Dan Breene Email & Phone Number

Lake Oswego, Oregon

Helps business leaders to improve their thinking, deepen their beliefs and improve their results through how they lead and how they live.

Lake Oswego, Or

Founded a financial services and advisory firm focused on high-net-worth client asset protection and retirement strategies. Provide strategy and restructuring consulting services for business owners.

Portland, Oregon Area

Identify, close, and retain high-net-worth private clients, trusts, and foundations. Structure diversified financial solutions to provide both growth and preservation of wealth over full market cycles. • Established high profile presence in Portland market.• Provide integrated money management, trust and insurance solutions. • Developed strong referral relationships with key attorneys and accountants, driving new business referrals and client satisfaction.

Provide executive, financial, and strategic leadership for this early-stage technology company with patented pneumatic technology to produce salable coal from waste coal piles, and licensed technology to produce clean metallurgical grade coke to fuel industrial furnaces. Determine ongoing strategies, operational priorities, and organizational structure to reduce cash burn and produce first revenue.• Identified and resolved SEC registration issues, avoiding potentially severe penalties.• Negotiated key contracts for clean coke pilot plant resulting in lower costs.• Restructured balance sheet and established financial controls to enable new investment round.• Launched $3 million investment round to enable company to grow coal processing revenue and begin clean coke production.

• Identified, closed, and retained high-net-worth private clients, trusts, and foundations for one of the nation’s premier money management firms with $450 billion under management. Established high profile presence in Portland market.• Developed strong referral relationships with key attorneys and accountants, driving new business referrals and client satisfaction.

Provided executive, financial, operational and strategic leadership for this start-up company connecting hotel guests with local, regional, and national advertisers through a proprietary electronic visitor’s guide. Guided company in value-added core business, creating a variable-cost business model by outsourcing ancillary activities. Served on the board and held the position of Board Secretary.• Raised initial and secondary rounds of angel investment capital.• Launched business model with successful proof-of-concept test in Salem, Oregon and subsequent roll-out to Boise, Idaho.

Identified, analyzed, valued, negotiated, and structured major acquisitions, joint ventures, licenses and divestitures around the world. Lead multi-disciplinary teams conducting due diligence and financial modeling. Negotiated deal structure, terms and conditions and definitive documents. Analyzed past acquisitions; formulated component sales and product certification policies; and authored an acquisition manual. • Completed an asset and associated technology purchase/license from Motorola subsidiary in Denmark. Subsequently captured dominant worldwide market share.• Acquired stock of leading manufacturer of MPEG test solutions in Cambridge, UK. Merged Tektronix Beaverton-based activities to create UK worldwide center of excellence; eliminated reliance on French supplier.• Acquired stock of leading optical test equipment manufacturer in Munich, Germany providing market presence in unserved segment.• Closed major cash sale of optical transmission test products and licensing of related technology in lieu of shutting down declining business segment. Sale represented $25 million positive swing in cash flow.

Provided financial consulting services to aviation industry clients in areas of operating/long-term leasing and financial structuring.• Provided expert witness testimony regarding economic validity of aircraft leases totaling over $10 million in the bankruptcy of a regional airline.• Served as CFO for multi-disciplinary team bidding on the privatization and restructuring contract for the national airline of Greece.

Portland, Oregon

Provided leadership for two of PacifiCorp’s subsidiaries. Established business objectives, operating infrastructure and financial affairs for INSPECT, a start-up company with revenue potential of $50 to 75 million and return on equity of 40+ percent. Directed all activities for Aviation Holdings, including prospective investments in parent company’s unregulated businesses. Held full P&L responsibility for assets of $445 million and return on equity in excess of 20 percent. Consulting clients included Philippine Airlines, The World Bank, and SriLankan Airlines.• Conducted nationwide INSPECT market research; produced strategic marketing and sales plans that created market awareness. Identified potential customers representing 100 percent of pro-forma income.• Returned an off-lease Boeing 747 aircraft to revenue-earning status, avoiding a write-off in excess of $20 million. Identified lessee and negotiated operating lease for off-lease Airbus A300 with a book value of $25 million. Sold 22 aircraft for $96 million to meet asset diversification requirements.• Assumed day-to-day management of federal computer and software systems integration subsidiary. Identified leverage points in U.S. Army contract that resulted in $2 million settlement, avoiding $88 million loss.

Pittsburgh, Pennsylvania

Identified, negotiated, closed and managed transportation-related loans, leases, and tax advantaged investments worldwide; carried full P&L responsibility. Developed rapid growth strategy of ownership and commission foreign sales corporation leases to capitalize on short window of opportunity.• Aggressively developed ownership and commission foreign sales corporation leases, operating leases and facility sale/leasebacks generating $867 million in highly profitable tax-advantaged investment.• Negotiated and closed innovative $41 million sale/leaseback and term loan package for Midwest organization. • Recipient of 1990 Westinghouse Corporation Marketing Awards including Pricing Award for International Sales and Best Marketing Award for Product Introduction.

Served as Director of GE’s Corporate Finance Group, Ltd., CEO and Vice Chairman of Kerr Leasing and Fleet Services, EVP of Acquisition Funding Corporation, and Manager of Operational Planning & Business Development for the Corporate Services Financing department Initiated plan to enter UK management buyout market through mezzanine financings. Orchestrated the turnaround of a $100 million money-losing subsidiary and restructured for growth. Led leveraged buyout business with $420 million loan portfolio for seven-state Midwest region. Managed new ventures and strategic direction for $2.5 billion leasing and project financing business.• Corporate Finance Group Ltd.–Forged relationships with key UK deal sources; reviewed eight deals with potential funding of $357 million and identified acquisition opportunity for boutique investment bank in Munich, Germany. Identified mezzanine finance niche in Europe and initiated a deal flow that led to over $500 million in funding.• Kerr Leasing–Achieved 300 percent growth and slashed expenses by 24 percent to achieve breakeven profitability. Proposed growth strategy that resulted in two major acquisitions, making GE Capital the world's largest fleet lessor with 1.2 million vehicles under lease and service management.• Acquisition Funding–Reorganized business unit and spearheaded focused marketing effort that produced $121 million in new business within seven months. Negotiated key warrant sale that generated pre-tax profit of $18 million. • Corporate Services Financing–Recommended and developed first company financing product for cogeneration projects including formation, staffing and first year operations of Energy Venture which funded five cogeneration facilities for $350 million. Orchestrated strategy for Vendor Venture, which grew to $2 billion in revenues and contributed $288 million in net earnings in 2001.• Awarded GE Capital Odyssey of Opportunity Award in 1983 and GE Capital Pinnacle Club in 1986.

Developed the strategy and managed the transition of the business from an operating lessor of computer peripherals to a leveraged lessor of transport category aircraft and rail equipment.

Equipment leasing marketing and sales. Consistently exceeded targets.

General management of restaurant and bar operations

Nuclear Weapons Security Platoon Leader

Bs, Management Science

Mba, Management

Executive Development Course