Consulting, Research and Business Services

Joseph Elias

Joseph Elias

Current City: The Villages, FL

Retired Vice President of Citibank. Executive level expertise in commercial lending and commercial Real Estate. Author of few Patents. Previous owner of a "The UPS Store" Franchise. Re-engineered and created a number of businesses at Citibank. Provided financial re-engineering and counseling, Developed business plans and provided guidance in operation efficiency for small businesses. Introduced the concept of Product Development Life Cycle (PDLC) replacing SDLC. Re-engineered and defined Human Resources business. Developed Knowledge distribution centers across the company. RE-architect customer interface process for internal clients worldwide. Sigma 6 certified professional. Negotiated major contracts. Restructured commercial lending relationships. A Change Agent.

Resume

Education

<p> BSEE, MSEE computer Science, NYU</p>

Philip Grabfield

Philip Grabfield

Current City: Weston, CT

Philip Grabfield

361 Goodhill Road, Weston, CT  06883

Cell: 203.434.4082: pgrabfield@hotmail.com

LinkedIn: http://www.linkedin.com/in/philipgrabfield

 

Chief Marketing Officer

Business Unit Marketing Leader

Senior Brand Consultant

 

Executive Profile

Marketing executive with classical consumer marketing training that has been successfully applied to various B2C and B2B situations at Fortune 500 companies across industries and geographies to reach financial objectives.  Expert and sought-after conference speaker on leveraging brands across the marketing mix.  Passionate about research-based insights, Marketing & Sales collaboration and people leadership & development.

 

Areas of Expertise

  • Brand creation, strategy and messaging
  • New product development
  • Creative thinking and problem solving
  • Lead-to-revenue management
  • Digital marketing
  • International business leadership

 

Professional Experience

MCAWORKS, Westport, CT                                                                                                               Current

Executive Director
Asked to join a team of senior marketing and strategy professionals dedicated to helping clients identify opportunities that accelerate business growth.  Consulting assignments include value proposition development, branding, new product development and marketing best practices.

  • Developed ingredient brand strategy for hardware manufacturer.
  • Recommended CRM and lead generation strategy to architecture firm.

 

MERCER, New York, NY                                                                                                                   

Global Marketing Leader – Health & Benefits                                                                            2006-2013

Promoted to Global Marketing Leader for $1.4 billion Health & Benefits business of professional services consulting firm, driving revenue up 28% over six years.  Built thought leadership and marketing initiatives from conception to execution – not afraid to get “hands dirty.”

  • Introduced benefits exchange within tight timeframe via digital/social media demand generation campaign and measured results using technology solution, exceeding all business goals.
  • Launched differentiated middle-market go-to-market plans in the US, the UK, Spain and the Netherlands based on customer-focused, strategic and competitive analysis that increased market penetration beyond core Global Fortune 1000 client base.
  • Integrated Mercer and Marsh brands across 35 countries under unified value proposition, generating two-fold increase in revenue from Marsh channel.
  • Led $5 million global advertising and public relations campaign, increasing perception of Mercer as "right firm for my needs" from 77% to 86%.

Chief Marketing Officer – US                                                                                                         2003-2006

Managed staff of 42 in new position as Mercer’s US Chief Marketing Officer.  Upgraded marketing function to better align with and support matrix organization. 

  • Established disciplined process across businesses to create annual marketing objectives, strategies and plans and to track results.
  • Recommended and received leadership approval for transformation of US marketing function, including creation of marketing strategist roles, used as model for Global Marketing reorganization.
  • Oversaw marketing and branding due diligence and execution of outsourcing acquisition that contributed to building business that now makes up 12% of total Mercer revenue.
  • Conceived, created and implemented new CRM-based marketing channel that enabled consultants to personalize intellectual capital and promotional e-mails, increasing click-throughs by 23%.

 

 

Philip Grabfield                                                                                                                    203.434.4082

 

FUTUREBRAND/MARKETING CORPORATION OF AMERICA, New York, NY                                 1997-2002

Principal - Marketing & Brand Consultant

Consulted Fortune 500 companies as part of Interpublic’s brand and marketing consulting firms, advising clients across industries on vision, positioning, branding and marketing strategy development.

  • Generated $2MM of new revenue per year, following disciplined business development process.
  • Conducted segmentation research and data analysis for Capital One, leading to No Hassle credit card product.
  • Achieved approval from two Boards to post-merger vision, naming and brand strategy for Thrivent Financial (Fortune #325), including internal and external launches.
  • Trained Pfizer disease management teams on Direct-to-Consumer marketing best practices to enable them to leap-frog the competition in taking advantage of loosened regulations.
  • Developed market research-based global, regional, local brand positioning for Citi’s Investment Division.

 

BANTAM DOUBLEDAY DELL, New York, NY                                                                                   1995-1997

Marketing Director

Applied disciplined marketing processes to the book publishing business based on track record at Kraft.

  • Directed first-ever research study to measure consumer purchasing habits and guide positioning of different genres.
  • Optimized marketing budget to support more profitable "backlist", increasing overall margin by over 2 points.

 

KRAFT FOODS

Steadily progressed through brand management in top consumer packaged goods company, with experience on consumer-pull and trade-push brands domestically and internationally.

Marketing Director - Kraft Foods, Japan                                                                                      1992-1995

  • Drove revenue up 40% over three years across cheese, processed meat and confectionary categories.
  • Launched Soft Philadelphia to expand brand franchise to new eating occasion for Japanese consumers, working across multiple distribution channels.
  • Developed award-winning advertising, collaborating with three different ad agencies.
  • Demonstrated relationship building and team leadership skills managing all-Japanese staff of 20.

Brand Manager – Polly-O Dairy Products, Mineola, NY                                                               1990-1992

  • Expanded revenue 7% per year following Kraft acquisition.
  • Launched first fat-free natural cheese in the US.
  • Upgraded marketing operation to Kraft standards, managing staff of five.

Associate Brand Manager – Natural Cheese, Glenview, IL                                                       1988-1989

  • Formulated $5MM account-specific marketing plans for Natural Cheese brands to drive 12% increase in incremental revenue in low market-share markets.

Assistant Brand Manager – Philadelphia Cream Cheese, Glenview, IL                                             1987-1988

  • Introduced trial size soft Philadelphia flavors through airlines to generate 12% cost-savings and increased awareness.

 

 

                                                           

Languages

  • Native English speaker
  • Fluent in Spanish and French
  • Proficient in Japanese and Portuguese

 

Resume

Education

<h3>
Education</h3>

<p>
<strong>The Wharton School</strong>, Philadelphia, PA - MBA, Marketing&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</p>

<p>
<strong>Lauder Institute,&nbsp;UPenn</strong>, Philadelphia, PA - MA, International Studies&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</p>

<p>
<strong>Trinity College</strong>, Hartford, CT - BA, Economics and Spanish &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</p>

Karen Smith

Karen Smith

Current City: Atlanta, GA
Chapter: SCORE Atlanta

KAREN SMITH – SR. CONSULTANT

Master Black Belt – Six Sigma

Text Box: —At a Glance—
•	Leadership Development 
•	Professional Trainer 
•	Strategy Consultant
•	Process Efficiency Specialist
•	Organizational Development
•	 Experienced Facilitator
•	Executive Coach

Karen Smith is a Certified Executive Leadership Coach, Certified Six-Sigma Master Black belt project manager and results driven consultant with more than thirteen years of experience in sales, management and training.  Her expertise extends into business development in commercial and federal sectors and various segments of the healthcare industry, such as medical sales – pharmaceuticals, specialized biologics, devices, and managed care reimbursement in US and Puerto Rico.

 

Resume

Education

<p> Ms. Smith is a graduate of the Georgia Tech - Global Business Management-MBA program, &nbsp; University of Cincinnati and Villanova University.&nbsp; In addition to her professional responsibilities she has also worked with and served on several non-profit boards.&nbsp; She was recently named&nbsp; Vice President of Operations for Executive 50, Education Committee member&ndash; Atlanta Business League, and a member of SHRM (Society for Human Resource Managers) both national and local chapters, as well as having served as a board member of The National Sales Network for more than 10 years, and served as a Career Coach and intake counselor.</p>

Rob Duncan

Rob Duncan

Current City: Ponte Vedra, FL

Resume

Al Chiasson

Al Chiasson

Current City: Nashville, TN
Chapter: SCORE Nashville

Experience

1. General Manager - Hexagon Metrology Services June 2004 – February 2014 (9 years 9 months) Studied and analyzed financial and technological opportunities to provide strategic plans to a $3.2B global provider of integrated design, measurement and visualization technologies. Led to the startup of three successful divisions. Included complete Business Plan development and implementation.

2. National Aftermarket Business Manager 2001 – 2004 (3 years) Revised existing go-to-market sales strategy by transitioning several of the ‘commercially savvy’ Application Engineers into Technical Sales Specialists. Direct result of studying the buying habits of the customer base and launching something innovative. As a result of this focus, the sales strategy changed dramatically and realized record revenues.

3. Regional Sales Manager, Aftermarket 1997 – 2000 (3 years) Southeast Region Partnered with Direct Sales Representatives and Certified Distributors to grow market share. Established growth plans for accounts with more potential. Continuously developed resolutions to affect long-term process improvements and successful outcomes. Consistently surpassed sales quotas year over year. Mostly software and retrofit sales (hardware), with impressive EBIT percentages.

4. Key Account Manager, Aftermarket 1996 – 1997 (1 year) Michigan Spearheaded complete line of SPC software products into each stamping plant operation. Delivered a full range of data reporting tools for each of the US small car assembly plants. Grew account by 20%.

5. Application Engineer 1995 – 1996 (1 year) Michigan Provided training and technical support to the company’s full range of software products. Arranged and installed on line software systems to several different OEM machines.

6. Adjunct Instructor - Mathematics 1993 – 1994 (1 year) Pensacola, Florida Area Taught classes in College Algebra and Pre-Calculus.

Resume

Education

<p>
Mathematics, MA</p>

<p>
University of West Florida</p>

Jorge DeLeon

Jorge DeLeon

Current City: Hialeah, FL
Chapter: Miami Dade

Several years as a International Marketing Consultant. Expert in effectiveness analysis and implementation. 

Resume

Education

Master’s Degree in Business Administration 2009

University of Miami, Coral Gables, FL

Made research work on Harley Davidson IT strategy, Carnival Cruise lines expansion policy, Coca Cola Global Marketing, and Pollo Campero expansion in China among other academic work.

 

Bachelor of Arts Degree in Management and Sports Administration 2007

Saint Thomas University, Miami, Florida

Bill Lyon

Bill Lyon

Current City: Woodbury, MN
Chapter: St Paul SCORE

Sales/Marketing exec as background whose focus, since management position #2 at P&G, has been restarts and start-ups throughout the career. This includes being in the "executive suite" of leadership for 30+ years (including being President). The most recent two years (ending the close of Q1 of 2014) has been consulting projects, essentially limiting myself to two weeks per month. Both projects (successful) were in the aging-in-place/healthcare technology/systems segments and considered "next generation" solutions. I still take periodic consulting phone discussions (usually conference calls) with major worldwide investment banking and analytics projects companies like McKinsey and Goldman Sachs (and their competitors).

Bill Lyon: Business Development M’Health/PERS/M’PERS

billlyon45@gmail.com

Summary

Restarts and start-ups . . . from the first sales position with P&G, to market repositioning with underperforming brands, including the entrepreneurial start-up of Patient Care Products, from "scratch," at P&G: strategic and tactical skills applied to each successive company. Visonic 3X core business results (reversed business decline); created 2 segment businesses with family branding (PERS & access dealer program); stabilized, then doubled systems business (commercial enterprise-level for hospitals & museums & prisons & campus' type integrator businesses); rebuilt sales team---always profitable.

Specialties

Business creation and development

Experience

Group Lyon Consulting:

September ’12 - current

M’Health & PERS (“classic” PERS and M’PERS), “Next Generation” systems development to create market leadership in the quickly evolving aging-in-place business segment; turning business intersections into sales channel freeways.

 

Business & Product Development Director at LifeStation, Inc.:

July 2011 – September 2012 (1 year, 3 months)

M'Health expansion: from the successful consumer direct program to partners in allied business segments and adjacent sales channels. This includes products & services additions that are "best in class," sourced worldwide, to enable market leadership with and for partners: recruiting first dedicated outside sales team with a focus on existing aging-in-place sales channels; senior living to hospital based programs business creation, a priority focus on new partners, that are market leaders, in allied channels.

President Americas '01-'10: Corporate VP, Business Development ’10-’11: Visonic

July 2001 - July 2011 (10 years)

Restart challenge that more than tripled results in the combined businesses.

VP Business Development (Worldwide) Healthcare Segment (PERS) at Visonic

July 2010 - June 2011 (1 year)

Sales channel development and new business creation for M'Health; with PERS as the at-home systems entry point, for consumer solutions that evolved as lifestyle changes required (personal safety; environmental safety; residential security).

President at Visonic Americas

July 2001 - July 2010 (9 years)

2001 to current: home security systems; home control systems; PERS systems; Americas subsidiary of Tel Aviv based company

VP Sales & Marketing at Laerdal Medical

January 1998 - July 2001 (3 years 7 months)

Emergency medicine devices and training modules: CPR Annie the first product; ER to Ambulance the target market, including AEDs; more than doubled sales results

 

 

Group VP -- Founder at Purisys

July 1993 - December 1996 (3 years 6 months)

In-home carcinogens retail products start-up that focused first on home improvement stores (Home Depot) and transitioned to mass merchandiser/drug stores as key retail for the target family consumers.

VP Sales - Marketing at Philips Lifeline

January 1986 - July 1993 (7 years 7 months)

PERS when the business segment was being created; tripled business; before Philips acquired Lifeline; achieved 70% market share in “classic PERS” sales channels

District Sales Manager Patient Care Products at P&G

July 1972 - January 1986 (13 years 7 months)

Toilet Goods (H&BA) sales to Cincinnati brand management to regional recruiter to Patient Care Products with New England region (each year, national leadership results)

 

Education

San Jose State University

Grad Work, European Intellectual History, 1967 – 1972

(US Army 1969 & 1970)

University of California, Santa Barbara

BA, History, 1963 – 1967

 

Honors and Awards

Michigan Exec Program 1991; Harvard Law Program on Negotiation;

AMA Executive Leadership Seminar; Speaker at CES Silvers Summit ‘12

Resume

Education

<p>
See resume uploaded as a PDF &amp; in background summary above</p>

David Bricker

photo of Dave Bricker

David Bricker

Current City: Miami, FL
Chapter: Miami Dade

Dave Bricker is an award-winning designer and writer. He taught graphic and interactive design at a university level for almost 15 years. He writes a popular blog about writing, publishing, and book design, and created the PubML web-based eBook format.

Resume

Education

<p>
MFA, Graphic Design from Miami International University of Art &amp; Design</p>

Art Ferber

Art Ferber

Current City: Carlsbad, CA

Art’s business career focused on engineering, safety, risk management, and training in petrochemical products operations for Exxon, Allied Chemical, and Union Texas (became ARCO, then BP) in New Jersey and Houston.  His areas of operational experience ranged from project management, strategic and business planning, petrochemical manufacturing, transportation, and storage. Art was the national chairman of the American Petroleum Institute’s Training and Development Committee, earning their highest recognition award for service to the petroleum industry. After an early retirement from industry, he reinvented himself as a creator of unique three-dimensional wall sculptures, a small business he operates out of his home (www.artferber.com). His photographs have won several awards and he enjoys teaching Photoshop to individuals.

He served on the board of the San Diego Chapter of the American Society of Interior Designers. He is a Dale Carnegie Instructor and has been teaching their Leadership Training for Managers seminar for over 25 years. Art has concluded that the core of good leadership and management hasn’t changed over the years.  He believes that coaching and mentoring is the art of assisting self-discovery.

Resume

Education

B.S.M.E., Mechanical Engineering, Pratt Institute, Brooklyn N.Y.

M.S., Engineering Management, N.J. Institute of Technology, Newark, N.J.

Joseph Morris

Joseph Morris

Current City: Getzville, NY

Recently retired after serving nearly forty years in the space and defense industries as a senior program manager in engineering development (obtaining six patents along the way) and in production programs. I resurrected my consulting company, Rocket Science Technologies (http://www.rocketscitech.com), to offer project management and proposal/grant writing consulting and training in Buffalo.

 

Resume

Education

<p>
&nbsp;</p>

<p>
BE Mechanical Engineering New York University</p>

<p>
BS Physics, New York University</p>

<p>
MBA Courses (includes Finance, International Marketing, Accounting, etc.), National University</p>

<p>
Training/Certifications<br />
&bull; Project Management Professional (PMP), PMI &bull; Green Belt Certification, (6SigmaUSA)<br />
&bull; EVMS, (Humphrey Associates) &bull; Mastering Risk Management, (Prodevia) &bull; Mastering Project Requirements (Prodevia) &bull; (Mastering Project Schedules &amp; Deadlines (Prodevia</p>

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