Professional Documents
Culture Documents
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 mid-career 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%
10%
4%
8%
accounting/auditing
consulting
engineering
12.25 years
average work experience
finance
10%
1%
2%
10%
5%
class characteristics
general management
human resources
investment
37.6
average age
logistics
management information systems
marketing
18%
3%
1%
2%
7%
4%
15%
other
79%
47%
purchasing
sales
strategic planning
unspecified
female students
male students
product management
21%
minority students
6%
african-american
17% 24%
hispanic
445
total number of
Domestic EMBA students
asian-american
GEOGRAPHIC REPRESENTATION*
international 28%
u.s. 72%
africa 2%
south 24%
WEST 9%
eaST 9%
asia 38%
europe 17%
Midwest 58%
38%
students holding
advanced degrees
industry breakdown
consulting
communications/technology
financial services
food/beverage
government
health
$176,613
average base salary upon
entering the program
law
manufacturing
nonprofit
other
utilities
unspecified
16%
13%
11%
2%
1%
5%
2%
15%
2%
20%
2%
13%
CONTACT US
Adnan Rukieh
Director, Career Services
Executive MBA Program
Kellogg School of Management
Northwestern University
847. 467.2593
a-rukieh@kellogg.northwestern.edu
Education
561.596.2676 temsayed@gmail.com
Experience
Medical Director, Plastic Surgery, Modernizing Medicine, Boca Raton, FL. June 2012 - Present
Corporate strategist for product development for plastic surgery electronic medical assistant (EMA) software
platform, including product design and integration with third-party plastic surgery practice tools.
Design supervisor responsible for strategic and tactical decision-making for marketing rollout and corporate
liaison to physician clients.
President and Plastic Surgeon, Tim A. Sayed, MD, PLLC, Boca Raton, FL. June 2012 - Present
Plastic Surgeon in solo boutique aesthetic surgery practice servicing south Florida patients. Clinical practice
affiliated with Trasformare Surgicenter (independent contractor). Corporate consultant to biodesign, private
equity/venture capital and healthcare IT sectors, including KCI, Lifecell and GLG Council.
Managing Partner, Resurginomix, LLC, West Palm Beach, FL. May 2011 - Present
Corporate leader and chief strategist for surgical device design partnership.
Co-designer and project leader of multiple devices in pipeline for operating room technology to streamline
procedural efficiency, reduce medical error and improve outcomes.
Plastic Surgeon, Plastic Surgery of Palm Beach, P.A., West Palm Beach, FL. July 2003 - June 2012
Attending plastic surgeon in 5-surgeon practice serving Palm Beach County with appointments to 8 hospitals and
2 outpatient surgical centers. Practice scope includes aesthetic, trauma, skin cancer, breast reconstructive and
wound management surgical care and medical spa.Community leader with numerous hospital and medical
society leadership positions.
Academic volunteer faculty member with appointments at two medical schools, educating residents and students.
Board member of four multidisciplinary breast cancer centers, integrally involved in strategies for marketing,
community education and clinical protocols for breast reconstruction.
Medical Director, JFK Wound Management Center, Atlantis FL. July 2009 - June 2012
Physician liaison to hospital administration for medical staff, responsible for implementing clinical protocols,
outcomes evaluation and marketing efforts. University clinical faculty member responsible for medical resident
education in wound management.
Cardiac Surgery Research Asst., University of California, San Francisco, CA.July 1991 - March 1993
Laboratory technician and engineer for cardiothoracic research laboratory investigating myocardial energetics in
pig and fetal sheep models under Dr. J. Scott Rankin. Surgical assistant in research procedures on animal models.
Professional Memberships
Fellow, American College of Surgeons
American Society of Plastic Surgeons
American Society for Aesthetic Plastic Surgery
Florida Society of Plastic Surgeons
Palm Beach County Society of Plastic Surgeons
Massachusetts General Hospital Surgical Society
Florida Medical Association
Palm Beach County Medical Society and Project Access Initiative
Honors/Awards
The Leading Physicians in the World, 2011
Patients Choice Award, 2008
Consumers Research Guide Top Plastic Surgeons in America, 2007
UCSF Alumni-Faculty Association Award for Academic Excellence, 1996
Alpha Omega Alpha (National Medical Honor Society), 1995
Phi Beta Kappa, 1992
U.C Berkeley Electrical Engineering Honors Program, 1992
Tau Beta Pi (National Engineering Honor Society), 1991
Eta Kappa Nu (National Electrical Engineering Honor Society), 1991
Edward Frank Kraft Scholarship (Top 100 U.C. Berkeley Freshman, 1989)
University of California Regents Scholar, 1988-1992
National Merit Scholar, 1988-1992
Valedictorian, Plano Senior High School (Largest graduating class in Texas), 1988
Leadership
Academic Positions
University of Miami Miller School of Medicine Volunteer Assistant Professor, 2011-current
University of Vermont Clinical Assistant Professor at St. Marys Hospital , 2010-current
Publications
1. Abou-Sayed, H. Anatomy, First Aid for USMLE Step 1, Le, et al., Eds. First Edition. Appleton and Lange, 1994.
2. Abou-Sayed, H. Surgery, First Aid for the Wards, Le, et al., Eds. First Edition. Appleton and Lange, 1998.
3. Abou-Sayed H. Berger DL. Blunt lower-extremity trauma and popliteal artery injuries: revisiting the case for
selective arteriography. Archives of Surgery. 137(5):585-9, 2002 May. Presented at the 82nd Annual Meeting of the New
England Surgical Society, September 2001.
4. Abou-Sayed, HA and Mathes, SJ. Significance of intraabdominal compartment pressures following TRAM flap
breast reconstruction (Comment). Plast Reconstr Surg. 112(1):348-9, 2003 Jul.
5. Abou-Sayed, HA, Gruber, RP and Lesavoy, MA. Enlargement of Nasal Vault Volume with Closed
Septoturbinotomy. Plast Reconstr Surg. 120 (3):753-9, 2007 Sep.
Personal
Enjoy playing sports, creative writing, guitar, piano, vocal performance and composition. Fluent in English and Arabic,
conversational in German and Spanish. American MENSA member and three-time Jeopardy! game show champion.
Adeel Ahmed
4521 Red Barn Dr.
Richardson, TX 75082
adahmed@cisco.com
Home: 972-231-9656
Cell: 469-766-2000
SUMMARY
Management Executive with over 18 years of experience in the Networking Industry working with major
Service Providers in North America, EMEA and Asia-Pacific. Over 6 years of experience leading crossfunctional teams and driving results. Proven track record of exceeding customer expectations and raising the bar
in service delivery.
STRENGTHS
EXPERIENCE
CISCO SYSTEMS, INC., Richardson, TX
1998 - Present
Senior Manager, Cisco Advanced Services (2008 Present)
Manage a team of senior architects, engineers and consultants to provide lifecycle services to Ciscos top
Service Provider customers worldwide.
Generated over $100M in services revenue annually since 2010.
Developed new business models for Cisco customers to provide value-add services (voice, video, highspeed data) to end-users.
Grew customer base by 50% and increased revenue by 30% in one year during 2010-2011.
Improved teams productivity by 40% by introducing tools and automation techniques that helped
improve delivery efficiency and allowed the team to scale.
Collaborated with multiple business units, marketing and sales teams on service enablement and defining
sales strategies for new products and technologies.
Architected a strategy for partner enablement on key products and technologies to drive service revenue in
various theaters including US, EMEA, Asia-Pacific and Emerging Markets (Brazil, Middle East).
Technical Leader, Cisco Advanced Services (2006 2008)
Worked as an external advisor to Cable Service Providers in providing triple-play services over highly
complex DOCSIS networks. Worked with internal Cisco Business Units in improving hardware and
software quality, defining requirements for next generation products and features.
Represented Cisco in various industry forums. Filed multiple technology patents. Authored two technology
books, white papers, design guides, technical notes and best practices for customers. Co-authored IETF RFC
and actively participated in IETF IPv6 working group. Developed training material for customers, partners
and Cisco engineers.
Network Consulting Engineer, Cisco Advanced Services (2000 2006)
Advanced Services group subject matter expert (SME) for Broadband Cable products and solutions.
Supported major Service Providers worldwide in deploying high-speed data and VoIP services over
DOCSIS networks.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Executive MBA, degree expected June 2013
WICHITA STATE UNIVERSITY, Wichita KS
Master of Science in Electrical Engineering, 1998
Bachelor of Science in Electrical Engineering, 1995
Member, Board of Directors at Hidaya Foundation, a 501 (c) (3) non-profit, focused on implementing
social welfare, healthcare and educational projects in South Asia, Africa, US and Canada.
Industry Recognition: Named IPv6 Forum Fellow by the Global IPv6 Forum
Patents: Submitted 4 patents, 1 filed with US Patent Office
Publications:
o Co-authored RFC 4779 on IPv6 Deployments in Broadband Networks
o Co-authored Cisco Press Book VoIP Performance and Optimization (published 2010)
o Co-authored Wiley Book on Deploying IPv6 in Broadband Access Networks (published 2009)
Represented Cisco in industry forums including IETF, IPv6 Summit, SCTE, NCTA, APRICOT, Cisco
Live
CERTIFICATIONS
JUAN D. ALARCON
Mobile: (305) 987-7265
Home Phone: (305)856-3341
jalarcon2012@kellogg.northwestern.edu
jalarcon99@hotmail.com
Qualifications
Seasoned leader with 25 years of work experience and over 20 years in managerial positions.
Very strong personal relations and negotiation skills. Solid background and very successful
international negotiations with different cultures, such as European, Latin American, Russian and
Mediterranean countries. Experience in logistics and supply chain management. Highly oriented
to the execution of objectives. Superior capacity to lead high performance teams and very
passionate for what I do.
Education
MBA, Kellogg School of Management, Northwestern University, Miami, FL/Evanston, IL, US 2012
Certificate as International Marketing Specialist EAFIT University Medellin, Colombia, 1998
Bachelor of Systems Engineer EAFIT University - Medellin, Colombia, 1988
Key Competencies
Cross-Cultural Agility, Global Mindset, Drive for Results, Business Acumen, Learning on the Fly,
Integrity and Trust, Passionate Commitment, Problem Solving, Desire for Impact, Managing
Vision and Purpose, Building Effective Teams, Cross-Cultural Negotiation, Compassion, Work/life
Balance and an avid Learner
Professional Experience
Turbana Corporation Miami, Florida - Chief Executive Officer(CEO)
2001 to Present
Importer and distributor of Fresh Produce, mainly Bananas, Plantains, Exotic Bananas and
Pineapples into North America with sales of over $180 Million Dollars a year
Major accomplishments as CEO:
Increased sales from $105MM in year 2000 to over $180MM in 2009 and profitability by 400%
Developed and introduced new products/categories such as exotic bananas, Fairtrade bananas,
pineapples, ethnic tropical products and snacks. Turbana is currently the #1 importer in the North
American market for plantains, Fairtrade bananas and private label bananas
Improvement of customer base, focusing more on retail business in order to improve returns and
sustainable growth
Leading negotiator in the sale of 50% of the company to an European Company in 2005
Consolidation of the sales team improving talent and territory coverage
Successfully negotiated the port facility move in the North East of the United States with savings
of over $30 million for the first 10 years of operation
C.I. Union de Bananeros de Uraba, Medellin, Colombia
Largest banana grower- cooperative in the world with operations in Colombia, Europe, US and
Costa Rica with over $600 million in turnover
Languages
Other Activities/Information
Representative of Colombia before the Council of Experts of Banana to the European Union
during the period 1994 to 2004
Founding partner of Soft Touch located in Medellin, Colombia, dedicated to the production and
sales of ice cream with sales over $1.2 million a year and 68 employees
Partner in MasterDent S.A., a factory of acrylic teeth located in Medellin, Colombia which sells
85% of its production to the international markets with sales over $1MM a year and 39 employees
Speaker in several international seminars (Colombia, Ecuador and Costa Rica) related to the
International Banana Business
Dual Citizenship: US and Colombia
Change Management
Mergers and Acquisitions
Talent Acquisition &
Development
Fluency in Spanish
Fluency in Portuguese
Public Speaking
Project Management
EDUCATION
MBA, Kellogg School of Management, Northwestern University, Miami, FL/Evanston, IL, US 2012
M.S. in Human Resources Management, National-Louis University, Tampa, FL, US
B.A. in English and Education, Sedes Sapientiae College, Argentina
NOTABLE ACCOMPLISHMENTS
Saved $3M in Real Estate costs while increasing productivity and engagement through implementation of a
flexible workplace program. Earned global award for this initiative.
Conducted a successful merger and acquisition due diligence in 14 countries, led several integrations
assuming in-country HR leadership. Received several awards for these contributions.
Enhanced company branding, reduced turnover and lowered insurance costs by implementing Tropical
University, a multi-year, in-house program to teach English as a second language.
Developed and implemented HR talent acquisition strategy including recruitment, compensation and vendor
management that contributed to growing revenue 3 fold in 2 years while expanding the business in the Latin
American region.
Saved over $5M by reengineering compensation and benefits strategy in Latin America.
EXPERIENCE
Designed and implemented creative HR strategy to expand Western Unions presence in the Brazilian
market, and led multi-national internal and external team to execute it. This Greenfield project was executed
in a highly competitive market for talent with a tight deadline imposed by the Brazilian Central Bank, and
despite numerous challenges all deliverables were successfully met.
Conducted merger and acquisition due diligence in 14 countries in Latin America, EMEA and APAC and
supported HR programs in services integration by leading multi-disciplinary, multi-country team of 10,
inspiring confidence, innovation and continuous improvement. This resulted in increased engagement and
performance, and smoother, faster integrations reducing cost and risk associated with lengthy mergers.
Led cross-functional team to design and implement pilot telework and wellness programs in response to
space, business continuation and employee engagement issues. Results included 100% satisfaction in 360
evaluations, no turnover in telework group, and $3M savings in Real Estate.
Planned and implemented effective HR strategy during company reorganizations to meet new business goals,
minimize risk and support remaining and departing employees. The outcome was sustained revenue and
customer satisfaction as well as high level of employee placement and zero labor claims.
Led a project to digitalize of employee HR files creating a paperless environment, eliminating storage costs,
increasing data security and enabling just-in-time HR service.
Contributed to the development and successful implementation of the Continuity of Operations Plan as
member of the Americas Crisis Management team, ensuring compliance, business continuation and
employee safety.
2000
1997 - 2000
Objective Statement
To obtain a finance leadership position that utilizes my experience, skills, strategic thinking and
leadership capabilities; which have been built through over 14 years of professional experience,
primarily acting as a trusted M&A advisor analyzing businesses and advising clients on over 50
transactions.
Professional Work Experience
PRICEWATERHOUSECOOPERS, CHICAGO IL
Director (since 2008) Transaction Services Group / Financial Due Diligence
September 2005 - Present
Led teams on sell-side and buy-side diligence projects; working with both corporate and private
equity clients, on European, North American and cross-border transactions. Transaction values
ranging from $50m to $4bn.
Led projects for some of PwC's largest Chicago-based private equity clients - successfully working
with demanding investment professionals.
Significant experience analyzing historical and forecast business trends, including period over
period analysis of the key drivers; product price / volume, commodity costs, gross and operating
margin, fixed versus variable cost structure, quality of earnings and working capital.
Project managed teams of multiple specialists, including operations, accounting, taxation, legal,
IT and HR; providing a robust understanding of cross-functional business issues.
Presented diligence findings to clients, including CFOs and senior private equity investors through both written reports and oral presentations, focused on the key issues impacting
valuation and deal terms.
Gained experience in a variety of industry sectors, with significant experience analyzing
manufacturing, consumer packaged goods, technology and healthcare-related companies.
Significant experience assisting corporate clients to carve-out and divest non-core assets, such as:
- Assisted a former public steel company in a $4bn carve-out and divestiture of major
operations in the US and Canada, working in partnership with the CFO and senior executives;
- Worked closely with the corporate team on integration and synergy tracking, following the
$1.7bn merger of two large public companies in the consumer products sector; and
- Advised large clients on best practices and common pitfalls of divestitures
Provided advice on Sale and Purchase Agreements (SPA) and Transition Service Agreements
(TSA), including:
- Added real value through positive purchase price adjustments in excess of $100m;
- Commented on the drafting of definitions, purchase price adjustments, representations and
warranties - to ensure diligence findings are appropriately addressed in deal documents.
- Worked with several large retailers, assessing services provided to both acquired and divested
business units; and the extent, timing and cost of services to be provided post-closing.
Recently selected to develop a new service offering reviewing transaction agreements; which has
involved developing a strategic vision, internal marketing of services, and communicating our
value proposition to clients.
Developed content and presented to clients and professional bodies on technical issues and
market trends; such as revenue recognition, business combinations, and current M&A trends.
Developed and facilitated professional education courses for over 100 M&A professionals in the
local office, and taught training courses to both the national practice and global delivery centers.
Actively involved in recruitments and retention efforts, including
- Mentored several current and former employees within the firm, providing performance
feedback and career advice.
- Interviewed potential new hires and provided recommendations.
PRICEWATERHOUSECOOPERS, LONDON UK
Manager - Transaction Services Group / Financial Due Diligence
May 2003 - September 2005
Senior Auditor - Assurance and Business Advisory Services
December 2001 - May 2003
Led audit teams at divisions of FTSE 100 and 250 clients, before joining Transaction Services.
Gained experience developing the skills and experience listed above, unique experiences included:
- Performed seller due diligence for several global companies, with up to 1bn in revenue,
including retail pharmaceutical and manufacturing and businesses. Worked closely with the
seller at multiple locations over extended periods.
- Assisted with the 500m Initial Purchase Offering (IPO) of a major UK food group.
- Performed buy-side due diligence on the 700m acquisition of a large UK newspaper group.
- Bid defence for a FTSE 100 clothing and grocery retailer, with 7bn of revenue.
Audited and compiled accounts for small and medium sized owner-managed clients, providing a
solid foundation for understanding financial statements.
Qualifications
2011-2012
1998-2001
1995-1998
Community
Board Member - Member of the Advisory Board for 1WorldSports, a Chicago based global nonprofit organization.
Volunteer - Active in the Ladder Up Tax Assistance Program (TAP), helping low-income families
in the Chicago area to prepare and file tax returns.
Fundraiser - Participated in a marathon, several half marathons and triathlons, helping to raise
money for charity.
Michelle Beck
4659 N LaPorte Ave
Chicago, IL 60630
312-339-6038
mbeck2012@kellogg.northwestern.edu
PROFILE
Global IT and Operations Leader with over 15 years experience specializing in business transformation
through technical, financial, and supply chain process design and improvement. Proven track record
maximizing resource utilization in offshore and/or outsource model. Extensive experience in crosscultural communication, team building, and management. Strong leader with a desire to partner with the
client to meet pressing business needs.
EXPERIENCE
Schawk, Inc.
2012 - Present
Global Director, Enterprise Application Solutions
Responsibility for all global enterprise applications and supporting functions, including ERP Application
Development, Business Intelligence Development, Quality Assurance, Project Management Organization,
and Production Support. Extended organization of approximately 25 permanent staff and 25 contract
staff.
Captured savings of $350k annually by transitioning Program Management of Operations business
transformation away from consulting partners to internal staff
Guided team to implement procedures to streamline production support operations for savings of
$200k annually
Develop departmental budget of over $7MM and execute against it
Matured PMO and working to deploy standard project management lifecycle processes
Aon Service Corporation
2007 2012
IT Director, 2011 - 2012
Finance ERP global financial system integration: participated in management of $7MM 2012
discretionary budget; updated Executive Leadership Team (CEO, CFO, CIO, SVP) weekly on deployment
and stabilization efforts; traveled to India and the UK quarterly to manage global teams, and met with
finance business regarding requirements, project status, and issue resolution
Leveraged and reworked project plan to enable Aon Hewitt integration with Aons corporate financial
system just 9 months post-merger in July 2011
Met external contractor budget of over $3MM in 2011
Led global development team to deliver 150+ system enhancements
Participated in development of governance model and overall program budget ($50MM over 4 years)
Sr. Application Development Manager, (Hewitt Associates) 2008 - 2010
Managed 75 person global technical team (in-sourced and out-sourced offshore, and onsite members);
worked in partnership with Finance team to achieve application readiness for the reimplementation of
Hewitts financial system
Developed scorecard for tracking productivity and quality of on and off shore development teams
Led business process confirmation workshops in the United States and the United Kingdom
1998
1997-1998
EDUCATION
Kellogg School of Management, Northwestern University, Evanston, IL
Executive MBA, December 2012
University of Illinois, Springfield, IL
B.S. Computer Science, 2007
Magna Cum Laude
ADDITIONAL DATA
Technical Skills: PeopleSoft Order to Cash, Procure to Pay, Record to Report, Supply Chain
Management, PeopleTools, PeopleCode, AE, Business Process Analysis and Design
Interests: Family, Travel, Reading, Skiing, Kellogg Alumni Club, Chicago local theater, Sports fan
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. Currently enrolled in Executive MBA program at Kellogg School of
Management, Northwestern University, Evanston, IL.
EXPERIENCE
MICROSOFT CORPORATION, Redmond, WA
2000 Present
Lorenzo Bergamaschi
1994 - 2000
1993 - 1994
Lorenzo Bergamaschi
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
Jerome Bryant
Page 1 of 2
2001-2004
CORPORATE VICE PRESIDENT / SENIOR TECHNICAL MANAGER
Led team of 50 associates that supported foreign exchange, fixed income, global derivative products, and global corporate risk projects
in US, London, and Hong Kong. Managed budget of $10 million. Forecasted organizational supply and demand and reconciled
variances. Created, maintained, and managed "best-of-class" standard operating procedures for software, documentation, and
environments that were compliant with Six Sigma quality controls, Sarbanes-Oxley, and financial compliance controls.
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
SYSTEMS OPERATIONS & CONFIGURATION MANAGEMENT TEAM MANAGER
Managed multi-disciplinary team of 35 code deployment, UNIX, network, security, and capacity planning engineers in the US and
Canada. Developed and supported tools for streamlining and automating software build and deployment process. Established
department policies and SEI CMM level 2 standard software procedures. Developed and modified UNIX system configurations,
networking elements and other hardware and software components to support new software releases.
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.
Jerome Bryant
Page 2 of 2
Brett Bussell
10023 Cedar Point Drive
Carmel, IN 46032
404-395-5056 - mobile
bbussell2012@kellogg.northwestern.edu
PROFILE
Proven Information Technology and Business Development Professional with extensive experience in
software start-up, business consulting, technology development, and system integration. In 2003, started
a software and services company focused on supply chain optimization that was later purchased in 2008
by an international conglomerate.
Primarily seeking project based engagements where my experience can be leveraged to help companies
achieve their goals. Note: Since my last full time employment in late 2011, have been focused on
graduate school and reviewing entrepreneurial possibilities.
EXPERIENCE
Idhasoft IT Consulting Services, Atlanta, GA
20082011
Vice President
Information Technology Solutions Business Development and Marketing Management. Led and
supported IT solutions sales cycles and customer engagements. Responsible for content development,
messaging, and marketing materials.
Account and Customer Relationship Management.
Led business and IT consulting engagements, systems integration, and delivery management.
Solution platforms included: Oracle ERP, SAP, JDA/i2, Manhattan Associates, and Red Prairie.
Clients engaged include: Dell, T-Mobile, Whirlpool, Giant Eagle, Ceva Logistics, MCS, PPG,
Hallmark Cards, Charlotte Russe, BCBG, Nordstrom, American Eagle, Carters, and Wal-Mart.
Brevadum, LLC, Boulder, CO
20032008
Founder and Managing Partner
During its five year run as an independent consultancy, Brevadum provided IT supply chain solutions for
more than 25 Enterprise and Mid-Size Companies. Primary services included design, management, and
integration of supply chain execution solutions to maximize ROI on distribution, logistics, and systems
infrastructure as well as enable supply chain visibility for optimal performance management. The firm
employed 20+ specialists and support staff. Brevadum was acquired by Idhasoft Jan 1, 2008.
Responsible for $3M+ delivery of annual services revenue.
Account and Customer Relationship Management.
Led business and IT consulting engagements, systems integration, and delivery management.
Clients included: Nordstrom, Luxottica, Giant Eagle, PPG Industries, Perry Ellis, Borders, T-Mobile,
Coleman Cable, Retail Ventures, and American Eagle.
Independent Consulting Engagements
2000 - 2003
During this time period was involved in multiple projects primarily as an independent consultant.
APL Logistics / Esprit Europe Dsseldorf, Germany / Long Beach, CA
Helped enable Esprit Europe establish new distribution network in North America.
APL Logistics / Asics Tiger Long Beach, CA
Established systems to support crossdocking facility from the Port of Long Beach.
H&R Block Kansas City, MO
Designed data warehouse and GUI for internal sales campaigns focusing on converting large
tax customer base into other financial services customers.
Forsythe Technologies Chicago, IL
Oracle ERP Implementation.
OLB.com New York, NY
Ecommerce Software Design and Development.
Shamrock Foods Phoenix, AZ
Supply Chain Management Software Services and Support.
Manhattan Associates, Atlanta, GA
19972000
Consultant, Senior Consultant
Joined Manhattan when it was a small startup. Eventually the company would enjoy spectacular growth
including an IPO in 1998. The company now employs 2200+ and has a $1B+ market cap.
Helped design and build first version of what would become the industry leading Open Systems
Supply Chain Management Suite.
Supply Chain Solutions Design, Implementation, and Integration for multiple clients in retail, CPG,
high tech, and logistics verticals.
EDUCATION
The Kellogg School of Management, Northwestern University, Evanston, IL
Master of Business Administration (MBA), EMP86
2012
1996
Bridget E. Calendo
1720 Maple Avenue, Unit 123, Evanston, IL 60201
Phone: (847) 946-0376 Email: bcalendo2012@kellogg.northwestern.edu
SUMMARY
External Relations and Development Executive with over sixteen years experience in management in higher
education; experience in strategic administrative initiatives, creating new programs at the national and international level;
managing Boards and directing internal and external affairs for the unit. Experience securing gifts in the range of
$100,000 to $1M and managing budgets up to $10M+. Key areas of expertise include Faculty Support, Budget,
Cultivation, Stewardship, Major Gifts, Strategic Planning, Partnerships, Programs, Board Relations, and Marketing
Strategy.
EXPERIENCE
NORTHWESTERN UNIVERSITY
Evanston, IL
Director of Operations and Outreach
2008 - Present
Founder and Chair of the Midwest Energy and Sustainability Leadership Alliance (MESLA).
Works with Trustees to advance the mission of ISEN to donors and friends; manages Executive Council.
Develops fundraising proposals along with director of development; participate in prospect meetings.
Wrote the Strategic Plan for Institute for Sustainability and Energy at Northwestern (ISEN).
Creates and hires faculty for new energy and sustainability courses at the undergraduate and graduate level.
Chair of the One Book One Northwestern project (200+ events) for incoming President.
Manages outreach efforts to internal and external audiences to further the agenda of energy and sustainability on the
Evanston campus and to the broader Chicago-metropolitan community.
Lead international programs which include Northwestern University in Qatar, The University of Bonn in Germany, and
Peking and Wanxiang Polytechnic Universities in China.
DUKE COMPREHENSIVE CANCER CENTER
Durham, NC
Director of Individual and Major Gifts
2008 - 2006
Developed strategies to identify, cultivate, track, solicit and steward patients and friends of the Duke Comprehensive
Cancer Center for major gifts for patient programs and research projects.
Closed gifts in the range of $100,000 to $1M for the Cancer Center and the Annual Fund.
Managed Faculty Philanthropy Committee to increase faculty involvement to enhance major gift activities.
Created stewardship programs to enhance relationships with current and potential donors.
Wrote proposals, worked with other Duke medicine departments on mutual goals, and managed gift staff .
Developed procedures with the Office of Gift Records for effective recording, and acknowledgment of gifts.
YALE UNIVERISTY
New Haven, CT
Director of Advancement
2005 2006
Successfully solicited six-figure gifts for Biomedical Engineering, Mechanical Engineering, Science Policy student
internships in Washington DC, and the Allan Bromley Fellowship.
Created Yale Engineering brand that included new marketing materials and website and CMS (over 5,000 pages.)
Spearheaded Yale Engineering Campaign and revised feasibility report and case statement to alumni clubs and board.
Strengthened relationships with the New Haven community by developing strategic marketing plans and creating new
science programs: Girls in Engineering Day; Engineering Trivia Tournament; Environmental Engineering Justice Day;
Science Saturdays; and YSEA High International Science Fair competition and database.
Established relationships with donors, industry, alumni and city, state and federal agencies.
BOYS HOPE GIRLS HOPE
Wilmette, IL
Executive Director/Illinois Program
2003 - 2005
Chief Administrator; raised operations budget of $1.1 million; eliminated debt and grew reserves by 25 percent.
Successfully presented proposals to foundations and major donors.
Increased Annual Appeal 20 percent in the first year;
Obtained new leadership gifts from: CIBC Miracle Day, CNA, Northern Trust Bank, WGN Children Charities, Cubs
Care, Million Dollar Round Table, Northwestern Mutual, Richard H. Driehaus Foundation, and Staubach Company.
Secured funding for college scholarships.
Managed media contacts, press releases and public relations, communications, and marketing.
BRIDGET E. CALENDO
PAGE 2
NORTWESTERN UNIVERSITY
Evanston/Chicago, IL
Director External Relations/Medill
1992-2003
Promoted Medill to media worldwide; identified key strengths and areas of strategic focus.
Provided press releases to media contacts.
Managed events, wrote proposals with Medill's development director and directed four budgets.
Chief liaison to donors, alumni worldwide, media and friends.
Chief liaison to Medill's Board of Advisers and alumni clubs worldwide.
Expanded Medill's exposure across all media, included faculty, alumni features and awards.
Director of Institutional Advancement and Development, Northwestern University Sheil Catholic Center
Initiated and implemented first alumni annual fund campaign which resulted $50,000+ in first seven months.
Successfully solicited major gifts to endow a new staff position for over $150,000.
Expanded outside donor base by 33% in the first year; secured new gift process through Northwestern University.
Secured corporate and individual sponsorship for Mardi Gras (raised $87,000.)
Secured outside funding to support new initiatives and for capital projects and program needs.
Associate Director for Medical Development, Northwestern Medical School
Managed development activities including strategy, annual campaign, planned giving, grants and events.
Designed new development brochures and wrote proposals to secure new endowed lectureships.
Visited donors, alumni and foundation contacts to strengthen their relationships to the Medical School.
Determined funding needs and priorities; researched prospective donors.
Secured new gifts from foundations and donors, alumni and others.
Initiated and implemented fundraising special events to honor and recognize major gifts.
Operations Manager, Department of Surgery, Northwestern University Medical School
Created Friends of the Department database, which included demographic information on all donors and prospects,
former students and residents, current faculty, students, alumni and staff.
Organized events and publicity surrounding major gifts and donations.
Administered faculty salary increases including incentive compensation, advances and bonuses.
Member of the Executive Management Committee (Chairman and Division Chiefs).
Associate Director, Master of Engineering Management (MEM) Program
Doubled program revenue in two years.
Established Industry Friends Advisory Board: Motorola, S&C Electric, USG Corporation, Abbott Laboratories, General
Motors and Bell & Howell among others.
Directed marketing campaign to prospective students, corporations and others; increased applications by 48 percent.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY
Evanston, IL
Executive MBA
2012
NORTHWESTERN UNIVERSITY
M.A. Sociology/History
ROOSEVELT UNIVERSITY
B.S. Psychology
ADDITIONAL INFORMATION
Member of Chicago Sister City Committee to China, 2009 - Present
Member of Steering Board, Evanston Community Foundation, 2010 - Present
Past President and member of Association of Northwestern University Women ( ANUW), 2001
Member of Weinberg College of Arts & Sciences, Environmental Council, 2012
Evanston, IL
1998
Chicago, IL
1991
Kara Carlisle
management, special projects, and fund development. Designed, organized and implemented inter-group
dialogues between Latino-Korean, African American-Korean, Jewish-Korean, and other groups. Served as the
lead for developing programs for local youth.
DEVELOPMENT OFFICER, Koreatown Youth & Community Center, Inc., Los Angeles, CA (1/2004-9/2005)
Developed funding resources through research, grant writing, and forming collaborative relationships with local
educational agencies, community based organizations, non-profit organizations and religious institutions, with
particular attention to Asian Pacific Islander communities. Coordinated public relations efforts with TV, print
and radio media, and served as agency representative at community meetings, funders meetings and political
events. Was in charge of individual and corporate membership drives, capital campaigns and workplace giving
campaigns through United Way and Asian Pacific Community Fund, as well as marketing and volunteer
management. Coordinated special projects and events and staffed the Board of Directors.
PERSONNEL OFFICER, Koreatown Youth & Community Center, Inc., Los Angeles, CA (7/2003-12/2003)
HR manager for 65 employees and additional contractors. In charge of staff development, including trainings
related to diversity in the workplace, OSHA and workers compensation. Maintained personnel databases using
FilemakerPro and MS Office. Responsible for fostering employee morale.
Developed and enforced new personnel policies and procedures
Recruited, interviewed and hired 20 employees; terminated 4
Researched and administered medical, dental, vision, life/disability, and 403b benefits; worked with
brokers and managed a change in agency dental provider
ADDITIONAL WORK EXPERIENCE
DEVELOPMENT CONSULTANT, self-employed (2005-2008)
SPECIAL PROJECTS COORDINATOR, Urban Leadership Institute (2002-2003)
DIRECTOR, Sister to Sister Summit, Am. Assoc. of Univ. Women, CA (2000-2001)
DIRECTOR, Project 4100, Washington, DC (Summer 2000)
STUDENT BODY PRESIDENT, Anderson University, IN (1998-1999)
CIVIC LEADERSHIP
COMMISSIONER, Michigan Community Service Commission, State of Michigan (2009-2012)
PRESIDENT, Human Relations Commission, City of Los Angeles, CA (Member 2006-2008)
CHAIR, Empowerment Congress, Los Angeles, CA (Member 2003-2008)
SECRETARY, Wilshire Center Koreatown Neighborhood Council, Los Angeles, CA (2004-2006)
BOARD MEMBER, People for Parks, Los Angeles, CA (Member 2005-2008)
BOARD MEMBER, National Association for Community Mediation, Washington, DC (2006-2008)
EDUCATION
Master of Business Administration, Kellogg School of Management, Northwestern University, Evanston, IL,
degree expected December 2013
Member, Entrepreneurship Club
Master of Divinity, Magna Cum Laude, Claremont School of Theology, Claremont, CA (1999-2002)
Urban Studies & Education emphases
Summer Fellowship Projects: Washington, DC and United Kingdom
Bachelor of Arts, Magna Cum Laude, Anderson University, Anderson, IN (1995-1999)
Honors in Religious Studies, minors Political Science and Philosophy
Internships: Bastrop, Louisiana and Washington, DC
Rosemery Carrillo
Address: Kra. 19A No 85 56
Bogot, Colombia
Phone: (57) 310 2042443 Email: rcarrillo2012@kellogg.northwestern.edu
SUMMARY
Senior Finance Leader with more than 11 years of experience in financial planning, management
information, business performance management and control systems. International work experience in
Colombia, US and UK. Solid and energetic performer with reputation for work ethic, exceeding
expectations and motivating teams. Fluent in English and Spanish.
EXPERIENCE
EQUION ENERGIA
Bogota, Colombia
Senior Planning Team Leader
April 2012 - present
Currently leading a business process transformation for the Finance and Control function
Responsible for the long term planning and performance management processes in the organization
BP EXPLORATION (now EQUION ENERGIA)
Bogota, Colombia
Integration Manager for SAP Implementation Project
2011-2012
Led cross-functional team of more than 20 during the SAP implementation project
Exceptional performance award
Successful go-live within timeline and budget
Optimized 92 business processes
BP EXPLORATION
Bogota, Colombia
Finance Team Leader for Projects and Operations
2010
Provided the Projects and Operations functions with the required financial and commercial support
regarding planning, management information, cost control and investment governance
Worked on the sanction case of a $1bn major project
Automated the reporting processes in the organization bringing cost transparency and accountability
BP EXPLORATION
London 2007-2009, Houston 2009-2010
Senior Financial Analyst for the Head office
2007 2010
Supported the Head office Executive Team in carrying out financial analysis, evaluating business
financial performance and communicating that financial performance internally and externally
Exceptional performance award for two years in a row
Prepared management information for external investors for 10 quarter periods
Designed and led a cash flow network with participation of more than 16 countries
Served as technical expert for profit, cash flow and mergers and acquisition financial analysis
BP EXPLORATION
Bogota, Colombia
Executive Assistant to Andean President
2007
Provided direct executive support to the BP Andean President and his leadership team
Coordinated the Presidents agenda and logistics for strategy sessions and VIP visits
Member of the Andean Leadership Team with access to key business meetings
Actively participated in the 2007 BP Andean reorganization process
Rosemery Carrillo
Page 2
BP EXPLORATION
Bogota, Colombia
Performance Management Team Leader
2005-2006
Responsible for leading the business and financial performance management processes of BP Andean
and providing quality management information to the leadership team and Head Office
Led a Performance Management campaign that improved the cost culture in the organization
Led the preparation of 6 Quarterly Performance Reviews held with the Group Vice-president
Led the 2005 Annual Plan exercise and supported 10 financial planning exercises
Joined BPs Career Advancement Program (a selection of 150 employees with high potential out of a
population of 2,000)
BP EXPLORATION
Bogota, Colombia
Organizational Capability Team Leader
2004-2005
Responsible for leading the Organizational Capability agenda for BP Andean
Designed and led the BP Andean Annual Organizational Review and BP Andean Talent
Management Plan for 2005
BP EXPLORATION
Cusiana Field, Colombia 2001-2002 and Bogota, Colombia 2002-2004
Financial Analyst
2001-2004
Responsible for the coordination and analysis of in-year planning exercises and management
information
Coordinated the submission of 14 financial planning exercises and constructed three financial
planning models
Member of the SAP implementation project; responsible for the design of the Financial Module
Joined BPs Challenger development program and gained field experience
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY
Miami, FL
Executive MBA
December 2012
Led a computer lab donation project in the community of Soacha, Colombia as member of the
Kellogg Social Outreach Program
Member of the Social Committee
LOS ANDES UNIVERSITY
Bachelor of Science in Industrial Engineering
Elected Student Representative
Bogot, Colombia
2003
Cassio Castardelli
Rua Helena 300, 04552-050. Sao Paulo, SP, Brazil
Home +55 11 2385 1493 Cell +55 11 7489 0866
ccastardelli2013@kellogg.northwestern.edu
FINANCE/BUSINESS DEVELOPMENT
Experienced Finance and Strategy professional with a proven track record in developing and implementing
business plans for new ventures. Currently Head of Finance and Administration of an Agricultural Asset
Management firm with market value of $1B, reporting to the CEO.
Actively involved in the pre-operational phase, business plan development, funding and implementation of a
successful joint venture between a NYSE listed Brazilian agricultural firm and a major North American pension
fund. Solid background in corporate finance, accounting and strategy. Other skills include human resources
strategy and compensation policies. Elected member of the Investment Committee at the companys Private
Pension Fund (assets under management > $ 300 MM).
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Miami, FL/Evanston, IL
Executive MBA, degree expected August, 2013
PROFESSIONAL EXPERIENCE
Radar Agricultural Properties S.A., So Paulo, SP, Brazil
2008 - Present
$1.5B Asset Management firm created in 2007 as a joint venture between Cosan (CZZ), a major Brazilian
sugar / ethanol company, listed in Brazilian stock exchange and NYSE, and TIAA-CREF.
Head of Finance and Administration, 2008 Present
Awarded this position after the funding of the company when the business started its operational phase. Current
responsibilities include: Investors Relations, Corporate Governance and oversight of investment decisions and
assets allocation: Valuation of investments, portfolio management and responsibility for the human resources
area.
Finance and Administration Analyst Pre Operational Phase, 2007 - 2008
Responsible for the business plan of the pre-operational phase. This business plan was the basis to raise funds
and start an operational company in august 2008: Radar Agricultural Properties.
Actively participated in the road show in Brazil and in the United States, presenting it to pension funds, hedge
funds and private equity firms. The process was successfully concluded in August 2008, raising a first
investment of $370M.
ADDITIONAL INFORMATION
Speak Portuguese (native) and English (fluent)
Other interests include open water swimming
Ileana Castrillo
1550 Michigan Ave. Apt 2, Miami Beach, FL 33139
(786) 223-0882 Ileana.Castrillo@gmail.com
SUMMARY
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
2002 - Present
Business Relationship / Program Manager, Go-To-Market Solutions Delivery (2012 Present)
Responsible for the successful completion of all Sales-driven initiatives worldwide, including Citrixs highest priority
IT projects amounting to $7.8 million in capital investment in 2012.
Led 50+ cross-functional resources from requirements through implementation of a multi-dimensional
territory management solution that extended the sales teams ability to segment and target customers. This 2year program also delivered data modeling capabilities and improved commissionable sales data quality.
Led the second project in Citrix IT to follow pure Agile methodology for a customized SalesForce
automation solution that resulted in more than 60% time savings.
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 the components, to leading the end-to-end implementation.
Presented proposal for portfolio leadership position including a resource management pilot to senior
management, which resulted in many of the recommendations being implemented across all IT portfolios.
Evaluated performance and skill levels of consulting resources and recommended business analysts for fulltime hire who were subsequently converted, accounting for a 22% increase in the size of the team.
Business Relationship / Program Manager, Back-Office Solutions Delivery (2011 2012)
Responsible for the successful completion of all Operations-driven IT initiatives, which amounted to $3.27 million in
capital investment in 2012 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
JAVIER E. CASTRO
8345 NW 66TH ST #A1262, MIAMI, FL 33166
+1-414-810-6677
JCASTRO2012@KELLOGG.NORTHWESTERN.EDU
SUMMARY
Senior leader with over 11 years of management experience in challenging sales and strategy roles and
as an Officer in the United States Army. Track record of success in increasingly demanding client-facing
positions both domestically and internationally. Focused on building and leading high performance
teams that foster initiative and creativity in order to drive results.
PROFESSIONAL EXPERIENCE
Joy Global Inc., a worldwide leader in high-productivity mining solutions.
2011 Present
Product Manager Chile (Expatriate)
Drove $90 million aftermarket sales business and led product management for large excavators
in the worlds leading copper-producing market.
Improved the satisfaction of critical multinational clients, such as BHP Billiton and FreeportMcMoRan, by focusing on and anticipating their requirements in order to deliver solutions.
Joy Global Inc. Milwaukee, Wisconsin
2009 2011
Regional Parts Marketing Manager
Established strategic direction for $150 million dollar aftermarket business across the
Southwestern United States and Latin America.
Modernized our sales tactics through value-based selling initiative and improved pricing
methodology. Selected for key promotion after 13 months.
Joy Global Inc. Milwaukee, Wisconsin
2008 2009
Project Manager Drills
Reduced excess machine fabrication, shipping, delivery, and assembly costs by 15%.
Improved the blast hole drill product line by integrating teams across numerous business
functions including Engineering, Product Management and Support, and Business Development.
Conducted voice of the customer analysis to focus our product development on meeting client
needs in order to improve our product line fit in the marketplace.
United States Army Iraq
2007 2008
Captain Squadron Operations Officer
Directed combat operations in coordination with five other 500-person units to ensure all
operations supported our national strategy. Selected to fill this Major-level position above all
peers and due to superior performance in this role was awarded the Bronze Star Medal.
Led short and long-term planning for a 500-person Reconnaissance Squadron that conducted
over 25 combined operations with the Iraqi National Police and Iraqi Army, greatly improving the
proficiency and self-sufficiency of the Iraqi forces in only three months.
United States Army Fort Carson, Colorado and Iraq
2005 2007
Captain Squadron Signal Officer
Established TCP/IP-based satellite, terrestrial, and radio network that provided voice and data
communications for 300 hosts over a 100-kilometer area of operations in Iraq, resulting in being
recommended by Squadron Commander for promotion to rank of Major at earliest opportunity.
Developed and implemented equipment refurbishment plan for over 200 pieces of communication
equipment in only a two month period upon return from Afghanistan, allowing the unit to resume
combat readiness for the next deployment three months ahead of schedule.
Selected as the class Honor Graduate for outstanding performance during Captain Career
Course (2006).
Continued on Page 2
JAVIER E. CASTRO
+1-414-810-6677 JCASTRO2012@KELLOGG.NORTHWESTERN.EDU
PAGE 2
EDUCATION
Kellogg School of Management, Northwestern University, Evanston, IL, USA
Master of Business Administration, 2012
Michigan State University, East Lansing, MI, USA
Bachelor of Arts in Telecommunication, 2000
AWARDS
Bronze Star Medal (Two), Army Commendation Medal (Two), Army Achievement Medal (Two),
Ranger Tab, Combat and Expert Infantryman Badges, Parachutist Badge, Air Assault Badge
PROFESSIONAL ORGANIZATIONS
Society for Mining, Metallurgy, and Exploration (SME) Professional Member
Veterans of Foreign Wars Lifetime Member
LANGUAGES
English (Native)
Spanish (Fluent)
SUMMARY
Experienced multilingual business management director, with over 9 years of operations management, commercial strategy,
change management and general management experience throughout Western Europe, North and South America. Managed 6
plus M&A integration projects within Latin America totaling over US $150M in revenue. Proven leadership and team building
skills that yield superior performance. Highly analytical, creative, and adaptive in response to internal and external client needs
in high change environments.
Languages
Intermediate: Italian
Basic: French
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY
Master of Business Administration General Management & Marketing
THUNDERBIRD UNIVERSITY
Executive International Management Certification
UNIVERSITY OF DAYTON
Bachelor of Science in Industrial Engineering
Chicago, IL
Expected, May 2013
Glendale, AZ
2005 2006
Dayton, OH
1999 - 2003
P R O F E S S IO N A L E X P E R I E N C E
PHILIPS ELECTRONICS, Sao Paulo, Brazil (Expatriate) Andover, MA, USA
Jan 2009 Present
Director - Corporate Integrations- USA and Latin America (3 Direct Reports)
Responsible for the overall integrations of all Philips acquisitions in Lighting, Consumer Electronics and Healthcare within Latin
America and part of the US, acting as Philips ambassador, and driving a value creation strategy. Responsible for delivering sales and
cost synergies, coaching partners and Business Integration Leaders on overall integration strategy, processes, priorities, and ways of
working.
Managed through the integration process over 12 business functions within each acquisition, Sales, Marketing, Legal, Finance
and Accounting, Communications, Human Resources, Real Estate, among others, totaling a team of over 90 plus people.
Led the integration of two healthcare informatics businesses (software), Wheb Sistemas (2010) with 260 employees, and Tecso
(2010) with 35 employees. On track to double sales within 4 years.
Led a cross-functional team in an effort to increase international sales of VMI Brazilian X-ray healthcare acquisition from US
$848K in 2008 to US $2.6M in 2009.
Spearheaded the integration of the Dixtal acquisition (2008) 6 months post close, with US $80M in Revenue and 250 employees
Patient Monitoring business. Project delivered 50% higher EBITA.
Assembled, hired and trained core local integration team to drive and support acquisitions in Latin America.
Responsible and Core Due Diligence staff member for over 4 Brazilian deals, delivering integration strategy, budget,
organizational design and team definition.
PHILIPS HEALTHCARE, Andover, MA, USA
Jan 2008 - Jan 2009
Black Belt Six Sigma Project Manager
Supported Lean Manufacturing implementation efforts within the Ultrasound-Transducer manufacturing operations. Three years
post project kickoff, delivered over 45% lead time reduction and 35% reduction in space utilization.
Worked directly with Philips Healthcare Chief Legal Officer to reduce legal contracts cycle time, and improve customer
satisfaction within the United States. Project delivered a contract time reduction of 15%.
Developed Change Management methodology for a Global roll out of a new Pricing Strategy for all Philips Healthcare.
INVIVO PHILIPS HEALTHCARE, Orlando, FL, USA
Nov 2006 Jan 2008
Philips Integration Project Manager / Production Engineering Manager (12 direct reports)
Managed the Sustaining Engineering, Manufacturing/Process Engineering, and Facilities departments (12 direct reports)
responsible for a US $3.5M budget.
Led a cross-functional operations integration team between Philips Healthcare and Invivo, a US $40M MR Patient Monitoring
Business. Established and managed project methodology, project plans and cross-team interdependencies. The project was
successfully completed and strategies were leveraged in subsequent integration projects.
A DD ITIONA L
CONTINUOUS EDUCATION
PHILIPS ELECTRONICS
Six Sigma Black Belt Training Certification
2008
UNIVERSITY OF MICHIGAN
Six Sigma Green Belt Certification
2008
DEVELOPMENT PROGRAMS
SKILLS
AND
OTHERS
Other Interests
Active Non Profit
Professional Groups
Since 2009
2008
2008
jchahin1@grs-electronics.com
PROFESSIONAL SUMMARY
Operations and Management Entrepreneur successful at building high-performance executive teams and leading wholesale distribution
organizations with sales over $10 million. Brand builder and strategic visionary skilled at establishing and maintaining operational excellence.
Develop new conceptual business models into thriving company strategies. Plan/execute multi-faceted business development projects
designed to improve market share, gross revenue and EBITDA. Firsthand, in-depth knowledge of regional Central American market.
EDUCATION
Purdue University BS in Industrial Management and Manufacturing. Minors in Economics & International Business (1998-2001)
Kellogg School of Management- EMBA- Graduation December 2013
PROFESSIONAL PROFILE
GRS Electronics, Guatemala, El Salvador, Honduras, Nicaragua (Household Appliances)
2007 to Present
Over $10 million in regional sales. Four distribution/service facilities located in 4 countries. Lead the strategic planning process, formulate the
corporate vision and strategic direction, initiate growth strategies, develop all major financial management and new product development
initiatives, direct capital creation efforts, and approve capital projects valued up to $1 million annually.
Envisioned the business opportunity, developed the business plan and started the company from scratch. Grew annual revenue from
zero to $10 mm the industrys highest growth rate over a 4-year period.
Negotiated more than $3 million in fiduciary financing and credit lines according to expansion needs.
Recruited a high goal oriented executive management team that rapidly developed an operating synergy and market penetration
generating a 15% EBITDA.
Developed a supply chain management system with all suppliers and customers in order to achieve a 9 times inventory turnover, much
higher performance than the industry leaders.
Efficiently managed the companys working capital. Developed the pull system in order to manage inventory needs with distribution
centers and customers, created positive cash flow to the company and its customers.
Worked closely with the sales team and played a pivotal role in capturing 3 new key regional customers that generated approximately
100% increase in annual revenue. Established new market metrics and grew domestic revenues by 100% every year.
Global Reach Sales Ltd., China PRC (Supply Chain Management)
Sales over $1 million a year specializing in supply chain management with 4 service facilities, with clients mainly from the Central
American region. Developed the business plan and started the company from the ground up in China. Grew annual revenue from zero
to $1 mm in services.
Manage product development, increasing portfolio every year by 100%.
Provide integral solutions by linking clients with the best supplier possible, managing the complete supply chain and guaranteeing their
lead times, quality requirements, and price targets.
Offer accurate sourcing worldwide by building highly-skilled, hands-on service-oriented teams with market know-how.
Personally manage key accounts and lead sales teams daily.
Lead negotiations with main suppliers. Develop successful joint ventures with recurring suppliers and customers.
The company has had 100% returns on its investment in the first 12 months of operations.
2006 to Present
2008-2009
Appointed General Manager for the market in Guatemala specifically to reorganize the company in a crisis period. The business
represents $2.2 million in annual revenue.
Re-engineered the supply chain process, achieving a positive cash flow and working capital.
Reconstructed the sales teams, leading to sales increments of 40%.
Reduced operating expenses by 20%.
2002-2006
Formulated all sales and marketing strategic planning initiatives for this $10 million sales personal care manufacturing company.
Established strategic partnerships/joint ventures and new product introduction/launch strategies.
Managed a 220-person national sales team and 10 marketing professionals. Reported to the CEO.
Increased revenues from $7 million to $10 million annually.
Recruited top-performing sales and marketing management team; expanded the sales organization from 16 to 36 account executives,
established aggressive metrics, and introduced a new compensation program.
Developed a high-performance team for product development. Launched 45 new products over a 4-year period with a 40% success rate
achieving profitable and national market success that generated $500k in sales.
Initiated a strategy that eliminated the use of wholesalers and brokers for nearly 25% of all products, allowing the account executives to
sell directly to retail outlets and improving EBIT by 5% annually.
Developed a new joint venture with Revlon Cosmetics Corporation to represent and distribute two of their major brands in Honduras.
2001-2002
RENATO COELHO
110 Washington Avenue, Miami Beach, FL 33139
Phone: 305-924-3539
rcoelho2012@kellogg.northwestern.edu
__________________________________________________________________________________________
SUMMARY
Senior Finance Executive with over 9 years of international management experience. Strong leadership, people
development and coaching skills. Innovative leader with excellent problem solving abilities, results oriented and
outstanding communication talent. Proven track record in successful mergers and acquisitions, downsizing,
opening of new offices, development of partnerships and set up of joint ventures. Strategic thinker with high
level analytical skills who thrives in dynamic fluid environment while remaining pragmatic and focused.
__________________________________________________________________________________________
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Executive MBA, 2012
RIO DE JANEIRO FEDERAL UNIVERSITY (UFRJ), Rio de Janeiro, Brazil
Bachelor of Business Administration (focused in Finance), 2003
__________________________________________________________________________________________
PROFESSIONAL EXPERIENCE
HAMBURG SD GROUP
(Rio de Janeiro and So Paulo, Brazil Morristown, NJ and Miami, FL USA)
2000 - Present
Hamburg Sd is a $ 6.6 billion global maritime transportation company providing premium logistics services.
The group is privately held with headquarters in Hamburg, Germany.
Finance Director, Hamburg Sd North America, Inc. Miami, FL (2008 Present)
Awarded the position to lead and develop the finance department throughout one of Hamburg Sd's five regions
worldwide. Main operations in Venezuela, Colombia, Chile, Peru, Mexico, Ecuador, Central America and the
Caribbean. Leading a management team of 20 Managers and Supervisors as well as 80 employees handling
accounting, A/R and credit, A/P, treasury, taxes, financial planning and budgeting, cost control, risk
management, productivity and benchmarking. Developed, maintained and administered cost-effective
organization with high degree of integrity. Spent a significant amount of time on process improvement tasks,
leading several IT related enhancements as well as process changes within the organization.
Major Accomplishments:
Monitor and coordinate cost savings and revenue initiative strategies throughout the region
Established joint ventures in Colombia and Panama, key role in all negotiations with local partners,
identified outsourcing opportunities resulting in cost savings of over $ 4 million
Developed the VAT recovery setup in the Mexican operation with annual savings of over $ 8 million
Restructured the business setup in Central America to a centralized structure with Costa Rica as main
office for all seven Central American countries
Appointed board member of several Hamburg Sd subsidiaries throughout Latin America
Extensive international and cross cultural integration experience with Latin cultures
Native Portuguese speaker, fluent English and Spanish
Dual Citizenship: Brazilian and Portuguese
U.S. green card holder
Interests: Reading, Traveling, History, Family and Sports
Craig Cook
1729 Cedarwood Loop, San Ramon, CA 94582
408-398-1723 cgcook@gmail.com
Corporate Development / Strategy
Strategy Executive with Execution Expertise. Accomplished business development and global strategic
alliances executive with a strong track record of delivering innovative solutions which drive bottom line
revenue. Natural leader with the ability to fully develop cross functional and multi-cultural relationships and an
extraordinary talent to transition strategy into action and achievement.
EXPERIENCE
SAP, Palo Alto, Ca
2001 Present
Senior Director, Business Development and Global Strategic Alliances (2011 Present)
Manage all technology partnerships including HP, IBM, Dell, Fujitsu, Hitachi, NEC, Intel, Suse Linux,
VMWare, NetApp, and EMC for the SAP HANA product line. Indirectly manage 15+ global partner managers.
Develop SAP technology partner strategy and building new go to market initiatives. Interface regularly with
SAP Board of Directors, CEO, and Division Presidents to pitch new co-innovation initiatives, new business
models, short and long term partner strategy, and perform quarterly business reviews.
On track to deliver 100M+ in partner led revenue in 2012 (H1 @ 144% of plan) and 200M+ in pipeline.
Drove 18M in partner led direct revenue and 29M+ in pipeline within 6 months of product launch.
Launched new business models including OEM and VAR (Channel resell) programs.
Generated over $11M in direct partner investments for marketing programs, sales incentives, hardware
loaner systems, customer POCs, etc.
Selected as High Potential employee (less than 1% of employees are nominated for this program) multiple
times.
Created new joint cloud business model with $800M+ pipeline including a subscription based license
Drove massive changes to SAP sales compensation structure.
Negotiated partnership worth $75+ Million over 3 years with HP, including minimum revenue commitments
and software co-development commitments for the first time in the twenty plus year history of SAP and HP.
Executed a new partnership with Google and negotiated several new initiatives which drove $30M+ in SAP
revenue over 3 years.
Developed revenue sharing program with Suse Linux for SAP Appliances.
Obtained over $5M in funding from the HP, IBM, etc for a new product introduction and rollout.
Directly negotiated contracts with HP, IBM, Dell, Fujitsu, Microsoft, and VMWare.
Created go to market initiatives, including a road show, to introduce and train our largest Strategic
Integration Partners resulting in incremental adoption rates 20% higher.
Influenced over 200M in SAP Software revenue over 18 months.
Developed a new appliance delivery model for SAP, which resulted in the most successful SAP appliance to
date with over 500 customers in 35 countries in less than 12 months.
Formulated a detailed business strategy for appliances at SAP.
Represented SAP at major industry conferences to increase customer awareness and adoption of new
products.
De-escalated critical customer issues by facilitating communication between development and the customer.
Managed worldwide projects with people in 5 different countries and remained within budget.
Managed over 40 people in the United States, Germany, Israel, and India.
Improved employee satisfaction ratings by 23% over 2 years as measured by ISR surveys.
Designed, implemented and managed the global rollout of SAPs internal enterprise portal to 36000+ users
as well as their external portal (sdn.sap.com) for 100,000+ users.
Handled and resolved several production issues and reduced their turnaround time by half.
Planned and executed the migration from NT4 based systems to Windows 2000 Active directory under
budget and ahead of schedule.
Managed the global Microsoft Exchange landscape.
Planned, managed and executed a network integration project to SAPs infrastructure.
Implemented a disaster recovery plan which reduced costs by over 50%.
2000
Developed and implemented a complete redesign of the network infrastructure. Managed a diverse 24x7 enduser support team that resulted in 15% decrease in end user complaints.
SIEMENS, Hayward, CA
1996 - 2000
Consultant / Project Manager
Managed large scale implementations of Siemens proprietary software application. Developed custom onsite
applications.
CONTROL TECHNOLOGY SPECIALISTS, Sacramento, CA
Draftsman (AutoCAD) / Shop Manager
Managed a team of 15-20 employees. Negotiated directly with customers and suppliers
1993 - 1996
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
MBA, 2012
UNIVERSITY OF SAN FRANCISCO, San Francisco, CA
BS, Organizational Behavior and Leadership with honors
Executive Career Acceleration Program with Kellogg School of Management and Korn/Ferry International
Joshua J. Coster
2350 North 90th Street, Wauwatosa, WI 53226-1829
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 and Six Sigma Black Belt
(December 2012). Executive MBA from Kellogg School of Management (December 2013).
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
Logistics Manager, Surface Mining Group
2011 - Present
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
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
Caterpillar Inc., Aurora, IL
2006 - 2010
Operations Manager, Caterpillar Logistics Services Inc.
2009 - 2010
Managed both the inbound and outbound operations for third party logistics contract (Bombardier, Inc.).
Responsible for a management team of 9 salaried employees, in addition to 135 indirect team members.
Managed $660M aerospace inventory account; 250,000 square foot facility for external client
Six Sigma Process Owner responsible for leading continuous improvement programs that met division and
corporate goals; led projects focused on storage optimization and facility layout
Member of diversity counsel; accountable for employee development, leadership, and engagement
Patricia A. Cowles
2875 Shannon Ct Northbrook, Illinois 60062 patti.cowles@gmail.com cell (773)490-8504 fax (847)400-5807
Self-motivated, creative marketing professional with unique combination of marketing and operations experience
Outstanding leadership and analytical skills; proven track record of strong fiscal responsibility
PROFESSIONAL EXPERIENCE
The McGraw-Hill School Education Group, Chicago IL
March 2008-Present
Patricia A Cowles
page 2
Inventory Manager
August 1996-May 1997
Managed the purchase plan for over 10K component titles within 20 product groups annually.
Managed annual purchasing budget of $15 million; forecasted product needs on a quarterly schedule; analyzed sales
information for usage determination.
Managed internal and external assembly plans for over 5K packages in 20 product groups for sales and sampling.
Communicated inventory availability to sales, marketing, manufacturing, production, distribution, and transportation.
Maintained inventory levels to accommodate adoption cycles for front list product groups.
Supervised one inventory analyst.
Product Manager Promotion & Packaging
January 1995-August 1996
Managed production of all promotional material (1M+ pieces annually) and catalog (300 pages; 250M circulation).
Determined development, production and manufacturing schedules for packaging, package components, exhibits, sales and
marketing meetings, and regional sales campaigns.
Evaluated and monitored all packaging and production budgets and paper, printing, and binding expenditures for promotion
and packaging, ranging from $75K to $200K per project, including component costs and specifications.
Managed prototype development for all packaging, with input from research, manufacturing, sales, inventory, distribution,
editorial, production and design.
Supervised a staff of two project coordinators.
Production Manager
SKILLS
SAP, MS Word, MS Excel, MS Publisher, MS Works, Lotus, PowerPoint, MS Outlook.
Purchasing and Inventory systems. PC and Macintosh experience.
PROFESSIONAL AFFILIATIONS
Member The Chicago Book Clinic 1997-Present
Member - The Bookbinders Guild of New York 1989-1998
Officer - The Bookbinders Guild of New York 1994-1996
Judge: Electronic Media Packaging The New York Book Show 1996
Chairman The New York Book Show 1994
Events & Display Committee Co-Chairman The New York Book Show 1992-1993
EDUCATION
Kellogg School of Management, Northwestern University, Evanston IL
MBA Candidate 2013
Cornell University, Ithaca, New York, BS awarded 1989
Major: Communication Arts Minor: Business Management
Varsity Basketball (Division I): four years
REFERENCES
Available Upon Request
OLIVIER COZ
2 rue des Lilas, Saint Nom La Breteche, France F-78860
Home: +33 130 563 024
Cell: +33 625 290 721
oliviercoz@yahoo.co.uk
SUMMARY
General Manager with 20 years of experience in the automotive, power transmission, and steel industries.
Managed a 350M P&L, and led 1000+ team members. Proven track record of implementing strategic
initiatives, and leading businesses across diverse cultures and locations in Europe, U.S. and Russia. A results
oriented, global thinking leader, who fosters teamwork and thrives in dynamic environment. Completing an
MBA at the Kellogg School of Management.
PROFESSIONAL EXPERIENCE
2006Present
11B global company headquartered in Paris, France, that designs, manufactures, and sells components and
integrated systems for the automotive industry.
19952002
19911995
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston/Miami, U.S.
Master of Business Administration, expected graduation in June 2013
ECOLE CENTRALE PARIS Chatenay-Malabry, France
Master of Science in Manufacturing Engineering (1990)
UNIVERSITE PARIS 6 Paris, France
Bachelor of Science in Physics (1988)
ADDITIONAL INFORMATION
November 2012
Evanston, IL
2012
University Park, PA
2000
Awards: Nominated to Microsofts Emerging Leaders Development Program; Microsoft Marketing Excellence Award for
Customer Centricity 2010; Windows Server 2008 Ship Award; Nominated to Microsofts Management Excellence Conference;
Microsoft Learning Operational Excellence Award; Microsoft Learning Outstanding Achievement Award; Microsoft Gold Star
Bonus Award (Repeat Recipient); CAP Senior Emergency Services Qualification Badge; CAP Logistics Qualification Badge
Certifications: Kellogg Marketing @ Microsoft Program Certificate; Microsoft Office Master Certification (Access, Excel,
Word, PowerPoint, Outlook); Microsoft Certified Technical Specialist; Microsoft Sales Certification; FAA Private Airplane Pilot
Philanthropy: Kellogg Venture Community; Outdoors For All volunteer to enrich the quality of lives for children and adults with
disabilities; Volunteers in Bellevue Education System (VIBES) mentor to K-12 children in support of high academic achievement
Interests: Aerodynamics and aviation; avid outdoorsman; business incubation, consulting, private equity and venture capital.
PIERRE-RICHARD DUBUISSON
4903 SW 168th Ave, Miramar, FL 33027
Mobile: (954) 547.9856
pdubuisson2013@kellogg.northwestern.edu
Organizational Development
Large Scale Change
Management Strategic
Planning
Professional Experience
ARISE VIRTUAL SOLUTIONS INC, Miramar, FL
SENIOR MANAGER ANALYTICS, STRATEGY & OPERATIONS
January 2010 Present
Leading international business process outsourcing company, supporting over 42 Clients in sales, customer
service, and technical support services, 25% of which are on the Fortune 20. Currently responsible for:
Human capital supply chain (3 departments / 16 reports) sourcing, strategy & operations, & data
analytics. Direct budget management of over $1.5mm yearly. Accomplished the below while reducing
head count year-over-year since 2010.
Conduct continuous market intelligence and research to identify opportunities/strategies in the
social media, Web 2.0 space for sourcing and recruiting that led to 100 percent increase in
traffic to the organization application page.
Redesign organizations proprietary Applicant Tracking System (ATS) to drive innovation and
automation throughout the agent supply chain that has led to 30% decrease in departments
operating costs while increasing throughput rate by 35%.
Analyze performance data, competencies, and behavioral profiles to optimize selection of new
agents that has led to an increased speed to proficiency by 18% and increased retention by
12%.
Design an automated screening process which includes behavior based assessments, automated
telephone voice testing, typing tests, and skills testing that decreased workload by 37%.
Innovate and lead three (3) projects to drive simplification within operations (ease of doing
business internally and externally: New Portals, Assessments, Email Systems, Toolsets and
Processes).
Generate $4.58 MM, 13% over plan, for class fees through managing class pricing (supply and
demand) and managing staffing levels.
Enhance admissions process and a history of always achieving large scale fourth-quarter hiring
goals.
o Yearly agent quota met by 106.2% (over indexed to meet excess demand). ~ 100K
people enrolled in the Arise network 2011. On track to exceed 100k in 2012 by
28%.
Improve net promoter satisfaction score of business partners from 13% to 32%.
Provide insight into current company processes using Six Sigma principles to drive continuous
improvement in processes and results.
ARISE VIRTUAL SOLUTIONS
STRATEGIC PLANNING ANALYST
July 2007 January 2010
Participated as a key member of the agent recruiting process (main driver of Arise business
model). Process improvements in 2007 led to a 100 percent increase in the number of Arise
agents and revenue increased by $25M. This initiative alone changed Arises business
model.
Managed vendor relationships across five departments. Responsibilities included business case
development and contract negotiations. These efforts led to cost savings of over 30% and
revenue generation of approximately 5% in 2009.
MACYS INC, Miami, FL
OPERATIONS & LOGISTICS SUPERVISOR
June 2003 June 2007
Oversaw planning, logistics and fulfillment/inventory management of Macys retail department in partnership
with the Area Inventory Control Manager. Maximized the strengths of the work teams through training,
leadership, and problem analysis of operational issues (such as sudden productivity dips) and recommended
solutions in a creative and logical manner.
Participated in inventory management projects that yielded 60% reduction shrink.
Managed a group of 12 direct reports. Responsibilities included performance management,
hiring and continuous coaching on Macys customer centric approach.
Led warehouse redesign for easy identification of products and stock levels.
Education & Training
KELLOGG SCHOOL OF MANAGEMENT,
NORTHWESTERN UNIVERSITY
Executive Master of Business Administration
C. JOHN DUONG
3604 Coopers Ct.
Apt. 7
Kalamazoo, MI 49004
Email: cjduong@gmail.com
PROFILE
Results-oriented, high-energy, hands-on leader with 17+ years of diverse experience across principal investing,
M&A, corporate finance, equity research, credit and grant making. 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
Financial Modeling
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 $7M+ budget as Trustee & Treasurer for Lighthouse Charter School serving 450 kids
Executed departments deployment of $750K annual grants budget and monitoring of grantees
Principal Investing Driving double bottom line investing across different asset classes
Co-managed $100M+ 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
Established industry standards for the impact investing sector by championing tools and key practices
Managed outside consultants and co-investment partners on diligence processes
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 and factors driving risk
Transaction samples: Hercules ($1.25B) and Newport News ($475M) acquisition funding; Riverwood
($2.55B), TrizecHahn ($500M), Orbital Sciences ($200M) bank facility syndication
Mergers & Acquisitions/Strategic Advisory Providing trusted advice to clients
Provided unbiased advice to management on mergers, acquisitions and divestitures strategy 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; $45M MSL acquisition of MCMS; $120M Alliant
Energy Power Plant acquisition; $110M Tri-State Outdoor LBO; $18M KTUD-LP TV station
Equity Research & Analysis Performing analyses to determine investment opportunities
Conducted fundamental research and authored reports for senior analyst to support investment thesis
Fielded calls from investors and sales team to explain rationale behind valuation differences
Quickly developed expertise in the casual dining and QSR sector to drive investment opinions
W.K. Kellogg Foundation (2011 Present) Program & Portfolio Officer, MDI
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
New York, NY
EDUCATION
Evanston, IL
Kellogg School of Management, Northwestern University (2013)
MBA degree expected 2013. Executive MBA Program with concentration in Leadership and Marketing
Yale University (1997)
B.A. in Economics and East Asian Studies.
Spent semester abroad at The Chinese University of Hong Kong as NSEP/Boren Fellow
New Haven, CT
La Crosse, WI
PERSONAL/MISCELLANEOUS
Non-voting Board Member of organic baby foods company Nurture Inc. (d/b/a HappyFamily)
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
PETE EICHHORST
2437 Sandstone Drive, Woodbury, Minnesota 55129
(612) 381-7254 pete.eichhorst@gmail.com
SUMMARY
Senior Information Technology Program Manager with fifteen-year track record of leadership in military
and corporate settings. Specialties include global operations, cloud computing, innovation, vendor management,
financial and big-data analysis, risk mitigation and collaboration with senior-level IT and business executives.
Experience leading large-scale IT programs and cross-functional teams on fast-paced multinational initiatives.
Demonstrated ability to combine expertise in strategy, software engineering, and program management to drive
projects that produce solutions to complex problems and increase revenue while controlling costs.
EXPERIENCE
BOSTON SCIENTIFIC, St. Paul, MN
2007 - Present
Pete Eichhorst
Page 2
TERRI L. EVANS
Work Experience:
BMW NA, Schaumburg, IL
November, 2012 - Present
Area Manager, Central Region
Responsibilities include managing all dealer operations, including Marketing, Sales, and Aftersales
Lead strategy and development of marketing agencies: BSSP, Sanders/Wingo and Ansira.
Lead Sales, Marketing and Operations to achieve targets and KPI performance for dealer group.
Develop marketing strategy for regional Multi-Cultural initiatives and targets.
Support national marketing initiatives and vehicle launches at the retail dealership level.
BMW NA, Woodcliff Lake, NJ
September, 2010 November, 2012
National Retail Communications Manager
Responsibilities include managing all agency partners to support the MINI Brand for 110 dealers and 40
Market Co-Ops located nationally for MINI USA
Responsible for managing the following agencies: Butler Shine Stern & Partners (BSSP),
Sanders/Wingo, Matlock Agency, Brand Muscle and Ansira.
Responsible for managing the Multicultural Market: AA Segment including Media and Events.
Responsible for managing 40 Market Co-Ops across the country.
Support National Marketing Initiatives and vehicle launches.
Developed first Sales Event for MINI USA: Rocks the Rivals Competitive Test Drive; Managed
two marketing agencies J&L Marketing and Automatik Dealer Education Agency.
BMW NA, Schaumburg, IL
January, 2007 September, 2010
Regional Distribution Manager
Responsibilities included managing distribution of Regional Vehicles to CR Centers
Managed Company Car Fleet: Regional/Field/Pool/Marketing Fleet.
Supported Octagon Events Team with Regional Events concerning Vehicle Logistics for both
Field Training and Marketing Events.
Managed relationships with the internal/external vendors to accomplish monthly objectives.
Managed the Wholesale Process through Regional Sales and the BMW FS Remarketing Process.
BMW NA, Minneapolis, MN
February, 2006 January, 2007
Marketing Sales & Operations Manager
Responsible for providing day-to-day sales and marketing consultation to 13 BMW centers within IL, WI,
SD, IA and MN.
Developed and implemented sales, marketing, and operational improvement plans to enable
retailers to meet National and Regional sales goals.
Supported the retailers on Performance Management and monitor Key Performance Indicators.
Conduct training on the KPI Modules in Market on a continual basis. Supported the Client
Advisors on CSI and Product Knowledge Training.
Developed advertising priorities and initiatives with the center, Region and Market Co-Op.
Worked closely with dealerships Tier III marketing agencies as well as the BMW Groups
marketing agency, GSD&M to support our Brand and Tier III initiatives.
Developed Multicultural Strategy for Tier III Retailers with Matlock Marketing Agency.
Supported the National and Regional Offices on Event Initiatives to achieve 100% participation
throughout the market (Susan G. Komen, Golf Cup). In addition to the BMW NA events,
participate in the implementation and development of local events, Center Salon Shows, Auto
Shows and promotional opportunities within the Market.
Education:
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Executive MBA, December 2012
SPELMAN COLLEGE, Atlanta, Georgia
B.A. in Economics, May 1998
Computer Skills:
Windows, Excel, Microsoft Word, PowerPoint, Centernet, Infonet, Cognos, Hyperion
Board Affiliations:
AAD Advisory Board Member, Little Black Pearl Art & Design Center Board Member
Entrepreneurial Experience:
HBCU Alumni Network, Founder (1998 2005); Ivercity.com, Business Development Officer (2002),
The AllStar Charity Golf Classic, Founder (Trump Golf Course 2011); My Little Sister Inc., Founder
(2010 Present)
Laxmichand Fatnani
1030 Highlands Plaza Dr., St. Louis, MO zip code
Contact: 814 441 9257 lnf2013@kellogg.northwestern.edu
TECHNOLOGY/STRATEGY/MANAGEMENT
Accomplished in leading technology practice, developing strategies, emerging technologies, building operations,
technology delivery and competency centers .Over 14 years of progressive experience in program and client
management, leading global teams, and executing projects. Expertise in Enterprise Resource Planning (ERP) SAP
and Open Source technologies. Experienced in working with two successful startups and developing global
operations in leadership roles. Highly motivated, entrepreneurial with excellent analytical and problem solving
skills. International business experience (US, UK, India and Mideast).
WORK EXPERIENCE
Forest Pharmaceuticals, St Louis, MO
2011 Present
Program Lead/SME
Architect and Program lead for Migration of Forests IT Landscape to a Cloud Platform.
Responsible for project delivery and executions.
Provide thought leadership, vendor evaluation; work with stake holders/executives for strategies, project scope
and roadmaps.
Project includes multiple SAP Landscape - ECC, BW, SCM, SRM, Portal, MDM,SAS, Clinical Applications.
Cignex Datamatics, Lafayette, CO
2009 2011
Vice President
Chief Architect and Head of global business unit of SAP Practice with P&L of over 7 million dollars.
Manage delivery of services to clients with a global delivery model in form of consulting, project executions,
client management, partnership management with SAP, technology strategies and expansion of company
operations.
Program Management Responsibilities include Project deliveries, budget, timelines, prioritization, resource
management and coaching, technology strategies and expansion of company operations
Provide thought leadership in developing competencies in technology areas, manage consulting operations, client
management, partnership management with SAP and Redhat, grow SAP footprint for the company and Client.
Client Management - Work with Client business/stake holders, executives for their strategies, project scope and
roadmaps.
Built and manage competence centers for research and training, internal technical strengthening, implementation
of best practices for service deliveries, change management, development projects, training and recruitment.
Collaborate with marketing and sales teams for presales, RFP response, client presentations, business
development and project bidding
Initiate and Lead Emerging Technology Areas ----- Develop Mobility and Adobe Initiatives.
Drive mobile technology advisory and implementation solutions across all business areas, capitalizing
upon potential opportunities for innovation.
Develop Adobe Practice for providing enterprise solutions using Adobe Lifecycle Designer and Flex
and integrating with backend ERPs and Workflow.
World Networking Services Inc, Fort Lee, NJ
2003 2009
Principal/Architect
Principal of consulting services and operations.
Project executions, Client Management and Architect
Led consulting projects in SAP Infrastructure planning and executions for following clients(roles)
Foundation Coal ( Project Manager)
Harrington Bottling (Lead)
1999 2000
EDUCATION
Kellogg School of Management, Northwestern University, Evanston,IL
Master of Business Management Strategy, Finance and Marketing.
June 2013(expected)
1998
University of Mumbai,India
Bachelor of Mechanical Engineering.
1997
ADDITIONAL
Permanent Resident (Green Card) in US.
Open to Strategy Consulting, Operations for VC/Private Equity, leadership role in startups and
development of Global Operations.
EXPERIENCE
CN, NORTH AMERICAS RAILROAD
1999 - Present
Vice President System Engineering, Homewood, IL (2005 Present)
Responsible for CNs 20,000-mile railroad infrastructure and 6,000 engineering employees. Lead the
System Engineering Department, including the groups responsible for maintenance and construction of
Track, Signals and Structures, as well as Project Management, Design and Standards. Allocate and manage
over $1 billion in Capital and $700 million in Operating expenses, annually. Instill the fundamentals of
CNs 5 guiding principals of Service, Cost Control, Asset Utilization, Safety & People.
Instrumental in various railroad acquisitions.
Oversaw major capacity expansion projects.
Negotiated collective bargaining agreements.
Chief Engineer Southern Region, Homewood, IL (2003 2005)
Led day-to-day railroad maintenance and construction activities for CNs network in the U.S. Prioritized
and planned all major capital improvement projects in the U.S.
General Manager - Michigan Division, Troy, MI (2000 2003)
Responsible for Railroad Operations in Michigan including all Train Operations, Dispatching, Mechanical
& Track Maintenance. In charge of Service to all customers in Michigan including General Motors &
Ford. Negotiated collective bargaining agreements with the UTU & Brotherhood of Locomotive
Engineers.
Division Engineer - Gulf Division, Jackson, MS (1999 2000)
Led day-to-day railroad maintenance and construction activities for CNs railroad south of Centralia, IL.
Planned and prioritized all Capital Work Programs and directed them through to completion. Assisted in
integration of the Illinois Central into the CN.
ADDITIONAL INFORMATION
Board of Governors, American Railway Engineering and Maintenance of Way Association, Governor,
2012 Present
Member, American Railway Engineering and Maintenance-of-Way Association (1992)
Member, Railway Tie Association (2003)
Member, North American Chief Engineers Association (2005)
Registered Professional Engineer, Mississippi (1999)
Continuing Education
o Executive Finance Course, McGill University, Montreal, QC, Canada (2003)
o Design of Railway Track Systems, University of Wisconsin (2004)
o Dr. Hay Course in Railway Engineering, University of Illinois, Champaign, IL (1993)
Publications
o Guideline to Best Practices for Heavy Haul Railway Operations, Chapter 4.2 Overview of
Track Inspection in a Heavy Haul Environment, International Heavy Haul Assoc., 2009
o AREA Technical Bulletin, Volume 97, Bulletin 757, BNSFs Hobson Yard Construction
Project, October 1996
Other Interests
o Running - Chicago Marathon (2010 & 2009), Miami Half Marathon (2009)
o Musician Piano, Guitar, Vocals
P. MARCO FISICHELLA, MD
130 South Canal Street, Chicago, IL 60606
Phone: 773-7932958, Email: Marco6370@yahoo.com
SUMMARY
Physician and Executive Director with over 12 years experience in patient care, clinical research, and higher
education. Strong leadership and project management skills coupled with demonstrated ability to achieve profitable
growth. Have directed:
A $4.5M Simulation Center at Loyola University Stritch School of Medicine.
The Surgical Subspecialty Clinics at Hines Jr. VA Medical Center with a combined annual volume of
85,000 clinic visits.
The Swallowing Center at Loyola University Medical Center.
Principal strengths include strategic planning, new business development, cost management, and effective
allocation of human resources. Results-oriented team player with strong problem solving skills. Outstanding
communication skills, high levels of resourcefulness and creativity, and a powerful and inspiring level of initiative
and energy.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Master of Business and Administration, degree anticipated December 2013
UNIVERSITY OF CALIFORNIA SAN FRANCISCO, San Francisco, CA
Fellowship in Minimally Invasive and Bariatric Surgery, 2008
UNIVERSITY OF ILLINOIS AT CHICAGO, Chicago, IL
Residency in General Surgery, 2007
UNIVERSITY OF CATANIA, Catania, Italy
Residency in General Surgery, 2000
Doctor of Medicine Cum Laude, 1994
EXPERIENCE
LOYOLA UNIVERSITY MEDICAL CENTER, Maywood, IL
2008-Present
Surgical Director, Advanced Procedure Education Center (APEC), Stritch School of Medicine (2011-Present)
Designed a $4.5M, 5184 sq. ft., state-of-the-art Simulation Center to enhance the procedural skills of healthcare
providers, including 9,000 physicians in the Loyola University and Trinity Healthcare Network.
Directed$1.2M budget planning, financial analysis and marketing strategy; supervised a staff of four.
Crafted the current P&L financial model for the entire Center for Simulation Education that includes APEC and
6 more simulation Institutes.
Worked with leadership of the Medical School to identify and resolve financial and operational issues.
Identified the needs and devised strategies to allocate human resources more effectively.
Negotiated with several departments across the Medical Center to promote faculty involvement
Responsible for medical education and research efforts in APEC. Reenergized the approach to simulation in
medical education to fulfill the strategic direction of the Health Sciences Division. This has included
developing and expanding curriculums across all disciplines and strengthening residency programs and medical
education in the Stritch School of Medicine
Medical Director, Swallowing Center (2008-Present)
Identified the need, devised a 3-year strategic plan, and negotiated the resources to establish a Center of
Excellence in the treatment of esophageal diseases, the Swallowing Center; trained dedicated nursing staff and
technicians, supervising a staff of four.
Oversaw and drove growth in patient volume from zero to approximately 250 evaluations/year, thereby
increasing hospital outpatient center revenues by $400K/year.
Worked with the marketing department to devise an appropriate marketing strategy and with the hospital
administration to identify and resolve financial and operational issues.
p: 602-421-5272
e: Kenneth_Forsythe@me.com
Kenneth Forsythe
SUMMARY
Business Development Executive with progressive experience in the following areas; sales leadership, leading crossfunctional teams, consultative selling to C-suite, key account management and retention, public speaking and financial
and retirement planning. Adept at managing sales and business operations with proficiency in strategic profit & loss
management, customer relations, and formulating strategies which increase productivity, service levels, and efficiency.
Keen organizational, interpersonal, problem solving, and communication skills.
ACCOMPLISHMENTS
Led cross-functional client service/sales team to secure 78% of potential institutional assets resulting from client's
corporate acquisition.
Led cross-functional client service/sales team to achieve remarkable Net Promoter Score (NPS) of 90% among
institutional investment clients representing more than $1.5B assets under management.
Developed and directed innovative mentorship program to facilitate succession planning and talent
development.
Reduced operational costs by 32% and established precise initiatives to reduce capital losses.
Increased gross sales 20% year-over-year by devising and implementing comprehensive sales training programs.
Reversed annual operational net loss to net profit by 140% within nine months.
EDUCATION
Kellogg School of Management, Northwestern University, Evanston, IL
Masters in Business Administration - General Management
International Management studies; WHU; Koblenz, Germany; HKUST, Hong Kong, PRC.
Saint Leo University, Saint Leo, FL
Bachelor of Arts, Business Administration - Management
Completed in two stages, 1992-1994 and 2008-2010. Graduated Magna Cum Laude.
December 2012
June 2010
EXPERIENCE
Vanguard - Scottsdale, AZ; Malvern, PA
Institutional Investment Relationship Manager - Scottsdale, AZ
2007 - present
Promoted and relocated to lead a client team and strategically manage and expand a book of business comprised
of clients with institutional retirement assets totaling more than $1.5B.
Spearhead the delivery of prospective client sales presentations.
Responsible for retaining and growing $5M in annualized revenue.
Develop, document and execute strategic business plans that expand product offerings, strengthen
profitability and increase client satisfaction.
Identify and position products and services that address clients needs, expand the relationship and increase
revenue.
Establish and strengthen relationships with senior and C-level executives to retain and expand business.
Lead client service teams in preparation and execution of C-level client investment committee meetings,
including overall portfolio analysis, expense review, investment style drift, manager tenure, relative
performance and general market and economic overview with a focus on fiduciary regulatory compliance.
Assist client service team members in career development, performance feedback, and ongoing training
opportunities offered internally and externally.
Engage and positively influence the consulting community in an effort to defend margins, retain clients and
expand the client base.
Forsythe!
Page 2
Direct client service teams through varied economic cycles including rapid growth, downsizing, M&A and
client bankruptcy.
Manage internal relationships across all levels of the organization, including senior executive leadership, to
secure resources, report on business expansion progress and increase awareness of pending opportunities
and alert of potential risks.
Proficient in Portuguese.
Qualified 401k Administrator (QKA), American Society of Pension Professionals and Actuaries (ASPPA).
Chartered Retirement Planning Counselor (CRPC), College of Financial Planning.
FINRA Series 6 and 63 licensure.
Served in the United States Navy Reserves 1991-2001, Honorably discharged, E-5.
Service missionary in Fortaleza, Brazil, for The Church of Jesus Christ of Latter-Day Saints 1995-1997.
Hobbies include running, woodworking, travel and digital photography.
Have captained 11 running relay race teams (12 runners/team) in various locations across the U.S.
Willing to relocate domestically or internationally.
Troy R. Foster
1006 Judson Drive
Mountain View, CA 94040
650-427-9006 Phone
tfoster2012@kellogg.northwestern.edu
www.linkedin.com/in/troyfoster
PROFILE
An innovative and results-driven senior level executive with over 18 years of experience in the start-up
and high growth phases of high-tech businesses and within new product development in the enterprise
software space, focused on Internet, cloud, mobile, and process management technologies. Proven track
record of building organizations, evangelizing and selling technology products and services, business
development, leading teams and engagements, ensuring client satisfaction, and becoming a trusted
advisor. Frequent interaction with board-level management to drive company and product strategy.
EXPERIENCE
Bosch Software Innovations, Palo Alto, CA
2008Present
Senior Vice President, Technology and CTO
Held ultimate responsibility for all technical activities of the company within the Americas, along with
other global responsibilities, encompassing the following areas: product evangelism, scouting for
potential business opportunities, professional services, technical pre-sales, product development, product
management, product marketing management, technology alliances, product training, customer support.
Led global initiatives in: software infrastructures for the Bosch Internet of Things strategy; cloud
computing; business rules management (BRM) and business process management (BPM) platforms;
M2M; clean tech (smart grid, electric vehicle infrastructure); cross-division product integrations.
Worked with the Bosch board in order to present business plans, strategies, and a vision for Bosch
Software Innovations products. Worked effectively within the German management structure to take
a German-led software company and build the sales and consulting organization for the Americas.
Had additional responsibility for leading the expansion of all business operations to Latin America.
IBM, San Jose, CA
20062008
Product Manager, Information Management Division
Drove IBMs product offering and defined software requirements for the IBM FileNet BPM, Business
Process Framework, and eForms products.
Gathered, analyzed, and prioritized product requirements from clients, partners, prospects, and IBM
sales and consulting organizations.
Worked with and supported the internal engineering team, sales engineering, and consulting
organizations to drive two major product releases in 2007.
Analyzed market trends relating to product domain in order to determine market positioning and longterm product requirements.
Collaborated with Product Offering Managers to drive positioning and marketing programs for the
IBM FileNet P8 BPM, Business Process Framework and IBM FileNet P8 eForms products.
Created and presented whitepapers and technical product presentations at major IBM conferences.
Worked extensively with the sales organization to position and sell product into new and existing
accounts via participation in sales calls, webcasts, conference calls, product demonstrations, and
RFP/RFI responses.
VMware, Palo Alto, CA
20052006
Product Manager
Worked with OEM partners on synchronizing roadmaps, features for VMwares enterprise-class products,
including Virtual Infrastructure 3, ESX, VirtualCenter, etc. Developed strategy for support of future
OEM hardware in VMwares products. Achieved VMware Presidents Club in 2005.
19961998
EDUCATION
Kellogg School of Management, Northwestern University, Miami, FL/Evanston, IL
MBA Strategy, Finance and Marketing, 2012
DePaul University, Chicago, IL
M.S. Computer Science, summa cum laude 1998 GPA: 3.96/4.0
North Central College, Naperville, IL
B.A. Accounting and Spanish, magna cum laude 1994 GPA in major: 3.8/4.0
ADDITIONAL DATA
Fluent in English and Spanish. U.S. DoD security clearances, CA Real Estate Broker License, Silicon
Valley Association of Startup Entrepreneurs, Universidad Cooperativa de ColombiaAdjunct Advisor.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Master of Business Administration, 2012
Focus on Finance, Leadership, and Organizational Change
HARVARD MEDICAL SCHOOL, Boston, MA
Doctor of Medicine, Cum Laude, 1989
MASSACHUSETTS INSTITUTE OF TECHNOLOGY, Cambridge, MA
Doctor of Philosophy, Neuroendocrine Regulation, 1987
BROWN UNIVERSITY, Providence, RI
Bachelor of Arts in Biology, Magna Cum Laude, 1980
PROFESSIONAL EXPERIENCE
UNIVERSITY OF TEXAS MEDICAL
BRANCH HEALTH SYSTEM, Galveston, TX
2005 - Present
$1.2 B Medical Center with 4 graduate schools, 5 hospitals and 1 national laboratory.
Chairman, Department of Ophthalmology and Visual Sciences
Recruited to lead a financial turnaround and culture change effort. Lead a management team of 10 clinical
faculty physicians and 4 research faculty, 13 resident and fellow trainees, and 34 staff at 7 clinic sites and 3
surgical facilities. Develop and maintain growth in patient volume, revenue, quality of care, trainee education
and competency, and scholarly research productivity. Manage a functional budget of $ 12M. Responsibilities
include serving as a member of management executive committees, leading searches for the senior management
team, providing medical and surgical care as a retinal specialist, and mentoring 14 direct reports. Appointed by
U.S. Secretary of HHS to National Eye Advisory Council.
Major Accomplishments:
Increased clinical faculty, practice sites, patient visits, resulting in 65% net revenue increase
Personally led culture change initiative which increased patient satisfaction rank from 15th to 95th
percentile
Developed strategic planning process to create a research center of excellence, leading to 3 new NIH
research grants and elevation in department rank to top 50 programs
Personally developed and led department Leadership Institute to improve leadership skills in 7 high
potential reports
ADDITIONAL INFORMATION
American Federation for Aging, Paul Beeson Physician Faculty Scholar Award
Ronald G. Michels Fellowship Award
Fellow, American College of Surgeons
Research to Prevent Blindness, Sybil B. Harrington Award
Holder, Robertson-Poth Distinguished Chair
Associate Examiner, American Board of Ophthalmology
35 peer-reviewed publications, 6 book chapters
Trained 52 residents and 8 retina fellows
Founder, Transocular, Inc., a start-up company with a patented drug delivery system for the eye
VICTOR GONZALEZ
Galeana 909, Coatzacoalcos, Mexico 96400
Home: +529212129013
Cell: +5219211399230
vgonzalez2013@kellogg.northwestern.edu
STRATEGY/MANAGEMENT/OPERATIONS
Senior Manager with expertise in Retail and Distribution. Experience with P&L responsibility and Director
accountability. Innovative, result-oriented leader with a focus on building effective teams and
organizations. Principal strengths include strategic planning, general management and supply chain
management.
PROFESSIONAL EXPERIENCE
GRUPO NARGANES S.A., Coatzacoalcos, Mexico
2009 - Present
$175M company based in southeast Mexico with operations in the Distribution, Retail, Transportation and
Real Estate industries.
Director, Grupo Narganes S.A.,
2010 - Present
Invited to serve on our board and soon after appointed chair for the corporate governance committee. From
the committee I coordinate budgets, examine investment opportunities and propose executive pay and
benefits. As a board member I have a vote on all decisions regarding the strategy, future and leadership of
the organization.
Led a team of ten executives in the mapping and restructuring of policies and processes of both
business units with the goal of centralizing the support functions.
Reduced payroll by ten percent by accomplishing operational efficiencies.
Reduced service lead times by fifteen percent with the implementation of Service Level Agreements.
Renegotiated the organizations liabilities gaining an interest rate reduction of fifty percent.
Developed a financing model for the expansion of the companies retail division.
Developed a 4-point strategy that allowed the business unit to experience a 59% growth in EBITDA.
The program consisted on:
o Revisiting our costumer satisfaction policy making it our top priority. The costumer intimacy
program benefited the company with a 7% growth market share and a 38% increase in
revenues.
o Directing a Supply Chain Transformation through IT advancements increasing our drop-size,
reducing lead times and forfeiting reloading operations.
o A tight and disciplined budgetary system that allowed the company to maintain its fixed
expenses stable during the growth period producing an increase in net income of 53%.
o Advancement of our work force that consisted in focused training, tougher selection and
variable compensation aligned to strategic KPIs.
ADDITIONAL INFORMATION
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
Executive MBA, degree expected 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
SACHIN HAMIRWASIA
2895 Ashling Ct, Schaumburg IL 60193, USA
Mobile: +1 (513) 300-1301 | E-mail: sachin@hamirwasia.com | Blog: www.asksac.com
PROFILE SUMMARY
Senior Vice-President of E-Business Strategy with the worlds largest financial services company. Has over 11
years of progressive managerial experience, and has been recognized for outstanding results, delivered through a
blend of deep technical and leadership skills. Managed teams of up to 150 employees and established track-record
for reliably delivering complex IT projects and reducing costs through productivity improvements, automation
and optimization. Pursuing MBA degree at Kellogg School of Management, with focus on Entrepreneurship and
Finance. Expert in leadership coaching, program management, high-scalable systems design and Internet security.
PROFESSIONAL EXPERIENCE
CITIGROUP, INC.
Chicago, IL
Senior Vice President, Strategy and Planning, E-Business
11/2011 - Present
Responsible for charting the blueprints and defining roadmaps for some of the most complex technology
changes for Citi's global Online and Mobile banking channels.
Leading a $13M initiative to migrate the entire infrastructure powering Citis online and mobile banking
services, in a cost-reduction effort and a shift towards commodity hardware, virtualization and Linux.
Led an architecture and planning initiative to significantly enhance scalability of Citis websites and
simplify its highly complex and fault-prone interfaces to other internal and external systems.
Developed a multi-year transformation strategy and implementation plans to assist regional technology
centers in their adoption of a common global software solution for online banking.
Partnered with IDEO on an innovations project that redefined personal banking, and provided a rich and
interactive financial analytics iPad app for Citis customers.
CITIGROUP, INC.
Cincinnati, OH
Director (SVP), Applications Development, Citibank Online (www.citibank.com)
10/2009 10/2011
Led all aspects of software design, development, delivery and support for Citibank Online, Citis flagship
online and mobile-browser banking service that handles more than 10M transactions a day.
Managed a team of 20 employees and 130 contractors located across US, India and Argentina.
Oversaw a very successful $8M initiative to overhaul the user-experience and design of Citibank Online.
Directed delivery of several award-winning features in Citibank Online, such as instant account opening,
electronic bill presentment and personal financial management.
Managed project teams across three large initiatives to redevelop, modernize and convert legacy banking
websites for Citicards, Citi Mortgage and Small Business to form a consolidated Citibank Online portal.
Improved productivity by 40% in 2010 compared to previous year through better resource utilization,
staff training and improved interaction-model with offshore engineering teams.
CITIGROUP, INC.
Cincinnati, OH
Vice President, Systems Engineering and Production Assurance, Citibank Online
7/2007 - 9/2009
Managed a 15-employee team and handled an $8M annual budget of infrastructure systems.
Responsible for Availability and Performance of Citibank Online website, and for assuring service level
agreements (SLA) for all problems impacting the website.
Established best-in-class engineering processes for hardware and software capacity analysis, stresstesting, performance optimization, website monitoring and automated alerting.
SACHIN HAMIRWASIA
PAGE 2
Led a major infrastructure conversion and datacenter migration effort costing $20M.
Reduced website downtime by 90% within a year, propelling Citibank to top-position in the 2009
Keynote E-Banking websites ranking.
Won the 2009 Citigroup Quality Excellence (CQE) award, a prestigious employee award, in recognition
for the tremendous improvements made in stabilizing the Citibank Online website.
CITIBANK, N.A.
Singapore
Assistant Vice-President
(11/2005 - 6/2007)
Manager
(10/2002 - 10/2005)
Technology Management Associate
(5/2001 - 9/2002)
Developed competencies in Internet systems & security, and software engineering methodologies.
Led a new infrastructure deployment project costing $7M to support Australias online banking service.
Led rollout of new online banking software platform across 11 Asia-Pacific markets, over 2 yrs.
Trained and established an offshore software development team of 25 engineers based in Shanghai, China
to support companys Asia Pacific IT organization in rolling out the new online banking software.
Designed the Software Configuration Management framework for online banking software development.
Created the Dynamic Pin Pad, a unique security solution that helped Citibank save millions of dollars in
annual fraud losses, and received recognition from regulatory authorities in Singapore and Australia.
Developed a customized self-service Internet Banking solution for Citigroup Private Bank in Singapore.
Managed a 10-member team to build the software in 6 months. Saved $3M from original estimated cost.
Received the 2003 Citigroup Quality Excellence (CQE) award for achievements in banking innovation.
Led a team to design and develop an innovative SMS based Mobile payments service in Singapore and
Malaysia. Citibank received broad recognition for this innovation from customers and media.
Led the development of an innovative and cost-effective ATM-card online payment gateway service for
Citibank Singapore. Service was adapted for Citibanks Corporate Bank for B2B payments.
Entrepreneurial and Other Work Experiences, Singapore
1999 - 2001
Co-founded DirectRecruit.com, a regional jobs search portal and recruitment services company.
Redesigned and developed the country website for The Boston Consulting Group (bcg.com.sg).
Developed a full-suite e-commerce website for a consumer electronics retail chain (parisilk.com).
Setup full company network, website and email systems for a 40 employee startup (embrace.com).
Built an advanced state-of-the-art R&D lab over 6 months full-time internship at Sun Microsystems.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY
Masters of Business Administration (MBA)
Evanston, IL
Expected June, 2013
OTHER DATA
EXECUTIVE COMPETENCIES
PROFESSIONAL HISTORY
KAPLAN, a wholly owned subsidiary of THE WASHINGTON POST COMPANY, Fort Lauderdale, FL
Vice President, Operations and Facilities, 2009 - 2012
2004 - 2012
Fiscal and administrative leadership of Operations, Facilities, and Business Continuity departments. Led a
professional staff of 58 responsible for over 650,000 square feet of Class A commercial office space, over 70 campus
locations, and an annual operating budget of $46,000,000. Responsible for critical internal services and business
functions, including operations, facility management, corporate security, business continuity, emergency response,
environmental health and safety, space planning and management, site openings, relocations, food services, executive
services, employee services, residential property management, and special projects.
Reduced operating expense by $6,000,000 and increased service levels through optimization, automation, and
strategic partnerships.
Conducted comprehensive business impact analysis in partnership with Washington Post Risk Management.
Established formal Business Continuity function to manage and mitigate risks to business operations.
Deployed enterprise CAFM system, resulting in material improvements in resource and space planning, asset
utilization, service levels, and maintenance.
Reengineered inbound phone call work flow, resulting in 80% fewer abandoned calls.
Integrated and deployed third-party mass notification and alert service for corporate and campus emergency use.
Executive Director, Operations, 2007 - 2009
Automated support service work flows, improving overall efficiency and service levels.
Updated building systems, saving over $750,000 in annual utility expenses.
Introduced security and safety programs across campus and corporate locations.
Created national facilities service system and a 24-hour emergency hot line.
Planned and managed office openings and relocations, as well as more than 12,000 employee moves annually.
Collaborated on the design and development, and managed the opening of high-tech, 100,000-square-foot
flagship facility.
Directed emergency planning, preparation, response, and recovery related to three major hurricanes.
Achieved Lean Six Sigma Champion Certification.
Page | 2
Managed the development and production of $6,000,000 interactive holiday marketing program.
Introduced work flows to respond to short client lead times and volatile demand.
2001 - 2002
Led technical implementation of Coca-Colas 2002 Olympic Torch Relay and Winter Games sponsorships.
Delivered highly successful first-generation social Web application, employing emerging CRM methodology.
Established remote production studios near Olympic Village for post-production and Webcast of daily events.
Managed creative and technical development teams in New York, Salt Lake City, and Ukraine.
Produced Web-based Olympic winter sports video games.
2002 - 2003
Produced the award-winning The Lord of the Rings-TNZ global marketing program in collaboration with Te Papa
National Museum.
Managed the following global interactive campaigns marketing New Zealand as a tourist destination:
The Lord of the Rings | Americas Cup | Discovery Channel - New Zealand Heritage
2003
1999 - 2001
Produced interactive marketing campaigns from client engagement to deployment and maintenance.
Improved company version control and program consistency through directory and file-naming conventions.
Managed multiple third-party vendors and sweepstake fulfillment providers.
EDUCATION
UNIVERSITY OF FLORIDA
Bachelor of Science in Telecommunications
AFFILIATIONS
1999
MARK D. HOVERMANN
9773 E. Crestline Circle Greenwood Village, CO 80111 (917) 957-9433 mhovermann@gmail.com
SUMMARY
High-Potential Executive with 16+ years of experience with demonstrated success working with companies from
entrepreneurial enterprises to Fortune 500 firms. Successfully advise C-Suite and senior executives on financial
issues, growth strategies and periods of significant change. Experienced in evaluating and financing new business
opportunities and complex transactions. Strong leader with a desire to develop a team and deliver superior results.
Strategy, business development and finance experience. P&L responsibility of up to $100 million.
EXPERIENCE
DAVITA HEALTHCARE PARTNERS INC., Denver, CO
2010 - Present
The largest kidney dialysis services provider and operator of medical groups and physician networks in the U.S.
and a Fortune 500 company with $10.0 billion in annual revenues and over 40,000 employees
Manager, Strategic Development (2013 - Present)
Member of a corporate strategy team focused on identifying new growth opportunities and enterprise strategy
development. Initial responsibilities include competitive intelligence and economic analyses.
Manager, Corporate Finance and International Transactions (2010 2012)
Responsible for evaluating international acquisitions and alliances. Primary responsibilities are to partner with
business development, operations and functional teams to evaluate opportunities, conduct due diligence and
approve business cases. Routinely advise the CFO and members of the International investment committee.
Evaluated 23 projects since January 2010 with a total value of approximately $250 million, five of which
have been successfully closed and eight are currently active
Led finance diligence for five deals, three of which have closed, including a private equity alliance
Support new International operations by guiding the budgeting process and assisting with the creation of
regional finance teams
Advise and collaborate with three analysts and two managers that develop pro forma models
Attend deal review meetings to support the presentation of deals to C-suite executives
Participate in strategy review meetings to propose and analyze individual deal terms
Support evaluation of new market entry strategy and white-space analysis
Help create presentations for executive reviews and Board of Director meetings
SENSATA TECHNOLOGIES B.V., Attleboro, MA and Littleton, CO
2006 - 2010
A designer and manufacturer of sensor and control devices and a Bain Capital portfolio company with $1.5 billion
in annual revenues and 10,000 employees
Manager, Corporate and M&A Finance (2010), Littleton, CO
Responsible for evaluation of M&A opportunities and other special projects.
Manager, Corporate Finance (2008-2010), Attleboro, MA
Managed global corporate finance group. An advisor to the CFO and a member of the Finance Leadership Team.
Senior Financial Analyst (2006-2007), Attleboro, MA
Managed the companywide financial model and monthly presentations for executive review meetings.
Prepared Board of Director presentations and assisted with the creation of ad hoc presentations for rating
agencies, investment banks and other third parties
Prepared detailed presentations and presented to the C-suite at monthly review meetings
Created and managed integrated five-year strategic model using indicative economics and performance
inputs to forecast growth, profit margin and cash flow; model was implemented for my last three years
there to set targets and measure financial performance
Built the internal IPO model and participated in the diligence process for a $654 million IPO on the New
York Stock Exchange in March 2010
Created model that analyzed debt covenant scenarios that became an important tool for executive
management to evaluate cost alignment options during the 2008 economic downturn
MARK D. HOVERMANN
Page Two
Performed capital structure analysis with Treasurer and CFO to evaluate debt financing alternatives and
related interest rate hedging options
Used the financial sponsor LBO model to evaluate M&A opportunities and created pro forma models to
measure the impact to combined company financials for potential acquisitions
Managed the results of the Corporate segment, approximately $100 million of indirect P&L responsibility,
and presented monthly results and updates to executives
Liaised with valuation consultants to manage GAAP accounting valuations including creating models
(DCF, comparable company and transaction), interviewing executives and defending results with auditors
Worked extensively with operations, finance, investor relations and executive leadership
PAUL R. JOHNSON
3304 Darcey Ct., Flower Mound, TX 75022
(972) 365-8380
paulrobinjohnson@gmail.com
EXPERIENCE
2012 2013
CASCADE PARTNERS, Investment Bank and Private Investment Firm
Southfield, MI
Intern, Kellogg School of Management Buyout Lab
Performed global searches for buy-side targets in healthcare, sub-metered billing, manufacturing,
sustainability and water industries to be purchased by clients for $5M to $50M.
Performed valuations on portfolio companies in Cascade Partners venture fund valued at $11M.
2010 Present BOY SCOUTS OF AMERICA
Irving, TX
Director, HRIS & HR Customer Care
Structured, designed and developed a new Customer Care team that streamlined the operations of six
teams saving the human resources department $500K annually.
Assisted senior management with the merger of 9 council offices, consolidating 9 separate legal
entities into one legal entity streamlining a $10M operational budget and 125-employee workforce.
Planned, analyzed, designed, and managed a $2 million human resource and payroll software
implementation moving 297 council offices onto a new web-based application. Worked crossfunctionally with teams from information technology and finance, while managing compensation and
benefits team members.
Managed 8 team members implementing a human resource and payroll project for three base
locations enabling the automation of payroll for 1,400 employees.
2004 2010
2007 2008
SPRINT NEXTEL
Irving, TX
Account Manager
Managed payroll project to ensure that payroll processing was compliant with the laws of the state of
California. Sprint was being fined $1.2M per month by the State of California for erroneous payroll
processing for a period of 6 months. This $7M fine was waived after completion of the payroll
project.
1998 2004
AUTOZONE
Memphis, TN
Independent Consultant
Merged disparate point of sale systems in 12 stores into the main AutoZone point of sale system, two
months early, which saved AutoZone $8K.
1998 1998
1995 1997
Spring Hill, TN
EDUCATION
2012 2013
KELLOGG SCHOOL OF MANAGEMENT
NORTHWESTERN UNIVERSITY
MBA
Advanced Coursework in Private Equity, Financial Management and Economics
Awarded Non-Profit Scholarship
Completing degree while working full time
1990 1994
Evanston, IL
VOLUNTEER
2007 2008
Boy Scouts of America
Scout Committee Member
Maintained equipment inventory lists.
Recruited Merit Badge Counselors.
Provo, UT
Flower Mound, TX
1987 1989
PERSONAL
Eagle Scout
Interests: Basketball, cycling, sketching, ice cream taste testing
Languages: Spanish Fluent; Portuguese Comprehension; Chinese (Mandarin) 1 year university
training with personal tutor
955 Walnut Terrace Boca Raton, FL 33486 Justin.jugs@gmail.com (561) 213-9439 (mobile)
EXPERIENCE
Stratis Business Systems, Inc.
Boca Raton, FL
2001-2012
Founded in 1999, Stratis Business Systems, Inc. is a privately held software company that develops, sells, and supports webbased software solutions to home health care companies. I joined Stratis as the 3rf employee and played a key role in growing
the company to 31 employees, 800 customers, and millions of dollars in annual recurring SaaS revenues. During my
employment at Stratis I held the titles of Database Administrator, Senior Database Administrator, Vice President of Systems
Implementation, Vice President of Operations, Shareholder, and Secretary of the Board. Below is a summary of my key skills
and accomplishments as the Vice President of Operations:
Passionate Leader: Managed 17 employees in the following roles: Business Analyst, Database Administrator, Release
Manager, Implementation Specialist, Implementation Manager, Software Trainer, Quality Assurance Analyst, Billing
Coordinator, and Customer Service Representative. Lead through teamwork, goals, values, inspiration, and growth-focused
delegation.
Company and Product Strategist: Provided a multi-department perspective on internal accomplishments, areas for
improvement, and cross-functional processes. Analyzed external market conditions and competitor solutions to develop
new product and service ideas and prioritize R&D efforts. Traveled to the United Kingdom to gain an understanding of the
home healthcare market and created a roadmap to globalize Stratis proprietary software.
Sales: Demonstrated software to prospective clients and attended industry conferences and tradeshows. Negotiated
software licensing agreements for customers in the US and abroad. Attained a deep understanding of software and
technology contracts. Competed with small and large (McKesson, Siemens, Cerner and All Scripts) vendors.
Software Implementation and Training: Team lead for creating customer software implementation and training processes
utilizing project management software. Defined project plans, tasks, and templates. Accountable for teams software
implementation project scopes, timelines, and budgets for over 500 office installations.
Network Operations: Team lead to architect a highly available and scalable software-hosting platform for SaaS Cloud
customers. Team lead for internal network administration and in-house applications management. Accountable for 100%
system uptime in all network environments. Managed relationship with hosting provider (Rackspace).
Software Quality Assurance and Business Analysis: Team lead for software testing and requirements gathering processes.
Designed requirements collection processes utilizing the agile software development methodology. Designed software
integration and regression test plan framework. Worked closely with software development team to design and add new
software features. Jointly accountable with Software Architect for clean software releases.
Customer Support: Project manager and team lead to process map and implement internal CRM and customer support
ticketing software. Utilized ITIL process standards to manage customer relationships, service level agreements, and
resource planning. Accountable for ensuring over 5000 software end users received accurate and timely fanatical software
support.
Industry Knowledge: Maintained a deep operational understanding of the following home healthcare business models:
Private Duty Agencies, Nursing Registries, and Medicare Certified Home Health Agencies. Monitored federal and state
legislative changes that impact proprietary software and the home care industry.
EDUCATION
MBA, Northwestern University, Kellogg School of Management, Evanston, IL. (Est. graduation 2013)
BS, MIS, Florida State University, Tallahassee, FL (2000)
OTHER
Gopal Khaitan
Bloomingdale,
IL 60108
SUMMARY
Technology Executive with progressive leadership experience in IT strategy and business
alignment, program management, applications portfolio rationalization & cost containment in
diverse industries. Managed mission-critical initiatives ($0.1M-$50M) resulting in significant
process and bottom line improvements. Proven track record of building and mentoring highperforming global teams to execute and deliver mission-critical solutions at Fortune 200
companies. Key skills: IT Strategy, Project & people management, Enterprise architecture,
Product development, Budgeting, P&L management, Business development.
INDUSTRY VERTICALS EXPERTISE
Manufacturing, Supply Chain Management, Steel, Banking & Financial services, Internet Startups, B2B, E-Commerce, Social Media, Stock Options Management, HRMS, Telecommunications
PROFESSIONAL EXPERIENCE
Evraz North America
Chicago, IL
Director, IT Applications
2011-Present
Set strategic IT direction and roadmap for $4B multi-location North American business.
Managing IT portfolio and budget, building global teams to support finance, supply chain,
human capital management, procurement, sales & operations planning, plant maintenance,
business development, integration of acquisitions
Responsibilities include oversight of enterprise-wide information delivery, BI, process & data
standardization, enterprise architecture, ERP & CRM, implementations, cloud strategy,
program management, and vendor management.
Established steering committees to establish business and IT alignment, project capital
approval governance with product group EVPs, CFO & CIO.
QB Enterprises, Inc.
Bloomingdale, IL
Founder / Principal Consultant
1998 - 2011
Provided project execution and consulting services in IT, Internet and Social Media Strategy,
Best Practices, Scalability, Project management, Process Design & Performance Management.
Innovative solutions to opportunities have led to realization of bottom line savings and process
improvements at several Fortune 200 clients. Selected client engagements are as under:
HAVI Global Solutions
Downers Grove, IL
Global Service Manager - Technology Integration Services
2007 - 2011
Defined IT strategy and standardized processes while providing rolling multi-year
Page 1
Led team that built 'Banker's Desktop' providing clients Net Worth View (investment,
brokerage, bank accounts etc) combining internal databases and transaction/aggregation
services provided by 3rd parties e.g. Metavante (FIS), Yodlee using SOA/J2EE/Web
Services Architecture. The portal also provides eCommerce, Bill payment capabilities.
The project received the "Chairman's Award" for on-time & budget delivery (> 10%)
McDonalds Corporation
Oakbrook, IL
Sr. Project Manager / Technology Lead
1998 2003, 2010
Led the teams that envisioned, designed and built companys first (1998) web-based
Global Stock Options Management System and securely deployed it in over 90 countries
with interfaces to Lawson ERP and Merrill Lynch's Option Choice offering. Delivered
several highly visible and mission-critical projects in Finance, HRMS and built the first
internet kiosk at Hamburger University (2000)
Led integration and modernization of mainframe based Legacy Financial, ESales, Site
Profitability modeling applications with the new Oracle Financials ERP based (MBS)
implementation. Managed planning, hardware provisioning and functional evaluation of
Hyperion Financial Planning solution for US and global markets (2010). Won team and
individual recognitions (Chairman's Challenge award) for business impact and innovation
AT&T Corporation
Arlington Heights, IL
Team Lead / Architect / PM (Consultant - CHC)
1997-1998
Managed team to design, build and implement telecommunications equipment provisioning and
ticketing for top 50 business clients of AT&T including GM Corporation
Arcelor Mittal
Hammond, IN
Team Lead / Architect / PM (Consultant CHC)
1994-1997
Led team to design and implement the integrated Order Fulfillment System (OFS) that comprised
Demand Forecasting, Scheduling based on order size and mill capacity
Price Waterhouse Coopers
Mumbai, India
Team Lead / Architect / Senior Consultant
1992-1994
Was part of core team that established management consulting practice in Mumbai. Consulted for
Reliance Capital, Stock Holding Corporation, Union Bank, SAP America
Tata Steel
Jamshedpur, Kolkata, India
Asst. Manager / Systems Engineer
1989-1993
Architected solutions for Materials Management, SCM, and Order Management
EDUCATION
Kellogg School of Management, Northwestern University
Executive MBA
Indian Institute of Technology (IIT)
B Tech, Industrial Engineering (Major), Computer Science (Minor)
Evanston, IL
2011-2012
Roorkee, India
1985-1989
CERTIFICATIONS
Project Management Professional (PMP) - PMI Institute
Microsoft Certified Solutions Developer (MCSD) Early Achiever - Microsoft
Web Solutions Program (E-Commerce, Web technologies) - DePaul University
ADDITIONAL
US Citizen
Page 2
Sohel Khan
2101 Market Street Unit #2308
Philadelphia, PA 19103, USA
Phone: (913) 486-3145 Email: sohelkhan777@gmail.com
SUMMARY
Technology Manager with 14 years of experience in leading Internet multimedia Product and System full life
cycle projects in Creation, Vendor RFI/RFP, Development, Design, Engineering, Quality Assurance,
Deployment, Program/Project Management, Vendor Management, and Business/Technical Operation for
Wireless and Cable industries. Strong Experience in leading cross-functional and interdepartmental teams in the
execution of complex product engineering projects from the inception to the successful product launch.
Managed projects on innovative research, technology strategy development, innovative product creation, and
market analysis.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
MBA, degree expected December 2013
UNIVERSITY OF KANSAS, Lawrence, KS.
Ph.D. in Electrical Engineering, 2005
Dissertation: Optimizing Providers Profit in Peer Networks Applying Automatic Pricing and Game Theory
MS in Electrical Engineering, 1998
COMCAST, Philadelphia, PA
2007 - Present
Product Engineering Department
Lead Principal Engineer
Lead cross-functional teams in executing complex product development and deployment projects for Business
class, Wholesale, and Consumer segments for Comcast Xfinity brand.
Managed a highly productive team of engineers in developing product and technology specifications,
architectures, designs, quality assurance cycles, and operational models to achieve 99.999% availability
and reliability.
Lead teams in RFI/RFP process to select best vendor solutions for Internet interactive multimedia
systems with budget more than $35 million.
Lead interdepartmental teams of 30 professionals (engineers, project managers, testers, and vendor
managers) determining product value proposition, developing concept, defining architecture and
benchmarked specification, designing and certifying systems, verifying interoperability and operational
readiness, and deploying technologies of the product.
Led Technical teams in launching Wholesale IP multimedia product, obtaining 15 large wholesale
customers with revenue in excess of $20 million.
Collaborated with external vendors, service provides, and developers.
Developed interactive communication architecture vision, strategy, and plan for 2017 and beyond.
Conducted financial analysis, budgeting, and process improvement.
Presented product value proposition, concept, architecture and design to Comcast Executives.
Authored product requirements, technology requirements and specifications, architecture, detailed
design, product certification test plan, operational readiness plan, and operational model.
Represented Comcast in standard development bodies Internet Engineering Task Force (IETF) and
CableLabs to develop standard in Comcast technology direction.
Sohel Khan
Page 2
Executive Certificate in Leadership and Management, MIT Sloan School, Boston, MA.
Awarded U.S. patent in June 2011 and have four patent applications in US patent office.
Awarded Sprints Network Presidents Sabbatical award.
Vice President and Member of the Board of Director, ATM Forum in 2001.
Commanded navigational watch of Super Tanker and Container ships in the Atlantic, Indian, and Pacific
oceans, their seas, and rivers.
Visited more than 50 countries in six continents.
Maggie Klancnik
2714 Ordway St. NW Apartment 6, Washington, D.C. 20008
202-362-1964 (home) 202-390-2876 (cell)
maggie@klancnik.com
SUMMARY
EXPERIENCE
2004 Present
Over fourteen years of experience as a manager, project lead, programmer and business analyst. Unique
combination of leadership and technical abilities. Excellent communication, analytical and problem
solving skills. Noted for ability to bring together communications between technical staff and business
leaders. Adept in creating innovative solutions and building teams in support of critical business processes.
Highly motivated, versatile team leader. Currently enrolled in Executive MBA program at Kellogg School
of Management, Northwestern University.
2001 - 2004
Time Reporting System Implementation: Wrote 25 time entry rules for Oracle Time and Labor (OTL)
enforcing NRECA time reporting policies saving finance hours of correcting timecards every month.
Updated custom Projects costing procedures to calculate labor costs accurately for allocations,
chargebacks and government grant reporting.
Oracle Applications Upgrade from 11.5.7 to 11.5.10.2: HR, Payroll, Financials, Projects and
Purchasing upgrade including database upgrade from 8i to 9i and operating system migration from
Windows to Linux. Application and database upgrades were necessary to maintain a supported
environment including all legislative updates to run payroll accurately. Operating system migration
significantly improved application stability and performance.
1998 2001
EDUCATION
ADDITIONAL
DATA
Ordway Park Condominium Board, Washington, DC, 2006 2011. Board President of 32 unit
condominium property.
Junior League of Washington, Washington, DC, 1999 Present. Organized fundraiser for 300
guests on a $1,500 budget, raising over $30,000; Quality Used Goods Sale Committee Secretary; Coorganized auction, raising over $25,000; Awarded Presidents Cup for service to the League.
47 W. Pier, # 201
Telephone: (630) 400-5942
Westmont, IL 60559
Email: krupa.wojciech@gmail.com
EXECUTIVE PROFILE
Successful innovative leader in the delivery of high-performance financial and technology solutions to rapidly
changing business needs. Expert in gathering, analyzing and defining business and functional requirements and
aligning solutions with business plan. Proven ability to lead seamless implementations and deliver next-generation
solutions. Effective change agent with an ability to leverage relationship insight, technology intellect, process
diligence and business acumen. Additional core competencies include:
Financial Systems Integration
Business Process Reengineering
Revenue Management
Vendor Management
General Management
Internet Commerce
SOX compliance
Preparing Financial and Management Reports
Statistical Analysis and Predictive Modeling
Audit support
PROFESSIONAL EXPERIENCE
Financial Skills: Revenue Management, SOX compliance, Reporting & Analysis, Audit support
Technical Skills:
Open source: Hadoop, Crawling (Nutch and custom built crawlers), ML (mahout), NLP (Gate), Graph DB
(neo4j), Social Networks (Facebook API, LinkedIn API, Twitter), Data Intelligence
recommendations/clustering/classification systems (Carrot2, Mahout, Solr)
Other: SAP (BPC), expert skills in MS Office; Experience with Business Intelligence tools such as
Microstrategy, MS Reporting service; Knowledge of SQL and experience with SQL databases; Experience
with ERP and accounting systems like Lawson, PeopleSoft, and QuickBooks
Awards: Award for Outstanding Achievements, Poppendieck Award for superior project execution, Diamond
Club trip, Award for significant contributions to SOX implementation process, participation in Leadership
Development Program
Citizenship: American and Polish
DEBORAH M. LANGE
25W031 Lacey Avenue
Naperville, IL 60563
Phone: (630) 776-1949 Email: dlange2012@kellogg.northwestern.edu
SUMMARY
A self-motivated, results oriented Leader with 25+ years of progressive experience, (15 years in management)
concentrated in the financial, accounting and administrative areas of a manufacturing company, ready for a senior
role. Has worked both at a plant level with Finance, IT and HR responsibilities as well as at the corporate level with
a proven track record of resource utilization, process development and continued improvement. Is enthusiastic,
ambitious, confident, proactive, and assertive and is a decision-maker. Has a high degree of common sense, is open,
honest, dependable and responsible. Communication style is direct and open at all levels of an organization, but
most important, is a professional with unwavering ethics and high personal integrity. Finally, possesses a high
energy level, strong people development, leadership and management skills, and a consistent commitment to the
success of the Company.
EXPERIENCE
Plymouth Tube Company
Various Positions
1987 Present
Founded in 1924, Plymouth Tube Company is a specialty manufacturer of precision steel tubing, steel and
titanium near-net shapes, and steel and titanium cold drawn shapes. Plymouth Tube is a privately held,
family-owned Sub Chapter S-Corporation peaking with projected sales in 2011 of $250 million.
Corporate Controller, Warrenville, IL
2008 Present
Manages a team of ten associates. Responsible for and oversees all functions of a corporate Finance
Department including Accounts Payable, Accounts Receivable, Credit and Collections, all Treasury
functions, Payroll, Federal and multiple state tax filings, Internal and External auditing, company-wide
fixed asset management and Financial Statement preparation and publication.
Works closely with VP of Finance to establish and then maintain the relationships with all outside
partners including our banks, auditors, tax professionals, insurance carriers / brokers and actuaries.
Oversee all aspects of the Companys defined benefit and defined contribution plans, including
compliance, benefit calculations, audits and tax filings for three plans. Serves as a committee member
and fiduciary of plans.
Corporate Accounting Manager, Warrenville, IL
2001 2008
Managed a team of three associates covering the functions of Accounts Payable, Payroll, Corporate
Accounting, and data entry.
Full responsibility for the accuracy and integrity of Consolidated Financial Statements.
Managed the administration of insurance coverage.
Managed all external audits including the annual financial audit, defined benefit & defined contribution
retirement plan audits and regular bank compliance audits.
Divisional Plant Controller, Winamac, IN
1997 - 2001
This campus was a 50-acre site with 3 distinct and decentralized manufacturing facilities consisting of
approximately 220 union and salary employees. The entire site was approximately $45,000,000 in
revenues.
Member of Senior Management team for site.
Led and managed a staff of eleven employees in the areas of information systems, purchasing and
receiving, shipping, accounting, accounts payable, human resources, payroll, training and janitorial for
the entire site.
Deborah M. Lange
Page 2
One of four active members of the Company/Union Negotiating Team for the Company. Negotiated
(through a 10-week strike) a five-year contract with local United Auto Workers. Due to the strike
managed a massive hiring of replacement workers as well as an intense on-the-job training program.
Responsible for all accounting and financial aspects of the three businesses from order entry through
invoicing. Including budgeting, forecasting, full general ledger responsibility and producing financial
statements for the independent facilities and combined site including intercompany eliminations.
Prepared and used financial analysis reports of all kinds including orderby-order-costing reports.
1996 1997
1994 1996
1989 1993
1987 1989
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY
Executive MBA
NORTH CENTRAL COLLEGE, Naperville, IL
BA, Accounting
Graduated cum laude
2005 2006 Deans List and 2004 Presidents List
INTERNATIONAL BUSINESS COLLEGE, Fort Wayne, IN
AA, Accounting
Graduated Top of Graduating Class with GPA: 4.0 out of 4.0
Earned the Outstanding Accountant Award - Class of 1987
A member of the National Deans List 1986-1987
Miami/Evanston, IL
December 2012
September 2006
June 1987
ADDITIONAL TRAINING:
80/20, Lean Manufacturing, Top Grading & 5-S Implementation Training Plymouth Tube
Company
Extensive training in team based skills including Leadership, Coaching, and Mentoring Phoenix
Leadership Foundation
Advanced Marketing Management Workshop, Market Driven Management, - Dr. Jim Hlavacek
The Best & Worst Industrial Marketing Practices, Market Driven Management, - Dr. Jim Hlavacek
Extensive training in LAWSON Financial Software, General Ledger, Accounts Payable, Asset
Management, Flexible Budgeting, Report Writer Lawson Software
Fiduciary, all Pension and Welfare Benefit Plans, Plymouth Tube Company, 2001- Present
ADDITIONAL DATA
Interests include: Family, Church, Reading, Bikram Hot Yoga and Geocaching.
MICHAEL LEE
940 N. Crosby Street, Chicago, IL 60610
312.933.2458 | mlee2012@kellogg.northwestern.edu
SPEECHWRITER + STRATEGIST
Executive speechwriter and strategist to Fortune 500 executives, government leaders and military generals managing
global portfolios, communication campaigns to launch new products and business units, and forging stronger
relationships with stakeholders. Awarded the IBM Strategy Award for outstanding accomplishments in strategic
thought leadership and nationally recognized as the Department of Defense Writer-of-the-Year for literary
contributions on behalf of the U.S. Air Force. Michael is also the creator of television and film properties for Comedy
Central, Cartoon Network, Adult Swim, Showtime and Lions Gate. Most recently, his literary and communication
abilities have been nationally recognized in co-authoring a book on entrepreneurial leadership with David Wilhelm,
1992 Clinton-Gore Presidential Campaign Manager and Democratic National Committee (DNC) Chairman.
PROFESSIONAL EXPERIENCE
DAVID WILHELM, Columbus, OH
2012 - 2013
Author
Co-authoring a book with David Wilhelm, 1992 Clinton-Gore Presidential Campaign Manager and Democratic
National Committee (DNC) Chairman, on the fast rising consumer power of the 95 million members of the Millennial
generation the largest generation in American history who are fusing commerce and social good; merging profits
with purpose, where customers now operate in a marketplace where companies compete over their ability to deliver
social value, in an effort to win your business.
IBM, Armonk, NY
2000 - 2012
Executive Speechwriter + Strategist
Speechwriting and Advisory Responsibilities
Wrote executive speeches for senior IBM leadership and strategically loaned as good will to speech write for
IBMs largest clients Fortune 500 executives, government leaders and military generals. Assisted CEOs with
media spots, worked with CMOs and their advertising agencies to steward global communication campaigns or
launch new products and business units, wrote Congressional testimony for government leaders, and speeches that
galvanized our troops in the deserts of Iraq and mountains of Afghanistan for U.S. Air Force Generals. Crafted
message deeply rooted in customer insights and experiences, but always elevating the conversation to an
organizations big ideas, shared values and greater purpose; to foster shareholder confidence, boost workforce
morale, gain buy-in from Congressional leaders and forge stronger coalitions. Managed all rich-media, graphic
and written communications to mount a pervasive communications strategy that reached a national and global
audience.
Advised IBM senior leadership and strategically loaned to IBMs key clients ranging from automotive to
consumer packaged goods stewarding global organizational growth in North America, Europe, Latin America
and Asia by better understanding the emerging frontier, defining opportunities for growth in new and existing
segments, understanding the macroeconomic patterns and outliers of innovation activity, and anticipating possible
scenarios and futures.
Business Development Responsibilities
Collaborated with Big-City Mayors to design concepts and solutions for IBMs Smarter Cities portfolio, providing
meaningful services and offerings that better connect constituents to government, allow government to more
effectively and efficiently provide services, and as President Obama put it, make government cool again.
Worked with Fortune 500 executives to design concepts and solutions for IBMs Smarter Planet portfolio, aimed to
make decisions based on evidence, not on habit or heuristics. That anticipates rather than merely reacts, to events.
That seizes competitive advantages, but at least as often, re-framing the issues in unexpected, often counterintuitive ways. And make profit in a fully responsible manner.
Major Accomplishments:
Received the IBM Strategy Award for outstanding accomplishments in strategic thought leadership.
Recognized as the U.S. Department of Defense Writer-of-the-Year for literary contributions on behalf of the U.S.
Air Force.
Received the U.S. Air Force Service Excellence Award for executive advisory services.
Received the U.S. Department of Homeland Security Service Excellence Award for Post 9/11 advisory services.
Michael Lee
Page 2
Masoud Loghmani
mloghmani2012@kellogg.northwestern.edu
(650) 209-0216
Business Strategy and product management executive with a successful track record of successful
innovation in the convergence and collaboration space.
Exceptional combination of hands-on technical experience and business acumen tuned for
listening to and understanding the customer, uncovering innovation opportunities, and developing
the strategy to proactively address market needs.
Entrepreneur with proven track record of success in growing ideas from concept to full execution.
Demonstrated experience creating market-ready products and services through scalable,
repeatable, and metrics/data driven processes.
Highly analytical (Physics background, Kellogg MBA). Serial inventor with 8 awarded patents.
Successful operator leading global multi-disciplinary teams of product management and
technology professionals and delivering products and services for F-100 and middle-market clients.
Turn-around experience with demonstrated record of success in the U.S and Europe.
Highly fluent at communicating to different audiences from clients to partners in different settings.
PROFESSIONAL EXPERIENCE
Accenture, Sr. Manager. Tech Labs,
Tech Labs is the R&D arm focused on commercializing innovative trends for Accenture and its clients
In multiple engagements worked with internal and external clients and partner vendors to identify
opportunities for improved collaboration through evaluation of strategy, innovative applications of
technology, reimagining processes, and identifying and removing adoption roadblocks.
Selected to join an executive council reporting to Accenture CEO with a mandate to improve
collaboration in Accenture through innovation.
Led strategy assessment engagements for clients identifying the impact of the changing landscape
and opportunities for leveraging Social Media and Social Collaboration tools for improved
operational efficiency.
BleuRider, Consulting Partner
Technology and Management consulting boutique firm focused on Social, Mobile, and Web 2.0
ti.ki is a one stop social media app helping working moms with their childrens events, a $4B market
As ti.kis founder and VP Product Management identified the companys market niche within the
$150B general consumer event space. Defined the product strategy, marketing, and business
development operations needed to address the market. Defined gamification strategies needed to
ensure rapid adoption of the service.
In the most recent engagement was hired by a Venture Capital (VC) firm to successfully turnaround a near bankruptcy portfolio company. After evaluation of the technology, the team, and the
market took corrective actions in right-sizing the company, re-negotiating contracts with clients and
Page 1 of 2
Masoud Loghmani
mloghmani2012@kellogg.northwestern.edu
(650) 209-0216
vendors, and bringing the company to cash-flow positive status in 90 days without loss of any
clients. Subsequently packaged the company for a successful sale.
In a major engagement delivered a detailed analysis of the health insurance market, as well as a
business and product strategy for a consumer-play Web 2.0 start-up in Health IT space targeting an
estimated $33B of waste and inefficiencies in the healthcare billing market. Delivered an in-depth
analysis of the health-insurance players and the technologies used in claim adjudication and fraud
detection. Also prepared a go to market strategic plan along with financial projections, laying out the
road-map for capturing close to 5% of the $33B in total addressable market in about 7 years.
BTSLogic (Division of LogicTree) EVP Product Management
Mobile and Speech Enabled Search Technology Provider
rhus-Denmark 04-07
Bowie-MD 98-04
Led the acquisition of BTS, a $5mm Danish search engine company, to form BTSLogic.
Selected to lead BTSLogic after the acquisition, and through effective product management and
successful market communication turned the company into a highly profitable and internationally
recognized player in the Yellow Pages and Directory Assistance Search business with customers
such as Verizon, Telenor (Norway), Eniro (division of Telia, Sweden), Etisalat (UAE), Telecom
Egypt, and partners such as Ericsson and Avaya.
Led new product development for an open search gateway for contact centers in the Telecom
sector. Partnered with clients in the U.S. and Scandinavia to refine the concept. The product resulted
in 300% increase in sales, and solidified companys brand in the market.
Architected BTSLogics approach for speech automation of massive databases (e.g. Yellow
Pages), resulting in the highest rate of speech automation in the industry from 2005 to 2007.
Strategic sales support through C-Level presentation to prospects and customers.
Architected the LogicTrees patented Mobile Multi-Modal solutions designed for the next
generation of converged networks.
EDUCATION
Kellogg School of Management MBA w/ focus on Marketing and Finance, 5/2012.
University of Maryland at College Park B.S. Physics, 1996, Minored in EE. Graduate level
coursework in Math, Chaos and Fractals (full-time work as the SW architect at a Telecom start-up).
ADDITIONAL INFORMATION
U.S. Citizen, Interested in physics, philosophy, and history. Familiar with German.
Certified Information Systems Auditor (highest score in North America in 2009)
Selected Patents:
US Pat. 7200142:
US Pat. 6948129:
US Pat. 6941273:
US Pat. 5822420:
Page 2 of 2
WENDY L. LONGWOOD
3836 West 26 Avenue Denver, Colorado 80211 303-353-7735 wllongwood@yahoo.com
th
PROFILE
Accomplished general manager with twenty years of progressively responsible leadership experience in
private, public and nonprofit sectors. Proven managerial and organizational skills in results-oriented
environments. Skilled relationship manager, collaborator, team builder and supervisor. Strategic thinker
and problem-solver. Significant experience with revenue generation, resource maximization and budget
management. Excellent communication skills with attention to persuasion, position and impact.
PROFESSIONAL EXPERIENCE
LONGWOOD CONSULTING, DENVER, CO
President and CEO, 2011 present
Launched consultancy providing professional services in the public and private sectors. Responsible
for corporate vision, business strategy, client relations, operations and administration of start-up.
Services include business planning and organizational strategy, program development and
implementation, and performance assessment. Differentiators include cross-sector experience, ability
to bridge vision and operations, lead and engage stakeholders at all levels, provide direction during
change, and deliver results across diverse industries and organizations. Select client engagements:
Assessed training programs for big four accounting firm, working as consultant with corporate
performance measurement group to recommend enhancements to firm leadership.
Managed seven-figure grant-funded change management initiative in public education setting,
overseeing administrative functions, budgeting, and state and federal reporting and compliance.
Facilitated business planning process and authored business plan for start-up healthcare company,
providing strategic guidance on corporate and community strategy.
Led proposal development for multi-million dollar human capital management effort in public
entity, facilitating design process, implementation strategy, and multi-stakeholder engagement.
JVA CONSULTING, LLC, Denver, CO
Vice President, Client Services, 2009 2011
Director, Resource Development, 2006 2009
Served in COO capacity at professional services firm with supervisory responsibility for 50% of
employees and profit/loss accountability for 95% of revenues. Duties included: business
development, sales and contracting; staffing and supervision; department and project budgeting;
client relations; project design and management; performance measurement and quality control; and
systemization to support brand consistency, value and excellence while achieving cost-effective
service delivery. Select activities and accomplishments:
Provided firm-wide leadership, vision and strategy across service divisions and functional areas.
Implemented corporate strategic plan and reorganization leading to increased efficiency,
profitability and achievement of key performance indicators. Process included cost-benefit
analysis of product and service offerings supporting reconfiguration from in-house to contract
staffing model for core product line.
Oversaw staff and subcontractors, including hiring, salary negotiation, management, professional
development, performance assessment and termination.
Directed client services division on average of 150 engagements annually, working
collaboratively with consulting team and clients to assess needs, develop customized solutions,
trouble-shoot, and ensure delivery of services to clients satisfaction.
Over tenure at firm, personally serviced portfolio of 60 contracts, generating $64 million in
revenue for clients and achieving 100% retention rate for highest tier, long-term clients.
WENDY L. LONGWOOD
Page 2
John M. Lund
3307 Bluffs Lane
Parker, TX 75002
Phone: (469) 487-6242 Email: JLund@upstartcfo.com
____________________________________________________________________________________
Financial executive with over twenty years of CFO and Controller experience encompassing both
Fortune 100 and growth environments. Expertise in SEC reporting, the complete life cycle of mergers and
acquisitions, analyzing the financial performance of business operations and establishing the financial
infrastructure needed to support operations, growth, and profitability.
CPA, MBA from Kellogg School of Management, Northwestern University
EXPERIENCE
UpStart CFO, LLC
Dallas, TX
February 2011 current
Provide interim CFO and other consulting to private equity sponsored companies. Current clients
include a leading provider in long-term care rehabilitation with over 4,000 US based employees at
over 350 locations, a medical supply distributor and a software developer for the healthcare industry.
Directed software conversion to Intacct cloud based solution.
Completed successful restructuring of debt, resulting in further working capital liquidity.
Managed debt compliance and communication with lenders and Private Equity sponsors.
Consultant - CFO
UNILIFE CORPORATION
York, PA
Board Member
September 2009 current
Chairman of the audit committee for this NASDAQ listed manufacturer of medical devices.
Dallas, TX
January 2009 February 2011
Directed international finance department for this private equity backed company with operations in
over 20 countries.
Contributed in the $150.0 million acquisition and integration of Research Now which was listed on
the London stock exchange.
Key team member negotiating $110.0 million of Senior and Subordinate Debt which was used to
finance the acquisition.
Directed due diligence, acquisition and integration of two transactions valued at over $70.0 million.
Directed finance department and SEC reporting for this NASDAQ reporting company.
Performed due diligence, and analyze the financial impact of joint ventures and television station
acquisitions.
Relocated 80 person accounting department from San Antonio to Dallas while reducing head-count to
50 employees by implementing best practices and automating outdated processes. This resulted in
annual savings of over $1.0 million.
Coordinated $3.0 billion debt restructuring resulting in a lower effective interest rate.
Served as finance contact for board of directors and private equity group.
JOHN M. LUND
PAGE 2
Directed finance department for a $1.0 billion subsidiary of this Fortune 100 public company.
Managed the due diligence, acquisition and integration of this $1.0 billion international subsidiary.
Plano, TX
2002 - 2005
Managed the finance and accounting departments of various public and private companies including
managing acquisitions, joint ventures and divestitures while developing strategies to build value.
Founding CFO of a company that is listed on the NASDAQ OTC with current market capitalization
of $100.0 million.
Conducted the financial analysis for a proposed joint venture and contributed to the subsequent sale
of controlling interest to the joint venture partner resulting in a $25.0 million gain.
Plano, TX
1997 - 2001
KPMG
Dallas, TX
Audit Manager
1991 - 1997
Developed audit plans and managed financial audits for clients primarily in the information,
communications and technology industries.
1984 to 1992
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY
MBA
UNIVERSITY OF NORTH TEXAS
BA, Accounting
Evanston, IL
May 2012
Denton, TX
May 1991
ADDITIONAL
Member - Financial Executive Institute, American Institute of Certified Public Accountants, Texas
Society of Certified Public Accountants and National Association of Corporate Directors
Certificates of Professional Development
MICHAEL K. LYONS
611 North Park Avenue, Unit 501, Indianapolis, IN 46204
(917) 533-8468 michaelklyons@lilly.com
EXPERIENCE
ELI LILLY AND COMPANY, Indianapolis, IN
2001 - Present
Global Brand and Strategy Marketing Manager (Oncology), 2010 Present
Lead global marketing efforts for Eli Lilly & Companys key growth molecule, ALIMTA, an approved
agent for the treatment of nonsquamous non-small cell lung cancer.
Achieved 29% annual sales growth ($2.2B) by identifying key customer insights, refining brand strategy,
and executing marketing programs.
Create global marketing strategy and planning initiatives for future approved treatment plans across 10
major geographies.
Influence complex decisions by developing relationships across key constituents such as medical, legal,
regulatory, pricing, reimbursement and access to achieve optimal promotional mix strategy.
Develop healthcare provider insights by cultivating global Key Opinion Leader relationships with the
worlds top oncologists.
Analyze competitive intelligence to maintain position in the marketplace, understand competitive pressures,
and respond to major marketplace changes.
United States Brand and Strategy Marketing Manager (Oncology), 2008 - 2010
Developed US brand strategy for ALIMTA across multiple marketing channels increasing annual sales to
$815M, a 48% increase compared to 2008. In 2008, US sales increased to $562M a 35% increase
compared to 2007.
Designed and presented long-term US strategic plans for existing and future indications for ALIMTA to
senior leadership.
Interpreted and integrated market research data and marketplace trends to identify key insights and
opportunities.
Led strategic teams, including contingency planning and budgeting, for multiple indications in lung cancer.
Identify strategic initiatives to grow the brand and position it for future indications forcasted at 100M+.
Launched two new indications for ALIMTA driving sales to a 48% annual increase and led brand plan,
advocate programming and national meetings.
Created US marketing strategy and lead implementation of tactical plan across multiple marketing channels.
Evaluated success of our tactics by analyzing sales trends and market research and adjusted accordingly to
changes in marketplace.
Built relationships with Key Opinion Leaders
Design brand-led, peer-to-peer strategy and advisory board discussions
Participate in cross-functional decision with Medical, Global Marketing, New Product Planning and alliance
partners.
Six Sigma: Actively participate in multiple projects aimed at providing innovative solutions to improve
organizations overall performance in strategic initiatives, sales force design and continuing education.
Executive Sales Specialist (Oncology), 2006-2008
Built Lilly Oncology business in the newly formed Manhattan Central territory by successfully launching
multiple products and indications.
Developed and trained national, regional and local speakers; built long-term relationships with NYCs top
medical oncologists.
Exercised leadership both within sales district and across oncology business unit.
Presidents Council (2007-2008) 127% to sales quota, #1 rank of 270 sales specialists across the US.
Sales Leadership (2006) 116% to sales quota, top 10% sales performance compared with peers in US.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Master of Business Administration, degree expected June 2013
Full Corporate Scholorship
THE UNIVERSITY AT ALBANY, STATE UNIVERSITY OF NEW YORK, Albany, NY
Bachelor of Arts, 2001
Copywriter, Young & Rubicam, Internship 1999
Journalist, Staten Island Advance, Internship, 1995 - 1998
ADDITIONAL INFORMATION
Certificate of Humanities of Arts & Writing, School of Continuing Professional Studies, New York
University (2008)
Winner of Lillys Presidents Council Award (2008)
Winner of Lillys Marketing Excel Award (2011, 2010, 2009)
Winner of Lillys Directors Council Award (2005, 2004, 2003)
Winner of Lillys Model The Values Award (2008, 2007, 2006, 2005)
PROFESSIONAL EXPERIENCE
AMERICAN EXPRESS TECHNOLOGIES, New York, New York
July 2012 Present
Director, Commerce Capabilities
Manage overall technology for a start-up, high-growth business unit - American Express Merchant Financing
(expressfinancing.americanexpress.com/merchantfinancing). Support the scale-up of business to add $100MM to the top-line in
18 months of inception. Craft technology strategy and roadmap for vertical and horizontal expansion in US and international
markets. Lead a team of Program & Product Managers, Business &Technical Architects and other technical resources, manage
multi-million dollar budgets and govern IT process.
Key Projects & Achievements:
Created strategy, roadmap and business architecture for establishment and scale-up of the Merchant Financing
business unit.
Established IT governance processes including executive & stakeholder communication; change, problem & release
management; system monitoring; financial & budget management, contracts & SOWs and vendor management.
Lead overall development of platform. Establish external partnerships. Manage day-to-day operations of department.
Directed the development and launch of a multi-million dollar global platform for card 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%.
Innovated and developed a tablet-based customer servicing solution for deployment in high-touch JAPA markets that
reduces new card application processing time to minutes, increasing efficiency and eliminating back-office workload.
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.
Page 2
target and CGP for several portfolios across consulting engagements. 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.
Key Projects & Achievements:
Orchestrated the delivery and expansion of global data hub, a high volume service broker system integrated with
internal and external systems and third parties.
Implemented an 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 reduced cost by over 35%. Managed YOY growth of
20%.
Managed $5+ million in annual budgets for the development and growth of innovative, global business platforms.
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.
Directed the development, testing and implementation of a New Accounts Servicing Portal, a $6 million, 1,000
concurrent user, high transaction volume, web based application integrated with the Mainframe, IVR/CTI, WinAires
Business Rules engine, Scoring engine and 22 internal and external enterprise systems.
Managed overall testing for the US Credit Card Disputes platform with a global team of 20 QA leads and testers.
Devised test strategies and plans, implemented quality processes and metrics, and supervised all phases of test
including Assembly, Integration, User Acceptance, Regression and Performance testing.
Architected and led development of Acquisition Tracking System and 3,500+ user, Credit Servicing Portal for the Credit
Risk function in American Express. It involved cross-platform integration including Web, Middleware, Mainframe,
Database and Messaging and 10+ interfaces.
Led the architecture and development of the Foundational and Search Modules of ShopAmex.com, a web-based
shopping portal integrating with Infospace.com using web services.
1999 2000
TRIGYN SOFTWARE, Mumbai, India
GODREJ GE APPLIANCE LTD., Mumbai, India
1998 1999
[Trigyn] Software Engineer & [Godrej GE] Assistant Manager
[Trigyn] Provided critical support in design and development of a Customer Relationship Management (CRM) tool for key client
Systemax Inc. Supervised a team of four in the development of error handling and Web request management modules. Created
and ran test cases. Delivered regular reports to project manager. [Godrej GE] Led technical support and troubleshooting efforts
for service, sales and finance systems. Served as key point of contact to customers for all escalated issues.
Key Projects & Achievements:
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.
Carmen M Maegli
Page 2
Process Engineer, in charge of the technical support for 4 operating unit in a 400
barrel/day oil refinery. Help design a $4 million expansion in the crude processing
unit. Also a volunteer member of the refinerys fire brigade.
EDUCATION
2011- 2012
Executive MBA
1979 - 1982
BS in Chemical Engineering
High School
OTHER EDUCATION:
2012 Oct 2013
May 2010
October 2009
CEDEM
Viraje Estratgico, Dueez y Creacin de Valor en Tiempos Adversos;
(Strategic Turnaround, Ownership Creating Value in Adverse Times)
November 2008
CEDEM
Institucionalizando la Dueez y la Creacin del Valor;
(Institutionalizing Ownership and the Creation of Value)
June 2007
June 2006
June 2005
September 2004
ADDITIONAL:
Via EDGE Feedback Report: Overall learning agility 89(mental agility-55; people
agility-78; change agility-89; result agility-72; selfawareness-79)
Dual citizenship-Guatemalan and Italian
Speak fluent English, Spanish and some knowledge of German
Extensive travel experience and willing to travel
Nicholas C. Marino
EXPERIENCE
2004- Present
2000-Present
Responsible for all financial matters, information technology, human resources, and general
office operations of a 300 employee, $90 million a year mechanical contracting company.
Great Lakes has ranked among the largest piping companies in the country and has grown
from $45 million to $90 million in revenue over the past decade.
Upgraded company from an accounting only computer system to an enterprise based system
incorporating accounting, engineering, project management, purchasing, and management.
Designed all work flow processes, customized all forms for company specific needs, and
trained all staff on software and workflow. System upgrade along with process improvement
has provided detailed and critical job cost information in real time.
Transformed entire company from an all paper distribution and file system to a paperless
environment. Currently all project, accounts payable, and human resources files are stored
electronically.
Planned and oversaw complete replacement of IT infrastructure, work stations, and mobile
devices. Introduced remote access capability to management, project managers, engineers,
and key field foreman creating a more productive work environment while increasing
communication.
Managed project accounting and minority participation goals on high profile projects such as
McCormick Place 4, Trump International Hotel &Tower, OHare Airport, Lurie Childrens
Hospital, and Rush University Medical Center East Tower.
Created a dynamic cost reduction plan in 2009 to better manage the challenges of the current
construction industry downturn. Designed the plan to start with a 20% reduction in overhead
while having the least affect on the well being of our employees.
Responsible for all banking and bonding relationships along with managing all cash and
investments. Recently negotiated a 3 year credit facility as opposed to a typical one year with
a lower net worth requirement and lower rates. Also, spread investable cash to 3 institutions
with a variety of short term investments.
Implemented an asset tracking system called Tool Watch to manage the thousands of tools
and equipment at the hundreds of jobsites Great Lakes employees are working on. Continue
to oversee the semi-annual audits of the system to ensure accuracy.
Work in conjunction with the President of Great Lakes Plumbing & Heating to manage and
negotiate yearly business insurances and employee health and welfare benefits. Negotiated
and introduced alternative insurance plans in 2013 to make Great Lakes more competitive in
the marketplace.
Tasked to rebuild and restore sections of Great Lakes main location after 2010 flood that
damaged over 25% of the building. Worked to coordinate multiple trades, moving, and
cleanup crews to ensure our employees were able to continue working in a safe and efficient
environment.
Market and sell a variety of residential properties throughout Chicago and the North Shore
area.
Partner with investors to purchase, rehabilitate, and sell distressed properties in the North
Shore.
2000-2004
MOTOROLA , Schaumburg, IL
Financial Analyst, North American Radio Service Division
Assisted in the preparation of monthly, quarterly, and annual P&L statements for the North
America Radio Service Division.
Analyzed and assisted outside sales force on most competitive and profitable communication
support packages for a variety of high profile clients such as Wal-Mart, Entergy, BP, and the
State of Texas.
Operated as an internal consultant reviewing departmental responsibility and workflow
looking for overlap and inefficiency.
EDUCATION
2012-2013
1996-2000
AFFILIATIONS
Member -Mechanical Contractors Association Technology Committee; Presented Disaster
Recovery Planning to association, February 2011
Government Affairs Committee, Washington D.C. Lobbying Conference, May 2011
Member-Construction Financial Managers Association
Professional Experience
SYSMEX AMERICA, INC., Mundelein, IL
Developed and executed Abbott Diagnostics commercial strategy to launch 92 immunoassay products globally across 4
platforms (ARCHITECT, AxSYM, ABBOTT PRISM, and IMx) while proactively identifying and implementing
solutions to align business changes with customer expectations; represents 80% of IA revenue ($1.2 Billion).
Developed and executed external message to leverage diagnostics investment, improve ADD image and drive sales
efforts; interface with key business prospects and internal/external stakeholders to promote and expand business
opportunities.
Provided leadership to drive, create and execute commercial readiness of new immunoassay manufacturing sites in
Europe including customer tours, VIPs, ADD exhibits, and Customer focus exhibits.
Provide commercial leadership on multiple division level initiatives setting division strategy including Product
Portfolio Rationalization, Life Cycle Management, X-Systems calibrator/Control strategy, Labeling initiatives, etc.
1996 - 1999
1994 1996
1991 - 1994
1989 - 1991
ROHIT MASTHIPUR
204 Pinelli Dr., Piscataway, NJ 08854
801-635-5261 rmasthipur@gmail.com
SUMMARY
EXPERIENCE
WIPRO, New Jersey, USA
2011 Present
Director, Analytics and Information Management - Banking and Financial Services
Work collaboratively with Wipros Banking and financial clients to manage engagements and lead teams of data
analysis resources in all aspects of design and delivery of information solutions, including Data Quality &
Governance, Data Analytics, Business Intelligence, and Data Management.
Key Client: Citi Group, New York, USA
Managed onsite and offshore development teams of 54 software developers with an annual budget of $10.5
million to support global liquidity reporting, cash flow management, securities datamart, avantgard APS2, basel
II and central funding desk applications for Citigroup Treasury
Aided Global functional and technical architecture services (GFTS) establish Data Integration Center of
Excellence (COE) focused on bringing about delivery excellence in all Data Integration processes through
architecture definition, process standardization, operational support and efficient governance. COE is
responsible for developing and adopting data acquisition, data integration, data quality and Metadata
management capabilities.
Responsible for developing Data Acquisition, Data Integration, Data Quality capabilities that enable Citi to
consistently provide accurate business information from its Risk, Compliance and Finance data in a timely
manner to meet regulatory and operating requirements.
Managed and re-architected the corporate treasury and global transaction services units data strategy,
policies, line functions and data investments.
SYNTEL, Troy, MI, USA
2005 2010
Key Client: American Express
Manager, Data Management (2009 - 2010)
Implemented Data migration strategy for a Platform migration by leading cross-functional and crossdepartmental projects. Identified areas for continuous improvement and worked with necessary teams to find
more efficient mechanisms to meet requirements.
Implemented data strategy for servicing new prepaid product launches with American Express Partners by
optimally managing a team of 22 Technical Consultants spread across the US and India.
Successfully optimized the Information Management & Business Intelligence environment at American
Express by consolidating the tools, resulting in annual saving of $250,000 for the firm.
2001 - 2002
2000- 2001
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
MBA, Finance and General Management.
June 2013
OSMANIA UNIVERSITY, Hyderabad, India
BS, Computer Science.
June 2000
Terri L. Maurer
3615 N. Claremont Avenue
Chicago, IL 60618
Phone: 312/405-2560 Email: tmaurer1@comcast.net
SUMMARY
Experienced real estate professional with a proven track record in property management and the redevelopment and
repositioning of real estate in the downtown Chicago business district. Possesses strong leadership and coordination
abilities, accompanied by a diverse skill set consisting of property management and construction administration skills
and the ability to work with multiple teams.
EXPERIENCE
SL 20 N Wacker Manager LLC General Manager
2/12 present
20 North Wacker Drive, Chicago, IL Civic Opera Building - Currently overseeing the management and
repositioning of the 1 million square foot landmarked Civic Opera Building, purchased in early 2012 by a private
equity real estate entity. 200,000 square feet of new office space is currently in the lease up and construction
phases with an initial construction budget of $12 million.
On behalf of the new building ownership, formed a private real estate management company for the
operation of the Civic Opera Building. Currently employ 15 employees who perform all management and
engineering functions of the property comprised of 220 tenants. Work directly with ownership to achieve
the financial goals of the property.
Involved in all aspects of the coordination of base building and tenant improvement construction. Meet
with engineers, architects and contractors for all construction including a new 5,000 sf roof top deck,
6,000 sf fitness center, modernization of common elements and tenant improvements for new tenants.
Prepare and monitor all construction contracts. Coordinate the transition from construction to property
management with occupancy by the tenant.
Working with leasing team in all aspects of the tenant leasing process, as well as the rebranding process.
Responsible for the preparation and administration of a $12 million operating budget.
Manage accounting team. Review all general ledger and financial reports, including reports prepared for
lender and ownership groups. Approve all expenditures and monitor collection of all receivables.
8/11 2/12
1/08 8/11
11/99 1/08
600 West Chicago Av. Building, Chicago, IL 600 West - Successfully managed the $350 million redevelopment
of the vacant 1.5 million square foot landmarked Montgomery Wards warehouse into a dynamic office, retail and
parking complex housing 5,000 employees and companies including Groupon, Wrigley, Big Ten Network, TD
Ameritrade and Bankers Life & Casualty.
Managed all base building and tenant improvement construction during the ramp up from 0% occupancy
to 95% occupancy while working with multiple teams in the effort. Total project value of construction
equaled $350 million.
Beginning in 1999, performed all facets of the startup of an office building including the hiring of all
management office staff, engineering staff, and the implementation of all service contracts, as the building
ramped up from 0% occupancy during the leasing and construction process.
Managed 16 direct employees and over 75 contracted employees for the efficient operation of a 1.5
million square foot office building and three parking facilities totaling 1,400 parking spaces.
Partnered with leasing broker in all aspects of the leasing process from letter of intent to occupancy.
Terri Maurer
Page 2
10/97 11/99
7/95 10/97
200 West Adams Building, Chicago, IL - Responsible for the administration and operation of a 700,000 square foot
office building with over 60 tenants in the downtown Chicago Business District.
6/94 - 7/97
3/93 6/94
150 East Huron Building Chicago, IL - Performed all managerial, and accounting duties for a 100,000 sf
office building and parking facility in a one-person on-site management office in a mixed use complex
which included a 355 room hotel. Simultaneously, acted as Operations Manager from July 1995 to July
1997 at 200 West Adams (see above).
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY
Executive MBA
Evanston, IL
Expected June 2013
DEPAUL UNIVERSITY
Bachelor of Arts in Liberal Arts & Sciences
Chicago, IL
1991
AFFILIATIONS
BOMA Chicago
CREN (Chicago Real Estate Network)
SILVIA C. MELENDEZ
P.O. Box 160
Purchase, NY 10577
240-460-0737
silvia@silviamelendez.com
Relationship Management
P&L Management
Risk & Cost Management
Business Analysis
Product Management
Product Development
Market Development
Product Branding
Product Pricing
PROFESSIONAL EXPERIENCE
MASTERCARD WORLDWIDE HEADQUARTRERS, Purchase, NY
2005-Present
International credit card and financial services provider, with annual revenues exceeding $7B.
Director/Leader - Product Management & Business Development
Direct and structure government and commercial product solutions for a $30B market, combined with managing
customer relationships, to accelerate product and brand awareness. Oversee decision-making and executing
industry-changing corporate strategy stages, including: creating and prioritizing business requirements for short
and long-term revenue growth, assessing competitive market landscapes, managing product risks and opportunities,
while conducting consistent business development directives. Control a $1.5MM annual product development
budget through: analyzing business financial valuation deals, negotiating partnership proposals and contracts,
developing complex program pricing schedules, and administering cost reduction measures. Orchestrate
communication and education processes of new product launches for clients. Manage over 150 business
relationships, including: Consultants, Merchants, Processors, Government, Banks and corporate customers.
Delivered a $330MM government contract win, resulting in 30% annual portfolio growth
Attained $70MM in economic incentives for multiple global key accounts; program success resulted in a 10year government contract renewal worth $3MM in revenue and a 100% customer retention
Led first Fleet product cross-functional team addressing overall product risk and customer satisfaction;
increased product compliance from 67% to 97%, effort resulted in retention of a $4B key account
Overhauled end-to-end program management through consolidation and streamlining; lead competitive
negotiations with multiple vendors resulting in 40% ($500K) annual budgeted savings
Developed strategic pilot initiatives to expand T&E and Purchasing-Card business-lines through strategy and
planning stages: opportunity revealed $17MM revenue prospect; currently developing service-offerings
Developed Fleet and Purchasing-Card product white papers for six major clients in the U.S. and Canada
regions, targeting a market expansion opportunity of ~$20B annual portfolio growth
RYAN INC., Dallas, TX
2003-2005
Leading consulting firm providing U.S. and International services, with annual revenues over $180MM.
Consultant Accounting, Tax, Finance
Provided proficient strategic corporate accounting, tax, and finance counseling to senior business executives across
numerous industries. Structured and administered multi-national corporate engagements through project-managed
phases, including: project set-up, review, process, and post-service management support. Authored multi-year
client position papers, proposals and contracts, managed competitive cost structures and maximized revenue
generation. Designed and implemented quarterly dashboard tracking-tool to facilitate strategic business planning,
development, and management of investment budgets, resources, and risks.
Drove 24% ($47MM) company growth by expanding service offering into untapped markets
Delivered over $60MM in economic incentives across portfolio of 15 Fortune 100 companies
Introduced ground-breaking online automation-tools to facilitate airline industry savings; project lead to
acquiring 12 new clients driving over $22MM in client-based engagement revenue
SILVIA C. MELENDEZ
Page 2
1990-1993
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, Illinois
Executive MBA Degree expected May 2013 (70% complete)
2013
1999
ADDITIONAL INFORMATION
Computer Skills: Microsoft Office (Access, Excel, Outlook, PowerPoint, Publisher, & Word); Lotus Notes;
CCH TaxWorks; Lexis-Nexis; RIA; SAP; SQL Server; Oracle databases; Web-Development; HTML
Languages: Spanish (fluent) and French (working knowledge)
Certificate: Project Management, MasterCard Worldwide University, Purchase, NY, 2008
Certificate: Bank Card Management, American Bankers Association, Emory University, Atlanta, GA, 2006
Institute for Professionals in Taxation, Member
Financial Management Association, Member
Beta Alpha Psi, Member
Association of Latin Professionals in Finance and Accounting, Member
National Society of Hispanics MBA
MasterCard Womens Leadership Network-Chair Community Outreach
Recipient of a MasterCard Elite Product Award
Recipient of MasterCard Monthly Employee Awards
Active speaker for General Services Administration-SmartPay Charge Card Program
DENIS MELNIKOV
Russian Federation, 117 418 Moscow
Tsurupy street 8 build.1 app 156
+7(499)120-9213 home
+7(917)525-7869 cell
dvmelnikov@yandex.ru
WORK EXPERIENCE
PETROMIRANDA S.A., Puerto La Cruz, Venezuela
October 2010 Present time
Joint Venture between PDV S.A. (Venezuelan national oil company) and consortium of 5 Russian major oil
companies(including JSC Gazprom Neft) established for development the largest oilfield in Venezuela with
projected total capital investments of US$27 Bn.
Director of finance and administration.
Lead financial, contracting, logistic, procurement functions. Work as a secondee from Russian shareholders
team. Managing staff of 4 direct and 41 indirect reports.
Developed financing strategy for the first stage (period 2010-2013) of project implementation
Prepared zero-based budget for the first stage of project
Introduced a system of control procedures and finance management procedures
JSC GAZPROM NEFT (www.gazprom-neft.ru) Moscow, Russia
April 2009 September 2010
Publicly traded Oil Company with annual revenue US$24Bn and crude oil production 370 mln.bbls.
Finance director in two subsidiary companies dealing with green field projects.
Performed financial reporting, tax compliance, financial management of Cazprom Nefts greenfield exploratory
projects.
Introduced integrated plan of Novoportovskoe oil field development. Justified investment decision at the
Company level (total project capital expenses US$5.5Bn). Secured internal financing for the projects first
stage.
Evaluated upper limit of maximum bonus payment for Trebsa and Titova oil field license bid with help of
development of long-term financial model.
INTEGRA GROUP (www.integra.ru) Moscow, Russia
Public oilfield services company at London Stock Exchange with annual revenue US$1.2Bn.
Integra Geophysics Ltd. Tumen, Russia
October 2007 April 2009
Geophysical division of Integra Group, main activity seismic acquisitions with revenue US$300M and 25%
market share in Russia, total headcount 5500
Frontend services Deputy Managing Director
Run front-end services operations (line clearing, survey, drilling and loading seismic wells) foregoing to data
acquisition process. Managed staff of 2500 reports(including 7 direct reports). Accountable for budget of
US$80M.
Re-modeled business processes via the introduction of process-oriented model of operations that led to
increase in EBITDA by US$10M (20% of initial EBITDA level).
Developed model of reorganization of geophysical business aimed at increasing operational efficiency by
50% through separation front-end services divisions into new business and submitted it with elaborated
business plan for shareholders approval.
Reviewed and managed Health and Safety Environmental standards improvement
Integra Drilling Ltd. Izhevsk, Russia
June 2007 September 2007
Subsidiary company for all drilling and workover activities within Integra Group with revenue $400M and total
headcount 4000.
Executive director
Administrative support (HR, IT, Law, Security) and marketing functions. Managed staff of 6 direct and
40 indirect reports. Budget responsibility of US$2.5M.
Originated merging process of 4 drilling subsidiary companies within Integra group into one company.
Created unified employee motivation system.
Alliance Drilling Company Ltd. Usinsk, Russia
March 2006 June 2007
Drilling subsidiary of Integra group with revenue $100M and total headcount 1300.
Implemented company crisis management program through cost reduction measures by introduction of
materials and spare parts write-offs norms, reevaluation of concluded contracts with further negotiations on
terms of unprofitable contracts, execution of inventory that led to US$4M (50% of initial level) increase in
EBITDA in 2006.
Introduced budgeting, contract assessment, tender process, financial reporting in compliance with
International Financial Reporting Standards, invoicing, assets and inventory securing procedures.
Reorganization of finance, warehouse accounting and procurement functions that has resulted in increasing
overall company profitability rate by 10%.
Formulated new principles of personnel motivation system with defining objectives for each division.
Managed financial and legal due diligences for Integra Groups IPO preparation.
JSC TNK-BP Moscow, Russia
August 2005 January 2006
JV between TNK oil Company and BP plc. with annual crude oil production of 500 mln.bbls.
Head of commercial department in the GAS Stream
Responsible for financial management, risk management, capital projects evaluation, investment decisions
preparation in the Gas Stream. Managed staff of 2 direct reports.
Implemented capital project procedure with introduction of investment projects evaluation system.
Negotiated terms of financing for Verkhnechonskoe oil field (proven reserves 1.6 bn.bbls) with minor
shareholder
YUKOS OIL COMPANY Moscow, Russia
Russian Oil Company, at 2003 the largest market capitalization company in Russia with annual crude oil production of
600 mln.bbls.
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.
Product Acquisitions & Licensing Global & Regional Brand Management Product Pipeline Development
New Product Launches Brand Positioning Market Development Market Research Market Segmentation
Forecasting Pricing & Reimbursement KOL Development & Management Servant Leadership
PROFESSIONAL EXPERIENCE
BAXTER HEALATHCARE, BioScience Division, Deerfield, IL
2008 - Present
Leading global, diverse healthcare company that manufactures recombinant and plasma-based proteins to treat
hemophilia and other bleeding disorders generating over $5 billion in annual sales.
Marketing Integration Leader, BioSurgery Franchise (July 2012 Present)
Serve 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 that complements and expands the Baxter BioSurgery portfolio.
Director of Marketing, BioTherapeutics Immunoglobulin Franchise (20112012)
Promoted to Director to lead 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 deliver brand
and business critical priorities. 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 in franchise P&L. Collaborated with global
marketing team to invigorate and deliver a robust product pipeline. Led and developed a team of seven marketing
professionals. Partnered with Vice President of Sales to influence 140 sales representatives 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 twelve 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.
ETHICON PRODUCTS, a Johnson & Johnson company, Somerville, New Jersey
19972008
Global manufacturer and distributor of sutures, topical skin adhesives, surgical meshes and other products for wound
closure and cardiovascular, plastics and general surgeries with over $2 billion in annual sales.
Worldwide Marketing Director, Somerville, New Jersey (20072008)
Developed and executed strategic marketing and business planning processes that propelled the hernia repair portfolio to
global market leadership by 2010. Leveraged customer insight data and industry trends to develop an innovative product
pipeline, market entry strategies and segment-appropriate products for developed and emerging markets.
Generated $167MM in sales across five regions, a 20.2% increase over PY, by supporting new product launches,
professional education and congressional symposiums.
Developed and launched unique, sustainable and differentiated market position for the first global hernia marketing
brand after market research revealed product-specific branding resulted in undifferentiated messages to targeted
segments.
Created global differentiation marketing campaign that integrated and promoted disease state awareness and
education, product evidence and technology advancements that elevated the standard of healing in hernia repair
procedures.
RESUME
Stephen M. Metro
752 Park Ave.
River Forest, Il 60305
847-312-6389 | steve.metro@uop.com
SUMMARY
A well rounded goal-oriented senior level executive, with significant expertise in business management
and product marketing spanning over a 25+ year career at Honeywell UOP LLC, the worlds leader in
refinery and petrochemical process licensing. Experience includes 5 years of global business
management in UOPs naphtha products business (catalysts), 10 years of process and product line
management for key mechanical equipment, 10 years of commercial analyzer system design and 3 years
of pilot plant and analytical lab operations.
Innovative, strategic thinker who excels in analyzing markets and developing strategies in line with
company growth objectives. Hands-on and experienced with all phases of product development, from
conception to commercialization. Strong team leadership skills and drive to complete projects under
minimal supervision. Excellent communication, analytical and problem-solving skills. Currently enrolled
in Executive MBA program at Kellogg School of Management, Northwestern University.
PROFESSIONAL EXPERIENCE
Honeywell UOP, Des Plaines, Il 60017
Senior Business Manager, UOP Catalysts, Adsorbents, & Specialties (CA&S)- Oct. 2007 to Present
Business manager for UOPs CA&S group. Responsible for management of UOPs Naphtha products
business, $150M in annual revenue. Oversee global staff of ten professionals involved with product line
management, market analysis, and sales support. Direct accountabilities include: P/L responsibility for
the business, sales support, market plans, business cases and direction to R&D for new product
development and manufacturing for capacity expansion, product pricing, strategic and annual operations
plan, strategy setting and implementation, JV interactions, conference planning & papers, marketing, and
competitive analysis.
Major Achievements
Managed global business with intense competition in every segment, maintaining >85% market share
most areas while increasing price. Launched 6 new products over the past 3 years. Built group from my
single role as a product manager to a global staff of ten, covering areas mentioned above.
Product Manager, UOP Catalysts, Adsorbents, and Specialties (CA&S)- Aug. 2004 to Oct. 2007
Product manager for UOPs CA&S group. Responsible for overall product line management, including:
price & profitability analysis/ management, strategic planning, setting production VOLs for annual
operating plan, financial analysis/ reporting, marketing material development, portfolio management,
implementation of market plans, product specifications & resolution of product quality issues, inventory
and product availability, business cases and market assessment for new products, competitive analysis,
MFG trial run approval, and sales support.
Major Achievements:
Managed portfolio of more than 30 products in 4 major segments, ensuring smooth operating supply
chain for approximately $130 M annual in sales. Managed and drove price and share. Maintained first
pass quality >98%. Supported several roles, including sales support and product line management,
managing a large, diverse workload requiring a high level of responsiveness for supply chain
management.
Stephen M. Metro
Product Manager/ Sales Support Specialist, UOP Process Tech. & Equip.- Oct. 2001 to Aug. 2004
Product manager and international sales support for UOPs Process Technology and Equipment group
responsible for acquisition of Sinco SSP polyester upgrading technology. Responsible for proposal
generation, ITB review and clarification, sales pricing, sales strategies, marketing materials, conference
planning & organization, product development, contract preparation/ negotiation, press releases, web site
content, strategic planning, business forecasting/reporting, sales/ sales support, managing customer
relationships, sales training, sold project support, and product line analysis for a $20+M/ year business.
Major Achievements:
Assisted with complete integration of Sinco SSP business (acquisition of Italian engineering and
equipment company) into UOP and successful in selling six projects worldwide per year for four years,
averaging $20M annual revenue.
Product Manager, UOP Key Mechanical Equipment- Sept. 1998 to Sept. 2000
Product Manager for UOP refinery & petrochemical equipment products. Responsible for proposal
generation, pricing, sales strategies, marketing materials, vendor and product development, sold project
support, and product line analysis.
Major Achievements:
Transitioned from technical to business world in this position, mastering six different equipment
technologies and contributing to >$30M/year annual equipment revenue.
Various Technical Positions of Increasing Responsibility- Dec. 1985 to Sept. 1998
1) Dev. Engineer and Coordinator, UOP Process Information & Controls- 10 years
Design, fabrication, testing, and documentation of UOP process analyzers, sample systems, and small
process units. Application engineering for existing and new products. Field commissioning and
troubleshooting. Project coordination. Customer presentations and training.
2) Chemist I, II, UOP Research Center- 3 years
Development, implementation, and maintenance of on-line analytical systems for the Developmental
Research Department (UOP pilot plants). Also 1 year in the Gas Chromatography lab.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Executive Masters of Business Administration, June 2013
NORTHEASTERN ILLINOIS UNIVERSITY, Chicago, IL
Bachelor of Science in Chemistry, April 1986, Deans List with High Honors, GPA: 4.61 / 5.00
ADDITIONAL INFORMATION
Personal: Interests include fitness (weight training, running, yoga), woodworking, home improvement,
music, cooking, etc.
Work: Numerous recognition awards, including US Patent. Several publications, including journals &
technical handbook. Continuous education including Solutions Messaging, Strategic Marketing Program,
Voice of Customer, Pragmatic Marketing, and Six Sigma Green Belt Certification.
Page 2
ABIGAIL W. MEYER
1751 N Artesian Ave, #3
Chicago, IL 60647
p: 1.812.345.3400
e: abbiemeyer@gmail.com
BUSINESS DEVELOPMENT EXECUTIVE
Pharmaceutical Professional with over 11 years experience creating, articulating and connecting growth opportunities
to business initiatives that ultimately impact top and bottom line performance both internally and externally. Strong
communication and networking abilities in addition to excellent technical skills that are proven to deliver strategy to
reality.
Leadership and skills profile includes:
Manufacturing & Outsourcing Expertise
Project Management Professional (PMP)
Executive and Complex Sales
EXPERIENCE
HOSPIRA INC., Lake Forest, IL
2006 - Present
Sr. Business Development Manager, One 2 One Global Pharmaceutical Services (2010 - Present)
Develop new partnerships and strategic alliances with biotechnology and pharmaceutical companies for the development and
manufacture of finish dosage parenteral injectables and devices. Responsible for entire commercial chain from contract
signature to commercial launch.
Top three in sales for business with successful negotiation of development and commercial supply agreements with
commercial revenue forecasts in excess of $89M over the P&L with high double-digit margin profiles.
Leading commercialization plans and teams for three new product launches in the US and Europe in the next twelve
months.
Developed new overall business strategy for One 2 One, managing through concept phase and working on
implantation plan.
Developed strategic selling plan for majority of US east coast and Canada sales base for biologics in pre-filled devices
resulting in long range plan capital and expense commitments.
Expert in technical and operational processes within several key plant operations and ability to link the operations
knowledge base to commercial and development opportunities.
Leading broad cross-functional team through opportunity evaluation for more than 25 programs for business fit,
process requirements, timeframe, and cost for wide range of complex technical drug programs.
Leading and developing a process and team to identify and action innovation to market novel concepts in the three
strategy pillars of Operational Excellence, Customer Service and Market Driven Innovation.
Business Change Manager (2007 - 2010)
Managed multiple cost saving and lean / six sigma improvement projects as well as integration and divestiture activities related
to mergers and acquisitions, while attaining my Project Management Professional accreditation.
Leader in Hospira Global Procurement division (on assignment) and managed multi-year cost savings and process
improvement program:
o Strategic sourcing initiative in indirect & direct procurement resulting in $28M+ dollar cash flow savings in
2009 with 2011 run rate savings of $90M+.
o Facilitated development of category spends analysis, supplier negotiations, and total cost of ownership
program creation as well as employee development training.
o Managed 30+ core team members, 10+ consultants and network of 100+ SMEs globally for project.
Responsible for the assimilation of newly acquired businesses into the effected Hospira business functions.
Experience directly with multiple software companies.
o Plan, resource and orchestrate matrix of functional leads to execute integration efforts across processes,
including organizational design, IT system implementation, sales and marketing, finance while assessing
process improvement opportunities (financial synergies).
o Maintain integration governance, including communication protocol for teams, updates, and escalation of
critical issues.
Abigail Meyer - 2
Led divestiture program for release of medical device product: SedLine. Managed outgoing relationship with new
acquirer as main conduit of essential business practices, metrics, and human resource network.
Led a cross-functional six sigma project to reduce contract pricing discrepancies resulting in a 15% error reduction
with several hundred thousand dollars in savings as well as building value add processes.
Led a cross-functional team to develop labeling standard processes for new generics, which Hospira submits several
dozen dossiers per year to the FDA.
Facilitated creation of sales management and training rollout plan for sales force to integrate HPG GPO contract into
network that included almost 650 hospitals nationwide, which was successfully concluded within a few months of
contract win.
Supported The Joint Commission by creating documentation as well as providing expert opinion in creation of a
Clinical Surveyor robust process improvement skill training toolkit.
2001 - 2006
Hospira Awards Acknowledgements for Performance (Top 10% of employees); Project Fuel Impact
Honorary Sponsor - House of Representatives Bill (H.R. 1553), Extension of Assassinations Records Review
Board, Washington, D.C. (1998)
Languages Basic Speaking; Intermediate Listening & Reading, German; Learning, Portuguese (Brazilian)
Social Service Leading Social Service Committee, many volunteering and fundraising activities supported to date.
Other Travel, Learning, Cycling, Reading, Cooking, Gardening, Music, and Rock Climbing
Ankur Mittal
157 E Gilbert Road, Palatine, IL 60067
amittal@yahoo.com
SUMMARY
A creative, results-oriented, efficient and seasoned technology professional with over 20 years of strategic planning,
business, entrepreneurial and global leadership experience. Ankur is a highly experienced executive who has
demonstrated successful delivery of complex projects and new product development, including talent acquisition and
motivating others on diverse projects. He is an Innovative thinker able to solve relevant industry and business issues
with ability to understand how projects and operations impact corporate financials. He deploys an adaptable and
flexible approach in handling critical situations in fast-growing environments.
EXPERIENCE
Healthior
Founder and Managing Partner
Oakbrook Terrace, IL
Jan 2013 - Present
With the current shift to consumer-driven health care, patients are now responsible for a larger portion of their total
health care payments. It is estimated that physicians receive only fifty cents of every dollar billed to patients after they
leave the office. This result in an industry-wide total of $300 billion lost each year to patient non-payment.
Healthior is a startup that will help physicians practices secures deductible and co-insurance payment at the time of
service therefore eliminating bad debt, reduce error rates while focusing on patient engagement.
Oakbrook Terrace, IL
Dec 2002 Dec 2012
Co-Founded CVM Solutions and sold the business to Altegrity/Kroll in July 2011 and helped the growth of
company to $15MM in revenue
Authored the cloud strategy for CVM, led the discussion of moving the legacy CVM products onto the cloud
platform, and presented it to the CVM Board of Directors
Established all operations at service center in Hyderabad, India, for more than 65 full-time employees
Created and managed an annual budget of $2.5m and capital investments of about $500,000 annually towards
server, licenses etc.
Hired, trained, and supervised talent all across the organization and supervised team of 70, including 60+
professionals in our offshore location; the offshore team accounts for delivering all of the revenue of CVM
Advised President and CEO on management issues and assisted with variety of efforts such as taking the lead on
several key initiatives related to strategic sale of the business, decision to create an offshore delivery team, etc.
Orchestrated product design, testing, and migration of legacy CVMs product to the cloud
Performed financial analysis and due diligence on various development projects
Established and managed the Data Center with 100+ servers that support all of the revenue for CVM
Responsible for managing all the infrastructure of the organization
Secured major partnerships with third party providers, such as Cast Iron, Salesforce, Metacube Software, Experian,
Lexis Nexis, and Bureau Van Dijk
Managed companys product development teams for both software and data products including transition of the
organization to Agile Rapid Application Development Methodology
Oakbrook Terrace, IL
April 1998 Feb 2007
Co-Founded Smart Dimensions and helped the growth of company to $3MM in revenue
Worked as a consultant at Kemper Insurance and Allstate Insurance and grew the accounts to within the Top-5
accounts for Smart Dimensions
Serviced customers such as Starbelly, RiveNet, and others by providing them with the talented resources needed to
execute their business strategies
Managed a total staff of 12 and oversaw $1.5 million in revenue from these accounts
Chicago, IL
July 1997 Sept 1998
Chicago, IL
Feb 1995 June 1997
Worked on one of the largest telecom customers of SEI and was co-located with the team in Birmingham, AL
Helped with the 10x growth in both revenue and headcount for this account
Designed and developed several modules related to the Phone Information Management System (PIMS)
Supported the rollout of PIMS to 9 southern states of BellSouth
Southfield, MI
April 1993 Feb 1995
Worked as a technology consultant for Ford Motor Company in its Powertrain Group
Interviewed Ford Engineers on the needs of their work-request monitoring and processing system
Designed, developed, tested, implemented, and supported a client/server database application to help Ford
engineers manage their work requests
Worked on several DCIs internal assignments, including developing an in-house billing system and employeeinformation management system
EDUCATION
Evanston, IL
Jan 2012 Dec 2013 (expected)
Kalamazoo, MI
August 1991 June 1993
Chennai, India
July 1986 June 1990
ADDITIONAL
US Patent # 6,212,474: System and method for providing route guidance with a navigation application program
Chicago Software Association Technologist of the Year Finalist in 2008
Attended 1-week long Management Development for Entrepreneur (MDE) program offered by UCLA Anderson
School of Management in April 2006
Working as an Intern (Q1 2013) with Shasta Ventures a Menlo Park, CA based early stage venture firm
Worked as an Intern in 1992 and 1993 for Upjohn Company and Unitrac Software located in Kalamazoo, MI
Worked as a Research Assistant for the Department of Computer Science, Western Michigan University in 1992
where I helped design and developed a front-end user interface for a speech recognition project for The National
Institutes of Health using NeXT platform and object-oriented approach.
SAM MORTON
490 South Emerson Street Denver, CO 80209 smorton2@ix.netcom.com (303) 521-0052
Director of Sales equipped to nurture a progressive telecommunication brand message through the
development of marketing strategy that hinges on valued partnerships to foster new sales opportunities.
KEY COMPETENCIES
Lead Generation
Sales Program Strategy
Business Development
Forecasts/Budget Preparation
Sales Channel Development
Market Penetration
Sales Mergers
Project Management
Distribution Center Launches
SUMMARY OF QUALIFICATIONS
Engaged as a talented, trusted senior sales executive, exceeding significant sales hurdles with exceptional
planning of comprehensive marketing strategies; cultivated long-standing, loyal partnerships with enterprise
management, telecom partners, hospitality, and government verticals.
Ranked in the top five of sales organizations for the past 10 consecutive years, achieving Presidents Club
level status four times; excelled in hospitality, government, and enterprise sales organizations; motivated to
leverage successes in a Master of Business Administration program at Northwestern University.
Launched a hospitality start-up growing revenue to $20 million in three years, earning 80% of total sales
within a team of 14; rejuvenated performance in government and enterprise sales organizations, elevating
revenue 20% for 10 consecutive quarters.
Earned $10 million in Cisco and Nortel sales, achieving a top 10% ranking as a branch manager, while
selling a new product line to tier-one carriers.
Produced 60% of the total companys sales revenue for nine months leading to a successful IPO; on-boarded
new distributors and opened new sales channels identified as the vital revenue streams needed to take the
organization public.
Won key endorsement agreements with the Starwood, Hilton, and Hyatt, attaining exclusive marketing
rights to franchisees.
Negotiated master contracts for group purchasing and executable field operations; partnered with directors
of purchasing, legal teams, and IT decision makers to settle terms for PBX, VOIP, cellular, and WAN
services.
Computer Proficiency: MS Excel, Word, & PowerPoint; Salesforce.com; VM ware, Cisco.
PROFESSIONAL EXPERIENCE
VM WARE, DENVER, CO
A software provider specializing in virtualization solutions from the desktop to the datacenter
PARTNER BUSINESS MANAGER COMMERCIAL AND PUBLIC SECTOR
2012-PRESENT
2012-Present
Chosen to build and develop a 20 state Public Sector partner program for VM wares value added resellers.
Achieved 122% of quota in first 6 months and recognized by upper management for immediate success.
2002-2012
A provider of a comprehensive range of wireless communication services to more than 55 million customers.
SALES MANAGER ENTERPRISE & GOVERNMENT
2006-Present
Direct the government and enterprise sales operations with a team of eight reports, generating $20 million in
new sales annually; build relationships to sell a portfolio of wire line, wireless, CPE, and related services.
Manage P&Ls, forecasts, customer and employee retention, new account acquisitions, and sales strategies and
performance with an annual expense budget of $20,000; selected to emphasize business development for new
lines of service prior to commercial availability.
Acknowledged as the top ranked sales branch in the western region for two years; succeeded in reaching 95%
forecasting accuracy for three consecutive fiscal years.
Designed a unique hospitality and enterprise sales program that captured 80% of market share in equipment
and software services.
Targeted public safety agencies and earned $4 million in Cisco sales for the sector by attaining the
manufacturers endorsement of services.
Assemble a direct sales team and cross-departmental support to design comprehensive strategic account
planning; collaborate with client accounts to understand and deliver services based on need.
Additional Sales Awards & Recognition: Presidents Club Award (four times); #1 ranked sales
representative in the hospitality vertical division.
Additional Roles: Sales Manager B2B (2004-2006); National Account Manager (2002-2004).
ELASTIC NETWORKS, San Francisco, CA
1999-2001
A developer of high-speed, broadband communication products for service providers.
SENIOR ACCOUNT MANAGER
Led a sales team transition from Nortel Networks to an independent organization focusing on B2B sales;
piloted a new hospitality division and generated $10 million in new sales with a team of five.
Steered the organizational restructure associated with the Nortel transition, producing $15 million of sales in a
six month period; intricately involved in sales strategy, implementation, and support.
Increased hospitality sales from $1 million to $25+ million in the first six months as an independent sales
team; anchored a market position in Las Vegas hotels, coordinating the areas first broadband deployments.
ADDITIONAL EXPERIENCE
Director of Sales Western Region, Innovation Voice Technologies, San Francisco, CA, 1998-1999
o Developed a western region distribution division for a start-up voice mail manufacturer and opened a
western Canadian distribution division; increased sales by 130%+ in the first six months.
EDUCATION
MASTER OF BUSINESS ADMINISTRATION
NORTHWESTERN UNIVERSITY
Chestnut Hill, MA
2006 to Present
Led all technical and operational elements in the establishment of a contract manufacturer,
allowing for development of a stem cell program that will result in recurring revenues of
more than $1B over a 10 year span.
Led the translation of R&D activities into manufacturing programs.
Led and designed investigations in areas of cell biology, stem cells, and molecular biology,
focusing on relevant areas of blood derived stem cells that could impact in vitro, preclinical,
and clinical areas of interest to Baxter Cellular Therapies program (cardiovascular disease,
autoimmune disease, and oncology).
NORTHWESTERN UNIVERSITY
Evanston, Illinois
2003 to 2006
Founded and led Baxter Women in Science and Engineering (BaxWISE), a cross functional,
cross divisional team dedicated to providing an interactive forum for individuals working in
or interfacing with science and technology.
Board Member and President of the Board for the Montessori School of North Hoffman
Mentor, Illinois Innovation Talent project. Co-led problem-based 6-month learning initiative
with students from Lindblom High School in Chicago. Program selected for state wide
recognition.
Kiran Muglurmath
117 Bruington Court, Morrisville NC 27560
Tel: (919) 601-8590
email: kmuglurmath2012@kellogg.northwestern.edu
SUMMARY
Visionary and goal-oriented executive and technologist with 14 years experience in leading and implementing
business aligned information analysis and management solutions in start-up and turnaround companies in United
States, Europe and Asia. Strong analytical background and team motivator with established record of success in
identifying and implementing technologies that dramatically improve business and operational efficiencies while
maximizing return on investment. Highly skilled in developing technical strategies and directing IT projects from
original concepts through implementation. Over 12 years of hands-on experience as a strategic technology
planner with extensive design, administrative, fiscal and program management. Started multiple companies and
has provided technical leadership to generate worldwide annual sales in excess of $40 million.
EXPERIENCE
FinPoint LLC, Research Triangle Park, NC: CIO (12/01 present)
Chief Information Officer at consulting company that is engaged in providing business intelligence, data
integration, performance engineering and capacity planning services for several corporations in hospitality,
healthcare, pharmaceutical and financial services. Manage offshore engineering teams of over 60 engineers to
deliver several solutions with end-to-end solution delivery and maintenance for client projects.
iBusinessHub, San Jose, California: Vice President, Engineering (7/00 12/01)
Managed engineering team to build services using the SAS business intelligence and analytics products
for iBusinessHub customers
Architect of business process management (BPM) product using web services and middleware, to
integrate legacy systems with enterprise business intelligence platform for orchestrating business
processes.
Co-founder of internet based transaction management company. Company acquired by Fidelity National
Title in 2000.
Architect of online real estate transaction management system, which allows realtors to price, schedule
and order services from inspectors, contractors, escrow companies, title companies, mortgage lenders and
various back end real estate service providers.
Managed 40 member engineering team to build and maintain the technology. In addition to this team,
outsourced a team in India, effectively giving us a 24 hour development cycle.
Managed key client implementations to go live using the reez platform, using a process of gathering
requirements, designing integration with existing systems, managing the development process, set
expectations and deploy final solution.
Infinity Financial Technology, acquired by Sungard Data Systems (NYSE: SDS) , Mountain View,
Managed product development and worldwide product marketing for Foreign Exchange trading system
and trading interface tools. Software written in C++ on Windows NT and different Unix flavors.
FNX Limited, acquired by GL Trade, Melbourne, Australia: Co-Founder, Senior Managing Director
(01/95 03/97)
Set up and managed the Australian branch of FNX Limited. Marketed risk management systems in the
Australia/New Zealand region. Initiated and closed multi-million dollar, global multiple-site sales of front
and back office foreign exchange, interest rate and commodity trading systems, one of them the largest
sale ever by FNX Limited.
Managed sales and technical teams (24 members) at client sites. Got clients to go live on FNX risk
management systems at multiple sites in North America, Europe, Australia and Asia.
FNX Limited, Wayne, PA, USA: Co-Founder Managing Director (12/90 - 01/95)
Head of commodity and interest rate trading systems product development team.
Managed teams (each with a size of 8-10 engineers) building front and back office trading and risk
management systems. Installed completed systems at client sites in North America, Europe and Asia.
Designed and developed advanced risk management tools like zero curve analysis, sensitivity blotters and
multiple simulations.
Set up the London, UK branch of FNX Limited. Managed installation of commodity and interest rate
trading systems at large trading floors in the UK and Europe.
EDUCATION
Kellogg School of Management, Northwestern University, Evanston, IL
Master of Business Administration (expected December 2012).
Temple University, Philadelphia, PA.
Partial coursework for Master of Science, Marketing (08/89 dropped out in 1990 to start a company)
Bangalore University, Bangalore, India.
Bachelor of Computer Science & Engineering. (07/84 - 12/88)
OTHER
U.S.Citizen.
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
STEFAN OKHUYSEN
2620 Pepperdine Pl, Davis, CA 95618, United States of America
Home +1.(310) 806 3950 Mobile +1.(310) 806 3916 E-mail stefanok@gmail.com
WORKING EXPERIENCE
CENTRAL VALLEY FUND CVF CAPITAL PARTNERS (Private Equity and Mezzanine Generalist Fund)
Davis, CA, U.S.A
Associate
Jul 2011 - Current
Highly active on middle market deals, including deal flow (lead on Hispanic), due-diligence, modeling, capital structure and closing
Assistance in the process of raising Central Valley Fund II and actively managing relation with Mexican Government Fund of Funds
Highly involved in portfolio companies operations, working with CEOs and CFOs on efficiency improvement and strategic projects
Led, managed and executed international expansion for portfolio company, opening 1,500+ points of sales in Mexico and Canada
Board of Directors observer on three portfolio companies (energy, manufacturing and logistics), combined revenue of over ~$720M
SOU GROUP LLC (Consumer Goods Imports and Distribution /US-Mexico Business Relations Start-Up)
Los Angeles, CA, U.S.A
Founder and CEO
Sept 2008 Jun 2011
Developed and bootstrapped Company during the credit crunch, achieving in less than two years sales of ~35x initial investment
Successfully secured exclusive distribution rights of highly regarded brands and achieved good acceptance in the US
Developed innovative export strategies for Mexican companies in the building materials and food sectors targeting wholesale markets
BANCO SANTANDER SUISSE (Private Banking/Asset Management)
Geneva, Switzerland
Analyst - Fixed Income, Money Markets, FX and Structured Products Trading Desk /Treasury Assistant
May 2007- Sept 2008
Developed weekly market analysis, research commentaries and product recommendations for Private Bank clients globally
Responsible for all Fixed Income and Structured Product trades on the Geneva trading desk
Treasury analysis, portfolio position balancing and funding requirement fulfillments for the banks own monetary positions
BULLTICK CAPITAL MARKETS LLC (Investment Bank specialized in Latin America)
Mexico City, Mexico
Analyst - Futures, FX and Derivatives Trading
Feb 2006- May 2007
Traded commodity futures and options (metals, energy, agricultural and financial contracts). NFA and NASD Series 3 certified
Traded FX for Mexican corporate clients (spot, forwards, swaps and options) and advised on currency exposure risk limitation
INTERNSHIPS
Simplified government sales procedures and presented results to directors and sales personnel
PRUDENTIAL FINANCIAL (Mutual Funds)
Mexico City, Mexico
Investment Advisor/ Product Promotion Trainee
Feb 2003 Jan 2004
Customer advisory on personal and institutional investments, raised US$1.5 million in less than six months and ranked best trainee
EDUCATION
UCLA
Los Angeles, CA, U.S.A
Business and Management Extension School
Sep 2008 May 2009
Courses on Entrepreneurship and New Venture Formation, Marketing and Sales Promotion for Entrepreneurs and Professional Sales
TEC DE MONTERREY (ITESM)
Real Estate Management Professional Diploma
Specializing in management, financing, sales, valuation and optimal localization of real estate properties
OTHER
Languages: Fluent in verbal and written Spanish and English. Proficient verbal and written French
Humanitarian missions volunteer in the Mexican states of Guerrero and Estado de Mxico
Extensive travel through Asia, Africa, South America, Europe and Oceania
National Waterskiing championship competitor, obtained second place in slalom in the Junior Category
Pastimes: reading, traveling, running and skiing
Eunice Opoku
214 South Oak Creek Lane, Romeoville, IL 60446
630-802-6165
eopoku2013@kellogg.northwestern.edu
PROFESSIONAL PROFILE
Seasoned Marketing & Sales Executive with demonstrated ability to establish marketing programs
internationallyacross 50+ countriesand within the United States to meet corporate profit objectives. Skilled
in identifying differing strategic considerations pertinent across different markets and regions and customizing
programs to suit various identified strategic peculiarities. Able to design and implement change methodologies
using six sigma to improve ROI. Strong leadership skills in recruiting talent and leading teams of divergent
talent pools across different geographic regions. Established network of high-level contacts in the Middle East,
Europe, Africa, the Caribbean Islands, North and South America, and Australia.
EXPERIENCE
AFAM CONCEPT, INC, Chicago, IL
2001 Present
Headquartered in Chicago, IL USA, AFAM Concept is a manufacturer and global leader in the Health &
Beauty Aid industry. AFAMs diverse ranges of products are distributed in specialty stores, food, drug and mass
retail channels internationally and across the United States.
Executive VP of Sales & Marketing (2006 Present)
Responsible for global expansion of untapped markets, growing established brands and developing new product
lines. Established a multi-faceted global distribution network that enhances interactions among our corporate
collaborators to speed up the process of market adoption for new and existing brands. Manage direct reports
managing brands globally and within the U.S.
Developed from scratch 56 untapped markets in 6 different regions of the world, established sales
operational systems, and created integrated strategic marketing plans that resulted in growing and
strengthening international revenues from 0% in 2005 to about 65% in 2011 of the companys total revenue.
Designed and executed tactical go-to market sales plans including geographic sales priorities, projections,
sales quotas, break-even sales quantities and dollars for brands and our multi-channel distribution outlets.
Built and managed a high performing 29-member global sales team. Developed a unified training program
for 20 international field representatives to improve customer focus resulting in a 60% reduction in customer
complaints and increasing personnel retention by 33% vs. the national corporate average of 25%.
Managed annual marketing operations and sales budget of over $3M, spending efficiently to realize savings
on the budget by leveraging existing business relationships to negotiate advertising purchases and reviewed
budget variance reports.
Researched strategic market considerations necessary to launch existing brands in various African countries,
creating dominant shelf space and strong market perception with regular TV, radio and magazine coverage,
resulting in sales from the Africa region of $10M+ over the past 5 years.
Led sales negotiations and product placement campaign which saw UK supermarket giant ASDA launch 15
AFAM-brand items on its shelves.
Contracted the services of CBS UK to launch bill boards and transit advertising campaign in London city to
increase brand visibility, customer base, and pull through sales at ASDA and other beauty outlets.
Worked with the Mahmood Saeed group in Saudi Arabia with branches in Kuwait, Qatar and the United
Arab Emirates, to market and retail AFAM products in all 76 of its branded stores.
Achieved compliance with foreign policy trade regulations and differing accreditation requirements across
the European Union, Saudi Arabia (SASO), Egypt, Israel and Panama.
Established strategic alliance with the Bryden retail chain and ANSA McAL Group in the Caribbean Islands
to extend their health and beauty category across 5 Caricom Islands: St Lucia, St Vincents, Antigua,
Guyana, and Barbados and designed a SKU rationalization system to reduce inventory carrying cost.
Spearheaded the companys Social Media Optimization drive, implementing a web-based retail shop and
mail order channels which now represents 6% of the companys revenue in the drives third year of
operation.
Strategically re-positioned brand as multi-textural and multi-cultural, and tapped into the previously
untapped domestic Latino-demographic market, which paved the way for easier traction in the South
American market.
Implemented strategies to prevent parallel importation and pirating of product secrets.
Utilized syndicated data in data-mining analytics to assess the impact of sales promotion initiatives.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL, USA
Executive MBA, degree anticipated June 2013
SCHOOL OF BUSINESS ADMINISTRATION, UNIVERSITY OF GHANA LEGON, Accra, Ghana
BA in Marketing and Psychology, 2001
ADDITIONAL INFORMATION
ENGAGE|ADKNOWLEDGE
1999 - 2001
Sr. Engineer (1999-2001), Project Manager (2001)
Managed $1M budget across QA and delivery organizations; drove $2M technology-integration
effort.
WINDRIVER SYSTEMS
Software Engineer (1997-1998), Sr. Engineer (1998-1999)
Promoted to Sr. Engineer in 1 year, 3x faster than average; led $250K R&D lab.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY
Executive MBA, Degree Expected, June 2013
1997 - 1999
Evanston, IL
Waltair, India
1990 - 1994
CARLOS PARET
1531 W Glenlake Ave
Chicago, IL 60660
773-575-2577
cparet2013@kellogg.northwestern.edu
PROFILE
Top-performing leader with +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
Kellogg School of Management, Northwestern University, Executive MBA, degree completion June, 2013
Aurora University. Double Major: BA Economics and BA Sociology
EXPERIENCE
ABBOTT
2006 - current
A $21.5B diversified, global health care company devoted to the discovery, development, manufacture and
marketing of nutritional products, medical products and branded generic pharmaceuticals.
Global Franchise Manager, Oncology - Abbott Molecular
2012 - current
Direct all global strategic programs for PathVysion HER2, Abbotts flagship companion diagnostic
Steward for Womens health (breast), gastric and colorectal franchises, including biomarker identification
Expand global portfolio of >$25M (65% US) and identify increased margin opportunities and new indications
Influence area teams commercialization strategies for future assays: KRAS, BRAF, cKIT, TOP2A, PTEN
Strengthen collaborations with GSK, Genentech, Pfizer and other biotech and pharmaceutical companies
Latin America, 5-5 FAST Lead; accelerate top 5 FISH assays throughout top 5 countries
Senior Product Manager, Oncology - Abbott Molecular
2010 - 2012
2011 Global Marketing Team of the Year, Award and Recognition
Defined, developed, and renovated global marketing strategies, including product positioning and
differentiation; influenced area teams sales planning and tactical execution
Strengthened product development/innovation cycles: non-small cell lung cancer and melanoma
Key Opinion Leader KOL identification, collaborations, and advisory boards with Scientific Affairs managers
Brand strategist: biomarker and companion diagnostics CDx assay co-development / patient stratification
IVD cross-platform commercialization in FISH, RT-PCR (DNA & RNA), and Sanger sequencing
Brand Manager Abbott Nutrition International
2008
Honored with Abbotts Presidential Award for Outstanding Performance in 2007
Expanded both EAS and ZonePerfect (Nutritional Snack Bars) products in high growth international markets:
Brazil, China, Japan, Mexico, Canada, Russia, Australia and New Zealand
Product innovation leader: delivered market data flavors, ingredients, packaging, line extensions
Saved over $200K by utilizing U.S. creative, programs, and website content for affiliates
Analyzed market research and led cross-functional teams with R&D, Supply Chain, and Regulatory to
identify regional formulations; consulted with trademark on proprietary ingredients cross-border branding
2012
2012 2013
2012
2011 2012
2011 2012
2007 2011
1996 2004
2011 Present
2011 2012
2008 2011
Ren Parson
hannahcom@msn.com
384 Comstock Drive
Elgin, IL 60124
Home: 847-841-8966
Cell: 312-772-0100
PROFESSIONAL SUMMARY
General Manager Executive with over 20 years experience in the wireless industry focused in the area of new market launches,
expansions/ turnarounds, sales and marketing. Strong leadership skills in the management of multi-market, multi-state teams
to achieve outstanding P&L results. Core leadership qualifications:
EXPERIENCE
CRICKET COMMUNICATIONS, Memphis, TN and Chicago, IL
2006 2011
Regional General Manager, Chicago/Wisconsin/Northwest Indiana (2007 2011)
Relocated to Chicago to co-manage the companys largest launch into the Chicagoland/NW Indiana Market covering 9.9M
Pops at the time of launch. Developed and executed a distribution strategy to open ~600 Indirect and 26 company owned
stores. The market went to a channelized structure in 2009 and my area of responsibility grew to overseeing all Direct in
Chicago and all distribution and market P&L in Wisconsin. Led a team of three Directors, one administrative staff and 223
sales associates.
Exceeded market key sales/operating metrics in the area of Operating Income at $4.2M favorable to target.
Achieved market penetration and churn objectives by establishing a culture of success in a declining economy.
Collaborated with key business partners within the organization to maintain a key objective where customer service,
retention and sales growth were used synonymously to improve profitability.
Selected to participate in the Executive Mastering Business Acumen, a course designed for hi-potential employees
positioned for growth within the organization.
Selected to act as the region lead in the absence of an Area Vice President. Oversaw the implementation of market
communication, local contact for JV partnership and project planning/execution.
Initiated new pricing/Dealer compensation strategy in conjunction with corporate team to reduce churn and improve
ARPU. Achieved @ 4.6% favorable to voice FBNP target.
Area General Manager, Memphis, TN (2006- 2007)
Managed the sales and marketing operations for the Direct and Indirect distribution channels. Brought on to turn around market
underperformance due to low market morale and collaboration of vision and purpose.
Recognized as the market with the highest Gross Adds/10K covered pops. Exceeded churn and CPGA targets.
Received East Region top market KPI award for Q1/07 results.
Developed and executed customer retention strategy.
Recognized as the companys highest penetrated market.
Created a strategic business model focused on expanding outside of the Cricket core demographic to grow revenue and
increase subscriber base. First market awarded funding for additional 21 sites through the Rocky Mountain High project.
Led company in Jump/pre-paid performance @ 33% of total net Jump subscribers.
Created local market Leadership Academy with focus on Appreciative Inquiry and Servant Leadership.
Selected to Co-chair companys Diversity & Inclusion Council.
Identified as hi-potential employee to participate in the Center for Creative Leadership program
US CELLULAR, Omaha, NE
2003 - 2006
Director of Sales
Led the launch of services into the Omaha/Lincoln, St. Joe, MO and SW Iowa communities. Directed the local market
transition of Alltel in Western Kansas and Nebraska.
Exceeded launch post paid YOY subscriber growth by 12%.
Implemented and executed a customer retention campaign resulting in a market churn average of 2%.
Achieved 118% of operating income for FY04. Ranked the highest in the Central Region.
Co-led the companys Agent Advisory Council.
Developed the Nebraska Leadership Academy- became a best practice throughout the organization.
Received company Dynamic Leadership Award based upon Employee Satisfaction Survey.
1993 - 1996
1991 - 1993
1989 - 1991
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Executive MBA, degree expected December 2013
UNIVERSITY OF KANSAS, SCHOOL OF JOURNALISM
BS Journalism, 1988
ADDITIONAL INFORMATION
GREGORY J. PASTOR
1701 Kilburn Road N
Rochester Hills, MI 48306-3033
m: 248-318-5661, h: 248-650-4958
gpastor2012@kellogg.northwestern.edu
SUMMARY
Self-motivated, centered, imaginative professional passionate about systemic impact where it is needed most. Deep
thinker capable of considering broad aspects without undermining key details. Proven, genuine team builder,
energizing others latent talents and aspirations within a resourceful and diverse network. Tactically brave, patient,
savvy, and effective handler of complex and/or sensitive tasks equally effective within order or chaos. Demonstrated
ability to drive operational results while migrating or reinventing teams toward higher overall capability.
EXPERIENCE
AutoForm Engineering USA
Troy, MI
2009 Present
AutoForm is a privately-owned Swiss company serving the global automobile industry with metal forming simulation
software, enjoying strong market dominance while currently employing less than 250 worldwide.
Responsible for four OEM accounts in addition to university and supplier account business development,
retention and establishment of technical partnerships (1 of 3 covering US and Canada)
Responsible for sales and execution of service projects within North America market including technical
projects, engineering, business process assessment and operational improvement
Appointed by COO to support US office leadership transition; worked with general manager, sales manager,
and technical account manager to manage P&L, customers, office relocation and policy deployment
NAVEX Global
Lake Oswego, OR
2012 - Present
Developing a consolidated method to calculate pricing and build quotations; seamlessly integrated with
Salesforce CRM; initiated after NAVEX acquired several other companies; in use by all sales teams
Communicating remotely with VP Technical Services and staff on time-sensitive project; creating and refining
user interface (UI)
Wildfire Innovation
Ann Arbor, MI
Managing Member
2009 Present
Immersed into start-up culture around University of Michigan (Member: SPARK Incubator, NEF, MEDC)
Planned and performed background research for own business concept while assisting others with operational
planning and business development (ongoing)
Chrysler / DaimlerChrysler
Auburn Hills, MI
2003 2008
Annual operating budget: $20m, decision impact $50-80m; Subassembly and Materials added in 2006
Responsible for 112 people 11 teams, 16 managers (7 direct), 9 contract, 86 engineers & scientists
Operational responsibility for all new model stamping and sub-assembly weld systems engineering and
standards supporting 3 platforms, 14+ program managers, 16+ new models, 7 plants
Lead program to modernize CAD/CAE methods and expand expertise; 25%+ cost improvement
Lead and mentored 12+ cross-functional technical innovation projects aimed at enhancing existing methods or
developing new core capabilities with focus on successful integration into operations
Re-engineered and managed processes and information systems for materials cost reduction initiatives; $700m
buy volume, 15% lead-time reduction, ~$25m annual savings
Planned, designed, supported re-organization of 500+ people to focus on early feasibility, collaborative
engineering, and customer feedback; responsible for IT support team during deployment
Rolled out three-year operational strategy planning and tracking system throughout organization and worked
with manufacturing executives to read across business unit
Captive venture benchmarking onsite within Silicon Valley (Stanford University, Google, Facebook, IDEO,
Seagate, Yahoo!, Menlo Ventures, Bell Mason Group, Sling Media, Immersion,)
Supported large-scale revision of standards to reduce tooling investment cost by over 50% in 3 years
Developed in-house workload tracking tool, specs; deployed with IT and business planning group
International business exposure and travel in Europe, Asia, and North America
Marysville, OH
1995 2003
Annual operating budget: $2.5m, decision impact $10-20m; after two promotions
Responsible for 14 people 2 teams, 1 co-leader, 1 supervisor, 11 engineers
Created metal forming engineering department after a 3-month assignment at headquarters in Japan
Reduced rework cost of major stampings by over 30% by integrating computer-aided engineering
Developed standard design procedures for structural engineering of class A stamping tools
Developed and integrated workload planning and manufacturing feedback system
Designed and supported manufacturing of several varieties of metal stamping tools
3D modeling and metal forming simulation for major outer body steel components of automobiles
EDUCATION
Kellogg School of Management, Northwestern University
Evanston, IL
MBA
2012
Global Initiatives in Management topical elective project abroad (Brazil, Chile)
West Lafayette, IN
Life Member: Purdue Alumni Association; chair of Scholarship and High School Recruiting Committee for
southeast Michigan chapter (2007 2009); Pi Tau Sigma honorary
NOTES
1994
Featured speaker at three automotive body design / manufacturing industry events (2005, 2007, 2012)
Mentor / advisor for senior managers transitioning from large to small businesses (2011 Present)
Industrial advisor / sponsor for engineering Ph D candidate 2010, on casting structures optimization
Other interests: fitness, piano, racquetball, mountain biking, nature photography, hunting / shooting, golf
Managed and produced all public relations and marketing activities for Milwaukee Irish Fest, including
strategy, promotions, collateral materials, media pitches, ad placement and copywriting, generating record
festival attendance; eight Pinnacle awards from the International Festival and Events Association and a
record number of local, regional and national media hits. (2003-2005)
Managed and executed an ongoing media campaign to place print and broadcast stories in local outlets
promoting Milwaukee Municipal Court judges and community outreach programs. (2002-2007)
Placed more than 50 editorials and news stories in Wisconsin media outlets promoting the National
Womens Law Center report, Tools of the Trade: Using the Law to Address Sex Segregation in High
School Career & Technical Education in Wisconsin. (2007)
Created a statewide media advocacy toolkit teaching directors of small womens agencies to promote their
work using the Status of Women in Wisconsin Report for the Womens Fund of the Greater Milwaukee
Foundation. (2000)
Fundraising and Nonprofit Management:
Served as primary consultant facilitating major gifts campaign for the University of WisconsinMilwaukees Helen Bader School for Nonprofit Management. Led strategy, grant writing, event planning
and production of collateral materials. (2005-2007)
Served as interim program director for Emerge Wisconsin, a 6-month training program for women political
candidates seeking elected office for the first time. Responsible for recruitment, public relations, budget
administration and meeting planning. (2007)
Served as interim director of Womens Choice PAC. Responsible for fundraising, communication, event
planning, volunteer management and budget administration. (2005-2006)
Wrote, compiled and promoted Picture Milwaukee Places, an online scrapbook of citizens favorite places for
the City of Milwaukee. (2002)
Submitted successfully funded proposals for public and private funding on behalf of nonprofit and
government agencies, including Milwaukee County; Planned Parenthood of Wisconsin; the University
of Wisconsin-Milwaukee, Divine Savior Holy Angels High School and the Greater Milwaukee
Foundation. (2000-2009)
Writing Services:
Penned feature stories for a variety of publications, including the Cleveland Plain Dealer; the Chicago
Herald; the Business Journal Serving Greater Milwaukee; OnMilwaukee.com; the Milwaukee Journal
Sentinel; M Magazine; and usatoday.com. (2000-2009)
Wrote 14-story series exploring Milwaukee history for permanent directional kiosks installed along the
Milwaukee River by the Milwaukee Riverwalk District. (2005)
Wrote attorney biographies, web site copy, ad copy, case studies, newsletter copy and award nominations
for Foley and Lardner LLC. (2003)
Special Events & Communication Specialist
Womens Fund of the Greater Milwaukee Foundation __
____________________________ 1997-1999
Managed all special events, public relations and marketing for a $2 million endowment-based charitable fund,
including fundraising and cultivation events for groups of 10 to 1,000 people generating 90 percent of agency
operating budget. Acted as Public Information Officer for Fund. Wrote, edited and supervised production and
distribution of all promotion materials. Administered event and communication budgets. Conducted development
research, solicited funds and wrote proposals. Cultivated and coordinated donor and volunteer relations. Maintained
development database. Reviewed grant proposals, conducted site visits, assisted with outcome-based evaluations.
Project Manager
Second Harvest Food Bank of Wisconsin
______________
1995-1997
Developed and managed Home Cupboard (now called Evoco LLC) a profitable food-distribution program for families
and older adults. Wrote, negotiated and maintained programs first $160,000 contract with Milwaukee County. Wrote
grants, administered budget, conducted focus groups, managed workers, generated media coverage and marketed
program to individuals, healthcare organizations and government agencies. Program spun off a for-profit venture,
attracted agencys first $1 million donor and secured national fellowship for agency director.
Marketing Assistant
Business Journal Serving Greater Milwaukee ____________________________________________ 1994-1995
Assisted marketing staff in promotional campaigns, special events and trade shows. Coordinated corporate
subscription sales. Edited and wrote copy for company newsletter. Prepared, mailed and maintained bills for all
subscribers and newsstand vendors. Coordinated single copy sales.
EDUCATION
MBA, Kellogg School of Management, Northwestern University, Evanston, IL
Expected: November, 2013
Bachelor of Arts in Journalism, Marquette University, Milwaukee, WI
December, 1995
PROFESSIONAL ASSOCIATIONS
Member, PRSA, 2008-present
Member, Donors Forum of Wisconsin, 2000-present
Graduate, Milwaukee Forum, 2006
Graduate, Future Milwaukee, 1999
COMMUNITY ACTIVITIES
Big Sister, 1995-present
Girl Scouts of Southeast Wisconsin Nominating Committee 2010-present
Milwaukee Riverwalk District Board of Directors, 2010-present
Planned Parenthood Board of Directors, 2009-present
Womens Fund of Greater Milwaukee Grants Advisory Committee, 2004-present
Milwaukee Art Museum Grape Lakes Festival Public Relations Chair, 2005
Wisconsin AIDS Fund Absolutely the Best Party Public Relations Chair, 2001
Dedicated and versatile finance professional with over nine years of experience in leading budgeting, planning
and forecasting processes. Possess large spectrum of experience in corporate finance, public accounting and
comprehensive management reports.
Key Areas of Expertise:
Financial Analysis
Financial Modeling
Forecasting
Cost Reduction
Internal Audit
Budgeting
Cost Analysis
FASB
SAP
Process Improvements
Technology integration
Technology Skill Set: MS Office (Word, Excel, PowerPoint, and Access), SAP, Sun Systems, and Cognos.
PROFESSIONAL EXPERIENCE
Leesar Inc., Lehigh Acres, FL
05/2008 to Present
Director of Accounting
12/2009 to Present
Responsibilities
Support business decision making on a wide variety of operational matters through fact based analyses,
financial modeling and monitoring operational performance.
Responsible for regular analysis and reporting of key performance metrics.
Providing analysis and reporting on actual performance metrics versus budget/forecast and suggesting
corrective action to improve efficiency and financial performance.
Monthly financial close and financial performance reporting to CFO.
Assist with the establishment of tax policies and procedures to assure compliance with tax law and
regulations.
Selected Accomplishments:
Developed and implemented highly effective vendor payments via purchasing card program that
improved cash flow efficiencies and increased companys incentives under the program by $600k.
Implemented new billing system for Fleet and Courier Service Department which has increased revenue
by 60% over a span of two years and became a profit center for the first time.
Designed and implemented budgeting software fostering a collaborative environment that provided better
analysis tool and improved individual accountability.
Reduced monthly closing cycle by three days through process improvements.
Internal Auditor
5/2008 to 12/2009
Responsibilities
Work with 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.
Benchmark business processes against leading practices and develop an extensive listing of potential
internal controls for implementation.
Page 2
Selected Accomplishments:
Provided solutions that positively impacted the bottom line. Assessed and managed risk, and made
recommendations on improving internal controls.
Successfully coordinated with external auditors and ensured effective and early completion of external audit.
Shell India Marketing Pvt. Ltd., Bangalore, India
Supply and Distribution Financial Analyst
01/2007- 12/2007
Responsibilities
Coordination and preparation of all financial reporting, as well as managing of the annual targets and
resources (T&R) process for Supply and Distribution.
Preparations of monthly and quarterly financial business results with particular focus on providing quality
analysis and follow up as well as assist management with identifying business improvement opportunities
and tools to evaluate new investments.
Prepare and analyze all new product proposals to ensure NPV and IRR's are achieved. Reviewing processes
for margin improvements.
Responsible for Working Capital management and Asset management.
Selected Accomplishments:
Successfully designed and implemented an inventory control module that helped integrate inventory
movements between oil refineries, terminals and retail locations
Revamped G/L, financial systems, reports and schedules to improve forecast precision and standardize
reporting procedures.
PricewaterhouseCoopers, New Delhi, India
Associate
08/2002- 01/2007
Responsibilities
The nature of job involved performing and managing 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.
Handling critical areas of audit, motivating and encouraging Team members, acting as an anchoring person
among Clients, Partner, and Manager and Team members.
Advising Clients in effective Internal Control Procedures in the normal process of Accounting Functions &
updating 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:
Successfully led the team in the integration and migration of a major electronics giants ERP to SAP.
Part of the team that was involved in the successful de-merger of a major electronics company.
EDUCATION
Executive Masters of Business Administration (EMBA): Kellogg School of Management (Expected
Completion December2013)
Bachelor of Science in Accounting/Commerce: University of Delhi, India
Chartered Accountant (CA): ICAI, India
Certified Public Accountant (CPA): State of Colorado
Piotr Pojedynek
2221 West Dallas Street, Apt 414
Houston, Texas 77019
Tel: (+1) 832 421 21 62
E-mail: piotrpojedynek@gmail.com
SUMMARY
Deeply accomplished marketing & branding professional with over 15 years of experience working for large
global companies, with a consistent track record of driving return on investment and groundbreaking marketing
programs. Strong and consistent track record in all areas of traditional marketing coupled with knowledge of
social media. Legal alien authorized to work in United States and European Union.
EDUCATION
Kellogg School of Management, Northwestern University, Miami, FL/Evanston, IL
MBA, degree expected March 2013
Higher School of Business & Administration, Warsaw, Poland
Masters Degree - Major: Economics & Marketing, 1995
Bachelor Degree - National Administration, Specialization in Foreign Services, 1991
EXPERIENCE
GE Energy - Dresser Inc., Houston TX , USA
2008 - Present
Global Marketing Communications Manager
Driving revenue growth and geographic expansion for Consolidated Pressure Relief Valves and Masoneilan
Control Valves and Instrumentation product lines through development and implementation of the global
marketing communications strategy and tactics and leadership of the global team.
Managed implementation of worldwide corporate rebranding and positioning
Streamlined global product launch process, resulting in 25% savings corporate-wide
Oversee strategic planning, sales support, public relations, messaging & positioning, market analysis
and go-to-market strategies.
GE Energy Wayne Business, Malm, Sweden
2006 - 2008
Marketing Manager EMEA
Led the marketing strategy, branding, positioning and promotion of the company and its products Fuel
Dispensers, Payment Processing Terminals, Control and Point-of-Sale Systems via integrated marketing
communication tactics.
Created and managed ongoing marketing programs and tools
Created and implemented EMEA marketing communication strategy and tactics
Determined the brand touch points for EMEA markets
Suzuki Motors Europe, Poland/Germany
2002-2006
Product Development Manager - Responsible for developing, maintaining and enhancing car division
products. In partnership with colleagues in Product Marketing, was gathering and prioritizing product and
customer requirements. Created the Product Requirements Document (PRD), and worked closely with technical
and operations teams to ensure successful product launches. In addition, responsible for maintaining and
ADDITIONAL INFORMATION
Languages: English and Russian, working knowledge of German, native Polish speaker
Hobbies and interests: Running, tennis, diving, cooking
Scott E. Porter
709 Spaulding Farm Rd., Greenville, SC 29615
864-676-9255 (h): / 864-676-9255 (m): / E-mail: sporter@ghs.org
SUMMARY
Accomplished surgical professional with over 7 years of surgical experience including 4 years in one of the
most blighted states in the country. This experience includes beginning two practices in two different states
from the ground up and developing all aspects of marketing and communications to promote my surgical
services to the medical and lay communities in each state. Additionally, I am the president of newly created
not-for-profit that has as its missions bringing together diverse and unique individuals from all areas of the
region that I serve into a virtual forum or support group to provide emotional bedrocks for a very tumultuous
time in many patients lives and raising money for the sole purpose of assisting cancer patients with meeting
their daily fiduciary responsibilities.
PROFESSIONAL EXPERIENCE
Associate Professor, Division of Orthopaedic Oncology, Department of Orthopaedic Surgery, Greenville
Hospital System, University Medical Center, Greenville, SC (2009 present)
The Greenville Hospital System is a 1,500-bed system and is the largest healthcare deliverer in the state.
Duties included the development and maintenance of the orthopaedic surgical section that is charged with
caring for patients that have musculoskeletal malignancies as part of a larger multidisciplinary team of
oncologists. In addition to performing the technically challenging surgeries required to remove malignancies
from patients, tasks also include the coordination of care with other specialists, advocating on behalf of
patients in a $1.5 billion organization, grief counseling and general community outreach.
Assistant Professor, Department of Orthopaedic Surgery and Rehabilitation, University of Mississippi
Medical Center, Jackson, MS (2005 2009)
Duties included beginning an orthopaedic surgical oncology program where none previously existed. As
such, community outreach was a cornerstone of the philosophy. Mississippi is perennially the poorest state in
the country with a population that harbors a mistrust of the medical establishment. A critical role was as an
ambassador for medical subspecialists and our role in disease treatment among the larger medical team.
Surgical Fellow, University of Chicago Section of Orthopaedic Surgery, Department of Surgery, Chicago,
IL (2004 2005)
As a fellow in one of the oldest and most prestigious musculoskeletal oncologic fellowships in the country,
duties included the coordination of care for individual patients between the vast interdisciplinary oncology
teams at the University of Chicago. Additionally, the fellow is tasked with maintaining the 20(+) year old
patient database that is the cornerstone of fellow education.
OTHER EXPERIENCE
President, Sarcoma Warriors of the Upstate, Greenville, SC (2010 Present)
Founding president of an ever expanding not for profit that has two missions. The first is as an ambassador
for cancer patients receiving treatment in South Carolina as well as treatment out of the state. The second
mission is in raising money to support the non-medical financial responsibilities that patients must continue
to meet while they are receiving their cancer treatment. As president, I act in the capacity of the chief
fundraiser, the chief financial officer, and the chief executive officer.
Fellow, Liberty Fellowship, Aspen Global Leadership Network, Aspen, CO (2010 Present)
The Liberty Fellowship brings a dynamic mix of South Carolina leaders together those who represent the
broadest spectrum of political, social and geographic realms to collaborate around a shared value. It is a
part of the Aspen Global Leadership Network (AGLN), an organization comprised of highly successful
South Carolina State Medical License #25906 (June 24, 2009 Present)
American Board of Orthopaedic Surgery (July 13, 2007 Present)
Porter SE, et al. Biomechanical Analysis Comparing Titanium Elastic Nails with Locked Plating in
two Simulated Pediatric Femur Fracture Models. J Ped Ortho. 2012 (accepted for publication, 2011)
Porter SE. Catenacci VA. Office and Hospital Special Needs. Orthop Clin N Am 2011;42:1-9.
Porter SE, et al. Acetabular Fracture Reductions in the Obese. J Ortho Trauma. 2011;25:371-77.
Porter SE, et al. Is Obesity Protective Against Wound Healing Complications in Pilon Surgery? Soft
Tissue Envelope and Pilon Fractures in the Obese. Orthopedics 2010; 33(8); 555.
Porter SE, et al. A Novel Way to Prevent Lost Scalpel Blades During Percutaneous Placement of
Iliosacral Screw. J Ortho Trauma. 2010;24:194-196.
ARTI B. PULLINS
3342 N Southport Avenue. Unit #1, Chicago, IL 60657
Cell: 313-520-1505
apullins2013@kellogg.northwestern.edu
Branding
SEO/Paid Search
Product Alignment
New Business Development
Mobil Strategy
Ecommerce
Vendor Negotiations
Strategic Partners / Alliances
Product Development
Business Development
M&A
Market Expansion / Sales
Major Account Management
Social Media Strategy
PROFESSIONAL EXPERIENCE
CareerBuilder.com, Chicago, IL
2004 - Present
Global leader in on-line human capital solutions, headquartered in Chicago, IL providing companies access to talent,
through innovation, unparalleled technology delivered at every touch point
Head of Global Sales & Business Development, 2011 - Current
Head of Global Sales and Marketing strategy, where by delivering CareerBuilders unique offerings through on-line
& offline marketing channels, affiliate domestic and global partnership programs, analytical data gathering and site
traffic evaluation, relating it all back to bottom line P&L growth. Continual focus on global business growth and
development through sales, product and process recommendations and implementations and creating buy-in and
strong relationships within multiple sales divisions internally. Work and communicate directly with CEO and
Presidents within the company.
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.
Increased new customer acquisition by 36% through online marketing, by using SEO, display advertising, social
media, and email, mobile and strategic marketing partnerships.
Researched and developed new product lines for domestic and emerging markets by focusing on a core customer
base, and in turn increasing new product line revenue by 29% in year one.
Create and test product, pricing and promotional strategies by working closely with multiple internal teams and
new business acquisitions.
Weekly analysis of marketing campaign effectiveness, based on results, sharing and developing growth plans for
revenue increase to internal & external business owners.
Work across 15 different internal business units to create & enhance innovative product solutions in addition to
identifying and nurturing strategic partnerships to drive revenue growth.
Managing key partnership programs, while identifying advertising, marketing, social and mobile avenues to
generate revenue.
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
2002 2003
US Citizen
Extensive international and cross cultural integration experience with European and Asian cultures
Completed Leadership Development Series offered within CareerBuilder Organization.
Completed Speak Easy program; focused on Public and business speaking events
Speak fluent Hindi and Punjabi
Humberto Rico
8231 NW 201 Street, Miami, FL 33015
Home: 3056406288 - Cell: 7862515064 : hrico2013@kellogg.northwestern.edu
Executive Profile
Telecommunications executive with company oversight, committed to cost-effective management of resources and
quality performance. Builds and retains high performance teams by hiring, developing and motivating skilled
professionals. Demonstrated ability to deliver mission-critical results working closely with commercial executives to
deliver highly attractive and marketable services and products.
Skill Highlights
Project management
Leadership/communication skills
Business operations organization
Financial project valuation
New products/services design
Budgeting expertise
Negotiations expert
Client account management
Strategic Planning
Core Accomplishments
Team building:
Launched well-received program of professional development courses for all technical/engineering staff.
Retention increased from 1 1/2 years to more than 5 years.
Operations Management:
Designed efficient operation processes which decreased cost 25% and increased efficiency 35%.
Products design and deployment:
Professional Experience
Vice President Voice Services
February 2006 to Current
Cima Telecom Miami, FL
Test/Field Engineer
February 2001 to December 2001
Lucent Technologies Hyannis, Massachusetts
Support Engineer
April 1999 to February 2001
Transit Networks New York, NY
Support Engineer
June 1997 to April 1999
Intec S.A. Bogota - New York
Education
Kellogg School of Business - Northwestern University 2013
Evanston, Illinois, USA
Business Administration
MBA
Expected Graduation - December 2013
Universidad de Los Andes 1996
Bogota Colombia
Electric Engineering
Master of Science
Universidad de Los Andes 1993
Bogota Colombia
Electric Engineering
Bachelor of Science
Alvaro Rojas
19441 Stonebrook St., Weston, FL 33332
(954) 328-9774 | arojas2013@kellogg.northwestern.edu
SUMMARY
Trusted Senior Executive with over 13 years of proven track record in starting-up, managing and developing
businesses in the U.S. and Latin America for global corporations. A strong and decisive leader with experience
in high growth and high risk markets and with significant established relationships and networks across Senior
Management levels in Brazil, Mexico, Colombia, Peru, Chile and the other Latin American markets.
A very well-rounded background of experience and accomplishments as a General Manager for a major
regional business unit as well as for a local operation.
Dynamic and results-driven with proven strength in achieving results through effectively leading crossfunctional and cross-cultural teams.
Visionary leader, skilled in identifying new business growth through successful sales and marketing
strategies.
Fluent in Spanish, English and Portuguese.
Executive MBA degree from Kellogg School of Management, Northwestern University expected in
June, 2013.
AREAS OF EXCELLENCE
Business Development
Strong Networking and
Team work capabilities
Profitability Improvement
EXPERIENCE
RIM|BLACKBERRY, Sunrise, FL (Latin American Headquarters)
2008 - Present
LATAM Sales Director
Developed and implemented the strategic relationship and account plan for America Movil, the largest
family of carriers in Latin America.
Executed business plans with America Movil with annual revenues in excess of USD 900 Million.
Accountable for the Marketing and Operating budgets for 17 markets in Latin America.
Responsible for aligning portfolio, pricing and strategies with other global accounts.
Directed all Sales activities within the Go to Market organization, which included marketing strategies,
distribution, P&L accountability and business operations.
Surpassed forecasted sales for three consecutive years.
Raised America Movil from the fifth to the second largest global customer for RIM.
BRIGHTSTAR CORPORATION, Bogota, Colombia
2002 - 2008
Colombia General Manager (2004 2008)
Selected by the CEO to start-up the local subsidiary in Colombia.
Positioned Brightstar as one of the leading wireless distributors in Colombia, achieving USD 166
Million in sales in the second year of operation.
Managed a team of 120 people working in the commercial, operations, financial and administrative
departments.
Established Brightstar Colombia as the regional hub to supply products to the Andean Region, Central
America and the Caribbean.
1999 - 2002
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Miami, FL/Evanston, IL
Executive Master of Business Administration, June, 2013 (Expected)
PONTIFICIA UNIVERSIDAD JAVERIANA, Bogota, Colombia
Bachelor of Science in Industrial Engineering, 2000
CONTINUING EDUCATION
PABLO ROJAS
5540 SW 69th Place Miami, FL 33155
(786) 546-9601
pablo@pablorojas.com
SAPIENT
Creative Director, Experience Design
October 2011 Present
Miami, FL
2003 2005
2000 2003
VAULTUS
New York, NY
Product Marketing Manager, Vaultus Mobile Platform (VMP)
July 2001 January 2003
Managed online, print, email and event-based campaigns for a complex wireless software platform
Briefed industry analysts at Gartner, Cahners In-Stat and the META Group
IT Consultant
May 2000 July 2001
Assembled and lead a team that designed, built and maintained private-label e-commerce websites
for employees at GE, CSFB, Fidelity Investments and IBM
1999 2000
1998
EDUCATION
George V. Russell, MD
102 Hawthorne Vale, Madison, MS 39157
Telephone: 601-918-1372 / E-mail: george.russell@simplehx.org
SimpleHx Role
Formation Board of Directors
SVP, Network Development
Summary of Experience/Qualification
Accomplished academic orthopaedic trauma surgeon with twenty years of progressively responsible
leadership and senior management positions. Bring broad experience in leading teams in complex,
difficult and challenging aspects of orthopaedic trauma surgery; have personally trained over 50 resident
physicians. Managerial experience has grown to include chairman of an orthopaedic surgery department.
Brings strong managerial, organizational and communications skills and record of achievement in resultsoriented environments. Skilled relationship manager, team builder, supervisor and visionary leader.
Professional Experience
Chairman, Department of Orthopaedic Surgery and Rehabilitation,
University of Mississippi Medical Center, 2013 Present
Responsible for developing departmental strategy, financial performance, faculty development and
resident education for the Department of Orthopaedic Surgery.
Vice-Chairman, Department of Orthopaedic Surgery and Rehabilitation,
University of Mississippi Medical Center, 2011 - 2012
A member of the Department of Orthopaedic Surgery since 2000, was promoted to Vice Chairman in
2011. The department provides tertiary orthopaedic services for the state of Mississippi. The department
has annual revenue of $15 million and 120 employees. In role of Vice-Chairman, serve the department as
direct supervisor to advanced practitioners. Work closely with Chairman for departmental strategy,
financial performance and resident education. Secured over $150,000 in industry sponsored funding for
clinical support. Secured several prestigious research grants.
Medical Director, Department of Orthopaedic Surgery and Rehabilitation,
University of Mississippi Medical Center, 2009 - Present
Work with Chief Quality Officer to identify opportunities for more efficient care of patients. In that role,
reviewed hospital performance data for the department and targeted specific areas for improvement.
Areas of focus included radiographic utilization, laboratory utilization, clinic scheduling, operating room
turnovers, and fostering relationships with nurse managers. Since serving as medical director, the
department has demonstrated a decreased cost footprint while improving patient throughput and quality.
Select achievements: National recognition and invited presentation of our results for improvement and
the actual results accomplished.
AHSUN A. SALEEM
asaleem2013@kellogg.northwestern.edu
22 Supra Court, Princeton NJ 08540
(732) 778-4958
PROFILE
Business professional with extensive management experience and a proven record of accomplishment in strategic
planning, new business concept initiation and implementation, marketing and sales. Technology -industry recognized
business leader who has successfully built profitable organizations and businesses. Outstanding skills in leadership,
collaboration, and developing and European and Asian, cross-functional teams. Additional expertise in establishing strong
partnerships and employing innovative approaches and solutions to emerging and mature businesses.
EXPERIENCE
2006 Present SIMPLEGRID TECHNOLOGY, INC.
PARSIPPANY, NJ
Co-Founder/Chief Executive Officer
Simplegrid provides consulting services in Information Technology (IT) and specializes in Managed IT
Services and Technology Consulting for the legal, financial, and healthcare industries.
Designed and set strategy based on identification of barriers to entry within the industry, key
competitors, and competitive advantages of the management team. Performed five forces analysis and
then leveraged synergies building on firms core competencies.
Responsible for strategic oversight of operations leveraging sales, marketing, technology and finance
to create a unique value proposition that addresses targeted customer needs.
Target and acquire new business while directing overall vision of the firm. Achieved year to year
growth of 10% in market share.
Identified through market analysis new technical practice opportunities to further specialize and
increase marketability of service offerings.
Implemented Managed Services division to adapt to changing market place and introduce new
revenue model. New division generates approximately $1,000,000 of recurring revenue per year.
Develop and implement new strategies to market for various business initiatives to grow revenue and
increase market share.
Led firm to $3 million in revenue in less than 3 yrs and achieved profitability in 2nd year of existence
Built staff from zero to 15 including professional (technical and sales) and administrative.
Responsible for professional staff development across entire firm. Implemented training and
mentoring programs in goal setting of employees to help them navigate their career within the
organization.
Responsible for the recruitment and retention of employees along with performing annual reviews
and salary negotiations.
Currently analyzing potential merger/acquisition target with a Madrid, Spain based firm in order to
expand business operations and technology to the US Market.
Key Accomplishments
Implemented fully-functional system for a financial services start-up based on stated business
initiatives and budget parameters. Collaborated with two consultants and three members of clients
staff. New Systems have enabled client to scale business with minimal financial impact.
Facilitated 33% annual cost savings by selecting, designing, and implementing new Electronic
Medical Records (EMR) system for a leading physician practice in upstate New Jersey.
Assisted a new financial services startup firm with building out technology and processes. Positioned
firm g for capital investment infusion and potential buyouts. Firm has now expanded into the Middle
East and opened a new division within the U.S.
Assisted major amusement park company (Worlds of Discovery) with implementing PCI compliance
within their Amusement Park payment card system. Implementation saved company hundreds of
thousands of dollars in potential fines.
Led team of 20 people to merge two large law firms practices, systems and offices.
Page 2
Ahsun A. Saleem
1999 2006
EDUCATION
2011 2013
KELLOGG SCHOOL OF MANAGEMENT
NORTHWESTERN UNIVERSITY
Masters of Business Administration
Financed degree through full time work.
Degree expected in June 2013.
2009 2010
UNIVERSITY OF PENNSYLVANIA
Executive Masters in Technology Management Penn Engineering
Co-Sponsored by the Wharton School
1994 1999
ADDITIONAL
EVANSTON, IL
PHILADELPHIA, PA
NEW BRUNSWICK, NJ
Interested in world travel, softball, volunteering, golf, tennis, spending time with my family
Languages: English Fluent; Urdu Fluent; Spanish Intermediate; Arabic Beginner
US Citizen
(305) 322-8859
ALFREDO SANTANA
amsantana@gmail.com
Vendor Management
Brand / Product Positioning
Market Research
Demand Generation Activities
Technical Product Knowledge
Secured a $1.2 million contract with Cable & Wireless to sell a telecommunications 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 Illuminat (Trinidad) 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 batch purchases.
Increased sales of Avaya products to Illuminat (Barbados) by 373% to over $500k during 2009. The increase in sales was due to
the strategic account planning that I carried out with the partner to resurrect their sales in telecommunication equipment.
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 and enterprise software. Acquired Tallard Technologies July 2010
Business Development Manager, Central America, Caribbean & US Exports
Initially hired to design and implement strategic marketing and branding plans for Avaya, NICE, Extreme Networks, Polycom and NetApp.
Recently promoted to lead the onboarding and launch of Oracle software products in the Caribbean region and to continue to increase the sales
for the NetApp products in Central America and Caribbean region.
Led cross-functional team that conceived, and ran the first ever Avnet Central America and Caribbean Service Provider Executive
Summit
Supervise the engineering and inside sales teams dedicated to NetApp, as well as directed the account managers to execute the
demand generation activities and sales strategies for the region
Created and implemented the recruitment and development strategy to double our NetApp partners in one quarter
Led cross functional team to close a multi country NetApp opportunity over $1MM
Leader of the multi functional team for on board new brands into the portfolio
Responsible for creating marketing strategies for both NetApp and Oracle brands
Regional Leader for Avnet Global opportunities for Latin America
Responsible for evaluating and recommending new vendors by creating and presenting business growth cases, as well as PnL scenarios
Recognition Awards: Customer Focus by the SVP of Latin America, Teamwork and Accountability by the Regional BDM
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 among other islands
Recruited partners to sell new brands in the region, achieving growth in new market segments
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 and then
expanding the coverage to other countries in South America.
Led cross discipline sales support team to focus on high touch opportunities, by providing product knowledge and positioning
strategies that would secure large scale opportunities
Part of the new brand group, that recommended, created business plans and negotiated new vendor contracts
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Coral Gables, FL
Executive MBA degree expected 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
Study Abroad UNIVERSITY OF MELBOURNE, Australia 1998
Certifications:
Avaya Professional Certifications (Data, Small & Medium Business, Unified Communications)
Polycom Sales (Voice, Video & Infrastructure); Presales (Infrastructure)
Extreme Networks Certified Sales Professional (ECSP) & Certified Design Professional (ECDP)
Salesforce.com Sales Essentials
Training:
Languages:
Edwin B. Savarimuthu
2466 Sagamore Ct, Aurora, IL 60503
Home: 312-546-3652 Cell: 630-346-6094
esavarimuthu2012@kellogg.northwestern.edu
PROFESSIONAL EXPERIENCE
CITADEL, Chicago, IL, USA
2005 - Present
Head of Global and Technical Architecture and Infrastructure Tools, (2007 Present)
Lead three teams with three direct reports and a combined technical staff of 12.
Technical Architecture team: responsible for many enterprise services such as MQ, Apache web
servers, Agile Development tools, ClearCase and License Management. This team also manages
Citadels technology complexity and is responsible for evaluating and bringing in new technologies,
which might benefit Citadels businesses.
Global Architecture team: responsible for designing and developing enterprise level application
components such as configuration, logging, security, database and persistent queue connectivity
libraries. This team also offers Security, Location and Preferences Services to all the businesses.
Infrastructure Tools & Enterprise Monitoring team: responsible for many third party software tools used
by Citadel. This team also is responsible for Server and Network monitoring at Citadel.
Key accomplishments:
Identified, mentored and promoted leaders to manage the above mentioned teams.
Closely working with other businesses such as Wealth management (the hedge fund business Citadel is
known for), Back Office, Global Equities, High Frequency Trading and Execution Services to fulfill
their technology needs.
Streamlined the software approval and evaluation process resulting in reduction of overall turn around
time from weeks to couple of days. The new process automatically detects unused/rarely used software
and starts the deprecation cycle for them reducing the complexity of the environment and the associated
support work. Using this new process, deprecated some of the legacy and hard to maintain applications,
technologies and third party libraries and replaced them with more modern and easy to manage
software/toolkits. This has reduced the software cost manifold and reduced the overall complexity of
Citadels development environment.
Doing more with less is a must have skill for every leader at Citadel. But being the leader of Global
Architecture team, which supports all the businesses at Citadel, epitomizes the need for doing more with
less and the team has constantly achieved lot of business critical milestones on time with fewer
resources. In addition Global Architecture team designed and architected some of the critical customer
facing applications for Citadel and performed a lead role in designing Citadels secure web application
architecture.
Improved and contributed to the Citadels technical training process by working with Learning and
Development department on strategies, course topics, course structure, negotiation with speakers etc.
2000 - 2004
2000
1999 - 2000
1998
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Executive Master of Business Administration (MBA), 2012
Completed global electives in Kellogg-HKUST Hong Kong, Kellogg-Recanati Tel Aviv, and Kellogg
Miami Florida.
Researched investment opportunities and the related processes, regulations to/from South America
(Brazil and Chile) as a research project for Global Initiatives in Management (GIM).
Class Photography Committee and Social Committee member
MADURAI KAMARAJ UNIVERSITY, ACCET, Karaikudi, India
Bachelor of Engineering in Electrical and Electronics Engineering, 1998
Founded and contributed to the student technology club.
ADDITIONAL INFORMATION
Continuing Education
o Advanced Finance, Financial Derivatives (University of Chicago Prof. Pietro Veronesi)
o Effectively Leading Teams, One week training program by Center for Creative Leadership
o American Speed Reading Course
US Green Card holder
Love to create things, be it a poem, a website, a computer program, a beautiful photo, or a tasty dish in
the kitchen.
School 1st rank and State 20th rank in SSLC (10th grade in India) Examination. School 1st rank in
HSLC (12th grade in India) Examination. Have won many state level prizes for my essays and poems.
Interests include travel, biking, rafting, photography and tennis.
JEFF SCHADLER
Results driven financial and operational leader with over 14 years experience that leverages proficiency with
technology to build the capabilities that improve top- and bottom-line performance. Experienced with crossorganizational project management and systems adoption. Proven track record identifying, creating and delivering
effective processes, procedures and solutions.
EXPERIENCE
HYATT HOTELS CORPORATION, Chicago, IL
Global Hospitality Company that manages, franchises, owns and develops Hyatt branded hotels, resorts, residential
and vacation ownership properties around the world.
Director, Planning & Analysis, Hyatt Hotels Corporation
Director, Budget & Analysis, Select Hotels Group
2009 2012
2005 2009
Hired as Director of Budget & Analysis for the newly initiated Hyatt start-up subsidiary, Select Hotels Group.
Worked in partnership with all corporate departments to develop the company, brands and organizations from the
ground up. After the successful launch of Hyatt Place and Hyatt House, Select Hotels Group merged with Hyatt
Hotels Americas business unit. Key responsibilities:
Managed the annual budget process for all hotels totaling over $4B in sales.
Responsible for financial oversight of hotels, implementing departmental SOX controls and reporting of more
than 300 hotels and 20 corporate departments.
Managed third party data integrations and enhancements with Property Management System [PMS].
Developed financial models to analyze the value of construction projects, contracts and capital investments.
Major Accomplishments:
Partnered with Sales/Operations to create two new brands that generated over $300M annually.
Developed and managed Planning & Analysis organization for Select from the ground up.
Drove transformational change in the Resort properties to improve flow-through efficiency by 36%.
Achieved 75% early adoption for new systems through large national meeting presentations.
Led project and partnered with Hyperion developer to create Select Hyperion Planning application for
centralized forecasting allowing Hyatt to report Selects numbers to the Board of Directors. Completed in three
months on time and under budget.
o
Trained over 100 hotel General Managers on the new application in one week.
Led team of developers in China to implement a central reporting solution. This new solution was housed in an
Oracle database and supplied various stakeholders with real time information daily.
Developed content for central web reporting tool that served as managements decision support tool providing
Sales/Operations with real-time data from several different sources summarized in actionable views. This
resource provided the necessary tools to drive successful growth in market share.
Decreased departmental overhead 150% while increasing production three fold by creating several automated
solutions and reports while eliminating low-value or redundant processes.
Centrally automated data flow from PMS to industry reporter [Smith Travel Research]; reduced 300 man-hours a
month and improved accuracy levels.
Managed three analysts who advanced within the organization two years of hire date, on average.
Jeff Schadler
Page 2
RR DONNELLEY, Chicago, IL
Fortune 500 global provider of integrated communications.
Sr Financial Planning Analyst, Publishing & Retail Services
Sales Analyst, Catalog/Retail Sales
Credit Analyst, Customer Financial Services
2004 2005
2002 2004
2000 2002
Initially placed through a contract agency November 1998 as Assistant Credit Analyst. Hired full-time in 2000 while
attending DePaul University full-time as well. Continually advanced in the company driven by my customer service
approach, operational expertise and technical skills. Responsibilities included:
Managed the annual budget process and monthly forecasting between corporate departments and divisions for
a business unit with $8B in sales.
SME and divisional support for Business Objects, Hyperion, SAP and all central financial reporting.
Created, managed and continuously improved various reporting metrics and balanced scorecards.
Facilitated meetings with key stakeholders in divisional planning, sales, finance and operations to aggressively
match profitable job opportunities aligned with central plant management for capacity and capability matrices.
Major Accomplishments:
Designed and implemented a multiform database reporting and sales tool utilizing MS Access that laid the
foundation for the later in-house designed sales tracking system. Acted as SME with the implementation of the
new system that provides central oversight to upcoming sales opportunities.
Fostered strong relationships throughout the company to improve mobility on projects and change
management.
Led the successful development, training and rollout of new Hyperion and Business Objects systems to
divisional teams.
Systems provided greater insight and control for divisional leaders P&L and forecasting.
Developed departmental metrics, which increased productivity 20% within credit services over two years and
decreased cost of receivables 30% as a percentage of billing by improving major accounts economic value
added.
EDUCATION
MBA, Kellogg School of Management, Northwestern University, Evanston, IL, 2013 (expected)
Bachelor of Science, Finance, DePaul University, Chicago, IL, 2003
ADDITIONAL COMPETENCIES
Familiar with SQL code, CRM solutions and solid database designer.
Edwin Schneider
Jr. Monte Real 464, D-101, L33
Lima, Peru
51-997542043 Phone
eschneider2013@kellogg.northwestern.edu
PROFILE
Senior level manager with significant expertise in IT Operations, Project Management, and Process
Optimization. Excellent communication skills which have allowed to reapply the Latin America IT
processes globally. Focused on changing Regional and Local mindset with a global one. Won the 2012
Most Valuable People award for work supporting Chinas IT operations (Procter & Gamble Account) and
the development of tool that allowed HP to centralize the monitoring and auditing of the IT work
performed at each client location in P&G account.
EXPERIENCE
Hewlett Packard, Peru
2003Current
2002
2002
EDUCATION
Kellogg School of Management, Northwestern University, Miami, FL/Evanston, IL
Executive MBA, degree expected June, 2013
Universidad de Lima, Peru
Engineer Degree, Systems Engineering, 2011
Summa Cum Laude
Bachelor, Systems Engineering, 2002
Tenth Superior
ADDITIONAL DATA
Dual Nationality: Peruvian and German
Languages: Spanish Native, English Advanced and German Basic.
PMIs PMP Certificate, 2007-Current
ITIL Foundations, 2005
HPs Greenbelt Seminar, 2007
Interests include: Family, Fronton, Soccer, Tennis, Squash and Traveling.
JASON J. SCHWARTZ
(310) 977-8384 jasonjschwartz@gmail.com 5625 Crescent Park West; Playa Vista, CA 90094
SUMMARY
Senior Corporate Strategy Executive with a record of driving business growth through strategy,
marketing, new business development and acquisitions. History of delivering major contributions to
company growth and profitability. Brings insight from a wide range of companies and situations to each
new challenge, producing creative and practical solutions. Skilled at establishing operational excellence
within culturally diverse environments, translating conceptual models into specific growth strategies, and
planning/executing multi-faceted business development campaigns designed to improve market share,
gross revenue and EBITDA. Key qualifications include:
EXPERIENCE
SANYO NORTH AMERICA
Senior Executive
Torrance, CA
2007 Present
Led a cross Sanyo corporate development team in multiple business unit strategy and execution projects
including analysis of growth opportunities, competitive strategies, customer needs analysis, market trends
and overall corporate strategy. Additionally, operated as the President and CEO of Sanyo Logistics
Corporation, a wholly owned subsidiary of Sanyo North America
Led and supported Sanyos corporate vision, strategy and long term strategic priorities
Directed several teams that analyzed competitors and developed strategies across Sanyos $2.8B
portfolio of products and services to surpass competition in the marketplace, including the
development of Sanyos organic growth strategies.
Co-led team that reported to the CEO on storage and information infrastructure solutions strategy that
that drove transformational changes across Sanyo. Built trust in team members from various Sanyo
business units to work together to create positive change, despite historical difficulty in getting
cooperation across organizational groups.
Structured and led highly complex projects through the development of cross-functional and cross
regional teams. Operated as the liaison between multiple division Presidents to ensure open and
transparent communications while fully supporting project executions.
Led the merger of five Sanyo group company subsidiaries into a single operating unit which resulted
in a 25% overall operational cost reduction and significant operational synergies. Primary
responsibilities on this project included program management, business process reengineering of the
newly consolidated business units and redesigned performance measurements for the newly
integrated entity.
Sourced, evaluated and executed the companys strategic acquisitions/investments
Recruited and mentored a highly efficient management team that rapidly developed an operating
synergy, revamped an outdated business model, executed a strategic corporate revitalization initiative
while eliminating repetitious layers
Implemented a highly successful organic growth strategy at both Sanyo North America and its
subsidiary Sanyo Logistics Corporation leading to an annual growth rate of over 40% annually at
Sanyo Logistics resulting in the companys highest level of profitability in their 30 year history.
JASON J. SCHWARTZ
(310) 977-8384 jasonjschwartz@gmail.com 5625 Crescent Park West; Playa Vista, CA 90094
Led the business development team to over 50% annual growth during the last three years at the firm
through an aggressive organic growth strategy.
Led a team that developed product, marketing, sales and service strategies for a very successful
financial services client to enter a new market.
Led a 50 person consulting team during a turnaround engagement for a $130 million fast moving
consumer product group company losing over $14 million on an annual basis. Acted as interim COO
while implementing Oracle 12i e-business suite in conjunction with a holistic process reengineering
initiative and organizational structure change. Within one year operating costs were reduced by over
15% and within two years operating profit increased to over $7 million
Developed and implemented a global logistics and distribution strategy including implementing SAP
for a major consumer packaged goods manufacturer, which resulted in over $15 million in savings for
the first year and over $30 million in projected savings.
Created organizational development programs for multiple clients which included both job specific
training as well as leadership training to ensure future corporate management and executive teams are
continuously developed
Developed and conducted strategic visioning workshops with C-Level executives to assist them in
developing a short and long term strategic vision for their organizations and created a custom tailored
consulting service including domestic and international growth strategies.
KPMG LLC
Los Angeles, CA
Senior Consultant
2000 - 2001
For a global disk drive manufacturing company, implemented Oracle 11i e-business suite in
conjunction with business process reengineering resulting in an ROI of less than one year.
For a global financial services company performed a business process assessment which identified
potential cost savings of over $50 million through redesigned order to cash processes.
SONY CORPORATION OF AMERICA
Culver City, CA
Staff Consultant
1997 2000
Developed and implemented operational strategies, including implementing PeopleSoft ERP across
multiple countries and business segments
Collaboratively developed global supply chain management strategies in 15 locations throughout the
world. Assessed their current processes and developed improved unified supply chain processes
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY
Masters of Business Administration
STATE UNIVERSITY OF NEW YORK AT BUFFALO
BS (Accounting and Finance)
Evanston, IL
Dec 2013
Buffalo, NY
May 1997
Bhavin S. Shah
10 Thomas Court
Green Brook, NJ 08812
(732) 208-4972
BhavinKellogg@gmail.com
SUMMARY
Well rounded executive with a unique blend of finance and communications expertise across multiple industry sectors including
Banking, Financial Services, Telecom, Wireless, Transportation, Technology and Healthcare. Track record of proven execution with the
ability to collaborate with colleagues at all levels of the organization including the C-Suite and Board of Directors. Key attributes
include investor relations, internal and external communications, strategic messaging, valuation analysis, regulatory reporting, financial
statement analysis, financial planning and analysis, mergers and acquisitions and project management.
FUNCTIONAL EXPERTISE
Investor Relations Proven ability to execute IR strategies including: 1) building and maintaining relationships with the buy and sell
side; 2) preparing quarterly earnings reports; 3) writing CEO and CFO scripts as well as press releases; 4) developing Q&A; 5) creating
investor presentations and pitch books; 6) coordinating road shows, conferences and other IR meetings in the US, Canada, Europe,
Australia, China and Japan; 7) shareholder surveillance and targeting; 8) preparing reports for senior management and the Board of
Directors; 9) designing IR website; 10) communicating with Rating Agencies and liaising with Investment Bankers
Finance and Accounting Strong technical background includes performing financial and valuation analysis, developing valuation
models, tracking sell-side financial models and estimates. Also have a background in Financial Planning and Analysis including
developing the annual plan, tracking monthly and quarterly budget and long term forecasting. Accounting expertise includes financial
statement analysis, drafting the MD&A sections of the 10K and 10Q and other activities related to regulatory reporting.
Strategy - Counsel C-Level management on key strategic decisions including feedback on potential investor and analyst reactions.
Develop messaging around corporate strategy and specific company transactions. Prepare senior management ahead of any and all
interactions with investors and analysts including executive speaker and presentation training.
Project Management Expertise in leading large and small scale projects including start to finish accountability for success, leading
cross functional teams, developing and maintain timelines, budget tracking and management. Successfully executed projects include: 1)
Annual Shareholder Meetings; 2) Investor/ Analyst Days; 3) Recruiting, Analyst Training and Employee Recognition Programs.
PROFESSIONAL EXPERIENCE
The CIT Group, Livingston, NJ and New York, NY
2005 - Current
Director and Head of Fixed Income Investor Relations (2009 Current)
Vice President (2007-2009)
Assistant Vice President (2005-2007)
Serve as a Senior Investor Relations Officer for a global financial institution with nearly $50 billion in assets
Overall responsibility for development and execution of CITs Global Fixed Income Investor Relations program
Member of the CFO Leadership Team, which meets on a monthly basis to evaluate and solve the most significant challenges
facing the finance organization and the Company as a whole
Key member of the team that led the company through one of the largest and most successful bankruptcy restructurings in U.S.
corporate history
Successfully reinstituted sell side coverage from nearly 25 analysts post the corporate restructuring
Transitioned shareholder base from being majority alternative / fast money to predominantly real money ownership
Assisted Treasury team in executing secured and unsecured financing transactions including nearly $12 billion in new bond
issuances over the past two years and over $30 billion of debt refinancings and redemptions
Serve in a leadership capacity on various cross functional teams including Disclosure Committee, Talent Development,
Compliance and Training Review Board, Employee of the Quarter Committee
The IGB Group, New York, NY
2004 - 2005
First Vice President and Senior Consultant
Provided direct client consultation at this Investor/ Public Relations Consulting Firm focusing on micro to large cap companies
located in the U.S. and abroad and across multiple industry sectors
Developed investor / media relations strategy (including pre and post IPO plans) and served as the primary investor and media
relations contact for clients
Improved valuation of micro and small cap clients through investor targeting and outreach campaigns
Secured new business through development of leads and promotion of services to prospective clients
Bhavin Shah
Page 2
Enhanced sales, marketing and public relations skills through an independent consulting project in which I helped transition one
of the largest tea importers in the US from a proprietorship into a corporation
Developed sales strategy and initiated sales campaign geared towards attracting new wholesale clients
Launched brand campaign for the corporations new image as a global B2B player in the beverage industry
Rejuvenated the online retail sales program, increasing average monthly sales tenfold
Designed and implemented order fulfillment and back office operation for the online retail sales channel
AT&T Wireless and AT&T Corp., Redmond, WA and Basking Ridge, NJ
1997 - 2002
Director, AT&T Wireless (2000 to 2002)
Financial Director, AT&T (2000 to 2000)
Manager, AT&T (1999 to 2000)
Analyst, AT&T Financial Leadership Program (1997 to 1999)
Established AT&T Wireless first Investor Relations department after serving as an integral member of the IPO Deal Team and
following what was at the time the largest IPO in corporate history
Prepared the team (Controllers, Treasury, FP&A, etc) on becoming a public company
Fulfilled IR responsibilities on teams that executed several multi-billion dollar transactions including AT&Ts entry into the
cable, media and internet space, AT&T Rogers deal and partnerships with British Telecom, NTT DoCoMo and Microsoft
Served as branchs senior HR leader, managing a team of Interns and coordinating the annual Student Leadership Conference
Developed and executed a strategy to attract quality Financial Service Representatives candidates
Performed 1st and 2nd round interviews before approving candidates to meet with the Managing Director
EDUCATION
Kellogg School of Management, Northwestern University, Evanston, IL
Masters in Business Administration, 2012
Developed in-depth knowledge and expertise on transacting business in China including an in-country research trip focused on
R&D trends among global biotechnology and pharmaceutical firms
Notables: Delta Mu Delta National Honor Society, 1995 Outstanding Student Leader of the Year and 1996 Homecoming King
TRAINING
Korn / Ferry International Executive Career Acceleration Program (ECAP)
2011-2012
18 month program designed to accelerate executive leadership development through 360 feedbacks, skills development, career mapping,
leadership and agility training and executive coaching
AT&T Financial Leadership Program
1997-1999
Hired into AT&Ts highly competitive two year accelerated management training program combining an aggressive graduate level
academic curriculum in finance and accounting, leadership development, and 4 challenging job rotations including:
1) Budget and Planning Analyst; 2) Competitive and Industry Analysis; 3) Financial Planning and Analysis; 4) Investor Relations
INTERESTS
Travel: Spent summer of 2003 traveling throughout Australia, India, Europe and volunteering in Latin America
Volunteer: Participated in organized volunteer program in Peru in 2003 teaching Math and English to underprivileged children
in a third world country and establishing the first ever Basketball Education Program at the Deporte Y Vida Recreation Center
Speak four languages: English, Spanish, Gujarati and Hindi
Sachin Sharma
th
2000 - 2005
A well-rounded Project Management Professional (PMP) with a firm grounding in key business concepts.
Spend time providing community service in the Sammamish temple community area.
US Work authorization
SERGIO SIMAN
Ssiman2013@kellogg.northwestern.edu
Avenida Las Vistas #15
Nuevo Cuscatln
El Salvador
(503)2248-6050 (Business) (503)7862-2211 (Mobile)
PROFILE
Retail, Licensing and Marketing executive, with fifteen years experience developing innovative channel strategies
in North and Latin America. Highly motivated and driven by sales growth and profitability through teamwork.
EMPLOYMENT HISTORY
INDUSTRIAS ST. JACKS S.A. de C.V., El Salvador, C.A.
2005 Present
Vertically integrated textile and apparel manufacturer and marketer of leading brands of childrens apparel in
Latin America.
Commercial Director Latin America (2008 Present)
Report to CEO. P&L accountability for retail and wholesale divisions. Design and implement commercial strategy
and annual corporate plan. Responsible for brand management, marketing and advertising strategy development.
Directly responsible for four managers with a total of 136 people. Board Member of Grupo St. Jacks.
Led renewal and acquisition of master licensing agreements with Disney, Warner, Sanrio, Hasbro,
Mattel, among others.
Developed a Marketing Research information system for corporate decision making including
qualitative and quantitative regional market studies.
Developed online marketing strategy including social media, email marketing and CRM.
Achieved fourteen percent growth in revenues during the past twelve months.
Retail Chain Manager (2005 2008)
Reported to Commercial Director. Responsible for creating marketing plan, including real-estate planning, visual
merchandising, and aligning to corporate marketing and advertising strategy. Established merchandising and
forecasting strategies, including assortment management, promotion managements, budgeting and control. Store
operations: store management, customer service, and inventory management. Directly supervised workforce and
two executives with a total of 117 people.
Designed and implemented financial merchandising plan that boosted inventory turns from 1.94 in
2004 to 4.25 by 2007.
Developed complete Franchise Business model. Opened two franchise stores in Panama.
Implemented Friedman Customer Service system throughout the retail chain.
Built a sourcing strategy and supplier base in Asia for newly adopted product categories. Visited and
approved factories in Asia, established suppliers and negotiated programs.
Co-Managed with Scotiabank, St Jacks Private Label Credit Card.
GRUPO ST. JACKS, El Salvador, C.A.
Holding Company of leading apparel brand in Latin America.
Corporate Restructuring Team Coordinator (2004 2004)
Reported directly to the President of the Board of Directors.
Restructured entire short-term and long-term debt.
Assisted in building corporate strategy for corporate turnaround.
Coordinated efforts with financing companies.
2004 2004
1998 2004
Children's Museum of El Salvador - Tin Marin. Member of the Board of Directors since 2005,
Treasurer 2008 and 2009.
Hobbies: Kite-Surfing and Running
KUNAL SOOD
680 Mission Street Apt. PHG
San Francisco, CA 94105 USA
EXPERIENCE
11/12 - Present KELLOGG INNOVATION NETWORK
EVANSTON, IL
Executive Producer
Part of core planning committee for the Kellogg Innovation Network (KIN), working directly with Professor
of Innovation and Entrepreneurship Rob C. Wolcott. In-charge of producing all aspects of event curation
and content design for the 10 Year KIN Global Anniversay on May 29-31st, 2013. Responsibilities include
procuring key-note speakers, performers, and media partners, including Philanthropist and Entrepreneur,
Naveen Jain; Grammy Award Winning singer for Jai Ho, Tanvi Shah; and Creative Producer of the Valley
Girl Show, Jesse Draper. Speaker and moderator at the Healthcare and Wellness plenary session with Paul
Epner from Abott Labs. www.kinglobal.org
1/12 - Present
TEDxSF
SAN FRANCISCO, CA
Producer and Co-Curator
Conceived, directed, and produced the first-ever TEDx conference at the University of California San
Francisco UCSF Mission Bay Campus in partnership with UCSF Global Health Sciences. Responsible for
staging and procuring sponsorship for 7 Billion Well, on November 10th 2012, an event focused on reimagining Global Health, and making the Bay Area the Hub for Global Health. www.tedxsf.org
10/12 - Present
05/05 - 07/08
9/10 - 10/12
8/09 - 9/10
1/03 - 1/05
8/01 - 1/03
COLOR EDGE
NEW YORK, NY
Management Intern
Created new positioning, identity, and brand communications for start-up venture Color Edge Visual with
high-end digital photo-reproduction technology. Launched new division and produced successful event to
promote Color Edge Visuals unique market position and services for high-end fashion photography printing
and digital retouching. Managed all aspects of facility construction including interior design and equipment
procurement. Reported directly to CEO and COO at the company. www.coloredgevisual.com
EDUCATION
2011 - 2013
KELLOGG SCHOOL OF MANAGEMENT
Master of Business Administration Candidate 2013
Areas of Concentration: Innovation and Entrepreneurship
EVANSTON, IL
2010 - 2011
SAN FRANCISCO, CA
2007 - 2010
SAN FRANCISCO, CA
2000 - 2004
ACTIVITIES
2011 - Present
2010 - 2012
NEW YORK, NY
Writing, Public Speaking, Mentoring, Cooking Spicy Food, Traveling, Yoga, Ayurveda, Martial Arts
TOM SOVICH
700 W. Parkway Blvd.
Aurora, Ohio 44202
Global Senior Executive with P&L responsibility. Proven dynamic leadership with demonstrated results growing
businesses through the development of sales, strategic alliances and commercialization of innovative products.
Builds collaboration across broad functional disciplines, yet decisive, with an ROI-driven approach. A strategic
leader, tactical planner and conceptual thinker with financial skills coupled with a high level of drive, determination
and intensity.
Strategic Business Planning Process Management
Coaching / Mentoring
Product Planning/Launch
Budget / Expense Management
Manufacturing Engineering
Acquisition Integration
International Business
Turnaround/Change
Development
Management
New Market Entry/Growth
Contract Negotiations
Relationship Building Expertise
EXPERIENCE
WEINBERG & BELL GROUP, Cleveland, OH
A private equity firm specializing in buyouts and acquisitions of middle market companies.
Consultant/Change Agent, Cleveland, OH
Recruited to implement processes changes in new business acquisitions:
Reduce cycle time to launch new product by 50%.
Identify unmet market needs to identify and establish a clear value proposition.
Perform gap assessment in China/global supply chain and through existing sales channels.
2012 - Present
Certified Six Sigma Green Belt Project secured business with new customer worth $2M per year.
Negotiated multiple long term agreements securing total EBIDTA of $7.5M.
Developed and launched strategic plan in 2005 to more than double sales within three years to $60M.
Reduced Canadian operations working capital 23% via lean manufacturing, JIT and payment terms.
Achieved 97% on time delivery and zero lost work time accidents in Canadian operation.
President, Western Reserve Academy Dads Club Led key changes to annual fundraising events that increased
net proceeds close to 300%, raising more than $250K over three years.
Advisory board member - Keith Williams Performing Arts Academy.
Developed high energy fuel cell and granted US Patent number 4,950,561 in 1991. Increased specific power
output by a factor of 10x and reduced recharge time from 4 hours to 2 minutes.
JOHN SUTTON
1735 West Division Street, Apt 201
Chicago, IL 60622
C: 203.918.0783 E: john_r_sutton@hotmail.com
SUMMARY
Senior Business Development Leader with over 10 years experience in exceeding revenue expectations
and increasing brand awareness in various global markets. Strategically negotiated and won contracts
totaling over $20 million in new business in working with both Fortune 500 companies and Federal
Governments. Proven ability to diagnose problems and develop powerful long-term solutions to improve
business processes. Experience in hiring and leading sales teams while managing overall P&L.
PROFESSIONAL EXPERIENCE
BUREAU VAN DIJK, New York, NY / Chicago
2006-Present
Bureau van Dijk (BvD) is one of the world's leading providers of business and market data and works
with clients in various industries including risk management, procurement, corporate finance, tax and
compliance.
Sales Director, Government and Strategic Accounts (2011 Present)
Create and execute growth strategy for the firms $5M business with North American Federal
Government and Supranational Institutions
Exceeded sales target by 8% in 2011 and grew business by 15% in 2012
Expanded business with our largest national account by 120% within two years
Sharpened and simplified strategic approach towards four key client segments (from previously ten),
which has allowed the entire sales team to accelerate activities towards areas of immediate revenue
potential, and has caused a 20% reduction in travel costs
Introduced a new, more structured approach to client training sessions which has directly resulted in a
5% increase in client retention and a 150% increase in cross-sell revenue
Sales Director, U.S. Midwest & Eastern Canada (2010 2011)
Responsible for Chicago sales operation ($8M), which included management of a team of 12 sales
people and complete oversight and control of the P&L
Accelerated sales by 20% and kept client retention at 90% during a sharp downturn in the financial
data industry
Transformed the office environment during the first 6 months by establishing clear and consistent
sales tools and techniques to the sales team, which led to a 75% increase in meeting activity and a
33% jump in deal close rates
Built sales team from 5 to 12, promoted 2 individuals, and guided personal development of sales staff
Sales Manager, Eastern Canada (2008-2010)
Grew sales by 170 % and kept client retention at +90%
Repositioned key product offerings to better reflect business and cultural needs in French speaking
Canada, which resulted to a 285% increase in sales in Qubec
Top 4 sales professionals in North/South America and Asia regions from 2007 2010
2002-2003
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL
Executive MBA (degree expected June, 2013)
THE UNIVERSITY OF TEXAS AT AUSTIN, Austin, TX
Bachelor of Arts
Major: Economics (Focus on International Political Economy)
Minor: Business, French
May, 2002
ADDITIONAL INFORMATION
FABIO TAMBOSI
Avenida Cauaxi, 152 - 06454-140 Barueri SP
Phone: (11) 4208-7043 / (11) 9 7674-6017
e-mail: fabio.tambosi@gmail.com
Expertise in developing and implementing strategic vision in developing and emerging markets
Extensive experience in brand and marketing campaign creation through deep consumer insights
Exceptional communication skills including a strong ability to navigate in a highly matrixed organization to
resolve conflicts
Demonstrated excellence leading and developing teams in a diverse cross-functional environment
Commercial acumen and pricing knowledge to leverage customer account management
Ability to generate incremental sales through value selling programs at retail and trade marketing.
Native Portuguese, fluent in English, working knowledge of Spanish.
As a former soccer player and student-athlete, passionate about sports in every aspect of my life. Here is more
of what that means to me http://www.youtube.com/watch?v=lgNYvwNOTC8.
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL.
Master of Business Administration, degree expected December 2013
FUNDACAO ARMANDO ALVARES PENTEADO, Sao Paulo, Brazil.
Post-graduate in Marketing Management, 2004
CLEMSON UNIVERSITY, Clemson, SC
B.S. in Communication Studies, 2002
Soccer Scholarship at Division I program
EXPERIENCE
NOKIA
2008 - 2012
Senior Product Marketing Manager for Smartphones & Mobile Phones, London, UK (2011 2012).
Global Senior Brand & Marketing Manager, London, UK (2012 2011).
Global Retention & Loyalty Manager for LatAm, Sao Paulo, Brazil (2009 2010).
Regional Marketing Manager, Dubai, UAE (2008 2009).
Selected as the Senior Brand & Marketing Manager to lead Nokias Smart Devices & Mobile Phones
category to spearhead Nokias recovery in key markets. The role provided the global and local business
units with strategic brand direction for the current and future roadmap, whilst also fully leading the
marketing plans in the priority countries.
Managed and worked in three key organizations at Nokia including Marketing, Product and Retention/Sales
at a global, regional and local level, including experiences in the United Kingdom/Western Europe,
Brazil/LatAm, United Arab Emirates/Middle East and Africa during the last five years.
Established and aligned sales targets based on global production capacity from our factory allocation game
plan to support customer account management and demand generation activities.
Redesigned and implemented in 18 countries a new touchpoints strategic planning methodology to support
global campaign deployment at a local level, this program focused on increasing the quality of local
execution plans, marketing efficiency and resource optimization which generated approximately US$ 5
million savings in asset production globally.
Initiated and implemented an innovative Collaborative Sales & Marketing Planning Framework that
delivered an incremental sales uplift of 1,900 units per week for our core volume product and successfully
solved inventory issues at key customers by reducing it to 6 weeks of sales.
Innovated and executed with the Digital Optimization Forum to manage Nokias online store with the
objective to increase the number of unique visits and reduce consumers Cart Abandonment at purchase
intent. This activity has become a benchmark at Nokia and has generated incremental sales of 12% in
volume for the Smartphones category.
Delivered US$ 103 million in net sales during the Q4 2011, this revenue has come from the creation of a
new youth targeted brand, called Nokia Asha and the introduction of new product portfolio for the Mobile
Phones category.
Created, produced and deployed a global marketing campaign for the Mobile Phones business unit in
Indonesia, Mexico, Nigeria, Egypt and Brazil, these markets represented 60% of Nokias volume of the
QWERTY segment.
Increased Nokia Brand Awareness and Preference in Brazil by delivering Nokias Retention rate from 37%
to 45% during 2009 fiscal year. As a result, Nokia Brazil has sold an increment of 500,000 units with US$
20 uplift in the countrys portfolio average selling price.
Mentored and coached during two years, eight underprivileged teenagers selected for the Nokia Defend
Your Street program in South Africa, Morocco, Egypt, Nigeria, Iran, Saudi Arabia and United Arab
Emirates. The program foundation used education and academic development as the main pillar to prepare
each individual for university post touring the Middle East and Africa for 90 days per year.
Awards:
o 2012 Finalist of the 4As Jay Chiat Awards | The Short List for Best Social Media for Strategic
Excellence.
o 2011 Best Feature Phone Award at the GSMA in Barcelona.
o 2010 Nokia Marketing Manager of the Year Award.
o 2009 Best Nokia Sales & Marketing of the Year Award for the Retention & Loyalty Change
Management Program in Brazil/LatAm and Best Team Player Peer Recognition Award.
o 2008 Nokia Marketing Activation Best Practice Award.
o 2004 IBM Bravo and Creating Customer Magic Award.
Rajiv Tikoo
Program Manager for managing projects in the areas of distribution, CRM and financials functional areas,
globally. Responsible for maintaining the pipeline and execution of large scale projects using industry best
practices.
Hands on manager with expert level knowledge of all the modules mentioned in the summary section
above. Responsible for leading the design and enhancements for the current system. Modules involved: 33
Oracle Modules including (Distribution, CRM, Financials and Supply Chain).
Customer Management and vendor management, both internal and external.
Lead for the European business assessment for transforming the ERP systems.
Define SLAs in global delivery model and ensure adherence to the same.
Achieved Best Managed Implementation Award for the $110 million ERP Implementation at Arrow.
Won multiple quarterly Esteemed Peer Awards and Caught in the Act awards.
2002
Glenn Ubertino
17673 Middlebrook Way
Boca Raton, FL 33496 USA
Telephone 770.401.1468 Email gubertino@gmail.com
3/08-present
OFFICE DEPOT
BOCA RATON
Sr. Director Merchandising
Manage over $1.5 billion in retail, web, and contract sales. Lead and manage six merchants and two associate
merchants. Responsible for merchandise assortments, pricing, marketing, sales, new product launches, strategic
planning & analysis, budgeting, cost containment, and supplier management. Responsible across all three business
channels (North American Retail, Web, Contract).
Key accomplishments: Achieved historic sales of over $280 million in cleaning and break-room business. Created
and launched new office essentials assortment, delivering 13% sales comp and a 22% increase in gross margin
dollars. Introduced a new strategic planning process, which led to entering new businesses, driving incremental sales
in 2010 and 2011. Drove direct import penetration in office essentials and cleaning and break-room businesses,
which helped grow gross margin rate and gross margin dollars.
7/90-10/07
EDUCATION
1993
FLORIDA
2009
FLORIDA
2011
ILLINOIS
ACTIVITIES
2008-present
2001-2007
KaBOOM!
Helped organize six playground builds in five different states. Selected to channel supplier support for these
playground builds, including raising money, supplies, and labor.
2007-2010
Responsible for the Beverage Business Unit of Nestle Professional Brazil (turnover of ~ 60 M
CHF) and for the development of the local business strategy.
Develop yearly detailed Integrated Commercial Plan including key commercial (marketing, trade
promotions, pricing, channel / customer prioritization, etc.) and operational activities.
Manage yearly 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 (~15 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
Responsible for product quality and compliance with Nestls Technical Acceptance process
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.
Responsible for management of Operations Strategies assignments in several product categories
related to Business Improvement, Competitive Analysis, Product Portfolio Optimization,
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.
PROFESSIONAL EXPERIENCE
Asefinanciera Ltda, USA - Sept 2011- Present
Financial and Real Estate Development VP
Structure financial models and research for new real estate investments.
Evaluate and look for new Real Estate opportunities for companies involved with Asefinanciera. (Fridays Colombia,
Hipotecaria Internacional, Vilor Ltda)
Supervise current Real Estate Investments by monitoring market tendencies and analyzing historical data
Structure financial models and research for new real estate investments.
Interaction with international investment banking and brokerage firms to evaluate client investment opportunities and asset
allocation strategies
Gold River Corporation - April 2005-March 2008
Financial Director
Evaluation of business value drivers, assessment of strategic investments and their impact on the overall financial performance
of the company.
Coordinating the preparation and review of short-term operating budgets and business plans.
Design of financial restructuring programs, negotiation and execution of major financial transactions.
Amalfi Investments, LLC - April 2002 April 2005
Operation Research Analyst
Historical financial analysis, preparation of projections and valuation models according to the particular requirements of the
client. Review of due diligence information for potential deals.
Assist in structuring and documenting projects, with special concentration on the preparation and presentation of final reports
and performance analyses to the advisory board and client companies.
Interaction with international investment banking and brokerage firms to evaluate investment opportunities and asset allocation
strategies, ensuring the integrity and efficiency of the companys cash management criteria.
Provide trading ideas and up-dated feedback to investors, by constantly identifying trends and variances either in the fixed
income or equities markets.
Andersen Consulting, Bogota Colombia-Sept.1997 - Aug. 1998
Financial Analyst,
Assisted in documenting and analyzing the financial structure of a major Banking conglomerate in Colombia (Grupo Colpatria),
targeting the implementation of a value-driven strategy that could embrace its seven subsidiaries into a marketing and cost
efficiency program.
Participated in the development of a core business plan, which integrated every business unit through the definition of value
oriented targets and performance measures, ensuring system specifications met the requirements set and priorities.
EDUCATION
Andersen Consulting Professional Education Center St. Charles, ILL (Feb.1998) Accent on C and Client Server
OTHER SKILLS
Fluent in Spanish and English languages, and significant understanding of the German language.
Proficient in MSOffice, Lotus 1-2-3, LINDO, MathCad, AutoCad, Word Processors, Borland C++, Internet applications.
Sports: Swimming, Basketball, Volleyball, Squash, Tennis, Soccer, Track and Field and Snow Skiing (varsity athlete).
56 99 3331756
662 Galicia
Santiago, Chile
Financial Advisor for Local and International Platforms with Team Management Experience
Professional Experience
Larrain Vial
October 2012 to Present
One of Chiles largest independent investment Banks with operations in Latin America and North America.
Senior Vice President & Management
Responsibilities include team management for Larrain Vial Private Banks Prime Broker team handling both
local and international platforms for Ultra High net worth clients, family offices, foundations and
institutions. Management responsibilities include seeing Larrain Vials relationships with several US and
European financial institutions as well with correspondent Banks throughout Latin America.
This is a new business format that company feels will deliver a hybrid service between
traditional Private Banking and Institutional needs
Worked closely with UBS International as Primer Broker for International accounts and
referrals.
Developed DVP and Real Assets Business for large clients with offshore multi-platforms.
UBS International Inc.
January 2008 to October 2012
Team performs referral agreement with Larrain Vial giving advisory and trading solutions acting as a
liaison between UBS and the Chilean investment Bank. As the largest team for the Miami Area measured by
production in UBS, the team offers a broad spectrum of products and services to their clients.
Senior Vice President Investments Responsibilities include acting as Broker on Record covering the
Chilean wealth management market and also acting as a liaison between Larrain Vial and UBS.
Responsibilities for team covering Larrain Vials referral agreement for both custodian and DVP
businesses.AUM of more than $700 MM and $5 MM in revenues
Led team of four people working closely with both the Prime Broker and the Wealth
Management division.
Led deal with the Investment Bank in representation of a private client who bought real assets
for more than $160 MM in Europe in 2011
Larrain Vial
January 2004 to January 2008
Senior Analyst in Derivatives and Financial Advisor Responsibilities include cross divisional business for
both retail and private bank clients in the structured area.
Led a team producing more than $1.5 MM in revenues for the private bank area
Founded the structured products division at Gestion Global, Larrain Vials Prime Global
services for Ultra High Net Worth Clients
Worked at the Mutual Funds team structuring portfolios for the Strategic Advisory services.
Education
Kellogg School of Management, Northwestern University, Miami, FL/Evanston, IL
MBA, degree expected in December 2013
Universidad Adolfo Ibez, Chile
Master in Finance
Degree in Business and Administration
BEN WEISS
1340 Turnberry Lane Mundelein, IL 60060 (847) 620-9570 benjwei@comcast.net
SUMMARY
Accomplished Sales Director with an extensive background in leadership, collaboration and business
development. Skilled at building mutually beneficial relationships with partners and customers at an
executive level. Proven track record of developing people and processes to meet business objectives.
EMPLOYMENT HISTORY
CDW, Vernon Hills, IL
Sales Director, Southeast (Medium/Large Business)
October 2006 Present
Managing a team consisting of 110 Account Managers, 7 Inside Sales Managers, 2 Field Sales
Managers and 18 Field Account Executives - annual sales goal of $705 Million in 2012
Institutionalized the Southeast Scorecard as a performance management tool to recognize top
performers and bring consequences to the bottom 10% of the sales force (2009-2011)
Organized and executed the Project Grow Software Incentive which was responsible for driving
$32M in revenue and $3.6M in profit to customers that had not previously bought software from
CDW (2009)
Worked with the Sales Manager Modernization group focused on the metrics tied to team
development - led the efforts to redesign the company-wide Sales Manager Survey as a deliverable
for the group. (2010-2011)
Led the design and implementation team focused on the All In regionalization efforts (2009)
o Transitioned account management for over 10,000 accounts with minimal impact to the
business
o Sales growth on moved accounts outpaced accounts that were not moved over the following
24 months
Implemented several pilots focused on addressing freight costs in the Southeast
o Launched successful drop ship pilot which became full-time program saving CDW an
average of $5K in freight costs per day while making CDW more competitive in the
marketplace (2008)
o Currently running freight compensation pilot designed to change discounting behaviors
freight discounting has decreased by 44% over the last 9 months (2010-2011)
Dynamic Sourcing Project currently heading the sales involvement for a group focused on
revolutionizing CDWs distribution model, leveraging our relationships with over 50 distribution
channels (2010-2011)
Sales Director, (Government, K-12)
July 2005 Sept 2006
Led a team of 80 account managers, 4 sales managers and 1 Field Sales Manager with an annual sales
goal of $402 million in 2006
During my tenure as sales director, my teams averaged 104% of our revenue goal and 109% of our
profit goal while achieving 23% average YoY growth
Initiated the Adopt-a-State program to drive business in strategic markets. Sales managers were
tasked with learning about the state and developing a business strategy for growth. We achieved 29%
growth in the selected states and the program was quickly replicated by the other State/Local and
Education teams.
Helped construct the CDW Mentor program with a company called Mentium. I also participated in
the program as a mentor for 2 years. The program focused on diversity and successfully provided
career development for the participants.
Priced and negotiated a $47 million, 5-year contract with San Bernardino schools for networking
hardware and services. This win leveraged our relationship with the Federal e-rate program and set
the template for future wins.
BEN WEISS
Page 2
Tri-Star Marketing
Vendor Relations Manager
1997-1999
Responsible for identifying and maintaining vendor partners for $250 million organization running 40
gas stations in Illinois and Indiana
Handled repair and maintenance dispatch for all 40 stores
Purchased technology products and supplies for stores within tight budget constraints
Assisted in the training and development of new hires
EDUCATION
Northwestern University Kellogg School of Management, 2012-2013 (expected)
MBA, General Management
University of Illinois Urbana-Champaign, 1993-1997
Bachelor of Science, Marketing
ADDITIONAL
Community Service: Active in fundraising for Make-a-Wish Illinois Chapter, Habitat for Humanity, Junio
Achievement, Childrens Memorial Hospital
Interests: Basketball, Flag Football, Golf, Video Editing
TODD WRIGHT
13677 Royal Saddle Drive, Carmel, IN 46032
Phone: (317) 574-0146 Email: wrightwt@lilly.com
SUMMARY
Brand Management with over seventeen years sales & marketing experience working both in the private and public sectors
providing strategic marketing development and execution. Proven track record of engaging and leading sales forces to both
understand the essence of brand strategy while engaging and motivating them to meet sales plan.
EXPERIENCE
Eli Lilly & Company, March 2004 Present
Consumer Marketing Manager, Cardiovascular
Indianapolis, IN 2012 - Present
Responsible for:
Strategic Brand Development: Manage consumer marketing initiative development process;
consult/manage agency partner inputs and integration; participate in the annual customer council
process representing consumers; including developing insights, objectives, programs/tactics, and
measures.
Adherence Initiatives: A major differentiator for the Effient brand is around early patient
adherence. Responsible for driving ongoing development and execution of all tactics in partnership
with all channel owners; responsible for all patient-facing pharmacy channel tactics in partnership with the trade group;
responsible for adherence material evolution, execution and performance monitoring internally and with the field.
Owner of Effient.com, Effient HCP.com, and digital tactics: Responsible for tactics incorporating
customer insights toward evolution of the website; responsible for compliance with all internal policies, procedures,
processes in partnership with Lilly IT, VPO, external digital partners etc.
Gaining customer insights: Identify key consumer insights for the brand in partnership with LMR,
alliance partner, and consumer agency; active listening and participation in insight generation
activities; understand HCP and payer insights and identify integration opportunities/issues on how to create better customer
experiences around adherence.
Message Evolution: Participate in process and lead components as applicable; provide
recommendations to channel partners representing consumer.
Creative Development: Actively participate in agency-led development of the brand creative
concepts. Develop message and execution plan according to creative concept.
Channel Planning: Provide input into consumer objectives & strategy; ensure consistent application
of brand strategy and consumer insights, consult with agency.
Tactical Development/Implementation: Ensure consistent execution of adherence strategy and
customer insights across all touch points and channels. Ensure that adherence tactics are integrated
with other brand tactics across channels. Integrate execution across key players and with sales force to ensure strong
execution and pull-through.
Monitor progress: Monitor performance of patient adherence and other consumer tactics via
performance metrics; recommend tactical adjustments based on performance.
Agency Partner relationship Management: Primary contact for consumer agency of record; build
relationship with agency team working on Effient to accomplish consumer strategy and tactics; develop action plans as
needed based on the Supplier Relationship Management process output.
Market Monitoring: Review data and assist Effient Director in the identification of brand
implications: follow-up with market research as needed to investigate implications.
Financial management: Track and manage consumer budget for all tactics including reconciliation
and quarterly forecast updates: make recommendations for trade-offs as needed.
Risk Management: Ensure compliance with all consumer marketing guidelines and claims tool, good promotional practices,
privacy/VPO policies and process. Responsible for leading all consumer projects through cross-functional approval
PROMPT.
Strategy Consultant, Neuroscience Business Unit
Indianapolis, IN 2011 - 2012
Responsible for leading Neuroscience Business Unit level tactics and strategic initiatives to support implementation of the
Business Unit Strategy.
Lead business unit innovation projects to enable us to meet our business unit objectives.
These projects are designed to improve our ability to achieve customer leadership to leading the exploration of a different
promotional model that will enable us to meet customer needs with much less spend.
Lead sales force deployment strategies including sales force design and sizing.
Own business unit scorecard and metrics.
Lead efforts to develop and execute business unit feedback loop that will enable us to better understand any gaps in our
customers experiences. This feedback loop will help us to optimize our customer offerings.
Align Brands and cross-functional groups to NSBU Strategy.
Drive efficiencies across the Business Unit.
TODD WRIGHT
PAGE 2
Initiated a Direct-to-Physician Payer marketing campaign that would combine both the Zyprexa clinical message as well
as payer access at the physicians local level. The DTP would be coordinated with overlapping sales rep responsibility
to reinforce campaign.
Lilly Marketing Excel Award Winner, 2008
Senior Sales Representative, Neuroscience Retail
Florence, AL 2004 2007
Responsible for driving sales results in a territory comprised of 150 Primary Care physicians
Served many leadership roles at the District and Area level: Mentor/OBR to new representatives, Compliance Champ,
Cymbalta Brand Champ, Zyprexa Brand Champ, Business Acumen Champ
Performance Results:
2004: Increased territory ranking from 504 (out of 513 territories) to 198 in first HALF year
2005: Finished first FULL year in the top 2% of the country (Ranked 9 out of 513)
2006: Finished in the TOP third (Ranked 123 out of 513)
Presidents Council, 2005
Southeast Area Rookie of the Year, 2005
Peer Award, 2005 & 2006Patient Focus Recognition Award, 2005 & 2006
Teamwork Award, 2005 & 2006
FisherWright Incorporated, February 1994 March 2004
Proprietor
Florence, AL 1994 2004
Developed and implemented the strategy for a local computer hardware/software dealer start-up business
Through evaluation of our business plan and the rapidly changing technology sector evolved the business model to a fullservice I.T. outsourcing company accounting for 80% of the annual revenue (~$2million/year)
Employed a team of twenty I.T. professionals
Awarded Quad-Cities Small Business Person of the Year, 2002
EDUCATION
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY
Executive MBA, Currently Sponsored by Eli Lilly & Company, degree expected May 2013
UNIVERSITY OF NORTH ALABAMA
BA, Marketing and Computer Information Systems
Evanston, IL
Florence, AL
December 1992