
Senior Managing Director - Sabrient Equity Research | Business Strategist with Technical Background
Santa Barbara, California Area

Senior Managing Director - Sabrient Equity Research | Business Strategist with Technical Background
Santa Barbara, California Area
* Skilled & creative business strategist who has driven growth for a new firm with limited budget, by driving innovative product development, enhancing brand identity, coaching & supporting virtual sales team, employing new media & Internet marketing, delivering compelling sales presentations, and closing deals. Skilled at direct marketing, channel sales, customer relationship management, and team building.
* Extensive operations & engineering experience, including regulatory compliance. Managed 25-person field operations office, developed success metrics & home office reporting, built high-performance cross-functional teams, exceeded operational metrics. Served on President’s planning & analysis staff.
* Collaborative & consultative leader who nutures an entrepreneurial mindset in any business structure.
* Multi-skilled & charismatic professional with diverse business experiences and strong technical background who can lead a multi-prong business development program, including cross-functional product development.
Strategic Planning & Analysis, B2B Sales & Marketing, Sales Presentations, Writing & Content, Proposals & Contract Negotiation, Product Development, Strategic Alliances & Joint Ventures
(Financial Services industry)
2003 — Present (6 years )
In charge of sales, marketing, business development, joint ventures & strategic partnerships for an independent equity research firm. The firm provides stock evaluation models, rankings, reports, and portfolio strategies to financial institutions, portfolio managers, investment advisors, and hedge funds, as well as self-directed investors.
(Management Consulting industry)
2000 — 2003 (3 years )
Diverse range of projects in business planning, venture capital, outside sales & strategy development, columnist for online newsletter.
(Public Company; CVX; Oil & Energy industry)
1982 — 2000 (18 years )
Various positions nationwide in field operations management, strategic planning & analysis (President's Staff), facilities design engineering, regulatory compliance (HES), and transportation & logistics.
MBA , 1985 — 1988
MS , Civil Engineering , 1980 — 1981
BS , Civil Engineering , 1976 — 1980