Mount Pleasant, SC
Counselors to America's Small Business
Over 40 years practitioner experience in marketing, communications, and management working in/with 100s profit and non-profit organizations from start ups to ongoing concerns, small to large (but mostly small). Last 15 years as a college professor in marketing and management at the undergrad and graduate levels.
<p> Doctorate in Business Administration (University of Sarasota, FL), MBA in marketing (Babson College, MA), BA in English (Stonehill College, North Easton, MA).</p>
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.
Owned and operated a retail business which provided woodworking tools, supplies, exotic lumber, classes, and advice. The business employed 11 full- and part-time employees and grossed over $1.7M annually. Hands-on management of sales, marketing, inventory control operations. Applied a number of data-base technology solutions for more efficient operation of the business.
Held hardware and software engineering positions extending through senior level management. Specific technology areas included CAD hardware, RISC workstations, disk and tape controller and driver software, hardware quality assurance/control, software quality assurance. The latter specializing in process control, methods, and metrics.
Baccalaureate of Electrical Engineering
Decisive leader with a solid background encompassing complex managed services development and project management in a cross-functional environment.
Expert in development of global PMO to deliver program/project manage capability & capacity on-demand.
Expert in developing complex outsourcing services from conception through launch.
Passionate about developing organizational capabilities (processes, tools, people) to drive superior financial results.
<span>MBA - The University of Iowa, Iowa City, IA - 1992</span><br />
<span>Certified PMP (Project Management Professional), Project Management Institute - 2003 - 2016</span></p>
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
* Start up and Development
* Financial Statement Analysis
*Business Strategy and Decision Making
* Cash Flow and Work Flow
I was an accountant for fifteen years. Most of that time was in public accounting where I saw the inner workings of a great many businesses, large and small. This gave me a broad understanding of business practices and the financial decisions people make, both good and disastrous. All the while I was an accountant, I knew I wanted to have my own business and I gathered information that was useful to me. When I had the chance, I started my own business. First I had a book selling business and then a publishing business. What worked for me was becoming an antique map dealer. The first five years I worked out of my home and invested in maps. Then I opened a shop, I offered framing services and I produced reproductions which I sold in my shop at retail and I also wholesaled them. So I have experience with starting a company, publicity, retail buying and selling. I also self-published a book of reference for dealers in antique paper and maps. After eighteen profitable years I sold my antique map business and retired.
BA from Montclair State University. 1976
Teaching certificate in business subjects Caldwell College. 1977