Customer Service Executive

THOMAS E. KATANA

**** ***** ******* *********, *********, MD 21215

(M) 443-***-**** (FAX) 443-***-**** *******@*******.***

U. S. CITIZEN HIGHEST FEDERAL RANK: U.S. NAVY CAPTAIN

Veteran s Status: Retired U.S. Navy SEAL with 60% Service-related Disability

Performance Improvement

PROFESSIONAL PROFILE

Expert

U.S. Navy SEAL Captain, lawyer and founder of a consulting practice that

Dynamic Leader

designs, develops and delivers innovative performance improvement

Team Builder

solutions for companies worldwide. Highly experienced strategic thinker

Global Experience

and communications expert with career specialization in

Technology Savvy

executive development, strategy execution and leading change.

Public and Private Sector

Proven history of success in developing, implementing and evaluating

comprehensive organization plans and operations for diverse audiences

and clients worldwide. Record of superior executive leadership in educating, training and leading

individuals in the private and public sectors. Demonstrated experience in designing and executing

innovative business approaches, leveraging technology, managing resources, developing talent,

mentoring executives, building teams, providing superior customer service and securing stakeholder

investment for large academic, military and corporate organizations. History of proven success in the

U.S. Navy, business and in academia. Proven commitment to high personal and professional

standards. Awards: Meritorious Service Medal (3 x awards), Navy Commendation Medal (3 x awards),

Navy Achievement Medal (3 x awards) and Eagle Scout with Silver Palm.

PROFESSIONAL EXPERIENCE

PRESIDENT & FOUNDER 03/94 PRESENT

KATANA Inc. Baltimore, MD.

CREATED, COORDINATED AND LED AN EXECUTIVE DEVELOPMENT PROGRAM FOR A 32,000

EMPLOYEE MULTI-NATIONAL FINANCIAL SERVICES COMPANY. Achieved $60 million per class in

combined revenue increases/cost reductions by aligning learning and development with the company s

strategic objectives. Bridged cultures, improved relations and increased operations among the

company s six major country units. Developed the faculty, curriculum and approach into a world caliber

corporate university.

DESIGNED, ORGANIZED AND LED AN EXECUTIVE LEADERSHIP ACADEMY FOR A 10,000

EMPLOYEE USA INSURANCE COMPANY. Collaborated across 15-different business lines to

develop the program. Increased retention of top talent by over 35%. Generated new products,

services and ideas for the company. Created a culture of shared values, mission and purpose across

the organization.

DEVELOPED A COMMUNICATIONS SOLUTION for a global company. Designed the solution as a

means for the company to develop and convey its strategic direction while improving individual

communication skills. Saved the company over $1 million by training its employees to lead, manage

and facilitate the process.

RECRUITED AND MENTORED A VIRTUAL TEAM OF OVER 200 INTERNATIONAL EXPERTS,

PROFESSORS AND SCHOLARS. Designed, developed and delivered solutions for clients in areas

ranging from strategic planning to brand management. Achieved 100% customer and shareholder

satisfaction.

THOMAS E. KATANA

TEAMED WITH TOP UNIVERSITIES AND EXPERTS WORLDWIDE to produce innovative action-

learning approaches and devise results-based leadership development solutions that:

CREATED A DISTRIBUTION CHANNEL in India that successfully established 45 branch

offices in 17 cities in less than four months.

LED TO A JOINT-VENTURE PARTNERSHIP in China between one of the world's leading life

insurance companies and China's largest energy company. Formed within 24-months of

government approval, it targeted a market of 450 million potential customers.

LAUNCHED A PAN-EUROPEAN SALES NETWORK that provided multi-national corporate

clients with local pension solutions within an international framework. Increased sales by 40%

in the first year.

SPEARHEADED THE DEVELOPMENT OF AN ONLINE FINANCIAL EDUCATION COURSE in

cooperation with a leading state university and a financial services company to teach students the

fundamentals of budgeting, saving and investing. Ranked each year as the university s most popular

online course.

SERVED ON THE BOARD OF JOHNS HOPKINS UNIVERSITY S SCHOOL OF EDUCATION and

Division of Public Safety Leadership. Provided executive direction and guidance as programs and

enrollment increased by 200%.

DEVELOPED AND LED WORKSHOPS FOR THE U.S. SECRET SERVICE, FBI AND DHS as Adjunct

Faculty member of Johns Hopkins University s Division of Public Safety Leadership. Ignited change in

each organization. Targeted real-world issues. Produced Bottom-line results.

Accomplishments and Key Contributions:

Founded a consulting practice that has trained, mentored and developed over 1,000 senior

executives from 15-different countries that has been profitable since its first year of operation.

Pioneered an experiential adult-learning concept that leverages knowledge within an

organization, inspires collaboration and engages employees as the engines of change.

Adopted by one of the world s largest life insurance providers (32,000+ employees and 40

million customers) for developing its emerging leaders. Exceeded the company s expectations.

Established a blue print for transforming any business into a learning organization.

Orchestrated innovative performance improvement solutions for corporate clients that

consistently helped senior leaders rethink, redesign and re-energize the way they do business.

Designed, developed and led executive development programs on three continents with

graduates now heading companies in the USA, China and Europe.

Mentored and coached a virtual faculty of over 200 experts and scholars to become more

effective leaders, managers and educators of adult learners.

Established a dynamic network of military, professional and academic relationships worldwide.

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THOMAS E. KATANA

MILITARY EXPERIENCE

CAPTAIN (RETIRED) 05/79 03/94 (ACTIVE DUTY)

U.S. Navy SEAL 01/97 10/03 (RESERVE DUTY)

Department of Defense, Pentagon, Washington, DC

Grade: U.S. Navy Captain; Last Supervisor: Deputy Assistant Secretary of Defense for

Combatting Terrorism, A. K. Yamada, Phone 703-***-****.

SELECTED AS COMMANDING OFFICER OF SEAL TEAM EIGHT. Chosen specifically to

turn-around a team with a troubled history of sub-standard performance, low morale and fiscal

problems. Corrected the problems, set the pace and led the way ahead. Transformed the team

within two years into a command recognized by the Secretary of the Navy for innovative

initiatives and exceptionally meritorious global achievements.

ASSIGNED AS ARCTIC WARFARE PLATOON COMMANDER, TRAINING OFFICER AND

EXECUTIVE OFFICER AT SEAL TEAM TWO. Provided inspiring leadership for pioneering operations

above the Arctic Circle. Trained elite forces for special operations missions worldwide. Managed a

multi-million dollar budget and over 300 personnel. Leveraged the diversity of the team to become the

premier arctic warfare unit in the military.

HAND-PICKED FOR A TWO-YEAR INDEPENDENT POSTING TO HER MAJESTY S ROYAL

MARINES SPECIAL BOAT SERVICE (SBS) in the UK. Demonstrated proven technical skills in all

aspects of counter terrorism operations. Developed new strategies, tactics and techniques that have

been adopted by counter terrorism units worldwide. Honored by the Ministry of Defense for bridging

cultures, strengthening relations and achieving results.

SERVED AS MARITIME SPECIAL OPERATIONS ACTION OFFICER on the Staff of the Assistant

Secretary of Defense for Special Operations and Low Intensity Conflict and on the Staff of the Chief of

Naval Operations. Designated the focal point officer for all matters pertaining to Naval Special Warfare

operations. Operated in a dynamic and ever evolving environment. Provided subject matter expertise

for shaping national policy, priorities and direction. Formed alliances, built consensus and a developed

unified plan for strategically integrating Special Forces in multi-agency operations worldwide.

DETAILED AS THE NAVAL SPECIAL WARFARE HUMAN RESOURCES OFFICER at the Bureau of

Naval Personnel. Charted and led the growth, career development and assignment of the 3500

member Special Warfare, Explosive Ordnance Disposal and Fleet Diver communities. Recognized for

successfully translating Navy-wide goals and objectives into measurable results in each community.

SELECTED AS COMMANDING OFFICER, NAVAL RESERVE SPECIAL BOAT SQUADRON TWO.

Chosen for proven ability to identify opportunities, manage risk and develop long-term priorities. Led

the command into the 21st century by introducing new processes, leveraging technology and managing

human as well as financial resources strategically. Achieved all objectives within budget by employing

key principles of W. Edwards Deming and the Toyota Production System.

ENTERED THE NAVY AS A DEFENSE ATTORNEY, JUDGE ADVOCATE GENERAL S CORPS.

Defended clients in military summary, special and general Court Martial Cases. Achieved a 75% trial

success rate. Granted an extraordinary waiver and released from the Judge Advocate General s Corps

to enter Basic Underwater Demolition/SEAL (BUD/S) Training.

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THOMAS E. KATANA

EDUCATION AND PROFESSIONAL DEVELOPMENT

MA, National Security Affairs, 1992, Georgetown University School of Foreign Service

JD, 1979, Temple University School of Law

BA, Political Science, 1974, University of New Mexico

Basic Underwater Demolition/SEAL (BUD/S) Training Class #109 (Class Leader)

LICENSES AND CERTIFICATIONS

Master Diver (SSI)

Offshore Sailor (ASA)

Inventor: United States Patent Number: 7,574,403 Patronage Incentive Saving System

Licensed to practice law in Pennsylvania, Illinois and before the Court of Military Appeals

PROFESSIONAL MEMBERSHIPS

Member in good standing: Pennsylvania, Illinois and American Bar Associations

Member in good standing: U.S. Navy SEAL Association and U.K. Special Boat Service Association

Life Member of the Association of the United States Navy

REFERENCES

Donald J. Shepard:

Immediate Past Chairman of the Executive Committee, U.S. Chamber of Commerce

Former CEO and Chairman of the Executive Board, AEGON NV

Email: ********@***.*** Telephone: 410-***-****

Sheldon Greenberg:

Associate Dean of the School of Education, Johns Hopkins University

Email: *********@***.*** Telephone: 410-***-****

Thomas O Neill

Chief Operations Officer, Lincoln Financial Division, Lincoln Financial Group

Email: Thomas.O *****@***.*** Telephone: 484-***-****

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