Tuesday, September 25, 2018  
News & Updates



Provide sound leadership in developing business plans to acquire new markets, business and growth opportunities. Utilize my skills in strategic planning and tactical implementation in the areas of operations, sales, marketing and or finance.
University of Puget Sound, Marketing and Management, Seattle, WA
Bates College, BA Economics, Psychology, Lewiston, ME
  • Professional Selling Workshops Broker Training, Paine Webber, Inc.
  • Consultants Development Workshops
  • Franchising Business Concepts Workshop with Francorp International
  • International Council of Shopping Centers Workshops
  • Franchise Development and Sales Training with Subway Restaurants
  • Retail Real Estate Leasing Training with Subway Restaurants
  • Security Sales - Series 7, 63, 65 and Insurance Licensing with PaineWebber
  1. Proficient in developing comprehensive business plans which include complete business/marketing plans, contracts and official internal communications. Proficient in leading the facilitation on the strategy level with management teams and tactical, follow through. Providing comprehensive information to clients in the areas, but not limited, to budgets, task reporting, & future forecasting.
  2. Proven ability to assess overall diverse organizations and or units identifying operating issues. Proven success developing appropriate business models which identify new opportunities, process changes resulting in business health and growth.
  3. 26 years proven success launching new markets and products from research to implementation.
  4. Proficient in managing all aspects of an organizational unit in the areas of Sales, Marketing, Operations & Finance. 26 years experience working with a variety of industries such as Marketing Agencies, Construction, Manufacturing, Software Development, Internet/ISP, Telecom/CLEC, Retail Property Development, and Financial Services.
  5. Proven success in developing loyalty with customers and staff. Proven ability to develop high performance self-directed teams in a fast paced environment.
  6. Excellent interpersonal communication and problem solving skills.
  7. Proficient with Microsoft Office (All applications) Mac (All applications) and a variety of business-specific applications such as Sales Force, Sage Software, Jian Business Planning and Intuit Software products.
Experience in numerous entrepreneurial and corporate environments in diverse industries. Responsibilities include complete operations - sales, marketing, profit/loss, product development, finance, staff and infrastructure. Established skills in strategic planning, tactical implementation and ongoing management.
Responsible in the overall operation of Sales & Marketing including maximizing sales and profitability, developing staff, & controlling expenses. Managed $35 million annual sales or several organizations concurrently. Developed annual sales, marketing and service plans. Ensured communications were coordinated; supported marketing & sales plan objectives and met organizational expenditure requirements. Directed implementation and execution of sales & marketing policies and practices. Developed sales strategies based on market research and competitor analysis. Responsible to manage multiple selling strategies.
Oversee management of assigned sites to produce products/services in the most cost effective manner with quality standards. Responsible for achieving optimum labor, and least amount of overhead and material costs. Maximize efficiency in the operation, which meet customers’ needs and established financial goals.
Directed and managed all the financial activities of the corporation, including preparation of current financial reports as well as summaries and forecasts for future business growth and general economic outlook. Responsible to analyze projections of sales and profit against actual figures, budgeted expenses against final totals and implement methods of improving the planning process. Studied long-range economic trends and project company prospects for future growth in overall sales and market share opportunities. Responsible to maximize the return on financial assets by establishing financial policies, procedures, controls and reporting systems. Ensure legal and regulatory compliance for all accounting and financial reporting functions.
  1. Developed core sales processes and opportunity tracking systems, and sold products and services in high and low technology environments. Developed plans and processes for implementation resulting in an average business growth of 50% for each organization. Operations grew from 40-person function to a 400-person operation.
  2. Partnered with clients to help clarify their direct and product messaging and placement for direct mail, print buying, vendor coordination, client team training and measurement of results. Work resulted in the financial industry loans to consumers growing from $80mill to $350mill within a 4.5-year period.
  3. Co-developed a national direct marketing agency. Developed and managed national direct marketing campaigns, encompassing strategic planning, budgeting, media selection, electronic and print material creation and ROI measurement. Client work resulted in a residential high-speed Internet business growing from $15mill to $150 mill within a 2-year period.
  4. Completed development of private-label Stored Value MasterCard with national bank and processor. Resulted in providing the business plan and supporting services plan to launch Money Plus cards for usage in locations throughout the world.
  5. Developed multiple-unit retail organization with annual sales of $2.4 million from scratch.
  6. Created and presented sales seminars and trade shows and grew managed money portfolio from zero to $10million.
  7. Launched territory franchise sales office for a new business concept.
  8. Assisted with sale of 3 companies managing all aspects of finance and operations.
  9. Served as elected chairperson of market-wide, media placement board.
2005 - Present
Sterling Investments I, LLC, Investment Company (Holding Co. for Operating Units), Cleveland, OH
2005 - 2007
Cody Consulting, Independent Consultant, Seattle, WA  
1999 - 2005
CashDISC.com, Inc., Shareholder & CFO, Direct Marketing Agency, Seattle, WA
1994 - 1999 
Cofano Venture Managers, Senior Consultant, Redmond, WA
1991 - 1994
PaineWebber, Inc., Investment Executive, Seattle, WA
1988 - 1996 
Retail Property Development, LP, Franchisee, Subway Restaurants, Seattle, WA
1980 - 1991
Jiffy – Lube, Franchisee, Partner & General Manager, Multiple Units, Seattle, WA
1987 - 1988 
T/C Ventures, Inc., Consultant, Franchising, Seattle, WA