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Work Background
Gig Worker SolutionsReferral Partner
Sep. 2024Boynton Beach, Florida, United StatesI aim to make aware as many 1099 earners of a little-known and little-utilized government program left over from the Coronavirus Relief Act named the Self Employed Tax Credit. If you qualify, it could mean up to $32,220 in a tax refund on the taxes you paid in 2021.
Veritas Advisory, LLCManaging Partner
Nov. 2019South FloridaThe following is a sampling of my various projects:
I developed the store design concept and rebranding for the Liberty brand of Cannabis MSO Holistic Industries, situated in the United States. I played a significant part in providing operational support and strategic retail guidance. I designed marketing and branding initiatives for organizations like the NHLPA, Oxford Health, and CIBC. I oversaw acquisitions in the retail and service industries, including Laura Secord and One Yoga. I created and implemented direct-to-consumer marketing and merchandising plans for significant powerhouse manufacturers. For independent wealth advisory businesses, I implemented analytical frameworks.
My most significant achievements in this role are:
• Boosted growth, organized programs effectively, and changed the business by providing advisory services to organizations
• As Chief Revenue Officer and Chief Operating Officer at Joiya, a CBD brand for women and their families I developed wholesale partnerships and DTC strategies
• Improved key item performance by 50% and decreased turnover by 33% of a European lifestyle retail brand
• Developed 25-item customized apparel assortment during pandemic for WFHLIFE.com online brand
Circa of America, LLC.Board Member, CEO
May. 2017 - Nov. 2019San Francisco Bay AreaKey responsibilities in this job role were:
I led a private label manufacturer and importer of fashion belts and accessories. I transformed the company into a business focused on product expansion, worldwide sourcing, and internal brand development.
The contributions in this role were:
• Decreased operating expenses by $2M+ through reorganization, including development of a new senior leadership team
• Streamlined product development process to reduce time-to-market by 30% and inventory on hand by 50%
• Reduced Chinese import penetration from 80% to 35% in six months through supply chain initiatives
Telemus - Financial Life ManagementChief Operating Officer
Jan. 2014 - Jan. 2016Southfield, MichiganHere were my responsibilities in this job role:
To achieve greater national objectives, I implemented a significant rebranding, updated IT systems, and improved operational and financial processes. I changed the company's traditional practices to more business-oriented policies, which led to the recruitment of functional experts for a new, talented leadership team. I managed operations while putting rules into place to support the culture and mission of the organization.
The main achievements included:
• Served as "Integrator" (EOS) for $2.0B AUM investment advisory and wealth management firm helping ultra-high net worth families • Generated $500K in additional annual revenue by rebranding and streamlining the pricing model to a broader audience
• Reduced operating cost ratio by five percentage points through implementation of new technology and systems
The Beacon GroupPresident and Managing Partner
Nov. 2012 - Feb. 2014Toronto, Canada AreaI am an outcome-oriented expert and designed and executed projects as:
I developed company values, culture evaluations, and training for leadership teams and national organizations. I provided small, mid-sized, and large administrations with advisory services and products like evaluating organizational health and employee engagement. I reviewed retail operations and provided major US retailers with strategic plans. For auto parts dealers, I created an organizational structure and a strategic expansion plan.
Here were my selected key achievements:
• Drove change and transformation development by designing organizational improvement plans across various industries and sizes of organizations
• Created brand vision, mission, and objectives for global logistics group and delivered seminars on-site across North America
Mexx Canada CompanyChief Executive Officer
Jul. 2011 - Dec. 2012Montreal, Canada AreaAs Chief Executive Officer my responsibilities were: Through my extraordinary leadership and management abilities, I transformed the retail and wholesale businesses. I prepared the organization and brand for sale to private equity suitors. I overhauled the leadership team by attracting and hiring top talent and shifting roles for some team members to better play to their individual strengths. I oversaw the transaction completion and due diligence for the private equity purchaser.
Key accomplishments:
• Played a crucial role in the acquisition of the $200M retailer while introducing Mexx’s first e-commerce site
• Cut $3M in expenses and repositioned the brand for a more streamlined customer brand experience
• Improved turns by 50% through revision of merchandising, planning, inventory and design strategies
The York SchoolBoard Member
Jan. 2010 - Jan. 2014Toronto
Clothing for Modern Times, Inc.President
Feb. 2007 - Aug. 2008Toronto, Canada and Hartford, ConnecticutOversee fast growing vertical retail organization with Urban Behavior stores in Canada and United States and Costa Blanca stores in Canada:
- Streamlined organization and hired new leadership to fuel growth'
- Rationalize US operations and re-merchandised to capture additional market share
- Implemented store level KPI's to track improvements - improved conversion rate by 2 points in 6 months
IndigoEVP
Sep. 2004 - Jan. 2007Toronto, Canada Area- Worked with existing leadership team to develop a more sophisticated retail approach
- Re-organized to streamline and effect change quicker
- Drove re-merchandising of stores to increase space for non-book product
- Added discipline to merchandising of stores via standard retail practices
- Implemented KPI's and payroll discipline - increased conversion by 2% and reduced payroll percentage by 2%
- Created a new strategic plan for small format stores
- Drove rationalization of real estate portfolio
Ryerson UniversityBoard of Advisors
Jan. 1999 - Jan. 2007
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