STRENGTHEN
YOUR TEAM
Adnan Rukieh
Director, Career Services
Kellogg School of Management
Executive MBA Program
The Kellogg School Executive MBA Program is a twoyear general management program leading to the master of
business administration (MBA) degree. This program meets
the needs of senior executives who are preparing for senior
management roles, and it enhances the skills and effectiveness
of senior executives. As they learn, Executive MBA students are
able to immediately apply both functional and managerial
skills in their jobs.
The typical class has representatives with a wealth of
professional and personal diversity. This diversity provides a
stimulating environment for participants. Flexible class schedules
allow participants to continue their careers while they study and
master a broad range of functional managerial skills.
LOCALLY GROUNDED.
GLOBALLY ATTUNED.
1%
4%
5%
9%
ACCOUNTING/AUDITING
CONSULTING
ENGINEERING
CLASS CHARACTERISTICS
14 YEARS
AVERAGE WORK EXPERIENCE
FINANCE
22%
3%
2%
2%
8%
8%
GENERAL MANAGEMENT
HUMAN RESOURCES
38
AVERAGE AGE
20%
INVESTMENT
LOGISTICS
MANAGEMENT INFORMATION SYSTEMS
MARKETING
80%
FEMALE STUDENTS
MALE STUDENTS
15%
1%
3%
1%
1%
2%
8%
5%
53%
OTHER
PUBLIC RELATIONS
PRODUCT MANAGEMENT
MINORITY STUDENTS
PURCHASING
REAL ESTATE
RESEARCH AND DEVELOPMENT
SALES
7%
24% 22%
AFRICAN-AMERICAN
HISPANIC
STRATEGIC PLANNING
390
DOMESTIC EMBA STUDENTS
ASIAN-AMERICAN
GEOGRAPHIC REPRESENTATION*
INTERNATIONAL 35%
U.S. 65%
AFRICA 2%
SOUTH 15%
ASIA 12%
WEST 5%
EAST 3%
EUROPE 4%
MIDWEST 42%
INDUSTRY BREAKDOWN
CONSULTING
COMMUNICATIONS/TECHNOLOGY
FINANCIAL SERVICES
FOOD/BEVERAGE
GOVERNMENT
HEALTH
$174,669
AVERAGE BASE SALARY UPON
ENTERING THE PROGRAM
LAW
MANUFACTURING
NONPROFIT
OTHER
UTILITIES
9%
9%
17%
4%
3%
9%
1%
20%
1%
25%
2%
CONTACT US
Adnan Rukieh
Director, Career Services
Executive MBA Program
Kellogg School of Management
Northwestern University
847. 467.2593
a-rukieh@kellogg.northwestern.edu
Rand Abedrabbo
131 49th Ave North, Saint Petersburg, FL 33703
Cell: 312-545-3258
Rabedrabbo2014@kellogg.northwestern.edu
STRATEGY/MANAGEMENT/OPERATIONS
Global Planning Manager with 9 years of management experience for a diverse manufacturing services company. Proven
track record of maximizing resource utilization, process development and improvement. Strong leadership, problem
resolution, and accomplished customer interface skills across diverse cultures including North America, Europe, Asia and
Middle East. Significant expertise in leading direct reports and cross-functional teams on a global basis. Results oriented,
decisive, and innovative leader who thrives in dynamic fluid environment while remaining pragmatic and focused.
Executive MBA from Kellogg School of Management.
PROFESSIONAL EXPERIENCE
Jabil Circuit, St Petersburg, FL
2005 - Present
$17B global company headquartered in St Petersburg, FL providing diverse electronic manufacturing services for medical,
industrial, telecommunications and storage, defense and aerospace, and automotive.
Planning Manager-Global Operation Services, 2012 - Present
Serve as focal point for operational guidance for on specific processes, functionalities, tools and systems references related to
current or new Jabil BTO/CTO businesses. Provide optimum solutions and strategies through the effective management of
people, systems, technology, procedures and equipment. Support global site in Malaysia, Mexico and Hungary in addition
to multiple domestic sites.
Evaluation and implementation of best practices for Inventory Control, Planning, and Purchasing
Identified creative ways to reduce cost by streamlining processes and systems, eliminating non-value add. (Current
project in process focused to save $4 million).
Dynamic interaction with a range of internal customers and business leads on a global basis and supporting customer
needs (e.g Cisco, Alcatel, Google).
Prepared cost estimates for proposed projects and evaluates cost factors. (Actual costs at 95% of estimate)
Analyzed work force utilization, facility layout, and operational data such as production costs, process flow charts,
and production schedules, to determine efficient utilization of employees and equipment.
Developed a strategy that involved frequent interaction with cross-functional Senior Managers on an inter- and intradivision basis to achieve common, mutual interest objectives.
Participate in the negotiation of terms and conditions that protect the best interest of Jabil and its customers. Negotiate
liability terms, special stocking arrangements, and other agreements that are outside of standard Jabil terms and conditions
Maintained efficiency of capacity and customer sizing, accurate revenue tracking and material control and liability.
Lead the support on the creation of Bills of Material (BOMs) and routings that allows accurate tracking of WIP
assemblies and accurate inventory movement transactions.
Performed material and capacity requirements analysis and collaborated with the customer for any constraints affecting
demand.
Achieved and maintained 100% on time delivery for 3 consecutive quarters.
Cross-functional lead for NPI (New Product Introduction) implementation including material sizing, procurement,
scheduling, and delivery to market.
Reviewed and analyzed production and quality reports to determine productivity, labor efficiency, cause of downtime and
non-conformity.
Carried out managerial responsibilities including interviewing, hiring & training employees; planning, assigning &
directing work; appraising performance; rewarding & disciplining employees; addressing complaints & resolving
problems.
Supported line/product transition from Florida to Mexico plant.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Master of Business Administration, expected June 2014
UNIVERSITY OF LECCE, Lecce, Italy
Master of Science in Material Innovation Electron Microscopy, 2001
JORDAN UNIVERSITY OF SCIENCE & TECHNOLOGY, Amman, Jordan
Bachelor of Mechanical Engineering, 1999
ADDITIONAL INFORMATION
Extensive international and cross cultural integration experience with multi cultures
English: Fluent Arabic: Fluent
Italian: Basic and conversational
Proficient in Microsoft Project and Visio. Experienced in SAP (ERP System)
US Citizen
2001
5348, Lee Ct
Skokie, IL 60077
Areas of Expertise
PROFESSIONAL EXPERIENCE
PEPSICO, Chicago, IL
2007 to Present
The worlds largest producer of food and beverage brands, with annual revenues of ~$60 billion, which includes 19 product
lines, each generating more than $1 billion in annual retail sales.
Page 2
2004 to 2007
Professional Accounting Services firm specializing in resource augmentation to fortune 1000 companies to
strategically support and extend their internal workforce.
SENIOR MANAGER, OFFICE MANAGER & TEAM LEAD (DEC. 2004 AUG. 2007)
SENIOR MANAGER (AUG. 2004 DEC. 2004)
Provided client service management in different capacities on audit engagements and special projects through
effective client management, interpersonal skills, and balancing client and Firm demands. Worked exclusively on
PricewaterhouseCoopers (PwC) projects, primarily managing Sarbanes-Oxley project for a $9BN client.
Identified, designed, and implemented creative business process controls solutions for complex business risks
while ensuring sox compliance. Delivered comprehensive analyses and documentation based on specific client
needs.
Managed performance evaluations and career development for 10+ team members and assigned PwC staff and
seniors on projects. Actively partnered with the Market Leaders/Executives to ensure excellent client satisfaction
and relations. Managed all aspects of the Chicago office including logistics and resource organization and
provided business development sales leads.
Notable achievement:
Through Commitment to superior client service earned fast track promotion based on producing excellent
client service, recruiting experienced consultants and demonstration of strong leadership skills.
Lead Chicago recruiter of consultants in 2004 and 2005.
TOPCO ASSOCIATES, Skokie, IL
2002 to 2004
Topco Associates, a privately held organization with 50+ member-owners that collectively represent more than
$120 billion in sales and thousands of stores in groceries and general merchandize.
CORPORATE AUDIT MANAGER
Reported directly to the audit committee, with quarterly reporting requirements, presentations and attendance
at the board meetings. Managed all aspects of the audit department for a $7BN company. Developed and executed
a risk-based audit plan in conjunction with internal and external clients. Managed a staff of five professionals.
Notable achievements:
Audit work resulted in the implementation of corporate-wide initiatives geared towards strengthening
various aspects of key internal control and process environments.
Led research on the adoption and relevance of compliance with Sarbanes-Oxley.
ERNST & Young, Chicago, IL
2000 to 2002
One of the nations leading professional services firms that provides audit, tax, consulting, and financial advisory services
across more than 20 industries.
SENIOR/LEAD AUDITOR - BUSINESS RISK SERVICES (Manufacturing, Retail and Distribution Group)
As senior auditor in the era of corporate audit outsourcing, traveled 95% providing client audit services and risk
management to various Fortune 500 clients.
Primary functions involved planning, organizing and managing all phases of audit engagements including
budgeting, supervision and review. Executed audit work in accordance with the clients audit plan, risk
management strategy, auditing standards and political trends. Analyzed client procedures and control environment
to identify potential non-compliance with standards and propose value added recommendations.
Professional:
PROFILE
Proven management, analytical and strategic skills with expertise in cultural diversity. Enthusiastic about work,
team leader, business oriented, focused on operational effectiveness and efficiency. Problem solver. Extensive
experience in corporate, contract negotiations and corporate governance. Responsible for innumerous start-ups
and acquisitions.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Executive MBA, degree expected December 2014
UNIVERSITY OF MINNESOTA LAW SCHOOL, Minneapolis, MN
LL.M., degree focus on international, corporate, and contractual law, 1999
Judicial Extern, The Hon. John R. Tunheim, U.S. District Court for the District of Minnesota, (Spring
1999). Observed trials, pre-trial hearings; wrote opinion memoranda and orders on civil and criminal
issues such as habeas corpus, contract liability, patent infringement, and industrial espionage.
Certified Student Attorney, University of Minnesota Domestic Violence Practice Clinic, Minneapolis,
MN, (Spring 1999). Working under the Student Practice Rule, represented clients in obtaining
restraining orders.
MACKENZIE UNIVERSITY LAW SCHOOL, So Paulo, SP
J.D. (5 year program), 1995
EXPERIENCE
ANDRIOLI, GIACOMINI, PORTO E CORTEZ ATTORNEYS AT LAW, So Paulo, Brazil 2004 - Present
Founding and Managing Partner
Founding and managing partner of a full service medium-sized law firm with currently thirty (30) professionals.
Responsible for building staff, developing partners` and associates`career plans, creating new business
opportunities. Expertise in M&A, corporate governance, administrative and contractual laws. Extensive
negotiation skills.
DEMAREST & ALMEIDA ASSOCIADOS ATTORNEYS AT LAW, So Paulo, Brazil
2001 - 2004
Associate Attorney
Worked with corporate, contractual and telecommunications laws.
Responsible for drafting IRUs, Sharing Infra-Structure Contracts, Supply and Installation of Equipment
between Telecommunications Providers, Memorandum of Opening of Telecommunications Market in
2001, Purchase and Sale of Assets, Spin-off, Incorporation, among others.
Responsible for drafting regulatory summaries relating to Laws such as 6.404/76 and 8.666/93.
ADDITIONAL INFORMATION
Continuing Education
Media, Cinema and Telecommunications at FGV, So Paulo (Summer 2008)
Mediation at the Brazilian Institute of the Energy Law IBDE, So Paulo (Summer 2005)
Globalization, U.S.P., So Paulo (Spring 2001)
Business Course in California, U.S.A. (Spring 1996)
Seminar: Finance applicable to Brazilian Law, So Paulo, Brazil (Summer 1995)
Seminar: Rules and Regulations regarding Brazilian Exports, So Paulo, Brazil (Winter 1993)
Professional Affiliations
Member of the Brazilian Bar Association
Member of the So Paulo Bar Association
Languages
Portuguese (native), English (fluent written and spoken) and German (Sprachdiplom I and II - attended
German High School in Stuttgart, Germany -Winter 1989).
DOCSLMA178390v2
Santiago Arango
Cra 9A # 96-21 Apt 302, Bogot, Colombia
Tel: +57 310 5806883 arangosantiago@gmail.com
PROFILE
Entrepreneur. Proven capabilities to create and develop businesses ideas from start-up to full-scale using marketing,
branding, advertising, finance, operations and hospitality. Marketing and communications experience added to retail
operations and management knowledge, specifically restaurant operations and franchise management. Experience in
doing business in Latin America, knowledge of Hispanic markets. Skill to communicate at all levels, proactive team
player, strategic leader, planner and conceptual thinker with financial skills added to commitment and passion. Have
been involved in the development and heightening of the governance structures in family business. Hands-on on
projects involved, team builder and creative under pressure and complex situations. Resourceful, eager to excel in an
operational, retail oriented business executive role guiding all stages of creation, strategy, execution, high impact
launch and growth of new businesses or operations in new markets.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Miami, FL/Evanston, IL
Executive MBA, degree expected December 2014
UNIVERSIDAD DE LOS ANDES, Bogot, Colombia
Postgraduate in Financial Management, 2010
Bachelor in Industrial Engineering, 2004
INSTITUTE OF CULINARY EDUCATION, New York, NY, USA
Diploman in Culinary Arts, 2008
Diploma in Culinary Management, 2008
EXPERIENCE
GRUPO ARTAK S.A.S., Bogot, Colombia
2012 - Present
Partner and General Manager
Created two restaurant concepts: La Fama Barbecue, a restaurant and bar with real southern barbecue smoked menu
and La Imperial, a high-end 120-seat American Nouveau restaurant. La Fama Barbecue has been open since
November 2012 (soon to open 2nd location) and La Imperial, currently under construction, both in Bogot, Colombia.
As General Manager, responsible for the operation of new concepts with Takami Restaurant Group
(www.grupotakami.com), from the start up and daily operation. Development of the concepts from the
conceptualization to the daily operation. Current employees: 50, estimated employees 2013: 120, current revenues:
2.5 mm USD, estimated revenues 2014: 8 mm USD.
Researched for the concept and the hiring of the staff, the budgeting and funding of each of the restaurants.
Negotiated and closed successfully the deal of the leases of the spaces, did the financial models in order to
present the investors the financial projections of both units.
PILATES PROWORKS LATINOAMERICA, Bogot, Colombia 2010 - Present
Partner and Financial Manager
Pilates ProWorks is a Pilates and wellness studio chain based in San Francisco, CA. Our group has the license to
operate in all major cities of Latin America. Currently more than 400 subscribed clientele, 3 locations and the leader
in wellness boutique Pilates studios in Bogot, Colombia. Responsible for the financial management.
Developed the managing IT platform to operate the chain, the financial modeling and operation of the
projected business.
Launched and expanded the business through private capital, with an operation of two studios in Bogot, now
selling 1.2MM USD annually.
DAR PAPAYA S.A.S. Bogot, Colombia
Partner and General Manager
2006 - 2012
LINE BAGGER-HANSEN
+33 6 08 751 757, lbaggerhansen2014@kellogg.northwestern.edu, 4, Rue Bernard Palissy, France, Paris 75006
SUMMARY
Senior Operations Strategy Executive with 11+ years of progressive leadership experience in EBITDA
maximization for client CPO, COO, CEO through large and complex transformation projects to improve all aspects
of supply chain performance: Operational Excellence Optimization, Strategic, Sustainable and Total-Cost Sourcing,
Program Management, change management, Business Growth & Turnarounds. A highly experienced executive with
demonstrated successful sales record, management consulting offer development, and people development for fast
career advancement (for clients and teams). Experience from 15 clients and 5 industries; Automotive, Industrial
Equipment, Fast-Moving Consumer Goods, Life Sciences, and Financial Services & Insurance. Noted for consistently
cutting costs, facilitating cross-functional and vendor collaborations, and maximizing team performance. Financially
savvy with proven $10-15 million project financials management, and strong leadership in various cultural
environments.
MBA from Kellogg School of Management, Northwestern University, USA.
EXPERIENCE
2004 Present
ACCENTURE MANAGEMENT CONSULTING, Paris, France
Senior Manager, Strategy (2010-present)
Promoted to sell and oversee implementation of most complex client operations transformation projects and deal
structures, to achieve cost reductions of up to $70 million, for revenues of $15-25 million for each project. Manage
teams of 15-35 resources in Paris, and outsourcing delivery centres in Mauritius Islands, USA, Asia, and Eastern
Europe. Report directly to the Head of Management Consulting in France. Responsibilities include management of
communication to client steering committees, stakeholders, and board members.
Selected Accomplishments:
Enabled 20% in expected client industry maintenance cost reduction through operations excellence best practise
and strategic sourcing implementation for 63 manufacturing sites. Initiative was in top 5 priorities of client:20132016
Led industrial maintenance sourcing transformation for all manufacturing sites worldwide of a leading tire
manufacturer, as Trusted Advisor to Industrial Group Procurement and director of a new Central Sourcing
Management Team, optimizing project management performance
Managed teams through high-workload blueprint diagnostics and project implementation phases, with
achievement of fast-track promotion of 1-5 team members each time (every six months)
Created specialized practices to re-codify client spare-parts and eliminate stock, generating 2-digit millions USD
in new sales
Built implementation plan for Procurement restructure and Joint Venture with another telecom group for a
leading European telecom group, appointed Trusted Advisor to the Procurement Group SI Director, the Group
Head of Finance, and the COMEX (Executive Committee)
Developed and led implementation in 12 client affiliates of a new procurement system infrastructure and
eSourcing solution, achieving sourcing cost reduction of 10%
Instituted sourcing performance measurement dashboard for entire integrated group IS solution: Contract
Management, eSourcing, Supplier Risk Management, and Master Data Management, optimizing client
procurement performance and talent management
Appointed consecutive organizer of Accentures CPO Circle round table for French Top 40 CPOs (Chief
Procurement Officers)
Manager, Strategy (2007-2010)
Led more transformation projects, such as
a re-sourcing of $39 billion spend for an American Car Manufacturer (Detroit, USA), managing a team of 15
consultants and +200 Commodity Buyers and Engineers, achieving 27% Total Cost (TCO) savings,
a Procurement Excellence Program for a Sanitary Ware Multi-national (headquartered in Belgium), and its
multinational Private Equity owner, temporarily assigned to the Interim Management Take-over of the European
procurement function, creating a Control Tower controlling all yearly negotiation of the company, reducing
COGS, SG&A, and Capital Expenditure by 11%,
development of a Tax Efficient Centre and Sourcing Transformation blue-print for strategic direct material and
commodity category sourcing for Leader in Diary, Baby and Nutritional Food Products (France), supervising a
cross-functional team of 13 consultants, and securing an additional sales revenue of $10 million
Selected Accomplishments:
Facilitated a consolidated re-sourcing of SG&A spend categories amongst Private Equity portfolio companies for
multi-national Private Equity Fund
Instrumental to Leader in Diary, Baby and Nutritional Food Products re-formulation of sourcing strategy for all
non-production SG&A spend ($2 billion) and Health & Functional Ingredients spend ($250 million),
achievement of benefits from open innovation vendor collaboration, and design of new sourcing activities for a
central sourcing centre: Mass Buying, Risk Management, Leading Competitive Country Sourcing, Tier 2
Supplier Negotiation, Brand Sourcing Management
Consultant, Strategy (2004-2007)
Recruited to optimize sourcing of materials and components on a worldwide scale, including reorganizing sourcing
processes, primarily for OEM clients in Automotive. Supervised teams in China, India, Polen, Mexico, and the US.
2003-2004
VISMA A/S, Elsinore, Denmark
Strategy Consultant
Advising on system alignment with corporate strategy and re-engineering of business processes, adding $2 million in
additional revenue in one year
2001-2002
NOVO NORDISK A/S, Copenhagen, Denmark
Leader of Italian Diabetes Community, E-business Department, International Marketing
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT
NORTHWESTERN UNIVERSITY, Miami, FL/Evanston, IL/Hongkong, China
Master of Business Administration - Strategy, Finance and Marketing
Expected 2014
1997
ADDITIONAL
Keynote speaker at conferences and author of Thought Leadership, Point of Views, and methodologies such as
Accentures Savings Handbook, 2010, Open Innovation: Whats Behind the Buzzword, 2011, Open
Innovation: Putting External Knowledge to Work Supply Chain Management Review, 2012
Fluent in Six Sigma, Kaizen, English, French, German, Danish (Mother Tongue)
Work permit: EU and USA. Expatriated 10+ years.
Jesse L. Baker II
1368 High Ridge Road
Stamford, CT 06903
(203) 536-5606
jbaker2013@kellogg.northwestern.edu
SUMMARY
Management Consultant and Information Technology Professional with demonstrated success in working
with business units, delivering high quality, cost effective software solutions and understanding emerging
technologies. Past experience in the following industries: Airlines, Hotel & Hospitality, Banking, Insurance,
Government, Defense Contracting, Finance, Telecommunications, Oil & Gas, Healthcare and Publishing.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Executive MBA, June 2013
VIRGINIA POLYTECHNIC AND STATE UNIVERSITY, Blacksburg, VA
BA, Biology, June 1992
EXPERIENCE
LEGG MASON, Stamford CT
2013-Present
Senior Project Manager/Business Analyst
Senior Project Manager for Web Services integration efforts with international banking institutions located
in London, China and New York City. Work directly with executive level staff to directly manage
information technology projects budgeted from $100k - $1M.
Hands on management of Project budget and spend forecast for application development projects.
ENTITLE DIRECT INSURANCE (Division of Partner RE), Stamford, CT
2010 - 2013
Senior Information Architect/Business Analyst
Lead Business Process re-engineering efforts to align business units to the emerging Enterprise Technology
Initiatives, reduce paper based procedures and overall production time. Resulted in processing from 50
orders per day to 150 orders per day.
Lead the business requirements gathering, technical design, development, data modeling and rollout effort
for mission critical Technology Platform: Entitle Direct Growth Engine (EDGE), which incorporates
pricing, vendor management, workflow, invoicing and web service integration. The EDGE platform
replaced an existing outdated system and it currently manages $10 Million in revenue.
GENERAL DYNAMICS, Pittsfield, MA
2008 - 2010
Senior Technology Engineer
Worked directly with internal lead and project client, Department of Homeland Security (DHS) to draft
project plans, produce staffing models and scope the requirements for the DHS project.
Designed the server architecture for 60+ blade servers spanning 2 hosting environments utilizing server
virtualization (VMware) along with a storage virtualization (SAN Implementation) to minimize hardware
procurement costs.
Delivered an integrated workflow process that spanned Sun Technologies, Microsoft SharePoint servers
with Oracle database.
Katie J. Banks
Education
August 2003
Work Experience
Institutional Capital LLC - Chicago, Illinois
Member of the Executive Management Committee, Policies and Procedures Team, Compliance Committee
and Risk Committee
Partner with Executive Management Committee to develop firm-wide initiatives and business strategy
Directly responsible for nearly 11% of the firms total annual operating budget
Support organizational change through direct participation in planning, communication and project
management in partnership with executives and managers
Partner with Executive Management Committee on succession planning initiatives and action plans
Responsible for identifying areas of risk within the human resources department and taking the necessary
steps to mitigate risk
Partner with outside legal counsel to ensure compliance with employment laws and update policies and
procedures accordingly
Coach and assist executives and managers in the identification and resolution of department and
employees issues
Responsible for identifying and assisting in the development of talent across the firm
Partner with the CFO on the administration of annual performance raises, bonus payments, compensation
programs and phantom equity plan
Responsible for the development, training, and management of the human resources staff
Responsible for payroll administration and maintaining payroll records in accordance with applicable
state and federal laws
Vice President and Director of Human Resources, May 2009 November 2011
Performed research and due diligence on employee benefit plans which lead to the selection of new health
insurance providers, resulting in a 40% decrease of costs in the first year, while maintaining the same level
of coverage for participants
Negotiated extension of office lease to add additional square footage and completed an office renovation of
$2M to account for current and future headcount needs
Assisted the President in the creation of a new department by creating job descriptions, outlining the
department structure and hiring for new employees within the department
Partnered with the President and CFO to create a firm wide compensation structure aimed at providing
clarity around annual salary increases and bonus payments
Updated and formalized the confidentiality policy and developed a new section addressing intellectual
property
Created performance evaluations for individual departments and trained managers on how to write and
administer effective evaluations
Assessed the risk, and performed an analysis of, the human resources policies at the firm and developed a
plan to update all policies and mitigate risk surrounding the human resources practices
Created and implemented a personnel manual containing all human resources policies
Established a formal recruiting process to ensure consistency in recruitment standards which included
creating and implementing an employment application
Administered human resources related responsibilities at over 25 branch locations for over 300
employees
Created and directed regional diversity and inclusion team which focused on work/life balance, retention,
diversity, and community service initiatives
Lowered unemployment taxes paid by the company in the state of Indiana to 0.60% (lowest tax bracket in
the state) by responding to all unemployment claims and including proper documentation regarding
employee terminations
Presented trainings on harassment and discrimination prevention, evaluation writing, new manager
orientation, interviewing, and union avoidance
Managed open enrollment process and educated employees on health insurance and 401k plan
Maintained affirmative action plan reports and presented findings and recommendations to management
Administered employee opinion survey, compiled data with management, and reported findings to
employees
Regional Human Resources Generalist Coordinator, October 2005 June 2007
Hired 10 part-time employees per month resulting in the elimination of reliance on third party staffing
agencies
Managed performance discipline and employee relations for part-time drivers and car porters
Conducted interviews with new hires and reported findings to upper management regarding recruiting
process, employee on-boarding, and job satisfaction
Completed new hire paperwork, entered employee information into PeopleSoft, maintained employee
files, conducted monthly audits and managed monthly performance evaluation completion
Provided customer service, informed customers of the rental process, marketed to corporate accounts and
conducted sales calls
Technical Competencies
ADP payroll products including Pay Expert, EZ Time Labor Management and HR & Benefits
Microsoft Office products including Outlook, Word, Excel and PowerPoint
Email: jpbarbee@gmail.com
JOHN BARBEE
Seasoned strategy and operations management consultant with global leadership experience. Deep
expertise in retail and wholesale supply chain and IT functions, with industry experience across softgoods, hard-goods, department store, specialty apparel, grocery, multi-media, and electronics. Skillsets
and experience work well with senior executives and for building effective teams led with purpose.
Experience
2006 to Present
Kurt Salmon
Atlanta, GA / New York, NY
Senior Manager
Kurt Salmon is a premier global consultancy that provides strategy and operations management
advisory and implementation services to retail and consumer goods companies.
Experiences include senior-level strategic supply chain and Omni-channel initiatives, cross-functional
operations and systems implementation, distribution and material handling design, process
improvement, and supply chain system implementation.
Strategy
Led and developed overall supply chain strategy and implementation recommendations, including
creating business-case presentations for C-level clients at specialty retail and department stores
Led and supported major supply chain strategy efforts including network design, organizational
design, vendor management, and Omni-channel (ship-from-store) initiatives
Led multiple cross-functional strategy and decisions to support the integration of supply chain
and IT functions across multiple operating companies, for direct and wholesale clients
Led and facilitated major RFP processes, totaling over $100M in capital spend, including supply
chain systems and material handling equipment for distribution centers of varying size and
complexity for clients across multiple retail and wholesale categories
Distribution Operations
Program managed large, complex global supply chain and distribution projects requiring
expansion or contraction of buildings, equipment, technology and infrastructure, and people for
wholesale, multi-media, and off-price clients, teams led range from 5 to 45 cross functional,
multinational team members
Led, managed, and supported many productivity improvement initiatives resulting in $500k to
$40M+ savings from better material handling equipment design or labor management programs
for clients across multiple retail and wholesale categories
Facilitated increased system throughput in mature, automated environments by over 30% through
better process and information design and management for off-price and specialty retail clients
Technology
Program and project managed numerous full cycle supply chain system implementations,
including over 15 WMS projects, with scope varying in operational complexity, systems and
equipment integration, and change management for clients across multiple retail and wholesale
categories
Led and managed major facility test plans for highly complex and automated facilities in retail
and wholesale, including extensive system and equipment integration for off-price and wholesale
clients
Developed and defined supply chain application strategies to support new or existing business
functions to reduce ongoing operating expenses associated with supporting the business for
specialty retail clients
Education
2013 to 2014
Led, advised, and implemented full cycle warehouse management systems with clients across
grocery, electronic, and retail market players improving supply chain effectiveness
Through project delivery excellence and client management, quickly promoted to lead positions
Designed, developed, and implemented early RFID processes into supply chain information
systems
2000 to 2004
Miami, FL/Evanston, IL
Atlanta, GA
Aron Beach
3500 Thomson Circle, Rocky River, OH 44116
(517) 974-9143
abeach2014@kellogg.northwestern.edu
SUMMARY OF QUALIFICATIONS
Chief Financial Officer with a strong operational track record of improving short and long-term financial
result by partnering with general management and functional leaders. Equally strong financial track record
working with private equity and banks on M&A transactions and treasury management. Broad functional
experience in consumer products, manufacturing and life sciences industries enhanced by recent MBA from
Kellogg School of Management at Northwestern University.
CORE COMPETENCIES
Turnaround Specialist: Skilled at going into companies with financial difficulties and re-aligning senior
leadership to focus and deliver on key issues. Have delivered more than $45MM of EBITDA
improvement from prior year baselines over the past eight years.
Financial Management/ Ownership: P&L, Balance Sheet and Cash Flow management and reporting to
private equity. In-depth budgeting experience, ranging from driving sales and marketing revenue plans
with new product launches by discussing current industry trends and drivers to creating a production plan
with staffing levels, inventory reductions, capacity constraints, insourcing and outsourcing, capital
budgeting and other cost saving initiatives.
Strategic Planning: Simplify business by linking resources and capabilities to competitive advantage by
evaluating existing assets and financial performance.
Leadership: Skilled at building and developing a team and handling all people and project management
functions by prioritizing and focusing staff to manage multiple, competing projects.
EMPLOYMENT HISTORY
ACCEL Performance Group LLC (formerly Prestolite Performance LLC and Prestolite Wire LLC);
Cleveland, OH Private Equity owned manufacturer and distributor of performance automotive aftermarket
and marine products. Eight brands with 10,000 finished good SKUs sold primarily through retail, internet
and warehouse distributors channels.
Chief Financial Officer
Vice President, Finance
May 2012-Present
January 2009-May 2012
Responsible for a staff of nine Finance employees and five IT employees. Early member of Senior Staff
turnaround team that delivered ~40% turnover in the first year through talent upgrades and reorganization.
Worked closely with Presidents to change company culture and focus to rebuild and simplify the
organization. Responsible for monthly presentations to private equity group focused on all aspects of
financials, including working capital and cash flow.
Select Accomplishments
Developed the first company strategic plan with a cross-functional team by aligning current company
assets and capabilities with growth opportunities to create a clear value creation proposition.
Successfully restructured Bank Debt Agreement after company was split from Prestolite Wire in 2012.
Worked through covenant requirements to create two separate equity events in 2013.
Divested Marine business unit in 2013 by building CIM and financial carve-out, and negotiating with
private equity and strategic buyers, allowing company to focus on automotive business. Identified a
potential tax savings and worked with private equity tax group and auditors to create a $200k tax
savings.
Acquired brand of safety products by leading financial diligence and private equity presentation in
2010. Frequently worked closely with private equity ownership on evaluation of potential acquisitions.
Worked closely with China sourcing office to implement $2.5MM in sourcing savings over four years.
Initiated demand forecasting by SKU and structured a min/max inventory system for volatile SKUs
prior to overhaul of Supply Chain organization. Partnered with new supply chain organization to
continue improvement of on-time delivery from 70% in 2009 to 92% in 2011 (no metric pre-2009).
Improved labor productivity by 75% over five years by creating actionable metrics and focus.
Negotiated $90k grant from the City of Brooklyn, OH to keep the business in Brooklyn.
Improved processes such as linking budgets to key constraints and cost drivers; implementation of
capital expense reviews to measure EVA, MVA, IRR and Payback Period; monthly balance sheet
reconciliations; and working capital forecasting.
Focused management and changed culture to use data to drive decision-making through developing and
reviewing key metrics, redesigning financial statements, creating P&L by business units and creating a
data warehouse to access data.
Thermo Fisher Scientific - ~$40B (market cap) industry leader with extensive portfolio of products for
improving science.
Matrix Technologies; Hudson, NH ($80MM manufacturer and distributor of laboratory equipment and
consumables with direct sales force and international operations consisting of 350 employees and more than
1000 customers)
Site Controller
Manager, Cost Accounting and Financial Analyst
Financial Analyst
Global responsibility for financial results of product line, while managing a staff of eight US employees
and three UK employees consisting of AR, AP, General Accounting, Cost Accounting and Financial
Analysis. Instrumental member of management team that generated 83% Operating Income growth
through a system of strong cost controls, increased efficiencies and strategic initiatives.
Select Accomplishments
Linked the marketing SKU budget to global sales managers and factories, allowing for detailed staffing
analysis and capacity analysis for equipment. Tracked SKU performance to adjust pricing based on
competitive landscape, discontinue products or launch promotions.
Used financial results to focus on new annual cost saving programs, such as: freight reduction ($150k),
Sales Discounts on slow moving inventory ($200k) and labor savings ($300k). Developed new standard
cost system that reduced variances from over $4.0MM in 2006 to less than $300k in 2007.
Developed key metrics such as inventory turns by SKU and products class, labor and machine utilization
which, resulting in plan to increase production ahead of demand spike, helping beat budgeted EBITDA
by 10% and avoid backorder.
Piloted projects to improve regulatory requirements which included registering and qualifying for sales
tax, implementing tax software with automatic updates and automating tax filings. Launched project to
register for Portuguese and German VAT registration for UK operation, reducing tax burden by $300k
for international transfer of fixed assets.
Developed a complete reporting system and calendar to eliminate the fragmented, inconsistent reporting
that existed, resulting in common figures to manage the business.
Staff Accountant
May 2005-December 2005
Fisher Scientific ($1.0B annual revenue Divisional Headquarters; Southfield, MI)
Designed accounting for division wide rebate program for major customer.
Developed standard monthly reporting book, compiling key metrics of 17 sites.
Lason, Inc. (Now HOV Systems; Livonia, MI and Houston, TX) $40MM (annual revenue) print and mail
division within Business Process Outsourcing company with $100MM in revenues.
Financial Analyst
October 2002-May 2005
Joined as company was emerging from bankruptcy to improve financial controls and turnaround.
EDUCATION
Kellogg School of Management, Northwestern University - MBA, General
Management (expected completion May 2014)
Michigan State University BA, Accounting
ADDITIONAL INFORMATION
Kellogg School of Management, Executive Education Competitive Strategy
Evanston, IL
East Lansing, MI
Evanston, IL
Coralie Berg
2 Avery Street, # 20D
Boston, MA 02111
SUMMARY
18 years accounting experience; 13 years experience in the medical device industry; controller-level
Extensive work with start-ups, from inception to initial product launch to final liquidity event
Accounting and financial reporting in accordance with GAAP
Fiscal audits at year end & coordination of tax return preparation
Human resources - personnel files, benefits administration, employee handbook, etc.
Stock option administration and coordination with counsel
Insurance programs, contract review, sales taxes, property taxes, etc.
All aspects of G&A; internal/operational focus.
EXPERIENCE
Independent Consultant, Boston, MA
Various Clients-Mostly Medical Device Companies in Silicon Valley
2007-Present
Consulting Controller
All aspects of G&A functions for startup companies, both venture and angel-backed.
Current clients are mostly Medical Device; also include a Telecom and a Software company
Extensive work with audit firms, outside counsel, venture capital firms for due diligence, valuation firms
for 409A.
Accounting, human resources, benefits, payroll, stock option administration, insurance, tax filings.
Support set-up of European subsidiaries for distribution including working closely with logistics company,
local accounting firm and legal representative to satisfy local requirements.
Implementation and/or migration of Accounting and ERP systems.
ZOLL Circulation, Sunnyvale, CA
Formerly Revivant Corporation, acquired by ZOLL Medical in October 2004
2004-2007
Controller/HR Mgr
Responsible for all accounting functions including budgeting, month end close, cost analysis, payroll, AP
and for order processing.
Supported CEO during acquisition of the Company with due diligence, investors and employees questions.
Provided support to Operations with cost analysis including make vs buy.
Insured compliance in regard to all Financial covenants, tax and reporting requirements. Worked closely
with bank, investors, various tax and employment agencies, auditors.
Responsible for compliance of subsidiary under section 404 of Sarbanes-Oxley and supported Corporate
with SOX review of European offices.
Responsible for HR functions, including compensation packages, health benefits, 401K, options, employees
related issues.
Upgraded significantly the Employee benefit package to improve employee retention and offer competitive
package to attract new talent.
2003
Controller
Managed various accounting functions of the subsidiary. Responsible for budgeting, monthly close and
reporting of the subsidiary. .
Insured compliance for Sarbanes-Oxley by developing processes documentation, testing and correcting
these processes as needed.
ArthroCare Corporation, Sunnyvale, CA
Medical Devices Company with close to $90M in revenue
1998-2002
Asst Controller
Responsible for corporate accounting functions including general and cost accounting, consolidation, A/R,
cash management, stock administration, payroll. Responsible for Internal and SEC reporting
Extensive support of subsidiaries in Europe and Costa Rica.
Instrumental in setting up the Costa Rica Manufacturing plant accounting system (QAD).
Implemented International Tax strategy.
Other positions include Accounting manager and Cost Accountant:
Responsible for AP, Taxes, Cost, Fixed Assets
Supported Operations with Cost analysis, variances analysis, inventory tracking.
Supported Sales & Marketing with Revenue and sales analysis. Optimized use or ERP system to automate
and improve reporting for Accounting and Sales.
Set up Fixed Assets system to automate tracking ( FAS)
Applied Materials, Santa Clara, CA
Publicly traded, global, semi conductor manufacturing equipment with over $1 billion in revenue.
1993-1997
EDUCATION
Kellogg School of Management, Northwestern University, Evanston, IL
Executive MBA, degree expected December 2014
Santa Clara University, Santa Clara, CA
BS Business Administration in Accounting, Magna cum laude, 1991
Lorenzo Bergamaschi
1301 249 Way SE, Sammamish, WA 98075
(425) 213-7118, lorenzo_bergamaschi@hotmail.com
www.linkedin.com/in/lorenzobergamaschi
SUMMARY
A data driven and result oriented senior executive with significant expertise in new business incubation,
product management and marketing strategy. An innovative, collaborative, strategic thinker with strong
leadership skills and passionate about team and individual growth and development. Exceptional
analytical and problem-solving proficiency. Global mindset with multi-cultural experience developed in
Europe and North America. MBA at Kellogg School of Management, Northwestern University,
Evanston, IL.
EXPERIENCE
MICROSOFT CORPORATION, Redmond, WA
2000 Present
Lorenzo Bergamaschi
1994 - 2000
1993 - 1994
Lorenzo Bergamaschi
Jeremy R. Bernard
N7818 State Park Road
Sherwood, WI 54169
Phone: (630) 742-1956 Email: jfaquatics@yahoo.com
PROFESSIONAL EXPERIENCE
Oshkosh Corporation
Oshkosh, Wisconsin
Managing Director
2007 2008
Accomplishments:
Served as Managing Director for International Engines Europe GmbH and International Engines Germany GmbH
on a two year Foreign Service assignment leading our collaboration with MAN Nutzfahrzeuge AG in Nrnberg,
Germany.
Successfully launched Internationals first contract engine assembly program which was also our first European
engine program. Producing and shipping 767 big bore diesel engines for severe service and heavy truck
applications in the North American market.
Delivered fully PPAPed engine assemblies and machined component groups for PV/Market seed builds, Truck
Divisions Job 1, and North American production launch.
Managed a cross functional team across both Truck and Engine Divisions to support critical daily production
requirements and continuous improvements.
Developed a return goods process for machined component groups sourced with MAN Nrnberg, Salzgitter, and
Munich.
Supply Manager
2005 - 2007
Accomplishments:
Developed and implemented complete component sourcing strategies which provided industry leading
performance, world class cost structure, best in class quality, and supported global growth.
Mitigated any risks of production interruptions during a severe world wide tire shortage with the execution of a
global tire supply strategy and a new truck sales technique.
Drove a cross functional team through a strategic global tire sourcing strategy which achieved $3.5 million in
savings the first year and will achieve over $40 million in savings before complete implementation.
Developed and implemented a strategic tire/wheel assembly resource plan to mitigate risk, address capacity, reduce
cost, and improve inventory accuracy. Achieved minimum annual cost reductions equal to $2 million.
Jeremy R Bernard
Page 2
Identified and implemented an opportunity to source a $150 million annual spend with a female minority owned
tier one supplier.
Drafted an International branded tire strategy for both OE production and aftermarket sales generating a new
revenue stream for Internationals Truck Division. This strategy was fully accepted and supported by executive
management.
EDUCATION
Kellogg School of Management, Northwestern University Evanston, Illinois
Executive MBA
2011 - 2013
1997 1999
1994 1997
CAREER SKILLS
Global Negotiations
Program & Project Management
Supplier Management & Development
Strategic Planning & Deployment
Product Launch Management
Lean Manufacturing
ACHIEVEMENTS
THOMAS BETLEY
E8996 Hwy PF
Prairie du Sac, WI 53578
608.393.3001
tbetley2014@kellogg.northwestern.edu
Largest Single Installation Ready To Eat (RTE) Meat Ovens Troy, OH 2011, 2012
ADAM H. BORCZ
Acquisition/transaction team member, portfolio company operations and refinancing at private equity firm
Lead revenue generator, achieving new sales over $3.75 billion since 2009 in global energy company
As a Program Manager and Nuclear Submarine Officer, led a 40-person team in the safe operation and maintenance of a
$250 million mechanical division
Recognized for leadership and revenue generation with a rare ability to function effectively on a strategic and tactical level.
EXPERIENCE
ANNAPOLIS, MD
ASSOCIATE
(2014)
Responsible for identifying new acquisition opportunities, leading due diligence and valuations for a middle-market private
equity firm engaged in multiple business segments including defense, manufacturing and services.
USEC INC.
BETHESDA, MD
DIRECTOR, SALES, MARKETING & SALES BUSINESS UNIT
(2013)
Senior leader charged with identification of strategic revenue opportunities with new & existing customers and the U.S.
Government in a $10 billion global fuel market.
Negotiated and closed the largest commercial contract in company history valued over $1.3 billion
Lead evaluator of commercial proposals, contracts and pricing analyses, ranging from $100 million to $1 billion
Development a complex financial model for $600 million of power procurement activities
DEPARTMENT OF DEFENSE
Formulated TS/SCI briefings for the intelligence community supporting National Security Council collection objectives for
deployed naval assets in Central & East Asia
ADAM H. BORCZ
Recognized for exceptional leadership ability, earned distinction over 100 other naval officers
EDUCATION
Catholic University
Master of Science in Engineering: Management Engineering
Washington, DC (2007)
INTERNATIONAL EXPERIENCE
Western Europe | Middle East | East Asia
Annapolis, MD (2001)
Ansuman Bose
100 Cold Spring Road, 316A || Rocky Hill CT 06067 USA||510-300-7028 (M) ||ansumanbose@gmail.com
SUMMARY
Innovative and customer focused senior executive with 14 years of experience in IT consulting services
Responsible for multi-site, multi-customer operations globally with with multi-million dollar P&L responsibility
Expert in customer communication management in Healthcare , Insurance and Retirement products
Have a strong exposure to multiple IT products, technologies, tools and possess considerable experience in
various IT frameworks and methodologies
Lead Portfolio in Insurance vertical to strategize and execute programs to re-engineer and modernize customer
communications in healthcare and insurance
Recruiting, staffing, building team to execute and deliver various programs and projects across 7 Insurance and 5
Financial Services clients
Strategize and develop niche COTS products competency centers to generate revenue for the unit
Generating new business over three MUSD by developing consulting offerings, solution acclerators and domain
COEs
Built customer communication management unit and helped it grow from zero to five million USD annual
revenue currently servicing Allstate Financials, Aetna Inc., CareFirst, GAIC and Nationwide Insurance
Helped build Customer Communication Management Center of Excellence (CC COE) for customers
Planned and established China operation for the unit
ANSUMAN BOSE
PAGE |1
Infosys/Genworth Financial
Managed team of consultants and developers to build risk surveillance platform for asset backed and mortgage
backed securities
Managed project issues, risks and reported weekly and monthly project status to client IT director
Instituted various strategies to improve quality and productivity of deliverables
Gathered requirements and elicited use cases through business stakeholder interviews and JAD sessions
Responsible for data and object modeling for Plan, member, claim and provider domains
Planned, monitored and tracked tasks and activities for the development and business analyst teams for various
projects
Managed multiple projects to launch new HMO and PPO products
Had SLA responsibility and delivered with 100% SLA adherence for system maintenance and support
Provided process consultancy for productivity and performance improvements in operations and systems
Kellogg School of Management, Northwestern University, Evanston, IL. Executive MBA (expected June 2014)
Bachelor in Chemical Engineering (1996-2000) from National Institute of Technology, Rourkela, India.
Valedictorian in class
Certified in General Insurance by Insurance Institute of America - Property and Casualty (P&C) INS21, INS22 &
INS23
AHIP : Fundamentals of Healthcare - Part A & B, Certified Software Quality Analyst (CSQA) - 2006
Special Achievements
Won HP Visionary award Best interactive application, Sep 2011 for solution developed for Aetna Inc.
Evaluated in the Band 1+ category (top 5% performers) in Infosys for last three years
Winner of Infosys Award of Excellence 2012 for Project Excellence
Winner of Infosys Strategy NY/NJ/NE Circle 2013
Awarded Most Valuable Captain Oct 2007 in Infosys
ANSUMAN BOSE
PAGE |2
KAY BRADLEY
1822 South Bishop St. Apt. 305 | Chicago, IL 60608 |kobradley@gmail.com | 312.401.3108
PROFILE
Outcome oriented advertising professional with a solid track record of developing and executing integrated communication
strategies that generate measurable results for organizations. Trusted partner to senior marketing leaders due to proven
strategic thinking, creative problem solving and leadership skills. Expertise in branding, consumer insights, engagement
planning and digital strategy, with a focus on unearthing behavior changing insights to inform effective messaging and media
strategies that bridge online and offline worlds. Excellent presentation and team communication skills and recognized for an
ability to foster integration between cross-functional teams.
PROFESSIONAL EXPERIENCE
Cramer Krasselt, Chicago IL (2009-Present)
Full service independent advertising agency with 500+ employees and $1B in billings
Account Experience
Cedar Fair Entertainment Company, Crocs, Edward Jones, Heinz, Panera Bread, Porsche & Under Armour
Vice President, Planning Director
2011-Present
Lead strategic positioning for Panera Breads Live Consciously. Eat Deliciously campaign that consists of a fully integrated
communications plan including online advertising, social media, email, PR, microsite, print, TV, OOH, transit, and radio.
Campaign resulted in a 23 percentage point increase in purchase intent and 24 percentage point increase in familiarity
within the brand tracker just three months after launch and generated an 18 percentage point increase in brand
advocacy. The microsite received million visits from people who spent an average of 21 minutes on the site. The online
video received over 2MM YouTube views and the social component generated nearly 1MM interactions.
Developed brand positioning for 13 amusement parks within the Cedar Fair Entertainment Company park portfolio (E.g.
Cedar Point, Knotts Berry Farm, Canadas Wonderland, Californias Great America). Conducted consumer research and
market sizing analysis to determine key growth segments. Developed and implemented integrated messaging and
channel strategies to reach and motivate audiences through online and offline media. Campaign increased 2011 to 2012
year over year revenue for the organization by $40MM.
Responsible for strategic development for agency new business pitch wins including the $40MM Panera Bread, $50MM
Cedar Fair Entertainment and $20MM Porsche accounts.
Launched Edward Jones Iconoclast advertising campaign and responsible for ongoing campaign evolution. Helped
develop digital extensions of the campaign through content partnerships like Edward Jones Chatting Cage on MLB.com
and Good Morning Americas Newsmakers". Collectively the campaign has increased consumer consideration for the
firm by 15 percentage points since 2009.
Develop messaging and contact strategies for Edward Jones performance marketing initiatives. Expanding direct
marketing program to include a coordinated contact strategy through direct mail and one-to-one digital channels.
Supervise two brand planners. Responsible for overall development through mentorship, training, performance
evaluations and day-to-day instruction.
Senior Brand Planner
2009-2011
Directed media engagement planning and strategic development for Heinzs Ore-Ida brand. Success with this initiative
increased agency responsibilities to include approximately $30MM in media planning and buying.
Launched global rebranding effort for Crocs shoes through the Feel the Love campaign. Successfully increased
consideration among target audience by 4 percentage points and reduced negative consideration among general
population by 7 percentage points in just two months. Increased client revenue 55% from 2009 to 2011 and drove a 10
point increase in stock price from March 2010 to March 2011.
Developed digital campaign for Under Armour womens line. Increased Under Armours relevance among young female
athletes and drove growth in womens sales that outpaced growth in mens sales during same time period.
Supervised brand planner and helped foster her development from junior planner to planner.
(2005-2009)
International advertising agency with over 1,200 employees, offices in 15 countries and $115MM in revenue
Account Responsibilities
Carnival Cruise Lines, City Year, RadioShack, Purina & Volvo
Senior Brand Planner
2008-2009
Developed brand strategy for Carnival Cruise Lines. Redefined target audience and developed new positioning which
inspired the Fun for All. All for Fun. advertising campaign. Designed and conducted consumer vacation planning study
to inform online communication strategy.
Managed rebranding effort for City Year, non-profit service organization. Identified insights among millennial audience
that informed advertising and media strategy in effort to encourage participation and increase qualified applications to
the corps.
Participated in Planning for Good; collection of brand planners who conceptualize strategic solutions for marketing of
non-profit organizations.
Brand Planner, Arnold Worldwide
2007-2008
Managed daytoday brand planning responsibilities including the strategic development for RadioShacks Do Stuff
campaign and product promotional marketing efforts. Managed research initiatives including creative testing and brand
tracking.
Nominated for and completed coursework for American Association of Advertising Agencies Institute for Advanced
Advertising Studies.
Assistant Brand Planner, Arnold Worldwide
2006-2007
Helped develop Volvos Life is Better campaign which separates Volvo from other premium car brands by selling
togetherness vs. status to car lovers who place a premium on shared experiences.
Produced proprietary crossindustry green study in collaboration with Arnolds business insights team. Educated clients
about ways to effectively approach green marketing through discrete segments of green consumers.
Assistant Account Manager, Arnold Worldwide
Account Management Intern, Arnold Worldwide
Advertising Intern, NL Partners
Assistant Athletic Director, North Yarmouth Academy
2005-2006
Summer 2005
Spring 2005
2004-2005
ADDITIONAL EXPERIENCE
Junior board member, Off the Street Club, Chicago, IL
Marketing consultant; Advisor to the board, Shortbord, Boston, MA
Consumer insights consultant, Nine Naturals, Chicago, IL
2010 - Present
2009 -2010
2010 - 2011
EDUCATION
Kellogg School of Management, Northwestern University
Evanston, IL Executive Masters of Business Administration
Amherst College
2004
Amherst, MA B.A. Psychology
Womens Varsity Soccer 2000-2003, Captain 2003; Friends of Amherst Award 2003; NESCAC Champions 2001, 2003; NCAA
Regional Champions 2002; NCAA Finalists 2001; ECAC Champions 2000
Class Senator, Amherst Association of Students, Senior Class Chairman
SATISH BRAHME
218 Thrush Circle, Lindenhurst, IL 60046
Cell: 847-749-6431
sbrahme2014@kellogg.northwestern.edu
Major Accomplishments:
Represented the protocol stack for the Call Performance initiative and identified the development roadmap,
which improved Motorola handsets performance from a poor (1%) dropped call rate to a best-in-class
(below 0.4%) on the ATT network over a period of 3 years.
Lead the development of a low cost solution in co-ordination with Agilent, for measuring Data Throughput
KPIs in simulated fading environments. This was effectively utilized to assess and improve the data
performance of every software release prior to the conformance testing for AT&T.
Achieved Digital Six Sigma Green Belt by automation and improvement of log analysis of call setup, call
drop, and data continuity issues, which resulted in an estimated saving of $250K worth in engineering effort.
Senior Software Staff Engineer Oct 2000 Apr 2005
Lead the development for WCDMA Measurements, Compressed Mode and Inter Frequency Handovers, as a
part of the 3G signaling stack software team.
Oversaw the live network IOT to successfully enable Inter-Frequency Handovers feature in the H3G UK
network. This involved 4 months of daily co-ordination with the customer mobile handsets technical
supervisor, and the UK based Motorola field test team, remotely, while managing the local software
development team for the analysis and resolution of issues from the testing.
Tested the first Intra-Freq Handover with Motorola handset software and NEC, Japan 3G network; Was
located in London for a month to support customer (H3G) IOT for mobility during voice and video calls
Completed MS in Computer Science from Illinois Institute of Technology, Chicago, while working full
time, with a GPA 3.9/4.0
Software Staff Engineer Jul 1999 Sep 2000
Relocated to the US through Motorola internal opportunity with the GSM Cellular handset software team
Motorola India Electronics Ltd., Bangalore, India
Feb 1994 Jun 1999
Lead Software Engineer
Was recruited to join Motorola as a Software Engineer. Received 2 promotions to be a Lead Software Engineer.
CMC Ltd., Mumbai, India
Engineer Information Technology and Operations
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Executive Master of Business Administration, Jun 2014
ILLINOIS INSTITUTE OF TECHNOLOGY, Chicago, IL
Master of Science in Computer Science, 2001
UNIVERSITY OF POONA, Pune, India
Bachelor of Engineering in Electronics and Telecommunications, 1989
ADDITIONAL INFORMATION
Jerome Bryant
EXECUTIVE PROFILE
Business Strategy Expert Chief Information Officer Turnaround Manager
Information Technology Leader Operations Budget Management P&L Management
Top-level business executive with more than sixteen years of success driving shareholder values by transforming business strategies
and maximizing profits through innovative IT solutions. A highly collaborative corporate leader and trusted boardroom confidant.
Communicates effectively, institutes initiatives and creates positive change, efficiencies and increased profitability.
Transforms organizations by streamlining organizations and systems, reducing in time to market, slashing costs and boosting quality,
employee and client satisfaction. Leads cost-effective initiatives, ensuring timeliness and functionality. Creates a strategic vision by
building upon the inputs of sales, marketing, operations, general management and financial teams. Tailors large-scale process change
initiatives using organizational behavior skills in environments where results and growth are paramount. Extensive qualifications in the
following competencies:
Business Strategy & Planning
Certified Six Sigma Black Belt
Financial Reporting & Compliance
Organizational & Staff Development
Regulatory Compliance
ERP Strategy & Implementation
Program Management & Implementation
Change Management
Ecommerce Strategy
Information Security
Mobile Payment Strategy
Business Process Management
CAREER SYNOPSIS
Aurora Financial Systems, Chicago, IL
2009-Present
CHIEF INFORMATION OFFICER
Establish business strategy and IT operations for a global issuing payment card processor. Handle application and infrastructure
development, telecommunications, systems architecture, program management and network infrastructure. Leads and directs security,
regulatory compliance, business analysis, quality assurance, and business process engineering. Handles front-to-back project
management responsibility for business applications and products. Oversees sales and client engagements and P&L management.
Achieved PCI-DSS Level 1 compliance in ten months by leading the corporate compliance and information security efforts.
Built team of top-notch professionals from the ground up; successfully manages a global 120-member team with a $250 million
annual budget supporting 30 million users.
Generated $30 million in 2012 revenue (EBITDA) by developing SaaS delivery model for hosted customer support, fraud
protection, and payment card systems.
Reduced costs 32% by ensuring proper business cases through portfolio approach to project selection.
Delivered a 30% overall program reduction, successfully eliminating non-value-add programs, by creating and leading program
management office and IT governance model that defined structures, processes, and ROI-based resource alignment.
Improved overall revenue stream by 20% and accelerated go-to-market delivery of products through comprehensive process
improvements.
Managed multiple concurrent programs that ranged in size from $5 million to $25 million, on time and within budget.
Global management consulting firm focusing on ERP implementations, operations, business strategy and planning.
2004-2009
2001-2004
Defined ITIL and SEI CMM Level 2 & 3 compliant processes for multiple divisions which reduced missing items on customer
statements by 70% and reduced defects in electronic channels by 88%.
Key member of enterprise-level software engineering process group aiding all divisions to transfer knowledge of CMM, standards
& procedures, and software engineering practices.
Boosted production 500% and improved efficiency by implementing process improvement initiatives.
Saved $350,000 and improved on-time delivery from 45% to 95% by developing and automating a standard enterprise deployment
procedure.
Britannica.com, Chicago, IL
2000-2001
Drove gain of 400 thousand users achieved Top 500 Internet Site recognition by PC Data, and generated $700 thousand in new
revenue despite collapsing market for the product.
1999-2000
E-COMMERCE DEVELOPMENT TEAM LEAD
Led and directed multi-disciplinary development team of 15 software developers. Developed and managed project plans and schedules
for multiple projects. Handled troubleshooting on NT servers consisting of IIS 4.0, ColdFusion, and SQL Server 7.0. Identified and
resolved technical, change management and manpower planning issues affecting the project.
EARLY CAREER: SOFTWARE ENGINEER II, MOTOROLA, ARLINGTON HEIGHTS, IL.
BOARD MEMBERSHIP
Dreams for Kids, Executive Board Member. Dreams for Kids is a volunteer-based charity focused on educational
opportunities for at-risk and disabled youth.
MARK A. BUCHMANN
1020 Timber Lane Wilmette, Illinois 60091
(847)-853-1467 (O) (847)-769-2885 (M) Buchmann@certanet.com
SUMMARY
Hands-on Technology Executive with 19 years of progressive leadership experience in Internetworking, Security Systems,
Learning Design & Implementation, Technology Training and Consulting. A highly experienced executive with
demonstrated successful delivery of complex technology projects on time and on budget. International experience in data
storage, remote access and enterprise edge with focus on business continuity. Successfully operating a technical services
company for 17 years with steady growth and profitability. Proven investment track record with significant portfolio growth.
AREAS OF EXPERTISE:
Management:
Business owner / operator
P&L Management
Entrepreneurship and Strategy
Building high performance teams
Mentoring and leadership
Client relationship management
16+ years management experience
Experienced project manager
Technology:
Cisco CCIE
Cisco IOS & Nexus Instructor
Author/Technical Editor
17+ years Enterprise IT experience
System Integration and
optimization
Re-Engineering network
infrastructures
Expert in: BGP & OSPF
Administration:
Resource and Asset Optimization
Problem solving and crisis
management
International business experience
Security and risk management
Infrastructure Operations
Purchase and renewal negotiation
Strong interpersonal skills
SELECTED ACHIEVEMENTS
17 years as principal of Certa Net, Inc.
Lead Network Engineer for EDS on Bank of America contract upon their acquisition of Fleet Boston resulting in a
$1.1B+ contract addition
Cisco Certified Internetworking Expert #3556 (Recertified 4/19/2011)
Certified Cisco Systems Instructor #95062
Certified Cisco Design Associate
Nexus 1K 7K certified Data Center Instructor and engineering expert
Lead Network Engineer for EDS working with BoA governance team designing LAN/WAN standards and engineering
design implementation practices providing standardized topologies and reduced costs.
LAN Tower Lead for migration and integration of new standards between EDS and BoA including leveraging existing
assets, new equipment acquisition, justifying expenses, and managing all implementation team members.
Consulting Design Engineer for large router migration from EIGRP to OSPF/BGP reducing complexity and costs while
building consistency throughout the network.
Contractor with large north Chicago hospital during network wide upgrade and optimization including all
documentation, configuration templates, equipment refresh, and implementation of best practices.
Contractor with leading Chicago based law firm for network wide upgrade and optimization
Author/Technical Editor of best-selling book series for Syngress Publishing
Authored Global Knowledges Cisco Router Configuration Part 1 & 2: Course
Authored Alcatels Interior Gateway Protocols course for the ACIE certification program developed under
subcontract to Synaptic Solutions
17 years Cisco Systems instructor from introductory to CCIE level material
Traveled to over 30 countries in Europe, Mediterranean, South America, and the Mid-East
Shift supervisor, Instructor, Collateral Duty Inspector, Fleet Air Reconnaissance Squadron Two
PROFESSIONAL EXPERIENCE:
Red Ridge Financial Group: Jan 2012 Present
Director - Servicing the financial needs of our clients with; Direct Investment, Due Diligence Services, Debt Advisory,
Background Verification Services and other products.
Certa Net, LLC (formerly Certanet Inc. / MAB Enterprises, Inc): Jan 1997 Present
CEO providing technical training and consulting services for IT network infrastructures and security. Responsibilities
included day to day as well as vision based planning. Manage multiple nationwide maintenance and support contracts.
Coordinate subcontractors, client relationships, and marketing. Key projects included delivery of IT classes to clients
nationally and internationally. Network engineering in compliance with federal, state, and industry standards related to
medical, manufacturing, and legal industries. Lead contract engineer and coordinator for a leading communications company
during a complete network redesign.
EDS/Bank of America: Nov 2002 Dec 2004
LAN Tower Lead High-profile management position responsible for interfacing with BoA Governance team, managing
network migration and integration, fiscal overview, management of 10 direct and over 60 dotted line staff, and enforced
contractual obligations.
VP/Manager Responsible for Differentiated Services network topology for BoA. Resulting up time was 99.99% while
under my control. Seamlessly redesigned and integrated a new network topology consisting of production, R&D, servers and
critical trading architectures encompassing over 18,000 active ports.
International Communications Management, Inc: Sep 1993 Dec 1996
Director of Technical Training Responsible for all IT instructors deployed throughout the United States, technical
documentation and manuals, equipment procurement and contract closings. During that time exceeded performance plans
and surpassed target revenues three consecutive years. Responsible for quality assurance officer for all technical publications
produced
COO Gateway Networks, Incorporated (Subsidiary) - Developed and implemented a business plan resulting in a 67% sales
increase in five months while reducing costs 30% in eight months. Managed 14 sales associates with 100% retention rate.
Responsibilities included creating business policies and procedures
American Electronics Warfare Associates, Incorporated: Aug 1992 Aug 1993
Designed, built and ran six test labs to create and test electronic counter measures for U.S. Navy. Responsibilities included
management of a $2.5 million budget, acting liaison with government contract executives, and directly managing 4
technicians and ensured contract compliance.
Active Duty, United States Navy: Sep 1986 Aug 1992
Fleet Air Reconnaissance Squadron Two (VQ-2), Rota, Spain - Aircrewman/Avionics Electronics Technician, Shift
supervisor, quality assurance inspector and senior technician for special projects and installations work center. Evaluator,
and primary flight instructor, for specialized signal processing, electronic warfare, and observer positions. Veteran of
Operations Desert Shield, Desert Storm, Provide Comfort, and Sharp Edge. Granted greater than top secret security
clearance. Home ported in Rota Spain, and lived off base within the Spanish economy. Honorable discharge.
EDUCATION
Adam F. Camp
HIGHLIGHTS
Demonstrated project management skills necessary to develop energy generation facilities and to execute complex
power transactions for the largest wind farm owner in North America.
Strategic thinker developing and managing regions, targeting the best opportunities with limited time and resources.
Aggressive self-starter skilled in developing and maintaining strong customer relationships.
A natural leader with excellent communication, interpersonal, and negotiation skills with the highest level of integrity.
PROFESSIONAL EXPERIENCE
Project Director | Renewable Energy Development | NextEra Energy Canada, ULC | April 2010 December 2012
Responsible for development and commercial contract origination aspects for wind energy projects in Canada, the U.S.
Northeast and parts of the PJM electric market to include leading due diligence in acquisitions.
Negotiated and executed a 20 year power purchase agreement (PPA) for a 100 MW portion of a project in PJM
territory providing an estimated USD$21.5 million of annual revenue
Led the effort for contracting an 80 MW wind farm in Alberta, Canada to include the origination and structure of a 10
year contract providing an estimated CAD$12.6 MM of annual revenue
Originated and negotiated a USD$6.5 million purchase of an asset sale for development rights to a 100 MW project that
was ultimately constructed
Led and managed real estate and project asset acquisitions in Canada
Managed strategic customer and regulatory relationships
Project Manager | Renewable Energy Development | NextEra Energy Resources, LLC | August 2007 March 2010
Responsible for all aspects of development for wind energy projects in the Southwest Power Pool (SPP) Region of the
United States including all electric and real estate negotiations, permits, and financial modeling. Managed a development
budget of $5 MM for the development of six separate wind farms to mature for approval and ultimately construction.
Successfully led the project team to support Treasury for the project financing of a 99 MW wind farm in a 260 MW
USD$305 million private placement financing, closing in only 3 months after the Commercial Operation Date (COD)
Gained project approval from Board of Directors and the necessary capital investment of $192 million
Negotiated a 20 year contract for 99 MW output, providing USD$20.2 MM of revenue annually
Negotiated terms of 87 crossing agreements with 18 different pipeline, utility, county, and state entities
Successfully deployed 11 meteorological towers throughout the southern Midwest for four separate project areas
Gained management approval for a $40 million gearbox repair facility to repair turbines for a 7,000 turbine wind flee
Captain | Operations and Logistics | U.S. Army | June 2002 June 2007
International Supply Chain and Logistics with various assignments and leadership positions throughout the Pacific,
European, and Central Asian theatres. Led and managed numerous tactical supply missions and humanitarian aid missions
distinguished with various awards, in garrison and forward deployed.
Awarded the Bronze Star Service Medal
Implemented an inventory management system that reduced monthly food expenditures by USD$2 million, also
resulting in storage reductions of dry and freezer containers by 30%, which saved USD$8.7 million for the year
Stream-lined fresh fruit and vegetable orders worth USD$250,000 weekly and decreased in-transit spoilage to less
than 1% from 10 12% by reducing deliveries by 48 96 hours
Led and organized humanitarian aid projects that distributed 1.4 million pounds of food to 70,000 Afghani nationals
Managed a 125 person multinational team in Korea providing airdrop supply support for forces in the Pacific Theater.
Responsible for the maintenance and readiness of $30 million of equipment and vehicles.
EDUCATION
Masters of Business Administration | Northwestern University Kellogg School of Management | 2013
Bachelor of Arts | Accounting | Gordon College | 2002
Captain Varsity Baseball; Boston College/Northeastern University Army ROTC scholarship and commission
Other Community Activities and Interests: Traveled to Peru and Haiti on missions supporting schools and orphanages;
traveled to over 30 countries and spent four years abroad.
SUMMARY
Human Resources and Compliance Executive with 15+ years of progressive leadership experience as a
Business Partner, skilled at achieving organizational objectives by leveraging people strategies. Proven
experience collaborating with senior management to conduct comprehensive, strategic people planning.
Results and bottom-line oriented with a track record of promoting innovative solutions to business
challenges. Selected in 2013 for companys Global Leadership Development Program (short-term
assignment in Singapore). Key competencies include:
Change Management
Talent Management
Employee Relations
Employee Engagement
Diversity & Inclusion Programs
BUSINESS EXPERIENCE
ROCKWELL COLLINS (NYSE: COL)
2011 Present
Responsible for strategic oversight of the companys code of conduct, ethics and compliance
strategies & policies, reporting directly to the Office of the General Counsel
o Rockwell Collins (RC) has since been recognized as one of the Worlds Most Ethical
Companies by the Ethisphere Institute in 2011 through 2013
o Developed global RC communications campaign to coincide with code of conduct refresh
o Partner with RC HRs Learning & Development Team to devise and deploy annual ethics
training and communications strategies (e.g., videos, promos)
Lead team of seven investigators across all domestic and international locations (e.g., EuMEA, APAC
sites), managing all internal investigations into code of conduct violations
Serve as primary interface with the RC Executive Steering Committee on Ethics (consisting of CHRO,
CFO, and GC) on all matters related to business conduct and international compliance
Interface directly with the RC Board of Directors Audit Committee, presenting quarterly status
updates & metrics on the companys ethics program
Coordinate all required Federal Acquisition Regulations filings to the Department of Defense
Liaise with Internal Audit and work collaboratively with counsel on all litigation preparation
Designed and implemented cost savings measures (lean, continuous improvement) that reengineered case management protocol, saving $500K in 2012 and 2013
Implemented ethics and compliance programming at two joint ventures in China
Co-located with the Chief Operating Officer and business unit Vice Presidents for the Government
Systems (GS) division of Rockwell Collins, reporting directly to the Vice President of GS HR
Responsible for Human Resources consultation and strategy to an organization with annual revenues
of $2.9B and 4,000 employees across three continents
Partnered with HR domains to deliver critical thinking and solutions-based strategies in the following
areas; workforce planning, analytics, (executive) compensation (salary planning), talent management
& succession planning
Led multiple cross-functional teams to design and implement strategies that positively affected
employee engagement scores, retention and inclusion metrics during period of 10% CAGR in GS
Conducted merger & acquisition due diligence on four targets, assisting to successfully people
integrate two engineering firms (800 employees); established talent acquisition processes and HR
policies at two joint ventures
Responsible for the development, implementation and execution of Rockwell Collins University
Relations strategy; all new graduate and intern hiring (entry-level engineers, co-operative
learning experiences, and faculty externships) during a downturn in business conditions
o Manage staff of five recruiters, recruiting across 25 college campuses annually (including
all Top 10 Engineering Colleges; filling 700 positions in fiscal year with a budget of $2M
Partner with HR, Engineering, and Business Unit Leadership to develop workforce plans and
subsequent talent management (attract, retain, develop) strategies for critical engineering
domains; implemented Engineering Rotation Program for key disciplines
Managed and administered Rockwell Collins 27 Affirmative Action & EEO Programs
Project lead responsible for design & implement of the RC Diversity & Inclusion Scorecard
o Cadenced CEO and Executive Team quarterly on Diversity & Inclusion progress
Accountable for managing all Department of Labor & Office of Federal Contract Compliance
procedures / audits
Project Lead for launching RC Employee Networks (i.e., employee resource groups)
2002 2005
Muscatine, IA
$2billion firm that serves as the worlds second largest marketer and manufacturer of office furniture and hearth
products, 10,000 employees across its nine operating companies.
Member and Community Relations (HR) Generalist, Allsteel
Responsible for employee relations matters at HQ and manufacturing facility, ~1000 employees
Responsible for monitoring the organizations workforce diversity and inclusion programs
o Reported to the Vice President of Organizational Development
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT
NORTHWESTERN UNIVERSITY
Master of Business Administration Strategy, Finance, Marketing
ST. AMBROSE UNIVERSITY
Bachelor of Science International Business
Evanston, IL
Davenport, IA
ADDITIONAL INFORMATION
Senior Professional in Human Resources (SPHR) designation
(Former) Commissioner, State of Iowas Division of Latino Affairs (Governor-appointed, from 2009-2011)
Bilingual; fully proficient in Spanish and English
Ileana Castrillo
1605 Euclid Ave. Apt C-2, Miami Beach, FL 33139
(786) 223-0882 Ileana.Castrillo@gmail.com
Published author and expert in technology-driven business process improvement. Industrial engineer with 12 years of
experience successfully leading global, large-scale system implementations that help IT organizations better serve the
needs of the business and become a key strategic partner. Currently pursuing an executive MBA from Northwestern
University's Kellogg School of Management.
AREAS OF EXCELLENCE
Program Management
Process Improvement
Enterprise Architecture
Project Leadership
Client Relations
Business Intelligence
Business Development
Sales and Compensation
Mergers & Acquisitions
EXPERIENCE
CITRIX SYSTEMS, INC., Ft. Lauderdale, FL
Business Relationship / Program Manager, Solutions Delivery Go-To-Market Portfolio (2012 Present)
Responsible for the successful completion of all Sales-driven initiatives worldwide, including Citrixs highest priority
IT projects amounting to $8 million in capital investment per year.
Led a team of 50+ cross-functional resources through the requirements, design and implementation of a
multi-dimensional territory hierarchy and management solution that enabled Citrix Sales to segment and
target its customer base in a previously unprecedented fashion. This 2-year program also delivered data
modeling capabilities and improvements in commissionable sales data quality.
Led the second project in Citrix IT to follow pure Agile methodology for developing a customized
SalesForce solution that delivered 55% - 60% in time savings associated with monthly and quarterly sales rep
and territory update processes.
Led IT work stream of the commissions processing system upgrade, consisting of a new configuration and
hierarchy that enabled the standardization of commissionable rules across regions. As a result, Sales
requested that the role be expanded, beyond IT components, to leading the end-to-end implementation.
Presented proposal for portfolio leadership positions, including a resource management pilot.
Recommendations were adopted by Solutions Delivery senior staff and implemented across all portfolios.
Evaluated performance and skill level of consulting resources and recommended business analysts for fulltime hire, who were subsequently converted, resulting in 22% growth of the team.
Business Relationship / Program Manager, Solutions Delivery Back-Office Portfolio (2011 2012)
Responsible for the successful completion of all Operations-driven IT initiatives, which amounted to $4 million in
capital investment and included solutions for Order-to-Cash, Procure-to-Pay and Supply Chain Management
processes. Accountable for the back-office integration of mergers and acquisitions and new product launches.
Recognized for the smoothest quarter end in recorded Citrix history as a direct result of collaborative, proactive planning and management of issues; end-of-quarter accounts for 30-40% of net order value.
Led the successful integration of acquired companies sales, services, products, and back-office operations
with Citrix standard processes/systems against aggressive product announcement timelines.
Drove the adoption of a process hierarchy for defining scope and business impact of IT initiatives.
Developed methodology to objectively measure the benefit of process improvement initiatives, including IT
automation projects, and drove adoption of the methodology, which was incorporated into the Citrix IT
Project Life Cycle.
Streamlined the product launch readiness processes, resulting in time savings of 80% across 6 business units
and a higher level of accountability for driving the qualification and delivery of IT requirements.
Participated in QBRs and presented quarterly updates to the VP of Operations and direct reports.
Publication: Rountree D, Castrillo I, The Basics of Cloud Computing: Understanding the Fundamentals of Cloud
Computing in Theory and Practice: Syngress, 2013
Technical Review: Rountree D, Federated Identity Primer: Syngress, 2012
Organizations: Project Management Institute (PMI), South Florida Technology Alliance (SFTA), International
Institute of Business Analysis (IIBA), University of Miami Alumni Association Board of Directors
Certifications: Business Process Management Notation (BPMN), Six Sigma Green Belt, Microsoft Certified
Systems Engineer (MCSE), Citrix Certified Sales Professional (CCSP), Citrix Certified Administrator (CCA),
Citrix Certified Enterprise Administrator (CCEA)
Fluent in English, Spanish, French, Italian, and Portuguese
Dual Spanish and US citizenship status
Nanji Chandra
Drove a complete reorganization of Delhaize Americas Client, Retail and Enterprise Platforms in an 8 month
period driving increased efficiencies, improved risk posture and service levels
Turned around a failing IT Ops organization within Cigna and turned it into a high efficiency, proactive, high
performance team with an over 230% productivity improvement. The group is now considered an enterprise-wide
benchmark.
Developed and implemented a new outsourcing strategy that reduced offshore outsourcing costs 39%,
increased on-time delivery and quality 63%, and cut go-to-market time several-fold as Global Product
Development Manager for Danaher/Veeder-Root delivering multi-million dollar savings.
Reengineered a failing Global Disaster Recovery Program for ManpowerGroups Global IS group while
simultaneously reducing annual test costs by 27%.
Conceived, Planned and Managed an Operational Excellence Program: an ITIL Framework implementation for
the Dept. of IT - State of Connecticut resulting in a 37% improvement in customer satisfaction, 73% reduction in
the number of critical incidents and lowered downtime of mission critical State Public Facing Apps by over
300%.
EXPERIENCE
down costs and increase service quality. Implemented ServiceNow replacing a legacy Enterprise Service
Management system
Decreased North American and Global Disaster Recovery Test costs by 27% and reduced Recovery Times for
mission critical applications by 34%.
Drove a staff reorganization effort reducing staff costs by 43% resulting in a $20 Million saving
2000 - 2001
RITESH P. CHAUBE
1609 Bear Crossing Cir. Apopka FL 32703
Phone: 352-246-6324
Email: rchaube2014@kellogg.northwestern.edu
SUMMARY
Seasoned Technology Leader, Entrepreneur and Dealmaker with 14 years of experience in managing high
energy, fast-paced IT operations with teams and infrastructure spread over multiple continents. Diverse
experience in partnering and deal-making with Venture Capitalists, Private Equity and "Old money" as C-Suite
officer of a string of high growth companies.
EXPERIENCE
GROUP INTERACTIVE, Gainesville, FL
2009 2013
Chief Technology Officer/Founder
Fully responsible for teams assigned with design, development and deployment of web applications,
API, iPhone/iPad apps, Android apps, and Facebook apps for several products in the Educational and
Greek Services domain.
Created, trained and led a team of program managers, designers, software engineers, and testers spread
over three continents, increasing software production 900% over 4 years.
Headed business development, branding, social presence, and marketing functions to explore new
horizontals resulting in a 500% increase in brand awareness and social presence over the last two years.
Negotiated favorable multi-year contracts and tightened vertical integration with technology partners
including Akamai, 4info resulting in significant supplier costs and disaster response times over
previous years.
ATLANTIC.NET, Orlando, FL
2003 Present
Senior Programming Lead
Headed the cross-functional team comprising of sales, marketing and customer experience personnel to
analyze causes of high bounce rates and oversaw deployment of advanced analytical tools to gain
insight on customer navigation behavior resulting in 76% reduction in bounce rates and 45% reduction
in marketing spending, and 36% increase in customer signups over previous years.
Led team from IT, Operations and Customer Support functions to develop training artifacts and conduct
problem analysis sessions resulting in reduction of new hire training lead-time by 65% and reduction in
customer support incidents by 53% over previous years.
Led design, development and maintenance of Cloud hosting solutions with teams comprising of two
project managers and nine developers spread over three countries, accounting for over $1.2 million in IT
spending.
Oversaw development, deployment and maintenance of web-based systems for multiple product lines
including shared hosting, dial up, VOIP phone systems, dedicated servers, and virtual servers.
Assisted the CEO on strategic analysis of new entrepreneurial ventures, and vertical acquisitions.
Assisted with analysis of pricing and product placement strategies, to facilitate decisions on allocation
of marketing spend.
INFOSYS TECHNOLOGIES LTD., India
2000 - 2001
Software Engineer
Led a team of ten designers and six software engineers to develop high-level design requirements for a
turnkey project for a travel industry titan, accounting for $9 million in revenue, and secured customer
sign-off within 80% of allotted timeframe.
Successfully oversaw design and development of numerous domestic software projects with team sizes
of five to ten software engineers using Weblogic, JSP, EJB, PERL, Oracle 8i within 90% of assigned
timeframe and resources.
EDUCATION
MBA, Strategy & Finance, Kellogg School of Management, Northwestern University, expected Dec 2014
MS, Decision & Information Sciences, University of Florida, May 2003, GPA: 3.86/4.00.
Bachelor of Engineering, Mumbai, India, May 1998, Merit scholar, First Class with Honors.
Diploma in Engineering, Mumbai, India, May 1995, Merit scholar, Graduated Top of the class.
ADDITIONAL INFORMATION
Technical Skills
Computer Languages and Technologies: C, C++, PHP 5, Perl 6, COM+, ASPX, C#.Net Framework,
VB/VBScript, JQuery/JS, Python, R statistical software, Object definition language, J2EE, Java Beans,
Servlets, JDBC,JSP, EJB.
Knowledge Analysis: Machine learning algorithms, neural networks, and personalization models.
Servers: Weblogic, Jboss, Tomcat, Websphere, Apache.
Databases: SQL Server, Oracle, MySQL, Matisse OODB, PostgreSQL.
Filesystems: ext4, ZFS
Key/Value Stores: Redis, Cassandra, CouchDB
Virtualization: KVM, ISCSI over Infiniband, Libvirt
Turnkey IT Setups and operations with Amazon Web Services, Rackspace, Google Cloud
Patents
U.S. Patent # 2011/0218846 Systems and methods for tracking referrals among a plurality of members
of a social network, et.al., issued Sept 2011.
Awards/Honors/Recognitions
2010 Cade Prize for Innovation, et. al.
YCombinator Class of Summer 2012
Certificate of Excellence at Infosys Technologies Ltd.
Certificate of Merit for first rank in both years of Engineering.
Merit Scholar, University of Mumbai.
Activities
Cloud Advisory Council OEM Cloud Technology Initiative
NJABL.org Widely adopted spam prevention list
CIO/CTO Leadership Council
Alliance for Nonprofit Management
Society for Nonprofit Organizations
____________________________________________________________________________________________
PROFESSIONAL EXPERIENCE
CHILDRENS HOSPITAL OF WISCONSIN, Milwaukee, WI
2007-Present
Ranked in top 5 of Childrens Hospitals in the nation by Parents magazine in 2013. Provides primary care,
specialty care, urgent care, emergency care, community health services, and foster and adoption service.
Director, National Outcomes Center (2012-Present)
Leading a team of RNs, statisticians, outcomes specialists and assistants in outcomes studies and projects
which support partnerships with national colleagues, support medical leader priorities for outcomes
measurement and support the strategic plan. Report to Chief Medical Officer, Vice President, Quality.
Major Accomplishments:
Co-leading the multi-year system-wide Balanced Scorecard Quality initiative to improve
immunization rates, demonstrating improvement for four years in a row to date.
Leading a team to develop and implement a multi-center registry for congenital heart disease (eight
national centers) to describe and improve care for children with congenital heart disease.
Director, Outcomes (2007-2012)
Returned to Childrens to lead a team of RNs, statisticians, outcomes specialists, data and decision support
analysts and assistants in hospital quality reporting and outcomes analysis projects which support medical
director outcomes priorities and the strategic plan.
Major Accomplishments:
Raised the department employee commitment survey results from Tier 3 in 2006 to Tier 1 in 2007.
Developed and implemented the system-wide balanced scorecard service excellence measures.
THE ACADEMY OF NUTRITION AND DIETETICS, Chicago, IL
2005-2007
The Academy of Nutrition and Dietetics is the worlds largest organization of nutrition and dietetic professionals.
The Academy's over 75,000 members help shape the food choices and impact the nutritional status of the public.
Director, Quality Management
Opportunity to lead the national membership in defining standards and scope of professional practice and to
represent and lead the membership in national quality initiatives.
Major Accomplishments:
Lead a national initiative to define and document professional and technical standards of practice.
Represented the Academy at national forums (e.g. National Committee for Quality Assurance, The
Joint Commission, and American Osteopathic Association).
Co-authored professional publications and communications.
1990-2005
1988-1990
Clinical Dietitian
Provided clinical nutrition support primarily for intensive care, pediatric and closed head injury patients.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Master of Business Administration, degree expected June, 2014
Focus on US Healthcare, Innovation Strategy, Decision Analytics, and Aligning Incentives.
MOUNT MARY COLLEGE, Milwaukee, WI
Master of Science-Clinical Nutrition, 1998
MOUNT MARY COLLEGE, Milwaukee, WI
Bachelor of Science-Dietetics / Registered Dietitian, 1988
ADDITIONAL INFORMATION
One international presentation, two national presentations, and 18 peer reviewed publications.
Treasurer, Board of Directors, Exchange Club of Greater Milwaukee for the Prevention of Child Abuse.
Volunteer reviewer, Institutional Review Board, Childrens Hospital of Wisconsin.
Daniel J. Consigli
9731 Coronado Lake Drive Boynton Beach, FL 33437
dconsigli@yahoo.com Mobile: 617.943.5003
FINANCE AND OPERATIONS EXECUTIVE
Results oriented, decisive, and innovative leader with more than 15 years of extensive management experience in
finance and operations in the financial services industry Confident leader, strong organizational and presentation
skills, strategic thinker and planner International experience in managing divisions in Europe, India, South Africa,
Australia and Latin America Executive MBA from Kellogg School of Management, Northwestern University
EXPERIENCE
ISRAEL DISCOUNT BANK OF NEW YORK, North Miami, FL
2010 - Present
Finance and Operations Executive SVP
Division Chief Operations Officer and Finance Officer for the business lines of Private Banking, Corporate lending,
Commercial Real Estate lending, Branch Teller and International Latin American Private Banking with full P&L
responsibilities of $325mm in assets and $740mm in deposits. Major responsibilities include: management of
division, strategy and marketing of products and services for the business unit; finance functions of revenue and
expenses management, budgeting, forecasting, and variance analysis for division; operations in the division
supporting business including staff management, regulatory reporting, compliance, audit, HR, and Technology
oversight.
Brought financial stability to division, removed downgraded credit facilities from lending operations
Designed auditing and compliance standards and brought division from fair to well controlled audit status
Moved company from Federal Government cease and deceased status to active status with operational redesign
Implemented Sarbanes Oxley attestation and Dodd-Frank compliance programs
Installed a new branch capture system which increased operational productivity by 23%
Reduced divisional expense basis by 34% for stronger profit contribution
Designed and implemented disaster recovery solution and business continuity planning for region
COLLABERA INC,
2008 - 2010
Senior Consultant, Banking & Financial assignments
Key client assignments:
Consultant, Bank of America, Charlotte, NC: Managed Bank and Asset Management merger of Bank of America
and Merrill Lynch (2010)
Consultant, Peoples United Bank, US Travel: Senior advisor to executives on merger consolidation (2009 2010)
Consultant/Interim CFO, North Broward Preparatory Schools, LLC, Coconut Creek, FL: Financial Advisor of
P&L management, budgeting and forecasting. Developed new staff structure, hired staff. (2008 2009)
J.P. MORGAN CHASE BANK & COMPANY, Boston, MA/Boca Raton, FL
2003 - 2008
Division CFO/COO Managing Director, Boston, MA
Divisional Chief Financial Officer and Chief Operations Officer with oversight of 18 divisions globally, full P&L
responsibility of $850mm for SEC registered services division. Operational responsibilities included mergers and
acquisitions, operations and strategy. Financial Responsibilities included oversight of accounting, auditing, financial
planning, budgeting & forecasting, modeling, trending, tax management, and policy governance.
Managed teams globally across Europe, Asia, India, Australia and North America with proven management and
leadership style for 50 staff with 10 direct reports
Negotiated and implemented real estate expansion strategy in Boston region for 400 staff, 600,000 sq ft of space
Board of Directors- Officer duties and management of Legal Entity J.P. Morgan Investor Services Company
Assistant CFO/COO Vice President, Boca Raton, FL
Managed financial and accounting operations for Asset Management and Private Banking business
Responsible for mergers and acquisitions division, focusing on financial integrations of entities for Asset
Management and Private Banking lines of businesses of JPMorgan and Chase merger, and BankOne merger
Oversight of legal entity accounting, finance, treasury, regulatory reporting including 10K/10Q filings
Promoted to Division CFO/COO in Boston region
1994 - 1998
1993 - 1994
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Executive Master of Business Administration, Expected Graduation June 2014
BABSON COLLEGE, Entrepreneurial School of Management, Wellesley, MA
Bachelor of Science degree, majors in Finance, Investments, Economics, 1993
PROFESSIONAL ASSOCIATIONS & AFFILIATIONS
Affiliations: Securities Industry Association(SIA), National Investment Company Service Association (NICSA),
Office of Federal Housing Enterprise Oversight (OFHEO), Public Company Accounting Oversight Board
(PCAOB), Institute of Internal Auditors(IIA), Treasury Club of Boston, Florida International Bankers Association
(FIBA), and Beacon Council.
Financial Executives International (FEI) member FEI Awareness Committee board director
Board of Director Member J.P. Morgan Investor Services Co.
ADDITIONAL INFORMATION
Joshua J. Coster
2350 North 90th Street, Wauwatosa, WI 53226
Cell: 414-534-0684
joshuacoster@gmail.com
LEADERSHIP/STRATEGY/OPERATIONS
Operations leader and strategic business planner with 12 years of management experience. Proven track record
of maximizing resource utilization, process development and improvement. Strong leadership within both union
and non-union facilities, problem resolution, and accomplished customer interface skills across diverse cultures
and locations with international experience. Results oriented, decisive, and innovative leader who thrives in a
fast-paced environment while remaining pragmatic and focused. Lean certified. Executive MBA from Kellogg
School of Management.
PROFESSIONAL EXPERIENCE
Joy Global Inc., Milwaukee, WI
2010 - Present
$4.4B global firm based in Milwaukee, WI; manufacturer of both surface and underground mining equipment
Manager, OE Planning, International/Domestic Subcontract; Surface Mining Group
8/2013 - Present
Promoted into this position to create synergies between three distinct departments. Develop a strategic, longterm, subcontract plan for Milwaukee Operations. Align factories core competencies while developing and
leveraging our relationships with our subcontract partners.
Responsible for a total salaried staff of 21 team members supporting 3 distinct departments with operations
located in Milwaukee (Wisconsin) and Tianjin (China)
Materials and Planning Group (SIOP, demand planning/forecasting, inventory, new product development,
master production scheduling, capacity planning)
International and Domestic Subcontract Groups, 120 + domestic and international suppliers with $150M +
annual spend on fabrication, machining, and assembly (accountable for key performance indicators: Safety,
Quality, Delivery, Cost performance at each vendor)
Report directly to the Vice President of Global Operations
Logistics Manager, Surface Mining Group
2011 - 2013
Awarded this position to spearhead the implementation of the Logistics Organization within the company.
Operating at Director-Level with responsibility for a management team of 6 Managers and 245 indirect reports
(United Steelworkers) across a 24/7 operation on 3 distinct factory campuses. Manage an annual operating
budget of $28M, in addition to $4M capital projects. Overall responsibility for Warehousing (Inbound and
Outbound), Aftermarket Distribution, Transportation Department, Product Finishing Factory
(Paint/Pack/Ship)all focused on supporting both internal factories and external customers around the world.
Implemented new methodologies that provided improvements in past due backlogs, warehousing and
shipping velocities; decreased past due by $8.7M, improved all warehouse metrics on average 45-85%
Developed a functional strategy that involved frequent interaction with Senior Vice Presidents to achieve
streamlined operations to meet customer demand. Achieved go-ahead to implement strategy
Strategic Network Design Project; Key member of global team developing organizations future supply
chain strategy; analyzing warehouse and inventory optimization through global network across 6 global
regions (North and South America, Australia, China, Europe, and South Africa)
On Time Delivery Strategy Team; Key member of cross functional team working to improve organizations
OTD to 95%
Report directly to the Vice President of Aftermarket Parts and Service
Focus Factory Manager OE Product Finishing Factory
2010 - 2011
Responsible for a management team of 8 (production managers, factory planners, project managers), in addition
to 45 indirect reports across 3 distinct departments; support the final manufacturing process (paint, pack, ship).
Accountable for delivery of a $25-30M product to customers around the globe in particular, China, Russia,
India, Brazil, Australia, Canada, Chile, Peru, and South Africa
Established factory metrics and led daily operations; reduced lead time of final shipment time by 59%
Developed strategic approach to reduce safety incidents by 80%
Organized and led international audit team to improve upon departments quality and key delivery metrics
within the Australian and Canadian market
Led Kaizen events throughout factory, significantly reduced lead times while improving flow
Accountable for $5.8M of equipment; 80,000 square foot production space; $5.7M operating budget
Recruited to join Joy Global to establish and enhance logistics procedures and accountability
2013
Guido DalAcqua
100 E Main St. Waukesha, WI 53186
Cell +1 (414) 324-9000
gdalacqua2014@kellogg.northwestern.edu
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
MBA, degree expected December, 2014.
Study abroad:
HKUST School of Business and Management, Hong Kong University of Science and Technology
Deal Making in China and Asia
Understanding Consumers
Recanati Graduate School of Business Administration, Tel Aviv University
Venture Capital
Product Management for Technology Companies
UNICAMP STATE UNIVERSITY OF CAMPINAS, Campinas, SP, Brazil
Bachelor of Science in Civil Engineering, 2004.
PROFESSIONAL EXPERIENCE
GE HEALTHCARE, Milwaukee, WI, USA
2010 - Present
Headquartered in the United Kingdom, GE Healthcare is an $18 billion unit of General Electric Company
(NYSE: GE).
Americas Productivity Program Manager (2014 Present)
Promoted into this role with the challenge to grow the program 10% ($15M OP + $1.5M Stretch). Drive and
implement the operational platform to reduce Service material cost in the Americas region. Lead a team of
analysts and warehouse operations to maximize material productivity and reduce fulfillment cycle time together
with 40+ suppliers. Work closely with Europe and Asia regions to drive process simplification, consistency and
best practice benchmarking.
Global Productivity Project Leader (2010 2014)
Developed the global material productivity strategy on MRI and X-Ray portfolio which represents $40M spent
annually. Led a high performance global cross-functional team throughout all phases of the project cycle from
engineering development to implementation. Ensured the project implementation complies with quality and
does not affect customer fulfillment. Took entrepreneurial challenges within a large organization with the
mission to drive the development and implementation of the material productivity strategy for Latin America.
The strategy was to create the infrastructure platform in Brazil to support the growing demand for service of
medical devices in the Latin America region. Potential savings of $2M/year in duties and transportation costs
ADDITIONAL INFORMATION
Specialization in Railroad Engineering (PUC Pontifical Catholic University of Minas Gerais, Brazil).
Specialization in Project Management (IBMEC Brazilian Institute of Capital Markets, Brazil).
Native Portuguese speaker, fluent in English and Spanish.
H-1B U.S. work visa holder.
Passionate for travelling and learning about new cultures and people.
Michael G. Davis
14441 W. IL Route 60 / Lake Forest, IL 60045
Home 704-705-2319 / Cell 847-643-6237
mdavis2014@kellogg.northwestern.edu
SUMMARY
Shared Services Director for $9B wholesale distributor. Currently on international assignment in Panama City,
Panama. Thirteen years of audit & consulting experience helping internal and external clients manage risk,
reduce cost, and optimize performance. Partner with senior management to provide independent advice
regarding operational, financial, and information technology-related trends and associated risks and
opportunities. Consulting experience across a wide range of industries, including Fortune 1000 companies in
retail, banking, manufacturing, energy, mining, communications and software. Skilled account / project manager
and business developer, as well as team leader & mentor. Simultaneously manage the execution of multiple
client engagements and project teams.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Master of Business Administration, degree expected November 2014
BRIGHAM YOUNG UNIVERSITY, Provo, UT
Bachelor of Arts (International Relations), August 2000
PROFESSIONAL EXPERIENCE
WW GRAINGER, Lake Forest, IL / Panama City, Panama
2011- Present
$9B global distributor of maintenance, repair and operating products (MRO), headquartered in Lake Forest, IL.
Director, Financial Shared Services, 2013 - Present
Currently on expatriate assignment in Panama City, Panama. Lead a group of 48 professionals responsible for
delivering best in class service to business partners through efficient transaction processing and innovative
business process solutions.
Director of Internal Audit, 2011 - 2013
Led a global internal audit practice with 29 professionals, including five direct reports. Under the direction of
the Audit Committee and VP of Internal Audit, managed financial, operational, and information technology
audits and risk assessments worldwide. Performed control-related due diligence reviews for company
acquisitions in Europe and Latin America. Recruited high performing team members and managed external
consultant relationships. Oversaw the implementation of Enterprise Risk Management and Continuous
Monitoring frameworks.
Major Accomplishments:
Led successful implementation of an enterprise-wide continuous monitoring framework and integrity
checks to assist management with compliance and improve operating margins.
Lead the overhaul of managements Sarbanes-Oxley compliance PMO, creating new efficiencies
including on-line training programs and automation of testing activities.
Co-led a management committee in the development of rewards and recognition programs for the
Finance organization, increasing awareness and consistency across the organization.
In response to a changing company risk profile, managed the creation of new audit group focused on
government sales, regulatory compliance, and continuous monitoring.
Led special projects at the request of senior management, including due diligence on M&A transactions
and fraud investigations.
Between 1994 and 1996, lived in the coastal and central regions of Colombia as volunteer missionary.
Bilingual fluent in Spanish with extensive international and cross-cultural integration experience in
Latin America.
Certified in Risk and Information Systems Control (CRISC) / Certified Information System Auditor
(CISA) / Certified in the Governance of Enterprise IT (CGEIT)
Ganesh Devarajan
Phone: 315 450 2827 E-mail: ganesh.devarajan@gmail.com
PROFILE
A highly accomplished, Forward-thinking Security Research and Development executive with over 11
years of experience in the following areas
Information Assurance
Product Development & Delivery Software Development
Application Security
Process Improvement
Systems Integration
Security Solutions Architect Business Leadership skills.
Market Analysis
Research & Development
Strategic Planning
IT Operations
EXPERIENCE
Managed the development and the vision of all the GoDaddy security products along with the Research
and Development of the Managed Security Services that GoDaddy is offering.
Responsible for the following Product Development Teams yielding over 96 Million dollars annually PKI SSL Certificates, Code Signing Certificates, Website Protection Site Scanner/Malware Scanner,
Website Risk Assessment, Internal Security Automation, Quality Assurance for all these Products
Lead the development team to build Internets Reputation score Building a master list of all the
malicious IP Addresses in the world and auto quarantine them from the GoDaddy network. This helps
mitigate 5-8 Million attacks per hour on GoDaddy.
Process Improvement Led a team of Executives for the COBIT initiative for process improvement and
defined a GoDaddy standard. Applied those standards to the Data Center Operations, Networking
Operations, and the entire Development Organization across 50 Product teams.
Currently working with the C-Suite to manage and develop a strategic plan for a large natural resources
client in Texas to improve their overall security posture. My teams are implementing Threat &
Vulnerability Management, Security Incident & Event Management (SIEM), Data Leakage Protection
(DLP), Identity & Access Management (I&AM), IT Governance and Process Improvement initiatives. We
also have a 24/7 Security Operations Center.
Managing a team assess the security posture for a large Semiconductor company.
Currently helping a large media company on the West coast to harden their network and the applications
after a breach. The project involves Firewall rule hardening, integrating with SIEM, Web Application
Firewall (WAF), file integrity monitors and implementing better secure development process.
Helped architect the DMZ network with high security inputs for a major utility company on the east
coast. The design included network segmentation and workflow segregation, WAF, Reverse Proxy,
Firewalls.
Helped define a new DDoS mitigation service that has both inputs and feedback on Security analytics and
active defense to better protect the customer infrastructure.
Led the research and development of The IP Reputation service product line. Estimated projection for
the first year in revenue was over 80 Million
Lead security researcher for Critical Infrastructure (SCADA) Network Instrumental in the development
of all SCADA filters for TippingPoints IPS. Developed tools to simulate various SCADA protocol
communications.
Researched the latest known vulnerabilities to write filters for the TippingPoint Intrusion Prevention
Systems.
Developed tools and Reverse Engineered applications to find new Vulnerabilities in popular applications.
Peer to peer network researcher Assessed various P2P network traffic and wrote filters for
TippingPoints IPS to block the communication between the nodes.
Worked on the Americas Job Bank Project (www.ajb.org) also was part of the team that worked on the
Katrina Recovery Jobs Website (www.ajb.org/katrinajobs).
Developed automation software that would abstract readings from devices like Harpagon, which in turn is
connected to the Flow meters to determine the flow of beverage through the taps.
Devised a solution using the XML Guard technology that would preserve the message integrity and
confidentiality when passing through different layers of security clearance.
EDUCATION
NORTHWESTERN UNIVERSITY, KELLOGG SCHOOL OF
BUSINESS, Evanston, IL
Executive Master of Business Administration
SYRACUSE UNIVERSITY, LC SMITH COLLEGE OF ENGINEERING
AND COMPUTER SCIENCE, Syracuse, NY
Master of Science in Computer Engineering (CGPA 3. 5)
BHARATHIDASAN UNIVERSITY, SHANMUGHA COLLEGE OF
ENGINEERING, Tanjore, India
Bachelor of Technology in Information Technology (74% aggregate CGPA 3.93)
December 2014
August 2005
May 2003
ADDITIONAL INFORMATION
CERTIFICATIONS
Executive Education, Driving Strategic Value from IT ITIL v3 Foundation Certification
November 2010
March 2011
PATENTS GRANTED
8370407 - Systems Providing a Network Resource Address Reputation Service
https://www.google.com/search?tbo=p&tbm=pts&hl=en&q=ganesh+devarajan&num=10
PATENTS PENDING - 20 more patents have been filed
Fernando Diaz
PROFILE
Dynamic higher education leader with nine years of Multicultural and Diversity experience. Track record in finding
creative solutions with limited resources. Focused on developing high impact teams that foster inclusion,
creativity, respect and goal-oriented results. Inclusive and innovative management style with emphasis on
teamwork and consensus building. Successful in establishing strategic initiatives and partnerships at the local,
national and international levels.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Executive MBA, degree expected December 2014
Social Service Committee Member
CHICAGO STATE UNIVERSITY, Chicago, Illinois
MA in Education Leadership and Administration, GPA 3.71/4.00, 2008
Intern: Harold Washington College, Student Services
Intern: Chicago State University, Athletics Department
BA in Political Science, minor in History, Summa Cum Laude, GPA 3.96/4.00, 2003
Presidential Scholar
Deans List (2000-03)
Political Science Departmental Award
Cesar Chavez Award (Community Involvement)
President, Organization of Latin American Students (2001-02)
PROFESSIONAL EXPERIENCE
CHICAGO STATE UNIVERSITY, Chicago, Illinois
2004 Present
Assistant Dean of Students (October 2013-Present)
Promoted to role of Assistant Dean in addition to continuing as Director of the Latino Resource Center. In the
Deans role, assist with the management of $5.5 million revenue generating budgets in Student Union and
Residence Hall, facilitate all planning, assessment and operations for five departments, develop division-wide
marketing plan including websites, collateral and social media, and oversee all university-wide student issues and
concerns. Coordinate all professional development and training
Led transition in Student Affairs between deans and directors of Housing and Residence Life
Developed strategic goals for DOSA in alignment with University Mission
Redeveloped Student Handbook
Director, Latino Resource Center (2010-Present)
Associate Director (2006-2010)
Assistant Director (2006)
Outreach Coordinator (2004 2006)
Responsible for designing and delivering cultural, social and professional development programming and
community outreach opportunities to enhance enrollment, retention, and graduation of the Universitys Latino
student body. Create and manage Operational Budget. Active member of the overall Student Affairs initiatives and
committees of the University. Provide ongoing benchmarking statistics and analyses to evaluate program
effectiveness.
Presented Outstanding Alumni Staff Award by Alumni Association in 2013 for exceptional service to
University and success with LRC.
Doubled student participation annually for last three consecutive years by improving business operations
through training of professional and student staff, improved communications, tracking of students and
recruitment of staff/student volunteers.
Increased cultural programming by 38% without increasing costs by increasing number of alumni and
student volunteers and increasing the number of internal and external partnerships.
Expanded outreach partnerships by 68% from 2010 to 2011 when assumed Director position
Increased funding by 25% in 2010 when assumed Director position by reallocation of budgets and
partnering with internal and external organizations.
Renovated and expanded LRC offices in 2011, which led to a 50% increase of traffic in the Center
annually.
Fundraised and Awarded over $100,000 in scholarships to Latino students
Developed partnerships with universities in Chile and Spain
JOSEPH DIPIAZZA
451 West Huron Street, Unit 1512,
Chicago, Illinois 60654
312.985.6365 www.linkedin.com/in/jdipiazza
jdipiazza2014@kellogg.northwestern.edu
SUMMARY
Self-driven sales and business development strategist with senior executive leadership history and demonstrated track
record for leading new business, product and service development initiatives, creating and delivering unique business
models, and delivering consistent business growth and profitability. Astute analyst recognized for designing strategies,
formulating brand development opportunities, and increasing enterprise value. Key areas of expertise:
Marketing
Strategy
Entrepreneurship
Business Development
Sales
Negotiation
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, Illinois
Master of Business Administration, Management, degree anticipated 2014
Member, Gay & Lesbian Management Association, Consulting Club, Kellogg Cohorts, Real Estate Club
UNIVERSITY OF NOTRE DAME, Notre Dame, Indiana
Bachelor of Business Administration, Management and Computer Applications, 1998
EXPERIENCE
INDEPENDENT CONSULTANT, Chicago, IL
Sales Strategy and Business Development
2012 - Present
JOSEPH DIPIAZZA
Page 2
JOHN S. DOYCHICH
x98doychich@yahoo.com
Dynamic financial professional possessing a proven track record of entrepreneurial experience seeks to utilize
expertise in Operational Streamlining, Alliance Building, Relationship Cultivation, Strategic Financial
Management, Policy & Procedure Development, and Compliance to drive
profitability within a progressive organization.
SUMMARY:
Highlights
Highlights
Highlights
EDUCATION:
2007 to Present
Report directly to the Board of Directors, combining assets to leverage and maximize
investment opportunities as well as returns.
Manage a portfolio of assets that include significant ownership in financial services, cable
television, sport franchise companies, private equity placement, real estate holdings, hedge
funds, and securities.
! Directly oversee an active portfolio of investments, ensuring their performance meets
expectations and making recommendations to Board.
! Oversee HR functions, negotiating benefits and establishing company policies & procedures.
! Manage the family office, assisting in estate and tax planning.
! Recommended ways to enhance structure and discipline for investment analysis, decision
making, and office operations.
! Conducted due diligence and quantitative analysis, structuring transactions and
reviewing/negotiating legal documents; communicated directly with investment committees
and other investors.
! Developed relationships with key leaders in each investment to build an effective channel
of communication.
2007
2006
2004 to 2005
Conferred 2002
COMPUTER:
MS Word
Excel
PowerPoint
QuickBooks
Great Plains
C. JOHN DUONG
8039 W Long Lake Dr
Kalamazoo, MI 49048
Email: cjduong@gmail.com
PROFILE
Results-oriented, high-energy, hands-on leader with 15+ years of diverse experience across principal investing,
merger & acquisition, corporate finance, equity research, credit and grant making. Expert on impact investing
across both mission-related (MRI) and program-related investing (PRI). Extensive client management coupled with
operational and deal execution experience required to pull together multiple parties for highly complex transactions.
SKILLS SUMMARY
Principal Investing
Deal Origination/Execution
Credit Structuring/Analysis
Program Related Investing
Strategic Advisory
Negotiations & Diplomacy
Capital Raising
Performing Due Diligence
Client Management
Board/Fiduciary Experience
Investment Research
Grant Making
EXPERIENCE HIGHLIGHTS
Leadership and Operating Experience Thriving in unstructured environments
Led deal execution and negotiations for double bottom line investments at W.K. Kellogg Foundation
Served as Director of Business Development for White Energy to execute its growth & restructuring
Hired by Dept. Head as first person to help build new Corporate Finance Advisory Group at Barclays
Managed the coordination of Citigroups Media & Telecom Conference in 2005 as project leader
Oversaw $7MM+ budget as Trustee & Treasurer for Lighthouse Charter School serving 450 kids
Served on the Boards (observer) of investees where appropriate
Executed departments deployment of $850K annual grants budget and monitoring of grantees
Managed junior staff, outside consultants and co-investment partners on diligence processes
Principal Investing Driving double bottom line investing across different asset classes
Managed $100MM+ Mission Driven Investments (MDI) portfolio as Program & Portfolio Officer
Optimized portfolio construction through prudent structuring of investments and asset allocation that
drive measurable social impact while achieving market rate returns across all asset classes (funds,
private equity, fixed income, as well as direct investments)
Established industry standards for the impact investing sector by championing tools and key practices
Led on two deals from inception through successful exits within two years of joining Kellogg
Underwriting/Credit Risk Analysis Assessing credit risk and underwriting structures
Formally credit-trained at JPM to analyze corporate credits and methods to monitor and reduce risk
Reviewed, negotiated and structured covenant levels for bank loans and acquisition funding
Assessed managements strategy, pro forma ratings impact and downside risks of transactions
Evaluated JPMs exposure to hedge funds based on their investment style, management team, track
record, leverage used, risk management systems in place along with macro factors driving risk
Transaction samples: Hercules ($1.25BN) and Newport News ($475MM) acquisition funding;
Riverwood ($2.55BN), TrizecHahn ($500MM), Orbital Sciences ($200MM) bank facility syndication
Mergers & Acquisitions/Strategic Advisory Providing trusted advice to clients
Provided unbiased advice to management on mergers, acquisitions and divestitures to optimize
growth, recapitalization considerations, operational efficiency and company valuation
Negotiated engagement agreements, term sheets, fees, deal structure and purchase agreements
Deal execution experience spanned entire process from inception through due diligence and closing
Transaction samples: $900M Nortel divestiture; $45MM MSL acquisition of MCMS; $120MM Alliant
Energy Power Plant acquisition; $110MM Tri-State Outdoor LBO; $18MM KTUD-LP TV station
Battle Creek, MI
Independent Consultant
PickACharity.org (2009 2011) Founder
White Energy, LLC (2008 2009) Strategic Advisor, Director of Business Development
Omniscient Holdings, LLC (2006 2007) Entrepreneur/Consultant
New York, NY
Dallas, TX
New York, NY
New York, NY
Citigroup Global Markets (2004 2006) Senior Associate, Media & Telecom Group
New York, NY
New York, NY
New York, NY
New York, NY
Sponsors for Educational Opportunity (SEO) Summer Internships (1995 and 1996)
New York, NY
EDUCATION
Kellogg School of Management, Northwestern University (2013)
Executive MBA with concentration in Management and Entrepreneurship
Evanston, IL
New Haven, CT
Yale University (1997)
B.A. in Economics and East Asian Studies. Semester abroad at The Chinese University of Hong Kong as
NSEP/Boren Fellow
Central High School (1993)
Graduated Valedictorian, elected Senior Class President and selected Student of the Year
PERSONAL/MISCELLANEOUS
Board Member of SeeChange Health Inc. and Nurture Inc. (d/b/a Happy Family)
Trustee and volunteer Treasurer of Bronx Lighthouse Charter School (2006-2011)
2010 Council of Urban Professionals (CUP) Fellow; NYC REACH mentor
Prior FINRA Series 7, 63, 86 and 87 licensed; CFA Level 3 candidate; NYSSA member
Born in Cambodia and survivor of Khmer Rouge concentration camp
La Crosse, WI
FELIPE ECHEVERRI
2333 Brickell Ave. Apt. 1002 - Miami, FL 33129 305.984.6728 felipe.echeverri@gmail.com
SUMMARY
Managing Director and Team Leader with over 10 years of experience in product development of medical
devices, surgical instruments, and automated equipment. Extensive knowledge and familiarity with SolidWorks
and various fabrication methods such as CNC machining, wire EDM, injection molding, casting, sheet metal,
surface finishing, and various forms of 3D printing. Proven track-record in R&D and in taking an idea from
concept to market: have led efforts in the launch of 7 different medical devices and have developed over 40
different devices for research use only. Bilingual in English and Spanish.
Professional achievements include:
Co-inventor of Perifusion System (Patent No - 8,263,389)
Led ground up implementation of an ISO 13485 Quality System which enabled Biorep to become an
FDA registered company for Medical Device Manufacturing
Recipient of NIH SBIR Phase I ($100,000) & II ($1,000,000) grants
Recipient of Graphical System Design Achievement Award from National Instruments
Colombia National Tennis Champion (1996-1998)
Core competencies include:
Learning agility, insatiable curiosity, irrepressible optimism
Team player
Comfort with ambiguity
Brave enough to build new-to-the-world things
Drive for results/desire for impact
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Miami, FL/Evanston, IL
Executive MBA, degree expected December 2014
MERCER UNIVERSITY, Macon, GA
M.S.E. Mechanical Engineering, GPA: 3.85, dual degree five year program, 2003
B.S.E. Biomedical Engineering, GPA: 3.22
Obtained Full NCAA Division I Tennis Scholarship at Mercer University
Mercer University Tennis Team Captain and # 1 Player (1999-2003)
Acquired Deans List status Spring Semester 2002 with a 3.9 GPA
One of twelve students selected nationwide for participation in a biomechanics research program at
Suny Upstate Medical University, Institute for Human Performance, Syracuse, NY, 2001
Academic Tutor for students in Calculus I & II and Physics I & II, Learning Skills Center, 1999-2000
Selected by Dean of the School of Engineering to give the commencement address at the Order of
Engineer ceremony
EXPERIENCE
BIOREP TECHNOLOGIES, INC., Miami, FL
2003 - Present
Biorep is a leading global medical technology company that develops, manufactures and sells medical devices
and instrument systems.
President/Managing Director
Engineering Director
Report directly to the CEO. Joined the company at its inception and have sustained steady growth for ten
consecutive years by consistently introducing unique tools that facilitate cure-focused diabetes research and
Technical skills
o Advanced computer proficiency with SolidWorks (CSWP), SolidWorks EPDM, LabVIEW
(CLAD), PLC & Touchscreen Programming, Grand Avenue Software, and Microsoft Office
Memberships
o BioFlorida (Member # 7686840)
o Society of Manufacturing Engineers (Member # 13626129)
o Motorsports (BMW CCA # 421996)
o Tennis (USTA # 1180795025)
Interests
o Cooking
o Snowboarding
o Scuba Diving (PADI Diver # 9502055563)
o Completely re-designed and remodeled my first one-bedroom apartment
PATENTS
Issued Patents
o Perifusion Device
o Patent No: 8,263,389
o Issue Date: September 11, 2012
Patents Pending
o Perifusion Device
o Application No: 11/653,193
o Publication No: US 2008/0168847 A1
o Filing Date: January 12, 2007
DIMITRI P. ELIOPOULOS
18 Sharron Court, Hinsdale, IL 60521 (708)212-8743
deliopoulos@rmbcap.com
PROFESSIONAL SUMMARY
Relationship driven professional in the wealth management industry for more than twelve years.
Proven track record of managing and developing new business channels and revenue on a
national scale. Strong people development and training skills acquired by growing a highperforming wealth management team.
EDUCATION
Kellogg School of Management, Northwestern University, Evanston, IL
Executive MBA, degree expected December, 2014
CERTIFIED PRIVATE WEALTH ADVISOR, 2011
CERTIFIED FINANCIAL PLANNER, 2003
DePaul University, Chicago, IL
Bachelor of Science in Finance, 2001
EXPERIENCE
RMB Capital, LLC
2005 - Present
RMB Capital, LLC is a rapidly growing wealth management and investment management firm
that provides financial planning and investment management services to nearly 1,000 clients
throughout the United States, with total assets under management of approximately $3.8 billion.
The firm is comprised of four business units wealth management, asset management, alternative
investments, and retirement plan solutions. RMB Capital has been recognized in Barrons
Magazine, Forbes, and Chicago Magazine as one of the top independent wealth management
firms in the country. The firm was founded in 2005.
Partner, Senior Wealth Manager 2009 - Present
Responsible for managing one of five wealth management teams, comprised of
eight professionals, providing comprehensive wealth management services to
250 families throughout the country with total assets under management of
nearly $700 million.
Responsible for the management of teams P&L, currently generating
approximately $4,000,000 of revenue for the firm, representing 20% of the firms
revenue.
Established and cultivated channel strategy for the firms most productive
business development relationship, leading to over $500 million of new assets
over the last six years.
Developed a national brand and national presence by establishing new client
relationships in Minnesota, Michigan, Missouri, Ohio, Washington DC, and
Florida.
Currently mentoring four Wealth Advisors helping to enhance their financial
planning knowledge, client service skills, and new business growth.
Lead Advisor responsible for corporate financial planning relationship with a
Fortune 100 company. RMB has been contracted to provide financial planning
services to the companys top 150 U.S based executives.
Relocated to Denver to help the firm establish the RMB West office. Helped
CEO hire and train new employees while providing cultural and technical
integration assistance with the firms Chicago headquarters.
Regular appearances as panelist at national wealth management conferences
hosted by one of the industrys largest financial institutions.
JAMES L. EVENSON
338 Hager Lane, Glenview, Illinois 60025-3329
(847) 657-9605 / evenson@att.net
SUMMARY
Strategic leader, with large-scale multinational logistics and information technology experience, focused on
building global teams to drive growth and reduce costs by optimizing business systems supporting operations
that deliver mission-critical results to customers around the world.
EXPERIENCE
SIEMENS HEALTHCARE DIAGNOSTICS, INC., Deerfield, Illinois
1999 - Present
Senior Director, Head of Data Governance, Manufacturing and Logistics (2010 Present)
Responsible for enterprise data integration and management across a large network of information systems in
order to drive process improvements through the use of lean principles in a regulated environment of a 4
billion medical device business line.
Developed master data management processes across a network of systems supporting over 60 countries
Drafted corporate information operations strategy focused on key organizational activities
Organized global cross-functional teams to integrate strategic plan with other on-going corporate activities
Senior Manager / Business Analyst, Information Technology (1999 2010)
Responsible for integration of a portfolio of production, procurement customer service, supply-chain, logistics,
and financial information systems in support of FDA-regulated, ISO-certified, next-flight-out field service
operations in support of healthcare customers world-wide.
Led final testing of a multi-year 40 million project to integrate three acquired medical device companies
into Siemens Healthcare SAP systems for over 1,200 users
o Served as subject matter expert for material and logistics data management across system of systems
o Considered corporate systems lead for field operations involving spare parts and reverse logistics
Supervised a business reengineering effort intended to improve customer service management and
regulatory support across Europe, the Americas, and Asia for over 2,000 system end-users
Managed information systems group supporting high-volume field service distribution operations
UNITED STATES MARINE CORPS RESERVE, Camp Lejeune, North Carolina
1983 - 2010
Lieutenant Colonel, Logistics Division, II Marine Expeditionary Force
Responsible for supporting supply chain systems and distribution operations of all Fleet Marine Force units on
the east coast of the United States.
Mobilized and deployed to Afghanistan as a 2nd Marine Expeditionary Brigade Logistics Liaison Officer to
the U.S. Army Joint Sustainment Command and NATO during Operation Enduring Freedom (OEF) in 2010
o Oversaw President Obamas surge of 21,000 Marines, equipment, and supplies into Afghanistan
o Shaped logistics support for Marine Corps combat operations in the Helmand Province
Commanded Supply Company, 4th Supply Battalion, a wholesale supply distribution unit, in 2008-9
o Led a unit with a Table of Organization of 26 officers and over 600 enlisted Marines and Sailors
Mobilized and deployed to Iraq as the Deputy Assistant Chief of Staff for Logistics for the Second Marine
Aircraft Wing (Forward) during Operation Iraqi Freedom (OIF) in 2007
o Oversaw the transportation, construction, food service, and other support provided by the Logistics
Civilian Augmentation Program (LOGCAP) contractor employing over 2,500 civilian personnel
o Served as the lead military logistics planner for President Bushs unannounced visit to Al Asad, Iraq
Served as Logistics Analyst, Program Manager for Ammunition, Marine Corps System Command,
supporting the acquisition, distribution, and stock management of all Marine Corps ground ammunition
Mobilized and deployed twice as Ground Ammunition and War Reserve Materiel Officer, Marine Forces
Pacific, overseeing the material support of over 80,000 personnel supporting various combat operations
1992 - 1994
1989 1992
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, Illinois
Master of Business Administration, concentrations in Finance and Operations, degree expected 2014
U.S. ARMY WAR COLLEGE, Carlisle Barracks, Pennsylvania
Master of Strategic Studies, 2009
U.S. ARMY COMMAND AND GENERAL STAFF COLLEGE, Fort Leavenworth, Kansas
Master of Military Arts and Science (Military History), 2006
SCHOOL OF COMMUNICATION, NORTHWESTERN UNIVERSITY, Evanston, Illinois
Master of Science in Communication Systems, 2005
COLLEGE OF ENGINEERING, UNIVERSITY OF ILLINOIS, Chicago, Illinois
Bachelor of Science in Electrical Engineering, 1989
Elected Student Member of the U of I Board of Trustees 1987-89
Member of the University of Illinois Foundation since 2012
2014-Present
2014-Present
Authored more than 100 publications in peer-reviewed journals and 30 book chapters. Scopus h-index: 17
Authored/delivered 98 research presentations in national and international meetings.
Editor of 3 surgical Textbooks (Springer) and peer reviewer for 13 scientific journals, including JAMA.
Visiting Professor, 8 appointments, most recently University of Chicago, November 28th, 2012.
Editorial Board Member of 6 peer-reviewed journals, including the American Journal of Surgery, the Journal of
Surgical Research, and World Journal of Surgery; Associate Editor of BMC Gastroenterology.
Member, American College of Healthcare Executives (ACHE), Society of University Surgeons, Committee on
Emerging Surgical Technology and Education of the American College of Surgeons.
Recipient of 2 research grants in 2011, totaling $70K, from the Society of American Gastrointestinal
Endoscopic Surgeons and Loyola University.
Recipient of numerous awards and honors including Deans Office Clinical Scholar Award, Loyola University.
Certifications: NIH, Office of Extramural Research, Certification on Research Ethics; Collaborative
Institutional Training Initiative (CITI); American Board of Surgery; CA, IL, and MA Medical Licenses.
RAJ GANDHI
7 Hidden Meadow Road, Seymour, CT 06483
Gandhi.Rajan@gmail.com, (203) 500-7944
EXECUTIVE SUMMARY
EXPERIENCE
PRICEWATERHOUSE COOPERS, New York, NY
2005 - Present
Senior Manager
Mergers & Acquisitions
Conducted over 100 buy side Back office and IT due diligence reviews for both Corporate and Private
Equity clients. Reviews were delivered through rapid assessments to identify and quantify potential
operational issues, upside opportunities, and deal risks. Once the transaction was complete, I assisted
several Buyers in planning and executing the pre-deal recommendations and opportunities
Led the planning and execution of multiple, large-scale integrations and divestitures across several
industries and segments. Led the development of Day One and transition plans for finance, supply
chain and IT functions as well as managed teams in executing integration and separation strategies.
Additionally, responsible for the development and management of transition services and the
identification and realization of transition based synergies for the deal.
Strategic IT planning and implementation
Led a series of IT assessments across the core elements of IT to identify and quantify potential
improvement areas across the business applications, general infrastructure, organization, and operating
procedures. For each opportunity, a detailed analysis of the run-rate impact, one-time implementation
cost, risk, and timeline was provided.
Worked with executive leadership team of several mid-market to large-scale organizations to plan and
implement an overall three to five year IT strategy. This included implementation of new business
systems (e.g., enterprise resource planning (ERP), business intelligence, and commercial and
operational systems. etc), organizational restructuring, outsourcing, and infrastructure build-out. Crosssector perspective leveraging leading practices in each Company. As part of our work, there was a
focused effort on quantifying the business value and tracking the value through implementation.
Practice Development
Supported the New York practice in building out a 75 person M&A practice. Responsibilities include
leading all undergraduate and graduate recruiting, managing relationships with top tier universities,
hiring, and training a high-performing team.
Led the development and build-out of PwC IT Strategy and M&A methodology.
Led development of thought leadership pieces published by the firm on M&A best practices.
2002 - 2005
Management and rotational program focused on building business acumen, technical, interpersonal and
leadership competencies through four rotations of cross functional positions and planned course work.
European-wide System Consolidation and Operational Improvement GE Security Brussels, Belgium
Led a team of resources on a complex, multi-country system implementation and platform
consolidation.
Designed and implemented process improvements across various business functions where the business
realized operational savings in the range of $2 million.
Applied Six Sigma practices across project execution and process improvement opportunities.
Project Management / System Implementation GE Sensing Solutions, San Francisco, CA
Project manager of a system implementation of a multi-plant $200 million acquisition. Responsibilities
included establishing and deploying tools and templates, resource planning, issue management and
resolution, and executive reporting.
Implementation related tasks included building a testing strategy, managing system wide testing and
conference room pilots. Additionally, developed business training plan and conducted successful
Oracle training for over 50 users.
Process Design and Re-Engineering GE Security, Portland, OR
Led a focused effort, partnering with the director of Marketing, to improve customer product offerings
by streamlining the existing process and leveraging technology acquired Greenbelt Certification by
successfully improving the product offering process with quantifiable savings.
Acquisition and Platform Consolidation GE Water and Process Technologies - Philadelphia, PA
Led the consolidation of multiple custom-developed, customer facing applications onto a common
platform providing customers with a single, standardized experience, and enabling the reduction of
support costs.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Masters in Business Administration, May 2014
UNIVERSITY OF CONNECTICUT, Storrs, CT
B.S. Information and Operations Management, May 2003
CERTIFICATIONS/AWARDS
Six Sigma: Black Belt training, exam, and project completed. Green Belt certified and two projects
complete
LEAN: Lean training complete with the Shingo Prize. Lean Certified
PwC Chairman Award: Given for demonstrated value provided to two Fortune 50 clients
New York Metro Management Award: Given for outstanding performance for a valued PwC Client.
GE Corporate Recognition and Build Value Award: Given for demonstrated excellence and value
provided through project delivery.
PROFILE
Senior Finance Director consistently top-performing with significant P&L management experience and a proven track
record driving profitable growth via disruptive innovation, creative optimization and value added projects. Passionate
about leadership driving change, with areas of expertise including: budget management, strategic and financial
planning, forecasting, compliance and internal controls. Possess extensive domestic and international experience in a
diverse mix of industries including: consumer business, manufacturing, high-tech and services. Fully bilingual
(English-Spanish). Executive MBA Kellogg School of Management, Northwestern University (expected 2014).
EXPERIENCE
CISCO SYSTEMS, Mexico City
2010 - Present
Finance Director (CFO Mexico)
Responsible for Mexico P&L and Sales over $700MM USD, Financial Planning and Forecasting, Direct Negotiation
with Partners for special terms and conditions, Internal Controls, People Compensation, Statutory Compliance.
Orchestrated business and financial support during a very difficult year in Mexico behind new Government and
impact of Telecom Reform to offset impact in Sales.
Led Contribution Margin +21% YoY growth; profitability improvement over New Business Models in complex
accounts such as America Movil; country enablement implementation (Buy-Sell); solution to significant Past Due
Collections in Key accounts of more than $80MM USD (Telmex, Megacable).
MICROSOFT, Mexico City
2004 - 2010
Controller, Mexico Financial Area (2009 2010)
Responsible for Mexico Subsidiary P&L and Financial reporting, Control and Compliance, and Subsidiary Financial
Planning and Forecasting. Directly accountable for Treasury, General Accounting, Accounts Payable, Taxes, Payroll
and Fixed Assets.
Orchestrated Subsidiarys P&L results achieving profit percentage target during FY09 (WW Economic crisis).
Led Local Treasury to become Tier 1 Subsidiary.
Controller, Latin America Services Group (2008 2009)
Responsible for Latin America Services P&L and financial reporting, managed Financial and Strategic Planning and
Forecasting activities, Control and Compliance.
Orchestrated Latin-America FY09 Contribution Margin $6.1MM USD growth vs. prior year during 2009/2010
WW economic crisis, overachievement of +20% vs. targets.
Developed strategic 3 year plan for L.A. Services.
Controller, Mexico Services Group (2006 2009)
Responsible for P&L management, financial reporting, strategic planning and forecasting activities, control and
compliance, revenue recognition, accounts receivables, sensitivity analyses, general accounting and services people
compensation.
Aggregate value added $6.3MM USD.
Sales Business Intelligence $1.5MM USD, Sales new model Local Currency $1.5MM USD, Overdue portfolio
$1MM USD, Utilization improvement project $0.5MM USD, GTSC/PFE optimization $0.6MM USD,
Benchmarking Projects $1.2M USD.
Orchestrated a complete business reengineering, through a Benchmarking project, leading Mexico Contribution
Margin growth +13pts over 2 years ($5.3MM, CM 3 years CAGR 117%).
Controller, Mexico Enterprise and Partners Group (2004 2006)
Page 2
Responsible for EPG revenue financial reporting and forecasting, quota setting and variable compensation for sales
people, marketing financial evaluation and revenue recognition.
Aggregate value added $2.6MM. Gold Star Award 2006.
Multinational Accounts Sales analysis $1.3MM, cross-group Business gap analysis $1MM, Software Assurance
Audit $0.3MM.
PROCTER & GAMBLE, General Offices, Mexico City
2002 - 2004
Finance Manager, Customer Business Development Walmart (2003 2004)
Responsible for Global team strategic planning, profitability analysis, pricing strategies, sales volume planner and
forecaster WalMart+UTT; my team was responsible for Sales & Administrative Mexico Comptroller, Co-Marketing
and Brand Development Funds Administrator.
Aggregate value added $5.3MM USD.
Margin & Pricing key SKUs to maximize customer profitability, incremental sales for P&G $5.3MM USD.
Finance Manager, Customer Business Development Self Services (2002 2003)
Responsible for Up The Trade (UTT), Internal Controls expert, profitability analysis, pricing strategies, sales volume
planner and forecaster, category management expert, Co-Marketing and Brand development funds administrator, Sales
& Administrative Mexico Comptroller.
Aggregate value added $12.9MM USD. Creator of Margin & Pricing Tool and Key Performance.
UTT Merchandiser force improvement $7.4MM USD; Business Share gap analysis $4MM USD; Key Business
Drivers analysis UTT $1.5MM USD.
Finance Manager, Customer Business Development Comex-Carrefour and Government (2002)
Responsible for profitability analysis and pricing strategies. Category management expert, Co-Marketing and Brand
Development funds administrator.
Aggregate value added $8.1MM USD, overdue portfolio $5.3MM USD, Clairol business analysis $2.8MM USD.
PROCTER & GAMBLE, Manufacturing, Tissue & Towel Plant, Apizaco, Mexico
2000 - 2002
Finance Manager, Latin America Total Delivered Cost (2001 2002)
Responsible for TDC Budget $105MM USD, financial planning and forecasting; raw and packing materials cost
tracking and control, general accounting, Internal Controls, materials utilization, financial perspective to Plant
Manager and LA Region.
Aggregate value added $3MM USD; designer of Plant Mass Balance.
Participated in GBU 3 year plan designing profit model scenarios generating additional contribution $20MM USD.
Finance Manager, Manufacturing Operating Expenses (2000 2001)
Responsible for MOE Budget $45MM USD, financial planning, forecasting, cost tracking and control, general
accounting, new initiatives financial analysis (Charmin), plant capacity optimization, capital expenses and fixed assets.
Aggregate value added $5.6MM USD. Designer of Profit per Machine Day Tool, intended for Plant production
capacity analysis.
Energy project $3.6MM USD; Capacity-SKU Optimization $1MM USD; SKU optimization $1MM USD.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Miami, Fl / Evanston, IL
Executive MBA, concentrations in Strategy, Finance and Marketing, degree expected 2014
UNIVERSIDAD DE LAS AMRICAS-PUEBLA (UDLAP), Puebla, Mexico
Industrial Engineer, magna cum laude, 1999
Four-Year Full Scholarship; Best School GPA: 3.9/4.0, Deans List 1998, 1999
International Scholarship Program, Texas Cristian University (TCU), Fort Worth, Texas, USA, 1998
Robert Gerovski
773-844-2058 (m) robert@gerovski.com
Magnolia Ave
Chicago, IL 60660
Strategic Planning
Acquisition Integration
Continuous Improvement
PROFESSIONAL EXPERIENCE
2011 Present
(Nelnet Business Solutions (400 employees, annual revenues of $80 MM) develops hosted, enterprise software used by
higher education institutions to collect and process payments from students and parents.)
2008 2011
(Sears Holdings Corp is a leader in eCommerce transforming the retail and service industries through innovative
application of technology.)
Robert Gerovski
Endeavor Information Systems (Acquired by Ex Libris) Chicago, Illinois
Page 2 of 2
2005 2008
(Endeavor (300 employees, annual revenues of $60 MM) develops packaged enterprise software for academic and
corporate libraries.)
EDUCATION
Kellogg School of Management, Northwestern University
Evanston, IL
MBA
University of Michigan
Ann Arbor, MI
1986
1986
FINNEY D. GILBERT
2066 Dorset Drive, Wheaton IL 60189 : 630-730-4616 (cell) : fgilbert2014@kellogg.northwestern.edu
SUMMARY
A results oriented healthcare consulting executive with extensive Healthcare Industry experience. Proven track
record of selling, developing and delivering transformational programs, that define business strategy and
translate into high-impact actions, operations and financial results. Primary areas of expertise include Alliance/
M&A Strategy & Execution; Product & Platform Rationalization; Industry Analysis & Go-To-Market Strategy
Formulation; Management of diverse Strategy Implementation Initiatives.
Current responsibilities include industry practice leadership & business development; client relationship
management; engagement planning, execution and review; business operations & people development.
Responsible for providing thought leadership around Alliances/Mergers/Acquisitions in healthcare.
MBA from Kellogg School of Management, Northwestern University, USA
PROFESSIONAL EXPERIENCE
Accenture, Chicago, IL
1998 to Present
Principal / Senior Manager / Manager / Consultant
Designated as expert in JV/Alliance/Mergers/Acquisitions. Sold and led strategic Health Care engagements
which include: Large Transformational Program Execution, JV/Alliance/Merger Integration Strategy &
Execution, Product & Platform Rationalization, Business Process Outsourcing Analysis, Staff
Recruiting/Training/Mentoring, and Client Relationship Management. Published through leadership.
Completed a year-long intensive Leadership Development Program for future leaders within Accenture.
Principal / Senior Manager
Managed successful initiation and ongoing execution of a strategic alliance in a high spend therapeutic
space. Completed a Market Assessment to identify value opportunities for impacted stakeholders:
Payor, Pharmacy Benefit Manager, Pharmaceutical Manufacturers, Drug Distribution Company,
Physician Practices, and Patients. Established common roadmap & ongoing cadence for execution.
For a leading health insurance carrier, sold and led the development of a product and platform
rationalization model and approach; led rationalization analysis of products and platforms on selected
business clients. Provided data driven analysis/options to C-level decision makers on the long term
disposition of acquired books of business.
For a leading US Health Insurance Carrier, sold and led program, including: the integration of back
office operations, customer service, finance and reporting systems, for a strategic alliance/JV. Included
the migration/installation/servicing of a $9.5 billion book of business to target operating platforms
within a leading Pharmacy Benefit Manager in North America. Managed client program with budget of
> $100 million, with over 45 concurrent projects at peak, with x100 FTEs working both on site and
offshore.
For a $14 billion regional health plan led the detailed planning for change of control of a hospital
acquisition. Included planning for startup of two new (parent) legal entities with tax and legal counsel.
Advised the CFO-led working group on integration decisions related to corporate functions.
For a $300 million health insurance merger, sold and led back office operations integration. Functions
included Membership, Billing, Capitation, Provider Networks, Pricing, Claims, Financial Reporting,
Pharmacy Benefit Management, Customer Service, and Customer/Member/Provider Portals.
Developed a product strategy for a leading payor to establish and grow market share within the context
of health insurance exchanges and other regulatory changes resulting from the PPACA (Patient
Manager
For a $7 billion regional health plan, built a strategic market entry plan for new and emerging Consumer
Directed Health (CDH) product line; implemented business processes and vendor software solution
under stringent deadlines for new product launch.
Sold and led initiative to build a custom claims processing system (medical spending accounts) that
processed Flexible Spending Accounts and Health Reimbursement Arrangements to increase revenue
and improve speed to market. Spearheaded successful design/build/implementation.
Sold and led successful design/build/implementation of a custom web-based application for new product
administration and enrollment; trained, developed, and mentored employees on servicing new product.
Consultant
Led cross-disciplinary team (of 19) across multiple locations to successfully complete Consumer Portal
and Agent/Broker Portal system releases; dramatically enhanced e-commerce capabilities.
Managed the flawless deployment of a new Provider Portal capability: managed technical architecture
and environments including Oracle/UNIX, CICS/MVS/DB2, WebSphere/EJBs, PowerBuilder.
Successfully planned, developed & executed automated testing to support North American Payroll
System migration, enabling execution of Andersen Consulting divestiture (from Arthur Andersen)
Swiss Securities Clearing Corporation, Zurich, Switzerland
1996 to 1998
Consultant, Input/Output & Communications Interface
Managed system interfaces between the settlement & clearing platform (SECOM) and trading partners (banks,
clearing houses, and bourses). Successfully prepared OTC requirements on Swiss and German trades, analyzed
the EUREX inter-depository message exchange with Deutsche Borse Clearing AG, Frankfurt, and
developed/implemented a trading platform Disaster Recovery & Resynchronization process.
Ameritech
Consulting Analyst, Next Generation Billing Project
1995 to 1996
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Master of Business Administration, Degree Expected (December), 2014
INDIAN INSTITUTE OF SCIENCES, Bangalore, India
Master of Engineering, Metallurgy, 1995
MADRAS CHRISTIAN COLLEGE, Chennai, India
Bachelor of Science, Physics, 1991
LORENZO E. GOMEZ
5701 NW 24 Ave Apt 701 Boca Raton, FL 33496
T (561) 901-9077
lgomez2014@kellogg.northwestern.edu
____________________________________________________________________________________________
Management / New business ideas / Strategy
Business Manager with more than 15 years of multifaceted experience in all phases of business operations including Business Development,
staffing and financial functions, as well as real estate / construction and Corporate Risk Management. Experience in directing and development
of new business ideas; Prior background encompasses real estate development, including land acquisition and new home design and
construction management.
Analyzed business conditions, industry trends, competitive influences and demographics factors to identify opportunities for business growth
and development of new ideas.
Experience
09 / 2008 Present
03 / 2007 05 / 2008
LORENZO E. GOMEZ 5701 NW 24 AV. APT 701 BOCA RATON, FL 33496 T (561) 901-9077
08 / 2004 02 / 2007 INTEGRAL CONSTRUCTION Miami, FL
Business Development Project Manager
Management and construction supervision for Sunrise Builders on their different specs house construction.
> Responsible for project oversight through approvals, construction and close-outs to ensure that regulatory conditions
are satisfied and project strategy is implemented.
> Prepared and delivered all developments studies and construction documentation, contract management,
purchasing, scheduling, quality control, budgets and finances.
2003 - 2004
LORENZO E. GOMEZ
1996 - 2003
Page 2
1993-1996
Education
2014 (Expected)
1992
UNIVERSIDAD METROPOLITANA
Bachelor of Science in Civil Engineering
Management
Additional
Miami, FL / Evanston, IL
Caracas, Venezuela
EXPERIENCE
E D U C AT I O N
SUMMARY
Marketing and advertising professional with 14 years of experience driving consumer engagement via interactive
marketing channels. Proven ability to conceive, execute, measure and optimize interactive solutions considering brand
objectives and cost constraints. Currently in the Kellogg School of Management executive MBA program with a focus
on quantitative and qualitative skills to solve marketing challenges. Passionate about aligning interactive technologies in a
marketing mix and providing thought leadership in a fast-paced digital landscape.
EXPERIENCE
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Director of Accounts Led client services department with executive mandate to increase
billings to $3M per year for clients including Lexus, Mozilla, Copa Airlines, Banco Popular.
Through accurate interpretation of our clients positioning statements and our strategic value
based targeting, well established metrics and smart media allocations we surpassed our quarterly
goals on average by 23% and grew annual revenue by ~17% in 2010.
Responsible for providing guidance and leadership to account team members in order to achieve
organizational objectives of effectively and efficiently servicing client needs.
Director of Digital Technology led a development and design team to build a scalable, LIVE
video streaming network capable of distributing official news information to any media website.
Established a marketing strategy to drive awareness and enhance viewership of the live video
product via an iPhone app and a Facebook social program expanding customers by over 700%.
Formulated a comprehensive web marketing plan to help position AEN as an intelligent partner
for local government officials as well as newspaper and television media websites.
Jepa Productions (November 2007 December 2008) Colombia, Brazil, Argentina, Chile, Peru
New York, NY
Digital Strategist authored and presented dozens of strategic plans integrating digital channels
including website, online ads, search, sms/mms, email, social, interactive outdoor, and kiosks.
With a digital branding focus based on industry research, competitive data, demographics, and
specific ethnic insights we increased clients exposure to 1st and 2nd generation US Hispanics.
Clients: Mazda, AstraZeneca, Wrigley, Sears, Microsoft, Wyeth, J&J, Miller, Pfizer, Banco
Popular, Land Rover, Chevron targeting US Hispanics with digital budgets exceeding $1M.
New York, NY
Co-founder of a digital strategy consulting company with over 70 Manhattan based clients.
Directed program to expand client base 75% per quarter over 3 years through innovative print,
web and direct marketing, creative proposal writing and exceptional client servicing.
Planned and executed 28 database driven websites with budgets exceeding $1.2M.
Project management consultant with OgilvyOne, Merkley & Partners, MTV on projects ranging
from American Express SBS, Ameritrade, BMW Motorcycles, and the European Music Awards.
Ogilvy & Mather (June 1999 November 2000)
New York, NY
Creative associate designed and developed web pages for IBM e-business Latam account.
Responsible for implementing digital layouts on projects originating in Ogilvy - Sao Paulo.
EDUCATION
Evanston, IL
University of Michigan
Ann Arbor, MI
New York, NY
New York, NY
Nominated by Bravo exec team to 80 hour intensive program sponsored by Y&R in January 2007
Project Management Institute (PMI)
New York, NY
Project Management Professional (PMP) Certification, April 2005
PERSONAL
Elected to Board of Directors of One Tequesta Point - FY 2013 and FY 2014.
Selected for Startup Bus 2010 for an expense paid trip to SXSW in Austin, Texas to design,
execute, deliver and formally present a start-up business within 72 hours. Grupii was launched.
Participated in Startup Weekend Miami 2009 and developed/presented to venture capitalists an
application intended to bridge salary data through Facebook. We won third prize.
Served as a volunteer web design instructor for teenagers and adults to create 45 websites for
local Harlem businesses at Playing 2 Win, a local Community Technology Center.
Active in Children International since 1998 with fundraising events, television commercials, local
awareness programs and currently sponsoring 14 children in Africa and Latin America.
Manoj Goyal
EXPERIENCE
LAM RESEARCH [FORMERLY NOVELLUS, INC.], FREMONT, CA........................................................................ 2008-Present
Director Risk and Compliance
Established and led global risk-based internal audit and risk compliance functions. Recruited and managed a
staff of 4 compliance professionals. Reported to Senior Director of Audit and presented audit results to Audit
Committee and C-Level Executives.
Responsible for strategic planning, project planning, project control, and post-project evaluation.
Collaborated with senior leadership to define stakeholder expectations and mission for Internal Audit.
Define strategic plan for the department.
Conducted audit of telecommunications billings, resulting in first year savings of $350,000.
Conducted audit of licenses (MS, SAP, etc.), resulting in a savings of $1,000,000
Successfully led the companys Sarbanes-Oxley compliance initiative and maintained the program since
inception.
Presented audit results to the senior executives and audit committee.
Saved over 140 billable hours by the external auditors.
SPANSION, INC, SUNNYVALE, CA ................................................................................................................... 2006-2008
Director of IT
Direct Information Technology operations within a $2.6 billion company providing hardware and software to
both international and domestic markets. Oversee the development and implementation of business
applications and infrastructure. Principal architect of architecture governance and compliance for all business
units globally (IT, Manufacturing, and Business.) This included the establishment framework, a roadmap, IT
infrastructure, a review process with management. Manage 9 staff members and $3 million budget
Saved over $100,000 in design costs for particular project by efficiently using in-house talents.
Authored (Designed, created and implemented) the Governance framework that includes Corporate
Governance, Technology Governance, IT Governance, and Architecture Governance.
Managed multiple projects for Finance and IT from concept to launch. Projects values ranges from
$400,000 to $2.2 million.
Instituted previously nonexistent project management guidelines within organization to improve ability
to meet time lines, budgets, and objectives.
Authored the Governance framework which includes Corporate Governance, Technology Governance, IT
Governance, and Architecture Governance.
Managed the client relationships for shared services with emphasis on providing exceptional service
delivery and customer service.
Ensured technology consistency and integration with a client's business strategies.
EARLIER EXPERIENCE
Chief Information Officer, J4GSM, SAN JOSE, CA [COMPANY ACQUIRED] ..................................................... 2002-2004
VICE PRESIDENT OF INFORMATION TECHNOLOGY, NAZOMI COMMUNICATIONS, SANTA CLARA, CA ....................... 2000-2002
DIRECTOR OF INFORMATION TECHNOLOGY, HP [FORMERLY EDS], SUNNYVALE, CA .............................................. 1998-2000
LOGIC DESIGN ENGINEER, COMMERCIAL DATA SERVERS, SUNNYVALE, CA ............................................................ 1996-1998
INDEPENDENT CONSULTANT, HP, PYRAMID TECHNOLOGY, SCHLUMBERGER, SAN JOSE, CA ................................... 1994-1996
HARDWARE ENGINEER,FUJITSU [FORMERLYAMDAHL CORPORATION], SUNNYVALE, CA ......................................... 1988-1993
HARDWARE ENGINEER, FERMI NATIONAL ACCELERATOR LABORATORY, BATAVIA, IL .............................................. 1986-1988
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Executive MBA, degree expected June 2014
DE VRY INSTITUTE OF TECHNOLOGY, Lombard, IL
Bachelor of Science in Electrical Engineering, 1988
312-890-9677
joegreen.iu@gmail.com
PROFILE
Expertise in IP law, litigation, and strategic planning, acquired during practice at a Washington D.C. IP law firm
and at the largest options exchange in the United States. Extensive experience in the management of mission
critical legal matters, IP portfolio growth and acquisition, and counseling on complex issues (e.g., antitrust
concerns related to industry working groups, business impact of foreign legislation, and tactical contingency
planning). Excellent interpersonal and leadership skills, versatile, and attuned to market and business forces.
MBA from Kellogg School of Management, Northwestern University, expected December 2014.
EXPERIENCE
Chicago, IL
CHICAGO BOARD OPTIONS EXCHANGE INC.
Intellectual Property Counsel
2011 Present
Provide legal support and guidance primarily in three areas: corporate strategy, litigation, and IP portfolio
development.
Corporate Strategy: Coordinate and lead internal stakeholders (including the CEO, President, and CFO) in
discussions relating to IP matters and corporate initiatives, such as the identification of risks and opportunities,
contingency planning, and overall industry trends. Provide analysis and strategy related to legislative
developments affecting IP protections in domestic and foreign markets. Collaborate with members of the legal
and accounting divisions on SEC filing issues. Member of advisory committee tasked with providing
recommendations for corporate improvement to upper management. Participate in the companys enterprise risk
management process.
Litigation: Successfully manage numerous litigations concurrently, including multiple mission critical IP actions
having in excess of $400 million at risk. Negotiate favorable settlements of both direct competitor and nonpracticing entity initiated patent suits. Report to the Board of Directors on issues such as likelihood of outcomes
and the impact those outcomes may have to the company. Manage internal resources and external counsel to
accomplish optimal outcomes for reasonable costs, including the selection of counsel and the negotiation of
alternative fee arrangements.
IP Portfolio Development: Work with internal inventors and strategic external partners to grow the IP portfolio.
Develop corporate procedures formalizing the IP disclosure and filing process. Oversee and participate in the
drafting and filing of 15-20 patent applications per year, focusing in the computer and business method arts.
Supervise the strategic filing of trademark applications. Provide support for business opportunities and
participate in due diligence activities related to potential acquisitions of third-party IP portfolios.
Washington, DC
ROTHWELL, FIGG, ERNST & MANBECK, P.C.
Associate
2005 2011
Summer Associate
Summer 2004
Provided excellent legal services to clients on a variety of IP related issues, including: patent litigation, patent
prosecution, and IP counseling. Developed litigation strategies related to patent infringement, invalidity, and
enforceability. Participated in and led various aspects of the discovery process: including defining the scope of
document productions, preparing witnesses, taking/defending depositions, and implementing electronic
discovery practices. Managed associates on time sensitive projects. Designed and implemented innovative
procedures and technology solutions for privilege log review that resulted in favorable rulings on privilege
EDUCATION
Kellogg School of Management, Northwestern University, Evanston, IL
Master of Business Administration, degree expected December 2014
Chicago-Kent College of Law, Chicago, IL
Juris Doctor, May 2005
Indiana University, Bloomington, IN
Bachelor of Science in Business, Computer Information Systems Major, May 2001
City Colleges of Chicago, Chicago, IL
Completed course work in the biological and chemical sciences, August 2003 May 2005
PRESENTATIONS
Invited Panelist, World Research Groups 10th Annual Patents for Financial Services Summit,
Work with Outside Counsel to Manage Best in Class Patent Litigation Exposure (2013)
Invited Speaker, World Research Groups 9th Annual Patents for Financial Services Summit,
Considerations and Strategies for Successful Monetization of Patent Assets for 2012 and Beyond (2012)
ADMISSIONS
Admitted to practice law in the District of Columbia
Admitted to practice law in Illinois
Admitted to practice before the U.S. Patent and Trademark Office
December 2005
June 2006
March 2007
Sophia M. Guel-Valenzuela
240 Sherman Canal, Venice CA 90291
Cell (323) 855-2205 Home (310) 745-2843 Sguelvalenzuela2013@kellogg.northwestern.edu
PROFILE
Dynamic health care professional specializing in managed health care services for geriatric and disabled adults.
Proven track record of performing in fast-paced, ambitious environments. Substantial achievements in strategic
business planning, process improvement, and best practice implementation. Proven leadership with ability to
select, develop, and promote motivated employees within an organization.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY
MBA, December 2013
UNIVERSITY OF CALIFORNIA, Los Angeles, CA
Masters of Public Health, Department of Health Services, 1994
Graduate Research Assistant; encoded survey data related to aging, adult day care, and graduate education
in gerontology, 1992 1994
Graduate Intern at Edward R. Roybal Comprehensive Health Center sponsored by Los Angeles County
Training Program. Managed and coordinated nutrition program and social activities for newly instituted
Senior Citizens Center, June September 1993
UNIVERSITY OF CALIFORNIA, Berkeley, CA
Bachelor of Arts, Department of Social Welfare, minor in Chicano Studies, 1991
WORK EXPERIENCE
ALTAMED HEALTH SERVICES CORPORATION, Commerce, California
2000 Present
The largest independent Federally Qualified Community Health Center in the U.S. delivering more than 930,000
annual patient visits through its 43 sites in Los Angeles and Orange Counties.
Administrator, Senior Care Services/PACE, Program All Inclusive Care for the Elderly (2012 Present)
Oversight accountability for 3 PACE Centers; Responsible for new site development, licensing, hiring and training.
Key member of process improvement initiatives and supervision of training curriculum and best practices modules;
Responsible for strategic planning, financial performance, and membership growth.
Administrator, Adult Day Health Care Programs (2009 2012)
Oversight accountability for 3 Adult Day Health Care Centers; key member of process improvement initiatives and
supervision of training curriculum and best practices modules; responsible for strategic planning, budget oversight,
and program closure/workforce reduction.
Vice President, Senior Care Operations (2008 2009)
Oversight accountability of daily operations and future growth of AltaMeds Adult Day Health Care Centers (8
locations serving more than 900 seniors) and PACE (Program All-Inclusive Care for the Elderly) which serves
almost 650 seniors among 2 locations as well as oversight of Care Management (550 cases). Total operating
budget of more than 84 million dollars, representing 45% of the corporations total revenue.
Assistant Vice President & Program Director (2004 2008)
Supervise the operations and administration of PACE (Program All-Inclusive Care for the Elderly). Program goal
to prevent premature nursing home placement by providing coordinated services such as, case management, adult
day health care, and medical services.
Developed, implemented and monitored strategic plans for program
Responsible for program oversight including compliance with regulatory agencies and financial viability
Provided leadership for program and employee development
1993 - 1994
ADDITIONAL INFORMATION
Senior Examiner, California Awards for Performance Excellence (CAPE), November 2012
Certified Examiner, California Awards for Performance Excellence (CAPE), December 2010
UCLA, Resource Center for Minority Aging Research (community liaison workgroup), 2008 Present
Mentor, UCLA School of Public Health, 2000 2003
Member, Advisory Council of El Rinconcito Del Sol Alzheimers Respite Program, 1998 2000
Commissioner, Los Angeles County Public Health Commission, First District, 1995 1999
Board Member, Los Angeles Regional Family Planning Council, 1995 1997
Commissioner, Los Angeles County Hospital & Healthcare Delivery Commission, First District, 1995 1997
Mentor, Youth Coalition Mentorship Program, 1995 1996
Computer Instructor, Door of Hope, Montebello, California, 1994
Volunteer, UCLA, Center on Aging, Los Angeles, California, 1993
Lisa Gutierrez
741 Taft Rd., Hinsdale, Illinois 60521
708.804.2434 lisa.gutierrez629@gmail.com
HUMAN RESOURCES EXECUTIVE
Proven leader who identifies and implements creative strategies to move an organization forward during periods of
change. Business experience spans both public and privately held companies.
EXPERIENCE
ATI PHYSICAL THERAPY, Bolingbook, IL
2000 - Present
Private equity based (KRG Capital) outpatient physical therapy company with over 250 locations in ten states and 3000
employees.
Senior Vice President of Human Resources (2013 Present)
Report to Company President. Responsible for strategic oversight of the human resources function, overseeing a staff of
25 in three office locations. Responsibilities include continued oversight of all benefit plans, working closely with the
relationship with company strategy in reimbursement through health care reform; continued oversight of the HR due
diligence function for acquisitions and strategic planning for employee acclimation; oversight of labor and employment
legal issues in partnership with general counsel; succession and compensation strategic initiatives.
Vice President of Human Resources (2006 - 2013)
Recruited to establish human resources function for physical therapy company poised for strong growth, guiding the
startup and management of a full spectrum of HR operations, systems and programs.
Initiated the human resources function for the company, overseeing its growth organic and through acquisition from 20 clinics and 200 employees in 2006 to over 250 clinics and 3000 employees in 2013.
Leader of the HR acquisition team, which has accounted for approximately 30% of the company growth since 2006,
with responsibilities including due diligence, negotiating contracts for senior level acquired employees, transitioning
and/or terminating benefit plans, and developing and refining processes for employee on-boarding and acclimation.
Oversaw the development of an HRIS system across a multi-state environment, establishing systems to track turnover,
employee data, and data management through self-service portals, utilizing data for recommendations in improving
employee processes.
Responsible for development and oversight, including all benefit plan design and negotiations, of all company benefit
plans focusing on consumer driven health plans with wellness initiatives under a self insured model to control
company medical benefit costs resulting in 2013 per member per month benefit cost equal to company 2008 per
member per month benefit cost, and below 2013 national average costs.
Responsible for oversight of all 401k plan design, administration and fiduciary compliance.
Assist in managing broker relationship and negotiations for company insurance for liability, workers compensation,
umbrella and directors and officers coverage.
Responsible for overseeing the development of the Companys on-boarding process; continue to oversee major
revisions which affect the budget and/or compliance.
Responsible for development and revision recommendations for human resources policies and procedures and
employee handbook, covering issues including disciplinary procedures, social networking, FMLA, benefits
information and individual state appendixes.
Responsible for overseeing the development of all job descriptions across all levels, including analysis of job duties
for FLSA compliance and essential and non-essential functions.
Responsible for overseeing the overall work environment of the company resulting in consistent turnover through last
five years of 14% company-wide, lower than industry health care average of 18%.
Responsible for development and oversight of recruitment procedures meeting organizational needs for hiring and
legal compliance, which resulted in over 600 new hires in each of 2011-2013 and 332 hires in 2010, exclusive of
acquired employees.
Initiated a focus on international clinical students to expand applicant flow, developing a process for visa sponsorship.
Responsible for overseeing the development of reporting systems to assist management in control of overtime,
compliance with wage and hour laws and labor cost savings.
Recommended and oversee RFP process and transition of the following: (1) electronic I-9 vendor; (2) 401K provider
and addition of external investment fiduciary; (3) benefit administration outsourced provider; (4) organizational chart
software and (5) background check screening process vendor.
Counseled executive team on succession planning discussions and changes in upper management due to acquisitions
and/or senior level position changes.
Oversaw strategic initiative as an Employer of Choice resulting in numerous state and local awards, including,
Chicagos Best and Brightest Companies to Work For, Top Workplace Awards in Delaware, Illinois, Indiana,
Wisconsin, and Pennsylvania, and Recognition by the American Psychological Association for ATIs Wellness
Program.
ADDITIONAL INFORMATION
Admitted to the Illinois Bar in 1995
SPHR Designation (Professional in Human Resources)
Anixter Center, a non-profit Agency, Board Member 2014
Pillars, a non-profit Agency, Board Member, 2009-2011, Member of HR Committee, 2009 - 2012
Instructor, SPHR Certification Course, Aurora University, 2009-2011.
Daniel Hung
4015 W Palm Aire Drive #106, Pompano Beach, FL
(312)-927-9991 dhung1@hotmail.com
SUMMARY
Dynamic and results oriented Business Analytics and Pricing Professional with over 10 years of experience
specializing in business planning, competitive analysis, and margin optimization. Proven track record in
leveraging technology and business intelligence skills to develop innovative performance management analytics
and streamlined business solutions. Highly skilled in team management and mentoring, and in fostering and
maintaining positive working relationships throughout all levels of organizations.
EXPERIENCE
LIBERTY POWER CORP, Fort Lauderdale, FL
2009 Present
Largest independent retail electric provider in U.S., providing energy solutions to residential, commercial and
industrial customers in 14 de-regulated states and 58 utilities with more than $700M in annual revenue.
Director, Performance Management and Forecasting (2013 Present)
Promoted after six months in prior position to oversee the development of annual sales budget and quarterly
sales forecast, assessing historical data, qualitative and quantitative inputs and assumptions to evaluate potential
financial and operational risk impacts. Recommend sales campaigns, promotions and margin strategies to
increase market penetration and evaluate impact to profitability. Direct all performance analytics and business
intelligence projects.
Managed margin strategies for 3 product launches achieving 18% growth in annual sales margin in 2013.
Design and implement multiple OLAP data cubes that have resulted in an increase of 300% in productivity
and reduction in reporting discrepancies within 6 months.
Developed new sales commissions reporting system that eliminated reporting discrepancies and increased
turnaround time by 100%.
Managed the procurement of data visualization tool (Tableau) and develop the companys first web based
executive dashboard.
Defined and maintained family, flavor, private label, and size linking relationships on over 1200 items,
across 20 plus price zones, which accounted over $900 million in annual revenue.
Consolidated current pricing and zone structure of the Eckerd, Albertsons, and Longs acquisitions to align
with CVS pricing strategies resulting in $11 million incremental margin.
Coordinated margin contingency projects that generated annualized $40 million in margin by selecting
subcategories and items that would allow for increases with minimal impact to price position and price
perception.
Instrumental in creation and support of 10 new product offerings resulting in an increased customer base by
more than 100%, from 2244 customers to 5570 customers.
Self-taught Excel VBA to design and construct companys first Ameren Utility pricing model which
improved pricing analysis turnaround time by more than 400% and acquired 700 new Ameren Utility
customers which accounted over $25 million dollars in revenue and $1.5 million dollars in margin.
KISHORE KAKANI
23100 Birch Mead Road, Clarksburg, MD 20871
Kishore.kakani@gmail.com, (240) 372-0566
EXECUTIVE SUMMARY
Accomplished IT operations leader and senior program manager with hands-on experience of over
nineteen years - spanning Portfolio, Operations, Program, Project, PMO and team management
Experienced leader in designing and managing infrastructure strategic solutions related to virtualization
and cloud solutions
Significant depth and experience in both business applications (e.g., ERP, CRM, etc) and general
infrastructure (e.g., Databases, Datacenter Operations, Network Operations, Enterprise Architecture, etc
Executive MBA candidate at the Kellogg School of Management (Northwestern University) May
2014
EXPERIENCE
Amtrak, Washington, DC
2011 - Present
Senior Consultant
Infrastructure planning and support
Delivered various projects related to planning, implementation, and migration of infrastructure from
Amtrak data center to IBM data center(s) in SBY (production) and RTP (development, testing, and
standby) sites. This was part of RESNG program initiated by Amtrak to acquire state of art technology
services from various vendors
Developed strategy through technical assessments and cost-benefit models. Devised and implemented
IT investment process, new org design to improve service delivery and reduce costs. Developed
transition plans for finance, and IT functions as well as managed teams in executing integration and
separation strategies. Additionally, responsible for the development and management of transition
services and the identification and realization of transition based synergies for the service contract
Hewlett Packard, Washington, DC
1998 - 2011
Director/Program Manager, Engineering & Operations
Strategic IT planning and implementation
Led a series of IT assessments across the core elements of IT to identify and quantify potential
improvement areas across the business applications, general infrastructure, organization, and operating
procedures. For each opportunity, a detailed analysis of the run-rate impact, one-time implementation
cost, risk, and timeline was provided.
Worked with executive leadership team of several mid-market to large-scale organizations to plan and
implement an overall three to five year IT strategy. This included implementation of new business
systems (e.g., enterprise resource planning (ERP), business intelligence, and commercial and
operational systems. etc), organizational restructuring, outsourcing, and infrastructure build-out. Crosssector perspective leveraging leading practices in each company. As part of our work, there was a
focused effort on quantifying the business value and tracking the value through implementation
Program Management / Project Management
Managed Scope, Schedule, budget for various projects. Managed projects in both waterfall and Agile
methodologies
Examine functional needs; oversee requirements planning/analysis, resource planning and project
management.
Presented project roadmap timelines, budgets, risks, status, and schedule updates to senior executives
Identified PMO current state and conducted a process and project management maturity gaps analysis.
Assisted with as-is and to-be process mappings for key business areas in accounting, finance, treasury
and other supply chain business units.
Performed variance analysis of schedule and cost on a formal and informal basis and present them to
senior management (earned value management system)
Organization Development
Supported the organization through effective training, motivating and mentoring onsite and offshore
project managers, engineers, developers, technicians and support personnel
Led the team at identifying opportunities, analyzing operations, and developing winning solutions
Led development of thought leadership pieces published by the firm on IT best practices.
Sectors Served
Financial Services, Consumer Products, Transportation, Retail and eCommerce, Food and Beverage,
Industrial Manufacturing, Health and Pharmaceuticals, Hospitality, and Consumer Products
Lucent Technologies, New Jersey
1998 - 1998
Consultant (Bell Labs)
System implementation
Led project to implement a new RDBMS system for Bell Atlantic
Assisted in planning and execution of database design, update views/tables, performance tuning and
growth estimation. Led in creation and maintenance of oracle databases, installation and integration of
custom 3rd party application packages
Tata Consultancy Service (TCS), India
1994 - 1998
Information Specialist
Product Support
Provided customer Support, Product Support, after sales support, customer interaction and solving
users problems. Assisted in Oracle database support, performance tuning, CAD/CAM support of
UNIGRAPHICS (product), bench marking the product, implementation of product at the client place
and customizing the product to users requirements
The tasks included installing UNIX (SUN) systems, building file systems using LVM methods,
designing and creating databases by tuning init.ora parameters (environment tuning parameters),
creating table spaces, porting the databases across platforms and file systems
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Executive Masters in Business Administration, May 2014
CHANCELLOR UNIVERSITY, Jack Welch Management Institute, Cleveland, OH
Masters in Business Administration, April 2011
SHIVAJI UNIVERSITY, India
Bachelor of Science in Engineering (BS), June 1994
CERTIFICATIONS/AWARDS
RAVIKIRAN KARANAM
E DUCATION :
MBA, JUNE 2014, KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
MS, Computer Science, University of Texas at Dallas Eric Jonsson School of Engineering & Computer Science
BS, Computer Science, S.V. University College of Engineering
PROFESSIONAL EXPERIENCE
2005PRESENT
JPMorgan Chase, Chicago, IL
DIRECTOR, GLOBAL COMMERCIAL CARD TECHNOLOGY
Held various technology management roles such as Director, Platform Owner, Applications Development Manager, Solutions
Design Manager, Performance Engineering Manager and drove technology initiatives ranging from web platforms to data
migrations in B2C and B2B channels. Led cross-functional teams (staff of 50+) responsible for technology strategy, platform
development, data migrations, client experience and operations across a $200 MM portfolio of leading commercial card
business unit.
Accountable for migrations and conversion program of ~1000 commercial card clients from Legacy platforms to Next
Generation Commercial Card system resulting in ~ $10 MM annual savings. Directed multiple teams of business
analysts, designers, developers, quality assurance analysts with an annual budget of $ 20 MM and delivered the
program with 10% cost savings via innovative technology solutions, onshore/offshore model and streamlined
operations.
Built an industry standard performance engineering center of excellence from scratch and improved commercial card
solutions (Web/Mobile/Batch Channels) performance by 10x. Best practices created leveraged by other teams.
Led the technology strategy, design, development and implementation of Commercial Card solution for Government
Services Agencies resulting in a new $ 3 Billion annual card spend.
Delivered multiple commercial card software releases (release size = 5-10 mil) with in budget. Improved average
product time-to-market (project throughput) by 25% through introduction of agile methodologies.
Streamlined technology processes, reallocating $2 M in unjustified and shadow projects to high-impact initiatives.
Leading JPMorgan Chicago Technology Forum initiative. In 2013 conducted First Technology Expo in Chicago,
showcasing various bank applications across LOBs and vendor technologies, with an attendance of ~400 Chicago
based JP Morgan technologists.
20032005
EZ Solutions, Nashua, NH
IT CONSULTANT/MANAGER FORTUNE 100 COMPANIES
Software consulting services to fortune 500 companies. Talent acquisition and business development for the consulting firm.
Led technology strategy, design and development of software solutions for JPMorgan commercial card business.
Led the effort to improve online performance of Card Request Manager application by 10x.
Led development initiative for a new ecommerce B2B payment system in the largest growing market segment for a
financial firm.
Mentored junior consultants and helped the consulting firm grow by Talent acquisition.
20022003
Designed and developed software solutions such as Event handling system for managing incident process.
Streamlined organization change control notification system increasing time-to-market along with reducing
technology operating costs.
EARLIER EXPERIENCE
3 years of progressive experience in Software Design & Development, and cutting-edge research.
19992002
Held continuously progressive roles, from software developer through software lead roles
Technology innovations (Local Aware wireless network services for DoD, Architecture Technology Corporation) and
web site development (Computer Science department website, University of Texas at Dallas,)
Optical networks research in Advanced Networks Research Lab, University of Texas at Dallas.
P UBLICATIONS
Ravikiran Karanam, Vinod Vokkarane, and Jason P. Jue, " Intermediate Node Initiated (INI) Signaling: A Hybrid
Channel Reservation Technique for Optical Burst-Switched Networks," Proceedings, IEEE/OSA OFC 2003,
Atlanta, TuJ2, vol. 1, pp. 213-215, Mar. 2003. This research was published in Optical Burst Switched
Networks book.
Keywords: Ecommerce, Customer Experience, Digital Strategy, Product Development, Product Marketing, Marketing Strategy, Competitive Product Positioning, Product Road-Mapping, Customer Acquisition, Search Marketing, SEO, Mobile Commerce, Social Media, Digital Technologies, Digital Innovation, Multi-Channel Retail, Loyalty Systems, Transactional Ecommerce, Change Management, Revenue, P&L Management, Capital Budgeting, Talent Acquisition, Leadership Development
PANAGIOTES KARANIKAS
605 11 Street, Huntington Beach, CA 92648 : 714-614-7000 (cell) : pkaranikas2014@kellogg.northwestern.edu
th
SUMMARY
A results oriented entrepreneur and operator with extensive experience in the IT and Professional Services
Industries. Proven track record of starting and building companies that create value for customers and
shareholders across several industries including Military & Defense, Government (Federal, State, and Local),
Space & Avionics, and Residential Real Estate. Primary areas of expertise include starting companies focused
on professional services, software development and data & database architecture design (emphasis on Oracle
technologies).
Current responsibilities include General Management (GM) of company division focused on design and
development of complex RF subsystems and delivering professional services. Responsibilities include business
development, operations, P&L accountability, leadership, recruiting talent, strategic client relationship
management, engagement planning, and people development. Responsible for providing strategy and thought
leadership to CEO and board around Alliances/Mergers/Acquisitions and future product development.
PROFESSIONAL EXPERIENCE
Avrio Technology Group, LLC., Huntington Beach, CA
2010 - Present
Co-Founder / Senior Vice President / General Manager
Avrio Technology Group, LLC (www.avriotechnology.com) is a global electronics manufacturer focused on
Radio Frequency (RF) products. Avrio employs over 185 employees with offices in Middleton, WI; Huntington
Beach, CA; Cambridge, UK; and Hong Kong, China. Co-founded Avrio and serve as the Senior Vice President
as well as the General Manager of the Avrio Systems Engineering (ASE) Division. Responsibilities include
assisting with acquisitions and alliances, daily operations, and oversight of all engineering divisions. Negotiated
the funding of Avrio with Chicago-based private equity firm LaSalle Capital Group. Partially funded the
creation of Avrio with personal capital. Operating at 30% EBITDA.
H&L Rental Homes, LLC., Charlotte, NC
2006 - Present
Co-Founder and Managing Partner
H&L Rental Homes, LLC (www.hlrentals.com) owns over 30 properties and manages over 180 properties for
investors in the U.S. Mid-Atlantic region. Created value in the real estate market downturn by restructuring
existing financing, contributing personal capital, setting up partnerships with local contractors, and finding new
properties to add to portfolio with increased margin. Restructured existing IT infrastructure, property
management software/process, and accounting software. Operating at 45% EBITDA.
Panos Corporation, Huntington Beach, CA
2000 2010
Founder and President
Panos Corporation (www.panoscorp.com) was an engineering professional services firm primarily servicing the
Intelligence community. Provided System Engineering, Software Development, Data Architecture, and
Database Administration to various Federal, State and Local agencies such as the Los Angeles Unified School
District (LAUSD), US Library of Congress, various DoD programs and multiple special US Intelligence
programs. Created value by attracting the best engineers available and getting them security clearances.
Personally funded the start of Panos and built the practice to 25+ consultants with 40% EBITDA. Acquisition
of Panos by LaSalle Capital Group, LLC. was completed in October of 2010.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Master of Business Administration, Degree Expected (December), 2014
UNIVERSITY OF PITTSBURGH, Johnstown, PA
Bachelor of Science, Electrical Engineering, 1997
Cum Laude (Ranked first in EE division graduating class), Presidents Scholar, Chi Lambda Tau National
Honor Society
ADDITIONAL INFORMATION
Sam Khan
24911 Donegal Way, Plainfield, IL 60585 ~ 630-802-0000 (C) ~ skhan2014@kellogg.northwestern.edu
Dynamic, results-oriented Vice President with 20 + years of broad-based, diverse experience encompassing a
wide range of fast-paced, demanding retail and franchise environments. Passionate, hands-on leader with
empowering and collaborative leadership style that engages all levels in strategic programs to drive revenue
and customer satisfaction.
CORE COMPETENCIES
Market Start-Up and New
Business Development
Multi-Division, Region and
Market Sales Leadership
PROFESSIONAL EXPERIENCE
Sleepys The Mattress Professionals, Hicksville, New York, 5/2013-Present
Regional Vice President
Recruited to lead the rapid expansion of an iconic New York brand into the Midwest Region. Designed launch
strategy encompassing operations, marketing, human resources and other teams to ensure partnership and
success. Responsible for the recruitment and development of a strong sales and operations team for stores to
be based in a multi-state region.
Key Achievements
Successfully Launched 30+ stores in the Chicago market with a goal of 100+ stores by 2015
Developed New Store Set-up Processes, focused on precision in talent and site selection
Implemented sales and accountability tools across the company designed to ensure optimal
performance of the Mattress Professionals, District Managers and Market Directors.
Partnered with peers and cross functional teams to help execute a company-wide organizational
realignment to ensure scalability and long term success of the company
Page 1
SAM KHAN
Cricket Communications, Chicago, Illinois, 11/2007-2/2011
Director of Sales
Defined go-to-market strategy and built sales and marketing infrastructure to support company owned retail,
branded partners stores and third-party retailers. Developed dealer (Franchise) base across Illinois and
Indiana. Responsible for the successful building and operations of 175+ dealer and company owned retail
stores. Created and implemented new distribution strategy using complex market data and knowledge of local
markets to identify hundreds of new distribution points.
Key Achievements
Created a Successful Ad Campaign Utilizing $1.3M in Co-Op funds to increase brand awareness
Managed Site Selection for 100+ Locations and Negotiated 32 Corporate Leases
Recipient of Leaps and Beyond award for creating a new mapping system to help identify retail store
distribution opportunities for the Ohio market.
EDUCATION
Master of Business Administration (Expected December 2014)
Kellogg School of Management
NORTHWESTERN UNIVERSITY, EVANSTON, IL
Bachelor of Science, Marketing (2000)
NORTHERN ILLINOIS UNIVERSITY, DEKALB, IL
Page 2
SOHEL KHAN
PROFILE
Technology Leader with 15+ years experience at Sprint, Comcast, and SETVI. Managed 10+ projects
ranging from $1.5M to $55M in partnership with Oracle, Cisco, Ericsson, Amazon, SAP, and Infosys. Led
a Comcast multimedia product management and development project that earned yearly revenue of
$40M. Led an innovation team that created technology strategies and architecture of Sprints 3G/4G
network for 35M customers. Achieved two US patents. Won Sprints Network President Award.
Holds PhD, EE, University of Kansas and MBA, Kellogg School of Management.
General Management
Analytical and Technical
SETVI
Chief Executive Officer (CEO)
SKILLS
Vision and Big Picture
Fast Problem Solving
EXPERIENCE
Execution
o Managing 9 direct reports, collaborating with 3 board members, and 2 investors
o Raised seed capitals and in process of raising equity from angel investors and VCs
o SETVI v1.0 is developed and released: 2 customers in production, and 15 prospects
o Coordinating with Flaster-Greenbarg Law firm for incorporation and investor agreements
o Developing forecast, financial valuation, and budget in consultation with external CPAs
o Creating Business and Technology vision, Technology Architecture, and Product Value
o Recruiting talent to scale the startup and contribute to our energetic and enjoyable workplace
COMCAST
Principal Engineering Manager
Philadelphia, PA
2007-2013
Leadership
o Led 24 members teams in RFI/RFP process with procurement budget of $55M+
Selected best vendor solutions for Internet interactive multimedia systems
Participated in the procurement negotiations to reduce cost
Certified and deployed benchmarked product in the network
o Led interdepartmental teams of 26 engineers and project managers in full SDLC life-cycle and
market launch of Internet multimedia products that earned yearly revenue of $40M+
o Presented recommendation and status reports to the C-Level executives
Technology and Analysis
o Architected Comcast 2017 Internet multimedia technology strategy and vision
o Presented to executives project value proposition, charter, plan, and budget
o Developed product and technology requirements, design, and operational models
o Conducted financial, risk, and process improvement analysis
o Awarded 1 US patent and filed four patent applications in US Patent office waiting queue
External Relationships
SPRINT
Principal Technology Strategist
Overland Park, KS
1998-2006
Strategy
o Led teams of engineers, scientists, and mathematicians to develop technology evolution strategies
of 3G/4G networks for 35M+ customers.
o Authored technology strategy, network evolution plan, and architecture documents
o Presented recommended Technology Evolution Strategy to C-Level executives
Research
o Managed Sprints 2 multimedia technology research projects at the Columbia University, NY and
Sprints 4 technology research projects at the University of Kansas
o Researched innovative and competitive technologies for threats and opportunities
o Researched revenue optimization and cost reduction models applying microeconomic Game
theory, Internet engineering, and statistics
o Conducted technical due diligence and agreement review in M&A teams in 3 separate projects.
Sprint-Nextel merger project was materialized
o Represented Sprint in Internet engineering standard bodiesIETF and ATIS
o Published IEEE, IETF, ATIS, and ATM Forum papers and standards
Engineering
o Led teams in architecting and designing Sprints innovative 3G/4G and Internet networks.
o Led RFI/RFPs team to select best vendor systems for Wireless technologies, Web, VoIP, Video, IP
router, application server, and database
o Recommended to VP and SVPs the best vendor system for acquisition
o Developed model and conducted simulations to determine engineering rules and metrics
o Achieved one US patent.
o Won Sprint Presidents award for Year 2000
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY
MBA
UNIVERSITY OF KANSAS
Ph.D. Electrical Engineering
Evanston, IL
2013
Lawrence, KS
2006
Dissertation: Optimizing Providers' Profit in Peer Networks Applying Automatic Pricing and Game Theory
MS Electrical Engineering
Thesis: The Performance of Heterogeneous Edge-Core ABR Network Supporting VBR Traffic
BS in Electrical Engineering with Distinction
1998
1995
Christopher J. Kodosky
676 So. Berkley Ave., Elmhurst, IL 60126
847-682-6074 (mobile), cjkodosky@gmail.com
SUMMARY
Finance executive with broad based business perspective garnered from roles in corporate finance and business development.
Demonstrated ability to lead change and deliver results using collaborative communication, analytical, and leadership skills.
Career progression through a wide range of organizational environments: entrepreneurial, public company, Big 4 M&A
consulting, and international. Highly principled with an ongoing curiosity for learning.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
MBA, 2014
UNIVERSITY OF ILLINOIS, COLLEGE OF BUSINESS ADMINISTRATION, Urbana-Champaign, IL
BS in Accountancy, GPA of 4.7/5.0, 1995
CPA certification (May 1995, 1st sitting)
EXPERIENCE
AMCOL INTERNATIONAL CORPORATION, Hoffman Estates, IL
2004 Present
Vice President, Finance & Controller
2011 Present
Corporate Controller
2004 2011
A $1 billion, multinational industrial and consumer products company, AMCOL operates in four segments: performance
materials, construction technologies, energy services and transportation. Highly decentralized, it has grown its revenues from
$450 million in 2004 to over $1 billion in 2013 with 50% of its profits generated in over 25 countries. Report directly to the
CFO; selected to actively engage and contribute on a wide range of strategic initiatives with Senior Management. Able to
work effectively across functional and operational lines to influence change.
Treasury, Risk Management and Governance
Renewed our revolving credit facility renewal resulting in a 33% increase in the facility to $300 million, a reduction in
interest rates, and favorable revision in covenants.
Responsible for worldwide foreign currency exposure management program with monthly derivatives trading activity
exceeding $80 million. Implemented software to manage currency exposures and derivatives.
Assist in treasury endeavors including new debt issuance, interest rate swaps, structured transactions, and restructuring
debt covenants. Responsible for managing cash, efforts which reduced debt and increased return on invested capital.
Evaluated a cash pooling program for our European subsidiaries.
Assumed responsibility for the worldwide insurance renewal and helped evaluate a captive insurance program.
Participate in audit committee meetings.
Finance & Accounting
Manage the preparation of all SEC filings and compliance with US GAAP and SEC regulations. Guide subsidiaries in
gathering information necessary to fulfill our public company and management reporting responsibilities.
Responded to multiple SEC comment letters and led the restatement of public filings.
Serve as de facto chief accounting officer and resource for subsidiaries in the application of accounting principles and the
financial statement consolidation. Lead the relationship with external auditors and assisted CFO and CEO to retain new
auditors.
Manage the accounting operations of the parent holding company, including certain shared services functions. Reduced
close time from 6 to 4 days.
Responsible for implementing sound internal controls and compliance with SOX regulations within a period of 6 months
from joining the company. Successfully encouraged the CFO to create an internal audit department.
Technology management
IT management: strategy, governance, lifecycle
management, technology evaluation, data
management, tech support, capability development
Innovation management
Deep technical and scientific expertise in Biology,
Computer Science and Bioinformatics
EXPERIENCE
DOW CHEMICAL, AgroSciences Division, Indianapolis, IN
2010 - Present
Biotech/Agricultural Industry
Director / Global Leader R&D IT and Data Analysis
Lead the ITDA (IT and data analysis) group. Accountable for 100 staff members, > $30 million annual budget,
$2-5 million capital per year.
Led the creation of ITDA by integrating six fragmented IT and analytics teams into one centralized
customer focused unit within the first three months of arrival in the new job
Developed the ITDA vision and strategy with the objective to empower R&D to out-innovate our
competitors by making predictive, data driven decisions
Implemented the ITDA strategy through initiatives and balanced score cards
Created IT governance structures: teams, portfolio management, stage gate processes for systems
development, architecture teams
Grew and developed talent in the group through training, recruitment and role changes; at least half of
the staff are new recruits or experienced a significant role change
Created a culture of respect and effective partnership with IS and IR (DOWs central IT groups)
Saved > $10 million capital by rightsizing the data center and high performance computing environment
Successfully made the business case to invest an additional $75 million over the next few years to
upgrade the R&D IT systems and analytics capabilities to meet the companys growth aspirations
ELI LILLY, Indianapolis, IN
2008 - 2010
Pharmaceutical Industry
Group lead / Research Scientist IT
Led and positioned the Biomedical Informatics group. Launched cross functional projects with IT, Global
Health Outcomes, Statistics and R&D. (2009 2010)
Identified and prioritized several novel drug targets for cardiovascular diseases
Led the development of computational methods for drug repurposing and therapeutic switching
Delivered text mining capabilities, saving 5 person years of manual work
Led an Architecture and Capabilities group. Initiated and implemented architecture projects by leveraging a
Chinese outsourcing provider and Lillys Informatics team in Singapore. (2007 2009)
Developed a reference architecture for data integration
Benchmarked and evaluated data integration solutions through POCs (Proof of Concepts)
Identified capability gaps in text mining and user interface design, resulting in two new positions
Authored 30 peer reviewed journal publications; gave more than 20 conference talks
Board member and peer reviewer for several scientific journals, conferences and projects
Taught 20 university lectures and classes in Landscape Architecture and Bioinformatics
Languages: English - fluent, German - native speaker
U.S. Green Card holder - EB1(b)- Extraordinary ability petition / Outstanding Researcher
Ravi Konkimalla
th
PROFESSIONAL EXPERIENCE
TARGET CORPORATION, Minneapolis, MN
2005 Present
Manager (Senior), Solution Engineering, Technology Services (2011 Present)
Ensure IP retention, planning for optimal resource utilization, and process design for cost optimization and
quality of solutions.
Business Operations
Led a team of ~100 engineers to execute on software development projects worth $125MM+,
delivering on-time and on-budget solutions
Mentored and coached the team to improve team member engagement by 50% (to 93%, measured as
part of an annual survey)
Corporate Planning
Orchestrated resource planning to meet current and future needs across multiple teams to execute on
Multi-channel initiative (~$150MM spend) to ensure timing and quality of solution development
Leveraged strategic vendor partner relationships to improve the IP coverage by 25% (to 65%)
Process
Led cross-functional teams to improve efficiency (~20%) and quality (~25%) of software solutions
Defined processes to streamline and optimize estimation process in a matrix organization
Process Leader/Manager, Supply Chain Performance Management (2008 2011)
Business owner of performance measurement solutions, solution roadmap planning with technology
partners, people management, and project management.
People Management
Led a team of 5 Project Managers to provide solutions that optimized key operational goals: payroll
cost, inventory optimization and flow rates
Project Management
Championed development of performance management systems to implement robust governance of
projects, resulting in savings of ~$8MM per year
Drove strategic business intelligence projects ($300K - $1MM) to improve decision making capability;
saved the business unit approximately $4MM
Process Design & Improvement
Represented business unit at Information Security Steering Committee to design, plan, and implement
security strategies to reduce corporate exposure to potential data security threats
Defined and implemented processes to manage deployments, implementations and defect resolutions to
avoid conflicts and minimize impact to business operations
EDUCATION
KELLOGG SCHOOL OF MANAGEMENTM, NORTHWESTERN UNIVERSITY, Evanston, IL
Master of Business Administration, degree expected, June 2014
IOWA STATE UNIVERSITY, Ames, IA
Master of Science in Industrial Engineering, Minor in Statistics, 1998
OSMANIA UNIVERSITY, Hyderabad, India
Bachelors in Engineering in Mechanical Engineering, 1996
ADDITIONAL INFORMATION
Interests: Cricket (captain of an amateur cricket team), Racquet Ball, Running, Investment club and
spending time with my family
Six Sigma Black Belt Certification Seagate Technology, August 2002
KEITH D. KOSTRZEWSKI
Chicago, IL | 917.428.5749
PROFILE
An Innovative, passionate and results-oriented professional with a cross-functional leadership background in client
engagement, enterprise sales, operations, and strategic marketing. Possesses strong interpersonal, communication
and development skills, with a proven ability to deliver against aggressive project objectives, revenue goals and client
satisfaction. Demonstrated ability to unite cross-functional teams and business units to create and achieve aggressive
organizational goals with efficacy and innovation as key drivers.
EXPERIENCE
PEARSON EDUCATION, Chicago, IL
2011-Present
Pearson, the world's leading learning company, has global-reach and market leading businesses in education,
technology, and consumer publishing
Account General Manager Large Accounts Chicago (August 13 Present)
Responsible for the brand and reputation of Pearson and all products, services and solutions in strategic accounts,
including Chicago Public Schools. Accountable for achieving and exceeding Pan-Pearson revenue objectives and
building long-term strategic relationships with the district leadership.
Developed strong strategic and results-oriented relationships with CPS Leadership, driving a significant change in
client perception and engagement with Pearson, transitioning from vendor to partner.
Manage Pearsons Business relationship with CPS, which includes revenues over $20MM annually, working with
Chief Business Officer and heads of Technology, Assessment and Instruction to increase program effectiveness
Lead Pearson engagement with CPS on 1:1/Personalized Learning, serving as a consultant to the district to drive
cross-departmental conversations between Technology, Instruction, Assessment and Accountability around digital
transformation. Current engagement will lead to significant revenue opportunities for the years to come.
Ongoing Strategic engagements that will lead Chicago to become Pearsons marque large district customer.
Engagement Manager K12 Solutions (January 12 - August 13)
Pearson lead on strategic accounts, including Chicago, New York City, Cleveland, and Virginia Beach, managing the
overall client relationship across all business units.
Responsible for managing cross-functional revenue and adoption strategies, building a cohesive, aligned team of
Sales and Services Executives across all business units
Identify opportunities to sell additional products and consulting services by working with the entire portfolio of
Pearson companies and/or partner solutions which best meet the needs of the client
Prepare an annual strategic account plan, supporting the district goals and priorities
Serve as an escalation point for project and implementation related issues, oversee client renewals and
monitor/maintain customer satisfaction, while managing client expectations against goals
SCHOOLNET, New York, NY
2004-2011
Leading provider of instructional improvement education software that increases student achievement, teacher
quality and operational efficiency (Acquired in June 2011 by Pearson Education)
Program Manager Chicago Public Schools (January 09 December 11)
Lead for high profile district program strategy, budget reconciliation, client relationship and overall success.
After taking over as client manger, oversaw efforts that saw application usage increase over 100% annually for
three consecutive years, working with Assessment, Technology and Accountability teams
Efforts in Chicago drove the foundation for deployment strategy for large-scale online assessments and summer
school deployment practices, used across multiple clients.
Secured contract renewals (3) of $1MM+ based on adoption, client satisfaction and program effectiveness.
1999
EDUCATION
MBA: KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Executive Masters of Business Administration, 2014
Recanati Graduate School, Tel-Aviv University: Global Elective, Intellectual Capital Management, Venture Capital
UNDERGRADUATE: PROVIDENCE COLLEGE, Providence, RI
Bachelor of Science, Marketing, 1995
Men's Varsity Soccer, 95-98 - Co-Captain; Big East All-Academic Team
Athletic Department Work Study (Sports Information, Compliance)
Hasbro Childrens Hospital Volunteer
SPENCER W. LAMY
7510 NW 7th Street, Plantation, FL 33317
786-512-8769
spencerlamy@hotmail.com
Strategic Planning
Technology Evaluation
IT Governance
CORE COMPETENCIES
Team Building & Development
Systems Design & Integration
Service & Process Improvement
Vendor Management
Software Engineering
Budget & Cost Control
PROFESSIONAL EXPERIENCE
CIMA TELECOM GROUP, Miami, FL
2002 Present
Chief Information Officer / Chief Technology Officer (2008-present)
Promoted to oversee all technology operations for international parent company, which included up to 5
business units for revenues of up to $350M. Duties included strategic planning, development of policies and
procedures, M&A operations and IT evaluations; managing daily activities, such as software development,
ERP/CRM implementation, VOIP service deployment, 24x7 network operations center, telecom and network
infrastructure, multi-datacenter support and virtualization. Manage a team of 32 operational employees
worldwide in Turkey, Argentina and Ecuador. Manage outsourcing teams in Germany, India and Poland.
Administer over $10 million budget.
Selected Accomplishments:
Enabled $50M in expected new annual revenues by leading the operational design, development and
deployment of a Wholesale Cloud Solution platform. This platform was the winner of The Product Of The
Year Award for 2012-2013 from TMCNet.
Secured $10M in new revenues from client by completing a PCI initiative in three months.
Facilitated $40M in new revenues by leading the design, development and deployment of 2 new platforms.
Enabled $10M in new sales by implementing specialized development practices to eliminate fraud on
eCommerce website from 600 chargebacks per month to less than 3.
Saved $1.25M over 3 years by negotiating new collocation contract, negotiated a discount for additional
business and a cap on power cost.
Realized $950,000 in annual savings by leading multi-tiered project to implement geographical redundancy,
merge 3 data centers, consolidate networks for 5 international companies, and terminated 28 facilities.
Created SLAs, RFPs, and pricing structures, and prepare responses to incoming RFPs.
Operational Improvements:
Optimized project management performance by implementing new Project Management Office (PMO).
Planned and managed successful PCI Level-1 compliance initiative and achieved compliance 8 months
ahead of schedule. Project included risk assessment, new policies and procedures, and infrastructure change.
Directed critical move of three 24x7 data center simultaneously with zero downtime.
Increased stability and quality of services by introducing new processes and technologies, including
outsourcing of email, custom network security policies, hardware selection guidelines, and global
management systems.
Instituted professional development programs and policies for team certification in Project Management
(PMP), Six-Sigma, Microsoft Technologies, CISCO Security and Networks.
Improved operations by instituting SOPs for business continuity, disaster recovery, data retention,
application development, IT security, vendor relations, outsourcing, and management of information.
SOUNG LEE
56-25 Hollis Court Blvd, Fresh Meadows NY, 11365
C: (516) 659-4460 sounghlee1@YAHOO.com
SUMMARY
A seasoned technology business manager, with a 14 year track record of monetizing complex technologies and
leading non-aligning teams with limited resources in challenging climates to consistent successful results.
EXPERIENCE
2003 - Present
Crafted competitive positioning and tactical sales strategies that energized Centrex and VoIP-Centrex sales
Produced proposals, white papers, customer presentations and many other invaluable sales enhancing tools
Created sophisticated statistical analysis, forecasting metric tools while working directly with sales teams
2002
2001
1999 - 2001
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY,
Executive MBA Candidate
Evanston, IL
degree expected 2014
1998
RODRIGO LEIVA
1155 Brickell Bay Drive, #1808, Miami, Florida 33131
PROFILE:
305.989.3865; rodi.leiva@gmail.com
EDUCATION:
2013
2000
1996
AIGLON COLLEGE
Graduate
Washington, D.C.
Villars, Switzerland
PROFESSIONAL HISTORY:
2011 to Present
Floral category management services include innovative solutions that increase sales through
consultative pricing analyses, supply chain management, product design, packaging, and in-store
display designs.
2002 to 2011
ESMERALDA FARMS
Miami, Florida
(Floral industry market leader that breeds, grows and distributes fresh flowers to wholesalers and mass
market customers throughout the United States and Canada; 7,000 employees and $100 million in
annual sales.)
Strategic Relationship Manager (2008 to 2011)
Spearheaded new department that generated and grew new supermarket sales throughout North
America, ending the departments first year with $19 million in sales, $6 million of which was
personally generated. Among key accounts: Wal-Mart, Sams Club, Publix and Giant Ahold.
RODRIGO LEIVA
Page Two
Top producer among 23-member sales force for three consecutive years, generating 13% of
companys North American sales. Achieved this sales distinction within the shortest period in
company history.
Generated $2.5 million in new business in first year, and reached $6 million in sales at year end
2011, with a perishable-product unit price of $.30.
Conducted multiple seminars annually to wholesalers and their florist retailers as a consultative
sales approach to help grow their businesses, an effort that consistently increased Esmeralda sales.
Strategically planned and led complex business expansion project, which resulted in streamlining
time-sensitive product distribution, reducing freight costs, and substantially increasing market share
and sales.
2001 to 2002
Miami, Florida
Financial Advisor
Generated sales and grew business by conducting numerous client seminars on retirement, 401K
management, IRAs and multiple insurance programs.
2000 to 2001
PLANET FINANCE
Paris, France
(Provider of loans to microfinance institutions throughout the developing world to aid the fight against
poverty.)
Research Analyst
Researched Latin American credit institutions/potential markets, conducted feasibility studies, and
developed proposals, establishing institutional relationships to facilitate funding to assist povertystricken people.
LANGUAGE SKILLS:
Boris Lester
SUMMARY
Multilingual Operations leader with a diverse background in building teams, project management and
transforming business units. Execution-focused leader with a proven track record of developing people who
deliver results. Seeking a Global Director that requires ability to link financial impact to business strategy.
EXPERIENCE
GE CORPORATION
2005 - Present
GE Energy Water and Process Technologies
North American Filters & Membrane Quality Leader, Minneapolis, MN
2012 - Present
Lead a world class 7-person organization, including 3 senior engineers, across 4 North American plants. Team goals
focus on improving product quality, leading Lean & Kaizen activities, and new product introductions.
Managing the qualification aspects of a new $18MM+ expansion project including a new facility, design,
purchase, and relocation of equipment, to be completed over 3 years.
Achieved $3.6MM+ decrease in scrap and warranty for 2012 and 2013 by reorganizing 50% of the team
through recruitment of new talent and improving analytical capabilities.
Established a Kaizen Promotion office that identifies high potential operators and provides Lean training. In
2013 the team of 4 completed 100 kaizen events, resulting in $300K of variable cost productivity.
GE Capital Americas
Sourcing Operations and Supply Chain Leader, Stamford, CT and Eden Prairie, MN
2010 - 2012
Managed a 30-person purchasing team supporting 3,000+ users across North America with a yearly spend of
$600MM. Led process for product selection, vendor qualification and screening, set up and conversion of
requisitions into purchase orders and payment disbursement.
Identified and eliminated 4 of 12 steps, in the purchasing process resulting in a 44% time improvement.
Partnered with IT team to develop a user interface eliminating incomplete invoices leading to a 20% increase of
on time delivery from vendors to GE Capital.
Eliminated 11K of redundant and small purchase vendors by leading the simplification initiative
Successfully transitioned 4 newly acquired financial leasing businesses to Oracle ERP purchasing over 2 years,
resulting in a more simplified system landscape for GE Capital.
GE Corporate
Senior Auditor Financial and Operational, Detroit, MI
2008 2010
Conducted audits for GE Capital (Russia & Latvia), GE Transportation (US & Italy), GE Energy, GE Corporate and GE
Aviation. Primary areas of focus were balance sheet, income statement and compliance investigations.
Led M&A work for a $2B European Bank acquisition, resulting in a new reserving method.
Responsible for the development, daily deliverables, and satisfaction of 10 junior associates; promoted 5
trainees to Senior Audit Manager over 2 years while traveling between customer sites 100% of the time.
Identified a variance between the physical inventory and the ERP inventory resulting in a $20MM write-off.
Received two monetary rewards for team leadership, and going above and beyond client expectations.
GE Water
R&D Program Manager, Boulder, CO
2006-2007
Managed the development and design of a manufacturing process to make a portable water analysis device.
This included relocation, installation and startup of equipment from a lab in New York to Colorado.
Identified a product flaw, resulting in project cancellation, avoided a $11.2MM purchase of raw material.
Established a new supply chain of raw materials to support 1MM units per year production line. Negotiated
contracts resulted in a $8.4MM cost reduction.
Partnered with Human Resources to design roles, and recruited 10 operators and 5 engineers .
ADDITIONAL INFORMATION
English (fluent native), Russian (fluent), Spanish (conversational)
Green Belt and APICS certified
Ambassador, Childrens Lighthouse Hospice of Minnesota charity (2012 - Present)
Sculpture/metal work experience with focus on aluminum, bronze and copper sculptures (1996 - 2004)
Sports: Competitive runner; Completed 3, 200-mile 36 hour Relays (2010-2013); Ultimate Frisbee team
captain (2010 - Present)
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Executive MBA, (2012 - 2014) Expected graduation December 2014
MICHIGAN STATE UNIVERSITY, East Lansing, MI
Bachelor of Science in Mechanical Engineering, 2004
Co-op educational program with Dow Chemical Company (2001 - 2004)
PROFESSIONAL EXPERIENCE
AMERICAN EXPRESS, New York, New York
2012 Present
Director, Technology Capabilities, Merchant Financing
Operate like the CIO for a new, high-growth business unit - American Express Merchant Financing
(americanexpress.com/merchantfinancing). Lead all aspects of technology including product strategy and technology blueprint,
architecture, product development, financials, service delivery and performance management. Conduct industry and competitive
analysis for Lending and Cash Advance industry. Contribute to business case development, prioritize projects and monitor product
backlog. Partner with all business functions including Sales, Marketing, Operations, Risk, Compliance, Legal, Finance, Technology
and external service providers to scale-up business with high double-digit, y-o-y growth. Manage day-to-day operations of group
with a cross-functional staff of 120+ including Program & Product Managers, Business &Technical Architects and other technical
resources. Administer annual CapEx, OpEx and G&A budgets of $10M.
Key Projects & Achievements:
Leveraged product-centric lego approach to create technology platform using a combination of SaaS offerings, packaged
software and custom-developed systems. The platform created sustainable competitive advantage in the market place
delivering 50% y-o-y revenue growth in 2013 and 72% growth in gross profit.
Provide leadership on strategy for new product offerings. For example, a new, innovative online capability that will reduce
the application to funding cycle-time from 72+ hours to 1 hour, creating additional value for customers and reducing
acquisition costs by up to 90%.
Expanded marketing and origination technology capabilities in 2013/14 to target an additional 600K small and medium
businesses and support y-o-y increase in market penetration of 89%. Bolstered online presence creating incremental value
Oversaw the delivery of product extension called Universal Payments to lend against non-Amex receivables. The net result
was a 2.3X increase in contribution margin and increased value for merchants. Expanded distribution channels through
integration with credit card processors further increasing diffusion of Merchant Financing in the market.
Navigated portfolio from start-up to growth phase. Established governance processes, financial, contract and vendor
management. Led initiative to enhance operational efficiencies of department to increase productivity through team
structure by 15%, improved asset utilization by 20%, reduced ongoing cost by 18% and time-to-market by 20%.
Crafted technology product strategy and roadmap for vertical and horizontal expansion in US and international markets.
2011 2012
AMERICAN EXPRESS, Fort Lauderdale, Florida
Program Manager, Technologies, World Service
Led product development for the World Service, New Accounts business unit. Managed roadmap and delivery of large platforms &
strategic organizational initiatives with multi-million dollar budgets. Collaborated with business and technical leaders, managers and
architects to outline product strategy and blueprint. Supervised operation of multidisciplinary teams with over 60 members operating
across multiple geographically dispersed locations. Oversaw budgets, contracts and vendors. Managed overall IT governance.
Key Projects & Achievements:
Innovated and developed a tablet-based acquisiiton & servicing product for deployment in high-touch JAPA markets that
reduced new card application processing time to minutes, increasing efficiency and eliminating back-office workload.
Directed the development and launch of a multi-million dollar global product platform for new card acquisition, application
processing and customer servicing in 20 markets worldwide in 18 months. Deployed Agile and Lean methodologies.
Spearheaded market launch strategy cutting down time-to-market by over 40%.
Managed day-to-day operations of portfolio. Championed Agile implementation. Led strategic initiatives including BCP, DR,
Reengineering, platform architecture uplift while reducing overall cost of IT infrastructure and support.
2005 2011
IBM GLOBAL BUSINESS SERVICES, Fort Lauderdale, Florida
Consulting Program Director / Deputy General Manager
Provided consulting to American Express and other Fortune 100 Financial Services clients to create long term product roadmaps
and delivery of turn key initiatives for functions including Servicing, Digital/Online, Marketing, Finance, Pperations, Risk, Dispute
Management and Business Intelligence. Directed, planned and executed all aspects of major, global IT programs with multi-million
dollar budgets. Hired, and supervised staff of over 40 members across multiple geographically dispersed locations.
Key Projects & Achievements:
Led the delivery of large-scale, enterprise platforms using a product centric approach to create business value and longterm sustainability. Chaired product and feature prioritization committee.
Oversaw budgets, P&L tracking and management; responsible for $6MM+ revenue target and CGP for multiple portfolios
across consulting engagements.
Implemented a global delivery model, with initial ratio of 30% onsite / 70% offshore. Improved ratio over time to
15% / 85%. Reduced overall project duration by over 30% and cost by over 35%. Managed y-o-y growth of 20%.
Led the Performance Appraisal initiative for 700+ employees in the account. Developed a standardized role-based goal
management framework and metrics-driven appraisal process for uniform performance assessment.
Monitored employee performance, appraisals, set goals, and provided professional coaching; Strategized global allocation
to reduce the overall project delivery time, increase efficiencies, reduce time to market and overall costs.
Directed the development, testing and implementation of a New Accounts Servicing Portal platform, a $6 million, 1,000
concurrent user, high transaction volume, web based platform.
Managed overall testing for the US Credit Card Disputes platform with a global team of 20 QA leads and testers.
Architected and led development of marketing and campaign management platform called Acquisition Tracking System
and 3,500+ user, Credit Servicing Portal for the Credit Risk for a Fortune 100 client.
Led the architecture and development of the Foundational Modules of ShopAmex.com, a shopping portal.
Instrumental in the delivery of a leading-edge application utilizing XML and Web Services during a period when XML
standards were not yet accepted industry-wide. Played a key role in the rollout strategy for CRM product.
KEVIN P. MARRA
kevin.marra@gmail.com Miami, FL 33131 (786) 473-4532
PROFILE
Strategy and business development executive with 13 years of management consulting experience.
Expertise in building strategies for organizations that balance long-term investment with near-term
objectives and implementation limitations. Natural communicator and team builder that is capable of
making confident and informed leadership decisions.
EXPERTISE
eCommerce Strategy
Business Development
PROFESSIONAL EXPERIENCE
IBM
Associate Partner
2010-Present
Miami, FL
Page 1
Hitachi Consulting
Managing Consultant
KEVIN P. MARRA
Created an implementation strategy and project plan that merged clients Japanese corporate
objectives with the US based subsidiarys local requirements.
Designed and implemented an attribute based pricing strategy for clients sales force incentive
program leading to greater transparency in commission payments and behavior control.
Served as project manager and sales team lead for a $5M software implementation.
Led change management initiatives to reinforce value and objectives of project implementation to
each department and the corporation.
IBM
Managing Consultant
Senior Consultant
2007-2008
Miami, FL
Acted as a logistics process consultant for automotive manufacturer seeking to standardize service
parts process across geographies and business units.
Led requirements gathering workshops with clients from multiple geographies and business units with
as many as 50+ participants per meeting.
Managed client stakeholders to consensus as to the best possible global process for a given business
function.
2009-2010
Miami, FL
2005-2007
Miami, FL
Acted as an ERP sales and distribution implementation team lead consultant for a biomedical device
and pharmaceutical firms.
Adopted clients processes to work best with ERP software.
IBM
2001-2005
New York, NY
Served as a process reengineering consultant and configured software for clients in multiple industries.
Worked on projects in the US, Mexico, Brazil, Germany, China and Australia.
Consultant
EDUCATION
University of Connecticut
Expected 2014
Coral Gables, FL
1997-2000
Storrs, CT
COMMUNITY
Overtown Youth Center
Tutor/Mentor
Last Update: January 6, 2014
Miami, FL
2007-Present
Page 2
involvement to successfully create and implement innovations (average reduction of 11% of total cost);
Created business case to define international procurement offices strategy in low-cost countries.
2004 to 2007
Webb Consulting
Senior Project Manager
2006 to 2007
Managed large accounts, including project budget control, sale of new projects, management of project teams (managers
and analysts); responsible for project P&L, project revenue based on success fee. Managed Unilever and Whirlpool
distribution channels restructuring projects in Brazil;
Head of the merging project of Gessy and Best Foods (Unilever) sales operations in Brazil, focusing on cost reduction,
10+ distribution centers, 12+ key accounts, 1000+ points-of-sales (distribution cost reduction of 9%); team: 15 people;
Head of the restructuring and optimization project of Whirlpool sales operations in Brazil, focusing on service level
improvement, redefinition of client strategy based on Internet sales, migration to centralized distribution center,
creation of operational business partnerships for remote Brazilian states; team: 12 people.
Project Manager
2004 to 2006
Head of restructuring projects (cost reduction and optimization of supply process), such as: Michelin (15% savings),
Rexam, Sul America Insurance, Glaxo Smith Kline.
PSA Group Peugeot Citroen / GEFCO Brazil
2001 to 2004
2012 to 2014
2003 to 2006
2003
Undergraduate degree:
Industrial Engineering, UFRJ, Cum Laude (Honors), Brazil
Marketing, University Lyon III, Lyon, France (exchange program)
Certificate Courses:
Finance Program for Senior Executives Oxford U.K.
Finance Training Program Chicago Booth U.S.A
Master Leadership Program IMD Switzerland
Leadership Transformation Program MIT U.S.A.
1997 to 2001
ADDITIONAL INFORMATION
Languages: Fluent in Portuguese (native), English, French; working knowledge of Spanish.
Volunteer: Finance Director, Mooredale Sailing Club Toronto, Canada.
Hobbies: Sailing (cruising and racing); movies; running.
Co-Founder: K93 Investment Club, hedge fund managing + US$ 150,000
2001
2011
2011
2011
2010
ALFONSO MATTA
Senior executive with a broad expertise within the oil and gas industry. Comprehensive knowledge of the oil
business including mergers and acquisitions, new business development, project management, finance and
supply chain management. Track record of business success across multiple arenas. Experience leading teams
in international and multicultural environments including Latin America, Russia and CIS.
PROFESSIONAL EXPERIENCE
PETROMIRANDA JV, Puerto la Cruz, VENEZUELA TNK-BP/Rosneft secondee to Petromiranda 2010 Present
Created in April 2010 between National Petroleum Consortium (NPC) 40% and PDVSA (Venezuelan national oil
and gas company) 60%, set to produce and upgrade 450M bbld. Estimated CAPEX $27 billion and estimated
OPEX $ 29 billion over the next 25 years.
Alternate Director to the Board of Directors of Petromiranda
Representing NPCs shareholders interests in Petromiranda, agreeing JVs business strategies, budgeting and
performance metrics. Assisting stakeholders to achieve compromise and make economically viable decisions
for the company.
Manager of Contracts Control and Administration Department
Founded the department, created and implemented its policies and procedures. Leading a team of 6 people
controlling over 60 contracts ranging from EPC (Engineering Procurement Construction) to drilling and well
services. Petromiranda budget for contracting services in excess of $650 million for 2014.
NATIONAL PETROLEUM CONSORTIUM, Moscow, RUSSIA, TNK-BP secondee to NPC
2009 - 2010
NPC, a JV of 5 major Russian oil and gas companies (Rosneft, TNK-BP, Lukoil, Gazpromneft, Surgutneftegas) to
pursue business opportunities in Latin America.
Partners Relationships and International Affairs Director
Secured potential business opportunities for NPC in Latin America, including Venezuela, Colombia, Ecuador,
Nicaragua and Cuba. Key player of NPCs negotiations team that successfully concluded the creation of
Petromiranda JV with PDVSA. Managed information flow between partners in NPC.
TNK-BP, Moscow, RUSSIA
TNK-BP, Russias third largest oil company is a JV between BP 50% and AAR Consortium 50%.
(50,000 employees, 2011 revenue $44,6 billion).
2007 2009
Strategy and New Business Development, Mergers and Acquisitions, Senior Manager
Selected to an elite team to secure, prioritize and track business opportunities in Latin American. Co-founder
of TNK-BPs first office in Venezuela. Started cooperation with PDVSA. Developed new business structure for
TNK-BP activities abroad. Coordination of reserves certification of block Ayacucho 2 in record time, within the
budget and at 50% cost compared to Gazpromneft and to Lukoil.
Alfonso Matta
Page 2
2014
2000
1998
Avi Mehta
7244 York Ave S, #327, Edina, MN-55435, Cell: 616-510-5818 Email: aviralin@gmail.com
Executive Profile
Action-oriented leader responsible for generating revenue and ensuring growth of Enterprise Solutions Business Unit. 14 years of
combined SAP consulting and functional experience in advising Growth Stage and Public companies in the business functions of Sales,
Service Management and CRM. Expertise in managing projects with budget of multi-million dollars and leading a team of 15-30
consultants spread across multiple geographies. With focus on connecting Business and Technology, held senior leadership positions
while implementing ERP solutions for Fortune 500 companies including Apple, Honeywell, Cargill, Medtronic, Sysco, TiVo, Ariat, Sport
Chalet & FoxRacing etc. Built key processes for visionary and innovative industry leaders across multiple verticals; High-tech, Medical
Devices, Consumer Products, Retail and Auto; Kellogg MBA. Expertise in following Core Competencies:
Enterprise Mobility
ERP & Ecommerce Strategy
Change Management
Compliance & SOX Governance
Program Management
Business Strategy & IT Alignment
Professional Experience
PRELUDE SYSTEMS, Irvine, CA
2008 Present
Technology startup focusing on IT and Consulting Services with revenues of US $20 million.
Associate Vice President- Enterprise Solutions (2010 Present)
Provide Strategic leadership to Enterprise Solutions BU at Prelude. Identify challenges and lead resolution related to resource
allocation, budgets and revenue targets.
Mentor and coach 20 direct reports on performance and skill-set improvement. Delegate key tasks to teams to achieve work
objectives. Managed career progression of individuals in-line with their career goals.
As an ERP evangelist, collaborate with Sales team to help achieve sales target of $5 million. Key activities included writing
Implementation Case Studies, identifying references and appropriate positioning of SAP practice and its competency.
Advise growth stage companies on Supply Chain Best-Practices and ensured successful enablement of these business processes in
SAP to support $250 million in revenue.
As a PMO stakeholder, negotiated with Executives (CIO and Directors) to ensure project scope does not impact budget and timeline.
Set and manage expectations of internal and external stakeholders. Align team members to ensure completion of work against these
expectations.
Promoted to Associate Vice-President in charge of multiple clients in High-Tech and Healthcare industries.
Select Project Summaries:
Pricing Analytics for Medical Device Manufacturer: Guiding and supporting the Cardio Vascular group (USD 6 billion) to create an
integrated solution for providing efficient Transaction Price Waterfall. The goal of this initiative is to enable the business unit to
derive optimum Pocket Price and improve EBIT by plugging the price leaks in various stages of waterfall.
B2b Ecommerce Integration with SAP for High-Tech multinational: This initiative helped align clients Global Ecommerce strategy
with its Commercial business to achieve key revenue targets of USD 300 million. SAP Integration Manager and Advisor for a global
team of 20 Business analysts and functional experts.
Designed a Dynamic Pricing Model for a Consumer Products company: As Pricing Analyst and Functional Consultant designed a
complex model that integrates prices of poultry and dairy products from commodity exchange and calculates dealer cost for
consumer products. Dynamic model expected to reap financial benefits of $1 million through accurate pricing for in-bound and outbound Supply Chains.
Re-Engineered Merchandise Allocation process for an Apparel and Footwear (AF) manufacturer: Re-engineered merchandise
allocation processes and aligned them to better match seasons and inventory fluctuation. It enabled sourcing team to efficiently
manage dynamic sales needs of its retailers and save losses of $200,000 annually because of cancelled orders. Increased
accountability by designing efficient Consignment Samples process for Sales Reps resulting in $500,000 annual savings.
Sr. Manager-Enterprise Solutions (2008 2010)
As a Change Agent executed transition plan to ensure client organization is aptly prepared for new ERP implementation. Prepared
and executed training plan to identify and mitigate risk of new implementation.
Led Project and Program management activities and achieved results on time and under-budget.
Managed all aspects of SAP Practice: resource allocation, solution development, and chargeability.
Select Project Summaries:
Solution Development for AnB for Enterprise Mobility: As a Global Engagement manager delivered a robust, light-weight solution
for Enterprise Mobility (AnB) for a global team of 30 developers and functional experts.
Designed Complex Rebate & Commission processing models for a Food Company: Designed and configured pricing models to
reflect composite commissions for sales reps. This solution stopped leakage of revenue dollars by increasing accountability for
returns, rebates, etc. provided to customers.
Designed Order To Cash processes for an AF manufacturer: Enabled client to manage Revenue of $150 million by implementing
SAP best practices. This Green Field Project removed growth barriers caused by in-efficient supply chain processes and resulted in
expansion of its business in Europe and Canada.
SARA MELTON
24625 W. August Ln
Lake Zurich, IL 60047
Cell: 7346441833
sjmelton@live.com
Executive Profile
Innovative executive and marketing professional experienced in creating strategic alliances with organization leaders to
effectively align with and support key business initiatives. Offers outstanding presentation, communication and crossfunctional team management skills. High-energy, results-oriented leader with an entrepreneurial attitude.
Skill Highlights
14 years pharmaceutical sales and marketing
experience
Lead new product launch
Hospital, Specialty, and PCP market expertise
Budget/Forecasting
Global marketing
Life cycle management
People management
Professional Experience
Assistant Director, Anti-Infective Hospital Products Marketing
05/2009 Current
Astellas Pharma US
Northbrook, IL
Directs all marketing related activity within the anti-infective franchise, overseeing plans and implementing strategies to
ensure short and long term objectives are met with in the changing health care environment.
Spearheaded the launch of VIBATIV, a new antibiotic for the treatment of complicated skin infections
Achieves corporate financial objectives
Oversees all strategic planning processes including brand plan, midterm, and financial planning
Directs and delegates all recruitment within the franchise
Ensures life cycle management plan addresses long term product needs
Hospital Account Manager
12/2007 05/2009
Astellas Pharma US
Detroit, MI
Achieved territory sales goals by promoting hospital anti-infective and cardiovascular products and services to
physicians and other medical personnel within the Detroit market. Educated customers on the use, characteristics,
advantages, indicated treatments and all other developments related to promoted products. Maintained effective
communication and relationships with key external and internal customers.
Successful formulary approval of new product at Henry Ford Health System
Launched Lexiscan, a stress agent for myocardial perfusion imaging successfully
Negotiated contracts with regional Integrated Health Networks
Urology Healthcare Specialist
07/2005 12/2007
Astellas Pharma US
Ann Arbor, MI
Effectively promoted and educated targeted Urologists on the use of Vesicare and Flomax through one-on-one meetings
and group presentations, company-approved promotional speaker programs, and other company-approved means.
Summit club winner 2007
Territory Business Manager
08/2001 06/2005
Bristol Myers Squibb
Ann Arbor, MI
Responsible for the promotion and sales of anti-infectives and cardiovascular products in the primary care market
Primary Care Representative
08/2000 08/2001
Ortho-McNeil Pharmaceuticals represented by Innovex
Ann Arbor, MI
Responsible for promotion and sales of anti-infectives and anti-cholinergics to hospitals and primary Care clinicians.
Built customer confidence and receptivity by addressing customer needs and communicating product knowledge.
Education
MBA: Northwestern University - Kellogg School of Management
Evanston, IL, USA
2013
2000
Dana L. Mendenhall
106 S. Sangamon Unit 2S Chicago, IL 60607 312.513.8220 danamendenhall@gmail.com
DIRECTOR OF MARKETING
Accomplished, results-oriented leader with a diverse background in marketing, sales, operations and engineering.
Global & Regional Brand Management New Product Launches Brand Positioning Market Segmentation
Market Research KOL Development & Management Product Acquisitions & Licensing Integration Management
Market Development Multicultural Market Development Pricing & Reimbursement Servant Leadership
PROFESSIONAL EXPERIENCE
BAXTER HEALATHCARE, Deerfield, IL
2008 - Present
Leading global, diverse healthcare company that manufactures and markets products that save and sustain the lives of
people with rare chronic and acute medical conditions generating over $5 billion in annual sales.
Director of Marketing, Renal Franchise (March 2013 present)
Lead Baxters Renal PD portfolio of dialysis solutions and cyclers and 8 direct reports to generate $410MM by executing
peer-to-peer therapy training platform, innovative therapy and brand campaigns, stakeholder advisory boards, advanced
technology platforms that facilitate improved physician and patient communication, and a strategic segmentation and
messaging tool that enables more productive sales rep calls. Collaborate with AVP to motivate 100 sales reps regional
managers and 10 regional managers to achieve organizational sales objectives. Oversee $ 2.97MM marketing budget.
Grew flagship brand 14.6% over PY and increased patient adoption of Baxters flagship brand 104.1% over PY by
delivering vital sales, marketing, and service programs that yielded unmatched customer satisfaction and retention
results.
Enlarged Baxters peer-to-peer training footprint 20% over PY by expanding and adopting new therapy content and
partnering with industry associations to form strategic alliances to drive increase participation.
Conducted market assessment that uncovered culturally relevant insights and potential barriers that impact PD
adoption rates in African-Americans patients. Executing against these insights enables Baxter to elevate the PD
adoption rate of African-Americans to rates of other ethnicities while capturing $43MM in incremental revenue.
Marketing Integration Leader, BioSurgery Franchise (20122013)
Served as the Marketing Integration Leader and liaised between Marketing, Sales, Operations, Customer Service, IT,
Finance and other critical functions to successfully integrate a newly acquired $325MM leading provider of biological and
mechanical products for soft tissue repair from a quality and regulatory systems, sales force, customer processing, sales
force and commercialization perspective in less than 12 months. This integration expanded and strengthened the Baxter
BioSurgery portfolio and reinforced Baxters leadership position in the BioSurgery marketplace.
Director of Marketing, BioTherapeutics Immunoglobulin Franchise (20112012)
Promoted to Director and led Baxters blockbuster launch of an innovative, game-changing immunoglobulin therapy
option intended to boldly raise the bar and create an optimal PIDD treatment experience for patients, HCPs, caregivers
and payers. Coached and motivated 4 marketing professionals and multiple cross-functional colleagues to develop a
transformational launch strategy that included Baxters first ever exclusive patient high-touch, concierge, training and
distribution model. Maximized $10MM launch budget. *Product pending FDA approval.
Group Marketing Manager, BioSurgery Hemostasis Franchise (20082011)
Grew 12% over PY and delivered $195MM (63% of the US BioSurgery portfolio) in sales by orchestrating all facets of
the US hemostasis integrated franchise portfolio to include profitability, product development, go-to-market strategies,
positioning, pricing, long and short-range forecasts, brand promotion, peer-to-peer training, KOL development and life
cycle strategies for both mature and new products. Managed $2.65MM marketing budget. Led and developed a team of 7
marketing professionals. Partnered with VP of Sales to influence 140 sales reps and 15 regional managers.
Spearheaded strategic and go-to-market launch plans that led to the introduction of the first and only, FDA approved,
ready-to-use, surgical hemostasis patch that exceeded the first 12 months of sales.
Orchestrated market evaluation, business opportunity identification, key stakeholder development strategies and the
launch of an FDA approved low challenge bleeding solution intended to dismantle the market leader that enjoyed a
30-year uncontested monopoly.
RESUME
SUMMARY
Accomplished business leader with a proven track record of leading a business through transformational change and
accelerated growth. Significant experience in strategic planning, corporate governance and issue management. Looking
to take the next step toward a C-level position with a wealth management firm.
EXPERIENCE
BANK OF MONTREAL (BMO), Chicago, IL
2001 - Present
President, BMO Harris Financial Advisors, Inc. (2007- Present)
Responsible for governance and oversight of all departmental functions, including Compliance, Sales, Operations and
Product Management, as well as profitability of dually registered broker dealer-investment advisor
Vice President, BMO Private Bank (2001- 2007)
Head of Trading, Investment Consulting and Investment Support Services. Responsible for oversight of Fixed
Income and Equity Trading Desks, Performance Analytics, third party manager and mutual fund selection and due
diligence and real estate and special asset management. (2004 2007)
Senior Portfolio Manager and Regional Investment Manager. Responsible for management of $80MM of
client assets, primarily in trust accounts, performing asset allocation and performance reporting. Managed team of
4 portfolio managers overseeing $400MM in clients assets. (2001- 2006)
CITIGROUP, INC., Chicago, IL
Senior Investment Consultant
Managed over $60MM in clients assets for a retail broker dealer
1996 - 2001
1986 - 1990
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Master of Business Administration, degree expected December 2014
NORTHERN ILLINOIS UNIVERSITY, De Kalb, IL
Bachelors of Science, Emphasis in Finance, Minor in Spanish, 1986
email: rmurguia2014@kellogg.northwestern.edu
M: (52) 555456-0752
SUMMARY
An experienced international business executive, with 16 years of track record in detecting opportunities, leading and
aligning teams in challenging business climates and delivering high caliber results in different areas of the organization.
EXPERIENCE
communication news media. Responsible for business sustainability, balancing the legislative regulatory environment
of new bills prohibiting industry operation whilst mitigating other global activities that impact Mexico.
Successfully developed a strategic engagement priority plan for Mexico with Global and Regional alignment.
Achieved for three consecutive years no new regulation against the business. Only country in the world to
achieve this so far.
Led proactively the engagement for Mexico in international meetings against tobacco, by unifying Tobacco
producers in Lacar.
Proposed and drove the development of corporate business monitoring system to track legislators and
associations, to go beyond people personal knowledge and connections.
External media management and training to board members to guarantee unified message and positions.
Engagement for Anti - Illicit plan and work with authorities to reduce the 18% of illegal brands in the country.
Set company taxation strategy and engage with Authorities to implement a sustainability business model.
Implementation and communication of social responsibility industry programs.
Head of Premium Brands. Mexico (2011 2012). Responsible for developing and implementing a new portfolio
strategy in a new challenging environment. Led 24 people within the function span. Accountable for creating
consumer opportunities based on trends, sales, promotions, trade and POS communication and channel strategy.
Double hatting to lead and change culture management project for a positive company culture and environment (HR).
Brought to Mexico the first innovation to our key brand Dunhill switch capsule product, with differentiated
packaging and unique promotions achieving positive market performance (+0.6 percentage points to achieve a
1.4% market share).
Evaluate and developed a new segments proposition and marketing mix for the Mexican market (100s, 14s,
Switch, etc) gaining important share. (Switch +0.6%, Camel +0.7%)
Guarantee alignment, engagement and implementation excellence across channels for brand activities in Mexico.
Implemented an agency pitch to integrate all brands under one agency saving 0.9mn Usd.
Special Human Resources Project. Responsible for designing, developing and implementing a Culture
Leadership Change and Strategic Leadership Agenda for the next 3 years. 16 people directly reporting,
double hating Marketing and HR.
Sr. Brand Marketing Manager Japan (2008 2011) Responsible for turnaround the biggest brand in the
market, developing a portfolio that brings the company back to growth. 4rd largest and most profitable market in
the world, highly innovative, large spending and extreme retail sales concentration.
Drove company performance with more than 2bn USD annual revenues, to aggressively grow sales volume
(+5%), market share and profit in a market 3rd player position.
Responsible for managing brand budget ($350mn USD) and performance of the brands.
Designed, developed and implemented a new portfolio strategy that supported company strategic plans.
Trigger Company pipeline and key performance indicators after a slowdown in our portfolio (Kool +0.4%SoM).
Innovation in communication below the line and new ways to reach consumers in a clotted and competitive
environment (i.e. keitai database, consumer events, convenience approach, retail media outlets)
Drove a cost management program to maximize company profitability (agency pitch, new promotional process,
product)
Developed a new segments proposition and marketing mix for the Japanese market (female).
Senior International Brand Manager Vogue London (2006 2008) Global Brand Management and Strategy
Development at Head Office. Identify key consumer values and needs similar across 55 markets in Asia, Europe and
America. Coordinate cross-functional teams in Marketing, Finance, Manufacturing, Legal and Product Development.
Accountable for Global Brand P&L, overseeing pricing, costs and investments. High markets engagement for strategy
implementation.
Responsible to manage one of largest BAT brands, with revenues of more than 1.4bn USD annually and 110M
USD profit.
Re-design global Brand strategy, personality, positioning, and alignment across all countries managing Vogue.
Drove a new Marketing Mix (product, packaging, communication) with a 5-year evolution plan (24 countries).
Developed a Centralized agency model, establishing local structures an integration process towards strategy &
implementation.
P&L assessment across countries and action plan development (i.e. reached lowest VC for all international
brands).
Camel Brand Manager Mexico (2003 2006) Accountable to manage the Joint Venture. Business P&L as
independent unit, with a dedicated team, contractual partnership with complicated relationship and highly competitive
market. Information confidentiality, oversee process structure and legal procedures.
Developed the most creative communication campaign for the industry for 4 years in a row. (Development of a
creative book)
Accountable for 200 mns usd of revenue for the joint venture brands and a market / demand budget between 15 to
18.5 mns Usd per yr (~40% of Company brand expenses).
Responsible for brand image building, growth of national volume and market share (+3.5 Share points in 3 yrs)
Responsible for forecasting P&L and management of VC and BSE to without variation on objectives due to legal
agreements (reached lowest Premium VC)
Expand Camel brand positioning, to key Latin America countries for long term sustainability (Argentina and
Brazil)
Company delegate for 2004-2006 BAT Social Responsibility process and report with external stakeholders.
Planning Manager for Trade Marketing and Distribution, Mexico (2002 2003) Constantly analyzed market
trends, channel, competitors and consumer profiles for opportunities.
Planning, development and execution Company Future Distribution System (2003 2009) savings of 1.5 mns Usd
per yr in distribution cost.
Analysis, evaluation and implementation of distribution routes for local and rural areas, passing from 1,700 to 850
saving 16mns Usd in cost.
The Coca-Cola Company
(1996 - 2002) Mexico City.
Coca-Cola Brand Coordinator Mexico - Development of TV campaigns, promotional activities and
communication for the core brand of the company. Segment consumers, based on behaviors and consumption rates;
manage the Football National team promotions and communication.
EDUCATION
Kellogg School of Management, Northwestern University
(2014) Evanston, IL
2014 MBA One of 34 candidates from all over the world and the only one selected from Mexico to attend the Kellogg Executive
MBA program focused on finance, marketing/business strategy and general management
Industrial and System Engineering - graduated as one of the top 10% of class.
ADDITIONAL INFORMATION
(2012-2013) Mexico.
Council of the Counterfeit and Piracy board at Reforma newspaper. The most prestigious newspaper in Mexico.
American School Foundation. Responsible for development of Engagement Plan to increase fundraising.
Board Vice president for the Regional and International Students Associations, President of the Culiacan Student Association
with 13 economic dependents, President and founder of the Manufacturing Group.
Enjoy training and participating for marathons (3:09 BPR), cooking and traveling.
Languages: Spanish Native. English Proficient, Portuguese Understanding. Japanese Basic.
Rhiannonjn@gmail.com
SUMMARY OF QUALIFICATIONS
CREDENTIALS
Registered Dietitian-933400
Licensed Dietitian Nutritionist
Certification of Training in Childhood and Adolescent Weight Management
2003-present
2011-2013
2008
2003-present
1998-2001
Dec 2014
2001
2001-2002
PAGE 2
Army, Military Service 1996; decorated with Juan.B. Solarte medal for distinguished services
Native Spanish speaker, English Level 95%
Strategic Management Course- Universidad de la Sabana, FORUM- March-June 2009
100 System Pharmaceutical Marketing IMS, September 2003
Tim Nguyen
86 Buff Cap Road, Apt, A11 Tolland, CT, USA 06084 (917-604-4059)
Email: thanh_nguyen@brown.edu
_____________________________________________________________________________________
SUMMARY
Senior Investment Professional with 15 years plus of progressive leadership and investment / finance /
treasury experience in nonprofit and for-profit arena.
_____________________________________________________________________________________
EXPERIENCE
THE UNIVERSITY OF CONNECTICUT FOUNDATION
Storrs, CT, USA
Director, Investments, Treasury, and Finance
2007-Present
Assist the Vice President of Finance and Chief Investment Officer in managing the long-term pooled
endowment and the non-endowed portfolio. Manage the short-term investment (TIPS ladder) and cash
management of the organization. Assist with strategic debt management ($600 mm of bond issuance)
including establishing prudent long-term financing plans for the capital needs of the University by working
with financial advisors, underwriters, and bond counsel. Manage staff and operations within the finance,
payroll, bursar, purchasing, copy and mail offices and ensure cost efficient operations with top-tier
customer service. Engage in portfolio construction across traditional and alternative investment disciplines.
Assist in making investment fund recommendations to Investment Committee. Produce and customize
performance and risk reports relating to hedge fund managers and traditional managers. Lead efforts to
aggregate risk across a multi-asset class portfolio. Initiate, lead, and perform liquidity budgeting exercise
for the University. Perform asset allocation studies. Negotiate terms and agreements relating to
investment funds. Assist the Foundation President in making capital introductions with prospective donors.
Support all appropriate committees of the Board of Trustees and make presentations to the full Board.
Spearhead efforts to restructure the current 403b retirement plan.
TEXAS TREASURY
Austin, TX, USA
Manager of Alternative Investments/Analyst
2004 - 2006
Assisted senior managers in managing 11 endowments (relating to tobacco, healthcare, and education)
exceeding $3.6 billion. Launched the Single Risk Platform Program to aggregate risk across a multi-asset
class portfolio. Initiated, built, and developed alternative investments programprivate equity, hedge
funds, real estate, and special situations. Participated in shareholder activism efforts.
Selected,
recommended, and performed due diligence on investment managers.
Recommended investment
strategies to the Chief Investment Officer.
Developed asset allocation approaches that enhance
investment returns at controlled levels of risk.
Assisted senior managers in researching treasury
management ideas relating to the remaining $33 billion. Traded unclaimed properties totaling more than
$500 million.
BNP PARIBAS
NYC, NY, USA
Credit Analyst in the Financial Institutions Group
2003 - 2004
Analyzed asset-based lending arrangements. Underwrote global credit lines relating to structured funds,
such as CDOs, ABCP and Real Estate LPs. Monitored the leveraged loan portfolio. Performed modeling of
cash flows, analysis of collateral and deal structures. Participated in reviews of asset manager operations
Tim Nguyen
PAGE 2
and contribute to criteria development. Wrote credit proposals for senior management.
syndicated lending pitch books for Relationship Managers.
Created
MBIA
Armonk, NY, USA
Credit Analyst in the Financial Institutions Group
2001 -- 2003
MBIA, Inc, Armonk, NY, 1/2001 to 8/2003 Global Project Finance Credit Analyst Performed credit analysis
on 1,422 domestic utility creditsconsisting of Investor- Only-Utilities and Public Powertotaling more
than $60 billion. Analyzed project finance workouts (e.g. Pollution Control Financing Authority in NJ, CAESS
and Eastern Norge Svartisen). Managed the international utility portfolio. Wrote weekly industry credit
reports. Authorized waiver & consents.
AMERICAN SKANDIA
Armonk, NY, USA
Portfolio Analyst
2001 -- 2003
Assisted first and second shift representatives with portfolio asset allocation reviews for retail accounts.
Performed quality checks on variable annuity contracts.
_____________________________________________________________________________________
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT
NORTHWESTERN UNIVERSITY
Master of Business Administration - Strategy, Finance and Marketing
Evanston, IL
2014
Hanover, NH
2014
BROWN UNIVERSITY
Master of Arts Development Studies
COLUMBIA UNIVERSITY
Master of Public Administration Economics & Public Policy
YALE UNIVERSITY
Master of Arts Religious Studies
Providence, RI
2012
NYC, NY
2004
New Haven, CT
2000
UNIVERSITY OF HOUSTON
Houston, TX
BACHELOR OF ARTS Political Science & Psychology
1992
_____________________________________________________________________________________
ADDITIONAL
Currently teach undergraduate economics, business, and finance courses at Brown University
Currently teach under/graduate economics and finance courses at University of Connecticut
Currently teach undergraduate finance courses at University at Buffalo School of Management
Currently work as a Research Coordinator at the Spaulding Rehabilitation Hospital in Boston
A Board Member of several nonprofit organizations & for-profit organizations
US Citizen
Melanie Nino
Av Circunvalar # 84A-50 Torre 3 Apto 102. Bogota, Colombia
Home (571) 6420728
Cell (57) 3165233411
mnino2014@kellogg.northwestern.edu
STRATEGY/MANAGEMENT/OPERATIONS
Innovation Manager with 11 years of financial and strategic planning experience for multinational and
multicultural companies. Proven track record of process development and improvement, change management,
alignment of corporate and individual objectives and management of multicultural relations.
Strong leadership, results oriented, problem resolution and work experience in Europe and Latin America.
Highly dedicated and committed to achieve excellence and ensure peoples development, and highly motivated
by challenged.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Miami, FL
Executive MBA, 2014
EPSCI - ESSEC, Cergy, FRANCE
BBA in International Business Management, 2003
PLEKHANOV ECONOMIC ACADEMY, Moscow, RUSSIA
International Business Studies, Double degree program in the International Business School, 2002
PROFESSIONAL EXPERIENCE
Mansarovar Energy Colombia Ltd, Bogota, Colombia
Since January 2010
Crude oil exploration and production company with revenues of 676 million USD, producing 40 thousand of
barrels of crude oil per day in Colombia for exports to the US and China.
Innovation and Strategic Relationships Manager
Manage the innovation system and develop the innovation corporate culture to ensure increase of reserves and
operational excellence. Coordinate the definition and coherence of the strategic framework. Manage
shareholders relations.
Key Achievements:
Creation and implementation of the corporate innovation system
Review of the strategic framework, the macro-environment and creation of new business options
Enabled shareholders approval of growth strategy of Mansarovar
Analysed and optimised product portfolio. Created sales and profitability reports for local use and for head
office in Switzerland
Key Achievements:
Training of the Venezuelan Decision Support team and review of the processes of the area in order to make
them more efficient, optimise times and improve the quality of the information
Participation in the operational audit mission centred in the sales area and the clients investments
Implementation of SAP and the internal control systems complying with Swiss standards
Implementation of the ABC costing model to allocate, analyse and charge to the affiliates the overhead costs
ADDITIONAL INFORMATION
Managed multiple project teams staffed to conduct rapid acquisition/disposition analysis on large pools of distressed
debt, real estate owned (REO), and other loans for four major bank portfolios.
Led delegated team of analysts in the completion of more than 70 underwriting assignments for Royal Bank of
Canadas Commercial Mortgage Backed Securities (CMBS) lending platform representing $1.2 billion in financing.
Packaged and structured a variety of commercial real estate loans to meet lender-specific underwriting requirements,
performed lender-side due diligence, and presented loans to credit committee for approval.
Developed and led training of delegated underwriters for multiple lender relationships.
Provided asset management services for a portfolio of mezzanine loans and warehouse lines of credit on behalf of
Credit Suisse, RBS/Greenwich Capital, Petra Capital, and other portfolio lenders.
STUDLEY, INC., Fort Lauderdale, Florida
Assistant Director
2005 2006
Lead business developer for the Miami team of a national commercial real estate services firm specializing in tenant
representation and corporate real estate services.
Conducted market research to identify prospective clients and represented company at local trade shows, chamber of
commerce events, industry groups, and professional organizations.
Worked with contracted public relations firm to develop marketing materials and campaigns.
Provided brokerage and consulting services with transaction volume of 70,000 square feet.
UNITED STATES ARMY, Honorably Discharged with rank of Captain
1997 2005
Operations Officer and Iraqi Army Liaison, Huwijah, Iraq (2004 2005)
Lead staff officer for planning, coordinating and controlling tactical operations of a 770-soldier infantry battalion task
force deployed for combat operations in Iraq.
Primary liaison to the 207th Iraqi Army Battalion with direct responsibility for recruiting, training, equipping, and
managing operating funds and contracts in excess of $10 million.
Managed the battalion command post / tactical operations center and controlled daily operations.
Personnel Officer, Schofield Barracks, Hawaii (2002 2003)
Primary staff officer for personnel and administration of a 640-soldier light infantry battalion.
Managed staff of eight soldiers who oversaw areas of promotion, accession, retention, performance evaluation, and
discipline.
Coordinated administrative processing and physical deployment of battalion personnel from Hawaii to Iraq.
Logistics Officer, Camp Greaves, Korea (2000 2001)
Primary staff officer for logistics planning, food service, and maintenance support of a 700-soldier air assault infantry
battalion stationed along the Korean Demilitarized Zone (DMZ).
Oversaw $50 million in military equipment and supplies and an operating budget of $1 million.
Managed logistics staff of five soldiers and provided oversight to food service, medical support, and facilities
maintenance personnel.
Infantry Officer / Various Assignments (1997 2000)
ADDITIONAL INFORMATION
Licensed Florida Real Estate Broker, License No. BK3129036, 2005 Present
Leadership in Energy and Environmental Design (LEED) Accredited Professional, 2009 2011
Awarded Bronze Star Medal for Exceptionally Meritorious Service in Operation Iraqi Freedom, 2004 2005
Infantry Captains Career Course, Combined Armed Services Staff School, 2001 2002
Infantry Officer Basic Course, Airborne School, Ranger School, 1999 2000
Eagle Scout
Well versed in valuation, discounted cash flow analysis, and financial modeling using MS Excel and Argus
Experienced with market research tools and databases to include REIS, ESRI, EDGAR, and FFIEC
Basic proficiency in Spanish
2010-Present
Hertz Global Holdings is the parent company of Hertz and Dollar Thrifty car rental, Hertz Equipment Rental,
Hertz Entertainment Services, Hertz 24/7 Car Share, and Donlen Corporation. $10B in revenue, Hertz Global
acquired Donlen in September 2011. Donlen an industry leading, full service fleet management and leasing firm
specializing in web-based asset management solutions and consulting services.
Vice President of Sales, Western US, Donlen Corp., 2013 - Present
Promoted at the conclusion of 2012 by SVP of Sales & Marketing to lead the western US sales force (all
segments). Responsible for the region s P&L, new market expansion, and overall business goal attainment
(new account growth and existing account volume).
Major Accomplishments:
Led the newly formed region to 103% of 2013 combined business targets (new accounts, lease growth,
services adds, and syndicated debt) with annual revenues exceeding $75M in 2013
Grew the sales team from 8 to 12 through expanding into 4 new markets in 2013
Through a consistent focus on pipeline management and deal strategy, led 4 team members to finish
2013 ranked in the top three of their segments respective performance rankings
Led product team in the design and negotiation with a 3rd party vendor for a new co-branded insurance
product launching in 2014
Promoted team member from regional/small market sales to national/large market sales
Vice President of Sales, Small Fleet Markets, Donlen Corp., 2010 - 2013
Recruited by CEO and SVP of Sales and Marketing to create a nationwide team from scratch designed to focus
solely on developing the small to mid-sized fleet market, representing over $35M in annual revenue in.
Major Accomplishments:
Grew team to 12 in 2.5 years through strategic market expansion and extensive recruiting
Developed strategic marketing plan and defined sales cycle which contributed to annual new account
growth exceeding 120% of business plan each of the two fiscal years the team was in place
Implemented a client activity management system resulting in 15% lease portfolio growth in 2012
Developed a market strategy that led to per unit average profit margins exceeding corporate average by
over 15%.
Created a client activity management system that led to the team achieving the highest department net
promoter scores (team score of 68 vs. corporate average of 63), 2012
Promoted two team members; one from client management to outside sales and another from client
management to a management role (2011 and 2012)
Developed a formal onboarding & new-hire sales personnel training program now used for all Donlen
new hires in sales and client management roles
2009 - 2010
State Farm is an insurer with additional offerings in banking and financial services to small businesses and
individuals. Corporate employed agent in waiting; Responsibilities include preparing a business plan with
pro-forma P&L and expense budget, securing financing, and recruiting team members in anticipation for agency
ownership.
1998 - 2009
Enterprise Holdings is the parent company of Enterprise Rent-A-Car, Enterprise Fleet Management, Enterprise
Truck Rental, and Enterprise Car Sales. $14B in revenue, Enterprise is the largest rental car company worldwide
by revenues and total fleet size.
Area Sales Manager Enterprise Fleet Management, Chicago and Dallas, 2003 - 2009
Promoted to manager of the sales and client relations teams in Chicago (2003) and then Dallas (2006).
Responsibilities included new & existing account growth, the hiring & development of employees, P&L
management, and customer satisfaction scores for the regional business unit, each with revenues exceeding
$45M.
Major Accomplishments:
Led team to achieve corporate Group Excellence Achievement Award based on revenue growth,
profitability, and customer satisfaction ratings; 2009, 2007, 2006, and 2004
Through customer service training initiatives and account activity management, led region to customer
service index scores exceeding corporate average in 2009, 2007, 2006, and 2004
Top 5 companywide ranked sales team by new account volume, 2009, 2008, and 2007 (#5, #1 and #2)
Promoted 3 different team members from producer to management roles (2006-2009)
Senior Account Executive Enterprise Fleet Management, Chicago, 1999 - 2003
Responsible for new account production and existing client relations. Working predominantly with C-level
contacts, responsible for new account closure and existing client development.
Major Accomplishments:
Top three companywide ranked Account Executive, 2003, 2002, and 2001
Corporate Account Executive of The Year award for new accounts, revenue volume, and ancillary
sales penetration, 2003
Management Assistant Enterprise Rent-A-Car, Birmingham, 1998 1999
Part of the Management Trainee program, worked in various rental branches within an assigned territory.
ADDITIONAL INFORMATION
RUSLAN PARASHCHAK
6150 Stumph Road, Parma, OH 44130 330-283-0581 (m) rparashchak2014@kellogg.northwestern.edu
SUMMARY OF QUALIFICATIONS
Management consulting executive with 11 years of experience in Strategy and Operations
Extensive experience leading transformational turnaround programs in pharmaceutical, financial services, retail,
telecommunications and consumer packaged goods industries delivering over $700M in value
Proven track record of successfully leading global transformation programs in Procurement / Strategic
Sourcing, Marketing & Advertising, Post Merger Integration and Organizational Design
Managed teams of 16+ individuals across multiple functions with P&L responsibilities of over $6M
Expertise in opportunity identification, client relationship management, program management, coaching and
knowledge transfer
PROFESSIONAL EXPERIENCE
ACCENTURE LLP
Senior Manager, Management Consulting
Mobilized over 130 volunteers for service trips to orphanages in Ukraine and
Managed fundraising efforts resulting in over $120K in direct monetary support for Ukrainian orphanages
2
CARLOS PARET
65 Pine Ave, #888
Long Beach, CA 90802
cparet2013@kellogg.northwestern.edu
PROFILE
Top-performing leader with over 15 years of multi-functional experience, including: Global Strategic Marketing, Franchise,
Brand and Product Management, Project Management, Sales, Business Integration, and Customer Service. Recognized for
expertise in resolving complex issues, delivering creative solutions, reducing corporate risk, maximizing financial resources,
creating operational efficiencies, communicating diplomatically, influencing senior executives, leading cross-functional
teams, and developing direct reports.
EDUCATION
MBA from Kellogg School of Management, Northwestern University, USA. Executive MBA Program.
BA Economics and BA Sociology from Aurora University, USA
EXPERIENCE
Edwards Lifesciences, Irvine, CA
Edwards Lifesciences, $7.8B, is the global leader in the science of heart valves and hemodynamic monitoring.
2011-2013
Current
2012
2012 2013
2012
2011 2012
2011 2012
2007 2013
1996 2004
2014 - present
2011 - present
2013 - present
2013 - present
2013 - present
2013 - present
2008 - 2011
Hiren Patel
2007 SW Fir Avenue Bentonville, AR 72712 Telephone: 469-525-1160 Email: hdpuva95@gmail.com
EXECUTIVE PROFILE
Pioneering force behind the expansion of disruptive innovation in the retail financial services space: namely the
delivery of essential consumer and small business financial products through multi-channel retail marketing instore, on line, via-mobile device, anywhere, anytime.
Strategic/Analytic Leadership: Directed and launched two largest growth initiatives at Sams Club that
drove over $2.5 B. in incremental annual sale. Delivered a 93% increase in credit card portfolio total value to
Sams Club (from $2.6 B. to $5.0 B. in total financial value).
Visionary Promotional Leadership: Launched SBA Lending Program at Sams Club, garnering $2M worth
of media spend in one week; 68M impressions, 300+ articles/blogs, and coverage by over 20 TV outlets
including CBS Evening News, Fox & Friends, and Fox Business Network.
Start-up: Founded HDP Capital Solutions LLC and achieved profitability in less than 12 months and 60%
revenue growth and 10-fold increase in profitability in year two.
Business Development: Boosted annual new account bookings to 800,000 new customers by launching three
new products in 18 months and creating a pipeline for four additional products, achieving the most product
innovation in small business card marketing at Capital One since the business units inception.
EXPERIENCE
Hiren Patel
Page 2
Delivered ~$10M in credit loss reductions, while cutting operating costs by ~$18M
Cornell University: Completed executive certification in High Performance Leadership and Change
Leadership. Certification included 10 online courses covering topics such as negotiations, coaching and
people development. 2011 - 2012
Capital One University: Leadership Development Program; Economics and NPV Modeling; Credit Risk
Strategy; Statistical Modeling; Design of Experiments & Statistical Testing Techniques; Analytics & Brand
Strategy; New Product Development. 1999 - 2008
Chartered Financial Analyst (CFA) Program: Completed Levels I, II and III CFA Exams in three
consecutive years. 1996 - 1998
Over ten years of experience in the hospitality industry with experience in total property restructuring from:
renovations, re-staff, marketing, re-branding, to area leadership.
Serving as the Board Chairman of a franchise ownership group that represents the common interests of 400 +
hotel franchisee Owner and Operators.
EDUCATION
AMIT R. PATIL
25025 Canterbury Court, Plainfield, IL 60585
Home: 815-439-0903
Cell: 312-459-1342
apatil2014@kellogg.northwestern.edu
Developed a field communications and knowledge management solution, with a scope of 3400+ stores with
40000+ employees, potential benefits of ~10Mm in the first 2 years in labor/productivity.
Designed and Developed organizational roles and responsibilities, transition and launch plan for a new 40+ FTE
Supply Chain Analytics capability focused on Demand/Sales and Operations Planning.
Designed and executed a successful Training Pilot program that lead to a large initial 7 yr multi-million dollar
Supply Chain Business Process Outsourcing engagement.
Lead a change management effort to operationalize a program that resulted in successfully migrating 11000+
users in ~6 months to a new MillerCoors Microsoft technical platform. Effort was a key success factor for a
~$1.5Mm deal.
Developed a foundational Training program that impacted over 250+ users (Database Analysts nationally within
the US) for a new custom Product Specification system.
Core Team Member & Co-Lead of the Accenture Supply Chain Workforce Solutions offering (blended global
community of 161+ members that have supply chain and organizational performance skills)
For 3.5 years, consistently met or exceeded targets related to the metrics of Labor Productivity, Sales, Inventory
Management and Talent Management. Promoted successfully 3 candidates to Store Management positions.
Key Client Experiences: IRI Retail / CPG Clients, Best Buy, Advance Auto Parts, Staples, Loblaws (Canada),
Meijer, Rite-Aid, MillerCoors, Whirlpool, Nielsen Company, Aldi(Industry Experience)
Make it Happen Award presented at IRI for delivering superior results from Product Management Leadership
(January 2014).
Addo Agnitio Award Honorable Mention (2009 - Internal Accenture recognition for Knowledge Sharing &
Collaboration).
People Developer recognition provided in FY08 Q3 for Talent & Org Performance Practice Chicago office
Complete Dale Carnegie Leadership Development Course (2003 with Aldi Foods)
Fluent in 3 Indian Languages (Hindi, Marathi, Gujarati)
MARCELLINE E. PELZER
306 E. Lincoln Ave. #8 Milwaukee, WI 53207
Phone: 414-687-8441 Email: marci_pelzer@yahoo.com
PROFILE
Senior Public Affairs Executive with 20 years of experience driving and executing strategic public relations,
employee engagement, corporate social responsibility and government affairs programs.
EXPERIENCE
TIME WARNER CABLE, Milwaukee, WI
2010-present
Senior Director of Community Investment, Central & East Regions (2013)
Senior Director of Community Investment, Central Region (2013)
Senior Director of Communications, Midwest Markets (2011 2012)
Vice President of Communications & Local Programming, Wisconsin (2010 2011)
Recruited to develop and execute media relations; employee communications; community relations; corporate
philanthropy; and local programming strategy. Managed a team of up to 24 (2010-2011); currently manage team
of 7 and budget of $30 million. Promoted from statewide role in October 2011, from Midwest role in February
2013 and from Central Region role in November, 2013. Currently responsible for design and execution of
community investment strategy for Kansas, Michigan, Missouri, North Carolina, South Carolina, Nebraska,
New York, Texas and Wisconsin.
Lead regional philanthropy program managing more than $30 million in cash and in-kind contributions
supporting green initiatives, disaster relief, Internet safety and STEM education (2013).
Negotiated first-time year-round strategic branding partnerships with the regions 10 largest science
museums, trading advertising spots for cobranded youth programming and exhibit sponsorships (2013).
Created first public awareness campaign promoting company CSR strategy by tapping nonprofit
grantees to tell TWCs brand and reputation story in companys five most competitive markets (2013).
Grew Kansas City customer social media engagement by 75 percent, developing comprehensive plan,
original campaigns, including Tweet and Go Seek and Enjoy Holidays Better. (2012).
Overhauled employee communications program, developing daily newsletter and a weekly meeting
script summarizing key news. Increased employee satisfaction with internal communication and 120%
reduction in email volume; tactics were adopted in other markets (2012).
Developed, executed and regularly evolved aggressive competitive media response to the entry of
Googles high-speed broadband network to the Kansas City market (2012).
Developed executive communications for GM/VPs of Central Midwest markets, including speeches,
employee communications and video presentations. Managed quarterly leadership meetings (20112012).
Managed media relations with key business, consumer and trade publications and served as company
spokesperson. Regularly placed front-page business stories. Grew share of voice and portion of
positive coverage by more than 20 percent (2011-2012).
Developed and implemented effective crisis strategies to manage issues around outages, employee
misconduct, occupational safety, retransmission consent and rate increases (2011-2012).
MANPOWERGROUP , Milwaukee, WI
2007 - 2010
Global Communications Manager
Recruited to manage all corporate public relations functions for ManpowerGroup. Managed London PR agency
and communication managers in 82 countries, as well as $5 million budget.
Secured and prepared executives for interviews with CNN, CNBC, FOX, Bloomberg & BBC. Managed
live remotes from in-house TV studio.
Generated strong consistent coverage of quarterly employment research and other thought leadership
programs by Wall Street Journal, Financial Times, International Herald Tribune, Reuters and
Bloomberg.
Developed and implemented crisis communications strategies to manage incidents of associate fraud,
workplace violence, rumored leadership changes, accusations of collusion, allegations of human
trafficking, public health outbreaks and natural disasters impacting operations.
Successfully placed Fortunes 50 Most Powerful Women in Business list and developed successful
nominations for LEED Gold Certification, Ethispheres list of the Worlds Most Ethical Companies and
other key CSR awards.
Managed PR and executive presentation strategy for company participation in Clinton Global Initiative
and World Economic Forum annual meeting.
Managed executive communications related to earnings reports, worked with CFO to produce
shareholder presentations, organized annual shareholder meeting and wrote for annual report.
Managed the CEOs Twitter account and wrote all bylined articles for senior executives.
Process Improvements
SAP Software conversions
EDUCATION
Executive Masters of Business Administration (EMBA): Kellogg School of Management
Certified Public Accountant (CPA): State of Colorado
Chartered Accountant (CA): ICAI, India
Bachelor of Science in Accounting/Commerce: University of Delhi, India
Internal Auditor
Responsibilities:
Advised trustees and management to ensure controls are in place by identifying and analyzing all major
risks on an annual basis.
Coordinate coverage with the external auditors and ensure effective performance of audit.
Enforced business processes benchmarking against leading practices and designed an extensive listing of
potential internal controls for implementation.
Selected Accomplishments:
Designed and Implemented solutions that positively impacted the bottom line. Assessed and managed
risk, and strengthened internal controls.
Successfully coordinated with external auditors to ensure effective and early completion of external
audit.
SHELL INDIA MARKETING PVT. LTD., Bangalore, India
2007
Supply and Distribution Finance
Pioneered all financial reporting, as well as the annual targets and resources (T&R) process for Supply
and Distribution.
Strengthened monthly and quarterly financial business results with focus on providing quality analysis as
well as assisted management in identifying business improvement opportunities and tools to evaluate
new investments.
Excelled in NPV and IRR analysis. Spearheaded margin improvement processes.
Redesigned working Capital management and asset management.
Selected Accomplishments:
Expedited and conceptualized inventory control module that helped integrate inventory movements
between oil refineries, terminals and retail locations
Restructured G/L, financial systems, reports and schedules to improve forecast precision and
standardized reporting procedures.
PRICEWATERHOUSECOOPERS, New Delhi, India
2002- 2007
Associate
Responsibilities:
Performed and managed audit of financial statements of client(s) in accordance with (Indian) Companies
Act, 1956, and the mandatory Accounting Standards issued by The Institute of Chartered Accountants of
India and/or US GAAP.
Handled critical areas of audit, motivated and encouraged Team members, acted as an anchorperson
among Clients, Partner, and Manager and Team members.
Advised clients in effective Internal Control Procedures in the normal process of Accounting Functions
& updated them on latest amendments in various laws/statutes etc.
Major Clients: Samsung India, Hewlett Packard, Xerox Modicorp Pvt. Ltd. and CSAV Group Agencies.
Selected Accomplishments:
Spearheaded the team in the integration and migration of a major electronics giants ERP to SAP.
Assisted in the successful de-merger of a major electronics company.
CHETAN POLAVARAM, MS
1566 Oakdale Bluffs Drive Mableton, Georgia 30126
770 315-5100 chetan.polavaram@gmail.com www.linkedin.com/pub/chetan-polavaram/5/939/76
PROFILE
Consistently top-performing business professional with more than 13 years of progressively responsible
experience increasing productivity, enabling cost reduction, launching new products and creating profits. Highly
regarded for communication, organizational, and analytical attributes that contribute to effectively leading
diverse teams in achieving corporate goals. Recognized ability to oversee new product development and manage
global, strategic initiatives and projects. Possess extensive domestic and international experience. Distinguished,
productive career is complemented by relevant, advanced, formal education.
Staff Management Performance Evaluations Financial Analysis Training & Mentoring Presentations
Audits Resource Management Services Strategy New Product & Service Introduction & Launch Risk
Analysis Six Sigma Business Strategy Scheduling Project Management Budgets International
Operations Technical Leadership Cross-functional Internal Productivity Profit Building Cost / Benefit
Analysis Strategic Planning Writing Cost Reduction Manufacturing Implementation
EXPERIENCE
LENNOX INTERNATIONAL ATLANTA, GA
2013 PRESENT
Provides refrigeration equipment used in cold storage applications primarily to preserve perishables in
supermarkets, convenience stores, restaurants, warehouses, and distribution centers.
Senior Manager, Value Analysis/Value Engineering, 2013 present
Responsible to lead a cross-functional team to achieve cost reduction by optimizing product cost
portfolio and increasing product sales by improving features and performance. Identify and develop
product strategies to determine best option to increase EBIT.
Based on product margins and COGS, determine product strategy for new product development and cost
reduction
Led a cross-functional team to achieve $15MM in 2013 savings, $30MM in annual savings
Led the organization to complete 207 projects related to supply chain, manufacturing, warranty costs and
engineering
Financial analysis of projects to calculate cost savings and ensure PPV and savings margins are flowing
through the balance sheet
20002013
GE ENERGY ATLANTA, GA
GE Energy provides a diverse portfolio of product and service solutions and deep-industry expertise to the
energy sector.
Engineering Manager, Industrial Services, 20102013
Develop services strategy for five product lines. Supervise a five-member team in managing more than 60, new
product- and service-introduction programs (NPI) that have a combined, annual budget of more than $6M.
Generated sales of $14M in 2011 on an investment of $4M by transforming an underperforming team that
developed and launched 15 new products and services.
Improved on-time delivery from 55% to 100% (5% under budget) by applying program-management, riskmitigation techniques.
Reduced product-development cycle time 50% through applying Lean Six Sigma principles.
Apply eco-imagination concepts to improve product efficiency and reduce carbon footprint.
Team Leader, Predictive Life Programs (PLP), 20062010
Managed condition-based maintenance (CBM) for gas turbine programs that resulted in greater internal
productivity and customer value. Identified synergy opportunities for CBM and administered the application of
developed processes and methodologies within energy to aero-energy and oil and gas businesses. Delivered
presentations to key customers to enable commercialization of a new maintenance philosophy that led to lower
customer risk and increased value.
CHETAN POLAVARAM, MS
770 315-5100
PAGE 2 OF 3
Produced $1B in savings in hardware repair and replacement strategies through employing Six Sigma
principles.
Captured $100M in productivity savings and increased asset reliability for customerspersuaded 6
customers to apply new technology.
Recognized by receipt of GE Management Awards
CERTIFICATIONS
Black Belt, 2003 Green Belt, 2001
PATENTS
Mobile Transformer Testing System System and Method for Transformer Repair
DONNY PRZYGODSKI
6400 Bermuda Dunes Drive
Plano, Texas 75093
Global change leader and community activist with 10 years experience partnering in transformational
change initiatives with multi-billionaire family owners, public company c-suite executives, and
government leaders on a global platform. Candidate, Masters of Business Administration from the
Kellogg School of Management at Northwestern University. Areas of expertise include:
PROFESSIONAL EXPERIENCE
Succession Planning
Strategic Market Entry
Operational Development
Action Learning Process
Workshop Facilitation
Program Management
Responsible for client work at the C-level focused on succession planning, leadership development,
and organizational transformation. The work entails in-depth client interfacing as we assist
organization in strategic change management initiatives.
Support client organizations in the development of internal change agent personnel and teams
charged with carrying forward the work we preform when engagements are complete.
Responsibilities include talent identification & selection, professional development & coaching,
performance assessments, and on-team/off-team judgment calls.
Design and deliver action-learning based professional development programs for leaders at all levels
within client organizations. Most programs include business related projects, which participants
work on in small teams to practice newly acquired skills in real business situations.
Coach executives on personal leadership capabilities aimed at enhancing effectiveness of leading
others. Coaching sessions focus on performance in both the regular job and in the development
program. Includes analysis of leadership behavior feedback from others within the organization (ex.
360 Feedback, 9-Cell Performance/Values Assessments, Forced Ranking).
Coach project teams throughout development programs with the goals of; successful team launch,
project planning, project execution, identifying and arranging benchmarking opportunities, and
resolving interpersonal issues within the team when appropriate. Projects are generally tied to
revenue generation or cost reduction with many having material impact to the organization.
Manage ALA team resources and expenditures for client engagements. Includes management of client
assets/budgets ranging from $1-10M annually.
Manage corporate citizenship efforts with clients, which includes networking within the client
organization to understand potential agencies, working with agencies to set up the experience, and
designing and implementing the intervention.
Trilogy, Austin, TX
Executed vision of company owner and led an organizational transformation initiative for newly acquired
business unit, Ecora Software. Re-structured sales and support organization to align with market realities
and efficiency demands. Transformational efforts resulted in sustained quarterly profits following years of
multi-million dollar losses.
Director of Sales Americas & Europe, 2008 2009
Leader of Sales organization at Ecora Software, a $10M enterprise software business unit owned by
Trilogy. Responsible for sales, marketing, and the human resources functions for the business unit.
Restructured sales organization to meet the needs of a redefined organization post-acquisition to
drive efficiency and ROI for parent company. After restructuring, within six months the company
showed its first quarterly profit in over 5 years. Additionally, year over year revenue increased over
10% for the company.
To engage customers, promote client loyalty, and build company culture, we designed and
implemented a Customer Success Program and Customer Council for existing clients. Customer
Success Program tied employee compensation directly to the value added to our clients from their
point of view. This lead to not only higher client retention rates, it was a platform for product
development and innovation.
Drove efficiency by creating a new sales division and sourcing sales representatives to lead
communication efforts with existing customers. Leveraged e-hiring platform, o-desk, to execute
strategy.
Re-designed strategic HR processes for the company including people selection, performance
assessments, reward and recognition programs, and training and development platforms.
EDUCATION
ARTI B. PULLINS
3342 N Southport Avenue. Unit #1, Chicago, IL 60657
Cell: 313-520-1505
apullins2013@kellogg.northwestern.edu
INTERNATIONAL MARKETING, BUSINESS DEVELOPMENT and SALES EXECUTIVE
Entrepreneurial leader with over 13 years of experience in the Internet/E-commerce and web-services industry,
leading international & domestic marketing, strategic business development and market positioning for strong
revenue generation through sales & service Strong leader with an emphasis on creating successful strategic
alliances and developing diverse partnerships throughout India, China and EMEA
Skilled in deve
digital
and social media strategies, while expertise in hands-on analysis of consumer web-traffic translation.
Graduated of Northwestern University - Kellogg School of Management Executive MBA, December - 2013
CareerBuilder.com, Chicago, IL
2004 - 2012
Global leader in on-line human capital solutions, headquartered in Chicago, IL providing companies access to talent,
through innovation, big data and unparalleled technology delivered to customers at every touch
Managing Director Global Marketing & Sales
2011 November 2012
Marketing delivery of new innovative products & services through strategic on-line, social, video and affiliate
marketing channels, both domestically and globally. Focused on analytical data gathering and site traffic evaluation,
relating it all back to increase in sales, revenue and board directed EBITDA goals. Work and communicate directly
with CEO and President of EMEA and Asia-PAC.
6
Major Accomplishments:
Within the first year, grew the global sales division by 155% of revenue targets while returning a 110% EBITDA
back to the board.
Drove scalable programs to garner insights and improve online channel efficiencies while maximizing revenue
opportunities, at the platform, geo global level
Increased customer adoption rates by 36 - 42% through strategic marketing initiative, including: SEO, paid
search, advertising, social media, and email marketing
Researched and developed new product line launches markets like, India, China and Germany by focusing on a
localization, product differentiation, affiliated channel partnerships and downstream channels strategy
Launching local market product pricing and promotional strategies by working closely with local market leaders
and internal research teams
Deep dive into web analytics to understand traffic and conversion data and drive analysis and optimization
recommendations for maximizing ROI, tracked by high level performance metrics of traffic, revenue, efficiency,
conversion goals.
Manage an external vendor partner, responsible for affiliate recruitment, promotion communication and program
management
Focused on staying up to date on all industry trends, best practices among affiliates, paid search, comparison
SEO engines, online boards and bloggers
Work hand in hand with IT, Data Warehouse and Site engineers for all site initiatives
2008 2011
Handpicked by the CEO, to organically start up the CareerBuilder.com business in India. Opened a local Indian
business with 0 employees and grew it to 23 employees. Created and led a market penetration strategy, by creating
and implementing: marketing, sales & service, product &pricing approach for the business. Started with a minimal
budget, and achieved 138% of revenue and 113% of EBITDA in year 1. Consecutively, grew the business an average
of 123% YOY in Revenue and 105% in EBITDA returns, based on Board plans.
Major Accomplishments:
Won the Welch Award the highest recognition award, by CareerBuilders Global CEO, to a top business
leader, who has significantly impacted CareerBuilders global bottom line.
Created and launched 21 new product lines, specifically catered to the Indian market, and remained focused on
market differentiation
Developed competitive marketing and pricing for the Indian market and successfully created added value for our
local customers
Grew from a dozen existing customers, to over 276 active local customers.
Personally led key partnership negotiations & marketing tactics to increase sites unique visitors by 230%,
expressions of interest by 318%, and CTR by 58%
Formed tactical marketing and advertising partnerships with Microsoft, Google, Yahoo, and leading social media
and mobile enabling sites to increase traffic and UVs.
Hired, trained and motivated the entire staff of 23 in-country local employees
2001 2003
EDUCATION
SARAH RETZER
2011 Present
Miami, FL & Chicago, IL
Developed and enhanced operations infrastructure & processes while managing strategic planning and international partnerships for
cutting-edge beauty accessories manufacturer startup generating $10 million of revenue in the first year.
Instrumental in the implementing the strategy converting the organization from a domestic, single brand, web-based manufacturer
to an international multi-brand business; recognized as an industry leader & brand in hair and beauty accessories.
Lead successful international business & operations development efforts following detailed market analysis, regulations research
and superior relationship building resulting in expansion into 19 international markets accounting for 50% of companys revenue
in 2012.
Increased product output and quality while reducing production costs 15% by establishing KPIs, strategic manufacturing
partnerships, and continuous process improvement.
Analyze sales trends and create innovative merchandising strategies via customized reporting reducing inventory levels 25% in
2013.
Conceptualized the leading brand Colorsmash led creative team in developing the brand, which accounted for 75% of company
revenue in 2013.
Revamped customer service philosophy and approach following detailed email/call campaign analysisinstituting intensive
training and creating a cross-functional team focused on vendor/client relationships.
Manage and mentor twelve operational teams members (marketing, customer service, design, product management and admin)
encouraging a collaborative environment to continuously improve and innovate operational efficiencies and processes.
Work cohesively with CEO & Founders on developing and defining the short and long-term goals, vision, strategies and growth
projections for the organization.
2010 2011
San Francisco, CA
Recruited, developed, and managed cross-functional administrative and research teams that supported Financial Analysts for leading
global investment management firm with $20 billion assets under management while managing the business operations.
Directed team of five administrative and research assistants providing leadership and innovative solutions on how to add more
value to the analysts role and the investment process.
Interfaced with Directors and Executives to develop and maintain organizational strategies and operational efficiencies in the US
office that aligned with the overall corporate mission and strategy.
Proposed a firm-wide HR system to streamline a complicated, manual process into a seamless system that could be incorporated
with the 360 semi-annual reviews and recruiting systems. Collaborated with IT in the initial design, roll-out and implementation of
the system in the US office and global offices.
Contributed to dynamic culture by managing event logistics as a liaison across all corporate offices within this matrixed
organizationpromoting team building and community outreach.
SARAH RETZER
PROFESSIONAL EXPERIENCE CONTINUED
PAGE 2
2007 2010
San Mateo, CA
Developed operations foundation for Silicon Valley Tech telecom startup encompassing operations management, client relations and
accounting management.
Built global partnerships and forged strong client and investor relationships in close collaboration with CEO leveraging business
development acumen.
Lead supplier relationship management including contract negotiation, monitoring performance, volume leverage and total cost
management objectives.
Enterprise establishment included all legal document creation, accounting, payroll, procedures, employment handbook & policies,
department processes and all company & product licensing.
Reconciled and produced highly accurate monthly, quarterly, and annual financial reports and filings in compliance with federal
regulations and serving as contact for clients, investors, BOD, and vendors.
2001 2007
Cincinnati, OH & San Francisco, CA
Directed all facets of operations and sales for real estate title and escrow company - maximized revenues and growth of the firm by
developing strategic partnerships, cutting-edge service standards and maintaining the highest level of ethics and integrity.
Analyzed and made recommendations for new market investment opportunities resulting in expansion across five additional
states which increased revenues 40% in 2003.
Recruited, trained and supervised 20+ employees responsible for all front- and back- office functions while developing enhanced
and seamless processes to ensure compliance in a highly regulated industry.
Represented the company as a licensed title agent performing deep dive analysis to determine the marketability of the title to
residential and commercial properties.
Researched, negotiated and launched four joint ventures which accounted for 35% of revenue during 2006 & 2007.
Led the efforts to create an online presence and web-based interface for clients allowing them to place orders online and track
the stage of the file along with document management capabilities.
Managed, reconciled, and handled yearly audits for escrow and operating accounts utilizing QuickBooks Pro.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY
Master of Business Administration
FLORIDA STATE UNIVERSITY
Bachelor of Science in Business Finance and Marketing
(305) 322-8859
ALFREDO SANTANA
am.santana@icloud.com
Secured a $1.2 million contract with Cable & Wireless to sell a unified communications solution consisting of Avaya and other
vendors to Sandals Resorts. The project included pbx and voicemail equipment for 18 properties in 4 islands in the Caribbean.
Secured a $1.7 million government contract with local Var to sell Extreme Networks equipment to the Ministry of Health in Trinidad
& Tobago. The project included Ethernet networking switches for 13 sites and was divided into 10 batches.
PROFESSIONAL EXPERIENCE
AVNET TECHNOLOGY SOLUTIONS (TS), Miami, FL.
2010 Present
A division of Avnet Inc., a global Information Technology solutions distributor, with $26B+ in sales. The TS group addresses the needs of the
enterprise and service providers customers, by providing multi brand solutions from leading vendors in the areas of storage, unified
communications, networking, virtualization, data center and enterprise software. Acquired Tallard Technologies in July 2010
Regional Business Development Manager
2013 Present
Northern Cone (NOCO) Region Central America, Caribbean, and Andean Countries
Recently promoted to lead the NOCO region to launch Cisco Systems products with a focus on strategic alignment with NetApp. This will enable
growth within the Converged Data Infrastructure and Cloud Computing market segments.
Responsible for managing the alliance of NetApp and Cisco, to create a single marketing and go to market strategy to expand the adoption
of converged data centers based on the FlexPod solution architecture
Develop demand generation programs within the NOCO region to increase awareness and sales of the FlexPod architecture
Leader of a virtual team comprised of local business development managers, account managers, presales engineers and inside sales
dedicated to the new dual brand strategy, based in multiple countries
Lead and reengineered the manual quoting and data entry process, resulting in business and customer facing efficiencies
Recognized as an over achiever in LATAM, awarded an invitation to the Excalibur Executive offsite trip
Teamwork recognition by creating the Cisco VAR recruitment strategy currently being executed in all Avnet LAC offices
Business Development Manager, Central America, Caribbean & US Exports (2010 2013)
Initially hired to design and implement strategic marketing and branding plans for Avaya, Apple, Extreme Networks, Polycom and NetApp.
Promoted to strategically lead the onboarding and launch of Oracle software products in the Caribbean region as well as to continue the sales for
the NetApp products in Central America and Caribbean region.
Developed new strategic business unit focused on infrastructure vendors such as NetApp, Oracle and others
Set strategic direction to execute Avnet Global opportunities in the Latin American region
Responsible for evaluating and recommending new vendors by presenting business growth cases and PnL scenarios
Manage cross functional account executive, engineering and inside sales teams to execute demand generation activities and sales
strategies for the region for NetApp and Oracle brands
Received three recognition awards: Customer Focus by the SVP of Latin America, Teamwork and Accountability by the Regional BDM
Over achieved goals in revenue and profitability for both the NetApp and Oracle brands
2002 - 2010
Value added distributor for information technology products for Latin America and the Caribbean with $300MM in sales. Largest regional
distributor of Apple, Avaya, IBM products, and top tier networking vendors, like Extreme Networks and Foundry Networks.
Regional Channel Manager, English Caribbean (2008 2010)
Responsible for sales in the territory that included Bermuda, Jamaica, Barbados, Trinidad and Curacao
Developed existing partners to increase sales by conducting strategic account planning
Detailed oriented: achieved 100% in Salesfoce.com CRM funnel reporting and accuracy objective
Responsible for implementing Extreme Networks and Foundry Networks brands in Central America and the Caribbean
Led cross discipline sales support team to focus on high touch accounts, to secure large scale opportunities
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Coral Gables, FL
Executive MBA 2013
Study Abroad:
o Recanati Graduate Business School at Tel Aviv University, Israel
o Hong Kong University of Science and Technology Business School, Hong Kong, China
UNIVERSITY OF MIAMI, Coral Gables, FL
Bachelor of Business Administration 2000
Majors: Computer Information Systems, Marketing, Management
LANGUAGES
Languages:
MADALIENE E. SCHALET
731 Asbury Ave. Evanston, IL 60202
Tel: 312-504-1827 mschalet@gmail.com
OPERATIONS/ STRATEGIC ACCOUNT MANAGER
Execution-focused, operations manager with 18 years national and international experience in leadership and
implementation of technology products and services. Proven ability to analyze, strategize and creatively craft
solutions to complex business challenges. Maintains excellent rapport with decision makers and communicates
effectively within all levels, inside and outside, of the organization. Recognized for building high performance
teams, and achieving goals in difficult and unfamiliar settings. Key skills include:
Organizational Agility
Systems Thinking
Client Management
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Executive Master of Business Administration, expected 2014
UNIVERSITY OF ARIZONA Tucson, AZ
Bachelor of Arts in Classics, 1994
PROFESSIONAL EXPERIENCE
APPLE INC., Chicago, IL
2009- Present
Project Manager, Chicago Public Schools Account
Key account manager of large scale, multi-year contract to distribute and integrate Apples hardware, software
and professional services into 675 schools.
Manage senior-level relationships to ensure successful implementation of Apple technology.
Lead a cross-functional team of sales, engineering, logistics, manufacturing, service and support.
Manage contract, ensure adherence to service level agreements (SLAs) and maintain high levels of customer
satisfaction, resulting in contract renewal in in 2012.
Developed life-cycle operational processes, improving operational efficiencies and enabling sales team to
grow account from 5M in 2009 to 23M in 2013.
Created automated SLA reporting database and mechanism for company/customer reporting. Provided
early detection of delays and improved order to installation time frames by 50%.
Implemented Electronic Data Interchange (EDI) between CPS and Apple resulting in a 50% decrease in
time from order to fulfillment, and a 400% increase in the number of purchase orders processed per year.
Direct oversight and relationship management of local distribution center and installation provider.
Present Apples Professional Service offerings to senior-level management at executive briefings.
EDGE MEDIA INC., Aiken, SC
2007-2008
Video production company serving needs of educational publishers, nonprofit organizations.
Director of Marketing
Recruited by former client to develop and implement a long-range strategic business and marketing plan,
expanding company visibility and increasing potential client roster by 25%.
Successfully created and managed web marketing campaigns with Google AdWords. Results include an
18% conversion rate and, over a 12-month period, a 151% increase in site traffic.
LEGACY.COM, Evanston, IL
Leader in the online memorial and obituary market.
Consulting Product Manager, Memorial Websites
2007
Managed new product development of memorial websites by defining strategy, prioritizing features and
usability components based on aggressive timelines and limited resources.
Formalized company product development process. Introduced use of site maps, wireframes, project scopes,
business requirements and quality assurance processes.
Extensive international travel and cross cultural integration experience with Eastern European countries
Stanford University, Advanced Project Management Certification program
Project Management Profession (PMP) Certified
Second City, Core Writing Program
Ronit Films, Cabrini Green: Mixing it Up, Documentary Producer
Proficient in Romanian, conversational Spanish and French
Interests: travel, photography, swimming, yoga, scuba diving, cycling, technology, mixed-martial arts
Jason M. Schieffer
6801 W. Cleveland St., Niles, IL 60714
jschieffer2014@kellogg.northwestern.edu (847) 722-2544 (cell) (847) 663-0338 (home)
SUMMARY
My current role encompasses management, accounting and finance responsibilities for a billion dollar
company in which I regularly interface with sales, human resources, marketing, IT and legal professionals.
My prior experience at Arthur Andersen as a consultant helped me cultivate many skills, including working in
teams and adapting to consistently changing situations. I am comfortable dealing with idiosyncratic
personalities and varying interpersonal styles while being collaborative and considering all views on an issue.
My previous roles have made me comfortable making difficult decisions while remaining calm under pressure,
no matter how stressful and frenetic the circumstances.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Executive MBA, degree expected June 2014
LORAS COLLEGE, Dubuque, IA
BA in Accounting, 1997
OLD WORLD INDUSTRIES, LLC, Northbrook, IL
2005 - Present
Director of Accounting (2012 Present)
Oversee the financial planning and analysis team. Currently we are developing two new modules in our
financial reporting software. The first will help us predict cash flow more accurately and will be used by
department leads to make purchasing decisions as well as our Director of Treasury to make borrowing decisions.
The second module will perform customer and product analytics. This will provide great value to our sales team
in assessing the profitability of individual customers and products. Already this project has led to the
automation of our daily sales report which previously involved two hours of time daily from four employees.
Responsible for the companys 5-year financial plan currently being used for the sale of the Automotive
division of Old World Industries.
Creating presentations for private equity firms and strategic buyers as part of sell-side due diligence.
Continuing expansion of financial reporting software to perform the critical tasks of cash management
and customer profitability analysis.
Researching and evaluating GAAP principles and new FASB pronouncements.
Member of cross-functional team tasked with identifying ways to streamline and improve processes in
various departments in the company.
Evaluating new ERP systems that will be able to sustain the growth trajectory of our company.
Oversee 401K audit and member of the companys 401K committee.
Guiding and reviewing the work of the financial planning and analysis team.
Financial Reporting Manager / Director of Financial Reporting (2006 2012)
Responsibilities spanned all aspects of internal and external financial reporting (including the consolidation of
our actual results, annual budget, and monthly rolling forecasts). In order to make this part of my role more
effective, I developed the financial reporting software used at OWI (SAP Business Objects Planning and
Consolidations). My team and I created a module in the reporting software to assist our tax department in
preparing hundreds of federal and state tax returns. The tax module has saved OWI $2.5 million annually in
consulting work that was previously outsourced. Due to the innovative adoption of the software at OWI, I have
spoken at multiple trade shows to current and potential customers on behalf of SAP. Additionally, I had a key
role in the sale of our chemical plant in both preparing future projections and giving working capital
presentations to the final two companies looking to acquire the division.
Implemented financial reporting system that achieved a four day reduction in the accounting close
cycle.
Managed the annual financial plan process and reduced the length of the process from twelve weeks to
six.
Created rolling forecast model which is used to drive key strategic and financial decisions within the
company.
Performed buy-side due diligence for potential acquisitions and sell-side due diligence for divestitures
of multiple Old World Industries divisions including a chemical facility and bottling company we
owned previously.
Acted as key team member that secured bank financing for the company in both 2007 and 2012.
Directed month-end and annual close process.
Wrote monthly management discussion and analysis for our executive management team and banks.
Performed accounting close function for a commodity and interest rate hedging division within our
company.
Served as primary liaison with tax department.
Coordinated and managed annual financial audits and annual collateral audits.
Reviewed and signed all disbursements over ten thousand dollars.
Jkshaw2@comcast.net
SENIOR FINANCIAL EXECUTIVE
Senior Business and Financial Strategist with experience in providing C-Level management across
domestic and international organizations with expertise in mergers and acquisitions, financial leadership,
project management, integration, financial reporting, accounting policy and internal controls.
Skilled in developing and analyzing external and internal financial statements including debt compliance,
monthly analysis and pro forma reporting. Demonstrated abilities as team builder, recruiter, developer,
motivator, and mentor to high-performing staff.
Recognized for success in leadership on multiple mergers and acquisitions projects, in financial planning
and analysis, and on SEC restatement projects.
PROFESSIONAL EXPERIENCE
with clients on business development, including evaluating potential acquisition targets, developing transaction
structure, stand alone costs and synergies.
Managed a team of 15 professionals to evaluate financial reporting for two of the largest transactions
consummated by Tyco International. Evaluation supported external counsel investigations related
to improper accounting. Efforts resulted in termination of C-Level management, accounting firm, and
restatement of SEC filings for purchase accounting.
Led a cross-functional team of 40 professionals including financial, tax, operation, and legal for the nearly
$15 billion acquisition bid of Harrahs Entertainment by Penn National Gaming. The project involved
continuous troubleshooting and evaluating post-close action plans.
Advised a chemical company in developing carve out financial statements to separate businesses in a public
filing with the SEC and London Stock Exchange. Identified and resolved carve out issues with
management. Provided strategic advisory services to private equity firms and corporations to help them
develop market entry strategies, identify acquisition targets, evaluate/refine investment thesis, and create
business plans, while considering strategic and operational issues
Led the development and management of the Pittsburgh market place, including, analysis and assessment,
interdepartmental planning, business development, recruiting/training and developing a due diligence team.
Established strong working relationships with new Pittsburgh clients, bankers, legal counsel, and other
KPMG business units. Drove revenue from zero to $1.6M as a result of go to market efforts, product
delivery, team mentoring and consistently meeting timelines.
Senior Manager, Audit, Short Hills, NJ (1997 2000)
Manager, Audit, Short Hills, NJ (1995 1997)
Senior Associate, Princeton and Short Hills, NJ (1992-1995)
Planned, coordinated and implemented domestic and worldwide audit plans of 28 engagements annually with
assets ranging from $1M to $5B, with simultaneous oversight of 15 professionals. Assessed financial and
industry performance metrics. Recruited, trained and developed audit staff.
Advised client management in the development and review of consolidated financial statements, including
preparation of pro forma financial statements and related SEC disclosures for public filings including IPO,
10-K, 10-Q, S-3 and S-8. IPO experience includes three companies in eighteen months with initial market
capitalization ranging from $100M to $500M.
Identified and designed improvements to clients operational efficiencies, financial reporting and internal
controls (SOX), resulting in $400,000 in additional revenue during fiscal 1999.
Interim Controller, New Brunswick, NJ and Midlothian, VA (March 1995- September 1995)
Recruited by ABB Power Generations Director of Business Development to serve as interim controller of a
$1B division, of a $30B international power generation and transmission company.
EDUCATION
Kellogg School of Management, Northwestern University, Miami, FL/Evanston, IL
MBA, 2014
Rutgers University, New Brunswick, NJ
Mini-MBA-BioPharma Innovation 2009
Drexel University, Philadelphia, PA
BS, Accountancy and Finance, (Deans List and Beta Alpha Psi)
CERTIFICATIONS
Certified Public Accountant, State of New Jersey and Pennsylvania
AWARDS
KPMG Business Relationship- 2008,
KPMG Transaction of the Year- 2007, KPMG Teamwork Project- 2004 & 2006
PUBLICATIONS
Quoted as Gaming Expert in the publication, Canadian Gaming Business;
Not Losing Sight of the Customer in the Current Economy January 2009
Ken Stasiak
23340 Miles Road
Cleveland, OH 44128 USA
Phone: (216) 927-8200 Email: kstasiak@securestate.com
_____________________________________________________________________________________
SUMMARY
Mr. Stasiak currently serves as the Chief Executive Officer and Founder of SecureState, a
management consulting firm specializing in information security. More than 14 years of thought
leadership and innovation experience drive his vision to help organizations reach a secure state. With
contagious passion, urgency and dedication, Mr. Stasiak has grown that vision into a company with
more than 50 team members, and 250 clients around the world. His clients value him and look to him
for guidance, his team members respect him, and his competitors loathe his keen business sense and
industry forte.
Mr. Stasiaks analytical mind allows him to logically flow through the most complex business
problems and find unique solutions that are easily understood by clients and team members alike. To
those who want to learn, Ken is a knowledgeable, gifted instructor who appreciates the opportunity to
drive individual growth and equip them with the tools they need to succeed in their position and
advance their career. He has unique roots that enable him to effectively operate in both the business
and technical worlds. He brandishes an ingenious business sense that helped build the company from
the ground up and become a dominating presence in the information security consulting industry.
Everything is done to further the simple company purpose of striving to make the world more secure.
eMBA from Kellogg School of Management, Northwestern University, USA.
_____________________________________________________________________________________
EXPERIENCE
SecureState, LLC
Founder and CEO
Key function is to set strategy and vision. Hands on with daily functions and has spent the past
several years building towards operational excellence. Conducted efficiency studies, the results of
which have yielded tremendous returns. Examples include the implementation of a real-time
consulting platform, customized proposal and delivery systems with various integrations (CRMConsulting-Accounting), which leave SecureState posed for future growth, either organically or
through M&A, without compromising quality of service.
Have worked with various outside firms to perform customer analysis, focused on positioning
SecureState to targeted customer segment. This understanding of customers in targeted markets has
allowed SecureState to focus efforts and maximize investments to continue profitable growth, while
capturing market share in targeted market.
Ken Stasiak
PAGE 2
_____________________________________________________________________________________
ARTHUR ANDERSEN
Cleveland, Ohio
Manager
2000-2001
_____________________________________________________________________________________
ERNST & YOUNG LLP
Cleveland, Ohio
Senior Consultant
1997-2000
_____________________________________________________________________________________
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT
NORTHWESTERN UNIVERSITY
Executive Master of Business Administration - Strategy, Finance and Marketing
Evanston, IL
2010-2014
Edward F. Svejda
Exceptional medical sales leader discovering, designing and delivering outcomes-driven and
patient-centric solutions to hospitals, IDNs and GPOs throughout the Midwest and the nation.
Extensive knowledge of quality, operational and financial metrics critical to the business of
healthcare fuels privileged engagement and collaboration with Executive teams and other key
leaders. Proven ability to lead teams through launches of new products while building existing
brands. Effectively convert short- and long-term opportunities into top-line growth for employers
and partners.
Performance Highlights
Leadership Competencies
Business
Operational Efficiency
Diagnostic Consulting
Strategic Thinking
Analytical Vision
Leadership Experience
Personal
Learning Agility
Self-Awareness
Flawless Integrity
Critical Thinking
2007 Present
Recruited into the company as a critical care business manager, then developed and promoted to
Associate Partner for the central region after a successful interim experience. Current regional
cardiovascular acute care portfolio valued at ~$80M extending across 13 managers in 12 central
states. Co-responsible for protecting the current business and driving new portfolio revenue for
acute care pharmaceuticals and drug-eluting stents in IDNs and independent hospitals throughout
the region. Collaborate with colleagues of the American College of Healthcare Executives, the
American Heart Association, Chicago Healthcare Executives Forum (CHEF), Boston Scientific, Astra
Zeneca and The Medicines Company to deliver integrated, customer-centric solutions across the
continuum of care for cardiovascular disease. In-House assignments include projects in marketing,
sales analytics and operations.
Selected by SVP as marketing liaison for product life-cycle planning.
Experience leading teams through co-promotions, product launches and recalls.
Inspire, coach and mentor managers through day-to-day activities and focused
developmental projects.
Facilitator for on-boarding of managers, including interviewing, training and certifying.
Architect for regional quarterly sales goal-setting strategy.
Collaborator on national market access strategies and tools.
Leader for establishing and communicating hospital- and patient-focused value
propositions for product portfolio.
CHICAGO, IL 60647 | EDWARD.SVEJDA@GMAIL.COM | 773-517-4562
Edward F. Svejda
2005 2007
Initially hired by Millennium to promote Integrilin, then the cardiovascular business was acquired
by Schering-Plough. Grew the Chicago business for Integrilin to Rank #1 in the nation.
2007 National Sales Rank #1, reported through May 2005last known ranking.
2006 Sales Rank #1 in the district, #8 in the region and #13 in the nation.
2004 2005
Member of 20 person launch team for the worlds first wearable defibrillator, LifeVest.
Responsible for building the brand throughout Illinois and Wisconsin. Successfully increased sales
with interventional cardiologists and electrophysiologists.
2005 Sales Rank #6 in the nation.
2004 Sales Rank #20 in the nation.
2003 2004
Recruited to rebuild OxyContin sales in Chicago after fallout brought on by the media. Managed
public and professional opinions to reposition OxyContin for appropriate moderate and severe
pain patients. Launched Spectracef, an antibiotic, during tenure and led the district in sales.
2004 Sales Rank #1 for Spectracef.
2003 Sales Rank #260 of 660 for OxyContin.
2001 2003
This position represents entrance into the pharmaceutical space whereby an outstanding training
program paved the way for developing a highly-agile and ethically-sound professional. Successfully
learned the business of pharmaceuticals and built multiple brands over the course of two years.
Promoted to District Trainer in 2002 while enrolled in the Management Development program.
Education
2012 Present
1994 1999
Ravi V. Thakkar
847.769.8626 | 1659 Joseph Court, Buffalo Grove, IL 60089 | Ravi@Thakkarweb.com
SUMMARY
Product leader at Motorola Mobility, a Google company, with expertise in product marketing, sales,
engineering, supply chain, e-commerce, and cross-functional leadership. High performer with a diversified
skillset that is consistently put on the Big Bet projects for the company. Equally strong business and technical
acumen to make decisions that drive strong business results. Selected by senior leadership team to run Worlds
First programs such as built-to-order smartphones and converged computing devices. Products that I have led
have won Best of CES and Time Magazines Top 10 Gadgets of the Year Awards. This year I was invited to be
a member of the Product Leadership Team for the company. Im interested in a leadership position that goes
beyond incremental progress and can take a company to the next level. Consistently ranked as a top performer,
fast learner, and identified as a high-potential employee with a track record of innovation and execution.
Areas of expertise:
Product Management & Strategy
Product Operations & Execution
E-Commerce & Direct-to-Consumer Sales
Software Product Management
EXPERIENCE
MOTOROLA MOBILITY (a Google company)
Group Product Manager, Emerging Business, Chicago, IL (2012 Present)
Designed, developed, and launched worlds first smartphone customization platform, established ecommerce channel and integrated the offering into traditional retail channel driving a 30% increase in
revenue.
Delivered program on unprecedented timeline - 10 months from conception to launch in a startup
environment with a co-located team, which was otherwise estimated to be a 24-month project.
Led cross-functional team comprised of development, program management, supply chain, finance,
marketing, legal, IT and operations to execute a complex system integration effort with the industrys first
US factory operations.
Drove wholesale shift in Motorolas marketing campaign to promote MotoMaker on Moto X as the
companys differentiator and became the foundation for the entire corporate strategy.
Hosted New York City press interviews with key media outlets. Moto X received exceptional reviews
NBC, CNN, Laptop magazine, CNET and many more. Recognized in 10+ Best of 2013 lists.
Inventor on patent filed with USPTO for unique retail integration solution.
Recognized by CEO for exceptional performance in driving turn around of the company.
Chief of Staff, Supply Chain, Libertyville, IL (2012 - Rotation)
Responsible for global supply planning and escalations to the Chief Procurement Officer.
Exceeded performance metrics for stock in channel, E&O, and ship commit goals.
Led personnel planning, career development, and hiring for over 80 employees across 10 sites.
Sr. Manager, North America Technical Sales & Operations Libertyville, IL (2010 2012)
Led sell-in, negotiation, certification, and life cycle management of high tier product portfolio as customer
interface to AT&T, a strategic and high volume customer for Motorola.
Directed product operations for Motorolas first converged computing device, Webtop on Atrix, that was
ranked in the Top 5 products that contributed to the North America P&L and was recognized with the
Best of CES award in the smartphone category.
Ravi V. Thakkar
Page 2
Executed Atrix 2 smartphone in fastest development cycle time achieved to date. Atrix 2 was recognized
with the "Best of CTIA" award and for its exceptional quality and innovation.
Spearheaded marketing plan and pitch to AT&Ts leadership to successfully secure the national marketing
promotion for the launch of Atrix HD, Motorolas 1st LTE product at AT&T.
Sold-in and launched services including Connected Media, Remote Access, and Cloud Services that drove
the largest service revenue generation of any Android device in AT&Ts portfolio.
Quickly built strong relationships within AT&Ts technical, business, and leadership teams to become the
go to person for driving the ranging of products with senior leaders at AT&Ts headquarters and with
their regional presidents.
DAMIEN R. VARELA
3232 N. Halsted St. Unit #D712
Chicago, IL 60657
damien.varela@gmail.com
773.218.8073
Seeking a challenging opportunity within the finance or private equity field that allows me to
utilize my current skills to assist in advancing a business
OBJECTIVE
EDUCATION
Investor Relations & Financial Communications Manager; January 2010 June 2012
Worked closely with both Investor Relations and McDonalds Executive Management to prepare
internal and external documents relating to monthly sales and quarterly earnings releases
Responsible for creating Q&A documentation for Executive Management in preparation for
quarterly earnings releases and analyst calls, as well as investor visits and analyst conferences.
Responsible for the Beverage Business Unit of Nestle Professional Brazil (turnover of ~ 80 M
CHF) and for the development of the local business strategy as well as for a team of ~ 150 people
Turned around the Beverage OOH Business which had stagnant results in the previous 3 years,
achieving double digit growth, both in volume and value, being able to implement significant
pricing as well as +300 bps profit improvement.
Ensured roll out of new solutions and products as well as geographic expansion of the business
Developed improved Integrated Commercial Plan including key commercial (marketing, trade
promotions, pricing, channel / customer prioritization, etc.) and operational activities
Managed required CAPEX (~ 5 M CHF) including development and presentation of business
case and financial justification aimed to obtain corporate approval of these funds.
Ensured product sourcing / availability and cost management by working closely with Nestl in
the Market across the LATAM region. Supported sourcing decisions / analysis for intermarket
supply, make vs. buy, adapted sourcing strategies and managed arbitrage for critical products.
Responsible for the Capital Investment budget and management (~20 M CHF annually)
Led more than 80new product introduction and reformulations focusing on consumer preference
Led several savings projects with positive bottom line impact of more than 100 bps
Vevey, Switzerland
2007-2010
Managed multiple teams / projects aimed to provide direct input to the definition of Global /
Regional and Market Business Strategies, being responsible for the senior stakeholder
management and communication process.
PAGE 2
2005-2007
Led teams and strategic international projects based on value creation analysis such as Business
profitability / turn around, Competitive Analysis, Investment Strategies (CHF 30 to 200 M), inhouse sourcing & make vs. buy across several product categories & geographies.
NESTLE USA
Glendale, CA, USA
FM Implementation Manager
2003-2005
Responsible for the implementation and roll out of Future Manufacturing Initiative (2 years mission)
reporting to Executive Vice President of Operations Nestl USA & Canada
Led a cross functional team (Manufacturing, Engineering, Safety & Environment, HR &
Training, Finance, etc.) to design key principles, set up and implementation of Future
Manufacturing Initiative. Trained locally based successor to ensure continuation of the initiative.
Collaborated with Senior Operations Leadership team to ensure successful launch and roll out.
Fernando Wey
2535 Churchill Drive, Saint Joseph, MI 49085
Phone: (269) 252-8937 / Email: fernando.wey@gmail.com
SUMMARY
Global executive with marketing and business experience developed in multinational companies in the US and
Latin America. Business acumen and strong leadership profile with proven track record of results leading teams of
over 20 people and managing P&L of U$1Bi in revenue. Analytical mindset with great ability to simplify complex
scenarios and define winning strategies. Business enthusiast with passion for challenges and creative solutions.
EXPERIENCE
WHIRLPOOL CORPORATION, United States, Benton Harbor, MI
2012 - Present
Sr. Marketing /Category Merchandising Manager Front Load Laundry
(2 direct reports manager level)
Invited by the North American Marketing VP to move to the companys headquarters with a challenge of defining
the business strategy and marketing actions to turnaround the categorys profitability in the US market. Responsible
for managing a P&L of US$1Bi in revenues and a product line of up to 100 skus.
Developed and implemented the strategy that brought the category to achieve its profitability turnaround and
market leadership in 2013, delivering the best financial results since 2008, growing 9 pts of share YoY.
Led the go to market initiatives with Sales, Operations and Brand to launch a completely new product line
under Whirlpool, Maytag and Amana brands.
Represented the category in tradeshows across the country and negotiated pricing, flooring and merchandising
activities with Big Boxes (Lowes, Sears, Home Depot, Best Buy) and general retail.
Defined the product roadmap to keep the leadership position and profitability for the next 5-7 years
Developed and implemented the strategy for each one of our Big Boxes and Key accounts, considering the
different competitive scenarios and implementing targeted marketing and commercial actions for growth.
Implemented the most effective motivational campaign in the recent history of the company, engaging the
entire sales, trade and operations teams. It became the reference for motivational actions inside the region.
Launched a 360 marketing campaign with TV and magazine advertisement, PR actions and point of sales
materials. Developed a direct marketing plan creating a new and interactive webpage, using online
advertisement and marketing actions with architects and leading partners such as Unilever.
In 2 years the category moved from the 4th position to the 2nd position in share volume and 1st position in share
value. In 2011 it became the most profitable category in our global operation.
Sr. Strategy and Product Development Manager Cooking, Laundry, Dishwasher LATAM (2009 2010)
(8 direct reports manager and analyst levels)
Due to the results achieved while leading the cooking category in LATAM, I was invited to undertake the
responsibility of two additional areas (Laundry and Dishwashers), with the challenge of redefining the business
strategy, product and innovation road map, leading its execution in the region. These categories were accountable
for 60% of the companys revenue in the region.
Lead the cooking turnaround that brought the category to positive EOP for the first time in 60 years.
Launched the Built in product line (cooktops, built in ovens and deco hoods) under the Brastemp and Whirlpool
Brands in LATAM. The most innovative and profitable portfolio in the region.
Launched the new Brastemp product line (ranges) for mass market. More than 20 new products that were
accountable for doubling the categorys profitability and sales in the region. Among the new features and
innovations launched was the first range with steam oven in the world.
VIVO (Telecom Carrier - subsidiary of Telefonica from Spain), Brazil, Sao Paulo, SP
2001 - 2007
Marketing Manager, 20 direct reports manager and analyst levels (2005 2007)
Product Manager, 4 direct reports (2004 - 2005)
Marketing Senior Analyst (2001 - 2003)
Responsible for defining the marketing strategy and action plan to increase sales, customer profitability and loyalty.
Accountable for the development of new products and services and for defining the advertisement strategy for
promotional campaigns and marketing actions leveraging the on-line, direct marketing and mass marketing tools.
Created incentive campaigns/contests for the sales teams.
Created the service that allowed customers to earn bonus in minutes according to their incoming calls. Biggest
innovation in the Brazilian market and brought US$50millons NPV in 6 months.
Accountable for the strategy that led to the profitability turnaround for the Pre Paid product line.
Led the negotiation and development of many marketing actions in partnership with companies such as Nike,
Coca-Cola, Cinemark, Bradesco Bank, Ita Bank, Visa, Mastercard and Carrefour.
Developed and launched the Recarga Premiada, a marketing action that increased the prepaid categorys
revenue in 45% and earned the TOP of Marketing award in 2004.
Developed the Carrega Brasil. A promotion in partnership with Nike and CBF (Brazilian Soccer Federation)
that received the TOP de Marketing award in 2003 and achieved 300% ROI (US$26M).
Created the Programa de Pontos, the main platform used by the company to increase customer loyalty.
1997 2001
EDUCATION
Executive MBA, Kellogg School of Management, Northwestern University, Evanston, IL, expected 2014
MBA, Escola Superior de Propaganda e Marketing, Sao Paulo, SP, Brazil, 2004
BA Business Administration, Mackenzie University, Sao Paulo, SP, Brazil, 2001
LANGUAGES
Portuguese (Native), English (Fluent), Spanish (Intermediate)
JOON YOON
4504 Denver Drive, Plano TX, 75093
Phone: 972 533 3442 | Email: jyoon2014@kellogg.northwestern.edu
SUMMARY
Global Business Executive with over nine years of international experience in strategy and operations with an acute
focus on creating revenue generating opportunities in APAC, Europe, Africa, and the Americas. Proven track
record of advising C-Level executives from Fortune 100 along with senior government officials around the globe
delivering over $100MM of tangible value on their strategic initiatives. Results-oriented leader with strong
leadership and management skills, leading teams of 20+ headcount with P&L responsibilities of $30MM.
EXPERIENCE
ACCENTURE
Europe, Africa, Asia-Pacific, North America
Manager
2012Present
Delivered revenue increases and cost savings in excess of $100MM to multiple Fortune 100 clients in the
Communications and High Tech industry
Managed $30MM P&L budget across 6 programs. Met financial and headcount targets.
Led large teams of over 20 direct reports on global transformational programs in strategy, operations, and
technology engagements
Represented Accenture as the North America Volunteer Service Overseas Ambassador; designed and
promoted opportunities for employees to volunteer in developing countries to support governments and
non-profit organizations
Participated in multiple industry speaking engagements about public and private sector partnerships in
developing markets
ACCENTURE DEVELOPMENT PARTNERSHIPS
Kenya, Rwanda, Uganda, Ghana, Haiti
Business Development Advisor
2010-2012
Developed double bottom-line metric strategies and programs for 10+ clients with combined revenue lift of
over $25MM and direct, positive impact on social indicators in education, health and economic
development as measured by the United Nations
Designed, negotiated, and structured proposals and deals of $43MM with C-Level Executives from US
multi-national corporations in emerging markets in conjunction with US and national governments and
international NGOs
Created US market entry strategy for an international non-profit organization and presented findings to
Queen Silvia Renate of Sweden and the Majestys royal trustees, securing $1MM from donors
Developed and implemented best practice convergent partnership strategies and tools for Accenture
UNITED NATIONS
Namibia
Government Relations Senior Consultant
2009-2010
Developed the 2010-2015 National Strategic Framework (NSF) for HIV/AIDS that provided strategic
policy, planning, and implementation guidance along with thought leadership for the President of the
Republic of Namibia and Minister of Health and Social Services, utilizing a US$1BB budget to implement.
NSF was approved by Parliament and the President of Namibia, and then commissioned by the government
in 2010.
Designed innovative public and private partnership models and proposed new tax structures to generate
US$500MM for HIV funding
Lobbied and negotiated with key government stakeholders, including the President, Members of
Parliament, and the Minister of Health and Social Services, to modify existing HIV/AIDS laws and policies
JOON YOON
PAGE 2
Developed relationships with C-Level executives, government officials, and country directors from multilateral and bi-lateral agencies to facilitate dialogue and partnerships, raising sustainable financial and
human capital support
Created a National Operational Plan and four Regional and Sectoral Operational Plans to facilitate a multisectoral and decentralized planning and implementation of the NSF
ACCENTURE
Italy, Australia, Malaysia, UK, India, US
Consultant
2007-2010
Conducted $50MM asset valuation and revenue allocation strategy to monetize 1,000+ nation-wide cell
phone towers
Developed and executed Blue Ocean Strategy and market entry plans for new product launch, generating
annual revenue of $75MM and reducing costs by $660K
Developed Operating Expense (OpEx) cost reduction strategy for CFO, delivering $20MM in savings
ACCENTURE
Italy, Australia
Business Analyst
2004-2007
Conducted competitive market analysis to identify trends in global communications marketplace
Positioned Accenture assets to enable sales of $700MM in Europe and Asia-Pacific
Drove executive discussions on strategic/operational issues and risks to identify solution
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EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY
Evanston, IL
Executive Masters of Business Administration
Degree expected June 2014
TEXAS A&M UNIVERSITY
College Station, TX
Bachelor of Business Administration, Marketing, Magna Cum Laude, GPA: 3.71/4.0
2004
Academy for Future International Leaders at Presidential George Bush Library Class of 2003
Mays Business Fellows Program Group XXI
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ADDITIONAL DATA
Pro-Bono Consultancy
Africa, Europe, NA
Principal
2008-Present
Advise senior leadership of international social enterprises and non-profit organizations specializing in emerging
and/or developing markets on revenue generation opportunities and capacity building initiatives. Below is client
portfolio list:
2010-Pres
2010-2012
2009-2010
2008-2010
1998-2004