Consulting Engagements - DTC / Online Retail - M&A Advisory - Public Sector

We are a collective of designers, strategists, researchers, operators, and producers who create value together.

Created, implemented, and managed supply chain, logistics, and warehousing processes and projects. Synchronized 8,000 container, FTL, and LTL shipments annually, which comprise $125 million of inventory (cost of goods sold) into a 500K-square foot centralized distribution center.Managed Covid-driven supply chain disruptions, inventory fluctuations, and transportation cost increases including delays due to inventory, raw materials, and equipment shortages as well as port congestion.Negotiated contracts and tariffs for Container, Drayage, TL, LTL, and parcel shipments. Saved $500K in freight expenses within the last 12 months via route optimization and competitive bid solicitation.Eliminated 54% of unproductive inventory while maintaining margin integrity and enhancing cash flow.Reduced customer back orders by 56% while limiting inventory growth to 15% via targeted product inflow.

Corporate Finance Engagements- Controller for a medical devices company. Implemented billing process improvement that led to 17% improvement in revenue recovery. - Audited, analyzed, and modified expense structure for a technology company. Implementation of my recommendations resulted in an operating margin increase of 2.5%.Strategic Development Engagements- Developed business expansion and distribution strategy analysis methodology for privately-held, large-ticket consumer products company leveraging my expertise in creating and navigating financial models for extensive scenario modeling analyses.- Created business development / vertical segment marketing plan for a technology company, including product and price segmentation with associated hardware and software revenue recognition (based on ASC606) policies and cash flows.

Most Trusted Wireless Telecom Equipment Research Analyst in Greenwich Associates poll#2 Overall Analyst Quality in Wireless Telecom Equipment Sector in Greenwich Associates pollTop Stock Picker in the Communications Equipment Sector in NASDAQ-Starmine poll.

Lead a team of analysts providing focused research on broadband / microwave systems, components, infrastructure, and software in wireless communications.

Provided focused research on broadband / microwave systems, components, infrastructure, and software in wireless communications.

• Core Team Member of operations in the Illinois, California, and Nevada markets.• Developed marketing programs and rate plans that contributed to financial success by increasing market share, revenues, and / or profitability in highly competitive markets. Produced financial analyses for these programs that included revenue impact, break-even analysis, three-year forecast, and net income effect.• Developed market analysis, channel analysis, competitive scan, and database marketing tools.

Developed monthly Board of Governors reports regarding capital expenditures, depreciation of capital assets, leasehold amortization, building depreciation, and fiscal activity statistics.