Comprehensive Financial Services

Director of Sponsor Development 2010Director of Symposium 2007-2009Symposium Committee 2007-2018

Prepared written comprehensive financial plans for individuals and small business owners encompassing all aspects of financial planning (cash flow, net worth, investments, taxes, estate planning, risk management, and retirement). Assisted clients in the implementation of investment and insurance strategies recommended in the financial plan. Developed and implemented client marketing and acquisition strategies. Operated as a franchisee/independent contractor of AEFA.

WILLOW HOSIERY COMPANY, INC., Erlanger, Kentucky(A wholly-owned subsidiary of The Actava Group, formerly Fuqua Industries) Executive Vice President (4/96-12/96) Responsibilities included managing the daily sales, operations and administration of the Company. Developed short and long-term strategic plans. Negotiated agreements with licensers and major suppliers. Coordinated major customer programs and sales presentations. Continued the major responsibilities of Chief Financial Officer listed below. (Note: Willow Hosiery was sold to Roadmaster Industries, Inc. in December 1994. Roadmaster downsized Willow Hosiery in May of 1995 and relocated the Company to Erlanger, Kentucky to share facilities and certain staffing with Hutch Sports USA, a sister subsidiary. )WILLOW HOSIERY COMPANY, INC., New York, New York. (A wholly-owned subsidiary of The Actava Group, formerly Fuqua Industries) Chief Financial Officer (4/91-12/96) Responsibilities included financial reporting, budgeting, accounting, treasury, administration, personnel, benefits, and information systems. Reorganized and restructured accounting andadministrative functions to improve efficiencies and reduce costs. Computerized the Company's manual accounting and operational systems which include coordinating and designing the modification of a software package with the developer for the operating system from order entry through cash receipts including management reporting, sales, costing, gross profit analysis, customer service, purchasing, royalty reporting, general ledger and accounts payable. Served as the system administrator for the Novell NetWare network system. Managed the establishment and maintenance of the Company’s Electronic Commerce relationships with customers such as Wal-Mart and Sears.

Fuqua was a diversified holding company which ranged in revenues from $560 million to $2 billion during my tenure. Fuqua owned from 5-10+ subsidiaries during this time including subsidiaries in banking, lawn & garden equipment, sporting goods, wholesale photofinishing and others.Fuqua endowed the Fuqua School of Business at Duke University