Counselors to America's Small Business
Prior to taking early retirement, I was the Mars Information Services Senior IT Director in the Americas Region for the Wrigley Chewing Gum and Confections business, the world’s largest manufacturer of chewing gum and a leading global confectioner with annual sales of over $7 billion. I lead a team responsible for the planning, development and delivery of information technology services to North, Central and South America, and directed the business partnership relationships necessary to build enhanced business processes, applications and related organizational capabilities to Wrigley’s corporate and regional business functions. I was also a member of Wrigley’s North American Business Leadership Team. Prior to this role, I was responsible for the IT Strategy, Finance, Portfolio Management and Governance function for Wrigley, and also previously directed a program rollout team responsible for the successful global implementation of a single instance ERP (SAP) initiative across 80+ countries and 19 manufacturing sites. I have also worked extensively in International markets and has lived and worked in both the UK and Germany prior to relocating to the US in 2003. In total I have over 35 years of business experience covering Information Technology, Sales & Supply Operations, retail and merchandising. In addition I have run my own Real Estate Investment (REI) business over the past 6 years, covering both self-managed and agency-managed property in multiple locations in the US and UK.
Economics Graduate of the University of Liverpool, Diploma from Chartered Institute of Marketing in the UK.
729 Hill Country Trail, Wimberley, TX 78676− (512) 738-5426 – firstname.lastname@example.org
Executive Vice President
CDS Market Research, Houston, TX
June 2006 –December 2012
Directed all activities of professional staff engaged in community development and real estate research
Completed research projects as project manager
Managed budgets and provided quality assurance on all research reports
Executive Vice President
Greater Houston Partnership, Houston, TX
June 1986 – April 2006
Responsible for directing the organization's common functions (Research, Communications, Finance and Administration) as well as acting on behalf of the President in his absence.
Assisted in the growth of the organization from $6.8 million in annual revenue to $8.5 million by developing effective membership policies and non-dues sources of revenue
Managed the budgeting and spending of the organization achieving operating surpluses in 18 of 20 years
Supported a Board of 136 Houston CEOs in developing overall planning, timely agendas, and committee assignments which helped ensure achievement of the organization’s function and mission. Deeply involved in the annual plan and budget, the nomination process, overseeing the annual audit and investments, and other special projects as identified by the Board
Executive Vice President
Texas Management Company, Houston, TX
October 1984 – May 1986
Responsible for the management and coordination of engineering, planning and architectural consultants; coordination with all government agencies; communication with resident-controlled municipal utility districts; and development of marketing plans and materials for this major real estate management and development firm.
Directed the successful development of the 2,600-acre master-planned community of Williamsburg; a 330-acre mixed-use development.
West Houston Association, Houston, TX
January 1981 – October 1984
Responsible for the administrative operations and technical/policy direction of the Association's community activities which included projects in transportation, environmental, land planning, and urban services with local and state agencies
Expanded the association from 65 to 100 members with budget growth of 33%.
Completed a master plan for the area including transportation facilities, park space and other public infrastructure requirements
Director of Research
Rice Center, Houston, TX
June 1977 – January 1981
Responsible for the direction of a multi-disciplinary staff of professionals engaged in economic, social, demographic, corporate relocation and environmental analysis.
Served as project director for 23 successful research projects for clients, which included government agencies, chambers of commerce and public companies such as Conoco and Exxon
Master of Science, Civil Engineering, Georgia Institute of Technology, 1974
Master of City Planning, Georgia Institute of Technology, 1974
Bachelor of Science, Mechanical Engineering, Lamar University. 1969
Currently: Member of the Planning and Zoning Commission, Wimberley, TX
Formerly: Adjunct Faculty, University of Houston, Bauer College of Business.
Formerly: Adjunct Faculty, Rice University, School of Architecture
Bachelor of Science - Mechanical Engineering - Lamar University 1969</li>
Master of Science - Civil Engineering - Georgia Tech 1973</li>
Master of City Planning - Georgia Tech 1973</li>
Expert in helping NEW entrepreneurs streamline their startup process while minimizing RISK and maximizing SUCCESS. LEAN STARTUP Specialist. I help you determine if your concept SHOULD go forward based on facts, not assumptions...saving you valuable Energy, Time and hard earned Money.
Expert assisting EXISTING business owners grow revenues & cash-flow, improve operational efficiency, strategic acquisitions, and exit strategy.
I've owned over 6 businesses and would be privileged to share proven processes with you! I've been in your shoes and understand your excitement and desire to make sure you are taking the right steps.
Butler University Bulldog fan by chance? I previously served as a professor in the Entrepreneur & Innovation department and currently work as a Business Coach in same. I started my first business in 1996. While it wasn't started the right way, I sure learned alot!...ALOT about what I should've done and wouldn't do again! Since that first experience, I've been blessed to own businesses with retail sales volume in excess of $30,000,000 involving Retail, Service, Wholesale, Importing, International Business, Ecommerce, Distribution, Sales, Marketing, Operations, Staffing, Financial, Product Development, Sales Reps, Tradeshows, Exit Strategy, Selling/Buying Business and EVERYTHING involved in small business.
I look at my job as a coach and mentor...guiding you along using best-practices in order to help you achieve your GOALS & DREAMS while avoiding expensive mistakes!
Business Coach/Adjunct Professor, Real Business Experience Program
2013-Present, Butler University, Indianapolis, IN
The Real Business Experience is an innovative program at Butler where students form teams, create a business idea, apply for funding (to a group of real business executives) - and if they receive funding, start and run their real business.
Teach (September –December 2013), led, coach and engage 25 students per semester in learning how to create a small business model and actually turn that model into a for profit business.
2011-Present, Business Brokers & Consultants of Indianapolis, Noblesville, IN
Business Brokers actively seeks to acquire engagements with business owners looking to sell their business, and entrepreneurs wishing to purchase a business.
Provide expert guidance on valuation, marketing a business, along with all the elements of good management.
In demand to provide small business consulting on strategies such as growth, vision, scaling, marketing, partner issues, online marketing and exit strategies.
Board of Directors
2010-Present, Starfish Missions, Louisville, KY
Starfish Missions is a faith-based, nonprofit organization that partners with Christian churches in the Dominican Republic, providing underprivileged children with educational opportunities and school supplies.
Provide guidance to the CEO regarding strategy, growth, cash management, logistics, volunteers and interns.
Founder & Senior Mentor Volunteer
2011-2015, Business Mentor Program of Central Indiana, Noblesville, IN
Not-For-Profit program that connects first-time Indianapolis area entrepreneurs with volunteer business mentors that provide expertise and guidance using lean start-up best practices.
Consult with business owners on strategies necessary in order for their business to become profitable, as well as craft strategies to ramp up and significantly grow the business while remaining profitable.
Founder & Senior Turnaround Specialist Volunteer
2012-2015, Help For My Business Program, Noblesville, IN
Not-For-Profit program that provides business turnaround best practices to struggling small business owners.
Provide consulting to turn around high potential or once profitable businesses including root cause analysis of problems, and strategies to renovate finance, sales & marketing, operations, processes, supply chain, market penetration, advertising, staffing, and budgeting.
Owner, General Manager
2001-2012, Harvest Scents & Traders, Indianapolis, IN
HST was acquired by Wholesale Home Décor in 2012 and imports quality and innovative home décor and giftware products to retailers, wholesalers and craft partners.
Built this business from the ground up to a $5 million business with gross margins of 65%+.
Managed all aspects of the business including sales & marketing, advertising, website/SEO, and product development.
Traveled and sourced large volumes of goods from Asia, and utilizing Chinese agents and interpreters, negotiated pricing and logistics; traveled extensively to trade shows in the United States to develop customer relationships.
Owner, General Manager
1996-2001, The Golden Quill, Carmel, IN
The Golden Quill started as a home décor retailer and was the forerunner of Harvest Scents & Traders.
Founded this firm growing revenue to over $400,000; discovered a lack of wholesalers to serve the many retailers and wound down this business to concentrate on founding a wholesale business.
Owner, General Manager
1996-2001, NuTan Indianapolis, IN
NuTan was a retail tanning salon & gift shop.
Bought, operated and sold this business after doubling sales to $125,000.
Stockbroker, Investment Consultant, Sales Manager & Trust Portfolio Manager
1992-1996, Smith Barney, Banc One Securities, Huntington Investment Co & First National Bank
The original Smith Barney, a well known securities firm, is now part of Morgan Stanley Wealth Management.
Acquired and managed assets of high net worth clients, corporations and municipalities in excess of $40 million.
Sold by cold calling, direct sales, referrals and seminars while consistently reaching client objectives for wealth investment growth & income.
MBA, Business Administration, Western Governors University
BA, Business Administration, Hanover College
B.A. Franklin & Marshall College
I have been fortunate to have a bunch of professions and along the way have started, developed, operated and sold three business. I have a background in franchise operations, employee development, finance, manufacturing, sales and any other aspect of owning a small business that you can imagine. To see one of the businesses look up Croze.com.
University degrees in Humanities and education. I have also accumulated a bunch of hours in Nutrition, History, winery technology and operations as well as business.</p>