Expert Details

Expert in Product Licensing and Commercialization, Strategic Planning and Management Consulting

Expert ID: 721831 Texas, USA

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Expert, and his company, are a virtual, multi-national company primarily engaged in consulting on, and execution of, intellectual property licensing programs. As Certified Management Consultants, their primary market thrust has been toward licensing and commercialization since 1991. They also provide the same zeal and experience to the strategic planning and general management consulting projects they undertake for clients in a variety of industries.

Current and past clients include Chevron, UNOCAL, the U.S. Departments of Commerce, Energy and Justice, other major U.S. Federal laboratory entities, the Texas Manufacturing Assistance Center, and the Small Business Development Center of the University of Houston (UH). They also work with individual inventors and conducts litigation support for attorneys on patent infringement or other cases. His company has consulted for as many as 50 to 100 inventors and entrepreneurs each year. The extent of work for a client can vary. It can be as complex as their long-term contract with UNOCAL, in which the company managed UNOCAL’s entire portfolio of 40 to 50 out-licensable technologies and executed the program with limited legal and technical support. It could also be as simple as advising an individual inventor how to commercialize his/her invention with the inventor doing most of the execution or acting as a sounding board for the inventor. They also perform strategic planning or general management consulting tasks depending on the needs of the client.


Expert was a long term independent contractor to the UNOCAL Corporation(>10 years). He handles UNOCAL's third party licensing program in its entirety. Expert's work included marketing, license negotiating, license writing, collecting royalties and enforcing license terms. When Chevron acquired UNOCAL, expert continued as an independent contractor in charge of the UNOCAL portfolio for 10 years for Chevron.He has worked on licensing and product commercialization with several small companies, individual inventors and entreprenreurs. His company will coach, execute or provide both to satisfy the wishes of the client. Expert's company has provided litigation support for several law firms on licensing practices and license value.Company has provided commercialization and licensing seminars at the University of Houston Institute for Enterprise Excellence.Expert, who is a formally trained mediator and arbitrator, has done mediation for the BBB and courts of Houston and arbitration for the State of Texas.

Expert may consult nationally and internationally, and is also local to the following cities: Houston, Texas - Pasadena, Texas - Beaumont, Texas - College Station, Texas - Baytown, Texas - Bryan, Texas - Sugar Land, Texas - Port Arthur, Texas - Galveston, Texas - Missouri City, Texas

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Education

Year Degree Subject Institution
Year: 1967 Degree: Courses Taken Subject: Law Institution: Golden Gate University
Year: 1965 Degree: MBA Subject: Business Institution: Rutgers University
Year: 1961 Degree: Courses Taken Subject: Law Institution: La Salle University
Year: 1958 Degree: BSChE Subject: Chemical Engineering Institution: University of Rhode Island

Work History

Years Employer Title Department Responsibilities
Years: 1991 to 2018 Employer: (Undisclosed) Title: President Department: (Undisclosed) Responsibilities: His reponsibilities include consulting, marketing, and overall management.
Also did mediation for BBB and arbitration for State of Texas
Years: 1966 to 1991 Employer: (Undisclosed) Title: Bus.Ctr. Manager Department: (Undisclosed) Responsibilities: He was responsible for a portfolio of over 1,000 intellectual property licenses throughout the corporation. He also served as a Board Director of CRI-MET, a $30 million dollar per year catalyst and other materials recycling business. His earlier responsibilities were profit and loss managements of a chemical and oil products licensing business and a catalyst business. He also worked on several strategic and short term planning assignments.
Years: 1958 to 1966 Employer: (Undisclosed) Title: Supervisor Department: (Undisclosed) Responsibilities: He held seven different manufacturing, engineering, and research positions of increasing responsibility.

Government Experience

Years Agency Role Description
Years: 1992 to 2000 Agency: Department of Energy Role: Undisclosed Description: He participated as a faculty member in Department of Energy sponsored workshops.
Years: 1993 to 2000 Agency: Federal Labs Role: Undisclosed Description: He participated as a faculty member in Los Alamos, Savannah River, INEL, sponsored workshops.
Years: 1996 to 2000 Agency: Department of Justice Role: Undisclosed Description: He was a faculty member in Department of Justice sponsored workshops.
Years: 1993 to 1993 Agency: Central Intelligence Agency Role: Undisclosed Description: Confidential study

Career Accomplishments

Associations / Societies
Expert was a member of the Licensing Executives Society (LES). For many years he was a Certified Licensing Professional (CLP)
Licenses / Certifications
For many years he was a Certified Management Consultant (CMC), certified by the Institute of Management Consultants (IMC).
Professional Appointments
He held the National Small Business Chair of LES for five years and was the IMC Vice President of Professional Development (Houston Chapter) for several years.
Publications and Patents Summary
Expert has published articles on licensing and consulting in small trade publications.

Additional Experience

Expert Witness Experience
Expert has provided litigation support for several law firms on licensing practices, IP, and other asset values.
Training / Seminars
He and his company offered commercialization and licensing seminars at the University of Houston Institute for Enterprise Excellence for several years.
Vendor Selection
Expert has had vendor selection and purchasing responsibilties in the catalyst and licensing areas.
Marketing Experience
Expert is very knowledgeable about licensing and business aspects in many industries. He has specific marketing experience in the fresh catalyst and catalyst recycling businesses.
Other Relevant Experience
Expert has managed major patent infringement and breach of contract law suits for employers and clients. The awards to his employers and clients from these law suits have exceeded $80 million dollars.

Expert's clients and employers have received over $30 million in royalties from technologies licensed by him or his businesses. Suggested revisions in client's licensing operations have saved clients many millions of dollars in operating costs.

Fields of Expertise

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