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Manager Management

Bowie, Maryland, United States
October 01, 2016

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***** ********* *****, ***** ********, MD 20774,, 703-***-****

“I’m a Solution Looking for a Problem!”


Highly experienced, accomplished, and recognized business professional, technical leader and engineer with proven ability to lead, manage and balance a wide variety of responsibilities in fast-paced, stressful environments under tight time and budget constraints. Resourceful and innovative strategic thinker, revenue generator, solution provider, and change agent who possesses an infectious “can do” attitude, entrepreneurial spirit, and overpowering drive to help others and for team success. Areas of expertise: Experienced Corporate Strategic planning and strategic marketing, technical leadership, project management, product development, life and health insurance marketing and sales, and Federal and State Income tax preparation, consultation and taxpayer representation.

Multi-million dollar budget administration with Profit/Loss accountability

Cradle-to-grave contract administration, project engineering, project management, product engineering and product management

General and operations management and leadership of multiple business locations

Business development, marketing management, and customer relationship management

Leadership of turn-around operations, proposal development teams, and negotiation teams

Licensed Insurance producer sales and marketing (Life and Health)(Maryland, Virginia, DC, Nevada)

Federally Licensed Tax consultation, tax preparation, taxpayer representation, tax preparer training


MS Project Management, Colorado Technical University, 2006 (GPA: 3.96)

MS Business Management, Colorado Technical University, 2006 (GPA: 3.95)

BS Electrical Engineering, University of Southern California, 1969 (Academic Scholarship)

Fellow, National Tax Practice Institute (NTPI), 2013

Professional/Masters’ Certificates- Information Technology, Business Improvement, Change Management, Project Management, Colorado Technical Institute, 2005

Presently pursuing Masters in Human Resource Management and Masters in Tax.


• Licensed Enrolled Agent (U.S. Treasury Department – Internal Revenue Service)

• Licensed Life and Health Insurance Producer (Maryland, Virginia, Washington, DC, Nevada)

• Certified Insurance Broker, Maryland Health Exchange

• Certified Toast Master (Toastmasters International)


• Marquis Who’s Who in Finance and Business, 2006-2007

• Marquis Who’s Who in the World, 2001, 2004, 2011, 2012, 2013, 2014, 2015

• Marquis Who’s Who in America, 2000 – 2005, 2011, 2012, 2013, 2014, 2015

• U.S. Jaycees Outstanding Young Men of America, 1980


IRS Enrolled Agent, (Private Practice), Upper Marlboro, MD, Jan 2014 to Present

As a credentialed tax practitioner I serve a growing market in the greater Washington, DC area by providing services to federal employees who have IRS issues that affect their security clearances.

Conducted training and tutoring for individuals who aspire to become enrolled agents.

IRS Enrolled Agent, NTPI Fellow, Tax Law Instructor, Chesapeake Bay Development Group (A Jackson Hewitt Franchise), Largo, MD, Jan 2007 to Dec 2013

The only enrolled agent in a franchise consisting of over 20 locations, over 200 unenrolled tax preparers who prepare over 12,000 returns per year. Reviews and corrects tax returns especially those involving Earned Income Tax Credit (EITC), other refundable credits, and those requiring due diligence.

Conducted professional customer interviews and prepared income tax returns using industry best practices in Customer Relationship Management (CRM) and Customer Experience Management (CEM).

Directed operations and activities at multiple store fronts and served as a tax resource on complex returns, due diligence situations, and customer relations matters. Responsible for the operations and activities at 4 Sears locations located in Southern Maryland.

Taught Jackson Hewitt’s Basic Income Tax Courses (BIT) I, II, and III for new and returning tax preparers during the 2010, 2011, 2012, 2113 and 2014 tax season. Voted “Best Teacher” in the franchise for the 2011 tax season.

Executive Vice President – Business Development, Return On Investment, (ROI) Inc., Annandale, VA, Oct 2007 to Dec 2014

Researches, analyzes, identifies, develops and maintains a continuous pipeline of strategically relevant business and partnering opportunities

Develops and implements strategic marketing plans to capture new customers in new markets that enable the company to maintain a “growth” posture in a down economy

Executes the business development and acquisition process by leading pursuit, pre-proposal, proposal and post-proposal activities.

Senior Business Management Expert Advisor, Defense Contracting Command, Pentagon, Washington, D.C. Jan 2005 to Oct 2007

Advised and trained government contracting professionals in strategic acquisition planning, market research, and in the development of contract-ready Statements of Work (SOW) and Performance Work Statements (PWS).

Trained contracting specialists in the application of industry best practices in statistical analysis to identify mission-impacting problems without incurring the expense of extensive IT support expertise

Independent Marketing and Business Consultant, Houston, Texas Sep 1998 to present

Developed and implemented marketing/staffing solutions as a consultant for the clients named below and hired in the following capacities to provide for continuity of work:

Director of Engineering/Project Mgmt (2 years), Factory Automation Systems, Atlanta, Ga.

Regional Sales Manager (1 year), Rosens Power Systems, Paramount, Ca.

General Sales Manager (1 year), Mag-Trol Power Systems, Tucson, Az.

Marketing Manager/Product Manager (1 year), Industrial Motor & Control, Tucson, Az.

Compaq Computer Account Manager/Program Manager, (6 months), Liteon Corporation, Houston, Tx.

Division Marketing Manager/Product Manager/Business Unit Manager, (Profit & Loss Accountability), Toshiba International Corp, Houston, TX Dec 1980 to Aug 1998

Served simultaneously as the marketing manager, product manager, and business unit manager for 3 separate product groups and one packaging group.

Developed and implemented strategic marketing plans, business development plans, product development plans and pricing polices/structures for each country in North and South America

Successfully led the development, marketing, and program management of 5 generations of profitable industrial products and product managed them from original conception to end-of-life

Responsible for training the sales force on how to sell the product line.

Commissioned Officer, United States Navy, Jun 1969 to Jul 1979

Served in a variety of leadership positions of increasing responsibilities: division officer, department head, readiness and training officer, executive officer, and naval detachment officer-in-charge at sea.

Awarded the Navy Achievement Medal for superior leadership performance.

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