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CEO / Management
Services Strategic and Financial Planning
and Workout Strategies Crisis Management
Development Feasibility Analysis
Management Congressional and Legislative Advocacy
Strategic Business Development
management, crisis management, operational and marketing services to
numerous industry sectors addressing business continuity and viability.
Provided operational overviews to US
SBA and regional banks to ascertain corporate financial viability,
development of strategic plans to maintain and revitalize business or
Extensive participation in the development
of metrics for various industries to assess critical mass for market
penetration and business continuity.
Responsible for the analysis of corporate
financial capabilities and requirements. Development of short/long
term strategic financial plans to maintain corporate viability including
market retention, attraction or remedial reduction in crisis management
situations. Facilitate debt restructuring for growth and downsizing.
Analyzed and restructured existing business
portfolio for health care company eliminating .MM annual loss, returned
company to positive bottom line in months, eliminated negative retained
earnings. Implemented real estate acquisition and redevelopment
plan, increasing cash flow position, realized % increase in rent revenues
and % increase in asset value. Successfully negotiated and
disposed of $MM in vendor judgements. Provided national banks
and guarantors with work out strategies for failing businesses resulting
in % asset recovery.
Review of existing corporate structure,
physical assets, personnel, financial stability, product/service base
and customer base. Develop operational flow charts for staff and
operations utilizing divisional analysis. Initiate time oriented
strategic plans integrated with current and projected objectives.
Restructured IT division resulting in
integrated software platform resulting in: enhanced interdepartmental
communication, electronic billing, online line ordering, web presence,
reduction in A/R aging. Designed and implemented emergency energy
system to maintain power integrity of , sq ft medical facility.
State & National Legislative
Development of extensive communication
and advocacy networks to monitor and leverage existing and proposed
legislation and regulations pertaining to existing and future business
opportunities on a local, state and national basis. Creation of
definitive relationships and directive guidance with relevant business
associations and organizations to represent corporate interests.
Facilitated a national initiative under
SBREFA guidelines to reverse oppressive FDA pharmacy regulations resulting
in significant redress.
Advocated for increase budgetary allocations
and program enhancements with Congress for the US SBA resulting in reallocation
of budgets to increase access to capital for nation’s small businesses.
Successfully advocated RI General Assembly
to return $MM in budget reductions to maintain RI Office of Health
Facilitated statutory creation of Regulatory
Fairness Act and Ombudsman in RI.
Spearheaded legislative recommendations
with US SEC regarding access to capital and credit regulations.
Associates & Strategies, Inc.
President / Owner
Business Development Consultancy
Primary Consulting Activities:
Provide strategic consulting and crisis
management services to private client base in a variety of industry
sectors. Services included business startup, organizational review
and analysis, market realignment and expansion, refinance/debt restructuring,
productivity and profitability analysis, needs assessment analysis,
reorganization, turnaround and workout.
Provide feasibility analysis to SBA
and private lending institution loan recipients to ascertain viability
of business clients.
Provide critical consulting services
to R.I. Small Business Development Center: direct participation with
+ client companies.
Develop / present training programs
and workshops for private companies, government and educational institutions,
trade associations. Topics include: Business planning and development,
crisis management, marketing, corporate internet development, international
business. Published in local, regional and national publications.
Congressional and legislative advocacy
pertaining to small business initiatives federal and state.
Advocate for small business issues: access to capital, SBA programs,
health care, tax policy. Participation in Federal and State legislation
regarding development of legislation and regulation. Author of
various business related editorials and commentaries local and national.
Valley Prescription & Surgical Center,
Inc. Coventry, RI /
Chief Executive Officer
Assumed CEO position to provide stability
and continuity during reorganization.
Responsible for all facets of business
management, finance and operations.
Facilitate interim company reorganization,
develop debt restructuring and action plans to sustain business volume.
Create and implement executive staff
team model: monitor, motivate and enhance.
Design and implement cost reduction measures,
consolidate operations, revise business model.
Elimination of nonprofitable divisions,
implement downsizing initiatives.
Consultant / Director: Strategic Management & Development /
Prime liaison with asset recovery division
of preexisting lender.
Resolved $MM in vendor judgements within
Restructure finances of business, negotiate
new debt structure with alternative lending source
of real estate: increase in rent revenues %
of appraised real estate value: %
net reduction of debt financing cash
flow obligations: %
Negotiate new primary vendor relationship:
annual purchase volume exceeds $MM
Reduce operating deficits, create profitable
increase staff: %
Design and develop innovative/specialized
drug distribution system for Long Term Care Division resulting in %
market penetration with % increase in sales volume for company to
compliment existing business model.
B.A., English and Political Science
Cum Laude Concentration in
Associations, Appointments, Publications and references available