015 - Present
Vistage October 2014 - April 2015
OneHealth Solutions, Inc. (acquired by Viverae) September 2012 - August 2014
Sole Proprietorship April 2010 - September 2012
ACTIVE Network January 2009 - April 2010
ACTIVE Network December 2005 - December 2008
ACTIVE Network April 2003 - December 2005
Crittenden Communications April 2002 - April 2003
Touch Creative Group June 2001 - March 2002
Skills
Product Management, Start-ups, Agile Methodologies, SEO, Strategy, Marketing Strategy, User Experience, Marketing, Strategic Planning, Digital Media, Leadership, Web Analytics, Entrepreneurship, Analytics, CRM, Business Strategy, Software Project..., Project Management, Small Business, Web Design, Social Media, Photoshop, Creative Direction, Competitive Analysis, Market Research, Product Strategy, Search, Art Direction, Product Marketing, Illustrator, Market Analysis, Product Launch, Graphic Design, P&L Management
Education
James Madison University 1997 — 2001
BFA, Graphic Design, Magna Cum Laude
Neshaminy High School 1994 — 1997
Xxcelerate, Inc. May 2008 - Present
CRISP - Chesapeake Regional Information System for our Patients February 2011 - Present
COTI - Committee of the Islands September 2010 - Present
XStream Infection Control LLC February 2012 - Present
Preferred Apraisal Group, Inc. January 2012 - Present
Johns Hopkins University June 2003 - Present
Baltimore Theatre Alliance September 2004 - September 2011
Vistage August 2010 - February 2011
Software Consortium May 1991 - May 2008
Source Services April 1979 - August 1988
Skills
Business Strategy, New Business Development, Leadership, Strategic Planning, Executive Coaching, Leadership Development, Program Management, Coaching, Strategy, Management, Team Leadership, Software Development, Product Management, Marketing, Start-ups, Operations Management, Business Development, Executive Management, Mergers & Acquisitions, Strategic Partnerships, Business Planning, Consulting, Small Business, Human Resources, Organizational..., Recruiting, Entrepreneurship, Team Building, Sales, Sales Management, Salesforce.com, Customer Retention, Customer Acquisition, Managerial Finance, Training Facilitation, B2B, Product Development, CEOs, Executive Development, CRM, Finance, Business Process..., Constant Contact, Business Analysis, Management Consulting, Training, Change Management, Enterprise Software, Cross-functional Team...
Education
American University - Kogod School of Business 1967 — 1971
MBA, Marketing & Finance
The Johns Hopkins University 1962 — 1966
BES, Engineering Science - Electronics & Mechanics
Convene December 2014 - Present
RedPoint Leadership Group January 2007 - Present
Vistage January 2009 - Present
Emmanuel on Phinney Ridge September 2010 - December 2013
RedPoint Leadership Group 2007 - September 2010
The Sage Group, LLC 2006 - 2007
Creekside Covenant Church 1999 - 2006
Skills
Strategic Planning, Public Speaking, Executive Coaching, Coaching, Organizational..., Training, Interviews, Change Management, Management, Team Building, Cross-functional Team..., Fundraising, Operational Planning, Leadership Development, Conflict Resolution, Nonprofits, Project Management, Teaching, Strategic Planning..., Conference Speaking, Conducting Executive ..., Workshop Facilitation, Entrepreneurship, Volunteer Management, Building Strong..., Referrals, Leadership
Education
Regent College 1994 — 1999
Master of Arts in Theology, Pastoral Ministry, Biblical Studies & Theology
Eastern Mennonite University 1975 — 1979
BS, Education
AveryToday, Inc. December 2012 - Present
How to Be a Speaker, LLC March 2013 - Present
Vistage October 2014 - Present
Special Olympics Oregon March 2011 - April 2013
Toastmasters International January 2012 - August 2012
Skills
Leadership, Public Speaking, Public Relations, Social Media Marketing, Workshop Facilitation, Writing, Entrepreneurship, Executive Coaching, Customer Service, Strategic Planning, Microsoft Office, Business Development, Motivational Speaking, Sales
Education
Colorado State University 2005 — 2009
Journalism and Anthropology, Technical Communication and Biological Anthropology
School of Economics, Prague, Czech Republic 2007 — 2007
Study Abroad
Vistage January 2014 - Present
U.S. Bancorp April 1991 - June 2011
Citicorp Diners Club, Inc. July 1987 - March 1991
Fidelity Bank October 1985 - June 1987
Certainteed Corporation January 1981 - September 1985
Industrial Valley Bank & Trust Co. July 1977 - December 1980
Skills
Banking, Credit Cards, Portfolio Management, Financial Services, Credit, Payments, Commercial Banking, Payment Systems, Leadership, Loans, Electronic Payments, Risk Assessment, Credit Analysis, Management Consulting, Debit Cards, Risk Management, Process Improvement, Retail Banking, Management Due Diligence, Relationship Management, Credit Risk, Organizational..., Business Strategy, Team Leadership, Leadership Development, Executive Coaching, Strategic Planning, Increased Profitability, New Business Development, Performance Improvement, Operational Strategy, p & l management, Mentoring, Advisory Boards, Executive Team Coaching, Business Performance..., Executive Team Alignment, Execution of Business..., C-Level Leadership, M & A experience, team mentoring, P&L Management, Mergers & Acquisitions
Education
Lehigh University - College of Business and Economics 1973 — 1977
Bachelor of Science (BS), Economics and Finance
Precision 2000, Inc May 1998 - Present
Georgia Hispanic Construction Association January 2012 - Present
Vistage September 2014 - Present
Vistage 2006 - 2011
Skills
Hispanic and female..., Concrete repairs, spall..., Airport Construction, Airport infrastructure, Pervious Concrete, Concrete Paving, Financial Analysis, Strategic Thinking, Strategic Financial..., Marketing Strategy, Business Process..., Hispanic, Bilingual Proficiency, Colombia, Cultural Diversity, Construction, Concrete, Airports, Budgets, Team Building, Business Development, Leadership, Risk Management, Business Planning, Spanish, Construction Safety, Minority Owned, Public Policy, Business Strategy, Environmental..., Construction Management, Environmental Compliance, Legal Compliance, Value Engineering, Procurement, Contract Management, Project Planning, Cost Control, Management, Hispanic non-profit, Project Bidding, Strategic Planning, Contract Negotiation, Non-profit Board..., Proposal Writing, MS Project, Contractors, Executive Management, Marketing, Finance
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2010
EMSF, Finance
Georgia Institute of Technology - Georgia Tech College of Management 1993 — 1994
MBA, Finance
Georgia Institute of Technology 1992 — 1993
MSCE, Structural engineering
Escuela Colombiana de Ingeniería 'Julio Garavito' 1984 — 1988
BS Civil Engineering
JE Dunn Construction 2013 — 2014
MCBD Program, Minority Contractor Business Development Program
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2011
Seminar, Minority business management
Vistage September 2013 - Present
Dynamic Brains Consulting January 2013 - Present
Dynamic Brains Speaking 2013 - Present
Dynamic Paths 2004 - Present
Dynamic Paths Speaking 2004 - Present
A Positive Alternative 2004 - 2014
Bastyr University 2002 - 2007
Skills
Public Speaking, Stress Management, Anxiety Management, Start-ups, Executive Coaching, Change Management, Productivity Coaching, Lean Startup, Conflict Resolution, Peak Performance, Neuroleadership, Social Intelligence, National Speaker, Action Learning, Mental Health, Meditation, Healthcare, Leadership Development, Consulting, Psychology, Personal Development, Coaching, Leadership, Holistic Health, Stress
Education
Bastyr University 1996 — 2004
ND, LAc, Naturopathic Medicine and Acupuncture
Two Cranes Aikido 1996 — 2012
4th Degree Black Belt, Aikido
Franklin & Marshall College 1996 — 2001
BA, Biology Major
Vistage June 2014 - Present
Vistage International January 2012 - June 2014
ICW Group May 2009 - January 2012
Insurance Company of the West May 2008 - May 2009
CB Richard Ellis October 2006 - April 2008
CB Richard Ellis June 2005 - August 2006
Skills
Relationship Development, Internet Recruiting, Strategic Sourcing, Recruiting, Talent Acquisition, Research, Management Consulting, Analysis, Compensation..., Project Management, Human Resources, Performance Management, Business Strategy, Building Relationships, Benchmarking, Executive Search, Strategy, Team Building, Employee Relations, Deferred Compensation, Leadership, Sourcing, HRIS, Workshop Facilitation, Executive Management, Program Management, Coaching, Technical Recruiting, Management, Leadership Development, Executive Coaching, Temporary Placement, Interviews, Onboarding, Succession Planning, Talent Management, Organizational..., Applicant Tracking..., Organizational..., Hiring, Training, Employee Training, Change Management, Consulting, Salesforce.com, Employee Engagement, Performance Improvement, Career Development, Job Descriptions, Organizational Design
Education
Adelphi University 2003 — 2006
Bachelor of Science, Business Management
Amaxa LLC 1982 - Present
Vistage 1982 - Present
Skills
Executive Coaching, Leadership Development, Executive Development, Entrepreneurship, Coaching, Business Coaching, Emotional Intelligence, Training, Strategic Planning, Workshop Facilitation, Management Consulting, Leadership, Organizational..., Executive Management, Strategy, Personal Development, Small Business, Start-ups, Work Life Balance, CEOs, Culture Change, 360 Feedback, Management Development, Organizational..., Team Building, Business Strategy, Advisory Boards, Retreats
Education
University of Wisconsin-Milwaukee 1979 — 1981
MBA, Business
Colorado School of Mines 1961 — 1965
Metallurgical Engineer, Metallurgy
Vistage May 2015 - Present
Vistage International February 2013 - May 2015
APT College, LLC August 2009 - February 2013
JM International, Airline Supplier Division January 2009 - May 2009
Skills
Organizational..., Strategic Planning, Cultural Awareness, Market Analysis, Operations Research, Team Leadership, Team Building, Goal Oriented, Team Coordination, Driving Results, Change Management, Microsoft Office, Excel, Employee Hiring, New Hire Training, Accounting, Operational Planning, Adobe Creative Suite, Network Administration, Reliability, Microsoft Excel, Bilingual, Salesforce Administrator, Technology Integration, CRM Integration, Website Development, Mobile Applications, Computer Proficiency, Salesforce.com, Process Improvement, Public Speaking, Leadership, Customer Service, QuickBooks, Financial Reporting, Statistics, Marketing, PowerPoint, Critical Thinking, Strategy, Time Management, Spanish, SaaS, Business Analysis, Market Research, Brand Awareness, Lead Generation, Sales Process, Management, Sales
Education
California State University-San Marcos 2003 — 2009
Bachelors of Science, Business Administration; Business Management
Universidad Antonio de Nebrija 2007 — 2008
Minor in Spanish Language Studies, Spanish
RX4 Group June 2015 - Present
ReadytoManage Inc January 2009 - Present
ReadyToManage: CEO-LINK September 2014 - Present
WCOD April 2001 - Present
ProVisors September 2014 - Present
St. Barnabas Senior Services July 2014 - Present
Results Coaching September 2008 - Present
Vistage April 2014 - December 2014
PaySwyft/BillSwyft March 2009 - May 2014
Team Publications Pty Ltd August 1995 - April 2001
Skills
Organizational..., Executive Coaching, Leadership Development, Management Consulting, Strategy, Change Management, Healthcare Consulting, Management, Healthcare Management, Strategic Planning, Start-ups, Leadership, Business Strategy, Executive Management, Business Development, Coaching, Innovation Consulting, E-commerce, Consulting, Payments, New Business Development, Strategic Partnerships, Entrepreneurship, Team Leadership, Negotiation, Team Building, Human Resources, Business Transformation, Organizational Design, Management Development, Culture Change, Project Management, Business Coaching, Strategic Thinking, Thought Leadership, Business Planning, Process Improvement, Organizational..., Mergers & Acquisitions, Training, B2B, Risk Management, Emotional Intelligence, Organizational..., Performance Management, Process Optimization, Conflict Resolution, Talent Management, Employee Engagement, Performance Improvement
Education
RMIT University 2004 — 2006
PhD, Organizational Psychology (Neuro-science specialism)
Swinburne University of Technology 1997 — 2004
PHD, Organisational Psychology
Kingston University 1984 — 1986
MBA, Business
University of Warwick 1977 — 1981
BA, Philosophy and Politics
Humboldt State University February 2015 - Present
Vistage Worldwide, Inc. June 2015 - August 2015
Humboldt State University March 2014 - April 2015
Humboldt State University March 2014 - October 2014
Vistage May 2014 - August 2014
Skills
Public Speaking, Customer Service, Teamwork, Social Media, Research, Event Planning, Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Leadership Development, Microsoft Office, Coaching, Sales, Social Networking, SEO, Online Marketing, Online Research, Social Media Marketing, Social Media Outreach, Marketing Communications, Email Marketing, Integrated Marketing, Non-profit Leadership, Non-profit Volunteering, Digital Marketing, SEM, Inbound Marketing, Outbound Marketing
Education
Humboldt State University 2013 — 2017
Bachelor's Degree, Marketing/Marketing Management, General
Vistage 2014 - Present
Global Academy of Training and Exchange May 2011 - Present
Harrow International School Beijing 2014 - 2015
Beijing Playhouse 2011 - 2014
Agape Training and Counseling Center January 2004 - February 2013
Educational Services Internationals 1999 - 2004
Pro- Tech College 1989 - 1999
Beijing University of Chemical Technology September 1995 - July 1996
Yew Chung International School August 1995 - July 1996
Peking University February 1995 - July 1996
Skills
Leadership Development, Training, Coaching, Public Speaking, Leadership, Time Management, Executive Coaching, Teaching, Staff Development, Organizational..., Fundraising, Nonprofits, Recruiting, Interviews, Personal Development, Program Management, Business Development, Non-profits, Team Building, Start-ups, Negotiation, Event Management, Government, Curriculum Design, Psychotherapy, Strategic Planning, Management, Event Planning, Public Relations, Entrepreneurship, English, Management Consulting, Project Management
Education
MDS 2011 — 2011
Certification in MBTI
Illinois Lincoln Series Fellowship 1997 — 1997
Fellowship and President of Fellowshp Class
Murray State University 1981 — 1985
MS
Carbondale Community High School 1973 — 1977
college prep
Vistage March 2014 - Present
Shep Holdings December 2007 - Present
STEP UP June 2004 - Present
Hanes Realty Corporation February 2012 - Present
ProFitness Health Solutions June 1983 - December 2007
FSW August 2006 - June 2007
PepsiCo 1982 - 1983
Skills
Entrepreneurship, Program Development, Real Estate Development, Day Trading, Health, Wellness and..., Counseling, Coaching Football, Life Coaching, Sports Coaching, Wellness, Fitness, Coaching, Fitness Training, Leadership Development, Lifestyle Coaching, Motivational Speaking, Nutrition, Psychotherapy, Sports, Start-ups, Teaching, Team Building, Wellness Coaching, Leadership, Management, Marketing Strategy, Mentoring, Nonprofits, Public Speaking, Sales, Strategic Planning, Strategy
Education
Bucknell University
Bachelor's degree, Political Science and Government, Business Management
Penn State University
Master of Science (MS- Matriculated), Exercise Physiology
Fairfield University
Master of Arts (M.A.), Counseling Psychology
Distinctive Life Funeral Homes June 2001 - Present
Vistage 2015 - 2015
Skills
Team Building, Customer Service, Public Speaking, New Business Development, Strategic Planning, Budgets, Business Development, Business Planning, Business Strategy, Coaching, Customer Satisfaction, Entrepreneurship, Event Management, Event Planning, Fundraising
Education
Dallas Institute of Funeral Service
Stephen F. Austin State University
ETM Electromatic February 2010 - Present
Vistage 2003 - 2014
ETM Electromatic November 2005 - February 2010
ETM Electromatic February 2003 - November 2005
ETM Electromatic July 2001 - February 2003
Skills
RF, Product Development, Entrepreneurship, Microwave, Product Management, Solution Selling, Electronic Warfare, Satellite Communications, Power Amplifiers
Education
California Polytechnic State University-San Luis Obispo 1999 — 2001
MBA, Marketing
California Polytechnic State University-San Luis Obispo 1993 — 2000
BArch, Architecture
California Polytechnic State University-San Luis Obispo 1998 — 1999
Study Abroad Program, Florence, Italy
Vistage August 2015 - Present
Vistage May 2014 - July 2015
DocuLynx August 2013 - January 2014
TargetCW August 2012 - May 2013
Salesforce.com October 2011 - July 2012
The Clymb May 2010 - July 2011
Nike January 2010 - April 2010
AmericanWest Bank 2008 - 2009
Skills
Market Research, Strategic Planning, Account Management, Microsoft Office, Sales, Brand Management, Marketing Strategy, Product Marketing, SaaS, Salesforce.com, Retail, Web Analytics, Information Technology, Business Strategy, Lead Generation, Leadership, Sales Operations, Business Development, Marketing, CRM, Merchandising, Strategic Partnerships, Advertising, Analytics, Entrepreneurship, Training, Forecasting, Event Management, Start-ups, World Travel, E-commerce, Management, Direct Sales, B2B, Sales Process, Inventory Management
Education
University of Portland
Master of Business Administration (M.B.A.), International Business & Marketing
Gonzaga University
Bachelor's Degree, Management Information Systems
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 December 2014 - Present
Greater Palm Springs Convention & Visitors Bureau May 2012 - December 2014
Greater Palm Springs Convention & Visitors Bureau January 2009 - July 2012
Greater Palm Springs Convention & Visitors Bureau May 2007 - December 2009
Andalusia Country Club - Design Center January 2005 - June 2007
Stones Unlimited August 2003 - November 2005
Skills
Hospitality, Meeting Planning, Event Management, Event Planning, Resorts, Hospitality Industry, Public Relations, Tourism, Social Media, Sales, Hotels, Marketing
Education
San Diego Mesa College 2003 — 2005
AA, Liberal Arts and Sciences/Liberal Studies
College of the Desert 2001 — 2003
Liberal Arts and Sciences/Liberal Studies
Arizona State University June 2015 - Present
Stronghold Partnerships October 2013 - Present
Vistage June 2014 - June 2015
Department of Homeland Security January 2013 - September 2013
L-3 Communications 2007 - 2013
United States Army Reserve June 2009 - August 2012
United States Army Reserve July 2009 - March 2010
United States Army June 2007 - June 2009
Honeywell Aerospace 2003 - 2006
Skills
Army, Military, Security Clearance, DoD, Command, Military Operations, National Security, Operational Planning, Defense, Military Experience, Government, Homeland Security, Program Management, Top Secret, Counterterrorism, Leadership, Intelligence Analysis, Intelligence, Government Contracting, Information Assurance, Organizational..., Air Force, Security Operations, Emergency Management, Project Planning, Force Protection, Tactics, Strategic Leadership, Special Operations, Navy, Crisis Management, Leadership Development, Exercises, Security, Counterintelligence, Counterinsurgency, Proposal Writing, Military Logistics, Physical Security, Security Management, Contingency Planning, Military Training, Systems Engineering, Defence, Ethical Decision Making, Federal Government, Management, Operations Management, Training, Strategic Planning
Education
United States Army War College 2003 — 2005
Masters Strategic Studies, Carlisle, PA
Central Michigan University 1981 — 1983
Master of Arts (M.A.), Business Management
United States Military Academy at West Point 1974 — 1978
Bachelor of Science (B.S.), Engineering
Vistage June 2015 - Present
Association for Talent Development (ATD) San Diego Board of Directors January 2014 - Present
FTD April 2013 - May 2015
SAIC- Health, Energy & Civil Solutions Group January 2012 - April 2013
SAIC- Health Solutions Business Unit October 2006 - January 2012
C2 Portfolio Essentials, Inc. December 2005 - September 2006
CNFA August 2003 - October 2005
Children With Aids Project 2002 - 2003
Peace Corps January 2000 - June 2002
Skills
Employee Recognition, Employee Surveys, Staff Retention, Organizational..., Leadership Development, Onboarding, Performance Management, Talent Management, Workforce Planning, Change Management, Program Management, Coaching, Employee Engagement, Instructional Design, HRIS, Performance Improvement, Career Development, Interviews, Employee Training, HR Policies, Organizational Design, Human Capital, Team Building, Organizational..., Employee Handbooks, HR Consulting, Analysis, Strategic Planning, Project Management, Leadership, Conflict Resolution, Training Delivery, Management Consulting, Process Improvement, Staff Development, Program Evaluation, Workshop Facilitation, Instructor-led Training, strategic workforce..., Applicant Tracking..., Curriculum Design, Training, Human Resources, Recruiting, Personnel Management, Succession Planning, Management, Strategy, New Hire Orientations
Education
Association of Talent Development (ATD) 2014 — 2014
Certificate, Coaching
American Society of Training & Development (ASTD) 2011 — 2011
Certificate, E-Learning Instructional Design
The George Washington University 2004 — 2006
Master's, Human Resource Development
Arizona State University 1993 — 1997
BS, International Agribusiness
Cushing Academy 1990 — 1992
HS Diploma
Ergo Solutions 2000 - Present
Ergo OccMed January 2011 - Present
American Academy of Physical Therapy September 2013 - Present
Vistage 2013 - Present
NACD 2013 - Present
Self-employed 2012 - Present
Montgomery Community College 2001 - 2002
Howard University 1999 - 2002
Skills
Orthopedic, Public Speaking, Research, Healthcare Consulting, Healthcare Management, Physician Relations, Healthcare, Healthcare Information..., Entrepreneurship, Physicians, Wellness, Nutrition, Managed Care, Revenue Cycle, Home Care, Hospitals, Medicare, Start-ups, Executive Management
Education
Alabama State University
Doctorate, Physical Therapy/Therapist
Howard University
Doctorate of Physical Therapy
Vistage April 2014 - Present
Aon April 2010 - April 2014
LexisNexis December 2008 - May 2010
Dow Jones & Company January 2007 - June 2008
Factiva February 1996 - January 2007
Factiva January 2000 - July 2003
OneSource Information 1998 - 1999
AT&T 1990 - 1996
Johnson and Johnson 1987 - 1990
Skills
Marketing Strategy, Product Marketing, Marketing Communications, Lead Generation, Strategic Partnerships, Digital Marketing, Product Management, Marketing, Analytics, Strategy, Business Development, Start-ups, Executive Management, Leadership, New Business Development, Business Strategy, Enterprise Software, Product Development, Brand Management, Business Planning, B2B, Advertising, B2B Marketing, Public Relations, Go-to-market Strategy, Competitive Analysis, Internal Communications, Direct Marketing, CRM, Integrated Marketing, Creative Direction, Email Marketing, PPC, E-commerce, Marketing Management, Market Research, Online Marketing, Thought Leadership
Education
New York University 1991 — 1993
MBA
Douglass College - Rutgers University 1984 — 1986
BA
ArdentGroup June 2013 - Present
National Swimming Pool Foundation November 2009 - Present
Conference for the Model Aquatic Health Code June 2014 - Present
The Business Bank of St. Louis May 2010 - Present
Vistage January 1997 - Present
Counsilman - Hunsaker December 1989 - May 2013
Skills
Leadership, Leadership Development, Strategic Planning, Board of Directors, Budgets, Customer Service, Entrepreneurship, Team Building, Public Speaking, Research, New Business Development, Management, Pools, Policy, Event Planning, Marketing, Contract Negotiation, Marketing Strategy, Marketing Communications, Sales, Sales Management, Project Planning, Public Relations, Nonprofits, Coaching, Business Development, Staff Development, Small Business, Team Leadership, Time Management, Fundraising, Social Networking, Project Management, Microsoft Office, Product Development, Training, Government, Start-ups, Operations Management, Mentoring, Business Planning, Organizational..., Negotiation, Non-profits, Business Strategy
Education
Indiana University Bloomington 1982 — 1986
Bachelor of Science, Business Administration
Vistage 2014 - Present
Dynamic Innovations, LLC 2012 - Present
TECOM Industries 2008 - 2012
TECOM Industries 2008 - 2012
Mica-Tech 2002 - 2008
Andrew Corporation 2000 - 2002
Micro Pulse, Inc. 1989 - 2000
Skills
M&A experience, P&L Accountability, Profit Maximization, Business Development, Manufacturing, Management, Cross-functional Team..., Product Development, Systems Engineering, Aerospace, Process Improvement, Program Management, Strategic Planning, Contract Negotiation, Lean Manufacturing, Antennas, Product Marketing, Continuous Improvement
Education
California State University-Northridge 1976 — 1979
Bachelor's degree, Electrical and Electronics Engineering
The John Maxwell Company February 2015 - Present
Executive Coach Ltd 1998 - Present
Women Presidents Organization January 1998 - May 2003
Vistage January 2000 - January 2002
NAWBO Chicago January 1999 - January 2001
GT Enterprises November 1983 - August 1998
Skills
Executive Coaching, Entrepreneurship, Coaching, Leadership Development, Leadership, Training, Management, Strategic Planning, Public Speaking, Executive Development, Management Consulting, Team Building, Personal Development, Program Management, Change Management, Consulting, Business Strategy, New Business Development, Performance Improvement, Team Leadership, Start-ups, Business Planning, Event Management, Executive Management, Organizational..., Career Development, Organizational Design, Mentoring, Small Business, Customer Service, Talent Management, Budgets, Performance Management, Business Development, Workshop Facilitation, Emotional Intelligence, Culture Change, Organizational..., Management Development, Career Management, MBTI, Motivational Speaking, Customer Relations, Change Leadership
Education
The John Maxwell Team 2015 — 2015
Certified John Maxwell Coach Teacher Trainer and Speaker, Executive Coach and Speaker
Executive Coaching Institute 2007 — 2008
Certified Executive Coach, Executive Coaching
Coach University 1999 — 2001
Certified Executive Coach, Executive Coaching
Michigan State University 1962 — 1964
BS, Business Administration
Drive Influence LLC August 2010 - Present
Vistage July 2013 - June 2014
Microsoft January 2001 - September 2010
Raytheon Missile Systems September 1997 - January 2001
Bechtel Nevada June 1992 - September 1997
Skills
Social Networking, Talent Management, Engineering, Leadership Development, Volunteering, Program Management, Cross-functional Team..., Organizational..., Project Management, Coaching, Career Development, Instructor-led Training, Instructional Design, Consulting, Leadership, Strategy, SharePoint, Performance Management, Training, Management, Team Building, Talent Acquisition, Strategic Planning, Human Resources, Employee Relations, Training Delivery, Change Management, Workshop Facilitation, Executive Coaching, Employee Training, Performance Improvement, Organizational...
Education
University of Nevada-Las Vegas
MS, Electrical Engineering
Louisiana Tech University 1987 — 1992
BS, Electrical Engineering Technology
Silver Eagle Distributors October 2012 - Present
Olivet Nazarene University November 1997 - Present
Vistage January 2013 - Present
Houston Zoo, Inc. November 2007 - August 2012
LCS July 2005 - November 2007
Staveley Services NA November 2000 - July 2005
FPM Heat Treating May 1994 - November 2000
APG, Inc. (Accra Pac Group) 1989 - 1994
Skills
Strategic Planning, Business Strategy, Due Diligence, Business Planning, Sourcing, Change Management, Acquisition Integration, Talent Acquisition, Benefits Administration, Employer Branding, Human Resources, Labor Relations, Risk Management, Professional..., Regulatory Requirements, Legal Compliance, Safety, Employee Engagement, Employment Law, Training Delivery, Leadership Development, Project Management, Collaborative Problem..., Six Sigma, Operating Budgets, Business Process..., Quality Auditing, Iso 9000, ISO 17025, NADCAP, Information Technology, Information Security, Payroll, ADP Payroll, Outsourcing Management, Web 2.0, Web Development, Internal Audit, IT Operations, Product Management, Compliance, Team Building, Management Consulting, Supervisory Experience, Executive Management, Operational Excellence, Executive Pay, Oil/Gas, Manufacturing, Lean Manufacturing
Education
DeVry University-Illinois 2003 — 2004
Bachelor of Science (B.S.), Information Technology
Indiana Wesleyan University 1992 — 1994
Masters, Science of Management
Indiana University
Bachelor of Science (B.S.), Business Administration, Management and Operations
The Market Creation Group February 2006 - Present
SchklarCO December 2004 - Present
Boulder/Denver Software Club 2003 - Present
Vistage January 2010 - Present
Art District on Santa Fe 2008 - 2012
University of Denver January 2007 - January 2008
Vericept Corporation October 2003 - February 2006
Q1 Labs August 2001 - October 2003
Internet Security Systems October 1999 - August 2002
AT&T October 1996 - October 1999
Skills
Marketing Strategy, Product Development, Demand Generation, B2B, Market Planning, Product Marketing, Product Management, Channel, Strategic Planning, SaaS, Social Media, Enterprise Software, Public Speaking, Online Marketing, Start-ups, Online Advertising, Creative Strategy, Corporate Branding, Team Leadership, Strategic Thinking, Rapid Growth, Brand Implementation, Brand Architecture, Business Development, Small Business, Oil/Gas, Manufacturing, Market Development, Idea Generation, Strategic Creative..., Strategic Leadership, Making B2B SEXY, SEO, Brand Development, Marketing Communications, Digital Marketing, Integrated Marketing, Marketing Management, Advertising, Social Media Marketing, Email Marketing, Competitive Analysis, B2B Marketing, Entrepreneurship, Leadership, Brand Awareness, Marketing, Sales, Lead Generation, Strategy
Education
Georgia Tech 2001 — 2002
Exec MBA, Biz
University of Tennessee, Knoxville 1992 — 1996
BS - PR, Public Relations
Vistage 2015 - Present
O'Sullivan Wright, Inc. 2006 - Present
O'Sullivan Wright, Inc. 1999 - Present
Fortune 500 Corporate 1980 - 2000
Skills
Executive Coaching, Leadership Development, Coaching, Leadership, Talent Management, Business Strategy, Executive Development, Personnel Management, Management Development, Organizational..., Strategic Alliances, Change Management, Succession Planning, Strategic Planning, Entrepreneurship, Emotional Intelligence, Training, Workshop Facilitation, 360 Feedback, Team Management, Employee Training, Strategies, MBTI, Business Networking
Education
Boston College 1978 — 1980
Master of Social Work (MSW), Clinical Training
Rollins College 1974 — 1978
Bachelor of Arts, Sociology, with Honors
Corporate Memory Solutions June 2014 - Present
The John Maxwell Team April 2011 - Present
Anglers and Hunters Travel September 2009 - Present
Primerica Financial Services July 2002 - Present
Vistage February 2014 - October 2014
Cleveland Integrity Services, Inc. September 2012 - March 2013
ActionCOACH March 2011 - October 2012
AECOM February 2010 - March 2011
ExxonMobil 2007 - 2008
Gulf South Pipeline 2005 - 2006
Skills
Coaching, Public Speaking, Mentoring, Leadership Development, Training Leadership, Environmental Impact..., Environmental Compliance, Environmental Policy, Environmental Consulting, Business Strategy, New Business Development, Business Development, Strategic Planning, Sales Leadership..., Leadership, Marketing, Sales, Management Consulting, Team Building, Entrepreneurship, Business Planning, Executive Coaching, Small Business, Selling, Strategy, Training, Executive Management, Motivational Speaking, Consulting, Organizational..., Business Coaching, Personal Development, Workshop Facilitation, Time Management
Education
Central Michigan University 1984 — 1990
BS, Biology
Algonac High School 1979 — 1983
Vistage April 2015 - Present
Cox Communications March 2006 - April 2015
Sony Electronics October 2004 - March 2006
ITresources October 2000 - October 2004
Enterprise Rent-A-Car September 1998 - February 2002
Skills
Financial Analysis, Forecasting, Variance Analysis, Hyperion Enterprise, Financial Forecasting, GAAP, Cash Flow, SEC filings, Essbase, Financial Reporting, General Ledger, Account Reconciliation, PeopleSoft, Financial Modeling, Accounting, Spreadsheets, Analysis, Budgets, Cross-functional Team...
Education
Webster University 2007 — 2009
Master Business Admin, Business
California State University-Dominguez Hills 2002 — 2003
Business Admin, Accountancy
California State University-Long Beach 1997 — 2002
Business Admin, Finance
ICF International December 2010 - Present
WicksteadWorks June 1999 - February 2011
Vistage 2003 - 2008
Sheffer & Grant Architects, PC June 1997 - June 1999
Niles Bolton Associates June 1995 - June 1997
Skills
Demand Side Management, Energy Efficiency, Architecture, Project Implementation, Project Coordination, Project Planning, Green Building, Construction Management, Construction, Process Consulting, Sustainability, LEED, Sustainable Design, LEED AP, Green, AutoCAD, Strategic Planning, Scheduling, Budgeting, Program Management, Problem Solving, Energy, Renewable Energy, Process Scheduler, Demand-side Management, Leadership, Budgets, Residential Design, Contractors, Architectural Design, Energy Conservation, Business Development, Energy Audits, Sustainable Energy, Sustainable Business, Submittals, Proposal Writing, Sustainable Architecture, Energy Management, Alternative Energy, Entrepreneurship, Renovation, Sustainability..., Residential Homes, Sustainable Development, Management, Project Management
Education
Georgia Institute of Technology 2008 — 2010
Master's Degree, Architecture - Building Construction Technology
The University of Georgia 1992 — 1995
Bachelor's Degree, Architectural Design
Vistage January 2012 - Present
Stark April 2004 - Present
Independent Contractor 2001 - 2004
The Sports Club/LA 1999 - 2001
Skills
Health, Public Speaking, Wellness, Coaching, Trainers, Nutrition, Fitness Training, Stress Management, Personal Development, Sports, Training, Team Building, Wellness Coaching, Supplements, Sports Injuries, Nutritional Counseling, Functional Training, Customer Service, Fitness, Strength Training, Marketing, Sales, Personal Training, Athletics, Social Networking, Strategic Planning, Small Business, Operant Conditioning, Sports Nutrition, Exercise Physiology, Corporations, Exercise Prescription, Rehabilitation, Strength, Weight Training
Education
Mesa State College 1994 — 1996
Exercise Science
Accretive of Indiana January 2011 - Present
Smoker Craft October 2010 - Present
Accretive of San Diego September 2010 - Present
Volunteers of America of SW California Corporation September 2006 - Present
Supreme Industries, Inc May 2000 - Present
Therm-O-Lite, Inc January 2000 - Present
Vistage March 2014 - September 2014
San Diego Social Venture Partners December 2011 - September 2014
Tatum LLC August 2005 - August 2010
Big Brothers / Big Sisters of Elkhart County, Inc January 1983 - January 2005
Skills
Strategic Planning, Mergers, Acquisition Integration, Business Planning, Business Strategy, Accounting, SEC filings, Start-ups, Venture Capital, Finance, IPO, Financial Analysis, Entrepreneurship, Due Diligence, Team Building
Education
Ball State University - College of Business 1976 — 1980
B.S. Accounting, Finance & Accounting
Vistage April 2015 - Present
Harry Edelman Associates LLC November 2014 - Present
IEE Mentor January 2012 - Present
Heyl & Patterson Inc. September 1985 - Present
Heyl & Patterson Inc September 1989 - November 2014
HeylPat Technologies Inc 1997 - 2003
Skills
Strategic Planning, Leadership, Marketing Strategy, Strategy, Marketing Communications, International Business..., New Business Development, Sales Management, Market Entry, Team Building, Project Management, Business Strategy, Peer-to-peer, Issue Processing, International Business, Marketing, Empathic Listening, Management, Global Business..., Entrepreneurship, Market Research, Budgets, Mentoring, Sales Process, Manufacturing, Collective Problem..., Professional Mentoring, Management Consulting, Strategic Consulting, International Marketing, Thought Leadership, International Sales, Marketing Management, Consulting, Coaching & Mentoring, Business Planning, Business Development, International Trade, Strategic Alliances, Peer Mentoring, Marketing Plan Creation, Business Intelligence, B2B Marketing Strategy, Global Marketing, Cross Functional..., Sales, Negotiation, Executive Management, Training and Development, Social Networking
Education
Harvard Business School Executive Education 2010 — 2010
Strategic Marketing
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2004
Institute for Entrepreneurial Excellance
Leadership Pittsburgh 2000 — 2001
Strengthen Regional Leadership through Programs, Partnerships and Connections
Rochester Institute of Technology 1973 — 1977
Bachelor of Fine Arts, Commercial Photography
Vistage February 2014 - Present
PetSmart February 2009 - August 2013
PetSmart March 2007 - February 2009
Mercer Advisors April 2006 - November 2006
Robinsons-May August 2003 - March 2004
Skills
Retail, Customer Service, Training, Leadership Development, Marketing, Merchandising, Visual Merchandising, Team Building, Employee Training, Event Planning, Sales, Human Resources, Advertising, Management, Sourcing, Coaching, Performance Management, Strategic Planning
Education
Art Institute of Phoenix 2004 — 2006
Bachelor of Arts, Fashion Marketing
Fashion Institute of Design & Merchandising 2001 — 2003
Associate of Arts, Visual Communications
Vistage June 2015 - Present
Saving Memories Forever, Inc. June 2011 - Present
DICKEY-john Corporation 2008 - 2011
Baker Integrated Solutions 2007 - 2008
Gillis/Jarke, A Division of Leggett and Platt 2005 - 2007
Baker Innovative Technologies 2003 - 2005
LaBarge, Inc. 2002 - 2003
LaBarge, Inc. 1996 - 2002
Harris Corporation 1988 - 1996
Skills
Leadership, Strategic Planning, Product Development, Management, Team Building, Operations Management, Lean Manufacturing, Program Management, P&L Management, Change Management, Coaching, Internet Strategy, Internet Services, Strategy, Budgets, Start-ups, Management Consulting, Team Leadership, Cross-functional Team..., Organizational..., Kaizen, Electronics, Business Planning, Strategic Partnerships, New Business Development, Leadership Development, Executive Development, Executive Coaching, Business Strategy, Strat, Performance Improvement, Operational Strategy, Operational Streamlining, Mentoring, Organizational..., Advisory Boards, Leadership Mentoring, High Performance Teams, Transformational..., Operational..., Leadership Development..., Business Performance..., Executive Team Coaching, Executive Team Alignment, Professional Mentoring, Peer Mentoring, Team Mentoring, High Potential..., 360 Degree Assessment, CEO Succession
Education
Columbia University 1977 — 1978
MBA, Finance, Management
Union College, Schenectady, NY 1969 — 1974
Bachelor of Science (BS), Electrical Engineering
Aquarius Home Services September 2015 - Present
K White Consulting LLC February 2013 - Present
Vistage May 2014 - April 2015
Zynex NeuroDiagnostics October 2012 - February 2013
Zynex Medical September 2011 - October 2012
Aquarius Water Conditioning & Plumbing April 2007 - September 2011
Allied Executives November 2007 - May 2011
Empi, Inc October 1999 - February 2005
US Navy December 1977 - December 1981
Skills
Strategy, Leadership, Team Building, Strategic Planning, Management, Business Development, Healthcare, Medical Devices, Sales Operations, Capital Equipment, Strategic Partnerships, Operations Management, Program Management, Negotiation, Managed Care, Process Improvement, Sales Management, Cross-functional Team..., Market Development, Mergers & Acquisitions, New Business Development, Contract Negotiation, Sales, Change Management, Marketing, Executive Management, Sales Process, Business Planning, Mergers, HIPAA, Account Management, Selling, Analysis, Orthopedic, Government Contracting, International Sales, Network Contracting, Compliance, Medical Compliance, Product Launch, Customer Service, Product Development, Training, Coaching, Marketing Strategy, P&L Management, Insurance, Budgets, Start-ups, Leadership Development
Education
Bethel University 2000 — 2002
BA, Business
Vistage November 2009 - Present
RadiSys Corp. November 2004 - July 2009
Clowes and Associates February 2004 - October 2004
FEI 2002 - 2003
TechSmart.Com January 2000 - September 2000
Hewlett-Packard Company 1996 - 2000
Hewllett Packard 1977 - 1998
Skills
Leadership Development, Coaching Leaders, Executive Coaching, Mentoring, Strategy, Leadership, Program Management, Change Management, Business Planning, Process Improvement, Management, Operations Management, Training, Product Management, Product Development, New Business Development, Product Marketing, Sales Process, Project Management, Marketing Strategy, Competitive Analysis, Integration, Human Resources
Education
Stanford University Graduate School of Business 1992 — 1992
Stanford Executive Program
Montana State University-Bozeman 1976 — 1977
MSME, Mechanical Engineering
Montana State University-Bozeman 1972 — 1976
BSME, Mechanical Engineering
Benjamin, Bain, Howard & Cohen, LLC 1991 - Present
Vistage 2008 - 2009
Roath & Brega, P.C. 1981 - 1989
Skills
Real Estate, Commercial Litigation, Construction Law, Contract Negotiation, Arbitration, Real Estate Transactions, Entitlements, Disposition, Corporate Governance, Due Diligence, Leases, Dispute Resolution, Real Estate Financing, Real Estate Economics, Intellectual Property, Legal Research, Real Estate Development, Joint Ventures, Business Transactions, LLC
Education
Loyola Law School, Los Angeles 1973 — 1976
J.D., Law
University of Southern California 1967 — 1971
B.A., Political Science
Granada Hills High School 1964 — 1967
Math and Science Major
Oceaneering September 2014 - Present
Vistage August 2013 - Present
AMETEK SCP March 2011 - April 2014
Camp Howe August 2006 - October 2013
Kollmorgen Electro Optical, now L3-KEO March 2005 - March 2011
Naval War College 2004 - 2005
US Navy 1975 - 2005
Navy 1975 - 2005
USS SIMON LAKE (AS 33) July 1997 - July 1999
Joint Staff 1995 - 1997
Skills
Business Development, Program Management, Strategic Planning, Leadership, Command, Project Management, Team Building, Operations Management, Lean Manufacturing, Government Contracting, Proposal Writing, Military Experience, Earned Value Management, Process Improvement, Six Sigma, Organizational..., Engineering, Defense, Petroleum, Training, Nuclear, Manufacturing, Tactics, National Security, Operational Planning, Military Operations, Systems Engineering, Engineering Management, Government, Information Assurance, Cross-functional Team..., Weapons, Team Leadership, Personnel Management, Project Planning, Human Resources, Analysis, Strategy, Strategic Leadership, Management
Education
Cameron University 2002 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
National Defense University NWC 1994 — 1995
MS, International Relations and National Security Studies
(NPS Vallejo and NPTU - S5G Idaho Falls) 1975 — 1976
MSE Nuclear Engineering
United States Naval Academy 1971 — 1975
BS, Systems Engineering
Vistage May 2015 - Present
Vistage July 2013 - May 2015
Vistage International January 2012 - July 2013
Santa Clara University May 2009 - June 2011
Abrevity September 2008 - March 2009
VTM June 2007 - September 2008
Skills
Content Development, Process Scheduler, Market Research, Negotiation, Charity, Logistics Management, Organization, Budget Reconciliation, Event Management, Marketing Strategy, Public Relations, Leadership, Training, Meeting Planning, Fundraising, Management, Strategy, Program Management, Event Planning, Budgets, Marketing, Social Media, Social Media Marketing, Public Speaking
Education
Gonzaga University 2003 — 2007
BA, Applied Communication Studies and Public Relations
San Diego State University-California State University 2012 — 2012
Certificate, Meeting and Event Planning
Mercer Island High School 1999 — 2003
High School Diploma
Symbex June 2004 - Present
Thermech Engineering Company June 2004 - Present
Coated Fabrics Company / CrystalForm June 2004 - Present
Texlon Corporation June 2004 - Present
Coast Pad & Trim Corp. October 1994 - Present
Vistage International 2007 - March 2014
Vistage 2010 - 2012
Vistage 2010 - 2012
Tresury Services July 1989 - July 1991
Skills
Strategic Planning, Business Strategy, Management, Start-ups, Selling, Real Estate, Entrepreneurship, Strategy, Executive Management, Mergers & Acquisitions
Education
University of California, Los Angeles - The Anderson School of Management 1991 — 1993
MBA, Operations
Pomona College 1985 — 1989
BA, Economics
Brooks School 1981 — 1987
High School, High School/Secondary Diplomas and Certificates
Cerritos College
Vistage June 2015 - Present
CIK Consulting LLC September 2014 - Present
ShopHQ (formerly known as ShopNBC - 3rd largest US Home Shopping Network) October 2012 - August 2014
ShopNBC June 2011 - October 2012
ShopNBC June 2009 - June 2011
David's Bridal September 2006 - June 2009
QVC November 1999 - September 2006
QVC July 1994 - November 1999
Zeneca Pharmaceuticals June 1990 - July 1994
Zeneca Pharmaceuticals/ICI Chemicals June 1989 - June 1990
Skills
E-commerce, Strategy, CEOs, Multi-channel Marketing, Leadership Development, Business Advisory, Strategic Leadership, Organizational..., Executive Coaching, Digital Strategy, C Suite, Online Marketing, Web Analytics, Management, Email Marketing, Leadership, Retail, Marketing, Affiliate Marketing, Competitive Analysis, Brand Development, Strategic Planning, Cross-functional Team..., Mobile Marketing, Analytics, Strategic Partnerships, Marketing Strategy, Executive Management, Digital Marketing, digital commerce, Social Media Marketing, Executive Development, Coaching & Mentoring, Web Marketing, Omni Channel, Brand Management, CRM, Online Advertising, Direct Marketing, Multi-channel Retail, Interviews, Customer Acquisition, Lead Generation, Human Resources, Interactive Marketing, Corporate Advisory
Education
Temple University - Fox School of Business and Management 1985 — 1988
MBA, Business
Ithaca College 1977 — 1981
BS, Business
Chord Group July 2015 - Present
The MIAMI Institute for Age Management January 2005 - Present
Vistage March 2010 - Present
Worldmedia Interactive January 1999 - Present
Courtney & Watson Advertising 1995 - 2000
Skills
Online Advertising, Online Marketing, Digital Marketing, Marketing, Integrated Marketing, Management, Advertising, Social Media Marketing, Mobile Marketing, Entrepreneurship, New Business Development, E-commerce, Social Media, SEM, Leadership, Healthcare Management, Practice Management, business planning, Medicine, Brand Development, Brand Management, Operations Management, Sales Management, Marketing Strategy, Email Marketing, Lead Generation, Social Networking, Digital Media, Digital Strategy, Marketing Communications, SEO, Business Development, Start-ups, Strategy, PPC, Marketing Management, Interactive Marketing, Business Strategy, Strategic Planning, Media Buying, Analytics, Affiliate Marketing, Media Planning, Strategic Partnerships, New Media, Product Marketing, B2B, Business Planning
Education
Boston College 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Pinkerton Academy 1980 — 1984
SagePoint Group 2008 - Present
Vistage 2007 - Present
McFarland Strategy Partners 2007 - 2008
ClearPlay Inc. 2001 - 2007
YSource 1998 - 2000
Darden Restaurants 1995 - 1998
PepsiCo 1986 - 1995
Procter & Gamble 1983 - 1986
Skills
Strategic Planning, Marketing Strategy, Product Development, Start-ups, Management Consulting, Business Strategy, New Business Development, Consumer Products, Business Modeling, Business Development, Entrepreneurship, Leadership Development, Executive Management, Income Statement, Venture Capital, Leadership, Strategic Alliances, E-commerce, Growth Strategies, Team Building, Analytics, Public Speaking, Go-to-market Strategy, Competitive Analysis, Product Marketing, Due Diligence, Brand Management, Market Entry, Strategy, Product Management, Positioning, Management, Product Innovation, Marketing, Market Research, Brand Architecture, P&L Management, Strategic Partnerships, Strategic Thinking, Licensing, Thought Leadership, Business Planning, Training, Consulting
Education
Brigham Young University
MBA
University of Minnesota-Duluth
BA
SmartCEO January 2015 - Present
Wealth Preservation Solutions, LLC and Wealth Preservation for Women May 2003 - Present
Vistage 2011 - 2015
Commerce & Industry Association of NJ 2013 - 2014
The New Jersey Chapter of Professional Women in Construction 2013 - 2013
Utility Transportation Construction Association 2003 - 2013
Bette Midler, Barry Manilow, Chuck Berry, Todd Rundgren 's Utopia, Richie Havens, 1965 - 2013
Skills
Financial Planning, Retirement Planning, Estate Planning, Business Sucession..., Exit Planning, 401k Rollovers, IRA Rollovers, Roth IRA, Asset Allocation, Asset Management, Investment Advisory, investment planning, Employee Benefits, Benefits Plan Design, Employee Benefit Plan..., Strategic Financial..., Asset Managment, Investments, IRAs, Wealth Management, Exit Strategies, Wealth, Small Business, Portfolio Management, Financial Advisory, Retirement, Finance, Strategic Planning, Securities, Life Insurance, Financial Services, Disability Insurance, Mutual Funds, Series 7, Drums, Fixed Annuities, Band, Insurance, Series 63, Investment Strategies, Recording, Equities, Financial Planners, Long-term Care, Pensions, Executive Management, Term Life Insurance, Concerts, Risk Management, Hedge Funds
Education
College for Financial Planning 1990 — 1992
Certified Financial Planner
Berklee College of Music
Riverdale Country School 1967 — 1969
High School Diploma
Deerfield Academy 1965 — 1967
High School
Innovum Technologies, Inc. March 2015 - Present
Vistage April 2015 - Present
Drexel University November 2009 - Present
Jacquette Consulting September 2000 - Present
PharmaCloud, a division of Jacquette Consulting August 2012 - April 2015
Greater West Chester Chamber of Commerce January 2011 - December 2012
AstraZeneca 2000 - 2006
Progressive Software Computing, Inc. August 1999 - August 2000
First Consulting Group March 1999 - August 1999
Integrated Systems Consulting Group April 1994 - April 1999
Skills
Software Development, Agile Methodologies, Cloud Computing, SDLC, Business Analysis, Consulting, Integration, Management, Web Applications, Web Development, Document Management, Requirements Analysis, Program Management, Enterprise Architecture, Cross-functional Team..., IT Management, IT Service Management, Enterprise Content..., Strategic Planning, Documentum, Pharmaceutical Industry, Computer System..., Process Improvement, Business Intelligence, Analysis, IT Strategy, Project Management, Quality Assurance, Business Process..., SQL, Project Portfolio..., SaaS, Entrepreneurship, Requirements Gathering, Software Documentation, Strategy, Leadership, Cloud Applications, Cloud Security, Information Technology..., Information Technology, Software Project..., Customer Experience..., Customer Experience..., Usability Engineering, Customer Service Design
Education
Drexel University 1986 — 1991
B.Sc., Computer Science
West Chester East 1982 — 1986
Spicy Spirit Marketing, Inc January 2011 - Present
San Mateo Area Chamber of Commerce May 2014 - Present
Vistage July 2013 - April 2014
DSA Phototech May 2010 - January 2011
Edelman July 2008 - June 2009
Ogilvy & Mather June 2006 - June 2008
Skills
Internet Marketing, Public Relations, Mandarin Chinese, Communication, Networking, Web Design, Content Production, SEO, Social Media, SEM, PPC, Blogging, Social Media Marketing, Conversion Optimization, Email Marketing, Web Analytics, internet marketing, Online Marketing, Online Advertising, Internet Media, Digital Marketing, Demand Generation, Lead Generation, Web Marketing, Mandarin, Management, Marketing Strategy, Entrepreneurship, Press Releases, Marketing, CRM, New Business Development, Mobile Marketing, Digital Strategy, Strategic Partnerships, Direct Marketing, Sales, Brand Development, B2B Marketing, Display Advertising, Interactive Marketing, Digital Media, Content Strategy, Google Analytics, Integrated Marketing, E-commerce, Google Adwords, Chinese culture
Education
San Francisco State University, College of Business 2009 — 2011
MBA, Business Administration
Communication University of China 2002 — 2006
BA, International Journalism
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
Your CFO September 2008 - Present
Vision 360, Inc. June 1990 - Present
Vistage February 1990 - Present
Caneel Bay 1966 - 2014
Coatings Composites Corporation April 1983 - September 1989
Skills
Facilitation, group, Strategic Planing..., CEO Mentor, Sales training, Team Building, Board of Director..., Retreats, Entrepreneurship, Mergers, Recruiting, Executive Coaching, Leadership Development, Coaching, Business Strategy, Small Business, Marketing Strategy, Public Speaking, Start-ups, Business Planning, Management Consulting, Team Leadership, Leadership, Sales Management, Change Management, Mergers & Acquisitions, Strategy, Strategic Planning, Management, New Business Development, Business Development, CEOs, Selling Skills, Personal Development, Emotional Intelligence, Training, Social Networking, Executive Management, Business Coaching, Competitive Analysis, Executive Development, Sales, Consulting, Strategic Partnerships, Human Resources, Analysis, Workshop Facilitation, Work Life Balance, Organizational...
Education
Santa Monica City College 1956 — 1956
Associate of Arts and Sciences (AAS), Electrical and Music
Fresno City College 1951 — 1955
Business and Music
Vistage October 2000 - Present
Education
California State University-Northridge 1979 — 1982
Business, Business - Accounting CPA
UCLA 1977 — 1979
Bachelor's degree, Political Science and Government
Colletti Consulting LLC February 2006 - Present
Vistage 2011 - 2012
Energage May 2005 - May 2006
Calgon Carbon Corp January 2001 - January 2006
Columbian Chemicals Company January 1968 - January 2001
Skills
Profit Improvement, Business Modeling, Executive Development, Strategic Planning, Organizational Design, Leadership Development, Team Building, Business Strategy, Executive Coaching, Executive Management, Mentoring, Change Management, Performance Management, Metrics Analysis, Issue Resolution, Small Business, Family Business, Performance Appraisal, Performance Improvement, Resolve Issues, Operations Management, Manufacturing, Manufacturing Processes, Lean Manufacturing, International..., Peer Mentoring, professional training..., Coaching, Management Consulting, Organizational..., Start-ups, Personal Development, Entrepreneurship, Mergers & Acquisitions, Business Coaching, Public Speaking, Workshop Facilitation, Consulting, Emotional Intelligence, Training, Organizational..., Thought Leadership, Strategic Leadership, Strategic Thinking, CEOs
Education
University of Louisiana at Lafayette 1994 — 1996
MBA, Finance
Louisiana State University 1986 — 1996
MBA, Finance, General
Vistage 2011 - Present
CohnReznick LLP September 2007 - June 2011
RPR Partners, LLP December 2004 - July 2007
Cubic Corporation November 2003 - December 2004
RPR Partners, LLP December 2000 - November 2003
Skills
Internal Audit, Tax, Corporate Tax, GAAP, Income Tax, Internal Controls, Tax Research, Tax Preparation, Accounting, Tax Accounting, Auditing, CPA
Education
California State University San Marcos 1998 — 2000
BS, Business Administration, emphasis in Accountancy
American General Life Companies 2006 - Present
Vistage 1999 - 2013
Cambridge Integrated Services 2005 - 2006
American General Life Companies 1999 - 2005
Mutual of Omaha 1992 - 1999
Education
University of Nebraska-Lincoln 1985 — 1992
Bachelors, Accounting
Babson College
Executive Education - LIMRA
University of Notre Dame
Vistage
Vistage 2014 - Present
RenaHuber Consulting October 2013 - Present
Thrive at 55 LLC November 2013 - Present
RenaHuber Consulting October 2013 - Present
Greater Phoenix SCORE October 2013 - Present
Local First Arizona February 2014 - June 2015
Greater Phoenix SCORE October 2011 - September 2013
Arizona Public Service March 2000 - September 2013
ASBA 2005 - January 2011
The Whale Hunters 2009 - 2010
Skills
Team Building, Mentoring, Public Speaking, Negotiation, Community Outreach, Leadership, Leadership Development, Proposal Writing, Small Business, Marketing, Fundraising, Strategic Planning, Business Strategy, Training, Entrepreneurship, Start-ups, Project Planning, Nonprofits, Recruiting, Program Management, Strategy, Coaching, Event Planning, Social Networking, Marketing Strategy, Management, Social Media, Social Media Marketing, New Business Development, Budgets, Business Planning, Contract Negotiation, Project Management, Organizational..., Sales, Management Consulting
Education
California State University-Fullerton 1979 — 1981
B.A., English
Dordt College 1976 — 1978
Bachelor of Arts, English
CEO Tools Inc. Managing Partner, CEOGandy Dancer Press LLCJanuary 2000 - Present
Vistage International, the World's Leading Chief Executive Organization 1981 - Present
Vistage 1981 - 2009
Education
Stanford University 1964 — 1966
MBA, Finance & Marketing & Quantitative Methods for Business
Massachusetts Institute of Technology 1960 — 1964
BS Physics MIT, Physics, Economics, Mathematics
Vistage January 2014 - Present
Biz-Align Strategies and Consulting January 2003 - Present
Management Action Programs January 1999 - December 2002
Practical Products, Inc. 1979 - 1998
Skills
Executive Coaching, Organizational..., Strategic Planning, Leadership Development, Management Consulting, Program Management, Employee Benefits, Business Planning, Management, Small Business, Team Leadership, Talent Acquisition, DISC, Performance Benchmarking, CRM and Email Marketing..., Coaching, Employee Relations, Sales, Nonprofits, Entrepreneurship, Time Management, Strategy, Recruiting, Performance Management, Advertising, Team Building, Executive Management, Retail
Education
Eastern Michigan University 1966 — 1971
Bachelor of Science
Harper Woods High School 1964 — 1966
HS
TrustDesign June 1990 - Present
Vistage November 2014 - Present
Boston Exit Planning Exchange September 2008 - Present
XPXGlobal, LLC January 2008 - Present
Skills
buy sell agreements, Life Insurance, Estate Planning, private wealth planning, Owner's Process Coach, Exit Strategies, Buy-sell Agreements, Wealth Management, Retirement, Wealth, Entrepreneurship, Succession Planning, Coaching, Small Business, Financial Advisory, Strategy, Project Planning, Leadership, Trusts, Pensions, Insurance, Financial Planners, Estate Tax Planning, Strategic Financial..., Retirement Planning, High Net Worth..., Social Networking, Asset Allocation, Wealth Management..., Finance, Family Business, Investments, LLC, Investment Advisory, Asset Protection, Mutual Funds, Tax, Business Formation, Asset Management, Financial Planning
Education
Colorado College 1975 — 1979
BA
Arizona State University College of Law 1979 — 1983
Juris Doctorate
Sechan Electronics, Inc. August 2014 - Present
Vistage 2014 - 2014
Sechan Electronics, Inc. 2008 - 2014
Sechan Electronics, Inc. 1999 - 2008
Amp Incorporated 1989 - 1999
Skills
GD&T, Manufacturing, Leadership, Robotics, Process Improvement, Lean Manufacturing, Team Building, Microsoft Office, Engineering, Electronics, Product Development, Design for Manufacturing, PCB design, Fiber Optics, Automation, Continuous Improvement, AutoCAD, Program Management, Operations Management, Manufacturing..., Customer Service, Six Sigma, SharePoint, Project Management, Aerospace, Strategic Planning, Electrical Engineering
Education
National Technology University 1994 — 1998
Master's degree, Manufacturing Operation Management
Rochester Institute of Technology 1986 — 1989
Bachelor of Technology (B.Tech.), Manufacturing Engineering
Hudson Valley Community College 1984 — 1986
Associate of Arts and Sciences (A.A.S.), Industrial and Product Design
Vistage August 2014 - Present
Hannah Cates Design 2009 - Present
McCarthy Building Companies, Inc. August 2012 - August 2014
Laureltree Promotions February 2012 - July 2012
Chapman University August 2008 - December 2011
Skills
InDesign, Graphic Design, Adobe Creative Suite, Illustrator, Photography, Art, Packaging, Layout, Branding & Identity, Photoshop, Typography, Dreamweaver, After Effects, Nutrition, Health, Acting, Drawing, Medical Terminology, Food Science, Marketing, Marketing Communications, Marketing Strategy, Salesforce.com, CRM, Microsoft CRM, Microsoft Dynamics, Advertising
Education
Chapman University 2008 — 2012
Bachelor of Fine Arts, Graphic Design
Triage Consulting Group August 2015 - Present
Cal Poly State University April 2013 - June 2015
California Polytechnic State University September 2011 - June 2015
Vistage June 2014 - September 2014
Cal Poly State University August 2012 - June 2014
Alpha Phi International Fraternity January 2013 - January 2014
Islands Restaurants September 2010 - September 2013
E.T. Search, Inc. June 2012 - December 2012
Skills
Leadership, Research, Microsoft Excel, Marketing, Public Relations, Event Planning, Public Speaking, PowerPoint, Time Management, Social Networking, Data Entry, Organizational Design, Organizational..., Human Resources, Text Editing, Cross-Cultural Study..., Manuscript Reviewing, Analytics
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Science (B.S.), Psychology
Universitat de Barcelona 2013 — 2013
General Education
La Costa Canyon 2007 — 2011
Vistage August 2014 - Present
Business Legacy, LLC February 2012 - Present
University of Northern Iowa January 2011 - Present
Iowa Bail Bond Association, Inc. June 2009 - December 2014
The Worthington Partnership, LLC February 2007 - February 2012
Wayne Engineering Corporation 1987 - December 2006
Wayne Engineering Corporation 1987 - December 2006
Wayne Engineering Corporation May 1983 - July 1989
Hansen Lind Meyer September 1977 - August 1981
Skills
Leadership Development, Leadership, Strategic Planning, Business Strategy, Business Planning, Organizational..., Coaching, Team Leadership, Team Building, Management, Management Consulting, Project Management, Strategy, Nonprofits, Manufacturing, Mergers & Acquisitions, Human Resources, Marketing, Marketing Strategy, Managerial Finance, Financial Analysis, Entrepreneurship, Executive Management, Business Development, Executive Coaching, Board Development
Education
University of Notre Dame - Mendoza College of Business 1981 — 1983
MBA, Finance
Iowa State University 1973 — 1977
BS, Landscape Architecture
West High School
Bimeda Holdings August 1997 - Present
Vistage May 2014 - Present
Global Irish Economic Forum September 2009 - Present
The American Ireland Fund June 2011 - Present
Skills
Manufacturing, Veterinary, Investments, Strategy, Management, Sales Management, New Business Development, Business Planning, Pharmaceutical Industry, Marketing, Account Management, Negotiation, Marketing Strategy, Project Management, Mergers & Acquisitions, Sales, Business Strategy, Start-ups, Public Speaking, Regulatory Affairs
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Global Staregic Marketing
Oxford Brookes University 2003 — 2005
Master of Business Administration (MBA)
Griffith College Dublin 1990 — 1993
Accounting, Accounting and Finance
Vistage May 2015 - Present
Iowa House of Representatives January 2015 - Present
Goodwill of the Heartland September 2012 - January 2015
U.S. Air Force June 2010 - July 2012
U.S Pacific Command 2008 - 2010
Kunsan Air Base, Korea 2007 - 2008
Air University, Center for Strategy and Techology 2006 - 2007
Air University, Maxwell AFB, AL 2005 - 2006
Cannon Air Force Base, NM 2001 - 2005
Skills
Aerospace, Air Force, Aircraft, Army, Aviation, C4ISR, Command, Command, Contingency Planning, Counterterrorism, Counterinsurgency, Crisis Management, DoD, Electronic Warfare, Emergency Management, Exercises, Force Protection, Foreign Military Sales, Government, Government Contracting, Homeland Security, Information Assurance, Intelligence Analysis, Interagency Coordination, International Relations, Leadership, Leadership Development, Military, Military Experience, Military Operations, Military Training, NATO, National Security, Navy, Operational Planning, Organizational..., Policy, Process Improvement, Program Management, Readiness, Security Clearance, Special Operations, Strategic Leadership, Strategic Planning, Systems Engineering, Tactics, Team Building, Team Leadership, Top Secret, Intelligence
Education
University of Iowa 2012 — 2014
Master of Business Administration (MBA)
Air War College 2005 — 2006
Master of Strategic Studies
Harvard Kennedy School of Government 2000 — 2001
MPA, Political Leadership, National Security
Olmsted Scholar, University of Stockholm 1998 — 2000
United States Air Force Academy 1983 — 1987
BS, Foreign Affairs
Vistage January 2014 - Present
e-VentExe May 2000 - Present
Growth Analogy August 2011 - Present
CALSHRM October 2011 - Present
SHRM July 2012 - Present
SAHRA January 2012 - Present
Maloof Sports and Entertainment August 1999 - May 2000
Interim Services 1995 - 1999
Fairmont Hotel 1987 - 1995
Newark Fremont Hotel 1984 - 1987
Skills
Human Resource Planning, Human Resources, Employment Law..., Legal Compliance, Organizational..., Blue Ocean Strategy, Leadership Development, Strategic Human..., Strategic HR, HR Consulting, Recruiting, Employee Handbooks, Workplace Harassment, Interview Preparation, Employee Benefits, Fundraising, Organizational..., Employee Relations, Succession Planning, Performance Management, Benefits Administration, Deferred Compensation, Leadership, Management, Onboarding, Strategic Planning, Strategy, Training, Talent Management
Education
Fairleigh Dickinson University 1978 — 1980
MA, Industrial Psychology
Monmouth University 1974 — 1978
BA, Psychology
Saint Joseph High School 1970 — 1974
college prep
Vistage March 2014 - Present
San Diego Christian College 2009 - Present
Bridgepoint Education/Ashford University October 2009 - September 2013
By Referral Only March 2004 - April 2009
TRI-AD 2008 - 2008
LPL Financial 1999 - 2004
Skills
Staff Development, Teaching, Public Speaking, Higher Education, Leadership Development, Coaching, E-Learning, Adult Education, Human Resources, Leadership, Organizational..., Training, Personnel Management, Instructional Design, Microsoft Excel, Customer Service, Recruiting, Distance Learning, Curriculum Design, Career Counseling, Nonprofits
Education
Keller Graduate School of Management of DeVry University
MBA, Marketing
San Diego Christian College
BS, Management
Providers Council 2004 - Present
Vistage 2003 - Present
Community Resources for Justice July 1974 - Present
Skills
Criminal Justice, Social Services, Program Management, Non-profits, Government, Mental Health, Higher Education, Policy, Public Relations, Board Development, Grants, Case Managment, Case Management, Program Development, Psychotherapy, Management, Fundraising, Community Development, Training, Career Counseling, Public Speaking, Program Evaluation, Editing, Leadership Development, Research, Executive Coaching, Policy Analysis, Organizational..., Strategic Planning
Education
Suffolk University - Sawyer Business School 1976 — 1980
MBA, Management
University at Albany, SUNY 1973 — 1974
MA, Criminal Justice
Boston College 1968 — 1972
BA, Sociology
Saint John's Prep 1964 — 1968
High School
Drexel University, LeBow College of Business June 2015 - Present
Gondek & Associates February 2014 - Present
CMI Research August 2012 - January 2014
KantarHealth January 2010 - May 2012
Genactis, Inc. August 2007 - September 2009
Vistage 2005 - 2007
Gondek & Associates 1992 - 2007
M&M/Mars April 1986 - October 1992
Johnson & Johnson August 1984 - April 1986
Quaker Oats Company June 1981 - August 1984
Skills
Actionable business..., Global market research..., Research-based..., Personnel Development, Team Leadership, Strategic Insights, Market Research, Pharmaceutical Industry, Marketing Strategy, Consulting, Client Service, Leadership, Customer Insight, Management Consulting, Start-ups, Financial Services, Strategy, Consumer Behaviour, Cross-functional Team..., Management, Business Insights, Segmentation, Business Development, Quantitative Research, New Business Development, Marketing, Personal Development, Analytics, Qualitative Research, Competitive Intelligence, Product Development, Market Analysis, Primary Research, Advertising Research, Questionnaire Design, Competitive Analysis, Focus Groups, Brand Equity, Marketing Management, Survey Design, Brand Management, Data Analysis
Education
University of Pittsburgh 1979 — 1981
Post-Doctoral Fellow, Psychiatric Epidemiology
University of Connecticut 1974 — 1979
Ph.D., Social Psychology
University of Connecticut 1975 — 1978
M.S., Statistics
University of Connecticut 1974 — 1978
M.A., Social Psychology
Drexel University 1970 — 1974
B.S., Humanities and Social Sciences
Hazleton High School 1968 — 1970
Our Lady of Perpetual Help
Vistage September 2014 - Present
Next Game Plan May 2008 - Present
Skills
Coaching, Executive Coaching, MBTI, Leadership Development, The Leadership Circle..., Emotional Intelligence..., Positive Psychology, Team Building, Career Development..., Leadership Development..., Strengths Based Coaching, Career Management, EQi, Emotional Intelligence, Fundraising, Organizational..., Career Development, Analysis, Nonprofits, Career Counseling, Management Consulting, Personal Development, Interviews, Leadership, 360 Feedback, Workshop Facilitation, Management, Executive Development, Consulting, Organizational..., Culture Change, Staff Development, Management Development, Resume Writing, Small Business, Career Assessment, Conflict Resolution, Job Search Strategies, Job Search, Job Coaching, Work Life Balance, Business Coaching, Personal Branding, Life Coaching, Interview Preparation, Training
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance, Health Care, Public Policy
Georgetown University 2007 — 2008
Certificate in Leadership Coaching
The Johns Hopkins University 1997 — 2003
MS Counseling, Counseling
University of Pennsylvania - The Wharton School 1977 — 1981
B.S. Economics, Marketing
Child Care CRM October 2009 - Present
Child Care Technology Solutions December 2009 - Present
Vistage 2014 - 2014
CareSmart Solutions July 2005 - October 2009
SofterWare, Inc. April 1995 - June 2005
Care Software Systems November 1989 - March 1995
CMark, Inc. August 1987 - December 1992
Kim Petroleum Computers June 1984 - August 1987
Skills
Start-ups, Sales Management, Lead Generation, Online Marketing, Customer Relations, PowerPoint, Coaching, Selling, Strategic Planning, New Business Development, Marketing Strategy, Social Media Marketing, Email Marketing, Marketing, Marketing Communications, Customer Service, Digital Marketing, Online Advertising, CRM, Business Planning, Management, Business Development, Strategy, Entrepreneurship, Strategic Partnerships, Small Business, Leadership, SaaS, Executive Management, Sales
Education
Colorado State University
BS Business Admininstration, Management & Accounting
Vistage November 2014 - Present
Yourkidvid January 2013 - Present
Planetary Data April 2014 - Present
Acer Group November 2008 - January 2013
Gateway, Inc. February 1999 - November 2008
Zurich Financial Services August 1993 - February 1999
Skills
Litigation Management, Mergers, Licensing, Intellectual Property, Corporate Governance, Contract Negotiation, Labor Law, Mergers & Acquisitions, Executive Counseling, Executive Management, Civil Litigation, Start-ups, Joint Ventures, Trade Secrets, Employment Law, Litigation, Due Diligence, International Law, Commercial Litigation, Software Licensing, Privacy Law, Corporate Law, Trademarks, Legal Writing, IPO, Litigation Support, Finance, Strategy, Legal Assistance, Legal Research, Risk Management, Legal Compliance, Venture Capital, Competition Law, Patent Litigation, Patents, Leadership, Dispute Resolution, Restructuring, Arbitration, Patent Prosecution, Acquisitions, Mediation, Legal Advice, Copyright Law, Employment Contracts, Securities Regulation, Strategic Partnerships
Education
Boston University Questrom School of Business 1997 — 1999
Business School
New England School of Law 1990 — 1993
JD
Bucknell University 1986 — 1990
BA, Business
The Tafoya Group August 2015 - Present
Harvard Business School Alumni Board 2012 - Present
Information Management Network September 2010 - Present
VISTAGE March 2009 - Present
Solutions in Practice, LLC January 2007 - August 2015
Lyme Research Alliance June 2009 - August 2013
HBSCT Community Partners April 2006 - March 2013
WestLB AG November 1992 - April 2006
Security Pacific National Bank 1984 - 1992
Citibank 1976 - 1984
Skills
Risk Management, Strategy, Management Consulting, Capital Markets, Restructuring, Negotiation, Banking, Financial Risk, Executive Management, Financial Structuring, Credit Risk, Business Strategy, Strategic Planning, Consulting, Real Estate, Financial Services, Leadership, Strategic Partnerships, Not for Profit, Governance, Strategic Consulting
Education
Harvard Business School 1978 — 1980
MBA, Business Administration
University of Southern California 1971 — 1975
BS, Finance, Marketing
iTexico January 2010 - Present
Austin Business Board January 2013 - Present
Elixir Web Solutions January 2005 - December 2013
Vistage December 2009 - December 2012
Entreave, Inc December 2010 - June 2012
AVK Global August 2008 - December 2010
Shergroup Limited May 2010 - October 2010
Boss & Hughes December 2008 - August 2009
MixZing August 2008 - January 2009
Dell September 2007 - August 2008
Skills
Project Management, Start-ups, Cloud Computing, Business Strategy, Outsourcing, SaaS, Entrepreneurship, IT Strategy, Program Management, Business Development, Product Management, Business Analysis, Mobile Devices, Management, Go-to-market Strategy, CRM, Consulting, Strategic Partnerships, New Business Development, Service Delivery, Leadership, Executive Management, Strategy, Marketing, Mergers & Acquisitions, Software Project..., Software Development, Telecommunications, Mobile Applications, Business Transformation, Business Planning, Project Portfolio..., Managed Services, Enterprise Software
Education
Michigan State University - The Eli Broad Graduate School of Management 1994 — 1996
MBA
Wayne State University 1985 — 1987
M.S., Computer Engineering
IIT Delhi 1977 — 1982
B. Tech, Electrical Engineering
Sainik School Kapurthala 1970 — 1977
Higher Secondary, Physical Sciences
Doctus 2000 - Present
Roosevelt University July 2014 - Present
Tiny Docs, 1871 mentor July 2014 - Present
AdbookAssistant.com November 2014 - Present
Private Directors Association November 2014 - Present
IACS 2014 - Present
AFC 2013 - Present
Vistage February 2015 - August 2015
AFC 2013 - 2015
Roosevelt University July 2008 - July 2014
Skills
Leadership, Program Management, Management, Training, Strategic Planning, Fundraising, Analysis, Public Speaking, Research, Project Planning, Higher Education, Change Management, Organizational..., Leadership Development, Start-ups, Budgets, Spanish, Strategy, Teaching, Nonprofits, Social Media, Innovation Management, Technology Needs..., Entrepreneurship, Public Relations, Volunteer Management, Team Building, Event Planning, Management Consulting, Marketing, Event Management, Operations Management, Employee Training, Project Management, Social Networking, Coaching, Staff Development, Business Strategy, Excellent leadership..., Business Analysis, Sales, Community Outreach, Grant Writing, Program Development, French, Data Analysis, International Sales, Market Research, CEO Succession, CEO Coaching
Education
Southern Methodist University 1988 — 1991
DE, Engineering/Industrial Management, 3.8
University of Louisville 1975 — 1980
Meng, Chemical Engineering, 3.3
Eastern Kentucky University 1990 — 1999
Bachelor's Degree, French Language and Literature, 4.0
Chief Outsiders 2014 - Present
Vistage June 2014 - Present
EarthLink July 2013 - June 2014
CenterBeam May 2002 - July 2013
Accelio August 2001 - June 2002
Xerox Canada Ltd. 1980 - 2000
Skills
Leadership, Marketing, Lead Generation, Professional Services, Executive Management, Business Development, Demand Generation, B2B Marketing, SaaS, Business Alliances, Integrated Marketing, Strategy, Sales Process, Account Management, Business Strategy, Go-to-market Strategy, Product Marketing, Sales Enablement, Sales, Analytics, Strategic Partnerships, Start-ups, Sales Operations, Channel Partners, Cloud Computing, Sales Trainings, Product Management, Solution Selling, CRM, New Business Development, Data Center, Digital Marketing, Sales Management, Salesforce.com, Channel, Competitive Analysis, Partner Management, Strategic Alliances, B2B, Direct Sales, Marketing Strategy, IT Service Management, Marketing Communications, Marketing Automation, Mobile Devices, Managed Services, Cross-functional Team..., Multi-channel Marketing, Product Launch
Education
Concordia University 1977 — 1980
B Commerce, Business
Mount Royal High School
Vistage 2015 - Present
Pasadena Angels 2002 - Present
Skills
Start-ups, Entrepreneurship, Venture Capital, Marketing, Angel Investing, Corporate Development, Product Management, Strategy, Business Strategy, Strategic Partnerships, Executive Management, Mergers, Corporate Finance, Business Development, Competitive Analysis, Private Equity, Business Planning, Investments, Mergers & Acquisitions, Strategic Planning, Management, Product Development, Due Diligence, Management Consulting, Product Marketing, Training & Development, Peer Mentoring, Professional Mentoring
Education
Massachusetts Institute of Technology
MSEE, BSEE, Electrical Engineering & Computer Science
University of Minnesota - Carlson School of Management
MBA, International Marketing
Vistage October 2013 - Present
Vistage International January 2013 - September 2013
Ashford University September 2008 - January 2013
American Income Life January 2008 - August 2008
Skills
Sales&Marketing, Retaining Customers, Coaching, Presentation Development, Presentation Coaching, Title IV, FERPA, Leadership Development, Enrollment Management, Student Recruiting, Adult Education, Research, International Relations, Staff Development, Admissions, Training, CampusVue, Leadership, Strategic Planning, Increased Profitability, Performance Improvement, Leadership Development..., 360 Degree Assessment, Action Learning, Peer Mentoring, Social Media Marketing, Educational Leadership, Higher Education..., Social Media, Program Management, Sales, Marketing, Business Development, Admissions Counseling, Public Speaking, Organizational..., Student Financial Aid, Workshop Facilitation, E-Learning, Career Counseling, Team Building, Management, Distance Learning, Organizational..., Career Development, Instructional Design, Resume Writing, Higher Education, Conflict Resolution, Executive Coaching
Education
George Mason University 2002 — 2007
Bachelor of Arts (B.A.), International Policy Analysis
Vistage December 2014 - Present
Stellar December 2012 - December 2014
Stellar September 2011 - December 2012
ACS, A Xerox Company September 2008 - September 2011
ACS May 2007 - September 2008
ACS September 2004 - May 2007
ACS October 2002 - September 2004
Stellar March 1999 - August 2002
Excell Agent Services August 1996 - March 1999
Skills
Strategy, Leadership, Executive Coaching, Business Transformation, Call Centers, Outsourcing, Process Improvement, Team Building, Operations Management, Sales, Business Development, Customer Experience, Change Management, P&L Management, Start-ups, Training, Coaching, Consulting, Leadership Development, Business Process...
Education
The Coaches Training Institute 2013 — 2014
Australian Graduate School of Management 2000 — 2001
Cornell University 1990 — 1994
BS
SPAWAR September 2015 - Present
Vistage June 2015 - August 2015
Department of Business Oversight- Enforcement Division January 2015 - April 2015
California Western School of Law Career and Professional Development Office June 2014 - December 2014
Doan Law Firm, LLP November 2012 - June 2013
Summer Winter Action Tours (SWAT) August 2012 - February 2013
Skills
Microsoft Word, PowerPoint, Customer Service, Event Planning, Microsoft Excel, Facebook, Fundraising, Microsoft Office, Leadership, Sales, Social Media, Social Networking, Research, Time Management, Public Speaking
Education
California Western School of Law 2013 — 2016
Juris Doctor (J.D.)
California State University-San Marcos 2008 — 2012
Bachelor of Arts (B.A.), Political Science, Communications
Redlands East Valley High School 2004 — 2008
Mending Kids August 2009 - Present
Vistage April 2015 - Present
Rotary International June 2004 - Present
Welcome Home Consulting Group November 2008 - December 2013
Ronald McDonald House Charities of Southern California December 1996 - October 2008
Skills
Cause Marketing, Social Entrepreneurship, Fundraising, Nonprofits, Leadership, Strategic Planning, Non-profits, Event Planning, Public Speaking, Non-profit Board..., Volunteer Management, Board Governance, Non-profit Leadership, Non-profit..., Grant Writing, Start-ups, Annual Giving, Stewardship, Management, Budgets, Program Development, Healthcare, Leadership Development, Team Leadership, Philanthropy, Coaching, Accounting, Partnerships, Community Development, Project Management, Organizational..., Staff Development, Policy
Education
Ashford University 2009 — 2011
MBA with a concentration in Global Business, Organizational Management, Sociology, Economics, Accounting and Marketing, 4.0
University of Southern California 1999 — 2001
Associate's degree, Public Policy & Nonprofit Management
Advanced Interactive Response Systems LLC August 2015 - Present
Wellpepper Inc April 2015 - Present
Ventures 2012 - Present
Sound Oxygen Service February 2009 - March 2015
Vistage 2012 - February 2015
Washington Mutual July 2003 - December 2007
Deloitte 2001 - 2003
Franklin Covey June 1996 - September 1999
Skills
Leadership, Business Development, Strategic Planning, Customer Experience, Healthcare, Executive Management, Management Consulting, Cross-functional Team..., Team Building, Business Strategy, Competitive Analysis, Strategy, Management, Product Management, Change Management, Mergers & Acquisitions, Marketing, Financial Analysis, Product Development, Business Process..., Analytics, Private Equity, Program Management, Sales, Portfolio Management, Start-ups, Entrepreneurship, Finance, Financial Services, Strategic Partnerships, Acquisition Integration, Business Planning, Enterprise Software, Forecasting, Financial Modeling, Training, Vendor Management, Business Analysis, Corporate Development, Sales Process, CRM, Business Process, Business Turnaround, Healthcare Strategy, P&L Management, Business Intelligence
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA
Brigham Young University 1996 — 1997
Select pre-MBA coursework
University of Utah 1991 — 1995
BS - Magna Cum Laude
Davis High School
Ideahaus® - A Creative Communications Agency May 1990 - Present
San Diego State University January 2015 - Present
San Diego State University January 2015 - Present
SDSU Research Foundation October 2014 - Present
Kevin Popovic January 1990 - Present
Vistage June 2011 - Present
Skills
Marketing, Marketing Strategy, Marketing Communications, Strategic Communications, Creative Direction, Social Media, Social Media Marketing, Online Marketing, Advertising, Public Relations, Entrepreneurship, Brand Management, Corporate Branding, Communications Planning, Creative Development, Social Media Measurement, Leadership, Strategy, Blogging, Personal Branding, Marketing Management, Copywriting, New Media, Direct Marketing, Creative Strategy, Web Design, Content Strategy, Graphic Design, Event Planning, Web Development, Creative Writing, Training, Logo Design, Corporate Identity, Promotions, Account Management, Event Management, Content Management, Reputation Management, Events, Internet Development, Coaching, Team Leadership, Team Building, Educational Leadership, Motivational Speaking, Team Motivation, Strategic Leadership, Strategic Vision, Digital Marketing
Education
Duquesne University 2004 — 2009
Ed. D. Candidate, Instructional Technologies
Duquesne University 1998 — 2000
M.A., Multimedia Technology
Duquesne University 1982 — 1987
B.S., Communications / Psychology
Quigley High School 1978 — 1982
Diploma, College Prep
Vistage January 2014 - Present
Vistage International March 2012 - December 2013
Vistage International June 2011 - March 2012
Imaging Healthcare Specialists January 2008 - August 2010
Mission Bay Aquatic Center June 2005 - February 2008
SDSU College of Education January 2007 - May 2007
Skills
Executive Coaching, Small Business, Leadership Development, Executive Development, Personal Development, Organizational..., Management Consulting, Organizational..., Salesforce.com, Strategy, Sales, Performance Management, Business Planning, Business Strategy, Business Development, Strategic Thinking, Organizational..., Sales Operations, Program Management, Executive Management, Management, Team Leadership, Competitive Analysis, Consulting, Cross-functional Team..., Proposal Writing, Performance Improvement
Education
San Diego State University 2004 — 2007
BS, Business Administration; Integrated Marketing Communications
Foothill College 2002 — 2004
Business
California Polytechnic State University-San Luis Obispo 2001 — 2002
Environmental Horticultural Science
Gunn High School 1997 — 2001
Leaders Laboratory 2009 - Present
International Business Development Corporation 1987 - Present
Hispanic Automobile Supplier Alliance 2012 - Present
Execution Maximizer 2006 - 2013
Vistage 2008 - 2012
Automotive Supplier Council 1987 - 2000
Cascade Charter Township 1994 - 1998
City of Grand Rapids Police & Fire Pension System 1992 - 1998
City of Grand Rapids General Retirement System 1992 - 1998
Skills
Strategic Planning, Executive Team Alignment, Strategic Leadership, Vision Alignment, Organizational..., High Performance Teams, C-Level Relationships, National Speaker, Leadership Development, Executive Development, Executive Coaching, Leadership, Strategy, Coaching, Organizational..., Executive Management, Business Strategy, Automotive, Strategic Thinking, Competitive Strategies, Start-ups, Mergers, Enterprise Software, Consulting, Change Management, Business Process...
Education
Michigan State University
BA,BS, PhD, Business, Management, Marketing, and Related Support Services
Aquinas College
Masters in Management
Vistage 2009 - Present
Architectural Floor Systems, Inc. 1996 - 2009
GAF 1992 - 1996
Union Oil Company (now ConocoPhillips) 1986 - 1992
Skills
Entrepreneurship, Leadership, Management Consulting, Executive Management, Executive Coaching, New Business Development, Start-ups, Small Business, Strategic Planning, Executive Development, Sales Management, Coaching, Strategy, Team Building, Marketing Strategy, Leadership Development, Business Strategy, Work Life Balance, Business Development, Business Planning, Training, Organizational..., Business Coaching, Product Development, Contract Negotiation, Management, Program Management, Public Speaking, Change Management, Social Networking, Budgets, Marketing, Exit Strategies, Negotiation, Strategic Partnerships, Workshop Facilitation, Sales, Customer Service, Mergers & Acquisitions, Organizational..., Emotional Intelligence, Culture Change, Performance Management, CEOs, Consulting, Team Leadership, B2B, Growth Strategies, Turnaround Experience, Startups
Education
The University of Chicago - Booth School of Business 1996 — 1997
MBA, Business
Illinois State University
BS in Business Administration, Finance and Accounting
University of Illinois at Urbana-Champaign
CPA, Accounting
Presidio School of Sustainable Management 2007 — 2008
Sustainable Management Certificate, Sustainability Studies
IMD Business School
PED, Change Management & Team Building
Plasti-Fab, Inc. and Plasti-Fab International January 2012 - Present
Vistage December 2013 - Present
MITCH Charter School June 2014 - July 2015
Bridgeport Consulting Group, LLC January 2004 - January 2012
Oregon Canadian Forest Products, Inc. June 2006 - March 2009
Children's Cancer Association 2002 - 2009
Caffall Bros. Forest Products, Inc. January 2004 - June 2006
Stimson Lumber Company June 1997 - January 2004
Deloitte & Touche LLP 1994 - 1997
Ernst & Young 1990 - 1994
Skills
Finance, Strategic Planning, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Forecasting, Leadership, Executive Management, Financial Reporting, Manufacturing, Due Diligence, Managerial Finance, Cash Flow, Budgets, Business Planning, Financial Modeling, Accounting, Negotiation, Turn Around Management, Start-ups, Restructuring, Strategic Financial..., Acquisition Integration, Tax, SEC filings, Sarbanes-Oxley Act, Cash Management, Mergers, Corporate Growth, Business Strategy, Financial Planning
Education
Montana State University-Bozeman 1985 — 1990
Bachelor, Accounting
University of Oregon 2000 — 2002
MBA, Business Administration
Vistage 2014 - Present
Golden Success Coaching September 2006 - Present
J. Glancy & Associates, Inc. October 1998 - September 2006
Triad Data/Renaissance Worldwide Inc. March 1998 - September 1998
Triad Data Inc January 1994 - March 1998
Skills
Leadership Development, Executive Coaching, Coaching, Career Transitions, Career Management, Organizational..., Career Development, Executive Development, Career Counseling, Human Resources, Organizational..., Emotional Intelligence, Interviews, Strategy, 360 Feedback, Leadership, Business Coaching, Training, Management, Team Building, Consulting, Talent Acquisition, Succession Planning, Staff Development, Recruiting, Personal Development, Entrepreneurship, Workshop Facilitation, Talent Management, Performance Improvement, Employee Engagement, MBTI, Personnel Management, Employee Benefits, Executive Search, Employee Relations, HR Consulting, Resume Writing, Nonprofits, Job Coaching, Deferred Compensation, Employee Training, Change Management, Conflict Resolution, Performance Management, Training Delivery, Organizational Design, Mergers & Acquisitions, Onboarding, Management Consulting
Education
The University of Texas at Dallas - School of Management 2007 — 2009
Executive and Professional Coach Certification, Organizational Leadership
Southern Methodist University 1970 — 1973
Masters, Music Education
Birmingham-Southern College 1966 — 1970
Bachelor, Music
Culturevate May 2015 - Present
8020 Innovation January 2015 - Present
Vistage December 2014 - June 2015
HYPE Innovation May 2013 - January 2014
spigit March 2011 - April 2013
spigit November 2010 - March 2011
Imaginatik May 2009 - May 2010
Imaginatik April 2006 - May 2010
Imaginatik April 2006 - May 2009
Raindance 2005 - 2006
Skills
Strategy, SaaS, Innovation Management, Enterprise Software, Sales Management, Business Development, Sales Process, CRM, Change Management, Sales, Negotiation, Business Transformation, Selling, Sales Presentations, Strategic Planning, Cloud Computing, Training, Account Management, Product Development, Sales Operations, Strategic Partnerships, Team Building, Solution Selling, New Business Development, Social Networking, Leadership, Contractual Agreements, Counseling Psychology, Marketing, Lead Generation, Go-to-market Strategy, Management, Stakeholder Engagement, Start-ups, Collective Intelligence, Consulting, Salesforce.com, Professional Services, Cross-functional Team..., Coaching, Business Process, Recruiting, Competitive Analysis, Business Strategy, Software Industry, Analytics, Social Media Marketing, Digital Marketing, Digital Strategy, Executive Management
Education
Boston College 1995 — 1997
MA, Psychology
Brandeis University 1991 — 1995
BA, Psychology
Holy Cross High School 1987 — 1991
Vistage November 2014 - Present
Vistage July 2014 - Present
YPO - Young Presidents' Organization April 2014 - July 2014
Young Presidents' Organization November 2011 - July 2013
YPO-WPO April 2007 - October 2011
Young Presidents' Organization April 2007 - October 2011
The Wooster Group November 2002 - July 2006
Columbia University School of Social Work February 2000 - October 2002
Skills
Volunteer Management, Non-profits, Event Planning, Fundraising, Strategic Planning, Public Speaking, Marketing, Event Management, Social Networking, Marketing Strategy, Social Media, Public Relations, Nonprofits, Microsoft Office, Marketing Communications, Strategy, Copywriting, Training, Management, Program Management, Leadership, Team Building, Market Research, CRM, New Business Development, Editing, Budgets, Time Management, Newsletters, Program Development
Education
Hope College 1992 — 1997
Bachelor of Arts, Theater
Ypsilanti High School 1989 — 1992
Diploma, General
Kari Feinstein Public Relations May 2014 - Present
Kari Feinstein Public Relations August 2013 - May 2014
Kari Feinstein Public Relations August 2013 - August 2013
Vistage May 2013 - August 2013
Francesca's Collections February 2013 - July 2013
Skills
Illustrator, Photoshop, Adobe Creative Suite, Social Media, PowerPoint, InDesign, Facebook, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media Marketing, Product Marketing, JDA, Blogging, Social Networking, Advertising, Public Relations, Marketing
Education
Fashion Institute of Design & Merchandising 2012 — 2014
Associate of Arts (A.A.), Merchandise Marketing
Campolindo High School 2006 — 2010
Stanley Middle School
GroundMetrics, Inc February 2015 - Present
Vistage January 2015 - Present
GroundMetrics, Inc July 2014 - February 2015
RPC, Inc. (Bronco Oil Field Services) November 2012 - July 2014
NRX Global December 2011 - November 2012
DBAK January 2010 - December 2011
P2 Energy Solutions February 2008 - July 2009
Kentwood City Properties January 2004 - December 2007
Kiodex 2002 - 2003
P2 Energy Solutions 2000 - 2002
Skills
Business Development, Business Intelligence, Sales, Data Warehousing, Financial Analysis, Oracle, Leadership, Logistics, Mining, Oil & Gas Industry, Enterprise Asset..., Operational Readiness, Sales Process, SAP, Team Building, Negotiation, Start-ups, Energy Industry, Enterprise Software, Selling, Sales Operations, Management, Risk Management, Account Management, Energy, Training, Business Process..., CRM, SaaS, Oracle E-Business Suite, Solution Selling, ERP, Professional Services, Vendor Management
Education
Baylor University 1980 — 1984
BS, Geology
Kaplan Real Estate School
Colorado Real Estate Licence, Geology/Earth Science, General
OSHA 10-Hour – Completed December 2012
SafeLandUSA – Completed December 2012
Safey U Training - http://www.safetyu.com (Bronco Oil Field Required training)
Shell Upstream Americas HSE Orientation Certificate (Expires June 12, 2015)
Vistage July 2014 - Present
Vistage January 2014 - July 2014
Lauren Sharon Vintage Rentals & Design March 2013 - November 2013
Checkbox Survey Solutions December 2010 - September 2012
Integrated CADD Services / CADgarage.com March 2007 - December 2010
Greater Boston Convention & Visitors Bureau January 2007 - March 2007
dda June 2006 - August 2006
Skills
Adobe Creative Suite, PowerPoint, Social Media, Social Media Marketing, Marketing Communications, Upholstery, InDesign, Wordpress, Photoshop, Illustrator, Constant Contact, Salesforce.com, Wedding Favours, Weddings, Corporate Events, Coordinating Events, Woodworking, Conceptual Design, Creative Problem Solving, Sewing, Social Media Blogging, Social Media Strategist, Social Media Outreach, Brand Development, Graphics Software, Graphic Design, Video Editing
Education
San Diego Continuing Education 2014 — 2014
Project Management Certificate Program, Project Management
Boston University 2003 — 2007
BS, Advertising & Communications
Vistage March 2014 - Present
Kasasa by BancVue December 2012 - Present
Kasasa by BancVue May 2012 - December 2012
Acxiom July 2010 - March 2012
Acxiom Corporation April 2008 - December 2010
Acxiom January 2007 - March 2008
Acxiom January 2006 - December 2006
Acxiom April 2005 - December 2005
Siebel Systems, Inc. 2004 - 2005
Siebel February 2002 - April 2004
Skills
B2B Marketing, B2C marketing, Digital Marketing, Sales Management, Global Delivery, Product Management, Product Marketing, Big Data, Data Management, Database Management, Outsourcing, Business Process..., CRM software, Business Strategy, Strategic Partnerships, Energy Management, Cloud Computing, Software as a Service, IT Outsourcing, Deal Structuring, Contract Negotiation, SaaS, CRM, Analytics, BPO, Business Alliances, Business Development, College Football, Database Admin, Database Marketing, Enterprise Software, Go-to-market Strategy, Executive Management, IT Strategy, Leadership, Management, Marketing, Negotiation, P, Professional Services, Sales, Salesforce.com, Start-ups, Vendor Management, Strategy
Education
Carleton College 1974 — 1978
BA
Glenbrook North
Wolf Gordon January 2014 - Present
Vistage January 2014 - Present
Wolf Gordon November 2012 - December 2013
Wolf Gordon May 2008 - November 2012
Cambridge Healthcare, LLC April 2006 - July 2006
Skills
Organizational..., Performance Management, Leadership Development, Customer Service, Leadership, Salesforce.com, Time Management, Employee Training, Goal Oriented, Team Building, Personnel Management, Strategic Planning, Human Resources, Human Capital Management, Talent Selection, Training & Development, Management, Outlook, Executive Coaching, Public Speaking, Research, Sales
Education
City University of New York-Baruch College 2008 — 2011
Master of Science (MS), Industrial/ Organizational Psychology
Lander College 2006 — 2008
Bachelor of Science (BS), Psychology
Vistage January 2014 - Present
Charming Charlie January 2010 - Present
Xoran Technologies September 2013 - Present
Gluuteny May 2011 - Present
New Balance Philadelphia 2006 - Present
WNA Capital January 2001 - Present
WPO Philadelphia 2008 - 2009
Carrefour April 1999 - July 2001
Kmart September 1996 - June 1999
Oshmans Sporting Goods 1994 - 1996
Skills
Strategic Planning, Retail, Business Strategy, Start-ups, Product Development, Team Building, New Business Development, Negotiation, Marketing Strategy, Sales Management, Mergers, Entrepreneurship, Executive Management, Operations Management, Business Development, Change Management, Coaching, Strategic Partnerships, Sales, Leadership Development, Business Planning, Product Management, Cross-functional Team..., Turn Around Management, Profit, Management Consulting, Marketing, Project Planning, Forecasting, Income Statement, Inventory Management, Venture Capital, Strategy, Budgets, Competitive Analysis, Management, Program Management, Purchasing, Team Leadership, E-commerce, Project Management, Leadership, Contract Negotiation, Merchandising, P&L Management, Mergers & Acquisitions, International Business, Product Marketing, Account Management, Wholesale
Education
Harvard Business School 1973 — 1975
MBA
Columbia University in the City of New York 1965 — 1969
BS, Engineering
Vistage September 2013 - Present
Talinco, LLC May 2012 - Present
Advanced Technology International, SCRA Applied R&D January 2006 - May 2012
Forging Defense Manufacturing Consortium March 2006 - April 2012
National Shipbuilding Research Program Consortium June 1999 - January 2010
Nekton Research June 2006 - June 2008
Advanced Technology International July 1997 - January 2006
Self Associates January 1997 - October 1997
US Navy June 1977 - June 1997
Skills
Leadership, Executive Management, Business Development, Integration, Mergers & Acquisitions, Leadership Development, Executive Coaching, Strategic Planning, Talent Management, Management Consulting, Operational Planning, Team Building, Program Management, Process Improvement, Start-ups, Navy, Government Contracting, Systems Engineering, Defense
Education
United States Naval Academy 1973 — 1977
BS, Physics
Brenau University 1995 — 1997
MBA, Business
Harvard Business School 2003 — 2003
Exec Ed, Knowledge Management
University of Pennsylvania - The Wharton School 2006 — 2006
Exec Ed, Business Strategy
The University of Chicago Booth School of Business 2004 — 2004
Exec Ed, Mergers and Acquisition
Northwestern University - Kellogg School of Management 2007 — 2007
Exec Ed, Organic Business Growth
Columbia University - Columbia Business School 2008 — 2008
Exec Ed, Negotiation
Furman University 2005 — 2005
Diversity Leadership
Naval Postgraduate School 1985 — 1987
MS, 2 degrees: EE and Acoustics
Western Guilford High School 1969 — 1973
High School
Vistage 2014 - Present
New Jersey Institute of Technology 1999 - Present
Trilogy Partners, LLC 2015 - Present
Eastern International 2012 - 2014
Quad Partners, Private Equity - Swedish Institute College of Health Sciences 2009 - 2012
Career Education Corporation 2004 - 2009
Chubb Insurance 1999 - 2004
AERC/MTI/AETC 1983 - 2000
Skills
Admissions, Adult Education, Budgets, Career Counseling, Coaching, Educational Leadership, Enrollment Management, Customer Service, Higher Education, Leadership, Leadership Development, Management, Marketing, Marketing Strategy, Organizational..., Public Speaking, Recruiting, Research, Resume Writing, Retaining Customers, Social Media, Staff Development, Strategic Planning, Strategy, Teaching, Team Building, Team Leadership, Training, Organizational..., Program Management, Human Resources, Performance Management, Project Management
Education
New Jersey Institute of Technology 1991 — 1994
MS, Management
Berne University
Doctor of Philosophy (PhD), Business and Organizational Behavior
Drexel University
Certificate, Organizational Leadership
New Jersey Institute of Technology
BS, Engineering Technology
Global Resources LLC, Chicago, IL July 2010 - Present
Vistage November 2013 - May 2014
Independent Practice September 2008 - July 2010
Grant Thornton LLP January 2008 - September 2008
Andersen Windows 2005 - 2007
hexaPlus Consultants 2002 - 2005
Mather & Platt Fire Systems 2001 - 2002
Dana Spicer India 2000 - 2001
Trumac Engineering 1998 - 2000
Oxy Metal Industries Pvt. Ltd March 1992 - December 1997
Skills
Management Consulting, Cross-functional Team..., Change Management, Six Sigma, Start-ups, Supply Chain Management, Lean Manufacturing, Project Management, Continuous Improvement, Manufacturing, Leadership, Business Process..., Business Strategy, Strategy, Analysis, Business Analysis, Program Management, Management, Operations Management, Business Planning, Entrepreneurship, Supply Chain, Consulting, Mergers & Acquisitions, Strategic Sourcing, Business Transformation, Business Process, Process Engineering, Business Development, Process Improvement, Business Intelligence, Outsourcing, Operational Excellence, Organizational..., Performance Management, ERP, Strategic Planning, Vendor Management, Team Management, Executive Management, Strategic Consulting, Restructuring, CRM, Organizational Design, Competitive Analysis, Governance, Acquisition Integration, Performance Improvement, Business Process..., Risk Management
Education
Asian Institute of Management
MBM, Management
Indian Institute of Technology, Delhi
B.Tech, Mech. Engg.
Vistage January 2015 - Present
BrightScope June 2014 - January 2015
Cynergy, The Experience Agency August 2011 - March 2014
MTV Networks Entertainment Group 2006 - August 2011
MTV Networks/ VH1 August 2003 - August 2007
FIREWORKS TELEVISION October 2001 - August 2003
MTV Netwokrs/VH1 May 2001 - October 2001
Skills
Resume Writing, Sourcing, Talent Acquisition, Technical Recruiting, College Recruiting, Recruiting, Screening, HR Policies, HR Software, New Hire Orientations, Corporate Recruiting, Temporary Placement, Interviews, Onboarding, Applicant Tracking..., Staffing Services, Management, Hiring, Human Resources, Time Management, Executive Search, Talent Management, Employee Relations, Personnel Management, Networking, Taleo, Recruitment Advertising, Employee Training, Internet Recruiting, Benefits Negotiation, Strategy, PeopleSoft, Cold Calling, Training, Sales, Employer Branding, Consulting, Building Relationships, Leadership, Social Networking, Microsoft Office, Contract Recruitment, CRM
Education
California State University at Northridge
B.A., Radio, Television, and Digital Communication
ResMed March 2015 - Present
Vistage October 2013 - April 2014
SmartCEO Magazine March 2012 - August 2013
HP December 2007 - March 2012
Skills
Business Development, Leadership, Sales, Program Management, Marketing Strategy, Team Leadership, Social Media, Marketing Communications, Change Management, Online Advertising, Public Speaking, Marketing, New Business Development, Public Relations, Strategic Communications, Social Networking, Contract Negotiation, Event Management, Management, Strategic Partnerships, Strategic Planning, Strategy
Education
Eastern Illinois University 1999 — 2003
Bachelor of Science (BS), Sociology
Hinsdale South High School 1995 — 1999
Rehmann - Business Wisdom Delivered January 2011 - Present
Vistage 1999 - 2015
Vistage 1999 - 2015
Wright Griffin Davis and Co. October 1979 - January 2011
Ann Arbor Area Chamber of Commerce 2001 - 2009
Wright Griffin Davis and Co. October 1998 - December 2008
Skills
Accounting, Non-profits, Budgets, Financial Analysis, Small Business, Strategic Planning, Mergers, Strategic Financial..., Financial Reporting, Auditing, Mergers & Acquisitions, Investments, Negotiation, Start-ups, Management Consulting, Nonprofits, Leadership, Portfolio Management, Entrepreneurship, Management, Finance, Valuation, Business Planning, Due Diligence, Internal Audit, Business Valuation, CPA, Tax, Financial Accounting, Tax Research, Financial Modeling, Tax Preparation, Income Tax, Forensic Accounting, Corporate Tax, GAAP, US GAAP, Tax Accounting, Managerial Finance, QuickBooks, Partnership Taxation, Financial Statements, SEC filings, Assurance, Cash Flow, Tax Returns, Sarbanes-Oxley Act, Cash Management, Internal Controls, External Audit
Education
Eastern Michigan University 1972 — 1978
BBA, Accounting
MainSpring Sales Group LLC August 2006 - Present
Vistage August 2013 - Present
CenturyLink August 2011 - July 2012
TCI, Inc. September 2005 - March 2006
NICE Public Safety Systems September 2003 - September 2005
SIVOX Technologies, Inc. July 2002 - September 2003
Lucent Public Safety Systems December 1999 - July 2002
Centron DPL March 1999 - August 1999
Winthrop Resources Corporation March 1998 - March 1999
Telident, Inc. September 1996 - March 1998
Skills
Sales Management, P&L Management, Start-ups, Direct Sales, Strategic Planning, Team Building, Product Management, Mergers, Change Management, Marketing Communications, B2B, Marketing Strategy, Management Consulting, Negotiation, New Business Development, Coaching, Contract Negotiation, Business Strategy, Process Improvement, Sales Process, Selling, Solution Selling, Competitive Analysis, Account Management, Customer Service, Team Leadership, Business Planning, Public Speaking, Cross-functional Team..., Sales Operations, Networking, Budgets, Telecommunications, Management, Sales, Business Development, Leadership, Marketing, Program Management, Training, Professional Services, Outsourcing, Enterprise Software, Recruiting, Entrepreneurship, CRM, Consulting, Strategy, Strategic Partnerships, Performance Management
Education
DePaul University
Master of Business Administration (M.B.A.), Marketing & Finance, 3.2 / 4.0
Bradley University
Bachelor of Science (B.S.), Marketing & Psychology with Honors, 3.6 / 4.0
Vistage March 2015 - Present
YPO 2013 - February 2015
YPO - Young Presidents' Organization 2010 - 2013
YPO - Young Presidents' Organization 2008 - 2010
Aspen Education Group March 2005 - March 2007
UCLA 2001 - 2004
Metta World March 1998 - 2001
Skills
Marketing Strategy, Strategic Planning, Social Media, Advertising, Digital Marketing, Leadership, Online Marketing, Strategic Partnerships, Strategy, Entrepreneurship, Start-ups, Integrated Marketing, E-commerce, Social Media Marketing, Marketing Communications, Emotional Intelligence, Mindfulness
Education
Harvard Business School 1994 — 1996
MBA
University of California, Los Angeles 1998 — 2000
MFA, Screenwriting
Harvard University 1986 — 1990
AB, English
Phillips Exeter Academy 1983 — 1986
Vistage October 2013 - Present
e-VentExe 2001 - Present
CEB January 2012 - September 2013
CEB 2009 - 2011
Nortel Networks 2000 - 2001
Corning Cable Systems 1997 - 2000
Corning Cable Systems 1995 - 1997
Corning Cable Systems 1992 - 1995
Skills
Leadership Development, Employee Benefits, Human Resources, Performance Management, Succession Planning, Recruiting, Onboarding, Employee Relations, Coaching, HR Consulting, Organizational..., Talent Management, Benefits Administration, Talent Acquisition, Training, Workforce Planning, Executive Management, Mergers & Acquisitions, Management, Strategy, Leadership, Strategic Planning, Sales, Management Consulting, Consulting, Executive Coaching, Business Strategy, Team Building, New Business Development, Strategic Partnerships, Start-ups, Business Development
Education
California State University-Hayward 1982 — 1985
Liberal Arts, Commercial Enterprise
Capital Group August 2015 - Present
LoanMe Official October 2014 - August 2015
The Abreon Group January 2014 - October 2014
Vistage January 2012 - February 2014
Manage Your Performance Inc November 2010 - April 2013
MedImpact Healthcare Systems Inc, and Shared Solutions November 2010 - January 2011
MedImpact Healthcare Systems Inc. October 2007 - October 2010
Equity 1 Lenders Group June 2005 - September 2007
JPMorganChase January 2001 - July 2005
Skills
Employee Training, Executive Coaching, Training, Instructional Design, Organizational..., Leadership Development, Coaching, Leadership, Talent Management, Team Building, E-Learning, Career Development, Onboarding, Succession Planning, Public Speaking, Blended Learning, Team Leadership, Cross-functional Team..., Strategy, Training Delivery, Performance Improvement, Change Management, Workshop Development, Instructor-led Training, Organizational..., Program Management, Management, Design Workshops, Staff Development, Recruiting, Technical Training, HR Consulting, Training & Development, Webinars, Personnel Management, Teamwork, Collaborative, Course Development, Curriculum Development, Workforce Development, Workshop Design, Workshop Presenter, Workshop Delivery, Training Workshops, Online Training, Human Development, Human Performance, Human Capital Management, Predictive Index (PI)..., FDCPA
Education
Concordia University 1994 — 1997
BA, Education
Tranzon LLC June 2012 - Present
First Charlotte Properties June 1986 - Present
Vistage 2009 - 2014
North Carolina Association of REALTORs 1995 - 2007
Charlotte Regional Realtor Association January 2004 - January 2005
Skills
Auctions, Real Estate, Sellers, Buyer Representation, Investors, Investment Properties, Residential Homes, Single Family Homes, Condos, Real Estate Transactions, Foreclosures, Listings, Referrals, Investments, Real Estate Development, Selling, Real Property, Contract Negotiation, Relocation, New Home Sales, REO, Luxury, Short Sales, Brokerage, First Time Home Buyers, Commercial Real Estate, Property, Property Management, Sales
Education
East Carolina University 1982 — 1986
Bachelor's degree, Urban Planning, Economics, Bachelor Science
East Carolina University 1982 — 1986
Bachelor of Science (BS), Urban and Regional Planning
REV 2013 - Present
Tannywood Group January 2001 - Present
Vistage July 2004 - March 2011
SCORE 2004 - 2007
Achieva.com 1999 - 2000
Broderbund Software 1997 - 1998
Krames Communications 1991 - 1997
The Wine Group 1987 - 1990
Almaden Vineyards 1986 - 1987
E & J Gallo Winery 1984 - 1986
Skills
Business Strategy, Leadership Development, Executive Coaching, Strategic Planning, Strategy Facilitation, Business Planning, Mergers, Management Consulting, Financial Analysis, Publishing, Mentoring, Career Transitions, Career Management, Strategy, Coaching, Management, Workshop Facilitation, Personal Development, Start-ups, Business Intelligence, Training, Organizational..., Executive Development, Mergers & Acquisitions, Executive Management, Marketing, Leadership, Business Development, Small Business, Entrepreneurship, New Business Development, Team Building, Marketing Strategy, Change Management, P&L Management, Cross-functional Team..., Nonprofits, Product Development, Business Coaching, Budgets, Facilitators, Market Research, Work Life Balance, 360 Feedback, Advisory Boards, Strategic Partnerships, Emotional Intelligence, Strategic Leadership, Retreats, Culture Change
Education
Stanford University 1982 — 1984
MBA, Strategy
Dartmouth College 1974 — 1978
B.A., Math/Econ
Vistage June 2015 - Present
Keith Ayers Consulting April 2013 - September 2015
eCapital LLC March 2014 - April 2015
rio seo Automation Software February 2013 - January 2014
BEI Kimco Magnetics October 2007 - February 2013
Inductors Inc March 2004 - October 2007
Avnet Electronics July 2000 - March 2004
Avnet Electronics May 1999 - July 2000
Avnet Electronics July 1998 - May 1999
Avnet Electronics May 1997 - July 1998
Education
Arizona State University 1988 — 1993
BS
Deer Valley High School 1984 — 1988
General
Corner Office Advisor June 2009 - Present
HCDI February 2010 - June 2015
Smithsonian Air and Space Museum 2009 - 2015
Smithsonian Air and Space Museum 2009 - 2015
Office of Secretary of Defense Policy (OSDP) 2007 - 2008
Gartner 1999 - 2006
Central Michigan University 1980 - 2002
Vistage 1987 - 1995
Skills
Strategy, Leadership, Team Leadership, Training, Management Consulting, Executive Coaching, Strategic Planning, Entrepreneurship, Consulting, Change Management, Leadership Development, Government, Start-ups, Executive Development, Business Coaching, Team Building, Organizational..., Project Planning, Policy, Organizational..., Team Performance, Business Planning, Strategic Thinking, Coaching, Business Process..., Executive Management, Public Speaking, Performance Management, Return on Investment, Workshop Facilitation, Business Strategy, Process Improvement, Business Development, Performance Improvement, 360 Feedback, Business Modeling, Business, Governance, Business Transformation, Organizational Design, ROI, Cross-functional Team..., Strategic Partnerships, IT Strategy, Thought Leadership, Federal Government, Non-profit Board..., Information Technology, Program Management
Education
Iowa State University 1968 — 1971
PhD, Organizational Behavior & Statistics
Northern Illinois University 1965 — 1968
MA, Sociology, Social Psychology
University of Wisconsin-La Crosse 1960 — 1965
BS, Sociology, Chemistry
Vistage August 2014 - Present
AMN Healthcare July 2010 - July 2014
Mayer Hoffman McCann June 2006 - July 2009
Ernst & Young LLP July 1995 - August 2000
Education
California Polytechnic State University-San Luis Obispo 1990 — 1994
Mt. Carmel High School - San Diego, CA 1987 — 1990
USAA August 2014 - Present
FIS August 2013 - July 2014
Citicards January 2008 - July 2013
Vistage June 2005 - December 2005
Heidelberg Engineering May 2003 - May 2005
Hifn, Inc. April 2001 - April 2003
Skills
Banking, Credit, Call Centers, Credit Cards, Sales, Customer Service, Retail Banking, Customer Satisfaction, Relationship Management, Customer Retention, Loans, Customer Experience, Account Management, Financial Services, Management
Education
National University 2003 — 2005
Bachelor of business management, Business, Management, Marketing, and Related Support Services
Lord Fairfax Community College 1986 — 1988
General Studies
L. D. Davis Industries, Inc. July 1988 - Present
Vistage 2004 - 2008
Skills
New Business Development, Business Development, Manufacturing
Education
Temple University - Fox School of Business and Management 1975 — 1978
Eastern University 1972 — 1975
Washington and Jefferson College 1971 — 1973
Radnor High School 1968 — 1971
HSD
Sanford Prep 1969 — 1970
HS
Eufora 1997 - Present
Eufora International 1997 - Present
Vistage 2008 - 2015
Vistage 2008 - 2015
University Hospitals of Cleveland 1985 - 1988
WJW-TV 1981 - 1985
Skills
Beauty Industry, Cosmetology, Merchandising, Marketing Strategy, Hair Care, Team Building, New Business Development, Brand Management, Public Relations, Customer Service, Beauty, Sales, Sales Management, Cosmetics, Marketing, Brand Development, Retail, Management, Consumer Products, Salons, Personal Care, Makeup Artistry, Social Networking, Inventory Management, Small Business, Advertising, Fashion, Leadership, Public Speaking, Coaching, Product Development
Education
Kent State University 1979 — 1983
Kent State University 1979 — 1982
north ridgeville high school 1976 — 1979
Vistage July 2014 - Present
tre'za Franchise Systems, LLC July 2010 - September 2012
Choice Hotels Int 1996 - 2007
Skills
Senior Advisor, Coach,..., Strategy, Risk Management, Franchising, Budgets, Customer Service, Corporate Governance, Mergers & Acquisitions, Corporate Law, Licensing, Contract Negotiation, Intellectual Property, Strategic Planning, Event Planning, Nonprofits, Strategic Partnerships, Due Diligence, Public Speaking, Fundraising, Microsoft Office
Education
Case Western Reserve University School of Law 1980 — 1983
J.D., Law
John Carroll University 1976 — 1980
B.S., Mathematics
Helping Bulls Thrive In China Shops 2010 - Present
Culture Index 2015 - Present
Vistage September 2013 - Present
Vivax Medical Corporation October 2009 - October 2010
HydroMassage March 2008 - May 2009
CCS Medical April 2004 - February 2008
Roche Diagnostics 1996 - 2004
Bayer 1994 - 1996
US Navy January 1987 - January 1994
Skills
Leadership, Medical Devices, Healthcare, Hospitals, Capital Equipment, Market Development, Sales Operations, Strategic Planning, Product Launch, Sales Management, Cross-functional Team..., Home Care, Selling, Salesforce.com, Biotechnology, Strategy, Marketing, Sales, Managed Care, Start-ups, Direct Sales, Strategic Partnerships, Sales Process, Selling Skills, Competitive Analysis, P&L Management, Executive Management, New Business Development, Team Building, Product Marketing, Product Management, Business Development, Business Planning, Product Development, Commercialization, Marketing Management
Education
United States Naval Academy 1983 — 1987
Bachelor of Science (BS), Mathematics
Loyola University Maryland 1991 — 1993
M.Ed, Education
London Business School
Organizational Leadership Program
Internet Securities, Inc. October 2010 - Present
Harvard Angels and Berkeley Angels June 2009 - Present
CFO WISE, INC July 2008 - September 2010
NOCCS 2008 - 2010
Grizzly Peak Capital June 2005 - June 2008
Vistage 2008 - 2008
Chevron June 2001 - 2002
Skills
Mergers, Finance, Turn Around Management, Software, Business Services, Start-ups, Corporate Development, Investment Banking, Business, Marketing, Venture Capital, Valuation, Due Diligence, Financial Modeling, Private Equity, Entrepreneurship, Investments, Business Modeling, Executive Management, Strategy, Mergers & Acquisitions, Structured Finance, Business Development, Securities
Education
University of California, Berkeley, Haas School of Business 1982 — 1984
MBA, Finance, Marketing
Harvard University 1973 — 1978
AB
Westvale Consulting January 1999 - Present
Vistage May 2014 - Present
Resources Global Professionals 2005 - Present
AMA 2005 - 2006
AMA 2005 - 2006
AMA 2005 - 2006
UpToDate 2004 - 2005
IBM Global Services 1999 - 2001
Welch's 1981 - 1998
Skills
Mergers, Business Analysis, Supply Chain Management, Operations Management, Managerial Finance, Analysis, Change Management, Strategy, Financial Analysis, Management Consulting, Business Development, Business Process..., Management, Mergers & Acquisitions, Business Strategy, Human Resource..., Strategic Sourcing, Strategic Planning, Business Planning, Professional Services, Project Management, IT Strategy, Budgets, Profit Maximization, Organizational Design, Process Improvement, Team Building, Marketing Strategy, Supply Chain Consulting, Business Process..., Program Management, Supply Chain, Business Process, Project Planning, Forecasting, ERP, Leadership, Cross-functional Team..., Business Transformation, Consulting, Start-ups, Acquisition Integration, Finance, Executive Coaching
Education
D'Amore-McKim School of Business at Northeastern University 1986 — 1990
MBA, Finance, Marketing
Rochester Institute of Technology 1973 — 1978
BSIE, Industrial Engineering
Washington Township Medical Group October 2013 - Present
Arch Health Partners March 2011 - April 2013
Pro-Net, LLC May 2008 - March 2011
Vistage December 2008 - March 2009
South Bay Expressway March 2006 - May 2008
SeaSpace Corporation January 2005 - March 2006
Self-employed Financial Consultant 1999 - 2005
Credit Store, Inc. 1995 - 1999
Mission Bay Investments 1994 - 1995
Palmac Corporation 1992 - 1993
Skills
Budgets, Start-ups, Recruiting, Accounting, Finance, Management, General Ledger, Customer Service, Small Business, Mergers & Acquisitions, Financial Analysis, Management Consulting, Cash Flow, Private Equity, Strategic Planning, Entrepreneurship, Financial Modeling, Corporate Finance, Valuation, Business Strategy, Managerial Finance, Executive Coaching, Cash Management, QuickBooks, Financial Reporting, Executive Development, Business Planning, SEC filings, Due Diligence, Executive Management, Strategy, Sarbanes-Oxley Act, GAAP, Leadership, Account Reconciliation, Banking, Internal Controls, Forecasting, Process Improvement, Great Plains Software, Financial Accounting, Operations Management, Payroll, Analysis, Human Resources
Education
Arizona State University - W. P. Carey School of Business 1972 — 1974
BS, Accounting
Miami High School
Diploma, Science and Math
Trustmark Insurance October 2009 - Present
Vistage July 2008 - December 2010
UnitedHealth Group November 1990 - August 1998
Education
Ashland University
Goodwill Industries of San Diego County January 2015 - Present
Goodwill Industries of San Diego County May 2013 - January 2015
Chameleon Graphics July 2011 - April 2013
Volt Workforce Solutions May 2010 - July 2011
Adecco Staffing, USA October 2003 - January 2009
Money Designs November 2002 - October 2003
Expanets December 2001 - October 2002
CADTRAIN, Inc. December 2000 - December 2001
Vistage August 1999 - December 2000
Skills
Applicant Tracking..., Technical Recruiting, Talent Acquisition, Recruiting, Resume Writing, Employee Benefits, Training, Management, Vendor Management, Account Management, Internet Recruiting, Temporary Placement, College Recruiting, Employee Relations, Onboarding, New Hire Orientations, Employee Engagement, Organizational..., Hiring, Leadership Development, Staffing Services, Performance Management, PeopleSoft
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Arts in Speech Communication
Northstar Metal Products, Inc. May 1994 - Present
Vistage 2011 - 2014
Skills
Manufacturing, Product Development, New Business Development, Electronics, Product Management, Lean Manufacturing, Cross-functional Team..., Process Improvement, Team Building, Strategic Planning, Supply Chain Management, Engineering, Procurement, Sales Management, Account Management, Project Management, Design for Manufacturing, Purchasing, Customer Service, Management, Strategic Sourcing, Telecommunications, Key Account Management
Education
Willowbrook High School 1972 — 1976
College of DuPage
Vistage March 2014 - Present
Trinity Strategic Solutions, LLC January 2014 - Present
DCL Mooring & Rigging; DCL Engineered Solutions; Washington Chain & Supply; Lister Chain & Forge November 2003 - January 2014
Molly Maid 2014 - 2014
American Commercial Lines May 1984 - November 2003
Skills
Management Consulting, Strategic Planning, Business Coaching, Organizational Design, Business Advisory, Team Building, Problem Solving, Sales Management, Operations Management, Marketing Management, Project Management, Crisis Management, Risk Management, Mergers & Acquisitions, Contract Negotiation, Sales, Budgets, Logistics, Maritime, Vendor Management, Management, Transportation, Leadership, Forecasting
Education
Bellarmine University 1989 — 1990
MBA
University of Kentucky BS Civil Engineering; Bellarmine University MBA 1986 — 1988
MBA, Business & Finance
University of Kentucky - B.S. Civil Engineering 1980 — 1984
B.S. Civil Engineering, Business & Transportation
Trinity High School 1977 — 1980
High School Diploma, General Studies
Vistage July 2014 - Present
Vistage October 2010 - June 2014
Robbins Research International August 2006 - October 2010
PRA Destination Management January 2006 - August 2006
Metropolitan Life Insurance Company June 2004 - December 2005
PRA Destination Management October 2003 - June 2004
PRA Destination Management April 2002 - October 2003
Skills
Event Planning, Event Management, Strategic Planning, Team Building, Marketing Communications, Leadership, Marketing, Budgets, Trade Shows, Contract Negotiation, Corporate Events, Project Planning, Management, Team Management, Team Mentoring, Employee Training, Meeting Planning, Program Management, Operations Management, Negotiation, Hotels, Certified Meeting..., Certified Meeting..., International Event..., Project Management, Resourceful..., Team Leadership
Education
Niagara University 1993 — 1997
BS, Travel & Tourism Administration
Schiller International University, Engelberg Switzerland 1996 — 1996
Swiss Hotel Operations
Frieda's Specialty Produce 2006 - Present
Frieda's Inc July 1986 - Present
Vistage 1999 - 2015
Vistage 1999 - 2015
UC Davis 1973 - 1978
UC Davis 1973 - 1978
Skills
Food, Grocery, Merchandising, Strategic Planning, New Business Development, Marketing, Product Development, Sales Management, Vegetables, Team Building, Negotiation, Sales, Food Service, Food Industry, Advertising, Customer Service
Education
University of California, Davis 1973 — 1978
B.S., Agricultural Economics & Bus Mgmt
Mills College 1974 — 1975
General
Harvard Business School
Los Al High School
Vistage April 2015 - Present
Ralph H. Simpson Company March 2015 - Present
Ralph H. Simpson Company January 2012 - March 2015
Ralph H. Simpson Company January 2009 - January 2012
Ralph H. Simpson Company January 1998 - January 2009
Skills
Contract Management, Contract Negotiation, Project Estimation, Construction, Value Engineering, Process Scheduler, Submittals, Construction Management, Cost Control, Project Planning, Contractors, Pre-construction, Subcontracting, CPM Scheduling, Renovation, Change Orders, Project Management
Education
Iowa State University 1996 — 1997
Computer Engineering
Digital Dream Labs February 2015 - Present
Klavons July 2013 - Present
Vistage 2009 - Present
River Hill Coal Company January 2006 - June 2015
University of Pittsburgh July 2008 - March 2009
Rosalind Franklin University June 2007 - June 2008
UCLA July 2002 - March 2007
Skills
Sales, Environmental..., Mining, Strategic Planning, Due Diligence, New Business Development, Marketing Strategy, Business Planning, Business Strategy, Contract Negotiation, Risk Management, Negotiation, Energy, Mergers, Operations Management, Engineering, Contract Management, Entrepreneurship, Budgets, Manufacturing, Mergers & Acquisitions, Market Research, Business Development, Management, Coal, Strategy, Start-ups, Management Consulting, Executive Management, Venture Capital, Leadership, International Business
Education
Carnegie Mellon University 2010 — 2013
Masters, Business Administration
University of California, Los Angeles 2002 — 2007
Ph.D., Science
Penn State University 1998 — 2002
B.S., Chemistry and Biology
Albert Bichot US February 2015 - Present
Hess Family Estates November 2009 - January 2015
Vistage 2012 - 2014
WSET Wine & Spirit Education Trust London 2011 - 2012
Henry Wine Group 2006 - 2009
Skills
Wine Tasting, Wine, Champagne, Alcoholic Beverages, Fine Dining, Food & Beverage, Food, Restaurants, Beverage Industry, Hospitality, Culinary Skills, POS, Cooking, Vineyard, Wine & Spirits Industry, Sales Operations, Brand Management, Public Relations, Leadership, Sales, Sales Management, Brand Development
Education
Court of Master Sommeliers
Certified Sommelier
Indiana University Bloomington
Bachelor of Arts (BA)
Julia Dean
Photography
Wine & Spirit Education Trust
Diploma WSET-Merit, Master of Wine Student
Vistage April 2014 - Present
AES Management Services, Inc January 2001 - April 2014
Retail Store Services / Formed Plastics, Inc 1994 - 2000
Touring Professional Golfer 1987 - 1991
Skills
Mergers & Acquisitions, Strategy, Strategic Planning, Project Management, Business Strategy
Education
Georgia Institute of Technology - Georgia Tech College of Management 1990 — 1991
MBA
Georgia Institute of Technology 1982 — 1986
MSCI
Georgia Institute of Technology - Georgia Tech College of Management 1982 — 1986
Villa Esperanza Services 2009 - Present
Vistage 2004 - Present
State Bank of India (California) 1995 - Present
Just for wraps September 1978 - Present
Just For Wraps,Inc. September 1978 - Present
Skills
Entrepreneurship, Strategic Planning, Start-ups, Change Management, Strategy, Executive Management, Leadership, Business Strategy, Product Development, Management, Management Consulting, Business Development, Business Planning, Project Management, Marketing, Strategic Partnerships, Sales
Education
University of Southern California - Marshall School of Business 1972 — 1974
MBA, Fimance & management
Indian Institute of Technology, Kanpur 1965 — 1970
B Tech, Metallurgical Engineering
air force central school 1959 — 1965
Higher secondary
air force central school
Access Physical Therapy & Wellness, Inc. 2006 - Present
Vistage 2009 - Present
NY State Society of CPA's 2012 - Present
Skills
Executive Coaching, Leadership Development, Management Consulting, Strategic Planning, Team Building, Process Improvement, Cross-functional Team..., Organizational..., Change Management, Training, Business Strategy, Entrepreneurship, Business Planning
Education
Husson University 1989 — 1992
Bachelor of Science (BS), Accounting
Amber Road March 2014 - Present
Vistage 2014 - Present
Digital Sandbox August 2007 - 2013
GroupLogic January 2009 - August 2012
NeuStar, Inc. January 2003 - April 2007
BizTelOne 2001 - 2003
Integic 1990 - 2000
IBM July 1983 - August 1988
Skills
Start-ups, Enterprise Software, Business Development, Strategy, Mobile Devices, Strategic Partnerships, Go-to-market Strategy, SaaS, Solution Selling, Strategic Planning, Product Management, Cloud Computing, Leadership, New Business Development, Professional Services, Analytics, Venture Capital, Sales, Management, Product Marketing, Business Strategy, Business Intelligence, Channel, Entrepreneurship, Salesforce.com, Lead Generation, Program Management, Executive Management, Executive Coaching
Education
Harvard Business School 1988 — 1990
MBA, Entrepreneurial Management
Virginia Polytechnic Institute and State University 1979 — 1983
BSEE, Electrical Engineering
Balanced Body April 2008 - Present
Vistage 2007 - Present
Balanced Body January 2003 - April 2008
Balanced Body February 1999 - January 2003
MacFarms of Hawaii October 1996 - December 1998
Skills
Fitness, Wellness Coaching, Pilates, Operant Conditioning, Fitness Training, Yoga, Personal Training, Wellness, Strength Training, Corporations
Education
California State University-Sacramento 1994 — 1998
BS, Business Administration and Management, General
Executive Strategies LLC August 2007 - Present
Village of Great Neck July 2007 - July 2015
Long Island Venture Group 1988 - 2012
Vistage 2004 - 2007
Margolin, Winer & Evens LLP April 1994 - October 2006
Skills
Strategic Planning, Executive Management, Financial Planning, Business Planning, Mergers, Management Consulting, Business Strategy, Executive Coaching, Entrepreneur, Leadership Development, Coaching, Team Building, Wealth Preservation, Strategic Financial..., Entrepreneurship, Small Business, Due Diligence, Strategy, Mergers & Acquisitions, New Business Development, Private Equity, Venture Capital, Management, Restructuring, Start-ups, Marketing, Consulting, Accounting, Investments, Business Development, Strategic Partnerships, Financial Analysis, Real Estate, Portfolio Management, Asset Management, Tax, Finance, Business Valuation, Corporate Development, Valuation, Financial Modeling, Financial Structuring, Managerial Finance, Financial Reporting, Corporate Tax, Strategic Consulting, Auditing, Executive Development, Cash Flow, IPO
Education
New York University 1979 — 1981
MPA, Business &Public Administration
Queens College 1972 — 1974
MA, Urban Studies/Planning
Queens College 1967 — 1971
BA, Political Science
Vistage August 2015 - Present
Kisime, LLC June 2015 - Present
Skills
Social Networking, Leadership, Business Strategy, Customer Service, Microsoft Word, Salesforce.com, Linkedin Marketing, Digital Marketing, Global E-commerce, Deep Web Research, Social Media Marketing, Google Drive, Facebook, Direct Marketing, Paypal Integration, Google Wallet, Venmo, Content Writing, Creative Writing, Social Media Blogging, Speech Writing, Reading Comprehension, Image Editing, Business Intelligence, Business Planning, Business Analysis, Shipping Systems, USPS, People Skills, Social Skills, Entrepreneurship, Vietnamese, English, Microsoft Office, Social Media, Event Planning, Public Speaking, Teamwork, Time Management, Marketing, Sales, Communication, Information Systems
Education
California State University-Long Beach 2013 — 2017
Marketing, Information Systems, and English
Garden Grove High School 2009 — 2013
Vistage 2014 - Present
Southern Hills Veterinary Services Inc. April 1995 - Present
Education
Kansas State University 1989 — 2015
DVM, Veterinary Sciences/Veterinary Clinical Sciences, General
South Dakota State University
Ruminant Nutrition, Beef Production
Kansas State University
Bachelor's Degree, Animal Science and Industry