Expert
in business planning, with concentrated shills in marketing, management and
investment finance
Retired General
Securities Registered Principal following successful 20-year career with
NASD brokerage firms.
Consistently ranked in the top ten sales producers of three
national brokerage firms with respect to securities and insurance while
simultaneously holding positions of Regional vice president with multi-state
authority or Branch Manager.
Extensive current knowledge of domestic and
international investment vehicles,
practices and analysis methods.
Investment
management experience at institutional level with working familiarity of
applicable regulatory compliance procedures.
Highly developed skills in recruitment, training, motivation and supervision of
large financial services products marketing and sales forces.
Numerous public
speaking and seminar presentations including 320 comprehensive financial
planning lectures.
Prepared
over 2,250 financial plans, including over 450 business plans for both
publicly held and private companies.
Participated in over 50 formal business valuations.
Managed investment portfolios worth $650 million.
June 1999 – Present:
Executive
Vice President for Marketing and Director, Business Equity Appraisal
Reports, Inc., San Carlos, CA.
Business Equity Appraisal Reports is a
national provider of business valuation and related services.
Primary responsibilities include day-to-day
marketing activities, developing marketing and business plans for planned
major expansion in both product lines and marketing channels, and development
of a planned successor corporation.
August 1995 – Present:
Founder
and Chief Executive Officer, PowerPlann TM,
Inc., Seattle, Washington.
This is a for-profit corporation providing
high level consultation services
to the energy sector and, specifically, to
electric power utilities.
PowerPlann has
recently completed a contract with one of the largest
utilities in the United
States to develop software products which
manage the generation and distribution of hydroelectric power for one of the
largest river systems on the continent.
The company is also consulting in the design
of power generation and
water management infrastructure for a $2.0 billion
project in Northern California. Nondisclosure
agreements preclude detailed discussion of these activities.
Graduate Coursework:
Medical, Mathematical, and Financial areas,
1975-1978, various colleges, including San
Jose State University
in California. GPA 4.0
Professional Certification in
Psychiatry:
1974-1976, West
Valley College,
Saratoga, CA.
GPA 4.0, a state academic record
Bachelor of Arts Degree:
1969 - 1973, University
of California at Berkeley,
Psychology, minors in Math and Neurophsychology
Regents' Scholar.
Varsity A-Team in Karate; ranked 3rd at the
University.
High School:
Irvington
High School, Fremont,
CA.
GPA 4.0:
Valedictorian in class of 430;
Senior Class President.
California
State math and Physics Champion
for high school level (age 16).
Varsity track and cross-country; record holder
for 440-yard dash for nineteen years.
Top
Legal advice must be tailored to the specific facts of each case. The information in this site is not a
substitute for the advice of legal counsel.
Use of this site does not create, and is not intended to create, an
attorney-client relationship between Business Law Consultants and the user.
|
