ROBERT D. PARSONS
Ponte Vedra Beach, FL 32082
Home: 904-***-****
Mobile: 904-***-****
Email: **.*****************@*****.***
SUMMARY OF QUALIFICATIONS & AREAS OF STRENGTH
Results oriented professional with more than 20+ years of proven management
experience with two leading national medical supply distribution companies,
a top-tier international consulting firm, a pre-IPO Internet Software
Development Company as well as leading Financial Services providers. Can
see the big picture and challenge prevailing ways of thinking. A team
leader, providing motivation, coaching, and support by example.
> Investment Risk and Reward
> Investment Strategy
> Business & Operational Analysis
> Strong Analytical Skill Set
> Business Development
PROFESSIONAL EXPERIENCE
Thoroughbred Capital Partners, LLC
Director, Ponte Vedra Beach, Florida (2011-Present)
Responsible for deal flow and capital formation for global projects in the
areas of hospitality, renewable energy and other commercial property
development projects.
Ponte Vedra Capital Partners, LLC
Principal, Ponte Vedra Beach, Florida (2008-Present)
Directly involved in Private Equity Deal Flow, Debt Financing & Alternative
Asset Sales & Marketing.
> Have sourced over $12B in quality deal flow in the areas of
international resort development, alternative energy, disruptive
technologies and start-up hedge funds
> Invested Partner raising capital for new Wireless Broadband Telecom
Company
Advantage Capital Equity Solutions, Inc.
Senior Vice President-Investor Relations, Jacksonville, Florida (2008)
Responsible for $74M private placement capital raise & maintaining ongoing
relationship with investors. Company was unable to sustain credit
warehouse facility forcing it to cease operations in October of 2008.
> Develop high net worth investor network capable of sustaining ongoing
capital needs for the company
> Establish selling relationship with financial advisors, broker-dealers
and money managers
> Recruit and train wholesale sales organization
> Maintain investor relations for existing shareholders
> Provided direction and leadership as member of senior management team
> Series 7 & 66 licensed
Waddell & Reed Financial Services
Financial Advisor, Jacksonville, Florida (2006-2008)
Responsible for financial & business planning services with a focus on
small business owners, families, & high-net worth individuals.
> Comprehensive financial & business planning
> Asset protection & risk analysis
> Investment policy, strategy & asset allocation
> Variable Life & Annuity strategy development
> Retirement Planning
Merrill Lynch Global Private Client Group
Financial Advisor, Ponte Vedra Beach, Florida (2004-2006)
Responsible for developing and servicing high-net worth client base
providing financial planning and advisory services, mortgage, and other
financial products.
> Series 7 & 66 licenses
> Variable Life & Annuity licensed
Padgett Business Services
Principal, Ponte Vedra Beach, Florida (2003-2004)
Small business owner responsible for all facets of service offering
targeted at local small business community. Services include financial
reporting, accounting, tax reporting, and payroll processing.
> Business development
> Client relations
> Financial reporting and consulting
> Built core group of small business clientele
Physician Sales & Service, Gulf South Medical Supplies
Vice President, Operations, Jacksonville, Florida (2001-2002)
Senior executive with a $400M national medical supply Distribution Company
focused on long-term care and home care markets. Responsibilities include
distribution center operations, risk mitigation, customer service call
center, transportation, and logistics.
> Consistently met or exceeded all financial, operational, and customer
service objectives for 14 consecutive months
> Developed key vendor alliances for supply chain performance
improvement
> Key contributor to the development of Gulf South's Performance
Management Program
Experient Technologies, LLC
Group Vice President, Strategic Services, Richmond, Virginia (2000-2001)
Senior executive with a pre-IPO Internet Software Development Company
focused on e-Learning and mobile applications. Responsibilities included
Vendor Alliance programs, consulting and implementation services,
marketing, communications, and human resources.
> Developed a professional services team to support client engagements
and generate additional top-line revenue stream
> Defined framework for Alliance programs and personally initiated
dialogue with key Alliance partners
> Key contributor to the development of Experient's Performance
Management Program
KPMG (Bearing Point) Consulting
Manager, Consumer and Industrial Markets, Richmond, Virginia (1998-2000)
Responsibilities include strategic consulting in the areas of supply chain
management, warehouse operations, systems selection, People Soft ERP
implementations and integration.
> FedEx/KPMG Alliance team lead for e-commerce and supply chain solution
development. The Alliance had generated over $10M in revenue within
its first year of operation.
> PeopleSoft ERP implementation experience with
. An international maritime company
. A large international wholesale distribution company
. Provided leadership for two strategic integration initiatives
between KPMG and PeopleSoft working directly with PeopleSoft
product managers
> Consulting team lead in an enterprise-wide reengineering initiative
for a international air freight and third-party logistics company
> Editorial Advisor: Medical Industry Information Report; Sources,
Strategies and Technologies for Information-based Professionals
> Completed extensive KPMG-sponsored Internet fundamentals training
curriculum
WindStar, Inc.
President, Richmond, Virginia (1996-1998)
Provided management consulting services in the areas of distribution,
logistics, facility operations, strategic planning, and information systems
deployment.
> Provided client direction, structure, and process for an enterprise-
wide client-server migration to a new technology platform and
warehouse management system
> Assisted a Hong Kong-based Company in a feasibility study to support
plans for creating a new distribution channel for medical supplies
throughout the Pacific Rim. This analysis lead to JV that supported
multi-million dollar business in Taiwan
> Saved $40M contract for Fortune 500 Company in the Boston Area and
significantly improved Division service levels
Owens & Minor
Director of Operations & Division Vice President, Richmond, Virginia (1978-
1995)
Director of Operations
Areas of responsibility included: facility planning and lease management,
productivity analysis and improvement, procedures and policy
administration, transportation management, material handling systems,
inventory management, merger and acquisition project management, systems
training, help desk operations, distribution center operations quality
assessments and capital equipment procurement.
> Planned and successfully executed a company-wide consolidation effort
to combine O&M with Stuart Medical, Inc., a $1 billion distributor of
medical supplies
> Developed state-of- the-art client/server based sales force automation
application
> Co-authored information systems technology strategy
> Initiated business process redesign effort
> Initiated and helped develop an automated inventory management system
which significantly reduced company-wide inventories
Division Vice President
Charged with Profit and Loss responsibility for Company Divisions ranging
in size from $22 million to $65 million in annual revenues serving the
Southeastern United States. Responsibilities included: sales management
for both medical and pharmaceutical supplies, accounts receivable,
inventory control and management, customer service, warehouse operations,
and transportation.
> Managed assets in excess of $25 million dollars
> Negotiated and closed a 3-year prime vendor contract with a large
Florida medical center which represented nearly $40 million in annual
revenue
> Grew sales volume from $5 million to $22 million a year
> Consistently maintained division profitability better than twice the
corporate average, finishing within the top three in overall
performance for 7 consecutive years
> Improved Division physical inventory to computer inventory accuracy by
more than 30%
> Reduced division operating expenses by 33% while simultaneously
improving overall customer service
EDUCATION
MBA
Virginia Commonwealth University School of Business
Richmond, Virginia
BA
Hampden-Sydney College
Hampden-Sydney, Virginia