We help small to medium-sized companies dramatically improve the performance of their supply chains. We specialize in identifying the best locations for warehouses, distribution centers, manufacturing plants, or the design of the entire supply network. We support private equity in performing due diligence on acquisition targets. When acquiring an asset, an existing supply network is often associated with the brand or organization. Financial analysis typically focuses on the value of the target revenue, inventory, brand strength, etc. An oft-overlooked value bucket is the supply network. Is there equipment we can use? What about the location of any of the target company’s warehouses, distribution centers, or manufacturing facilities? There may be value in adding one or more of these assets to the existing network. Any value identified here could change the equation related to moving forward with an acquisition.We also focus on teaching organizations how to properly manage inventory, leading to lower inventories and improved order fulfillment. We focus on smaller to mid-sized companies because these are typically organizations that can’t afford expensive planning software. We help many organizations unlock wealth hidden in their supply chains by utilizing Microsoft Excel.From creating a proper sales forecast to developing supply plans that ensure the proper balance between order fulfillment and inventory investment, we teach your personnel the fundamentals, and best practices for supplier relationship management. Upon project completion, your team will be able to sustain a high-performing supply chain once our team disengages.

Biote is a hormone optimization company that trains its partners in the BioTE Method, which utilizes clinically-validated medical approaches that identify and treat imbalances in the production of hormones. By partnering with over 4,700 medical providers across the United States, Biote is educating practitioners on the scientific evidence of the roles of hormones and supplements in supporting improved health, and in the responsible treatment of patients. We are dedicated to helping patients live better, longer lives by changing how healthcare is practiced globally.• Managed team responsible for all aspects of Supply Chain, Quality, and Facilities Management. • Managed vitamin supplement business ($33M 2022 revenue with 19% AGR), and Medical Device business ($1.74M 2022 revenue with 12% AGR). o Developed forecasting model and inventory management tools managing 23 SKU’s achieving 99.6% fill rate over 2.5 years. o Managed relationships with 13 vendors. Established monthly planning sessions leading to better demand/supply visibility and significantly improved relationships. Negotiated new contracts and onboarded 5 new suppliers. o Negotiated new pricing with largest supplier resulting in annual savings of $1.95M (17.2%). • Led project moving vitamin supplement order fulfillment to 3PL vendor. o Wrote RFP, analyzed responses, and selected winner. Negotiated contract and led integration. o Move enabled strategy change adding D2C channel to previously exclusive B2B channel. • Established a Quality department by recruiting and hiring Quality Director as a direct report, enabling the organization's quality system for the first time. • Managed all aspects of facilities, including landlord negotiations and planning and oversight of large construction projects. Hired and worked directly with architects and general contractors.

I led a team of 10 direct and 14 indirect reports. I have responsibility for Transportation, Warehousing and Distribution, Kitting, Procurement, Medical Device Repair, and Facilities Management. My teams are responsible for the following:• Repair and maintenance of temperature-controlled radiofrequency energy systems used for plastic surgery and dermatology procedures. Ensure quality standards for servicing generators are performed and accurately track the location and status of all assets.• Technical phone support for internal and external customers.• Production of kits into salable SKU’s. Develop inventory strategies to ensure customer service levels are maintained.• Management of warehouses (internal and 3PL) in US and Barcelona, Spain. Set appropriate inventory levels. Ensure inventory accuracy is maintained through regular cycle counts ans annual physical counts. Pick and pack customer orders. Manage all shipments to domestic and international locations. • Logistics support for over 80 tradeshows annually.• Effectively manage budget and control expenses.• Identify and manage appropriate KPI’s in all areas under supervision.• Manage purchasing function for all direct and indirect spend. Identify economic order quantities, facilitate relationships with key suppliers, and manage annual supplier qualification process.• Manage Sales & Operational Planning process ensuring appropriate levels of inventory are maintained.• Monitor and manage safety, health and environment, quality and regulatory requirements.• Identify and select 3PL’s, negotiating and establishing contract terms. Maintain mutually beneficial relationships with all vendors.• Partner with sales and marketing teams to meet revenue goals, improve customer service and reduce costs.• Create, update and ensure compliance with all SOP’s for all departments within Operations.• Approve all hires, terminations, PTO and overtime for all staff.

I led a team consisting of 6 direct reports and 22 indirect reports, and was responsible for the direction and management of 3 third party logistics providers. My team consisted of Customer Service, Transportation, Warehousing and Distribution, Network Design and Optimization, Master Data Management, and Light Manufacturing. I have P&L responsibility and my team manages all Order-to-Cash processes to maximize customer service levels while minimizing distribution costs. To achieve our team’s objectives, we perform the following functions:• Setting and monitoring target values for service and cost KPI’s• Ensuring a suitable distribution network is defined, optimized, and maintained, utilizing the LLamasoft Supply Chain Guru application• Leading implementation of logistics strategy across all Galderma sites• Monitoring and managing safety, health & environment, quality, and regulatory requirements• Implementing import and export logistics strategies and methodologies, managing the importation of goods from 6 countries• Lead risk analysis for logistics and drive development of actionable alternatives• Select most suitable 3PLs, establishing equitable contracts and maintaining beneficial working relationships with service providers• Partner with customers and logistics peers ensuring Galderma is meeting expectations to improve service and reduce costs. • Effectively manage budget and control expenses, specifically managing Freight and Warehouse/Distribution costs• Develop economic evaluations and recommendations regarding major capital expenditures• Determine headcount needs. Interview, hire and maintain appropriate staffing levels• Ensure all regulatory and compliance measures are met• Place safety in the forefront, ensuring training and compliance with Galderma’s Safety Code of Conduct, OSHA and GMP’s

I led a team responsible for the logistics of a pharmaceutical supply chain supporting annual gross sales of over $2 Billion. My team directs supply chain customer service, transportation, warehouse activities, network optimization, and logistics quality management. I have P&L responsibility and am accountable for the provision of customer service and cost achievement by managing 3 distribution centers in North America, comprised of both in-house and 3rd party operations. My team manages all Order-to-Cash processes to maximize customer service levels at optimal distribution costs. To achieve our team’s objectives, we perform the following functions:• Setting and monitoring target values for service and cost KPI’s• Ensuring a suitable distribution network is defined, optimized, and maintained, utilizing the LLamasoft Supply Chain Guru application• Leading implementation of logistics strategy across all Galderma sites• Monitoring and managing safety, health & environment, quality, and regulatory requirements• Implementing import and export logistics strategies and methodologies, managing the importation of goods from 6 countries• Lead risk analysis for logistics and drive development of actionable alternatives• Select most suitable 3PLs, establishing equitable contracts and maintaining beneficial working relationships with service providers• Partner with customers and Nestle logistics peers ensuring Galderma is meeting expectations to improve service and reduce costs. • Effectively manage budget and control expenses, specifically managing Freight and Warehouse/Distribution costs• Develop economic evaluations and recommendations regarding major capital expenditures• Determine headcount needs. Interview, hire and maintain appropriate staffing levels• Ensure all regulatory and compliance measures are met• Place safety in the forefront, ensuring training and compliance with Galderma’s Safety Code of Conduct, OSHA and GMP’s

I led a team of supply chain analysts in the development of network models to identify the most cost effective actions to source and route material to production facilities, distribution centers and customer locations.• Perform network optimization activities by identifying minimum cost supply networks considering location, cost, vendor, transportation alternatives and speed of execution. Adept at database management and advanced data handling. Experienced user of LLamasoft Supply Chain Guru network optimization software.• Develop robust financial and operational models to identify strategic alternatives and to quantify changes in end-to-end supply chain cost and performance.• Collaborate with and lead organizational business partners to evaluate the financial impact of operational strategies and to ensure project recommendations are organizationally aligned and return on investment is maximized.• Allocate capital budget among nineteen production facilities. Identify and evaluate options for added capacity and capability within the supply network.• Evaluate capital project portfolio ensuring appropriate rate of return on investments. Identify capacity and capability enhancements which align with the strategic direction of the organization and yield the highest economic benefit with acceptable risk.• Prepare capital investment decision analyses outlining net present value, internal rate of return and payback period estimates. Develop presentation materials which effectively articulate capital investment recommendations to the executive management team.• Manage and direct the allocation of approximately $65M in annual manufacturing capital expenditures ensuring equitable allocation among 19 manufacturing plants. Align capital allocation with manufacturing strategy regarding in house vs. contract manufacturing and local manufacturing vs. make and ship.

Work directly with business owners and operators to develop and implement operating models that result in more customers, higher revenues, reduced operating costs and higher profits.Develop creative solutions that enable organizations to quickly solve complex customer facing and operational issues. Some examples of our work:• Minimized transportation costs through greenfield analysis identifying best location for an organization dispatching 23 vehicles across a 279 square mile service area daily.• Managed a team of engineering and supply chain staff implementing an ERP system in a manufacturing environment.• Worked with an engineering and architectural firm to develop a business plan for a new service offering.

Develop and implement processes and solutions that significantly improve operating performance. Project results typically include substantial improvements in customer satisfaction, manufacturing productivity, supply chain effectiveness, product quality and operating profits.For a manufacturer of specialty gourmet foods: • Enabled this startup to more than triple its annual revenue over a 19-month time frame. As Director of Supply Chain, responsible for hiring, training and leading the supply chain & operations team.• Reduced inventory over 42% and cut transportation costs over 77% through use of Sales & Operational Planning, improved Production & Inventory Control and enhanced Transportation Planning procedures.• Negotiated the procurement of over $4.3 million in products and services. Instituted supplier enhancement programs driving improved quality and lower costs throughout the supply chain.• Designed new call center and new fulfillment center resulting in improved customer service and reduced operating costs.

Accelerate the implementation of strategic imperatives, delivering sustainable bottom-line results. Develop and implement tailored management systems and the required supportive human behaviors.For a $460 million manufacturer of fireproof ceramic refractory products with 9 plant locations:• Designed optimal supply network, maximizing capacity utilization while minimizing total landed cost.• Boosted equipment utilization over 31%, cut labor more than 6%, reduced equipment downtime more than 12% and lowered manufacturing lead times more than 47%.• Reduced the number of SKU’s by over 21% effectively eliminating negative profit margin sales through the use of Activity Based Costing methodology and SKU rationalization.For a $580 million distributor of hair care products: • Identified best location for new distribution center through Greenfield analysis, minimizing total distribution costs.• Consolidated 2 distribution centers into a single, more efficient operation.• Improved labor productivity more than 22%, increased manufacturing productivity more than 16%, cut overtime 19% and total labor expenses 23% through the application of lean principles.

Increased the productivity of manufacturing, assembly, distribution and supply chain operations. - Identified core operational problems and developed improvement plans. - Designed solutions composed of technology and process improvements. - Impacted performance across the entire spectrum of operations, including supplier relationship management, procurement, demand management, master planning, production planning, job scheduling and sequencing, inventory management, transportation management, and network planning & optimization.