Actively trading an average of twenty stock and option positions on a daily basis.

EXECUTIVE TRAINING & DEVELOPMENT COMPANYPost Johnson & Johnson AcquisitionLed the organization through the integration and assimilation as a Johnson & Johnson Operating Company positioning itself to double revenue from 2009 to 2011. •Led a cross-functional, cross-organizational team through the merger of three Johnson & Johnson companies in 2011. This resulted in a stronger presence in the marketplace, created a more simplified business structure that minimized complexity and confusion, and provided significant cost savings. •Received Johnson & Johnson Leadership Award as a result of successfully guiding the teams to create one unified company while valuing the unique culture and location of each of the organizations. •Managed the acquisition integration into Johnson and Johnson in 2008. Co-led the cross-company team to successfully integrate the people, processes, and systems into Johnson & Johnson’s $62B company.•Provided hands-on leadership and direction to the Finance, IT, HR & Legal integration sub-teams.•Created and presented monthly management reporting dashboards to the parent company’s Board gaining their trust and support in the delivery of results. Conducted monthly reviews with HPI’s Leadership Team to ensure alignment that goals and objectives were either met or exceeded.•Represented Finance on the Contract & Pricing Committee and contributed to the creation of our approved pricing models. Analyzed and contributed to the exception pricing model for large enterprise licensing for both a $2.5MM and $2.75MM sale.

EXECUTIVE TRAINING & DEVELOPMENT COMPANYPrivately HeldManaged this start-up company to sustain its existence through challenging economic conditions, followed by five years of 25% Compound Annual Growth with increasing profit. This successful growth led to the sale of the company to Johnson & Johnson in 2008. •Performed an instrumental role in the sale of the Human Performance Institute to Johnson and Johnson. Negotiated the terms and conditions and reviewed the sale agreement in collaboration with council. Delivered and supported the financial history of the company and led extensive due diligence efforts satisfying the stringent requirements of Johnson & Johnson. •Designed and implemented a Deferred Compensation Plan (Stock Distribution Rights).•Directed the Human Resource, Facilities and IT functions including the administration of the company’s Microsoft Windows NT Network & Microsoft Exchange Server.•Analyzed and secured an effective partnership with Insperity, an employee leasing organization, to provide employee benefits and human resource administration, which enhanced benefits to employees while reducing cost and staffing needs.•Directed the planning, design and construction of a new building addition to expand the client training capacity, resulting in increased revenue. •Negotiated settlement with a large Financial Services Company that contracted a multiyear training solution. Agreement delivered immediate profitability that allowed the Company to meet its current mortgage covenants.•Refinanced Commercial Mortgage with terms favorable to those of the original lender, who had declined to offer an extension.

REAL ESTATE DEVELOPMENT•Managed Financials for the Development Company, Real Estate Company, Homeowners Association, Golf Club and Real Estate Investment Company.•Prepared annual consolidated financial statements, quarterly financial statements for parent company, monthly budgets, and cash projections.•Secured continued funding through multiple bridge financing agreements, over several years, until such time as the company was able to sell the $100MM project.•Coordinated the annual audit and review of tax returns.•Designed and managed monthly funding requests for the company and subsidiaries.•Supervised accounting staff.•Implemented and administered Novell Network and the company’s transition to Windows.

PUBLIC ACCOUNTING FIRM•Audited small and medium sized companies.•Prepared business and personal tax returns.•Maintained in-house hardware and software.•Created a new division of the firm to consult with small and medium sized businesses regarding the implementation of computer based accounting systems. Purchased, installed, and maintained hardware and financial software. Provided migration and training to clients and continued with ongoing support.