Sales Management

Professional Profile

Finance Executive with over 15 years of progressively responsible

experience. Expertise in corporate restructuring, growth and finance in

highly competitive markets. Successful in overcoming market,

technological, financial and competitive challenges to drive profitability,

growth and performance improvements through:

- Strategic Planning & Leadership - Finance, Budgeting &

Cost Management

- Marketing, Sales & New Business - Cash Flow Forecast &

Management

- New Product & New Service Launch - Technology Optimization

- Training, Development & Team Building - Investor & Board Relations

Professional Experience

Luco Equity Partners, LLC - Oak Brook, IL

2009 - Present

Founding member of a private equity firm investing in small middle market

companies also providing advisory services in corporate renewal and

turnaround to the middle market.

Managing Director

- Provided buy-side financial advisory services for the acquisition of a

$12 million consumer services company, including due diligence,

financial and cash flow modeling, and asset purchase and loan

documentation.

- Performed business viability analysis to companies in financial distress

and advised on going forward or liquidation strategy. Analysis included

revenue & expense forecasts, 13 week cash flows, and operational

assessment.

- Reduced monthly reporting processing time by 18 man hours, delivered

reports in half the time and significantly improved reporting accuracy

by centralizing and consolidating GL closing procedures.

- Implemented strategies to reverse losses and improve client performance.

As a consultant to a company losing $260,000 per month on monthly sales

of $2.4 million was able to reversed the losses and established a 10%

operating margin within six months. Reduced unprofitable part numbers,

customers and overall transactions 70%.

Magna Principals, LLC - Oak Brook, IL

2004 - 2009

Principal

Recruited as a turnaround consultant for middle market companies serving

various industries. Directed financial and operational analysis and

managed client engagements. Success in returning companies to

profitability through the development and implementation of strategic

business initiatives, building business partner relationships and

performing financial assessments.

- Implemented cost controls, reporting requirements and training to

control escalating expense run rates. Within two months, reduced

expenses by 10%, generating a cost savings of $3 million annually for a

consumer products company.

- Turned around 2.5 years of unprofitable results by implementing expense

controls and a contract approval and negotiation process. Reduced

monthly operating expenses by $200,000 within 30 days, achieved

immediate profitability for a $35 million business services company.

- Established employee training and support programs to turn around low

morale, reduce excessive overtime and improve financial management.

Executed mentoring and relationship building programs, implemented

standards and values and supported training programs. Reduced

overtime by 75% and slashed turnover by more than half.

- Held roles as Chief Financial Officer and Senior Management Executive

for companies with assets in excess of $50 million.

- Performed acquisition and divestiture analysis for companies and

properties with values of $25 million to over $100 million.

Professional Experience Continued

Bank One - Chicago, IL

2000 - 2004

Recruited as an Underwriter in the Large Corporate Automotive Group

responsible for risk assessment and penetration of financial services to a

portfolio of automotive companies. Transitioned to a Sales Executive role

in Corporate Trust where responsibilities included selling the

institution's trust services to large corporate clients.

Vice President - Corporate Trust (2001 - 2004)

- Sales Executive for Corporate Trust Services in support of the large

corporate bank, middle market customers, specialized industries, and non-

bank clients.

- Outstanding success in building and maintaining relationships with key

corporate decision-makers, establishing large volume, high profit

accounts and excellent levels of retention and loyalty.

- Established alliance with twelve new corporations generating in excess

of $1,500,000 in revenue; $325,000 of which was annual recurring

revenue.

Vice President - Corporate Bank (2000 - 2001)

- Underwriter in the Large Corporate Automotive Group responsible for

overall risk management for a portfolio of 24 relationships with an

aggregate credit exposure in excess of $3.0 Billion.

- Worked in a team environment supporting the customer in its financial

requirements to include capital structure consultation, loan products

and syndications, cash management, public debt placement, acquisitions,

divestitures, foreign exchange and other banking products.

- Managed Bank's financial risk through the utilization of financial

models that include historical and pro forma analysis to determine

company valuations, appropriate capital structure, and financial

strengths and weaknesses.

The Bosc Group of Companies - Bloomfield Hills, MI

1998 - 2000

A Private Equity firm specializing in start-up companies that included Inca

Computer Company and CarChoice.

Assistant Controller

Recruited to provide diverse finance and accounting functions for an

entrepreneurial organization undergoing tremendous growth. Position

subsequently changed to manage the sale of one business and liquidation of

another.

- Team leader responsible for the preparation and issuance of annual and

interim financial reporting for a start up company with annual revenues

in excess of $75 million.

- Presented financial projections to prospective investors and assisted in

raising more than $25 million of investment capital.

- Assisted in the development of the general ledger and point of sale

system requirements using realistic business scenarios. Team member of

the Oracle Financials package implementation.

Arthur Andersen - Detroit, MI

1996 - 1998

Staff - Financial Advisory & Services Group

Performed financial analysis and cash flow management for companies in

various industries and informed senior managers and partners of performance

and findings.

Education

The University of Notre Dame - Notre Dame, IN

Master of Business Administration - 2000

The University of Michigan - Ann Arbor, MI

Bachelor of General Studies - 1996

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