
Helping companies develop and deploy business growth initiatives
Orange County, California Area

Helping companies develop and deploy business growth initiatives
Orange County, California Area
Senior exec with passion for creating new value, optimizing business efficiency, cultivating clear organization focus and achieving breakthrough results.
Experience with start-ups, mid-sized business and international Fortune 500 corporations. Particular expertise with energy, high-tech and financial service sectors.
Success launching new divisions and businesses, innovating business strategy, driving profitable growth.
Previous interviews by Barron's, Wall St. Journal, BusinessWeek, Forbes, CNBC, US News, USA Today, Kiplingers, TheStreet.com, more.
20+ years evaluating market opportunities, developing plans and successfully leading business growth initiatives. Strong results directing international business and profitable growth in global markets. Demonstrated ability in opportunity assessment, problem solving, business planning and organizational alignment to objectives. ** Innovative Business Models ** Investor Relations ** Partnerships & Contracts ** Financial Planning ** Strategic Planning ** Innovative Change Agent
(Financial Services industry)
May 2007 — November 2009 (2 years 7 months)
SmartStops.net is the industry leader in helping investors and advisors actively protect their stock and ETF investments. This new breed of financial service uniquely combines advanced analytics and intuitive user experience, making it easy to continuously monitor a portfolio then be immediately alerted when a stock or ETF is at risk.
• Led primary business functions in creating and deploying breakthrough financial service solution.
• Established partnerships and product integration with leading brokers, portals and platform providers.
• Accomplished extensive media coverage from leading newpapers, magazines, television, blogs, and news portals.
• Achieved top metrics for conversion, retention and client satisfaction.
(Management Consulting industry)
May 2003 — May 2007 (4 years 1 month)
Business Growth and Marketing Strategy Consultant
• Presented executive seminars and workshops to develop critical team skills and uncover opportunities for profitable growth.
• Conducted ethnographic market studies, identified and segmented market opportunities, determined most profitable growth strategies, then structured and led customer focused growth initiatives.
• Industry experience: financial and IT services, computing, printing/imaging, education, publishing, energy, and consumer retail.
(Public Company; 10,001 or more employees; hpq; Information Technology and Services industry)
June 2001 — April 2003 (1 year 11 months)
40%+ revenue growth in first year with global team of ~14 people.
Managed global sales-dev, marketing and publishing teams targeting IT Professional segments to generate new and return business for HP Services web-based solutions.
Led creation and implementation of CRM based marketing programs to personalize communications, improve results measurement and increase web based sales.
(Computer Hardware industry)
September 1997 — June 2001 (3 years 10 months)
• On management team driving move from #4 to #2 in business PC sales, totaling almost $6B in net revenue.
• Managed worldwide marketing and sales-programs organization totaling ~ 25 people.
• Responsible for development and implementation of new product and program launches, including demand generation plans, messaging/branding, PR, eNewsletters, CRM, alliances, events, education, advertising, literature, and promotions.
(Public Company; 10,001 or more employees; hpq; Computer Hardware industry)
September 1994 — September 1997 (3 years 1 month)
175% increase in web utilization over 12 month period resulted in significant revenue growth, productivity enhancements and cost savings across multiple business units.
Developed, implemented and managed HPs first fully-integrated web portal for channel partners worldwide to access sales, marketing & support tools.
Drove integration of disparate programs into cohesive and easy to access solutions.
Led joint venture negotiations and contractual agreements in North America, Europe and Asia.
(Partnership; 1-10 employees; International Trade and Development industry)
July 1993 — September 1994 (1 year 3 months)
• Assisted European firms with business strategies and plans for US market expansion.
• International trade broker for high-tech and consumer goods (U.S., Europe and Asia).
(Public Company; 501-1000 employees; Business Supplies and Equipment industry)
September 1990 — June 1993 (2 years 10 months)
Led development and implementation of expansion strategies and plans, including addition of new sales regions in Europe and Asia.
Established local market partnerships to facilitate sales, distribution, support, etc.
MBA , International Finance and Business Administration , 1993 — 1994
BS , marketing, management , 1983 — 1987
Board of Directors: TechBiz Connection, www.techbizconnection.org (2004 - Present)
Board of Directors: International Trade Center, Eugene, OR (1991 - 1993)