Expert Details

Expert in Financial Advising, Customer Relationship Management, Retirement Income

Expert ID: 735933 Georgia, USA

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Personal Financial advisory, Restaurant operations, Retail sales & merchandising. Selling to high-level execs.

PROFESSIONAL SKILLS AND PRACTICAL EXPERIENCE:
 Professional sales techniques, relationship building, and can-do attitude
 Experience diversification; financial advisory, hospitality, PC software, consumer products merchandising & marketing
 Effective departmental budgeting, planning and cost controls implementation
 Recruiting, hiring and training; salespeople, consultants & managers
 Balancing management delegation with hands-on involvement
 Excellent negotiating skills
 Utilization of common courtesy and professionalism in the conduct of business

Expert may consult nationally and internationally, and is also local to the following cities: Atlanta, GA

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Education

Year Degree Subject Institution
Year: 1974 Degree: BA Subject: Physical Education Institution: Herbert Lehman College, City University of New York

Work History

Years Employer Title Department Responsibilities
Years: 2007 to Present Employer: Undisclosed Title: Financial Advisor Department: Finance Responsibilities: Comprehensive advisory in preparation for sustainable retirement income. Areas of expertise include securities, life insurance and long-term care insurance. Custom plan creation for individuals, families and small businesses.
Years: 2007 to 2011 Employer: National Financial Services Group Title: Financial Advisor Department: Sales Responsibilities: See above.
Years: 1995 to 2007 Employer: BellaVia Enterprises, Inc. Title: President, CEO Department: General Management Responsibilities:  President/Owner; CiCi’s Pizza Franchisee, Decatur, GA (pizza buffet concept)
 Built business from construction to sale; developing productive church and school relationships, targeted outdoor boards to build take-out sales consistently during life of the store (12% of revenues), full concept remodeling
 Awarded DeKalb Chamber’s “Start-up Business of the Year” in 1995
 Leading CiCi’s restaurant in the greater Atlanta market five consecutive years
 93% secret shops average over final two years of operation (2 shops per month)
 Hired and groomed middle managers, five of whom grew to General Managers and two became owners of their own units; retained one GM for 6.5 years
Years: 1993 to 1995 Employer: International Verifact, Inc. Title: VP, Sales Department: Sales Responsibilities: National sales responsibility, management of sales force.

 Regional Sales Manager, promoted to National Sales Director within 3 months
 Built and managed national network of sales and consulting professionals (12)
 Enhanced minor market share by 60% and position for unique encryption methodology in point of sale terminals against dominant competitor
Years: 1986 to 1993 Employer: Nielsen Market Research Title: Division Vice President Department: Sales and Consulting Management Responsibilities:  Marketers of PC-based “SPACEMAN” software for retail shelf space management, incorporating retailer Point-Of-Sale data; generated product and category level sales, profit & ROI analysis and a total store planning tool.
 VP, Eastern Division Sales and Consulting (upon consolidation of Nielsen Retail Services Dept.); assumed sales leadership for one-half of U.S, led by example by personally closing the business for the American Stores conglomerate in Salt Lake City. Managed total staff of 20, including 4 managers and admin. Total budget: $15 Million (1992-1994)
 VP, National Consultant Services (upon Nielsen acquisition); Worked in strategic planning with Nielsen management. Established the department, hired the implementation force and instituted a new sales program for consulting services; new revenues boosted overall sales by over 26% in first year alone. Managed staff of 10 consultants plus admin. Organized a separate department for trainers and phone support people in support of annual maintenance fee sales (15% of software cost). Sales to $2.5 Million (1990-1992)
 Region VP, Northeast Sales with original firm, Logistics Data Systems; new business development among retailers and manufacturers; built regional share of market to over 65%; Personally secured trade press exposure for our software and the young industry with Supermarket Business, Chain Drug Review & Progressive Grocer. Featured speaker at National Association of Chain Drug Stores MIS Conference (10/1988). Sales to $2 Million (1986-1990)
Years: 1980 to 1986 Employer: 7UP USA, subsidiary of Phillip Morris Title: National Retail Sales Manager Department: Sales Responsibilities: NYC market manager, coordinating brand representation; Retail sales department, developing all other channels of trade beyond traditional supermarkets.
 National Retail Sales Manager; managed a sales team (5) for non-food retail chain sales & trade shows. Organized a third-party communications system for trade promotions to national bottler community. (1985-1986)
 Retail Chain Manager – Northeast; expanded account base by 15 new accounts in non-food retail in the first year alone; supervised local marketing execution of new cola introduction in Western NY State markets (1983-1985)
 Sr. Area Sales Manager – Metro NYC Market; achieved working synergies among 7 independently owned bottlers, a first in market history; promotion strategy generated average sales (+17%) and market share (+10%) increases in 2 consecutive years for 7UP brands.
Years: 1978 to 1980 Employer: Gillette Safety Razor Title: Sr. Market Manager Department: Blade & Razor Responsibilities: Headquarter sales to major NYC market operators in all classes of retail trade.
Years: 1976 to 1978 Employer: Campbell Soup Co. Title: Sr. Territory Sales Manager Department: Sales Company Responsibilities: 75-store territory in The Bronx, NY. Merchandising, sales and headquarter client development.
Years: 1974 to 1976 Employer: Various Title: Sales Department: Various Responsibilities: Discovery of sales instincts. Developing sales skills and making money with various small businesses.

Career Accomplishments

Associations / Societies
 Board Member, Johns Creek Business Association (2014-present)
 Board Member, Suwanee Business Alliance (2010-2012)
 Multiple memberships, Atlanta area senior care providers networks (2008-present)
 Manager of Managers Program, University of Michigan (1990)
 BA, Physical Education; Herbert H. Lehman College of CUNY (1974)
Licenses / Certifications
Series 7, Life insurance, LTC insurance and Variable annuities.

CFS; i.e., Certified Funds Specialist
Awards / Recognition
Dekalb County Start-up Business of the Year (GA)
Berthel Fisher Executive Council (top sales increase)

Additional Experience

Training / Seminars
Karrass Negotiation Training (1992)
Management of Managers (University of Michigan)

Marketing Experience
Trade press marketing efforts on behalf of space management software program (1986-1990), via presentations and relationship development.

Local marketing of retail business (1995-2007)



Other Relevant Experience
Civic: Board membership on Suwanee Business Alliance, and the Johns Creek Business Association (GA), 2 years each

President, St. Marks Property Owners Association (2 years)

Fields of Expertise

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