Derek Stapleton Email & Phone Number

South Carolina, United States

Piedmont, South Carolina, Us

Hendersonville, North Carolina, Us

Kanuga is an independent non-profit conference, retreat and camp center. We serve an increasingly diverse family of groups and individuals seeking respite, educational opportunities and community. Kanuga has been associated with the Episcopal Church since 1928 and is open to all. We welcome more than 25,000 guests annually from all 50 states and around the world.

Pfäffikon, Sz, Ch

Corporate Controller overseeing the North American operations of a global manufacturing company.Strategy • Partner with CEO and divisional presidents; assessing organizational performance against both annual budget and corporate strategy• Develop tools and systems to provide critical financial and operational information to CEO; making actionable strategic and tactical recommendations• Engage the board, finance, audit and investment committees; focusing on challenges, opportunities, trends and changes in the operational model(s) and delivery• Select and manage outside consultants (auditors, investment advisors, insurance agents, IT outsourcing, contractors, etc...)Executive Management• Serve as a member of the executive leadership team• Participate in business critical decision making process; focusing on strategy, tactic, operational models and executionFinancial Planning and Analysis• Maintain financial planning reports; preparing forecast and budget reports (quarterly and annually)• Responsible for analysis of financial results; developing recommendations for executive leadership (strategic and tactical)• Develop and execute analysis of various business initiatives; analyzing new operations, capital expenditures and asset acquisitions• Develop and maintain capital budgets• Responsible for development of financial planning and analysis exercises and reportsFinance• Oversee cash flow planning and ensure availability of funds• Oversee cash, cash reserves, investments and asset management accounts• Oversee financing strategies and activities; maintaining multiple banking relationships• Develop and utilize financial models and activity-based financial analysis to provide insight into the organization's operations and business plans

New York, Ny, Us

Financial Advisor serving a select group of high net worth individuals, their families, and their businesses. • Senior Portfolio Advisor – advisor authorized to exercise investment management discretion • Practice Management Development Excellence program – recognized for top quintile performance among peers • National Association of Securities Dealers (NASD) licenses: Series 7 (Brokerage) and Series 66 (Advisor). • Insurance licenses: Life, Variable Life, Variable Annuity, Fixed Annuity, Long Term Care, and Sickness and Health.

Exclusive consultant with full responsibility for strategic planning and administering all financial functions of client's business, which includes, but not limited to, the following services: Interim Chief Financial Officer, Chief Financial Officer training and support, financial analysis and reporting, accounting, financial management, bookkeeping, administration, workflow analysis, cost reduction, labor performance, information technology, accounting information systems, record keeping, employee benefits, corporate stock administration, general advisement, and special projects.

Executive Vice President with full responsibility for strategic planning and leadership of all financial functions including, but not limited to, Accounts Receivable, Accounts Payable, Payroll, Employee Benefits, Billing, Project Reporting, Cash Management, Portfolio Management, Risk Management, Fixed Asset Management, Financial Statement Production and Distribution, Tax Planning, Cost Reduction, Operating Budgets, Capital Budgets, Forecasts, and Corporate Stock Administration.• Increased annual revenue 32% • Increased annual net income 416% • Grew net worth 84% • Decreased debt-to-equity ratio 1.1 to 0.6 • Improved credit and collection policy; reducing billing cycle by 15 days. • Re-engineered the technology infrastructure and accounting information system; delivering much need business intelligence. • Implemented Automatic Data Processing (ADP) payroll and human resource solutions. • Evaluated, selected, and implemented computer aided design (CAD) software to support cost accounting objectives. • Strategically restructured chart of accounts. Developed and implemented cost centers; greatly improving visibility and management decision making. • Coordinated with Bank of America's Foreign Currency Desk to afford international customers the opportunity to pay invoices using local currency; increasing international contracts. • Responsible for capital budgeting of all capital improvement projects. • Assumed responsibilities of Chief Information Officer. • Administrator of networked software solutions including Bookkeeping, Inventory Control, Purchasing, Payroll, and Employee Benefits. • Generated successful business plans, wrote performance reviews, and managed over 150 employees. • Implemented LEAN manufacturing and Just-in-Time (JIT) inventory. • Streamlined manufacturing processes; using the Theory of Constraints (TOC) management philosophy and activity based accounting methodologies. • Conducted ISO 9001:2008 internal quality audits.

Zurich, Ch

Licensed investment professional serving retail and institutional clients. Selected to serve as member of an Investment Advisory Team supporting some of the firm's most highly respected Financial Advisors. Traded corporate stock options for Southern Company, Nortel Networks, and Scientific Atlanta. Managed investment portfolios for businesses, foundations, trusts, and high net worth individuals.

Investment Strategies And Portfolio Management

The Art & Science Of Leadership

Financial Management