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Work Background
Loyalty LaneVP/Business Development
Jan. 2013 - Dec. 2015Atlanta, GAResponsible for developing the business plan/pro forma and raising funds to finance an acquisition; developed new marketing materials including new sales presentations; wrote 2 successful applications for provisional patents; and, manage the day-to-day interface with strategic partners.
HiYield Fuel Oil RecoveryDirector/Managing Member/CEO
Jan. 2012Atlanta, GAHiYield acquired exclusive worldwide rights to patented clean tech process to convert waste oil to base oil in 2018. The efficacy of the technology was proven over a 4-year period of research & development using a 3 barrel per day pilot system. As Director/Managing Member/CEO for this start-up energy company, it is my responsibility to research (Technology, Competition, Market Conditions) and write the Business Plan including 5-year forward looking Pro Forma (P&L, Balance Sheet, Cash Flow, Revenue Projections, Manpower/Operating Costs/Payroll); lead the engineering team thru the process engineering phase; negotiate feedstock, operating and off-take agreements; and, secure financing for the initial system. I am currently leading efforts to raise $35 million to fund the initial system.
Marketing Services InternationalManaging Member/CEO/CFO
Jan. 2012Atlanta, GAWith partner, Wayne Aaron, the world renowned golf antiquities authority and owner of one of the world's largest privately held golf antiquities collections, represent a number of private collectors providing expert appraisal and discrete marketing services.
Rattray+MagnessPartner/CFO
Jan. 2004 - Dec. 2009Atlanta, GAWith partner Ian Rattray,, launch retail agency in 2004. Directly responsible for financial management and client services - working directly with senior management in client organizations. Responsible for strategy, project impact, profitability, relationship building and account development during all phases of design projects from market research/needs analysis through fulfillment. ● Accomplished the market research and developed the strategy for the Planet mega stores for TeknoSA, Istanbul, Turkey. Working with design partner Ian Rattray and the in-house construction management team, designed, developed and managed the construction and fit-out of a 2500 square meter prototype store. Developed highly flexible merchandising systems to facilitate the effective “hands-on” presentation of wide varieties of products within 6 major categories of merchandise. Led the graphics team through the design, development and implementation of a new graphics system for this concept. Authored a Brand Standards Guide Book to ensure accurate application per design intent. Led the facility design team through the evaluation, value engineering and refinement of the concept. Led the cross functional team that developed the Planet Operating Manual. ● Accomplished the market research and developed the strategy for Cep cellular telephone stores for TeknoSA, Istanbul, Turkey. Working with design partner Ian Rattray and the in-house construction management team, designed, developed and built a number of mall and street concept stores. Developed highly flexible merchandising systems to facilitate the rapid roll out of 200 stores in 18 months. Led the graphics team through design, development and implementation of a new graphics system for this concept. Authored a Brand Standards Guide Book to ensure accurate application per design intent. Led the facility design team through the evaluation, value engineering and refinement of the concept.
Merchandising Systems InternationalPresident/CEO
Jan. 2000 - Dec. 2012Atlanta, GAExecutive Vice President/Chief Operating Officer (1998 – 2002) – Team Leader working with design and production people in Mexico (MZM) and key executives in North American client organizations. President/Chief Executive Officer (2002 – present) – Purchased the Company and moved production to China when MZM sold its Mexico production facility to Leggett & Platt. Developed design and production capabilities and continued to work with key executives in North American clients organizations. ● Designed, engineered, prototyped, tested, produced and implemented new automatic front facing pouch merchandising systems for Lipton Foods division of Unilever, Englewood Cliff, NJ and Unilever Canada, Toronto, Ontario, Canada. ● Designed, engineered, prototyped, tested, produced and implemented new gravity feed merchandising systems for the Grain Snacks division of General Mills, Minneapolis, MN. ● Designed, engineered, prototyped, tested, produced and implemented new automatic front facing pouch merchandising systems for Foodservice Division of Idahoan Foods, Lewisville, ID. ● Engineered, prototyped, tested, produced and installed new teller line, check writing, and services merchandising systems as well as back office systems for Redstone Federal Credit Union, Huntsville, AL. ● Value engineered, produced and installed new merchandising systems for Z-Market concepts for HMS Host, Bethesda, MD. Produced and installed both fixtures and graphics for travel plaza and airport terminal concepts. (A.R.E. Outstanding Merit Award, 2009 – Convenience Store Category.)
Chute | Gerdeman Retail Services GroupPresident/COO
Jan. 1998 - Dec. 2000Atlanta, GATeam Leader working with key executives in client organizations including CompUSA, Edwin Watts, MarineMax, Hancock Fabrics, and Carter Lumber. Performed consumer research, determined and implemented solutions and developed objectives accordingly. Evaluated operating procedures and devised ways to improve efficiency. Accountable for delivering market research, needs analysis, strategy, project impact, profitability, relationship building and account development during all phases of design projects.
Miller/ZellSenior VP/Marketing & Research
Jan. 1991 - Dec. 1998Atlanta, GAI feel this was the most vitally important work I have done in my career; Team Leader working with key executives in client organizations including Ford, Ford Canada, Lincoln/Mercury, Chevrolet, Pontiac, Oldsmobile, BMW, Lexus, Nissan, Infiniti, Mobil, Goodyear, Brunswick, H&R Block. Responsible for project impact, profitability, relationship building and account development during all phases of development from research/needs analysis through fulfillment work on new-build, renewal, and point-of-purchase projects. ● Principal in Charge of the Ford Facility Upgrade Program where led a team of 40 architects, engineers and project managers and rolled out the program into 2,300 dealerships in 16 countries at an average investment of $2.3 million per facility. ● Principal in Charge of the Mobile “On the Run” implementation team that fitted out 60 convenience stores in the first 24 months of the program. ● Member of Management Team responsible for the development of the strategic plan, annual marketing plan, and the annual sales and marketing budget for the company and built and managed relationships with key strategic partners McKinsey, Steelcase, Knoll and Herman Miller. ● With Design Principal, authored the “Ford Dealership Facility Planning Guide” – 1,700 page document created the framework for organizational change. Developed the “Ford Facility Planning” website.
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