Business Development Customer Service

STEPHEN J. SHERMAN

***** ******** *****, *****, **. 92064

• mobile: 619-***-**** • ************@*****.***

EXECUTIVE MANAGEMENT

Performance and results-driven executive with extensive experience in leading business development, operations and management within entrepreneurial, legal and diverse corporate environments. Provides thought leadership in developing business opportunities into business successes. Provides strategy development to empower business growth and profitability. Manages and performs hands-on business operations, including purchasing, finance, accounting and budget development. Builds and maintains key business relationships that include vendor management. Builds, trains and leads multiple remote locations and their staffs in delivering outstanding business results.

AREAS OF EXPERTISE

C-Level Leadership • Business Management • Consultative Services • Business Development

Operational Management • Purchasing • Finance • Accounting • Employee Development

Vendor Management • Customer Service • Communication • Reporting • Negotiations

PROFESSIONAL EXPERIENCE

STEPHEN SHERMAN, Poway, California • 2016 to Present

An independent Business Consultancy in Finance,Management,Operations and Business Administration.

TRI STATE GENERAL CONTRACTORS, San Marcos, California 92078 2015- 2016

Interim Chief Financial Officer/Chief Operations Officer (Contract Employment)

TORREY PINES BANK, 2012-2015 Senior Business Development Officer

Responsible for developing new relationships with mid to large size company

Reviewed prospects financials to present to loan committee

Created new loans, lines of credit, bank deposit

Achieved and created and 8 million dollar client portfolio 1st year

Sat on the board of directors for San Diego Receiver forum

STEPHEN SHERMAN, Ramona, California • 2009-2012

An independent Business Consultancy in Finance, Operational and Business Administration.

Senior Consultant / Owner

Provides clients with financial analysis, and developed cost savings strategies and action plans in alignment with business needs. Assesses client productivity, develops recession strategies, as well as policies and procedures. Conducts client cash infusion strategies, developed investors and establishes financial programs.

Major Achievements:

Facilitated a 2-3% increase in sales and profitability.by performing comprehensive client assessment and developing a strategic plan to address financial issues for an electrical signage company for shopping centers in Las Vegas, Los Angeles and San Diego with Mexico production facilities.

Utilized the EB5 program to develop a $50M investment for a Phoenix-based water desalinization company.

Facilitated the sale and liquidation of a lumber company’s assets.

Created a policy and procedure manual for an interior design center and authored a sales and management personnel daily operational manual, established inventory procedures, purchasing and inventory control, and facilitated a process for the selection of a new ERP software system.

STEPHEN J. SHERMAN • Page 2 • ************@*****.***

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NEXJEN SYSTEMS, INC., Escondido, California • 2008-2009

A software development company.

Chief Financial Officer / Chief Operating Officer (Contract Employment)

Led the day-to-day operations and maintained strong business communications with existing accounts. Built a customer service support team, assessed daily financial reports, and monitored revenue from customer support. Established sales and finance, as well as profit and loss (P&L) goals. Negotiated new product licensing to boost sales and profitability.

Major Achievements:

Empowered developers and quality control personnel to implement Cache into the existing software by securing $300K in additional capital to enhance existing ERP software.

Increased upgrades from $5K to $20-27K monthly in collaboration with customer support and tech teams.

Constructed a business partnership with a new financial institution to advance capital infusion.

Initiated an outside software sales position.

Redeveloped comprehensive accounting processes and procedures.

OFF ROAD WAREHOUSE, INC., San Diego, California • 1996-2008

A company providing off road vehicle parts, sales, service and installation

President (2007-2008)

Directed daily operations that included oversight of company functions and personnel, including the Controller, Director of Operations and Retail Store managers, as well as Human Resources and Accounts Payable and Receivable. Evaluated monthly financials such as cash flow, P&L, balance sheet and inventory levels. Managed the monthly budget and all administrative tasks. Negotiated all company agreements and contracts. Championed a team concept in developing a productive work environment.

Major Achievements:

Transformed a $2.5M annual business into a $13M annual industry leader.

Led 2 autonomous corporations: one achieving $13M annually at 32% gross profit and another that contributed $300K annually to the retirement fund of the CEO / Owner.

Generated new business with major corporate accounts, including SDG&E, San Diego Port District, Roel Construction and Hydro-Scape.

Limited employee turnover with the creation and implementation of a competitive salary and incentive program.

Maintained key relationships such as those with banks, insurance companies and vendors.

Facilitated 100% of internal financing by building the company’s financial excellence.

Vice President / Chief Operations Officer (2004-2007)

Managed 4 successful locations, and the Internet department, as well as 64 employees and 2 corporations. Spearheaded all administrative functions that included Accounts Payable and Receivable, Accounting, Purchasing, Human Resources and Retail Management, as well as daily operations. Developed the annual and department budgets and established monthly sales forecasts. Instituted company policies and procedures, as well as salary guidelines and incentives to drive productivity.

Major Achievements:

Inspired a business growth increase from $2.5M to $13M and maintained 32% gross profit in 5 years.

Developed successful ideation that promoted growth and change.

Renegotiated real estate loan refinancing.

Augmented cash flow and maintained an inventory to meet current business levels by decreasing inventory from $1.35M to $850K.

Acquired 2 real estate properties and negotiated financing for the San Diego and Escondido stores.

Enabled an inventory to sales balance by establishing purchasing parameters.

STEPHEN J. SHERMAN • Page 3 • ************@*****.***

OFF ROAD WAREHOUSE, INC. (continued)

Chief Operating Officer (2002-2004)

Drove administrative operations for functions, including Accounting, Accounts Payable and Receivable, Purchasing, Human Resources and Retail Management. Created sales and marketing strategies, as well as promotional programs. Chaired staff meetings to promote productivity.

Major Achievements:

Established Tiger teams to address key company issues.

Served as the company representative at events, sales, racing and community events.

Director of Operations (1996-2002)

Delivered a comprehensive company senior management and personnel organizational restructuring.

Major Achievements:

Developed the business organization, developing key positions such as Controller, Human Resources Manager and Senior Purchaser.

Grew satellite store sales from $90K to $250K monthly.

Contributed to the 12% net profit and maintained a 32% gross profit in a competitive market through the establishment of company goals.

Generated $500K and 3% net profit in 1 year by creating an Internet site.

Gained a 32% gross margin, return customers and larger profits by initiating a departmental incentive program.

Developed, deployed and supported a more efficient inventory function.

Enhanced sales inventory by researching new product offering opportunities.

Conducted training and development programs for management.

PREVIOUS CORPORATE POSITIONS

ASI, El Cajon, CA

Administrator

Developed inventory control, purchasing and receiving policies, as well as month end accounting processes by leading a complete company reorganization, including computer operations, invoicing and phone systems integration.

Facilitated business growth by creating and controlling Co-Op money from manufacturers.

Grew company sales from $200K to $3.7M with minimal overhead increase.

Career Note: West Coast Management Training Coordinator for VICORP/ Foodmaker and Business Development for ASI.

EDUCATION

Denver University, Denver, Colorado

Bachelor of Science in Business Administration Management

University of San Diego, Alcala Park, California

Juris Doctorate (JD)

TECHNICAL COMPETENCIES

Word • Excel • Task Management

ERP • SAP • Oracle

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