Managing Director
Current
The Abaris Group (Strategic Planning And Market Research)
San Mateo And Irvine, Ca
Performs quantitative and qualitative market research, financial modeling, and competitive analysis for firms in a wide variety of industries, including software, consumer products, internet, semiconductor, and start-up firms. Led strategic planning sessions for executive teams. Wrote business plans and go-to-market plans, set up performance tracking systems, and developed growth strategies. • Assisted 5 companies in raising capital by developing business plans, and creating financial models and presentations for investors. • Worked with B2B software start-up to refocus their marketing and sales efforts toward large firms. Client solicited and won business from Fortune 100 companies.• Developed a modified version of Hoshin Kanri planning process that helps executive teams ensure strategic plans are implemented in a timely fashion.Served as General Manager for Concept Media, an Abaris client, for 3 years.• Reversed sales decline during a market contraction by focusing sales teams on more profitable customer segments and by improving sales and marketing processes with new CRM tools. • Implemented a complete systems conversion, including a new financial management system, new inventory control system, and new sales management system. Introduced web marketing tools.• Overhauled product line, including eliminating poor selling lines and expanded digital products. Also renovated portions of the 30-year-old physical plant. • Handled overall P&L responsibility, including accounting, marketing, sales development, employee training and development, and selecting, developing, and delivering new products on time and within budget. • Led the team that won top honors in an industry competition for the first time in the company’s history, beating out much better funded organizations such as the Discovery Channel and The Juvenile Diabetes Research Foundation.• Packaged companies for acquisition, including preparing all the financial statements.