SUMMARY

I have written business plans for start-ups and updated business plans for ongoing business. I set up accounting and bookkeeping for start-ups. I have written policies and procedures manuals for existing companies, start-ups, and non-profits. I translated the ideas, the plans and goals of the business owners into language which helped them get the funding they needed, the contracts they sought, or the relationships they wanted to create.

I negotiated and wrote contracts with international suppliers, working with Houston attorneys and sellers attorneys resolving contract terms into final agreements. I prepared non-compete and non-disclosure agreements coordinating with Houston and international attorneys creating workable agreements for the companies which worked for all parties. I have represented stakeholders on many boards of directors and served as secretary to the board preparing: 1) meeting agendas representing stakeholders and company progress reporting, and, 2) post meeting synopsis with discussion points, board consensus and conclusions and proposals for review by and acceptance by the company and stakeholders.

I have served on boards of directors as a member and as an advisor. I have served on advisory boards assisting company management. I have provided financial/capital analysis, addressed financial management issues, and as part of the business plan, helping to develop, or developing, sales and marketing programs.

I have experience in major account management and development. I have utilized AI to develop marketing strategies (including internet marketing), evaluate competition, provide financial analysis; including project development, project management, project coordination and implementation; and I have extensive experience in Excel, Word, Outlook, PowerPoint, Publisher, Sketchup, Blue Beam Review.

CAREER OVERVIEW

PART TIME LIMOUSINE DRIVER to help a friend 8/2022 to present

Providing limousine services primarily to patients at M.D. Anderson – pick up and delivery from Houston airports to the hospital and surrounding hotels.

MADE IN GREECE, INC. 7/2019 - 5/2022

focus: Business plan development, Set up operations, establish trade relationships

Consultant/Financial Advisor CFO

Advised on, and set up, bookkeeping and financials; authored the business plan, prepared full financials and financial projections, contacted and developed relationships with Greek companies selling pita bread, cheeses, wines, and olives seeking distribution to the U.S. Arranged shipping from Greece to Houston and negotiated new warehouse/offices and set up distribution.

Mergers and Acquisitions: Greek Acquisitions: preparation of financial analysis/spreadsheet financial projections, business plan, and preparation of due diligence package, for hedge funds and investor groups. Target acquisitions include: Greek companies in bankruptcy to be purchased for their debt, Greek companies in distress due to lack of capital, Greek companies seeking financial partners or merger to expand their markets beyond the EU region.

STONE SYSTEMS, INC. / LION STONE TRADING, INC. 4/2013- 4/2019

focus: Business plan development; negotiate Trade agreements, develop sales and marketing plan

Management:

Contracted to develop and write business plan for the company owners and negotiate with financial institutions;

Offered and accepted the position of CFO

Sales and Marketing: developed local and national marketing plan, responsible for day-to-day sales activities;

Developed relationships with builders, contractors, renovators and designers:

Developed relationships with stone installers and fabricators, and tile installers;

Developed relationships and negotiated trade agreements with international marble, granite, and quartz suppliers.

ARRIBA RESOURCES, INC., RICHMOND, TEXAS 4/2002 - 7/2014

President

Assumed control of all operational activities of Arriba Resources, Inc. in April 2002: negotiated participation in, and the development of, three new Geophysical Exploration Prospects; formed and financed four Geophysical Exploration Prospect partnerships; and, participated in the drilling of 14 successful exploratory wells: 26 successful wells of 32 drilled. Assumed responsibility for all drilling and rework activities, ongoing development of existing Geophysical Exploration Prospects, development of new Geophysical Exploration Prospects, marketing, financial management, and investment banking.

Vice President / CFO / 50% owner

10/1999 - 4/2002

Provided initial capital funding for resumption of operations of Arriba Resources, Inc. (a family owned oil and gas exploration company which had not been actively drilling for many years). Developed an innovative financial structure for energy partnerships which reduced risk exposure for energy investors. Formed and financed, eleven Oil and Gas Exploration/Drilling Partnerships which provided funding for Geophysical Exploration Prospects and exploration drilling with Arriba Resources, Inc. as general partner.

Negotiated limited partnership relationship with Cummins & Walker Oil Company, Inc. to develop three Geophysical Exploration Prospects

ASKAR, CORP., BLOOMINGTON MINNESOTA 10/1997- 12/2011

Compliance officer / registered principal / registered representative / registered investment advisor / investment banking

Enhanced investment banking business: raised equity capital for Arriba Resources, Inc. (limited partnerships), Voice and Wireless Corp. of America, Golden Valley, Minnesota (equity placement) and others

Enhanced and grew Registered Investment Advisory business

KEY ACCOMPLISHMENTS:

Developed and coordinated investment banking relationships with six key Investment Banker firms in Minneapolis for the purpose of offering private placement stock for start-up companies and Initial Public Offerings;

Directed and managed placement of $7,000,000 in seed capital for Excelsior Henderson Motorcycle Company. Participated, as co-underwriter, in $60,000,000 public offering;

Created a business development model incorporating integration of advisors as a team of counselors: specifically legal, accounting, investment banking, sales and marketing, and operations;

Raised equity and debt capital in excess of $150,000,000 for Trammel Crow, Texas; Trammel Crow, Minneapolis; Property Management, Inc.; Welch Companies, Inc., Edina, Minnesota; Property Investments, Inc., Montreal Canada; Scandia Financial, Inc., Los Angeles, California; Embassy Suites Hometels, Inc., Phoenix, AZ, and others;

Provided venture capital for ACSIST, a multilayer chip maker in Hopkins Minnesota, subsequently sold to a public company;

directed and managed venture capital investments exceeding $45,000,000 in private equity capital for: N T International, Columbia Heights, Minnesota; Aero Colours, Edina, MN; Applied Statistics Inc., St. Paul, MN; Capital Corp. of Minnesota, Montreal, Canada; Super PC, Columbia Heights, Minnesota; MIMDtech, Edina, Minnesota; MCDC Casino, St. Louis, MO.; DBSI Corp., Meridian, ID. Participated in the private sale of companies and/or refunding of bonds/debt capital raised.

EDUCATION AND AFFILIATIONS

BACHELOR DEGREE – Majors: Business Administration, Child Psychology; minor: Early Childhood Education - University of Minnesota, Minneapolis, Minnesota

Served on the Board of Directors of many small capitalization companies including: Applied Statistics, Inc. - St. Paul, Minnesota; G. H. Medical – Minneapolis, Minnesota; EyeFix Inc. – Minneapolis, Minnesota; Maintech, Inc., Edina, Minnesota; Served as outside advisory counsel to: N T International, Columbia Heights, Minnesota; Fastitch, Inc. – Edina, Minnesota; Voice & Wireless, Corp. - Hopkins, Minnesota; Stirtz, Bernards, Boyden, Surdel & Larter, CPA’s, Edina, Minnesota; Oak Medical, Bloomington, Minnesota; Achievement Data, Edina, Minnesota; LDC Corp., Edina, Minnesota; Afinex, Inc., Applevalley, Minnesota;

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