
Experienced Adviser, Consultant, Contract Executive & Presenter
Greater New Orleans Area

Experienced Adviser, Consultant, Contract Executive & Presenter
Greater New Orleans Area
A knowledgeable and seasoned expert, adviser and professional presenter with an extensive background in technology, strategy, planning, sales and marketing, IT, organizational development and finance. Proven performance reflecting deep understanding of an array of industries including fitness, food and beverage, hospitality, franchising, and IT, among others. Culturally sensitive and internationally experienced, having managed projects in Asia, the EU, and the Americas. A track record of results as a contract executive, advisor, consultant and expert. Unique specilization conveying insights into the rapid changes facing organizations as the result of globalism, demographic shifts and technology. Has served as a catalyst that significantly grew revenues in small, large and mid-sized profit and not for profit firms. Extensive experience raising capital and managing M&A activity as a principal, agent or advisor. Confident in relaying view points to the public, having appeared in television interviews as a business expert and quoted or referenced in research publications and periodicals. An experienced public speaker and presenter with the unique ability to educate and elucidate the impact of rapid technological innovation and its affects on industry, organizations and people. Available for expert testimony, consulting, and public speaking engagements.
Experienced at providing strategic, organizational, development, financial, marketing and IT business services and advice to organizations, companies and professionals. Background in a variety of industries including, among others, franchising, fitness and wellness, restaurant, manufacturing, information systems development, and professional services. Shares deep affiliate relationships 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 5 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.
(Health, Wellness and Fitness industry)
March 2006 — Present (3 years 5 months)
Responsible for business development, technology development, organizational development, strategy and finance for this regional distributor of group fitness systems that provides wellness facilities, employers, non-profits, recreation centers and health clubs with solutions that insure their success.
(Management Consulting industry)
February 1993 — Present (16 years 6 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