At Vantaggio I get to focus on core skills and clients I love. Process Design and Automation, Web/Social/Digital Marketing Strategy, Design, Analytics and Execution, Process Outsourcing and Improvement, Accounting Systems and Helping Business Leaders understand and improve their businesses.

In 2016, I completed my first design and fabrication of a pedal bus/party bicycle (quad-cycle). I designed, built, wired, and created a 12 pedaling passenger quad-cycle with electric assistive motor. The bike had full suspension, a center bar, hydraulic brakes, custom chassis and 48-Volt/12-Volt DC electric system with a 5,000 Watt A/C System to power the TV, Karaoke, etc. The project required welding, woodworking, electrical design and fabrication, and a variety of project management skills. This comes on the heels of two other bike projects with electric motors and full overhauls with suspension and electrical systems design.

I have the pleasure of being invited to become involved with a fantastic group of people to start a quality and communication focused Residential Remodeling and Construction Company. As a small startup in a big field, my role has many hats;Finance, Marketing, Project Management, Sales, and Operations.

Business Due Diligence:Responsible for business licensure, insurance, and compliance across all areas of business operationsBusiness Accounting:Responsible for Multi-State Payroll using both internal controls, postings, as well as an arm-length Paymaster LLCChart of Accounts & Financial Statements for multiple legal entities reporting to a common set of financialsEquity and debt account management and relationship building with both internal shareholders and external parties.Director of I.T.Responsibilities include both on-premise and cloud based management of Exchange, AD, SharePoint, Yammer, and other Microsoft Enterprise tools.Local security policy, administration, and support of internal staff, as well as key external parties, access to document repositoriesDevelopment of a project management system supporting construction operations, daily reports, RFI, and project change orders.Sales & Business Development:Establish a documented sales process with a new CRM implementation.Develop new relationships and clientsOutside sales to the developer, architect, and owner communities for commercial, industrial, municipal construction projects.

My initial role to implement a computerized inventory and parts tracking/assembly system evolved to interim CFO. After moving the company from QBO (QuickBooks Online) to QuickBooks Enterprise and establishing an IT infrastructure, we did a systematic teardown of finances, assets, and real property.The corporation was running insolvent, and numerous liabilities needed to be addressed. I helped bring the business some strategic members for its board, an interim line of operating credit secured by inventory, and develop a strategy for a turnaround. After hiring a permanent CFO, I assumed an operations leadership position where I achieved many milestones on the path to righting the company for success.Specific Points of Merit:- Established a parts inventory system using QuickBooks Ent and QuoteWerks- Established a repair order and customer asset system using AyaNova (the industry had no solution, so I wrote the integration pieces between AyaNova, QuoteWerks, Act! Workforce, and QBE)- Became an authorized service center and dealer for E-Z-GO.- Established industry relationships with retailers for a pilot Shop In Shop program with Roger Dunn Golf- Established a custom manufacturing division- Established a global sales channel and landed both single unit sales in seven countries as well as a supply channel relationship to a client in Saudi Arabia. In pursuit of these goals, I also traveled extensively to the mid-east to build relationships in the Kingdom, UAE, Jordan, and Australia.- I established a manufacturing and development relationship with a plastics and fiberglass company in Bangalore, IN.- I lead the charge to double revenue from 1.3 million to 2.5 million in eighteen months and turning a $90k net loss to a 120k profit in the same time.In addition to the above achievements, I lead the development a BMS (Battery Management System) for Low Voltage Lithium (36-volt to 72-volt) applications.

With $300 and an American Express card, I hatched a successful sedan and limousine service in the Portland, Oregon market. Starting on just a shoestring with a rented car, I employed innovative marketing, services, amenities, and my soul in to a highly decorated service company. I took the business through many phases of expansion, two acquisitions, one merger, as well as making the command and leadership decisions that a company needs to survive.I performed every task that was called for in ten years of business. From accounting on a detail and financial statement and strategy level using QuickBooks Enterprise, to CRM, custom software, web, and IT management. I was hands on in marketing, copyright, sales campaigns, web presence, outside and person to person sales. I led in tours, chauffeuring, vehicle and asset maintenance, management, purchasing, and turnover. I managed expansion to a second market in Seattle, WA as well as harnessed and developed personal relationships with business leaders, key contacts, government, and media/celebrity agencies and individuals.I also had the steady hand and foresight to ride through the downturn of 2008/2009. Where my industry saw an average 32% decline, we held at 21% with an 11% recovery in 2010. I have made the tough financial, human resource, and long term strategy decisions. From our first acquisition of three vehicles, to our peak of 14 vehicles, 22 staff, and two cities of coverage, I have gained an MBA worth of experience in what works and what is right. I have learned to balance the needs of the customer along with what is right for the company. I have dealt with theft, fraud, and a litany of government regulations and changes, both easy and frightening.There is not a single task that I put beyond myself. I do know when to back down, however, it comes at the point of exhausted resources, not personal exhaustion.

I worked directly under the founding CPA and JD, Mr. John Spagnoletti. I created the I.T. department of this small and mid-size business CPA and Consulting Firm. I owe John a great debt of gratitude and praise for giving me an MBA level worth of education in Finance, Accounting, Operations, and Management. Our very diverse level of clients, where I would be embedded for two weeks to six months were a diverse range of businesses grossing from 50k annually to 6 million.~Micro-Brewing taken to a regional brewery and sold~High End Auto Body Shop expanded to go 70% paperless and obtain preferred direct-repair relationships~Greenhouse Nursery Operation where computer controlled environments were created in 200+ acres of greenhouses. Remote operation, highly diverse environments, and a reduction in labor of 71%~Small Batch Ice Cream Manufacturer where we created a wholesale and restaurant supply division and also diversified the line in to ice cream cakes, custom made confection towers, and unique shaved ice cream novelties.~Two Small Market Hotels where computer based accounting was non-existent to both joining national franchises.~High End Kitchen Appliance Distributor converted from an AS/400 to PC Based accounting. Expanding sales channels, markets, and guided through a sale to Sears Corp.~Neighborhood Gym expanded to a full service health club with juice bar, tanning, and acillary revenue streams that grew to 300% of the original gross. Company size grew 5x in three years and was acquired by Golds GymI eventually managed a staff of six full time and eleven contract personnel and ran multiple project teams concurrently.I only left when the main partner and my mentor, John Spagnoletti passed from cancer.