
Human Resources Outsourcing Executive, Investment Banker and Corporate Officer
Greater Atlanta Area

Human Resources Outsourcing Executive, Investment Banker and Corporate Officer
Greater Atlanta Area
A highly motivated and accomplished OUTSOURCING EXECUTIVE AND CORPORATE OFFICER with extensive experience in Sales, management, marketing, operations, negotiations, finance, change management, training, staffing, payroll, benefits, compensation, and employee relations. Possesses wide-ranging expertise in sales management, customer service, mergers and acquisitions, risk assessment as well as investment banking. Consults with companies and clients on best practices to generate results. Discovers new business opportunities and secures additional clients to penetrate markets and increase corporate value.
Communicates difficult concepts to make them easily understandable to clients, prospects and staff members. Motivates and trains employees using exceptional leadership abilities. Intelligent and innovative, accomplishes objectives while improving business methodologies. Broad-minded, gains respect by working with integrity and high ethics. Builds consensus by delivering comprehensive presentations and developing long-term relationships. Fosters a working environment of empathy and accountability through leading by example. Committed to realizing the company vision and generating unparalleled degrees of success.
Human Resource Outsourcing (HRO) Operations ▪ Human Resources ▪ Management Consulting
Corporate Restructure ▪ Business & Strategic Plans ▪ Mergers & Acquisitions
Sales Management Coaching & Training
Profit and Loss Responsibility ▪ Strategic Sales & Marketing Materials
(Privately Held; Human Resources industry)
April 2007 — Present (2 years 9 months)
Manage the Financial Institutions Division for WorkLife Financial (WLF). This division works with Banks, so that they can become partners with WLF and resell the HR Solutions to their business Bank customers. Responsibilities include, but are not limited to: Work with all C-level officers in banks and banking customers, negotiate contacts, set up marketing programs, train bank calling officers on WLF services, customer satisfaction and manage my national team to optimize bottom line results. These services allow the bank to offer additional services than traditional banking services. The services also allow the bank to receive additional fee income.
(Public Company; Human Resources industry)
April 2005 — February 2007 (1 year 11 months)
Held complete operational control, including Customer Service/Satisfaction, sales, contract negotiations, human resources, employee benefit plans, governmental compliance, and profit & loss responsibility, for Georgia region. Hired, trained, and managed human resource consultants, business development managers, and administrative assistants. Took non-productive region and increased sales and client satisfaction in a short period of time. Managed a book of business with over 300 clients, generating total revenues in excess of $5,500,000.
(Outsourcing/Offshoring industry)
August 2002 — April 2005 (2 years 9 months)
Co-founded a unique Business Process Outsourcing (BPO) company with a business Insurance professional to supply a non co-employment complete turnkey business program for small to mid-sized businesses. Services included, but were not limited to, human resources, employee retirement & benefit plans, employee assistance program, risk management services, worker’s compensation insurance, and other business service products. Created the complete business model and all of its components. Crafted individual offerings for each prospective client. Very innovative and well received, works unlike any other firm in the Human Resources Outsourcing marketplace. Responsible for all operations, sales, contact negotiation, customer service, materials, strategy, etc. Sold to a public company.
(Human Resources industry)
December 1999 — August 2002 (2 years 9 months)
CSI, a division of Service Master was sold in late 2001, along with all non-core business. TEAM America acquired the bulk of sales personnel, and moving to TEAM, opened and ran the consultative sales and service for the Southeast as well as personal sales. Involved in acquisition of a local PEO service company that was integrated to become the infrastructure for continuing operations in the Southeast market.
Held responsibilities for complete day-to-day control for sales, service and operations for a division that had 20 employees, revenues in excess of $3,000,000, 175 clients and over 2200 worksite employees. Company’s services includes but are not limited to complete Human Capital aspects (recruiting, training, payroll, employee benefits, governmental compliance, risk management, workers compensation insurance and general human resources) for small to mid-sized companies predominately in the white and light blue color industries. Responsibilities included operations, P & L, budgets, staff management, employee selection, Human Resource management, Sales management, contract negotiations, training, client and customer service, staff and client training as well as public speaking
(Public Company; 1001-5000 employees; ASF; Outsourcing/Offshoring industry)
September 1997 — December 1999 (2 years 4 months)
Served on select consultative sales team to work exclusively with American Express and customers. Consulted and placed PEO solutions for small- to mid-sized companies. Provided complete Human Resource services, including payroll, employee benefits, governmental compliance, training, risk management, and workers’ compensation insurance. Created look and feel of Fortune 500 company for smaller organizations.
(Partnership; 11-50 employees; Investment Banking industry)
March 1986 — September 1997 (11 years 7 months)
Provided investment banking, consulting, merger & acquisition, as well as personnel and Human Resources services. Coordinated complete needs analysis, mission/vision statements, corporate/debt restructurings, equity placements, as well as business consulting and exit strategies for client companies. Offered services, direction, restructuring, and capital to startup through mid-capital companies. Structured and marketed financial products. Achieved capital formation of $30,000,000 via debt and equity structure. Contributed to 50 companies and investment programs. Restructured 21 companies, increasing value by 15%. Worked closely on several initial public offerings.
Certification , Executive Leadership , 2006 — 2006
BA , Industrial Psychology and Economics
Enjoy tennis, basketball, boating, skiing, field hockey, softball and golf.
Network Atlanta, GA Exec Net, DallasBlue, The Capital Markets & Financial Services Network, LI-BS, Republican Party
2003 National Leadership Award, Honorary Co-Chairman Business Advisory Council
Held Series 7, 22 and 63 Licensures with the NASD
International Association of Financial Planners, past member