Carter S. D. Taylor

Objective: Leverage executive experience, thought-leadership, analytical skill set, and entrepreneurial problem-solving abilities to grow an established company.

Achievements:

Thought-leadership. Created highly-innovative strategies, technologies, solutions, and business structures to solve seemingly intractable business problems (e.g. customer churn, cost per response, data quality) with improved advertising relevance, audience addressability and campaign results. Doubled response rates, shortened cycle time 80%, and improved accuracy to as high as 95%.

Business Process Integrity. Reduced 40-day advertising workflow to 48 hours using business process model implemented with extensive automation. Efficiencies drove 80%+ gross margins, low error rate, and high customer satisfaction.

Complex program delivery. Planned, developed and implemented several highly-successful campaign programs serving the complex requirements of the largest direct marketing organization in the US. Executed greater than 100m mail pieces in more than and 20k segments of direct mail pieces per year consistently delivering superior response rates compared with competing agencies.

Client Retention. Built a diverse client base. Clients retained on average 7.6 years

Innovation and Collaboration. Led fast-paced and highly-collaborative cross-disciplinary teams in the development of innovative solutions (teams comprised of diverse client business units, advertising agencies, and consultants. Average team size 20 people)

Multinational Business Structure. Pioneered the development and use of active-enterprise deferred tax structure and offshore-onshore, 24-hour workflow.

Experience

ERI Holdings Corp., W. Melbourne, FL, Founder, Vice-President, 2014 - present

Energy Resources International, Inc., Vero Beach, FL., Founder, President/CEO, September, 2012 - present

Development-stage renewable energy company focused initially on efficient “smart” buildings in Central Florida, and solar energy development.

Authored 150-page Business Plan and 5-year growth strategy underpinned by The Sustainable Value Proposition sound investment fundamentals based on market pricing, and the migration From Building Controls to Master of the Grid Edge.

Created highly-detailed financial and capital budgeting models, covering five prospective business units with eighteen service lines; acquisition roll-up and green field business development.

Successfully negotiated exclusive territorial agreements with Distech Controls, Brossard, Canada, for Central Florida (Tampa, Orlando, and the central-east coast of Florida.)

Developed Community Solar non-profit (see below).

Despite favorable response, ERI was unable to attract sufficient venture capital

Clean Footprint LLC, Cape Canveral, FL. Founder; VP, Director, Finance, December, 2011 - September, 2012

Development-stage solar energy developer.

Performance Direct, Inc., Atlanta, GA, President/CEO, October, 1998 - January, 2013

Founder and hands-on manager of full-service direct-response marketing boutique specializing in large-scale, complex, bespoke data management and analysis services for Fortune-50 clients.

Responsible for all aspects of business concept, strategy, planning, development, strategic partnerships, and execution.

Drove development of innovative business model combining cutting-edge technology, deep automation strategy, and pioneering multinational business and operating structure.

Accomplishments and responsibilities:

Developed diversified client base that included:

oTelecommunications: AT&T, BellSouth, Qwest. Managed 20k+ mail segments and 100m pieces of direct mail per year.

oAutomotive: Toyota Southeast Dealers’ Association, Subaru North America

oFinance: Fidelity National Corporation, Citibank, SunTrust Banks, Inc., SunTrust Mortgage, Inc., SouthTrust Corporation (now Wells Fargo), SouthTrust Mortgage, BankSouth (now Wells Fargo)

oGovernment/Political: Republican National Committee, Governor of Georgia, Attorney General of Georgia, Insurance Commissioner of Georgia

oHealthcare: Childrens’ Health Care System, Atlanta

oOther: United Parcel, Southern Company, Remy-Cointreau, and several others.

Successfully partnered with Omnicom agencies Merkley Newman Harty and Partners and RappCollins Worldwide, Javelin Direct, as well as Grey Global Group, WestWayne (22Squared), Sanchez and Levitan, Luckie & Co., and Matlock

Developed novel business process automation and remote-working outsource business process model.

Early developer of offshore operating and business structure (PDSPL-India affiliated business).

Worked successfully in high-profile “problem-solving” consulting engagements

oProvided key technical and statistical modeling and analysis for prevailing side of the Miller v. Johnson voting-rights case, U. S. Supreme Court

oProvided critical analysis and data visualization for the Attorney General, State of Georgia case against Fleet Finance, resulting in the largest state sanction ($100MM) in the history of banking at the time.

Performance Analytics, Inc., Atlanta, GA, President/CEO, October, 1994 - January, 2013

Founder of marketing analytics and business intelligence boutique specializing in business intelligence, regulatory compliance and complex litigation information services for public-interest and Fortune-50 clients.

Accomplishments and responsibilities:

Banking Regulatory: Developed a bank regulatory examination consulting practice based on a highly-automated consulting engagement using specialized IT capabilities.

oInstrumental in moving SouthTrust Bank of Georgia to “Outstanding” CRA exam score from “Needs to Improve”

oWorked with the General Counsel of SunTrust Banks, Inc. to appeal a “Substantial Noncompliance” rating. Used and geospatial analysis to secure an unprecedented revision on-appeal to a “Satisfactory” rating

oFor SouthTrust Corporation (now Wells Fargo), 12th largest bank-holding company, supported monthly CRA/HMDA data processing, annual CRA and HMDA regulatory filings, and biennial bank examinations for all banking units (over 700 branches in 12 states).

Litigation support

oDeveloped “alternative redistricting plan” using geospatial analytics for Kirwan, Goger, Chesin & Parks, crucial for securing a favorable decision in the landmark US Circuit Court case Johnson, Burke, Zittrouer, DeLoach, and Seaton v. Miller. Upon appeal to the U. S. Supreme Court, Miller v. Johnson, the high court affirmed the Circuit Court decision against “gerrymandered” districts.

oDeveloped key statistical evidence and strategy as consultant to Special Assistant Attorney General Robert E. Wilson and Georgia Attorney General Michael Bowers in one of the most extensive civil investigations ever undertaken by the State of Georgia against Fleet Finance, Inc. Analysis and thematic mapping exhibits were crucial to securing a settlement valued in excess of $100 million, at the time, the largest by any state against a single company under an unfair and deceptive acts and practices statute in United States history.

oSenior advisor to Georgia Insurance Commission for the Fair Access to Insurance initiative.

Taylor & Company, Inc., Atlanta, GA, President/CEO, April, 1987 - October, 1994

Founder of information services company that provided data management and analytics, commercial printing, lettershop, and consulting services. The company grew to include 35 employees, located in a 15,000 sq. ft. facility in midtown Atlanta, GA.

Leading vendor of political direct mail in Georgia. Clients included Governor, two US Senators, and 12 US Representatives; numerous state senators, reps, county commissioners and school board members throughout the state of Georgia

Clients included PaineWebber Real Estate Securities, Inc. (PWRES), BellSouth, RNC, DNC, Republicans for Georgia, BankSouth, United Parcel Service, Six Flags, Atlanta Symphony Orchestra, Delta Airlines, State Bar of Georgia.

Sold business to DataDirect, Inc. in 1994.

N. W. Altemus & Co., Philadelphia, PA, Research Associate, September, 1983 - December, 1985

Ergon, Inc., Jackson, MS, Research Analyst, 1982-1983. Oil and refined products markets.

Developed database of crude oil and refined product prices across distribution points. Integrated Ergon Vicksburg Refinery yield model to create refinery margin model simulation and proposed cross-hedging strategy.

Community

Foundation for Renewable and Efficient Energy, Vero Beach, FL, Founder, 2015 – present.

FREE is and not-for-profit Florida Corporation, 501(c)(3) pending, to promote Community Solar in Florida.

Habersham Cove Homeowners Association, Atlanta, GA, President, 1999-2007

Harbor View, Vero Beach, FL, President, January, 2013 - January, 2015; Director, 2011 - Present.

Reduced Operating Expense 20% over prior year

Replaced all vendors and management company

Redefined work specifications

Overhauled insurance coverage

Fully Funded reserves while reducing dues by 10%

Led vote to rename Harbor Inn as Harbor View

Haverford Leadership Council, Haverford, PA Member, 2007-2009

Strategic planning and review body of leading private boy’s preparatory school founded in 1884

Indian River Neighborhood Association, Vero Beach, FL, Member, Executive Committee, 2014 - Present; Member, Lagoon Committee, 2013 - Present

University of Pennsylvania, Secondary School Committee, Atlanta, Member, 2006 - present

Responsible for interviewing candidates for admission to leading Ivy-League university

Silver Sands Property Owners’ Association, Vero Beach, FL, President, 2010 - Present

South Beach Property Owners’ Association, Vero Beach, FL, Treasurer, 2015-Present, Director, 2011 - Present;

Trinity Episcopal Church, Vero Beach, FL, Treasurer (CFO), Member of Vestry (Trustee), February, 2012 - May, 2013

Responsible for >$1m budget and >$10m balance sheet. Responsible for all aspects of finance, balance sheet, investment portfolio, P&L, budgeting and financial planning, risk management, bookkeeping, audit support, analysis and reporting and oversight for leading community religious institution.

Instituted capital budgeting procedure, depreciation, and reserve accounting

Instituted innovative “collar” hedge to protect investment position

Restructured staff and rebid major vendors for first-year reduction of 8.5% in operating expense, second-year reduction of 7%

Instituted cost control procedures

Designed Audit Committee charter, and hired/supervised professional vendors

Activities:

Member of the Executive Committee

Chairman of the Finance Committee. Responsible for Balance Sheet matters including investment management

Personal

Married 20 years, three children ages 10-14

I enjoy time with my family, sailing and working on boats, restoring antique cars.

Avid reader of history, biography, political theory, politics, current events and economic history.

Education

Wharton School of Finance and Commerce, University of Pennsylvania, B. S. Economics

The Haverford School, (College Preparatory School)

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