Dan Cook, Mba, Cfp® Email & Phone Number

Bloomfield Hills, Michigan

Bloomfield Hills, Mi

Bloomfield Hills, Mi

We are a Registered Investment Advisor, founded in 1982, that assists clients with retirement planning and asset management. We are fee only, fiduciary advisors that provide independent advice to our clients.

Bloomfield Hills, Mi

WealthCare Advisors is the only wealth management firm initiated by and partnered with the Michigan State Medical Society. We offer independent financial advice designed to serve the best interests of Michigan physicians.

Member of senior management team and equity investor that took this $ 2.8 billion sales global automotive supplier private. Reported to CEO. Responsible for overseeing development of divisional strategic plans, 5 year sales plans, monitoring competitors, and overall group strategy. Involved in investor, bank, and rating agency presentations, corporate refinancing activities, road shows, etc. Active in all group budget, financial, and capital reviews and decisions. Managing Director for the global refrigeration business (Sales = $ 140 million) while preparing it for sale. Key member of corporate team team that managed the successful divestiture of the Industrial Group (Sales = $ 400 million) in 2007. Left company in 2007 after it was successfully sold to private equity.

Developed and implemented 7 global customer - focused business units while reporting to CEO Automotive. Responsible for all engineering, program management, and commercial issues with a budget in excess of $ 60 million. Developed cohesive teams around the world that secured key global programs growing sales faster than market growth. Led two major acquisitions into two new strategic product areas. Managed transition team for one acquisition as acting President leading to full integration within 6 months.

Responsible for all customer focused activities including sales, marketing, engineering, program management, and customer service for this $400 million division. Managed six business units covering automotive and non - automotive markets. At the same time was General Manager for a $40 million operation with operating profits >20%.

Held a variety of postions on Sales, Marketing, Business Strategy, Engineering and General Management positions over the ten year period.

Global responsibility for chassis products for this $265 million division. Directed product development programs and allocation of R & D expenditures.

Supervised program managers with total responsibility from concept to launch for this $ 80 million division. Successfully launched $ 12 million capital fuel system program.

Managed largest division customer, American Motors, with $40 million in sales. Secured $40 million fuel systems contract.

Mba

Bsie, Industrial Engineering