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QUALIFICATIONS PROFILE
Self-motivated, dynamic management professional with diverse credentials, extens
ive experience, and skills in supporting business owners identifying, planning a
nd implementing optimal business exit strategy. Acquire personal understanding o
f business ownership challenges and can identify with and empathize with the bus
iness owner. Demonstrate knowledge of the market place, experience in selling va
rious types of businesses, and verified flexibility in the successful transition
of ownership. Possess proven ability to work collaboratively and independently
with focus on the commitment to achieve corporate goals. Recognized for aptitude
to translate vision into action that drive productivity, operating efficiency,
sustainable cost reductions, and net earnings while continuously supporting crit
ical business operations within a highly competitive industry. Excellent communi
cator with the ability to interface with management, clients, and people of dive
rse socio-cultural backgrounds. Creative out-of-the-box thinker who approaches o
rganizational development challenges with innovative vision, high ethical standa
rds, and an unsurpassed strong work ethic. Coordinate effectively with cross-fun
ctional teams for the attainment of company goals.
Core Strength
- P&L / Budget Accountability
- Contract Negotiations
- Market Penetration Strategies
- Corporate / Business Development
- Exit Strategy Planning
- Competitive Product Positioning
-Strategic Initiatives / Tactical Execution
- Mergers & Acquisitions
- Team Leadership & Collaboration
Professional Experience
Earlier Career
CFP, Broker / Owner, Financial Matters Inc., RIA ~ Fort Collins, CO 1993-199
6
Licensed Sales Associate, Waddell and Reed ~ Fort Collins, CO 1991-1993
Accounting Supervisor, Lowry Federal Credit Union ~ Aurora, CO 1989-1991
Professional Affiliations
Alliance of Mergers and Acquisition Advisors (AM&AA) –
Certification Committee (CBEC) - Pinnacle Equity Solutions
Pinnacle Equity Solutions Tampa Bay Area Chapter – Co-Chair
Financial Planning Association (FPA)
Activities
Expert Witness for Civil Trials and the US Bankruptcy Court
Entrepreneurial Academy Instructor
Entrepreneurial Academy for the Hernando County Chamber of Commerce
Junior Achievement
Financial Planning Programs Instructor
College of Financial Planning ~ Denver, CO
Fort Collins High School ~ Fort Collins, CO
Colorado State University Cooperative Extension
Developed 4H Camp for Teen Financial Preparedness
Former Secretary, Florida Business Broker’s Association
Former President, Business Networking International (BNI)