Beth Morgan Email and Phone Number

Active angel investor focused on health and wellness.

•Own and develop investment real estate.•Responsible for strategic vertical expansion of asset management company ($350MM portfolio of manufactured housing, self-storage, light industrial) into property management.•Create strategic, marketing and communication plans to increase asset values and profitability, and to minimize risk by effectively positioning assets versus the competition.

•Provide Board leadership as first co-chair after founder for 255-acre outdoor learning center with mission to inspire environmental and community stewardship.•Support branding, positioning, messaging and fundraising efforts. Chaired several fundraising events.

•Provided guidance for organization as it shifts from volunteer-driven to board-driven, and during changing financial times.

•Provide financial, marketing and business skills to further the building of an authentic, educational Chinese garden that is financially self-sustaining (Phase I budget: $6.3MM). •Responsible for business plan, marketing plans, internal controls, personnel policies and five years of audits.

•Managed cash and profit through year 3 of operations (50% revenue growth vs. year 2).•Negotiated lender financing and maintained banking relationships.•Developed financial reporting system that facilitated management decision-making (including budgeting and spending accountability processes). •Established financial controls, and human resources and administrative policies and procedures.

General Management: •Managed $100MM Nestlé strategic business. Responsible for delivering financial goals, determining strategic direction, developing and executing marketing plans (with three direct reports).•Identified opportunity to double the size of the business through precise definition of target consumer and market dynamics. Repositioned Brand accordingly.•Reversed sales decline of -1% (vs. prior year) and improved growth trend to +7% from 12/94 to 7/95.•Tested the impact of different strategic marketing mixes on sales and profitability to optimize the business.•Increased profitability from 7% to 10% from 12/94 to 7/95.Strategic Planning:•Identified and launched profitable new product categories congruent with Contadina’s strategy and consumer trends.•Created 5-year plan and strategic direction for Contadina.•Developed Brand sales, P&L and budget goals.•Identified risks and opportunities to the P&L.New Products:•Developed, tested and launched profitable new products.•Coordinated product development with Nestlé Italy and Switzerland.•Determined positioning and marketing plans for new products.•Launched refrigerated products into new channels of distribution.Marketing: •Managed advertising development and execution (creative and media plan) for TV, print and radio.•Developed consumer promotion and public relations strategies and plans.•Coordinated market research.•Created packaging strategy, graphics and copy.•Supported Sales in broker management (Florida, four months).

•Developed marketing plan for new product, including packaging, pricing, competitor and category analysis, roll-out plan, promotion plan, volume and P&L projections.

•Analyzed demographics and competitive media schedules to determine media strategy.

•Negotiated procedures with contract packers to minimize loss exposure.•Restructured accounts payable department (annual cash disbursements: $35MM).•Managed general ledger and preparation of financial statements (annual profit: $111MM).•Supervised department of professional and clerical employees.