Counselors to America's Small Business
Retired, Currently own and operate a Bed and Breakfast and Chocolate Shop
Slippery Rock State College
The Pennsylvania State University
The New School, NY, NY
CFRE Designation by NSFRE
Food and Beverage Director for hotel operations for 8 years
Regional Manager for restaurant company encompassed 8 restaurants for 8 years
District Manager for Aramark in Contract Services for 7 years
Vice President for Contract Services company for 10 years
Consultant for food service operation-- contract services and restaurants
2 year Culinary degree</p>
BSBA degree in Hotel/Restaurant Management from the Univ of Denver</p>
Completed Executive Leadership study @ Penn State with Aramark</p>
I have extensive experience in all aspects of finance and banking relationships, as well as in business acquisitions and sales, and in crafting business plans. I am also very knowledgeable in accounting. I was a chief financial officer of a public company for 11 years, an investment banker for 15 years, and also practiced commercial law for 5 years. I have been an investor in small businesses and am familiar with the issues frequently arising in creating businesses and managing growth. I have also advised non-profit entities and businesses seeking to provide services to non-profits.
I was an associate attorney with Kelley Drye & Warren, a New York City based law firm, from 1977 to 1982, including one year in Tokyo, Japan. I was involved in the general commercial practice, including banking, finance, real estate finance, corporate acquisitions and advising non-profit entities.
I was an Investment banker with Lepercq, de Neuflize & Co., an international money management and investment banking firm, from 1982 to 1995. During this time, I concentrated in real estate finance, including hospitality and senior housing assets, as well as private equity investments and corporate acquisitions.
I was the Chief Financial Officer and a member of Board of Directors of Six Flags, Inc. and predecessor entities, from 1995 to 2006. I was a key participant in the growth of the company from a private enterprise with three assets to a publicly owned company with assets throughout United States and Europe. I was responsible for all financial activities, including bank and other financings and relationships, budgeting, planning, and accounting, as well as other matters such as insurance and human resources.
I have been a private investor since 2006, investing in small to medium sized businesses seeking growth capital.
I have also served as director of two other public companies and two private enterprises, and as advisor to several start-up companies.
Undergraduate: Lehigh University, Bethlehem, Pennsylvania. Bachelor of Arts. Graduated in 1974 with highest honors. Member of Phi Beta Kappa
Graduate: Harvard Law School, Cambridge, Massachusetts. Juris Doctor. Graduated in 1977 with honors.
Worked primarily in the Accounting and Finance arena with a large multi-national manufacturing corporation. Areas of responsibility include Billing and Invoicing, Accounts Payable, Payroll, Inventory Control, Production Planning and Scheduling and Financial forecasting. Prepared Annual Business Plans, Long Range Plans and Monthly forecasts and, subsequently developed change analyses comparing these forecasts to actual results. Involved in International Trade Commission submissions from a financial perspective on various anti-dumping and countervailing duty issues. After retiring I took several positions in the Hospitality Industry, primarily focused on Customer Service.
<p> Accounting degree from Robert Morris University Business degree from The Pennsylvania State University</p>
I attended undergraduate school on an NROTC scholarship and entered the Navy immediately after college. I was in the nuclear submarine program from 1963 until 1970 serving on the USS Triton (SSN-586).I also taught nuclear power technology and inertial navigation. Upon leaving active duty, I started working for Westinghouse Electric Corporation in the nuclear power business unit. Over 25 years i progressed through a series of professional and managerial positions. Highlights include managing the multimillion dollar nuclear training division and creating a joint venture for nuclear power plant instrumentation in Ukraine which still operates today.
Upon leaving Westinghouse in 1994, I started a business and personnel management consulting business which I ran for seven years. After retirement from consulting, my wife and I purchased a tourism lodging business in Alaska which we still operate today.
Volunteer activities include President of the Alaska B&B Association, member of the Alaska Tourism Association Board of Directors, parish lay leader.
<p> Bachelor of Mechanical Engineering, Marquette University, Milwaukee, WI 1963</p> <p> Master of Business, George Washington University, Washington, DC 1970</p>
• Moffatt & Moffatt, PLLC – Boone, North Carolina – September 2010 to Present-Attorney-Member • Kathryn S. Drake, Attorney at Law – Wake Forest, North Carolina – January 2009 through April 2010-Law Clerk • Michael K. Perry, Attorney at Law – Wake Forest, North Carolina – January 2010 through April 2010-Law Clerk • Malcolm E. Harris, Attorney at Law – Wake Forest, North Carolina – May 2009 through April 2010-Law Clerk
• Juris Doctorate – Elon University School of Law – May 2010 • Bachelors of Science – Major in Political Science – North Carolina State University – December 2006</p>
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>
42 years of sales experience in the business to business sector. Served the paper distribution industry and the food industry. Assignments included entry level sales experience, senior account management experience, National Sales Management, and Senior Executive Management experience at the officer level. Global experience included Asia/Pacific experience as well as Europe.
Most of my time in business was spent helping others achieve their goals and being successful in their business life.
<p> Robert Morris College, Pittsburgh, PA - 1968 - 1972 - BS Marketing</p> <p> Kellogg School of Business, Northwestern University - 1992 - Advanced Executive Program</p>