
President at CMG, LLC, Capital Advisory & Business Development: Tech, Medical, Real Estate,Government, Education.
Greater New Orleans Area

President at CMG, LLC, Capital Advisory & Business Development: Tech, Medical, Real Estate,Government, Education.
Greater New Orleans Area
Dedicated to organizing, managing, and leading organizations. Business development for for-profit, non-profit, and government entities.
- Team leader, mentor, advisor.
- Core competencies in Change Management, Sales Management, and Organizational Leadership with focus in Medical, Emerging Tech, Creative Industries, Healthcare, Capital Markets, Real Estate, Government & Economic Development, leading revolutionary mission-critical initiatives.
- Strong history of senior level management and business development. (Medical, Healthcare, Real Property, Investments, Technology, 501(c)3's)
- Financial acumen, including investment banking work for growth organizations (medical, tech, consumer products, energy)
- Strong sales management and team leadership; with domestic and international experience.
- Equity partner/Senior Management or Advisor in high growth startup entities (Medical, Media,Technology, Franchise, Energy).
- Experience in government economic development.(medical and technology,urban development)
- Extensive leadership experience with post-Hurricane Katrina recovery activities.
- Strong policy and regulatory affairs experience (medical and international trade)
- Investment sales and management (medical, tech, energy, private placements, IPO, PIPE's)
- Grant writing management with variety of funders from Walton Family Foundation to Brookings Institute to SBIR grants.
- Intellectual property commercialization experience with universities and private businesses.
- Often cited for strong communications skills with teams, internal management, media, inter-cultural relations.
- Product and Service-line development and management, brand management.
Business Administration, Licenses held: Series 7, 66, 24. Insurance, Real Estate, Mortgage Banking. Cert in Business Process Management, Healthcare Redesign. market research and analysis, sales management, finance, healthcare administration. Licensing in the technology and arts fields. Intellectual property. Sales and Sales Management. Evidence Based Medicine. Stuctured Finance. Hospital and healthcare marketing, sales, and business development. Presentation,communication,and media skills.
(Executive Office industry)
September 2009 — Present (3 months)
A multidisciplinary institute that serves the University and the local business community, and we work closely with our partner, the Louisiana Business & Technology Center to assist in economic development and small business development-related endeavors. A generous donation by LSU alumni Emmet and Toni Stephenson has enabled us to continue to elevate LSU's entrepreneurship and economic development programs to new heights.
(Non-Profit; Think Tanks industry)
February 2009 — Present (10 months)
BRAC has hired a consulting team to assess the current research park and business acceleration assets in our region, compare them to national/global models of excellence, and recommend the best path forward for the community. The goal is to build a common vision and actionable strategic plan that leads to a best-in-class innovation engine for our region.
The Louisiana Business and Technology Center at Louisiana State University (LSU), the Louisiana Technology Park (an asset of the Research Park Corporation), and the Louisiana Emerging Technology Center (managed under the LSU Research and Technology Foundation) comprise Baton Rouge’s assets that are engaged in nurturing start-up companies, public/private research and commercialization relationships. This analysis will focus most heavily on these three organizations, but will touch on other secondary institutions as well.
To accomplish this analysis, the Regional Innovation Strategy will:
· Benchmark national models of excellence on key criteria that define success
· Assess governance models, organizational focus, and staffing models of the model organizations
· Assess the existing organizations, their strengths and weaknesses, and how best to understand their roles going forward
· Outline strategies to take advantage of our other regional assets for research and innovation, including all of LSU research’s divisions, Pennington Biomedical Research Center, Southern University, and the LSU AgCenter, among others
The RIS Leadership Team is a group of 12 individuals, representing the entities involved in the study, entrepreneurs, and other business leaders, who will provide guidance and feedback to the consulting team as they conduct their work.
The consulting team selected is led by New Economy Strategies (NES) and also includes Innovation Associates, and the Association of University Research Parks.
(Non-Profit Organization Management industry)
January 2009 — Present (11 months)
Non-profit agency committed to creating systemic change in government, business, and social structures in Greater New Orleans. Board of directors made up of civic and business stakeholders and investors. CBNO/MAC, as the committee is commonly known, is recognized for creating the "Blueprint for a Better New Orleans" in 2001, and now the Citizens Participation Plan for New Orleans to be launched in 2010 after legislative approval.
(Education Management industry)
November 2008 — Present (1 year 1 month)
Opening in August 2009, The International Baccalaureate Charter High School for International Business is a new charter high school in New Orleans funded with a mulit-million dollar grant from the Walton Family Foundation. The mission of the school is to comply with national Int'l Baccalaureate standards, provide tri-lingual language immersion in all curriculla in French, Spanish, and Chinese (Mandarin and Cantonese), and also provide a vocational venue to instruct and inspire the students to engage a focus on international trade, culture, development, and finance.
The Port of New Orleans, international banks, proximity to three world class universities, international airport, in a city with a 300 year history with global trade and export are all resources that will be leveraged to educate and inspire the students.
The school will be co-located in the Contemporary Arts Center and ArtWorks buildings in the New Orleans Arts & Museum District.
(Education Management industry)
August 2008 — Present (1 year 4 months)
Visiting advisor to university students in College of Business.
(Executive Office industry)
February 2008 — Present (1 year 10 months)
1st Book NOLA is a non-profit supported by the national 1st book organization with a mission of providing new hardcover books to underpriviledged children and students free of charge. Books are suppied by publishers and/or paid for by grantors and donors. In 2008, we provided over 30,000 new books to kids in New Orleans free of charge.
(Non-Profit; 11-50 employees; Architecture & Planning industry)
January 2008 — Present (1 year 11 months)
www.city-works.org
City-Works is dedicated to serving the residents of New Orleans in the sustainable rebuilding of their community, economy, and built environment. After Hurricane Katrina, there is a strong commitment and mission not only to rebuild New Orleans, but to make it a leader in LEED, sustainable design, and renewable energy and efficient construction. City Works, through applied work in planning, design, and architectual services, has this as its mission.
A partnership with the AIA, American Planning Association, and Urban Land Institute.
(Architecture & Planning industry)
October 2007 — Present (2 years 2 months)
Planning district overseeing downtown New Orleans revitalization and proposed Biomedical district with tech parks and BioInnovation Incubator. Master Plan advocate for New Orleans.
Also sit on "How We Prosper" team; Economic Development arm of Master Plan team. Goody Clancy, Boston, MA, project manager for NOLA Master Plan & implementation.
(Government Administration industry)
October 2007 — Present (2 years 2 months)
The Southeast Louisiana Regional Alliance (SLRA) is a network of employers, educators, community-based organizations and workforce and economic development professionals committed to identifying employment issues facing the Greater New Orleans Region.
(Program Development industry)
January 2004 — Present (5 years 11 months)
See DeviceLink.com listing
Management consulting, sales and marketing management, workforce recruitment, and contract management/business development firm specializing in the commercialization of new concepts and technologies. Conceptual marketing approach with those who have the ability to be market leading and innovation leading companies. Joint venture management, internal development, product design and contract manufacturing, strategic planning, swot analysis, and 'seed' marketing. Clients seeking "J Curve" growth potential.
Representative client/partners: Digital Health Assessment Center (Tulane Medical School,and University of Texas faculty members); Emerald Bayou Studios; Hollywood South productions; Intellifuse (nitinol surgical staples); Lab Opps ROI (proprietary software program [SaaS] for calculating total operating costs and return on investment anaysis in capital use and purchasing for clinical laboratory operations),et al.
Investment banking, angel investor, strategic alliance, SFA and development services available.
(Public Company; VIA; Entertainment industry)
June 2009 — October 2009 (5 months)
I am a shareholder and boardmember to the Partnership with MTV and Nickelodeon units of Viacom, Inc., and Southern Star Amusement,Inc. to redevelop and operate over 100 acre site of former Six Flags Amusement Park in Eastern New Orleans. Crais Management Group management and financial advisory to SSA, Inc.
Leading team in acquiring land lease with city of New Orleans, contracting with vendors, strategic partners, organizational development, and acquiring first phase development of $167 million project.
Successfully presented to New Orleans Industrial Development Board for approval of $150,000,000 in bond financing (Go Zone Bonds).
Park set to open in late 2010 with future phases in 2011 and beyond.
Projected job development: 1200 approx. in construction phase and 700 permanent positions.
(Government Agency; Banking industry)
June 2008 — June 2008 (1 month)
Real estate industry advisory panel dealing with credit and liquidity issues, foreclosures, market dynamics, derivative credit markets.
(Public Company; MER; Financial Services industry)
January 2005 — January 2008 (3 years 1 month)
Broker/Dealer sponsor for securities, insurance, mortgage broker, banking licenses with "outside interests" registration at Crais Management Group, LLC.
Invited to participate by Merrill Lynch management, September 2007, in the Merrill Lynch Management Leadership Academy, for senior management track candidates. (with liquidity crisis and eventual buyout at Merrill Lynch, I chose not to continue with the program) It was a great learning experience, and I enjoyed meeting the colleagues and senior managers in the program along with the comprehensive knowledge of the financial markets that it helped me gain.
(Venture Capital & Private Equity industry)
January 2003 — January 2005 (2 years 1 month)
(Think Tanks industry)
June 2004 — December 2004 (7 months)
Joint venture to commercialize research and technology from inventor, investigator, and university partners. Target projects included stem cell development, VOIP systems, and cardiology/atrial fibulation event monitor development. Partnered with former LA Attorney General, Richard Ieyoub, on stem cell company and Baton Rouge based projects. Attorney General Ieyoub was also a Partner in Couhig Tech Partners and Couhig Partners law firm, Baton Rouge branch.
(Public Company; DGX; Health, Wellness and Fitness industry)
December 2002 — March 2004 (1 year 4 months)
(As many of my colleagues know, due to my wife and infant children being in a severe car accident in October 2003, which left all three of them hospitalized, I was forced to eventually leave this position to care for them. Thankfully, they are all well now with the exception of a few minor ailments. Quest Diagnostics was very generous in their financial and spiritual support. It was an honor leading the turnaround of the business unit in 2003)
Recruited by Quest management in mid-2002 to lead Turnaround of failing business unit. Unit had net losses in 2000, 2001, and 2002 before I took over. Quest invited me in since they were a legacy investor in my previous employer, Careside, from their purchase of Smith Kline Beechum Labs, our former parent company. We returned to profitablity with over 38% positive net margins under my stewardship by the end of June,Q2: 2003. This was done by a reallocation of the sales strategy from basic testing to Genomic and Esoteric testing, along with POL IT infrastructure deployment. Genomic and Esoteric testing increased our average revenue per test (CPT) from $14 per test for basics to approx $136 per test for genomic and esoteric testing. I led the retraining of the sales force to achieve these goals as well. Managed sales and field operations team launching field diagnostic services from Louisiana market into Mississippi expansion market. 9 direct reports and 20 indirect. Physician office, hospitals and health networks, and ambulatory care center base. Corporate and government accounts:casino's, shipbuilders, teacher's union, and NASA facilities.
Created phlebotomy 'patient-service-center' network: site selection, lease negotiation, build-out, courier logistics.
Top 6 district performance out of 82 Quest operating districts. Top turnaround district. President's Club. Over $36,000,000 revenue. Six-Sigma trained.
(Executive Office industry)
2000 — 2003 (3 years )
(Company sold to Santa Monica based private equity group in 2003).
Created sales department from 'blank sheet' under my tenure from new hire through promotions up through ranks eventually leading to my position as Vice President for Sales, Marketing, and Business Development. All sales and marketing duties and responsibilites for publicly traded company backed with over $70,000,000 in venture capital funding. Led successful staffing, recruitment, and sales strategy in launching diagnostic POC blood analyzer along with networking and interfacing IT infrastructure to hospital, physician, and alternative care markets. 100% Quarter over Quarter sales growth under my charge. Secured leading accounts such as Mayo Clinic, Duke University Medical Center, InterMountain Healthcare in Salt Lake City, Kaiser in Portland Oregon, Barnes Jewish in St. Louis, Toronto General in Canada, and others. We also secured contracts with the Navy, NASA, State Department, Indian Health Association (U.S. Dept of Interior), Florida Dept of Corrections, and others.
Supervised 35 direct reports and 1100 distributor reps through Physician Sales and Service, Fischer Scientific, & McKesson. Marketing direct reports;corporate communications director, group purchasing coordinator, advertising and trade show director. Biz Dev direct report: financial analyst (CFA) from Stanford Business School.
Spin-off of Smith Kline Labs.
Traded on American Stock Exchange(AMEX), 1999 IPO.
Completed $10.4 million private placement (PIPE) round w/ Dougherty and Co., Minneapolis.
Recruited, hired, trained, and led national direct sales and reg. mgr. team along with distribution channels in U.S. (Physician Sales and Service, McKesson,Henry Schein) and int'l. distributors in Europe, Africa (Angola, South Africa), Latin America, Canada (through joint venture with Roche Diagnostic), and Caribbean Basin.
Led negotiation for distribution contracts worth over $100,000,000 from 1999-2002.
(Public Company; 1001-5000 employees; CSA; Import and Export industry)
March 2002 — October 2002 (8 months)
Led project team as Vice President for Global Sales and Marketing with Careside, Inc. in joint venture with Roche Diagnostic Canadian division. Launched distribution of Careside point of care analyzer, H2000 hematology analyzer, and Careside Connect HL7 standard (along with Point of Care Consortium standard) networking interface and electronic medical record platform under Roche Diagnostics brand name; part of their "Integra" line of analyzers. The sales and distribution was directed to hospital networks and out-patient centers in the provinces of Alberta, and British Columbia in Western Canada. Market bases were established in Vancouver, Banff, Calgary, and Edmonton with national administration from Montreal, and Careside's HQ in Los Angeles. I led on the ground in Canada from spring to fall '02
www.roche-diagnostics.us/about/rd_canada.htm
www.caresidemedical.com
(Medical Devices industry)
1998 — 2000 (2 years )
Originally recruited as Region Manager for Midwest but promoted to National Sales Director before product launch)
Recruited and fielded sales force for medical device unit-dose testing startup, point of care blood analyzer sales, along with proprietary networking and interfacing system for HL7 hospital systems. Developed partnership with Orchard Software and Medical Automation Systems, Charlottesville, VA.
IPO 1999, American Exchange (AMEX).
National deals closed with: Indian Health Service, U.S. Navy, U.S. Army, Carnival Cruise Lines, Correctional Health Association, Prison Healthcare Association, Premier, Novation, VHA, U.S. State Dept., NASA, and government of Angola (west Africa).
(Non-Profit; 51-200 employees; Non-Profit Organization Management industry)
January 1996 — December 2000 (5 years )
New Orleans and Chicago. Board of Directors member with not-for-profit home health care charity. Fund-raising, financial management, development and marketing, and general fiduciary oversight duties. Nominated to position by United Way.
(Non-Profit; 501-1000 employees; Public Policy industry)
January 1994 — January 2000 (6 years 1 month)
Boardmember representing vendor industries on Chamber of Commerce Medical Industry council. Government relations, advocacy, economic development, tax policy and regulation issue management.
(Medical Devices industry)
1992 — 1998 (6 years )
Hospital and Integrated Delivery Network sales and sales management with medical device startup and IPO company. Manufacturer of handheld blood analyzers and 'lab on a chip' biosensors, along with data management system and interfacing for healthcare and hospital information technology and informatics. Proprietary electronic health record system. 5 state territory.
Co-marketed lab re-engineerig contracts, network interfaces and data systems, and point of care systems with Abbott Diagnostics (ABT),1998.
Joint venture/co-marketer with Hewlett Packard Healthcare(HEW) telemetry monitor division for BAM/ i-STAT blood analysis module and residual supply chain. CLIA "moderate complex" system required regulatory-proficient personnel to assist HP marketing team. Regional Sales Award. President's Club
(International Trade and Development industry)
March 1992 — December 1998 (6 years 10 months)
(Public sector role)
Chairman of the Board position, appointed by Governor of Louisiana to serve over municipal bond issuing economic development agency tasked with the financing and facilitation of international trade and development with Louisiana based companies, transportation, and ports. Chaired nine member board (one from each Congressional District and two at-large) over 6 year term. Also ex-officio member of Pan American Commission as Chair of LIETA. LIETA Chair also acts as counsel to Secretary of Economic Development on international trade matters; Secretary of Economic Development, Kevin Reilly. Worked closely with Paul Gravel, Executive Director of Louisiana Public Facilities Authority. Appointed by Governor Edwin W. Edwards, reappointed by Governor Mike Foster.
(Marketing and Advertising industry)
November 1995 — May 1996 (7 months)
Campaign management directing campaign in fundraising, volunteer recruitment and development, media relations, and outreach. Liason to state Republican party for national campaign.
(Import and Export industry)
December 1989 — January 1993 (3 years 2 months)
Import and export management company. Trade finance with back to back letters of credit (B2BLC) and factoring.
Featured in stories in Times Picayune Money section, New York Journal of Commerce, Financial Times on export of gas masks to western Mediterannean and middle eastern countries during first Persian Gulf war, "Desert Storm". Co-brokered deals through barter, offset, and third party trade alliances. Luxury German car imports.
Trade clients in: Mauritias Islands, Jamaica, Lebanon, Cyprus, Mexico, Aruba, and Central America.
(Government Administration industry)
January 1991 — November 1992 (1 year 11 months)
Executive staff member for Governor Edwin Edwards. State-wide field management activities, focus on economic development and liason to oil/gas, and international trade communities. Some work with trade unions on policy and right to work legislation issues. Staff duties to Governor and and executive office. Transition team staff member at LSU transition office.
Appointed to Chairmanship of Louisiana Imports and Exports Trust Authority.
(Political Organization industry)
October 1991 — March 1992 (6 months)
Paid campaign manager for Gulf Coast states. Volunteer recruitment and management (volunteer base of approx. 172 from January to March of 1992). Media Relations. Fundraising Director (Six figure campaign budget). Staff and Team Managment. Project Management. Directed and managed Delegates to 1992 Democratic National Convention in New York City.
(Real Estate industry)
March 1990 — August 1991 (1 year 6 months)
Contractor (under Black and Company) to U.S. government real estate liquidation agency created by U.S. Congress to liquidate Thrift, and Savings and Loan collateralized repo's through auctions and private sales. Managed over $20,000,000 portfolio of over 400 residential and commercial properties in Southeast Louisiana. Properties auctioned off by 1992. (We will probably see a similar entity to the RTC created in the near future for the real property assets associated with the Collateralized Mortgage and Collateralized Debt Obligations. The U.S. Treasury Dept. TARP and TARF plans have yet to address this surplus. Until they do, the market will not reset. We saw that in the late 1980's and early 90's with the S&L's until the RTC was created).
(Privately Held; 11-50 employees; Oil & Energy industry)
June 1982 — May 1986 (4 years )
Part-time work in family owned oil service, petroleum wholesale, bio-fuel/ethanol wholesale, and fuel service companies - during college, 1982-86, 1989-91.
Study for Certificate , Program in Technology Marketing/ Industrial Relations Center , 2003 — 2004
Certificate program on marketing technology-based innovations. Product lifecycles, market adoption, pricing, export markets, inter-organizational alliances, intra-organization management with cross-cultural influences, and the practices of Clayton Christensen ("The Innovator's Dilemna"), Geoffrey Moore ("Crossing the Chasm", et al), Guy Kawasaki ("The Way of the Evangelist", et al), Richard Florida ("Rise of the Creative Class"), Peter Drucker ("The Age of Discontinuity", "The Effective Executive", et al), and other business, technology, and cultural/social theorists. Many of these authors, consultants, and theorists constitute the faculty for the program.
Fellow , Campaign Management, Government Relations and Advocacy (Lobbying), Government Finance, Legal issues. , 1995 — 1996
Certificate in Non-Profit Management , Non-Profit Management, Fund Raising, Directorship , 1995 — 1996
Certificate training program for managers, directors, and board members of not-for-profits, endowments, cultural agencies, and charitable organizations. Financial management, grant writing and fiduciary obligations, legal, fund raising and event planning, volunteer recruitment, and staff development and managment.
Corporate Training , Negotiation Skills , 1995 — 1995
Administered through i-STAT; on location at i-STAT HQ in Princeton, New Jersey, and Philadelphia, PA.
Sales Training , Strategic Selling , 1995 — 1995
Training in "multi-level, multi-decision-maker, complex sales processes".
Additional classes in Conceptual Selling, Consultive Selling, and "Selling to VITO".
Sales and Strategic Planning Training , Launching Early Stage Products and Companies , 1994 — 1995
Consulting firm founded by Geoffrey Moore, author of "Crossing the Chasm", "Inside the Tornado", and "On the Fault Line". Training in launching disruptive, or as Moore has termed it, " Discontinuous Innovation", products and technologies and the sales, marketing, and staged-lifecycle strategies associated with successful (and not so) launches. Post mortem analysis of Apple Mac to Hayes Modem to Newton to Osborne Computer; pro and con. Medical product launch strategies referenced Pyxis Automated Pharmacy Manager, Ethicon Surgical Stapler, GE MRI, et al.
Certificate , International Trade , 1990 — 1990
Training in import/export, trade finance, INCOTERMS, letters of credit, cross-cultural marketing, CIF terms, supply chain management, and banking.
Masters Degree , Media Systems and Communications Management , 1988 — 1989
Masters study for Business Managment in Media Systems and Communications.
B.A , History/ Economics , 1985 — 1988
Dual major study in History and Business. Thesis on Commercial History, and the History of Technological Development and Adoption. Emphasis on the social sciences in marketing and business development.
12 hours physical and life sciences. 9 hours law through cross enrollment at Loyola Law School.
Insurance License , Insurance , 1987 — 1987
Insurance Brokers License: Life, Health, Accident.
Series 7, Series 66 Licenses , General Securities, Broker/Dealer, Registered Investment Advisor Representative , 1987 — 1987
Bachelors , Finance/Business Administration , 1982 — 1986
Study toward B.A. , Economics , 1984 — 1984
Cross registration with Loyola University for International affairs, portfolio management, and marketing management classes.
Commercial Real Estate Brokers License , Real Estate , 1983 — 1983
Doing Good, and Doing Well.
Registered Member, NASDAQ: PORTAL
Biomedical Marketing association,
American Marketing Association,
Association for Corporate Growth,
Clinical Lab Managers Association
National Association of Securities Dealers
Project Management Institute
International Economic Development Council
Product Development and Management Association
Louisiana Angel Investor Network
OCTANe, Los Angeles
LARTA, Los Angeles
Krewe of Endymion, 1983-
National Venture Capital Association,
Turnaround Management Association,
Chicago World Business, World Trade Center,
Los Angeles Regional Technology Association,
Device Link,
Art Institute of Chicago,
World Trade Center New Orleans,
Ocean Tomo auction markets
Bring New Orleans Back Recovery committee, economic development member.
Innovator of the Year, 2007,Crais Mgmt,LLC
Innovator of the Year award (3 won), '06, Citybiz magazine
Medical Design Excellence Award,'00, MX Mag/Biomed Mkting Assoc.
$10.4 million underwriting, Dougherty & Co., Careside,'00
'04 Dist/year award, Quest Diag.
Nom., Tech. Comp. of the year, '06, LaTech Counc.
"Innovator of the year, '06, LaTech Counc.
",Tech Consultant of the year, '06, LaTech Counc.
Author, Digital Media Tax Credits, La Film&Video Mag '06
", Healthcare Re-engineer through Lab Serv.,Miss.Med news,96
Feat. Story, Citybiz mag, '06
" , Northshore Business Journ, '06.
" , New York Journ. of Commerce, Export to "Desert Storm"/Persian Gulf War,'91
", TimesPicayune, Money, 'Young export comp. sends med supp. and gas masks to Persian Gulf mkts.','91
Interview, Japanese public telev., Profile on LA political environment during '92 pres. campaign while serving Sen. Tsongas campaign staff.
", Political Rev. mag, '92 pres. race, issues and demographics influencing vote