Founded in 1981, Tullius Partners is an investment banking firm that specializes in enhancing and maximizing the value of companies across a spectrum of industries. My professional knowledge developed from over 25 years of experience working with some of the strongest companies in their industries. Now, at Tullius Partners, I am building upon decades of credible and reliable M&A advisory to help businesses capture value and plan accordingly. We:• Drive, manage, assist… Show more Founded in 1981, Tullius Partners is an investment banking firm that specializes in enhancing and maximizing the value of companies across a spectrum of industries. My professional knowledge developed from over 25 years of experience working with some of the strongest companies in their industries. Now, at Tullius Partners, I am building upon decades of credible and reliable M&A advisory to help businesses capture value and plan accordingly. We:• Drive, manage, assist in complex, complicated, and layered transactions that stretch across the continent and globe. • Listen, plan, and speak directly to the owners and leaders that are looking for an exit, an acquisition, or capital for a large-scale purpose. • Make sure long held goals are realized and met in an achievable timeframe. Show less

• Research, report, and teach current economic trends (local and global), foreign exchange rates and hedges, credit procedures, and international regulatory measures. • Manage profitable credit department for a $700M revenue global commodity marketer. - Handle a portfolio of several hundred customers (domestic and international).- Reduced monthly borrowing cost by 89%.- Utilized multiple mitigation tactics to increase international and domestic business in the midst of… Show more • Research, report, and teach current economic trends (local and global), foreign exchange rates and hedges, credit procedures, and international regulatory measures. • Manage profitable credit department for a $700M revenue global commodity marketer. - Handle a portfolio of several hundred customers (domestic and international).- Reduced monthly borrowing cost by 89%.- Utilized multiple mitigation tactics to increase international and domestic business in the midst of uncertain economic times. These tactics include detailed credit evaluations, fluid credit lines, proper escalation, credit insurance and tools unique to specific markets and countries (avals, pagares, etc.).• Created and improved a number of processes to increase efficiency and smooth complicated intercompany systems. - Detailed customer evaluation procedures are unique to the country the subsidiary is in. - Claims process brings together multiple departments and closely monitors the effect to the bottom line. Show less

• Analyze the financials and economic environments of potential retail customers while monitoring the conditions of current portfolio. Working with Credit Manager, determine domestic and import payment forms (checks, letters of credit, wire transfer, etc), terms, and credit limits. With the Controller, monitor the general ledger of accounts and track customers’ trending to forecasts. Manage portfolio of 30 to 40 retail customers, including Wal-Mart Stores, Target Department Stores… Show more • Analyze the financials and economic environments of potential retail customers while monitoring the conditions of current portfolio. Working with Credit Manager, determine domestic and import payment forms (checks, letters of credit, wire transfer, etc), terms, and credit limits. With the Controller, monitor the general ledger of accounts and track customers’ trending to forecasts. Manage portfolio of 30 to 40 retail customers, including Wal-Mart Stores, Target Department Stores, and Toys R Us USA and Canada, with total open receivables in 2010 averaging $4.4 million on any day, and only .7% of that over 90 days past due. Bad debt remains minimal, 0% in 2010, and less than .3% in 2009.• Research customer account reconciliations, collection activity, and deduction claims (audits, chargebacks, etc). Communication with various Wild Planet departments, internal and external auditors, and outside vendors is often required, as well as an extensive knowledge of multiple internet vendor portals (Wal-Mart’s Retail Link, Amazon’s Vendor Central, Kmart’s Workbench, etc). In 2010 recouped approximately $174.5 thousand of $177.6 thousand in unapproved deductions taken against payments. In 2009 recouped approximately $36.8 thousand of $38.3 thousand in unapproved deductions taken against payments. • Utilize MS Office suite, Epicor Software, and Citrix Systems (via 6 years of telecommuting). Created and manage an archival, electronic file system. This information includes customers’ current financial data, retail climate news, credits and appropriate backup, and chargeback data and research. Other Wild Planet departments have adopted this successful system. Show less

• Managed Traffic Department, scheduling and directing all agency work, including outdoor, print, and web advertising. Clients included Sutter Home Winery, Mauna Loa Macadamia Nuts, Union Bank of California, Digital Island, and UCSF Medical Center. With both domestic and international campaigns, the department directed 30 to 45 jobs through the agency at any given time. Created new process guide for job flow through the agency. This included presentation material for clients… Show more • Managed Traffic Department, scheduling and directing all agency work, including outdoor, print, and web advertising. Clients included Sutter Home Winery, Mauna Loa Macadamia Nuts, Union Bank of California, Digital Island, and UCSF Medical Center. With both domestic and international campaigns, the department directed 30 to 45 jobs through the agency at any given time. Created new process guide for job flow through the agency. This included presentation material for clients giving a general overview of agency process, a direction guide for staff, and a public Work In Progress worksheet for the Traffic Department team.• Trained and supervised department personnel while assisting in the management of the Print Production/Graphic Design Studio. Show less

• Planned and maintained staffing needs for Disneyland Entertainment Division’s Character Department. Handled long-term schedules for the park’s various seasons as well as monthly, weekly, and daily employee needs. Scheduling of over 400 employees involved managing the seasonal “draft” 4 times a year. During these intensified periods the employees’ rank, length of service, personal schedules, and shift desires were meshed with the park’s seasonal needs to create the quarter’s… Show more • Planned and maintained staffing needs for Disneyland Entertainment Division’s Character Department. Handled long-term schedules for the park’s various seasons as well as monthly, weekly, and daily employee needs. Scheduling of over 400 employees involved managing the seasonal “draft” 4 times a year. During these intensified periods the employees’ rank, length of service, personal schedules, and shift desires were meshed with the park’s seasonal needs to create the quarter’s schedule. Assumed a lead role in creating a new, more efficient, scheduling system for the entire Entertainment Division. This rollout included researching and testing new software, training fellow schedulers regarding new roles, and demonstrating the new system to employees department wide. • Utilized SAP software, MS Access, and MS Excel. Show less