Matrix provides owners and decision makers with clear strategies to address problems and needs in the areas of finance, marketing, human resources and management. Matrix identifies actionable initiatives that will have a direct and immediate impact upon revenue while establishing a blueprint for sustained growth and profitable operations.

Provided owners and decision-makers with clear strategies to address problems and needs in the areas of finance, marketing, human resources, and management. Assignments included: Developed marketing strategy for the Northern NJ office of an accounting firm ranked in size in the nation’s top 50 and as NJ’s 8th largest.Acted as CFO for a start-up agency that provides research and strategic consulting to the pharmaceutical industry.Acted as in-house COO/CFO for this start-up company specializing in meetings planning for the pharmaceutical industry.Developed progressive organizational structure for pre-IPO Internet Company to support rapid growth and to provide effective operations.

Direct the financial and operational functions from its inception as a start up to an existing $7 million company specializing in brand positioning for pharmaceutical and biotech products. Established and negotiated first bank credit facility to handle cash flow demands. Established and developed buy/sell agreement including insurance funding and operating agreement. Advised and guided the principals through their estate and business planning phases. Negotiated the complete buy out of one of the founding principals. Established 401k plan and employee benefit plans. Worked with principals in developing strategic business plan. Completely negotiated the internal sale of 100% of the company to one principal from another. Secured the financing, negotiated the loan, developed the transition plan, provided the projections, recommended the proper attorneys and accountants and implemented the resulting changes.

Manage every aspect of the 3rd largest healthcare communications network in the world. This network includes medical education, corporate identity and package design, medical marketing, public relations, multicultural marketing, market research and consumer healthcare.Member of the Board of Directors of the Belgium office and of the Operating Boards of Bozell Wellness Worldwide and Bozell Diversified Companies

Directed the financial and operational functions for this healthcare advertising group.

Managed all areas of this healthcare advertising business. Positioned and structured the company for sale, including the development of an exit strategy, and ultimately negotiated the sale of the company.

Managed, with full P & L, business development and administration of a staff of 400 in a $1.5 billion branch network for this union-owned commercial bank.

Managed, with full P/L, business development efforts of a staff of 300 in a $1.0 billion branch network in midtown Manhattan

In Worldwide Private Banking Division (1982-83), promoted banking services and served as Account Officer to executives of major U.S. corporations. Lending included stock option financing and credit lines. Provided financial advice on income shifting techniques, tax deferral mechanisms, investments and estate planning. In Trust and Investment Division (1979-82), was responsible for new business development for the division. Interacted with attorneys and accountants in formulating financial management and estate plans.As Communications Director (1978-79), revised, reformatted and published new operations manual. In Human Resources (1977-78), defused a wide range of issues relating to: sensitive Affirmative Action, employee relations, non-union matters, grievance resolution, etc. In Branch Administration (1967-77), active in branch banking management.