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EXPERIENCE10/01 Present INDEPENDENT MANAGEMENT & MARKETING CONSULTANT San Francisco , CA Mission statement : Enabling businesses of all sizes to clarify their mission, quantify their business case, evangelize their value proposition and then execute their strategies in the real world
• Generated strategic vision, marketing and brand foundation for whole firm • Established corporate identity, logo and all collateral material (including website) • Continue to work with them on new business, strategy and marketing
• Generated strategic vision for venture consulting firm • Established corporate identity and logo • Closed first revenue generation relationships
• Established relationship with vanguard, near monopoly telecommunications firm of Vietnam • Created in-country joint venture to affect a content filtering solution for whole country • Provide on-going consultation as per telecommunications & other country wide infrastructure development projects.
• Prepared MRD for next generation of networked Explosive Detection Systems • Identified new business opportunities based upon technology recommendations within MRD • Prepared overview white paper on the customer, the Department of Homeland Security
• Created business strategy for a new music services company • Established corporate identity and logo • Crafted investment presentation materials (B-Plan, Economic Model & Power Point Presentation) • Closed first seed round of investment
• Analyzed business strategies, advised on corporate positioning and then crafted investment presentation materials (B-Plan, Economic Model & Power Point Presentation) • Provide ongoing advice to CEO
• Helped create pragmatic business strategy in light of economic downturn • Pitched business model and corporate story to a variety of investors • Provide ongoing insight and advice to CEO/Founder
11/00 10/01 SENIORSURFERS ( www.seniorsurfers.com ) Mountain View , CA
Director of Corporate Development • First Business Executive hire (subsequent to CEO); reporting directly to CEO (9 th employee) • Created, planned and executed all direct and indirect channel strategies • Identified, initiated and cultivated partnership with Cable & Wireless' A-Service division to mitigate the burden of IT infrastructure development vis-à-vis SurferLab deployment. • Identified and structured deal development stage/discussions with: • Large Consumer Retailers Sears and H&R Block, • Workforce Development NCOA and Manpower., • Online Content Providers eBay, Intuit and Adobe, • Adult Community Developers & Managers JF Shea, Del Webb and Marriott, • Washington-based Congressional leaders & Non-Profits, • Participated in all facets of fund-raising • Interacted with and quoted by press concerning strategic, tactical and partnership decisions • Closed firm on Oct. 15 th , 2001 due to funding environment with no debts or obligations, having paid all employees.
2/00 10/00 TECHPLANET ( www.techplanet.com ) Menlo Park , CA
Director of Corporate Business Development • Established and executed corporate strategy and associated alliances. • Worked directly with CEO, CFO, VP of Marketing and VP of Business Development. • Grew revenue from $1M 12-month run rate to an approximate $10M 12-month run rate in 6 months. • Identified, structured and then developed deals resulting in agreements or LOI/MOUs with: • ISP's - Concentric, Verio, Internet Connect, etc., • CLEC's - Northpoint, Covad, etc., • ASP's - Stamps.com, Mimeo.com, WebEx, etc., • Hardware OEM's - Gateway, Dell, Netopia, etc., and • Content Providers - Excite@Work , smalloffice.com, etc. • Prepared PPMs for a variety of Venture Capital and Leverage Buyout firms. • Grew BusDev group from 2 to 5, including the hiring of David Angell, Author of DSL for Dummies. • Worked closely with CTO to establish corporate information system objectives. • Closed firm on Oct.9 th , 2000 due to funding environment. 10/99 1/00 Business Development Manager Menlo Park , CA • Joined TechPlanet as the 30 th employee. • Opened 4 th office in Dallas , TX . • Positioned TechPlanet for optimal growth through corporate partnerships. • Promoted to Director of Corporate Business Development.
5/98 9/99 NAVIGANT CONSULTING ( www.navigantconsulting.com )
• Managed and directed segments of office's largest revenue producing case, billing over $1M per year. • Performed multiple cost analyses, cost projections, domestic and global market analyses. • Database creation and management (MS Access). • Managed teams of up to 6 Consultants. • Other areas of active participation included: Environmental and Intellectual Property's practice development, office-wide infrastructure development/enhancement and creating outside technical training curriculums.
4/97- 3/98 NATIONSBANC MONTGOMERY SECURITIES ( www.bofasecurities.com )
• Analyzed and sought relationships with over 95 Venture Capital/LBO firms through direct contact and leveraging Internet-based research. • Developed relationships to leverage as Investment Banking opportunities. • Created a new Statistical Analyst position due to work generated.
Corporate Finance Analyst Media/Communications Group• Modeled and analyzed equity, debt and M&A deals. • Produced Media/Communications Monthly Broadcasting book comprised of industry comparables and Media, Communications, Broadcasting and Advertising stock performance statistics.
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boxIT LLC ( 
Ikena Corporation ( 
Vietnam Post & Telecommunications Corp ( 
InVision Technologies ( 
FreeWay Entertainment ( 
New Visual Corporation ( 
Mission statement : SeniorSurfers was to become the pre-eminent educational company, serving adults 55+ by training them in the use of computers, the Internet and evolving technologies. $4M Series-A funding provided by St. Paul Venture Capital (Sept.'00) 
Mission statement : TechPlanet was to become the leading technology consulting company exclusively serving small business. Services include hardware and software purchase and installation, networking, and maintenance and support. Raised $15 million in a Series B round of financing in Feb'00. 
Senior Consultant San Francisco , CA 
Corporate Finance Analyst Private Equity Group San Francisco , CA 
EDUCATION 
PUBLICATIONS 
Fall 1990 Will Czechoslovakia Survive Freedom? (With Joel Molinoff ) 
PERSONAL 