Expert Details

Expert in Merchandise and Financial Planning; Retail Industry

Expert ID: 736559 Washington, USA

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After spending over 25 years with leading national department stores, Expert formed a consulting company in 2020. He leverages his broad buying and merchandise/financial planning experience to help investment industry executives and small to midsize companies. Expert has a deep understanding of current retail trends and solid knowledge of most major retailers and manufacturers and can outline their competitive positioning in the market as well as key strengths and weaknesses.

He is able to speak in detail to the challenges caused by COVID-19 and the dramatic shifts to online shopping and casualization and the impacts to current top and bottom-line results as well as future impacts.

Expert's specific areas of retail expertise include: financial and merchandising planning, inventory control, eCommerce, sales forecasting, gross margin management and vendor negotiations.

His background spans luxury to highly promotional, online and brick and mortar, full price and off price. He has worked extensively with most leading brands can speak to recent trends, current pain points and likelihood of future success.

Specific Areas of Expertise: merchandise buying and planning, retail supply chain, private label development and growth, online and store retail, vendor negotiations and relationships with retailers, financial structure, levers of retailers, and sustainability. In addition, he has a solid understanding of how tech platforms are being used by retailers to improve efficiency and which are leading this evolution.

Expert may consult nationally and internationally, and is also local to the following cities: Seattle, WA - Portland, OR

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Year Degree Subject Institution
Year: 1991 Degree: BS Subject: Business Economics Institution: University of California, Santa Barbara

Work History

Years Employer Title Department Responsibilities
Years: 2012 to 2020 Employer: Nordstrom Title: VP of Merchandise and Financial Planning Department: Responsibilities: Supported a variety of product categories (apparel, hardlines, accessories and shoes) in stores and online, full price and off price. Direct responsibilities included assortment planning, vendor negotiations, inventory management and full P&L results. Sales volume under my direct management ranged from 4.5B - $5B.
Years: 2020 to Present Employer: Undisclosed Title: Pricinpal Department: Responsibilities: Partner with small to mid-sized retailers and manufacturers to help with inventory management and receipt flow efforts.
Years: 2009 to 2012 Employer: Wireless Advocates Title: VP of Operations Department: Responsibilities: Provided strategic direction and direct management to teams supporting supply chain, operations, facilities and loss prevention with $900M annual sales for 1,000+ locations inside three National retailers and online.
▪ Drove highly successful rollout to over 400 retail locations that generated $250M in annual sales. Managed internal and external launch efforts that ensured budgets and timelines were achieved.
▪ Reduced supply chain costs by $6M by improving logistics and allocation processes.
Years: 2006 to 2008 Employer: Macy's Title: VP of Planning Department: Responsibilities: Drove strategic initiatives to deliver sales growth and gross margin improvement in $250M business with team of 28. Built high performing team by engaging all members and consistently delivered sales increases.
▪ Developed three-year strategy to define opportunities and provided framework for critical elements of
growth resulting in 9% sales increase. Partnered with internal teams to align on goals and execute.
▪ Built high performing team by engaging all members. Instilled a passion for growing sales and fostered a
sense of ownership to reduce turnover and improve communication.
Years: 2004 to 2006 Employer: Robinsons-May/ Meiyer & Frank Title: VP, Assistant to the President Department: Responsibilities: Partnered directly with the President and CEO of a $2.6B department store to create and implement long term
strategies and manage day-to-day operations.
▪ Developed strategic financial plans for the company as well as for specific merchandise segments to ensure
balanced flow of receipts and markdowns and maximum return on inventory.
▪ Facilitated communication and expedited the flow of work between Senior Management, stores,
merchants, finance and sales promotion to drive sales and profit.
Years: 2001 to 2004 Employer: Robinsons-May/ Meiyer & Frank Title: Divisional VP, Merchandise Manager, Men's Furnishings & Suits Department: Responsibilities: Managed $151M business that ranked as top performer in May Company every year in the position. Drove
sales and leveraged high standard of financial discipline in managing all P&L components.
▪ Led buying team of 12 merchants to develop strategies supporting compelling assortments, marketing, and
in-store presentation that increased sales by 18% and improved profitability.
▪ Successfully negotiated with vendor management to secure maximum support in pricing, advertising
funding, and gross margin.

Career Accomplishments

Professional Appointments
Eastside Baby Corner, served in Board Advisory role

Additional Experience

Expert Witness Experience
Have served in expert witness capacity in multiple cases involving disputes between retailers and manufacturers as well as between licensees and lecensors. Have been deposed on several occassions and provided multiple written reports in support of both plaintiffs and defendants.

Language Skills

Language Proficiency
Spanish Conversational

Fields of Expertise

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