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SAMPLE ENGAGEMENTS

Advanced technology services company (aviation)

Role: President

Marketed UAV technology to U.S. Department of Defense.

 

Fixed wing component repair and overhaul facility

Role: Managing Director

Mentored the company president to establish profitability and grow revenue.

 

Packaging company

Role: Advisor to owners (multiple engagements)

Established organizational alignment to financial metrics, resolved ERP implementation processes, realigned financial reporting practices, enhanced ownership understanding of financial results and implemented cash flow forecasting methodologies.

 

Excavation company

Role: Advisor to owners

Drove JV negotiations, funds sourcing and financial feasibility analysis.

 

Wire harness manufacturer (Specialty vehicles & automotive)

Role: Chief Operating Officer (multiple engagements)

Lead new business development, sales strategy and accountability, new customer launches, profit improvement and customer backlog reduction.

Manufacturer and distributor of hobby products (consumer)

Role: Chief Financial Officer

Brought in by the consulting firm hired by the bank as part of the turnaround of the company.

Accretive of Indiana

Role: Project Management

Succussed based expense reduction driven to use "found money" to benefit local non-profit organizations.

Cost reduction
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