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Executive MBA Resume Book March 2014



Thank you for your interest in the Kellogg School of Managements Executive MBA Resume Book.
Many organizations are seeking to grow their management team with individuals who have strong work
experience. The Executive Resume Book is an electronic database that holds the resumes of current
students and recent graduates of the Kellogg Executive MBA Program who fit this profile and may be open
to career opportunities.
The Kellogg Executive MBA Program is comprised of students who have an average of 14 years work
experience and an average age of 38. They have a strong history of producing results and achieving
accomplishments, and have complemented that experience with a Kellogg MBA. The Kellogg Executive
MBA Program is built around a solid general management core that focuses on understanding the big
picture and leveraging that insight to inform strategic decision-making in every aspect of business.
Kelloggs strong educational foundation prepares individuals to bring new ideas and skills to your
workplace, and put them to work right away.
Please feel free to contact us directly. Thank you for your interest.

Adnan Rukieh
Director, Career Services
Kellogg School of Management
Executive MBA Program

Sue Conolly Dye

Executive MBA Career Coach, Career Services
Kellogg School of Management
Executive MBA Program



The Kellogg School Executive MBA Program is a twoyear general management program leading to the master of
business administration (MBA) degree. This program meets
the needs of senior executives who are preparing for senior
management roles, and it enhances the skills and effectiveness
of senior executives. As they learn, Executive MBA students are
able to immediately apply both functional and managerial
skills in their jobs.
The typical class has representatives with a wealth of
professional and personal diversity. This diversity provides a
stimulating environment for participants. Flexible class schedules
allow participants to continue their careers while they study and
master a broad range of functional managerial skills.

With its unique approach to education, the Kellogg School

of Management at Northwestern University develops global
leaders who make contributions of lasting significance for the
world. The Kellogg experience is built on a framework that
emphasizes intellectual depth, experiential learning, a global
perspective, and leadership skills and social responsibility.
These are the qualities that distinguish the Kellogg
School MBA graduate. Taught by a world-class faculty, and
supported by a global network of 55,000 alumni, todays
students continue the legacy begun when the school was
founded at Northwestern in 1908. Today, Kellogg is one of the
worlds most prestigious business schools.


Businesses thrive by organizing their resources in a way that

is locally grounded but globally attuned. Kellogg prepares its
students for the global economy by teaching them to develop a
broader, more fully informed view of the world. This expanded
view is woven throughout Kelloggs academic curriculum and
through the Kellogg Executive MBA Global Network of partner

programs in Hong Kong, Israel, Germany and Canada. It is

embodied in the diversity of Kelloggs faculty and student body.
It comes to life through the schools relevant global initiatives,
worldwide academic partnerships, and integrated portfolio of
courses and global electives. As a result, Kellogg graduates are
prepared to face any global challenge that comes their way.
























24% 22%










U.S. 65%



ASIA 12%











Adnan Rukieh
Director, Career Services
Executive MBA Program
Kellogg School of Management
Northwestern University
847. 467.2593

Sue Conolly Dye

Executive MBA Career Coach, Career Services
Executive MBA Program
Kellogg School of Management
Northwestern University
847. 491.8659

Rand Abedrabbo
131 49th Ave North, Saint Petersburg, FL 33703
Cell: 312-545-3258

Global Planning Manager with 9 years of management experience for a diverse manufacturing services company. Proven
track record of maximizing resource utilization, process development and improvement. Strong leadership, problem
resolution, and accomplished customer interface skills across diverse cultures including North America, Europe, Asia and
Middle East. Significant expertise in leading direct reports and cross-functional teams on a global basis. Results oriented,
decisive, and innovative leader who thrives in dynamic fluid environment while remaining pragmatic and focused.
Executive MBA from Kellogg School of Management.

Jabil Circuit, St Petersburg, FL
2005 - Present
$17B global company headquartered in St Petersburg, FL providing diverse electronic manufacturing services for medical,
industrial, telecommunications and storage, defense and aerospace, and automotive.
Planning Manager-Global Operation Services, 2012 - Present
Serve as focal point for operational guidance for on specific processes, functionalities, tools and systems references related to
current or new Jabil BTO/CTO businesses. Provide optimum solutions and strategies through the effective management of
people, systems, technology, procedures and equipment. Support global site in Malaysia, Mexico and Hungary in addition
to multiple domestic sites.

Evaluation and implementation of best practices for Inventory Control, Planning, and Purchasing
Identified creative ways to reduce cost by streamlining processes and systems, eliminating non-value add. (Current
project in process focused to save $4 million).
Dynamic interaction with a range of internal customers and business leads on a global basis and supporting customer
needs (e.g Cisco, Alcatel, Google).
Prepared cost estimates for proposed projects and evaluates cost factors. (Actual costs at 95% of estimate)
Analyzed work force utilization, facility layout, and operational data such as production costs, process flow charts,
and production schedules, to determine efficient utilization of employees and equipment.
Developed a strategy that involved frequent interaction with cross-functional Senior Managers on an inter- and intradivision basis to achieve common, mutual interest objectives.
Participate in the negotiation of terms and conditions that protect the best interest of Jabil and its customers. Negotiate
liability terms, special stocking arrangements, and other agreements that are outside of standard Jabil terms and conditions

Material Master Planner 2009 - 2012

Interpreted materials and manufacturing plans and Sales/usage history and forecasts to create, organize, adjust and control the
ERP/MRP master schedule and monthly operations plans, including weekly allotment and daily job releases and adjustments.
Identified, led, and where appropriate executed materials organization, scheduling, manufacturing and supply chain related
continuous improvement activities. Managed and supervised 2 production planners for scheduling and executing the
manufacturing plans. Customers: Raytheon, Rockwell and Northrop Grumman

Maintained efficiency of capacity and customer sizing, accurate revenue tracking and material control and liability.
Lead the support on the creation of Bills of Material (BOMs) and routings that allows accurate tracking of WIP
assemblies and accurate inventory movement transactions.
Performed material and capacity requirements analysis and collaborated with the customer for any constraints affecting
Achieved and maintained 100% on time delivery for 3 consecutive quarters.
Cross-functional lead for NPI (New Product Introduction) implementation including material sizing, procurement,
scheduling, and delivery to market.

Rand Abedrabbo Page 2

Production Line Manager, 2006 - 2009

Managed a staff of 40 including managers in training, group leaders and direct labor. Planned and directed production
activities and established production priorities. Participated in Kaizen events for manufacturing process improvement.

Reviewed and analyzed production and quality reports to determine productivity, labor efficiency, cause of downtime and
Carried out managerial responsibilities including interviewing, hiring & training employees; planning, assigning &
directing work; appraising performance; rewarding & disciplining employees; addressing complaints & resolving
Supported line/product transition from Florida to Mexico plant.

Quality Engineer, 2005 - 2006

Evaluated, analyzed and controlled yield and DPMO root causes. Conducted an end to end value stream mapping,
monitored NPI builds and conducted first article inspection, and managed RMA returns, failure analysis and upgrades.
Drove corrective actions internally and externally with suppliers.
Consolidated Contractors International, Doha, Qatar
Quality Engineer, Quality Assurance
Supervised a team of 20 inspectors, and coordinated inspection activities related to piping, mechanical equipment, steel
structure, welding, and paining and insulation. Prepared quality procedures and test plans for the project.
Trained personnel in quality system, requirements, basic inspection, and calibration requirements.
Supervised the preservation maintenance procedures and documentation, and controlled the calibration of measuring
instruments and equipment.
Prepared the mechanical completion documentation hand over system with approval from the client, and organize the
quality department for final compilation.
ENEL National Corporation for Electrical Energy, Brindisi, Italy
Sample preparation for SEM (JEOL 6310) for pollution studies concerning asbestos, airborne, fly ashes.
Working on SEM and performing X-ray analysis for pollution samples, XRD Analysis and statistical analysis

Master of Business Administration, expected June 2014
Master of Science in Material Innovation Electron Microscopy, 2001
Bachelor of Mechanical Engineering, 1999


Extensive international and cross cultural integration experience with multi cultures
English: Fluent Arabic: Fluent
Italian: Basic and conversational
Proficient in Microsoft Project and Visio. Experienced in SAP (ERP System)
US Citizen


5348, Lee Ct
Skokie, IL 60077


Home: (847) 966-8546

Cell: (773) 680-8984


Driving optimal risk management through operational efficiencies and decisive, results-oriented leadership
12+ years of Financial/IT Risk Management experience including 10+years of broad-based management in
Controls Design and Development, Implementation and Support, Business Process and Financial/IT Audits and
Controls Sustainment. Technologically savvy; process driven manager with a solid record of successfully leading
high-level initiatives and teams for improving operational efficiency; mitigating projects and financial risk exposure in
a matrix-structured environment, that consistently meets or exceeds on-time commitments for complex
deliverables with challenging deadlines and demanding requirements.

Areas of Expertise

Risk Management & Analysis

High-Level Project Management
Budgeting & Forecasting
Financial Reporting
IT Process Integration

Direct & Cross-Functional Leadership

Strategic Planning & Execution
Cost/Benefit & Business Analysis
Controls Optimization
SOX Compliance

Cost Cutting & Fiscal Control

Process Mapping & Reengineering

Continuous Process Improvement
Standard Operating Procedures
Resource Allocation

PEPSICO, Chicago, IL

2007 to Present

The worlds largest producer of food and beverage brands, with annual revenues of ~$60 billion, which includes 19 product
lines, each generating more than $1 billion in annual retail sales.


Reporting to the Senior Director up through the CFO and recruited to manage the domestic controls
organization and subsequently international controls. Oversee risk management and mitigation for international
SAP market units including project delivery during deployments and post-deployment including sustainment for
SAP markets through cutting edge technology and defined processes. Risk mitigation governance delivered
through subject matter expertise over system, business controls and process improvements.
Manage $3.5 million budget for domestic controls and security and $2 million for international controls and
direct activities of 16+ staff on domestic and 10+ staff on international. Challenged to improve productivity,
reduce costs through innovation and efficiencies and drive value-added service delivery to the business.
Developed and implemented 90% automated controls sustainment (testing) and monitoring strategy
now utilized in both the domestic and international control groups. Resource savings ~ 2.5FTE/20%
Automation strategy now utilized by PepsiCo Corporate Audit and represents the preferred
methodology. Resulted in additional service stream for the team at ~ $.5 million
Secured additional funding of $.5 million for service delivery to PepsiCo Worldwide Flavors in Ireland
SENIOR MANAGER Business Integration Lead - (Quake Tropicana & Gatorade Division) (2007-2009)
Executed risk management processes to ensure PepsiCo Chicagos (QTG) newly implemented system contains
the necessary controls that ensured: QTG was Sox compliant; QTG business users and management accept the
controls and facilitated controls deployment and utilization of the system and business process controls.
Collaborated with the business and process service teams to establish SOPs; business documentation; user
testing, acceptance and training, thereby delivering critical business and process improvements.
Notable achievements:
Successfully performance resulted in:
Receiving a letter of acknowledgment for terrific management and leadership abilities from leadership.
Nominated to attend an executive management mentorship program geared towards top performing
individuals for 2008 and Represented PepsiCo at the 2008 Executive Leadership Conference.
Continued on Page 2

Shelley F. Akanji Osinaike

Page 2


2004 to 2007

Professional Accounting Services firm specializing in resource augmentation to fortune 1000 companies to
strategically support and extend their internal workforce.

Provided client service management in different capacities on audit engagements and special projects through
effective client management, interpersonal skills, and balancing client and Firm demands. Worked exclusively on
PricewaterhouseCoopers (PwC) projects, primarily managing Sarbanes-Oxley project for a $9BN client.
Identified, designed, and implemented creative business process controls solutions for complex business risks
while ensuring sox compliance. Delivered comprehensive analyses and documentation based on specific client
Managed performance evaluations and career development for 10+ team members and assigned PwC staff and
seniors on projects. Actively partnered with the Market Leaders/Executives to ensure excellent client satisfaction
and relations. Managed all aspects of the Chicago office including logistics and resource organization and
provided business development sales leads.
Notable achievement:
Through Commitment to superior client service earned fast track promotion based on producing excellent
client service, recruiting experienced consultants and demonstration of strong leadership skills.
Lead Chicago recruiter of consultants in 2004 and 2005.
2002 to 2004
Topco Associates, a privately held organization with 50+ member-owners that collectively represent more than
$120 billion in sales and thousands of stores in groceries and general merchandize.
Reported directly to the audit committee, with quarterly reporting requirements, presentations and attendance
at the board meetings. Managed all aspects of the audit department for a $7BN company. Developed and executed
a risk-based audit plan in conjunction with internal and external clients. Managed a staff of five professionals.
Notable achievements:
Audit work resulted in the implementation of corporate-wide initiatives geared towards strengthening
various aspects of key internal control and process environments.
Led research on the adoption and relevance of compliance with Sarbanes-Oxley.
ERNST & Young, Chicago, IL

2000 to 2002

One of the nations leading professional services firms that provides audit, tax, consulting, and financial advisory services
across more than 20 industries.

SENIOR/LEAD AUDITOR - BUSINESS RISK SERVICES (Manufacturing, Retail and Distribution Group)
As senior auditor in the era of corporate audit outsourcing, traveled 95% providing client audit services and risk
management to various Fortune 500 clients.
Primary functions involved planning, organizing and managing all phases of audit engagements including
budgeting, supervision and review. Executed audit work in accordance with the clients audit plan, risk
management strategy, auditing standards and political trends. Analyzed client procedures and control environment
to identify potential non-compliance with standards and propose value added recommendations.



Bachelor of Science, Chemical Engineering UNIVERSITY OF LAGOS, DEPT. OF CHEMICAL ENGINEERING


Part-Qualified Chartered Accountant (ACCA)

Certified Internal Auditor (CIA)
Certified Information Systems Auditor (CISA)


Nelson Gama de Oliveira, 143 apt. 1902
So Paulo, SP 05734-150 Brazil
(55) (11) 97544 0359

Proven management, analytical and strategic skills with expertise in cultural diversity. Enthusiastic about work,
team leader, business oriented, focused on operational effectiveness and efficiency. Problem solver. Extensive
experience in corporate, contract negotiations and corporate governance. Responsible for innumerous start-ups
and acquisitions.

Executive MBA, degree expected December 2014
LL.M., degree focus on international, corporate, and contractual law, 1999
Judicial Extern, The Hon. John R. Tunheim, U.S. District Court for the District of Minnesota, (Spring
1999). Observed trials, pre-trial hearings; wrote opinion memoranda and orders on civil and criminal
issues such as habeas corpus, contract liability, patent infringement, and industrial espionage.
Certified Student Attorney, University of Minnesota Domestic Violence Practice Clinic, Minneapolis,
MN, (Spring 1999). Working under the Student Practice Rule, represented clients in obtaining
restraining orders.
J.D. (5 year program), 1995

Founding and Managing Partner
Founding and managing partner of a full service medium-sized law firm with currently thirty (30) professionals.
Responsible for building staff, developing partners` and associates`career plans, creating new business
opportunities. Expertise in M&A, corporate governance, administrative and contractual laws. Extensive
negotiation skills.
2001 - 2004
Associate Attorney
Worked with corporate, contractual and telecommunications laws.
Responsible for drafting IRUs, Sharing Infra-Structure Contracts, Supply and Installation of Equipment
between Telecommunications Providers, Memorandum of Opening of Telecommunications Market in
2001, Purchase and Sale of Assets, Spin-off, Incorporation, among others.
Responsible for drafting regulatory summaries relating to Laws such as 6.404/76 and 8.666/93.

Luciene Moura Andrioli Page 2

1999 2000
Senior Associate Attorney
Worked with corporate and telecommunications laws, wrote international services agreements,
quotaholders/shareholders agreements, telecommunications agreements, among others.
Responsible for due diligence and privatization/concession proceedings.
Participation in bidding procedures, incorporation of consortium.
ATTORNEYS AT LAW, So Paulo, Brazil
1997 - 1998
Associate Attorney
Worked with corporate, patent and trademarks laws, wrote licensing agreements and other contracts on
commercial transactions, especially mergers and acquisitions of Brazilian companies by foreign entities.
RAMIRES & CIA LTDA. (Petrochemical Industry) So Paulo, Brazil
1991 - 1997
In-house Counsel (1996 -1997)
As In-house Counsel, worked with corporate and trademarks laws, wrote and analyzed contracts. Dealt with
export trade. Assisted in the sale of the company to Total Chimie S.A., a subsidiary of Total S.A.
Intership (1991-1995)
While completing my law degree, took part-time internship and worked in several departments of the company,
including HR, Sales, Marketing and Financial Departments.

Continuing Education
Media, Cinema and Telecommunications at FGV, So Paulo (Summer 2008)
Mediation at the Brazilian Institute of the Energy Law IBDE, So Paulo (Summer 2005)
Globalization, U.S.P., So Paulo (Spring 2001)
Business Course in California, U.S.A. (Spring 1996)
Seminar: Finance applicable to Brazilian Law, So Paulo, Brazil (Summer 1995)
Seminar: Rules and Regulations regarding Brazilian Exports, So Paulo, Brazil (Winter 1993)
Professional Affiliations
Member of the Brazilian Bar Association
Member of the So Paulo Bar Association
Portuguese (native), English (fluent written and spoken) and German (Sprachdiplom I and II - attended
German High School in Stuttgart, Germany -Winter 1989).


Santiago Arango
Cra 9A # 96-21 Apt 302, Bogot, Colombia
Tel: +57 310 5806883
Entrepreneur. Proven capabilities to create and develop businesses ideas from start-up to full-scale using marketing,
branding, advertising, finance, operations and hospitality. Marketing and communications experience added to retail
operations and management knowledge, specifically restaurant operations and franchise management. Experience in
doing business in Latin America, knowledge of Hispanic markets. Skill to communicate at all levels, proactive team
player, strategic leader, planner and conceptual thinker with financial skills added to commitment and passion. Have
been involved in the development and heightening of the governance structures in family business. Hands-on on
projects involved, team builder and creative under pressure and complex situations. Resourceful, eager to excel in an
operational, retail oriented business executive role guiding all stages of creation, strategy, execution, high impact
launch and growth of new businesses or operations in new markets.
Executive MBA, degree expected December 2014
Postgraduate in Financial Management, 2010
Bachelor in Industrial Engineering, 2004
Diploman in Culinary Arts, 2008
Diploma in Culinary Management, 2008
GRUPO ARTAK S.A.S., Bogot, Colombia
2012 - Present
Partner and General Manager
Created two restaurant concepts: La Fama Barbecue, a restaurant and bar with real southern barbecue smoked menu
and La Imperial, a high-end 120-seat American Nouveau restaurant. La Fama Barbecue has been open since
November 2012 (soon to open 2nd location) and La Imperial, currently under construction, both in Bogot, Colombia.
As General Manager, responsible for the operation of new concepts with Takami Restaurant Group
(, from the start up and daily operation. Development of the concepts from the
conceptualization to the daily operation. Current employees: 50, estimated employees 2013: 120, current revenues:
2.5 mm USD, estimated revenues 2014: 8 mm USD.
Researched for the concept and the hiring of the staff, the budgeting and funding of each of the restaurants.
Negotiated and closed successfully the deal of the leases of the spaces, did the financial models in order to
present the investors the financial projections of both units.
PILATES PROWORKS LATINOAMERICA, Bogot, Colombia 2010 - Present
Partner and Financial Manager
Pilates ProWorks is a Pilates and wellness studio chain based in San Francisco, CA. Our group has the license to
operate in all major cities of Latin America. Currently more than 400 subscribed clientele, 3 locations and the leader
in wellness boutique Pilates studios in Bogot, Colombia. Responsible for the financial management.
Developed the managing IT platform to operate the chain, the financial modeling and operation of the
projected business.
Launched and expanded the business through private capital, with an operation of two studios in Bogot, now
selling 1.2MM USD annually.
DAR PAPAYA S.A.S. Bogot, Colombia
Partner and General Manager

2006 - 2012

Santiago Arango Page 2

Managed the back office and was responsible for the financial operation of the group. Managed human resources,
procurement, relationships and negotiations with banks and financial institutions. Established administrative and
human resources policies. Administer daily operations ensuring efficient cash flow management, cost control and
inventory supervision. Supervise the operation of 5 locations and 2 franchises with over 90 personnel in total.
Created darpapaya a restaurant based on Latin and Asian cuisines in Bogot in 2006. Founded a hospitality
group focused on promoting innovative restaurants in Bogot with healthy food and basic cuisines. The
operation has 5 locations after a successful first based on Latin/Asian food.
Developed financial models that improved the managements business assessment and served to optimize the
budgeting process of the entire $2MM business operation.
JWT (J. Walter Thompson), Bogot, Colombia
2005 2006
Senior Account Executive
Developed brand strategies for Ford Motor Colombia, Samsung and Buendia Coffee, brand of the Colombian Coffee
Grower Federation. Then moved to become manager for the Andean region of Sedal brand (Unilever), with
responsibility for coordinating and developing the launches of all campaigns in Venezuela, Bolivia, Ecuador, Peru
and Colombia.
Directed a new commercial strategy with client sales and operations achieving revenue growth of 50% in
Developed brand strategies for Sedal brand (Unilever), gained control of the regional supervision, adding a
60% increase in the profits of the account.
Won an Effie (effectiveness of campaign) Award for Ford Motor Colombia, with a campaign for Ford
Explorer brand.
LEO BURNETT, Bogot, Colombia
2004 2005
Account Executive
Conducted local restaurant marketing for Mc Donalds, worked also as account executive for Club Colombia (SAB
Miller local brand), SOHO, Jet Set y Dinero (magazines) and Seguros Bolvar (insurance company).
Supported strategy formulation for annual strategic planning process of Club Colombia Brand (SAB Miller).
Led the team for Seguros Bolivar Brand with two campaigns that contributed to make the brand the first in
top of mind in Colombia, and the leader in sales.
ACCENTURE, Bogot, Colombia
Internship, Analyst
Conducted analysis of the profitability of Polars (Venezuelan Food Company) portfolio in Colombia.
Assisted with sales training for the new team after the merge between Quaker and Polar.
SANCHO/BBDO, Bogot, Colombia
Assistant Account Executive
Assisted in following the communication strategies for the Senior Account Executive of Publicar (Yellow
Pages), and General Motors.
DERMATE.COM, Bogot, Colombia
2001 2002
Operations/Community Management Web Marketing
Startup of the online auction business in Colombia, developing strategies to gather customers to the web page
through management of influential communities.
Developed Trade Marketing strategies for the position of the brand as the leader in Colombia.
Languages: Fully fluent in English and Spanish
Interests: Traveling, personal investing, social media, foodie, motor bike tourism
Military Service: Mandatory Service in Bogot, Colombia and Multinacional Force and Observers in Sinai,
Egypt 1998-1999
Boards: Principal Member of Moravo S.A. (Family Office, Real State and Agro Investments), Bella Cruz
S.A. (Palm Oil Plantation and Plant)

+33 6 08 751 757,, 4, Rue Bernard Palissy, France, Paris 75006
Senior Operations Strategy Executive with 11+ years of progressive leadership experience in EBITDA
maximization for client CPO, COO, CEO through large and complex transformation projects to improve all aspects
of supply chain performance: Operational Excellence Optimization, Strategic, Sustainable and Total-Cost Sourcing,
Program Management, change management, Business Growth & Turnarounds. A highly experienced executive with
demonstrated successful sales record, management consulting offer development, and people development for fast
career advancement (for clients and teams). Experience from 15 clients and 5 industries; Automotive, Industrial
Equipment, Fast-Moving Consumer Goods, Life Sciences, and Financial Services & Insurance. Noted for consistently
cutting costs, facilitating cross-functional and vendor collaborations, and maximizing team performance. Financially
savvy with proven $10-15 million project financials management, and strong leadership in various cultural
MBA from Kellogg School of Management, Northwestern University, USA.

2004 Present
Senior Manager, Strategy (2010-present)
Promoted to sell and oversee implementation of most complex client operations transformation projects and deal
structures, to achieve cost reductions of up to $70 million, for revenues of $15-25 million for each project. Manage
teams of 15-35 resources in Paris, and outsourcing delivery centres in Mauritius Islands, USA, Asia, and Eastern
Europe. Report directly to the Head of Management Consulting in France. Responsibilities include management of
communication to client steering committees, stakeholders, and board members.
Selected Accomplishments:
Enabled 20% in expected client industry maintenance cost reduction through operations excellence best practise
and strategic sourcing implementation for 63 manufacturing sites. Initiative was in top 5 priorities of client:20132016
Led industrial maintenance sourcing transformation for all manufacturing sites worldwide of a leading tire
manufacturer, as Trusted Advisor to Industrial Group Procurement and director of a new Central Sourcing
Management Team, optimizing project management performance
Managed teams through high-workload blueprint diagnostics and project implementation phases, with
achievement of fast-track promotion of 1-5 team members each time (every six months)
Created specialized practices to re-codify client spare-parts and eliminate stock, generating 2-digit millions USD
in new sales
Built implementation plan for Procurement restructure and Joint Venture with another telecom group for a
leading European telecom group, appointed Trusted Advisor to the Procurement Group SI Director, the Group
Head of Finance, and the COMEX (Executive Committee)
Developed and led implementation in 12 client affiliates of a new procurement system infrastructure and
eSourcing solution, achieving sourcing cost reduction of 10%
Instituted sourcing performance measurement dashboard for entire integrated group IS solution: Contract
Management, eSourcing, Supplier Risk Management, and Master Data Management, optimizing client
procurement performance and talent management
Appointed consecutive organizer of Accentures CPO Circle round table for French Top 40 CPOs (Chief
Procurement Officers)
Manager, Strategy (2007-2010)
Led more transformation projects, such as
a re-sourcing of $39 billion spend for an American Car Manufacturer (Detroit, USA), managing a team of 15
consultants and +200 Commodity Buyers and Engineers, achieving 27% Total Cost (TCO) savings,

Line Bagger-Hansen Page 2

a Procurement Excellence Program for a Sanitary Ware Multi-national (headquartered in Belgium), and its
multinational Private Equity owner, temporarily assigned to the Interim Management Take-over of the European
procurement function, creating a Control Tower controlling all yearly negotiation of the company, reducing
COGS, SG&A, and Capital Expenditure by 11%,
development of a Tax Efficient Centre and Sourcing Transformation blue-print for strategic direct material and
commodity category sourcing for Leader in Diary, Baby and Nutritional Food Products (France), supervising a
cross-functional team of 13 consultants, and securing an additional sales revenue of $10 million
Selected Accomplishments:
Facilitated a consolidated re-sourcing of SG&A spend categories amongst Private Equity portfolio companies for
multi-national Private Equity Fund
Instrumental to Leader in Diary, Baby and Nutritional Food Products re-formulation of sourcing strategy for all
non-production SG&A spend ($2 billion) and Health & Functional Ingredients spend ($250 million),
achievement of benefits from open innovation vendor collaboration, and design of new sourcing activities for a
central sourcing centre: Mass Buying, Risk Management, Leading Competitive Country Sourcing, Tier 2
Supplier Negotiation, Brand Sourcing Management
Consultant, Strategy (2004-2007)
Recruited to optimize sourcing of materials and components on a worldwide scale, including reorganizing sourcing
processes, primarily for OEM clients in Automotive. Supervised teams in China, India, Polen, Mexico, and the US.
VISMA A/S, Elsinore, Denmark
Strategy Consultant
Advising on system alignment with corporate strategy and re-engineering of business processes, adding $2 million in
additional revenue in one year
NOVO NORDISK A/S, Copenhagen, Denmark
Leader of Italian Diabetes Community, E-business Department, International Marketing

NORTHWESTERN UNIVERSITY, Miami, FL/Evanston, IL/Hongkong, China
Master of Business Administration - Strategy, Finance and Marketing

Expected 2014


Master of Science in Economics and Business Administration Supply Chain Management
Bachelor of Science in International Business Administration and Modern Languages



Keynote speaker at conferences and author of Thought Leadership, Point of Views, and methodologies such as
Accentures Savings Handbook, 2010, Open Innovation: Whats Behind the Buzzword, 2011, Open
Innovation: Putting External Knowledge to Work Supply Chain Management Review, 2012
Fluent in Six Sigma, Kaizen, English, French, German, Danish (Mother Tongue)
Work permit: EU and USA. Expatriated 10+ years.

Jesse L. Baker II
1368 High Ridge Road
Stamford, CT 06903
(203) 536-5606

Management Consultant and Information Technology Professional with demonstrated success in working
with business units, delivering high quality, cost effective software solutions and understanding emerging
technologies. Past experience in the following industries: Airlines, Hotel & Hospitality, Banking, Insurance,
Government, Defense Contracting, Finance, Telecommunications, Oil & Gas, Healthcare and Publishing.
Executive MBA, June 2013
BA, Biology, June 1992
Senior Project Manager/Business Analyst
Senior Project Manager for Web Services integration efforts with international banking institutions located
in London, China and New York City. Work directly with executive level staff to directly manage
information technology projects budgeted from $100k - $1M.
Hands on management of Project budget and spend forecast for application development projects.
ENTITLE DIRECT INSURANCE (Division of Partner RE), Stamford, CT
2010 - 2013
Senior Information Architect/Business Analyst
Lead Business Process re-engineering efforts to align business units to the emerging Enterprise Technology
Initiatives, reduce paper based procedures and overall production time. Resulted in processing from 50
orders per day to 150 orders per day.
Lead the business requirements gathering, technical design, development, data modeling and rollout effort
for mission critical Technology Platform: Entitle Direct Growth Engine (EDGE), which incorporates
pricing, vendor management, workflow, invoicing and web service integration. The EDGE platform
replaced an existing outdated system and it currently manages $10 Million in revenue.
2008 - 2010
Senior Technology Engineer
Worked directly with internal lead and project client, Department of Homeland Security (DHS) to draft
project plans, produce staffing models and scope the requirements for the DHS project.
Designed the server architecture for 60+ blade servers spanning 2 hosting environments utilizing server
virtualization (VMware) along with a storage virtualization (SAN Implementation) to minimize hardware
procurement costs.
Delivered an integrated workflow process that spanned Sun Technologies, Microsoft SharePoint servers
with Oracle database.

Jesse L. Baker II Page 2

MEDIA NETWORKS INC (Division of Time Warner), Stamford, CT
2006 2008
Senior Technology Engineer
Managed an Enterprise application and development team to coordinate the efforts of critical business units
of the company for an optimized workflow.
Responsibilities included software design, team management, and project management to enhance the
Media Networks marketing outreach capabilities
Analyzed critical processes for $11B satellite television provider. Identified 2-4% revenue leakage.
Determined causes, recommended fixes and led recovery effort.
2005 - 2006
Senior Technology Architect
Recommended strategies to the Senior Leadership Committee on Service Oriented Architecture (SOA)
strategy, Content Distribution Management (CDM) and Social Media.
Led development efforts for the Scholastic Web sphere Commerce Server (WCS) Ecommerce Platform.
Wrote use case scenarios, technical specifications to implement /integrate 3rd party software onto the WCS
Ecommerce Platform.
Led development efforts for the Scholastic Web sphere Commerce Server (WCS) Ecommerce Platform and
PayPal integration
Worked on the Documentum Content Management System to provide the WCS platform with new products
(books, magazines, DVDs) to sell online utilizing an online shopping cart.
AETNA Healthcare Services, Hartford, CT
2004 2005
Senior Technology Architect
As a member of the Services Oriented Architecture (SOA) and Infrastructure Committee, analyzed
functionality from the mainframe to design the SOA architecture and strategy.
Wrote use case scenarios, technical specifications to migrate functionality from the mainframe to SOA
2000 - 2004
Senior Web Technologies Director
Directed all development, testing and launch efforts for the corporate website which integrated the
reservation system, processes online reservations and property searches, which generated over $500 million
Worked directly with offshore development and testing teams to ensure that project milestones were
delivered and met the business requirements

Katie J. Banks


3927 Gloria Court, Glenview, Illinois 60025 | c: 708-878-9360

Kellogg School of Management, Northwestern University, Evanston, IL

Master of Business Administration Candidate
Executive MBA Program
Class Academic Representative
Florida State University, Tallahassee, FL
Bachelor of Science in Criminology and Criminal Justice, Minor in Religion

Expected June 2014

August 2003

Work Experience
Institutional Capital LLC - Chicago, Illinois

September 2008 Present

Senior Vice President and Director of Human Resources, November 2011-Present

Hired to develop, guide and manage the human resources function at the firm. Structured and implemented
programs and policies in the areas of recruiting and talent acquisition, coaching and development, health insurance
and benefits negotiation and administration, employee terminations, leaves of absence, personnel records,
administering an HR budget and resolving workplace issues. The firm currently manages $27B for institutional

Member of the Executive Management Committee, Policies and Procedures Team, Compliance Committee
and Risk Committee

Partner with Executive Management Committee to develop firm-wide initiatives and business strategy

Directly responsible for nearly 11% of the firms total annual operating budget

Support organizational change through direct participation in planning, communication and project
management in partnership with executives and managers

Partner with Executive Management Committee on succession planning initiatives and action plans

Responsible for identifying areas of risk within the human resources department and taking the necessary
steps to mitigate risk

Partner with outside legal counsel to ensure compliance with employment laws and update policies and
procedures accordingly

Coach and assist executives and managers in the identification and resolution of department and
employees issues

Responsible for identifying and assisting in the development of talent across the firm

Partner with the CFO on the administration of annual performance raises, bonus payments, compensation
programs and phantom equity plan

Responsible for the development, training, and management of the human resources staff

Responsible for payroll administration and maintaining payroll records in accordance with applicable
state and federal laws

Vice President and Director of Human Resources, May 2009 November 2011

Promoted to the Executive Management Committee

Performed research and due diligence on employee benefit plans which lead to the selection of new health
insurance providers, resulting in a 40% decrease of costs in the first year, while maintaining the same level
of coverage for participants

Negotiated extension of office lease to add additional square footage and completed an office renovation of
$2M to account for current and future headcount needs

Assisted the President in the creation of a new department by creating job descriptions, outlining the
department structure and hiring for new employees within the department

Partnered with the President and CFO to create a firm wide compensation structure aimed at providing
clarity around annual salary increases and bonus payments

Assisted in the creation of a phantom stock award program

Katie J. Banks Page 2

Updated and formalized the confidentiality policy and developed a new section addressing intellectual

Human Resources Manager, September 2008 May 2009

Created performance evaluations for individual departments and trained managers on how to write and
administer effective evaluations

Assessed the risk, and performed an analysis of, the human resources policies at the firm and developed a
plan to update all policies and mitigate risk surrounding the human resources practices

Created and implemented a personnel manual containing all human resources policies

Established a formal recruiting process to ensure consistency in recruitment standards which included
creating and implementing an employment application

Managed a team of 6 administrative professionals

Enterprise Rent-A-Car - Lombard, Illinois

September 2004 June 2008

Regional Human Resources Supervisor, June 2007 June 2008

Promoted to direct and implement a broad range of HR functions including benefits administration, regional
training initiatives, disciplinary action, investigations and exit interviews, and ensure clear and consistent
communication of HR policies.

Administered human resources related responsibilities at over 25 branch locations for over 300

Managed and developed a team of 4 employees (human resources administrator, receptionist,

administrative assistant and file clerk)

Created and directed regional diversity and inclusion team which focused on work/life balance, retention,
diversity, and community service initiatives

Lowered unemployment taxes paid by the company in the state of Indiana to 0.60% (lowest tax bracket in
the state) by responding to all unemployment claims and including proper documentation regarding
employee terminations

Responded to EEOC, unemployment and workers compensation claims

Presented trainings on harassment and discrimination prevention, evaluation writing, new manager
orientation, interviewing, and union avoidance

Implemented and maintained retention initiatives and employee recognition programs

Managed open enrollment process and educated employees on health insurance and 401k plan

Conducted internal investigations (harassment, policy violations, etc.)

Advised management on performance related issues

Maintained affirmative action plan reports and presented findings and recommendations to management

Administered employee opinion survey, compiled data with management, and reported findings to
Regional Human Resources Generalist Coordinator, October 2005 June 2007

Hired 10 part-time employees per month resulting in the elimination of reliance on third party staffing

Managed performance discipline and employee relations for part-time drivers and car porters

Conducted interviews with new hires and reported findings to upper management regarding recruiting
process, employee on-boarding, and job satisfaction

Completed new hire paperwork, entered employee information into PeopleSoft, maintained employee
files, conducted monthly audits and managed monthly performance evaluation completion

Conducted exit interviews and reported trends and recommendations to management

Management Assistant, September 2004 October 2005

Provided customer service, informed customers of the rental process, marketed to corporate accounts and
conducted sales calls

Technical Competencies
ADP payroll products including Pay Expert, EZ Time Labor Management and HR & Benefits
Microsoft Office products including Outlook, Word, Excel and PowerPoint



Mobile: +1 (404) 840-7545

220 East 63rd Street, Apt 9K, New York, NY 10065


Seasoned strategy and operations management consultant with global leadership experience. Deep
expertise in retail and wholesale supply chain and IT functions, with industry experience across softgoods, hard-goods, department store, specialty apparel, grocery, multi-media, and electronics. Skillsets
and experience work well with senior executives and for building effective teams led with purpose.

2006 to Present

Kurt Salmon
Atlanta, GA / New York, NY
Senior Manager
Kurt Salmon is a premier global consultancy that provides strategy and operations management
advisory and implementation services to retail and consumer goods companies.
Experiences include senior-level strategic supply chain and Omni-channel initiatives, cross-functional
operations and systems implementation, distribution and material handling design, process
improvement, and supply chain system implementation.
Led and developed overall supply chain strategy and implementation recommendations, including
creating business-case presentations for C-level clients at specialty retail and department stores
Led and supported major supply chain strategy efforts including network design, organizational
design, vendor management, and Omni-channel (ship-from-store) initiatives
Led multiple cross-functional strategy and decisions to support the integration of supply chain
and IT functions across multiple operating companies, for direct and wholesale clients
Led and facilitated major RFP processes, totaling over $100M in capital spend, including supply
chain systems and material handling equipment for distribution centers of varying size and
complexity for clients across multiple retail and wholesale categories
Distribution Operations
Program managed large, complex global supply chain and distribution projects requiring
expansion or contraction of buildings, equipment, technology and infrastructure, and people for
wholesale, multi-media, and off-price clients, teams led range from 5 to 45 cross functional,
multinational team members
Led, managed, and supported many productivity improvement initiatives resulting in $500k to
$40M+ savings from better material handling equipment design or labor management programs
for clients across multiple retail and wholesale categories
Facilitated increased system throughput in mature, automated environments by over 30% through
better process and information design and management for off-price and specialty retail clients
Program and project managed numerous full cycle supply chain system implementations,
including over 15 WMS projects, with scope varying in operational complexity, systems and
equipment integration, and change management for clients across multiple retail and wholesale
Led and managed major facility test plans for highly complex and automated facilities in retail
and wholesale, including extensive system and equipment integration for off-price and wholesale

John Barbee Page 2

Developed and defined supply chain application strategies to support new or existing business
functions to reduce ongoing operating expenses associated with supporting the business for
specialty retail clients

People and Leadership

Consistently received highest performance ratings, quickly rising to increasingly senior roles
Oversee and coordinate the North American peer advising, mentoring, and reviewing programs,
resulting in improved coaching, retention, and recruiting (2008 to present)
Establish deep client relationships through high-impact work leading to $11.8M+ in sales over
prior three years
2004 to 2006

RedPrairie (MARC Global)

Atlanta, GA
Implementation Consultant
RedPrairie is a provider of top tier supply chain execution applications and MARC Global, original
employer, was acquired by RedPrairie Spring 2006. RedPrairie is now part of JDA.

2013 to 2014

Led, advised, and implemented full cycle warehouse management systems with clients across
grocery, electronic, and retail market players improving supply chain effectiveness
Through project delivery excellence and client management, quickly promoted to lead positions
Designed, developed, and implemented early RFID processes into supply chain information

Kellogg School of Management, Northwestern University

Executive MBA, degree expected June 2014

2000 to 2004

Miami, FL/Evanston, IL

Georgia Institute of Technology

Bachelor of Science in Industrial Engineering

Community and Activities

Eagle Scout, Fall 2000

Junior Achievement Economics Teacher, 2006-2008
Charitable Fundraising and Donating, in excess of $8,000, since 2004
Full and half marathon running, including San Francisco, Atlanta, and Nashville

Atlanta, GA

Aron Beach
3500 Thomson Circle, Rocky River, OH 44116
(517) 974-9143
Chief Financial Officer with a strong operational track record of improving short and long-term financial
result by partnering with general management and functional leaders. Equally strong financial track record
working with private equity and banks on M&A transactions and treasury management. Broad functional
experience in consumer products, manufacturing and life sciences industries enhanced by recent MBA from
Kellogg School of Management at Northwestern University.
Turnaround Specialist: Skilled at going into companies with financial difficulties and re-aligning senior
leadership to focus and deliver on key issues. Have delivered more than $45MM of EBITDA
improvement from prior year baselines over the past eight years.
Financial Management/ Ownership: P&L, Balance Sheet and Cash Flow management and reporting to
private equity. In-depth budgeting experience, ranging from driving sales and marketing revenue plans
with new product launches by discussing current industry trends and drivers to creating a production plan
with staffing levels, inventory reductions, capacity constraints, insourcing and outsourcing, capital
budgeting and other cost saving initiatives.
Strategic Planning: Simplify business by linking resources and capabilities to competitive advantage by
evaluating existing assets and financial performance.
Leadership: Skilled at building and developing a team and handling all people and project management
functions by prioritizing and focusing staff to manage multiple, competing projects.
ACCEL Performance Group LLC (formerly Prestolite Performance LLC and Prestolite Wire LLC);
Cleveland, OH Private Equity owned manufacturer and distributor of performance automotive aftermarket
and marine products. Eight brands with 10,000 finished good SKUs sold primarily through retail, internet
and warehouse distributors channels.
Chief Financial Officer
Vice President, Finance

May 2012-Present
January 2009-May 2012

Responsible for a staff of nine Finance employees and five IT employees. Early member of Senior Staff
turnaround team that delivered ~40% turnover in the first year through talent upgrades and reorganization.
Worked closely with Presidents to change company culture and focus to rebuild and simplify the
organization. Responsible for monthly presentations to private equity group focused on all aspects of
financials, including working capital and cash flow.
Select Accomplishments
Developed the first company strategic plan with a cross-functional team by aligning current company
assets and capabilities with growth opportunities to create a clear value creation proposition.
Successfully restructured Bank Debt Agreement after company was split from Prestolite Wire in 2012.
Worked through covenant requirements to create two separate equity events in 2013.
Divested Marine business unit in 2013 by building CIM and financial carve-out, and negotiating with
private equity and strategic buyers, allowing company to focus on automotive business. Identified a
potential tax savings and worked with private equity tax group and auditors to create a $200k tax
Acquired brand of safety products by leading financial diligence and private equity presentation in
2010. Frequently worked closely with private equity ownership on evaluation of potential acquisitions.
Worked closely with China sourcing office to implement $2.5MM in sourcing savings over four years.
Initiated demand forecasting by SKU and structured a min/max inventory system for volatile SKUs
prior to overhaul of Supply Chain organization. Partnered with new supply chain organization to
continue improvement of on-time delivery from 70% in 2009 to 92% in 2011 (no metric pre-2009).
Improved labor productivity by 75% over five years by creating actionable metrics and focus.

Aron B each P age 2

Negotiated $90k grant from the City of Brooklyn, OH to keep the business in Brooklyn.
Improved processes such as linking budgets to key constraints and cost drivers; implementation of
capital expense reviews to measure EVA, MVA, IRR and Payback Period; monthly balance sheet
reconciliations; and working capital forecasting.
Focused management and changed culture to use data to drive decision-making through developing and
reviewing key metrics, redesigning financial statements, creating P&L by business units and creating a
data warehouse to access data.
Thermo Fisher Scientific - ~$40B (market cap) industry leader with extensive portfolio of products for
improving science.
Matrix Technologies; Hudson, NH ($80MM manufacturer and distributor of laboratory equipment and
consumables with direct sales force and international operations consisting of 350 employees and more than
1000 customers)
Site Controller
Manager, Cost Accounting and Financial Analyst
Financial Analyst

July 2007-January 2009

October 2006-June 2007
January 2006-October 2006

Global responsibility for financial results of product line, while managing a staff of eight US employees
and three UK employees consisting of AR, AP, General Accounting, Cost Accounting and Financial
Analysis. Instrumental member of management team that generated 83% Operating Income growth
through a system of strong cost controls, increased efficiencies and strategic initiatives.
Select Accomplishments
Linked the marketing SKU budget to global sales managers and factories, allowing for detailed staffing
analysis and capacity analysis for equipment. Tracked SKU performance to adjust pricing based on
competitive landscape, discontinue products or launch promotions.
Used financial results to focus on new annual cost saving programs, such as: freight reduction ($150k),
Sales Discounts on slow moving inventory ($200k) and labor savings ($300k). Developed new standard
cost system that reduced variances from over $4.0MM in 2006 to less than $300k in 2007.
Developed key metrics such as inventory turns by SKU and products class, labor and machine utilization
which, resulting in plan to increase production ahead of demand spike, helping beat budgeted EBITDA
by 10% and avoid backorder.
Piloted projects to improve regulatory requirements which included registering and qualifying for sales
tax, implementing tax software with automatic updates and automating tax filings. Launched project to
register for Portuguese and German VAT registration for UK operation, reducing tax burden by $300k
for international transfer of fixed assets.
Developed a complete reporting system and calendar to eliminate the fragmented, inconsistent reporting
that existed, resulting in common figures to manage the business.
Staff Accountant
May 2005-December 2005
Fisher Scientific ($1.0B annual revenue Divisional Headquarters; Southfield, MI)
Designed accounting for division wide rebate program for major customer.
Developed standard monthly reporting book, compiling key metrics of 17 sites.
Lason, Inc. (Now HOV Systems; Livonia, MI and Houston, TX) $40MM (annual revenue) print and mail
division within Business Process Outsourcing company with $100MM in revenues.
Financial Analyst
October 2002-May 2005
Joined as company was emerging from bankruptcy to improve financial controls and turnaround.
Kellogg School of Management, Northwestern University - MBA, General
Management (expected completion May 2014)
Michigan State University BA, Accounting
Kellogg School of Management, Executive Education Competitive Strategy

Evanston, IL
East Lansing, MI

Evanston, IL

Coralie Berg
2 Avery Street, # 20D
Boston, MA 02111

cell (650) 305-6000


18 years accounting experience; 13 years experience in the medical device industry; controller-level
Extensive work with start-ups, from inception to initial product launch to final liquidity event
Accounting and financial reporting in accordance with GAAP
Fiscal audits at year end & coordination of tax return preparation
Human resources - personnel files, benefits administration, employee handbook, etc.
Stock option administration and coordination with counsel
Insurance programs, contract review, sales taxes, property taxes, etc.
All aspects of G&A; internal/operational focus.

Independent Consultant, Boston, MA
Various Clients-Mostly Medical Device Companies in Silicon Valley


Consulting Controller
All aspects of G&A functions for startup companies, both venture and angel-backed.
Current clients are mostly Medical Device; also include a Telecom and a Software company
Extensive work with audit firms, outside counsel, venture capital firms for due diligence, valuation firms
for 409A.
Accounting, human resources, benefits, payroll, stock option administration, insurance, tax filings.
Support set-up of European subsidiaries for distribution including working closely with logistics company,
local accounting firm and legal representative to satisfy local requirements.
Implementation and/or migration of Accounting and ERP systems.
ZOLL Circulation, Sunnyvale, CA
Formerly Revivant Corporation, acquired by ZOLL Medical in October 2004


Controller/HR Mgr
Responsible for all accounting functions including budgeting, month end close, cost analysis, payroll, AP
and for order processing.
Supported CEO during acquisition of the Company with due diligence, investors and employees questions.
Provided support to Operations with cost analysis including make vs buy.
Insured compliance in regard to all Financial covenants, tax and reporting requirements. Worked closely
with bank, investors, various tax and employment agencies, auditors.
Responsible for compliance of subsidiary under section 404 of Sarbanes-Oxley and supported Corporate
with SOX review of European offices.
Responsible for HR functions, including compensation packages, health benefits, 401K, options, employees
related issues.
Upgraded significantly the Employee benefit package to improve employee retention and offer competitive
package to attract new talent.

Coralie Berg Page 2

Continuum Corporation, Santa Clara, CA
A subsidiary of Excel Corporation - Manufacturer of scientific lasers


Managed various accounting functions of the subsidiary. Responsible for budgeting, monthly close and
reporting of the subsidiary. .
Insured compliance for Sarbanes-Oxley by developing processes documentation, testing and correcting
these processes as needed.
ArthroCare Corporation, Sunnyvale, CA
Medical Devices Company with close to $90M in revenue


Asst Controller
Responsible for corporate accounting functions including general and cost accounting, consolidation, A/R,
cash management, stock administration, payroll. Responsible for Internal and SEC reporting
Extensive support of subsidiaries in Europe and Costa Rica.
Instrumental in setting up the Costa Rica Manufacturing plant accounting system (QAD).
Implemented International Tax strategy.
Other positions include Accounting manager and Cost Accountant:
Responsible for AP, Taxes, Cost, Fixed Assets
Supported Operations with Cost analysis, variances analysis, inventory tracking.
Supported Sales & Marketing with Revenue and sales analysis. Optimized use or ERP system to automate
and improve reporting for Accounting and Sales.
Set up Fixed Assets system to automate tracking ( FAS)
Applied Materials, Santa Clara, CA
Publicly traded, global, semi conductor manufacturing equipment with over $1 billion in revenue.


Financial Analyst Intel Account

Responsible for the forecasting, reporting and financial analysis. Projected gross margin on new contracts.
Initiated and performed an extensive research on credits incorrectly issued to customer for spares parts.
Project resulted in favorable settlement for Applied of $400K.
Other positions at Applied include: Financial Analyst, Installation and Warranty Reporting Analyst, Cost

Kellogg School of Management, Northwestern University, Evanston, IL
Executive MBA, degree expected December 2014
Santa Clara University, Santa Clara, CA
BS Business Administration in Accounting, Magna cum laude, 1991

Lorenzo Bergamaschi
1301 249 Way SE, Sammamish, WA 98075
(425) 213-7118,

A data driven and result oriented senior executive with significant expertise in new business incubation,
product management and marketing strategy. An innovative, collaborative, strategic thinker with strong
leadership skills and passionate about team and individual growth and development. Exceptional
analytical and problem-solving proficiency. Global mindset with multi-cultural experience developed in
Europe and North America. MBA at Kellogg School of Management, Northwestern University,
Evanston, IL.

2000 Present

Director of WW Product Management and Marketing, Enterprise Services, (2011 Present)

Promoted to lead the worldwide product management and marketing strategy team for Cloud Vantage
Services, a cloud professional services offerings (SaaS, PaaS, IaaS) for large enterprises.
Direct management of a team of 4 and indirect management of a team of 15 in charge of defining the
WW product strategy, the development of the marketing strategy, and relative worldwide go to
market activities.
Developed deep customers insights that resulted in a new professional services offerings, managed
the landing of such offerings to 2,500 sales and services employees, and the management of go to
market strategies which resulted in 140% sales attainment.
Sr. Product Marketing Manager - Health Solutions Group (now Caradigm) (2008 2011)
Member of the product management leadership team, in charge of defining a rapid development
framework to reduce go to market lead time of new product incubation.
Developed the go to market strategies and execution for Amalga, HealthVault, and HealthVault
Community Connect.
Led a 26 people cross functional team to successfully bring the products to market. Accountable for a
multimillion dollar marketing budget.
Successful launched of 2 new products, a 480% increase in sales prospects within 3 months, and the
creation of the Microsoft Connected Health Conference, the largest Microsoft Healthcare conference.
Recipient of the 2010 Corp. VP Gold Star Award, reserved for top divisional performers.
Strategy Lead, Breadth Public Sector Strategy, WW Small and Medium Business Group (2006 2008)
Promoted to strategy lead for the breadth public sector strategy. Responsible for the development of
the sales and marketing strategies aimed at developing the lower segments of the WW public sector
business (education, government and healthcare).
Developed the marketing and sales strategy to achieve a 20% increase sales in the small and medium
customer segments within the education, government and healthcare industries in 65 countries over 3
years. Led the executive business reviews and communication process on behalf of the segment VPs,
and landed 8 marketing campaigns which supported a revenue growth by 16% and overachieved
revenue goals by 8%. Selected for the Leadership Development program reserved to top 5%

Lorenzo Bergamaschi

Manager, Information Worker Solutions Sales - US Public Sector (2003 2006)

Promoted to manager of the information worker solution sales, a team of 12 people with the goal of
driving revenue and adoption of Microsoft desktop solutions in the government and education
Accountable for a $340M business and the definition of sales strategies aimed at the development of
key market segments.
Achieved 113% quota attainment, created a seminar engine which delivered 740 events, touched 130k
individuals, and generated 14.5k leads over 3 years. Awarded the Gold Star award for leading high
performing teams by the divisional VP. Selected for the Leadership Development program reserved
to top 5% performers.
Marketing Manager, Student Segment US Education Solutions Group (2002 2003)
Accountable for overall US Academic packaged product revenue and the development of the
distribution channels targeted to the student segment (bricks and clicks). Responsible for defining and
executing the marketing strategy targeted to the US student segment (consumer). Managed a team of
7 in charge of evangelizing customers on desktop applications.
Influenced and contributed to the development and launch of a new product targeted to the segment
the Microsoft Office Student & Teacher. Doubled student revenue to $48M in one year, and
developed an event engine which delivered 409 events, and reached 53K students with an overall
satisfaction of 4.6 out 5.0. Awarded the MVP Award for high performance individuals.
International field liaison and readiness Manager, Education Solutions Group (2000 2002)
Relocated to corporate headquarters to drive the relationship with regional education leads and key
worldwide subsidiaries.
Responsible for preparing assessments of the regions education businesses and develop business
recommendations. Represented HQ in business reviews with subsidiaries, and provided sales support
on key local deals WW. Expanded responsibilities to define and implement the Education Solutions
Groups knowledge management and field readiness strategy.
The knowledge management strategies developed saved 10.5 salesmen/years in time previously spent
looking for information instead of selling.
MICROSOFT S.p.A., Milan, Italy

1994 - 2000

Sales, Channel & Marketing Manager Education Team

Technical Marketing Manager Small and Medium Business Organization
MICROSOFT W.P.G.I., Dublin, Ireland

1993 - 1994

Software Engineer, Localization Team

Executive MBA, 2013
BS Electrical and Computer Engineering, 1992

European passport (Italian Citizenship), US permanent resident (Green Card holder)

Bilingual: Italian (native), English (proficient)
Interests: Technology, marketing strategy, people management, leadership, martial arts

Lorenzo Bergamaschi

Jeremy R. Bernard
N7818 State Park Road
Sherwood, WI 54169
Phone: (630) 742-1956 Email:
Oshkosh Corporation
Oshkosh, Wisconsin

August 2008 - present

Director, Global Procurement & Supply Chain

2008 - present
Integrated a stand alone business group into our corporate matrix organization leveraging corporate structure,
resources, processes, and controls improving efficiency, visibility, communication, process development/control,
compliance, and customer service. Immediate success demonstrated through tripled annual sales within two years.
Successfully managed 1,000+ suppliers/$1.9 billion annual spend and delivered cost reductions in excess of $250
million over five years.
Implemented a Game Changing strategy to integrate a commercial powertrain into military applications to bring
greater performance and technology to market at nearly half the cost. Resulted in a substantial competitive
advantage and supply base exclusivity.
Led electrical, powertrain, and driveline supply base efforts supporting our MATV program (a $4.5 billion
opportunity for our corporation). As quoted by U.S. Secretary of Defense Robert Gates, The first time a program
has gone from concept to full production in less than a year since World War II.
Championed Telehandler product launch coupled with emissions change over during a period of record recovery
and growth. Results included fully supported ramp up, successful launch on thirteen unique models, regulatory
compliance, and maintained credit strategy ensuring 2012 and 2015 emissions compliance. Overall flawless
launch with no supply chain disruptions and zero obsolete inventory.

Navistar International Corporation

Lisle, Illinois

May 1999 August 2008

Managing Director
2007 2008
Served as Managing Director for International Engines Europe GmbH and International Engines Germany GmbH
on a two year Foreign Service assignment leading our collaboration with MAN Nutzfahrzeuge AG in Nrnberg,
Successfully launched Internationals first contract engine assembly program which was also our first European
engine program. Producing and shipping 767 big bore diesel engines for severe service and heavy truck
applications in the North American market.
Delivered fully PPAPed engine assemblies and machined component groups for PV/Market seed builds, Truck
Divisions Job 1, and North American production launch.
Managed a cross functional team across both Truck and Engine Divisions to support critical daily production
requirements and continuous improvements.
Developed a return goods process for machined component groups sourced with MAN Nrnberg, Salzgitter, and
Supply Manager
2005 - 2007
Developed and implemented complete component sourcing strategies which provided industry leading
performance, world class cost structure, best in class quality, and supported global growth.
Mitigated any risks of production interruptions during a severe world wide tire shortage with the execution of a
global tire supply strategy and a new truck sales technique.
Drove a cross functional team through a strategic global tire sourcing strategy which achieved $3.5 million in
savings the first year and will achieve over $40 million in savings before complete implementation.
Developed and implemented a strategic tire/wheel assembly resource plan to mitigate risk, address capacity, reduce
cost, and improve inventory accuracy. Achieved minimum annual cost reductions equal to $2 million.

Jeremy R Bernard

Page 2

Identified and implemented an opportunity to source a $150 million annual spend with a female minority owned
tier one supplier.
Drafted an International branded tire strategy for both OE production and aftermarket sales generating a new
revenue stream for Internationals Truck Division. This strategy was fully accepted and supported by executive

Supplier Development Manager

2003 - 2005
Fully developed, approved, and released an alternative global supplier for large steel forgings. This source
provided an opportunity for increased capacity and led to a $3 million cost reduction by leveraging the current
forging source.
Led quality and engineering support while globally sourcing machining and gauging equipment for a Ford 2004
program year retool.
Identified, developed, and approved viable commodity suppliers in China, Taiwan, India, Israel, Mexico, Brazil,
and Argentina supporting an efficient global cost structure.
Chosen by Ford to assist with warranty and field service support on high profile customer and critical fleet
Senior Design Engineer
1999 2003
Over $10 million in cost reductions due to design improvements and design for manufacturability.
Developed and released the first design for manufacturability prints on connecting rods, crankshafts, gears, and
Created an engine balance optimization process which correlated theoretical iterations, actual process variation,
and statistical validation to finalize engine component and final assembly balance specifications.
Awarded patents for self threading fastener and vibration damper technology in diesel engines.

Kellogg School of Management, Northwestern University Evanston, Illinois
Executive MBA

2011 - 2013

Bradley University - Peoria, Illinois

B.S. Mechanical Engineering

1997 1999

University of Illinois - Champaign/Urbana, Illinois

Mechanical Engineering

1994 1997


Global Negotiations
Program & Project Management
Supplier Management & Development
Strategic Planning & Deployment
Product Launch Management
Lean Manufacturing

QS, TS, & ISO Quality Systems

Product Cost Optimization
Problem Solving Methodology
Presentation Preparation & Delivery
Foreign Service
Alliance Building


Self Threading Fastener in Critical Engine Joints

Thin Walled Steel Vibration Damper Application
on Diesel Engines Patent
Fresh Water Intake Security Monitoring
Technology Patent

Recognition for Bold Goals Accomplishments

Established a volunteer work program for

International Engines Germany
Founded JF Aquatics Incorporated

E8996 Hwy PF
Prairie du Sac, WI 53578


Technical Sales Manager and R & D Team Leader with 15 years of innovative roles within the food
processing industry.
Highly motivated individual with a significant accomplishments in the capital equipment
Strong interpersonal skills with in-house team members as well as established, well respected
Wide breadth of experience with project management on large scale projects that involved
product /process conception eventually to full production facilities.
ALKAR / Middleby Corporation, Lodi, WI
1998 Present
ALKAR is known for its expertise in a broad number of areas to ensure customers receive the total
support needed for their cooking and chilling operations. From meat science advice and process
development, to plant layout and custom equipment design, ALKAR provides creative solutions to
improve automation, product consistency, and lower operating costs. ALKAR is owned by The Middleby
Corporation, a global leader in the food service equipment industry.
National Sales Manager (2006 Present)
Responsibility expanded to encompass the largest meat processors in the United States.
Corporate accounts increased from four to nine corporations. Also given additional
responsibilities such as corporate-wide production planning, detailed engineering reviews, and
oversight of multi-million dollar installations.
Increased account penetration to key national processors in the areas of automation of food
production lines and control systems.
Responsible for coordination of large-scale projects from initial concept through installation to
ensure customer satisfaction.

Largest Single Bacon Installation in United States Peru, IN 2006

Largest Single Installation Ready To Eat (RTE) Meat Ovens Troy, OH 2011, 2012

Largest Continuous System for RTE Sausage Tracy, CA 2012

National Account Manager/Territory Manager (2004 2006)
Promoted from an operations manager to technical sales. Actively recruited by two major
customers to become their sole corporate account manager.
Generated $7.5 - $10 million in annual sales. Managed concurrent projects while maintaining or
improving overall margins.
Successfully sold and integrated one of the largest continuous thermal process systems for
sausage in the RTE meat industry.
Successfully sold and integrated one of the largest batteries of food processing ovens in the
United States.

Thomas Betley Page 2

Manager of Technical Services (2002 2004)

Oversaw operations in the technical service laboratory, responsible for new product development and
integration in the plant setting.
Specialized in new air flow designs, pasteurization methods, and process validation
Part of operations team which addressed designing, engineering and manufacturing of new
Recruited, trained, and motivated technical services team.
Integrated over 50 standard and continuous processing systems for the food industry i.e.
pasteurization, cooking, cooling, freezing.
Successfully started up several multi-million international installations in Italy, Japan,
Portugal, Mexico, Philippines, Russia, etc.
Compiled 10+ years of testing results into an easy reference form for use within the
Food Scientist (1998 2002)
Responsible for initial testing and refinement of all thermal processes without customer base.
Responsible for system integration and technical start-ups worldwide. Approximately 125 in
Co-inventor of continuous cook/chill system for the RTE meet industry (U.S. Patent #6,604,452
Food processor with circulations system and method)
Executive MBA, degree expected June, 2014
Master of Science in Meat Science, 1998
Master of Science in Food Science and Human Nutrition, 1998
Bachelor of Science in Foods Science and Technology, 1996
Instructed over 2000 participants at various technical seminars at:
Iowa State University
Ohio State University
Perdue University
University of Wisconsin
University of Minnesota
SMA Process Validation short course
University of Saskatoon
Texas A&M
University of Guelph
Various on-site customer short courses
Michigan State University
Various HACCP Certification courses


(301) 219-3448 |

629 Constitution Ave NE #204, Washington, DC 20002


Operations & Finance | Revenue Generation & Growth | Sales & Business Development | Global Strategy
Results driven, proven and innovative leader with 13 years of operations and sales experience and a record of innovative
solutions, actionable plans and measurable results. Highly-skilled in operations, finance and sales/business development with a
strong analytical and technical/engineering acumen supporting profit & loss activities.

Acquisition/transaction team member, portfolio company operations and refinancing at private equity firm
Lead revenue generator, achieving new sales over $3.75 billion since 2009 in global energy company

As a Program Manager and Nuclear Submarine Officer, led a 40-person team in the safe operation and maintenance of a
$250 million mechanical division

Recognized for leadership and revenue generation with a rare ability to function effectively on a strategic and tactical level.



Responsible for identifying new acquisition opportunities, leading due diligence and valuations for a middle-market private
equity firm engaged in multiple business segments including defense, manufacturing and services.

Senior leader charged with identification of strategic revenue opportunities with new & existing customers and the U.S.
Government in a $10 billion global fuel market.
Negotiated and closed the largest commercial contract in company history valued over $1.3 billion

Lead evaluator of commercial proposals, contracts and pricing analyses, ranging from $100 million to $1 billion

Relationship manager for over 35 energy utilities

Develop & implement a global business development & sales strategy


Led sales & business development efforts for a global energy company and managed strategic partnerships with energy utilities
in North America and Asia. Led negotiation and account management for 20 commercial contracts. Day-to-day communicator
with customers and corporate operations, finance & marketing departments to manage revenue forecasting, market analysis
and risk/inventory management.


Supported a 15-person operations team in the production planning & product shipping for a 750-acre U.S. Government
industrial facility. Tracked and managed all performance indicators, corporate business plan and a $5 million budget.
Developed a new inventory management plan allowing new product to be sold into the market creating $300 million of
new revenue generation

Development a complex financial model for $600 million of power procurement activities




(2006 2008)
Led a 6-person Team in order to develop & provide daily face-to-face naval strategy & operations Briefs to the Intelligence
Community & Joint Chiefs of Staff. Developed annual reconnaissance operation schedules (requiring presidential approval) &
national intelligence collection briefings for the Joint Chiefs of Staff, NSC U.S. Congress, CIA, NSA, DIA and the SECDEF.
Developed operational and IT security protocol for maintenance & classification for a $250 million TS/SCI program

Formulated TS/SCI briefings for the intelligence community supporting National Security Council collection objectives for
deployed naval assets in Central & East Asia


(301) 219-3448 |


(2001 2006)
Led a 120-person operations team in the safe & tactical operation of a $2 billion nuclear submarine during Operation
Enduring/Iraqi Freedom. Principal assistant to commanding officer for all aspects of submerged operations.
Led a 40-person team and project manager for a $250 million, mechanical maintenance & operation division

Implemented a supervisor-training program, increasing operational proficiency by 300%

Recognized for exceptional leadership ability, earned distinction over 100 other naval officers

Certified Nuclear Engineer


All-America Honors (2000 & 2001)

NCAA Division I Lacrosse: Garnered Second Team & Honorable Mention Honors
U.S. Naval Academy Hall of Fame (2002)

U.S. Naval Academy Silver Sword for Men (2001)

Awarded to the graduating senior who is deemed by the Naval Academy Athletic Association to have contributed most to
Varsity Sports during their four years of collegiate athletics
Professional Lacrosse Player
Major League Lacrosse: Washington Bayhawks (2001) & Long Island Lizards (2006, 2007)
Board of Trustee Member
U.S. Naval Academy Foundation, Athletic Scholarship Program


Kellogg School of Management: Northwestern University

Master of Business Administration
Concentration in Finance

Evanston, Illinois (2014)

Catholic University
Master of Science in Engineering: Management Engineering

Washington, DC (2007)

U.S. Naval Academy

Bachelor of Science: Political Science (Graduated with Merit)
Minor, French Studies (basic) / Varsity Lacrosse, 1998 2001

Western Europe | Middle East | East Asia

Annapolis, MD (2001)

Ansuman Bose

100 Cold Spring Road, 316A || Rocky Hill CT 06067 USA||510-300-7028 (M) ||


Innovative and customer focused senior executive with 14 years of experience in IT consulting services
Responsible for multi-site, multi-customer operations globally with with multi-million dollar P&L responsibility
Expert in customer communication management in Healthcare , Insurance and Retirement products
Have a strong exposure to multiple IT products, technologies, tools and possess considerable experience in
various IT frameworks and methodologies

Key Roles and Responsibilities

Project and Client Relationship Management

Manage multi-site IT operations and service management
Planning, scheduling, budgeting and managing risks for various IT programs and portfolios
Manage client relationship with project, portfolio managers and IT Directors
Propose and execute optimum solutions and process reengineering initiatives at various clients
Business Development
Identify and manage opportunities by showcasing service offerings and solutions as relevant to customers
business need. Built 15 MUSD product and domain competency portfolio from zero.
Ideated, proposed and executed solutions generating new business over 3 MUSD over two years with various
Lead sales initiatives for new account openings and expansion of services for existing clients
Liaise with various product vendors and alliance partners to create joint offerings and convert opportunities
Create strategies to manage operating margin of the unit within the goals set by the organization
Build relationship with prospective clients and partners at industry forums and conferences.
People engagement and development
Manage a portfolio of 150+ domain and product consultants across clients in Insurance vertical
Build IT products and services competency centers and COE leaveraging internal and external partners for
providing training as required

Professional Experience and Selected Accomplishments

Mar 2009 Till date
Infosys/ Various Healthcare and Insurance clients
Senior Project Manager and Practice Lead

Glastonbury, CT, USA

Lead Portfolio in Insurance vertical to strategize and execute programs to re-engineer and modernize customer
communications in healthcare and insurance
Recruiting, staffing, building team to execute and deliver various programs and projects across 7 Insurance and 5
Financial Services clients
Strategize and develop niche COTS products competency centers to generate revenue for the unit
Generating new business over three MUSD by developing consulting offerings, solution acclerators and domain
Built customer communication management unit and helped it grow from zero to five million USD annual
revenue currently servicing Allstate Financials, Aetna Inc., CareFirst, GAIC and Nationwide Insurance
Helped build Customer Communication Management Center of Excellence (CC COE) for customers
Planned and established China operation for the unit



Mar 2008 Feb 2009

Project Manager

Infosys/Genworth Financial

Stamford, CT, USA

Managed team of consultants and developers to build risk surveillance platform for asset backed and mortgage
backed securities
Managed project issues, risks and reported weekly and monthly project status to client IT director
Instituted various strategies to improve quality and productivity of deliverables

Apr 2006 Mar 2008

Project Manager

Infosys/The Hartford Life

Windsor, CT, USA

Managed multiple projects to launch new retirement products and features

Coordinated large scale implementation of projects impacting multi-systems and lines of business
Managed external and internal stakeholders
Estimated projects and programs involving cross department service lines in Infosys
Had the bottom-line delivery responsibility for development and testing teams
Initiated and executed various process improvements which generated annual savings of one million to the client

Jan 2003 Mar 2006

Infosys/Aetna Inc.
Business System Analyst, Application development team lead

Middletown, CT, USA

Gathered requirements and elicited use cases through business stakeholder interviews and JAD sessions
Responsible for data and object modeling for Plan, member, claim and provider domains
Planned, monitored and tracked tasks and activities for the development and business analyst teams for various
Managed multiple projects to launch new HMO and PPO products
Had SLA responsibility and delivered with 100% SLA adherence for system maintenance and support
Provided process consultancy for productivity and performance improvements in operations and systems

Aug 2000 Dec 2002

Infosys/ Northwestern Mutual
Software Engineer - Application development and maintenance

Bhubaneswar, Orissa, India

Design, development and testing for field force agent website

Built tools to automate manual tasks and increase productivity of the team

Academic, Certifications & Professional Memberships

Kellogg School of Management, Northwestern University, Evanston, IL. Executive MBA (expected June 2014)
Bachelor in Chemical Engineering (1996-2000) from National Institute of Technology, Rourkela, India.
Valedictorian in class
Certified in General Insurance by Insurance Institute of America - Property and Casualty (P&C) INS21, INS22 &
AHIP : Fundamentals of Healthcare - Part A & B, Certified Software Quality Analyst (CSQA) - 2006

Member of Xplor International & Americas Health Insurance Plans (AHIP)

Special Achievements

Won HP Visionary award Best interactive application, Sep 2011 for solution developed for Aetna Inc.
Evaluated in the Band 1+ category (top 5% performers) in Infosys for last three years
Winner of Infosys Award of Excellence 2012 for Project Excellence
Winner of Infosys Strategy NY/NJ/NE Circle 2013
Awarded Most Valuable Captain Oct 2007 in Infosys



1822 South Bishop St. Apt. 305 | Chicago, IL 60608 | | 312.401.3108

Outcome oriented advertising professional with a solid track record of developing and executing integrated communication
strategies that generate measurable results for organizations. Trusted partner to senior marketing leaders due to proven
strategic thinking, creative problem solving and leadership skills. Expertise in branding, consumer insights, engagement
planning and digital strategy, with a focus on unearthing behavior changing insights to inform effective messaging and media
strategies that bridge online and offline worlds. Excellent presentation and team communication skills and recognized for an
ability to foster integration between cross-functional teams.
Cramer Krasselt, Chicago IL (2009-Present)
Full service independent advertising agency with 500+ employees and $1B in billings
Account Experience
Cedar Fair Entertainment Company, Crocs, Edward Jones, Heinz, Panera Bread, Porsche & Under Armour
Vice President, Planning Director
Lead strategic positioning for Panera Breads Live Consciously. Eat Deliciously campaign that consists of a fully integrated
communications plan including online advertising, social media, email, PR, microsite, print, TV, OOH, transit, and radio.
Campaign resulted in a 23 percentage point increase in purchase intent and 24 percentage point increase in familiarity
within the brand tracker just three months after launch and generated an 18 percentage point increase in brand
advocacy. The microsite received million visits from people who spent an average of 21 minutes on the site. The online
video received over 2MM YouTube views and the social component generated nearly 1MM interactions.
Developed brand positioning for 13 amusement parks within the Cedar Fair Entertainment Company park portfolio (E.g.
Cedar Point, Knotts Berry Farm, Canadas Wonderland, Californias Great America). Conducted consumer research and
market sizing analysis to determine key growth segments. Developed and implemented integrated messaging and
channel strategies to reach and motivate audiences through online and offline media. Campaign increased 2011 to 2012
year over year revenue for the organization by $40MM.
Responsible for strategic development for agency new business pitch wins including the $40MM Panera Bread, $50MM
Cedar Fair Entertainment and $20MM Porsche accounts.
Launched Edward Jones Iconoclast advertising campaign and responsible for ongoing campaign evolution. Helped
develop digital extensions of the campaign through content partnerships like Edward Jones Chatting Cage on
and Good Morning Americas Newsmakers". Collectively the campaign has increased consumer consideration for the
firm by 15 percentage points since 2009.
Develop messaging and contact strategies for Edward Jones performance marketing initiatives. Expanding direct
marketing program to include a coordinated contact strategy through direct mail and one-to-one digital channels.
Supervise two brand planners. Responsible for overall development through mentorship, training, performance
evaluations and day-to-day instruction.
Senior Brand Planner
Directed media engagement planning and strategic development for Heinzs Ore-Ida brand. Success with this initiative
increased agency responsibilities to include approximately $30MM in media planning and buying.
Launched global rebranding effort for Crocs shoes through the Feel the Love campaign. Successfully increased
consideration among target audience by 4 percentage points and reduced negative consideration among general
population by 7 percentage points in just two months. Increased client revenue 55% from 2009 to 2011 and drove a 10
point increase in stock price from March 2010 to March 2011.
Developed digital campaign for Under Armour womens line. Increased Under Armours relevance among young female
athletes and drove growth in womens sales that outpaced growth in mens sales during same time period.
Supervised brand planner and helped foster her development from junior planner to planner.

Arnold Worldwide Boston, MA


International advertising agency with over 1,200 employees, offices in 15 countries and $115MM in revenue
Account Responsibilities
Carnival Cruise Lines, City Year, RadioShack, Purina & Volvo
Senior Brand Planner
Developed brand strategy for Carnival Cruise Lines. Redefined target audience and developed new positioning which
inspired the Fun for All. All for Fun. advertising campaign. Designed and conducted consumer vacation planning study
to inform online communication strategy.
Managed rebranding effort for City Year, non-profit service organization. Identified insights among millennial audience
that informed advertising and media strategy in effort to encourage participation and increase qualified applications to
the corps.
Participated in Planning for Good; collection of brand planners who conceptualize strategic solutions for marketing of
non-profit organizations.
Brand Planner, Arnold Worldwide
Managed daytoday brand planning responsibilities including the strategic development for RadioShacks Do Stuff
campaign and product promotional marketing efforts. Managed research initiatives including creative testing and brand
Nominated for and completed coursework for American Association of Advertising Agencies Institute for Advanced
Advertising Studies.
Assistant Brand Planner, Arnold Worldwide
Helped develop Volvos Life is Better campaign which separates Volvo from other premium car brands by selling
togetherness vs. status to car lovers who place a premium on shared experiences.
Produced proprietary crossindustry green study in collaboration with Arnolds business insights team. Educated clients
about ways to effectively approach green marketing through discrete segments of green consumers.
Assistant Account Manager, Arnold Worldwide
Account Management Intern, Arnold Worldwide
Advertising Intern, NL Partners
Assistant Athletic Director, North Yarmouth Academy

Summer 2005
Spring 2005

Junior board member, Off the Street Club, Chicago, IL
Marketing consultant; Advisor to the board, Shortbord, Boston, MA
Consumer insights consultant, Nine Naturals, Chicago, IL

2010 - Present
2009 -2010
2010 - 2011

Kellogg School of Management, Northwestern University
Evanston, IL Executive Masters of Business Administration

Degree anticipated, 2014

Amherst College
Amherst, MA B.A. Psychology
Womens Varsity Soccer 2000-2003, Captain 2003; Friends of Amherst Award 2003; NESCAC Champions 2001, 2003; NCAA
Regional Champions 2002; NCAA Finalists 2001; ECAC Champions 2000
Class Senator, Amherst Association of Students, Senior Class Chairman

218 Thrush Circle, Lindenhurst, IL 60046
Cell: 847-749-6431


Manager with 20 years of product development and team management experience in the wireless technology
industry. Proven track record of managing multiple parallel projects from requirements planning to customer
deployment, and international team management in complex matrix environments. Strong expertise in the
intersection of technology and business. Customer interface skills across diverse cultures and locations.
Executive MBA from Kellogg School of Management.
Intel Corporation, Lake Zurich, IL
Feb 2013 Present
Selected to transition to Intel from Motorola through M&A as part of a small, highly valued R&D team
Software Engineering Manager
Responsible for Radio Signaling software feature development for the Intel XMM 7x60 platform in the Wireless
Platform R&D group
Currently managing 3GPP R-10 feature development. Responsibilities include the planning, oversight and
coordinating the activities of 10 developers and testers across different international sites.
Co-ordinated a comprehensive 8 session training with team based in Cairo, for the RRC software
architecture and development process. Outcome was an accelerated technical ramp-up for the newly
acquired team, and relationship building across the different Protocol Stack teams from multiple locations.
Motorola Mobility (a Google company), Libertyville, IL
Jun 1999 Jan 2013
Software Engineering Manager May 2010 Jan 2013
Received a 2-grade promotion, with responsibilities to manage an international team of 4 direct reports in the
US and 12 in France.
Responsible for the Radio Signaling software feature development, support and KPI initiatives. Focus areas
included prioritizing LTE multi-mode / 3GPP Release 8, 9 features based on customer requirements, resource
allocation, planning including integration test equipment procurement, and driving the feature development
activity through feature integration, inter-operability testing, and KPI definition and monitoring. Regular
reporting and KPI presentations to SVP-level, with weekly/monthly updates.
Major Accomplishments:
Lead multiple feature developments in parallel 4G-3G Handovers, 2G-4G reselection, 4G-3G Inter-RAT
SON ANR, LTE Inter Frequency Handover, 3G enhanced CELL_FACH, through to successful integration
on Aspen the first 3GPP multi-mode platform on the Motorola modem roadmap
Had one project selected from over 50, representing the modem team, to assess the quality and the efficacy
of the modem teams software engineering process. Led to a half day review with the CEO of Motorola
Lead a cross-functional team across hardware, software and field test organizations, for the 3G call
performance initiative for the Motorola FlipOut phone, which was particularly challenging due to its small
size with a square shape. At the end of the 3 months of daily activity, the phone met ATT ship quality call
performance requirements. External review
remarked: The best feature of this phone is the call quality.
Software Section Manager Apr 2005 Apr 2010
Promoted to a management position with US based direct reports, and later expanded the team with direct
reports from France. Expanded the breadth of technical expertise by driving the development and integration of
HSPA features, and Data Throughput for Motorola 3G handsets.

Satish Brahme - Page 2

Major Accomplishments:
Represented the protocol stack for the Call Performance initiative and identified the development roadmap,
which improved Motorola handsets performance from a poor (1%) dropped call rate to a best-in-class
(below 0.4%) on the ATT network over a period of 3 years.
Lead the development of a low cost solution in co-ordination with Agilent, for measuring Data Throughput
KPIs in simulated fading environments. This was effectively utilized to assess and improve the data
performance of every software release prior to the conformance testing for AT&T.
Achieved Digital Six Sigma Green Belt by automation and improvement of log analysis of call setup, call
drop, and data continuity issues, which resulted in an estimated saving of $250K worth in engineering effort.
Senior Software Staff Engineer Oct 2000 Apr 2005
Lead the development for WCDMA Measurements, Compressed Mode and Inter Frequency Handovers, as a
part of the 3G signaling stack software team.
Oversaw the live network IOT to successfully enable Inter-Frequency Handovers feature in the H3G UK
network. This involved 4 months of daily co-ordination with the customer mobile handsets technical
supervisor, and the UK based Motorola field test team, remotely, while managing the local software
development team for the analysis and resolution of issues from the testing.
Tested the first Intra-Freq Handover with Motorola handset software and NEC, Japan 3G network; Was
located in London for a month to support customer (H3G) IOT for mobility during voice and video calls
Completed MS in Computer Science from Illinois Institute of Technology, Chicago, while working full
time, with a GPA 3.9/4.0
Software Staff Engineer Jul 1999 Sep 2000
Relocated to the US through Motorola internal opportunity with the GSM Cellular handset software team
Motorola India Electronics Ltd., Bangalore, India
Feb 1994 Jun 1999
Lead Software Engineer
Was recruited to join Motorola as a Software Engineer. Received 2 promotions to be a Lead Software Engineer.
CMC Ltd., Mumbai, India
Engineer Information Technology and Operations

Nov 1989 Jan 1994

Executive Master of Business Administration, Jun 2014
Master of Science in Computer Science, 2001
Bachelor of Engineering in Electronics and Telecommunications, 1989


Digital Six Sigma Green Belt - 2006

Graduate Assistant for the Dale Carnegie Training Program
Advanced Diploma in German from University of Poona
US Permanent Resident

Jerome Bryant

4349 Thornwood Avenue Matteson, IL 60443

(312) 285 3157

Business Strategy Expert Chief Information Officer Turnaround Manager
Information Technology Leader Operations Budget Management P&L Management
Top-level business executive with more than sixteen years of success driving shareholder values by transforming business strategies
and maximizing profits through innovative IT solutions. A highly collaborative corporate leader and trusted boardroom confidant.
Communicates effectively, institutes initiatives and creates positive change, efficiencies and increased profitability.
Transforms organizations by streamlining organizations and systems, reducing in time to market, slashing costs and boosting quality,
employee and client satisfaction. Leads cost-effective initiatives, ensuring timeliness and functionality. Creates a strategic vision by
building upon the inputs of sales, marketing, operations, general management and financial teams. Tailors large-scale process change
initiatives using organizational behavior skills in environments where results and growth are paramount. Extensive qualifications in the
following competencies:
Business Strategy & Planning
Certified Six Sigma Black Belt
Financial Reporting & Compliance
Organizational & Staff Development

Regulatory Compliance
ERP Strategy & Implementation
Program Management & Implementation
Change Management

Ecommerce Strategy
Information Security
Mobile Payment Strategy
Business Process Management

Aurora Financial Systems, Chicago, IL
Establish business strategy and IT operations for a global issuing payment card processor. Handle application and infrastructure
development, telecommunications, systems architecture, program management and network infrastructure. Leads and directs security,
regulatory compliance, business analysis, quality assurance, and business process engineering. Handles front-to-back project
management responsibility for business applications and products. Oversees sales and client engagements and P&L management.

Achieved PCI-DSS Level 1 compliance in ten months by leading the corporate compliance and information security efforts.
Built team of top-notch professionals from the ground up; successfully manages a global 120-member team with a $250 million
annual budget supporting 30 million users.
Generated $30 million in 2012 revenue (EBITDA) by developing SaaS delivery model for hosted customer support, fraud
protection, and payment card systems.
Reduced costs 32% by ensuring proper business cases through portfolio approach to project selection.
Delivered a 30% overall program reduction, successfully eliminating non-value-add programs, by creating and leading program
management office and IT governance model that defined structures, processes, and ROI-based resource alignment.
Improved overall revenue stream by 20% and accelerated go-to-market delivery of products through comprehensive process
Managed multiple concurrent programs that ranged in size from $5 million to $25 million, on time and within budget.

IBM Global Business Services (via MIT Consultants), Chicago, IL

Global management consulting firm focusing on ERP implementations, operations, business strategy and planning.



Corporate finance, capital acquisition, treasury and financial management functions. Planned and negotiated mergers, acquisitions and
corporate partnerships. Directed design and implementation of financial and operational systems and controls, inventory management
procedures and human resources policies and procedures. Increased revenue 600% by defining and executing a partnership strategy
with Big 4 consulting firms (IBM & SAP).

Jerome Bryant Page 2

Bank of America, Chicago, IL



Led team of 50 associates that supported foreign exchange, fixed income, global derivative products, and global corporate risk projects
in US, London, and Hong Kong. Managed budget of $10 million. Forecasted organizational supply and demand and reconciled
variances. Created, maintained, and managed "best-of-class" standard operating procedures for software, documentation, and
environments that were compliant with Six Sigma quality controls, Sarbanes-Oxley, and financial compliance controls.

Defined ITIL and SEI CMM Level 2 & 3 compliant processes for multiple divisions which reduced missing items on customer
statements by 70% and reduced defects in electronic channels by 88%.
Key member of enterprise-level software engineering process group aiding all divisions to transfer knowledge of CMM, standards
& procedures, and software engineering practices.
Boosted production 500% and improved efficiency by implementing process improvement initiatives.
Saved $350,000 and improved on-time delivery from 45% to 95% by developing and automating a standard enterprise deployment
procedure., Chicago, IL



Managed multi-disciplinary team of 35 code deployment, UNIX, network, security, and capacity planning engineers in the US and
Canada. Developed and supported tools for streamlining and automating software build and deployment process. Established
department policies and SEI CMM level 2 standard software procedures. Developed and modified UNIX system configurations,
networking elements and other hardware and software components to support new software releases.

Drove gain of 400 thousand users achieved Top 500 Internet Site recognition by PC Data, and generated $700 thousand in new
revenue despite collapsing market for the product.

ABN-Amro Bank, North America, Chicago, IL

Led and directed multi-disciplinary development team of 15 software developers. Developed and managed project plans and schedules
for multiple projects. Handled troubleshooting on NT servers consisting of IIS 4.0, ColdFusion, and SQL Server 7.0. Identified and
resolved technical, change management and manpower planning issues affecting the project.


Kellogg School of Management, Northwestern University, Evanston, IL
Master of Business Administration Finance & Strategy

Illinois Institute of Technology, Chicago, IL

Bachelor of Science degree in Computer Science

FINRA Series 6, 26, & 63 Licenses

Life Insurance Producers License
Six Sigma Black Belt Certification, through Bank of America
ITIL Foundations Certification in IT Service Management, Software Training Institute

Dreams for Kids, Executive Board Member. Dreams for Kids is a volunteer-based charity focused on educational
opportunities for at-risk and disabled youth.

1020 Timber Lane Wilmette, Illinois 60091
(847)-853-1467 (O) (847)-769-2885 (M)

Hands-on Technology Executive with 19 years of progressive leadership experience in Internetworking, Security Systems,
Learning Design & Implementation, Technology Training and Consulting. A highly experienced executive with
demonstrated successful delivery of complex technology projects on time and on budget. International experience in data
storage, remote access and enterprise edge with focus on business continuity. Successfully operating a technical services
company for 17 years with steady growth and profitability. Proven investment track record with significant portfolio growth.


Business owner / operator
P&L Management
Entrepreneurship and Strategy
Building high performance teams
Mentoring and leadership
Client relationship management
16+ years management experience
Experienced project manager

Cisco CCIE
Cisco IOS & Nexus Instructor
Author/Technical Editor
17+ years Enterprise IT experience
System Integration and
Re-Engineering network
Expert in: BGP & OSPF

Resource and Asset Optimization
Problem solving and crisis
International business experience
Security and risk management
Infrastructure Operations
Purchase and renewal negotiation
Strong interpersonal skills

17 years as principal of Certa Net, Inc.
Lead Network Engineer for EDS on Bank of America contract upon their acquisition of Fleet Boston resulting in a
$1.1B+ contract addition
Cisco Certified Internetworking Expert #3556 (Recertified 4/19/2011)
Certified Cisco Systems Instructor #95062
Certified Cisco Design Associate
Nexus 1K 7K certified Data Center Instructor and engineering expert
Lead Network Engineer for EDS working with BoA governance team designing LAN/WAN standards and engineering
design implementation practices providing standardized topologies and reduced costs.
LAN Tower Lead for migration and integration of new standards between EDS and BoA including leveraging existing
assets, new equipment acquisition, justifying expenses, and managing all implementation team members.
Consulting Design Engineer for large router migration from EIGRP to OSPF/BGP reducing complexity and costs while
building consistency throughout the network.
Contractor with large north Chicago hospital during network wide upgrade and optimization including all
documentation, configuration templates, equipment refresh, and implementation of best practices.
Contractor with leading Chicago based law firm for network wide upgrade and optimization
Author/Technical Editor of best-selling book series for Syngress Publishing
Authored Global Knowledges Cisco Router Configuration Part 1 & 2: Course
Authored Alcatels Interior Gateway Protocols course for the ACIE certification program developed under
subcontract to Synaptic Solutions
17 years Cisco Systems instructor from introductory to CCIE level material
Traveled to over 30 countries in Europe, Mediterranean, South America, and the Mid-East
Shift supervisor, Instructor, Collateral Duty Inspector, Fleet Air Reconnaissance Squadron Two

Mark A. Buchmann Page 2

Red Ridge Financial Group: Jan 2012 Present
Director - Servicing the financial needs of our clients with; Direct Investment, Due Diligence Services, Debt Advisory,
Background Verification Services and other products.
Certa Net, LLC (formerly Certanet Inc. / MAB Enterprises, Inc): Jan 1997 Present
CEO providing technical training and consulting services for IT network infrastructures and security. Responsibilities
included day to day as well as vision based planning. Manage multiple nationwide maintenance and support contracts.
Coordinate subcontractors, client relationships, and marketing. Key projects included delivery of IT classes to clients
nationally and internationally. Network engineering in compliance with federal, state, and industry standards related to
medical, manufacturing, and legal industries. Lead contract engineer and coordinator for a leading communications company
during a complete network redesign.
EDS/Bank of America: Nov 2002 Dec 2004
LAN Tower Lead High-profile management position responsible for interfacing with BoA Governance team, managing
network migration and integration, fiscal overview, management of 10 direct and over 60 dotted line staff, and enforced
contractual obligations.
VP/Manager Responsible for Differentiated Services network topology for BoA. Resulting up time was 99.99% while
under my control. Seamlessly redesigned and integrated a new network topology consisting of production, R&D, servers and
critical trading architectures encompassing over 18,000 active ports.
International Communications Management, Inc: Sep 1993 Dec 1996
Director of Technical Training Responsible for all IT instructors deployed throughout the United States, technical
documentation and manuals, equipment procurement and contract closings. During that time exceeded performance plans
and surpassed target revenues three consecutive years. Responsible for quality assurance officer for all technical publications
COO Gateway Networks, Incorporated (Subsidiary) - Developed and implemented a business plan resulting in a 67% sales
increase in five months while reducing costs 30% in eight months. Managed 14 sales associates with 100% retention rate.
Responsibilities included creating business policies and procedures
American Electronics Warfare Associates, Incorporated: Aug 1992 Aug 1993
Designed, built and ran six test labs to create and test electronic counter measures for U.S. Navy. Responsibilities included
management of a $2.5 million budget, acting liaison with government contract executives, and directly managing 4
technicians and ensured contract compliance.
Active Duty, United States Navy: Sep 1986 Aug 1992
Fleet Air Reconnaissance Squadron Two (VQ-2), Rota, Spain - Aircrewman/Avionics Electronics Technician, Shift
supervisor, quality assurance inspector and senior technician for special projects and installations work center. Evaluator,
and primary flight instructor, for specialized signal processing, electronic warfare, and observer positions. Veteran of
Operations Desert Shield, Desert Storm, Provide Comfort, and Sharp Edge. Granted greater than top secret security
clearance. Home ported in Rota Spain, and lived off base within the Spanish economy. Honorable discharge.


Kellogg School of Management, Northwestern University

Executive Masters in Business Administration
Strayer University
Bachelor of Science in Information Systems Internetworking Technology
Various Professional Development Courses in Internetworking Technology
United States Navy
Leadership Development for Petty Officers
Survival Evasion Rescue and Escape
Advanced First Term Avionics
Aircrewman Receiving 6 Admiral Letters of
Electronic Warfare Operations Specialist

Adam F. Camp

50 North 5th Street | Brooklyn, NY 11249 | 561-309-1464 (Cell) |


Demonstrated project management skills necessary to develop energy generation facilities and to execute complex
power transactions for the largest wind farm owner in North America.
Strategic thinker developing and managing regions, targeting the best opportunities with limited time and resources.
Aggressive self-starter skilled in developing and maintaining strong customer relationships.
A natural leader with excellent communication, interpersonal, and negotiation skills with the highest level of integrity.

Director | Development | NextEra Energy Transmission, LLC | January 2013 present

Responsible for development of transmission projects in the New York and New England regions for a rapidly growing
team focused on developing new regulated and contracted transmission investments in North America.
Responsible for originating either regulated or power purchase agreement backed transmission opportunities
Led real estate negotiations and site assessment activities in New York identifying electric transmission opportunities
to support the Governors Energy Highway initiative
Led meetings and outreach with dozens of communities in New York to inform and communicate the proposed high
voltage transmission infrastructure
Originated and secured, through a joint development agreement, rights to develop a large gas and electric transmission
corridor in New England to be able to expand renewable energy development
Led due diligence of 700 land leases, licenses, and other land agreements with legal team before securing land rights

Project Director | Renewable Energy Development | NextEra Energy Canada, ULC | April 2010 December 2012
Responsible for development and commercial contract origination aspects for wind energy projects in Canada, the U.S.
Northeast and parts of the PJM electric market to include leading due diligence in acquisitions.
Negotiated and executed a 20 year power purchase agreement (PPA) for a 100 MW portion of a project in PJM
territory providing an estimated USD$21.5 million of annual revenue
Led the effort for contracting an 80 MW wind farm in Alberta, Canada to include the origination and structure of a 10
year contract providing an estimated CAD$12.6 MM of annual revenue
Originated and negotiated a USD$6.5 million purchase of an asset sale for development rights to a 100 MW project that
was ultimately constructed
Led and managed real estate and project asset acquisitions in Canada
Managed strategic customer and regulatory relationships

Project Manager | Renewable Energy Development | NextEra Energy Resources, LLC | August 2007 March 2010
Responsible for all aspects of development for wind energy projects in the Southwest Power Pool (SPP) Region of the
United States including all electric and real estate negotiations, permits, and financial modeling. Managed a development
budget of $5 MM for the development of six separate wind farms to mature for approval and ultimately construction.
Successfully led the project team to support Treasury for the project financing of a 99 MW wind farm in a 260 MW
USD$305 million private placement financing, closing in only 3 months after the Commercial Operation Date (COD)
Gained project approval from Board of Directors and the necessary capital investment of $192 million
Negotiated a 20 year contract for 99 MW output, providing USD$20.2 MM of revenue annually
Negotiated terms of 87 crossing agreements with 18 different pipeline, utility, county, and state entities
Successfully deployed 11 meteorological towers throughout the southern Midwest for four separate project areas

Adam F. Camp Page 2

Gained management approval for a $40 million gearbox repair facility to repair turbines for a 7,000 turbine wind flee
Captain | Operations and Logistics | U.S. Army | June 2002 June 2007
International Supply Chain and Logistics with various assignments and leadership positions throughout the Pacific,
European, and Central Asian theatres. Led and managed numerous tactical supply missions and humanitarian aid missions
distinguished with various awards, in garrison and forward deployed.
Awarded the Bronze Star Service Medal
Implemented an inventory management system that reduced monthly food expenditures by USD$2 million, also
resulting in storage reductions of dry and freezer containers by 30%, which saved USD$8.7 million for the year
Stream-lined fresh fruit and vegetable orders worth USD$250,000 weekly and decreased in-transit spoilage to less
than 1% from 10 12% by reducing deliveries by 48 96 hours
Led and organized humanitarian aid projects that distributed 1.4 million pounds of food to 70,000 Afghani nationals
Managed a 125 person multinational team in Korea providing airdrop supply support for forces in the Pacific Theater.
Responsible for the maintenance and readiness of $30 million of equipment and vehicles.

Masters of Business Administration | Northwestern University Kellogg School of Management | 2013
Bachelor of Arts | Accounting | Gordon College | 2002
Captain Varsity Baseball; Boston College/Northeastern University Army ROTC scholarship and commission
Other Community Activities and Interests: Traveled to Peru and Haiti on missions supporting schools and orphanages;
traveled to over 30 countries and spent four years abroad.

Rubn Alejandro Castillo

706 14th Ave, Coralville, IA, 52241, USA

Human Resources and Compliance Executive with 15+ years of progressive leadership experience as a
Business Partner, skilled at achieving organizational objectives by leveraging people strategies. Proven
experience collaborating with senior management to conduct comprehensive, strategic people planning.
Results and bottom-line oriented with a track record of promoting innovative solutions to business
challenges. Selected in 2013 for companys Global Leadership Development Program (short-term
assignment in Singapore). Key competencies include:

Change Management
Talent Management
Employee Relations
Employee Engagement
Diversity & Inclusion Programs

HR Legal Compliance Training

International Business Compliance
Code of Conduct Development
Ethics Programs

MBA from the Kellogg School of Management at Northwestern University.


July 2005 Present

Cedar Rapids, IA
$5 billion firm that serves as a leader in the design, production, and support of aerospace communication and
aviation electronics with over 60 locations in 27 countries and 20,000 employees.
Corporate Ombudsman & Manager, Ethics & Business Conduct

Senior Human Resources Business Partner, Government Systems

2011 Present

Responsible for strategic oversight of the companys code of conduct, ethics and compliance
strategies & policies, reporting directly to the Office of the General Counsel
o Rockwell Collins (RC) has since been recognized as one of the Worlds Most Ethical
Companies by the Ethisphere Institute in 2011 through 2013
o Developed global RC communications campaign to coincide with code of conduct refresh
o Partner with RC HRs Learning & Development Team to devise and deploy annual ethics
training and communications strategies (e.g., videos, promos)
Lead team of seven investigators across all domestic and international locations (e.g., EuMEA, APAC
sites), managing all internal investigations into code of conduct violations
Serve as primary interface with the RC Executive Steering Committee on Ethics (consisting of CHRO,
CFO, and GC) on all matters related to business conduct and international compliance
Interface directly with the RC Board of Directors Audit Committee, presenting quarterly status
updates & metrics on the companys ethics program
Coordinate all required Federal Acquisition Regulations filings to the Department of Defense
Liaise with Internal Audit and work collaboratively with counsel on all litigation preparation
Designed and implemented cost savings measures (lean, continuous improvement) that reengineered case management protocol, saving $500K in 2012 and 2013
Implemented ethics and compliance programming at two joint ventures in China

Co-located with the Chief Operating Officer and business unit Vice Presidents for the Government
Systems (GS) division of Rockwell Collins, reporting directly to the Vice President of GS HR
Responsible for Human Resources consultation and strategy to an organization with annual revenues
of $2.9B and 4,000 employees across three continents
Partnered with HR domains to deliver critical thinking and solutions-based strategies in the following
areas; workforce planning, analytics, (executive) compensation (salary planning), talent management
& succession planning
Led multiple cross-functional teams to design and implement strategies that positively affected
employee engagement scores, retention and inclusion metrics during period of 10% CAGR in GS
Conducted merger & acquisition due diligence on four targets, assisting to successfully people
integrate two engineering firms (800 employees); established talent acquisition processes and HR
policies at two joint ventures

Rubn Alejandro Castillo Page 2

Senior Manager, University Relations, Talent Acquisition

Responsible for the development, implementation and execution of Rockwell Collins University
Relations strategy; all new graduate and intern hiring (entry-level engineers, co-operative
learning experiences, and faculty externships) during a downturn in business conditions
o Manage staff of five recruiters, recruiting across 25 college campuses annually (including
all Top 10 Engineering Colleges; filling 700 positions in fiscal year with a budget of $2M
Partner with HR, Engineering, and Business Unit Leadership to develop workforce plans and
subsequent talent management (attract, retain, develop) strategies for critical engineering
domains; implemented Engineering Rotation Program for key disciplines

Senior HR Generalist (Employee Relations)

Provided HR support on employee relations matters to employees across various locations

Responsible for the implementation of HR programs and adherence to policies across designated
locations encompassing 1400 employees, including corporate HQ office
Ensured the integrity of talent management processes by partnering with engineering leadership on
people development

Equal Opportunity/Affirmative Action and Diversity Program Manager

Managed and administered Rockwell Collins 27 Affirmative Action & EEO Programs
Project lead responsible for design & implement of the RC Diversity & Inclusion Scorecard
o Cadenced CEO and Executive Team quarterly on Diversity & Inclusion progress
Accountable for managing all Department of Labor & Office of Federal Contract Compliance
procedures / audits
Project Lead for launching RC Employee Networks (i.e., employee resource groups)


2002 2005
Muscatine, IA
$2billion firm that serves as the worlds second largest marketer and manufacturer of office furniture and hearth
products, 10,000 employees across its nine operating companies.
Member and Community Relations (HR) Generalist, Allsteel

Responsible for employee relations matters at HQ and manufacturing facility, ~1000 employees

Workforce Development Specialist, HNI

Responsible for monitoring the organizations workforce diversity and inclusion programs
o Reported to the Vice President of Organizational Development


1999 2001
Davenport, IA
Commenced as an Intern, subsequently hired as an HR Analyst within the Wealth Accumulation Department; focused
on analytics and workforce planning metrics

Master of Business Administration Strategy, Finance, Marketing
Bachelor of Science International Business

Evanston, IL
Davenport, IA

Senior Professional in Human Resources (SPHR) designation
(Former) Commissioner, State of Iowas Division of Latino Affairs (Governor-appointed, from 2009-2011)
Bilingual; fully proficient in Spanish and English

Ileana Castrillo
1605 Euclid Ave. Apt C-2, Miami Beach, FL 33139
(786) 223-0882

Published author and expert in technology-driven business process improvement. Industrial engineer with 12 years of
experience successfully leading global, large-scale system implementations that help IT organizations better serve the
needs of the business and become a key strategic partner. Currently pursuing an executive MBA from Northwestern
University's Kellogg School of Management.

Program Management
Process Improvement
Enterprise Architecture

Project Leadership
Client Relations
Business Intelligence

Business Development
Sales and Compensation
Mergers & Acquisitions

CITRIX SYSTEMS, INC., Ft. Lauderdale, FL
Business Relationship / Program Manager, Solutions Delivery Go-To-Market Portfolio (2012 Present)
Responsible for the successful completion of all Sales-driven initiatives worldwide, including Citrixs highest priority
IT projects amounting to $8 million in capital investment per year.
Led a team of 50+ cross-functional resources through the requirements, design and implementation of a
multi-dimensional territory hierarchy and management solution that enabled Citrix Sales to segment and
target its customer base in a previously unprecedented fashion. This 2-year program also delivered data
modeling capabilities and improvements in commissionable sales data quality.
Led the second project in Citrix IT to follow pure Agile methodology for developing a customized
SalesForce solution that delivered 55% - 60% in time savings associated with monthly and quarterly sales rep
and territory update processes.
Led IT work stream of the commissions processing system upgrade, consisting of a new configuration and
hierarchy that enabled the standardization of commissionable rules across regions. As a result, Sales
requested that the role be expanded, beyond IT components, to leading the end-to-end implementation.
Presented proposal for portfolio leadership positions, including a resource management pilot.
Recommendations were adopted by Solutions Delivery senior staff and implemented across all portfolios.
Evaluated performance and skill level of consulting resources and recommended business analysts for fulltime hire, who were subsequently converted, resulting in 22% growth of the team.
Business Relationship / Program Manager, Solutions Delivery Back-Office Portfolio (2011 2012)
Responsible for the successful completion of all Operations-driven IT initiatives, which amounted to $4 million in
capital investment and included solutions for Order-to-Cash, Procure-to-Pay and Supply Chain Management
processes. Accountable for the back-office integration of mergers and acquisitions and new product launches.
Recognized for the smoothest quarter end in recorded Citrix history as a direct result of collaborative, proactive planning and management of issues; end-of-quarter accounts for 30-40% of net order value.
Led the successful integration of acquired companies sales, services, products, and back-office operations
with Citrix standard processes/systems against aggressive product announcement timelines.
Drove the adoption of a process hierarchy for defining scope and business impact of IT initiatives.
Developed methodology to objectively measure the benefit of process improvement initiatives, including IT
automation projects, and drove adoption of the methodology, which was incorporated into the Citrix IT
Project Life Cycle.
Streamlined the product launch readiness processes, resulting in time savings of 80% across 6 business units
and a higher level of accountability for driving the qualification and delivery of IT requirements.
Participated in QBRs and presented quarterly updates to the VP of Operations and direct reports.

Ileana Castrillo Page 2

Sr. Business Process Architect, Enterprise Architecture (2008 2011)
Provided leadership, knowledge, and experience toward creating, maintaining and communicating the Enterprise
Business Architecture to ensure business alignment with IT Solutions. Applied process expertise to formulate
improvement recommendations, develop new processes, and provide guidance throughout their implementation.
Established the Business Process Architecture team, defining its vision, mission, methodology, and engagement
model; implemented Business Process Modeling Notation (BPMN) as the process modeling standard.
Led large teams through process analysis and design of several business processes, including capturing all ERP
processes and designing future processes for the SAP upgrade.
Led a team of 20+ cross-functional resources through process analysis, requirements, design and implementation
of a multi-system, multi-departmental sales commissions processing solution. The implementation resulted in
significant improvements in data accuracy, a reduction in the number of monthly manual adjustments required
and 200-350 hours saved per quarter.
Developed strategy for an Enterprise Architecture repository, including vendor selection focusing on business
process management (BPM). Implemented enterprise-wide process hierarchy based on Zachman and TOGAF
principles, as well as SAP Solution Composer and the American Productivity & Quality Center (APQC).
Presented process improvement findings and best practices at the International Institute of Business Analysis
(IIBA): ROI for Contract Management Solution, Six Sigma Overview and Case Study: Process Analysis.
Business Development Manager, Citrix Consulting (2006 2008)
Led revenue-generating activities working closely with Enterprise and regional Sales teams. Drove services sales
cycle, client relations and project staffing decisions while managing complex consulting engagements.
Developed new products training for more than 3,000 attendees at the Citrix annual global partner conference.
Created and delivered project management training to North America and Brazil consulting teams.
Led recruiting activities and improved the process to ensure skill sets were properly captured and validated.
Principal Consultant, Citrix Consulting (2002 2006)
Led 20+ custom and full-life cycle implementations of Citrix products for large customers. Managed customer
relationships and drove project delivery while coaching and mentoring team resources.
Positioned and sold over $2m in Consulting Services for a large health care organization - the largest Citrix
Consulting deal for the region in two years - as a direct result of project performance and ongoing customer
relationship management.
Traveled extensively to conduct client engagements and drive standardization of Citrix consulting methodology
across company geographies (e.g. APAC, EMEA and Canada).
Led the first implementation of an accelerated technical training and certification program for college new hires
that is still in place today.
Executive Master in Business Administration, degree expected December 2013
Bachelor of Science in Industrial Engineering, Management Concentration Cum Laude, 2002

Publication: Rountree D, Castrillo I, The Basics of Cloud Computing: Understanding the Fundamentals of Cloud
Computing in Theory and Practice: Syngress, 2013
Technical Review: Rountree D, Federated Identity Primer: Syngress, 2012
Organizations: Project Management Institute (PMI), South Florida Technology Alliance (SFTA), International
Institute of Business Analysis (IIBA), University of Miami Alumni Association Board of Directors
Certifications: Business Process Management Notation (BPMN), Six Sigma Green Belt, Microsoft Certified
Systems Engineer (MCSE), Citrix Certified Sales Professional (CCSP), Citrix Certified Administrator (CCA),
Citrix Certified Enterprise Administrator (CCEA)
Fluent in English, Spanish, French, Italian, and Portuguese
Dual Spanish and US citizenship status

Nanji Chandra

155 Miles Dr., Salisbury, NC H: 860.432.5182 M: 414.418.9340
Technology Executive and Turnaround Specialist. Global experience with strong cross-cultural business and
communication skills, working and traveling internationally (40+ countries on 5 continents) leading consulting,
outsourcing and strategy engagements in varied industries. Ability to engage from strategic vision through tactical
Areas of expertise: Strategic Planning, Investment Analysis, Best Practice Guidance, Compliance, Risk Mitigation,
Change Leadership, Cross-Functional Group Leadership, Offshore Team Leadership, Client Relations,
Offshore/Onshore Sourcing, Captive Delivery Models, Strategic Partner/Vendor Management.
Project Management Professional since 2006 (PMP), Six Sigma Black Belt (2009), Certified Scrum Master (2010),
FAA Certified Multi Engine Instrument Pilot.
Executive MBA, Kellogg School of Management, Northwestern University, Evanston, IL, expected 2014
B. Eng., Electronics and Communication, Bangalore University, Bangalore, India

Drove a complete reorganization of Delhaize Americas Client, Retail and Enterprise Platforms in an 8 month
period driving increased efficiencies, improved risk posture and service levels
Turned around a failing IT Ops organization within Cigna and turned it into a high efficiency, proactive, high
performance team with an over 230% productivity improvement. The group is now considered an enterprise-wide
Developed and implemented a new outsourcing strategy that reduced offshore outsourcing costs 39%,
increased on-time delivery and quality 63%, and cut go-to-market time several-fold as Global Product
Development Manager for Danaher/Veeder-Root delivering multi-million dollar savings.
Reengineered a failing Global Disaster Recovery Program for ManpowerGroups Global IS group while
simultaneously reducing annual test costs by 27%.
Conceived, Planned and Managed an Operational Excellence Program: an ITIL Framework implementation for
the Dept. of IT - State of Connecticut resulting in a 37% improvement in customer satisfaction, 73% reduction in
the number of critical incidents and lowered downtime of mission critical State Public Facing Apps by over


2013 - Present
Leading international grocery retailer with presence in North America, Europe and Asia (NYSE:DEG)
Director IT Platform Engineering
Brought in to Delhaize America at a time of organizational crisis to provide leadership and help turn around
Delhaizes US Platforms organization.
Trimmed organization from ~100 contractors and FTEs down to 16, outsourced Build and Run functions to IBM
while retaining thought leadership and design while significantly improving the organizations risk profile and
systems availability
Negotiated and completed three strategic outsourcing agreements within an 8 month period resulting in ~$10m
in annual savings to the organization
2011 - 2013
World leader in innovative workforce solutions (NYSE:MAN)
Global Director IT Service Management and Disaster Recovery
Hired as a thought leader by ManpowerGroups Global CTO to help turn around a global IT Service Management
organization from a fragmented, globally dispersed group into a highly integrated, well organized team providing
seamless services to the enterprise.
Created an Operational Excellence strategy to help ManpowerGroups Global Technology Services group turn
into a lean and highly efficient provider of IT services. Drove the renegotiation of Critical SLAs with IBM drive

Nanji Chandra Page 2

down costs and increase service quality. Implemented ServiceNow replacing a legacy Enterprise Service
Management system
Decreased North American and Global Disaster Recovery Test costs by 27% and reduced Recovery Times for
mission critical applications by 34%.
Drove a staff reorganization effort reducing staff costs by 43% resulting in a $20 Million saving


2007 - 2012
President, Management Consultant IT Ops / Service Quality
Multiple Consulting Engagements - Transition to Agile, Outsourcing Advisory, Program Management. Key
Engagements, Projects & Results:
CIGNA Healthcare: Increased team productivity measured using a composite KPI by 230% by identifying
process, tool and personnel bottlenecks and driving requisite changes. Replaced existing outsourcing vendor
for Tier 1 Support with a new, better aligned vendor resulting in a 32% cost saving while doubling service
coverage. Developed a KPI reporting discipline called Metrics that Matter to drive organizational focus
towards the results that carry the greatest business impact.
Travelers Insurance: Took over and turned around Genesys Automatic Call Distributor Upgrade. Managed
team of 10 and $2 million budget. Brought struggling project back to life finishing 2 weeks early and on budget.
2009 - 2010
Provider of environmental regulatory compliance technology services to the oil & gas industry (NYSE:DHR)
Global Product Development Manager
Hired to rescue a troubled global software development and testing outsourcing/offshoring program, drive strategic
applications development, and lead data-driven process improvement initiatives.
Developed and executed an entirely new outsourcing strategy, which reduced offshore/outsourcing,
costs 39% and increased productivity 63% (as defined by on-time delivery and quality). Opened a new
captive development center in Argentina and leveraged vendors in India and South America.
Implemented and drove adoption of a distributed Agile-Scrum methodology across the organization,
which increased productivity 63% and brought accountability to remote teams.
Established final assembly facilities in Italy in under 4 months to take advantage of significant revenue
opportunities and preferential EU tax treatment
LANTERN CORPORATION (now a part of 3I InfoTech), Roswell, GA
2004 - 2008
IT infrastructure provider, Technology Consulting
Senior Manager Technology Consulting (2005 to 2008)
Program Manager (2004 to 2005)
Managed various IT and outsourcing projects at client sites. Supervised and coached teams on project discovery
phases, as well as full project lifecycles from initiation through successful delivery. Key Projects & Results:
Department of IT, State of Connecticut- ITIL Implementation: Results include 37% improvement in
customer satisfaction, 73% reduction in critical incidents, and 300% reduction in downtime for mission-critical
ITT Corp.: Designed outsourcing strategy and led 5-person team that delivered winning proposal with cost
savings through outsourcing, process improvements, and infrastructure rationalization/consolidation.
Audible Inc. (acquired by Brought in to seamlessly transition IT operations from an internal
team to an outsourced global delivery model to support company's rapid growth and scalable technology
requirements with minimal impact to company's 5 million end users. Led 21-person team for 15 months on the
$8.5 million project. Results include a robust operational process with 99.9% site availability (up from 95%),
70% lower mean time to repair (MTTR), and 80% reduction in severity 1 outages.
Washington Mutual Bank: Directed 6-person team on data center migration feasibility analysis and strategy
Start-up venture involving cutting-edge technology on Smart Cards
Founder / Director / Project Leader
Launched and grew a new technology venture to 15 employees and $2 million in sales. Customers included
retailers, educational institutions and government agencies in India, Singapore, Malaysia, Sri Lanka, Maldives and
other countries. Company acquired in early 2004
Startup focused on eBusiness and eSecurity solutions
Senior Systems Analyst / Pre-Sales Business Development

2000 - 2001

1609 Bear Crossing Cir. Apopka FL 32703
Phone: 352-246-6324
Seasoned Technology Leader, Entrepreneur and Dealmaker with 14 years of experience in managing high
energy, fast-paced IT operations with teams and infrastructure spread over multiple continents. Diverse
experience in partnering and deal-making with Venture Capitalists, Private Equity and "Old money" as C-Suite
officer of a string of high growth companies.

2009 2013
Chief Technology Officer/Founder
Fully responsible for teams assigned with design, development and deployment of web applications,
API, iPhone/iPad apps, Android apps, and Facebook apps for several products in the Educational and
Greek Services domain.
Created, trained and led a team of program managers, designers, software engineers, and testers spread
over three continents, increasing software production 900% over 4 years.
Headed business development, branding, social presence, and marketing functions to explore new
horizontals resulting in a 500% increase in brand awareness and social presence over the last two years.
Negotiated favorable multi-year contracts and tightened vertical integration with technology partners
including Akamai, 4info resulting in significant supplier costs and disaster response times over
previous years.
2003 Present
Senior Programming Lead
Headed the cross-functional team comprising of sales, marketing and customer experience personnel to
analyze causes of high bounce rates and oversaw deployment of advanced analytical tools to gain
insight on customer navigation behavior resulting in 76% reduction in bounce rates and 45% reduction
in marketing spending, and 36% increase in customer signups over previous years.
Led team from IT, Operations and Customer Support functions to develop training artifacts and conduct
problem analysis sessions resulting in reduction of new hire training lead-time by 65% and reduction in
customer support incidents by 53% over previous years.
Led design, development and maintenance of Cloud hosting solutions with teams comprising of two
project managers and nine developers spread over three countries, accounting for over $1.2 million in IT
Oversaw development, deployment and maintenance of web-based systems for multiple product lines
including shared hosting, dial up, VOIP phone systems, dedicated servers, and virtual servers.
Assisted the CEO on strategic analysis of new entrepreneurial ventures, and vertical acquisitions.
Assisted with analysis of pricing and product placement strategies, to facilitate decisions on allocation
of marketing spend.
2000 - 2001
Software Engineer
Led a team of ten designers and six software engineers to develop high-level design requirements for a
turnkey project for a travel industry titan, accounting for $9 million in revenue, and secured customer
sign-off within 80% of allotted timeframe.

Ritesh Chaube Page 2

Successfully oversaw design and development of numerous domestic software projects with team sizes
of five to ten software engineers using Weblogic, JSP, EJB, PERL, Oracle 8i within 90% of assigned
timeframe and resources.


1998 - 2000
Executive (ERP-Manufacturing & Operations)
Managed 80 workers, eight supervisors and four engineers to independently oversee the execution of
capital equipment projects for major refining segment clients accounting for over $3 million in
revenue. Achieved targets using 85% of allocated resources by thorough planning and project activity
Served on the team that implemented Project Management, Manpower Scheduling and Materials
Planning using BaaN enterprise resource planning suite resulting in 65% reduction in rework, 33%
improvement in throughput, 23% reduction in manpower downtime and 45% reduction in inventory on

MBA, Strategy & Finance, Kellogg School of Management, Northwestern University, expected Dec 2014
MS, Decision & Information Sciences, University of Florida, May 2003, GPA: 3.86/4.00.
Bachelor of Engineering, Mumbai, India, May 1998, Merit scholar, First Class with Honors.
Diploma in Engineering, Mumbai, India, May 1995, Merit scholar, Graduated Top of the class.

Technical Skills
Computer Languages and Technologies: C, C++, PHP 5, Perl 6, COM+, ASPX, C#.Net Framework,
VB/VBScript, JQuery/JS, Python, R statistical software, Object definition language, J2EE, Java Beans,
Servlets, JDBC,JSP, EJB.
Knowledge Analysis: Machine learning algorithms, neural networks, and personalization models.
Servers: Weblogic, Jboss, Tomcat, Websphere, Apache.
Databases: SQL Server, Oracle, MySQL, Matisse OODB, PostgreSQL.
Filesystems: ext4, ZFS
Key/Value Stores: Redis, Cassandra, CouchDB
Virtualization: KVM, ISCSI over Infiniband, Libvirt
Turnkey IT Setups and operations with Amazon Web Services, Rackspace, Google Cloud
U.S. Patent # 2011/0218846 Systems and methods for tracking referrals among a plurality of members
of a social network,, issued Sept 2011.
2010 Cade Prize for Innovation, et. al.
YCombinator Class of Summer 2012
Certificate of Excellence at Infosys Technologies Ltd.
Certificate of Merit for first rank in both years of Engineering.
Merit Scholar, University of Mumbai.
Cloud Advisory Council OEM Cloud Technology Initiative Widely adopted spam prevention list
CIO/CTO Leadership Council
Alliance for Nonprofit Management
Society for Nonprofit Organizations


13305 W. Burleigh Road #4, Milwaukee, WI 53005 | Mobile: 414-232-1190 |



Experienced, collaborative, results-oriented leader with expertise in leading clinical and analytical teams to
transform reliable data into meaningful information for improvement, program evaluation, demonstration of value
and publication/presentation; Skilled at facilitating organization-wide initiatives, removing barriers, team building
and efficient processes.

Ranked in top 5 of Childrens Hospitals in the nation by Parents magazine in 2013. Provides primary care,
specialty care, urgent care, emergency care, community health services, and foster and adoption service.
Director, National Outcomes Center (2012-Present)
Leading a team of RNs, statisticians, outcomes specialists and assistants in outcomes studies and projects
which support partnerships with national colleagues, support medical leader priorities for outcomes
measurement and support the strategic plan. Report to Chief Medical Officer, Vice President, Quality.
Major Accomplishments:
Co-leading the multi-year system-wide Balanced Scorecard Quality initiative to improve
immunization rates, demonstrating improvement for four years in a row to date.
Leading a team to develop and implement a multi-center registry for congenital heart disease (eight
national centers) to describe and improve care for children with congenital heart disease.
Director, Outcomes (2007-2012)
Returned to Childrens to lead a team of RNs, statisticians, outcomes specialists, data and decision support
analysts and assistants in hospital quality reporting and outcomes analysis projects which support medical
director outcomes priorities and the strategic plan.
Major Accomplishments:
Raised the department employee commitment survey results from Tier 3 in 2006 to Tier 1 in 2007.
Developed and implemented the system-wide balanced scorecard service excellence measures.
The Academy of Nutrition and Dietetics is the worlds largest organization of nutrition and dietetic professionals.
The Academy's over 75,000 members help shape the food choices and impact the nutritional status of the public.
Director, Quality Management
Opportunity to lead the national membership in defining standards and scope of professional practice and to
represent and lead the membership in national quality initiatives.
Major Accomplishments:
Lead a national initiative to define and document professional and technical standards of practice.
Represented the Academy at national forums (e.g. National Committee for Quality Assurance, The
Joint Commission, and American Osteopathic Association).
Co-authored professional publications and communications.

Maureen Collins Page 2



Program Manager, Quantitative Health Sciences (2003-2005)

Promoted to management role. Developed the new section of the Medical College of Wisconsin,
Department of Pediatrics. Reported to the Section Chief. Recruited statistical and support staff;
Established procedures; Developed budget. The section completed up to fifty projects in the first year, the
majority published or presented. Performed this role in addition to the outcomes specialist role.
Outcomes Specialist (1999-2005)
Learned new skills through new position. Coordinated operational definitions, training and inter-rater
reliability for a national multi-center pediatric critical care registry; Quality of life / outcomes studies.
Clinical Dietitian (1990-1999)
Provided clinical nutrition support primarily for neonatal and pediatric intensive care patients.


Clinical Dietitian
Provided clinical nutrition support primarily for intensive care, pediatric and closed head injury patients.

Master of Business Administration, degree expected June, 2014
Focus on US Healthcare, Innovation Strategy, Decision Analytics, and Aligning Incentives.
Master of Science-Clinical Nutrition, 1998
Bachelor of Science-Dietetics / Registered Dietitian, 1988


Leadership Strategies for Evolving Health Care Executives, 2011
Building a Quality Measurement System that Works, 2010
Measurement, Design and Analysis Methods for Health Outcomes Research, 2009


One international presentation, two national presentations, and 18 peer reviewed publications.
Treasurer, Board of Directors, Exchange Club of Greater Milwaukee for the Prevention of Child Abuse.
Volunteer reviewer, Institutional Review Board, Childrens Hospital of Wisconsin.

Daniel J. Consigli
9731 Coronado Lake Drive Boynton Beach, FL 33437 Mobile: 617.943.5003
Results oriented, decisive, and innovative leader with more than 15 years of extensive management experience in
finance and operations in the financial services industry Confident leader, strong organizational and presentation
skills, strategic thinker and planner International experience in managing divisions in Europe, India, South Africa,
Australia and Latin America Executive MBA from Kellogg School of Management, Northwestern University
2010 - Present
Finance and Operations Executive SVP
Division Chief Operations Officer and Finance Officer for the business lines of Private Banking, Corporate lending,
Commercial Real Estate lending, Branch Teller and International Latin American Private Banking with full P&L
responsibilities of $325mm in assets and $740mm in deposits. Major responsibilities include: management of
division, strategy and marketing of products and services for the business unit; finance functions of revenue and
expenses management, budgeting, forecasting, and variance analysis for division; operations in the division
supporting business including staff management, regulatory reporting, compliance, audit, HR, and Technology
Brought financial stability to division, removed downgraded credit facilities from lending operations
Designed auditing and compliance standards and brought division from fair to well controlled audit status
Moved company from Federal Government cease and deceased status to active status with operational redesign
Implemented Sarbanes Oxley attestation and Dodd-Frank compliance programs
Installed a new branch capture system which increased operational productivity by 23%
Reduced divisional expense basis by 34% for stronger profit contribution
Designed and implemented disaster recovery solution and business continuity planning for region
2008 - 2010
Senior Consultant, Banking & Financial assignments
Key client assignments:
Consultant, Bank of America, Charlotte, NC: Managed Bank and Asset Management merger of Bank of America
and Merrill Lynch (2010)
Consultant, Peoples United Bank, US Travel: Senior advisor to executives on merger consolidation (2009 2010)
Consultant/Interim CFO, North Broward Preparatory Schools, LLC, Coconut Creek, FL: Financial Advisor of
P&L management, budgeting and forecasting. Developed new staff structure, hired staff. (2008 2009)
2003 - 2008
Division CFO/COO Managing Director, Boston, MA
Divisional Chief Financial Officer and Chief Operations Officer with oversight of 18 divisions globally, full P&L
responsibility of $850mm for SEC registered services division. Operational responsibilities included mergers and
acquisitions, operations and strategy. Financial Responsibilities included oversight of accounting, auditing, financial
planning, budgeting & forecasting, modeling, trending, tax management, and policy governance.
Managed teams globally across Europe, Asia, India, Australia and North America with proven management and
leadership style for 50 staff with 10 direct reports
Negotiated and implemented real estate expansion strategy in Boston region for 400 staff, 600,000 sq ft of space
Board of Directors- Officer duties and management of Legal Entity J.P. Morgan Investor Services Company
Assistant CFO/COO Vice President, Boca Raton, FL
Managed financial and accounting operations for Asset Management and Private Banking business
Responsible for mergers and acquisitions division, focusing on financial integrations of entities for Asset
Management and Private Banking lines of businesses of JPMorgan and Chase merger, and BankOne merger
Oversight of legal entity accounting, finance, treasury, regulatory reporting including 10K/10Q filings
Promoted to Division CFO/COO in Boston region

Daniel J. Consigli Page 2


2002 - 2003
Senior Consultant - Banking & Financial
Key client assignments:
Consultant, Freddie Mac, McLean, Virginia: Responsible for addressing the material weakness audit findings and
strategic advisory of finance division, lending operations, and asset management division.(2003)
Consultant, John W. Henry & Co, Boca Raton, FL: Provided financial advisement, strategic advisory, and
direction of operations. (2002)
1999 - 2002
Director of Finance & Operations
Managed and responsible for company-wide finance and operations for Asset Management firm; compliance, risk
assessments of operations and reporting to senior management Responsible for expense management, revenue
recognition, budget and financials for $4.4 million investment management business and mutual fund operations
Planned and merged operations and technology concerning the sale of business between Pioneer Investment and
UniCredito Bank, and including international travel
Implemented financial accounting software for firm
Design company wide disaster recover solution
Speaker and presenter at numerous conferences concerning financial industry issues
Market Data Finance Manager
Fund Accounting Analyst

1994 - 1998


Fund Accounting Analyst

1993 - 1994

Executive Master of Business Administration, Expected Graduation June 2014
BABSON COLLEGE, Entrepreneurial School of Management, Wellesley, MA
Bachelor of Science degree, majors in Finance, Investments, Economics, 1993

Affiliations: Securities Industry Association(SIA), National Investment Company Service Association (NICSA),
Office of Federal Housing Enterprise Oversight (OFHEO), Public Company Accounting Oversight Board
(PCAOB), Institute of Internal Auditors(IIA), Treasury Club of Boston, Florida International Bankers Association
(FIBA), and Beacon Council.
Financial Executives International (FEI) member FEI Awareness Committee board director
Board of Director Member J.P. Morgan Investor Services Co.


Strong technology knowledge and proficiency in software and systems

USPTA Certified tennis instructor, formerly USTA ranked tennis player, golfer, and trophy fly fishing guide

Joshua J. Coster
2350 North 90th Street, Wauwatosa, WI 53226

Cell: 414-534-0684

Operations leader and strategic business planner with 12 years of management experience. Proven track record
of maximizing resource utilization, process development and improvement. Strong leadership within both union
and non-union facilities, problem resolution, and accomplished customer interface skills across diverse cultures
and locations with international experience. Results oriented, decisive, and innovative leader who thrives in a
fast-paced environment while remaining pragmatic and focused. Lean certified. Executive MBA from Kellogg
School of Management.
Joy Global Inc., Milwaukee, WI
2010 - Present
$4.4B global firm based in Milwaukee, WI; manufacturer of both surface and underground mining equipment
Manager, OE Planning, International/Domestic Subcontract; Surface Mining Group
8/2013 - Present
Promoted into this position to create synergies between three distinct departments. Develop a strategic, longterm, subcontract plan for Milwaukee Operations. Align factories core competencies while developing and
leveraging our relationships with our subcontract partners.
Responsible for a total salaried staff of 21 team members supporting 3 distinct departments with operations
located in Milwaukee (Wisconsin) and Tianjin (China)
Materials and Planning Group (SIOP, demand planning/forecasting, inventory, new product development,
master production scheduling, capacity planning)
International and Domestic Subcontract Groups, 120 + domestic and international suppliers with $150M +
annual spend on fabrication, machining, and assembly (accountable for key performance indicators: Safety,
Quality, Delivery, Cost performance at each vendor)
Report directly to the Vice President of Global Operations
Logistics Manager, Surface Mining Group
2011 - 2013
Awarded this position to spearhead the implementation of the Logistics Organization within the company.
Operating at Director-Level with responsibility for a management team of 6 Managers and 245 indirect reports
(United Steelworkers) across a 24/7 operation on 3 distinct factory campuses. Manage an annual operating
budget of $28M, in addition to $4M capital projects. Overall responsibility for Warehousing (Inbound and
Outbound), Aftermarket Distribution, Transportation Department, Product Finishing Factory
(Paint/Pack/Ship)all focused on supporting both internal factories and external customers around the world.
Implemented new methodologies that provided improvements in past due backlogs, warehousing and
shipping velocities; decreased past due by $8.7M, improved all warehouse metrics on average 45-85%
Developed a functional strategy that involved frequent interaction with Senior Vice Presidents to achieve
streamlined operations to meet customer demand. Achieved go-ahead to implement strategy
Strategic Network Design Project; Key member of global team developing organizations future supply
chain strategy; analyzing warehouse and inventory optimization through global network across 6 global
regions (North and South America, Australia, China, Europe, and South Africa)
On Time Delivery Strategy Team; Key member of cross functional team working to improve organizations
OTD to 95%
Report directly to the Vice President of Aftermarket Parts and Service
Focus Factory Manager OE Product Finishing Factory
2010 - 2011
Responsible for a management team of 8 (production managers, factory planners, project managers), in addition
to 45 indirect reports across 3 distinct departments; support the final manufacturing process (paint, pack, ship).
Accountable for delivery of a $25-30M product to customers around the globe in particular, China, Russia,
India, Brazil, Australia, Canada, Chile, Peru, and South Africa
Established factory metrics and led daily operations; reduced lead time of final shipment time by 59%
Developed strategic approach to reduce safety incidents by 80%
Organized and led international audit team to improve upon departments quality and key delivery metrics
within the Australian and Canadian market
Led Kaizen events throughout factory, significantly reduced lead times while improving flow

Joshua J. Coster Page 2

Accountable for $5.8M of equipment; 80,000 square foot production space; $5.7M operating budget
Recruited to join Joy Global to establish and enhance logistics procedures and accountability

Caterpillar Inc., Aurora, IL

2006 - 2010
Operations Manager, Caterpillar Logistics Services Inc.
2009 - 2010
Managed both the inbound and outbound operations for third party logistics contract (Bombardier, Inc.).
Responsible for a management team of 9 salaried employees, in addition to 135 indirect team members.
Managed $660M aerospace inventory account; 250,000 square foot facility for external client
Six Sigma Process Owner responsible for leading continuous improvement programs that met division and
corporate goals; led projects focused on storage optimization and facility layout
Member of diversity counsel; accountable for employee development, leadership, and engagement
Production SupervisorManufacturing Operations
2007 - 2009
Responsible for a team of 33 skilled-trades employees (United Auto Workers); organized daily production and
build schedule for a $1-4M product
Certified Six Sigma Green Belt; implemented process improvements in lean manufacturing, initiated changes
in manufacturing and assembly process to reduce cycle time by 55%; initial cost savings of $365,700
Accountable for $82M of production machinery; 1.2M square foot facility; $7M operating budget
Increased both leadership and engagement scores within workgroup while decreasing safety incidents by 50%
Selected from department of 80 to represent company in Italy; liaison for managers at partner company
United States Marine Corps, Camp Pendleton, CA
1998 - 2006
Aviation Maintenance SupervisorStaff Sergeant
Trained and developed a team of 15 enlisted Marines within work center; coordinated operations actions.
Responsible for $3.6M of aviation assets; served as program manager for 4 distinct aviation programs.
Increased organizations material readiness from 24% to 96% by implementing training, licensing and safety
programs; reorganized and structured maintenance information database to maximize efficiency
Graduated number 1 of 20; awarded Honor Graduate from United States Marine Corps Leadership Academy
Ranked number 1 of 63 Sergeants on all performance evaluations completed by reporting officer for 8
consecutive years. Consistently promoted ahead of peers
Earned 3 Marine Corps Achievement Medals on 3 separate foreign campaigns for leadership and teamwork
Awarded 3 Marine Corps Certificates of Commendation for commitment to volunteer activities
International experience; completed 3 deployments to Japan, 1 to South Korea, and 1 to Iraq
Executive Master of Business Administration
Participated in Executive Career Acceleration Program



Bachelor of Arts in Business Management
GPA 4.0/4.0, Academic Honors, Deans List
Phi Kappa Phi Honor Society (top 7.5% of class) and Golden Key International Honour Society (top 15%)
Certificate of Academic Excellence; an honor received by 60 out of 29,000 students (College of DuPage)
Degree completed in 2009 while concurrently working full-time at Caterpillar, post USMC career
University of Kentucky, Lexington, KY; Lean Systems Certification, 2011
VolunteerCURRENT: Project Lead the Way, Junior Achievement, Bay View High School, Morgandale
Elementary, Anna Doerfler Community School, West Allis Central High School, Christ-St. Peter Grade
School (Math and English tutor), DePaul University (Alumni Mentorship Program), Wisconsin Lutheran
High School (Corporate Advisory Team; Student Career Fair; Agents of Change)

Guido DalAcqua
100 E Main St. Waukesha, WI 53186
Cell +1 (414) 324-9000


Enthusiastic business leader with extensive experience in developing and implementing strategic initiatives to
improve business processes globally. Depth of expertise in leading entrepreneurial-type projects across a range
of industries. Outstanding ability to link operations to overall business strategy using broad business exposure.
BS in Engineering and Kellogg MBA.

MBA, degree expected December, 2014.
Study abroad:
HKUST School of Business and Management, Hong Kong University of Science and Technology
Deal Making in China and Asia
Understanding Consumers
Recanati Graduate School of Business Administration, Tel Aviv University
Venture Capital
Product Management for Technology Companies
Bachelor of Science in Civil Engineering, 2004.

2010 - Present
Headquartered in the United Kingdom, GE Healthcare is an $18 billion unit of General Electric Company
Americas Productivity Program Manager (2014 Present)
Promoted into this role with the challenge to grow the program 10% ($15M OP + $1.5M Stretch). Drive and
implement the operational platform to reduce Service material cost in the Americas region. Lead a team of
analysts and warehouse operations to maximize material productivity and reduce fulfillment cycle time together
with 40+ suppliers. Work closely with Europe and Asia regions to drive process simplification, consistency and
best practice benchmarking.
Global Productivity Project Leader (2010 2014)
Developed the global material productivity strategy on MRI and X-Ray portfolio which represents $40M spent
annually. Led a high performance global cross-functional team throughout all phases of the project cycle from
engineering development to implementation. Ensured the project implementation complies with quality and
does not affect customer fulfillment. Took entrepreneurial challenges within a large organization with the
mission to drive the development and implementation of the material productivity strategy for Latin America.
The strategy was to create the infrastructure platform in Brazil to support the growing demand for service of
medical devices in the Latin America region. Potential savings of $2M/year in duties and transportation costs

Guido DalAcqua Page 2

and improvement in customer satisfaction. Partnered with a strategic GE U.S. supplier to open a branch in Brazil
in order to build the capability to service critical products for Latin America. This solution accelerated the
project implementation as IP barriers were overcome due to the partnership with an existing supplier that
already serviced the same products in the U.S.
Major Accomplishments:
In 2011, delivered $4.2M in variable cost productivity which represented 20% of the total material
productivity savings of the department.
Successfully completed 10 productivity projects synchronized with the launch of new products
delivering $1M in cost avoidance.
Drove the execution of the material productivity strategy for Latin America which created the platform
for GE to service medical devices in Brazil to attend Latin America demand that will save $2M/year and
increase GEs competitive advantage in the market.
VALE SA, Belo Horizonte, MG, Brazil
2005 - 2010
Headquartered in Brazil, Vale SA (NYSE: VALE) is the world's second largest mining company, the leading
producer of iron ore and pellets and the world's second biggest nickel producer.
Logistics Project Manager (2007 2010)
Led logistics infrastructure projects valued at $200M, ensuring safety, timing, costs and quality targets are met
throughout the development phase. Established project methodology, communication, and issue resolution
processes. Ensured work stream alignment with project plans, cross-team interdependencies, and overall
Major Accomplishments:
In 2008, named for an international assignment in China aimed at increasing integration between Vale
and its customers. Visited steel mills, coal mines, ports, railroads and energy plants located across eight
Led the capacity expansion project of Belo Horizonte railroad. CAPEX of $100M.
Rail Maintenance Planning Coordinator (2005 2007)
Developed the maintenance strategy of 8,000 Km of railroad involving engineering and operational areas;
Managed the execution of the maintenance plan across 8 states in Brazil. Led directly a team of engineer and
technicians to support the implementation teams in the field.
Major Accomplishments:
Led a very successful railroad preventive maintenance plan to face the rainy season. This plan delivered
a reduction of 45% train halts due to the rains.


Specialization in Railroad Engineering (PUC Pontifical Catholic University of Minas Gerais, Brazil).
Specialization in Project Management (IBMEC Brazilian Institute of Capital Markets, Brazil).
Native Portuguese speaker, fluent in English and Spanish.
H-1B U.S. work visa holder.
Passionate for travelling and learning about new cultures and people.

Michael G. Davis
14441 W. IL Route 60 / Lake Forest, IL 60045
Home 704-705-2319 / Cell 847-643-6237

Shared Services Director for $9B wholesale distributor. Currently on international assignment in Panama City,
Panama. Thirteen years of audit & consulting experience helping internal and external clients manage risk,
reduce cost, and optimize performance. Partner with senior management to provide independent advice
regarding operational, financial, and information technology-related trends and associated risks and
opportunities. Consulting experience across a wide range of industries, including Fortune 1000 companies in
retail, banking, manufacturing, energy, mining, communications and software. Skilled account / project manager
and business developer, as well as team leader & mentor. Simultaneously manage the execution of multiple
client engagements and project teams.
Master of Business Administration, degree expected November 2014
Bachelor of Arts (International Relations), August 2000

WW GRAINGER, Lake Forest, IL / Panama City, Panama
2011- Present
$9B global distributor of maintenance, repair and operating products (MRO), headquartered in Lake Forest, IL.
Director, Financial Shared Services, 2013 - Present
Currently on expatriate assignment in Panama City, Panama. Lead a group of 48 professionals responsible for
delivering best in class service to business partners through efficient transaction processing and innovative
business process solutions.
Director of Internal Audit, 2011 - 2013
Led a global internal audit practice with 29 professionals, including five direct reports. Under the direction of
the Audit Committee and VP of Internal Audit, managed financial, operational, and information technology
audits and risk assessments worldwide. Performed control-related due diligence reviews for company
acquisitions in Europe and Latin America. Recruited high performing team members and managed external
consultant relationships. Oversaw the implementation of Enterprise Risk Management and Continuous
Monitoring frameworks.
Major Accomplishments:
Led successful implementation of an enterprise-wide continuous monitoring framework and integrity
checks to assist management with compliance and improve operating margins.
Lead the overhaul of managements Sarbanes-Oxley compliance PMO, creating new efficiencies
including on-line training programs and automation of testing activities.
Co-led a management committee in the development of rewards and recognition programs for the
Finance organization, increasing awareness and consistency across the organization.

Michael G. Davis Page 2

In response to a changing company risk profile, managed the creation of new audit group focused on
government sales, regulatory compliance, and continuous monitoring.
Led special projects at the request of senior management, including due diligence on M&A transactions
and fraud investigations.

KPMG, Boise, ID / Santiago, Chile / Charlotte, NC

2004- 2011
Global network of professional firms providing audit, advisory and tax services with global headquarters in the
Director Advisory Services, 2009 - 2011
Advisor to mid-market and Fortune 500 clients, assisting them with complex issues regarding Enterprise Risk
Management (ERM), regulatory and compliance risk, project management, information technology, and
business process improvement. Simultaneously managed financial statement, operational and compliance audit
engagements. Negotiated fees, managed project realization and budgets for a $2 million client portfolio.
Recruited high-performing college campus and experienced hire professionals.
Major Accomplishments:
Selected for an international rotation to Santiago, Chile to lead the formation of the Risk Advisory
practice of KPMG Chile (2007-2010)
Led a successful initiative to grow KPMG Chiles Information Risk Management practice from 18,000
to 30,000 hours.
Built the KPMG Chile Information Risk Management group through recruitment and management of 4
direct-report managers and 20 indirect-report audit staff. Led initiative to create specialized, industryfocused teams.
Managed client engagements teams and relationships with over fifty clients spanning various industries,
including SEC foreign filers.
Leader of the first Advisory/Consulting team located in the KPMG Boise, Idaho office (2004-2007).
Successfully recruited a team of consulting professionals to serve clients throughout the Pacific
Guided two Fortune 500 companies through the year one Sarbanes-Oxley compliance process.
Consistently rated as an Exceptional Performer (EP). Recipient of Make it Count business
development award for consecutive 2011 quarters.
The world's seventh-largest container transportation and logistics company, APL operates a fleet of 153
container vessels.
Internal Auditor / Senior Auditor Audit & Advisory Services, 2000-2004
Conducted risk-based operational, financial and IT audits of the companys agencies and terminal operators in
Latin America and the US East and West coasts. Performed data analytics and audit testing using tools such as
ACL. Provided PMO support and systems development lifecycle reviews for a major software implementation
at APL Logistics in Great Britain and the Netherlands. Implemented the COSO and CobIT control frameworks
across the enterprise.

Between 1994 and 1996, lived in the coastal and central regions of Colombia as volunteer missionary.
Bilingual fluent in Spanish with extensive international and cross-cultural integration experience in
Latin America.
Certified in Risk and Information Systems Control (CRISC) / Certified Information System Auditor
(CISA) / Certified in the Governance of Enterprise IT (CGEIT)

Ganesh Devarajan
Phone: 315 450 2827 E-mail:

1707, Garand Dr. Deerfield, IL 60015

A highly accomplished, Forward-thinking Security Research and Development executive with over 11
years of experience in the following areas
Information Assurance
Product Development & Delivery Software Development
Application Security
Process Improvement
Systems Integration
Security Solutions Architect Business Leadership skills.
Market Analysis
Research & Development
Strategic Planning
IT Operations

Senior Manager, Accenture Chicago, IL

Senior Security Architect, Scottsdale, AZ

Mar 2010 to May 2013

Managed the development and the vision of all the GoDaddy security products along with the Research
and Development of the Managed Security Services that GoDaddy is offering.
Responsible for the following Product Development Teams yielding over 96 Million dollars annually PKI SSL Certificates, Code Signing Certificates, Website Protection Site Scanner/Malware Scanner,
Website Risk Assessment, Internal Security Automation, Quality Assurance for all these Products
Lead the development team to build Internets Reputation score Building a master list of all the
malicious IP Addresses in the world and auto quarantine them from the GoDaddy network. This helps
mitigate 5-8 Million attacks per hour on GoDaddy.
Process Improvement Led a team of Executives for the COBIT initiative for process improvement and
defined a GoDaddy standard. Applied those standards to the Data Center Operations, Networking
Operations, and the entire Development Organization across 50 Product teams.

Security Researcher, TippingPoint Inc. HP, Austin, TX

Jun 2013 to Present

Currently working with the C-Suite to manage and develop a strategic plan for a large natural resources
client in Texas to improve their overall security posture. My teams are implementing Threat &
Vulnerability Management, Security Incident & Event Management (SIEM), Data Leakage Protection
(DLP), Identity & Access Management (I&AM), IT Governance and Process Improvement initiatives. We
also have a 24/7 Security Operations Center.
Managing a team assess the security posture for a large Semiconductor company.
Currently helping a large media company on the West coast to harden their network and the applications
after a breach. The project involves Firewall rule hardening, integrating with SIEM, Web Application
Firewall (WAF), file integrity monitors and implementing better secure development process.
Helped architect the DMZ network with high security inputs for a major utility company on the east
coast. The design included network segmentation and workflow segregation, WAF, Reverse Proxy,
Helped define a new DDoS mitigation service that has both inputs and feedback on Security analytics and
active defense to better protect the customer infrastructure.

Nov 2005 to Feb 2010

Led the research and development of The IP Reputation service product line. Estimated projection for
the first year in revenue was over 80 Million
Lead security researcher for Critical Infrastructure (SCADA) Network Instrumental in the development
of all SCADA filters for TippingPoints IPS. Developed tools to simulate various SCADA protocol
Researched the latest known vulnerabilities to write filters for the TippingPoint Intrusion Prevention

Developed tools and Reverse Engineered applications to find new Vulnerabilities in popular applications.
Peer to peer network researcher Assessed various P2P network traffic and wrote filters for
TippingPoints IPS to block the communication between the nodes.

Senior Software Developer, Navisite Inc. Syracuse, NY

Aug 2005 to Nov 2005

Senior Software Developer, US Beverage Net Inc. Syracuse, NY

May 2005 to Aug 2005

Worked on the Americas Job Bank Project ( also was part of the team that worked on the
Katrina Recovery Jobs Website (

Developed automation software that would abstract readings from devices like Harpagon, which in turn is
connected to the Flow meters to determine the flow of beverage through the taps.

Research Assistant, The CASE Research Center, Syracuse, New York

Jan 2004 to May 2005

Research Consultant, Dolphin Technologies, Syracuse, NY

Jun 2004 to Dec 2004

Determination of Insider Threats in a Wireless Networking Environment

Digital Signature Schemes for XML Guard
Survivability of Components in Runtime
Role Based Hierarchical System for trusted Military Messaging System

Devised a solution using the XML Guard technology that would preserve the message integrity and
confidentiality when passing through different layers of security clearance.
BUSINESS, Evanston, IL
Executive Master of Business Administration
Master of Science in Computer Engineering (CGPA 3. 5)
ENGINEERING, Tanjore, India
Bachelor of Technology in Information Technology (74% aggregate CGPA 3.93)

December 2014
August 2005
May 2003

Executive Education, Driving Strategic Value from IT ITIL v3 Foundation Certification

November 2010
March 2011


8370407 - Systems Providing a Network Resource Address Reputation Service
PATENTS PENDING - 20 more patents have been filed

Fernando Diaz

10919 S. Avenue O, Chicago, IL 60617

(773) 491-4446

Dynamic higher education leader with nine years of Multicultural and Diversity experience. Track record in finding
creative solutions with limited resources. Focused on developing high impact teams that foster inclusion,
creativity, respect and goal-oriented results. Inclusive and innovative management style with emphasis on
teamwork and consensus building. Successful in establishing strategic initiatives and partnerships at the local,
national and international levels.

Executive MBA, degree expected December 2014
Social Service Committee Member
MA in Education Leadership and Administration, GPA 3.71/4.00, 2008
Intern: Harold Washington College, Student Services
Intern: Chicago State University, Athletics Department
BA in Political Science, minor in History, Summa Cum Laude, GPA 3.96/4.00, 2003
Presidential Scholar
Deans List (2000-03)
Political Science Departmental Award
Cesar Chavez Award (Community Involvement)
President, Organization of Latin American Students (2001-02)

2004 Present
Assistant Dean of Students (October 2013-Present)
Promoted to role of Assistant Dean in addition to continuing as Director of the Latino Resource Center. In the
Deans role, assist with the management of $5.5 million revenue generating budgets in Student Union and
Residence Hall, facilitate all planning, assessment and operations for five departments, develop division-wide
marketing plan including websites, collateral and social media, and oversee all university-wide student issues and
concerns. Coordinate all professional development and training
Led transition in Student Affairs between deans and directors of Housing and Residence Life
Developed strategic goals for DOSA in alignment with University Mission
Redeveloped Student Handbook
Director, Latino Resource Center (2010-Present)
Associate Director (2006-2010)
Assistant Director (2006)
Outreach Coordinator (2004 2006)
Responsible for designing and delivering cultural, social and professional development programming and
community outreach opportunities to enhance enrollment, retention, and graduation of the Universitys Latino
student body. Create and manage Operational Budget. Active member of the overall Student Affairs initiatives and
committees of the University. Provide ongoing benchmarking statistics and analyses to evaluate program
Presented Outstanding Alumni Staff Award by Alumni Association in 2013 for exceptional service to
University and success with LRC.

Fernando Diaz Resume Page 2

Doubled student participation annually for last three consecutive years by improving business operations
through training of professional and student staff, improved communications, tracking of students and
recruitment of staff/student volunteers.
Increased cultural programming by 38% without increasing costs by increasing number of alumni and
student volunteers and increasing the number of internal and external partnerships.
Expanded outreach partnerships by 68% from 2010 to 2011 when assumed Director position
Increased funding by 25% in 2010 when assumed Director position by reallocation of budgets and
partnering with internal and external organizations.
Renovated and expanded LRC offices in 2011, which led to a 50% increase of traffic in the Center
Fundraised and Awarded over $100,000 in scholarships to Latino students
Developed partnerships with universities in Chile and Spain

Assistant/Associate Director (2006-10)

Oversaw the day-to-day operations of the Center including the advisement of five Latino-based student
organizations; advisement of career planning, course selection, leadership and professional development of
Lobbied for legislation for HSIs and Latino students in state and federal levels
Increased corporate relations by 20% in funding of scholarships and professional development programs.
Spearheaded Latino Student Retention Programs that resulted in 5% higher retention rate of Latinos over
general population.
Implemented Professional & Leadership Development Programs in partnership with the United States
Hispanic Leadership Institute (USHLI), which led to a programmatic shift of LRC offerings with minimal
funding from internal or external sources.
Outreach Coordinator (2004-06)
Filled this newly created position to increase the pool the prospective Latino students.
Launched Latino Outreach Initiative Program that led to the expansion of prospective Latino students from
approximately 500 to over 3,000 in the span of two years.
2010 - Present
Co-Founder and Coach
Club provides competitive soccer training for boys and girls ages 4-12 in Southeast Chicago and Northwest
Oversee all planning, execution, operations, and assessment
Increased membership by 50% annually since inception in 2010 from 10 to over 160 in 2014 by recruiting
volunteer coaches and partnering with recreational clubs.
U8 Module Illinois License


Illinois Latino Advisory Council on Higher Education (ILACHE), Member

Hispanic Association of Colleges and Universities (HACU), Member
Pilsen Neighbors Community Council University Council Member
National Society of Hispanic MBA (NSHMBA), Member
Catholic Charities, Latino Advisory Council, Member
American Student Government Association (ASGA)
Chicago Dia de los Nios Parade Committee
United States Hispanic Leadership Institute
Illinois Hispanic Chamber of Commerce
Little Village Chamber of Commerce
NASPA, Member

451 West Huron Street, Unit 1512,
Chicago, Illinois 60654

Self-driven sales and business development strategist with senior executive leadership history and demonstrated track
record for leading new business, product and service development initiatives, creating and delivering unique business
models, and delivering consistent business growth and profitability. Astute analyst recognized for designing strategies,
formulating brand development opportunities, and increasing enterprise value. Key areas of expertise:
Business Development
Master of Business Administration, Management, degree anticipated 2014
Member, Gay & Lesbian Management Association, Consulting Club, Kellogg Cohorts, Real Estate Club
Bachelor of Business Administration, Management and Computer Applications, 1998
Sales Strategy and Business Development

2012 - Present

Raise.Com, Chicago, Illinois, 2012 2013 is a peer-to-peer online gift card marketplace.
Architected a new sales department, which included developing complex pitches, consulting a multitude of potential
partners, and creating strategic alliances in a new market space. Served as a trusted advisor to the CEO and COO on issues
relating to sales force interviewing/hiring, productivity, training, and process improvement.
Identified key players in the secondary gift card market and converted said prospects to paying customers by working
closely with the software engineering team to develop streamlined processes that focused on the customer experience.
This collaboration produced state-of-the-art tools to track key metrics of bulk sales accounts, accelerated large
transactions internally, and increased overall efficiency in the marketplace.
Procured, developed and maintained 40+ bulk seller clients that delivered double-digit growth to sales department
revenue during each month of my employment.
Initiated strategic partnerships with offline merchants that enabled new channels of revenue to the sales department.
Designed and implemented a customer survey pilot, followed by detailed regression analysis that yielded valuable
information about client decision making and expanding the target market.
Expanded the customer base significantly by creating an introductory packet to educate existing businesses on
additional revenue opportunity in the secondary gift card market. This starter-kit allowed potential clients to easily
connect to our open marketplace.
The Mortgage Law Group, Chicago, IL, 2012
The Mortgage Law Group is a consumer protection law firm based in Chicago, with 39 offices in the United States.
Constructed a new sales consulting division of an existing national law firm. Worked directly with firm partners to
establish an expansion strategy, determine target markets, implement CRM, and hire/train sales force.
o Established monthly sales goals and consistently surpassed benchmarks by defining and executing sound
strategy in planning, purchasing, and implementing a high volume lead generation processes.
o Increased ROI by using predictive CRM analytics and comprehensive data analysis to more effectively target
the needs and interests of potential clients on retaining mortgage legal services including loan modification
and foreclosure defense.


Page 2


2008 2011
Realm is a Chicago-based, independent real estate brokerage firm.
Founder/CEO and Managing Broker
Created to sell newly constructed homes and condominiums developed by Ferro-DiPiazza, Inc. Oversaw a team of 6 real
estate agents representing both buyer and seller clients; implemented a robust telemarketing component which involved
purchasing leads, scripting sales pitches, defining and achieving sales quotas, and intense training and development.
Transformed the brokerage into a foreclosure and short sale specialty office after the real estate market downturn in 2008;
established a Financial Solutions division that researched and provided financing options for buyers affected by the
tightening of the mortgage industry. Maximized the potential of an independent real estate brokerage during a down
economy by implementing strategy, combining cutting-edge technology and traditional customer service, and identifying
and capitalizing on ancillary service offerings; founded and operated the firm.
Garnered the Certified Accredited Buyers Representative (ABR) designation from the National Association of
Realtors (NAR) awarded to the top 5% of agents nationally.
Designated a Certified Short Sales & Foreclosure Expert by the NAR.
Earned recognition as a Certified GREEN Property Specialist by the NAR.
FERRO-DIPIAZZA, INC., Chicago, Illinois
2006 2007
Ferro-DiPiazza is a local general contracting and real estate development company.
Junior Vice President & Project Manager
Joined established family-owned contracting and development business as Partner and Project Manager. Ensured smooth
running real estate development projects by aligning construction projects with strategic business objectives. Spearheaded
all phases of multiple construction projects; included scheduling labor, materials delivery, and equipment operation.
Established and cultivated sound relationships with numerous professionals including alderman, city inspectors, and
planning commission members. Directly involved in daily activities of approving vendor invoices for payment and
verifying costs against estimates and specifications.
Project managed residential development projects yielding $50+ million in sales; included single-family homes,
townhomes, and condominiums.
Oversaw the development of the $80 million Astoria Tower in Chicagos South Loop neighborhood, and Hudson
Huron, a $30 million residential building in Chicagos River North neighborhood.
CROBAR WORLDWIDE, Chicago, Illinois; Miami, Florida; New York, New York
2003 2005
Crobar is an international nightlife entertainment company that is based in Chicago.
Marketing Director
Managed this entertainment organizations marketing strategy by coordinating corporate marketing programs through its
headquarters in Chicago and implementing these programs in its Chicago, Miami and New York City venues.
Facilitated ~ $40 million in annual sales in 2004 through music, fashion, and society platforms.
Planned and executed a $1 million advertising campaign utilizing digital and traditional media for simultaneous grand
Increased web traffic 700% by spearheading the launch of a promotional web site that showcased all venues.
LEO BURNETT / STARCOM WORLDWIDE, Chicago, Illinois; New York, New York
1998 2002
Outdoor Market Specialist (2000-2002)
Selected, negotiated, and purchased billboard, wall, transit, and Times Square advertising space for all of Leo Burnetts
60+ clients that targeted locations in or around New York City.
Negotiated ~$200 Million in outdoor media annually.
Developed outdoor marketing campaigns and garnered award-winning locations for GAP, Banana Republic, Miller
Brewing, Disney, Delta, and Proctor & Gamble.
Media Buyer / Planner (1998-2000)
Ascertained clients needs by meeting with them regularly to discuss strategy, target demographics, timelines, and
available inventory; worked with vendors to fulfill client goals.
Planned and negotiated ~$2 Million in media for launch of Northwestern Memorial Hospitals new replacement
hospital and ambulatory care in 1999.
Planned and negotiated ~$8 Million in media for launch of,, and


200 N. Jefferson St., #1101 Chicago, Illinois 60661 (773) 738-9399

Dynamic financial professional possessing a proven track record of entrepreneurial experience seeks to utilize
expertise in Operational Streamlining, Alliance Building, Relationship Cultivation, Strategic Financial
Management, Policy & Procedure Development, and Compliance to drive
profitability within a progressive organization.


Operational Optimization Able to adapt to all emergent situations, directing resources

where required to meet goals. Maintain well organized teams, cross training all staff to be the
most effective. Cultivate awareness and self actualization of personnel, building increased
investment in operations. Implement policies & procedures to enhance efficiency.
Relationship Management Highly experienced in assessing true needs and expectations,
building lasting professional relationships. Collaborate with key internal and external
assets to drive profitability/reduce costs through strategic partnerships and alliances.
Process Implementation Possess a proven ability to anticipate unique requirements or
potential roadblocks in all situations. Continually develop back-up plans to minimize
downtime and deliver exceptional results; streamline communication and implementation
channels to quickly/effectively meet client and organizational needs.


Director of Finance/Controller





2007 to Present

Report directly to the Board of Directors, combining assets to leverage and maximize
investment opportunities as well as returns.
Manage a portfolio of assets that include significant ownership in financial services, cable
television, sport franchise companies, private equity placement, real estate holdings, hedge
funds, and securities.
! Directly oversee an active portfolio of investments, ensuring their performance meets
expectations and making recommendations to Board.
! Oversee HR functions, negotiating benefits and establishing company policies & procedures.
! Manage the family office, assisting in estate and tax planning.
! Recommended ways to enhance structure and discipline for investment analysis, decision
making, and office operations.
! Conducted due diligence and quantitative analysis, structuring transactions and
reviewing/negotiating legal documents; communicated directly with investment committees
and other investors.
! Developed relationships with key leaders in each investment to build an effective channel
of communication.





Staff Accountant/Assistant Controller

Collaborated in management of financial operations, managing a team of six staff members.
Oversaw accounting, operational management, and reporting, while streamlining operations.
Performed internal audits, including: analysis of operations, identification of potential
business problems, and consultation regarding accounting issues.
! Achieved a cost reduction of 20% through key operational enhancement to finance/operations.
! Coached employees, resulting in significant improvements in forecasting, budgeting, and
market share measurement.
! Assisted the organization in expansion of financing and funding.
! Identified additional revenues to successfully drive operations and enhance profitability.
! Introduced and implemented software system to streamline operations.
Staff Accountant
Assisted the controller with daily transactions and accounting operations.
Conducted research of new technology, assisting in condensing of department to reduce
operational expenses.
! Identified areas to tighten practices, implementing procedures to benefit business.
! Implemented a structured process that created priorities and personal accountability.
! Streamlined staff accounting position from three individuals down to one, through
implementation of new technology.

John Marshall Law School, Chicago, Illinois

Completed coursework toward Juris Doctorate

Western Michigan University, Kalamazoo, Michigan

Haworth College of Business

2004 to 2005
Conferred 2002

John S. Doychich Page 2

Received Bachelor of Business Administration degree in Accounting
Vice President, Beta Alpha Psi - National Accounting Fraternity


MS Word




Great Plains

8039 W Long Lake Dr

Kalamazoo, MI 49048

Cell: (646) 543-9473


Results-oriented, high-energy, hands-on leader with 15+ years of diverse experience across principal investing,
merger & acquisition, corporate finance, equity research, credit and grant making. Expert on impact investing
across both mission-related (MRI) and program-related investing (PRI). Extensive client management coupled with
operational and deal execution experience required to pull together multiple parties for highly complex transactions.

Principal Investing
Deal Origination/Execution
Credit Structuring/Analysis
Program Related Investing

Strategic Advisory
Negotiations & Diplomacy
Capital Raising
Performing Due Diligence

Client Management
Board/Fiduciary Experience
Investment Research
Grant Making

Leadership and Operating Experience Thriving in unstructured environments
Led deal execution and negotiations for double bottom line investments at W.K. Kellogg Foundation
Served as Director of Business Development for White Energy to execute its growth & restructuring
Hired by Dept. Head as first person to help build new Corporate Finance Advisory Group at Barclays
Managed the coordination of Citigroups Media & Telecom Conference in 2005 as project leader
Oversaw $7MM+ budget as Trustee & Treasurer for Lighthouse Charter School serving 450 kids
Served on the Boards (observer) of investees where appropriate
Executed departments deployment of $850K annual grants budget and monitoring of grantees
Managed junior staff, outside consultants and co-investment partners on diligence processes
Principal Investing Driving double bottom line investing across different asset classes
Managed $100MM+ Mission Driven Investments (MDI) portfolio as Program & Portfolio Officer
Optimized portfolio construction through prudent structuring of investments and asset allocation that
drive measurable social impact while achieving market rate returns across all asset classes (funds,
private equity, fixed income, as well as direct investments)
Established industry standards for the impact investing sector by championing tools and key practices
Led on two deals from inception through successful exits within two years of joining Kellogg
Underwriting/Credit Risk Analysis Assessing credit risk and underwriting structures
Formally credit-trained at JPM to analyze corporate credits and methods to monitor and reduce risk
Reviewed, negotiated and structured covenant levels for bank loans and acquisition funding
Assessed managements strategy, pro forma ratings impact and downside risks of transactions
Evaluated JPMs exposure to hedge funds based on their investment style, management team, track
record, leverage used, risk management systems in place along with macro factors driving risk
Transaction samples: Hercules ($1.25BN) and Newport News ($475MM) acquisition funding;
Riverwood ($2.55BN), TrizecHahn ($500MM), Orbital Sciences ($200MM) bank facility syndication
Mergers & Acquisitions/Strategic Advisory Providing trusted advice to clients
Provided unbiased advice to management on mergers, acquisitions and divestitures to optimize
growth, recapitalization considerations, operational efficiency and company valuation
Negotiated engagement agreements, term sheets, fees, deal structure and purchase agreements
Deal execution experience spanned entire process from inception through due diligence and closing
Transaction samples: $900M Nortel divestiture; $45MM MSL acquisition of MCMS; $120MM Alliant
Energy Power Plant acquisition; $110MM Tri-State Outdoor LBO; $18MM KTUD-LP TV station


Capital Raising Advising on optimal capital structure and funding strategy
Knowledgeable across different layers of the capital structure and key considerations of funding
Analyzed market appetite for clients securities and provided guidance to clients on market positioning
Raised private equity for early and growth stage companies as well as public market financings
Strong network of relationships across foundations, PE/VC funds, pension funds, corporations
IPOs & debt issuances: China Netcom $1.3BN IPO, Tribune $780M and Comcast $1.2BN bonds
Effective Communicator Delivering the right message to various audiences
Led discussions with audiences at all levels including senior executives and Board members
Persuaded dissenting viewpoints in negotiations and resolved conflicts through diplomatic approach
Wrote and edited various documents including management presentations, investment memos, equity
research reports, engagement agreements, term sheets, investment policy statements
Presented at conferences and participated on panels as an expert practitioner of impact investing
Financial Modeling Quantifying concepts in evaluating opportunities & risks
Completed Investment Banking Analyst Program and promoted directly to Associate without MBA
Created dynamic models including valuation analyses using DCF, LBO, SOTP, precedent
transactions, trading multiples for capital raises, acquisitions, asset sales, and IPO pricing

W.K. Kellogg Foundation (2011 Present) Program & Portfolio Officer

Battle Creek, MI

Independent Consultant (2009 2011) Founder
White Energy, LLC (2008 2009) Strategic Advisor, Director of Business Development
Omniscient Holdings, LLC (2006 2007) Entrepreneur/Consultant

New York, NY
Dallas, TX
New York, NY

Merrill Lynch (2007 2008) Equity Research Analyst, Restaurant Sector

New York, NY

Citigroup Global Markets (2004 2006) Senior Associate, Media & Telecom Group

New York, NY

Daniels & Associates, LP (2003 2004) Assistant Vice President

New York, NY

Barclays Capital (2001 2003) Manager, Corporate Finance Advisory Group

New York, NY

J.P. Morgan & Co., Inc.

Technology, Media & Telecom Group (1999 2001) Associate, Mergers & Acquisitions
Credit and Acquisition Financing Group (1997 1999) Credit Analyst

New York, NY

Sponsors for Educational Opportunity (SEO) Summer Internships (1995 and 1996)

New York, NY

Kellogg School of Management, Northwestern University (2013)
Executive MBA with concentration in Management and Entrepreneurship

Evanston, IL

New Haven, CT
Yale University (1997)
B.A. in Economics and East Asian Studies. Semester abroad at The Chinese University of Hong Kong as
NSEP/Boren Fellow
Central High School (1993)
Graduated Valedictorian, elected Senior Class President and selected Student of the Year
Board Member of SeeChange Health Inc. and Nurture Inc. (d/b/a Happy Family)
Trustee and volunteer Treasurer of Bronx Lighthouse Charter School (2006-2011)
2010 Council of Urban Professionals (CUP) Fellow; NYC REACH mentor
Prior FINRA Series 7, 63, 86 and 87 licensed; CFA Level 3 candidate; NYSSA member
Born in Cambodia and survivor of Khmer Rouge concentration camp

La Crosse, WI

2333 Brickell Ave. Apt. 1002 - Miami, FL 33129 305.984.6728
Managing Director and Team Leader with over 10 years of experience in product development of medical
devices, surgical instruments, and automated equipment. Extensive knowledge and familiarity with SolidWorks
and various fabrication methods such as CNC machining, wire EDM, injection molding, casting, sheet metal,
surface finishing, and various forms of 3D printing. Proven track-record in R&D and in taking an idea from
concept to market: have led efforts in the launch of 7 different medical devices and have developed over 40
different devices for research use only. Bilingual in English and Spanish.
Professional achievements include:
Co-inventor of Perifusion System (Patent No - 8,263,389)
Led ground up implementation of an ISO 13485 Quality System which enabled Biorep to become an
FDA registered company for Medical Device Manufacturing
Recipient of NIH SBIR Phase I ($100,000) & II ($1,000,000) grants
Recipient of Graphical System Design Achievement Award from National Instruments
Colombia National Tennis Champion (1996-1998)
Core competencies include:
Learning agility, insatiable curiosity, irrepressible optimism
Team player
Comfort with ambiguity
Brave enough to build new-to-the-world things
Drive for results/desire for impact
Executive MBA, degree expected December 2014
M.S.E. Mechanical Engineering, GPA: 3.85, dual degree five year program, 2003
B.S.E. Biomedical Engineering, GPA: 3.22
Obtained Full NCAA Division I Tennis Scholarship at Mercer University
Mercer University Tennis Team Captain and # 1 Player (1999-2003)
Acquired Deans List status Spring Semester 2002 with a 3.9 GPA
One of twelve students selected nationwide for participation in a biomechanics research program at
Suny Upstate Medical University, Institute for Human Performance, Syracuse, NY, 2001
Academic Tutor for students in Calculus I & II and Physics I & II, Learning Skills Center, 1999-2000
Selected by Dean of the School of Engineering to give the commencement address at the Order of
Engineer ceremony
2003 - Present
Biorep is a leading global medical technology company that develops, manufactures and sells medical devices
and instrument systems.
President/Managing Director
Engineering Director
Report directly to the CEO. Joined the company at its inception and have sustained steady growth for ten
consecutive years by consistently introducing unique tools that facilitate cure-focused diabetes research and

Felipe Echeverri Page 2

minimally invasive cardiac surgery. Lead and develop a multi-disciplinary team of eleven people that includes
mechanical, electrical, and software engineers, quality and regulatory affairs personnel, and administrative staff.
Designed and developed over 40 novel research equipment needed for pancreatic islet isolation as an
emerging treatment for type 1 diabetes.
Established partnerships with Medtronic and Miami Instruments.
Designed, developed, and launched to the US market seven different surgical instruments for a
pioneering minimally invasive heart valve repair and replacement technique. Instruments are
distributed by Medtronic under the Miami Instruments brand.
Developed products for key clients including Medtronic, Pfizer, Eli Lilly, Novartis, Novo Nordisk,
Takeda, Harvard University, Yale University, Oxford University, Karolinska Institute, and other leading
universities across the world.
Increased sales consistently during the past ten years.
Led the efforts to implement an ISO 13485:2003 quality management system to comply with the FDA
regulatory guidelines.
Worked together with patent attorney throughout the course of nine issued and nine pending patents.
Extensive knowledge and experience with various fabrication methods such as CNC machining, wire
EDM, injection molding, casting, sheet metal, surface finishing, and various forms of 3D printing.

Continuing Education and Certifications

o Successfully completed the Fundamentals of Engineering (FE) Exam
o Certified SolidWorks Professional
o Certified LabVIEW Associate Developer

Technical skills
o Advanced computer proficiency with SolidWorks (CSWP), SolidWorks EPDM, LabVIEW
(CLAD), PLC & Touchscreen Programming, Grand Avenue Software, and Microsoft Office

o BioFlorida (Member # 7686840)
o Society of Manufacturing Engineers (Member # 13626129)
o Motorsports (BMW CCA # 421996)
o Tennis (USTA # 1180795025)

o Cooking
o Snowboarding
o Scuba Diving (PADI Diver # 9502055563)
o Completely re-designed and remodeled my first one-bedroom apartment

Issued Patents
o Perifusion Device
o Patent No: 8,263,389
o Issue Date: September 11, 2012

Patents Pending
o Perifusion Device
o Application No: 11/653,193
o Publication No: US 2008/0168847 A1
o Filing Date: January 12, 2007

18 Sharron Court, Hinsdale, IL 60521 (708)212-8743

Relationship driven professional in the wealth management industry for more than twelve years.
Proven track record of managing and developing new business channels and revenue on a
national scale. Strong people development and training skills acquired by growing a highperforming wealth management team.

Kellogg School of Management, Northwestern University, Evanston, IL
Executive MBA, degree expected December, 2014
DePaul University, Chicago, IL
Bachelor of Science in Finance, 2001
RMB Capital, LLC
2005 - Present
RMB Capital, LLC is a rapidly growing wealth management and investment management firm
that provides financial planning and investment management services to nearly 1,000 clients
throughout the United States, with total assets under management of approximately $3.8 billion.
The firm is comprised of four business units wealth management, asset management, alternative
investments, and retirement plan solutions. RMB Capital has been recognized in Barrons
Magazine, Forbes, and Chicago Magazine as one of the top independent wealth management
firms in the country. The firm was founded in 2005.
Partner, Senior Wealth Manager 2009 - Present
Responsible for managing one of five wealth management teams, comprised of
eight professionals, providing comprehensive wealth management services to
250 families throughout the country with total assets under management of
nearly $700 million.
Responsible for the management of teams P&L, currently generating
approximately $4,000,000 of revenue for the firm, representing 20% of the firms
Established and cultivated channel strategy for the firms most productive
business development relationship, leading to over $500 million of new assets
over the last six years.
Developed a national brand and national presence by establishing new client
relationships in Minnesota, Michigan, Missouri, Ohio, Washington DC, and
Currently mentoring four Wealth Advisors helping to enhance their financial
planning knowledge, client service skills, and new business growth.
Lead Advisor responsible for corporate financial planning relationship with a
Fortune 100 company. RMB has been contracted to provide financial planning
services to the companys top 150 U.S based executives.

Relocated to Denver to help the firm establish the RMB West office. Helped
CEO hire and train new employees while providing cultural and technical
integration assistance with the firms Chicago headquarters.
Regular appearances as panelist at national wealth management conferences
hosted by one of the industrys largest financial institutions.

Private Client Advisor, 2005 - 2009

Successfully transitioned over 95% of clients from prior employer as part of a
14-person team that helped establish RMB Capital Management in April of 2005.
Responsible for providing comprehensive wealth management services to over
100 families throughout the country with assets under management between
$500,000 and $5 million.
Helped create firms largest new business development opportunity.
UBS Financial Services, Inc.
Financial Advisor, 2001-2005
Served as a Financial Advisor on one of largest wealth management teams
within UBS North American business.
Provided comprehensive wealth management services to over 150 families with a
net worth of $500,000 to $2 million
Successfully completed the Series 7, Series 63, and State of Illinois Insurance
Greek Americas Forty under 40, 2012
Advisor Award for Outstanding Achievement UBS Financial Services, Inc., 2002


The Chicago Community Trust
100th Anniversary Steering/Fundraising Committee, 2013 - Present
Young Professional Advisory Council, 2011 Present
Young Leaders Fund - Co-Chairman, 2009 2011
Hellenic American Leadership Council
Council Member 2012 Present
DePaul University
Wealth Management Advisory Board, 2014 - Present
Koraes Elementary School
School Board Member 2011 2012
Appearances on NBC 5 Chicagos Smart Money segment in October 2013 and December 2010
Fluent in Greek

338 Hager Lane, Glenview, Illinois 60025-3329
(847) 657-9605 /
Strategic leader, with large-scale multinational logistics and information technology experience, focused on
building global teams to drive growth and reduce costs by optimizing business systems supporting operations
that deliver mission-critical results to customers around the world.
1999 - Present
Senior Director, Head of Data Governance, Manufacturing and Logistics (2010 Present)
Responsible for enterprise data integration and management across a large network of information systems in
order to drive process improvements through the use of lean principles in a regulated environment of a 4
billion medical device business line.
Developed master data management processes across a network of systems supporting over 60 countries
Drafted corporate information operations strategy focused on key organizational activities
Organized global cross-functional teams to integrate strategic plan with other on-going corporate activities
Senior Manager / Business Analyst, Information Technology (1999 2010)
Responsible for integration of a portfolio of production, procurement customer service, supply-chain, logistics,
and financial information systems in support of FDA-regulated, ISO-certified, next-flight-out field service
operations in support of healthcare customers world-wide.
Led final testing of a multi-year 40 million project to integrate three acquired medical device companies
into Siemens Healthcare SAP systems for over 1,200 users
o Served as subject matter expert for material and logistics data management across system of systems
o Considered corporate systems lead for field operations involving spare parts and reverse logistics
Supervised a business reengineering effort intended to improve customer service management and
regulatory support across Europe, the Americas, and Asia for over 2,000 system end-users
Managed information systems group supporting high-volume field service distribution operations
1983 - 2010
Lieutenant Colonel, Logistics Division, II Marine Expeditionary Force
Responsible for supporting supply chain systems and distribution operations of all Fleet Marine Force units on
the east coast of the United States.
Mobilized and deployed to Afghanistan as a 2nd Marine Expeditionary Brigade Logistics Liaison Officer to
the U.S. Army Joint Sustainment Command and NATO during Operation Enduring Freedom (OEF) in 2010
o Oversaw President Obamas surge of 21,000 Marines, equipment, and supplies into Afghanistan
o Shaped logistics support for Marine Corps combat operations in the Helmand Province
Commanded Supply Company, 4th Supply Battalion, a wholesale supply distribution unit, in 2008-9
o Led a unit with a Table of Organization of 26 officers and over 600 enlisted Marines and Sailors
Mobilized and deployed to Iraq as the Deputy Assistant Chief of Staff for Logistics for the Second Marine
Aircraft Wing (Forward) during Operation Iraqi Freedom (OIF) in 2007
o Oversaw the transportation, construction, food service, and other support provided by the Logistics
Civilian Augmentation Program (LOGCAP) contractor employing over 2,500 civilian personnel
o Served as the lead military logistics planner for President Bushs unannounced visit to Al Asad, Iraq
Served as Logistics Analyst, Program Manager for Ammunition, Marine Corps System Command,
supporting the acquisition, distribution, and stock management of all Marine Corps ground ammunition
Mobilized and deployed twice as Ground Ammunition and War Reserve Materiel Officer, Marine Forces
Pacific, overseeing the material support of over 80,000 personnel supporting various combat operations


Responsible for providing detailed data scheme and financial analysis that resulted in $1.2 billion
Congressional appropriation to replace USMC equipment and supplies after initial OIF invasion
Received early promotion in 2006; Retired in 2010 prior to convening of colonel selection board

KPMG, LLP, Chicago, Illinois

1997 - 1999
Senior Consultant, Customer Value Management Practice
Responsible for implementation of business applications and infrastructure solutions involving field and sales
force automation systems.
Contributed to the development of an application architecture integrating a corporate wide area network and
legacy databases for use by remotely located mobile client computers of a large insurance company
Provided an operational and financial analysis for a mobile fare and data collection system for Amtrak
1994 - 1997
Founder / Chief Executive Officer
Responsible for building and growing a decision support systems and mathematical modeling consulting
business with special focus on transportation planning and service logistics.
Key clients: American Express Travel Services, American Airlines Decision Technologies (now SABRE)
Notable results included:
o Increase of $20 million in profit over similar quarter-to-quarter revenue in first quarter of use after
implementation of airline travel model to optimize ticket contract payments
o Improvement of client inventory tracking accuracy from less than 90% to 99.98% on $3 million of
goods within 12 months while reducing customer order process time by 60%
Manager, Technical Service Division (1993 - 1994)
Operations Research Analyst, Logistics Division (1992 1993)

1992 - 1994

IBM CORPORATION, Kingston, New York

Associate Engineer, Application Solutions Line of Business

1989 1992

Master of Business Administration, concentrations in Finance and Operations, degree expected 2014
U.S. ARMY WAR COLLEGE, Carlisle Barracks, Pennsylvania
Master of Strategic Studies, 2009
Master of Military Arts and Science (Military History), 2006
Master of Science in Communication Systems, 2005
Bachelor of Science in Electrical Engineering, 1989
Elected Student Member of the U of I Board of Trustees 1987-89
Member of the University of Illinois Foundation since 2012


130 South Canal Street, Chicago, IL 60606
Phone: 773-7932958, Email:
Physician and Executive Director with over 12 years experience in patient care, clinical research, and higher
education. Strong leadership and project management skills coupled with demonstrated ability to achieve profitable
growth. Have directed:
A $4.5M Simulation Center at Loyola University Stritch School of Medicine.
The Surgical Subspecialty Clinics at Hines Jr. VA Medical Center with a volume of 85,000 visits/year.
The Swallowing Center at Loyola University Medical Center.
Principal strengths include strategic planning, new business development, cost management, and effective
allocation of human resources. Results-oriented team player with strong problem solving skills. Outstanding
communication skills, high levels of resourcefulness and creativity, and a powerful and inspiring level of initiative
and energy.
Master of Business and Administration, 2013
Fellowship in Minimally Invasive and Bariatric Surgery, 2008
Residency in General Surgery, 2007
Residency in General Surgery, 2000 and Doctor of Medicine Cum Laude, 1994
Associate Chief of Surgery (2014-Present)
Responsibe for the day-to-day operation of two campuses, optimizing clinic capacity, utilization of resources,
and operating room efficiency, and monitoring and improving the quality programs within the surgical service.
Expert in minimally invasive gastrointestinal, esophageal, and bariatric surgery.
Associate Surgeon (2014-Present)



Lecturer in Surgery (Associate Professorship expected in 2014)



Associate Professor of Surgery (2013-2014)
Expert in minimally invasive gastrointestinal, esophageal, and bariatric surgery.
Director, Advanced Procedure Education Center (APEC), Stritch School of Medicine (2011-2014)
Designed a $4.5M, 5,184 sq. ft., state-of-the-art Simulation Center to enhance the procedural skills of
healthcare providers, including 9,000 physicians in the Loyola University and Trinity Healthcare Network.
Directed $1.2M budget planning, financial analysis and marketing strategy; supervised a staff of four.
Responsible for medical education and research efforts in APEC. Reenergized the approach to simulation in
medical education to fulfill the strategic direction of the Health Sciences Division. This has included
developing and expanding curriculums across all disciplines and strengthening residency programs and medical
education in the Stritch School of Medicine
Worked with leadership of the Medical School to identify and resolve financial and operational issues.
Identified the needs and devised strategies to allocate human resources more effectively.
Negotiated with several departments across the Medical Center to promote faculty involvement

P. Marco Fisichella, MD Page 2

Medical Director, Swallowing Center (2008-2014)
Identified the need, devised a 3-year strategic plan, and negotiated the resources to establish a Center of
Excellence in the treatment of esophageal diseases, the Swallowing Center; supervised a staff of four.
Oversaw and drove growth in patient volume from zero to approximately 300 evaluations/year, thereby
increasing the hospital outpatient center revenues by $300.000/year.
Worked with the marketing department to devise an appropriate marketing strategy and with the hospital
administration to identify and resolve financial and operational issues.
Adjunct Faculty, Burn & Shock Trauma Institute (BSTI), Department of Surgery (2008-2014)
Generated externally funded research in the BSTI, the research division of the Department of Surgery.
Assistant Professor of Surgery (2008-2013)
Performed advanced laparoscopic surgery with special emphasis on the treatment of diseases of the esophagus.
Additional Leadership Roles at Loyola University Medical Center
Chair, Operating Room Value Analysis Committee: helped re-negotiate contracts for major laparoscopic
equipment, which helped saving $4.1M over 2 years; helped establish a contract management system.
Agency for Healthcare Research and Quality (AHRQ) Patient Safety Indicator Initiative; led a team of
healthcare workers to measure the clinical quality and effectiveness of operational systems aimed to improve
patient safety. This effort resulted in the Medical Center reaching the 79th percentile in patient safety
performance among major teaching hospitals.
Education Committee, Department of Surgery; sought and negotiated industry support to establish the
Distinguished Lectureship in Laparoscopic Surgery and the Laparoscopic Surgery Training Courses.
Medical Director, Surgical Subspecialty Clinics (2012-2014)
Provided leadership, strategic planning, resource allocation, and regulatory compliance, committee
participation, clinical and operational oversight for the 13 outpatient clinics of the Surgical Service Line.
Attending Surgeon (2010-2014)
Performed general and advanced laparoscopic surgery.
2007-2008 and 2000-2002
Attending Surgeon, Moffitt-Long Hospital (2007-2008)
Performed advanced laparoscopic surgery; continued research on esophageal diseases.
Oversaw the activities of the UCSF Videoscopic Training Center and supervised a staff of three.
Swallowing Center Manager (2000-2002)
Coordinated the care of patients and facilitated communication between referring physicians and staff at the
UCSF Outpatient Center; oversaw equipment purchasing and maintenance.
Ideated and maintained a 4,000-patient database for research purposes.

Authored more than 100 publications in peer-reviewed journals and 30 book chapters. Scopus h-index: 17
Authored/delivered 98 research presentations in national and international meetings.
Editor of 3 surgical Textbooks (Springer) and peer reviewer for 13 scientific journals, including JAMA.
Visiting Professor, 8 appointments, most recently University of Chicago, November 28th, 2012.
Editorial Board Member of 6 peer-reviewed journals, including the American Journal of Surgery, the Journal of
Surgical Research, and World Journal of Surgery; Associate Editor of BMC Gastroenterology.
Member, American College of Healthcare Executives (ACHE), Society of University Surgeons, Committee on
Emerging Surgical Technology and Education of the American College of Surgeons.
Recipient of 2 research grants in 2011, totaling $70K, from the Society of American Gastrointestinal
Endoscopic Surgeons and Loyola University.
Recipient of numerous awards and honors including Deans Office Clinical Scholar Award, Loyola University.
Certifications: NIH, Office of Extramural Research, Certification on Research Ethics; Collaborative
Institutional Training Initiative (CITI); American Board of Surgery; CA, IL, and MA Medical Licenses.

7 Hidden Meadow Road, Seymour, CT 06483, (203) 500-7944


Seasoned M&A and IT leader, with over 11 years of experience

Prepare clients (i.e., diligence and valuations) to complete mergers, acquisitions, and divestiture
Plan and deliver major transformation initiatives as a result of changing business dynamics and
executing business transactions
Significant depth and experience in both business applications (e.g., ERP, CRM, etc) and general
infrastructure (e.g., Databases, Datacenter Operations, Network Operations, Enterprise Architecture, etc
Executive MBA candidate at the Kellogg School of Management (Northwestern University) May

2005 - Present
Senior Manager
Mergers & Acquisitions
Conducted over 100 buy side Back office and IT due diligence reviews for both Corporate and Private
Equity clients. Reviews were delivered through rapid assessments to identify and quantify potential
operational issues, upside opportunities, and deal risks. Once the transaction was complete, I assisted
several Buyers in planning and executing the pre-deal recommendations and opportunities
Led the planning and execution of multiple, large-scale integrations and divestitures across several
industries and segments. Led the development of Day One and transition plans for finance, supply
chain and IT functions as well as managed teams in executing integration and separation strategies.
Additionally, responsible for the development and management of transition services and the
identification and realization of transition based synergies for the deal.
Strategic IT planning and implementation
Led a series of IT assessments across the core elements of IT to identify and quantify potential
improvement areas across the business applications, general infrastructure, organization, and operating
procedures. For each opportunity, a detailed analysis of the run-rate impact, one-time implementation
cost, risk, and timeline was provided.
Worked with executive leadership team of several mid-market to large-scale organizations to plan and
implement an overall three to five year IT strategy. This included implementation of new business
systems (e.g., enterprise resource planning (ERP), business intelligence, and commercial and
operational systems. etc), organizational restructuring, outsourcing, and infrastructure build-out. Crosssector perspective leveraging leading practices in each Company. As part of our work, there was a
focused effort on quantifying the business value and tracking the value through implementation.
Practice Development
Supported the New York practice in building out a 75 person M&A practice. Responsibilities include
leading all undergraduate and graduate recruiting, managing relationships with top tier universities,
hiring, and training a high-performing team.
Led the development and build-out of PwC IT Strategy and M&A methodology.
Led development of thought leadership pieces published by the firm on M&A best practices.

Rajan Gandhi Page 2

Sectors Served
Private Equity, Financial Services, Consumer Products, Chemicals, Energy, Retail and eCommerce,
Food and Beverage, Industrial Manufacturing, Health and Pharmaceuticals, Hospitality, and Consumer
GENERAL ELECTRIC CO. IMLP (Information Management Leadership Program)

2002 - 2005

Management and rotational program focused on building business acumen, technical, interpersonal and
leadership competencies through four rotations of cross functional positions and planned course work.
European-wide System Consolidation and Operational Improvement GE Security Brussels, Belgium
Led a team of resources on a complex, multi-country system implementation and platform
Designed and implemented process improvements across various business functions where the business
realized operational savings in the range of $2 million.
Applied Six Sigma practices across project execution and process improvement opportunities.
Project Management / System Implementation GE Sensing Solutions, San Francisco, CA
Project manager of a system implementation of a multi-plant $200 million acquisition. Responsibilities
included establishing and deploying tools and templates, resource planning, issue management and
resolution, and executive reporting.
Implementation related tasks included building a testing strategy, managing system wide testing and
conference room pilots. Additionally, developed business training plan and conducted successful
Oracle training for over 50 users.
Process Design and Re-Engineering GE Security, Portland, OR
Led a focused effort, partnering with the director of Marketing, to improve customer product offerings
by streamlining the existing process and leveraging technology acquired Greenbelt Certification by
successfully improving the product offering process with quantifiable savings.
Acquisition and Platform Consolidation GE Water and Process Technologies - Philadelphia, PA
Led the consolidation of multiple custom-developed, customer facing applications onto a common
platform providing customers with a single, standardized experience, and enabling the reduction of
support costs.
Masters in Business Administration, May 2014
B.S. Information and Operations Management, May 2003

Six Sigma: Black Belt training, exam, and project completed. Green Belt certified and two projects
LEAN: Lean training complete with the Shingo Prize. Lean Certified
PwC Chairman Award: Given for demonstrated value provided to two Fortune 50 clients
New York Metro Management Award: Given for outstanding performance for a valued PwC Client.
GE Corporate Recognition and Build Value Award: Given for demonstrated excellence and value
provided through project delivery.

Germn Garca Pajares y Cspedes

Cofre de Perote 280 PH1, Lomas de Chapultepec, Del. Miguel Hidalgo. Mexico, Distrito Federal, CP 11000
Mobile (+521) 55-1451-9213, Home (+52) 55-6279-4505, Office (+52) 55-5267-1296;

Senior Finance Director consistently top-performing with significant P&L management experience and a proven track
record driving profitable growth via disruptive innovation, creative optimization and value added projects. Passionate
about leadership driving change, with areas of expertise including: budget management, strategic and financial
planning, forecasting, compliance and internal controls. Possess extensive domestic and international experience in a
diverse mix of industries including: consumer business, manufacturing, high-tech and services. Fully bilingual
(English-Spanish). Executive MBA Kellogg School of Management, Northwestern University (expected 2014).
2010 - Present
Finance Director (CFO Mexico)
Responsible for Mexico P&L and Sales over $700MM USD, Financial Planning and Forecasting, Direct Negotiation
with Partners for special terms and conditions, Internal Controls, People Compensation, Statutory Compliance.
Orchestrated business and financial support during a very difficult year in Mexico behind new Government and
impact of Telecom Reform to offset impact in Sales.
Led Contribution Margin +21% YoY growth; profitability improvement over New Business Models in complex
accounts such as America Movil; country enablement implementation (Buy-Sell); solution to significant Past Due
Collections in Key accounts of more than $80MM USD (Telmex, Megacable).
MICROSOFT, Mexico City
2004 - 2010
Controller, Mexico Financial Area (2009 2010)
Responsible for Mexico Subsidiary P&L and Financial reporting, Control and Compliance, and Subsidiary Financial
Planning and Forecasting. Directly accountable for Treasury, General Accounting, Accounts Payable, Taxes, Payroll
and Fixed Assets.
Orchestrated Subsidiarys P&L results achieving profit percentage target during FY09 (WW Economic crisis).
Led Local Treasury to become Tier 1 Subsidiary.
Controller, Latin America Services Group (2008 2009)
Responsible for Latin America Services P&L and financial reporting, managed Financial and Strategic Planning and
Forecasting activities, Control and Compliance.
Orchestrated Latin-America FY09 Contribution Margin $6.1MM USD growth vs. prior year during 2009/2010
WW economic crisis, overachievement of +20% vs. targets.
Developed strategic 3 year plan for L.A. Services.
Controller, Mexico Services Group (2006 2009)
Responsible for P&L management, financial reporting, strategic planning and forecasting activities, control and
compliance, revenue recognition, accounts receivables, sensitivity analyses, general accounting and services people
Aggregate value added $6.3MM USD.
Sales Business Intelligence $1.5MM USD, Sales new model Local Currency $1.5MM USD, Overdue portfolio
$1MM USD, Utilization improvement project $0.5MM USD, GTSC/PFE optimization $0.6MM USD,
Benchmarking Projects $1.2M USD.
Orchestrated a complete business reengineering, through a Benchmarking project, leading Mexico Contribution
Margin growth +13pts over 2 years ($5.3MM, CM 3 years CAGR 117%).
Controller, Mexico Enterprise and Partners Group (2004 2006)

Germn Garca Pajares y Cspedes

Page 2

Responsible for EPG revenue financial reporting and forecasting, quota setting and variable compensation for sales
people, marketing financial evaluation and revenue recognition.
Aggregate value added $2.6MM. Gold Star Award 2006.
Multinational Accounts Sales analysis $1.3MM, cross-group Business gap analysis $1MM, Software Assurance
Audit $0.3MM.
PROCTER & GAMBLE, General Offices, Mexico City
2002 - 2004
Finance Manager, Customer Business Development Walmart (2003 2004)
Responsible for Global team strategic planning, profitability analysis, pricing strategies, sales volume planner and
forecaster WalMart+UTT; my team was responsible for Sales & Administrative Mexico Comptroller, Co-Marketing
and Brand Development Funds Administrator.
Aggregate value added $5.3MM USD.
Margin & Pricing key SKUs to maximize customer profitability, incremental sales for P&G $5.3MM USD.
Finance Manager, Customer Business Development Self Services (2002 2003)
Responsible for Up The Trade (UTT), Internal Controls expert, profitability analysis, pricing strategies, sales volume
planner and forecaster, category management expert, Co-Marketing and Brand development funds administrator, Sales
& Administrative Mexico Comptroller.
Aggregate value added $12.9MM USD. Creator of Margin & Pricing Tool and Key Performance.
UTT Merchandiser force improvement $7.4MM USD; Business Share gap analysis $4MM USD; Key Business
Drivers analysis UTT $1.5MM USD.
Finance Manager, Customer Business Development Comex-Carrefour and Government (2002)
Responsible for profitability analysis and pricing strategies. Category management expert, Co-Marketing and Brand
Development funds administrator.
Aggregate value added $8.1MM USD, overdue portfolio $5.3MM USD, Clairol business analysis $2.8MM USD.
PROCTER & GAMBLE, Manufacturing, Tissue & Towel Plant, Apizaco, Mexico
2000 - 2002
Finance Manager, Latin America Total Delivered Cost (2001 2002)
Responsible for TDC Budget $105MM USD, financial planning and forecasting; raw and packing materials cost
tracking and control, general accounting, Internal Controls, materials utilization, financial perspective to Plant
Manager and LA Region.
Aggregate value added $3MM USD; designer of Plant Mass Balance.
Participated in GBU 3 year plan designing profit model scenarios generating additional contribution $20MM USD.
Finance Manager, Manufacturing Operating Expenses (2000 2001)
Responsible for MOE Budget $45MM USD, financial planning, forecasting, cost tracking and control, general
accounting, new initiatives financial analysis (Charmin), plant capacity optimization, capital expenses and fixed assets.
Aggregate value added $5.6MM USD. Designer of Profit per Machine Day Tool, intended for Plant production
capacity analysis.
Energy project $3.6MM USD; Capacity-SKU Optimization $1MM USD; SKU optimization $1MM USD.

Executive MBA, concentrations in Strategy, Finance and Marketing, degree expected 2014
Industrial Engineer, magna cum laude, 1999
Four-Year Full Scholarship; Best School GPA: 3.9/4.0, Deans List 1998, 1999
International Scholarship Program, Texas Cristian University (TCU), Fort Worth, Texas, USA, 1998

Robert Gerovski
773-844-2058 (m)

Magnolia Ave
Chicago, IL 60660

COO, CIO, SVP Strategy

Agile Development

New Product Development

Change Management

Strategic Planning
Acquisition Integration
Continuous Improvement


Nelnet Business Solutions Chicago, Illinois

2011 Present

(Nelnet Business Solutions (400 employees, annual revenues of $80 MM) develops hosted, enterprise software used by
higher education institutions to collect and process payments from students and parents.)

Senior Vice President Higher Education Products

Head of operations and development for higher education product portfolio, leading business analysis,
software development, QA, packaging and delivery, technical support and professional services.
Developed a new product platform as a significant differentiator from competitors, improving
offerings for existing business, and attracting new business.
Devised strategic technology roadmaps supporting business roadmaps and timing feature releases
to maximize company profits.
Created an organizational model to propel the company towards being a professional software
organization and increasing the efficiency of all IT departments.
Established a PMO process for professional services operations, resulting in a 40% reduction in project
lengths and an 85% increase in on-time delivery to clients.
Revised the implementation of SCRUM Agile development, resulting in a 60% improvement in ontime delivery of product releases.
Established QA team and processes, resulting in a 300% improvement in product quality.
Created an issue management process for technical support, resulting in a 50% improvement in issue
resolution demonstrated by reducing the number of outstanding issues and number of days to resolve.
Managed a $5.7 MM budget and staff of 50+ including employees and contractors.

Sears Holdings Corp Chicago, Illinois

2008 2011

(Sears Holdings Corp is a leader in eCommerce transforming the retail and service industries through innovative
application of technology.)

Director Emerging & Growth Businesses

Chief operations and technology executive for several business units, including,, marketing and advertising ERP platform, and Web 3.0 Social Commerce
Enabled a 20-fold growth in business revenue on by overhauling technology strategy
and development process.
Opened $16.2 MM in business, with $4.75 MM BOP, by transforming from a
display-only site to a fully transactional site.
Transformed several troubled development projects into high performing teams by applying an
organization model to enhance communications, productivity and efficiency.
Enabled to open international markets by initiating development of international order
placement and delivery features.
Led all aspects of product development, operations and support with a geographically global team
(India, China, Egypt, US: CA, GA, MN, IL).
Managed a $20 MM budget and staff of 170+ including employees and contractors.

Robert Gerovski
Endeavor Information Systems (Acquired by Ex Libris) Chicago, Illinois

Page 2 of 2

2005 2008

(Endeavor (300 employees, annual revenues of $60 MM) develops packaged enterprise software for academic and
corporate libraries.)

Director of Software Development

Chief technology executive leading a staff of 50+ people covering business analysis, development, QA,
documentation, and packaging and delivery
Created new strategic direction for the company with products designed specifically for long-term
preservation of digital material.
Increased development productivity 4-fold within 8 months demonstrated by increased code output
volume, reduced implementation windows, and 100% on-time deliveries using Scrum Agile software
development practices.
Played a significant front-line role in business development helping secure multi-million dollar deals
with New Zealand government, British Library, and several of Chinese universities.
Maintained an install base of 2,600 customers with 40 million users.
Managed a $5.5 MM budget and a staff of 50+ including employees and contractors.

Kellogg School of Management, Northwestern University
Evanston, IL


Degree Expected June, 2014

University of Michigan
Ann Arbor, MI

BSE (Computer Engineering)

BSE (Electrical Engineering)


2066 Dorset Drive, Wheaton IL 60189 : 630-730-4616 (cell) :

A results oriented healthcare consulting executive with extensive Healthcare Industry experience. Proven track
record of selling, developing and delivering transformational programs, that define business strategy and
translate into high-impact actions, operations and financial results. Primary areas of expertise include Alliance/
M&A Strategy & Execution; Product & Platform Rationalization; Industry Analysis & Go-To-Market Strategy
Formulation; Management of diverse Strategy Implementation Initiatives.
Current responsibilities include industry practice leadership & business development; client relationship
management; engagement planning, execution and review; business operations & people development.
Responsible for providing thought leadership around Alliances/Mergers/Acquisitions in healthcare.
MBA from Kellogg School of Management, Northwestern University, USA

Accenture, Chicago, IL
1998 to Present
Principal / Senior Manager / Manager / Consultant
Designated as expert in JV/Alliance/Mergers/Acquisitions. Sold and led strategic Health Care engagements
which include: Large Transformational Program Execution, JV/Alliance/Merger Integration Strategy &
Execution, Product & Platform Rationalization, Business Process Outsourcing Analysis, Staff
Recruiting/Training/Mentoring, and Client Relationship Management. Published through leadership.
Completed a year-long intensive Leadership Development Program for future leaders within Accenture.
Principal / Senior Manager
Managed successful initiation and ongoing execution of a strategic alliance in a high spend therapeutic
space. Completed a Market Assessment to identify value opportunities for impacted stakeholders:
Payor, Pharmacy Benefit Manager, Pharmaceutical Manufacturers, Drug Distribution Company,
Physician Practices, and Patients. Established common roadmap & ongoing cadence for execution.
For a leading health insurance carrier, sold and led the development of a product and platform
rationalization model and approach; led rationalization analysis of products and platforms on selected
business clients. Provided data driven analysis/options to C-level decision makers on the long term
disposition of acquired books of business.
For a leading US Health Insurance Carrier, sold and led program, including: the integration of back
office operations, customer service, finance and reporting systems, for a strategic alliance/JV. Included
the migration/installation/servicing of a $9.5 billion book of business to target operating platforms
within a leading Pharmacy Benefit Manager in North America. Managed client program with budget of
> $100 million, with over 45 concurrent projects at peak, with x100 FTEs working both on site and
For a $14 billion regional health plan led the detailed planning for change of control of a hospital
acquisition. Included planning for startup of two new (parent) legal entities with tax and legal counsel.
Advised the CFO-led working group on integration decisions related to corporate functions.
For a $300 million health insurance merger, sold and led back office operations integration. Functions
included Membership, Billing, Capitation, Provider Networks, Pricing, Claims, Financial Reporting,
Pharmacy Benefit Management, Customer Service, and Customer/Member/Provider Portals.
Developed a product strategy for a leading payor to establish and grow market share within the context
of health insurance exchanges and other regulatory changes resulting from the PPACA (Patient

Finney Gilbert Page 2

Protection and Affordable Care Act)

For a $300 million public health services merger in British Columbia, Canada, led successful integration
planning. Successfully completed project without disrupting operations/service and strategically advised
the CFO-led Steering Committee on all financial integration decisions.
For a $10 billion health plan, created post-acquisition integrations acceleration strategy based on
industry leading practices and implemented strategic initiatives.
Sold and led the implementation of merger integration capabilities; instituted frameworks, tools, and
integration deliverables, and clients trained client teams in integration planning and execution.
To avoid Accentures market value destabilization from potential liquidation, enabled the management
of global risks across multiple cross border entities/trading instruments, and directed the implementation
of share management controls.

For a $7 billion regional health plan, built a strategic market entry plan for new and emerging Consumer
Directed Health (CDH) product line; implemented business processes and vendor software solution
under stringent deadlines for new product launch.
Sold and led initiative to build a custom claims processing system (medical spending accounts) that
processed Flexible Spending Accounts and Health Reimbursement Arrangements to increase revenue
and improve speed to market. Spearheaded successful design/build/implementation.
Sold and led successful design/build/implementation of a custom web-based application for new product
administration and enrollment; trained, developed, and mentored employees on servicing new product.
Led cross-disciplinary team (of 19) across multiple locations to successfully complete Consumer Portal
and Agent/Broker Portal system releases; dramatically enhanced e-commerce capabilities.
Managed the flawless deployment of a new Provider Portal capability: managed technical architecture
and environments including Oracle/UNIX, CICS/MVS/DB2, WebSphere/EJBs, PowerBuilder.
Successfully planned, developed & executed automated testing to support North American Payroll
System migration, enabling execution of Andersen Consulting divestiture (from Arthur Andersen)
Swiss Securities Clearing Corporation, Zurich, Switzerland
1996 to 1998
Consultant, Input/Output & Communications Interface
Managed system interfaces between the settlement & clearing platform (SECOM) and trading partners (banks,
clearing houses, and bourses). Successfully prepared OTC requirements on Swiss and German trades, analyzed
the EUREX inter-depository message exchange with Deutsche Borse Clearing AG, Frankfurt, and
developed/implemented a trading platform Disaster Recovery & Resynchronization process.
Consulting Analyst, Next Generation Billing Project

1995 to 1996

Master of Business Administration, Degree Expected (December), 2014
Master of Engineering, Metallurgy, 1995
Bachelor of Science, Physics, 1991

5701 NW 24 Ave Apt 701 Boca Raton, FL 33496

T (561) 901-9077

Management / New business ideas / Strategy
Business Manager with more than 15 years of multifaceted experience in all phases of business operations including Business Development,
staffing and financial functions, as well as real estate / construction and Corporate Risk Management. Experience in directing and development
of new business ideas; Prior background encompasses real estate development, including land acquisition and new home design and
construction management.
Analyzed business conditions, industry trends, competitive influences and demographics factors to identify opportunities for business growth
and development of new ideas.
09 / 2008 Present


Director Business Development
> Incorporated a Joint Venture with Zarin Resources Inc in the development of new business ideas including The
Pontevedra residential and commercial development.
> Directed all aspects of operations involved with Zarin Resources.
> prepared and presented Development Studies for new projects based on current market conditions and forecasts,
for corporate office approval, including expanding

03 / 2007 05 / 2008


Corporate Risk Management
> Responsible for directing corporate planning at the Risk Management and Real Estate Department, while developing
new contract Ideas and evaluating value-cost engineering proposal that identifies cost saving opportunities.
> Responsible for engineering investigations of facilities and design of new models, including the planning and
execution of new Projects, in addition, defining and budgeting future projects, while conducting facility assessments,
code compliance and advance review.

LORENZO E. GOMEZ 5701 NW 24 AV. APT 701 BOCA RATON, FL 33496 T (561) 901-9077
08 / 2004 02 / 2007 INTEGRAL CONSTRUCTION Miami, FL
Business Development Project Manager
Management and construction supervision for Sunrise Builders on their different specs house construction.
> Responsible for project oversight through approvals, construction and close-outs to ensure that regulatory conditions
are satisfied and project strategy is implemented.
> Prepared and delivered all developments studies and construction documentation, contract management,
purchasing, scheduling, quality control, budgets and finances.
2003 - 2004


Project Manager
Pappas contracting is a general construction company licensed in the State of Michigan, dedicated to constructing
concrete, flat work interior and exterior construction and foundation. With 95% of its clients in the commercial and
industrial industry, that included: Skanska U.S.A., Elias Brothers Big Boy, George Auch Company and Art Van.
> Prepared and developed a financial forecast and projections of the assigned projects and their estimated value,
revised cost estimates, work drawings, change orders and progress payments.


1996 - 2003

Page 2


2001-2003 Project Manager Urbanizadora Gran Valle de Chara
> Managed multidisciplinary engineering effort and supervised constructability of design criteria, methodology and
construction plans including budget cost and construction schedules for a major residential, commercial and clinical
> Developed new contract ideas and evaluated value-cost engineering proposal that identified cost saving
opportunities or those contracts that included an increased profit by 15 % annually.
> Initiated and directed corporate planning and construction with city, state, bank and federal government engineers.
> Modified short term contracts into long terms in a way to reduce manpower 25 % with no loss in productivity and
increased revenues 10%
2000-2001 Project Manager Urbanizadora Nueva Mampote
> Manager of this precision engineering firm, responsible for the maintained and inspections of this sky high residential
> Worked closely with other on site engineer to ensure timely and quality construction, while conducting final
inspections and submitting corrections where needed.
1996-2000 Engineer
> Managed over 85 people between employees and workers in all phases of designing, planning and execution of the
commercial, residential complex and recreational areas of the Nueva Casarapa project.


CORPOLAGO Caracas, Venezuela

Engineer - Planning and Execution of Financial Center Confinanzas
> Worked with consulting engineers on site preparation of a major office and Hotel complex construction project
(1150000 sq ft).

2014 (Expected)


Master in Business Administration (MBA), Executive MBA


Bachelor of Science in Civil Engineering


Miami, FL / Evanston, IL
Caracas, Venezuela

Advanced program Engineering Management 04/94.

Portfolio Strategies (NYU), Valuation Techniques (IESA), Interest Rate Risk Management and Financial vision (IDF).
Bilingual Spanish/English


Jeffrey A. Gonzlez, PMP

888 Brickell Key Drive, Miami, FL
(646) 263-7390

Marketing and advertising professional with 14 years of experience driving consumer engagement via interactive
marketing channels. Proven ability to conceive, execute, measure and optimize interactive solutions considering brand
objectives and cost constraints. Currently in the Kellogg School of Management executive MBA program with a focus
on quantitative and qualitative skills to solve marketing challenges. Passionate about aligning interactive technologies in a
marketing mix and providing thought leadership in a fast-paced digital landscape.


Itopia- (April 2013 present)

Miami, FL

Sapient Corporation- (July 2011 March 2013)

Miami, FL

Nobox Marketing Group (March 2010 March 2011)

Miami, FL

Americas Emergency Network (November 2008 March 2010)

Miami, FL

Director of Marketing Recruited into an evolving cloud computing organization to define,

design and drive a fully integrated marketing plan (PR, digital, events, print, radio, direct)
Through exhaustive analysis of our product offerings, pricing strategy, operations and human
resource flexibility we re-targeted, re-branded, adjusted our channels to drive ~1600% more leads.
By outlining key metrics and sampling integrated marketing tactics we are able to immediately
and cost effectively adjust our marketing mix to reach our most attractive customers sooner.
Leveraging digital tools including Salesforce, Radian 6, Hubspot, Hootsuite, Google Analytics, I
have enabled the team to vastly improve the ability to understand and adapt to customer needs.
Research tools including Hoovers, Gartner, Forrester assist with identifying trends and shifts in
the cloud ecosystem and subsequently impact the strategy for messaging target customers.
Senior Manager, Studio Delivery Lead recruited as part of the Miami studio leadership team
to streamline a production facility capable of delivering cost effective, process efficient and
scalable digital solutions via globally distributed locations in Toronto, India, and Miami.
Oversight role focused on websites, social media apps, email, online display and hybrid mobile
applications with an emphasis on delivering within budget, time, scope, at predefined quality.
Facilitated and enforced estimation accuracy via collaboration amongst department leads,
resulting in improved client satisfaction because of leaner costs and greater precision.
The Miami studio has production revenue over $20M/year with clients including Chrysler, Fiat,
Mars, Unilever, BBVA, ESPN, Coca Cola and other Fortune 500 recognized brands.
Designed and led 6 week training programs for 19 producers in order to align methodologies,
tools and processes thereby increasing value to immediate project teams and overall organization.

Director of Accounts Led client services department with executive mandate to increase
billings to $3M per year for clients including Lexus, Mozilla, Copa Airlines, Banco Popular.
Through accurate interpretation of our clients positioning statements and our strategic value
based targeting, well established metrics and smart media allocations we surpassed our quarterly
goals on average by 23% and grew annual revenue by ~17% in 2010.
Responsible for providing guidance and leadership to account team members in order to achieve
organizational objectives of effectively and efficiently servicing client needs.

Director of Digital Technology led a development and design team to build a scalable, LIVE
video streaming network capable of distributing official news information to any media website.
Established a marketing strategy to drive awareness and enhance viewership of the live video
product via an iPhone app and a Facebook social program expanding customers by over 700%.
Formulated a comprehensive web marketing plan to help position AEN as an intelligent partner
for local government officials as well as newspaper and television media websites.

Jeffrey A. Gonzlez Page 2

Jepa Productions (November 2007 December 2008) Colombia, Brazil, Argentina, Chile, Peru

Founder launched as a new genre of web-based entertainment, that was

conceptualized and marketed as American Idol voting meets Survivor adventure tales.
The subtle product placement of Blackberry, T-mobile data service, NorthFace gear, EMS outdoor
equipment, Garmin GPS, Duracell batteries served as the projected revenue model.
A partnership with the social network was established and we served as official
Latin American travel ambassadors leveraging this unique and authentic adventure content.
The innovative web entertainment channel was packaged and marketed to media travel content
companies including Lets Go, Lonely Planet, and Travel/Discovery channel between 2008-2009.

Y & R - Bravo Group (May 2006 October 2007)

New York, NY

Digital Strategist authored and presented dozens of strategic plans integrating digital channels
including website, online ads, search, sms/mms, email, social, interactive outdoor, and kiosks.
With a digital branding focus based on industry research, competitive data, demographics, and
specific ethnic insights we increased clients exposure to 1st and 2nd generation US Hispanics.
Clients: Mazda, AstraZeneca, Wrigley, Sears, Microsoft, Wyeth, J&J, Miller, Pfizer, Banco
Popular, Land Rover, Chevron targeting US Hispanics with digital budgets exceeding $1M.

Solutions-E, Inc. (November 2000 April 2006)

New York, NY
Co-founder of a digital strategy consulting company with over 70 Manhattan based clients.
Directed program to expand client base 75% per quarter over 3 years through innovative print,
web and direct marketing, creative proposal writing and exceptional client servicing.
Planned and executed 28 database driven websites with budgets exceeding $1.2M.
Project management consultant with OgilvyOne, Merkley & Partners, MTV on projects ranging
from American Express SBS, Ameritrade, BMW Motorcycles, and the European Music Awards.
Ogilvy & Mather (June 1999 November 2000)
New York, NY
Creative associate designed and developed web pages for IBM e-business Latam account.
Responsible for implementing digital layouts on projects originating in Ogilvy - Sao Paulo.

Kellogg School of Management, Northwestern University

Evanston, IL

Master of Business Administration, June 2014

University of Michigan

Ann Arbor, MI

New York University

New York, NY

Bachelor of Science in Psychology, May 1999

Certificate in Digital Media Marketing, August 2007

Certificate in Business Project Management, August 2004

Lean Six Sigma (Green Belt training)

New York, NY
Nominated by Bravo exec team to 80 hour intensive program sponsored by Y&R in January 2007
Project Management Institute (PMI)
New York, NY
Project Management Professional (PMP) Certification, April 2005
Elected to Board of Directors of One Tequesta Point - FY 2013 and FY 2014.
Selected for Startup Bus 2010 for an expense paid trip to SXSW in Austin, Texas to design,
execute, deliver and formally present a start-up business within 72 hours. Grupii was launched.
Participated in Startup Weekend Miami 2009 and developed/presented to venture capitalists an
application intended to bridge salary data through Facebook. We won third prize.
Served as a volunteer web design instructor for teenagers and adults to create 45 websites for
local Harlem businesses at Playing 2 Win, a local Community Technology Center.
Active in Children International since 1998 with fundraising events, television commercials, local
awareness programs and currently sponsoring 14 children in Africa and Latin America.

Manoj Goyal

21706 Noonan Court Cupertino, CA 95014 408.656.8226 E-mail:


Results driven IT executive with expertise envisioning and leading technology-based multi-million dollar revenue
and growth initiatives grounded solidly on business and economic value. Visionary IT executive with expertise
in international business development, cross-functional team leadership, and competitive market positioning,
delivering positive outcomes with strong and sustainable gains. Strong record for analyzing business process,
risk management, corporate governance and compliance, and implementing cutting edge solutions to address
business opportunities. Excellent decision, business comprehension, time management, communication, and
presentation skills. Full responsibility for P&L and multi-million dollar budgets.

Global IT Delivery & Project Management

Staff Management and Team Building
Budgeting & Cost Control
Organization & Staff Development
Enterprise & System Architecture Planning &

Mergers & Acquisitions

Supply-chain Integration
Corporate Compliance
Vendor & Contract Negotiations
Time & Resource Optimization

LAM RESEARCH [FORMERLY NOVELLUS, INC.], FREMONT, CA........................................................................ 2008-Present
Director Risk and Compliance
Established and led global risk-based internal audit and risk compliance functions. Recruited and managed a
staff of 4 compliance professionals. Reported to Senior Director of Audit and presented audit results to Audit
Committee and C-Level Executives.
Responsible for strategic planning, project planning, project control, and post-project evaluation.
Collaborated with senior leadership to define stakeholder expectations and mission for Internal Audit.
Define strategic plan for the department.
Conducted audit of telecommunications billings, resulting in first year savings of $350,000.
Conducted audit of licenses (MS, SAP, etc.), resulting in a savings of $1,000,000
Successfully led the companys Sarbanes-Oxley compliance initiative and maintained the program since
Presented audit results to the senior executives and audit committee.
Saved over 140 billable hours by the external auditors.
SPANSION, INC, SUNNYVALE, CA ................................................................................................................... 2006-2008
Director of IT
Direct Information Technology operations within a $2.6 billion company providing hardware and software to
both international and domestic markets. Oversee the development and implementation of business
applications and infrastructure. Principal architect of architecture governance and compliance for all business
units globally (IT, Manufacturing, and Business.) This included the establishment framework, a roadmap, IT
infrastructure, a review process with management. Manage 9 staff members and $3 million budget
Saved over $100,000 in design costs for particular project by efficiently using in-house talents.
Authored (Designed, created and implemented) the Governance framework that includes Corporate
Governance, Technology Governance, IT Governance, and Architecture Governance.
Managed multiple projects for Finance and IT from concept to launch. Projects values ranges from
$400,000 to $2.2 million.

Manoj Goyal Resume Page 2

Instituted previously nonexistent project management guidelines within organization to improve ability
to meet time lines, budgets, and objectives.
Authored the Governance framework which includes Corporate Governance, Technology Governance, IT
Governance, and Architecture Governance.
Managed the client relationships for shared services with emphasis on providing exceptional service
delivery and customer service.
Ensured technology consistency and integration with a client's business strategies.

AJ MOSAIC LLC, CUPERTINO, CA................................................................................................................... 2004-2006

Director of IT
Managed multiple projects for different clients in both Finance and IT, from concept to launch. Project values
ranges from $1,000,000 million to $12.2 million. Responsible for pre-project sales, strategic planning, project
planning, project control, and post-project evaluation.
Clients: Remec, Nuance, Aspect Communications, Safeway, Borland, United Financials.
Created technology maturity models and determined the best in class IT capabilities providing gap
analysis between business strategy and information technology.
Business transformation via complex IT applications development/integration in high regulated
Designed strategic roadmap for accounting and finance outlining timeframe and methodology for the
global shared services initiative.
Led the development of the European and Asian shared services center in London and India.
Authored a Global Enterprise Security Architecture Framework for different clients for ERP and
Recommend alternative technical solutions, methodologies and/or strategies and developed
architectural improvements.
Delivered Business Continuity Management and Governance for fortune 1000 companies.
Worked directly with the CIO to build an offshore support team in India using leading vendors.
Achieved approximately $500K annual savings through implementation of WAN and LAN and effected a


Chief Information Officer, J4GSM, SAN JOSE, CA [COMPANY ACQUIRED] ..................................................... 2002-2004
DIRECTOR OF INFORMATION TECHNOLOGY, HP [FORMERLY EDS], SUNNYVALE, CA .............................................. 1998-2000
LOGIC DESIGN ENGINEER, COMMERCIAL DATA SERVERS, SUNNYVALE, CA ............................................................ 1996-1998
HARDWARE ENGINEER,FUJITSU [FORMERLYAMDAHL CORPORATION], SUNNYVALE, CA ......................................... 1988-1993
HARDWARE ENGINEER, FERMI NATIONAL ACCELERATOR LABORATORY, BATAVIA, IL .............................................. 1986-1988

Executive MBA, degree expected June 2014
Bachelor of Science in Electrical Engineering, 1988


706 Juniper Rd.
Glenview, IL 60025


Expertise in IP law, litigation, and strategic planning, acquired during practice at a Washington D.C. IP law firm
and at the largest options exchange in the United States. Extensive experience in the management of mission
critical legal matters, IP portfolio growth and acquisition, and counseling on complex issues (e.g., antitrust
concerns related to industry working groups, business impact of foreign legislation, and tactical contingency
planning). Excellent interpersonal and leadership skills, versatile, and attuned to market and business forces.
MBA from Kellogg School of Management, Northwestern University, expected December 2014.

Chicago, IL
Intellectual Property Counsel
2011 Present
Provide legal support and guidance primarily in three areas: corporate strategy, litigation, and IP portfolio
Corporate Strategy: Coordinate and lead internal stakeholders (including the CEO, President, and CFO) in
discussions relating to IP matters and corporate initiatives, such as the identification of risks and opportunities,
contingency planning, and overall industry trends. Provide analysis and strategy related to legislative
developments affecting IP protections in domestic and foreign markets. Collaborate with members of the legal
and accounting divisions on SEC filing issues. Member of advisory committee tasked with providing
recommendations for corporate improvement to upper management. Participate in the companys enterprise risk
management process.
Litigation: Successfully manage numerous litigations concurrently, including multiple mission critical IP actions
having in excess of $400 million at risk. Negotiate favorable settlements of both direct competitor and nonpracticing entity initiated patent suits. Report to the Board of Directors on issues such as likelihood of outcomes
and the impact those outcomes may have to the company. Manage internal resources and external counsel to
accomplish optimal outcomes for reasonable costs, including the selection of counsel and the negotiation of
alternative fee arrangements.
IP Portfolio Development: Work with internal inventors and strategic external partners to grow the IP portfolio.
Develop corporate procedures formalizing the IP disclosure and filing process. Oversee and participate in the
drafting and filing of 15-20 patent applications per year, focusing in the computer and business method arts.
Supervise the strategic filing of trademark applications. Provide support for business opportunities and
participate in due diligence activities related to potential acquisitions of third-party IP portfolios.

Washington, DC
2005 2011
Summer Associate
Summer 2004
Provided excellent legal services to clients on a variety of IP related issues, including: patent litigation, patent
prosecution, and IP counseling. Developed litigation strategies related to patent infringement, invalidity, and
enforceability. Participated in and led various aspects of the discovery process: including defining the scope of
document productions, preparing witnesses, taking/defending depositions, and implementing electronic
discovery practices. Managed associates on time sensitive projects. Designed and implemented innovative
procedures and technology solutions for privilege log review that resulted in favorable rulings on privilege

Joseph Edward Green Page 2

waiver motions. Prepared and prosecuted patent applications at the USPTO. Led teams conducting due
diligence, patentability, and freedom to operate patent searches. Relevant technologies included: financial
trading systems, computer-implemented methods, software, electronics, medical devices/systems, micro-fluidic
devices, and optical storage media. Worked on pro bono matters for a DC synagogue on diverse subjects, such
as local food and alcohol laws, breach of contract, enforcement of covenants of non-compete, and zoning issues.
Chicago, IL
Student Intern
Summer 2003
Supported a criminal defense attorney in providing services to clients. Reviewed and analyzed client files,
attended court hearings, conducted client interviews, and conducted extensive legal research on a variety of
criminal law subjects, including: conspiracy claims, mail fraud, perjury, evidence, and the proper procedure for
administering a sobriety test.
Chicago, IL
Account Manager
2001 2002
Established new and enhanced existing client relationships in order to drive opportunities and increase sales.
Developed effective strategy for gaining access to previously unavailable high-value clients. Collaborated with
academic and government technologists to provide IT solutions within strict budgets.

Kellogg School of Management, Northwestern University, Evanston, IL
Master of Business Administration, degree expected December 2014
Chicago-Kent College of Law, Chicago, IL
Juris Doctor, May 2005
Indiana University, Bloomington, IN
Bachelor of Science in Business, Computer Information Systems Major, May 2001
City Colleges of Chicago, Chicago, IL
Completed course work in the biological and chemical sciences, August 2003 May 2005

Invited Panelist, World Research Groups 10th Annual Patents for Financial Services Summit,
Work with Outside Counsel to Manage Best in Class Patent Litigation Exposure (2013)
Invited Speaker, World Research Groups 9th Annual Patents for Financial Services Summit,
Considerations and Strategies for Successful Monetization of Patent Assets for 2012 and Beyond (2012)

Admitted to practice law in the District of Columbia
Admitted to practice law in Illinois
Admitted to practice before the U.S. Patent and Trademark Office

December 2005
June 2006
March 2007

Sophia M. Guel-Valenzuela
240 Sherman Canal, Venice CA 90291
Cell (323) 855-2205 Home (310) 745-2843
Dynamic health care professional specializing in managed health care services for geriatric and disabled adults.
Proven track record of performing in fast-paced, ambitious environments. Substantial achievements in strategic
business planning, process improvement, and best practice implementation. Proven leadership with ability to
select, develop, and promote motivated employees within an organization.
MBA, December 2013
Masters of Public Health, Department of Health Services, 1994
Graduate Research Assistant; encoded survey data related to aging, adult day care, and graduate education
in gerontology, 1992 1994
Graduate Intern at Edward R. Roybal Comprehensive Health Center sponsored by Los Angeles County
Training Program. Managed and coordinated nutrition program and social activities for newly instituted
Senior Citizens Center, June September 1993
Bachelor of Arts, Department of Social Welfare, minor in Chicano Studies, 1991
2000 Present
The largest independent Federally Qualified Community Health Center in the U.S. delivering more than 930,000
annual patient visits through its 43 sites in Los Angeles and Orange Counties.
Administrator, Senior Care Services/PACE, Program All Inclusive Care for the Elderly (2012 Present)
Oversight accountability for 3 PACE Centers; Responsible for new site development, licensing, hiring and training.
Key member of process improvement initiatives and supervision of training curriculum and best practices modules;
Responsible for strategic planning, financial performance, and membership growth.
Administrator, Adult Day Health Care Programs (2009 2012)
Oversight accountability for 3 Adult Day Health Care Centers; key member of process improvement initiatives and
supervision of training curriculum and best practices modules; responsible for strategic planning, budget oversight,
and program closure/workforce reduction.
Vice President, Senior Care Operations (2008 2009)
Oversight accountability of daily operations and future growth of AltaMeds Adult Day Health Care Centers (8
locations serving more than 900 seniors) and PACE (Program All-Inclusive Care for the Elderly) which serves
almost 650 seniors among 2 locations as well as oversight of Care Management (550 cases). Total operating
budget of more than 84 million dollars, representing 45% of the corporations total revenue.
Assistant Vice President & Program Director (2004 2008)
Supervise the operations and administration of PACE (Program All-Inclusive Care for the Elderly). Program goal
to prevent premature nursing home placement by providing coordinated services such as, case management, adult
day health care, and medical services.
Developed, implemented and monitored strategic plans for program
Responsible for program oversight including compliance with regulatory agencies and financial viability
Provided leadership for program and employee development

Sophia M. Guel-Valenzuela Page 2

Director of Patient Services & Marketing (2000 2004)

Managed outreach and enrollment initiatives related to four product lines: Children Services, Youth & Women
Services, HIV Services, and Long Term Care Services
Managed marketing budget and coordinate efforts with clinic administration
Developed and implement outreach, utilization, and retention efforts
Established and led efforts to achieve monthly enrollment and new patient visit goals
Responsible for development of marketing outreach collateral materials
KAISER PERMANENTE, Pasadena, California
1994 - 2000
Database Marketing Project Manager, California Division (1997 2000)
Developed and managed statewide direct marketing database programs and targeted sales campaigns that generated
sufficient leads to achieve Medicare growth targets.
Managed database marketing budget of 1.5 million dollars
Analyzed statewide advertising budget and identify optimum media mix based on over 20 million dollar
Utilized state-of-the-art database marketing techniques and tools to profile and segment potential members
Project lead for statewide market planning process for 12 local service areas
Senior Business Line Analyst, Southern California Region (1995 1997)
Team position responsible for the development and implementation of marketing and sales strategies to achieve
aggressive Medicare sales goals. Specific contribution was centered on Information strategy and prospect database
Team member on Medicare 2000 study; collaborative National Medicare Strategy with Deloitte & Touche,
KP Program Office, and Southern California Region
Team member on 1996 Senior Advantage Marketing & Sales Strategy; milestone document created with
Deloitte & Touche and Southern California Region
Produced, tracked, and analyzed internal and competitor membership
Derived sales forecast and annual targets for Region and 6 Member Service Areas
Project leader on the development and implementation of database marketing efforts (list management,
modeling projects, campaign management, and analysis)
Planning Analyst, Southern California Region (1994 1995)
Regional staff position supporting the development of long range Capital Plan projects, which involved analytical
activity to formulate regional goals and strategic plans.
DEPARTMENT OF HEALTH SERVICES, Los Angeles County, California
Program Manager

1993 - 1994

Senior Examiner, California Awards for Performance Excellence (CAPE), November 2012
Certified Examiner, California Awards for Performance Excellence (CAPE), December 2010
UCLA, Resource Center for Minority Aging Research (community liaison workgroup), 2008 Present
Mentor, UCLA School of Public Health, 2000 2003
Member, Advisory Council of El Rinconcito Del Sol Alzheimers Respite Program, 1998 2000
Commissioner, Los Angeles County Public Health Commission, First District, 1995 1999
Board Member, Los Angeles Regional Family Planning Council, 1995 1997
Commissioner, Los Angeles County Hospital & Healthcare Delivery Commission, First District, 1995 1997
Mentor, Youth Coalition Mentorship Program, 1995 1996
Computer Instructor, Door of Hope, Montebello, California, 1994
Volunteer, UCLA, Center on Aging, Los Angeles, California, 1993

Lisa Gutierrez
741 Taft Rd., Hinsdale, Illinois 60521
Proven leader who identifies and implements creative strategies to move an organization forward during periods of
change. Business experience spans both public and privately held companies.
2000 - Present
Private equity based (KRG Capital) outpatient physical therapy company with over 250 locations in ten states and 3000
Senior Vice President of Human Resources (2013 Present)
Report to Company President. Responsible for strategic oversight of the human resources function, overseeing a staff of
25 in three office locations. Responsibilities include continued oversight of all benefit plans, working closely with the
relationship with company strategy in reimbursement through health care reform; continued oversight of the HR due
diligence function for acquisitions and strategic planning for employee acclimation; oversight of labor and employment
legal issues in partnership with general counsel; succession and compensation strategic initiatives.
Vice President of Human Resources (2006 - 2013)
Recruited to establish human resources function for physical therapy company poised for strong growth, guiding the
startup and management of a full spectrum of HR operations, systems and programs.
Initiated the human resources function for the company, overseeing its growth organic and through acquisition from 20 clinics and 200 employees in 2006 to over 250 clinics and 3000 employees in 2013.
Leader of the HR acquisition team, which has accounted for approximately 30% of the company growth since 2006,
with responsibilities including due diligence, negotiating contracts for senior level acquired employees, transitioning
and/or terminating benefit plans, and developing and refining processes for employee on-boarding and acclimation.
Oversaw the development of an HRIS system across a multi-state environment, establishing systems to track turnover,
employee data, and data management through self-service portals, utilizing data for recommendations in improving
employee processes.
Responsible for development and oversight, including all benefit plan design and negotiations, of all company benefit
plans focusing on consumer driven health plans with wellness initiatives under a self insured model to control
company medical benefit costs resulting in 2013 per member per month benefit cost equal to company 2008 per
member per month benefit cost, and below 2013 national average costs.
Responsible for oversight of all 401k plan design, administration and fiduciary compliance.
Assist in managing broker relationship and negotiations for company insurance for liability, workers compensation,
umbrella and directors and officers coverage.
Responsible for overseeing the development of the Companys on-boarding process; continue to oversee major
revisions which affect the budget and/or compliance.
Responsible for development and revision recommendations for human resources policies and procedures and
employee handbook, covering issues including disciplinary procedures, social networking, FMLA, benefits
information and individual state appendixes.
Responsible for overseeing the development of all job descriptions across all levels, including analysis of job duties
for FLSA compliance and essential and non-essential functions.
Responsible for overseeing the overall work environment of the company resulting in consistent turnover through last
five years of 14% company-wide, lower than industry health care average of 18%.
Responsible for development and oversight of recruitment procedures meeting organizational needs for hiring and
legal compliance, which resulted in over 600 new hires in each of 2011-2013 and 332 hires in 2010, exclusive of
acquired employees.
Initiated a focus on international clinical students to expand applicant flow, developing a process for visa sponsorship.
Responsible for overseeing the development of reporting systems to assist management in control of overtime,
compliance with wage and hour laws and labor cost savings.

Lisa Gutierrez Resume Page 2

Recommended and oversee RFP process and transition of the following: (1) electronic I-9 vendor; (2) 401K provider
and addition of external investment fiduciary; (3) benefit administration outsourced provider; (4) organizational chart
software and (5) background check screening process vendor.
Counseled executive team on succession planning discussions and changes in upper management due to acquisitions
and/or senior level position changes.
Oversaw strategic initiative as an Employer of Choice resulting in numerous state and local awards, including,
Chicagos Best and Brightest Companies to Work For, Top Workplace Awards in Delaware, Illinois, Indiana,
Wisconsin, and Pennsylvania, and Recognition by the American Psychological Association for ATIs Wellness


1998 - 2006
Five Star luxury hotels employing approximately 550 employees at each Chicago location, respectively.
HR Director (2000 2006)
HR Assistant Director (1998 2000)
Began human resources career at Ritz-Carlton Chicago, interviewing and training employees, while negotiating with
union representative regarding employee issues of concern.
Promoted to company HR Director overseeing all aspects of human resources at non-union property, leading unionfree strategic campaign initiative, while overseeing all aspects of human resources, including recruiting and training,
administering benefits, disciplinary action and managing HR administration for property.
Member of corporate task force for training HR directors new to company and developing training programs and HR
Led benefit negotiations for both Chicago properties.
1995 - 1998
A boutique labor law firm specializing in the representation of primarily public entities regarding labor and employment
matters and school law issues.
Represented management in all phases of employment and labor-related issues from the application and hiring
process through termination.
Proposed and drafted policies for clients.
Counseled HR professionals regarding union contract interpretation.
Masters of Business Administration, degree expected 2014
Juris Doctor (with honors), 1995
Bachelor of Business, 1991

Admitted to the Illinois Bar in 1995
SPHR Designation (Professional in Human Resources)
Anixter Center, a non-profit Agency, Board Member 2014
Pillars, a non-profit Agency, Board Member, 2009-2011, Member of HR Committee, 2009 - 2012
Instructor, SPHR Certification Course, Aurora University, 2009-2011.

Daniel Hung
4015 W Palm Aire Drive #106, Pompano Beach, FL
Dynamic and results oriented Business Analytics and Pricing Professional with over 10 years of experience
specializing in business planning, competitive analysis, and margin optimization. Proven track record in
leveraging technology and business intelligence skills to develop innovative performance management analytics
and streamlined business solutions. Highly skilled in team management and mentoring, and in fostering and
maintaining positive working relationships throughout all levels of organizations.
2009 Present
Largest independent retail electric provider in U.S., providing energy solutions to residential, commercial and
industrial customers in 14 de-regulated states and 58 utilities with more than $700M in annual revenue.
Director, Performance Management and Forecasting (2013 Present)
Promoted after six months in prior position to oversee the development of annual sales budget and quarterly
sales forecast, assessing historical data, qualitative and quantitative inputs and assumptions to evaluate potential
financial and operational risk impacts. Recommend sales campaigns, promotions and margin strategies to
increase market penetration and evaluate impact to profitability. Direct all performance analytics and business
intelligence projects.

Managed margin strategies for 3 product launches achieving 18% growth in annual sales margin in 2013.
Design and implement multiple OLAP data cubes that have resulted in an increase of 300% in productivity
and reduction in reporting discrepancies within 6 months.
Developed new sales commissions reporting system that eliminated reporting discrepancies and increased
turnaround time by 100%.
Managed the procurement of data visualization tool (Tableau) and develop the companys first web based
executive dashboard.

Senior Manager, Risk Reporting and Quantitative Analysis (2012 2013)

Validated the accuracy of proprietary forward curves versus standard industry metrics that include prices levels
extracted from market intelligence, broker quotes, historical settlement prices, and bids/offers obtained from
wholesale counterparties. Monitored risk levels and ensured compliance with established risk limits and risk
management policies and procedures. Managed relationships with data service vendor to ensure all data service
feeds are timely and accurate.
Senior Manager, Revenue Management (2011 2012)
Revenue Management (2009 2011)
Formulated and back-tested pricing and margin strategies for 45 utilities and over 200 sales channels.
Championed competitiveness task force that identified and analyzed competitive landscape to design corporate
and channel strategies

Increased annual gross margin growth at a minimum of 30% in 2010.

Improved win rates by 25% for selected markets in 2011.
Developed marketing analytics, such as custom pricing win rates and retention metrics, to measure
corporate wide business initiatives against quarterly and annual goals. This was the first time the company
was able to measure its performance on competitiveness and customer attrition.
Developed marketing strategies to mitigate attrition of retail customer and to maintain a 70% retention rate.

Daniel Hung - Page 2 of 2

2007 - 2009
Strategic Pricing Analyst
Managed and monitored competitor retail pricing on CVS key items (each categorys top 20% revenue
generating items), fine-tuned CVS prices to match strategies by taking into account sales trends, gross margin
impact, and price perception and forecasted gross margin, and unit sales impact from retail and cost adjustments
based on category elasticity. Developed and managed price hierarchies across six categories to establish
item/brand strategies and relationships, enabled price optimizations and maintained positive price perception on
CVSs 6700 plus stores.

Defined and maintained family, flavor, private label, and size linking relationships on over 1200 items,
across 20 plus price zones, which accounted over $900 million in annual revenue.
Consolidated current pricing and zone structure of the Eckerd, Albertsons, and Longs acquisitions to align
with CVS pricing strategies resulting in $11 million incremental margin.
Coordinated margin contingency projects that generated annualized $40 million in margin by selecting
subcategories and items that would allow for increases with minimal impact to price position and price


2005 - 2007
Retail Electric Pricing Analyst
Forecasted future power needs, consumer behavior, and pricing sensitivity of industrial and commercial
companies by studying historical electricity usage and analyzing various supply and product options to
determine the most competitive price.

Instrumental in creation and support of 10 new product offerings resulting in an increased customer base by
more than 100%, from 2244 customers to 5570 customers.
Self-taught Excel VBA to design and construct companys first Ameren Utility pricing model which
improved pricing analysis turnaround time by more than 400% and acquired 700 new Ameren Utility
customers which accounted over $25 million dollars in revenue and $1.5 million dollars in margin.

MCI, INC., Chicago, IL

2003 - 2005
Pricing Implementation Analyst
Analyzed and implemented telecommunications contract pricing for global customers with a minimum billing of
$2 million per fiscal year. Served as company liaison with customer, billing, sales and business development on
administrative and technical matters for assigned accounts and contracts.
Executive MBA, December 2013
Global Electives at Kellogg HK-UST, Hong Kong, China, 2013
Masters of Science, Business Information Technology, 2007
Bachelor of Science, Mathematics and Computer Science, 2002

Applications: Microsoft Office, Visio, SQL Server Management Studio, Tableau

Languages: Native in Cantonese, Basic in Mandarin. Programming: HTML, VBA, SQL.
Golden Key International Honor Society
Interests: world travel, cooking, basketball, history, Wing Chun

23100 Birch Mead Road, Clarksburg, MD 20871, (240) 372-0566


Accomplished IT operations leader and senior program manager with hands-on experience of over
nineteen years - spanning Portfolio, Operations, Program, Project, PMO and team management
Experienced leader in designing and managing infrastructure strategic solutions related to virtualization
and cloud solutions
Significant depth and experience in both business applications (e.g., ERP, CRM, etc) and general
infrastructure (e.g., Databases, Datacenter Operations, Network Operations, Enterprise Architecture, etc
Executive MBA candidate at the Kellogg School of Management (Northwestern University) May

Amtrak, Washington, DC
2011 - Present
Senior Consultant
Infrastructure planning and support
Delivered various projects related to planning, implementation, and migration of infrastructure from
Amtrak data center to IBM data center(s) in SBY (production) and RTP (development, testing, and
standby) sites. This was part of RESNG program initiated by Amtrak to acquire state of art technology
services from various vendors
Developed strategy through technical assessments and cost-benefit models. Devised and implemented
IT investment process, new org design to improve service delivery and reduce costs. Developed
transition plans for finance, and IT functions as well as managed teams in executing integration and
separation strategies. Additionally, responsible for the development and management of transition
services and the identification and realization of transition based synergies for the service contract
Hewlett Packard, Washington, DC
1998 - 2011
Director/Program Manager, Engineering & Operations
Strategic IT planning and implementation
Led a series of IT assessments across the core elements of IT to identify and quantify potential
improvement areas across the business applications, general infrastructure, organization, and operating
procedures. For each opportunity, a detailed analysis of the run-rate impact, one-time implementation
cost, risk, and timeline was provided.
Worked with executive leadership team of several mid-market to large-scale organizations to plan and
implement an overall three to five year IT strategy. This included implementation of new business
systems (e.g., enterprise resource planning (ERP), business intelligence, and commercial and
operational systems. etc), organizational restructuring, outsourcing, and infrastructure build-out. Crosssector perspective leveraging leading practices in each company. As part of our work, there was a
focused effort on quantifying the business value and tracking the value through implementation
Program Management / Project Management
Managed Scope, Schedule, budget for various projects. Managed projects in both waterfall and Agile
Examine functional needs; oversee requirements planning/analysis, resource planning and project
Presented project roadmap timelines, budgets, risks, status, and schedule updates to senior executives
Identified PMO current state and conducted a process and project management maturity gaps analysis.

Kishore Kakani Page 2

Assisted with as-is and to-be process mappings for key business areas in accounting, finance, treasury
and other supply chain business units.
Performed variance analysis of schedule and cost on a formal and informal basis and present them to
senior management (earned value management system)

Organization Development
Supported the organization through effective training, motivating and mentoring onsite and offshore
project managers, engineers, developers, technicians and support personnel
Led the team at identifying opportunities, analyzing operations, and developing winning solutions
Led development of thought leadership pieces published by the firm on IT best practices.
Sectors Served
Financial Services, Consumer Products, Transportation, Retail and eCommerce, Food and Beverage,
Industrial Manufacturing, Health and Pharmaceuticals, Hospitality, and Consumer Products
Lucent Technologies, New Jersey
1998 - 1998
Consultant (Bell Labs)
System implementation
Led project to implement a new RDBMS system for Bell Atlantic
Assisted in planning and execution of database design, update views/tables, performance tuning and
growth estimation. Led in creation and maintenance of oracle databases, installation and integration of
custom 3rd party application packages
Tata Consultancy Service (TCS), India
1994 - 1998
Information Specialist
Product Support
Provided customer Support, Product Support, after sales support, customer interaction and solving
users problems. Assisted in Oracle database support, performance tuning, CAD/CAM support of
UNIGRAPHICS (product), bench marking the product, implementation of product at the client place
and customizing the product to users requirements
The tasks included installing UNIX (SUN) systems, building file systems using LVM methods,
designing and creating databases by tuning init.ora parameters (environment tuning parameters),
creating table spaces, porting the databases across platforms and file systems
Executive Masters in Business Administration, May 2014
CHANCELLOR UNIVERSITY, Jack Welch Management Institute, Cleveland, OH
Masters in Business Administration, April 2011
Bachelor of Science in Engineering (BS), June 1994

PMP: Project Management Professional, Project Management Institute

LEAN: Lean training complete with the Shingo Prize
ITIL V3: Information Technology Infrastructure Library foundation certificate in IT service
HP Excellence Award: Given for demonstrated value provided to two Fortune 50 clients


817 Brodhead Drive, Aurora, IL 60504

630.699.3460 | |



Versatile technology executive with 14 years of progressive experience building and leading high-performance organizations
at financial & technology consulting services firms such as JPMorgan Chase, EZ Solutions, Mary Kay, and Architecture
Technology Corporation. Utilizes a broad understanding of commercial card business, deep technology expertise, and
outstanding leadership & communication skills to drive technology innovation and seamless client experiences across
Web/Mobile channels. A cross-functional collaborator who thrives in high-growth organizations, turnaround situations, and
builder environments.
Technology Strategy & Operations
Data Migrations & Client Experience Management
Performance Engineering
Commercial Card Business & Payments
Computer Networks & Security

High-Growth Organizations, Turnarounds

Organizational Change Management
Talent Acquisition & Staff Management to 50+
Capital Planning & Budget Management to $20M
Information Technology & IT Governance

MS, Computer Science, University of Texas at Dallas Eric Jonsson School of Engineering & Computer Science
BS, Computer Science, S.V. University College of Engineering

JPMorgan Chase, Chicago, IL
Held various technology management roles such as Director, Platform Owner, Applications Development Manager, Solutions
Design Manager, Performance Engineering Manager and drove technology initiatives ranging from web platforms to data
migrations in B2C and B2B channels. Led cross-functional teams (staff of 50+) responsible for technology strategy, platform
development, data migrations, client experience and operations across a $200 MM portfolio of leading commercial card
business unit.

Accountable for migrations and conversion program of ~1000 commercial card clients from Legacy platforms to Next
Generation Commercial Card system resulting in ~ $10 MM annual savings. Directed multiple teams of business
analysts, designers, developers, quality assurance analysts with an annual budget of $ 20 MM and delivered the
program with 10% cost savings via innovative technology solutions, onshore/offshore model and streamlined

Built an industry standard performance engineering center of excellence from scratch and improved commercial card
solutions (Web/Mobile/Batch Channels) performance by 10x. Best practices created leveraged by other teams.

Led the technology strategy, design, development and implementation of Commercial Card solution for Government
Services Agencies resulting in a new $ 3 Billion annual card spend.

Delivered multiple commercial card software releases (release size = 5-10 mil) with in budget. Improved average
product time-to-market (project throughput) by 25% through introduction of agile methodologies.

Streamlined technology processes, reallocating $2 M in unjustified and shadow projects to high-impact initiatives.

Ravikiran Karanam Page 2

Leading JPMorgan Chicago Technology Forum initiative. In 2013 conducted First Technology Expo in Chicago,
showcasing various bank applications across LOBs and vendor technologies, with an attendance of ~400 Chicago
based JP Morgan technologists.

EZ Solutions, Nashua, NH
Software consulting services to fortune 500 companies. Talent acquisition and business development for the consulting firm.

Led technology strategy, design and development of software solutions for JPMorgan commercial card business.

Led the effort to improve online performance of Card Request Manager application by 10x.

Led development initiative for a new ecommerce B2B payment system in the largest growing market segment for a
financial firm.

Mentored junior consultants and helped the consulting firm grow by Talent acquisition.

Mary Kay, Addison, TX

Software solutions in the Enterprise monitoring group for Mary Kay IT division.


Designed and developed software solutions such as Event handling system for managing incident process.

Streamlined organization change control notification system increasing time-to-market along with reducing
technology operating costs.

Led hardware integration solutions such as Netcool/Firewall probe implementations.

3 years of progressive experience in Software Design & Development, and cutting-edge research.


Held continuously progressive roles, from software developer through software lead roles

Technology innovations (Local Aware wireless network services for DoD, Architecture Technology Corporation) and
web site development (Computer Science department website, University of Texas at Dallas,)

Optical networks research in Advanced Networks Research Lab, University of Texas at Dallas.

Ravikiran Karanam, Vinod Vokkarane, and Jason P. Jue, " Intermediate Node Initiated (INI) Signaling: A Hybrid
Channel Reservation Technique for Optical Burst-Switched Networks," Proceedings, IEEE/OSA OFC 2003,
Atlanta, TuJ2, vol. 1, pp. 213-215, Mar. 2003. This research was published in Optical Burst Switched
Networks book.
Keywords: Ecommerce, Customer Experience, Digital Strategy, Product Development, Product Marketing, Marketing Strategy, Competitive Product Positioning, Product Road-Mapping, Customer Acquisition, Search Marketing, SEO, Mobile Commerce, Social Media, Digital Technologies, Digital Innovation, Multi-Channel Retail, Loyalty Systems, Transactional Ecommerce, Change Management, Revenue, P&L Management, Capital Budgeting, Talent Acquisition, Leadership Development

605 11 Street, Huntington Beach, CA 92648 : 714-614-7000 (cell) :

A results oriented entrepreneur and operator with extensive experience in the IT and Professional Services
Industries. Proven track record of starting and building companies that create value for customers and
shareholders across several industries including Military & Defense, Government (Federal, State, and Local),
Space & Avionics, and Residential Real Estate. Primary areas of expertise include starting companies focused
on professional services, software development and data & database architecture design (emphasis on Oracle
Current responsibilities include General Management (GM) of company division focused on design and
development of complex RF subsystems and delivering professional services. Responsibilities include business
development, operations, P&L accountability, leadership, recruiting talent, strategic client relationship
management, engagement planning, and people development. Responsible for providing strategy and thought
leadership to CEO and board around Alliances/Mergers/Acquisitions and future product development.

Avrio Technology Group, LLC., Huntington Beach, CA
2010 - Present
Co-Founder / Senior Vice President / General Manager
Avrio Technology Group, LLC ( is a global electronics manufacturer focused on
Radio Frequency (RF) products. Avrio employs over 185 employees with offices in Middleton, WI; Huntington
Beach, CA; Cambridge, UK; and Hong Kong, China. Co-founded Avrio and serve as the Senior Vice President
as well as the General Manager of the Avrio Systems Engineering (ASE) Division. Responsibilities include
assisting with acquisitions and alliances, daily operations, and oversight of all engineering divisions. Negotiated
the funding of Avrio with Chicago-based private equity firm LaSalle Capital Group. Partially funded the
creation of Avrio with personal capital. Operating at 30% EBITDA.
H&L Rental Homes, LLC., Charlotte, NC
2006 - Present
Co-Founder and Managing Partner
H&L Rental Homes, LLC ( owns over 30 properties and manages over 180 properties for
investors in the U.S. Mid-Atlantic region. Created value in the real estate market downturn by restructuring
existing financing, contributing personal capital, setting up partnerships with local contractors, and finding new
properties to add to portfolio with increased margin. Restructured existing IT infrastructure, property
management software/process, and accounting software. Operating at 45% EBITDA.
Panos Corporation, Huntington Beach, CA
2000 2010
Founder and President
Panos Corporation ( was an engineering professional services firm primarily servicing the
Intelligence community. Provided System Engineering, Software Development, Data Architecture, and
Database Administration to various Federal, State and Local agencies such as the Los Angeles Unified School
District (LAUSD), US Library of Congress, various DoD programs and multiple special US Intelligence
programs. Created value by attracting the best engineers available and getting them security clearances.
Personally funded the start of Panos and built the practice to 25+ consultants with 40% EBITDA. Acquisition
of Panos by LaSalle Capital Group, LLC. was completed in October of 2010.

Panagiotes Karanikas Page 2

Oracle Corporation, Reston, VA

1998 2000
Principle Engineer
Specialized in designing high performance/high availability data centers, networks, and software for the
Intelligence community and U.S. Counter-Narcotics initiatives. Technical lead representing Oracle Corporation
on the development of architectures and software for joint-agency programs in the continental U.S. and South
America. Led showcase account for Oracle in Bolivia by building a remote data center in the Amazon jungle.
The youngest engineer ever hired by Oracle Federal Programs group at the time.
Science Application International Corporation (SAIC), McLean, VA
1997 1998
Sr. Systems Engineer
Telecommunications and Network engineer. Specialized in development of software and IT infrastructure
solutions with emphasis on high performance/high availability communication solutions for the war fighter and
Intelligence community.

Master of Business Administration, Degree Expected (December), 2014
Bachelor of Science, Electrical Engineering, 1997
Cum Laude (Ranked first in EE division graduating class), Presidents Scholar, Chi Lambda Tau National
Honor Society


DoD Top Secret & various compartmental clearances

Intelligence Community Special Programs Multiple Single Scope Background Investigations (SSBI)
Registered DoD Facility Security Officer (FSO)
o Currently FSO for Avrio Technology Group, LLC.
o Ability to initiate new clearances and store information on site
Board of Directors, Greater Madison Chamber of Commerce, 2011-2013
o Public Policy Committee
Volunteer Scuba Diver and Marine Life Educator, Aquarium of the Pacific, Long Beach, CA 2009-2010
Assistant Dive Master
Speak English and Greek fluently in addition to conversational Spanish
Speaker at University of Southern California, Viterbi School of Engineering.
March 29, 2010 Concept to Commerce.
Published Oracle on the Web Cheap ZD Journals. Karanikas, Shiflett; February 2000

Sam Khan
24911 Donegal Way, Plainfield, IL 60585 ~ 630-802-0000 (C) ~




Dynamic, results-oriented Vice President with 20 + years of broad-based, diverse experience encompassing a
wide range of fast-paced, demanding retail and franchise environments. Passionate, hands-on leader with
empowering and collaborative leadership style that engages all levels in strategic programs to drive revenue
and customer satisfaction.
Market Start-Up and New
Business Development
Multi-Division, Region and
Market Sales Leadership

Program Design and

Experience in Field and
Corporate Operations

Employee Development and

Financial, Strategic, and
Tactical Planning

Sleepys The Mattress Professionals, Hicksville, New York, 5/2013-Present
Regional Vice President
Recruited to lead the rapid expansion of an iconic New York brand into the Midwest Region. Designed launch
strategy encompassing operations, marketing, human resources and other teams to ensure partnership and
success. Responsible for the recruitment and development of a strong sales and operations team for stores to
be based in a multi-state region.
Key Achievements
Successfully Launched 30+ stores in the Chicago market with a goal of 100+ stores by 2015
Developed New Store Set-up Processes, focused on precision in talent and site selection
Implemented sales and accountability tools across the company designed to ensure optimal
performance of the Mattress Professionals, District Managers and Market Directors.
Partnered with peers and cross functional teams to help execute a company-wide organizational
realignment to ensure scalability and long term success of the company

Wireless Vision d/b/a T-Mobile, Bloomfield Hills, Michigan, 3/2011-4/2013

Director of Sales
Recruited by CEO to assist entrepreneurial company during a time of high growth to bring sales and
operational efficiencies. Responsible for the ongoing operations of 60+ stores in a multi-state region with
direct oversight of 350 employees and $32M in revenue. Lead the planning and execution of sales, operations
and marketing strategy to achieve profitability and revenue goals.
Key Achievements
Launched new business model in the Chicago market resulting in $1.4M in increased profitability
Managed integration plans for newly acquired companies in Wisconsin and Georgia
Championed multi-cultural marketing campaigns including successful Latino, Polish and Asian
segmentation initiatives

Page 1

Cricket Communications, Chicago, Illinois, 11/2007-2/2011
Director of Sales
Defined go-to-market strategy and built sales and marketing infrastructure to support company owned retail,
branded partners stores and third-party retailers. Developed dealer (Franchise) base across Illinois and
Indiana. Responsible for the successful building and operations of 175+ dealer and company owned retail
stores. Created and implemented new distribution strategy using complex market data and knowledge of local
markets to identify hundreds of new distribution points.
Key Achievements
Created a Successful Ad Campaign Utilizing $1.3M in Co-Op funds to increase brand awareness
Managed Site Selection for 100+ Locations and Negotiated 32 Corporate Leases
Recipient of Leaps and Beyond award for creating a new mapping system to help identify retail store
distribution opportunities for the Ohio market.

U.S. Cellular, Chicago, Illinois, 4/2006-10/2007

Senior Manager, Field Operations
Responsible for operations of dealer and company owned stores. Worked with Regional Vice Presidents and
COO to drive retail sales and operations initiatives. Created alliances with vendors and department leaders to
develop and improve sales processes to enhance operational performance.
Key Achievements
Implemented new sales programs with key vendors (Samsung, LG, Motorola and Kyocera)
Successfully launched a new process to manage MDF and Co-Op funds resulting in savings of
Introduced new Mystery Shop program to help gauge in store customer experience

T-Mobile USA, Chicago, Illinois, 4/2001-3/2006

Senior Manager, National Retail Store Operations 1/2004-3/2006
Responsible for direct operations of 1200+ retail stores across 46 state area. Worked with Vice President to
drive all retail sales and operations initiatives. Collaborated across departments, including Finance, HR, IT,
Marketing and Customer Care, to streamline and improve all sales and operational processes
Key Achievements
Managed $70 Million retail accessory program, increasing sales by 20% in 2005
Created and launched a new retail meeting format including production and post-production of theTMobile Connection retail video, a new internal communication vehicle
Developed New Store Set-up Process, focused on precision in site selection, build out and Opening.
Regional Retail Manager 1/2002-1/2004
Created store management teams to define strategic and tactical plans for growth. Coached, mentored,
motivated and empowered management team to achieve goals in uncharted project areas. Analyzed team
metrics to identify improvement areas.

Master of Business Administration (Expected December 2014)
Kellogg School of Management
Bachelor of Science, Marketing (2000)

Page 2


2101 Market Street, Unit #2308, Philadelphia, PA 19103


Technology Leader with 15+ years experience at Sprint, Comcast, and SETVI. Managed 10+ projects
ranging from $1.5M to $55M in partnership with Oracle, Cisco, Ericsson, Amazon, SAP, and Infosys. Led
a Comcast multimedia product management and development project that earned yearly revenue of
$40M. Led an innovation team that created technology strategies and architecture of Sprints 3G/4G
network for 35M customers. Achieved two US patents. Won Sprints Network President Award.
Holds PhD, EE, University of Kansas and MBA, Kellogg School of Management.
General Management
Analytical and Technical
Chief Executive Officer (CEO)

Vision and Big Picture
Fast Problem Solving

Strategy and Planning

Creative and Agile
Philadelphia, PA

o Managing 9 direct reports, collaborating with 3 board members, and 2 investors
o Raised seed capitals and in process of raising equity from angel investors and VCs
o SETVI v1.0 is developed and released: 2 customers in production, and 15 prospects
o Coordinating with Flaster-Greenbarg Law firm for incorporation and investor agreements
o Developing forecast, financial valuation, and budget in consultation with external CPAs
o Creating Business and Technology vision, Technology Architecture, and Product Value
o Recruiting talent to scale the startup and contribute to our energetic and enjoyable workplace
Principal Engineering Manager

Philadelphia, PA

o Led 24 members teams in RFI/RFP process with procurement budget of $55M+
Selected best vendor solutions for Internet interactive multimedia systems
Participated in the procurement negotiations to reduce cost
Certified and deployed benchmarked product in the network
o Led interdepartmental teams of 26 engineers and project managers in full SDLC life-cycle and
market launch of Internet multimedia products that earned yearly revenue of $40M+
o Presented recommendation and status reports to the C-Level executives
Technology and Analysis
o Architected Comcast 2017 Internet multimedia technology strategy and vision
o Presented to executives project value proposition, charter, plan, and budget
o Developed product and technology requirements, design, and operational models
o Conducted financial, risk, and process improvement analysis
o Awarded 1 US patent and filed four patent applications in US Patent office waiting queue
External Relationships

Sohel Khan Page 2

o Contributed technical due diligence, agreements review, and operational model creation in an
M&A integration team on a $10M SaaS provider acquisition
o Managed relationships with vendors, service providers, and consulting firms
o Represented Comcast in Internet Engineering Task Force (IETF) and CableLabs

Principal Technology Strategist

Overland Park, KS

o Led teams of engineers, scientists, and mathematicians to develop technology evolution strategies
of 3G/4G networks for 35M+ customers.
o Authored technology strategy, network evolution plan, and architecture documents
o Presented recommended Technology Evolution Strategy to C-Level executives
o Managed Sprints 2 multimedia technology research projects at the Columbia University, NY and
Sprints 4 technology research projects at the University of Kansas
o Researched innovative and competitive technologies for threats and opportunities
o Researched revenue optimization and cost reduction models applying microeconomic Game
theory, Internet engineering, and statistics
o Conducted technical due diligence and agreement review in M&A teams in 3 separate projects.
Sprint-Nextel merger project was materialized
o Represented Sprint in Internet engineering standard bodiesIETF and ATIS
o Published IEEE, IETF, ATIS, and ATM Forum papers and standards

o Led teams in architecting and designing Sprints innovative 3G/4G and Internet networks.
o Led RFI/RFPs team to select best vendor systems for Wireless technologies, Web, VoIP, Video, IP
router, application server, and database
o Recommended to VP and SVPs the best vendor system for acquisition
o Developed model and conducted simulations to determine engineering rules and metrics
o Achieved one US patent.
o Won Sprint Presidents award for Year 2000

Ph.D. Electrical Engineering

Evanston, IL
Lawrence, KS

Dissertation: Optimizing Providers' Profit in Peer Networks Applying Automatic Pricing and Game Theory

MS Electrical Engineering

Thesis: The Performance of Heterogeneous Edge-Core ABR Network Supporting VBR Traffic
BS in Electrical Engineering with Distinction


Christopher J. Kodosky
676 So. Berkley Ave., Elmhurst, IL 60126
847-682-6074 (mobile),

Finance executive with broad based business perspective garnered from roles in corporate finance and business development.
Demonstrated ability to lead change and deliver results using collaborative communication, analytical, and leadership skills.
Career progression through a wide range of organizational environments: entrepreneurial, public company, Big 4 M&A
consulting, and international. Highly principled with an ongoing curiosity for learning.
MBA, 2014
BS in Accountancy, GPA of 4.7/5.0, 1995
CPA certification (May 1995, 1st sitting)
2004 Present
Vice President, Finance & Controller
2011 Present
Corporate Controller
2004 2011
A $1 billion, multinational industrial and consumer products company, AMCOL operates in four segments: performance
materials, construction technologies, energy services and transportation. Highly decentralized, it has grown its revenues from
$450 million in 2004 to over $1 billion in 2013 with 50% of its profits generated in over 25 countries. Report directly to the
CFO; selected to actively engage and contribute on a wide range of strategic initiatives with Senior Management. Able to
work effectively across functional and operational lines to influence change.
Treasury, Risk Management and Governance
Renewed our revolving credit facility renewal resulting in a 33% increase in the facility to $300 million, a reduction in
interest rates, and favorable revision in covenants.
Responsible for worldwide foreign currency exposure management program with monthly derivatives trading activity
exceeding $80 million. Implemented software to manage currency exposures and derivatives.
Assist in treasury endeavors including new debt issuance, interest rate swaps, structured transactions, and restructuring
debt covenants. Responsible for managing cash, efforts which reduced debt and increased return on invested capital.
Evaluated a cash pooling program for our European subsidiaries.
Assumed responsibility for the worldwide insurance renewal and helped evaluate a captive insurance program.
Participate in audit committee meetings.
Finance & Accounting
Manage the preparation of all SEC filings and compliance with US GAAP and SEC regulations. Guide subsidiaries in
gathering information necessary to fulfill our public company and management reporting responsibilities.
Responded to multiple SEC comment letters and led the restatement of public filings.
Serve as de facto chief accounting officer and resource for subsidiaries in the application of accounting principles and the
financial statement consolidation. Lead the relationship with external auditors and assisted CFO and CEO to retain new
Manage the accounting operations of the parent holding company, including certain shared services functions. Reduced
close time from 6 to 4 days.
Responsible for implementing sound internal controls and compliance with SOX regulations within a period of 6 months
from joining the company. Successfully encouraged the CFO to create an internal audit department.

Christopher J. Kodosky Page 2

Business Development, Investor Relations, and Other
Selected by executive management to participate in a leadership development program. Voted Most Likely to be CEO
by peers within the training program.
Develop earnings releases, press releases, and marketing materials.
Participated in IR meetings with potential investors and analysts as well as quarterly earnings calls and announcements
with CEO and CFO.
Responsible and participated in various portions of M&A activities including negotiation, due diligence, structuring, and
funding. Team player in consummating over $95 million of acquisitions within a three year time horizon.
Helped establish a foothold in India. Negotiated a transition service agreement and established the corporate finance
function in India from scratch, allowing AMCOL to acquire certain assets and begin operating independently without
Served as financial manager for a Russian JV, managing the relationship between the JV and AMCOL. Monitored
business performance of the JV and advised on courses of action.
Established and managed the annual and three year plan process, including issuing guidelines and assisting in the
evaluation of plans.
Led the worldwide implementation of SAP BPC consolidation software. Business process owner in the implementation of
SAP ERP software, working across functional lines to improve the integrity, sustainability and relevance of financial
GVW HOLDINGS, Highland Park, IL
2000 2004
Corporate Controller
Director of Finance
Assistant to the Chairman
Private-equity backed automotive OEM with $650 million of revenues that designed and assembled automotive chassis and
trucks for recreational vehicle and industrial applications. This highly leveraged, entrepreneurial company grew revenues and
profits by CAGRs of 25% and 30%, respectively. Reported to the CEO and CFO.
Responsible for financial statement consolidations of 10 subsidiaries, private equity reporting, financial analysis, and the
annual financial statement audit. Developed and implemented corporate accounting policies and GAAP compliance.
Fully responsible for highly leveraged, cash management activities.
Interim CFO for several months when the previous CFO resigned.
Gained front line, operational experience as controller for a $125 million subsidiary undergoing financial and operational
distress. Reorganized the finance function and influenced change in the supply chain, manufacturing and IT departments.
Responsible for all aspects of a service parts acquisition that provided a 100% payback within 12 months. Assisted in
operationalizing the acquisition, including establishing warehouse operations, accounting systems, and recruited key
Oversaw a Mexican subsidiary and managed the relationship with its minority investor.
Managed the financial planning process and developed key performance indicators and ratios to measure each business
Assisted subsidiaries to improve results by leading targeted initiatives, such as increasing a program to increase revenues
by rationalizing truck configuration options.
Led two corporate development projects with European OEMs. Managed outside manufacturing advisors, modeled
business relationships, developed and delivered presentations to senior management and partners, and led teams of
operating specialists to investigate the viability of the ventures.
PRICEWATERHOUSECOOPERS, Transaction Services, Chicago, IL and London, UK
1995 2000
1997 2000
Sr. Associate
1996 1997
1995 1996
Provided financial and operational M&A due diligence services for strategic and financial buyers focusing primarily on the
service, software, manufacturing, and technology industries. Helped identify hidden synergies, negotiate purchase price
reductions and develop alternative transaction structures.
First associate hired to help start-up this newly formed service line. Received two early promotions and was instrumental
in determining the scope of services offered to clients and procedures on how to conduct them.
Supervised and evaluated team members and staff, managed client expectations, coordinated services of specialist teams,
conducted and reviewed written reports and analyses, and presented findings to clients. Managed fee structures and billed
Gained international experience as the first individual offered a 1-year secondment to London. Worked to strengthen
relationships with overseas clients and improve product deliverables. Developed an understanding of the economic
environment in Europe.

Jacob Khler, PhD

3627 Brumley Mews, 46033 Carmel, IN, USA
(317) 225 4737
Strategic leader of global organizations and cross-functional teams. Passionate about innovation and driving
change. Pursuing an international career to broaden and leverage business skills developed during the recent
Executive MBA studies at Kellogg School of Management. Areas of expertise include:
Visionary leadership and strategy implementation
Change management and organizational design:
structure, processes, guiding principles
Positioning people for success; assessing people
and their strengths, values and diversity
Outcomes focused strategic thinker, combines
intuition and deep analytical thinking

Technology management
IT management: strategy, governance, lifecycle
management, technology evaluation, data
management, tech support, capability development
Innovation management
Deep technical and scientific expertise in Biology,
Computer Science and Bioinformatics

DOW CHEMICAL, AgroSciences Division, Indianapolis, IN
2010 - Present
Biotech/Agricultural Industry
Director / Global Leader R&D IT and Data Analysis
Lead the ITDA (IT and data analysis) group. Accountable for 100 staff members, > $30 million annual budget,
$2-5 million capital per year.
Led the creation of ITDA by integrating six fragmented IT and analytics teams into one centralized
customer focused unit within the first three months of arrival in the new job
Developed the ITDA vision and strategy with the objective to empower R&D to out-innovate our
competitors by making predictive, data driven decisions
Implemented the ITDA strategy through initiatives and balanced score cards
Created IT governance structures: teams, portfolio management, stage gate processes for systems
development, architecture teams
Grew and developed talent in the group through training, recruitment and role changes; at least half of
the staff are new recruits or experienced a significant role change
Created a culture of respect and effective partnership with IS and IR (DOWs central IT groups)
Saved > $10 million capital by rightsizing the data center and high performance computing environment
Successfully made the business case to invest an additional $75 million over the next few years to
upgrade the R&D IT systems and analytics capabilities to meet the companys growth aspirations
ELI LILLY, Indianapolis, IN
2008 - 2010
Pharmaceutical Industry
Group lead / Research Scientist IT
Led and positioned the Biomedical Informatics group. Launched cross functional projects with IT, Global
Health Outcomes, Statistics and R&D. (2009 2010)
Identified and prioritized several novel drug targets for cardiovascular diseases
Led the development of computational methods for drug repurposing and therapeutic switching
Delivered text mining capabilities, saving 5 person years of manual work
Led an Architecture and Capabilities group. Initiated and implemented architecture projects by leveraging a
Chinese outsourcing provider and Lillys Informatics team in Singapore. (2007 2009)
Developed a reference architecture for data integration
Benchmarked and evaluated data integration solutions through POCs (Proof of Concepts)

Jacob Khler, PhD Page 2

Identified capability gaps in text mining and user interface design, resulting in two new positions

TROMS UNIVERSITY, Protein Research Group, Faculty of Medicine, Troms, Norway

2007 - 2010
Associate Professor II (Visiting professorship)
Received invitation to this part time professorship after supporting the group to win government research grants
that resulted in funding 10 new research positions. Taught Bioinformatics classes, co-supervised students,
consulted on research projects and proposals.
2004 - 2007
Crop plant research institute.
Principal Investigator Bioinformatics
Created and recruited the brand new bioinformatics group (10 members). Established a strong reputation by
creating a cutting edge research agenda in integrative bioinformatics and plant systems biology. This was
achieved by addressing the needs of in-house-scientists, partnering with leading research groups, organizing
several bioinformatics conferences and by establishing a strong publication track record.
Raised approximately $3 million in external funding across 5 projects
Established the scientific computing infrastructure (investing approx $200k in hard and software)
2001 - 2004
Doctoral and Postdoctoral Research Associate
Lectured classes in Bioinformatics. Wrote and coordinated grant applications (EU, DFG) involving 18 groups
from different EU countries. Developed and published research on database integration.
1998 - 2001
Research Associate
Performed research on the semantic integration of biological database. Taught applied statistics and
ecotoxicology classes. Wrote and compiled EU project reports. Managed the Windows network.
Executive MBA, degree expected December 2014
PhD in Bioinformatics, 2003
Diplom ( Masters), Subjects: Zoology, Computer Science, Biological Oceanography, 1997
Vordiplom, Grundstudium Biology (basic studies), 1993

Authored 30 peer reviewed journal publications; gave more than 20 conference talks
Board member and peer reviewer for several scientific journals, conferences and projects
Taught 20 university lectures and classes in Landscape Architecture and Bioinformatics
Languages: English - fluent, German - native speaker
U.S. Green Card holder - EB1(b)- Extraordinary ability petition / Outstanding Researcher

Ravi Konkimalla

15717 57 Place N, Plymouth, MN 55446

cell (952) 356 5503
Senior General Manager with over 15years of experience focused on Cost Optimization, Business Process
Design & Implementation, Corporate Planning, and Change Management.
Strong leadership, people development, coaching, and resource utilization skills
Proven ability to manage cross functional teams to deliver large projects that drive organizational

2005 Present
Manager (Senior), Solution Engineering, Technology Services (2011 Present)
Ensure IP retention, planning for optimal resource utilization, and process design for cost optimization and
quality of solutions.
Business Operations
Led a team of ~100 engineers to execute on software development projects worth $125MM+,
delivering on-time and on-budget solutions
Mentored and coached the team to improve team member engagement by 50% (to 93%, measured as
part of an annual survey)
Corporate Planning
Orchestrated resource planning to meet current and future needs across multiple teams to execute on
Multi-channel initiative (~$150MM spend) to ensure timing and quality of solution development
Leveraged strategic vendor partner relationships to improve the IP coverage by 25% (to 65%)
Led cross-functional teams to improve efficiency (~20%) and quality (~25%) of software solutions
Defined processes to streamline and optimize estimation process in a matrix organization
Process Leader/Manager, Supply Chain Performance Management (2008 2011)
Business owner of performance measurement solutions, solution roadmap planning with technology
partners, people management, and project management.
People Management
Led a team of 5 Project Managers to provide solutions that optimized key operational goals: payroll
cost, inventory optimization and flow rates
Project Management
Championed development of performance management systems to implement robust governance of
projects, resulting in savings of ~$8MM per year
Drove strategic business intelligence projects ($300K - $1MM) to improve decision making capability;
saved the business unit approximately $4MM
Process Design & Improvement
Represented business unit at Information Security Steering Committee to design, plan, and implement
security strategies to reduce corporate exposure to potential data security threats
Defined and implemented processes to manage deployments, implementations and defect resolutions to
avoid conflicts and minimize impact to business operations

Ravi Konkimalla Page 2

Project Manager, Business Services (2006 2008)

Internal consultant working with business units to identify opportunities to leverage Targets newly
established offshore captive center.
Business Development
Directed the strategic planning and execution of Target India initiative for multiple business segments
Project Management
Executed projects resulting in savings of $25MM over 5yrs while leveraging ~120 team members
Led cross functional teams including Business owners, Target India operations, Human Resources,
Technology support, Employee Relations, and Training to successfully complete projects
Defined standard processes, tools, and practices to ensure successful and consistent transition of
knowledge and business processes to Target India (offshore captive center)
Defined success measures to accommodate and measure India operations and led process reengineering efforts
Six Sigma Black Belt, Technology Services (2005 2006)
Led Six Sigma projects within technology services area resulting in savings of $1.2MM
Part of team that drove integration and implementation of Lean/Six Sigma concepts which defined
processes to streamline software development projects reducing changes in business requirements by
Developed CBA & NPV analysis models to build business case for Six Sigma projects
Coached and mentored team members to successful completion of Six Sigma training and certification
1998 2005
Sr. Quality Systems Engineer, Standards Engineer
As Six Sigma Black Belt, led process improvement projects, modeling, and problem solving analysis
Oversaw activities of a cross functional team of 15 to establish common reliability objectives between
six development sites across the world
Defined and implemented an engineering change management process that reduced errors by ~25% and
improved time to market
Designed and implemented Quality Systems to reduce risks and improve predictive modeling
Evaluated designs and created standards for testing recording heads in production

Master of Business Administration, degree expected, June 2014
Master of Science in Industrial Engineering, Minor in Statistics, 1998
Bachelors in Engineering in Mechanical Engineering, 1996


Interests: Cricket (captain of an amateur cricket team), Racquet Ball, Running, Investment club and
spending time with my family
Six Sigma Black Belt Certification Seagate Technology, August 2002

Chicago, IL | 917.428.5749| | @kdkostrzewski

An Innovative, passionate and results-oriented professional with a cross-functional leadership background in client
engagement, enterprise sales, operations, and strategic marketing. Possesses strong interpersonal, communication
and development skills, with a proven ability to deliver against aggressive project objectives, revenue goals and client
satisfaction. Demonstrated ability to unite cross-functional teams and business units to create and achieve aggressive
organizational goals with efficacy and innovation as key drivers.

Pearson, the world's leading learning company, has global-reach and market leading businesses in education,
technology, and consumer publishing
Account General Manager Large Accounts Chicago (August 13 Present)
Responsible for the brand and reputation of Pearson and all products, services and solutions in strategic accounts,
including Chicago Public Schools. Accountable for achieving and exceeding Pan-Pearson revenue objectives and
building long-term strategic relationships with the district leadership.
Developed strong strategic and results-oriented relationships with CPS Leadership, driving a significant change in
client perception and engagement with Pearson, transitioning from vendor to partner.
Manage Pearsons Business relationship with CPS, which includes revenues over $20MM annually, working with
Chief Business Officer and heads of Technology, Assessment and Instruction to increase program effectiveness
Lead Pearson engagement with CPS on 1:1/Personalized Learning, serving as a consultant to the district to drive
cross-departmental conversations between Technology, Instruction, Assessment and Accountability around digital
transformation. Current engagement will lead to significant revenue opportunities for the years to come.
Ongoing Strategic engagements that will lead Chicago to become Pearsons marque large district customer.
Engagement Manager K12 Solutions (January 12 - August 13)
Pearson lead on strategic accounts, including Chicago, New York City, Cleveland, and Virginia Beach, managing the
overall client relationship across all business units.
Responsible for managing cross-functional revenue and adoption strategies, building a cohesive, aligned team of
Sales and Services Executives across all business units
Identify opportunities to sell additional products and consulting services by working with the entire portfolio of
Pearson companies and/or partner solutions which best meet the needs of the client
Prepare an annual strategic account plan, supporting the district goals and priorities
Serve as an escalation point for project and implementation related issues, oversee client renewals and
monitor/maintain customer satisfaction, while managing client expectations against goals
Leading provider of instructional improvement education software that increases student achievement, teacher
quality and operational efficiency (Acquired in June 2011 by Pearson Education)
Program Manager Chicago Public Schools (January 09 December 11)
Lead for high profile district program strategy, budget reconciliation, client relationship and overall success.
After taking over as client manger, oversaw efforts that saw application usage increase over 100% annually for
three consecutive years, working with Assessment, Technology and Accountability teams
Efforts in Chicago drove the foundation for deployment strategy for large-scale online assessments and summer
school deployment practices, used across multiple clients.
Secured contract renewals (3) of $1MM+ based on adoption, client satisfaction and program effectiveness.

Keith D. Kostrzewski Page 2

Implementation/Project Manager (January 09 December 11)
Managed multi-year projects with executive stakeholders at city school districts across the United States, including
management of implementation strategy and day-to-day coordination of project teams, implementing the Schoolnet
Instructional Management System. Collaboration with district leadership to support academic objectives, construct
professional development strategies and maintain alignment
Clients include: School District of Philadelphia, Virginia Beach City Schools, Irvine Unified School District,
Eagle County Schools, Alexandria City Schools and others.
Regional Sales Manager, Northeast/Mid-Market (September 07 October 08)
Responsible for identifying, creating and managing relationships regional clients and led the development of a new
mid-market sales strategy expand market share and increase revenue.
Sales and Marketing Operations Manager (August 04 September 07)
Responsible for managing, reporting and evaluating key process, teams and metrics around sales efforts and
marketing programs. Also served as a liaison for the Sales team to all cross-functional teams including client services,
technology, and product to ensure teaming and support to close new business.
Forecast management and performance evaluation to identify growth opportunities and internal improvements,
supporting annual bookings increases of 100% for 3 consecutive years.
Collaborated with Finance and Product to analyzing cost structure and pricing strategies.
Management of Sales Support team (RFP Manager, Solution Specialists, and Field Marketing).
Lead implementation of sales methodology around The Complex Sale.
Managed field marketing (campaigns, events, branding, and webinars) to achieve sales goals.
Company Project Manager for enterprise-wide CRM purchase and implementation.
A Houghton-Mifflin Company, Education Technology Firm, which developed a software platform to integrate
assessment, instruction, custom publishing and teacher development
Sales and Marketing Operations Manager
Responsible for weekly sales forecasting and reporting to Senior Management
Managed Support Team, including Inside Sales Representatives and Proposal Team
Planned, executed and moderated National Sales Meetings, Executive Briefings and Trade Show events
Provided strategic direction and project execution during a merger in 2001.


Guest Services and Gameday Operations Graduate Assistant

Managed Guest Services team responsible for Fan satisfaction and game day operations enhancements
Developed inaugural Buffalo Bills Fan Guide and online Customer Satisfaction Tracking System
Supported Event Marketing in Sponsorship Activation and VIP Experience.

Executive Masters of Business Administration, 2014
Recanati Graduate School, Tel-Aviv University: Global Elective, Intellectual Capital Management, Venture Capital
Bachelor of Science, Marketing, 1995
Men's Varsity Soccer, 95-98 - Co-Captain; Big East All-Academic Team
Athletic Department Work Study (Sports Information, Compliance)
Hasbro Childrens Hospital Volunteer

7510 NW 7th Street, Plantation, FL 33317


Chief Information Officer / Chief Technology Officer

Highly accomplished, results-focused Senior IT Executive / Officer with proven track record of topline impact
through innovation, new product design and implementation; creating new partnerships and new channels to
support corporate growth through maximum return on IT investment. Exceptional skills in customer service,
business development, contract negotiations, outsourcing and problem solving.

Strategic Planning
Technology Evaluation
IT Governance

Team Building & Development
Systems Design & Integration
Service & Process Improvement

Vendor Management
Software Engineering
Budget & Cost Control

2002 Present
Chief Information Officer / Chief Technology Officer (2008-present)
Promoted to oversee all technology operations for international parent company, which included up to 5
business units for revenues of up to $350M. Duties included strategic planning, development of policies and
procedures, M&A operations and IT evaluations; managing daily activities, such as software development,
ERP/CRM implementation, VOIP service deployment, 24x7 network operations center, telecom and network
infrastructure, multi-datacenter support and virtualization. Manage a team of 32 operational employees
worldwide in Turkey, Argentina and Ecuador. Manage outsourcing teams in Germany, India and Poland.
Administer over $10 million budget.
Selected Accomplishments:
Enabled $50M in expected new annual revenues by leading the operational design, development and
deployment of a Wholesale Cloud Solution platform. This platform was the winner of The Product Of The
Year Award for 2012-2013 from TMCNet.
Secured $10M in new revenues from client by completing a PCI initiative in three months.
Facilitated $40M in new revenues by leading the design, development and deployment of 2 new platforms.
Enabled $10M in new sales by implementing specialized development practices to eliminate fraud on
eCommerce website from 600 chargebacks per month to less than 3.
Saved $1.25M over 3 years by negotiating new collocation contract, negotiated a discount for additional
business and a cap on power cost.
Realized $950,000 in annual savings by leading multi-tiered project to implement geographical redundancy,
merge 3 data centers, consolidate networks for 5 international companies, and terminated 28 facilities.
Created SLAs, RFPs, and pricing structures, and prepare responses to incoming RFPs.
Operational Improvements:
Optimized project management performance by implementing new Project Management Office (PMO).
Planned and managed successful PCI Level-1 compliance initiative and achieved compliance 8 months
ahead of schedule. Project included risk assessment, new policies and procedures, and infrastructure change.
Directed critical move of three 24x7 data center simultaneously with zero downtime.
Increased stability and quality of services by introducing new processes and technologies, including
outsourcing of email, custom network security policies, hardware selection guidelines, and global
management systems.
Instituted professional development programs and policies for team certification in Project Management
(PMP), Six-Sigma, Microsoft Technologies, CISCO Security and Networks.
Improved operations by instituting SOPs for business continuity, disaster recovery, data retention,
application development, IT security, vendor relations, outsourcing, and management of information.

Spencer W. Lamy Page 2

Chief Technology Officer, Auris Technology Division (2005-2008)
Directed technology functions for $90M multinational company that is a subsidiary of CIMA Telecom Group,
which provides telecom platform solutions to global services providers. Oversaw data center operations, facility
security and power, backup functions, and web marketing projects. Supervised a team of 15 employees.
Retained by CIMA after funding, to head IT operations for parent company.
Selected Accomplishments:
Delivered $10M in savings and reduced equipment costs 98% by utilizing open-source software.
Produced $1M in savings by implementing network security procedures that identified fraud.
Recovered $800,000 in erroneous chargebacks by investigating corporate payables.
Contributed $500k in cost reductions by leading a large-scale server virtualization initiative.
Operational Improvements:
Enhanced productivity and reduced risk by implementing disaster recovery/business continuity plans.
Contributed to profitability by introducing inventory control system to track assets and tag equipment for
Dramatically improved network security by implementing certificates for secure VPN connectivity.
Instituted professional development programs and policies to get my team trained and certified in the latest
Chief Software Architect, Auris Technology Division (2002-2005)
Recruited to oversee software design, engineering, development and delivery of telecom products and
accounting software services for a startup company. Supervised a team of 10 employees.
Selected Accomplishments:
Enabled $50M in revenues by leading the hardware architecture, system design and development of Cloud
Based Real-Time Enterprise Billing and Accounting solution for commercial product.
Enabled the support of 30 million subscribers by directing the design and launch of SaaS Prepaid telecom
service system. Engineered an API strategy and web transaction system to enable anonymous use of Auris
platforms by private label customers.
Performed vendor sourcing and technology selection. Managed capacity and continuity.
Operational Improvements:
Reduced costs and improved productivity by replacing legacy PBX and introducing video and voice
conferencing, secure VoIP, voice mail-to-email, E911, call grouping, and other services.
2000 2002
System Engineer / Software Engineer
Provided consulting services, including software development, troubleshooting, system design and deployment.
Enabled $150M in added equipment sales by designing and simplifying VoIP infrastructure for customer.
Executive Master of Business Administration, Expected May 2014
Masters of Sciences in Computer Information Systems Security (NSA/DHS Certified), 2008
Bachelor of Science in Computer Engineering, 2001
Member of South Florida CIO Board. Member of Upsilon Pi Epsilon, the International Honor Society for the
Computing and Information Disciplines.

56-25 Hollis Court Blvd, Fresh Meadows NY, 11365
C: (516) 659-4460

A seasoned technology business manager, with a 14 year track record of monetizing complex technologies and
leading non-aligning teams with limited resources in challenging climates to consistent successful results.


2003 - Present

Marketing Strategist - Verizon Wireless Device Marketing

(2013 Present)
Selected into the most elite HQ team, portfolio planning, responsible for the planning and final selection of all
Verizon Wireless Devices in our portfolio. Also responsible for developing / managing future device roadmaps.
Primary Verizon external lead to OEMs on all technical, physical and feature mix device requirements for
the Pre-Paid and the Enterprise business. Primary VZ internal lead on all wireless devices requirements
Internal strategy consultant, responsible for assessment / recommendations for key VZW special projects
Business / technical analysis of all customer segments, competitor portfolios, supplier and partner profiles
Define scope of alignment with compliance with VZW technical standards, sourcing and go to market plans
Product Marketing Manager - Verizon Enhanced Communities
(2008 2013)
Team leader / product manager, responsible for the lifecycle product management and sales support of advanced
FiOS video applications, emerging technologies, all FiOS Data / Voice / infrastructure products, for all Verizon
Enhanced Communities (serving Multi-dwelling properties, $1 billion + annual revenue)
Successfully selected, managed and led 100+ team members, to develop and launch an advanced video
solution, Narrowband Laser Community Channel; accomplished this with only 60% of budget, 28% of
personnel, 8 months ahead of schedule, with no previous required technical / project experience
Successfully created sophisticated final buy forecasts, recommendations (VDSL1/VDSL2, BPON/GPON
Platforms, for ONTs/Modems) that directly impacted $42+ million in expense risk reductions and the
equipment capital purchase of over $85+ million, with no previous work experience
Led the development and the G/A launch of the FiOS Digital Voice ($287,000,000 in annual revenue,
serving 2 million+ active customers) for the MC-ONT platform (227K servable living units)
Lifecycle product management of all FiOS Data related projects for VEC, ($450,000,000 VZ Revenue)
Marketing Manager Verizon Telecom
(2006 2008)
Responsible for the strategic tactics performance analysis, customer positioning, metrics scorecard development,
vendor management, creative selection and sales analysis focused for all Verizon Regions.
Successfully developed innovative bi-weekly scorecards that analyzed all key marketing campaign results
NATIONAL: Assessed all marketing performances, recognized patterns and recommended actions
Analyzed and developed key monthly All Regions Marketing Performance Deck for all crucial products
Responsible for the assignment & management of TFNs and the entire 3000+ URL bank for
REGIONAL: Executed Bill Message, Bill Insert and Extra marketing tactic to 7 million NY households
Developed performance metrics for Direct Mail, TV, Radio, Print and other marketing tactics
Product Marketing Manager Verizon Enterprise
(2004 - 2006)
Promoted to a leadership role with lifecycle product responsibility for Centrex, Verizon product that generating
$567,000,000 in annual revenue and $1,621,000,000 in direct pull through revenue in 2004.
Developed go-to-market market plans that enabled Centrex to exceed 2005 sales target objectives

Soung Lee Page 2

Crafted competitive positioning and tactical sales strategies that energized Centrex and VoIP-Centrex sales
Produced proposals, white papers, customer presentations and many other invaluable sales enhancing tools
Created sophisticated statistical analysis, forecasting metric tools while working directly with sales teams

Business Development Manager Verizon Enterprise

(2003 - 2004)
A multi-million dollar quota bearing sales position, responsible for new business enterprise sales of advanced
network solutions such as SONET, CISCO, etc. for multi-national accounts with HQs in NYC.
Sold more in 6 months at $3,200,000, than previously sold in my territory in the past 6 years combined
Only Manager to ever make and exceed his quota in difficult territory in 3+ years, ending the year at 102%
Found & closed $500K new sale first month, achieved 2789% of previous year sale for the key account
VERINT CORPORATION, CRM Contact Center Solutions, Woodbury, NY


Global Product Marketing Manager

Responsible for all client-facing business strategy related to the worldwide development, deployment and the
positioning of the flagship Contact Center CRM product.
Formed a comprehensive go-to-market sales launch and competitive strategy for the global sales teams
Successfully developed a comprehensive Return on Investment justification calculator, briefs and toolkits
Recreated RFP responses, white papers, customer presentations, product descriptions and other sales tools
ERICSSON, Mobile Internet Applications, Woodbury, NY


Global Product Marketing Manager

Responsible for the long term planning, business strategy development, product management and global sales
training / RFP support, for the mobile imaging / entertainment product line.
Successfully developed and launched the Communicam; the first Camera Phone in North America
Developed, prioritized and achieved budget approval for the global business plan for the Communicam
including;) product sourcing / development plan, revenue / cost models and the launch / marketing plan
Ericsson Certification in: Product Management, Wireless New Technologies, Mobile Internet Sales

1999 - 2001

Enterprise Sales Executive

Quota bearing, enterprise sales position, responsible for selling new outsourcing contracts, Xerox products and
services for new and existing global, enterprise NYC corporate accounts.
Successfully met and exceeded sales quota (118%), while growing existing business volumes from clients
Youngest individual selected into a rigorous executive-level enterprise marketing and solution sales training
Xerox Certification in: Buyer Focus selling, Advanced Buyer Focus Selling, Strategic Outsourcing Sales

Executive MBA Candidate

Evanston, IL
degree expected 2014


Bachelor of Arts in Communications, Minor in Business
All-inclusive four year full scholarship, Deans list, Honors Society Leader, Presidential Scholar


1155 Brickell Bay Drive, #1808, Miami, Florida 33131



Results-driven, highly-resourceful and innovative relationship manager/business developer with

outstanding sales and marketing, management, financial, logistics and interpersonal acuity; a reputation
for successfully seeking and identifying new accounts; and an enthusiasm for traveling in the pursuit of
business. Entrepreneurial-spirited, organized and articulate communicator, who is effective under
pressure, excels at implementing business strategies, resolving problems and exceeding profit
expectations. Hardworking, contributory and positive team member, who exercises sound judgment, has
excellent public speaking, curriculum development and training abilities, and propels customer sales and
loyalty through consultative, educational guidance. Focused, productive and technology-savvy decision
maker, who consistently adheres to the highest standards of ethics and personal performance.



Master of Business Administration



Bachelor of Arts in Political Science; concentration in Economics



Washington, D.C.

Villars, Switzerland

2011 to Present


Miami, Florida
(Floral industry provider of fresh-cut flowers and category management solutions to mass-market
chains throughout North America.)
Founder, President
Achieved $8 million in sales of fresh-cut flowers by year end 2013; projecting $12 million in sales
for 2014.

Floral category management services include innovative solutions that increase sales through
consultative pricing analyses, supply chain management, product design, packaging, and in-store
display designs.

2002 to 2011

Miami, Florida
(Floral industry market leader that breeds, grows and distributes fresh flowers to wholesalers and mass
market customers throughout the United States and Canada; 7,000 employees and $100 million in
annual sales.)
Strategic Relationship Manager (2008 to 2011)
Spearheaded new department that generated and grew new supermarket sales throughout North
America, ending the departments first year with $19 million in sales, $6 million of which was
personally generated. Among key accounts: Wal-Mart, Sams Club, Publix and Giant Ahold.

Page Two


Account Executive (2002 to 2008)

Top producer among 23-member sales force for three consecutive years, generating 13% of
companys North American sales. Achieved this sales distinction within the shortest period in
company history.

Generated $2.5 million in new business in first year, and reached $6 million in sales at year end
2011, with a perishable-product unit price of $.30.

Conducted multiple seminars annually to wholesalers and their florist retailers as a consultative
sales approach to help grow their businesses, an effort that consistently increased Esmeralda sales.

Coached and mentored new salespeople.

Strategically planned and led complex business expansion project, which resulted in streamlining
time-sensitive product distribution, reducing freight costs, and substantially increasing market share
and sales.
2001 to 2002


(Provider of nationwide financial and insurance services.)

Miami, Florida

Financial Advisor
Generated sales and grew business by conducting numerous client seminars on retirement, 401K
management, IRAs and multiple insurance programs.

2000 to 2001

Paris, France
(Provider of loans to microfinance institutions throughout the developing world to aid the fight against
Research Analyst
Researched Latin American credit institutions/potential markets, conducted feasibility studies, and
developed proposals, establishing institutional relationships to facilitate funding to assist povertystricken people.


Fully fluent in English and Spanish; conversational French.

Boris Lester

4910 W. 77th street #301, Edina, MN, 55435 (612) 212-3712

Multilingual Operations leader with a diverse background in building teams, project management and
transforming business units. Execution-focused leader with a proven track record of developing people who
deliver results. Seeking a Global Director that requires ability to link financial impact to business strategy.

2005 - Present
GE Energy Water and Process Technologies
North American Filters & Membrane Quality Leader, Minneapolis, MN
2012 - Present
Lead a world class 7-person organization, including 3 senior engineers, across 4 North American plants. Team goals
focus on improving product quality, leading Lean & Kaizen activities, and new product introductions.

Managing the qualification aspects of a new $18MM+ expansion project including a new facility, design,
purchase, and relocation of equipment, to be completed over 3 years.

Led the transition of quality processes as part of a $15MM plant divestiture.

Achieved $3.6MM+ decrease in scrap and warranty for 2012 and 2013 by reorganizing 50% of the team
through recruitment of new talent and improving analytical capabilities.

Leveraged customer feedback to decrease issue resolution time by 50%.

Established a Kaizen Promotion office that identifies high potential operators and provides Lean training. In
2013 the team of 4 completed 100 kaizen events, resulting in $300K of variable cost productivity.
GE Capital Americas
Sourcing Operations and Supply Chain Leader, Stamford, CT and Eden Prairie, MN
2010 - 2012
Managed a 30-person purchasing team supporting 3,000+ users across North America with a yearly spend of
$600MM. Led process for product selection, vendor qualification and screening, set up and conversion of
requisitions into purchase orders and payment disbursement.

Identified and eliminated 4 of 12 steps, in the purchasing process resulting in a 44% time improvement.

Partnered with IT team to develop a user interface eliminating incomplete invoices leading to a 20% increase of
on time delivery from vendors to GE Capital.

Eliminated 11K of redundant and small purchase vendors by leading the simplification initiative

Successfully transitioned 4 newly acquired financial leasing businesses to Oracle ERP purchasing over 2 years,
resulting in a more simplified system landscape for GE Capital.
GE Corporate
Senior Auditor Financial and Operational, Detroit, MI
2008 2010
Conducted audits for GE Capital (Russia & Latvia), GE Transportation (US & Italy), GE Energy, GE Corporate and GE
Aviation. Primary areas of focus were balance sheet, income statement and compliance investigations.

Led M&A work for a $2B European Bank acquisition, resulting in a new reserving method.

Responsible for the development, daily deliverables, and satisfaction of 10 junior associates; promoted 5
trainees to Senior Audit Manager over 2 years while traveling between customer sites 100% of the time.

Identified a variance between the physical inventory and the ERP inventory resulting in a $20MM write-off.

Received two monetary rewards for team leadership, and going above and beyond client expectations.
GE Water
R&D Program Manager, Boulder, CO
Managed the development and design of a manufacturing process to make a portable water analysis device.
This included relocation, installation and startup of equipment from a lab in New York to Colorado.
Identified a product flaw, resulting in project cancellation, avoided a $11.2MM purchase of raw material.
Established a new supply chain of raw materials to support 1MM units per year production line. Negotiated
contracts resulted in a $8.4MM cost reduction.

Boris Lester Page 2

Partnered with Human Resources to design roles, and recruited 10 operators and 5 engineers .

Sourcing and Lean Leader, Minneapolis, MN

2005 2006
Coached 5 buyers responsible for the following commodities: fiberglass parts, circuit boards, packaging, and
motors. Negotiated key contracts that delivered year over year deflation. Implemented lean principles by
mentoring plant personnel on identifying and eliminating non value added work through visual management.
Implemented a preferred supplier program to drive savings resulting in utilization of 70 - 80% up from 20-35%
and a 10% overall savings. Renegotiated metal fabrications contract of $30MM, saving $3.6MM.
Achieved a 12% decrease in printed circuit board spend by sourcing from countries with lower costs.
Supervised 3 Kaizen events resulting in a 30% increase in production capacity.
Led training seminar for 300+ operators focused on Lean manufacturing and 1 piece flow.
Eliminated 60% of material movement time through installation of wireless infra-red guns eliminating
travel time for operators back to computer terminals.
Environment Operations & Safety Engineer, Freeport, TX and Midland, MI
2002 - 2005
Responsible for operational readiness and maintenance of plant environmental assets including incinerator
plants, landfill, and a waste water treatment plant. Planned and executed the turnaround of environmental
assets and developed a maintenance program to manage water distribution across the 7,000 acre site.
Led a team of 6 maintenance personnel, 3 project managers, and 2 sourcing specialists.
Planned and executed the shutdown of 2 plants which included: replacement and alignment of Incinerator
impeller ($4.7MM), and overhaul of Wastewater treatment plant holding tanks ($2.3MM).
Established preventive maintenance program for Water Pump Stations, cataloging equipment and
implementing a standard preventive maintenance schedule saving $600K annually.
Vice President of Consulting, Detroit, MI
2002 - 2012
Oversaw new business development in the sale of vibration testing, paint furnace and robotic equipment to
Eastern European regions. Conducted lectures abroad, and managed logistics for overseas shipments.
Recruited and managed 3rd party vendors responsible for blueprints, proposals, and contracts.
Developed negotiation and supply chain material used for lectures presented to Russian and Ukrainian
executives. The lectures were delivered 3 times over 2 years with attendance of 300+ people.
Engaged by US Automotive companies to identify opportunities in Russia, this led to 6 contracts for the
purchase and delivery of $28MM of automotive paint finishing and testing equipment.
Successfully managed the transfer of an automotive production facility from Detroit, USA to Nizhny
Novgorod Russia, totaling 1,200 containers and $56MM worth of equipment over a 2 year period.

English (fluent native), Russian (fluent), Spanish (conversational)
Green Belt and APICS certified
Ambassador, Childrens Lighthouse Hospice of Minnesota charity (2012 - Present)
Sculpture/metal work experience with focus on aluminum, bronze and copper sculptures (1996 - 2004)
Sports: Competitive runner; Completed 3, 200-mile 36 hour Relays (2010-2013); Ultimate Frisbee team
captain (2010 - Present)

Executive MBA, (2012 - 2014) Expected graduation December 2014
Bachelor of Science in Mechanical Engineering, 2004
Co-op educational program with Dow Chemical Company (2001 - 2004)


11 Pawnee Road East Brunswick, NJ 08816 (954) 609-0039


15-year track record of success in management of innovative technology initiatives in Fortune 100 companies
Executive MBA from Kellogg School of Management with concentration in Strategy, Innovation & Entrepreneurship
Technically sophisticated, corporate entrepreneur with a proven ability to innovate and grow businesses from start-up mode to fullscale business units. Strong understanding of business and technical knowhow to manage product roadmaps, launch products and
scale rapidly. Skillfully manage global, multidisciplinary teams operating in multiple international locations. Adeptly develop and
maintain strong, lasting relationships with customers, business partners and vendors.

Full Product Lifecycle Management

Innovative Solution Delivery
Business Architecture and Modeling
Multidisciplinary Technology Expertise

Strategy & Planning

New Business Design
People and Performance Management
Financial Planning and Analysis

2012 Present
Director, Technology Capabilities, Merchant Financing
Operate like the CIO for a new, high-growth business unit - American Express Merchant Financing
( Lead all aspects of technology including product strategy and technology blueprint,
architecture, product development, financials, service delivery and performance management. Conduct industry and competitive
analysis for Lending and Cash Advance industry. Contribute to business case development, prioritize projects and monitor product
backlog. Partner with all business functions including Sales, Marketing, Operations, Risk, Compliance, Legal, Finance, Technology
and external service providers to scale-up business with high double-digit, y-o-y growth. Manage day-to-day operations of group
with a cross-functional staff of 120+ including Program & Product Managers, Business &Technical Architects and other technical
resources. Administer annual CapEx, OpEx and G&A budgets of $10M.
Key Projects & Achievements:

Leveraged product-centric lego approach to create technology platform using a combination of SaaS offerings, packaged
software and custom-developed systems. The platform created sustainable competitive advantage in the market place
delivering 50% y-o-y revenue growth in 2013 and 72% growth in gross profit.

Provide leadership on strategy for new product offerings. For example, a new, innovative online capability that will reduce
the application to funding cycle-time from 72+ hours to 1 hour, creating additional value for customers and reducing
acquisition costs by up to 90%.

Expanded marketing and origination technology capabilities in 2013/14 to target an additional 600K small and medium
businesses and support y-o-y increase in market penetration of 89%. Bolstered online presence creating incremental value

Oversaw the delivery of product extension called Universal Payments to lend against non-Amex receivables. The net result
was a 2.3X increase in contribution margin and increased value for merchants. Expanded distribution channels through
integration with credit card processors further increasing diffusion of Merchant Financing in the market.

Navigated portfolio from start-up to growth phase. Established governance processes, financial, contract and vendor
management. Led initiative to enhance operational efficiencies of department to increase productivity through team
structure by 15%, improved asset utilization by 20%, reduced ongoing cost by 18% and time-to-market by 20%.

Crafted technology product strategy and roadmap for vertical and horizontal expansion in US and international markets.

2011 2012
AMERICAN EXPRESS, Fort Lauderdale, Florida
Program Manager, Technologies, World Service
Led product development for the World Service, New Accounts business unit. Managed roadmap and delivery of large platforms &
strategic organizational initiatives with multi-million dollar budgets. Collaborated with business and technical leaders, managers and
architects to outline product strategy and blueprint. Supervised operation of multidisciplinary teams with over 60 members operating
across multiple geographically dispersed locations. Oversaw budgets, contracts and vendors. Managed overall IT governance.
Key Projects & Achievements:

Innovated and developed a tablet-based acquisiiton & servicing product for deployment in high-touch JAPA markets that
reduced new card application processing time to minutes, increasing efficiency and eliminating back-office workload.

Directed the development and launch of a multi-million dollar global product platform for new card acquisition, application
processing and customer servicing in 20 markets worldwide in 18 months. Deployed Agile and Lean methodologies.
Spearheaded market launch strategy cutting down time-to-market by over 40%.

Managed day-to-day operations of portfolio. Championed Agile implementation. Led strategic initiatives including BCP, DR,
Reengineering, platform architecture uplift while reducing overall cost of IT infrastructure and support.

2005 2011
Consulting Program Director / Deputy General Manager
Provided consulting to American Express and other Fortune 100 Financial Services clients to create long term product roadmaps
and delivery of turn key initiatives for functions including Servicing, Digital/Online, Marketing, Finance, Pperations, Risk, Dispute
Management and Business Intelligence. Directed, planned and executed all aspects of major, global IT programs with multi-million
dollar budgets. Hired, and supervised staff of over 40 members across multiple geographically dispersed locations.
Key Projects & Achievements:

Led the delivery of large-scale, enterprise platforms using a product centric approach to create business value and longterm sustainability. Chaired product and feature prioritization committee.

Oversaw budgets, P&L tracking and management; responsible for $6MM+ revenue target and CGP for multiple portfolios
across consulting engagements.

Implemented a global delivery model, with initial ratio of 30% onsite / 70% offshore. Improved ratio over time to
15% / 85%. Reduced overall project duration by over 30% and cost by over 35%. Managed y-o-y growth of 20%.

Led the Performance Appraisal initiative for 700+ employees in the account. Developed a standardized role-based goal
management framework and metrics-driven appraisal process for uniform performance assessment.

Monitored employee performance, appraisals, set goals, and provided professional coaching; Strategized global allocation
to reduce the overall project delivery time, increase efficiencies, reduce time to market and overall costs.

IBM GLOBAL SERVICES, Fort Lauderdale, Florida

2003 2005
Sr. Project Manager
Tracked program and project deliverables, manage scope, cost, budget, schedule, risks and issues and monitor quality. Maintained
relationships with customers and business partners. Supervised daily operations of multidisciplinary teams with over 50 members
operating across multiple geographically dispersed locations.
Key Projects & Achievements:

Directed the development, testing and implementation of a New Accounts Servicing Portal platform, a $6 million, 1,000
concurrent user, high transaction volume, web based platform.

Managed overall testing for the US Credit Card Disputes platform with a global team of 20 QA leads and testers.

IBM GLOBAL SERVICES, Pune, India & Fort Lauderdale, Florida

2000 2003
IT Architect
Architected, designed and strategized implementation of complex solutions in distributed and Mainframe technologies. Implemented
XML-based cross-platform integration using SOA principles. Managed a staff of 30 cross-disciplined resources.
Key Projects & Achievements:

Architected and led development of marketing and campaign management platform called Acquisition Tracking System
and 3,500+ user, Credit Servicing Portal for the Credit Risk for a Fortune 100 client.

Led the architecture and development of the Foundational Modules of, a shopping portal.


1999 2000
1998 1999
[Trigyn] Software Engineer & [Godrej GE] Assistant Manager
[Trigyn] Provided critical support in design and development of a Customer Relationship Management (CRM) tool for key client
Systemax Inc. Supervised a team of four in the development of error handling and Web request management modules.
Key Projects & Achievements:

Instrumental in the delivery of a leading-edge application utilizing XML and Web Services during a period when XML
standards were not yet accepted industry-wide. Played a key role in the rollout strategy for CRM product.


MBA with concentration in Strategy, Marketing & Enterprenership
Bachelor of Engineering in Industrial Electronics

KEVIN P. MARRA Miami, FL 33131 (786) 473-4532

Strategy and business development executive with 13 years of management consulting experience.
Expertise in building strategies for organizations that balance long-term investment with near-term
objectives and implementation limitations. Natural communicator and team builder that is capable of
making confident and informed leadership decisions.

eCommerce Strategy

Strategy Definition & Implementation

Business Development


Associate Partner

Miami, FL

Worked with industrial clients to define ecommerce strategies.

Oversaw delivery and client satisfaction of a 5-year, $46 M program to transform Whirlpools
ecommerce strategy resulting in 16 complex functionality sites and their regional clone sites
Created a strategy and supporting business case for Whirlpool to modify its distribution channel
approach to eliminate big box retailers and focus efforts on an ecommerce showroom/distribution
Applied component business model workshop methodology to define clients critical competencies
and points of competitive differentiation as a foundation for building strategic initiates.
Led an engagement to enhance Whirlpools operating model for the aftersales customer service
business unit resulting in improved customer service by partner organizations.
Collaborated with other IBM business units (outsourcing, hosting, and help desk and hardware and
software sales teams) to improve the perception of IBM at the Whirlpool account.
Managed the career development 10 senior manager level consultants and a staff of 50 project based
Sat on steering committee for Samsungs (Seoul, Korea) global ecommerce program providing strategic
insight as to platform technical enhancements and program business priorities.
Led a proposal to Aviall (Boeing) to undertake a $20M multi-year business transformation program
that included significant change management strategy and complex deal structures to align client and
IBMs incentives.
Acted as strategic advisor and executive sponsor to Caterpillar as they refined their go-to-market
strategy for their service parts business unit.

Last Update: January 6, 2014

Page 1

Hitachi Consulting

Managing Consultant


Created an implementation strategy and project plan that merged clients Japanese corporate
objectives with the US based subsidiarys local requirements.
Designed and implemented an attribute based pricing strategy for clients sales force incentive
program leading to greater transparency in commission payments and behavior control.
Served as project manager and sales team lead for a $5M software implementation.
Led change management initiatives to reinforce value and objectives of project implementation to
each department and the corporation.


Managing Consultant

Senior Consultant

Miami, FL

Acted as a logistics process consultant for automotive manufacturer seeking to standardize service
parts process across geographies and business units.
Led requirements gathering workshops with clients from multiple geographies and business units with
as many as 50+ participants per meeting.
Managed client stakeholders to consensus as to the best possible global process for a given business

The Hackett Group

Miami, FL

Miami, FL

Acted as an ERP sales and distribution implementation team lead consultant for a biomedical device
and pharmaceutical firms.
Adopted clients processes to work best with ERP software.


New York, NY

Served as a process reengineering consultant and configured software for clients in multiple industries.
Worked on projects in the US, Mexico, Brazil, Germany, China and Australia.



Kellogg School of Management -Northwestern University

Executive M.B.A.

Focus on Strategy and Finance

University of Connecticut

B.A. Global Enterprise

Economics & Spanish Language

Expected 2014
Coral Gables, FL
Storrs, CT

Overtown Youth Center
Last Update: January 6, 2014

Miami, FL
Page 2


1450 Brickell Bay Drive, unit 1009, Miami, Florida - 33131
Cell: + 1.786.328.5806 / +1.416.278.4652 / e-mail:
Strategic Planning Executive with over 13-years of experience in leading restructuring and international transformation
programs within global companies in different industries: automobile, consumer products and mining & metals.
Created and implemented strategic planning process to manage global strategic initiatives (17 countries) that include
the globalization of corporate functions, such as Treasury & Finance and Strategic Procurement, aligning global,
regional and local teams long-term planning and performance indicators.
World-wide mandate for leading large strategic planning teams (20+ people) with senior manager reports.
Strong leadership skills and experience in senior stakeholder interaction at local, regional and global levels.
Pragmatic strategic view, hands-on, strong work ethic, eager to lead changes and improve results.
Nationalities: Canadian Permanent Resident, Brazilian, Portuguese.
Vale S.A.
2007 to 2012
Finance Strategic Planning General Manager, Treasury & Finance Global Department
2010 to 2012
Led Treasury & Finance globalization resulting in global standardization and financial controls, improving liquidity
management process, cash investment optimization (i.e.: Argentina, US$K 600/yr), increase in FX efficiency (50+
companies in 17 countries, annual cash turnover of US$ 82 billion, annual intercompany loans of US$ 17 billion, FX in 5+
Implemented Sales & Operations, Finance Planning in Oman pelletizing company; started-up Cash Management team
in Mozambique, working with banks (global and local) to define investments opportunities (cash turn-over of US$ 1
Created the global treasury model VTM - Vale Treasury Model and implemented in Vale Group, mobilizing global,
regional and local teams (5 directors, 11 general managers, 24 managers, 50+ staff). Led 1st Global Finance Strategy
Meeting in Switzerland.
Created and implemented the Strategic Planning Cycle in the Treasury & Finance Global department resulting in longterm scenarios recommended and approved by the Board of Directors.
Created global governance and strategic initiatives monitoring methodology (FMO - Finance Management Office) for
acting on performance achievement; 2011 results: return on cash investment portfolio 6.8%, improve long-term debt
tenor to 10 years, all-in cost of debt cost of 4.75%, cash flow adherence of 93%.
Strategy Global General Manager, Strategic Procurement Department
2009 to 2010
Led the globalization and integration of Vales strategic procurement department resulting in global strategic procurement
synergies (One DISU Way), creation of low-cost procurement offices, gains of scale and total cost reduction. Worldwide
mandate (14 countries, 5 continents), team: 21 (local and international staff), department spending: US$8 billion/year, 22
capital projects, 2010 investment pipeline of US$ 20 billion.
Planned and led start-up of 6 international procurement offices (Canada, Switzerland, China, Indonesia, Australia and
Mozambique), right-sizing team (120+ people) to manage USD 4 billion/yr, 80+ contracting procurement categories;
Mobilized global, regional and local strategic procurement teams towards a single vision and joint goals (4 directors,
18 general managers, 38 managers, 150+ staff);
Led the incorporation of newly merged/acquired corporations into Vale (e.g.: Fosfertil-Brazil).
Market Intelligence Manager, Strategic Procurement Department
2007 to 2009
Created and executed first market analysis of supply shortage resulting in early implementation of strategic alliances
with key suppliers, generating a competitive advantage during post-crises period (2009 on);
Structured and developed market analysis and scenarios to recommend long-term contract strategies for price hedges
(25 contracting categories; total value of US$ 4 billion) based on cost-break down and price forecast;
Led global cost reduction initiatives introducing collaborative workshop techniques to enable strategic partners early

involvement to successfully create and implement innovations (average reduction of 11% of total cost);
Created business case to define international procurement offices strategy in low-cost countries.
2004 to 2007
Webb Consulting
Senior Project Manager
2006 to 2007
Managed large accounts, including project budget control, sale of new projects, management of project teams (managers
and analysts); responsible for project P&L, project revenue based on success fee. Managed Unilever and Whirlpool
distribution channels restructuring projects in Brazil;
Head of the merging project of Gessy and Best Foods (Unilever) sales operations in Brazil, focusing on cost reduction,
10+ distribution centers, 12+ key accounts, 1000+ points-of-sales (distribution cost reduction of 9%); team: 15 people;
Head of the restructuring and optimization project of Whirlpool sales operations in Brazil, focusing on service level
improvement, redefinition of client strategy based on Internet sales, migration to centralized distribution center,
creation of operational business partnerships for remote Brazilian states; team: 12 people.
Project Manager
2004 to 2006
Head of restructuring projects (cost reduction and optimization of supply process), such as: Michelin (15% savings),
Rexam, Sul America Insurance, Glaxo Smith Kline.
PSA Group Peugeot Citroen / GEFCO Brazil

2001 to 2004

Head of Supply Chain Solutions

Promoted from analyst to lead team of 5 for start-up of PSA Peugeot Citroen logistics business unit in South America.
Responsible for the creation of operations plan of the unit and start-up of supply chain solutions area.
Executive MBA, Kellogg School of Management, Northwestern University, USA

2012 to 2014

Master of Science in Logistics, COPPE- Federal University of Rio de Janeiro, Brazil

2003 to 2006

Latu Sensu Post-Graduate: Strategic Operations Planning, COPPEAD, UFRJ, Brazil


Undergraduate degree:
Industrial Engineering, UFRJ, Cum Laude (Honors), Brazil
Marketing, University Lyon III, Lyon, France (exchange program)
Certificate Courses:
Finance Program for Senior Executives Oxford U.K.
Finance Training Program Chicago Booth U.S.A
Master Leadership Program IMD Switzerland
Leadership Transformation Program MIT U.S.A.

1997 to 2001

Languages: Fluent in Portuguese (native), English, French; working knowledge of Spanish.
Volunteer: Finance Director, Mooredale Sailing Club Toronto, Canada.
Hobbies: Sailing (cruising and racing); movies; running.
Co-Founder: K93 Investment Club, hedge fund managing + US$ 150,000


Avda Americo Vespucio c/R16

Las Canoas 7-2, Anzotegui, Venezuela


+58 412 230107

Senior executive with a broad expertise within the oil and gas industry. Comprehensive knowledge of the oil
business including mergers and acquisitions, new business development, project management, finance and
supply chain management. Track record of business success across multiple arenas. Experience leading teams
in international and multicultural environments including Latin America, Russia and CIS.
PETROMIRANDA JV, Puerto la Cruz, VENEZUELA TNK-BP/Rosneft secondee to Petromiranda 2010 Present
Created in April 2010 between National Petroleum Consortium (NPC) 40% and PDVSA (Venezuelan national oil
and gas company) 60%, set to produce and upgrade 450M bbld. Estimated CAPEX $27 billion and estimated
OPEX $ 29 billion over the next 25 years.
Alternate Director to the Board of Directors of Petromiranda
Representing NPCs shareholders interests in Petromiranda, agreeing JVs business strategies, budgeting and
performance metrics. Assisting stakeholders to achieve compromise and make economically viable decisions
for the company.
Manager of Contracts Control and Administration Department
Founded the department, created and implemented its policies and procedures. Leading a team of 6 people
controlling over 60 contracts ranging from EPC (Engineering Procurement Construction) to drilling and well
services. Petromiranda budget for contracting services in excess of $650 million for 2014.
2009 - 2010
NPC, a JV of 5 major Russian oil and gas companies (Rosneft, TNK-BP, Lukoil, Gazpromneft, Surgutneftegas) to
pursue business opportunities in Latin America.
Partners Relationships and International Affairs Director
Secured potential business opportunities for NPC in Latin America, including Venezuela, Colombia, Ecuador,
Nicaragua and Cuba. Key player of NPCs negotiations team that successfully concluded the creation of
Petromiranda JV with PDVSA. Managed information flow between partners in NPC.
TNK-BP, Russias third largest oil company is a JV between BP 50% and AAR Consortium 50%.
(50,000 employees, 2011 revenue $44,6 billion).

2007 2009

Strategy and New Business Development, Mergers and Acquisitions, Senior Manager
Selected to an elite team to secure, prioritize and track business opportunities in Latin American. Co-founder
of TNK-BPs first office in Venezuela. Started cooperation with PDVSA. Developed new business structure for
TNK-BP activities abroad. Coordination of reserves certification of block Ayacucho 2 in record time, within the
budget and at 50% cost compared to Gazpromneft and to Lukoil.

Alfonso Matta

Page 2


2004 - 2007
Supply Chain Management (SCM) Services Contracting, Drilling Chief Specialist
Managed all supply chain activity within the drilling sector team. Formulation and approval of regional
Business Units drilling short term contracting strategies. Creation of the first drilling long term contracting
strategy. Negotiating and closing drilling contracts for an estimated total in excess of $1.2 billion.
Project Manager for SCM supplier database
Led a multifunctional team, based in Russia and in Ireland, to develop and implement a new method to
interact with contractors. More than 400 upstream services contractors registered, and participated in
electronic pre-qualifications and performance reviews through a web-based supplier data base. Project
completed within 70% of the budget, due to price negotiations, and system running 2 months earlier than
expected and generated savings of an estimate of USD 2 million in man working hours during first year.
Russian oilfield service company acquired by Schlumberger in 2004 (1,800 employees, 2004 revenue
Integration, Consolidation and Reporting Manager.
Managed the implementation of Schlumberger financial reporting system and procedures. Managed the flow
of financial information between SGC affiliates and Schlumberger. Introduction of Schlumberger working
culture, quality standards, financial policies and procedures.
1999 - 2004
Schlumberger is the worlds leading oil and gas technologies and services supplier (113,000 employees working
in 85 countries, 2011 revenue $39.54 billion).
Various responsibilities in the finance and tax departments, covering multiple locations within Russia and CIS.
Last dual position:
Business Analyst for Drilling and Measurements.
Controlled revenue and costs related to the drilling business. Forecasted monthly financial results within 95%
accuracy. Revision of contracts, maximization of profits and minimization of financial exposures. Achieved
savings of USD 12 million per year by tracing and properly relocating depreciation charges from drilling tools
transferred within Schlumberger out of Russia. Advised to operational manager in all finance matters.
Lost Prevention Team Leader (Moscow)
Led a multidisciplinary team of 5 people. Resolved and implemented actions to improve services quality,
operations safety and employees health and companys environmental responsibility.
MBA, Kellogg School of Management, Northwestern University, USA.
BS in Economics, Major in Finance and Banking, Plekhanov, Russian Academy of Economics, Russia.
BS in Commercial Engineering, Major in Business Administration, De Los Andes University, Chile.
Native Spanish, Fluent in English, French, Russian and Italian.
European Union Citizenship.


Avi Mehta
7244 York Ave S, #327, Edina, MN-55435, Cell: 616-510-5818 Email:
Executive Profile
Action-oriented leader responsible for generating revenue and ensuring growth of Enterprise Solutions Business Unit. 14 years of
combined SAP consulting and functional experience in advising Growth Stage and Public companies in the business functions of Sales,
Service Management and CRM. Expertise in managing projects with budget of multi-million dollars and leading a team of 15-30
consultants spread across multiple geographies. With focus on connecting Business and Technology, held senior leadership positions
while implementing ERP solutions for Fortune 500 companies including Apple, Honeywell, Cargill, Medtronic, Sysco, TiVo, Ariat, Sport
Chalet & FoxRacing etc. Built key processes for visionary and innovative industry leaders across multiple verticals; High-tech, Medical
Devices, Consumer Products, Retail and Auto; Kellogg MBA. Expertise in following Core Competencies:
Enterprise Mobility
ERP & Ecommerce Strategy
Change Management
Compliance & SOX Governance
Program Management
Business Strategy & IT Alignment
Professional Experience
2008 Present
Technology startup focusing on IT and Consulting Services with revenues of US $20 million.
Associate Vice President- Enterprise Solutions (2010 Present)
Provide Strategic leadership to Enterprise Solutions BU at Prelude. Identify challenges and lead resolution related to resource
allocation, budgets and revenue targets.
Mentor and coach 20 direct reports on performance and skill-set improvement. Delegate key tasks to teams to achieve work
objectives. Managed career progression of individuals in-line with their career goals.
As an ERP evangelist, collaborate with Sales team to help achieve sales target of $5 million. Key activities included writing
Implementation Case Studies, identifying references and appropriate positioning of SAP practice and its competency.
Advise growth stage companies on Supply Chain Best-Practices and ensured successful enablement of these business processes in
SAP to support $250 million in revenue.
As a PMO stakeholder, negotiated with Executives (CIO and Directors) to ensure project scope does not impact budget and timeline.
Set and manage expectations of internal and external stakeholders. Align team members to ensure completion of work against these
Promoted to Associate Vice-President in charge of multiple clients in High-Tech and Healthcare industries.
Select Project Summaries:
Pricing Analytics for Medical Device Manufacturer: Guiding and supporting the Cardio Vascular group (USD 6 billion) to create an
integrated solution for providing efficient Transaction Price Waterfall. The goal of this initiative is to enable the business unit to
derive optimum Pocket Price and improve EBIT by plugging the price leaks in various stages of waterfall.
B2b Ecommerce Integration with SAP for High-Tech multinational: This initiative helped align clients Global Ecommerce strategy
with its Commercial business to achieve key revenue targets of USD 300 million. SAP Integration Manager and Advisor for a global
team of 20 Business analysts and functional experts.
Designed a Dynamic Pricing Model for a Consumer Products company: As Pricing Analyst and Functional Consultant designed a
complex model that integrates prices of poultry and dairy products from commodity exchange and calculates dealer cost for
consumer products. Dynamic model expected to reap financial benefits of $1 million through accurate pricing for in-bound and outbound Supply Chains.
Re-Engineered Merchandise Allocation process for an Apparel and Footwear (AF) manufacturer: Re-engineered merchandise
allocation processes and aligned them to better match seasons and inventory fluctuation. It enabled sourcing team to efficiently
manage dynamic sales needs of its retailers and save losses of $200,000 annually because of cancelled orders. Increased
accountability by designing efficient Consignment Samples process for Sales Reps resulting in $500,000 annual savings.
Sr. Manager-Enterprise Solutions (2008 2010)
As a Change Agent executed transition plan to ensure client organization is aptly prepared for new ERP implementation. Prepared
and executed training plan to identify and mitigate risk of new implementation.
Led Project and Program management activities and achieved results on time and under-budget.
Managed all aspects of SAP Practice: resource allocation, solution development, and chargeability.
Select Project Summaries:
Solution Development for AnB for Enterprise Mobility: As a Global Engagement manager delivered a robust, light-weight solution
for Enterprise Mobility (AnB) for a global team of 30 developers and functional experts.
Designed Complex Rebate & Commission processing models for a Food Company: Designed and configured pricing models to
reflect composite commissions for sales reps. This solution stopped leakage of revenue dollars by increasing accountability for
returns, rebates, etc. provided to customers.

Avi Mehta Page 2

Designed Order To Cash processes for an AF manufacturer: Enabled client to manage Revenue of $150 million by implementing
SAP best practices. This Green Field Project removed growth barriers caused by in-efficient supply chain processes and resulted in
expansion of its business in Europe and Canada.

BEARINGPOINT, INC. (former KPMG), McLean, Virginia, USA

2005 2008
$3.46 billion global management consulting firm focusing on ERP implementations, operations, business strategy and planning.
Manager-Commercial Services (2006 2008)
Led implementation efforts and provided expertise for SAP Sales & Distribution module for high-tech industry.
Developed professional development plan of 10 direct reports in terms of goal setting, training and resource utilization.
Coordinated pre-sales activities for Sales and Distribution (SD) process. Key responsibilities included resource planning, pricing and
preparing project budget.
Select Project Summaries:
Hardware Business Automation (HBA) for High Tech Equipment Manufacturer: Managed a $1.2 million HBA project with a global
team of 30 consultants for the client. Project resulted in cost savings of US$ 1 million/year for client as they brought ecommerce sales
processes in-house to their ERP platform.
SAP Service Management at a High Tech Consumer Product Company: Implementation involved designing Service Management
best practices for a secret product. Worked within the constraints established by business team to ensure the confidentiality of new
product launch.
SAP Retail Store for an AF retailer: Designed SAP Retail Store (SRS) system at the retailer for a user base of 2000 spread across 42
retail stores in three different states.
Senior Consultant- Commercial Services (2005 2006)
Anchored multiple proposals for pre-sales and provided Thought Leadership in SD processes for RFPs of High-Tech clients.
Developed pricing model and negotiated with client executives for price and functionality to be delivered.
Formulated conceptual design and gathered business requirements for SD & CRM modules of SAP. Led a team of functional experts.
2000 2005
$6.8 billion IT Consulting firm focusing on ERP implementation, managed services and IT strategy.
Consultant-Enterprise Solutions (2004 2005)
Analyzed Sales and Distribution related issues and provided process change solutions in SAP.
Coordinated with off-shore team to ensure functional specifications are adhering to business requirements.
Leveraged Global Delivery model to develop a production support methodology that reduced cost and provided 24X7 support.
Associate Consultant-Enterprise Solutions (2000 2004)
Offshore Project Lead for SAP Sales & Distribution module for a multinationals global SAP implementation.
Created SAP Case Studies, responded to queries on SD module and prepared presentation material for pre-sales.
Early Career: Production Planning & Control Engineer at Mahindra & Mahindra (Automotive Division)
Master of Business Administration (Marketing, Strategy & General Management), anticipated June 2014
GOVERNMENT ENGINEERING COLLEGE, Rani Durgavati University, Jabalpur, MP, India
Bachelor of Engineering, Mechanical Engineering, 1999
Additional Information
Project Management Professional certification in 2007
Languages: Hindi, Gujarati, English, Punjabi (conversational), Marathi (conversational), Spanish(basic)
Executive Body Member, SPICMACAY (Society for Promotion of Indian Classical Music And Culture Amongst Youth)
Completed 2 years in Bachelor of Arts (Music) with focus on Sitar
Co-Authored and Presented a paper on Optimization of wind energy in International Conference on Global Power requirements,
organized by Institution of Engineers, India
United States Permanent Resident

24625 W. August Ln
Lake Zurich, IL 60047

Cell: 7346441833

Executive Profile
Innovative executive and marketing professional experienced in creating strategic alliances with organization leaders to
effectively align with and support key business initiatives. Offers outstanding presentation, communication and crossfunctional team management skills. High-energy, results-oriented leader with an entrepreneurial attitude.

Skill Highlights
14 years pharmaceutical sales and marketing
Lead new product launch
Hospital, Specialty, and PCP market expertise

Global marketing
Life cycle management
People management

Professional Experience
Assistant Director, Anti-Infective Hospital Products Marketing
05/2009 Current
Astellas Pharma US
Northbrook, IL
Directs all marketing related activity within the anti-infective franchise, overseeing plans and implementing strategies to
ensure short and long term objectives are met with in the changing health care environment.
Spearheaded the launch of VIBATIV, a new antibiotic for the treatment of complicated skin infections
Achieves corporate financial objectives
Oversees all strategic planning processes including brand plan, midterm, and financial planning
Directs and delegates all recruitment within the franchise
Ensures life cycle management plan addresses long term product needs
Hospital Account Manager
12/2007 05/2009
Astellas Pharma US
Detroit, MI
Achieved territory sales goals by promoting hospital anti-infective and cardiovascular products and services to
physicians and other medical personnel within the Detroit market. Educated customers on the use, characteristics,
advantages, indicated treatments and all other developments related to promoted products. Maintained effective
communication and relationships with key external and internal customers.
Successful formulary approval of new product at Henry Ford Health System
Launched Lexiscan, a stress agent for myocardial perfusion imaging successfully
Negotiated contracts with regional Integrated Health Networks
Urology Healthcare Specialist
07/2005 12/2007
Astellas Pharma US
Ann Arbor, MI
Effectively promoted and educated targeted Urologists on the use of Vesicare and Flomax through one-on-one meetings
and group presentations, company-approved promotional speaker programs, and other company-approved means.
Summit club winner 2007
Territory Business Manager
08/2001 06/2005
Bristol Myers Squibb
Ann Arbor, MI
Responsible for the promotion and sales of anti-infectives and cardiovascular products in the primary care market
Primary Care Representative
08/2000 08/2001
Ortho-McNeil Pharmaceuticals represented by Innovex
Ann Arbor, MI
Responsible for promotion and sales of anti-infectives and anti-cholinergics to hospitals and primary Care clinicians.
Built customer confidence and receptivity by addressing customer needs and communicating product knowledge.

MBA: Northwestern University - Kellogg School of Management
Evanston, IL, USA


Bachelor of Science: Eastern Michigan University - Business Administration

Ypsilanti, MI, USA


Dana L. Mendenhall
106 S. Sangamon Unit 2S Chicago, IL 60607 312.513.8220
Accomplished, results-oriented leader with a diverse background in marketing, sales, operations and engineering.
Global & Regional Brand Management New Product Launches Brand Positioning Market Segmentation
Market Research KOL Development & Management Product Acquisitions & Licensing Integration Management
Market Development Multicultural Market Development Pricing & Reimbursement Servant Leadership
2008 - Present
Leading global, diverse healthcare company that manufactures and markets products that save and sustain the lives of
people with rare chronic and acute medical conditions generating over $5 billion in annual sales.
Director of Marketing, Renal Franchise (March 2013 present)
Lead Baxters Renal PD portfolio of dialysis solutions and cyclers and 8 direct reports to generate $410MM by executing
peer-to-peer therapy training platform, innovative therapy and brand campaigns, stakeholder advisory boards, advanced
technology platforms that facilitate improved physician and patient communication, and a strategic segmentation and
messaging tool that enables more productive sales rep calls. Collaborate with AVP to motivate 100 sales reps regional
managers and 10 regional managers to achieve organizational sales objectives. Oversee $ 2.97MM marketing budget.
Grew flagship brand 14.6% over PY and increased patient adoption of Baxters flagship brand 104.1% over PY by
delivering vital sales, marketing, and service programs that yielded unmatched customer satisfaction and retention
Enlarged Baxters peer-to-peer training footprint 20% over PY by expanding and adopting new therapy content and
partnering with industry associations to form strategic alliances to drive increase participation.
Conducted market assessment that uncovered culturally relevant insights and potential barriers that impact PD
adoption rates in African-Americans patients. Executing against these insights enables Baxter to elevate the PD
adoption rate of African-Americans to rates of other ethnicities while capturing $43MM in incremental revenue.
Marketing Integration Leader, BioSurgery Franchise (20122013)
Served as the Marketing Integration Leader and liaised between Marketing, Sales, Operations, Customer Service, IT,
Finance and other critical functions to successfully integrate a newly acquired $325MM leading provider of biological and
mechanical products for soft tissue repair from a quality and regulatory systems, sales force, customer processing, sales
force and commercialization perspective in less than 12 months. This integration expanded and strengthened the Baxter
BioSurgery portfolio and reinforced Baxters leadership position in the BioSurgery marketplace.
Director of Marketing, BioTherapeutics Immunoglobulin Franchise (20112012)
Promoted to Director and led Baxters blockbuster launch of an innovative, game-changing immunoglobulin therapy
option intended to boldly raise the bar and create an optimal PIDD treatment experience for patients, HCPs, caregivers
and payers. Coached and motivated 4 marketing professionals and multiple cross-functional colleagues to develop a
transformational launch strategy that included Baxters first ever exclusive patient high-touch, concierge, training and
distribution model. Maximized $10MM launch budget. *Product pending FDA approval.
Group Marketing Manager, BioSurgery Hemostasis Franchise (20082011)
Grew 12% over PY and delivered $195MM (63% of the US BioSurgery portfolio) in sales by orchestrating all facets of
the US hemostasis integrated franchise portfolio to include profitability, product development, go-to-market strategies,
positioning, pricing, long and short-range forecasts, brand promotion, peer-to-peer training, KOL development and life
cycle strategies for both mature and new products. Managed $2.65MM marketing budget. Led and developed a team of 7
marketing professionals. Partnered with VP of Sales to influence 140 sales reps and 15 regional managers.
Spearheaded strategic and go-to-market launch plans that led to the introduction of the first and only, FDA approved,
ready-to-use, surgical hemostasis patch that exceeded the first 12 months of sales.
Orchestrated market evaluation, business opportunity identification, key stakeholder development strategies and the
launch of an FDA approved low challenge bleeding solution intended to dismantle the market leader that enjoyed a
30-year uncontested monopoly.

Dana L. Mendenhall Page 2

ETHICON PRODUCTS, a Johnson & Johnson company, Somerville, New Jersey
Global manufacturer and distributor of sutures, topical skin adhesives, surgical meshes and other products for wound
closure and cardiovascular, plastics and general surgeries with over $2 billion in annual sales.
Worldwide Marketing Director, Somerville, New Jersey (20072008)
Developed and implemented strategic marketing and business planning processes that propelled the hernia repair portfolio
to global market leadership by 2010. Leveraged customer insight data and industry trends to develop an innovative
product pipeline, market entry strategies and segment-appropriate products for developed and emerging markets.
Generated $167MM in sales across five regions, a 20.2% increase over PY, by supporting new product launches,
professional education and congressional symposiums.
Created and executed award-winning, global differentiation marketing campaign that integrated and promoted disease
state awareness and education, product evidence and technology advancements that elevated the standard of healing in
hernia repair procedures.
Product Director, Somerville, New Jersey (20052007)
Authored and implemented strategic and tactical marketing plans for 12 product lines in the $74MM US Hernia Repair
Surgical Platform. Trained, managed and mentored an Associate Product Director. Partnered with VP of Sales and 5
regional directors to influence 300-member sales force.
Improved portfolio market share 19.5% in 13 months by developing business strategies and marketing programs that
integrated key customer targeting strategies, consistent messaging to highly targeted audiences and peer-to-peer
professional education training programs.
Increased lead brand sales 37% and profits 3.6% by creating key product messaging and competitive product rebuttals
and by executing price increases.
Developed and executed new product launch strategy, identified market segments, forecasted sales and created
product position and key marketing messages for the first human acellular tissue graft
J&J Standards of Leadership Award Recipient.
Clinical Sales Representative, Los Angeles, California (20022005)
Managed $2.8MM medical device and diagnostics territory while partnering with 10 Clinical Sales Representatives and
the Division Manager to expand a mesh device market that yielded $315M in incremental sales Hernia Solutions Sales Leadership Award Recipient.
Member of the $150M Sales Club; member of the Division and Region of the Year: 2002, 2003, and 2004.
Strategic Planning Engineer, Somerville, New Jersey (19992002)
Developed global labor, tax and technology manufacturing strategies to trigger asset reconfiguration cost savings.
Managed $13MM annual department operating budget.
Lowered operational costs $12MM and created $7MM positive tax shelter by producing $87MM asset reconfiguration
analysis for the global suture finishing operation.
Led a cross-functional team that increased manufacturing capacity by starting a Mexico production unit
J&J Silver Award Recipient.
Facilitator and Industrial Engineer, Certified Six Sigma Green Belt, San Angelo, Texas (19971999)
Directed integrated team of engineering, scheduling, sterilization, maintenance and quality assurance specialists in the
production of medical devices. Utilized Lean Manufacturing and Six Sigma principles in raw material, assembly and
packaging operations in an FDA-regulated environment with responsibility for over 300 union associates. Directly
managed and led 5 interns.
Improved Keith Straight Needle Process yields from 35% to more than 98% - J&J Silver Award Recipient.
Reduced backorder $1MM and raised weekly transfers 25% by instituting a 90-day production challenge.
MBA, Kellogg School of Management, Northwestern University Evanston, IL December 2013
BS in Industrial Engineering, Texas A&M University College Station, TX December 1996


Michael Miroballi, CFA

17638 Karli Lane, Orland Park, IL 60467
Home 708-995-7115 Cell 708-602-1412

Accomplished business leader with a proven track record of leading a business through transformational change and
accelerated growth. Significant experience in strategic planning, corporate governance and issue management. Looking
to take the next step toward a C-level position with a wealth management firm.

2001 - Present
President, BMO Harris Financial Advisors, Inc. (2007- Present)
Responsible for governance and oversight of all departmental functions, including Compliance, Sales, Operations and
Product Management, as well as profitability of dually registered broker dealer-investment advisor
Vice President, BMO Private Bank (2001- 2007)
Head of Trading, Investment Consulting and Investment Support Services. Responsible for oversight of Fixed
Income and Equity Trading Desks, Performance Analytics, third party manager and mutual fund selection and due
diligence and real estate and special asset management. (2004 2007)
Senior Portfolio Manager and Regional Investment Manager. Responsible for management of $80MM of
client assets, primarily in trust accounts, performing asset allocation and performance reporting. Managed team of
4 portfolio managers overseeing $400MM in clients assets. (2001- 2006)
Senior Investment Consultant
Managed over $60MM in clients assets for a retail broker dealer

1996 - 2001


1990 - 1996
Operated independent retail footwear chain. Performed capital budgeting, inventory control and personnel management.
Financial Consultant
Provided investment product sales and service to retail brokerage clients

1986 - 1990

Master of Business Administration, degree expected December 2014
Bachelors of Science, Emphasis in Finance, Minor in Spanish, 1986


Chartered Financial Analyst (CFA), received 2000
Member, CFA Institute, Chicago Society
FINRA Series 7, 63, 24

Michael Miroballi Page 2

Member, Personal Asset Management Committee, BMO Private Bank
Member, Executive Operating Committee, BMO Private Bank
Director, BMO Harris Financial Advisors, Inc.
Director, M&I Distributors, Inc.
Former Co-Chair Diversity Council, BMO U.S. Private Client Group
Within Industry:
Member, Bank Insurance and Securities Association- Frequent attendee at CEO Roundtables
Member, Corporate Executive Board- Brokerage Industry Roundtable
Member, Board of Trustees and Finance Committee Econ Illinois (Not-for-Profit whose mission is to increase
financial literacy among children and young adults)
United Way Tocqueville Giver
United Way Volunteer



M: (52) 555456-0752

An experienced international business executive, with 16 years of track record in detecting opportunities, leading and
aligning teams in challenging business climates and delivering high caliber results in different areas of the organization.

British American Tobacco.

Mexico, UK & Japan

Company Transformation Manager. Monterrey

(2013 Present). Responsible for development a new
operating model in the organization, definition of process and new SAP platform to support our growth agenda and
working efficiency. Transforming the company into a more agile and lean organization, through people, brands and
A senior manager of a team of 17 people from Operations, Marketing, Finance, HR and IT to create a new
operating model.
Selected within the organization to lead the most important project to create a new operating model.
Head of Regulatory and Corporate Affairs. Mexico (2012 2013). Accountable for government engagement and

communication news media. Responsible for business sustainability, balancing the legislative regulatory environment
of new bills prohibiting industry operation whilst mitigating other global activities that impact Mexico.
Successfully developed a strategic engagement priority plan for Mexico with Global and Regional alignment.
Achieved for three consecutive years no new regulation against the business. Only country in the world to
achieve this so far.
Led proactively the engagement for Mexico in international meetings against tobacco, by unifying Tobacco
producers in Lacar.
Proposed and drove the development of corporate business monitoring system to track legislators and
associations, to go beyond people personal knowledge and connections.
External media management and training to board members to guarantee unified message and positions.
Engagement for Anti - Illicit plan and work with authorities to reduce the 18% of illegal brands in the country.
Set company taxation strategy and engage with Authorities to implement a sustainability business model.
Implementation and communication of social responsibility industry programs.
Head of Premium Brands. Mexico (2011 2012). Responsible for developing and implementing a new portfolio
strategy in a new challenging environment. Led 24 people within the function span. Accountable for creating
consumer opportunities based on trends, sales, promotions, trade and POS communication and channel strategy.
Double hatting to lead and change culture management project for a positive company culture and environment (HR).
Brought to Mexico the first innovation to our key brand Dunhill switch capsule product, with differentiated
packaging and unique promotions achieving positive market performance (+0.6 percentage points to achieve a
1.4% market share).
Evaluate and developed a new segments proposition and marketing mix for the Mexican market (100s, 14s,
Switch, etc) gaining important share. (Switch +0.6%, Camel +0.7%)
Guarantee alignment, engagement and implementation excellence across channels for brand activities in Mexico.
Implemented an agency pitch to integrate all brands under one agency saving 0.9mn Usd.
Special Human Resources Project. Responsible for designing, developing and implementing a Culture
Leadership Change and Strategic Leadership Agenda for the next 3 years. 16 people directly reporting,
double hating Marketing and HR.
Sr. Brand Marketing Manager Japan (2008 2011) Responsible for turnaround the biggest brand in the
market, developing a portfolio that brings the company back to growth. 4rd largest and most profitable market in
the world, highly innovative, large spending and extreme retail sales concentration.
Drove company performance with more than 2bn USD annual revenues, to aggressively grow sales volume
(+5%), market share and profit in a market 3rd player position.
Responsible for managing brand budget ($350mn USD) and performance of the brands.
Designed, developed and implemented a new portfolio strategy that supported company strategic plans.
Trigger Company pipeline and key performance indicators after a slowdown in our portfolio (Kool +0.4%SoM).
Innovation in communication below the line and new ways to reach consumers in a clotted and competitive
environment (i.e. keitai database, consumer events, convenience approach, retail media outlets)

Ramon A. Murguia EM Page 2

Drove a cost management program to maximize company profitability (agency pitch, new promotional process,
Developed a new segments proposition and marketing mix for the Japanese market (female).

Senior International Brand Manager Vogue London (2006 2008) Global Brand Management and Strategy
Development at Head Office. Identify key consumer values and needs similar across 55 markets in Asia, Europe and
America. Coordinate cross-functional teams in Marketing, Finance, Manufacturing, Legal and Product Development.
Accountable for Global Brand P&L, overseeing pricing, costs and investments. High markets engagement for strategy
Responsible to manage one of largest BAT brands, with revenues of more than 1.4bn USD annually and 110M
USD profit.
Re-design global Brand strategy, personality, positioning, and alignment across all countries managing Vogue.
Drove a new Marketing Mix (product, packaging, communication) with a 5-year evolution plan (24 countries).
Developed a Centralized agency model, establishing local structures an integration process towards strategy &
P&L assessment across countries and action plan development (i.e. reached lowest VC for all international
Camel Brand Manager Mexico (2003 2006) Accountable to manage the Joint Venture. Business P&L as
independent unit, with a dedicated team, contractual partnership with complicated relationship and highly competitive
market. Information confidentiality, oversee process structure and legal procedures.
Developed the most creative communication campaign for the industry for 4 years in a row. (Development of a
creative book)
Accountable for 200 mns usd of revenue for the joint venture brands and a market / demand budget between 15 to
18.5 mns Usd per yr (~40% of Company brand expenses).
Responsible for brand image building, growth of national volume and market share (+3.5 Share points in 3 yrs)
Responsible for forecasting P&L and management of VC and BSE to without variation on objectives due to legal
agreements (reached lowest Premium VC)
Expand Camel brand positioning, to key Latin America countries for long term sustainability (Argentina and
Company delegate for 2004-2006 BAT Social Responsibility process and report with external stakeholders.
Planning Manager for Trade Marketing and Distribution, Mexico (2002 2003) Constantly analyzed market
trends, channel, competitors and consumer profiles for opportunities.
Planning, development and execution Company Future Distribution System (2003 2009) savings of 1.5 mns Usd
per yr in distribution cost.
Analysis, evaluation and implementation of distribution routes for local and rural areas, passing from 1,700 to 850
saving 16mns Usd in cost.
The Coca-Cola Company
(1996 - 2002) Mexico City.
Coca-Cola Brand Coordinator Mexico - Development of TV campaigns, promotional activities and
communication for the core brand of the company. Segment consumers, based on behaviors and consumption rates;
manage the Football National team promotions and communication.
Kellogg School of Management, Northwestern University

(2014) Evanston, IL

2014 MBA One of 34 candidates from all over the world and the only one selected from Mexico to attend the Kellogg Executive
MBA program focused on finance, marketing/business strategy and general management

Instituto Tecnologico de Estudios Superiores de Monterrey

(Graduated 1996) Monterrey, NL

Industrial and System Engineering - graduated as one of the top 10% of class.


(2012-2013) Mexico.

Council of the Counterfeit and Piracy board at Reforma newspaper. The most prestigious newspaper in Mexico.
American School Foundation. Responsible for development of Engagement Plan to increase fundraising.
Board Vice president for the Regional and International Students Associations, President of the Culiacan Student Association
with 13 economic dependents, President and founder of the Manufacturing Group.
Enjoy training and participating for marathons (3:09 BPR), cooking and traveling.
Languages: Spanish Native. English Proficient, Portuguese Understanding. Japanese Basic.


2735 N. Kedzie Ave, Chicago, IL (773) 988-9258


Experience in Nutritional, Pharmaceutical and Hospital Sales, Business Development, Marketing,

Meeting Planning and Sales Training and Development
A successful record of accomplishment in developing and executing sales and marketing strategies
while delivering high revenue results
Combined skill set of experience provides specific aptitude and insight into the management and
development of people and key sales territories
Outstanding communicator skilled in uncovering customer and market needs, and influencing
healthcare providers, key opinion leaders and team members
Innovative problem solver who works well under pressure, easily adapts to changing market
dynamics, and excels in handling multiple projects


Mead Johnson Nutrition, Glenview, Illinois
Manager of Global Medical Marketing
Align global medical marketing conference strategy across Latin America, Europe, Asia, and
North America
Assess global medical marketing influence and create initiatives to optimize organizational growth
Develop and execute medical marketing capabilities training across all regions
Lead global key opinion leader engagement and development
Associate Manager of U.S. Hospital Marketing
Developed and implemented marketing strategy and tactics for U.S. Neonatal Intensive Care Unit
(NICU) portfolio
Lead cross-functional team of R&D, product development, supply chain, nutrition science,
finance, package engineering and quality assurance to deliver NICU innovation projects
Oversaw creative agency relationships to ensure timely and effective NICU communication
Steer brand strategy, messaging, and material selection for Pediatric Academic Society
Revised NICU discharge branding strategy to better align with HCP equity measures
Drove 6 point NICU share growth to trend towards market leadership
Collaborated with global NICU specialty marketing to develop positioning for U.S. and ROW
Successfully launched NICU consumer digital platform resulting in 20,225 unique hits to date
Co-led digital technology integration for US marketing department
Improved and executed 100+ literature and media pieces spanning all Enfamil brands
North America Sales Trainer
Managed, developed, and executed sales training initiatives for a Medical Sales Force of over 300
representatives and managers
Specialized in Managed Health Care, Needs-Based Selling, Evidence-Based Selling/Clinical
Selling, and Territory Management skills
Developed training modules for 40 Field Sales Coaches throughout North America
Assisted in development and execution of strategy, tactics, and workshops for the biannual
Medical Sales Force Plan of Action meetings
Analyzed and assessed competency levels in order to communicate formal written and verbal
coaching and feedback to individuals and management regarding behaviors to focus and initiate
development and sales growth
Management Candidate Program nominee and contributor
Experienced in developing vendor relationships, evaluating vendor products
Special Projects
Interim District Business Manager for Miami District
October 2010

Managed individual and team sales performance of $66MM district

Lead 9-person team of territory sales professionals in generating district wide sales
Established district sales targets and executed launch of new product innovations


Bristol-Myers Squibb Co./Mead Johnson Nutritionals, Chicago, Illinois
Territory Business Manager
Increased territory rank from 300 in 12/06 to 154 in 02/08 and Sales Goal Attainment from
71.64% in 12/06 to 107.09% in 2/08
Met with over 95 Pediatric, Obstetric, and Neonatology medical professionals to sell the clinical
benefits of Mead Johnson Nutrition products
Strategically managed the NICU, Term Nursery, Purchasing, Materials Management, Central
Supply, and Corporate Level contacts within four key hospitals
Generated territory business growth by setting up effective office sample protocols, increasing
direct to consumer enrollment by 47%
Planned and executed Local Education Lectures and in-services
Collaborated with team members to successfully drive business within the district and attain
Accent on Excellence Award, and top rank within region
Monitored, tracked, and assessed effectiveness of sales strategies through analysis of accounts and
key business reports
John H Stroger Hospital of Cook County, Chicago, Illinois
NICU/PICU Clinical Dietitian
Assessed nutritional status and implement care plans of intensive care neonatal and pediatric
patients by prescribing tube feeding formulas and TPN prescriptions
Rounded daily with NICU/PICU physician teams
Trained family members and care givers for home tube feeding infusion
Educated medical residents on NICU/PICU nutrition
Morrison Presbyterian Homes, Evanston, Illinois
Head Clinical Dietitian (full-time)
Assessed, observed, and developed nutrition care plans for residents with varying levels of acuity
on three long-term healthcare units and three Alzheimers units
Consulted for outpatient nutrition and educate patients on DM, cardiac, renal, GI management,
weight loss/gain/maintenance, and food allergies
Presented monthly nutrition lectures to staff and residents
Published campus-wide newsletters
Designed, implement, and provide the results for continuous quality improvement projects

Registered Dietitian-933400
Licensed Dietitian Nutritionist
Certification of Training in Childhood and Adolescent Weight Management


Academy of Nutrition and Dietetics
Chair of Scholarship Committee
Recognized Young Dietitian of the Year
Chicago Dietetic Association
Board Member: Secretary
Power & Procedure Workshop 2005 & 2007 activist
Program Committee
Tri-Delta Sorority
Philanthropy Chair Walk for Childrens Cancer
MBA, Kellogg School of Management, Northwestern University, Evanston, IL
BS Dietetics, Miami University, Oxford, Ohio
Presbyterian Hospital, Dallas, Texas
Dietetic Intern



Dec 2014


1717 Ridge Ave Apt C-301, Evanston, IL, 60201
Cell: (224) 475-2316 Office: (847) 937-4885
MBA, December 2013
Strategic Marketing Specialization, December 2005
Bachelor in Business Administration, March 2003
President, Student Council, 2000-2001
Assistant to Financial Planning & Accounting Professor
6th Semester Student Exchange Program, Tulane University, New Orleans
2010 - Present
Commercial Manager New Products and Value Creation Lead for Latin America
Responsible for leading the new products introduction and Margin & Profitability projects in the region.
Coordinate and follow up new products launch plans and execution in the affiliates. ( 2011: 10 launches, 2012:
12 launches,2013: 24 launches)
Identify and coordinate all the Margin & Profitability initiatives in LA, (In 2012 achieved U$ 30MM
improvement in Division Margin)
Member of the Global Marketing Core Team of Ensure, Glucerna and Therapeutic Nutrition
LA representative in the innovation forums, Global M&P projects and EMBR process.
Develop feasibility analyses and business cases for new products at a regional level. Work with LA DVP in the
assessment of new business opportunities.
Lead product and packaging strategy initiatives, label and supply chain strategies.
Lead RPB Liquid Expansion project implementation in Latin America
Work with LA DVP and Commercial Director on the portfolio strategy development and lifecycle management
Member of the S&OP redesign process team in AN
Designed the commercial excellence process for New Products and presented it as best practice to senior
MERCK S.A. Bogot, Colombia
2008 - 2010
Business Development and New products Manager
Developed feasibility analyses and business cases for new products, strengthen local pipeline (Products on
Cardio Metabolic, Primary care, OTC, Anti-infective and Hospital lines).
Coordinated and followed up new products launch plans, managing cross-functional teams.
Built and lead implementation of strategic alliances with other companies to leverage Merck performance.
o Licensed in BMS alliance Mature portfolio US$ 20M (New product line, identified synergies, defined
new promotional structure)
o Licensed out Oncobrands line to local company Amarey Novamedical
o Obtained exclusive distribution for Neuropad in Colombia from MIRO company
o Co-promotion of an orphan drug in the country.
Managed BMS business unit (Cardio, Anti-infective and OTC products), US$ 20M in sales, 2 Product
Managers, 3 Sales Force line (2 District Managers- 28 Sales representatives).
Analyzed, developed and implemented second brand strategy with Novartis for a metabolic product.
Identified and analyzed local products opportunities to develop projects with Local Galenic Development area.
Developed business cases for licensing out mature products such as Lutenyl, Fem 7, Estreva Gel and others.
Developed forecasting tool for a regional project analysis, and shared it with countries involved (Latin America).
Designed New Products Feasibility Analysis process, and presented it as best practice in the region
Coordinated 2010 promotional grids and Marketing/Field Force structure definition based on new product
Conducted analysis for, prepared and delivered multiple presentations to General Manager and Steering



PFIZER INC., Bogot, Colombia

2002 - 2008
Strategic Planning and Business Development Manager (Colombia, Ecuador, Peru, Chile), 2006 - 2008
Assigned to manage the strategic plan process for the region (Colombia, Ecuador, Peru and Chile) and its
implementation and Follow-up.
Supported Venezuela and Argentina to develop their Strategic Plan.
Led preliminary analysis for Generics Project, identifying possible entry models and products.
Led portfolio optimization process in Colombia and Chile, identifying portfolio priorities, products scenarios
and resource allocation among portfolio opportunities. Products were classified in 4 groups according to their
investment needs to leverage business opportunities (High, Base, Low , Zero (Alternative promotional models
outside PFE).
Coordinated promotional grids definition based on portfolio optimization results.
Developed business cases for products identified in the portfolio optimization as ZERO (Ophthalmology,
Mature Tail, Neurontin, Hospital mature).
Prepared for Senior Management a regional and market analysis to identify health care and pharmaceutical
trends to facilitate discussion.
Developed feasibility analysis for new projects, strategic alliances and new products.
Conducted analysis for, prepared and delivered multiple presentations to General Manager and Steering
Strategic Planning Coordinator CeLA Region (Colombia, Ecuador, Peru), 2005 - 2006
Assigned to manage the strategic plan process for the region (Colombia, Ecuador & Peru) and its
implementation and follow-up.
Developed a strategic alliance with a local laboratory to leverage Ponstan & Dalacin (Products) performance.
Assured its implementation & operation.
Developed business cases for the Resourcing for Growth initiative, identifying upsides opportunities and new
products potential (Quixin (CeLA), Cyana (CeLA) Genotropin (Col), Debridat (Peru), Unasyn IV(Col),
Fragmin(Col), Vfend(Col)).
Coordinated field force optimization exercises for Ecuador and Peru, identifying structure opportunities and
P&L impact.
Developed feasibility analysis for new projects, strategic alliances and new products.
Coordinated Debridat recovery process.
Developed Managed Care financial figures for Strategic & Operating plan.
Conducted analysis for, prepared and delivered multiple presentations to General Manager and Steering
Business Development Analyst CeLA Region (Colombia, Ecuador, Peru), 2003 - 2005
Designed a tool to forecast products P&L for the strategic and operating plan processes. Implemented in the
Designed a tool to design promotional grid and field force structure, calculating P1 & representatives equivalent,
and linked with the Product P&L forecast tool to determine allocated ff expense and impact.
- Both tools have been used and implemented in the region (Colombia, Ecuador & Peru) for different
exercises besides the Strategic Plan (OP, Field Force optimization). The tools have been accepted in the
organization as a useful resource for decision making processes.
Coordinated the PPMax process, which helped to identify upsides opportunities in the portfolio.
Developed feasibility analysis for new projects, strategic alliances and new products (Dual Branding Potential
partners, diversified products, Grunenthal products).
Coordinated the portfolio optimization process for diversified products, grouping them in three categories to
establish plan of actions.
Conducted analysis for, prepared and delivered multiple presentations to General Manager and Steering
Marketing Intelligence Analyst, 2003
Financial Planning Assistant (Internship Student), 2002

Army, Military Service 1996; decorated with Juan.B. Solarte medal for distinguished services
Native Spanish speaker, English Level 95%
Strategic Management Course- Universidad de la Sabana, FORUM- March-June 2009
100 System Pharmaceutical Marketing IMS, September 2003

Tim Nguyen

86 Buff Cap Road, Apt, A11 Tolland, CT, USA 06084 (917-604-4059)
Senior Investment Professional with 15 years plus of progressive leadership and investment / finance /
treasury experience in nonprofit and for-profit arena.
Storrs, CT, USA
Director, Investments, Treasury, and Finance
Assist the Vice President of Finance and Chief Investment Officer in managing the long-term pooled
endowment and the non-endowed portfolio. Manage the short-term investment (TIPS ladder) and cash
management of the organization. Assist with strategic debt management ($600 mm of bond issuance)
including establishing prudent long-term financing plans for the capital needs of the University by working
with financial advisors, underwriters, and bond counsel. Manage staff and operations within the finance,
payroll, bursar, purchasing, copy and mail offices and ensure cost efficient operations with top-tier
customer service. Engage in portfolio construction across traditional and alternative investment disciplines.
Assist in making investment fund recommendations to Investment Committee. Produce and customize
performance and risk reports relating to hedge fund managers and traditional managers. Lead efforts to
aggregate risk across a multi-asset class portfolio. Initiate, lead, and perform liquidity budgeting exercise
for the University. Perform asset allocation studies. Negotiate terms and agreements relating to
investment funds. Assist the Foundation President in making capital introductions with prospective donors.
Support all appropriate committees of the Board of Trustees and make presentations to the full Board.
Spearhead efforts to restructure the current 403b retirement plan.
Austin, TX, USA
Manager of Alternative Investments/Analyst
2004 - 2006
Assisted senior managers in managing 11 endowments (relating to tobacco, healthcare, and education)
exceeding $3.6 billion. Launched the Single Risk Platform Program to aggregate risk across a multi-asset
class portfolio. Initiated, built, and developed alternative investments programprivate equity, hedge
funds, real estate, and special situations. Participated in shareholder activism efforts.
recommended, and performed due diligence on investment managers.
Recommended investment
strategies to the Chief Investment Officer.
Developed asset allocation approaches that enhance
investment returns at controlled levels of risk.
Assisted senior managers in researching treasury
management ideas relating to the remaining $33 billion. Traded unclaimed properties totaling more than
$500 million.
Credit Analyst in the Financial Institutions Group
2003 - 2004
Analyzed asset-based lending arrangements. Underwrote global credit lines relating to structured funds,
such as CDOs, ABCP and Real Estate LPs. Monitored the leveraged loan portfolio. Performed modeling of
cash flows, analysis of collateral and deal structures. Participated in reviews of asset manager operations

Tim Nguyen


and contribute to criteria development. Wrote credit proposals for senior management.
syndicated lending pitch books for Relationship Managers.


Armonk, NY, USA
Credit Analyst in the Financial Institutions Group
2001 -- 2003
MBIA, Inc, Armonk, NY, 1/2001 to 8/2003 Global Project Finance Credit Analyst Performed credit analysis
on 1,422 domestic utility creditsconsisting of Investor- Only-Utilities and Public Powertotaling more
than $60 billion. Analyzed project finance workouts (e.g. Pollution Control Financing Authority in NJ, CAESS
and Eastern Norge Svartisen). Managed the international utility portfolio. Wrote weekly industry credit
reports. Authorized waiver & consents.
Armonk, NY, USA
Portfolio Analyst
2001 -- 2003
Assisted first and second shift representatives with portfolio asset allocation reviews for retail accounts.
Performed quality checks on variable annuity contracts.
Master of Business Administration - Strategy, Finance and Marketing

Evanston, IL


Master of Science Health Care Science

Hanover, NH

Master of Arts Development Studies
Master of Public Administration Economics & Public Policy
Master of Arts Religious Studies

Providence, RI
New Haven, CT

Houston, TX
BACHELOR OF ARTS Political Science & Psychology

Currently teach undergraduate economics, business, and finance courses at Brown University
Currently teach under/graduate economics and finance courses at University of Connecticut
Currently teach undergraduate finance courses at University at Buffalo School of Management
Currently work as a Research Coordinator at the Spaulding Rehabilitation Hospital in Boston
A Board Member of several nonprofit organizations & for-profit organizations
US Citizen

Melanie Nino
Av Circunvalar # 84A-50 Torre 3 Apto 102. Bogota, Colombia
Home (571) 6420728
Cell (57) 3165233411

Innovation Manager with 11 years of financial and strategic planning experience for multinational and
multicultural companies. Proven track record of process development and improvement, change management,
alignment of corporate and individual objectives and management of multicultural relations.
Strong leadership, results oriented, problem resolution and work experience in Europe and Latin America.
Highly dedicated and committed to achieve excellence and ensure peoples development, and highly motivated
by challenged.

Executive MBA, 2014
BBA in International Business Management, 2003
International Business Studies, Double degree program in the International Business School, 2002

Mansarovar Energy Colombia Ltd, Bogota, Colombia
Since January 2010
Crude oil exploration and production company with revenues of 676 million USD, producing 40 thousand of
barrels of crude oil per day in Colombia for exports to the US and China.
Innovation and Strategic Relationships Manager
Manage the innovation system and develop the innovation corporate culture to ensure increase of reserves and
operational excellence. Coordinate the definition and coherence of the strategic framework. Manage
shareholders relations.
Key Achievements:
Creation and implementation of the corporate innovation system
Review of the strategic framework, the macro-environment and creation of new business options
Enabled shareholders approval of growth strategy of Mansarovar

Nestle Bolivarian Region (Col, Ven, Ecu), Bogota, Colombia

March 2007- January 2010
Colombian subsidiary and regional head office of the Swiss multinational food and beveraged company, with
sales of over 650 million USD, 13 factories and 9.500 employees.
Decision Support Specialist
Coordinated the production, analysis and reconciliation of financial results by business unit and product
category for Colombia, Ecuador and Venezuela. Budget control, follow-up and analysis of overhead costs.

Melanie Nino Page 2

Analysed and optimised product portfolio. Created sales and profitability reports for local use and for head
office in Switzerland

Key Achievements:
Training of the Venezuelan Decision Support team and review of the processes of the area in order to make
them more efficient, optimise times and improve the quality of the information
Participation in the operational audit mission centred in the sales area and the clients investments
Implementation of SAP and the internal control systems complying with Swiss standards
Implementation of the ABC costing model to allocate, analyse and charge to the affiliates the overhead costs

KPMG Group Advisory Services Ltd, Bogota, Colombia

October 2006- March 2007
Colombian subsidiary of the multinational consulting firm KPMG, with sales of over 5 million USD, delivering
financial advisory services such as due diligence and financial modelling.
Consultant in Financial Advisory
Carried out financial analysis and market and industry research for evaluation of due diligence in several
pharmaceutical and transportation companies. Created and analysed financial models for companies valuation.
Key Achievements:
Partaking in the creation of a financial model of tax forecasting
Due Diligence with the support of the Mexican branch of an acquisition in the pharmaceutical industry

Total UK Refining and Marketing, Watford, UK

September 2003 - June 2006
English subsidiary of the multinational Energy company, with sales of over 10 millions USD and 5 thousand
employees. The company was focused in downstream with a complete supply and logistics network, two
refineries and marketing business units such as specialities products, retail and commercial sales.
Management Information Business Analyst
Produced and agreed provisional and final financial results for Specialities, Refining and Supply department,
within given deadlines, for management team in the UK and in Paris. Carried out financial analysis of the
income Statement for Specialities activities (Aviation, LPG, Lubricants, Special Fluids and Bitumen).
Consolidated and explained working capital and capital employed at total company level, as well as breakdown
by channel of trade. Implemented CO module of SAP.
Key Achievements:
Team coordination to optimise the production of the financial results and the reporting
Implementation of SAP in the different areas of the Controlling department
Design and follow-up of the Balanced Scorecard for Specialities businesses


Certified Management Accountant, Chartered Institute of Management Accountants (CIMA), UK

Dual citizenship: French and Colombian
Willing to relocate
Speak fluent French, Spanish and English

Victor Shane Olshansky

3500 N. 54th Avenue Hollywood, FL 33021 (305) 457-9441
Seasoned finance professional and combat veteran with a diverse background in commercial real estate, regulation and general
management. Well-traveled with extensive international experience in Asia-Pacific, Middle East and Latin America. Skilled
in asset management, credit risk assessment, valuation and due diligence.
Executive Masters of Business Administration, degree expected June, 2014
Master of Arts in Economics, East-West Center Degree Fellow, 1999
Bachelor of Science in Economics, Honor Graduate (top 5% of class), 1997
2011 Present
Loan Review Specialist/Asset Manager
Financial institution examiner specializing in risk management assessment and credit review. Evaluate loan underwriting and
credit administration practices. Evaluate institutional performance addressing issues specified in enforcement actions.
Determine if loan underwriting procedures conform to bank policies, laws and regulations, and accounting principles, and
make recommendations regarding deficiencies.
Conducted detailed credit review at thirty regulated financial institutions from Florida to Virginia; documented
findings in the Report of Examination and provided input to formal enforcement actions.
Served as Asset Manager overseeing up to five loan reviewers at regulatory examinations of eight troubled banks with
assets ranging from $50 million to $1 billion.
Selected to lead asset review team during critical dual-agency review of nations largest undercapitalized bank.
Assessed management effectiveness in key areas of credit administration, impairment analysis, allowance for loan and
lease losses, and recommended corrective action where necessary.
Facilitated 2013 community banking credit workshop with Florida Bankers Association and led roundtable
discussions on troubled debt restructuring, loan impairment analysis, and asset quality.
Selected among peers to participate in 2012 inter-agency Shared National Credit review in New York City. Evaluated
syndicated credit facilities ranging from $200 million to $2.0 billion, and provided critical feedback to bank
management and regulatory agencies.
2008 2011
Senior Financial Analyst
Key member of the financial planning and analysis team for a $2 billion commercial real estate development company.
Responsible for budget, pro forma, and financial reporting on a diverse portfolio of operating properties and development
projects. Worked directly with senior management, accounting department, and project/asset managers to develop strategic
business plans that met investment objectives.
Oversaw development, construction and permanent credit facilities totaling $400 million, and advised senior
management on loan covenant compliance and refinancing decisions.
Developed financial models and reported on joint venture projects with institutional partners JP Morgan, TIAACREF, and AMB Property Corp. to include development of Office Depots Corporate Headquarters, Bacardi USA
World Headquarters, and Beacon Lakes Industrial Park.
Responsible for monthly reforecast of operating cash flow for a portfolio of 170 commercial real estate assets totaling
12 million rentable square feet.
Analyzed established procedures for cash flow forecasting and made recommendations to senior management for
process improvement and automation; developed automated system for forecasting that enabled a reduction in staffing
from three personnel to one.
Supervised market research department staff and oversaw production of internal research reports.

Victor Shane Olshansky Page 2

THE SITUS COMPANIES, Boca Raton, Florida
2006 2008
Provided commercial real estate consultancy and due diligence services to investment banks, mezzanine lenders, and other
financial institutions. Services included underwriting, pro forma modeling, market analysis, production of investment/credit
memos, collateral inspections, and loan review.

Managed multiple project teams staffed to conduct rapid acquisition/disposition analysis on large pools of distressed
debt, real estate owned (REO), and other loans for four major bank portfolios.

Led delegated team of analysts in the completion of more than 70 underwriting assignments for Royal Bank of
Canadas Commercial Mortgage Backed Securities (CMBS) lending platform representing $1.2 billion in financing.

Packaged and structured a variety of commercial real estate loans to meet lender-specific underwriting requirements,
performed lender-side due diligence, and presented loans to credit committee for approval.

Developed and led training of delegated underwriters for multiple lender relationships.

Provided asset management services for a portfolio of mezzanine loans and warehouse lines of credit on behalf of
Credit Suisse, RBS/Greenwich Capital, Petra Capital, and other portfolio lenders.
STUDLEY, INC., Fort Lauderdale, Florida
Assistant Director
2005 2006
Lead business developer for the Miami team of a national commercial real estate services firm specializing in tenant
representation and corporate real estate services.
Conducted market research to identify prospective clients and represented company at local trade shows, chamber of
commerce events, industry groups, and professional organizations.
Worked with contracted public relations firm to develop marketing materials and campaigns.
Provided brokerage and consulting services with transaction volume of 70,000 square feet.
UNITED STATES ARMY, Honorably Discharged with rank of Captain
1997 2005
Operations Officer and Iraqi Army Liaison, Huwijah, Iraq (2004 2005)
Lead staff officer for planning, coordinating and controlling tactical operations of a 770-soldier infantry battalion task
force deployed for combat operations in Iraq.
Primary liaison to the 207th Iraqi Army Battalion with direct responsibility for recruiting, training, equipping, and
managing operating funds and contracts in excess of $10 million.
Managed the battalion command post / tactical operations center and controlled daily operations.
Personnel Officer, Schofield Barracks, Hawaii (2002 2003)
Primary staff officer for personnel and administration of a 640-soldier light infantry battalion.
Managed staff of eight soldiers who oversaw areas of promotion, accession, retention, performance evaluation, and
Coordinated administrative processing and physical deployment of battalion personnel from Hawaii to Iraq.
Logistics Officer, Camp Greaves, Korea (2000 2001)
Primary staff officer for logistics planning, food service, and maintenance support of a 700-soldier air assault infantry
battalion stationed along the Korean Demilitarized Zone (DMZ).
Oversaw $50 million in military equipment and supplies and an operating budget of $1 million.
Managed logistics staff of five soldiers and provided oversight to food service, medical support, and facilities
maintenance personnel.
Infantry Officer / Various Assignments (1997 2000)

Licensed Florida Real Estate Broker, License No. BK3129036, 2005 Present
Leadership in Energy and Environmental Design (LEED) Accredited Professional, 2009 2011
Awarded Bronze Star Medal for Exceptionally Meritorious Service in Operation Iraqi Freedom, 2004 2005
Infantry Captains Career Course, Combined Armed Services Staff School, 2001 2002
Infantry Officer Basic Course, Airborne School, Ranger School, 1999 2000
Eagle Scout
Well versed in valuation, discounted cash flow analysis, and financial modeling using MS Excel and Argus
Experienced with market research tools and databases to include REIS, ESRI, EDGAR, and FFIEC
Basic proficiency in Spanish

George J. ONeil III Trip"

176 S. Ellyn Ave. Glen Ellyn, IL 60137
Cell 331-201-7946


Sales and client relations manager and successful team builder with 15 years of experience in both management
and individual production. Capable executive with a proven track record of building successful teams who
produce consistent results, achieving year over year double-digit revenue growth. Experience in building and
sustaining dynamic growth environments. Expertise in C-level negotiations, sales pipeline management, P&L
management, product development, recruiting & employee development, and project management.
Master of Business Administration, expected graduation December, 2014
Bachelor of Science in Psychology, 1998

Hertz Global Holdings, Inc.


Hertz Global Holdings is the parent company of Hertz and Dollar Thrifty car rental, Hertz Equipment Rental,
Hertz Entertainment Services, Hertz 24/7 Car Share, and Donlen Corporation. $10B in revenue, Hertz Global
acquired Donlen in September 2011. Donlen an industry leading, full service fleet management and leasing firm
specializing in web-based asset management solutions and consulting services.
Vice President of Sales, Western US, Donlen Corp., 2013 - Present
Promoted at the conclusion of 2012 by SVP of Sales & Marketing to lead the western US sales force (all
segments). Responsible for the region s P&L, new market expansion, and overall business goal attainment
(new account growth and existing account volume).
Major Accomplishments:
Led the newly formed region to 103% of 2013 combined business targets (new accounts, lease growth,
services adds, and syndicated debt) with annual revenues exceeding $75M in 2013
Grew the sales team from 8 to 12 through expanding into 4 new markets in 2013
Through a consistent focus on pipeline management and deal strategy, led 4 team members to finish
2013 ranked in the top three of their segments respective performance rankings
Led product team in the design and negotiation with a 3rd party vendor for a new co-branded insurance
product launching in 2014
Promoted team member from regional/small market sales to national/large market sales
Vice President of Sales, Small Fleet Markets, Donlen Corp., 2010 - 2013
Recruited by CEO and SVP of Sales and Marketing to create a nationwide team from scratch designed to focus
solely on developing the small to mid-sized fleet market, representing over $35M in annual revenue in.
Major Accomplishments:
Grew team to 12 in 2.5 years through strategic market expansion and extensive recruiting
Developed strategic marketing plan and defined sales cycle which contributed to annual new account
growth exceeding 120% of business plan each of the two fiscal years the team was in place

George J. ONeil III Trip Page 2

Implemented a client activity management system resulting in 15% lease portfolio growth in 2012
Developed a market strategy that led to per unit average profit margins exceeding corporate average by
over 15%.
Created a client activity management system that led to the team achieving the highest department net
promoter scores (team score of 68 vs. corporate average of 63), 2012
Promoted two team members; one from client management to outside sales and another from client
management to a management role (2011 and 2012)
Developed a formal onboarding & new-hire sales personnel training program now used for all Donlen
new hires in sales and client management roles

State Farm Insurance, Chicago IL

2009 - 2010

State Farm is an insurer with additional offerings in banking and financial services to small businesses and
individuals. Corporate employed agent in waiting; Responsibilities include preparing a business plan with
pro-forma P&L and expense budget, securing financing, and recruiting team members in anticipation for agency

Enterprise Holdings, Inc.

1998 - 2009

Enterprise Holdings is the parent company of Enterprise Rent-A-Car, Enterprise Fleet Management, Enterprise
Truck Rental, and Enterprise Car Sales. $14B in revenue, Enterprise is the largest rental car company worldwide
by revenues and total fleet size.
Area Sales Manager Enterprise Fleet Management, Chicago and Dallas, 2003 - 2009
Promoted to manager of the sales and client relations teams in Chicago (2003) and then Dallas (2006).
Responsibilities included new & existing account growth, the hiring & development of employees, P&L
management, and customer satisfaction scores for the regional business unit, each with revenues exceeding
Major Accomplishments:
Led team to achieve corporate Group Excellence Achievement Award based on revenue growth,
profitability, and customer satisfaction ratings; 2009, 2007, 2006, and 2004
Through customer service training initiatives and account activity management, led region to customer
service index scores exceeding corporate average in 2009, 2007, 2006, and 2004
Top 5 companywide ranked sales team by new account volume, 2009, 2008, and 2007 (#5, #1 and #2)
Promoted 3 different team members from producer to management roles (2006-2009)
Senior Account Executive Enterprise Fleet Management, Chicago, 1999 - 2003
Responsible for new account production and existing client relations. Working predominantly with C-level
contacts, responsible for new account closure and existing client development.
Major Accomplishments:
Top three companywide ranked Account Executive, 2003, 2002, and 2001
Corporate Account Executive of The Year award for new accounts, revenue volume, and ancillary
sales penetration, 2003
Management Assistant Enterprise Rent-A-Car, Birmingham, 1998 1999
Part of the Management Trainee program, worked in various rental branches within an assigned territory.

Delta Sigma Phi Fraternity, Saint Louis University

6150 Stumph Road, Parma, OH 44130 330-283-0581 (m)
Management consulting executive with 11 years of experience in Strategy and Operations

Extensive experience leading transformational turnaround programs in pharmaceutical, financial services, retail,
telecommunications and consumer packaged goods industries delivering over $700M in value

Proven track record of successfully leading global transformation programs in Procurement / Strategic
Sourcing, Marketing & Advertising, Post Merger Integration and Organizational Design

Managed teams of 16+ individuals across multiple functions with P&L responsibilities of over $6M

Expertise in opportunity identification, client relationship management, program management, coaching and
knowledge transfer

Foreign Languages: Ukrainian (Fluent), Russian (Intermediate)

Senior Manager, Management Consulting

August 2003 Present

Select Client Engagements

Global Procurement Transformation
Led global procurement transformation effort across US, Asia, Latin America and Europe to realize over $500M
in benefits for a global pharmaceutical company
Provided direction and oversight on Organizational Alignment, Capability, Process, Change Management and
Communications work streams to ensure strategic alignment with newly developed operating model
Established strategic sourcing capabilities, developed a new procurement operating model and enabled category
management functions at a $2B national financial mortgage company
Post-Merger Integration
Developed strategy for identifying and capturing synergy savings resulting from a merger of two national
drugstore retail chains, this spend management process allowed client to monitor over $500M in spend and
achieve ~$60M (12%) in annual benefits
Managed team of 14 Accenture and client resources in executing direct negotiation initiatives with multiple
service providers to drive synergy benefits from the merger
Strategic Cost Reduction / Strategic Sourcing
Led indirect category strategic sourcing initiatives for a $25B national telecommunications company focused on
marketing, construction services, legal services and collection services; achieved savings of $44M (11%) on
approximately $400M in spend
Led strategic cost reduction effort in marketing encompassing the selection of a Creative Agency of Record,
Online Advertising Agency of Record, Direct Mail Supplier and Aggregator Services; achieved savings of $8M
(16%) on $50M in spend
Assisted client in structuring a supply chain organization to sustain strategic sourcing, asset lifecycle
management and logistics capabilities
Delivered over 80% in spec reductions through operational improvement and spec rationalization activities for
contract labor work performed across the US

Organizational Strategy Assessment and Business Case Development

Led assessment of a shared services organization for a Japanese companys US holdings (four subsidiary
companies), including organizational design, capability and gap analysis to drive operational efficiencies
Designed new operating model and organizational structure to support strategic objectives of the organization
and built business case to drive $44M in benefits over two years from the four US subsidiaries
Marketing Operations Optimization
Developed a new marketing agency model for a US telecommunications client which promoted an increase in
ROI using best Direct Marketing practices, provided better brand management, a single source for marketing
analytics and decreased excess spending
Led $35M centralization effort across 16 divisions to improve efficiency of marketing spend for a
telecommunication client, resulted in consolidation of DM production services from 100+ vendors to 2 national
providers, achieved savings of $9M (26%)
Managed execution of a media audit measuring efficiency of agency pricing, positioning and placement of
advertised Local Network TV; effort resulted in identification of over $14M in opportunities through improved
GRP delivery, audience delivery optimization and reduced TV pricing
Digital Advertising Deal Structuring & Syndicated Market Research
Advised marketing executives on Digital Agency deal structure best practices and negotiation frameworks
Spearheaded development of negotiations strategy and positions for Digital Advertising in Brazil, Mexico,
Argentina, Singapore, Australia, Japan, Canada, US, Russia and UK for a global financial services company
resulting in an 8% global cost reduction
Led syndicated market research review and facilitated capability discussions between agencies and client senior
executives pertaining to Retail Scanning Data, Consumer Panel Research and Advanced Analytics (Price/Promo
Analytics, Marketing Mixes, Assortment Optimization, etc.) for a US CPG company leading to synergy
benefits of over $400K
Training and Development
Faculty member at Accenture Management Consulting University in Effective Communications (Pyramid
Principle Minto, Client Relationship Management) and Operations Strategy courses
Mentor analysts, consultants and managers through formal Career Counselor Program at Accenture
Kellogg School of Management, Northwestern University
September 2012 June 2014 (expected)
Evanston, IL
Master of Business Administration
Accenture North America Management Consulting Scholarship Recipient
DePaul University
September 2000 June 2003
Chicago, IL
Bachelor of Science in Commerce, Double Major in Finance & Marketing Graduated with Honors
VP of the university chapter of the Financial Management Association (FMA)
Project Hope Ukraine, Co-Founder

June 2004 August 2012

Mobilized over 130 volunteers for service trips to orphanages in Ukraine and
Managed fundraising efforts resulting in over $120K in direct monetary support for Ukrainian orphanages

65 Pine Ave, #888
Long Beach, CA 90802

Top-performing leader with over 15 years of multi-functional experience, including: Global Strategic Marketing, Franchise,
Brand and Product Management, Project Management, Sales, Business Integration, and Customer Service. Recognized for
expertise in resolving complex issues, delivering creative solutions, reducing corporate risk, maximizing financial resources,
creating operational efficiencies, communicating diplomatically, influencing senior executives, leading cross-functional
teams, and developing direct reports.
MBA from Kellogg School of Management, Northwestern University, USA. Executive MBA Program.
BA Economics and BA Sociology from Aurora University, USA
Edwards Lifesciences, Irvine, CA
Edwards Lifesciences, $7.8B, is the global leader in the science of heart valves and hemodynamic monitoring.



International Marketing Manager

September 2013 - current
Design & execute a unified marketing strategy across the Transcatheter Heart Valve (THV) product portfolio
Direct product marketing activities including flawless execution of new product introductions globally
Support sales team and marketing efforts by managing the product positioning, training, sales tools and marketing
collateral as well as assist with the launch of new regional campaigns
Guide branding team to develop customer facing educational materials in support of existing and/or new programs
SAPIEN XT and Edwards Centera System strategist for Europe, Japan, Asia-Pac, Latin America, and Canada
Abbott, Lake County, IL
2006 - September 2013
A $21.5B diversified, global health care leader: nutritionals, medical devices, diagnostics and generic pharmaceuticals.
Global Franchise Manager, Oncology - Abbott Molecular
2012 - 2013
Directed all global strategic programs for PathVysion HER2, Abbotts flagship companion diagnostic
Steward for Womens health (breast), gastric and colorectal franchises, including biomarker identification
Expanded global portfolio of >$25M (65% US) and identify increased margin opportunities and new indications
Influenced area teams commercialization strategies for future assays: KRAS, BRAF, cKIT, TOP2A, PTEN
Strengthened collaborations with GSK, Genentech, Pfizer and other biotech and pharmaceutical companies
Senior Product Manager, Oncology - Abbott Molecular
2010 - 2011
2011 Global Marketing Team of the Year, Award and Recognition
Defined, developed, and renovated global marketing strategies, including product positioning and differentiation;
influenced area teams sales planning and tactical execution; Strengthened product development/innovation cycles
Key Opinion Leader KOL identification, collaborations, and advisory boards with Scientific Affairs managers
Brand strategist: biomarker and companion diagnostics CDx assay co-development / patient stratification
IVD cross-platform commercialization in FISH, RT-PCR (DNA & RNA), and Sanger sequencing
Brand Manager Abbott Nutrition International
Honored with Abbotts Presidential Award for Outstanding Performance in 2007
Expanded both EAS and ZonePerfect (Nutritional Snack Bars) products in high growth international markets: BRIC
Product innovation leader: delivered market data flavors, ingredients, packaging, line extensions
Saved over $200K by utilizing U.S. creative, programs, and website content for affiliates
Analyzed market research and led cross-functional teams with R&D, Supply Chain, and Regulatory to identify regional
formulations; consulted with trademark on proprietary ingredients cross-border branding

Carlos Paret Page 2

Global Marketing Manager Abbott Nutrition International
Developed and executed complex integration projects for both EAS (Sports Nutritionals) and ZonePerfect
Managed EAS International marketing departments transition; seamlessly transferred critical responsibilities
Implemented a disciplined review process with Legal, Medical Affairs, Regulatory Affairs, and Public Affairs
Collected competitive intelligence to determine category trends; monitored $900K department budget
Project Manager Abbott Nutrition International
Facilitated the formation of four global support functions: Supply Chain, R&D, Regulatory and Public Affairs
Balanced and centralized resource requirements for domestic and international priorities
Utilized a McKinsey 5-phase project implementation framework; accelerated project timelines
Reaching Out MBA Conference, Healthcare & Life Science Panel Session Director
Kellogg School of Management, EMP/PT GLMA club, Co-President
Kellogg Innovation Network (KIN) Global Summit, EMBA delegate
One Abbott Oncology (Molecular, Nutrition, Pharma, Diagnostics, Animal Health)
Abbott Employees Political Action Committee AEPAC, Presidential Appointment
Abbott PRIDE Employee Network founder, former Chair, Strategy advisor

2012 2013
2011 2012
2011 2012
2007 2013

Business Development Manager, Windy City Media, Chicago, IL

Identified new corporate/agency multimedia opportunities: print, radio, e-communications, web; increased team sales by
49% and exceeded sales and call plan goals by 33% within 45 days
Defined needs and directed customer relationship management CRM solution implementation
FMC, A $2.6B diversified chemical company. Philadelphia, PA

1996 2004

FMC Industrial Chemicals Group, Chicago, IL

Distributor Account Manager (2002 2004); Customer Service Coordinator (1996 -1998)
Managed 15 Distributors, (72 branches) generating revenues over $12M, increased sales volumes by 11% in 2003, and
over 15% in 2004; identified and collected competitive intelligence, and led contract negotiations
Strategized with five marketing managers and sales director, selectively targeting key accounts, in response to
competitive threats on share/volume/price and adjusted forecasts
Conducted root-cause analysis of order-fulfillment issues, identifying over $100K in savings
Led SAP R/3 business transformation while supervising eight employees, processing $300M in revenues
FMC Specialty Agricultural Products, Philadelphia, PA and Phoenix, AZ
Demand Manager (2001 2002); Finance & Systems Supervisor (2000 2001); IS Supervisor (1999)
Reduced inventory working capital by $700K; presented and defended divisions plan at monthly Sales and Operations
Planning meetings; managed house accounts and international customer service, $100M revenues
Built and managed sales processes, ensuring financial standards compliance and supervised team through all systems
integration projects, including SAP; aggressively reduced expenses by 45%
Managed EDI (Electronic Data Interchange) project, capturing $60M of end user data
Streamlined sales rebate program - from four to two payouts, leading to improved customer loyalty
Taproot Foundation account director, pro bono consultant and strategist
Heartland Health Outreach, Inc. - Board of Directors
Heartland Alliance - Chair of the Expansions and Acquisitions Committee
Kellogg Alumni Clubs of Los Angeles, Orange County, and San Diego
Northwestern University Alumni Associations: Los Angeles and Orange County

OCMBA and LAMBA: networks of leading business schools

The Cradle: Associates Board, fundraising co-Chair

2014 - present
2011 - present
2013 - present
2013 - present
2013 - present
2013 - present
2008 - 2011

Hiren Patel
2007 SW Fir Avenue Bentonville, AR 72712 Telephone: 469-525-1160 Email:
Pioneering force behind the expansion of disruptive innovation in the retail financial services space: namely the
delivery of essential consumer and small business financial products through multi-channel retail marketing instore, on line, via-mobile device, anywhere, anytime.
Strategic/Analytic Leadership: Directed and launched two largest growth initiatives at Sams Club that
drove over $2.5 B. in incremental annual sale. Delivered a 93% increase in credit card portfolio total value to
Sams Club (from $2.6 B. to $5.0 B. in total financial value).

Visionary Promotional Leadership: Launched SBA Lending Program at Sams Club, garnering $2M worth
of media spend in one week; 68M impressions, 300+ articles/blogs, and coverage by over 20 TV outlets
including CBS Evening News, Fox & Friends, and Fox Business Network.

Start-up: Founded HDP Capital Solutions LLC and achieved profitability in less than 12 months and 60%
revenue growth and 10-fold increase in profitability in year two.

Business Development: Boosted annual new account bookings to 800,000 new customers by launching three
new products in 18 months and creating a pipeline for four additional products, achieving the most product
innovation in small business card marketing at Capital One since the business units inception.


Bentonville, AR
Director of Financial Services
2009 Present
Launched new Cash Rewards loyalty rewards program. Program has boosted upgrade volume 200%,
membership income ~30%, sales per new member ~15% and new acquisitions ~35% (over $1B.+ in sales and
Developed and launched new credit card product designed to drive an incremental ~$4 B. in credit card sales
Developed and executed long-term financial services strategy designed to deliver revolutionary product
innovation for members. Included delivery of over $2.4 B. in incremental value to Sams Club through new
credit contracts
Frisco, TX
Principal/General Manager (Founder/Owner)
2008 2009
Developed profitable business model in less than 12 months. Delivered over $2.5M in client funding over
three years. Grew revenues by 60% and profits by over 10x in the 2nd year of operations
Developed a network of partners, including bankers, brokers, lawyers and accountants, to help drive client
and revenue growth
CAPITAL ONE, Auto Finance
Plano, TX
Senior Director, Business Infrastructure Services, Strategy and Analysis
2007 2008
Managed 4 teams of 22 associates responsible for strategy, analysis, budgeting and reporting on a $220M
operations budget within a $24B Auto Lending unit
Cut operating expenses by ~10%, a $30M value in one year by enhancing loss mitigation and recovery
strategy processes through a new off-shore/outsourcing operating model
Drove credit strategy innovations to lower credit losses by ~$30-60M in 2008. Conceived and implemented a
number of superior risk model algorithms designed to resolve delinquency and improve market segmentation
Senior Director, Risk Operations Strategy and Analysis
2005 2007
Directed a team of 12 associates responsible for credit risk strategy and analysis on a $24B auto loan portfolio
Designed Risk Ops strategy and servicing strategy to help achieve portfolio growth rates of ~10-15% CAGR

Hiren Patel

Page 2

Delivered ~$10M in credit loss reductions, while cutting operating costs by ~$18M

CAPITAL ONE, Small Business Solutions

Richmond, VA
Director, Marketing and Analysis Credit Card Group
2003 2005
Led a cross-functional team of 15 associates responsible for $20M product development R&D budget
Launched three break-through products that helped drive GAAP NIAT (Net Income After Tax) growth from
$40M in 2003 to $70M NIAT in 2004 and $110M in 2005
Completed robust financial, economic, statistical and market analyses for all new rollout products. Aligned
product strategy with business, channel and credit risk strategies
Business Manager, Marketing and Analysis Loans Group
2001 2003
Led a team of 6 associates and set direction for an operations staff of 30 associates
Moved from start-up to #6 SBA lender in the country in less than 24 months (measured by # of new loan
originations). Built two start-up businesses to over $400M in booked assets in less than 2 years
Created a rapid automated credit risk decision system which achieved portfolio net adjusted charge offs
rates of 1.5% vs. financial forecast of 4% resulting in $12.5M value
CAPITAL ONE, U.S. Card Partnerships
Richmond, VA
Senior Business Analyst, Marketing and Analysis
1999 2001
Grew business 80% year-over-year and $40M fee revenue NIAT through new product launches and revamped
compensation structure, respectively.
Jacksonville, FL
Assistant Vice President, Card Portfolio Target Marketing and Analysis
1998 1999
Grew receivables by $2B in 1998, exceeding goal by $800M. Increased revenues from $10M to over $50M by
analyzing, formulating and implementing innovative marketing and credit risk strategies
Jacksonville, FL
Manager, Card Portfolio Target Marketing and Analysis
1997 1998
Associate Targeting Manager, Card Portfolio Target Marketing and Analysis
1995 1997
Strengthened and implemented innovative database marketing strategies that transformed a $360M assetgenerating marketing program into a $1.75B program within 18 months
Executive Master of Business Administration Candidate, degree expected December 2014
Bachelor of Science in Commerce (Finance, MIS and Economics), 1995

Cornell University: Completed executive certification in High Performance Leadership and Change
Leadership. Certification included 10 online courses covering topics such as negotiations, coaching and
people development. 2011 - 2012
Capital One University: Leadership Development Program; Economics and NPV Modeling; Credit Risk
Strategy; Statistical Modeling; Design of Experiments & Statistical Testing Techniques; Analytics & Brand
Strategy; New Product Development. 1999 - 2008
Chartered Financial Analyst (CFA) Program: Completed Levels I, II and III CFA Exams in three
consecutive years. 1996 - 1998

Rajal Patel, CHA

512 N McClurg Ct, unit 4804, Chicago, IL 60611
(407) 924-6725

Over ten years of experience in the hospitality industry with experience in total property restructuring from:
renovations, re-staff, marketing, re-branding, to area leadership.
Serving as the Board Chairman of a franchise ownership group that represents the common interests of 400 +
hotel franchisee Owner and Operators.


MBA, expected June 2014
BA in Political Science, 1997
Certificate in International Relations
Studies in European Culture and Business Studies at University de Utrecht, Holland
Studies in European History and Literature at Cambridge University, England
Fall Internship in the Office of US Senator Bob Graham (D-FL), Capitol Hill, Washington DC
TEMPLE HILL INC, dba Quality Inn, Alachua, FL
Vice President 2007 2013
Repositioned hotels offerings and marketing strategy to target the correct consumer segments driving 40%
growth in the first year of management.
Renovated hotel addressing guest wants and needs, resulting in the properties establishing a #1 position in the
town according to Smith Travel Research local area tax reports for 3 consecutive years.
Managed relations and compliance between hotel (franchisee) and Choice Hotels International (franchisor) to
deliver a consistent and powerful brand message to consumer, resulting in immediate profitability and property
equity gains.
Developed in-house guest communication materials for both marketing as well as policy communication that
led to a higher level of compliance with franchisor standards.
Started working at the front desk while in college 1993, assisted with the property renovation in 1997,
transitioned into a management role 2007.
Implemented low cost/high ROI technology upgrades that increased bookings by 10% annually.
Vice President - 1998 2013
Repositioned hotels offerings and marketing strategy to target the correct consumer segments resulting in
100% revenue growth in 5 years.
Managed a total renovation for the hotel addressing guest wants and needs, resulting in the hotel establishing a
top position in local area according to Smith Travel Research production reports for 4 consecutive years.
Hired and retained the hotels staff, resulting in 3 Brand recognized APEX awards (2x Eco-Excellence and
Best Renovation) and recognition by Trip Advisor as a Green Leader. Consistence has lead to higher ROIs and
lower transition times for initiative rollouts.
Started working at the front desk while in High School, transitioned into a management role in 2000.

Rajal Patel, CHA Page 2

Board Chairman - 2010 Present
Chairman of owner franchise relations group of 425+ hotels, leading a team of 5 people to develop and
execute brand initiatives for the entire system. Work ranges from reviewing and recommending brand
initiatives to developing marketing investments.
Working with the Board to develop a 1st time initiative to utilize systems fund towards COOP marketing.
Region 1 Coop Chairman - 2007 2011
Elected as a delegate to the National Board for a 2-year term.
Appointed as the COOP Marketing Chairman, for a group of 120+ hotels in Florida
Developed advertising to increase guest stays across the state, building on former messaging
Utilized multiple media account accounts targeting different segments, regions, and timeframes
General Manager - 1998 2008
Took a failing business that was on the verge of bankruptcy to becoming the highest grossing storage facility
per sq ft in the S Orlando area.
Established a management team and organizational structure to reposition the facility to become top tier
storage facility in Central Orlando.
Developed new sources of income by adding ancillary products as truck rentals, box sales, outside state
reservations, and postage. The ancillary income sometimes matched the storage rental income in various
financial quarters.
Identified, hired, and transitioned the company to subcontract all management to a 3rd party company to free
resources for Hotel Development
Set pricing policies for the storage facility that mimicked hotel ADR and REVPAR models. The facility was
able to cover its own expenses and develop profit within the 1st year of management.
1000 Room Hilton Downtown Project, Kansas City, MO
Project Consultant, Finance and Hotel Development 2008
Worked with project management team on a city RFP to build a Convention Hotel, connecting City
Commission to Piper Jaffrey to issue Tax-Exempt bonds, making the project financially viable.
Facilitated the relationship between developer and Hilton Hotel's International for franchise agreement
United Airlines, Chicago, IL
Intern Information Systems Division - 1998 1999
Developed database applications in Microsoft Access.
Generated and designed reports from database management system.
Assisted clients with various software and hardware problems
Americonsulting, Atlanta, GA
Information Technology Trainer 1999
Microsoft Certified Trainer of various programs and applications.
Trained various industry Execs and IT professionals, in a classroom setting, from how to use the software
packages to the benefits of a database conversion.

25025 Canterbury Court, Plainfield, IL 60585
Home: 815-439-0903
Cell: 312-459-1342


Experienced Management Executive (Strategy, Operations, Management Consulting and Product Management) with
12 years of combined Industry and Consulting expertise in Retail and Consumer Goods. Primary skill set includes
leading teams to implement strategic company initiatives and products to improve overall business performance in the
areas of Marketing/Consumer Insights, Merchandising, Supply Chain and Retail Operations (Core Retail/CPG Value
IRI (Information Resources Inc.), Chicago, IL
2011 - Present
Director of Product Management
Responsible for driving new product innovation and market/channel content for Retail/CPG Fortune 500 Clients.
Recent engagements include the launch and commercialization of two premium Retailers and a Pilot for a new
Consumer Demographic Insights Product. Lead a team of 6 core product development leads on any given initiative to
deliver on the respective solution. Core team member of the Content Product Management Group which is
responsible for all product management activities and decisions that drive 40%+ of IRIs revenue globally (70% US).
Identify partnership / alliance opportunities in the market to drive potential new business opportunities leveraging
IRIs product portfolio. Serve as a key team member on corporate sponsored operational excellence projects.
Major Accomplishments:
Lead all pricing commercialization efforts for one of the largest IRI product offerings introduced. Product has
been pivotal in driving IRIs overall growth for FY12 and FY13.
Lead efforts for launching a significant premium Retailer that is a market driver in their respective channel.
Delivered the product offering on-time and on-budget without any experiencing any incremental costs. On track
for a 3 year breakeven target / ROI for product.
Leading a cross-functional team to deliver on a key strategic initiative / new product solutions portfolio related to
Consumer Demographic Insights. Pilot model is launched with a major IRI CPG client. New offering was
selected and will be featured at IRIs Annual 2014 CPG Summit.
2005 - 2011
Manager, Management Consulting Retail Industry (2007 2011)
Partnered with Retail and Consumer Goods client executive teams to drive and implement strategic initiatives in the
areas of Merchandising, Supply Chain and Retail Operations impacting core industry specific metrics (Sales,
Forecasting, In-Stock percentages/Service Levels, Margin, Labor, Productivity & Inventory Management). Designed
and developed new operating models/organizational structures and change management programs related to
Merchandising, Supply Chain Analytics, Demand Planning, Retail Operations and Information Management.
Major Accomplishments:
Designed a change management program related to Promotional Planning impacting ~250+ users across all
categories (proposed multi-million dollar initiative).

Developed a field communications and knowledge management solution, with a scope of 3400+ stores with
40000+ employees, potential benefits of ~10Mm in the first 2 years in labor/productivity.

Designed and Developed organizational roles and responsibilities, transition and launch plan for a new 40+ FTE
Supply Chain Analytics capability focused on Demand/Sales and Operations Planning.

Designed and executed a successful Training Pilot program that lead to a large initial 7 yr multi-million dollar
Supply Chain Business Process Outsourcing engagement.

Amit R. Patil Page 2

Lead a change management effort to operationalize a program that resulted in successfully migrating 11000+
users in ~6 months to a new MillerCoors Microsoft technical platform. Effort was a key success factor for a
~$1.5Mm deal.

Senior Consultant, Management Consulting Retail Industry (2005 2007)

Lead Change Management and Training efforts related to functions centered on Forecasting & Replenishment,
Promotional Planning, Supply Chain and Product Information Management.
Major Accomplishments:
Designed and developed Decision Rights Training Program for a new Merchandising Operating model impacting
an audience of ~400+ users. Decision Rights were focused enterprise wide within Merchandising, with a goal to
improve service levels and gross margin.

Developed a foundational Training program that impacted over 250+ users (Database Analysts nationally within
the US) for a new custom Product Specification system.

Core Team Member & Co-Lead of the Accenture Supply Chain Workforce Solutions offering (blended global
community of 161+ members that have supply chain and organizational performance skills)

ALDI Foods Inc., US Southeast Division (Salisbury, NC)

2002 2005
District Manager (Atlanta, NC & SC Markets)
Responsible for leading the entire store operations of four to six retail outfits (35-40 employees) with a total sales
volume of $9-$12 million annually. Responsible for all results in the areas of inventory management, cost analysis,
productivity measurement, auditing, forecasting/budgeting and talent management.
Major Accomplishments:
Responsible for the execution of a Grand Opening project in the Atlanta Metro area. Actual sales results for
grand opening exceeded budgeted sales by 4-5%.

For 3.5 years, consistently met or exceeded targets related to the metrics of Labor Productivity, Sales, Inventory
Management and Talent Management. Promoted successfully 3 candidates to Store Management positions.

Selected by Director of Operations to turnaround financials/budgeting processes, inventory management and

employee engagement in 3 months for a District in North Carolina.


Master of Business Administration (Executive), June 2014 Expected
B.S. Business Management (Marketing Concentration), 2001

Key Client Experiences: IRI Retail / CPG Clients, Best Buy, Advance Auto Parts, Staples, Loblaws (Canada),
Meijer, Rite-Aid, MillerCoors, Whirlpool, Nielsen Company, Aldi(Industry Experience)
Make it Happen Award presented at IRI for delivering superior results from Product Management Leadership
(January 2014).
Addo Agnitio Award Honorable Mention (2009 - Internal Accenture recognition for Knowledge Sharing &
People Developer recognition provided in FY08 Q3 for Talent & Org Performance Practice Chicago office
Complete Dale Carnegie Leadership Development Course (2003 with Aldi Foods)
Fluent in 3 Indian Languages (Hindi, Marathi, Gujarati)

306 E. Lincoln Ave. #8 Milwaukee, WI 53207
Phone: 414-687-8441 Email:
Senior Public Affairs Executive with 20 years of experience driving and executing strategic public relations,
employee engagement, corporate social responsibility and government affairs programs.
Senior Director of Community Investment, Central & East Regions (2013)
Senior Director of Community Investment, Central Region (2013)
Senior Director of Communications, Midwest Markets (2011 2012)
Vice President of Communications & Local Programming, Wisconsin (2010 2011)
Recruited to develop and execute media relations; employee communications; community relations; corporate
philanthropy; and local programming strategy. Managed a team of up to 24 (2010-2011); currently manage team
of 7 and budget of $30 million. Promoted from statewide role in October 2011, from Midwest role in February
2013 and from Central Region role in November, 2013. Currently responsible for design and execution of
community investment strategy for Kansas, Michigan, Missouri, North Carolina, South Carolina, Nebraska,
New York, Texas and Wisconsin.
Lead regional philanthropy program managing more than $30 million in cash and in-kind contributions
supporting green initiatives, disaster relief, Internet safety and STEM education (2013).
Negotiated first-time year-round strategic branding partnerships with the regions 10 largest science
museums, trading advertising spots for cobranded youth programming and exhibit sponsorships (2013).
Created first public awareness campaign promoting company CSR strategy by tapping nonprofit
grantees to tell TWCs brand and reputation story in companys five most competitive markets (2013).
Grew Kansas City customer social media engagement by 75 percent, developing comprehensive plan,
original campaigns, including Tweet and Go Seek and Enjoy Holidays Better. (2012).
Overhauled employee communications program, developing daily newsletter and a weekly meeting
script summarizing key news. Increased employee satisfaction with internal communication and 120%
reduction in email volume; tactics were adopted in other markets (2012).
Developed, executed and regularly evolved aggressive competitive media response to the entry of
Googles high-speed broadband network to the Kansas City market (2012).
Developed executive communications for GM/VPs of Central Midwest markets, including speeches,
employee communications and video presentations. Managed quarterly leadership meetings (20112012).
Managed media relations with key business, consumer and trade publications and served as company
spokesperson. Regularly placed front-page business stories. Grew share of voice and portion of
positive coverage by more than 20 percent (2011-2012).
Developed and implemented effective crisis strategies to manage issues around outages, employee
misconduct, occupational safety, retransmission consent and rate increases (2011-2012).
2007 - 2010
Global Communications Manager
Recruited to manage all corporate public relations functions for ManpowerGroup. Managed London PR agency
and communication managers in 82 countries, as well as $5 million budget.
Secured and prepared executives for interviews with CNN, CNBC, FOX, Bloomberg & BBC. Managed
live remotes from in-house TV studio.
Generated strong consistent coverage of quarterly employment research and other thought leadership
programs by Wall Street Journal, Financial Times, International Herald Tribune, Reuters and

Marcelline E. Pelzer Page 2

Developed and implemented crisis communications strategies to manage incidents of associate fraud,
workplace violence, rumored leadership changes, accusations of collusion, allegations of human
trafficking, public health outbreaks and natural disasters impacting operations.
Successfully placed Fortunes 50 Most Powerful Women in Business list and developed successful
nominations for LEED Gold Certification, Ethispheres list of the Worlds Most Ethical Companies and
other key CSR awards.
Managed PR and executive presentation strategy for company participation in Clinton Global Initiative
and World Economic Forum annual meeting.
Managed executive communications related to earnings reports, worked with CFO to produce
shareholder presentations, organized annual shareholder meeting and wrote for annual report.
Managed the CEOs Twitter account and wrote all bylined articles for senior executives.


2000 - 2007
Principal and Owner
Established and successfully ran own public affairs firm to forge an independent career path combining passions
for communication, philanthropy and public problem solving.
Milwaukee Irish Fest: Managed and produced all public relations and marketing activities, including
strategy, promotions, collateral materials, media pitches and ad placement breaking all records for
attendance and volume/quality of local, regional and national media hits. (2003-2005)
Milwaukee Municipal Court: Managed and executed ongoing media campaign to place local media
stories promoting judges and community outreach programs. (2002-2007)
University of Wisconsin-Milwaukee School of Nonprofit Management: Served as primary consultant
facilitating major gifts campaign. Led fundraising strategy, grant writing, event planning and production
of collateral materials. (2005-2007)
Emerge Wisconsin: Served as interim program director for 6-month training program for women
political candidates. Responsible for public relations, fund raising and meeting planning. (2007)
Womens Choice-PAC: Served as interim director responsible for fundraising, communication, event
planning, volunteer management and budget administration. (2005-2006)
Penned feature stories for a variety of publications, including the Cleveland Plain Dealer; the Business
Journal Serving Greater Milwaukee; the Milwaukee Journal Sentinel; and (2000-2009)
MBA, 2013
Bachelor of Arts in Journalism, 1995
Graduate, Step Forward, Center for Creative Leadership, 2013
Graduate, Leading For Results, Time Warner Cable, 2011
Graduate, Future Milwaukee, 1999
Graduate, Milwaukee Forum, 2006
Awards and Recognition
Earned 8 IFEA Pinnacle Awards recognizing PR excellence in the special events industry
Earned 5 ACC Beacon Awards recognizing PR excellence in the cable industry
Recognized by Milwaukee Magazine as one of Milwaukees 35 Under 35
Researched and wrote 14 local history stories for permanent kiosks installed in downtown Milwaukee
Organized media tour for the President of Ireland
Early career: PR and project management roles at Greater Milwaukee Foundation and Feeding America


2419 Gable Hollow Lane, Houston, TX 77450 Phone: 239-247-3897 Email:
Recent graduate of top MBA with work experience at prominent firms like Shell and Price Waterhouse
coopers in accounting and advisory roles. Excelled at financial structuring and analysis and in delivering
high value solutions to organizations. Demonstrated ability to work well independently and as a team
member and interact with all levels of staff and management. Enjoy solving problems and identifying key
issues and relationships from a diverse set of data.
Key Areas of Expertise:
Financial Analysis and Reporting
Financial Modeling
Financial Reporting

Interpersonal and Leadership skills

Project and change management

Process Improvements
SAP Software conversions

Executive Masters of Business Administration (EMBA): Kellogg School of Management
Certified Public Accountant (CPA): State of Colorado
Chartered Accountant (CA): ICAI, India
Bachelor of Science in Accounting/Commerce: University of Delhi, India


LEESAR INC., Lehigh Acres, FL
2008 - 2013
A medical supply chain company with a high growth rate and customer base across southwest Florida.
Director of Accounting
Spearheaded the accounting department maintaining a highly effective financial system and advised
business decisions making on a wide variety of operational matters through fact based analyses, financial
modeling and monitoring operational performance.
Explored and evaluated business opportunities. This included both setting of financial targets and
working with internal stakeholders to create plans for their success.
Consolidated functions while maintaining efficiency levels in Accounting Department by identifying
redundancies, reassigning staff, and reorganizing workloads.
Selected Accomplishments:
Created $ 1.8 Mn Interest expense savings through effective financial strategies
Identified as a CFO candidate.
Redesigned and spearheaded highly effective vendor payments via purchasing card program that
improved cash flow efficiencies and increased companys incentives under the program by $500k
Pioneered new billing system for Fleet and Courier Service department that increased revenue by 60%
over a span of four years to transform it into profit center for the first time.
Accelerated the development of the budget analysis software, fostering a collaborative environment that
provided better analysis tool and improved individual accountability.
Reduced monthly closing cycle by 3 days through process improvements.

Ashwati Poduval, CPA, MBA Page 2

Internal Auditor
Advised trustees and management to ensure controls are in place by identifying and analyzing all major
risks on an annual basis.
Coordinate coverage with the external auditors and ensure effective performance of audit.
Enforced business processes benchmarking against leading practices and designed an extensive listing of
potential internal controls for implementation.
Selected Accomplishments:
Designed and Implemented solutions that positively impacted the bottom line. Assessed and managed
risk, and strengthened internal controls.
Successfully coordinated with external auditors to ensure effective and early completion of external
Supply and Distribution Finance
Pioneered all financial reporting, as well as the annual targets and resources (T&R) process for Supply
and Distribution.
Strengthened monthly and quarterly financial business results with focus on providing quality analysis as
well as assisted management in identifying business improvement opportunities and tools to evaluate
new investments.
Excelled in NPV and IRR analysis. Spearheaded margin improvement processes.
Redesigned working Capital management and asset management.
Selected Accomplishments:
Expedited and conceptualized inventory control module that helped integrate inventory movements
between oil refineries, terminals and retail locations
Restructured G/L, financial systems, reports and schedules to improve forecast precision and
standardized reporting procedures.
2002- 2007
Performed and managed audit of financial statements of client(s) in accordance with (Indian) Companies
Act, 1956, and the mandatory Accounting Standards issued by The Institute of Chartered Accountants of
India and/or US GAAP.
Handled critical areas of audit, motivated and encouraged Team members, acted as an anchorperson
among Clients, Partner, and Manager and Team members.
Advised clients in effective Internal Control Procedures in the normal process of Accounting Functions
& updated them on latest amendments in various laws/statutes etc.
Major Clients: Samsung India, Hewlett Packard, Xerox Modicorp Pvt. Ltd. and CSAV Group Agencies.
Selected Accomplishments:
Spearheaded the team in the integration and migration of a major electronics giants ERP to SAP.
Assisted in the successful de-merger of a major electronics company.

1566 Oakdale Bluffs Drive Mableton, Georgia 30126
770 315-5100
Consistently top-performing business professional with more than 13 years of progressively responsible
experience increasing productivity, enabling cost reduction, launching new products and creating profits. Highly
regarded for communication, organizational, and analytical attributes that contribute to effectively leading
diverse teams in achieving corporate goals. Recognized ability to oversee new product development and manage
global, strategic initiatives and projects. Possess extensive domestic and international experience. Distinguished,
productive career is complemented by relevant, advanced, formal education.
Staff Management Performance Evaluations Financial Analysis Training & Mentoring Presentations
Audits Resource Management Services Strategy New Product & Service Introduction & Launch Risk
Analysis Six Sigma Business Strategy Scheduling Project Management Budgets International
Operations Technical Leadership Cross-functional Internal Productivity Profit Building Cost / Benefit
Analysis Strategic Planning Writing Cost Reduction Manufacturing Implementation
Provides refrigeration equipment used in cold storage applications primarily to preserve perishables in
supermarkets, convenience stores, restaurants, warehouses, and distribution centers.
Senior Manager, Value Analysis/Value Engineering, 2013 present
Responsible to lead a cross-functional team to achieve cost reduction by optimizing product cost
portfolio and increasing product sales by improving features and performance. Identify and develop
product strategies to determine best option to increase EBIT.
Based on product margins and COGS, determine product strategy for new product development and cost
Led a cross-functional team to achieve $15MM in 2013 savings, $30MM in annual savings
Led the organization to complete 207 projects related to supply chain, manufacturing, warranty costs and
Financial analysis of projects to calculate cost savings and ensure PPV and savings margins are flowing
through the balance sheet
GE Energy provides a diverse portfolio of product and service solutions and deep-industry expertise to the
energy sector.
Engineering Manager, Industrial Services, 20102013
Develop services strategy for five product lines. Supervise a five-member team in managing more than 60, new
product- and service-introduction programs (NPI) that have a combined, annual budget of more than $6M.
Generated sales of $14M in 2011 on an investment of $4M by transforming an underperforming team that
developed and launched 15 new products and services.
Improved on-time delivery from 55% to 100% (5% under budget) by applying program-management, riskmitigation techniques.
Reduced product-development cycle time 50% through applying Lean Six Sigma principles.
Apply eco-imagination concepts to improve product efficiency and reduce carbon footprint.
Team Leader, Predictive Life Programs (PLP), 20062010
Managed condition-based maintenance (CBM) for gas turbine programs that resulted in greater internal
productivity and customer value. Identified synergy opportunities for CBM and administered the application of
developed processes and methodologies within energy to aero-energy and oil and gas businesses. Delivered
presentations to key customers to enable commercialization of a new maintenance philosophy that led to lower
customer risk and increased value.


770 315-5100


Produced $1B in savings in hardware repair and replacement strategies through employing Six Sigma
Captured $100M in productivity savings and increased asset reliability for customerspersuaded 6
customers to apply new technology.
Recognized by receipt of GE Management Awards

Productivity Manager, GE Oil & Gas, Florence, Italy, 2009

Identified and executed short- and long-term productivity programs for a $4B portfolio on long-term contracts
that generated $600M annually. Performed risk analysis and managed operational, market, and execution risk
for technology-related programs. Created financial modeling of deterministic and stochastic, portfolio elements
to improve accuracy. Supported commercial and sales teams in understanding and mitigating risks of long-term,
service agreements.
Established all Florence operations within 9 months.
Saved $15M within 9 months through leading an 8-member team in developing maintenance strategies for
gas turbines.
Generated $600M in annual revenue by leading productivity programs
Condition Based Maintenance (CBM) Expert, 2008
Served as the subject matter expert, transferred knowledge, and developed technical processes and program
management for a budgeted $2M, program execution. Co-led a cross-functional team to develop and execute
new, engineering processes.
Reduced costs $15M, representing a 50% savings, by developing the CBM process and application to gas
turbine hardware.
Earned the General Managers Award for margin expansion
Lead Engineer / Engineering Project Manager, GE Energy, Atlanta, GA, 20022006
Served as the ISO representative for the PLP team. Authored the ISO manual, conducted internal audits, and
prepared the team for external audits.
Recognized with 2, companywide GE Energy Service Engineering Awards:
Outstanding team, technical and business contributions to the CBM program.
Outstanding individual achievement for contributions to the RLE program.
Edison Engineering Development Program, General Electric Power Systems
Greenville, SC & Atlanta, GA, 20002002
Earned the following awards:
Top Student for graduating at the top of the class.
Outstanding Edison Award.
Corporate Recognition Award
Kellogg School of Management, Northwestern University
Rensselaer Polytechnic Institute
The Pennsylvania State University
Birla Institute of Technology & Science, Pilani, India

Executive MBA, expected Dec, 2014

M.S. in Engineering Science, 2003
M.S. in Mechanical Engineering, 2000
B.E. in Mechanical Engineering, 1998

Black Belt, 2003 Green Belt, 2001
Mobile Transformer Testing System System and Method for Transformer Repair

6400 Bermuda Dunes Drive
Plano, Texas 75093

Phone: (214) 538-7134



Global change leader and community activist with 10 years experience partnering in transformational
change initiatives with multi-billionaire family owners, public company c-suite executives, and
government leaders on a global platform. Candidate, Masters of Business Administration from the
Kellogg School of Management at Northwestern University. Areas of expertise include:

Strategic Corporate Planning

Executive Coaching
Global Corporate Citizenship
Evaluation & Assessment
Leadership Development
Cross-Cultural Learning


Transformational Change Agent

Strategic Human Resources
Executive Sponsorship
Change Management
Curriculum Design & Delivery
Global/Cross Function Teaming

Succession Planning
Strategic Market Entry
Operational Development
Action Learning Process
Workshop Facilitation
Program Management

Action Learning Associates, Ann Arbor, MI

Member of a world-class executive management team driving organization change, human capital
development and succession planning for our clients. We partner with business owners, CEOs, and
government leaders from organizations including Ford, Best Buy, CP Group, Grupo Salinas, Gensler, Intuit,
Royal Dutch Shell, Royal Bank of Scotland, US Navy SEALS, New York City Public Schools, and Bruneis
Ministry of Education.
Vice President, Global Operations US, Asia & Latin America, 2010 Present

Responsible for client work at the C-level focused on succession planning, leadership development,
and organizational transformation. The work entails in-depth client interfacing as we assist
organization in strategic change management initiatives.
Support client organizations in the development of internal change agent personnel and teams
charged with carrying forward the work we preform when engagements are complete.
Responsibilities include talent identification & selection, professional development & coaching,
performance assessments, and on-team/off-team judgment calls.
Design and deliver action-learning based professional development programs for leaders at all levels
within client organizations. Most programs include business related projects, which participants
work on in small teams to practice newly acquired skills in real business situations.
Coach executives on personal leadership capabilities aimed at enhancing effectiveness of leading
others. Coaching sessions focus on performance in both the regular job and in the development
program. Includes analysis of leadership behavior feedback from others within the organization (ex.
360 Feedback, 9-Cell Performance/Values Assessments, Forced Ranking).
Coach project teams throughout development programs with the goals of; successful team launch,
project planning, project execution, identifying and arranging benchmarking opportunities, and
resolving interpersonal issues within the team when appropriate. Projects are generally tied to
revenue generation or cost reduction with many having material impact to the organization.
Manage ALA team resources and expenditures for client engagements. Includes management of client
assets/budgets ranging from $1-10M annually.

Manage corporate citizenship efforts with clients, which includes networking within the client
organization to understand potential agencies, working with agencies to set up the experience, and
designing and implementing the intervention.

Trilogy, Austin, TX
Executed vision of company owner and led an organizational transformation initiative for newly acquired
business unit, Ecora Software. Re-structured sales and support organization to align with market realities
and efficiency demands. Transformational efforts resulted in sustained quarterly profits following years of
multi-million dollar losses.
Director of Sales Americas & Europe, 2008 2009

Leader of Sales organization at Ecora Software, a $10M enterprise software business unit owned by
Trilogy. Responsible for sales, marketing, and the human resources functions for the business unit.
Restructured sales organization to meet the needs of a redefined organization post-acquisition to
drive efficiency and ROI for parent company. After restructuring, within six months the company
showed its first quarterly profit in over 5 years. Additionally, year over year revenue increased over
10% for the company.
To engage customers, promote client loyalty, and build company culture, we designed and
implemented a Customer Success Program and Customer Council for existing clients. Customer
Success Program tied employee compensation directly to the value added to our clients from their
point of view. This lead to not only higher client retention rates, it was a platform for product
development and innovation.
Drove efficiency by creating a new sales division and sourcing sales representatives to lead
communication efforts with existing customers. Leveraged e-hiring platform, o-desk, to execute
Re-designed strategic HR processes for the company including people selection, performance
assessments, reward and recognition programs, and training and development platforms.

General Electric Company, Fairfield, CT

Added value to the company by translating corporate vision and strategic plans to local initiates within my
area of responsibility in GEs Consumer & Industrial business unit. Considered a fast-track employee, annual
performance appraisals with top-talent rating (A-Player) Routinely promoted to positions of greater
responsibility and business impact based on a consistent record of high performance and values appraisals.
Selected to be part of Jeff Immelts (GE CEO) corporate development program, CLP (6-mo. leadership
development program).

Area Sales Manager New Orleans, LA, 2006 2007

Area Sales Manager Little Rock, AR, 2006
Area Merchandising Specialists Nashville, TN, 2005
Telesales Specialists Indianapolis, IN, 2004


Kellogg School of Management at Northwestern University, Evanston, IL

MBA Candidate 2014
Wabash College, Crawfordsville, IN
Bachelor of Arts 2004

3342 N Southport Avenue. Unit #1, Chicago, IL 60657
Cell: 313-520-1505

Entrepreneurial leader with over 13 years of experience in the Internet/E-commerce and web-services industry,
leading international & domestic marketing, strategic business development and market positioning for strong
revenue generation through sales & service Strong leader with an emphasis on creating successful strategic
alliances and developing diverse partnerships throughout India, China and EMEA
Skilled in deve
and social media strategies, while expertise in hands-on analysis of consumer web-traffic translation.
Graduated of Northwestern University - Kellogg School of Management Executive MBA, December - 2013

November 2012 - Current, Chicago, IL is a technology and social media start-up, focused on enriching peoples lives around the globe by
giving them an insider look at jobs and companies. Glassdoor was founded in 2008, but started its business operations
in 2010.
Regional VP of Sales & Business Development Enterprise Division, Chicago, IL
Responsible for creating, building & leading Glassdoors Enterprise division. Focusing on customer analytics via software, managing customer growth & new acquisition strategy, focus on domestic brand
development and product integration. Focused on hiring, training and managing top talent as well as creating a go to
market strategy focused to penetrate the Fortune 1000.
Major Accomplishments:
Opened regional offices, based on competitive and new customer acquisition modeling and revenue growth
deliverables to achieve board financial plan.
Developed and launched added value sales and marketing strategy, for Glassdoor to carve out our niche space
Executed customer minded campaigns: via social, mobile and international marketing partnerships & alliances
Developed and achieved Glassdoors Fortune 1000 customer penetration & retention strategy in just 8 months.
Grown the Fortune 1000 business divisions revenue from 13.5% to 32% in last 2.5 quarters.
Work hand in hand with Glassdoors Founder/CEO, SVP of Operations and CFO to manage EBITA ratios and
revenue goals to manage and grow profitability., Chicago, IL
2004 - 2012
Global leader in on-line human capital solutions, headquartered in Chicago, IL providing companies access to talent,
through innovation, big data and unparalleled technology delivered to customers at every touch
Managing Director Global Marketing & Sales
2011 November 2012
Marketing delivery of new innovative products & services through strategic on-line, social, video and affiliate
marketing channels, both domestically and globally. Focused on analytical data gathering and site traffic evaluation,
relating it all back to increase in sales, revenue and board directed EBITDA goals. Work and communicate directly
with CEO and President of EMEA and Asia-PAC.

Major Accomplishments:
Within the first year, grew the global sales division by 155% of revenue targets while returning a 110% EBITDA
back to the board.
Drove scalable programs to garner insights and improve online channel efficiencies while maximizing revenue
opportunities, at the platform, geo global level
Increased customer adoption rates by 36 - 42% through strategic marketing initiative, including: SEO, paid
search, advertising, social media, and email marketing
Researched and developed new product line launches markets like, India, China and Germany by focusing on a
localization, product differentiation, affiliated channel partnerships and downstream channels strategy
Launching local market product pricing and promotional strategies by working closely with local market leaders
and internal research teams

Arti Pullins Page 2

Deep dive into web analytics to understand traffic and conversion data and drive analysis and optimization
recommendations for maximizing ROI, tracked by high level performance metrics of traffic, revenue, efficiency,
conversion goals.
Manage an external vendor partner, responsible for affiliate recruitment, promotion communication and program
Focused on staying up to date on all industry trends, best practices among affiliates, paid search, comparison
SEO engines, online boards and bloggers
Work hand in hand with IT, Data Warehouse and Site engineers for all site initiatives

Managing Director, CareerBuilder India

2008 2011

Lived in New Delhi, India from February 2008 April 2009

Handpicked by the CEO, to organically start up the business in India. Opened a local Indian
business with 0 employees and grew it to 23 employees. Created and led a market penetration strategy, by creating
and implementing: marketing, sales & service, product &pricing approach for the business. Started with a minimal
budget, and achieved 138% of revenue and 113% of EBITDA in year 1. Consecutively, grew the business an average
of 123% YOY in Revenue and 105% in EBITDA returns, based on Board plans.
Major Accomplishments:
Won the Welch Award the highest recognition award, by CareerBuilders Global CEO, to a top business
leader, who has significantly impacted CareerBuilders global bottom line.
Created and launched 21 new product lines, specifically catered to the Indian market, and remained focused on
market differentiation
Developed competitive marketing and pricing for the Indian market and successfully created added value for our
local customers
Grew from a dozen existing customers, to over 276 active local customers.
Personally led key partnership negotiations & marketing tactics to increase sites unique visitors by 230%,
expressions of interest by 318%, and CTR by 58%
Formed tactical marketing and advertising partnerships with Microsoft, Google, Yahoo, and leading social media
and mobile enabling sites to increase traffic and UVs.
Hired, trained and motivated the entire staff of 23 in-country local employees

Area Sales Manager, Chicago, 2006 2007

Lead a team of 12 Enterprise sales executives, focused on selling sales solutions to the Fortune-500. Worked
directly with companies like: Starbucks, Amazon, Apple, Ebay, Google, Facebook, Kraft, and Boeing to grow
revenue through CareerBuilders existing and new product offerings.
National Sales Executive, Chicago, 2005 2006
Succeeded in personal sales quota, by achieving 135% of incremental revenue target, through selling into new and
existing customers like: HSBC, Lettuce Entertain You, Allstate and JP Morgan Chase. Won an invitation and
recognition to both silver sales club and annual enterprise sales club awarded to top sales executives due to overperformance

Senior Marketing Manager, Chicago, 2004 2005

Developed, launched and ran affiliated marketing department focused on the Financial service as well as Healthcare
industry. Focused on paid marketing, SEO growth, print & publication advertising as well as e-commerce growth of
sales and transactions.


2001 2003


MICHIGAN STATE UNIVERSITY, East Lansing, MI , Bachelor in Sociology, 2001


Chicago, IL 60654 415.606.2556

Performance-driven operations and business development leader offering 11 years of comprehensive achievements across diverse
industries and global markets. Key strengths include leading cross-functional teams, implementing strategies across an organization,
identifying growth opportunities, forming new business partnerships and continuously optimizing operational processes. Known for
strong work ethic, entrepreneurial intuition and enthusiasm.

2011 Present
Miami, FL & Chicago, IL

Developed and enhanced operations infrastructure & processes while managing strategic planning and international partnerships for
cutting-edge beauty accessories manufacturer startup generating $10 million of revenue in the first year.

Instrumental in the implementing the strategy converting the organization from a domestic, single brand, web-based manufacturer
to an international multi-brand business; recognized as an industry leader & brand in hair and beauty accessories.
Lead successful international business & operations development efforts following detailed market analysis, regulations research
and superior relationship building resulting in expansion into 19 international markets accounting for 50% of companys revenue
in 2012.
Increased product output and quality while reducing production costs 15% by establishing KPIs, strategic manufacturing
partnerships, and continuous process improvement.
Analyze sales trends and create innovative merchandising strategies via customized reporting reducing inventory levels 25% in
Conceptualized the leading brand Colorsmash led creative team in developing the brand, which accounted for 75% of company
revenue in 2013.
Revamped customer service philosophy and approach following detailed email/call campaign analysisinstituting intensive
training and creating a cross-functional team focused on vendor/client relationships.
Manage and mentor twelve operational teams members (marketing, customer service, design, product management and admin)
encouraging a collaborative environment to continuously improve and innovate operational efficiencies and processes.
Work cohesively with CEO & Founders on developing and defining the short and long-term goals, vision, strategies and growth
projections for the organization.



2010 2011
San Francisco, CA

Recruited, developed, and managed cross-functional administrative and research teams that supported Financial Analysts for leading
global investment management firm with $20 billion assets under management while managing the business operations.

Directed team of five administrative and research assistants providing leadership and innovative solutions on how to add more
value to the analysts role and the investment process.
Interfaced with Directors and Executives to develop and maintain organizational strategies and operational efficiencies in the US
office that aligned with the overall corporate mission and strategy.
Proposed a firm-wide HR system to streamline a complicated, manual process into a seamless system that could be incorporated
with the 360 semi-annual reviews and recruiting systems. Collaborated with IT in the initial design, roll-out and implementation of
the system in the US office and global offices.
Contributed to dynamic culture by managing event logistics as a liaison across all corporate offices within this matrixed
organizationpromoting team building and community outreach.





2007 2010
San Mateo, CA

Developed operations foundation for Silicon Valley Tech telecom startup encompassing operations management, client relations and
accounting management.

Built global partnerships and forged strong client and investor relationships in close collaboration with CEO leveraging business
development acumen.
Lead supplier relationship management including contract negotiation, monitoring performance, volume leverage and total cost
management objectives.
Enterprise establishment included all legal document creation, accounting, payroll, procedures, employment handbook & policies,
department processes and all company & product licensing.
Reconciled and produced highly accurate monthly, quarterly, and annual financial reports and filings in compliance with federal
regulations and serving as contact for clients, investors, BOD, and vendors.



2001 2007
Cincinnati, OH & San Francisco, CA

Directed all facets of operations and sales for real estate title and escrow company - maximized revenues and growth of the firm by
developing strategic partnerships, cutting-edge service standards and maintaining the highest level of ethics and integrity.

Analyzed and made recommendations for new market investment opportunities resulting in expansion across five additional
states which increased revenues 40% in 2003.
Recruited, trained and supervised 20+ employees responsible for all front- and back- office functions while developing enhanced
and seamless processes to ensure compliance in a highly regulated industry.
Represented the company as a licensed title agent performing deep dive analysis to determine the marketability of the title to
residential and commercial properties.
Researched, negotiated and launched four joint ventures which accounted for 35% of revenue during 2006 & 2007.
Led the efforts to create an online presence and web-based interface for clients allowing them to place orders online and track
the stage of the file along with document management capabilities.
Managed, reconciled, and handled yearly audits for escrow and operating accounts utilizing QuickBooks Pro.

Master of Business Administration
Bachelor of Science in Business Finance and Marketing

degree expected December 2014

Evanston, IL
Tallahassee, FL

(305) 322-8859


8355 SW 78th St, Miami, FL 33143


Results driven multinational leader with over 13 years of experience in the information technology industry and international business.
Principal strengths include strategic business planning, marketing and process improvement. Expertise in creating new business
development for hardware, software and services for technology brands, including Cisco Systems, Oracle, and NetApp. Outstanding multi-lingual communicator with a consultative sales style and in-depth technical knowledge for integrating solutions at all levels within an
organization and its clients. Executive MBA from the Kellogg School of Management at Northwestern University.
Professional specialties include:

Strategic / Business / Marketing Planning

New Business Development
International Sales
Managing Strategic Alliances between Vendors

Brand / Product Positioning

Demand Generation Activities
Process Improvement
Project Management Skills


Brand Management / Business Development
Negotiated and secured the contract to distribute Oracle software products in the Caribbean region, which lead to a $8MM revenue in new
business in the first 7 months; turning the brand into a new strategic vendor for the region in a short time.
Achieved 30% increase in sales of NetApp products Year over Year since FY 2010 until the present
Channel Manager / Account Executive

Secured a $1.2 million contract with Cable & Wireless to sell a unified communications solution consisting of Avaya and other
vendors to Sandals Resorts. The project included pbx and voicemail equipment for 18 properties in 4 islands in the Caribbean.
Secured a $1.7 million government contract with local Var to sell Extreme Networks equipment to the Ministry of Health in Trinidad
& Tobago. The project included Ethernet networking switches for 13 sites and was divided into 10 batches.

2010 Present
A division of Avnet Inc., a global Information Technology solutions distributor, with $26B+ in sales. The TS group addresses the needs of the
enterprise and service providers customers, by providing multi brand solutions from leading vendors in the areas of storage, unified
communications, networking, virtualization, data center and enterprise software. Acquired Tallard Technologies in July 2010
Regional Business Development Manager
2013 Present
Northern Cone (NOCO) Region Central America, Caribbean, and Andean Countries
Recently promoted to lead the NOCO region to launch Cisco Systems products with a focus on strategic alignment with NetApp. This will enable
growth within the Converged Data Infrastructure and Cloud Computing market segments.
Responsible for managing the alliance of NetApp and Cisco, to create a single marketing and go to market strategy to expand the adoption
of converged data centers based on the FlexPod solution architecture
Develop demand generation programs within the NOCO region to increase awareness and sales of the FlexPod architecture
Leader of a virtual team comprised of local business development managers, account managers, presales engineers and inside sales
dedicated to the new dual brand strategy, based in multiple countries
Lead and reengineered the manual quoting and data entry process, resulting in business and customer facing efficiencies
Recognized as an over achiever in LATAM, awarded an invitation to the Excalibur Executive offsite trip
Teamwork recognition by creating the Cisco VAR recruitment strategy currently being executed in all Avnet LAC offices
Business Development Manager, Central America, Caribbean & US Exports (2010 2013)
Initially hired to design and implement strategic marketing and branding plans for Avaya, Apple, Extreme Networks, Polycom and NetApp.
Promoted to strategically lead the onboarding and launch of Oracle software products in the Caribbean region as well as to continue the sales for
the NetApp products in Central America and Caribbean region.

Developed new strategic business unit focused on infrastructure vendors such as NetApp, Oracle and others
Set strategic direction to execute Avnet Global opportunities in the Latin American region
Responsible for evaluating and recommending new vendors by presenting business growth cases and PnL scenarios
Manage cross functional account executive, engineering and inside sales teams to execute demand generation activities and sales
strategies for the region for NetApp and Oracle brands
Received three recognition awards: Customer Focus by the SVP of Latin America, Teamwork and Accountability by the Regional BDM
Over achieved goals in revenue and profitability for both the NetApp and Oracle brands

Alfredo Santana Page 2


2002 - 2010

Value added distributor for information technology products for Latin America and the Caribbean with $300MM in sales. Largest regional
distributor of Apple, Avaya, IBM products, and top tier networking vendors, like Extreme Networks and Foundry Networks.
Regional Channel Manager, English Caribbean (2008 2010)

Responsible for sales in the territory that included Bermuda, Jamaica, Barbados, Trinidad and Curacao
Developed existing partners to increase sales by conducting strategic account planning
Detailed oriented: achieved 100% in CRM funnel reporting and accuracy objective

Networking Communications Specialist (2005 2007)

Responsible for implementing Extreme Networks and Foundry Networks brands in Central America and the Caribbean
Led cross discipline sales support team to focus on high touch accounts, to secure large scale opportunities

Marketing Program Manager (2002 2005)

2000 - 2002
Leading interactive digital communications agency for online strategy and consulting services for Fortune 500 customers.
IT Generalist

Executive MBA 2013
Study Abroad:
o Recanati Graduate Business School at Tel Aviv University, Israel
o Hong Kong University of Science and Technology Business School, Hong Kong, China
Bachelor of Business Administration 2000
Majors: Computer Information Systems, Marketing, Management


Fluent in English and Spanish

Minor proficiency in Portuguese and French

731 Asbury Ave. Evanston, IL 60202
Tel: 312-504-1827
Execution-focused, operations manager with 18 years national and international experience in leadership and
implementation of technology products and services. Proven ability to analyze, strategize and creatively craft
solutions to complex business challenges. Maintains excellent rapport with decision makers and communicates
effectively within all levels, inside and outside, of the organization. Recognized for building high performance
teams, and achieving goals in difficult and unfamiliar settings. Key skills include:

Business Process Design

Program Management
Product Development

Organizational Agility
Systems Thinking
Client Management

Matrix Team Leadership

User Experience
Quality Assurance

Executive Master of Business Administration, expected 2014
Bachelor of Arts in Classics, 1994
APPLE INC., Chicago, IL
2009- Present
Project Manager, Chicago Public Schools Account
Key account manager of large scale, multi-year contract to distribute and integrate Apples hardware, software
and professional services into 675 schools.
Manage senior-level relationships to ensure successful implementation of Apple technology.
Lead a cross-functional team of sales, engineering, logistics, manufacturing, service and support.
Manage contract, ensure adherence to service level agreements (SLAs) and maintain high levels of customer
satisfaction, resulting in contract renewal in in 2012.
Developed life-cycle operational processes, improving operational efficiencies and enabling sales team to
grow account from 5M in 2009 to 23M in 2013.
Created automated SLA reporting database and mechanism for company/customer reporting. Provided
early detection of delays and improved order to installation time frames by 50%.
Implemented Electronic Data Interchange (EDI) between CPS and Apple resulting in a 50% decrease in
time from order to fulfillment, and a 400% increase in the number of purchase orders processed per year.
Direct oversight and relationship management of local distribution center and installation provider.
Present Apples Professional Service offerings to senior-level management at executive briefings.
Video production company serving needs of educational publishers, nonprofit organizations.
Director of Marketing
Recruited by former client to develop and implement a long-range strategic business and marketing plan,
expanding company visibility and increasing potential client roster by 25%.
Successfully created and managed web marketing campaigns with Google AdWords. Results include an
18% conversion rate and, over a 12-month period, a 151% increase in site traffic.
LEGACY.COM, Evanston, IL
Leader in the online memorial and obituary market.
Consulting Product Manager, Memorial Websites


Madaliene Schalet Page 2

Managed new product development of memorial websites by defining strategy, prioritizing features and
usability components based on aggressive timelines and limited resources.
Formalized company product development process. Introduced use of site maps, wireframes, project scopes,
business requirements and quality assurance processes.


Global providers of pre-K-12 educational solutions, both print and interactive.
Executive Producer, Science Technology (2003-2007)
Conceptualized, managed and executed the product development of software, audio, video, online tutorials
and e-books that supported the science disciplines.
Secured approval and managed budgets of $3M for as many as 5 simultaneous product lines throughout
their development cycle. Hired and directed a team of 2 Producers and multiple freelancers.
Selected and supervised all on-shore and offshore technology and video vendors. Negotiated long-term
partnerships with educational institutions and license rights holder.
Investigated and proposed alternative platforms for all online textbooks, saved the company $500k annually.
Identified a market needs and product differentiators for newly created Biology program.
World Languages Technology Producer (2000 -2003)
Supervised the creation and delivery of 90 minute, instructional French video and DVD series.
Monitored budget and timeline of film production in Paris and Aix-en-Provence France. Managed post
production and approval phase with vendor and editorial group.
Conceptualized the repurposing of existing media assets for a Spanish Take-Home-Tutor, which
strengthened the brand and increased sales of an aging Spanish program.
Managed the planning, development and implementation of all technology products for Spanish and
French programs.
UNITED STATES PEACE CORPS, Ramnicu Valcea, Romania
1998- 2000
Governmental volunteer agency that promotes understanding between Americans and developing countries.
Consultant, Non-Governmental Organizations (NGO)
Provided guidance and training for five NGOs on fundraising project planning/management, grant writing,
marketing and volunteer recruitment. Conducted 95% of this work in Romanian.
Obtained funding from the United Nations and European aid organizations for large-scale International
Youth Conference. Liaised with local mayor and county offices to determine funding distribution.
Served as Vice President on the Women in Development Committee and volunteer representative on multicountry Safety and Security Committee in Sofia, Bulgaria.
1995- 1998
Creators of interactive learning environments based on technology developed at Northwestern University.
Project Manager
Supervised teams of 10 analysts building custom made, goal based e-learning solutions for Fortune 500
companies. Managed relationships between internal academic, external clients, and software engineers.
Deployed to on-site oil tanker in the Adriatic Sea, collected business and system requirements for vessel
maintenance calendaring program and developed a working prototype with Greek and English clients.

Extensive international travel and cross cultural integration experience with Eastern European countries
Stanford University, Advanced Project Management Certification program
Project Management Profession (PMP) Certified
Second City, Core Writing Program
Ronit Films, Cabrini Green: Mixing it Up, Documentary Producer
Proficient in Romanian, conversational Spanish and French
Interests: travel, photography, swimming, yoga, scuba diving, cycling, technology, mixed-martial arts

Jason M. Schieffer
6801 W. Cleveland St., Niles, IL 60714 (847) 722-2544 (cell) (847) 663-0338 (home)

My current role encompasses management, accounting and finance responsibilities for a billion dollar
company in which I regularly interface with sales, human resources, marketing, IT and legal professionals.
My prior experience at Arthur Andersen as a consultant helped me cultivate many skills, including working in
teams and adapting to consistently changing situations. I am comfortable dealing with idiosyncratic
personalities and varying interpersonal styles while being collaborative and considering all views on an issue.
My previous roles have made me comfortable making difficult decisions while remaining calm under pressure,
no matter how stressful and frenetic the circumstances.
Executive MBA, degree expected June 2014
BA in Accounting, 1997
2005 - Present
Director of Accounting (2012 Present)
Oversee the financial planning and analysis team. Currently we are developing two new modules in our
financial reporting software. The first will help us predict cash flow more accurately and will be used by
department leads to make purchasing decisions as well as our Director of Treasury to make borrowing decisions.
The second module will perform customer and product analytics. This will provide great value to our sales team
in assessing the profitability of individual customers and products. Already this project has led to the
automation of our daily sales report which previously involved two hours of time daily from four employees.
Responsible for the companys 5-year financial plan currently being used for the sale of the Automotive
division of Old World Industries.
Creating presentations for private equity firms and strategic buyers as part of sell-side due diligence.
Continuing expansion of financial reporting software to perform the critical tasks of cash management
and customer profitability analysis.
Researching and evaluating GAAP principles and new FASB pronouncements.
Member of cross-functional team tasked with identifying ways to streamline and improve processes in
various departments in the company.
Evaluating new ERP systems that will be able to sustain the growth trajectory of our company.
Oversee 401K audit and member of the companys 401K committee.
Guiding and reviewing the work of the financial planning and analysis team.
Financial Reporting Manager / Director of Financial Reporting (2006 2012)
Responsibilities spanned all aspects of internal and external financial reporting (including the consolidation of
our actual results, annual budget, and monthly rolling forecasts). In order to make this part of my role more
effective, I developed the financial reporting software used at OWI (SAP Business Objects Planning and
Consolidations). My team and I created a module in the reporting software to assist our tax department in
preparing hundreds of federal and state tax returns. The tax module has saved OWI $2.5 million annually in
consulting work that was previously outsourced. Due to the innovative adoption of the software at OWI, I have
spoken at multiple trade shows to current and potential customers on behalf of SAP. Additionally, I had a key
role in the sale of our chemical plant in both preparing future projections and giving working capital
presentations to the final two companies looking to acquire the division.

Jason M. Schieffer - Page 2

Implemented financial reporting system that achieved a four day reduction in the accounting close
Managed the annual financial plan process and reduced the length of the process from twelve weeks to
Created rolling forecast model which is used to drive key strategic and financial decisions within the
Performed buy-side due diligence for potential acquisitions and sell-side due diligence for divestitures
of multiple Old World Industries divisions including a chemical facility and bottling company we
owned previously.
Acted as key team member that secured bank financing for the company in both 2007 and 2012.
Directed month-end and annual close process.
Wrote monthly management discussion and analysis for our executive management team and banks.
Performed accounting close function for a commodity and interest rate hedging division within our
Served as primary liaison with tax department.
Coordinated and managed annual financial audits and annual collateral audits.
Reviewed and signed all disbursements over ten thousand dollars.

Senior Accountant Automotive Division (2005 2006)

Developed and documented full month-end close process for Automotive division.
Worked with cost accounting department and Corporate Controller to ensure completion of month-end
close process for Automotive division.
1999 - 2005
Staff Consultant / Senior Consultant
Consultant for six years exposed me to a variety of companies and gave me the benefit of working with many
people. During this period, I worked on projects with many different personality types and learned how to
interact professionally with them and to work effectively in teams. Served as consultant on various Finance and
Accounting projects:
Assisted in IPO for Hewitt Associates.
Performed controller role for Domino Sugar while the business was available for sale.
Implemented travel and expense reimbursement process for Chef Solutions, Inc.
Established process for centralization of cash deposits for Lutheran Social Services of Illinois.
Participated in the audits of various Arthur Andersen clients.
Staff Accountant (1997 - 1999)
Performed month-end close duties for equipment leasing investment partnerships.
Produced and distributed brokerage client account statements.

Passed all sections of the CPA exam.

Presented user-product sessions at financial industry conferences representing SAP, Inc. and Aster
Group, Inc.
SAPPHIRE, SAP World Tour, SAP Financials, and SAP Reporting and Analytics
Webcast presenter for Finance Leadership Exchange (peer website resource) specializing in developing
rolling forecasts. (
Treasurer of Culver School PTA


35 Amaryllis Lane
Lumberton NJ 08048

Senior Business and Financial Strategist with experience in providing C-Level management across
domestic and international organizations with expertise in mergers and acquisitions, financial leadership,
project management, integration, financial reporting, accounting policy and internal controls.
Skilled in developing and analyzing external and internal financial statements including debt compliance,
monthly analysis and pro forma reporting. Demonstrated abilities as team builder, recruiter, developer,
motivator, and mentor to high-performing staff.
Recognized for success in leadership on multiple mergers and acquisitions projects, in financial planning
and analysis, and on SEC restatement projects.


LLC formed to provide independent consulting to former clients. Specialize in financial and operational due
diligence, financial reporting and analysis, accounting policy, internal controls, and financial management.
Managing Director
Provide valuation, acquisition and divestiture advisory services (buy-side and sell-side) to clients. Sell side
activities included preparation of descriptive memorandum, potential buyer list, negotiation of deal terms and
closing activities.
Planned and performed financial due diligence projects for private equity acquisitions and lender financing.
Projects included analyzing and advising on: business performance, cash flows, quality of earnings
adjustments, unit level economics, working capital requirements, integration synergies, and revenue
Consultant for a North American minerals company with 7 mining and manufacturing locations; the
business services some the largest publicly traded companies in the oil and chemical industries. Project
responsibilities included: developing and tracking key performance metrics, assessing the financial and
operational viability of business segments, analyzing and remediating financial reporting discrepancies, and
acting as the interim controller.
Services include redefining key performance metrics, developing division level profit and loss statements
and management reports, assisting with GAAP financial statements and forecasting cashflows, and
preparing financial information for private equity investors.
Evaluated clients investment decisions for business initiatives and merger and acquisitions, assessing
customer revenue sustainability, product profitability, margins, and overall viability of the business model.
Senior Consultant for Haverford Capital Advisors, Inc., providing sell-side advisory services to the
healthcare industry. Responsibilities included preparing information memorandum, valuation of the
business, potential buyer list, and key negotiation provisions. Advised a private Human Resource
Technology company, funded by GTCR Private Equity Group, on acquisition of services business,
including: analysis of financial model; negotiation of letter of intent and purchase and sale agreement; and
integration of call center operations.
Consultant with CMF Associates and The Intersect Group in performing buy-side due diligence and
financial modeling for private equity groups including Frontier Capital and Trivest Partners.

KPMG LLP, Philadelphia, PA

1992 2009
Director (non-equity partner) Transaction and Restructuring Services (2000 2009)
Led over 300 domestic and cross border deals in 15 countries, including significant transactions involving
Europe, the Americas, and Asia. Analyzed quality of earnings, evaluated cash flows, performed accounting
for mergers and acquisitions, structured transactions, assessed SEC and IFRS reporting requirements and
internal controls (SOX), critiqued financial models and reviewed purchase and sale agreements. Built and led
teams of multi-disciplinary professionals in evaluating acquisition targets businesses, including financial,
operational, tax, employee compensation & benefits, integration and information technology. Collaborated

John K. Shaw Resume Page 2

with clients on business development, including evaluating potential acquisition targets, developing transaction
structure, stand alone costs and synergies.
Managed a team of 15 professionals to evaluate financial reporting for two of the largest transactions
consummated by Tyco International. Evaluation supported external counsel investigations related
to improper accounting. Efforts resulted in termination of C-Level management, accounting firm, and
restatement of SEC filings for purchase accounting.
Led a cross-functional team of 40 professionals including financial, tax, operation, and legal for the nearly
$15 billion acquisition bid of Harrahs Entertainment by Penn National Gaming. The project involved
continuous troubleshooting and evaluating post-close action plans.
Advised a chemical company in developing carve out financial statements to separate businesses in a public
filing with the SEC and London Stock Exchange. Identified and resolved carve out issues with
management. Provided strategic advisory services to private equity firms and corporations to help them
develop market entry strategies, identify acquisition targets, evaluate/refine investment thesis, and create
business plans, while considering strategic and operational issues
Led the development and management of the Pittsburgh market place, including, analysis and assessment,
interdepartmental planning, business development, recruiting/training and developing a due diligence team.
Established strong working relationships with new Pittsburgh clients, bankers, legal counsel, and other
KPMG business units. Drove revenue from zero to $1.6M as a result of go to market efforts, product
delivery, team mentoring and consistently meeting timelines.
Senior Manager, Audit, Short Hills, NJ (1997 2000)
Manager, Audit, Short Hills, NJ (1995 1997)
Senior Associate, Princeton and Short Hills, NJ (1992-1995)
Planned, coordinated and implemented domestic and worldwide audit plans of 28 engagements annually with
assets ranging from $1M to $5B, with simultaneous oversight of 15 professionals. Assessed financial and
industry performance metrics. Recruited, trained and developed audit staff.
Advised client management in the development and review of consolidated financial statements, including
preparation of pro forma financial statements and related SEC disclosures for public filings including IPO,
10-K, 10-Q, S-3 and S-8. IPO experience includes three companies in eighteen months with initial market
capitalization ranging from $100M to $500M.
Identified and designed improvements to clients operational efficiencies, financial reporting and internal
controls (SOX), resulting in $400,000 in additional revenue during fiscal 1999.
Interim Controller, New Brunswick, NJ and Midlothian, VA (March 1995- September 1995)
Recruited by ABB Power Generations Director of Business Development to serve as interim controller of a
$1B division, of a $30B international power generation and transmission company.
Kellogg School of Management, Northwestern University, Miami, FL/Evanston, IL
MBA, 2014
Rutgers University, New Brunswick, NJ
Mini-MBA-BioPharma Innovation 2009
Drexel University, Philadelphia, PA
BS, Accountancy and Finance, (Deans List and Beta Alpha Psi)
Certified Public Accountant, State of New Jersey and Pennsylvania
KPMG Business Relationship- 2008,
KPMG Transaction of the Year- 2007, KPMG Teamwork Project- 2004 & 2006
Quoted as Gaming Expert in the publication, Canadian Gaming Business;
Not Losing Sight of the Customer in the Current Economy January 2009

Ken Stasiak
23340 Miles Road
Cleveland, OH 44128 USA
Phone: (216) 927-8200 Email:

Mr. Stasiak currently serves as the Chief Executive Officer and Founder of SecureState, a
management consulting firm specializing in information security. More than 14 years of thought
leadership and innovation experience drive his vision to help organizations reach a secure state. With
contagious passion, urgency and dedication, Mr. Stasiak has grown that vision into a company with
more than 50 team members, and 250 clients around the world. His clients value him and look to him
for guidance, his team members respect him, and his competitors loathe his keen business sense and
industry forte.
Mr. Stasiaks analytical mind allows him to logically flow through the most complex business
problems and find unique solutions that are easily understood by clients and team members alike. To
those who want to learn, Ken is a knowledgeable, gifted instructor who appreciates the opportunity to
drive individual growth and equip them with the tools they need to succeed in their position and
advance their career. He has unique roots that enable him to effectively operate in both the business
and technical worlds. He brandishes an ingenious business sense that helped build the company from
the ground up and become a dominating presence in the information security consulting industry.
Everything is done to further the simple company purpose of striving to make the world more secure.
eMBA from Kellogg School of Management, Northwestern University, USA.
SecureState, LLC
Founder and CEO

Cleveland, OH, USA


Key function is to set strategy and vision. Hands on with daily functions and has spent the past
several years building towards operational excellence. Conducted efficiency studies, the results of
which have yielded tremendous returns. Examples include the implementation of a real-time
consulting platform, customized proposal and delivery systems with various integrations (CRMConsulting-Accounting), which leave SecureState posed for future growth, either organically or
through M&A, without compromising quality of service.
Have worked with various outside firms to perform customer analysis, focused on positioning
SecureState to targeted customer segment. This understanding of customers in targeted markets has
allowed SecureState to focus efforts and maximize investments to continue profitable growth, while
capturing market share in targeted market.

Ken Stasiak


Consultant focused on information security guidance for more than 16 years

In addition to executive responsibilities, performs engagements and works with team members
and clients to build innovative solutions
Transformed business from an assessment company into a true business consulting firm with a
sharp focus on security
Drives an aggressive growth strategy
Focused on how security can enable an organization to use technology securely to become more
competitive while reducing overhead
Has become the trusted partner and advisor for many of the nations most successful companies.
Is the leader for the Cleveland chapter of the Open Web Application Security Project (OWASP)
Has been the recipient of the following honors and awards:
o Northeast Ohio Success Awards 2009-2013
o Weatherhead 100 Winner 2008-2013 Northeast Ohio Fastest Growing Companies
o Inc. 5000 2009-2012 Fast Growing Companies Nationwide
o Northcoast 99 Winner 2009-2013 Northeast Ohio Top Places to Work
o Cleveland Forty-Under-Forty Top Business People Under Forty
Holds the following security certifications:
o Certified Information Systems Security Professional (CISSP),
o Certified Information Systems Auditor (CISA),
o International Information Systems Security Certification Consortium (ISC2)
Holds membership in the following organizations:
o Information Systems Audit and Control Association (ISACA)
o Information Systems Security Association (ISSA)
o American Society for Industrial Security (ASIS)
o Association of Certified Fraud Examiners (ACFE)

Cleveland, Ohio
Cleveland, Ohio
Senior Consultant
Executive Master of Business Administration - Strategy, Finance and Marketing

Evanston, IL


Akron, Ohio
Bachelor of Science, Accounting - Associates Degree Computer Program

Edward F. Svejda

Analytical Sales Leader Delivering Top-Line Performance Through Integrated Engagement

Exceptional medical sales leader discovering, designing and delivering outcomes-driven and
patient-centric solutions to hospitals, IDNs and GPOs throughout the Midwest and the nation.
Extensive knowledge of quality, operational and financial metrics critical to the business of
healthcare fuels privileged engagement and collaboration with Executive teams and other key
leaders. Proven ability to lead teams through launches of new products while building existing
brands. Effectively convert short- and long-term opportunities into top-line growth for employers
and partners.

Performance Highlights

2013 Global Executive Leadership Award recipient

2013 Region of the Year Runner-Up with sales growth exceeding $5M
2012 Region of the Year with sales growth exceeding $5M
2012 Global Executive Leadership Award recipient
2011 MDCO Elite Sales Excellence Award recipient
Change Management
Fostering Teamwork
Network Development

The Medicines Company

Associate Partner

Leadership Competencies

Operational Efficiency
Diagnostic Consulting
Strategic Thinking
Analytical Vision

Leadership Experience

Learning Agility
Flawless Integrity
Critical Thinking
2007 Present

Recruited into the company as a critical care business manager, then developed and promoted to
Associate Partner for the central region after a successful interim experience. Current regional
cardiovascular acute care portfolio valued at ~$80M extending across 13 managers in 12 central
states. Co-responsible for protecting the current business and driving new portfolio revenue for
acute care pharmaceuticals and drug-eluting stents in IDNs and independent hospitals throughout
the region. Collaborate with colleagues of the American College of Healthcare Executives, the
American Heart Association, Chicago Healthcare Executives Forum (CHEF), Boston Scientific, Astra
Zeneca and The Medicines Company to deliver integrated, customer-centric solutions across the
continuum of care for cardiovascular disease. In-House assignments include projects in marketing,
sales analytics and operations.
Selected by SVP as marketing liaison for product life-cycle planning.
Experience leading teams through co-promotions, product launches and recalls.
Inspire, coach and mentor managers through day-to-day activities and focused
developmental projects.
Facilitator for on-boarding of managers, including interviewing, training and certifying.
Architect for regional quarterly sales goal-setting strategy.
Collaborator on national market access strategies and tools.
Leader for establishing and communicating hospital- and patient-focused value
propositions for product portfolio.
CHICAGO, IL 60647 | EDWARD.SVEJDA@GMAIL.COM | 773-517-4562

Edward F. Svejda

Analytical Sales Leader Delivering Top-Line Performance Through Integrated Engagement

Schering-Plough (Millennium Pharmaceuticals) | Chicago, IL

Cardiovascular Sales Specialist

2005 2007

Initially hired by Millennium to promote Integrilin, then the cardiovascular business was acquired
by Schering-Plough. Grew the Chicago business for Integrilin to Rank #1 in the nation.
2007 National Sales Rank #1, reported through May 2005last known ranking.
2006 Sales Rank #1 in the district, #8 in the region and #13 in the nation.

LifeCor | Illinois & Wisconsin

Cardiovascular Device Representative

2004 2005

Member of 20 person launch team for the worlds first wearable defibrillator, LifeVest.
Responsible for building the brand throughout Illinois and Wisconsin. Successfully increased sales
with interventional cardiologists and electrophysiologists.
2005 Sales Rank #6 in the nation.
2004 Sales Rank #20 in the nation.

Purdue Pharma, L.P. | Chicago, IL

Pain Specialty Sales Representative

2003 2004

Recruited to rebuild OxyContin sales in Chicago after fallout brought on by the media. Managed
public and professional opinions to reposition OxyContin for appropriate moderate and severe
pain patients. Launched Spectracef, an antibiotic, during tenure and led the district in sales.
2004 Sales Rank #1 for Spectracef.
2003 Sales Rank #260 of 660 for OxyContin.

Johnson & Johnson (Ortho-McNeil Pharmaceutical) | Chicago, IL

Primary Care Sales Representative

2001 2003

This position represents entrance into the pharmaceutical space whereby an outstanding training
program paved the way for developing a highly-agile and ethically-sound professional. Successfully
learned the business of pharmaceuticals and built multiple brands over the course of two years.
Promoted to District Trainer in 2002 while enrolled in the Management Development program.

2002 Sales Rank #1 of 50.

2001 Sales Rank #7 of 50.
Awards Include: Rookie of the Year (2001), Ultracet Fast Start (2001 & 2002), Levaquin
Star in a Blockbuster (2001) and Ditropan XL Beat L.A. (2001).


Kellogg School of Management Northwestern University | Evanston, IL

Master of Business Administration (MBA) Expected June 2014

2012 Present

Krannert School of Management Purdue University | West Lafayette, IN

Bachelor of Science in Business Management (B.S. in Management)

1994 1999

American College of Healthcare Executives | Chicago, IL

2012 Present
Fellow of American College of Healthcare Executives (FACHE) Expected August 2015

CHICAGO, IL 60647 | EDWARD.SVEJDA@GMAIL.COM | 773-517-4562

Ravi V. Thakkar
847.769.8626 | 1659 Joseph Court, Buffalo Grove, IL 60089 |

Product leader at Motorola Mobility, a Google company, with expertise in product marketing, sales,
engineering, supply chain, e-commerce, and cross-functional leadership. High performer with a diversified
skillset that is consistently put on the Big Bet projects for the company. Equally strong business and technical
acumen to make decisions that drive strong business results. Selected by senior leadership team to run Worlds
First programs such as built-to-order smartphones and converged computing devices. Products that I have led
have won Best of CES and Time Magazines Top 10 Gadgets of the Year Awards. This year I was invited to be
a member of the Product Leadership Team for the company. Im interested in a leadership position that goes
beyond incremental progress and can take a company to the next level. Consistently ranked as a top performer,
fast learner, and identified as a high-potential employee with a track record of innovation and execution.
Areas of expertise:
Product Management & Strategy
Product Operations & Execution
E-Commerce & Direct-to-Consumer Sales
Software Product Management

Strategic Account Management

Customer Negotiation
Applications & Services Development
Cross-functional Team Leadership

MOTOROLA MOBILITY (a Google company)
Group Product Manager, Emerging Business, Chicago, IL (2012 Present)
Designed, developed, and launched worlds first smartphone customization platform, established ecommerce channel and integrated the offering into traditional retail channel driving a 30% increase in
Delivered program on unprecedented timeline - 10 months from conception to launch in a startup
environment with a co-located team, which was otherwise estimated to be a 24-month project.
Led cross-functional team comprised of development, program management, supply chain, finance,
marketing, legal, IT and operations to execute a complex system integration effort with the industrys first
US factory operations.
Drove wholesale shift in Motorolas marketing campaign to promote MotoMaker on Moto X as the
companys differentiator and became the foundation for the entire corporate strategy.
Hosted New York City press interviews with key media outlets. Moto X received exceptional reviews
NBC, CNN, Laptop magazine, CNET and many more. Recognized in 10+ Best of 2013 lists.
Inventor on patent filed with USPTO for unique retail integration solution.
Recognized by CEO for exceptional performance in driving turn around of the company.
Chief of Staff, Supply Chain, Libertyville, IL (2012 - Rotation)
Responsible for global supply planning and escalations to the Chief Procurement Officer.
Exceeded performance metrics for stock in channel, E&O, and ship commit goals.
Led personnel planning, career development, and hiring for over 80 employees across 10 sites.
Sr. Manager, North America Technical Sales & Operations Libertyville, IL (2010 2012)
Led sell-in, negotiation, certification, and life cycle management of high tier product portfolio as customer
interface to AT&T, a strategic and high volume customer for Motorola.
Directed product operations for Motorolas first converged computing device, Webtop on Atrix, that was
ranked in the Top 5 products that contributed to the North America P&L and was recognized with the
Best of CES award in the smartphone category.

Ravi V. Thakkar

Page 2

Executed Atrix 2 smartphone in fastest development cycle time achieved to date. Atrix 2 was recognized
with the "Best of CTIA" award and for its exceptional quality and innovation.
Spearheaded marketing plan and pitch to AT&Ts leadership to successfully secure the national marketing
promotion for the launch of Atrix HD, Motorolas 1st LTE product at AT&T.
Sold-in and launched services including Connected Media, Remote Access, and Cloud Services that drove
the largest service revenue generation of any Android device in AT&Ts portfolio.
Quickly built strong relationships within AT&Ts technical, business, and leadership teams to become the
go to person for driving the ranging of products with senior leaders at AT&Ts headquarters and with
their regional presidents.

MOTOROLA, INC., Libertyville, IL

Product Manager, Software & Cloud Services (2009 2010)
Defined feature set of 8 global products and 2 major platform releases that generated over $1B in sales.
Identified social networking as growth area for Motorola, established strategy, and initiated first contacts
with Facebook leadership prior to the explosion of social networks.
Managed software bill of materials and drove cost down to 25% under budget.
Special recognition by SVP of Product Management for exceptional performance.
Experience Manager, Mobile Devices (2008 2009)
Defined the user experience of location based services and social messaging on Motorolas first products
in this category. Provided direction to partners in Israel, UK, and North America to execute the
Managed product user interface for dozens of applications preloaded on the device and ensured that the
consumer experience was simple, consistent, and fast.
Applications Lead, Engineering (2007 2008)
Directed planning and execution of 50+ mobile applications for mid-tier product line.
Responsible for marketing and sell-in to global customers including Vodafone & Telstra.
Led team of nine individuals to ensure delivery of applications for the product platform.
Managed software bill of materials and $2M Research & Development budget.
International experience with customers and partners in Europe, Asia, and Australia.
Executive MBA, degree expected December 2014
Chair of the Industry Committee
Bachelor of Science in Computer Engineering, 2007
Founder & Chairman of Engineering Initiatives & Engineering Alumni Ambassadors
Product Development & Marketing Intern, Motorola, 2004-2007
Part-time University Ambassador, Motorola, 2005-2007
Knighted by University of Illinois College of Engineering - Highest Student Distinction

Consistently Ranked as Outstanding Contributor (Top 10%) at Motorola

University of Illinois Alumni Board of Directors for Electrical and Computer Engineering Department
Recipient of Bravo Award for Leadership Motorola Mobility
Business Management Certificate University of Illinois 2008
Global experience and can speak Hindi, Gujarati, Kutchi, and basic Spanish


623 Paris St., Menasha, WI 54952
(619) 246-3992
Decorated combat veteran and best-selling author with 12 years of international management experience and a
history of superior results improving organizational processes, growing revenue and EBITDA, accomplishing
strategic objectives with disciplined risk taking, and developing human capital at the entry, mid-senior and
enterprise levels.
Master of Business Administration, degree expected June 2014
B.S. in History with General Engineering concentration, 2002
Ranked #1 of 1,231 freshmen during military indoctrination training
Squad Leader and Platoon Commander leadership positions
Graduated Navy SEAL candidate selection program
2012 - Present
Alumnus of an elite, 5-person Fortune 200 development program with rotational exposure to marketing, sales,
and operations management in order to groom senior leaders for ITWs diversified, international businesses.
Commercial District Sales Manager | ITW Welding Group, Houston, TX (2014 Present)
Manages all branch retail operations and distributor accounts in eastern Texas; drives go-to-market campaigns
via inside sales personnel maximizing sales growth and top-of-mind awareness of entire ITW Welding portfolio.
Product Manager | Miller Electric Mfg. Co., Appleton, WI (2013 2014)
Oversaw customer life-cycle management for a global, multi-channel, multi-product portfolio including the
industry leading Bobcat and Trailblazer welding lines; created B2B and B2C upsell/cross-sell marketing
campaigns directed at fabrication, construction, and oil & gas markets generating $125M in annual revenue.
Reduced portfolio offerings and production costs while driving users to higher margin products
Launched a new industrial market product; reached $1M revenue mark in less than two months
Commonized components across three product lines; simplified production lines saving $22K a year
Led sales team at largest trade show in Kansas; earned second highest revenue in shows 59-year history
Business Development Manager | Miller Electric Mfg. Co., Appleton, WI (2012 2013)
Provided financial, analytical and forecast analysis for evaluating business initiatives and joint ventures while
developing strategic plans and tactical recommendations for senior executives.
Modeled market growth and sales projections justifying ROI for a new product development initiative
Transformed social media use expanding homepage content, loyalty programs & e-commerce traffic
Forecasted construction industry dynamics; grew sales while eliminating $1.2M in marketing costs
Led cross-functional team tasked with researching VOC analytics; prevented $7M in revenue loss

John Van Meter- Page 2

2002 - 2012
Staff Officer | Destroyer Squadron Fourteen, Jacksonville, FL (2010 2012)
Chief Information Officer for the largest destroyer squadron in the U.S. Navy.
Managed complex, international supply chains to deliver just-in-time technical solutions and
components to degraded warships ensuring continuous, world-wide operations
Accomplished the time-critical installation of Host Based Security Systems on 15 state-of-the-art
warships mitigating vulnerability against terrorist cyber-attacks
Identified a Navy-wide system maintenance deficiency and developed a corrective training plan for
technicians saving over $400K in maintenance costs in FY2011
Department Head | USS Taylor (FFG 50), Jacksonville, FL (2009 2010)
Department leader aboard a U.S. warship with 45 direct reports and a $1.5M budget.
Saved $104K through the use of an electronic component refurbishment program focused on extending
the service life of high failure electronic components
Created a classified briefing on innovative, anti-submarine warfare tactics briefed to the highest ranking
officer in the U.S. military and used to increase U.S. threat response capabilities
Finance Consultant | Combined Security Transition Command, Kabul, Afghanistan (2008 2009)
Advisor to the Ministries of Finance and Interior for the budgeting and disbursement of the Law and Order
Trust Fund for Afghanistans $613M endowment.
Prepared budgets, financial edicts and executive directives for signature by President Hamid Karzai
Restructured HR contracts worth $500K while saving $182K in administration costs
Solved a nation-wide distribution challenge implementing the countrys first electronic banking system
Ended three years of negotiation deadlock surrounding the launching of M-Paisa, a joint venture by
Roshan Mobile, Vodafone and First Micro Finance Bank
Operations Officer | U.S. Southern Command, Miami, FL (2006 2008)
Directed operations and conducted strategic planning with Booz Allen Hamilton consultants for the Department
of Defense headquarters in charge of interagency operations in Latin America and the Caribbean.
Augmented multi-cultural staffs as an expert-in-residence to build capacity and capability for Pentagon
level certification exercises and real world crisis response operations
1 of 5 officers chosen to coordinate the 2008 Haiti international disaster relief effort
Implemented a process to disclose sensitive intelligence documents to foreign governments that became
the standard model across the Department of Defense
Team Leader | United States Marine Corps, Ar Ramadi, Iraq (2005 2006)
Led a 4-man special operations unit on over 100 overt and clandestine combat operations in Iraq while
managing limited resources in austere environments with decisive success.
Distinguished graduate of units selection course with 60% attrition
Mentored multi-national military officers while building strategic alliances with indigenous tribal
leaders increasing support for U.S. strategic objectives
Communications Officer | USS Carr (FFG 52), Norfolk, VA (2002 2005)
Senior IT manager with 8 direct reports aboard a U. S. warship deployed overseas.
1 of 2 shipboard personnel with TOP SECRET clearance charged with safeguarding classified
cryptographic materials used to encode/decode naval communications

Visiting Lecturer, Lakeland College, Leadership & Project Management

Co-authored LA Times Bestseller, In the Shadow of Greatness
Junior Achievement Mentor; United Way Emerging Leader

3232 N. Halsted St. Unit #D712
Chicago, IL 60657

Seeking a challenging opportunity within the finance or private equity field that allows me to
utilize my current skills to assist in advancing a business



Warrington College of Business, University of Florida Gainesville, FL

Bachelor of Science in Business Administration, May 2001
Finance and Insurance Major

Kellogg School of Management, Northwestern University Evanston, IL

Executive MBA Program anticipated MBA degree December 2014

McDonalds USA, Chicago Region Warrenville, IL

Regional Controller; June 2012 present

Responsible for all areas of financial management, including strategic planning, measurement,
budgeting, analysis and training
Support Owner Operators in the largest Co-Op within the Chicago Region and Central Division
(MOCNI McDonalds Operators of Chicago & Northwest Indiana), which accounts for nearly
two-thirds of annual Regional sales. Also provide support to the Milwaukee and Rockford Co-ops.
Responsibilities include providing business and financial perspectives to improve Owner
Operators financial position by analyzing, monitoring and reporting overall business results
Participate in the financial planning process with Owner Operators using Profit Generator and the
5-year Reinvestment Tool to provide recommendations to meet cash flow and equity metrics
Apply U.S. financial and development policies to business-related projects, including new,
relocation, rebuild and major remodel projects; consult with Owner Operators on these projects to
assist them in cash flow and financial ratio projections
Monitor Owner Operator Financial Health by evaluating trends and root causes for cash flow
increases/decreases; consult with Owner Operators on recommendations to improve profitability
Perform business reviews by evaluating and analyzing key financial metrics and trends to conclude
whether Operators are financially eligible for growth and rewrite; involves working directly with
an Owner Operators CPA firm and analyzing key financial statements, including the Balance
Sheet, P&L and debt summaries
Prepare monthly and quarterly Sarbanes-Oxley documentation relating to the Balance Sheet,
Accounts Receivable and Property Disposition Reserve (PDR)
Present at Co-Op meetings on topics that include cash flow results, commodity outlooks, Regional
initiatives and Healthcare Reform
Responsible for calculating and communicating pricing information for new product and
promotional food events at special venue locations including airports and tollways
Serve as key conduit of education and communication for Healthcare Reform in the Chicago
Region; responsibilities include monthly communications and conducting Q&A calls with Owner
Operators to field questions and provide insight into the law.

Financial Leadership Development Program (FLDP); August 2012 April 2013

Participated in the inaugural program which focused on McDonalds key leadership competencies
in addition to situational leadership and people development
Completed a business learning project focused on global labor metrics; tasks included meeting
with key business stakeholders, understanding existing metrics and developing new ways to
measure labor effectively. Presented key learnings and recommendations to members of Executive
Partnered with a mentor/coach throughout the program to assist in improving developmental areas

McDonalds Corporation Oak Brook, IL

Investor Relations & Financial Communications Manager; January 2010 June 2012
Worked closely with both Investor Relations and McDonalds Executive Management to prepare
internal and external documents relating to monthly sales and quarterly earnings releases
Responsible for creating Q&A documentation for Executive Management in preparation for
quarterly earnings releases and analyst calls, as well as investor visits and analyst conferences.


Developed speeches for Executive Management in preparation for analyst conferences

Assisted the Chief Financial Officer with the annual dividend analysis by reviewing financial
models, providing an overall recommendation and partnering with the Treasury department and
Corporate Controller Group to develop presentations to the McDonalds Board of Directors
Prepared quarterly competitor updates against key restaurant competitors (i.e. Burger King, YUM
Brands, Starbucks and Wendys) by reviewing their published financials and creating a summary
with distribution to numerous company stakeholders
Managed the creation, design and production of the McDonalds Annual Report
Helped coordinate and plan the McDonalds Biennial Investor Conference by working closely with
key stakeholders (i.e. Executive Management, Menu Management, Creative Services and Wall
Street analysts); tasks included speech writing, financial analysis, presentation development, menu
development and logistics
Oversaw the departments budget coordinator by coaching and providing feedback on deliverables
that were provided to Investor Relations Management
Internal Audit Manager Corporate & North America; January 2007 January 2010
Created and executed the departments annual internal audit plan for the U.S., Canada and
Corporate functions, including coordination of resources from third-party providers
Managed and led a team of six Supervisors by establishing clear project objectives and career
development goals for each individual and ensured results were achieved
Prepared project work plans and audit methodologies that described in detail the nature, timing and
extent of internal audit procedures for all projects
Managed operational and internal control reviews for both domestic and international markets;
also contributed to process improvements of audit methodologies
Developed the McDonalds restaurant audit platform, in conjunction with a third-party service
provider, by creating a risk assessment and continuous control monitoring process that identified
high-risk locations across the U.S. and Canada
Completed several department initiatives, including the development and execution of the annual
risk assessment for determining projects for subsequent periods
Developed annual budget for the Americas function; managed team to adhere to goals
Served as Internal Audit liaison for two McDonalds Business Suite (MBS) Oracle modules that
were implemented in February 2010; work included documenting key risks and controls for each
module and creating deliverables that assisted the MBS lead

Internal Audit Supervisor, January 2005 January 2007

Performed operational and internal control reviews supporting McDonalds U.S., Canadian and
Latin American operations, including corporate departments, regions and suppliers
Managed and led other Internal Audit staff during audit engagements, which included preparing
project assignments and work paper reviews, as well as delivering feedback at project conclusion
Assisted in testing and evaluation of internal controls related to McDonalds accounting and
financial reporting functions in accordance with Sarbanes-Oxley Section 404 for both domestic
and international markets

Protiviti Inc. - Chicago, IL

Senior Consultant; May 2004 January 2005
Assisted clients with Sarbanes-Oxley Section 404 compliance reviews; Responsible for testing
controls within the financial reporting, treasury, payroll, tax, expenditures, inventory, fixed assets,
revenue and segregation of duties cycles

The Home Depot - Atlanta, GA

Senior Auditor; May 2002 - April 2004

Determined risks of core processes within growth, operational, merchandising and finance projects
that supported The Home Depots business strategy using Six Sigma methodologies
Evaluated key business processes and identified business risks, root causes and improvement
opportunities within project engagements
Led teams to create sophisticated data collections plans, and analyzed manipulated data for trends
and exceptions using Six Sigma tools and applications
Evaluated the effectiveness of controls and identified sustainable solutions to correct problems


Av. Dr Chucri Zaitan246
Sao Paulo, 04583 SP, Brasil
Phone: +55 11964086822 Email:
Senior Manager with cross functional experience in Business and P&L Management, Strategic
Business Planning and Operations Management. Extensive International experience having been based in
Latin America, Europe and the US as well as having carried out several assignments covering multiple
geographies (Europe, North / South America, Asia, Oceania, Middle East and Africa).
Results oriented, decisive, and innovative leader who thrives in a dynamic and challenging environment
with the ability to remain pragmatic. Strong leadership skills with proven analytical and problem-solving
proficiency. Excellent communication skills being able to address multiple audiences.
MBA from Kellogg School of Management, Northwestern University, USA.
Sao Paulo, Brazil
Nestl Professional Beverage Manager
Nestl Professional is Nestls globally managed business which focuses on Out of Home consumption
offering its customers specific food and beverage solutions tailored to the needs of the different channels.

Responsible for the Beverage Business Unit of Nestle Professional Brazil (turnover of ~ 80 M
CHF) and for the development of the local business strategy as well as for a team of ~ 150 people
Turned around the Beverage OOH Business which had stagnant results in the previous 3 years,
achieving double digit growth, both in volume and value, being able to implement significant
pricing as well as +300 bps profit improvement.
Ensured roll out of new solutions and products as well as geographic expansion of the business
Developed improved Integrated Commercial Plan including key commercial (marketing, trade
promotions, pricing, channel / customer prioritization, etc.) and operational activities
Managed required CAPEX (~ 5 M CHF) including development and presentation of business
case and financial justification aimed to obtain corporate approval of these funds.


Nestl Professional LATAM, Regional Operations Manager

Ensured product sourcing / availability and cost management by working closely with Nestl in
the Market across the LATAM region. Supported sourcing decisions / analysis for intermarket
supply, make vs. buy, adapted sourcing strategies and managed arbitrage for critical products.
Responsible for the Capital Investment budget and management (~20 M CHF annually)
Led more than 80new product introduction and reformulations focusing on consumer preference
Led several savings projects with positive bottom line impact of more than 100 bps


CO - Operations Strategies, OS Manager & OS Project Leader

Mexico City, Mexico


Vevey, Switzerland

Managed multiple teams / projects aimed to provide direct input to the definition of Global /
Regional and Market Business Strategies, being responsible for the senior stakeholder
management and communication process.


Responsible for management of Operations Strategies assignments in several product categories

related to Business Improvement, Competitive Analysis, Product Portfolio Optimization,
Investment/Sourcing Strategies and Capacity Management across multiple geographies (Europe,
North / South America, Asia, Oceania, Middle East and Africa)
Lecturer on Operations Competitive Analysis and Benchmarking at the Nestl International
Training Center in Rive Reine (Switzerland).

CO - Operations Strategies OS Project Leader



Led teams and strategic international projects based on value creation analysis such as Business
profitability / turn around, Competitive Analysis, Investment Strategies (CHF 30 to 200 M), inhouse sourcing & make vs. buy across several product categories & geographies.

Glendale, CA, USA
FM Implementation Manager
Responsible for the implementation and roll out of Future Manufacturing Initiative (2 years mission)
reporting to Executive Vice President of Operations Nestl USA & Canada

Led a cross functional team (Manufacturing, Engineering, Safety & Environment, HR &
Training, Finance, etc.) to design key principles, set up and implementation of Future
Manufacturing Initiative. Trained locally based successor to ensure continuation of the initiative.
Collaborated with Senior Operations Leadership team to ensure successful launch and roll out.


Vevey, Switzerland
Nestl Productivity Team Project Leader & Team Analyst
2002-2003, 2000-2001
Identified savings of ~100 M CHF (10% of budget in scope) by leading cross functional team
focusing on operational improvement and financial objectives setting for Nestl Waters Globally.
Developed the improved Operations structure of Nestl UK aimed to implement a leaner structure
by working closely with Technical Management and Factory Managers.
Implemented new methodologies and systems aimed to increase productivity, improve quality
and optimized costs at multiple factories resulting in cost improvements of ~40 M CHF
Ludwigshafen, Germany
Research Analyst / Diplomarbeit
Developed models to simulate distillation processes applicable to the Chemical Industry and
conducted laboratory test at in-house facilities to validate these models.
Executive MBA

Miami, FL/Evanston, IL, USA



Medellin, Colombia
Bachelor of Engineering - Chemical Engineering
Spanish (Native), Fluent in English, German, Portuguese, French

Fernando Wey
2535 Churchill Drive, Saint Joseph, MI 49085
Phone: (269) 252-8937 / Email:
Global executive with marketing and business experience developed in multinational companies in the US and
Latin America. Business acumen and strong leadership profile with proven track record of results leading teams of
over 20 people and managing P&L of U$1Bi in revenue. Analytical mindset with great ability to simplify complex
scenarios and define winning strategies. Business enthusiast with passion for challenges and creative solutions.
WHIRLPOOL CORPORATION, United States, Benton Harbor, MI
2012 - Present
Sr. Marketing /Category Merchandising Manager Front Load Laundry
(2 direct reports manager level)
Invited by the North American Marketing VP to move to the companys headquarters with a challenge of defining
the business strategy and marketing actions to turnaround the categorys profitability in the US market. Responsible
for managing a P&L of US$1Bi in revenues and a product line of up to 100 skus.

Developed and implemented the strategy that brought the category to achieve its profitability turnaround and
market leadership in 2013, delivering the best financial results since 2008, growing 9 pts of share YoY.
Led the go to market initiatives with Sales, Operations and Brand to launch a completely new product line
under Whirlpool, Maytag and Amana brands.
Represented the category in tradeshows across the country and negotiated pricing, flooring and merchandising
activities with Big Boxes (Lowes, Sears, Home Depot, Best Buy) and general retail.
Defined the product roadmap to keep the leadership position and profitability for the next 5-7 years


2007 - 2011
Sr. Marketing/Category Manager Cooking Category (2010 2011)
(6 direct reports manager and analyst levels)
Responsible for consolidating Whirlpools position in its biggest market in LATAM, Brazil, and building a strategy
to achieve market share leadership with profitable growth. My core responsibility was to define the short-term
business strategy and lead the marketing, sales and operations teams towards our growth goals.

Developed and implemented the strategy for each one of our Big Boxes and Key accounts, considering the
different competitive scenarios and implementing targeted marketing and commercial actions for growth.
Implemented the most effective motivational campaign in the recent history of the company, engaging the
entire sales, trade and operations teams. It became the reference for motivational actions inside the region.
Launched a 360 marketing campaign with TV and magazine advertisement, PR actions and point of sales
materials. Developed a direct marketing plan creating a new and interactive webpage, using online
advertisement and marketing actions with architects and leading partners such as Unilever.
In 2 years the category moved from the 4th position to the 2nd position in share volume and 1st position in share
value. In 2011 it became the most profitable category in our global operation.

Sr. Strategy and Product Development Manager Cooking, Laundry, Dishwasher LATAM (2009 2010)
(8 direct reports manager and analyst levels)
Due to the results achieved while leading the cooking category in LATAM, I was invited to undertake the
responsibility of two additional areas (Laundry and Dishwashers), with the challenge of redefining the business
strategy, product and innovation road map, leading its execution in the region. These categories were accountable
for 60% of the companys revenue in the region.

Fernando Wey Page 2

Defined and implemented the strategy that doubled the Dishwasher business in 18 months. Under this challenge
we not only redefined the entire product line, but also moved the production to a different facility in order to
get cost benefits that would allow more aggressive pricing without deteriorating our margins.
Renewed the entire Laundry line launching the first combo Washer&Dryer product worldwide for Whirlpool
Sr. Strategy and Product Development Manager Cooking Categories LATAM (2007 2009)
(4 direct reports manager and analyst levels)
Hired with the challenge to lead one of the most important challenges in the history of the company: turn the
cooking business into a profitable one in the Latin America region. Responsible for understanding the consumer
needs and competitive scenario in each country and work with sales, brand, operations, manufacture and the
country leads to define the long-term strategy and the product and innovation roadmaps. Represented the region in
global forums, aligning our strategy, actions and leveraging best practices with N. America, Europe and Asia.

Lead the cooking turnaround that brought the category to positive EOP for the first time in 60 years.
Launched the Built in product line (cooktops, built in ovens and deco hoods) under the Brastemp and Whirlpool
Brands in LATAM. The most innovative and profitable portfolio in the region.
Launched the new Brastemp product line (ranges) for mass market. More than 20 new products that were
accountable for doubling the categorys profitability and sales in the region. Among the new features and
innovations launched was the first range with steam oven in the world.

VIVO (Telecom Carrier - subsidiary of Telefonica from Spain), Brazil, Sao Paulo, SP
2001 - 2007
Marketing Manager, 20 direct reports manager and analyst levels (2005 2007)
Product Manager, 4 direct reports (2004 - 2005)
Marketing Senior Analyst (2001 - 2003)
Responsible for defining the marketing strategy and action plan to increase sales, customer profitability and loyalty.
Accountable for the development of new products and services and for defining the advertisement strategy for
promotional campaigns and marketing actions leveraging the on-line, direct marketing and mass marketing tools.
Created incentive campaigns/contests for the sales teams.

Created the service that allowed customers to earn bonus in minutes according to their incoming calls. Biggest
innovation in the Brazilian market and brought US$50millons NPV in 6 months.
Accountable for the strategy that led to the profitability turnaround for the Pre Paid product line.
Led the negotiation and development of many marketing actions in partnership with companies such as Nike,
Coca-Cola, Cinemark, Bradesco Bank, Ita Bank, Visa, Mastercard and Carrefour.
Developed and launched the Recarga Premiada, a marketing action that increased the prepaid categorys
revenue in 45% and earned the TOP of Marketing award in 2004.
Developed the Carrega Brasil. A promotion in partnership with Nike and CBF (Brazilian Soccer Federation)
that received the TOP de Marketing award in 2003 and achieved 300% ROI (US$26M).
Created the Programa de Pontos, the main platform used by the company to increase customer loyalty.

REDECARD (Credit card industry - Citigroup Subsidiary) Brazil, Sao Paulo, SP

Internal Consultant, Project Lead, Intern

1997 2001

Executive MBA, Kellogg School of Management, Northwestern University, Evanston, IL, expected 2014
MBA, Escola Superior de Propaganda e Marketing, Sao Paulo, SP, Brazil, 2004
BA Business Administration, Mackenzie University, Sao Paulo, SP, Brazil, 2001

Portuguese (Native), English (Fluent), Spanish (Intermediate)

4504 Denver Drive, Plano TX, 75093
Phone: 972 533 3442 | Email:
Global Business Executive with over nine years of international experience in strategy and operations with an acute
focus on creating revenue generating opportunities in APAC, Europe, Africa, and the Americas. Proven track
record of advising C-Level executives from Fortune 100 along with senior government officials around the globe
delivering over $100MM of tangible value on their strategic initiatives. Results-oriented leader with strong
leadership and management skills, leading teams of 20+ headcount with P&L responsibilities of $30MM.
Europe, Africa, Asia-Pacific, North America
Delivered revenue increases and cost savings in excess of $100MM to multiple Fortune 100 clients in the
Communications and High Tech industry
Managed $30MM P&L budget across 6 programs. Met financial and headcount targets.
Led large teams of over 20 direct reports on global transformational programs in strategy, operations, and
technology engagements
Represented Accenture as the North America Volunteer Service Overseas Ambassador; designed and
promoted opportunities for employees to volunteer in developing countries to support governments and
non-profit organizations
Participated in multiple industry speaking engagements about public and private sector partnerships in
developing markets
Kenya, Rwanda, Uganda, Ghana, Haiti
Business Development Advisor
Developed double bottom-line metric strategies and programs for 10+ clients with combined revenue lift of
over $25MM and direct, positive impact on social indicators in education, health and economic
development as measured by the United Nations
Designed, negotiated, and structured proposals and deals of $43MM with C-Level Executives from US
multi-national corporations in emerging markets in conjunction with US and national governments and
international NGOs
Created US market entry strategy for an international non-profit organization and presented findings to
Queen Silvia Renate of Sweden and the Majestys royal trustees, securing $1MM from donors
Developed and implemented best practice convergent partnership strategies and tools for Accenture
Government Relations Senior Consultant
Developed the 2010-2015 National Strategic Framework (NSF) for HIV/AIDS that provided strategic
policy, planning, and implementation guidance along with thought leadership for the President of the
Republic of Namibia and Minister of Health and Social Services, utilizing a US$1BB budget to implement.
NSF was approved by Parliament and the President of Namibia, and then commissioned by the government
in 2010.
Designed innovative public and private partnership models and proposed new tax structures to generate
US$500MM for HIV funding
Lobbied and negotiated with key government stakeholders, including the President, Members of
Parliament, and the Minister of Health and Social Services, to modify existing HIV/AIDS laws and policies



Developed relationships with C-Level executives, government officials, and country directors from multilateral and bi-lateral agencies to facilitate dialogue and partnerships, raising sustainable financial and
human capital support
Created a National Operational Plan and four Regional and Sectoral Operational Plans to facilitate a multisectoral and decentralized planning and implementation of the NSF

Italy, Australia, Malaysia, UK, India, US
Conducted $50MM asset valuation and revenue allocation strategy to monetize 1,000+ nation-wide cell
phone towers
Developed and executed Blue Ocean Strategy and market entry plans for new product launch, generating
annual revenue of $75MM and reducing costs by $660K
Developed Operating Expense (OpEx) cost reduction strategy for CFO, delivering $20MM in savings
Italy, Australia
Business Analyst
Conducted competitive market analysis to identify trends in global communications marketplace
Positioned Accenture assets to enable sales of $700MM in Europe and Asia-Pacific
Drove executive discussions on strategic/operational issues and risks to identify solution
Evanston, IL
Executive Masters of Business Administration
Degree expected June 2014
College Station, TX
Bachelor of Business Administration, Marketing, Magna Cum Laude, GPA: 3.71/4.0
Academy for Future International Leaders at Presidential George Bush Library Class of 2003
Mays Business Fellows Program Group XXI
Pro-Bono Consultancy
Africa, Europe, NA
Advise senior leadership of international social enterprises and non-profit organizations specializing in emerging
and/or developing markets on revenue generation opportunities and capacity building initiatives. Below is client
portfolio list:

Mentor Foundation (Queen of Swedens NGO) Strategic Adviser

World Vision (NGO) SME for Public Private Partnerships
International Olympic Committee (Namibia) Volunteer
Namibian Network of AIDS Service Organizations (NGO) Chairman of Fundraising
Eagle Scout Boy Scouts of America Mentor