Roy Whitaker

Current

FR at The Bulfinch Group
PSIA Certified Coach at New England Disabled Sports

Past

Key Account Manager at Aramark
VP Business Development at Kingfisher Healthcare
Senior Managing Director at RavenHouse International

President & Founder at DirectSelect Publishing
Founder, Sales Representative and Marketer at Whitaker & Associates, Inc.
CFO (Exceptional Parent Magazine) at Psy-Ed Corporation
Operations Specialist at US Navy

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4 more...

Education

Mercy College
Bentley University
Ridge High

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Recommendations

22 recommendations

Connections

451 connections

Industry

Financial Services

Websites

Roy Whitaker’s Summary

I have 15 Years of experience doing what's right for my businesses, my clients and my client's businesses.

Experience: CFO of a now public medical publishing company, founder and president of a pioneering direct marketing company that divested two business units, business and financial consultant.

Roy Whitaker’s Specialties:

financial strategies, tax advantages, business growth, sales, marketing, business development, retirement planning, group benefits, investment plan design, personal finance, defined cash balance benefits, tax plan design, estate plan design, special needs planning, advanced planning, trust design

Roy Whitaker’s Experience

FR

The Bulfinch Group

(Privately Held; Financial Services industry)

August 2009 — Present (1 year 2 months)

Comprehensive, hands-on personal & business planning and advice. I work with my clients to develop the strategy then find the right tools to execute and maintain that strategy.
PSIA Certified Coach

New England Disabled Sports

(Sports industry)

October 2002 — Present (8 years )

This is a volunteer organization where I teach people with disabilities how to ski on adaptive equipment. http://www.nedisabledsports.org
Key Account Manager

Aramark

(Privately Held; Consumer Services industry)

October 2008 — July 2009 (10 months)
VP Business Development

Kingfisher Healthcare

(Medical Devices industry)

October 2006 — September 2008 (2 years )

Vice President of Business Development at a European based medical device company providing leadership for all things marketing and sales related including development of the go-to-market plan. Responsible for developing and implementing the marketing plan, sales plan, go-to-marketing plan, brand and product positioning as well as team build out.

• Initial focus on viral marketing and social media with use of customers as advocates and public relations.
o Developed customer experience models and customer relationship models that drove a nearly 100% compliance for project objectives.
• Secondary focus on distributors and channel sales opportunities.
o Drove a compressed research schedule to recognize and develop strategic relationships with core distributors and resellers including the largest online supplier, charging viral expansion and organic demand and growth.
• Tertiary focus on individual practitioners in the holistic medicine arena.
Senior Managing Director

RavenHouse International

(Privately Held; 51-200 employees; Management Consulting industry)

January 2005 — October 2006 (1 year 10 months)

Senior Managing Director at a leading consulting company providing guidance to start-up and early stage clients of medical, healthcare, law, accounting, consulting, and advisory firms. Responsible for cultivating strategic business alliances to generate new business, guiding new product launch initiatives, driving business development, and process improvement; assist clients in designing and improving revenue engines for existing and start-up companies. Perform core process analysis and develop improvement plans aligned with business goals.

• Generated exposure to 1000+ prospects as the organizations endorsed business development expert in ten months through development of relationships with professional organizations.
• Initiated and developed relationships with organizations that support professional service firms.
• Business development of a medical technology startup for the diagnosis and treatment of Alzheimer’s and Parkinson’s
President & Founder

DirectSelect Publishing

(Marketing and Advertising industry)

August 1997 — November 2005 (8 years 4 months)

Founder and President at a medical and healthcare direct marketing company providing marketing and sales business process outsource (BPO) services with a specialty in delivering results for medical and healthcare related businesses in the B-B and consumer channels. Responsible for all operational and strategic decision making, administration of budgets for clients.

• Led growth from $0 to $1.2 million in annual revenues in year 1 and $2 million in annual revenues in year 3.
o Realized $400,000 year one net profit with just two employees.
• Reduced client marketing and sales operating costs by 40% on average by implementing systems based on proven processes, procedures and performance-based metrics.
• Pioneered a sponsored, cooperative, direct mail program using intelligent insertion technology.
o Targeted specific medical demographics printed and delivered for as little as 4¢ each, average response of 4%.
o Expanded program from 12 to 100+ participants.
Founder, Sales Representative and Marketer

Whitaker & Associates, Inc.

(Marketing and Advertising industry)

June 1995 — December 1997 (2 years 7 months)

Medical & healthcare advertising sales firm and retail book catalog management

Founder, Advertising Sales Representative and Director of Catalog Sales for an independent firm set up to sell advertising and manage catalog sales for Exceptional Parent Magazine. Responsible for development, staffing, training and management of the advertising sales team in a growing territory.

• Expanded sales to a new geographical region.
o Secured 100+ clients in nine months.
o Generated $1.2 million in revenue in year one.
* Consistently achieved 200% of quota.
* Doubling total magazine advertising revenue.
• Increased catalog sales 60x, from $335 per month to $20,000 per month in the first year of management.
o Sales increased an average of 10% per month resulting in two year revenues of $250,000.
CFO (Exceptional Parent Magazine)

Psy-Ed Corporation

(Publishing industry)

June 1993 — June 1995 (2 years 1 month)

Medical & healthcare magazine and book publishing company, www.eparent.com

Chief Financial Officer for a, now public, medical and healthcare publishing company that produces Exceptional Parent Magazine among other titles. Responsible for financial oversight, IT management, change management and HR.

• Planned, executed, and completed corporate move from Boston, Massachusetts to Hackensack, New Jersey on-time, within budget, and without business disruption; managed all aspects of new office opening, including logistics, furnishings, staffing, and training.
• Transitioned books on $4 million merger and acquisition
• Provided guidance in the purchase of Psy-Ed Corporation and all assets; assumed all P&L responsibility.
• Led efforts for two private stock offerings raising $2 million; negotiated and secured creative bank financing on current subscriptions as an asset, which are traditionally considered a liability.
Operations Specialist

US Navy

(Government Agency; 10,001 or more employees; Military industry)

September 1985 — September 1989 (4 years 1 month)

Roy Whitaker’s Education

Mercy College

Masters , Marketing , 2000 — 2001
Bentley University

BS , Finance , 1989 — 1993

Activities and Societies:

Founding President of the Student Service Learning Center, a program now emulated at hundreds of schools.
Kappa Pi Alpha Honors Fraternity
Ridge High

1981 — 1985