Indeed Resume Privacy Settings

Delete this resume

Download as a PDF

Replace with a di!erent resume

Visit the help center

More about resume privacy

1

Review draft and

save

Save and

Continue

NEW: Get a professional resume review

Request a resume review

Joseph Anthony Ruiz,

MBA/JD

Seasoned goal and results oriented executive

with a long history to turnaround organizational

performance

San Antonio, TX 78254

adw01x@r.postjobfree.com

+1-703-***-****

Authorized to work in the US for any employer

Add your summary

Work Experience

Expert Witness and Consultant to

Legal Counsels

Self employed - San Antonio, TX

August 2020 to Present

Perform litigation expert witness, research,

Public

Your resume and profile

information can be found through

Indeed by employers looking for

candidates, according to our terms.

Private

Employers cannot find your

resume in a search on Indeed. This

does not a!ect previous

applications or prevent employers

you responded to from contacting

you.

Last Uploaded File

consulting and training professional services for

attorneys at law and law firms throughout the

United States and U.S. possessions and

commonwealth on federal small business

contracting and SBA certifications issues.

District Director - San Antonio, TX

District O!ce

U.S. Small Business Administration - San Antonio, TX March 2015 to July 2020

Led and managed providing SBA’s entrepreneurial

development services and resources throughout my

55-county service area in Central South Texas,

including small business advising, training, loans and outreach. Made a recognized impact in our rural areas, the Middle Rio Grande Valley, as well as Austin and San Antonio. Strengthened the collaborative

relationships with the UTSA SBDC Network, SCORE

and the WBC. Retired from the Federal Government

July 2020.

Assistant District Director/8(a)

BD Program Manager

U.S. Small Business Administration - Washington

Metropolitan Area District O"ce - Washington, DC

February 2011 to March 2015

Managed and maintained the turnaround of the

District O"ce’s SBA 8(a) Annual Reviews compliance to conform with 13CFR124 requirements for the

District O"ce’s largest regional 8(a) portfolio of 1,500 small businesses in our nation. Designed and implemented an ongoing training program for the

District O"ce’s regional federal government

contracting agencies on how to more e"ciently

utilize the SBA 8(a) program, resulting in $7 Billion 8(a) small business contract awards from the prior

$3 billion level within one year from inception.

Strongly supported the District O"ce’s top

PDF

Anthony-… BA-JD CV.pdf

Saved for easy applies on

Indeed

4/6/2022

Download Delete

performers to be promoted to SBA’s DC

Headquarters, as well as within the District O!ce. Promoted to a GS-15 level as San Antonio’s District Director.

Regional Director - MDSBDC

Capital Region

Maryland Small Business Development Center

Network - College Park, MD

September 2007 to February 2011

Promoted to lead the turnaround of this region

(Montgomery & Prince George’s Counties) that

contained approximately 60% of Maryland’s small

businesses to improve satisfactorily beyond its last place performance in the state with an assigned

three year deadline. Evaluated my preexisting

limited sta"’s small business advisory and training skills. Trained the sta" on how to be more e"ective small businesses advisors, trainers, strategic “long- rifle”marketers and goal oriented achievers to

exceed the SBA/MDSBDC economic development

impact and goals matrix: e"orts such as number of

clients, advising sessions, advising hours, training workshops, attendees, outreach events and results

achieved such as the number of new small

businesses startups, new jobs created, increased

revenues, number and the dollar value of new loans. I alternated joining team members on select

advising sessions taking the lead in the advising and recommended clients’ follow through actions as a

training device and post-opt observing team

members’ response to training plus ongoing

feedback and tips for further improvement. In only twelve months our team achieved a very strong First Place Performance in Maryland, First Place

Performance in our SBA District Three (PA, VA, DC, DE, & MD) and Second Place Performance in the

Nation. SBA subsequently awarded our team during

our District III’s awards banquet. During all

subsequent years I led our Capital Region Team to

continue exceeding our matrices as well as our prior years’ performance. Three of my five performers

were promoted, as well as myself to join SBA as a

GS-14.

Senior Management Consultant -

Central Region MDSBDC

Maryland Small Business Development Center

Network - Baltimore, MD

November 2003 to September 2007

Hired to replace two Small Business Advisors due to limited funding. In six months I applied my skills and knowledge in consulting, training, business, finance, marketing/sales, recruiting and strategic planning and growth to make my Baltimore Center #1 in the

state for the MDSBDC for having achieved small

business economic development impact matrices, as

described below. My hard work ethic and results

received newly welcomed highly favorable responses from the Baltimore City Mayor’s O!ce, the MD State Economic Development O!ce and the SBA

Baltimore City District O!ce team and Director. This outcome contributed to increased funding from

these sources for the SBDC Central Region, awarded a Lifetime Achievement Award from the MD

Governor, my appointment from the MD Hispanic

Chamber as the Seminars Program Manager for its

major Annual Conference and the MD SBDC State

Director awarding me as the State Star for 2006-

2007 fiscal year, plus my promotion to Capital Region Director.

Turnaround Manager

Self-Employed - Numerous locations in USA

December 1981 to October 2003

Cleaned up banks’ commercial loan portfolios, to

include federal audits, loan restructuring, secured collateral, compliant loan documentation,

foreclosures, EXIM Bank claims, recovering over

$200M. Assumed corporate positions such as CEO,

EVP and external consultant to turnaround

companies in Chapter 11, financially troubled

companies and company owners seeking to improve

their companies’ financial or sales performance.

Successfully collaborated with bankruptcy attorneys to implement my recommended strategic plan for

the business turnaround to exit Chapter 11.

Successful achieved maintaining an 8(a) federal

government contractor in Chapter 11 protection and financially performing with a positive cash flow and profitability while simultaneously collaborating with the firm’s bankruptcy attorney and assisting the

company owner’s criminal law attorney in the

paralegal capacity to conduct my recommended

criminal defense strategy and research in response to a federal government thirteen count Indictment

for progress payment fraud and theft of federal

government property full time during a four-year

period which resulted in the business owner found

not guilty and the case being published in the

criminal and bankruptcy law books and changing a

provision in the Federal Acquisition Regulations

(FAR) to benefit businesses. After this lengthy case, I enrolled into law school and successfully graduated. Vice President, Manufacturing

Section Manager

Bank of America World Banking Division - Houston,

TX

May 1976 to November 1981

Working in the bank’s Houston Edge Act as a new

team member, I initiated a cold calling direct

sales marketing plan strategically targeting

major manufacturers in Texas and Oklahoma

who substantially import and export that would

benefit from more cost-e"ective and flexible

international trade finance products and

services. My e"orts resulted in building a

manufacturing corporate loan portfolio from

zero to over $618 million within 15 months and

growing a new business loan section comprise of

four loan o!cers.

Developed creative international trade finance

products and services such as Banker

Acceptance financing for industrial products,

barter-counter trade financing for third world

countries’ purchase of American technology,

foreign countries’ EXIM Bank subsidized

financing for US manufacturers’ purchase of

more advanced mfg. technology and exports

purchase order financing.

Having completed my new-hire training earlyI

volunteered to work in the Bank’s Monterey, NL

and Mexico, D.F. Rep O!ces for 13 months.

During this period I advanced from performing

as a financial/credit analyst to Consultive Banker

services to enable Mexico’s manufacturing and

construction firms to restructure their long-term

US dollars debt, thus improving their cash flow

needs, and to capture dollar based contracts in

the United States, resulting in their much

improved debt service during Mexico’s 1976 Peso

currency devaluation financial crisis. As a result

of developing strongly trusted corporate

relationships with my clients, the bank’s Mexico

Director asked for me to maintain and continue

to service those relationships which occurred

during a four-year period traveling throughout

Mexico from Houston two weeks per month

while I performed in the bank’s Houston Edge

Act, traveling to Dallas, all over Oklahoma and

Harris County, Texas.

As an entry level intern in BofA’s Global

Aerospace & Transportation section in Los

Angeles, I took the initiative to e"ectively

perform as a financial/credit analyst of

multinational corporations’ loan renewal Credit

Memos in response to a sta" shortage and Loan

Committee urgent deadlines. This recognized

performance contributed to my being hired at

the completion of my summer internship

although I still had one more semester to

complete my MBA.

Completed an o!cially published an assigned

comprehensive 126-page RV Industry study in

response to the bank’s problem loans and

management’s realization of its insu!cient

knowledge of that industry and market. The end

product was copied into five sets by the bank’s

librarian and highly utilized in the Northern

California bank’s organization.

Education

JD in Business Law

University of Arizona - Tucson, AZ

September 1992 to December 1995

MBA in Finance and Marketing

University of Southern California - Los Angeles, CA February 1975 to February 1977

B.A. in International Relations

California State University-Los Angeles (with honors)

- Los Angeles, CA

June 1971 to June 1974

Community College in General

Studies - No degree

East Los Angeles College - Monterey Park, CA

September 1969 to June 1971

Skills

Negotiation - 10+ years

Writing skills - 10+ years

Legal research - 3 years

Support Work for Litigation Attorneys -

5 years

Legal drafting - 5 years

Proofreading - 10+ years

Training & development - 10+ years

Financial analysis - 10+ years

Presentation skills - 10+ years

Project management - 5 years

Research - 10+ years

Lexis-Nexis - 2 years

Westlaw - 2 years

Commercial Banking and preparing

commercial loan agreements and

supporting legal documents

- 10+ years

International Trade Finance and

Commercial Loan o!cer experience

- 10+ years

Financial analyst and report writing -

10+ years

Employment & labor law - 5 years

Spanish - 10+ years

Spanish - 10+ years

Supervising experience - 10+ years

Military - 5 years

Customer service - 10+ years

Phone etiquette - 10+ years

Microsoft O!ce - 10+ years

Strategic Planning - 10+ years

Program Management - 10+ years

Management - 10+ years

Recruiting - 10+ years

Forecasting - 10+ years

Account Management - 10+ years

Budgeting - 10+ years

Turnaround Management - 10+ years

Management Consulting - 10+ years

Business Development - 10+ years

Process Improvement - 10+ years

Salesforce

Pricing

Operations Management - 5 years

Business Analysis - 10+ years

Change Management - 10+ years

Profit & Loss - 10+ years

Event Planning - 10+ years

Accounting - 3 years

Curriculum development

Microsoft Word - 10+ years

Sales - 10+ years

Microsoft Powerpoint - 10+ years

Administrative experience - 5 years

Working with Bankruptcy Attorneys -

7 years

Leadership

Bilingual

Computer literacy

Case management

English

Adult education

Classroom management

Classroom experience

Teaching

Compliance management

Statistics

Outside sales

Outside sales

Program Development

Quality Assurance

CRM Software

Analysis skills

Organizational skills

Financial services

Data collection

Cold calling

Direct sales

Financial acumen

Languages

American English native language and

Spanish (university trained)

- Fluent

Military Service

Branch: United States Army

Service country: United States

Rank:

Sta" Sergeant - Combat Field Artillery

June 1967 to July 1969

Vietnam combatant veteran (1968-1969)

AZ National Guard (1964-1968)

Commendations

Advisor/Trainer to South Vietnam Army unit for

obtaining security clearance to utilize two new

field artillery munitions and improving the

military & artillery combat performance of the

unit (3 months 1968)

Purple Heart (1969)

Bronze Star with Clusters (1969)

Honorable Discharge (1969)

80% Disabled Veteran, per VA Certification

Awarded appointment to Artillery NCO Academy,

graduating as E-5 Sergeant; Promoted to Sta"

Sergeant for outstanding performance during

assigned On Duty Unit Assignment (1968).

Awarded Top Performing Artillery AIT Trainee

(1967), Ft. Sill, OK.

Awarded appointment to Leadership Preparation

School, Ft. Sill, OK (1967)

Certifications / Licenses

Add your certifications

Assessments

Legal skills - Proficient

October 2021

View Full Score Report

Supervisory skills: Motivating &

assessing employees - Proficient

September 2021

View Full Score Report

Additional Information

© 2022 Indeed - Cookies, Privacy and Terms - Do Not Sell My Personal Information Add Sections

Links

Awards

Groups

Patents

Publications

Contact this candidate