
Strategist, Technologist, Speaker & Writer. Wellness, Franchise & Development Professional. Vinophile & Musician.
Greater New Orleans Area

Strategist, Technologist, Speaker & Writer. Wellness, Franchise & Development Professional. Vinophile & Musician.
Greater New Orleans Area
Seasoned contract executive, author, presenter and business development professional. Extensive background in and love of technology, business development and finance. Proven performance in an array of industries including fitness, wellness, food and beverage, hospitality, franchising, and IT, among others. International experience managing projects in Asia, the EU, and the Americas. Track record of results significantly growing revenues in small, large and mid-sized profit and not for profit firms. Experience raising capital and managing M&A activity as a principal, agent or adviser. Public speaker and author available for expert testimony, consulting, and public speaking engagements.
Strategic evaluations & planning, resource acquisition, international expansion, development, finance, deal structuring, M&A, organizational design, strategic partnerships, marketing and IT business advice. Knowledge of a variety of industries including, among others, franchising, fitness and wellness, restaurant, manufacturing, IT, and professional services. Deep affiliate relationships shared to deliver expertise for small, mid-sized and large for profit and not for profit firms.
(Health, Wellness and Fitness industry)
March 2008 — Present (1 year 9 months)
Integerus, LLC brings innovation to the global fitness and wellness industries. Our mission is to be the leading global consultancy, business and technology development firm that delivers unique and valuable professional services for our clients and creates innovative solutions for the evolving and emerging global fitness and wellness industries.
(Privately Held; Health, Wellness and Fitness industry)
March 2006 — Present (3 years 9 months)
Responsible for business development, technology development, organizational development, strategy, legal and finance for this supplier of fitness and wellness education, programming, systems and training services for wellness facilities, employers, non-profits, recreation centers, government agencies and health clubs.
(Management Consulting industry)
February 1993 — Present (16 years 10 months)
Provide management services including financial, marketing, IT, sales, training and business development. Experience in a variety of industries. Extensive background in fitness, wellness, international trade, IT, franchising, health care, and hospitality industries.
(Management Consulting industry)
January 2006 — September 2008 (2 years 9 months)
Provide custom designed business advisory services with emphasis on franchising systems development and process implementation. Specific areas of expertise include information systems, integration of key business functions, marketing, brand development, finance, training, sales processes and development.
(Non-Profit; 11-50 employees; Program Development industry)
January 2003 — October 2003 (10 months)
Directed business development projects for a wide array of industries. Directed and negotiated contracts as required for various international trade projects. Worked on team developing web based data system. Conducted financial evaluations of various programs and made recommendations based on the analysis resulting in improved efficiency. In cooperation with the Foreign Agricultural Service’s offices and state departments of agriculture, managed international trade activities in the Netherlands, Singapore, Bangkok, Chile, Belgium, Mexico City, and India. Developed multimedia presentation for international seafood export initiative. Developed new logo for Generic program activities. Conducted global trade research and prepared Unified Export Strategy as required by FAS for submittal as part of the strategic plan. Acted as catayst for change and organizational development under contract.
(Privately Held; 51-200 employees; Restaurants industry)
September 1999 — September 2002 (3 years 1 month)
Developed and executed a strategic plan, selling majority control after obtaining equity financings and growing the company from 60 to 124 locations. Oversaw site selection and lease negotiations. Managed a staff of nine professionals including franchise operations, sales, purchasing and marketing. Reconfigured training systems and utilized intranet technology to efficiently deploy content. Increased AUVs by double digits each year. Devised franchise advisory counsel and improved training systems, product development and marketing efforts.
(Privately Held; 201-500 employees; Restaurants industry)
February 1998 — September 2002 (4 years 8 months)
Responsible for all franchise and operational aspects of this 40 units café chain. Executed strategic plan resulting in rapid growth and the ultimate sale of the company. Worked closely with franchisees implementing franchise advisory counsel and Intranet System. Managed marketing plan and implementation of marketing concepts. Managed all financial aspects of company. Oversaw training systems and other operational aspects of the company.
(Privately Held; 11-50 employees; Computer Software industry)
January 1996 — January 1998 (2 years 1 month)
Prepared a strategic plan for turnaround of a failing access control and time keeping business. Developed new product introductions including conversion to Oracle Developer 2000 platform. Conceived new lower end product offering and development of materials related to product introduction. Successfully prepared winning proposals for Foxwood Casino project and developed relationship with PeopleSoft leading to joint projects at Huntsville Hospital and other installations.
(Privately Held; 51-200 employees; Food & Beverages industry)
September 1994 — January 1998 (3 years 5 months)
Working closely with ownership, developed a strategic business plan to grow the company. Developed franchise sales program and presentation. Sold first development agreement for the Dallas market. Involved in marketing and brand development. Conducted focus group research and analysis of competitors and pricing. Developed expansion strategies based on strategic research. Implemented automated accounting system and developed and introduced financial controls. Implemented real estate market model for expansion planning. Obtained needed bank financing. Prepared budgets, analysis and financial plans. Oversaw financial audits, tax preparation and filing. Prepared PPO and assisted in UFOC preparation.
(Privately Held; 1001-5000 employees; Food & Beverages industry)
March 1985 — February 1993 (8 years )
Managed the finances of a $100 Million enterprise consisting of restaurants, hotels, a real estate holding company and food manufacturing plants with combined annual growth of 20%. Obtained $40 Million in financing in connection with the operation of the business. Oversaw the divesture of subsidiaries of A. Copeland Enterprises as part of the acquisition of Churchs Fried Chicken and established all corresponding financial and administrative processes associated with these businesses. Managed all legal aspects of the businesses and served as a director of each corporation. Drafted related party disclosure information as required for SEC filings. Oversaw the construction and negotiation of all significant agreements and successfully ended litigation in connection with affiliate bankruptcy proceedings.
MBA , Finance , January 2005 — May 2006
BS , Finance , June 1981 — January 1985
Ph.D. , Finance & Economics , 2006
new technology, management consulting, strategic planning, fitness and wellness, application of technology in wellness
MBA, BS Finance, Crescent City Doctoral Scholarship for PhD studies in finance and economics