Versatile business leader bringing 30 + years of experience as accomplished President / COO. Strategic problem-solver, change manager and visionary executive with success implementing plans to meet current and future needs. Key expertise in Finance.
Overview
46
46
years of professional experience
Work History
President & Chief Operating Officer
Xponance Inc.
02.2010 - Current
Responsible for the firm's business operations
Vice Chairman of the Board of Directors and a member of the firm's investment governance committee.
Enhanced company performance by implementing strategic plans and overseeing daily operations.
Streamlined organizational processes by evaluating current systems and implementing improvements.
Managing Director for Business Development
Pacific American Securities, Inc.
01.2005 - 02.2010
Supervised creation of exciting merchandise displays to catch attention of store customers.
Optimized resource allocation for improved efficiency and profitability across all departments.
Tracked trends and suggested enhancements to both challenge and refine company's product offerings.
Implemented business strategies, increasing revenue, and effectively targeting new markets.
Vice President of Sales
Greentree Brokerage Services
03.2000 - 01.2005
Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
Spearheaded organizational restructuring initiatives, streamlining operations and reducing overhead costs.
Directed marketing strategies to increase brand awareness, generate leads, and grow market share within highly competitive industries.
Vice President
Pryor, McClendon, Counts & Co
09.1995 - 03.2000
Responsible for developing the firm's investment banking and brokerage business.
Established performance goals for department and provided methods for reaching milestones.
Enabled revenue generation by pursuing partnerships, sourcing funding, and capitalizing on market opportunities.
Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
Ohio's Deputy State Auditor
Ohio Auditor Of State
03.1987 - 09.1995
Responsible for auditing the books and records of all local and state governmental instrumentalities of the state
Member of various retirement systems and commissions.
Member of various financing agencies
Chief Counsel
Ohio Department of Rehabilitation and Correction
09.1985 - 03.1987
Responsible for providing legal advice and counsel to the Director of ODRC.
Responsible for working with the Ohio Attorney Generals Office on legal cases involving the department
Responsible for the approval of the contracts relating to the building of 13 new correctional facilities
Responsible for determining the final appeals of the department rules infraction board
Assistant General Counsel
Ohio Auditor Of State
09.1978 - 09.1985
Responsible for providing legal advice and counsel to the Ohio Auditor of State.
Drafted motions, petitions and waivers.
Developed strategies and arguments for hearings, trials and appeals.
Researched and wrote contracts, agreements and proposals.
Education
J.D. - Law
Case Western Reserve University
Cleveland, OH
08.1978
Bachelor of Arts - Economics
Miami University of Ohio
Oxford, OH
06.1975
Skills
Operations Management
Staff Management
Community Outreach
Media Relations
Policy Development
Revenue Growth
Past Vice Chairman
Detroit Fire and Police Retirement Board Investment Committee
Affiliations
Philadelphia Water, Sewer & Storm Water Rate Board
United Supreme Council A.A. S.R., Bezalel Consistory #15
Infectious Disease Physician at Abington Jefferson Hospital – Associates in Infectious DiseasesInfectious Disease Physician at Abington Jefferson Hospital – Associates in Infectious Diseases
Senior Vice President/Chief Operating Officer & Provost and Chief Nurse Administrator at American University of Health SciencesSenior Vice President/Chief Operating Officer & Provost and Chief Nurse Administrator at American University of Health Sciences