Owner and President of a leading manufacturer of reclaimed and new cut timber products including flooring, stair treads, paneling, table tops, beams, box beams, mantels and shelves.

Private investment firm focused on majority acquisitions of multi-unit franchisees in leading consumer brands across the US and niche manufacturers located in the Midwest.

Full P&L responsibility for Fidelity's Personal Investing BU which has over $2 trillion in customer assets under administration, 15 million customer accounts and 14,000 employees nationwide.Fidelity Personal Investing provides individual investors with investment services such as retirement planning, college planning, estate planning strategies, retail brokerage & trading strategies and cash management offerings. Fidelity Personal Investing is a leading provider of products such as managed accounts, mutual funds, annuities and individual securities.

* Primary financial partner for Fidelity's Chief Marketing Officer. Provide analytical and strategic support and leadership for customer segmentation, customer strategy and all associated marketing efforts. Scope of the marketing efforts covered includes all media types, business partnerships, events, incentive offers and outbound sales efforts.* Primary financial partner for the head of Fidelity's Retail Retirement business which has the #1 market share in the U.S. IRA market. Provide analytical and strategic support and leadership for all product development and go to market initiatives. * Primary financial partner for the head of Fidelity's Tax Exempt defined contribution business which has #1 market share in the Healthcare defined contribution market and #2 market share in the Higher Ed defined contribution market. Provide analytical and strategic support and leadership for all product development, marketing, relationship management and participant guidance initiatives including a large geographically dispersed group of planning and guidance consultants.Also responsible for developing all headcount, financial and investment budgets and KPI targets for all businesses listed above and working with business partners to manage to those objectives.

* Primary financial partner for the President of Fidelity Brokerage Services, the retail broker-dealer of Fidelity. Provided analytical and strategic support for all product development and go to market initiatives associated with Fidelity's retail brokerage/trading, margin lending and cash management businesses.

Responsible for the BU planning office and central finance function with responsibility for the BU's strategy development, planning, financial analysis, statistical analysis and discretionary investment management.

Co-author of two finance cases published by HBS Publishing for use in MBA and Executive Education graduate business education programs.1). Hanson Private Label: Evaluating an Investment in Expansion2). Jones Electrical DistributionCo-authored the cases with permission while employed by Fidelity though the cases were unrelated to my work for Fidelity.

Strategy, marketing and operations consulting primarily for clients in the retail and consumer packaged goods industries. Partial listing of projects completed follows:* Led team in the evaluation of a leading multi-national retailer’s portfolio of businesses based on ROIC and growth potential and re-designed the company’s corporate and business unit forecasting and planning processes. Work led to a multi-billion dollar reallocation of future capital spending. * Redesigned and piloted the customer contact processes for a global food service and restaurant operator focused on improving frontline employee sales execution resulting in a return to positive comp sales growth after 2 years of negative comp sales growth.* Led team developing and implementing new circular advertising processes and tools for a leading multi-national retailer. Used the tools to develop 2007 circular plan targeting a 15% increase in sales and a 20% increase in margin impact from the circular.* Developed new local market planning and distributor performance management tools, templates and processes for a wine and spirits company resulting in revenue growth exceeding 10% per year. * Led team conducting industry due diligence for a top tier private equity firm buying the leading private label manufacturer in a large consumer staple category. Work identified imminent industry inflection point and enabled client to significantly reduce its purchase price and tailor its strategy. * Led team in the development of a new shared services strategy for a leading global consumer packaged goods company. Work enabled the identification of the next phase of shared services expansion covering over $3 billion in process cost and cost reduction targets of $300M+.

* Led teams that executed four IPOs and four secondary offerings of public equity capital, a private equity offering and a sell-side M&A transaction in the technology and business services sectors.* Led teams that analyzed the financial, strategic and debt ratings consequences of equity and debt financing transactions including in conjunction with mergers and acquisitions.* Developed valuation models using discounted cash flow, comparable company, comparable transaction and LBO valuation methodologies.* Developed forecasting and planning models including analysis on feasibility of critical assumptions.* Prepared communications for senior executives and investors including capital commitment committees, retail and institutional sales forces, institutional investors and prospective acquirers.

Member of deal teams on nine completed transactions including: divestiture in the consumer goods industry, LBO in the industrial staffing industry, public equity offering in the temporary staffing industry, sell-side advisory in the packaging industry, three buy-side advisory transactions and two related private equity and debt placements to finance the acquisitions in the tax prep, pharma distribution and oil services industries.

Enlisted Military Policeman in the 35th Infantry Division, KS Army National Guard (1991 – 1997) and IRR (1997 - 1999)“Boot Camp” (1991); Military Police School (1992); Primary Leadership Development Course (1994)

* Led teams that audited and prepared financial statements for bank holding companies.* Conducted financial due diligence and prepared portions of IPO registration statement in conjunction with a bank holding company’s IPO as well as due diligence on target company acquired by client.* Passed Certified Public Accountant (CPA) exam.