Consulting Projects

British SaaS Software Company Expanding Operations in the USA
Built Strategic and Multi Year Operating Plan Establishing Capital Needs
Developed Private Placement Memorandum and Investor Pitch

New Swim and Spa Accessary Startup Introducing New Product in USA
Built Strategic Market Plan, Branding and Positioning in Market
Built Annual Detailed E commerce and Direct Sales Plan
Established Cash Requirements and Assisted with Capital Raise

Singapore Supplement Company Starting USA E Commerce Operations
Built Strategic Marketing Plan and Multi Year Financial Operating Plan
Developed Private Placement Memorandum and Investor Pitch

European Facial Recognition Software Company Expanding into USA Market
Reviewed Business Plan and Capital Raise Investor Pitch
Recommended Addition Market Research to Cement Market Position

Colorado Recreational Company — Cash Management Crisis During COVID – 19
As Interim CFO Assisted with Government COVID Programs

International Medical Device Company – Private Placement Capital Raise
As Interim CFO Implemented Management Information Systems
Created Strategic Plans and Established Cash Flow Monthly Needs
Designed Fund Raising Tools and Assisted CEO with Capital Raise
Managed Audit and Completed Documentation for Capital Raise

Companies I started by creating or rescuing their Brand

Health Fitness
It is a supplier of wellness, fitness, and injury treatment programs.
I Started company with 3 employees, Now the largest in the USA

LaCalhene, Inc
Dexon Manufacturing Division
It is a designer and manufacture of clean air rooms.
I purchased the company out of bankruptcy and repositioned for success

Red Owl Stores, Inc
Owned by SuperValu, Inc
It is a manufacturer, wholesaler and retailer of grocery products.
I purchased the insolvent company and repositioned for success

J W Hulme Co
It is a manufacturer and retailer of fine leather goods.
I started the company with 3 people. It continues to grow successfully.

Companies I worked for

Created the company wide management reporting systems during its early-stage growth.
Implemented the credit granting system increasing company credit card
Started the original direct marketing division for Target Corporation. The
division named “Directly Yours” delivered products directly to homes.

Donaldson Company.
Manufacturer of Air Filtration Systems
As International Controller implemented cloud based financial and operational reporting systems.

Tonka Toys Company.
Designer and Manufacture of Children’s Toys.
With sales offices in each European country, designed single manufacturing and distribution center in UK to steam line European operations.

Knopf Doubleday Publishing.
Book Publisher and Book Retailer.
Created BIG DATA and artificial intelligence tools to streamline and improve efficiency of direct marketing.