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
Vistage September 2014 - Present
UniControl Inc. October 1993 - Present
Wuxi Unison Electric Co. March 2012 - Present
Unison International January 2002 - Present
Pest Off Products, LLC June 2005 - December 2010
Beckett Corporation September 1987 - November 2003
Communication Intelligence Corporation August 1984 - September 1987
ComputerLand Corporation July 1983 - August 1984
General Electric (GE) June 1976 - July 1983
Skills
Product Development, Negotiation, Strategic Planning, Start-ups, Mergers & Acquisitions, New Business Development, Team Building, Budgets, Entrepreneurship, Retail, Strategy, Contract Negotiation, Marketing Strategy, Business Strategy, Sales Management, Strategic Partnerships, Leadership, Cross-functional Team..., Product Marketing, Manufacturing
Education
University of Michigan 1972 — 1976
Bachelor's Degree, Industrial and Operations Engineering, Graduated Cum Laude
Cranbrook 1966 — 1972
High School
Vistage August 2014 - Present
Vistage December 2013 - August 2014
Vistage August 2013 - August 2014
Citizens Climate Lobby May 2013 - August 2013
South Bay Community Services April 2012 - April 2013
FindTheBest September 2011 - November 2011
Nordstrom Product Group June 2010 - August 2010
UC Santa Barbara April 2009 - June 2010
Education
University of California, Santa Barbara 2008 — 2012
B.A, Global Studies
Vrije Universiteit Amsterdam 2010 — 2010
International Business
Point Loma High School 2004 — 2008
High School, Regular/General High School/Secondary Diploma Program
Board Of Pardons & Paroles August 2014 - Present
Vistage October 2013 - July 2014
Sackett National Holdings January 2013 - August 2013
AWR Services October 2009 - December 2012
Advanced Service Group Inc. May 2006 - December 2008
Heartstrings Child Care March 2002 - May 2005
Fred Meyer October 1991 - March 2002
Skills
Accounting, Utilities Management, HVAC, Experience Working with..., Loss Prevention, Invoice Processing, Electronic Payments, Payments, Journal Entries, QuickBooks, Microsoft Excel, Microsoft Office, Office Administration, Spreadsheets, Financial Statements, General Ledger, Strategic Planning, Budgets, Account Management, Accounts Receivable, Customer Service, Finance, Leadership, Team Building
Education
University of Phoenix 2009 — 2014
BS, Environmental Science
Vistage July 2013 - Present
Quantum Learning Network September 2008 - July 2013
Skills
Logistics, Team Building, Event Planning, Leadership Development, Leadership, Coaching, Event Management, Coordinating Events, Logistics Management, Dependable Team Player, Project Planning, Project Coordination, Customer Satisfaction, People Skills, Manage Client..., Corporate Events, Business Operations, Staff Development, Social Media Marketing, Training, Public Relations, Entrepreneurship, Social Media, Marketing
Education
University of Houston-Clear Lake 2004 — 2006
Bachelor of Arts, Communication
Texas State University-San Marcos 2002 — 2004
Communication
ListenSD August 2015 - Present
PACIFIC March 2015 - Present
Vistage May 2014 - February 2015
International Student Center at SDSU September 2013 - May 2014
The Daily Aztec August 2011 - January 2014
Skills
Project Management, Economics, International Economics, Data Analysis, Market Research, Marketing Strategy, Microsoft Word, Microsoft Excel, Social Media, Social Media Marketing, Digital Marketing, Leadership, Teamwork, Professional Writing, Online Research, Salesforce.com, Public Speaking, Innovation, Hootsuite, Strategy, HTML, WordPress, Marketing, Brand Development, Facebook, Twitter, Public Relations, Statistics, Professional..., Marketing Communications, Intercultural..., Creative Solutions, Project Planning, Rhetorical Analysis, Rhetoric, Microsoft Office, Content Development, PowerPoint, Social Networking, Social Media Advertising, Paid Media, Link Building
Education
San Diego State University-California State University 2010 — 2015
Bachelor of Arts (B.A.), Economics
Uppsala University 2012 — 2013
Developmental Economics and Sustainable Development
ATD-OC BizSIG February 2015 - Present
ATD Orange County Chapter December 2014 - Present
Oxford Company Consultants October 2010 - Present
Oxford Company January 1988 - Present
ASTD Orange County Chapter May 2014 - December 2014
NAUI 1980 - 2014
Vistage 2004 - 2013
National Speakers Association 1994 - 2012
Smart Meetings 1995 - 2009
GBTA 1995 - 2008
Skills
Coaching, Public Speaking, Leadership Development, Change Management, Executive Coaching, Team Building, Strategic Planning, Organizational..., Negotiation, Marketing Strategy, Executive Development, Management Consulting, Sales Management, Small Business, Presentation Coaching, Sales Process, Emotional Intelligence, New Business Development, Personal Development, Business Strategy, Organizational..., Marketing Communications, Customer Service, Persuasion, Staff Development, Event Management, Social Networking, Business Planning, Team Leadership, Training & Development, Leadership Communication, Conference Speaking, Organizational..., Management Development, Employee Engagement, Time Management, Performance Management, Government, Engagement, Change Leadership, Entrepreneur, Organizational Change, Conferences, Non-profits, Speaking Engagements, Speakers, Training Skills, Customer Relations, Problem Solving, Entrepreneurship
Education
University of California, Irvine 1975 — 1979
Psychology, BioChem, Finance, Abnormal Psych
Sharon High School 1971 — 1975
High School Diploma, General Studies - a writer's youth
BBR Advisory Group 2008 - Present
Colorado State University 2014 - Present
SEE Conference (Sustainability, Ethics & Entrepreneurship Conference) 2015 - Present
Vistage 2012 - 2015
BJ Adams and Company 2007 - 2008
Chaffin Light Associates 2005 - 2007
Marriott International 1997 - 2005
SunTrust Bank 1993 - 1997
Security National Bank 1992 - 1994
First Union National Bank/Southeast Bank 1989 - 1992
Skills
Strategy, Start-ups, Entrepreneurship, Leadership, Strategic Planning, Marketing Strategy, Cross-functional Team..., Marketing, Leadership Development, Mergers & Acquisitions, Organizational..., Training, Sales, Executive Coaching, Sales Management, Business Development, International Business, Coaching, Business Planning, New Business Development, Resorts, Product Development, Project Management, Business Strategy, Executive Management, Management Consulting, Strategic Partnerships, Team Building, Public Speaking, Team Leadership, Online Marketing, Real Estate Development, Change Management, Brand Development, Financial Analysis, Organizational..., Corporate Finance, Hospitality Management, International Sales, Workshop Facilitation, Contract Negotiation, Emotional Intelligence, Executive Facilitation, Marketing Research, Multi-channel Marketing, Management, Finance, Analysis
Education
University of Central Florida
Master of Business Administration (M.B.A.), Economics
University of Central Florida
Bachelor's Degree, Finance
Southeast Bank Professional Development Program
Human Resource Dimensions September 2007 - Present
Vistage 2013 - 2014
CH2M HILL January 2002 - September 2007
Gee & Jenson Engineers-Architects-Planners, Inc April 1989 - January 2002
PSI - Marble Hill 1982 - 1985
Skills
Mergers, Executive Search, Talent Acquisition, Global HR, Technical Recruiting, Full-cycle Recruiting, Human Capital Management, Recruitment/Retention, HR Consulting, Interviewing, College Recruiting, Salary Negotiation, Employment Law, HR Transformation, Employee Benefits, Acquisition Integration, Talent Assessment, HR Policies, HR Strategy, Human Resources, Talent Management, Deferred Compensation, Management, Organizational..., Succession Planning, Strategy, Consulting, Contract Recruitment, Workforce Planning, Personnel Management, Leadership, Performance Management, Recruiting, Employee Relations, Interviews, Strategic Planning, Executive Coaching, Mergers & Acquisitions, Onboarding, Applicant Tracking..., Employee Engagement, HRIS, Benefits Negotiation, Employee Training, SDLC, Organizational Design, Sourcing
Education
Rensselaer Polytechnic Institute 1977 — 1980
MS, Industrial/Organizational Psychology
University of Cincinnati 1972 — 1977
Bachelor of Arts (BA), Psychology
ChefsBest March 2013 - Present
Gifts of the Magi Foundation 2005 - Present
Liguori Management March 2005 - Present
Ski Monkey, LLC 1998 - Present
Vistage August 2014 - Present
National Pen 2002 - 2005
Elite Students of America 1998 - 2002
Gabelli & Partners 1997 - 1998
Skills
Marketing Strategy, E-commerce, Start-ups, Online Marketing, Strategic Planning, Marketing, Web Analytics, Entrepreneurship, Executive Management, Email Marketing, Strategic Partnerships, Business Development, Lead Generation, Analytics, SaaS, Leadership, Management, Marketing Communications, New Business Development, Strategy, Team Building
Education
University of California, San Diego 2000 — 2001
Master's Degree, Information Technology
University of San Diego 1999 — 2001
MBA, Business Administration and Management, General
University of Southern California - Marshall School of Business 1992 — 1996
B.S., Entrepreneurship
La Jolla Country Day 1989 — 1992
High School Diploma
Vistage January 2005 - Present
Vistage January 2013 - Present
Vistage January 2005 - Present
Mascheroni Associates March 2002 - June 2015
Rodan + Fields Dermatologists 2013 - May 2015
Intraware 1996 - 2000
StarPress Multimedia / Great Bear 1992 - 1996
Apple USA 1988 - 1990
Skills
Strategic Facilitation, Group Coaching, Leadership Development, Executive Coaching, Strategic Thinking, Executive Communications, Business Coaching, Mentoring, Advisory Boards, Business Advisory, Corporate Advisory, CEOs, Ceo Coaching, Executive Team Coaching, Co-Active Coaching, Executive Facilitation, Leadership, CEO Succession, Group Work, Marketing Strategy, New Business Development, Strategic Planning, Business Strategy, Career Development, Coaching, Communication Training, Emotional Intelligence, Culture Change, Entrepreneurship, Executive Development, Facilitation, Organizational..., Strategic Partnerships, Strategy, Workshop Facilitation, Organizational..., Personal Development, Start-ups, Work Life Balance
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MBA
University of California, Los Angeles 1978 — 1982
BA
Piedmont High School
The Coaches Training Institute
Vistage March 2014 - Present
Dartmouth College October 2012 - March 2014
PATH November 2009 - April 2012
Gartner July 2008 - January 2009
Gartner April 2004 - July 2008
Gartner January 2003 - April 2004
Gartner April 1999 - January 2003
Gartner October 1996 - April 1999
Gartner June 1993 - October 1996
BIS Strategic Decisions 1990 - 1993
Skills
Business Strategy, Strategic Partnerships, Strategy, Program Management, New Business Development, Management, Product Development, Mergers, Business Development, Go-to-market Strategy, Solution Selling, Account Management, Salesforce.com, Product Management, Marketing Strategy, Competitive Analysis, Nonprofits, Leadership, Project Planning, Mergers & Acquisitions, Digital Marketing, Marketing
Education
University of Michigan 1982 — 1986
BA, English Literature
Vistage September 2015 - Present
National Funding April 2015 - September 2015
MARCOA Publishing September 2014 - April 2015
MOGL July 2014 - September 2014
Good Source Solutions September 2013 - July 2014
Ashford University February 2009 - November 2012
San Diego Union Tribune July 2005 - February 2008
Skills
Microsoft Excel, Advertising, Sales, Teamwork, Social Networking, Budgets, Management, Social Media, Account Management, Marketing, Microsoft Office, Professional Phone..., Phone Etiquette, Sales Presentations, Crunching Numbers, Sports Writing, Sports Management, Sports Marketing, Customer Service, Social Media Marketing, Leadership
Education
San Diego State University-California State University 2003 — 2008
Bachelor of Arts in Applied Arts and Sciences, Communication and Media Studies
8tracks August 2015 - Present
Viator, a TripAdvisor Company October 2014 - Present
Certain, Inc. July 2014 - October 2014
OneEleven September 2013 - July 2014
Vistage August 2013 - November 2013
Wells Fargo June 2013 - September 2013
Tart Collections June 2012 - September 2012
Skills
Salesforce.com, Facebook, Social Networking, Social Media, Marketing Strategy, Social Media Marketing, Public Relations, Event Planning, WordPress, CRM, Product Marketing, Microsoft Office, Research, Microsoft SQL Server, Strategic Public..., SEO, Microsoft Word, Hootsuite, Adobe Creative Suite, PowerPoint, Blogging, Teradata, Microsoft Excel, Marketing Event Planning, Twitter, Stata, Email Marketing, Marketing, HTML emails, Digital Marketing, Marketing Research, Planning, Reporting & Analysis, Project Management, Advertising, Public Speaking, Management, Teamwork, Online Marketing, Time Management, Photoshop, Editing, Marketing Communications, Customer Service, Leadership, Communication
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Economics
Campolindo High School 2006 — 2010
HotSchedules October 2014 - Present
HotSchedules August 1999 - Present
Vistage July 2009 - Present
CSC Sundries, LLP March 2000 - Present
Red Book Connect June 2013 - October 2014
PF Chang's China Bistro 1998 - 2006
Outback Steakhouse March 1993 - March 1998
Skills
Sales Management, NetSuite, Labor Management Systems, Restaurant Management, Restaurants
Education
The University of Texas at San Antonio 1992 — 1996
Business Management
Corporate Finance Associates December 2010 - Present
AARKENSTONE QUEST LLC November 2010 - Present
Vistage July 2013 - Present
Independent...Endeavor Management January 2009 - December 2010
VMETRO, Inc. May 2001 - October 2008
Thermo Electron May 1988 - May 2001
Texas Instruments September 1980 - May 1988
US Army 1975 - 1980
Skills
Investment Banking, Strategic Planning, M&A experience, Operations Management, Sales Management, Project Planning, Project Implementation, Business Turnaround, Negotiation, Team Leadership, Decision Making, Change Management, Business Growth, Start-ups, Multi-site Management, Contract Negotiations, Budgeting, Business Development, Budgets, Contract Negotiation, Strategy, Mergers, Management Consulting, Entrepreneurship, Due Diligence, Divestitures, Venture Capital, Restructuring, Corporate Development, Valuation, Mergers & Acquisitions, Joint Ventures, Investments, Angel Investing, Business Planning, Executive Management, Leadership, Corporate Finance, Portfolio Management, Emerging Markets, Finance, LBO, Management, Product Development, Capital, Business Valuation, Private Placements, Private Equity, Acquisition Integration, Capital Raising
Education
The University of Texas at Austin - The Red McCombs School of Business 1988 — 1992
Ph.D., Management Science/ Operations Research
St. Edward's University 1980 — 1983
MBA, Business
United States Military Academy at West Point 1971 — 1975
Bachelor of Science (B.S.), Engineering
El Campo High School
Vistage April 2015 - Present
Skills
Market Penetration, Leadership, Account Management, Sales Management, Marketing Strategy, Sales Operations, CRM, Training, Start-ups, Strategic Planning, Diversity Training, Career Development..., Management, Leadership Development, Coaching, Marketing, Talent Management, Entrepreneurship, Sales, Team Building, Program Management, Executive Coaching, Advertising, Sales Process, Networking, Enterprise Software, Event Management, Retail, Selling, Executive Management, Team Leadership, Human Resources, Organizational..., Customer Service, Social Networking, Competitive Analysis, Consulting, Public Speaking, Change Management, Staff Development, Strategy
Education
UMass Amherst
M.Ed, Alternative Education
Worcester Jr. College
AA, Arts
Worcester State College
BA, Sociology
Vistage July 2014 - Present
GLM Consulting, LLC. March 2014 - Present
eMedical Passport March 2014 - Present
American Airlines July 2010 - March 2014
American Airlines March 2010 - July 2010
American Airlines November 2004 - July 2010
K. Mack & Associates, Inc. January 2001 - July 2008
American Airlines July 1996 - November 2004
Skills
Airports, Aviation, Sabre, Leadership, Commercial Aviation, Management, Flights, IATA, Aviation Security, Flight Safety, Flight Planning, Revenue Analysis, Airline Management, Civil Aviation, Operations Management, Travel Management, Aircraft, Pricing Strategy, Charter, Yield Management, Loyalty Marketing, Federal Aviation..., Public Speaking, Customer Service, Sales Management, Cross-functional Team..., Safety, Facilitations, Listening to customers
Education
Southern Methodist University
Bachelor of Arts (B.A.), Biology, General
The University of Texas at Dallas
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Texas Capital Bank January 2014 - Present
Vistage January 2014 - Present
Amegy Bank January 2011 - January 2014
Amegy Bank June 2003 - January 2011
Lockheed Missiles and Space June 2002 - June 2003
Skills
Commercial Banking, Commercial Lending, Loans, Credit Analysis, Credit, Financial Analysis, Underwriting, Finance, Real Estate Economics, Financial Modeling, Real Estate, Small Business Lending, Portfolio Management, Treasury Management, Loan Origination, Leveraged Finance, Mergers & Acquisitions, Financial Structuring, Private Equity, Corporate Finance, Recapitalizations, Acquisitions, Banking
Education
Texas Christian University 1998 — 2002
BBA, Finance and E-Business
Texas Christian University - M.J. Neeley School of Business
Vistage July 2014 - Present
5gs, llc June 2010 - Present
Skills
Business Process Design, Entrepreneurship, Business Intelligence, Enterprise Architecture, Leadership, .NET, Agile Methodologies, Professional Services, Strategy, Business Process, Business Process..., Web 2.0, BPMN, Databases, Alfresco, IBM BPM, SOA, Cloud Computing, SaaS, Project Management, Enterprise Software, Software Project..., Enterprise Content..., Requirements Analysis, IBM Lombardi /..., Analytics, Management, Requirements Gathering, Process Design, Software Development, Web Services, Program Management, Web Development, Mobile Applications, IT Strategy, Scrum, Agile Project Management, Document Management, JavaScript, Global360 Consultant, Database Development
Education
University of Limerick 1982 — 1986
Bachelor of Electronic Engineering, Electrical and Electronics Engineering
Vistage July 2013 - Present
Rick Itzkowich Consulting 2010 - Present
Regiomontana de Perfiles y Tubos January 2013 - Present
SCORE 2010 - Present
Women's Voice Magazine January 2014 - Present
Rick Itzkowich Consulting 2010 - Present
501 Connections Inc January 2010 - Present
Rick Itzkowich Consulting 2007 - Present
BNI 2011 - 2012
Productive Learning & Leisure 1992 - 2010
Skills
Coaching, Entrepreneurship, Social Media Marketing, Online Marketing, Social Networking, Marketing Strategy, Lead Generation, Marketing, Business Networking, Social Media, Small Business, Strategy, Public Speaking, New Business Development, Business Development, Advertising, CRM, Training, Online Advertising, LinkedIn, Email Marketing, Sales Management, Sales, Sales Process, Blogging, Team Building, Selling, Strategic Planning, Public Relations, Consulting, Networking, Start-ups, Web Marketing, Word Of Mouth Marketing, Customer Retention, Strategic Partnerships, Management Consulting, Business Strategy, Team Leadership, Personal Development, Digital Marketing, Entrepreneur, BNI, Mobile Marketing, B2B, Customer Relations, Account Management, Building Relationships, Product Marketing
Education
University of Phoenix 1989 — 1990
BSBA, Business
USC 1976 — 1979
Film and Television
Chief Outsiders January 2010 - Present
Vistage January 2014 - Present
Foundation for the Homeless February 2010 - Present
Navitaire, an Accenture Company 2005 - 2009
Solomio 2004 - 2004
ViAir / Visto Corp. 2001 - 2003
Concur Technologies 1999 - 2001
Ameritech/SBC (nka AT&T) 1996 - 1999
GTE 1986 - 1995
Skills
Strategic Planning, Marketing Strategy, Market Planning, Product Management, Product Marketing, Lead Generation, Team Building, B2B, Business Strategy, Entrepreneurship, Strategic Partnerships, Start-ups, Market Research, Competitive Analysis, Marketing Communications, B2B Marketing, Strategy, Business Development, Leadership, Executive Management, Marketing Management, Business Planning, Enterprise Software, Management, Go-to-market Strategy, Product Development, Program Management, Marketing, Sales Process, Public Relations, Mergers & Acquisitions, Sales, E-commerce, CRM, Contract Negotiation, SaaS, Pricing, Analytics, P&L Management, Professional Services, Cross-functional Team..., Management Consulting, Multi-channel Marketing, Online Marketing, Market Analysis, Salesforce.com, Segmentation
Education
The University of Dallas
MBA, Business
North Central College
BS, Computer Science
Purdue University-North Central Campus
Associate of Science (AS), Information Technology
University of Phoenix 2012 — 2013
Graduate Marketing Certificate, Marketing
Smith & Nephew July 2013 - Present
Sol Associates, Inc January 2010 - Present
Biomet Orthopedics January 2004 - June 2012
Vistage April 2008 - 2012
Zimmer October 1983 - December 2003
Skills
Orthopedics, Medical Devices, Capital Equipment, Hospitals, Surgery, Consultative Selling, Sales Process, Healthcare, Direct Sales, Surgeons, Product Launch, Orthopedic, Sports Medicine, Sales Operations, Leadership, General Surgery, Operating Room, Sales Management, Sales, Market Development, Business Development, Cardiology, Surgical Instruments, Sales Presentations, Spine, Disposables, Commercialization, Selling, Oncology, Cold Calling, Recruiting, Selling Skills, Neurosurgery, Biomedical Engineering, New Business Development, Management, Urology, Biologics, Clinical Research, Sales Force Development, Contract Negotiation, Pharmaceutical Sales, Biotechnology, Cross-functional Team..., Neurology, Physicians, Vascular, Medical Sales, Sales Effectiveness, Operating Room Sales
Education
University of California, Davis 1976 — 1979
BA, Bacteriology
Orange Coast College 1974 — 1976
Associate of Arts (AA), Human Biology
Vistage Worldwide July 2015 - Present
Vistage October 2014 - Present
Vector Resources September 2011 - September 2014
Vector Resources September 2011 - March 2013
Anaphore, Inc. May 2011 - September 2011
Ashford University 2010 - 2011
Pilates Mind and Body 2006 - 2007
Skills
Outlook, Customer Service, System Administration, Microsoft Office, Access, Microsoft Excel, Microsoft Word, Telecommunications, Account Management, Project Management, Troubleshooting, Strategic Planning, Networking, Budgets, Human Resources, Research, Event Management, Team Leadership, Management, PowerPoint, Windows, Program Management, Team Building, Sales, Training, Event Planning, Software Documentation, CRM, Public Speaking, Social Media, Recruiting, Process Scheduler, Marketing, Contract Negotiation, Employee Relations, Time Management, Direct Sales, Business Development, Data Analysis, Solution Selling, Sales Management, Coaching, Forecasting, Marketing Strategy, Process Improvement, Negotiation, New Business Development, Teamwork, Social Networking, Sales Process
Education
San Diego State University-California State University 2005 — 2009
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Super Abrasive Machining Innovations (SAMII) April 2009 - Present
PRIMA Business Specialists LLC January 2006 - Present
Bradford Dairy Queen October 1999 - Present
Undefeated Broadcasting/The Goon Show April 2013 - Present
Vistage 2012 - Present
Enterprise Ventures Corporation (EVC) October 2011 - November 2014
1st Team LLC April 2010 - December 2011
PRIMA BUSINESS SPECIALISTS January 2006 - April 2010
PMG/SINTERSTAHL, FEDERAL MOGUL, BORG WARNER 1994 - 2006
Skills
Expert..., M&A valuation and..., Business start up, Product Development, Technology..., Mergers, Manufacturing, Business Planning, Negotiation, Start-ups, Super Abrasive Machining, Powder Metallurgy, Automotive, Lawn and Garden, Business Brokerage, Labor Negotiation, Contracts, Organizational..., Product Design for..., Board of Director..., Due Dilligence, General Managemet, President/CEO, Automotive/Industrial..., Management, Commercialization, Contractual Agreements, Design for Manufacturing, Machining, Due Diligence, Marketing Strategy, Turn Around Management, Component, Participation, Project Management, Executive Management, Marketing Research, Process Engineering, Brand Development, Operational Excellence, Business Development, Entrepreneurship, Strategy, Business Strategy, Lean Manufacturing, Six Sigma, Cross-functional Team..., Mergers & Acquisitions, Continuous Improvement, Procurement
Education
Penn State University 1978 — 1982
BSC, Chemical Engineering
St Marys Area 1974 — 1978
The Lean Thinking Company January 2015 - Present
Health Innovators November 2014 - Present
Lean Leadership Institute January 2013 - Present
Xypnios 2013 - Present
Lean Leadership Institute 2013 - July 2014
Vistage 2014 - 2014
Entegris 2009 - 2013
ASQ January 2010 - December 2011
ASQ April 2008 - June 2010
Entegris May 2008 - April 2009
Skills
Six Sigma, Lean Manufacturing, Continuous Improvement, Operational Excellence, DMAIC, Process Improvement, Value Stream Mapping, Manufacturing, Kaizen, TQM, Statistical Modeling, Statistics, Hoshin Kanri, Plastics, Curriculum Development, Corporate University, Lean Deployment, Organizational Learning, 5S, Executive Coaching, DFSS, Mentoring, Design of Experiments, High Performance Teams, SPC, Lean Thinking, Green Belt, Process Engineering, Injection Molding, SMED, Teaching, Business Strategy, FMEA, Lean Management, JIT, Root Cause Analysis, Business Planning, Kanban, Coaching, Black Belt, Team Building, Management Consulting, Operations Management, Strategic Planning, Training, Business Process..., Leadership, Change Management, Minitab, Toyota Production System
Education
University of Connecticut 2001 — 2003
Ph.D., Business, Management
Worcester Polytechnic Institute 1987 — 1990
Master of Business Administration (MBA), International Business
University of Massachusetts at Lowell 1982 — 1986
Bachelor of Science (BSc), Plastics Engineering
BarronMind, Inc. 2004 - Present
Spectrum College Funding 2001 - Present
Vistage 2014 - 2015
Human Resource Consulting 2004 - 2010
The Wellman Company 1986 - 2002
NBC Television 1980 - 1987
Skills
Start-ups, Leadership, Business Development, Entrepreneurship, Organizational..., Management, Strategy, Marketing Communications, Leadership Development, Sales, Strategic Planning, Recruiting, Marketing, Training, Executive Coaching, Business Analysis, Human Resources, Team Building, Coaching, Talent Management, Strategic Leadership, Sales Management, Brand Development, Public Speaking, Executive Management, Consulting, Social Media, Small Business, Strategic Partnerships, Networking, Management Consulting, Business Planning, Performance Management, Sales Presentations, Branding & Identity, Account Management, Competitive Analysis, Project Management, Personal Branding, Restaurant Management, Restaurant Development, Retail Design, Franchise Consulting, Franchise Sales, Franchising, Employee Training, Organizational..., Career Development, Time Management, Career Management
Education
San Diego State University-California State University 1975 — 1980
Bachelor of Science, Television and Film
San Marino High School
Diploma
W.D. International 2003 - Present
UCSD School of International Relations March 2015 - June 2015
UC San Diego School of Global Policy and Strategy (GPS) September 2013 - June 2015
Vistage June 2014 - October 2014
Malama Composites, Inc. June 2013 - August 2013
Russ Reid Company June 2012 - August 2012
Education
UC San Diego School of Global Policy and Strategy (GPS) 2014 — 2015
Master of International Affairs (MIA), International Management
University of California, San Diego 2010 — 2014
Bachelor of Arts (BA) International Relations, Economics
Vistage November 2013 - Present
LESLIE GROSSMAN LEADERSHIP January 2010 - Present
IMPACT Leadership 21 December 2012 - Present
Cojourneo May 2012 - July 2013
Women's Leadership Exchange June 2002 - March 2012
Communications/Marketing Action 1988 - 2002
Skills
Public Speaking, Leadership, Small Business, Non-profits, Fundraising, Public Relations, Social Media, Strategic Planning, Leadership Development, Entrepreneurship, Event Planning, Social Media Marketing, Marketing, Nonprofits, Executive Coaching, Team Building, Personal Development, Training, CRM, Start-ups, Blogging, Strategy, Career Counseling, Coaching, Social Networking, Integrated Marketing, Management, Business Development, Sales, Strategic Partnerships, Event Management, Marketing Communications, Creative Direction, Email Marketing, Organizational..., Community Outreach, Career Development, Marketing Strategy, Advertising, Motivational Speaking, Personal Branding, Workshop Facilitation, Content Development, Online Marketing
Education
New York University Grad School
Counselor Education/School Counseling and Guidance Services
The George Washington University
BA, Business and Psychology
PNL Construction and Building Maintenance, Inc. June 2015 - Present
Gen-7 March 2009 - Present
Physical Therapy Innovations October 1989 - Present
Vistage 2007 - 2009
Pixar Animation Studios 2000 - 2002
Skills
Physical Therapy, Pain, Manual Therapy, Sports Medicine, Rehabilitation, Aquatic Therapy, Pain Management, Healthcare, Orthopedic, Sports Injuries, Wellness, Injury Prevention, Spine, Acupuncture, Healing, Therapists, Treatment, Musculoskeletal, Fitness, Rehabilitation..., Injury, Back Pain, Headaches, Chronic Pain, Chronic Illness, Prevention, Neck Pain, Pediatrics, Physicians, Low Back Pain, Strength Training, Exercise Physiology, Athletics, Stress, Knee, Operant Conditioning, Shoulder, Board Certified, Stress Management, Myofascial Release, Shoulder Pain, Wellness Coaching, Home Care, Healthcare Consulting, Athletic Training, Healthcare Management, Therapeutic Massage, Neurology, Kinesio Taping, Medicine
Education
University of Southern California 1986 — 1988
MPT, Physical Therapy
University of California, Berkeley 1979 — 1983
Bachelor of Arts (BA), Microbiology and Immunology
El Cerrito High school 1976 — 1979
Wealth Legacy Family of Companies April 2004 - Present
Family Wealth Consulting Group June 2008 - Present
The American College 2013 - 2014
Vistage 2013 - 2014
Virtual Board 2013 - 2014
Insurance Analytic April 2010 - 2014
STAR Network, San Diego 2009 - 2014
North County Estate Planning Council 2009 - 2014
The Center for Wealth & Legacy August 2008 - 2014
Barnabas Group 2008 - 2014
Skills
Estate Planning, Small Business, Strategic Financial..., Wealth, Insurance, Strategy, Retirement Planning, Strategic Planning, Wealth Management, Entrepreneurship, Public Speaking, Investments, Financial Advisory, Fundraising, Succession Planning, Leadership, Business Planning, Long-term Care, Disability Insurance, Business Strategy, Investment Advisory, Estate Tax Planning, Asset Management, Philanthropy, Asset Protection, Donor Advised Funds, Investment Strategies, Key Person Insurance, Tax Law, Foundations, Captive Insurance, Charitable Giving..., Deferred Compensation, Risk Management, Trusts, Charitable Trusts, Charitable Remainder..., Executive Benefit..., Financial Planning, Life Insurance
Education
The American College 2013 — 2014
Have begun RICP program - Retirement Income Certified Professional, Retirement counseling
Washington State University 1973 — 1977
Bachelor of Arts, Business Administration
DaVinci Technology Corporation (DaVinciTek) October 2004 - Present
New Jersey Staffing Alliance November 2014 - Present
Vistage February 2014 - Present
Garside Homes May 2012 - Present
QRS Systems, Inc. 2007 - 2014
Innovate, Inc. 2007 - 2014
Blue Sky InFlight Catering 2010 - 2012
Berkshire Investment Group 2006 - 2009
Casa Properties, LLC 2004 - 2008
SMC Corporation 2001 - 2004
Skills
Strategy, Giving Back, Executive Management, Business Transformation, Executive Coaching, Venture Capital, Start-ups, Leadership, Entrepreneurship, Management, Business Strategy, Mergers & Acquisitions, Enterprise Software, Business Development, Strategic Planning, New Business Development, Professional Services, IT Management, Networking, Strategic Partnerships
Education
Syracuse University
B.S., Electrical Engineering
Fairleigh Dickinson University-College at Florham
M.B.A., Management, Entrepreneurial Studies
Dover High School
US Legal Support, Inc. 2015 - Present
TPI, LLC August 2008 - January 2015
Vistage 2014 - 2015
Strategy, LLC December 2005 - March 2008
Choice Hotels International, Inc. November 1997 - December 2005
Spherion, Inc. January 1993 - November 1997
Spherion, Inc. January 1987 - January 1993
Dickman, Green & Murphy June 1984 - January 1987
Skills
Strategic Partnerships, Start-ups, Strategic Planning, P&L Management, Business Development, Franchising, Strategic Leadership, Talent Acquisition, Performance Management, New Business Development, Process Improvement, Business Strategy, Turn Around Management, Strategic Alliances, Merger & Acquisition..., Re-Positioning, Staffing Industry, Hospitality Industry, Private Equity, Change Management, Strategy, Leadership Development, Executive Coaching, Executive Development, Management Consulting, Performance Improvement, Operational Strategy, Organizational..., Board Development, Advisory Boards, Leadership Mentoring, Transformational..., Leadership Management, Executive Team Coaching, Board Advisory Services, Corporate Advisory, Professional Mentoring, Peer Mentoring, Mentoring, Business Alignment, Team Mentoring
Education
Nova Southeastern University Shepard Broad College of Law 1981 — 1984
JD, Law
University of Florida 1977 — 1981
BA, Business
Vistage September 2015 - Present
Vistage September 2013 - Present
Sales Solutions 2003 - September 2015
The New York Enterprise Report 2004 - December 2013
RPost January 2011 - December 2012
Chairman's View 2008 - 2010
NYU School of Professional Studies 2003 - 2005
CT Insurance Services 1999 - 2000
Thomson Financial 1997 - 1999
Track Data Corp 1993 - 1997
Skills
Coaching, Sales Management, Team Leadership, Sales Recruitment, Pipeline Building, Training Delivery, Workshop Delivery, Public Speaking, Writing For Publication, Consultative Selling, Solution Selling, Communication Training, Training, Instructor-led Training, Teaching Adults, Customer Service, Strategic Planning, Strategic Partnerships, Strategic Thinking, Business Strategy, E-Learning, Problem Solving, Workshop Facilitation, Selling, Business Development, Enterprise Software, Recruiting, Start-ups, Marketing, Leadership, SaaS, Salesforce.com, Sales Process, New Business Development, Management, Entrepreneurship, Sales, Direct Sales, Marketing Strategy, Lead Generation, Analytics, Cross-functional Team..., Consulting, Product Development, Strategy, Customer Retention, Sales Operations, Pipelines, CRM, Business Planning
Education
University of Pennsylvania - The Wharton School 1979 — 1983
BSEc
The University of Chicago - Booth School of Business
MBA
TD March 2013 - Present
Confidential January 2015 - Present
Blackmore Partners Inc. January 2013 - Present
Gerson Lehrman Group January 2010 - Present
Vistage March 2013 - Present
AlphaSights January 2011 - Present
Bain & Company January 2012 - September 2014
World Wrestling Entertainment May 2012 - July 2013
FM Facility Maintenance 2011 - April 2012
Hertz May 2011 - October 2011
Skills
Retail, Facilities Management, Budgets, Operations Management, Inventory Management, Team Building, Purchasing, Forecasting, Strategic Planning, Customer Service, Contract Negotiation, Merchandising, Negotiation, Vendor Management, Project Planning, Income Statement, Cross-functional Team..., Management, Process Improvement, Cost Engineering, Construction Management, Sales Management, Account Management, Sales, Leadership, Business Development, Sales Operations, Training, Sourcing, Program Management, Customer Satisfaction, Procurement, Leadership Development, Entrepreneurship, Logistics, Time Management, Team Leadership, Business Planning, P&L, Finance, P&L Management, Business Strategy, Start-ups, Executive Management, New Business Development, Change Management, Management Consulting, Contract Management, Recruiting, Analysis
Education
Manhattanville College 2012 — 2014
M.S., Leadership & Strategic Management
Manhattanville College 2010 — 2013
B.S., Organizational Development
Norwalk Community College 2002 — 2004
Real Estate, Real Estate Development
Westchester Business Institute 1993 — 1996
Associates, Business Management/Marketing
America's InfoMart, Inc. January 2011 - Present
Better Homes and Gardens David Winans & Associates January 2014 - Present
Vistage 2015 - 2015
Better Homes and Gardens David Winans & Associates July 2010 - December 2013
Consultant - Khancepts October 1993 - January 2010
Toll Brothers 2006 - 2009
Nevada System of Higher Education August 2000 - April 2006
RE/MAX August 2004 - March 2006
Arch Chemicals April 1995 - April 2000
Micronics Computers, Inc. 1989 - 1993
Skills
Real Estate, Foreclosures, Investment Properties, Real Estate Transactions, Valuation, Historic Preservation, Inspections, Valuations, ABR Buyer's..., Listing Services, Marketing Communications, Advertising, Trade Show Management, Corporate Branding, Residential Homes, Short Sales, Marketing, Trade Shows, Inspection
Education
Texas A&M University-Commerce
Bank of Southern California May 2008 - Present
Vistage 2012 - 2014
San Diego National Bank November 1998 - May 2008
FBOP Corporation 1998 - 2008
San Diego National Bank, now part of U.S. Bank 1998 - 2008
Home Savings of America November 1996 - November 1998
Wells Fargo 1996 - 1997
Skills
Cash Management, Banking, Commercial Banking, Retail Banking, Mergers, Acquisitions, Branch Banking, Business Development, Compliance, Loans
Education
University of Phoenix 1997 — 1999
BS, Business
San Diego State University-California State University 1989 — 1991
Hutson Insurance Group May 2000 - Present
Vistage 2013 - 2014
Parkland Hospital January 1998 - May 2000
Southwest Airlines September 1991 - January 1998
First City Bank Valley View 1985 - 1989
Skills
Professional Liability, Commercial Insurance, Property & Casualty..., Workers Compensation, General Insurance, Employment Practices..., Liability, D&O, Commercial Lines, Construction, Legal Liability, Insurance, Casualty, Umbrella Insurance, Underwriting, Excess, Inland Marine, Casualty Insurance, Customer Service, Management, New Business Development
Education
The University of Texas at Dallas 1988 — 1993
Bachelor, International Business
Howell High School 1983 — 1984
Farmington High School 1981 — 1984
Vistage November 2014 - Present
Heart Tronics, Inc March 2009 - Present
Benwoo, Inc. 1999 - Present
Vistage 2014 - 2015
Vistage 2014 - 2015
Vistage 2014 - 2015
Spire Law Group, LLP January 2012 - September 2014
Content Delivery & Storage Association 1992 - 2011
Cache Logic, LTD 2006 - 2008
NPOWR Digital Media, Inc. 2003 - 2008
Skills
Entrepreneurship, Start-ups, Executive Management, Strategic Partnerships, Marketing Strategy, Business Development, Process Improvement, Strategic Planning, Strategy, Team Building, Business Strategy, Business Planning, Mergers, Management Consulting, Mergers & Acquisitions, P&L Management, Product Management, Cross-functional Team..., Leadership, Operations Management, Competitive Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1984 — 1985
M.B.A.
University of California, Los Angeles - School of Law 1961 — 1964
Doctor of Law (JD)
University of California, Los Angeles 1958 — 1961
B.A., Political Science/History
Pomona College 1957 — 1958
Pre-Medicine/Pre-Medical Studies
Vistage January 2015 - Present
M. Knox and Associates, Inc. 2007 - Present
Korn Ferry 2006 - 2008
Right Management 2002 - 2006
Vanguard Car Rental 2000 - 2002
MARS, The Musician's Planet 1995 - 2000
Office Depot 1992 - 1995
Citibank (Banamex USA) (Formerly Cal Fed Bank) 1989 - 1992
American Express 1986 - 1989
Motorola 1981 - 1986
Skills
Executive Coaching, Executive Assessment, Executive Development, Strategy Development, Communications Strategy, Retreat Facilitation, Team Alignment, Diversity Strategy, Seminar Speaker, Organizational..., Alignment, Organizational Change, Performance Management, Change Management, Business Alignment, Leadership Development, Succession Planning, Talent Management, Public Speaking, Organizational..., Strategic Communications, MBTI, Management Development, Career Management, Strategic Planning, Training, Coaching, Strategy, Executive Positions, Facilitators, Organizational Design, Onboarding, Retreats, Start-ups, Leadership, Culture Change, Workshop Facilitation, Employee Engagement, 360 Feedback, Conflict Resolution, Performance Improvement, Entrepreneurship, Emotional Intelligence, Career Development, Career Counseling, Employee Training, Business Coaching, Instructional Design, HR Consulting, Personal Development
Education
University of South Florida
B.A., Psychology
RampRate Optimizing & Cutting Cost for Data Center, Telco, Cloud, CDN & IT Outsourcing August 2015 - Present
NeedPipe.com October 2014 - August 2015
Vistage February 2015 - 2015
FBS January 2014 - October 2014
Hewlett-Packard January 2013 - November 2013
Hewlett Packard April 2008 - January 2013
Hewlett-Packard April 1999 - April 2008
GTE June 1989 - December 1999
GTE September 1980 - June 1989
Skills
Computer Programing, Computer Science, Computer Architecture, Management, Enterprise Software, Programming, System Architecture, C, Strategic Alliances, SOA, Switches, Security, Outsourcing, Unix, Systems Engineering, Go-to-market Strategy, Cloud Computing, Data Center, Testing, IT Strategy, Team Leadership, Integration, Business Strategy, Managed Services, HP, Software Development, Cross-functional Team..., Professional Services, SaaS, Software Engineering, Business Alliances, Agile Methodologies, Telecommunications, Business Planning, Linux, Business Intelligence, Software Project..., Requirements Analysis, Channel Partners, Computer Hardware, Databases, Networking, Sales, Vendor Management, Solution Selling, PMP, Business Analysis, TCP/IP, Enterprise Architecture, Hardware
Education
Texas A&M University 1979 — 1981
Studied, Aerospace Engineering
Texas Southmost College 1978 — 1979
Studied, Computer Science for Engineering
PeopleWorks LLC 2000 - Present
Vistage International 1998 - Present
Vistage 1998 - Present
Association for Corporate Growth 2009 - 2011
J. Arthur Systems 1976 - 1998
Skills
Coaching, Organizational..., Public Speaking, Leadership Development, Organizational..., Team Building, Performance Improvement, Motivational Speaking, Mentoring, Executive Coaching, Strategic Planning, Conflict Resolution, Management Consulting, Team Leadership, Entrepreneurship, Strategy, Change Management, Leadership, Work Life Balance, Executive Development, Personal Development, Culture Change, Management Development, Training, CEOs, Business Strategy, Staff Development, Presentation Coaching, Advisory Boards, Career Development, Psychology, Retreat Leader, Life Coaching, Facilitators, Emotional Intelligence, Performance Management, Executive Management, Strategic Problem..., Facilitate Strategic..., Strategic Leadership, Strategic Thinking, 360 Feedback, Program Management, Management, Facilitation
Education
The University of Texas at El Paso 1971 — 1973
Masters, Psychology
The University of Texas at El Paso 1969 — 1971
Bachelors, Psychology
Baker Brothers Plumbing and Air May 1993 - Present
Vistage 2014 - 2014
Skills
Team Building, Strategic Planning, New Business Development, Sales Management, Customer Service, Marketing Strategy, Account Management, Sales, Marketing, Public Speaking, Contract Negotiation, Leadership, Management, Advertising, Small Business, Operations Management, Start-ups, Team Leadership
Education
University of North Texas 1989 — 1993
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
North Mesquite High School 1985 — 1989
Nozzle Nolen Pest Solutions January 1990 - Present
Vistage 1990 - Present
National Pest Management Association 2007 - 2009
Florida Pest Management Association June 2007 - June 2008
Education
Stetson University 1975 — 1979
BA, Business
Vistage International June 2009 - Present
Vistage October 2007 - May 2009
Web Technologies, LLC November 1998 - September 2007
Maxwell Technologies 1997 - 1998
San Diego County Credit Union 1992 - 1997
General Dynamics 1986 - 1990
Skills
Leadership, Business Development, Coaching, Recruiting, Sales, Fundraising, Event Management, Community Development, Leadership Development, Training, Public Speaking, Customer Retention, Executive Coaching, Organizational..., Strategic Leadership, Team Building, Organizational..., Talent Management, Salesforce.com, Strategic Planning, Strategic Partnerships, Sales Management, Management, Customer Service, Business Planning, Start-ups, Workshop Facilitation, Small Business, Interviews, Nonprofits, Strategy, Change Management, Business Strategy, Entrepreneurship, Marketing, Project Management, Executive Management, Community Outreach, Marketing Strategy, CRM, Executive Development, Program Management, Selling, Employee Training, New Business Development, Time Management, Direct Sales, Proposal Writing, Customer Satisfaction, Management Consulting
Education
University of San Diego 2006 — 2008
MA, Masters of Science in Executive Leadership
University of San Diego 1982 — 1986
BA, English and Communication Studies
Orange Glen High School
Renovate America September 2015 - Present
Vistage April 2013 - September 2015
Kisco Senior Living September 2009 - April 2013
CSA Travel Protection January 2008 - February 2009
Nexprise, Inc. May 2007 - January 2008
Intuit October 2004 - May 2007
Kintera April 2004 - October 2004
San Diego Telecom Council May 2002 - April 2004
Skills
Email Marketing, Online Marketing, Web Analytics, SEO, Social Media, Web Design, HTML, User Interface Design, SEM, Lead Generation, Social Media Marketing, Google Analytics, PPC, E-commerce, Online Advertising, Digital Marketing, Marketing Strategy, Affiliate Marketing, Direct Marketing, Google Adwords, Website Development, Facebook, Digital Strategy, Copywriting, Ice Hockey, CRM, Analytics, Marketing Communications, Marketing, Web Marketing, User Experience, Digital Media, Market Planning, Brand Management
Education
Palomar College 1994 — 1996
Marketing/Advertising
Vistage December 2014 - Present
Creatrix, Inc. Accelerating Corporate Innovation January 2002 - Present
Vistage 2014 - Present
St. Catherine University 2005 - Present
Creatrix, Inc 2001 - Present
The Richard Byrd Co. March 1992 - June 2010
Skills
Executive Peer Advisory..., Strategy, Executive Coaching, Leadership Development, Innovation Consulting, Entrepreneurship, Public Speaking, Management Consulting, Innovation Management, Creatrix Innovation..., Organizational..., Change Management, Innovation Development, Business Strategy, Innovation, Healthcare, Talent Management, Consulting, Employee Engagement, Executive Development, Management, Business Innovation, Executive Management
Education
University of Minnesota-Twin Cities
Ph.D., M.A. BA, Management
University of Minnesota-Twin Cities
Doctor of Philosophy (Ph.D.), Management
Vistage 2014 - Present
Tate Engineering Systems, Inc 2007 - Present
Tate Engineering Systems, Inc 2007 - 2014
PINNACLE GROUP 2005 - 2007
John J. Kirlin, Inc. 1984 - 2005
Skills
Engineering, HVAC, Energy, Construction, Sustainability, Power Generation, Facilities Management, Sustainable Energy, Energy Audits, Contract Management, Water, Business Development, Strategy, Operations Management
Education
Penn State University
Supporting Strategies - Merrimack Valley April 2015 - Present
Earle Durham & Associates, LLC February 2015 - Present
Vistage June 2014 - February 2015
L-com March 2010 - March 2014
Bishop & Associates November 2009 - March 2010
Earle Durham and Associates June 2009 - March 2010
Belden December 2007 - February 2009
FCI June 2003 - November 2007
FCI April 1997 - June 2003
Berg Electronics May 1991 - April 1997
Skills
Business Development, Strategy, Sales Management, CRM, Product Management, Direct Sales, Account Management, Leadership, New Business Development, Management, B2B, Cross-functional Team..., Team Building, Strategic Planning, Product Development, Product Marketing, Sales, Channel Partners, Pricing, Sales Process, Process Improvement, Manufacturing, Sales Operations, Negotiation, International Sales, Marketing, Forecasting, Competitive Analysis, Mergers & Acquisitions, Contract Negotiation, Continuous Improvement, Solution Selling, Program Management, Market Research, Product Launch, Bookkeeping, Budgets, Financial Analysis, Accounting, Operational Support
Education
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
BS, Chemical Engineering
IPiFony Systems, Inc. July 2013 - Present
Birmingham International Center August 2013 - Present
Vistage May 2014 - Present
Atlas RFID Solutions December 2012 - June 2013
Wellborn Cabinet, Inc. October 2003 - December 2012
The Hackney Group April 2002 - October 2003
Elkay Manufacturing December 1999 - April 2002
Global Golf Holdings, Inc. December 1992 - December 1999
Skills
Public Speaking, Sales Management, New Business Development, Cross-functional Team..., Marketing Strategy, Business Solutions, Problem Solving, Microsoft Office, Solution Selling, Management Consulting, Business Management, Business Process..., Forecasting, Start-ups, Selling, Strategic Planning, Product Development, Merchandising, Retail, PowerPoint, Excel, Word, Market Penetration, Profit & Loss Management, Market Development, Strategy Development, P&L responsibility, P&L Responsibility, Management, Income Statement, Microsoft Excel, Microsoft Word, Business Intelligence, Strategy, Team Leadership, Sales, Building Materials, Process Improvement, Negotiation, Marketing, Strategic Partnerships, Business Planning, P&L Management, Training, Leadership, Pricing, Business Development, Sales Operations, Direct Sales, Business Strategy
Education
Northern Arizona University 1987 — 1992
BS, Marketing/Sales and Sales Management
University of Arizona
University of Arizona
Vistage September 2014 - Present
Financial Industry Regulatory Authority (FINRA) June 2013 - Present
Joe Liss July 2012 - Present
Jefferson Parish Economic Development Commission (JEDCO) December 2010 - Present
Joe LISS, CPA October 2010 - Present
Bennett and Liss, CPAs October 1984 - September 2010
Skills
Public Speaking, Coaching, Small Business, Leadership Development, Executive Coaching, Leadership, Event Management, Income Tax, Workshop Facilitation, Strategy, Tax, Business Planning, Strategic Planning, Training, Personal Development, Online Marketing, Program Management, Marketing Strategy, Social Media Marketing, Social Media, Management, Team Building, Social Networking, Management Consulting, Entrepreneurship, Public Relations, Nonprofits, Start-ups, Consulting, Business Development, Time Management, Team Leadership, Negotiation, Staff Development, Change Management, Business Coaching, Presentation Coaching, Motivational Speaking, Executive Management, Executive Development, Conflict Resolution, Business Strategy, Teaching, Organizational..., Team Management, Marketing, Organizational..., Managerial Finance, Customer Service
Education
International Guide Academy 2013 — 2013
Certified International Tour Manager, Tourism and Travel Services Management
University of New Orleans 1975 — 1979
MOEbiz January 1989 - Present
Monroe Office Equipment January 1989 - Present
Vistage January 2009 - Present
Skills
New Business Development, Sales Management, Strategic Planning, Team Building, B2B, Account Management, Coaching, Marketing Strategy, Sales, Solution Selling, Sales Process, Marketing, Selling, Contract Negotiation, Negotiation, Management, Business Strategy, Customer Service, Advertising, Direct Sales, Budgets, Cold Calling, Sales Operations, Sales Presentations, Salesforce.com, Customer Satisfaction, Key Account Management, Document Imaging, Leadership, Managed Print Services, Lead Generation, Document Management, Customer Retention, Major Accounts, Team Leadership, Print Management, Sales Force Development, Selling Skills, Managed Services, Photocopier, Software Industry, P&L Management, Strategic Partnerships, CRM, Professional Services, Pricing, Product Marketing, Channel Partners
Education
University of Louisiana at Monroe 1983 — 1988
BBA, Business Management
ServiceNow – The Enterprise Cloud Company November 2014 - Present
C.Ray Consulting February 2012 - Present
Vistage May 2014 - October 2014
Internet Marketing Inc. August 2010 - February 2012
La Touraine Inc December 2007 - August 2010
SMS.ac October 2006 - October 2007
Secure Payment Systems March 2003 - October 2006
Skills
CMS, SEO, Web Development, HTML, Social Media, PHP, Wordpress, Joomla, Magento, Umbraco, Drupal, Zend Framework, NetBeans, Tortoise SVN, Subversion, DotNetNuke, MySQL, Google Analytics, Google Webmaster Tools, Google Website Optimizer, Google Apps, Google Docs, Windows Server 2008, Windows Server 2003, LAMP, Active Directory, jQuery, Advanced CSS, HTML + CSS, HTML5, Microsoft Office, Excel, PowerPoint, Basecamp, HTML 5, Microsoft Excel, WordPress, AJAX, XHTML, Website Development, SEM, Windows Server
Education
San Diego State University-California State University
Strive Racing October 2010 - Present
Vistage 2008 - Present
G3 Tapes, Inc. July 2003 - Present
Digital Integrity, Inc. March 1998 - Present
The Sound of Knowledge, Inc. March 1991 - March 1999
Education
University of San Diego 1987 — 1990
BBA, Business Economics
4-Profit-HR January 2011 - Present
VISTAGE August 2014 - Present
PEO Consulting Group, Inc. June 1998 - Present
Insperity October 1995 - May 1998
PNM Associates February 1987 - September 1995
United States Navy June 1980 - June 1985
Skills
Human Resources, Strategy, Business Development, Management, Sales Process, Sales Management, Sales, Consulting, Training, HR Consulting, Performance Management, Small Business, Outsourcing, Coaching, Management Consulting, Employee Benefits
Education
United States Naval Academy
Bachelor's Degree, Engineering
Plus Delta Consulting, LLC June 2002 - Present
Vistage June 2012 - Present
PricewaterhouseCoopers August 2000 - June 2002
Arthur Andersen Business Consulting June 1998 - August 2000
Skills
Organizational..., Executive Coaching, Management Consulting, Strategy, Leadership Development, Change Management, Performance Management, Strategic Planning, Succession Planning, Family Business, Organizational Design, Business Process..., Retreat Facilitation, Program Management, Staff Development, Analysis, Consulting, Management, Leadership, Coaching, Workshop Facilitation, Performance Improvement, Entrepreneurship, Organizational..., Business Strategy, Talent Management, Process Improvement, Business Transformation, Culture Change, Team Building, Management Development, Mergers & Acquisitions, Human Resources, Personnel Management, Employee Engagement, HR Transformation, Virtual Teams, Workshop Delivery, Executive Management, Retreats, Acquisition Integration, Project Planning
Education
California School of Professional Psychology 1996 — 1998
PhD
California School of Professional Psychology 1994 — 1996
MS
Northwestern University 1990 — 1994
BS
Brentwood School
Brentwood School
BPB Solutions and KnowYourWHY.com 2011 - Present
COO Forum August 2015 - August 2015
Vistage July 2015 - July 2015
XPX - Exit Planning Exchange March 2014 - March 2015
ThePowerConference September 2014 - September 2014
BUSINESS OWNERS NETWORK 2011 - June 2014
Career/Contract Placement Associates and Interview Coaching Institute 2003 - 2011
Metro Child Assault Prevention Project (MCAP) 1996 - 2002
Bell Atlantic (now Verizon) 1982 - 1994
Skills
Business Development, Business Coaching, Team Leadership, Coaching, Marketing, Public Speaking, Workshops, Marketing Communications, Training, Social Networking, Business Networking, Leadership, Organizational..., Management Consulting, Services Marketing, Strategic Partnerships, Sales, Online Marketing, Email Marketing, LinkedIn, Interviews, Resume Writing, Web Content, Networking, Management, Career Counseling, Job Search, Social Media Marketing, Small Business Marketing, Problem Solving, Marketing Strategy
Education
WHY Academy
WHY-based Communications and Tools
The George Washington University - School of Business 1977 — 1981
BBA, Marketing/Marketing Management, General and Sociology
One Aum Yoga
Certified Yoga Teacher CYT-200, Yoga Teacher Training/Yoga Therapy
Vistage October 2008 - Present
Vistage International 2008 - Present
Fresh Network LLC. 1986 - 2007
Admiral Packing Co. 1977 - 1986
Skills
Team Leadership, Leadership Development, Mentoring, Training/Mentoring, ROI Development, Business Strategy, ROI Accountability, Corporate Development, Business Turnaround, Operational Strategy, Market Opportunity..., Executive Coaching, Executive Development, Large Group Facilitation, Management Consulting, Organizational..., Plan Execution, Advisory Boards, Leadership Mentoring, Executive Mentoring, Personal Management, Stress Relief, Work Life Balance, Leadership Workshops, Strategic Planning, P&L Management, Organizational..., Profit Improvement, Board Development, Business Plan Evaluation, Operational Streamlining, CEO Mentor, Peer Group Counseling, Peer Groups, Coaching, Leadership, Workshop Facilitation, Start-ups, Stress Management, Business Planning, Performance Improvement, Entrepreneurship, ROMI, Executive Management, Small Business, Public Speaking, Consulting, Emotional Intelligence, Strategic Thinking, Personal Development
Education
Stanford Graduate School of Business 1988 — 1988
Executive Program
University of California, Los Angeles 1972 — 1976
BA, Poli Sci- Constitutional Law
Semester at Sea--Chapman College 1975 — 1975
General Studies
Salinas High School 1968 — 1972
High School/Secondary Diplomas and Certificates
Laguna Pharmaceuticals February 2015 - Present
Imager January 2010 - Present
Self Employed 2004 - Present
Vistage January 1994 - January 2004
Skills
Microsoft Office, Event Planning, Nonprofits, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Research, English, Team Building, Editing
Education
Siena College 1987 — 1991
BS Marketing & Management
1029 consulting, inc. June 2008 - Present
ZINO Society February 2014 - Present
Vistage July 2015 - Present
CREW Seattle & Sound January 2001 - December 2014
Buildingi May 2012 - June 2014
Explorer West Middle School June 1999 - June 2011
CREW Seattle & Sound January 2009 - December 2010
OAC Services (Formerly Olympic Associates Company) April 2007 - February 2008
OAC Services (formerly Olympic Associates Company) July 2001 - March 2007
Interior Architects (IA) January 2001 - June 2001
Skills
Business Process, Small Business, Operations Management, Plan Implementation, Business Change..., Change Management..., Critical Thinking, Team Building, Value Analysis, Process Optimization, Value Engineering, Team Leadership, Building Relationships, Strategic Thinking, Strategy, Change Management, Project Management, CRM, Strategic Planning, Leadership Development, Leadership, Project Planning, Contract Management, Management, Business Strategy, Program Management, Budgets, Construction Management, Negotiation, Executive Management, Procurement, Performance Management, Marketing, Proposal Writing, Business Development, Human Resources, Consulting, Contract Negotiation, Entrepreneurship, Process Improvement, Cross-functional Team...
Education
San Diego State University-California State University 1984 — 1988
BS, Civil Engineering
Vistage International October 2014 - Present
Vistage May 2013 - September 2014
Vistage International June 2011 - April 2013
IHS March 2009 - June 2011
Enviance September 2003 - November 2008
MRI Sales Consultants of Oceanside 2001 - 2003
OrderFusion Incorporated 2000 - 2001
Epicor 1993 - 2000
Skills
CEO Advisor, Business Development, SalesForce.com, Consultative Selling, Value Selling, SaaS, Federal Government Sales, Partnership Management, Environmental..., Salesforce.com, Sales, Product Management, Executive Management, Leadership, B2B, Sales Process, Lead Generation, Management, Small Business, Sales Management, Sales Operations, Business Alliances, Selling, Partner Management, CRM, Strategy, Strategic Partnerships, Strategic Planning, New Business Development, Business Strategy, Enterprise Software, Solution Selling, Sales Presentations, Public Speaking, Product Marketing, Professional Services, Consulting, Start-ups, Account Management, Coaching, Marketing Strategy, Cloud Computing, Direct Sales
Education
San Diego State University-California State University 1995 — 1999
BA, Psychology
Rotary March 2014 - Present
Rotary Club of Coconut Creek May 2012 - Present
WinJeff Enterprise January 2012 - Present
Vistage January 2001 - Present
SpareZ, Inc May 1998 - Present
Schumacker & Company May 1998 - Present
BPAA July 2006 - June 2008
Fair Lanes, Inc 1977 - 1992
Skills
Marketing, Entrepreneurship, Strategic Planning, Leadership Development, Public Speaking, Restaurants, Team Building, Marketing Strategy, Event Management, Event Planning, Leadership, Coaching, Strategy, Budgets, Training, Social Media, Team Leadership, Customer Service, Business Strategy, Executive Coaching, Management, Management Consulting, Operations Management, Business Development, Online Marketing, Product Development, Executive Development, Executive Management, Start-ups, Business Planning, Organizational..., Small Business, Public Relations, Social Networking, New Business Development, Fundraising, Sales Management, Social Media Marketing, Business Coaching, Marketing Communications, Advertising, Sales, Negotiation, Nonprofits, Strategic Partnerships
Education
The College of William and Mary - The Mason School of Business 1979 — 1982
Master of Business Administration (M.B.A.), Business Administration and Management, General
NarmourWright PA January 1998 - Present
NarmourWright January 1998 - Present
NarmourWright January 1998 - Present
Vistage 2013 - 2014
Skills
Architecture, Adaptive Reuse, Mixed-use, Art, 3D visualization, Real Estate Development, Design Research, Submittals, Real Estate, LEED AP, Sustainable Design, Architectural Design, Residential Homes, Space planning, Comprehensive Planning, Site Plans, Location Intelligence, Entitlements, Site Planning, Urban Design, SketchUp, Architectures, AutoCAD Architecture, LEED, Green Building, Residential Design, Revit, Landscape Architecture, Zoning, Land Development, Historic Preservation, Land Use Planning, Streetscape, Landscape Design, Urban Planning, Construction Drawings, AIA
Education
University of Pennsylvania
Master of Architecture (M.Arch.)
Washington and Lee University
Bachelor of Arts (B.A.)
Vistage March 2014 - Present
Same Day Tees May 2011 - Present
SameDayTees.com July 2010 - Present
Proforma January 2010 - April 2013
Camille's Sidewalk Cafe December 2004 - July 2010
AIA 2000 - 2004
Campaign Communications 1999 - 2001
Printed Premiums 1980 - 1999
Skills
Corporate Gifts, Business, E-commerce, Logo Design, Customer Service, Advertising, Marketing Strategy, Marketing, Trade Shows, Sales Management, Social Media Marketing, Social Media, Sales, New Business Development, Team Building, B2B, Email Marketing
Education
Le Cordon Bleu/ Cooking and Hospitality Institute of Chicago 1999 — 2004
Associate, Culinary
Roosevelt University
Tom Barrett - Author • Speaker • Coach January 2015 - Present
Hoosier Environmental Council January 2014 - Present
Green Water Infrastructure, Inc. December 1996 - Present
Bridge the Gap Vilages May 2012 - Present
Brand Launcher February 2011 - Present
Hoosier Environmental Council January 2011 - Present
Vistage July 2014 - December 2014
Indiana Nursery and Landscape Association January 2010 - December 2012
Encore Vocal Arts January 2010 - 2011
The Kenney Corporation 2005 - 2009
Skills
Strategic Planning, Market Research, Social Media Marketing, Marketing Communications, Green, Environmental, Organizational..., Coaching, Water, Sustainability, Marketing Strategy, Public Speaking, Business Strategy, Business Planning, Brand Development, Social Media, Green Building, Management Consulting, Environmental Awareness, Irrigation, Product Development, Leadership, Start-ups, Budgets, Sales Management, Entrepreneurship, Landscaping, Management, Training, Public Relations, Sales, Strategic Communications, Landscape Design, Mergers & Acquisitions, Executive Management, Sustainability..., Strategy, Consulting, Landscape Architecture, Small Business, Site Planning, Comprehensive Planning, P&L Management, LEED, Water Resources, Water Management, Land Use Planning, Parks, Sustainable Business, Sustainable Design
Education
University of Arizona 1975 — 1979
Bachelor of Science, Agronomy and Plant Genetics
Syracuse University 1973 — 1975
Architecture
Tax Resolution Institute June 2009 - Present
Vistage International 2003 - Present
Vistage 2003 - Present
Sage Software 1995 - Present
Barsa & Company September 1987 - Present
ISM Barsa, Inc. March 2008 - December 2008
Barsa, Hara & Company January 2007 - December 2008
Barsa Technology Solutions, Inc. September 1987 - March 2008
San Pasqual Band of Mission Indians 2006 - 2007
Barsa & Associates 1987 - 2006
Skills
Accounting, Tax, Start-ups, Financial Reporting, Financial Analysis, Budgeting, Non-profits, Small Business, Strategy, Finance, Income Tax, Entrepreneurship, Nonprofits, Business Development, Budgets, Business Strategy, Mergers & Acquisitions, New Business Development, Management Consulting, Business Intelligence, Strategic Planning, Team Leadership, Marketing, Investments, Business Planning, Due Diligence, Project Planning, Executive Management, Management, Strategic Partnerships, Leadership, Business Process..., Venture Capital
Education
San Diego State University-California State University 1979 — 1983
Bachelor of Science, Accounting
Five Star Development March 1997 - Present
Vistage October 2014 - Present
MIT Enterprise Forum Pittsburgh July 2013 - Present
Skills
Instructional Design, Organizational..., Organizational..., E-Learning, Change Management, Management Consulting, Performance Improvement, Strategic Planning, Strategy, Public Speaking, Business Development, Team Leadership, Leadership, Entrepreneurship, Marketing Strategy, Training, Team Building
Education
State University of New York College at Oswego 1977 — 1981
BA
System Improvements, Inc. January 2011 - Present
Vistage 2013 - 2014
System Improvements, Inc. December 2005 - January 2011
United States Navy May 1984 - December 2005
USS SEAWOLF (SSN-21) 2002 - 2005
Submarine Development Squadron TWELVE 2000 - 2002
USS SEAWOLF (SSN-21) 1997 - 2000
USS GROTON (SSN-694) 1995 - 1997
Naval Nuclear Propulsion Training Command 1993 - 1995
Submarine NR-1 1990 - 1993
Skills
Root Cause Analysis, Nuclear, Safety Management..., Engineering, Process Improvement, Risk Assessment, Troubleshooting, Training, Occupational Health, Inspection, Workplace Safety, Continuous Improvement, Performance Improvement, Energy, Navy, Petrochemical, Preventive Maintenance, EHS, Maintenance Management, Manufacturing, Power Generation, Reliability Engineering, Power Plants, Emergency Management, Industrial Safety, Risk Management, Supervisory Skills, Process Engineering, Electronics, Petroleum, Construction Safety, Operational Excellence, Equipment Maintenance, Quality Control, Reliability, Maintenance & Repair, Change Management, Auditing, Investigations, Failure Modes, Lean Manufacturing, Reactor, Commissioning, Program Management, Operations Management, Accident, Engineering Management, Plant Operations, Project Engineering, Safety Management
Education
Southern Illinois University, Carbondale 1994 — 1995
BS, Electronics Management
General Brown High 1983 1977 — 1983
University of Michigan
ICW Group September 2015 - Present
Blue Sky Broadcast March 2008 - February 2015
Express December 2007 - February 2008
Vistage International June 2003 - March 2007
Vistage August 2000 - June 2003
Pacific Bell April 1999 - July 2000
Aztec Shops Ltd. August 1991 - April 1999
Skills
Photoshop, Video, Editing, Final Cut Pro, Photography, Videography, Short Films, Sound, DVD Studio Pro, Directing, Screenwriting, Public Speaking, Leadership, Multimedia, Video Editing
Education
San Diego State University-California State University 1991 — 1997
none, Dramatic Arts
Vistage February 2014 - Present
Accellion 2014 - Present
Scale Computing November 2008 - February 2014
Hook Mobile 2005 - 2007
Tumbleweed Communications 2003 - 2005
Mobile Marketing Association 2001 - 2005
Corvigo 2002 - 2004
Radiate 1999 - 2001
Macmillan Computer Publishing 1995 - 1997
Skills
Contract Negotiation, Contract Management, Strategic Planning, Strategic Negotiations, Marketing Strategy, Business Alliances, Strategic Alliances, Alliances Marketing, Marketing, Product Development, Mobile Devices, Storage, Product Marketing, Telecommunications, SaaS, Entrepreneurship, Account Management, Business Development, Executive Management, Salesforce.com, Enterprise Software, Digital Marketing, Business Strategy, Channel Partners, Leadership
Education
Pensacola Christian College 1989 — 1993
BS, Marketing, Advertising and Broadcasting
Vistage August 2015 - Present
Red River Solutions January 2004 - July 2014
Whitaker Consulting November 1998 - December 2003
EmCare August 1990 - October 1998
Skills
Staff Augmentation, Technical Recruiting, Sourcing, Talent Acquisition, Recruiting, Contract Recruitment, Account Management, Team Building, Benefits Negotiation, New Business Development, Staffing Services, Applicant Tracking..., Internet Recruiting, Sales Management, Contract Negotiation, Executive Coaching, Leadership Development, Executive Development, Strategic Planning
Education
University of Oklahoma 1981 — 1985
Management
Vistage June 2015 - Present
Vistage International March 2013 - Present
Dreamchasers Podcast June 2014 - Present
SportsForce August 2012 - February 2013
University of Notre Dame May 2012 - August 2012
SportsForce May 2011 - August 2011
Skills
Facebook, Marketing, Social Media, Leadership, Email Marketing, Public Speaking, Social Media Marketing, Sales, Customer Service, Salesforce.com, Sports Marketing, Training, Social Networking, Sports, Online Marketing, Sales Operations, Cold Calling, Sports Management, Event Planning, Event Management, PowerPoint, Marketing Communications, Advertising, Public Relations, Market Research, Coaching, Recruiting, Business Development, Building Relationships, Microsoft Excel, Microsoft Office, Marketing Strategy, Business Strategy, Account Management, Sponsorship, Sales Management, Lead Generation, Teamwork, Interviews, Entrepreneurship, Team Leadership, Team Building, Blogging, Online Advertising, Management, Direct Sales, New Business Development, Specialties:..., Business, Entr
Education
University of Illinois 2008 — 2012
Bachelor of Science, Sports Management
Francis Parker High School( San Diego, CA) 2004 — 2008
High School Diploma
Encore Search Partners May 2010 - Present
Vistage March 2015 - Present
Market Share Solutions, LP May 2010 - Present
Gajeske, Inc. March 2009 - May 2010
Discover Executives Inc. November 2008 - March 2009
Achilles HR Group October 2007 - November 2008
GoDish.com August 2005 - October 2007
Skills
Lead Generation, Email Marketing, Contact Management, Marketing Strategy, Sales Consulting, Lead Lists, Email Appending, Database Cleanup, Salesforce.com, Sales Support, Direct Sales, Sales Process, CRM, New Business Development, Team Management, Leadership, Databases, Sales Operations, Technical Recruiting, Email Append, Sales, PPC, SEO, Lists, Cold Calling, Account Management, Marketing, Consulting, Human Resources, Sales Management, Social Media Marketing, Training, Strategy, Recruiting, Customer Service, Sourcing, Management, Employee Relations, Time Management, Management Consulting, Talent Acquisition, Temporary Placement, Team Leadership, Analysis, Social Networking, Business Development, Employee Benefits, Start-ups, Customer Retention, Staffing Services
Education
University of Houston
Mathematics
Salesforce May 2015 - Present
University of California, Berkeley, Haas School of Business September 2014 - May 2015
YMCA August 2013 - May 2015
Vistage June 2014 - August 2014
Skills
Leadership, Microsoft Excel, PowerPoint, Economics, Statistics, Data Analysis, Microsoft Office, Tutoring, Mathematics, Working With Children, Business Intelligence, Statistical Data..., Public Speaking, Data Visualization, Time Management, Analysis, Budgets, Stata, Tableau, Salesforce.com, Analytics
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Focus in Finance, 3.6 GPA
Temecula Valley High School 2008 — 2012
Chiropractic Care of Minnesota, Inc. (CCMI) April 2010 - Present
National Association of Specialty Health Organizations (NASHO) May 2015 - Present
Vistage 2011 - Present
NASHO December 2011 - Present
Alexandra House January 2011 - November 2013
Vistage's Key Executive Program May 2009 - 2011
Chiropractic Care of Minnesota, Inc. September 2008 - April 2010
Minnesota Senior Federation March 2008 - June 2009
HealthPartners 2004 - 2008
Vivius 2004 - 2004
Skills
Mentoring, New Business Development, Consultative Selling, Sales Excellence, Results Oriented, Strategic Leadership, Leadership Development, Goal Oriented, Sales, Marketing, Strategy, Leadership, Selling, Board, Board Development, Board Governance, Board of Director..., Executive Management, Employee Benefits, Medicare, Insurance, Management, Public Speaking, Team Building, Healthcare, Customer Service, Sales Process, Program Management, Nonprofits, Training, Business Planning, Strategic Planning, Fundraising, Business Development, Budgets, Team Leadership, Human Resources, Analysis, Project Planning, Organizational..., Recruiting, Entrepreneurship, Start-ups, Executive Coaching, Process Improvement, Management Consulting, Cross-functional Team..., Change Management, Government, Small Business
Education
University of St. Thomas 2012 — 2016
Doctorate Candidate, Leadership
University of St. Thomas 2010 — 2010
Mini-Masters, Lean
University of San Francisco 1998 — 2000
Masters in Public Administration, Health Care
San Jose State University 1996 — 1999
BS, Management
Mankato East High School 1982 — 1986
Vistage June 2015 - Present
Admirable Friends November 2012 - Present
Radyx, LLC January 1998 - Present
Gallup 2013 - May 2015
Beacon Capital, Inc. January 1996 - January 1998
Dominion Group LTD. January 1995 - January 1996
BKW Systems, Inc. January 1981 - September 1989
Skills
Golf, Strategic Planning, Business Coaching, Lifestyle Coaching, Mountain Biking, Meditation, Management, Coaching, Strategy, Executive Coaching, Team Building, Training, Performance Management, Management Consulting, Leadership, Program Management, Small Business, Leadership Development, Organizational..., Entrepreneurship, Executive Management, Business Planning, Start-ups, Change Management, Workshop Facilitation, Business Strategy, Budgets, Emotional Intelligence, Process Improvement, Team Leadership, Policy, Employee Training, Analysis, Vendor Management, Personal Development
Education
Saint Anselm College 1974 — 1978
BA, Business & Accounting
Haller Energy Services, LLC July 2015 - Present
Vistage February 2013 - Present
Haller Enterprises, Inc. January 2014 - June 2015
Haller Enterprises, Inc. November 2012 - December 2013
Haller Enterprises, Inc. September 2010 - November 2012
Skills
Strategic Planning, Operations Management, Team Building, Contract Negotiation, Customer Service, Budgets, Sales, Purchasing, Leadership, Contract Management, Project Planning, Team Leadership, Negotiation, Sales Management, Management, New Business Development, Business Development, Marketing Strategy, Small Business
Education
Villanova University 2014 — 2016
Master of Business Administration (MBA)
University of Denver
Bachelor of Business Administration (B.B.A.), Finance and Economics
Vistage May 2014 - Present
Dell December 2010 - February 2014
Performance-Centric Consulting February 2007 - October 2010
HP July 2001 - May 2007
Hewlett-Packard May 2001 - May 2003
Hewlett-Packard July 1996 - May 2001
Skills
Professional Services, Strategy, Cloud Computing, Strategic Planning, Go-to-market Strategy, Business Strategy, Strategic Alliances, Enterprise Software, Management Consulting, Channel, Leadership, Sales, Executive Management, Product Development, Marketing, Channel Sales, Entrepreneurship, Management, Business Intelligence, Mergers, Business Development, Strategic Partnerships
Education
University of San Diego 1994 — 1997
MBA, International Business
San Jose State University 1979 — 1983
Bachelor of Science, Business Administration/Management
Access Physical Therapy & Wellness July 2003 - Present
Vistage 2008 - 2014
Vistage 2008 - 2014
Skills
Rehabilitation, Physical Therapy, Orthopedic, Manual Therapy, Back Pain, Orthopedic..., Shoulder Pain, Chronic Pain, Exercise Prescription, Injury, Injury Prevention, Low Back Pain, Musculoskeletal, Neck Pain, Pain Management, Spine, Sports Injuries, Sports Medicine, Strength Training, Wellness
Education
Springfield College 1992 — 1997
MS, PT, Physical Therapy
Vistage May 2014 - Present
CalCPA May 2012 - May 2015
Robert Half Management Resources October 2011 - April 2014
Girls on the Run of San Diego 2009 - 2013
Transition Staffing Group April 2010 - October 2011
Vaco November 2007 - April 2010
The Siegfried Group June 2007 - November 2007
Deloitte & Touche, LLP 2004 - 2007
KPMG 2000 - 2004
Skills
Strategic Financial..., Mergers & Acquisitions, Management, Enterprise Risk..., Due Diligence, Executive Coaching, Executive Level..., Executive Search, Board Development, Leadership Development, Internal Controls, Auditing, Accounting, Financial Analysis, Financial Statements, Finance, Sarbanes-Oxley Act, SEC filings, Internal Audit, Financial Reporting, Tax, Financial Accounting, GAAP, Consolidation, Corporate Tax, US GAAP, Managerial Finance, Financial Planning, CPA, Analysis, Fixed Assets, Financial Modeling, Income Tax, Payroll, External Audit, IFRS, Big 4, IT Audit, Account Reconciliation, Audit, Tax Compliance, Financial Management, Sarbanes-Oxley, Tax Research, SEC reporting, SOX, Compliance, Mergers, SEC Filings, Leadership
Education
San Diego State University-California State University 2004 — 2005
MS, Taxation
University of California, Riverside 2002 — 2004
BS, Business Administration with an emphasis in Accounting
Vistage June 2015 - Present
University of San Diego School of Law May 2015 - Present
The Craft Beer Attorney May 2015 - Present
lululemon athletica April 2014 - October 2014
Kaplan April 2014 - October 2014
Cal-Prop Management June 2012 - September 2012
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Technical Writing, DCF Valuation, Public Speaking, Legal Writing, Legal Research
Education
University of San Diego School of Law 2014 — 2017
Doctor of Law (JD)
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, Finance
Vistage 2015 - Present
Independent July 2012 - 2015
en*theos May 2014 - December 2014
Artfact 2008 - 2011
Skills
Affiliate Marketing, Affiliate Management, Affiliate Relations, Event Management, Strategic Partnerships, Partnership Marketing, Blogging, Online Marketing, Customer Service, Advertising, Digital Media, Fine Art, Art, Research, Digital Marketing, WordPress, Email Marketing, Interactive Marketing, Digital Strategy, Project Management, Branding & Identity, Marketing Communications, E-commerce, Marketing Strategy, Event Planning
Education
University of North Texas
BA, Art History
Atlanta Communities Real Estate Brokerage Services November 2012 - Present
W by Worth August 2005 - Present
Vistage August 2012 - May 2015
Harry Norman Realtors November 2009 - November 2012
Events, Meetings, Catering DBA 2002 - 2010
On Target 1998 - 2001
Target Marketing Systems 1994 - 2001
Siebel Systems 1993 - 2001
Post Properties 1991 - 1993
Skills
Event Planning, Real Estate, Marketing, Investment Properties, Selling, Sales Process, Training, Sellers, Listings, Time Management, Marketing Strategy, Home Staging, Relocation, Buyers, Management, Sales, Customer Service, Business Development, Leadership
Education
The University of Georgia 1987 — 1991
BA in Journalism, Journalism/Marketing Minor
Charlotte Country Day School 1977 — 1987
High School
Charlotte Country Day School 1974 — 1987
High School
TEC/Vistage International January 2009 - Present
Tau Kappa Epsilon Fraternity (TKE) November 2010 - Present
GateHouse Media July 2000 - August 2008
Inland Press Association August 2000 - July 2008
Rockford Register Star July 2000 - July 2008
VISTAGE 1990 - December 2007
Gannett Co. Inc. August 1985 - May 2007
Rockford Area Economic Development Council 2002 - 2004
Fort Myers News-Press July 1996 - July 2000
Springfield News-Leader August 1992 - July 1996
Skills
Marketing, Strategic Planning, Online Advertising, Team Building, Training, Public Relations, Time Management, Media Relations, Project Planning, Executive Coaching, Budgets, Leadership, Social Media Marketing, Small Business, Sales, Newspapers, Strategy, Copywriting, Leadership Development, Advertising, Management Consulting, Entrepreneurship, Goal Oriented, Fundraising, Executive Management, Internal Communications, Marketing Strategy, Social Networking, New Business Development, Social Media, Nonprofits, Marketing Communications, Email Marketing, Event Planning, Blogging, Organizational..., Public Speaking, Digital Media, Team Leadership, Publications, Coaching, Online Marketing, Business Development, Management, Event Management, Strategic Communications, Start-ups, Strategic Partnerships, Business Strategy, Business Planning
Education
University of Wisconsin-Whitewater 1978 — 1980
MBA, Marketing
University of Wisconsin-Madison 1973 — 1976
BBA, Marketing and Finance
University of Wisconsin-Madison - School of Business 1973 — 1976
BBA, Finance and Marketing
University of South Florida 1971 — 1973
AA, Business
Neenah High School 1969 — 1971
National Association of Public Insurance Adjusters (NAPIA) June 2015 - Present
Rocky Mountain Association of Public Insurance Adjusters (RMAPIA) March 2012 - Present
Matrix Business Consulting Inc October 1985 - Present
Erie Airport Economic Development Council 2008 - Present
Vistage 2006 - 2010
Kestrel Development Group 2006 - 2010
Skills
Public Speaking, Real Estate, Banking, Strategic Planning, Public Relations, Marketing, Claim, Insurance, Business Strategy, Leadership, Management Consulting, Claims Management, Consulting, Construction, Expert Witness, Finance, Executive Management, Contract Management, Real Estate Development, Asset Managment, Negotiation, Mentoring, Non-profits, Commercial Real Estate, Asset Management, Property Management, Due Diligence, Brokerage, New Business Development, Mergers & Acquisitions, Risk Management, Underwriting, Professional Liability, Legal Liability, Property Claims, Contract Negotiation, Property & Casualty..., Property Damage, Loss Mitigation, Customer Retention, Customer Satisfaction
Education
University of Colorado Boulder 1970 — 1974
BS Finance
REIG Asset Management, Inc August 2011 - Present
REIG Construction October 2012 - Present
ESPN Real Talk San Diego May 2014 - Present
Vistage December 2013 - Present
Atlas REO October 2007 - June 2012
United States Marine Corps September 2000 - July 2005
Skills
REO, Investment Properties, Investor Relations, Valuation, Real Estate, Appraisals, Property Management, Real Estate Finance, Negotiation, Short Sales, Asset Management, Contract Negotiation, Foreclosures, Investors, Real Estate Economics, Real Estate Transactions, Residential Homes, Selling, Commercial Real Estate, Management, Investments, Sellers, Marketing, Sales, Real Estate Development, Finance, Dispositions, Construction, Construction Management, Remodeling
Education
University of San Diego 2006 — 2008
Bachelor of Business Administration, Minor in Real Estate, Minor in Finance
Vistage 2013 - Present
Industrial Equipment Company 2011 - Present
Industrial Equipment Company of Houston - d.b.a Currier & Roser Inc. 2011 - Present
Skills
Account Management, Strategic Planning, Microsoft Office, Process Improvement, Public Relations, New Business Development, Customer Service, Purchasing, Negotiation, Inventory Management, Team Building, Sales Management, Microsoft Word, Sales, PowerPoint, Microsoft Excel, Public Speaking
Education
University of Houston 1978 — 1983
Bachelor of Science (BS), Industrial Technology
Vistage November 2014 - Present
McGrorty Consulting LLC September 2011 - Present
Dynamic Research, LLC January 2009 - September 2013
Craft Strategies, LLC. May 2009 - September 2011
Protiviti, Inc. July 2006 - March 2009
Deloitte & Touche LLP August 1999 - July 2006
Bank of America January 1990 - August 1999
Skills
Business Risk Strategy..., Professional Meeting..., Great Cook!, Organizational..., Strategic Planning, Policy, Governance, Management Consulting, Enterprise Risk..., Business Process..., IT Strategy, Risk Management, Strategy, Business Continuity, Change Management, Business Planning, Mergers & Acquisitions, Team Building, Leadership, Disaster Recovery, Enterprise Software, Executive Management, Human Resources, Consulting, Business Continuity..., Business Transformation, Crisis Management, Finance, Executive Coaching, Program Management, Financial Services, Acquisition Integration, Organizational Design, Business Process, Process Improvement, Project Management, Business Analysis, Vendor Management, Business Strategy, Cross-functional Team..., Start-ups, Information Technology, Management, Business Development, Strategic Partnerships, New Business Development, Entrepreneurship, Marketing Strategy, Mentoring, Coaching
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1989
B.S., Cum Laude
Center for Creative Leadership 2008 — 2008
Graduate
Leadership Strategies Institute 2015 — 2015
Certificate
Vistage August 2014 - Present
Sungift May 1995 - Present
DonorShare July 2011 - March 2013
Modern Optical International August 2009 - July 2011
Kimball Hill Homes January 1992 - January 1995
Reunions, A Class Organization, Inc. January 1985 - December 1991
Fortune 100 Companies 1982 - 1985
Skills
Business Development, Marketing Strategy, Marketing, Integrated Marketing, Social Media Marketing, Strategic Partnerships, SEO, Selling, Strategic Planning, Leadership, Email Marketing, Customer Acquisition, Small Business, Digital Marketing, Business Planning, Marketing Management, Entrepreneurship, Online Marketing, New Business Development, Sales, Trade Shows, Management, Management Consulting, Segmentation, Promotions, Business Strategy, Sales Management, Strategic Consulting, Direct Marketing, Online Advertising, Sales Presentations, Fundraising, Customer Retention, Google Adwords, Pricing Strategy, Google Analytics, SaaS, Small Business..., Entrepreneurship..., Business Development..., Strategic Marketing..., Succession Planning, Strategy Execution, Sales Execution, Sales Promotion, Website Promotion, Email Newsletter Design, Email Marketing Software, Display Advertising, Google Docs
Education
The University of Chicago - Booth School of Business
MBA, Marketing & Finance
University of Illinois at Urbana-Champaign - College of Business
BS, Accountancy (Passed CPA Exam)
Vistage December 2014 - Present
Sagacious Partners March 2001 - Present
South Carolina Council on Competitiveness October 2012 - October 2013
EngenuitySC May 2004 - October 2012
Columbia Angel Partners December 2004 - December 2006
Air National Guard October 1981 - December 2003
Syneractive 1998 - 2001
BellSouth 1995 - 1998
Bellcore 1993 - 1995
Skills
Entrepreneurship, Strategy, Leadership, Strategic Planning, Economic Development, Executive Coaching, Mentoring, Leadership Mentoring, Advisory Boards, Business Alignment, Peer Mentoring, Executive Development, Program Management, Public Speaking, Executive Team Coaching, New Business Development, Collaboration Management, Fundraising, Performance Improvement, Executive Team Alignment, Management, Non-profits, Project Planning, Execution of Business..., Small Business, Government, Mergers & Acquisitions, Alternative Energy, Project Management, Start-ups, Public Relations, Leadership Development, Organizational..., Consulting, Marketing, Economics, Management Consulting, Marketing Communications, Team Building, Business Development, Business Strategy, Executive Management, Public/private..., Board Development, Budgets, Business Planning, Collaboration, Nonprofits
Education
University of South Carolina-Columbia 1981 — 1986
BS, Engineering
University of South Carolina-Columbia 1988 — 1991
MBA, Finance
University of South Carolina-Columbia 2001 — 2001
CIO Academy - One year program focused on strategic technology management
University of Pennsylvania - The Wharton School 1994 — 1994
Executive education programs focused on reengineering and change management.
Strategic Coach
2007-Present, Masters Program, Lifetime growth program for entrepreneurs
L-3 Communications January 2014 - Present
BeyondTrust April 2012 - September 2013
Deluxe Entertainment Services Group October 2011 - April 2012
Vistage August 2009 - October 2011
The Ken Blanchard Companies July 2006 - August 2009
Skills
VMware Infrastructure, VMware vSphere, VMware ESX, VMware Certified..., Network Engineering, Cisco Certified, Brocade Fibre Switches, SAN Engineering, EMC Storage, EMC SAN Administration, HP EVA, Compellent, Systems Engineering, Microsoft Certified..., Linux System..., Data Center, Data Center..., VMware, Servers, Active Directory, Cisco Technologies, DNS, Microsoft Exchange
Education
National University, San Diego, CA 1999 — 2001
Bachelor's degree, Business Administration and Management, General
University of California, San Diego 1993 — 1996
Microsoft September 2015 - Present
LinkedIn October 2014 - September 2015
Vistage August 2013 - October 2014
Modis November 2011 - August 2013
The Johnson Group Inc. 2011 - November 2011
Target May 2009 - August 2010
Aerotek CE September 2007 - February 2009
UC Davis Department of Campus Recreation 2006 - 2007
Skills
Recruiting, Sourcing, Screening Resumes, Temporary Placement, Staffing Services, Technical Recruiting, Interviews, Leadership, Internet Recruiting, Temporary Staffing, Screening, Executive Search, CRM, Applicant Tracking..., College Recruiting, Cold Calling, Onboarding, Staff Augmentation, Contract Recruitment, Talent Acquisition, Direct Placement, Information Technology, IT Recruitment, Permanent Placement, Talent Management, Full-life Cycle..., Qualifying Candidates, Candidate Generation, Strategic Sourcing, Social Recruiting, Social Networking, Business Networking, Social Media Outreach, LinkedIn, Customer Engagement, Talent Developer, Human Resources, Employee Training, Employee Management, Management, Resume Writing, Hiring, Building Relationships
Education
UC Davis 2003 — 2007
B.A, English, Minor-Communication
LEADERSHIP BALANCE 2012 - Present
ASSESSMENT LEADERS 2003 - Present
BUSINESS BUILDERS, LLC 1998 - Present
Boise State University 2010 - Present
Boise State University 2010 - Present
Vistage 2012 - 2015
Vistage 2012 - 2015
Keiretsu Forum 2007 - October 2011
SUNRISE TECHNOLOGIES, INC. 1995 - 1998
COLLEGUS LTD. 1994 - 1995
Skills
Talent Acquisition, Business Development, Leadership, Strategic Planning, Team Building, Small Business, Entrepreneurship, Program Management, Business Planning, Management, Training, Start-ups, Human Resources, Executive Coaching, Product Marketing, Marketing, E-commerce, Product Development, Recruiting, Sales Management, Consulting, Sales, Selling, Management Consulting, Strategic Partnerships, Project Planning, Marketing Communications, Executive Management, Business Strategy, Budgets, Mergers & Acquisitions, Leadership Development, Public Relations, Organizational..., New Business Development, Coaching, Public Speaking, Change Management
Education
University of San Francisco
MS, Human Resources & Organizational Development
San Jose State University
BS, Business Administration
Vistage 2015 - Present
The Agilant Group, LLC March 2015 - Present
All About Parenting November 2014 - Present
Harvey B. Gantt Center for African-American Arts + Culture July 2014 - Present
The Carolina Theatre May 2014 - Present
Noble Woman Enterprises January 2012 - March 2015
Carolinas Minority Supplier Development Council January 2012 - December 2012
Nassau County January 2006 - December 2011
Dowling College September 2002 - May 2005
Essence Magazine November 2000 - July 2001
Skills
Non-profits, Business Development, Supplier Diversity, Strategic Planning, Fundraising, Public Speaking, Leadership Development, Marketing, Leadership, Budgets, Marketing Strategy, Business Strategy, Economic Development, Team Building, Change Management, Strategy, Management, Cross-functional Team..., Nonprofits, Training, Market Research, Management Consulting, Government, Entrepreneurship, Program Management, Coaching, Organizational..., Event Management, Public Relations, Research, Start-ups, Marketing Communications
Education
Columbia University Graduate School of Business
MBA, Marketing, Finance
Tufts University
BA, English, Drama
Recent Added Credential: Center for Coaching Certification
Certified Master Coach
Friends Academy
HS Diploma
Flywheel Inc.- Sandler Sales Training February 2012 - Present
Vistage 2013 - Present
Sandler Training 2012 - Present
Lamar Transit Advertising January 2005 - February 2011
Obie Media Corporation January 1998 - January 2005
Obie Media Corporation January 1992 - January 1998
Skills
Advertising, Marketing Strategy, Social Media Marketing, New Business Development, Online Advertising, Marketing Communications, Public Speaking, Small Business, Sales Management, Social Media, Marketing, Strategic Planning, Copywriting, Digital Marketing, Account Management, Event Planning, Training, Selling, Sales, Coaching, Business Development, Team Building, CRM, Direct Sales, Marketing Management, Outdoor Advertising, Management, Salesforce Training, Business Strategy, Lead Generation, Sales Process, Online Marketing, B2B, Entrepreneurship, Strategic Partnerships, Email Marketing, Strategy, Leadership, Executive Coaching, Selling Skills, Executive Management, Start-ups, Social Networking, Direct Marketing, Salesforce.com, Integrated Marketing, Brand Development, Business Coaching, Sales Leadership..., Sales Trainings
Education
University of Oregon School of Journalism 1983 — 1987
Bachelor of Arts (B.A.), Advertising
Universidad de Guadalajara 1986 — 1987
Spanish Language and Mexican Culture
Vistage September 2014 - February 2015
JJA Group, LLC & The BRIELLA Group, LLC July 2003 - February 2015
Catering By Motti February 2010 - August 2012
Boston Magazine September 1992 - November 1994
Knight Ridder September 1987 - September 1992
Rizzoli International Publications September 1985 - June 1987
Skills
Emotional Intelligence, Creative Problem Solving, Strategic Partnerships, Business Process..., Business Coaching, Leadership Development, Cross-functional Team..., Leadership, Sales Leadership..., Advertising, Publishing, Public Speaking, Motivational Speaking, New Business Development, Business Strategy, Trade Shows, Social Networking, Event Management, Event Planning, Events Coordination, Project Coordination, Small Business, Public Relations, Hospitality Industry, Real Estate Development, Rental Real Estate, Market Analysis, Lease Negotiations, National Association of..., Start-ups, Strategy, Entrepreneurship, Online Marketing
Education
State University of New York at Albany 1981 — 1985
BA, Psychology & English
CommercialTribe August 2015 - Present
Vistage July 2013 - August 2015
Market Force December 2011 - July 2013
collaborativeCARE Conference September 2010 - October 2011
Boulder Learning LLC October 2006 - September 2010
MaxMD September 2004 - March 2006
Gartner, Inc March 1989 - March 2004
Gartner Group, Inc. 1989 - 2004
Skills
Business Development, Change Management, E-Learning, Knowledge Management, Instructional Design, Sales, Strategic Partnerships, SaaS, Analytics, Market Research, Strategy, Competitive Analysis, Go-to-market Strategy, Salesforce.com, Business Strategy
Education
Providence College 1981 — 1985
BA
Université de Fribourg/Universität Freiburg 1983 — 1984
Vistage 2013 - Present
Constellation Consulting 2009 - Present
Edelman and Associates September 2010 - Present
MassExcellence Board of Overseers 2008 - Present
Tom Peters Company November 2004 - October 2009
Russell Reynolds Associates September 1995 - November 2004
Skills
Organizational..., Management Consulting, Coaching, Leadership Development, Strategic Planning, Executive Coaching, Change Management, Team Building, Executive Search, Strategy, Leadership, Start-ups, Recruiting, Business Strategy, Consulting, Sourcing, Management, Entrepreneurship, Talent Management, Executive Management, Talent Acquisition, Public Speaking, Organizational Design
Education
The University of Georgia
MA, Psychology & Business
Insperity December 2005 - Present
Vistage September 2006 - Present
Association for Corporate Growth (ACG 101) January 2008 - January 2014
Right Management November 2004 - December 2005
Parson Consulting 2003 - 2004
Ernst & Young 1999 - 2003
PGP, Inc. 1995 - 1999
Skills
Sales Management, Client Engagement, Strategy, Marketing, Management, Consulting, Customer Engagement, Sales Process, Human Resources, Leadership Development, Product Development, Account Management, Business Strategy, Start-ups, New Business Development, Leadership, Training, Project Management, Business Development, Performance Management, Talent Management, Recruiting, CRM, Sales Operations, Strategic Planning, Executive Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1990 — 1994
MBA, Business and Marketing
Southern Illinois University, Carbondale 1980 — 1985
BS, Industrial Engineering
Rentokil Initial 2009 - Present
Ambius June 2004 - Present
Vistage 2009 - 2013
U.S. Navy Reserve 1985 - December 2010
Cintas Corporation June 2002 - June 2004
Cintas Corporation June 1999 - June 2002
Cintas April 1997 - June 1999
Terminix February 1993 - April 1997
Skills
Leadership Development, Budgeting, Strategic Planning, Negotiation, Organizational..., P&L, Operations Management, Business Strategy, Team Building, Customer Service, Customer Relations, Sales Management, Public Speaking, P&L Management, New Business Development, Budgets, Leadership, Customer Satisfaction, Hiring, Process Improvement, Program Management, Sales Process, Coaching, Account Management, Team Leadership, Contract Negotiation, Business Development, Forecasting, Strategy, B2B, Management, Sales, Direct Sales, Business Planning, Human Resources, Marketing Management, Recruiting, Change Management, Marketing, Cold Calling, Start-ups, Key Account Management, Training, Sales Operations, Customer Retention, Facilities Management, Cross-functional Team..., Performance Management, Salesforce.com, Project Planning
Education
Simon School 1987 — 1989
Business Certificate, Finance and Accounting
University of Rochester 1985 — 1989
BA, Economics, Philosophy
Vistage 2013 - Present
Dakota Management Solutions, LLC January 2012 - Present
Motion Tech Automation 2012 - 2013
Colder Products Company 2003 - 2012
United States Air Force 1983 - 2005
Omron Scientific Technologies 2001 - 2003
SICK, Inc. 1991 - 2001
Honeywell 1989 - 1991
Applied Vision Systems 1987 - 1989
Skills
Leadership, Manufacturing, Management, Operations Management, Business Development, Six Sigma, Sales Management, Business Strategy, Management Consulting, Executive Coaching, CRM, Product Development, International Sales, Lean Manufacturing, New Business Development, P&L Management, Automation, Strategic Planning, Mergers & Acquisitions, B2B, Marketing Strategy, International Business, Cross-functional Team..., Contract Negotiation, Medical Devices, Sales, Marketing, Product Management, Strategic Leadership, B2B Marketing, Global Sourcing, Public Speaking, Engineering, Budgets, Product Launch, Engineering Management, Motion Control, Global Marketing, Product Marketing, General Management, B2C, Executive Level Selling, ISO 13485, Lean Six Sigma Green..., Private Equity, Executive Facilitation, ISO 9001, Recruiting, Talent Management, Executive Search
Education
University of Minnesota - Carlson School of Management 2008 — 2010
MBA, International Business, Finance, Marketing
U.S. Air Force Institute of Technology
MSEE, Electro-Optics, Digital Systems
South Dakota State University
BSEE, Electrical Engineering, Math Minor
Lennox High School
BEYOND THE BENCHMARK October 2002 - Present
ADVANTAGE CONSORTIUM February 2002 - Present
PEER LEADERSHIP EXCHANGE January 2002 - Present
BizEnrich December 2001 - Present
VISTAGE April 2004 - December 2009
David Evans and Associates, Inc. April 1986 - April 2001
Skills
Leadership Development, Team Building, Organizational..., Coaching, Communication Training, Sales Plan, Executive Coaching, Management Consulting, Business Strategy, Strategic Planning, Entrepreneurship, Change Management, Business Planning, Executive Development, Thought Leadership, Organizational..., Organizational Design, Small Business, Executive Management, Performance Improvement, Management, Public Speaking, Strategy, Training, Start-ups, B2B, B2B Marketing, Leadership, Business Development
Education
Southern Oregon University 1975 — 1980
1980
upper arlington high school 1970 — 1971
Vistage January 2010 - Present
Vistage January 2010 - July 2012
Vistage April 2003 - December 2009
Vistage 2003 - December 2009
GrowthPoint Partners August 2002 - December 2009
Harte-Hanks Direct Marketing November 1996 - May 2002
Skills
Executive Coaching, Executive Development, Leadership Development, CEOs, Strategic Planning, Coaching, Management Consulting, Personal Development, Organizational..., Small Business, Team Building, Entrepreneurship
Education
University of Missouri-Columbia 1973 — 1977
Robin Hood Ventures 2009 - Present
CustomChill Inc. April 2000 - Present
Austro Mold Inc. July 1996 - Present
Vistage April 1991 - Present
Ray Machine Inc. June 1988 - Present
CCC January 1985 - Present
Chein Industries February 1978 - December 1984
Chain Bike Corp March 1972 - February 1978
Skills
Mergers, Manufacturing, Negotiation, Management, Venture Capital, Leadership Development, Strategic Planning, Organizational..., Business Strategy, Coaching, Marketing Strategy, Executive Coaching, Sales, Project Management, Purchasing, Start-ups, Lean Manufacturing, Strategy, Mergers & Acquisitions, Entrepreneurship, Business Planning, Engineering, New Business Development, Business Development, Management Consulting, Cross-functional Team..., Product Development, Executive Management, Leadership
Education
Temple University - Fox School of Business and Management 1978 — 1982
MBA, Finance
Thapar Institute of Engineering and Technology 1958 — 1961
Diploma Mechanical Engineering, Engineering
Vistage August 2014 - Present
Bridgepoint Education February 2011 - August 2014
Jack in the Box March 2006 - February 2011
Jack in the Box May 2002 - March 2006
Jack in the Box April 2000 - May 2002
Jack in the Box June 1998 - April 2000
AEP manufacturing June 1997 - May 1998
CHR Lille March 1993 - July 1995
Skills
Analytics, Business Intelligence, Strategy, Leadership, Strategic Planning, Management, Analysis, Process Improvement, Forecasting, Team Building, Operations Management
Education
San Diego State University-California State University 1997 — 1998
MBA, Finance, Strategic Planning
Université des Sciences et Technologies de Lille (Lille I) 1988 — 1993
DESS, Biotechnology
Vistage April 2015 - Present
Vistage July 2014 - April 2015
MPC May 2013 - March 2014
MPC February 2012 - March 2014
Anixter February 2011 - May 2011
Adrenaline Lacrosse September 2009 - February 2011
Pangea Media March 2008 - June 2009
Citysearch.com September 2007 - February 2008
m-Qube November 2005 - September 2007
Skills
PPC, Salesforce.com, CRM, Account Management, Program Management, Training, Management, Product Development, Customer Service, Sales, Business Development, Marketing, Social Media, Enterprise Software, Leadership, Strategic Planning, Strategic Partnerships
Education
Syracuse University 2000 — 2004
B.A. dual, English & Textual Studies
The Rivers School 1997 — 2000
The Fay School 1994 — 1997
Vistage March 2014 - Present
Young Presidents' Organization, Inc. November 2007 - March 2014
Spin Creative September 1997 - November 2007
YPO 1991 - 1997
Young Presidents' Organization 1990 - 1997
Skills
Mobile Marketing, Entrepreneurship, Marketing Strategy, Digital Marketing, Social Media Marketing, Social Networking, Email Marketing, Creative Direction, Strategy, Direct Marketing, Online Advertising, Integrated Marketing, Digital Strategy, Corporate Branding, Social Marketing, Strategic Planning, Marketing Communications, Marketing, Public Relations, New Media, New Business Development, Copywriting, Corporate Communications, Social Media, Digital Media, Market Research, Media Relations, Event Management, Content Strategy
Education
University of Texas 1986 — 1990
BA, Journalism/Public Relations
Vistage February 2005 - Present
En-visioneering Incorporated 1995 - Present
Ellerbe Becket 1987 - 1994
ellerbe becket 1986 - 1994
Skills
Executive Coaching, Executive Management, Executive Communications, Coaching, Team Leadership, Leadership Development, Mentoring, Training/Mentoring, Business Strategy, ROI Accountability, Corporate Development, Executive Development, Large Group Facilitation, Management Consulting, Organizational..., Plan Execution, Advisory Boards, Leadership Mentoring, Executive Mentoring, Personal Management, Work Life Balance, Leadership Workshops, Strategic Planning, Organizational..., Business Plan Evaluation, Leadership
Education
Newfield Network
North Dakota State University
Bachelor of Science, Architecture and Interior Design
Vistage International 1991 - Present
Vistage 1991 - Present
J.W. Kaine, Ltd. 1989 - Present
J.W. Kaine, Ltd. 1985 - 2008
Valentine Radford Advertising 1990 - 2000
Skills
Executive Development, Business Coaching, Executive Coaching, Leadership Development, Personal Development, Organizational..., Organizational..., Management Consulting, Entrepreneurship, Emotional Intelligence, Coaching, Public Speaking, Culture Change, Workshop Facilitation, Strategy, Strategic Planning, Start-ups, CEOs, Business Planning, Team Building, Motivational Speaking, Leadership, Small Business, Work Life Balance, Executive Management, 360 Feedback, Presentation Coaching, Training, Consulting, Strategic Thinking, Facilitators, Management Development, Life Coaching, Career Development, MBTI, Performance Improvement, Conflict Resolution, Strategic Leadership, Personal Branding, Change Management, Thought Leadership, Workshops, Succession Planning, Staff Development, Organizational Design, Career Counseling, Organizational..., Performance Management, Business Strategy, Content Marketing
Education
University of Kansas 1963 — 1966
MBA
Vistage 2010 - Present
Network Learning Institute January 2006 - Present
Fiberlink Communication 2000 - 2005
Kennedy Memorial Hospital 1993 - 1996
Kennedy Memorial Hospital 1993 - 1996
Skills
Windows Server, Disaster Recovery, Security, Active Directory, Troubleshooting, Windows, Networking, Network Administration, System Administration, Databases, VMware, VPN, TCP/IP, Security+, Servers, A+ Certified, XP, Virtualization, Technical Support, Network Security, Software Installation, Help Desk Support, Computer Hardware, Routers, Cloud Computing, Cisco Technologies, Windows 7, Computer Repair, Hardware, DHCP, DNS, Antivirus, MySQL, Microsoft Certified..., Printers, Firewalls, LAN-WAN, Laptops
Education
Temple University 1984 — 1988
BA, Computer Information Sciences
Vistage International-World's Leading Chief Executive Organization 2004 - Present
Vistage International September 1992 - Present
Vistage 1992 - Present
Change Strategies August 1987 - Present
Vistage International (formerly TEC) 2005 - January 2010
Vistage International (Formerly known as TEC) 2005 - 2010
Simon Property Group July 2002 - August 2007
Skills
Leadership Development, Team Building, Organizational..., Management Consulting, Business Coaching, Small Business, Strategic Leadership, Business Strategy, Entrepreneurship, Executive Management, Personal Development, Emotional Intelligence, Workshop Facilitation, Public Speaking, Business Development, Training, Leadership, Management, Strategy, CEOs, New Business Development
Education
Ohio University 1974 — 1977
Doctor of Philosophy (PhD), Education/Business Administration and Management, General
The Ohio State University 1963 — 1965
Masters of Art
Bluewolf March 2014 - Present
Vistage August 2013 - January 2014
TechFlow, Inc. June 2011 - August 2013
MGM Resorts International December 2010 - April 2011
Cantor Gaming November 2009 - July 2010
Harrah's Entertainment November 2002 - November 2008
JP Morgan Chase 1997 - 2001
Skills
SDLC, Marketing, Business Analysis, Casino, Visio, Integration, Mobile Devices, Project Management, Management, Online Gaming, Security, Agile Methodologies, Business Intelligence, Software Project..., Process Improvement, Salesforce.com, Vendor Management, Gambling, Requirements Analysis, Training, Software Documentation, Program Management, Team Leadership, Analysis, SQL, Scrum, Software Development
Education
University of Michigan 1990 — 1993
B.A., Sports Management and Communication
Vistage 2013 - Present
SBG CORP - Coaching leaders and executives to achieve elite results. 1997 - Present
Skills
Leadership, Coaching, Government, Workshop Facilitation, Business Development, Nonprofits, Organizational..., Employee Training, New Business Development, Entrepreneurship, Talent Management, DoD, Requirements Analysis, Training Delivery, Customer Service, Performance Improvement, Thought Leadership, Presentation Skills, Project Management, Change Management, Leadership Development, Program Management
Education
University of Maryland Eastern Shore 1972 — 1976
Bachelor of Science (BS)
The George Washington University
Executive Certificate
University of Maryland University College
Vistage January 2014 - Present
SCORE Cape Cod November 2013 - Present
HealthCoachJon.com September 2013 - May 2015
RETIRED November 2012 - January 2014
Trinity Conference Center January 1994 - November 2012
Leadership Project January 1999 - December 2011
Colburn Press November 1991 - December 1993
Treadway Inn Partners, Treadway Hotels & Resorts January 1984 - October 1991
Skills
Hospitality, Hotels, Customer Service, Hospitality Management, Hospitality Industry, Microsoft Office, Event Management, Food & Beverage, Hotel Management, Event Planning, Microsoft Excel, Budgets, Resorts, Restaurants, Microsoft Word, Leadership, Leadership Development, Coaching
Education
Southern Illinois University, Carbondale 1969 — 1972
Vistage September 2014 - Present
California Cancer Associates for Research and Excellence (cCARE) May 2013 - Present
Bruce Hinman Consulting March 2013 - Present
Easter Seals Central California October 1996 - September 2012
Abilities First Foundation 1989 - 1996
Middletown Regional Hospital 1984 - 1987
Clark, Schaefer, Hackett & Co., CPAs 1979 - 1983
Touche Ross & Co. January 1979 - November 1979
Skills
Social Services, Volunteer Management, Strategy, Employee Benefits, Leadership, Public Speaking, Non-profits, Fundraising, Budgets, Leadership Development, Training, Program Management, Community Outreach, Negotiation, Program Development, Coaching, Finance, Event Planning, Social Media, Entrepreneurship, Nonprofits, Management, Change Management, Team Building, Strategic Planning, Organizational..., Teaching, Healthcare, Executive Management, Event Management, Consulting, Executive Coaching, Staff Development, Conflict Resolution
Education
University of Dayton 1982 — 1984
Master of Business Administration (M.B.A.), Management
Wilmington College 1975 — 1979
Bachelor's Degree, Economics and Accounting, Magna Cum Laude
Vistage October 2014 - Present
Indepedent 2012 - Present
Broken Yolk Cafe Franchise, LLC 2014 - 2014
Garden Fresh Restaurant Corp. (dba Souplantation & Sweet Tomatoes Restaurants) 2010 - 2012
Garden Fresh Restaurant Corp. (dba Souplantation & Sweet Tomatoes Restaurants) 2007 - 2010
Garden Fresh Restaurant Corp. (dba Souplantation & Sweet Tomatoes Restaurants) 2004 - 2006
Garden Fresh Restaurant Corp. (dba Souplantation & Sweet Tomatoes Restaurants) 2002 - 2003
Skills
Marketing, Marketing Strategy, Advertising, Strategic Planning, Sales, Marketing Communications, Integrated Marketing, Marketing Research, Leadership, Direct Marketing, Management, Email Marketing, Restaurants, Budgets, Marketing Management, Analytics, Team Leadership, New Business Development, Direct Mail, Online Advertising, Interactive Marketing, Product Marketing, P&L Management, Field Marketing, Customer Acquisition, Lead Generation, Strategic Insights
Education
Santa Clara University 1995 — 1999
Bachelor of Science (B.S.), Psychology
Chicago Innovation Mentors 2013 - Present
University of Illinois Research Park 2009 - Present
General Kinematics Corporation 2006 - Present
Intra-Op Monitoring Services, LLC May 2009 - December 2012
Intra-Op Monitoring Services, LLC September 2008 - April 2009
Vistage 1989 - 2008
Bio-logic Systems Corp. 1999 - 2006
NeuroCare Group 1994 - 1999
Johnson Bank 1991 - 1999
Continental Illinois Venture Capital Corp (CIVC) 1993 - 1994
Skills
Medical Devices, Healthcare, Strategic Planning, Mergers & Acquisitions, Pharmaceutical Industry, Start-ups, Process Improvement, Finance, Product Development, Manufacturing, Cross-functional Team..., FDA, Change Management, Marketing Strategy, Strategy, Commercialization, Entrepreneurship, Executive Management, Corporate Development
Education
Tulane University - A.B. Freeman School of Business
MBA
University of Houston - Cullen College of Engineering
BSEE
TencerSherman January 2014 - Present
Vistage July 2014 - December 2014
Higgs Fletcher & Mack April 2006 - 2013
Balestreri, Pendleton & Potocki September 2003 - March 2006
Skills
Class Actions, Defense, Civil Litigation, Litigation, Employment Law, Employment Litigation, Business Disputes, Commercial Litigation, Contract Negotiation, Employment Contracts, Personal Injury, Torts, Alternative Dispute..., Appeals, Construction Law, Business Litigation, Trials, Discrimination, Mediation, Legal Advice, Trial Practice, Employment...
Education
University of San Diego School of Law 2001 — 2003
JD, Law
University of California, Los Angeles 1995 — 1999
BA, Political Science, Policy Studies
Woodcrest High School 1991 — 1995
Diploma
Vistage 2014 - Present
Harvard Bioscience 2012 - 2014
The Growth Coach October 2008 - 2012
Thermo Fisher Scientific January 2007 - September 2008
VWR International 2004 - 2007
Bionostics 2002 - 2004
Ionics Sievers General Electric Healthcare 2001 - 2002
Thermo Fisher Scientific 1999 - 2001
Thermo Fisher Scientific 1985 - 1999
Picker International 1983 - 1985
Skills
Generating Revenue, New Business Development, Sales Team Development, Global Business..., Profit & Loss Management, Operations Management, Strategic Planning, P&L Management, B2B, Product Development, Sales, Sales Force Development, Sales Process, Sales Management, Strategy, Business Development, Management, Territory Management, Cross-functional Team..., Capital Equipment, Key Account Management, Direct Sales, Competitive Analysis, Income Statement, Biotechnology, Business Planning, Marketing, Leadership, Coaching, Team Building, Integrated Marketing, Account Management, Mergers, Sales Operations, International Sales, Lifesciences, Healthcare, Mergers & Acquisitions, Negotiation, Selling, Life Sciences
Education
Sacred Heart University 1979 — 1981
MBA, Finance
Villanova University 1972 — 1976
BS Business, Marketing
RCHS 1968 — 1972
The Chopping Block May 2012 - Present
Vistage 2013 - 2015
The Chopping Block May 2002 - May 2011
Jayson Home & Garden May 2000 - May 2002
Uncle Dan's June 1996 - May 1999
Skills
Marketing Strategy, Event Planning, Food, Retail, Budgets, Menu Development, Marketing, Restaurants, Event Management, Culinary Skills, Strategic Planning, Catering, Sales, Management, Public Relations, Team Leadership, Social Networking, Hospitality, Social Media, Customer Service, Inventory Management, Cooking, Team Building, Microsoft Excel, Public Speaking, Leadership, Forecasting, Food & Beverage
Education
The University of Kansas 1989 — 1993
BA in Journalism, Advertising
The University of Kansas 1989 — 1993
BA in Art History
Pathways to the Future January 2009 - Present
Vistage 2014 - 2014
A Better Balanced You August 2010 - January 2013
Whitten-Perraut Laser Eye September 2003 - September 2005
AIUM 1990 - 1999
AIUM 1982 - 1999
Skills
Coaching, Entrepreneur, Non-profits, Fundraising, Entrepreneurship, Management, Research, Nonprofits, Business Development, Career Counseling, Sales, Marketing, Executive Coaching, Small Business, Personal Development
Education
Coaches Training Institute 2008 — 2009
CPCC, Professional Coaching Certification
Towson University 1978 — 1982
Bachelor of Science, Business
Collaborative Divorce Training
Vistage
First Citrus Bank January 2000 - Present
Vistage 2013 - 2014
The Bank of Tampa June 1995 - January 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Grauate School of Banking at LSU 1998 — 2000
Graduate Banking Degree, Banking
University of South Florida 1993 — 1998
Master of Business Administration (MBA), Finance
University of Massachusetts Dartmouth 1985 — 1989
Businesss Management
Vistage August 2013 - Present
Scripps Health October 2007 - August 2013
Koegel and Associates May 2006 - May 2007
Skills
Meeting Planning, Project Management, Management, Budgets, Marketing, Email Marketing, Advertising
Education
University of Arizona 2002 — 2006
BS, Business Marketing
University of Arizona
Vistage CEO/PresidentDooleyMack1976 - 2012
SunTrust SW FL 2009 - 2010
KDS Inc. 1974 - 1976
Skills
Business Development, Strategic Planning, Team Mentoring, Business Strategy, Leadership Development, Executive Coaching, Construction Management, Contract Negotiation, Cost Control, Cost Accounting, Estimating, Project Planning, Project Scheduling, Board Advisory Services, Facilitator, Partnering, Business Unit Start-up, Corporate Budgeting, Peer Mentoring, Business Process..., Mentoring, Youth Mentoring, Board Development, Advisory Boards, Executive Team Coaching, CEO Succession, Business Planning, Execution of Business..., C-Level Leadership, Professonal Mentoring, Subcontracting, Construction, New Business Development, Project Estimation, Contractors, Pre-construction, Contract Management, Value Engineering, Renovation, Project Bidding
Education
University of Alabama 1966 — 1969
Electical Engineering
University of Alabama at Birmingham 1966 — 1967
Pre-Engineering
TCI Business Capital, Inc. August 1994 - Present
Vistage 2012 - 2013
CEO Round table, Council of Growing Comapnies 1997 - 2003
Allstate Financial,Corporation, Inc September 1989 - August 1994
Skills
Asset Based Lending, Factoring, Commercial Lending, Credit, Financial Analysis, Loans, Accounting, Microsoft Excel, QuickBooks, Commercial Finance, Lines Of Credit, Portfolio Management, Credit Analysis
Education
The University of Texas at Arlington 1983 — 1987
BS, Accounting
BCC High School 1975 — 1978
SpectraCore Technologies, Inc. April 2010 - Present
Vistage 2013 - 2013
SQL Star International, Inc. July 2005 - March 2010
Entrada Networks, Inc. April 2001 - June 2005
QUALCOMM INC June 1996 - March 2001
Skills
Mergers, International Business..., Start-ups, Business Development, Mobile Devices, Mergers & Acquisitions, Embedded Systems, Program Management, Entrepreneurship, Wireless, Mobile Applications, Product Management, Product Marketing, Strategic Partnerships, Go-to-market Strategy, Mobile Technology, Cloud Computing, Enterprise Software, Strategy, SaaS, Agile Methodologies, Android, Embedded Software, Mobile Communications, Telecommunications
Education
UCLA Anderson School of Management 2004 — 2007
MBA, Finance
University of Southern California 1994 — 1996
MSEE, Wireless Communications
Vistage 2013 - Present
United Community Bank September 1994 - Present
The Department of Banking and Finance March 1990 - September 1994
Skills
Loans, Credit Analysis, Banking, Credit, Commercial Mortgages, Small Business Lending, Underwriting, Retail Banking, Commercial Banking, Mortgage Lending, Credit Risk, Financial Analysis, Consumer Lending, Finance, Business Development, Small Business
Education
University of North Georgia 1987 — 1989
BBA, Double Major - Marketing and Management
Gainesville College 1985 — 1987
Associate's degree, Business
Esse Health December 2005 - Present
Vistage 2014 - 2015
Vistage 2014 - 2015
Westar Aerospace & Defense Group May 2004 - December 2005
Transentric July 2000 - May 2004
Education
University of Northern Iowa 1984 — 1988
Bachelor's degree, Accounting
Mantrose-Haeuser Co., Inc. May 2015 - Present
Novus Medical Group September 2014 - April 2015
Vistage June 2014 - September 2014
Skills
Sales, Sales Presentations, Customer Service, Retail Sales, Customer Relations, Customer Support, Property & Casualty..., Insurance, Liability, Legal Liability, Casualty, Professional Liability, General Insurance, Employment Practices..., D&O, Medical Sales
Education
Temple University 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government, 3.4