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Expert at discovering and distilling information into persuasive presentations that lead to proactive results. Assimilating and analyzing the intelligence formed with proven and successful results. Communicating concepts with stellar presentations! Exclusively fee consulting.
Practical expertise with Access, PowerPoint, Word. Also, knowledgeable with many other specialized financial applications, relationship management using CRM/sales force automation, internet marketing especially social and e-marketing, newsletter design and distribution, statistical, GIS, GPS, VB and reporting applications.
Subject expertise in Special Needs Life Planning, Military Financial Services, Real Estate, Appraisal, Forestry, Open Space Preservation, Conservation Easements, Timber and Socially Responsible Investing, Environmentally Friendly Wood Products, Housing, Education and Training and position trading. Formerly, CFP®, CF®: Certified Financial Planner® and Certified Forester®. Top Secret/SCI security clearance throughout Naval career.
*Pleasantly persistent applied researcher, expertise in business practices to develop charitable trusts, conservation easements, and environmentally friendly building materials.
*Team building and networking with people, to coordinate positive results.
*Knowledge in designing and managing databases.
*Intuitively skilled at gathering and assessing
information, analyzing and synthesizing ideas
*Experienced facilitator using imaginative and
creative techniques leading to effective solutions.
Financial life planning and implementation, emphasizing special needs and sustainable living, especially quality farming and special needs lifestyle situations including social business building.
Diverse assignments doing tax planning and reporting, financial life values, building material distribution and training.
Provide tax preparation services as well as facilating training sessions.
Networking Instructor; facilitated best networking practices for professionals.
Researching ways to improve housing renovation acquisition and thereby quality of life for military families. Analyzed a housing improvement program by leading a major study involving expert knowledge in quality and process control, database and statistical analysis, team building and communication skills.
* Reduced program costs and their variability as much as 82%. Demonstrated how effective planning and controls improve budgeting predictability 550%.
* Developed an elegant benchmark index to measure cost effectiveness of complex large-scale housing renovations. The index showed how effective planning and control systems saved on average $3.6 million per project.
* Held Certified Forester, CF® designation from the Society of American Foresters.
* Pioneered three major marketing projects to discover innovative and pragmatic solutions.
Also, performed client service and public education programs at "ToolBase Ask an Expert" call center extension program.
Designed an interactive, easy to use and maintain, Web-based interactive forest products directory. Creativity, planning, project management, communication, technical
and coordination skills were crucial for success.
* Completed over 30 databases used to meet day-to-day operational requirements for a corporate client.
* Achieved rewards for production and quality customer service.
Provided educational programs and solutions improving marketing, manufacturing and small business practices for people creating value in wood products.
Performed economic and business development using atabase marketing yielded vital marketing and technical assistance to over 553 small to medium size business clients. A sustainable funding source for an advanced program, the "Oregon Wood Innovation Center" , http://owic.oregonstate.edu/, evolved from this project.
* Increased regional domestic income approximately $20 million
* Awarded Oregon Extension Service's Search for
Excellence for writing and publishing innovative Internet technical bulletins
Provided meaningful information for upper management decisions, employing managerial, leadership, analytical and technical skills including security chain-of-custody procedures. Top Secret Clearance/SCI with SBI.
* Joint Service Commendation and Achievement Awards for operational information management systems.
CFP® and Registered Consulting Forester and planner with over $40 million assets under
management. Practice development was primarily through educational programs and community outreach.
Professional forester with extensive experience in all three branches of the U.S. Forest Service; Research, National Forest System, and State & Private Forestry. Also did appraisals for the B.L.M. Specialized in timber management.
* Certificate of Merit for improved sampling scaling techniques
Graduated with Honors in Business Administration with Accounting emphasis
Activities and Societies: Alpha Phi Omega Service Fraternity, Cross-Country Team, Student Senator, Shore Atheltic Club, "Marathon Runner of the Year" 1970
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