Counselors to America's Small Business
Seasoned expertise in Organization Development, Financial Management and appropriate use of Technology. 48 years of experience in the US and Europe in management, engineering, organization development, teaching, training, and computer systems / network implementation, installation, customization, applications and use.. MCSE, MCT, MA, MS, BSEE. Also taught secondary, undergraduate and graduate levels. Current Level II teaching license, previous department chair & director level positions. Implemented campus wide computer networks and customized software solutions. Experience in the electronics industry, schools, medical hardware, electronic health records, military contract and computer manufacturing. Past steering committee member of the Greater Boston Organization Development Network and co-founder of the Vermont OD Professional Group.
Currently President and Lead Consultant at DWP Information Architects, an IT consultancy and services provider. Also an the board of IAMCP (International Association of Microsoft Channel Partners) and have been tasked by the Western Region Microsoft Community Connections Manager to act as his liaison to SCORE Ventura County.
Business Administration (Marketing) at San Jose State University
EXECUTIVE - LARGE, COMPLEX BUSINESS SOLUTIONS
Envision, Define, Justify, Lead, Architect, Organize, Develop, Implement, Deliver Results
Innovative, results-oriented leader, selected several times to start up, transform, turnaround and lead large, complex enterprise-level efforts.
Seasoned executive at Vice President, Senior Vice President, Executive Vice President and CEO and COO levels(14 years) and professional consultant (34 years) in all areas of business (Manufacturing, Distribution, and Retailing) associated with consumer package goods. Serviced over 200 clients on 3 continents with Business Policy, Strategy, Marketing and Sales, Operations, Finance and Accounting, Distribution and Logistics, Store Operations, Technology (fluent in RFID and bar coding) and Change Implementation and Management. Clients include: small startups to largest trading company in the world. Frequent speaker at industry events, author of several articles, trusted interview and comment source for a number of industry periodicals and contributing author of the Supply Chain Handbook. Known in industry circles for thought leadership and implementation of significant business improvements. Father of Demand Chain concept and account principal on landmark study of all machine readable technologies for the UCC and Volunteer Inter-industry Communication Standards. Started own consulting business and operated on two continents for over 15 years.
BBA - Management, minor in Industrial Engineering, University of North Florida 1975. Completed 2/3 of Masters Program before family and work pressures required interruption. Numerous classes from International Institute of Engineers, American Management Association, Council of Logistics Management. Many seminars, trade conventions and discussions with key industry professionals from all facets of consumer products industry.</p>
Proven leader and planner with over 20 years of experience impacting corporate efficiency, productivity, and profitability through expert IT analysis, manage contract and vendor relationship, implement processes and procedures ensuring compliance with laws, regulations, and management policies. Proven to reduce operational expenditures through careful selection of competing technical solutions, expert planning and design, people and resource management, and implementation of enterprise-class application and infrastructure projects on time and within/under budget
<strong>Executive Master of Business Administration in Finance & Management </strong></p>
<strong>Master of Science in Electrical Engineering, Minor in Computer Science </strong></p>
<strong>Completed course work for CFP (Certified Financial Planning) to become a Financial Advisor</strong></p>
OHSU | Oregon Health & Science University (www.ohsu.edu)
June 2014 – Present
• Oversee receiving, validation and payment approval for telecom vendor invoices
• Allocate telecom charges to organizations throughout the hospital and university using a combination of three accounting/reporting systems
• Develop new software tools to standardize invoice processing, and improve accuracy and efficiency of bill tracking
• Forecast and establish new telecom budgets as existing purchase orders expire, and submit requisitions to open new purchase orders
• Generate ad hoc reports using Excel, Oracle Applications, and BI Query
• Investigate and reconstruct payment histories to identify and promptly remit delinquent payments
• Ensure that billing contract terms are being correctly followed by vendors
• Oversee the resolution of customer inquiries and billing corrections
Senior Engineer, Associate
HDR Engineering, Inc. (www.hdrinc.com)
September 2007 – September 2013
Global employee-owned firm providing architecture, engineering, consulting, construction and related services.
SFA Design Group, LLC (www.sfadg.com)
September 2006 – September 2007
Private architectural engineering firm specializing in building design for architects, owners, and developers.
W&H Pacific, Inc. (www.whpacific.com)
September 2004 – September 2006
Private civil engineering firm providing professional services in land development, transportation, and surveying projects.
Biggs Cardosa Associates (www.biggscardosa.com)
June 1998 – September 2004
Private structural engineering firm specializing in design of bridges, infrastructure, and industrial structures.
MBA, Finance Concentration, Portland State University
B.S., Civil Engineering, San Jose State University
Chief Operating officer 2012 – Present
Chief Financial officer 2011 - 2012
Mang Insurance Agency, LLC – Norwich, NY
High growth insurance agency with active acquisition strategy. Manage commercial and benefits service operations, finance and human resources. Led reorganization of operating departments, improved service and was quickly moved to COO position. Evaluate acquisition candidates and manage due diligence.
Richard P. Campagna CPA - Dunmore, PA 2009 - 2011
Accounting, Financial and Tax services for individuals and small business. Operational and financial consulting and assisting insurance enterprises in raising capital.
Vice President, Finance & Chief Financial Officer
VPA, Inc. – Calabasas, California 2004 – 2006
Third party claims administrator of self-funded disability insurance programs for major employers including claims adjudication and plan administration and reporting. Managed finance, human resources and contract administration.
Executive Vice President, Corporate Development, Product & Finance
Countrywide Insurance Services - Simi Valley, California 2001 - 2003
MGA marketing insurance and warranty products to customers of Countrywide Financial. Revenue $65M. Managed Underwriting, Finance, IT and Independent Agency Distribution comprised of over 100 staff.
Founder, President & CEO
Pacific Select Property Insurance Company - Walnut Creek, California 1997 - 2000
Insurance company specializing in residential/commercial catastrophe exposed property insurance. Managed all operations and led development of management team, business process outsourcing, product development, sales & marketing, operations, and leading edge risk management process.
USF&G Corporation - Baltimore, Maryland 1988 - 1997
President - F&G Specialty Insurance Services 1995 - 1997
Vice President – Treasurer 1993 - 1995
Vice President – Controller 1991 - 1993
Asst. Vice President – Controller, F&G Life 1988 - 1991
Major publicly held international company offering property & casualty, reinsurance, life insurance and financial services. Revenue $5 Billion - 12,000 employees. Managed all financial areas including accounting, capital markets, investor relations and operational support areas. Developed new startup operation writing in earthquake and hurricane exposed areas. Managed all operations including marketing, underwriting, operations, risk management and finance.
Ernst & Young - Baltimore, Maryland 1981 - 1987
A “Big 4” public accounting firm with offices throughout the world. Senior audit manager leading services to clients mainly in insurance ranging in size from $50 million to $5 billion in revenue. Managed engagement staffing, reviewed staff work and communicated audit results to management and audit committees. Interfaced regularly with CFO, controller, actuaries and boards of directors.
Chief Financial Officer
The Forma Group, Inc. – Danville, CA 2006 - 2008
Founder and officer of company bringing new technology to the wood frame construction industry.
Chief Operating Officer/Chief Financial Officer
Design2build, Inc. - Walnut Creek, California 2000 - 2001
Start-up technology and engineering services company providing collaborative software.
B.S. Accounting, University of Scranton</p>
Over twenty years of experience in: strategic planning and problem solving in diverse settings to achieve difficult objectives on time and on budget; cultivating cross functional relationships from staff to executive and from vendor to client; energizing, corroborating, driving, focusing, executing. Results orientated with strong team skills, I particularly enjoy working with people to identify and overcome challenges to achieve success Skills • Detail and Results Oriented • Communication and conflict resolution • Process Improvement & best practices • Project life cycle management • PMP & ITIL Foundation certified • Customer relations & satisfaction • Cross functional team building
EDUCATION University of Alabama, Huntsville, Alabama Bachelor of Science in Electrical Engineering</p>
PMP Certified, ITIL 2011 Foundation Certified, CISSP (ISC)2 Certification in progress, CCSP 2012 Citrix Certified Sales Professional, Compellent Top Gun, Cloud Solution, Dell certified systems expert, Security Associate in RSA Authentication</p>
FINRA Series 7 & 66, Life, Health, Property & Casualty, Certified Financial Manager</p>
PMI.ORfG: Alaska Chapter of Association of Internet Technology Professionals (AITP); Institute of Electrical & Electronics Engineers Alaska Chapter, Secretary 04 and Treasurer 08-09; BPW Acting President '05</p>
Provide mentoring services to businesses around the globe.
Just released; "Business Coach Revelations: Tips That Many Coaches and Business Gurus Don't Tell You" Order a free copy at my website: https://www.rwme.com
Sell and coach on marketing for Small Business owners and Entrepreneurs.
Provide access and virtual coaching for new business owners via an e_learning web site.
Working with The John Maxwell Team in providing services based on proven methodologies and materials. Affiliated with Everything DiSC assessments and 4G Relationship Analysis tools.
Strategic partner to customer, managing client relationships on large accounts. Set vision and direction for expansion and account profitability utilizing entire suite of company solutions. Promotes customer intimacy by building a culture open to change, innovation, and growth within CSC. Combines and leverages best practices, industry trends, and experience to achieve the best client and company solutions. Develops strategy for deeper penetration of existing account or accounts. Utilizes and leverages best practices developed during customer engagements on subsequent engagements, leveraging success for winning new customers in a respective industry. Participates in the development and execution of long term integrated client account plans and opportunities; directs resulting business development efforts.
Managed an oustourcing contract with multiple locations in US and and India.
Managed outourcing contract with multiple locations in US and and India.
Internal office management for company.
Managed multiple client assignments
Managed multiple clients
Provided hosting services and training web site for IT auditors.
Managed system design, coding and installation of POS systems using a 3rd party software package.
Managed buyers in the areas of Office Supplies, Health and Beauty, Household Chemicals and Paper. Included P&L responsibility, inventory management and purchase approval.
University of Minnesota-Duluth</h4>
Certified Coach, Teacher and Speaker, John Maxwell Team</h4>