Wants - What Would You Like from Fellow CREOPoint Members
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Profession (or Area of Study)
Brokerage, Consulting, Information Services/Publishing, Owner, Property/Facility Management
Best Phone Number Including Country Code (if You Wish to Be Contacted by Other Members) and Twitter Account if Any?
510 594 2400 x 234
Please Insert Your Resume/Credentials/Projects as You See Fit. Also add University and Associations If You'd Like to Reconnect with Friends
Extensive experience as a C-level executive, as an operations director, as a business development manager, and as a management consultant in the US and Europe, in financial services, real estate, telecommunications, technology and publishing companies.
Managed international division, introduced e-commerce; negotiated business alliances with major vendors; made presentations to VC investors and partners; reorganized large departments; established disaster recovery and business resumption plans for major call centers operations; created sales channel strategies: made presentations to the Board.
Provided strategic management, project management, and product management services to the information technology, financial services and telecommunications industries; directed and managed world wide vendor alliance and technology assets; centralized world wide purchases of technology assets to control cost.
WORK HISTORY
Real Estate Broker, Business and Investment Consultant, Oakland, CA 2003 - 2009
Consulted on information technology, real estate investments, and business strategies.
• Developed business plans and investment plans for individuals and small companies to allow them to reach their specific sales numbers or investment goals through business and financial portfolio analysis and forecasting.
• Software and web application strategy adviser to real estate brokers and Board of Realtors.
• Managed the real estate sales process; counseled buyers and sellers away from making costly investment mistakes; helped them through complicated transactions or exchange processes.
• Created, managed, and presented monthly investment seminars for consumers and companies; informed buyers and sellers on investment strategies and funding requirements.
OMICRON FINANCIAL, Oakland, CA 2000 - 2002
Start-up company in the financial services industry.
Business Development Director and Chief Information Officer
• Engaged in the development of web-based, wealth management applications for financial advisors, broker dealers, banks, high-end advisory companies, and individual advisors.
• Researched and selected five strategic business applications for integration into our application platform; saved at least $250,000 in software development costs.
• Negotiated business alliances with several application vendors; saved a minimum of $100,000 in integration and sales costs during our start-up period.
• Collaborated in development of a channel strategy; initiated the sales process with the most influential financial advisors
• Contacted and visited investors and strategic business partners to obtain second round financing and to provide demonstrations of our application.
• Assisted the CEO in creating the business model; made presentations of the business model to VC investors and potential partners.
CEDCO PUBLISHING , San Rafael, CA 1998 - 2000
A $60 million, fast growing privately owned publishing company.
Chairman of the Executive Committee and Chief Information Officer
• Introduced e-commerce strategy to this brick and mortar company specializing in designing, printing, and distributing calendars, coffee table books, and CD's; saved the company from having expensive sales people take small orders, and eliminated costly order entry errors.
• Re-organized the Information Technology department; improved knowledge base and efficiency of IT department while reducing number of staff by 20%.
• Created and implemented disaster recovery and business resumption plans; assured business continuation and operations; introduced business critical services to prevent loss of income.
• Introduced product costing and profitability ratios, which allowed management to make business decisions by product; saved the company $3 million by eliminating about 30% of the product line and stopping the non-profitable licenses.
• Made re-organizational and business presentations to the Board of Directors.
• Conducted contract negotiations with artists and companies leading to multi-year profitable licensing agreements; negotiated new telecommunications services with Sprint and AT&T; saved company a minimum of $3500 per month on telecommunications usage costs only.
• Re-designed, re-developed, and ported a retail sales application; saved company from entering data twice, reducing entry errors by 70%; eliminated outdated technology.
V.P.INTERNATIONAL, Oakland, CA 1994 - 1998
Management Consultant and Partner (1997 - 1998)
• Provided strategic IT management, project management, and product management services to the information technology, telecommunications, and financial services industries, including companies like Pacific Bell and Cedco Publishing.
• Saved over $250,000 in consulting services on an ERP installation gone bad; saved company from inability to create invoices and receivables.
• Created a new mission and strategic direction for a small software development company resulting in a successful multi-million dollar sale of the company to Documentum.
• Created and began implementation of a strategic plan to merge 3 large call centers; plans covered technology, personnel, disaster recovery, and business resumption.
• Managed the introduction of PCS cell phone services at a large telecom company.
Partner and Owner .
EDUCATION
MBA in International Business, Thunderbird University, Phoenix, AZ 1988
Major in finance and treasury management
BS in Information Services, European University, Antwerp, Belgium 1987
California licensed Broker; GLG Council member; Certified Commercial Investment Manager (candidate), CCRM (CA apartment management).
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