What are "Procurement Experts?"

 

Cost Reduction | Business GrowthAbove the Standard Procurement Group brings more than 30 years of successful Procurement Cost Reduction, Procurement Outsourcing, and Procurement Services experience!

 

Above the Standard's Procurement Specialist are experts who meet the cost reduction and business growth needs of companies. With our personalized service, customized solutions, sustainable performance, reduced risks and out of the box performance our Procurement Experts will meet YOUR specific needs!

 

Meet a few of our team players. We have many wonderful professionals from different industries, skill sets, backgrounds, and different parts of the world.

Above the Standard Procurement Specialists

Meet the Team Leaders of
Above the Standard's Procurement Experts

What are Clients are Saying. . .

Above the Standard Procurement Group, Inc. helped us to do the following:

Created Technical Guides for thirteen different areas in our organization;

Centralized Standard Operating Procedures from each location to one standard for some areas (procurement, property, finance, and administration);

Reduced costs for office supplies by 47% (more than $250,000), janitorial, cleaning and green supplies by 24% (more than $120,000), and copiers by 17% (more than $70,000);

Assessed our procurement systems for compliance with procurement plans for improvement; and

Provided procurement, green, assessment, and management training to our staff at each ETR location.

Above the Standard’s sense of professionalism and timeliness of our needs was almost as strong as his knowledge base on our business as a government contractor. Above the Standard has become an excellent resource for ETR in the areas of procurement and technical training…. We are fortunate to have found them!!!

Education Training Resources

 

Thierry Alberny – Industrial, International Procurement, Aerospace, Negotiations, & Sourcing (Commercial and Government, such as the United Nations)

Thierry Alberny, born in 1953, is a French citizen.  He has three university degrees, culminating with a Ph. D. in international relations.  A former senior administrator in the United Nations system, he now works as a senior expert in procurement, with an emphasis on industrial and international procurement.

His experience of twenty-nine years was acquired mainly in the aerospace industry and in international organizations, whether in developed countries (e.g., France, Canada) or in the developing world (several African countries).

His career frequently led him to negotiate at high level (CEO’s and ministers).  He is fully knowledgeable of the many sides of procurement, whether for purchasing of equipment or contracting of services.  His involvement may go from the definition of needs up to the end of the contractual period, and he is as efficient in sourcing the suppliers as he is in negotiating the most favorable financial conditions with the contractors.  The contracts prepared for the procurements are frequently of a great complexity involving legal, technical, financial issues that he successfully administers and coordinates.

He is extremely experienced at coordinating a team of purchasers and he knows how to practice teamwork at its best, including in an international and multicultural environment.

He can work in three languages: French, English, and Spanish, and has excellent abilities in written communication and excellent oral communication skills.  While having worked for many countries, he is more specialized in Africa, the Middle East, and Eastern European countries.

Ronald Baker - Accounting, Business Administration, Six Sigma

Business Overview
Accounting / Business Administration
Six Sigma Greenbelt certification

  • Experienced with implementing financial package and costing/inventory platforms for 4 ERP software systems (worldwide SAP), Oracle, Passport, and Fourth-shift.
  • 24 years of financial experience in manufacturing plants, corporate offices, international arena running General Ledger, Accounts Payable, Accounts Receivable, and Inventory.
  • Worked in manufacturing arena for 26 years (carried positions in 14 different industries).
  • Worked on both the blue collar production lines with major corporations such as CAT, and in financial positions with major firms including Exelon Nuclear Generation.
  • 2 years profitable sales experience in the insurance field.

Major Career Positions

Senior Financial Lead

  • Developed practices for $100 million plant (of a $2 billion corporation).
  • Participated on team to bring ISO 9000 certification into $100 million year plant.
  • Established, wrote, and enforced controls; wrote SOPs for operational, procurement, quality, and accounting departments.

Cost Accounting Management

  • Partnered with procurement department working to continuously control material costs, quality, and delivery time-frames.
  • Entity was startup fiber optic division and growing rapidly, thus major importance was placed on bringing more profitability to bottom line results.

Corporate Management (Planning and Analysis)

  • Controlled $500 million European budget.
  • Partnered with worldwide team to consolidate vendor products for plants that manufactured similar goods.
    • These plants carried the same inventories, but purchased material from different worldwide vendors.
  • Costs had large variations instead of using worldwide volume purchasing to negotiate lowest costs. 
Daniel Barlette, Jr. - Global Stragety, IT, Federal Government, Aerospace

Experience

Dan was responsible for the coordination of financial planning and forecasting for Electronic Systems Division totaling $1.6B in revenue. He assisted with the divestiture of ITT Corp into 3 publicly traded companies by capturing Spin Costs. He performed a backlog analysis of orders and revenue to project quarterly numbers.

Dan has experience in the Global Strategy and Information Technology Consulting Industry working previously for Booz Allen Hamilton. His responsibilities included Consulting with Clientele, Portfolio Growth, Life Cycle Cost Management, Acquisition Management, Cost Analysis and Contract Management, and Strategic Planning.

Dan has not only served his clients by exceeding their expectations, he has saved them a lot of money in the process. One example led to the savings of more than $600K by renegotiating a one cost category. Another was a $213M Counter Sniper System Acquisition Package and $8M Unattended Ground Sensor system that resulted in tremendous savings. He developed detailed financial reports and operational project plans providing forecasting, expenditure tracking, trending and future projections integral to the organization’s short and long term strategic business planning. Dan researched program costs and expenditures to develop the full lifecycle cost estimate in preparation of the budget exercise.

Dan has Federal Government experience having previously worked with the Central Intelligence Agency as an Intelligence Officer. Dan's responsibilities included Financial and Budget Management, Financial Statement Reporting, Acquisition Management, Program and Project Management, Cost Analysis, Contract Administration, Developing RFP's, and Strategic Planning to include the annual President's Budget and Intelligence Program Objectives Memorandum.

Dan designed and implemented a process flow chart automating the manual processes, which resulted in cost and time savings of 960 hours. He developed and managed organization wide budgets, with full accountability for creating comparative analysis of operating programs, analyzing variances between standard costs and actual results. Dan developed Statements of Work (SOW) for the procurement of goods and services. Also, he reviewed Requests for Proposals (RFP’s) from various contracting companies. Dan reduced annual expenses by $3.5M by integrating an enhanced process for monitoring and processing vendor bills. Dan presented the Balanced Scorecard providing analysis of expenses, revenue trends, capital expenditure plans, and cash flows to senior leadership.

Dan managed 10 product lines and introduced next generation product lines. With Dan’s involvement, his department led the company in revenue growth three-years in a row. He was responsible for a $36M project that provided business leads to the top 20% of revenue earners. He conceptualized an idea to increase customer retention realizing a $1.3M gain in revenue in one-year. He assisted in the modification of algorithms used to predict the delinquency of payments made by any commercial customer and to predict the failure of a company based on historical and current data factors. Dan calculated the elasticity of demand and set price increases of portfolio products. Finally, Dan improved Employee Satisfaction Index (ESI) from 80% to 85%.

Education
Dan holds an MBA degree from Moravian College, the sixth oldest college in the country. Dan received his Bachelors of Science Degree from the State University of New York, College at Oswego with a degree in Marketing and Economics. Dan holds two professional certifications consisting of the Project Management Professional (PMP) from the PMI Institute and Six Sigma Green Belt (SSGB) from Rutgers University.

Arbnore Berisha – Finance and Administration Expert, Business and Marketing Developer, Outreach and Mobilization, Senior Youth Worker, Social Innovation, Mentor of new Ventures, Marketing and Visibility Professional, Management Tools, and Admin of Databases.

Ms. Berisha is an accomplished Senior Youth Worker with more than 4 years experience, highly skilled to empower youth to transform their social impact ideas into actionable projects, providing young leaders with first-hand experience developing and implementing a projects, programs, and social ventures.  As a senior youth worker she acts as a “pre-incubator” bridging the gap between idea and sustainable, impactful project by providing funding (through UNICEF Innovations Lab Kosovo), equipment, office space, and—most importantly—capacity building through training and mentorship.

Ms. Berisha works to advance the social innovation and social entrepreneurship ecosystem within Kosovo, and to improve educational and employment outcomes for Kosovo’s youth, with an emphasis on support to young persons from Kosovo’s most marginalized communities. 

The complexities of Kosovo’s economy—and the challenges it faces—form the backdrop against which Innovations Lab Kosovo operates.  Ms. Berisha’s understanding of the intersection of social and economic issues relevant to ILK has made her an invaluable educator, mentor, and resource to program participants (of diverse backgrounds) as they explore and navigate these issues in their efforts to effect social change.  Often, their success is due in no small part to Ms. Berisha’s guidance.

Like all nascent strong leaders, Ms. Berisha leads by doing; and what she does she does with a hardworking character and intellectual courage and curiosity.

Professional Competencies

  • Strategic Planning
    • Process Innovation
    • Project / Change Management
  • Negotiation
    • Contract
    • Global Networking
    • Vendor Relations
  • Training
    • Contracts
    • Negotiations
    • How to design project plan
    • How to write project plan
    • Human Center Design
    • Mentor on new ventures
    • Mentor on start ups
    • Team Dynamics
    • Marketing and Mobilization
    • Community Outreach
    • Organizing events
    • Facilitator
    • Communication for Development
    • Gender Equity
  • Leadership Development
    • Human Capital and Strategy Development
    • Labor Relations
    • Performance Management
  • Operations
    • Process Innovation
    • Inventory Management
    • Project Management
    • Management tools – Podio
    • Databases - Zurmo
  • Brand Management
  • Project Cycle Management
  • Financial Reports
  • Financial Modeling
  • Monitoring and Evaluation
  • Mentoring
  • Fleet Management
  • Public Relations
  • Sales Prospect Development
  • Stakeholder Mapping
  • Stakeholder Analysis

Positions | Titles
Some of the prestigious positions Ms. Berisha has had are as follows:

  • Senior Youth Worker – UNICEF Innovations Lab Kosovo
  • Finance & Admin Officer – UNICEF Innovations Lab Kosovo
  • Accounting Officer – ANSIIA
  • Volunteer – Ministry of Culture Youth and Sport in Republic of Kosovo
  • Intern – Ministry of Economy and Finance in Republic of Kosovo

Major Accomplishments
Ms. Berisha has accomplished many things for organizations. Over Ms. Berisha tenure she was responsible for mentoring, monitoring and evaluating more than 100 projects supported by NGO where she works, regarding to financial and administration issues. Under her mentorship were established more than 30 social enterprises/impacts in Kosovo.

Awards | Certifications | Development I Education
Ms. Berisha has many certifications, awards, and continued development.  Some of these are:

  • Bachelor in Faculty of Economics –Department of Finance, Banking and Accounting, University of Prishtina, Kosovo (2010);
  • Master in Faculty of Economics – Department of Finance, Banking and Accounting, University of Prishtina, Kosovo (2015 - thesis ongoing);
  • YouthPass for Training and Networking Projects  (2013);
  • Certificate with Distinction for Leadership – USAID, NAAC, Hope Fellowships (2013);
  • Verified Certificate with Distinction in Power of Markets – University of Rochester, Coursera (2014); and
  • Certified: Bookkeeping, Taxes in Kosovo, Financial Statements – AFAS (2013).
Joben Bissong – IT Governance, Service Management, Information Security Management, and Customer/Technical Support

Experienced Global IT Governance, Service Management, Information Security Management, and Customer/Technical Support Specialist

Experienced Operations and Service management professional having handled multiple Customer and Technical support roles across two continents for more than five years. Vast experience helping enterprises manage Network Infrastructure Services, Machine-to-Machine and Fleet Management Services, Satellite Link Communication Management services and advisory on Enterprise IT Governance and Information Management.

Holds a Bachelors Degree in Law (LL.B Hons.) from the University of Buea, Cameroon and multiple Information Technology industry certifications acquired in India: Cisco (CCNA), Global VSAT Forum (GVF), Oracle 10g DBA (OCA), Certified Ethical Hacker and Countermeasures (CEH), ITIL v3 Foundations as revised 2011, ISACA COBIT 5 (Foundations) and CISSP (under preparation).

Business Opportunities and Business Development

Constantly detecting and developing new business opportunities to grow profits for enterprises in the ASEAN, African, and French speaking Countries across the globe.

Business Growth and Skills
Proven ability to improve operations, impact business growth and maximize profits through service management, cost reductions, internal control and productivity/efficiency process improvements. Governance and strategic planning, lead generation. Key involvement in the business decision making, work with enterprise management team to identify and implement process improvements aiming to enhance business performance and maximize sales, increase profits and optimize risk.

Prospecting and marketing skills and experience working with diverse industries in IT/IS and Telecommunication sectors as well as in the hospitality industry. Used to working with global structure, multicultural teams and under operational excellence environment. My goal is to make the difference in my field of expertise by developing, enabling and energizing others using IT as a medium.
Mr. Bissong has strong negotiation skills, strong organizational and leadership skills, is an “Out of the box” thinker, as well as energetic, enthusiastic, and a self-starter.

Achieved Business Skills

  • Advance VSAT, Satellite and Microwave Systems Management
  • Business and Systems Integration
  • Contract Negotiation
  • Customer and Technical Support
  • Fleet Management
  • Information Security Management
  • IT Governance Risk and Compliance
  • IT Infrastructure Management
  • IT Service Management
  • Key Account Management
  • Key Performance Indicators
  • Market Research and Business Analysis
  • Mobile Device Management  and BYOD
  • New Business Development
  • Operations Management
  • Program Management
  • Project Development and Management
  • Risk Management
  • Strategic Planning
  • Team Building and Leadership
  • Value delivery and resource optimization
  • Wireless Network Infrastructure

Strategy & Business Results

  • Infrastructure Support and monitoring, Infrastructure security to ensure service delivery process is successful while providing continual service improvement. Implementing policies, processes, and procedures that meet compliance requirements as per SOP for a global leader in luxury hospitality industry.
  • Creation and maintenance IT/IS glossaries, style guides, hands-on translation and editing of documents from French to English and vice versa. Performed linguistic QA, opened/resolved IT/IS linguistic bugs as necessary displaying mastery in multiple CAT tools like SDLX, SYSTRANS, Idiom WorldServer and Trados for Global Leaders in the automotive industry.
  • Coordinate business development, ensured 100% successful delivery of GPS installations, tracking and fleet management for multiple customer accounts and multiple projects in all six regions in central Africa which accounted for over Euros Six hundred thousands of yearly revenue. With volumetric reports for over 572 vehicles provided. Coordinated and created over ten thousand points of interests all over central Africa. 
  • Support customers and coordinated tests plans, site surveys installations and maintenance of WLANs, VSATs, and base stations deployments for over 500 customer which accounted for over Euros Eighteen thousand monthly revenue for a premium network service provider in Cameroon. Also serve as support for the Cameroon customs infrastructure for Sydonia (a trans-border customs clearance programme enabling the tracking of merchandise) which drastically reduce improprieties in the sector and step up customs revenue.

Key Freelance Projects:

  • VSAT Installation for WebsatMedia & Swire Pacific Offshore Ltd from August 2010 – January 2011. Single Package Transceiver - Solid State Power Amplifier Replacement and Installation.
  • SABC Cameroun and GloboCameroun (formerly Geos Cameroun Sarl) from July 2010 – August 2011. Installation of GPS tracking devices & Fleet management services for SABC Cameroon. Mapping and creating Points of Interests using Google Maps for over five thousand SABC Cameroun customers in all 10 Provinces of Cameroon.

 

George Bowman – Global Continuous Improvement Leader, Trainer, Supply Chain Innovator

Mr. Bowman is recognized as an innovative result driven leader focused on achieving exceptional results in highly competitive Global markets, with over 16 years of experience.  Consistently increasing productivity by reducing costs and improving product quality focusing on the world class operating methodologies (Lean Six Sigma, Achieving Competitive Excellence (ACE), and Operational Excellence).

Mr. Bowman has a proven track record building world class continuous improvement cultures as well as creating and implementing Lean Transformations. He is considered by his peers an expert instructor in process improvement theories: Lean Six Sigma, TPS, Achieving Competitive Excellence, Operational Excellence, and Theory of Constraints. He has vast experience building cultures and cross functional teams that exceed corporate expectations. Which aided him in creating a proven track record of cost reductions through continuous improvement initiatives that total over 44 million dollars in hard savings.

Mr. Bowman has extensive experience mentoring, developing and leading cultures and organizations to achieve business results.   He has experience in driving savings results in business processes and supply chain operations.  Additionally, he is a skilled facilitator and has extensive experience teaching lean principles to diverse groups.

Mr. Bowman leveraged Lean and Operational Excellence principles to drive improvements across multiple disciplines at companies such as United Technologies Aerospace, GE, Sikorsky, and FMC Technologies to name a few.  Specifically, he led Companywide enterprise level Lean Transformation initiatives. He boast working in multiple functional groups and industries, i.e. Fuel & Energy, Health care, Aerospace (both OEM and MRO), Services, and Insurance.

While working with United Technologies at the number one rated MRO in the world (both internal and external) Mr. Bowman established an Enterprise Lean Transformation Strategy that was and is being implemented globally at United Technologies Aerospace. Benefits were realized through increased revenue, increased EBIT, increased inventory turn, increased customer service level, decreased lead times and turnaround times, as well as increased employee satisfaction and engagement. 

Mr. Bowman has been trained and worked on projects with by many notable consulting companies to include but not limited to Lean Value Solutions International, Porsche, and Duggan & Associates, Shanin and Gerson Lehrman group.

Competencies

  • Leadership
  • Operations Management
  • Continuous Improvement
  • Operational Excellence
  • Value Stream Mapping- Business Process & Operations
  • Aerospace
  • Project Management
  • Change Management
  • Cross-functional Team Leadership
  • Manufacturing
  • Root Cause Analysis
  •  Strategy Development/Policy Deployment
  • Line Back Logistics
  • Supplier Integration
  • Lean Transformations for all Industries
  • Kaizen
  • Training Analysis
  • 5S
  • Engineering
  • DMAIC
  • Aircraft
  • Business Strategy
  • Business Process Improvement
  • Project Planning
  • Kanban
  • Procurement

Awards | Certifications | Development
Mr. Bowman has many certifications and has received extensive specialized training. Some of these are:

Degrees

  • MBA w/specialization in Logistics -Embry Riddle Aeronautical University
  • B.S Aeronautics w/minor in Management.- Embry Riddle Aeronautical University
  • A.S. Applied Avionics Technologies

Certifications

  • Supply Chain and Logistics Cert- Georgia Tech
  • Lean Six Sigma Green Belt Cert- Georgia Tech
  • Applied Statistics for Six Sigma Cert- Georgia Tech
  • Lean Six Sigma Black Belt Cert- Georgia Tech
  • Advanced Project Management Certification- Stanford University
  • IATA Management Certification- Stanford University
  • Operational Risk Management Cert- USAF

Specialized training Courses

  • World Class Supply Chain & Logistics- Georgia Tech
  • World Class Material Handling- Georgia Tech
  • World Class Inventory Planning & Management- Georgia Tech
  • World Class Transportation & Distribution- Georgia Tech
  • Shingjuitsu- Hiro Ito
  • Effective Presentation and Training Techniques- Pratt & Whitney corporate
Artis Brazee – Executive Leadership, Risk Management & Project Controls Expert, Business Development Professional, Leadership and Culture Mentoring, Corporate Processes & Software Implementations.

Art Brazee has 34 years of experience in the construction industry and 16 years of experience in the Federal Market Place. After his work and leadership on an extremely challenging nationally recognized project designed by architect Peter Bolin, which earned the American Institute of Architects’ highest individual honor, the Silver Star Award, Art focused his talents from historic restoration and master carpentry to management in the commercial market and later, the Federal Market.

Mr. Brazee held positions in the commercial and Federal market to include Quality Control Manager, Project Manager, Regional Manager, Senior Project Manager, Vice President of Operations, and Vice President of Contract Acquisitions. His extensive knowledge and expertise in construction, having spent years in the field with hands-on experience, and broad and deep knowledge of the Federal Marketplace including IDIQs, federal procurement law and regulations, Small Business regulation, teaming and joint ventures, and the FARs, has made him an authority directly being responsible for billions dollars in awarded contracts producing revenue of approximately $1.5B.

In addition, Mr. Brazee is a Marine Corps Veteran having been attached to the White House under Reagan.

Art Brazee Results

Business Management

  • Through business development, cost cutting, and effective risk management brought a construction firm from more than $1M in the red and $20M annual revenue to yearly revenue of $250m with double average industry profits including the company, its Subsidiaries, Joint Ventures and Teaming Partners.
  • Formed C3, LLC (“Design, Engineer, Construct”) from several partners to capture a large Department of the Interior (DOI) MATOC. Currently, C3 generates a pipeline of federal contracts generating more than $225 Million in total revenue.
  • Led corporate activity to identify and implement process improvements to ensure best business and construction practices–while continually improving existing project management corporate model.
  • Responsible for contracts, compliance, risk management, and litigation.
  • Developed a robust Design/Build Program.
  • Led business development initiatives, particularly in Federal procurement, by sourcing opportunities and ensuring timely submittal of responsive proposals relative to type, quality of the opportunity, risk, specifications, bonding and location. Developed and recommended pricing relative to proposals, and maintained tracking / planning methodologies to provide prompt, outstanding responses to RFP––and approving all proposals prior to submission.
  • Created tracking systems, forms and other methodologies to provide outstanding RFP response, and mentored a crack Proposal Team which generated scores of IDIQs, repair, renovation, design/build, and restoration projects.
  • Awarded 2006 Silver Constructech Vision Award for my design and implementation of CMS (Content Management System) using freeware which provided financial and project reporting and control across our nationally located offices.
  • Heavy focus on continuous improvement, best practices, and lean methodologies in all areas including automated system approaches. Policies and procedures were continuously reviewed to quantify results and ensure quality of overall financial information.
  • Worked with CFO to identify procurement opportunities and proposed strategic plans, goals and ideas to secure lucrative federal contracts.   
  • Spearheaded overall cost reduction efforts relating to contracting activities; established best practices, controls and promoted individual fiscal accountability throughout the company.
  • Monitored, identified deficiencies, and updated contract documents and insurance requirements to protect MCC’s interests, and completely rewrote and updated subcontract documents and risk management procedures.
  • Coordinated the resolution of all claims to avoid potential litigation.
Paul Cella | The KeyArx Group – Global Benefits, Insurance, Investments, Financial Risk Management, Estate and Trust Planning, Asset Protection, and Tax Reduction Strategies

Paul has more than twenty four years of experience in the financial industry.  As founder and Managing Principal of The KeyArx Group, his people-connecting skills, have helped individuals of all backgrounds achieve their goals and solve the challenges that “keep them up at night”.  Utilizing this expertise and experience, he has developed an analytics process that has dramatically helped businesses and employees across the United States. 

This comprehensive and unique audit process examines many aspects of a business with the outcome being significant annual cost savings (typical $25,000 to $50,000 per 10 employees).  The procedure reviews areas such as: health, dental, ancillary, and voluntary benefits, financial risk, tax reduction, trust planning, asset protection, bank loans, procurement and supply chain solutions, accounting, legal aspects, qualified plans, tenant leasing, property and casualty, payroll and human resources. 

This process has proven so successful that a firm with more than 10,000 independent financial advisors across the country has chosen to partner with KeyArx in order to offer this program to their business owner and professional clients.  The success of this comprehensive business audit has made The KeyArx Group very attractive to several large regional and national companies who serve the same target market.

Together, KeyArx and select companies have developed highly customized and valuable offerings that are promoted through this distribution network.  This powerful process often identifies areas where there is not only cost savings, but also assists the business owner in achieving other important corporate and personal objectives such as employee attraction/retention, tax reduction, asset protection strategies, and wealth creation/transfer strategies. 

He trains, educates and distributes insurance products to more than 300 advisors in the U.S.  In addition, he has helped develop disability insurance products for the fifth largest insurance company in North America.  He has a unique ability to customize individual and group disability programs together to reduce overall outlay while improving benefit levels.   Many organizations ask Paul to design benefit programs to attract, retain and reward talented / important executives.  Not only is Paul and the KeyArx Group a partner, but they area integrated with global partners whereby we can work in more than 100 nations.

Track Record | Skills

  • 24 Years Insurance, Benefits, Investments experience
  • Sun Life/MGIS Strategic Partner
  • American Medical Association Approved Broker
  • Nationwide 401k Advisory Board Member
  • Ash Advisory Group Member
  • Grand Purpose Network Member
  • Consulting General Agent for top insurance carriers
  • Assists over 300 advisors nationally
  • Unique mastery of the networking process
  • Global partnership Conduct benefits and services in more than 100 nations

Specialties:

  • Individual and Group Disability
  • Custom Benefit Design
  • Product Marketing and Distribution
  • New Product Development
Mack (Mickey) Reed Christian – Global Executive, Finance, Insurance, Investment, Banking, and Global Team Development

Co-Founder: Caywood Christian Capital Management.  The Firm was an SEC regulated Investment Advisor with over $2.8 billion in high-yield fixed income assets under management.  Assets under management included Fortune 500 companies’ retirement plans, insurance company’s investment portfolios, regulated Savings and Loan Associations’ portfolio and high net worth individuals.  Responsibilities included dealing with the regulators of the retirement plans, insurance companies and the Savings and Loan associations to satisfy different reporting requirements regarding investing in high yield fixed income assets.  Responsibilities also included managing the administrative duties of approximately 14 employees, daily cash management, servicing approximately 50 clients, marketing our services to new prospective clients and managing the non high-yield (investment grade) fixed income assets.  Jim Caywood and I formed the company with no assets under management and built the firm into one of the largest high yield fixed income management firms in the world. 

Vice President Merrill Lynch Pierce Fenner and Smith and EF Hutton.  As an institutional fixed income representative my duties included assisting major public and private pension funds, insurance companies, trust departments of national banks, savings and loans, and banks manage their portfolios efficiently.  Responsibilities included credit analysis and yield curve analysis for each portfolio to include trading programs to implement the clients’ desired investment objectives.  Moving large sums of money and securities to settle trades was a daily responsibility.  In addition to domestic accounts responsibilities included executing trades for the Saudi Arabian Monetary Agency (SAMA) in the international marketplace. 

Managing Director The Pacific Century Group.  The Pacific Century Group (a Security Pacific Bank Subsidiary) was formed to bring some of the best portfolio managers and marketing people together to manage assets.  The company managed $8.6 million in equities and fixed income assets.  Responsibilities included managing a nationwide sale force and developing new products for the company.  Management responsibilities included managing approximately 100 employees, dealing with Security Pacific Bank and other banking regulators, managing approximately 2,000 accounts, complying with Security and Exchange Commission (SEC) regulations, reporting requirements, and growing the company.

President of Forestry International, Inc.  The NASDAQ listed Company developed a hybrid palononia hardwood tree with phenomenal growth.  The tree was cloned 26 generations in Australia to develop the best possible growth potential.  The tree could grow up to 15 feet in two years in laboratory conditions.  Responsibilities introducing the tree to large tree farm owners, managing the 35 employees, raising capital to develop a farm to highlight the growth of the tree, oversee planting of the tree farm and creating a supply of the small trees for planting.  Other responsibilities include compliance with the reporting requirements of a listed company with 600 shareholders, public relations with the shareholders and other duties associated with managing a listed company. 

Education, Professional License and Personal Data

Bachelor of Science Degree in Business Administration, Louisiana State University
Graduate Work in Accounting

FINRA Series 65 License-Uniform Combined State Law Advisor       
FINRA Series 24 License-General Securities Principal
FINRA Series 7 License-General Securities Agent
Certified Arbitrator for FINRA cases (Southern California)
Service Disabled Veteran

Married 46 years, 3 children, 9 grandchildren
Military, US Army, Captain, Infantry, Airborne

Esteban Corio – Global Senior Executive | General Management, Sales Driving, Business Unit Management, Program Development, CSR, Sustainability

Pragmatic, enterprising, and resourceful executive, with distinguished experience in managing organizations, channel sales divisions and teams in international and world class corporations. With tested skills in change management, organizational development excels in BU management, corporate social responsibility and program development. Consistently engages total customer satisfaction, 360 degree feedback, leadership/management/staff development, and team development. Innovative change agent recognized for ability to influence and energize a diverse workforce. Multilingual: Native Spanish, Advanced English, basic Portuguese and colloquial Japanese.

Professional Competencies

  • Sales & Sales related
  • Sales Process Enablement
  • Direct & Indirect Sales Force Recruitment, appointment and management
  • Sales Force compensation policies
  • Setting up a distribution and reseller network
  • Quota assignment
  • Territory assignment
  • CRM selection and deployment
  • Sales Training
  • Customer portfolio definition

Corporate Social Responsibility

  • Global Compact guidelines inception process
  • GRI reporting methodology deployment
  • Sustainability practices
  • Engaging with NGOs

Corporate Professional Experience

  • International Game Technology IGT , Buenos Aires, Argentina                                                           
    • IGT is the world leading company in computerized gaming products and systems for gambling and casino industry.
    • President and Sales Director, Southern Cone of Latin America (Argentina, Chile, Bolivia, Uruguay, Paraguay)
  • Intel Tecnología de ARGENTINA, Buenos Aires, Argentina                                                                  
    • Intel is the world leader in semiconductor manufacturing and microprocessor technology.
    • Sales Manager, Southern Cone of Latin America (Argentina, Chile, Bolivia, Uruguay, Paraguay)
  • Hewlett Packard COMPANY, Buenos Aires, Argentina
    • Partner Business Manager, Enterprise Channel Sales
  •  COMPAQ Computer Corp. Houston, TX, USA. Sucursal Argentina.
    • Director, Channel Sales and Marketing (2001-2002)
    • Director, Commercial and Personal Computer Business Unit (1999-2000)
  • Samsung Electronics Argentina, Bs.As. Argentina
    • Samsung Corporation designs and manufactures electronic devices, home appliances and communication equipments.

Infosys Manager

  • AT&T GIS (Later renamed NCR) Buenos Aires, Argentina
    •  AT&T (NCR) designs and provides companies with a complete range of IT solutions for retail and banking industries.

Manager, Channel Sales and Development

  • NEC CORPORATION. Tokyo, Japan and Buenos Aires, Argentina
    • NEC Corporation produces devices and equipment for Computer and Communication industries through out the world.
    • Several positions, from Market analyst to Manager of Computer Equipment Sales. Includes an internship of two years ( 1989-1990) at company´s Headquarters in Tokyo, Japan
  •  Fundes is a leading NGO within Latin America Region that promotes the competitive development of the Small and Medium Companies.
  • Executive Directo

Major Accomplishments
Sales & Sales related achievements

  • Secured a sales ramp-up of 900% in NEC monitors in market after establishing a distribution channel.(1991)
  • Introduction of the first portable & stand alone NEC CD-ROM reader in Argentina Market. After setting the Distribution channel, sales skyrocketed to reach almost 85% of market share during the year (1992).
  • Attained revenue growth of 61% YoY (2004 to 2005) for the managed region (Intel 2005).
  • Launched first GAPP (Government assisted Purchase Programs) with Intel in Argentina, Chile and Uruguay, beating the mark of 100,000 units sold for a single project in Argentina and 70,000 units in Chile (2005)
  • Generated revenue growth of 109% YoY (2005 to 2006) and 230% (Fundes 2006 to 2007).
  • Increased IGT ship share into Southern Latin America to 35% in 2011, 2012 and 2013 (from 30% in 2010).

Organizational Development

  • Established an entire Infosys division (computer and communication division) of a Samsung local subsidiary, including personnel selection, product strategy, and sales targets. (1996)
  • Increased depth and breadth of Intel channel coverage by augmenting in 30% the number of business partners (2005)
  • Secured Certification of Quality Standard ISO 9001:2000 at Fundes Argentina (2008)
  • Founder of the Wholesaler Sales & Engagement rules at Compaq (Wholesaler White Paper, 2002).

Business Unit Management

  • As Compaq CPCG head (Commercial & Personal Computing Group), turned around losses in P&L by increasing the average unit price, improving product mix, fighting out mis-allocations of costs and pursuing appropriate factory margins, without sacrificing market share leadership (2000).
  • Championed product launching and distribution channel setting for NCR´s PC system Globalist series for local market (1995).

Change Management

  • Identified and matched indirect approach to the accounts and the new Customer Centric Model, deploying (first in the region) the Compaq Business Partner Program with 200+ local partners (2002).
  • Managed the inception and acceptance of PC and server business unit into the traditional business model of NCR, oriented to large customers and longer sales cycles. (1995)
  • Inception of Matricial organization into Latin America structure at IGT (2011)

Education and Training

Professional Development

  • Communication Systems Selling (NEC, Tokyo, Japan, 1989)
  • Doing Business in Korea (University of Seoul, Korea, 1996)
  • Foundations in Leadership (Babson College, Boston, USA. 2000)
  • And several other courses and seminars related with ICT Industry
  • Global Compact Facilitator, PNUD, United Nations (2008)
  • CSR for Value Chain in Large Companies ( AMIA, IDB, BsAs 2009 )
  • Member of Renaissance Executive Forums, Argentina chapter
  • International Conference on Gambling and Risk taking, UNLV, 2013
Ilir Dula – Energy and Financial Expert, Banking Professional, Operations Expert, Customer Service Professional, Business Planner, Business Executive, and Effective and Sustainable Change Manager

Mr. Ilir Dula is an accomplished executive with more than 18 years of experience, highly skilled in financial management, execution and expertise in commercial lending development strategies and energy utility operational challenges. As Regional Manager for eight years, at the Raiffeisen Bank Kosovo, he led a regional branch with over eighty five employees and was responsible for loan portfolio that exceeded €48 million. Prior to this, he transitioned former American Bank of Kosovo as part of USAID project; he developed a loan department in ProCredit Bank Kosovo and managed a loan portfolio of €10 million.

As part of Tetratech ES, Inc. team through an USAID project, Mr. Dula’s commitment for results has directed him to successfully achieve performance objectives for Kosovo Public Energy Corporation (KEK) for becoming a commercially viable organization. After a successful privatization of KEK Network and Supply, Mr. Dula continued to support the new owners Çalik & Limak that led to successful results by developing new policy and procedures for providing excellent customer service to more than 500,000 customers.

Mr. Dula is also an experienced strategic sales leader capable of increasing market share, advertising, and commercial revenues and building successful customer-centric relationships. He has expansive professional knowledge of finance and accounting as well as the ability to provide sound judgment and guidance into overall operations of humanitarian and business sectors. His understandings of greater systems implementation make him an effective leader as well as an esteemed industry professional.

Mr. Dula’s proven ability to develop business and financial plans enables him to deliver sustainable business growth and aggressive launches of industry-leading products, services and technologies. His recently founded business strengthens his position as a business strategic planner and a decisive customer oriented professional.  

Mr. Dula holds a Master of Science Degree in International Engineering Management from the Vienna Technical University and Pristina University of Business and Technology.

Professional Competencies

  • Banking/Lending
    • Sales (Retail & Corporate)
    • Analysis
    • Disbursement
    • Monitoring
    • Collection
    • Budgeting
    • Operations
    • Risk management
    • Rebranding
    • ATM’s
    • Facilities
    • Marketing campaigns & PR
  • Finance/Accounting
    • Financial Accounting
    • Management Accounting
    • Sales/Billing
    • Cash Transactions
    • Inventory
    • Fixed Assets
    • Accruals and Prepayments
    • Receivables and Payables
    • Payroll
    • Bank Reconciliation
    • Trial Balance
    • Ratio Analysis
    • Financial Statements
      • Balance Sheet
      • Income Statement
      • Cash Flow Statement
      • Statement of Changes on Equity
  • Customer Service
    • Drafting Policy and Procedures
    • Call Center Service
    • Suggestion Box
    • Complaint Resolution
    • Mystery Shopping
    • Webpage, Email, SMS and Other Services
  • Training
    • Basic Credit Training
    • Credit Policy and Procedures
    • Customer Service Induction Training
    • Organizational Development & Management of Change
    • Credit Management
    • Superior Customer Service Quality
    • SME Sales Training
    • Introduction to Project Accounting
    • Sales Force Effectiveness Training
    • Corporate Finance and Risk Management
    • Accounting Training – Level I, II, III and IV
    • Mystery Shopping Training
    • Business Planning and Grant Application Training
  • Leadership Development
    • Executive Coaching
    • Performance Management
  • Operations
    • Supply and Network Management
    • Cash Handling Management
    • Inventory Management
    • Project Management
    • Change Management
  • Performance Evaluation
  • Project Management
  • Organization Management
  • Brand Management
  • Business Process Management
  • Liquidity Analysis
  • Leverage Analysis
  • Collateral Evaluation
  • Cash Flow Projections
  • Compliance Management
  • Consumer Marketing Analysis
  • Cost Benefit Analysis
  • Leadership and Coaching
  • Internal Department Evaluation
  • Team Building
  • KPI Evaluation
  • Logistics\Distribution
  • Operational Risk

Positions | Titles
Some of the prestigious positions Mr. Dula has had are as follows:

  • Head of Customer Service Department, Kosovo Distribution and Supply Company (Çalik & Limak)
  • Operation Specialist/Adviser, Tetratech ES Inc.
  • Regional Manager, Raiffesien Bank Kosovo
  • Regional Branch Manager, American Bank of Kosovo
  • Supervisor Loan Department, ProCredit Bank Kosovo
  • Country office accountant, International Catholic Migration Commission
  • Country office financial officer, Relief International

Major Accomplishments | Global Organizations
Mr. Dula has accomplished many things for organizations.  He has also been able to successfully restructure inherited staff from state owned bank and build capacities for newly created private bank – American Bank of Kosovo. He managed to achieve a breakeven point in Raiffeisen Bank regional branch within a year. With ProCredit Bank, he becomes a first Loan Officer of the Year in private commercial banking industry in post war Kosovo.    

Some of Mr. Dula’s many specific accomplishments include:

Tetratech ES, Inc.

  • Increased District overall billing/collection results: YTD 2010 – 90%, YTD 2011 – 92%, YTD 2012 – 93%.
  • Increased District overall EAFS/collection results: YTD 2010 – 75%, YTD 2011 – 76%, YTD 2012 – 77%.

Raiffesien Bank Kosovo

  • Increased the number of sub-branches from 2 in 2002 to 5 in 2008 and the number of managed staff increased from 24 to 85 employees.
  • Increased number of ATM’s from 1 to 9.
  • Developed the branch from 150 accounts, EUR 0.3 Million loans outstanding and EUR 0.2 Million deposits to over 30,000 accounts, EUR 48 Million loans outstanding and EUR 50 Million deposits.
  • Retained existing customers and developed new personal and business accounts in line with Branch targets.
  • Managed the operations of the Branch that all bank policies and procedures are followed and the assets of the Bank and Clients are secure, making recommendations for improvement of procedures for effective operations.
  • Implemented effective approaches that maintained quality levels and improved performance throughout the organization.

ProCredit Bank Kosovo

  • Established and developed loan department – first generation of loan officers.
  • Increased loan portfolio, increased number of clients in segments Micro, Small-Medium and Corporate.
  • Managed and maintained the loan portfolio of over EUR 10 million.
  • Developed new marketing strategies for increase of sales. 

Awards | Certifications | Development
Mr. Dula has many certifications, awards, and continued development.  Some of these are:

  • Tetratech ES, Inc. – Ethics and Code of Conduct Course (2011)
  • American University of Kosovo – Must Win Battle Program (2009)
  • RZB and Raiffeisen International – Management Training Program (2006-2007)
  • Dresdner Bank Frankfurt – Documentary Business (2001)

Mr. Dula is the Winner of ProCredit Bank Quality Award.

Jill Efford - Executive, Procurement, Talent Acquisition, Strategic Sourcing, Operations Management, Project Management, and Global Expert.

Accomplished Procurement Professional
Ms. Jill Efford has led transformations that have increased many organizations ability to implement better, faster and smarter supply chain decisions and provide world-class service to its customers, generating value that goes beyond cost savings.  Ms. Efford’s methodologies also include process improvements and innovations that enable the supply chain organization to operate more effectively and deliver a return on its investments.

Having had the opportunity to work with two Global Fortune 500 Manufacturing Companies and one Global Risk Management and Advisory Consulting Firm, Ms. Efford has worked with a strategic network of best-in-class providers, enabling organizations to expand capabilities while maintaining flexibility and focus its internal resources on its core competencies.

Procurement

  • Harmonized Procurement Processes across three merged organizations to increase spend under management and generate cost reductions.
  • Managed the Corporate Global Procurement process for purchases with a team of in house procurement professionals and outsourced providers to generate savings, support processes, and supplier improvements.
  • Managed the expansion of a U.S. centered strategic sourcing and spend management program to North America and then globally, growing spend under management in all Indirect Goods and Services Categories.
  • Engaged all levels of organization in initiatives with interface and support of the Executive Level for outstanding team outputs, improved benchmarks, and bottom line improvements always exceeded
    • The average percentage has been more than twenty percent globally over the last twenty years.

System Implementation

  • Managed implementation of e-procurement tools and P2P processes.
  • Built spend Categorization and Analysis Tools.
  • Developed Metrics and Reporting Tools.
  • Designed and Implemented internal webpage for communication of preferred vendors and Savings Results.

Process Improvement

  • Facilitated the creation and implementation of policies and procedures with stakeholders to support programs and cost reduction initiatives.
  • Utilized Six Sigma methodology to increase efficiencies and improve throughput.
  • Developed a Contract Management to standardize process and assist with Spend under Management.
  • Developed a team of in house procurement professionals and outsourced providers to generate savings and support processes and supplier improvements.
  • Managed quadruple increase of Spend under Management to greater than $500M over a three year period through a formal communications program to illustrate the benefits and effect on the bottom line through stakeholder conferences.  This led to shared and leverage-able process improvements and innovations that other plants leveraged.
  • Implemented a Travel Sourcing Program on $18M in spend that saved fifteen percent over two years.  In another program consolidated three Travel Programs to increase savings opportunity on Air, Car, and Hotel by fifteen percent in less than 6 weeks.   Developed plan to further increase savings by another ten percent through Hotel Request for Proposal and Air Contracts over next year.
  • Developed Fleet Management Program that increased efficiency and reduced risk as well as saving fourteen percent on average per vehicle.
  • Implemented Consolidated Insurance Program that reduced costs by $500,000 and simplified stakeholder process.
  • Managed Identification and consolidation of more than $11M Plant Products and services spend over two years to reduce hard dollar cost by twelve percent.  In this process, also achieved substantial process and service level improvements through supplier collaboration and ‘best in class’ process improvements.
  • Managed implementation of Contingent Labor Program that reduced costs by six percent and standardized recruiting and hiring practices, which led to more savings in organization processes and efficiencies.
  • Worked with IT on Equipment Standardization Program and Managed Implementation of Contracts on IT Hardware (Computers, MFD’s, Cellular) Data Center that generated savings of greater than seventeen percent.

Overall, Ms. Efford has not only improved the bottom line in the hundreds of millions of dollars, Ms. Efford has designed and implemented sustainable practices, increased efficiencies, improved human capital output, created best in practice global teams, recruited and trained and mentored professionals for greater outcomes, while increasing revenues in the hundreds of millions of dollars during her global career.

John M Exley, MBA, CPA Candidate –Business and Accounting Professional dedicated to continual improvement, increasing market share, building sustainable competitive advantage and utilizing strategic and tactical methods to increase earnings and cash flow per share.

MBA, CPA Candidate experienced in Accounting, Finance, CRM, HR, Banking, and Risk Mgmt
Proven record of delivering the best in class in accounting, finance, customer relation management, human resource management, banking, and enterprise risk management focused on business building and performance improvement, innovation, employee engagement and attainment of results above expectation.  Engaged in continual improvement both personally and professionally. Progressive leadership positions with best in class industry leaders in manufacturing, banking, finance, investment and service.

Achieved Business Results

  • Outstanding employee engagement
  • Financial Analytics for innovative new financial  products
  • Focused Team Execution
  • Six Sigma award for Outstanding Contribution to Customer Relations
  • Awarded “Outstanding Contribution to Sales and Marketing”
  • Improved Cash flows
  • Increased Market Share and Profitability
  • Brand building
  • Training and coaching leader
  • Audit and SOX compliance

Strategy & Business Results

  • Created an employee engagement business model at manufacturing company critical to maintaining non-union status including, but not limited to, employee incentive compensation system, health and wellness program, 401K plan, employee roundtables for enhanced communications, enterprise risk management program, and incentive bonus program tied to operational productivity. Perfect record with EEO, OSHA, and NLRB.
  • Development and delivery of employee training program(s) for National Corporation to ensure consistent delivery of above expectation client experience, increased profitability, improved operational efficiency, and uniformity in product quality.  Delivery of training in both English and Spanish.
  • Creation of strategic financial plan for Fortune 500 company over five year timeframe to build sales, gain market share, improve earnings per share, and improve distribution strategy and logistics.  Annual growth rate of 7% for $2.5B Corporation.
  • Partnered with Bank President and Vice President to create a new mortgage division for a regional bank increasing gross revenues by $14M in the first year of operations.  This division added a new segment of business providing bank clientele and the community to innovative lending programs increasing home ownership.  Expanded business in both volume and profitability.  Perfect record of compliance with all local, state, and federal regulatory and legislative requirements and audits.
  • In a synergistic endeavor with CEO and CFO of a private LLC provided financial analytics for a completely new finance product which will open a new market in corporate financial lending.  Analysis of Fortune 500 companies for qualification and potential for application of this revolutionary product. 
  • As an academic team performed as CEO/CFO of an established company improving sales from $40M per year to over $240M per year, gained market share from 16% to 21%, increased stock price from $24 per share to over $55 per share, introduced and successfully marketed and sold multiple new products. Continual improvement of ROA, ROE, and ROI. At the cutoff of the time period we were #1 and maintained an AAA rating from S and P. 
  • Number 1 banker in the St Louis metro region for a major banking operation recognized by regional president and received numerous awards for performance, customer relations, and quality and quantity of banking and investment products.  Provided innovative strategy to increase investment operations sales and outreach. Recognized by Wealth Division for Outstanding contribution.
  • On track to complete all four segments of the CPA exam by the end of calendar year 2014.
Lisa Freschi – Above the Standard Procurement Group®, Inc. New Jersey – Analysis, Sourcing, Solutions, Category Spend Management, Profit Increase, Productivity Improvement.

Ms. Lisa Freschi and her Above the Standard Procurement Group®, Inc. team of sourcing expert’s delivers comprehensive sourcing solutions for both simple and complex spend categories.

Ms. Freschi’s team analyze client’s business needs and implements sourcing solutions that result in bottom line improvement, profit increase, and productivity improvement.

Their experience spans dozens of spend categories for small and large business including, but not limited to:

  • Contingent Labor
  • Education
  • Education
    • Related Services and Materials
  • Engineering
  • MRO
Ivana Galovic – Customer Relations Officer, Finance, Accounting, Audit, Insurance, Compliance, Training, and Business Development

Mrs. Ivana Galovic has been a successful Customer Relations Officer for more than 10 years with excellent Business Development sales skills that are reflected in improving the financial situation of persons who are financed through banks. As a Customer Relations Officer, Mrs. Galovic has achieved a significant share in the achievement of overall organization budget, which is positioned in Novi Sad, Serbia. Because of Mrs. Galovic’s continued results as placing the highest number of bank / finance products and services, promotion will take place in 2016.

In previous work Mrs. Galovic successfully implemented the set of goals and provided an important contribution to the improvement strategy for further business. Every day work and dedication contributed to the better organization of employees, an equal distribution of duties and a realistic assessment of the ability of employees to their work and the tasks they perform. Through Mrs. Galovic’s work, advice provided, and financial solutions provided to clients, a wide network of loyal and satisfied clients have been developed.

Mrs. Galovic in her persistence, desire for new knowledge, and the pursuit of mastering new skills constantly improves the business organization in which she works. Participate in decisions redistribution of staff, the strategy to achieve the objectives and implementation of them, as well as improving existing procedures and business methods.

Mrs. Galovic has a Master of Economic Sciences in the field of accounting and auditing at the University of Belgrade. She is very active and social, and with her unique approach achieves a large number of contacts through exchange of information leading to the beginning of new business opportunities.

Professional Competencies

  • Strategic Planning
    • Process Innovation
    • Project / Change Management
    • And project the changes management
    • The introduction of new strategies and improving existing
  • Business Development
  • Improving sales techniques
  • Negotiation
  • Conducting sales presentations
  • Establishing long-term cooperation
  • Closing sales
  • Customer Care
  • Multiple sales
  • Training
  • Sales skills
  • Knowledge and development of products and services
  • Life and nonlife
  • Customer Care
  • Sales Techniques
  • Strategy planning and organization

 

Positions | Titles
Some of the positions Ms. Galovic has had are as follows:

  • Customer Relations Officer
  • Senior CSU in Alpha bank
  • CSU in Alpha bank
  • Teller / Vault in Alpha bank
  • The skilled purchases in public enterprises

Major Accomplishments

Mrs. Ivana Galovic has made ​​a large number of achievements in her business organization, through her work and dedication she managed to be among the first 10 most successful sellers of about 700 vendors which currently employs Alpha bank ad Serbia. Her professionalism, knowledge and skills have contributed to achieving the overall budget by 25% which a significant percentage as we bearing in mind that the competition in the banking sector is very strong.

Certifications
Mrs. Galovic has many certifications. Some of these are:

  • Advisor in Insurance - National Bank of Serbia  (2013)
  • FCE – Cambridge University (2014)
Ms. Lori R. Gillikin – Global Professional and Executive, Strategic Planner, Resource Connector, Business Collaborator, Systems Analyst, and Management Consultant

Ms. Lori Gillikin is the owner of GILLOR Consulting, a comprehensive management consulting firm serving the Annapolis, Baltimore and Washington, D.C. vicinity. She works with local, national and international organizations. Ms. Gillikin’s focus is as an advisor and advocate to business owners, which has resulted in an extensive background with a variety of industries in numerous areas and segments within business. Ms. Gillikin’s passion is to help businesses and business owners take their companies and selves to the next level.

Ms. Gillikin’s solid track record of building and maintaining revenue growth and product value across diverse technologies have helped many areas including, software, hardware, professional services, and solution selling.

Mr. Gillikin is a voracious reader, researcher and trend analyst, which has gained her respect and regard with analytics (quantitative and qualitative information sources).  Ms. Gillikin is able to bring to clients a unique, creative and innovative solution to solve problem and issues.  She is the “go to” solution for organizations that are looking for exceptional service and results.

Expertise

Ms. Gillikin’s areas of specialty include: strategic planning, project management, business process reengineering, financial projections, market analysis, turnarounds, research and analysis, due diligence in merger and acquisitions, business and marketing plan creation, training and implementation, venture capital and funding, sourcing, and marketing.

Her background in management consulting has expanded through many industries including, government contracting, consumer electronics, security and home monitoring, human capital resourcing, home design firms, commercial real estate, tax assessments, media production, product development, restaurants, auto collision and repair, construction, environmental permitting, government regulations, sales and marketing, and branding.

Experiential History
Ms. Gillikin studied international relations in college and settled an Afghanistan refugee family while in college.  In graduate school she worked for the Institute of Pakistani Studies, helping to publish a quarterly journey and research for a book.   She has worked for a top ten law firm (McDermott, Will and Emery) and accounting firm (now Cohn Reznick).  This has given her strong legal skill sets and financial understanding.  She has worked managing different divisions for Washington, D.C., based non-profits (Society for Neuroscience, Urban Land Institute and APAC). Ms. Gillikin has worked with vendor companies such as LG, Garmin, JVC, Panasonic, Canon, Motorola, Epson, Xohm (Clearwire), Seagate, Pogoplug and Vonage doing product training, demographic analysis, marketing and sales.  She also has substantial background in real estate and tax assessment work. 

Educational History
Ms. Gillikin holds a Bachelor of Arts Degree in Political Science from Eastern University and a Master in Arts Degree in Political Science with a specialty in International Relations (area of expertise was Southwest Asia).  She has a remarkable understanding of international affairs from a political, economic and cultural perspective and is very active in the Annapolis area, specifically business community, as well as professional women’s organizations.

Professional Competencies

  • Strategic Planning
    • Process Innovation
    • Project / Change Management
    • Sales and Marketing
    • System Design and Implementation
    • Alternative Capitalization
  • Negotiation
    • Contract Review
    • Strategic Sourcing & Procurement
    • Vendor Relations
  • Training
  • Sales Techniques
  • Management Style and Leadership
  • Procedural and System Implementation
  • Core Value Analysis
  • Leadership Development
    • Executive Coaching
    • Human Capital and Strategy Development
    • Performance Management
    • DISC
  • Operations
    • Process Innovation
    • Inventory Management
    • Project Management
    • Time Savings System Analysis
  • Sales and Marketing
  • Brand Management
  • Marketing Design & Strategy
  • Compliance Management
  • Consumer Marketing Analysis
  • Competitive Market Analysis
  • Customer Strategic Marketing
  • Diversity Supplier Development
  • Sales Development
  • Sourcing
    • Product Market Analysis
    • Supply Chain Development
    • Key Resource Development
    • Market Share Analysis
    • Negotiation

EDUCATION
Villanova University – Villanova, Pennsylvania                                         1988
Master of Arts – Political Science – International Relations

            Eastern University – St. Davids, Pennsylvania                                            1986
Bachelor of Arts – Political Science

                        Minor – Developmental Psychology
Global Pharma Experience – Complex Global Project Management, Executive Group Collaboration and Delivery, World Renowned Pharma Researchers

Summary
Above The Standard Procurement Group®, Inc. staff has over twenty years of experience in Pharmaceutical Clinical Development.  This experience spans clinical trial phases, functions, therapeutic areas and external organizations.  Our staff has effectively managed complex, global projects and has worked with executives and world-renowned researchers in industry and academia.

Specific Experience
Above the Standard has developed and implemented global strategies for sourcing of a variety of clinical development services. We have managed hundreds of millions (USD) in annual spend and have generated significant cost savings and value through development and execution of strategic sourcing initiatives.  Our overall client savings have averaged more than 28%.

Categories addressed include full service contract research organizations, academic research organizations and specific functional providers including offshoring to low cost countries.  We have coordinated and provided oversight for the creation of source plans across business units within companies.  When creating source plans we strive to apply a variety of value levers in order to provide optimal solutions to meet the business needs.  Above the Standard has developed processes, methodologies, tools, SOP’s and Business Guidance documents for many situations.  We have led efforts to evaluate, select and implement global strategic partnerships with external providers.   Above the Standard has developed and implemented operational and executive level governance including development and collection of operational, relationship and financial metrics.  We have assisted in the management of executive level relationships between sponsors and suppliers.   

Our broad experience and well developed sourcing process allows us to effectively address any category or need in clinical development.  The Above the Standard model empowers our procurement experts to work with breadth and depth of industry experts, affiliates, premier vendors, and strategic partners within our network.  Some of clients have had us partner with them in hundreds of different areas for goods and services as well as establishing SOP’s and creating procurement policies.

Ertan Gungor – Global Bank Professional and Executive, Strategic Planner, Operations, Retail Banking and Management Expert

Mr. Ertan Gungor is a senior banking and finance executive with more than 20 years of experience in leading organizations. Early background within the audit function has formed a solid base for career progression and the means for appraisal of business performance. Commercially aware and skilled in recognizing opportunities for improvements to maximize business potential.

An ability to relate well to people at all levels has been pivotal to success in understanding differences in business cultures. A well respected manager with a reputation for leading from the front. Particularly adept in identifying business needs and setting up new departments and teams.

Mr. Gungor has the experience of working in different countries, such as Turkey, Albania and Azerbaijan, with leadership and responsibility for investment banking, operations, retail banking, human resources, internal audit, financial planning and control, administration and public relations.

Mr. Gungor holds a Bachelor of Arts Degree in Business Administration from the Bosphorus University of Istanbul-Turkey.

  • Professional Competencie
  • Retail Bankin
  • Investment Bankin
  • Bank Operations
  • Financial Risk Management
  • Strategic Planning
  • Financial Planning
  • Business Strateg
  • Internal Audit
  • Human Resources
  • Credit Card
  • Financial Reporting
  • Trading
  • Cash Flow
  • General Administration

Positions | Titles

  • Deputy General Manager (CFO), Alpet – Albania.
  • Assistant General Manager, Retail Banking, ASB (Azerbaijan Industry Bank) – Azerbaijan.
  • Assistant General Manager, Bank Operations, Credit Cards, Human Resources, Treasury Operations, Financial Planning and Control, IT, BKT (Banka Kombetare Tregtare) – Albania.
  • Assistant General Manager, Investment Banking, Human Resources, Training, Organization, Public Relations, Tekstilbank – Turkey.
  • Executive Board Member and Managing Director, Tekstil Securities – Turkey.
  • Head of Internal Audit, Tekstilbank – Turkey.

Major Accomplishments

Investment Banking

  • Built successful relationships with clients based upon long-term and in-depth approach.
  • Established successful new Securities Company and new Research Department.
  • Devised and implemented policies and procedures to increase efficiency and security.
  • Increased customer base for a leading banking organization by more than eight-fold.
  • Supervised a management team of ten with >100 indirect reports.
  • Participated in initial public offerings and established mutual funds.

Credit Cards

  • Set up new Department, designed products and prepared marketing strategies.
  • Adapted and introduced procedures for card and ATM operations with VISA and MasterCard.
  • Led initiative to achieve market leadership with EMV chip, revolving and branded credit cards.
  • Launched kiosks for ATMs and introduced fully EMV compliant POS devices.
  • Organized all necessary networking and software development.
  • Participated in many training seminars at MasterCard and VISA headquarters.


Bank Operations

  • Established a new organization department with responsibility for process analysis.
  • Consistently focused upon customer satisfaction in a culture of continuous improvement.
  • Analyzed operational procedures with flowcharts and operations manuals.
  • Devised and developed processes and job descriptions to support HR
    Function.
  • Earned recognition with special accolades for effectiveness of the department.
  • Provided intensive support to Information Technology Department during design of new software.

Human Resources and Training

  • Recognized importance of the Department as being a priority in the evolution of the Bank.
  • Set up and established new training department.
  • Initiated intensive technical and skill training programs for all employees at every level.
  • Implemented new performance appraisal system, incentive system and career planning program.
  • Managed increase in staffing during period of rapid expansion of the Bank.
  • Rationalized the Bank's compensation policy.

Administration and Public Relations

  • Placed special emphasis upon high quality reporting and monitoring of financial function.
  • Restructured Treasury Operations Department and applied automated solutions.
  • Conducted projects to upgrade IT systems and to enhance banking package.
  • Developed IT Security Strategy and introduced Voice over IP facility.
  • Conducted largest advertising campaign in the history of the Bank.
  • Organized many events and celebration days for the banks.
Enis Hasimi – Finance, Economics, Real Estate, Investment Banking, Entrepreneur, Consulting, Investment Banking, Strategic planning, Leadership, Diplomacy

CEO and Co-Founder at Recruitment and Real Estate ENI Company
Mr. Hasimi is the CEO and Co-Founder of Recruitment and Real Estate Eni Company, responsible for candidates and the role of work in their lives, for assisting candidates in developing their careers through planning, work, coaching and training. Mr. Hasimi has worked on a project that involved employing 600 people abroad in cooperation with Mabetex building construction. Mr. Hasimi received a Masters of Applied Economics with specialization in Financial Economics, Macroeconomics and Forecasting at Center for Economic Research and Graduate Education-Economics Institute (CERGE-EI) in Prague.

Experience

Deloitte                                                                                      
Previously, Mr. Hasimi served as summer analyst in the Tax and Legal Department at Deloitte. He was responsible for preparing monthly accounting records and statutory financial statements, reviewing corporate transactions and assessing compliance with Albanian tax legislation. He shared responsibility for business development activities in VAT advisory services for construction companies.

Mankid Tracks Centre
Mr. Hasimi served as team coordinator of Penpal Exchange ™, a youth project of Mankind Tracks Centre. He was responsible for matching “MA3X” Ctr. students with friends, pen pals and peers across the world in order to share educational, cultural and personal interests.

Central Bank of Albania
Mr. Hasimi served as an analyst in the Statistics Department at the Central Bank of Albania. He was responsible for collection and compilation of monetary and financial statistics and for compilation of monetary development indices. Mr. Hasimi also worked on an analysis of the payments’ balance statistics. Mr. Hasimi contributed also in evaluating the overall performance of 16 banks based on performance indices.

Raiffeisen Bank                                                                 
Mr. Hasimi worked for different departments and cooperated with employees in various positions including customer service, credit card, micro credit, small and medium enterprise, corporate loans and services for wealthy individuals.

During 2005-2009, Mr. Hasimi was a member of the group that took part in the “Support the Needy” program in Durres, Albania. He has shown excellent interpersonal and communication skills, exceptional time management skills and was able to complete tasks and projects provided to him, within strict deadlines. Mr. Hasimi has demonstrated also a high level of professionalism, integrity and commitment.

Education
Mr. Enis Hasimi received a B.S. from Epoka University. He received a merit scholarship for his entire undergraduate studies. He has also received merit scholarship for his graduate studies. In 2011 Mr. Hasimi attended a summer school program, Options, Futures and other financial derivatives in London at the London School of Economics. During his study in London, he gained knowledge of financial derivatives and at the same time worked with mathematical tools needed to understand and study derivatives. 

Mr. Hasimi also has a Masters of Applied Economics with specialization in Financial Economics, Macroeconomics and Forecasting at Center for Economic Research and Graduate Education-Economics Institute (CERGE-EI) in Prague.

Specialties
Investments Analysis and Portfolio Management, Financial Analysis, Corporate Finance, Investments and Asset Pricing, Mathematics, Statistics, Risk Management, Financial Derivatives, Financial Engineering, Time Series Analysis, Financial Econometrics, Quantitative Methods.

Skills

Finance

  • Corporate Finance and Valuation
  • Financial Analysis
  • Financial Management
  • Investment Analysis and Portfolio Management
  • Project Evaluation and Finance
  • Risk Management and Insurance
  • Financial Accounting
  • Investments and Asset Pricing

Banking

  • Bank Accounting and Reporting
  • Bank Management
  • Banking and the International Financial System
  • Banking Operations and Services
  • Financial Institutions and Markets
  • Loan Management and Credit Analysis
  • Monetary Theory and Policy
  • Principles of Banking

Econometrics and Quantitative

  • Applied Time Series Analysis
  • Financial Econometrics
  • Mathematics
  • Quantitative Methods
  • Statistics

Economics

  • Advanced Macroeconomics Policy Analysis
  • Applied Microeconomic Analysis
  • Energy Economics
  • Industrial Organization
  • International Development and Growth

Certifications & Training      

  • 2013 Participant in The Boston Consulting Group Strategy Cup , Prague
  • 2013 Participant in the Model Economic Forum, contributed in youth entrepreneurship panel, organized in Istanbul.
  • 2013 High Academic Honor Certificate
  • 2013 The Banker Deserved Certificate- awarded by Central Bank of Albania.
  • 2010 Participant in the SIFE national competition
  • 2009-2010 International science and engineering fair-INTEL
  • 2006-2007 Goal scoring in football league organized by Turgut Ozal colleges
  • 2006-2007 winner of the second place in football league organized by TOK colleges
Jamie Hough – Professional Executive with Expertise in; Manufacturing/Industrial and Retail Supply Chain Management, Tough Negotiator, Skilled Sourcing, Cost Savings, Team Leadership, Strategic Analyzer, Process Improver, Operations Expert, Contracts Professional, Big Picture Visionary Thinker, Positive Long Term Business Relationships.

Ms. Jamie Hough is an accomplished senior executive with more than 25 years of experience, highly skilled in strategic analytical planning, cost savings, and supply chain management.  Along with her expertise in procurement and supply chain management she has also been involved at high levels to systematically recommend and implement business intelligence tools and operational improvements to reduce labor time by as much as 60% and optimize costs and inventory.   

Her broad knowledge base and experience in procurement management, team leadership, process improvements, partner collaboration, sales development, marketing, IT solutions, and wide spread category knowledge allows her to operate quickly and efficiently with her partners and clients by leveraging her expertise to help organizations generate working capital and grow profits.

Ms. Hough is highly regarded by industry professionals as an effective leader and innovation specialist. She has served on many national advisory boards including, Electronics Buying Groups, HP, Sony Electronics, and has contributed to Twice Magazine reporting industry trends and results.

As Vice President, Above the Standard Procurement Group®, Inc., she was responsible for multiple client and category cost saving projects.  In her time with Above the Standard she has accomplished excellent results and developed win-win relationships between our clients and vendors.  A few of the many accomplishments she has achieved are:

  • Significant cost savings for 100% of her clients
  • Cost savings for 100% of the projects and categories completed
  • Project category savings raging from 8% to 68%
  • Vendor consolidation resulting in stronger partnerships and savings
  • Program and quality improvements
  • Client training and standards for future contract negotiations
  • COG analysis resulting in changed spend management
  • Department buying consolidation

As Sr. Supply Chain Manager, Nebraska Furniture Mark she was responsible for more than $55,000,000 in product management.  She successfully led a team of buyers and support staff and worked closely with cross functional managerial professionals.  Under her leadership she was a top producer and achieved the highest level of critical measure goals on the team.  She was quickly recognized as an innovative organizational leader and was asked to be a lead process champion to analyze, improve, and implement processes, programs, and IT Solutions Company wide.  A few of the many accomplishments she achieved are:

  • Created a complex technology forecasting system to more efficiently buy products resulting in  inventory turns doubling more than two years
  • Significant cost savings resulting in improved category profits by 8-19%
  • Negotiated additional programs and marketing funding resulting in funding marketing expenses by 133%.  The additional 33% funding not only paid for 100% for her departmental marketing expense but also supplemented other department marketing
  • Reduced inventory levels by 23% in the first year
  • Developed new business intelligence tools to analyze inventory and sell through used companywide reducing labor hours by up to 45%
  • Improved product quality by developing a Quality Program Reporting tool saving the company 4% of overall COG’s
  • Created and implemented Vendor Report Cards to help with vendor partnerships and expectations
  • Collaborative, flexible approach to problem solving
  • Highly responsive to changing business needs and objectives

As Supply Chain Manager, Specialty Finishing she was responsible creating and implementing supply chain systems, tools, and processes from the ground up.  She began her career at Specialty Finishing as a full time Accounting Supervisor.  Within a short amount of time she was handling her full time accounting duties in 50% less time than the previous accounting professionals.  Her high work ethic and drive allowed her into take on more responsibility and launched her into a new career of supply chain management.  A few of the many accomplishments she achieved are:

  • Developing and implementing supply chain system tools in which
    • Decreased inventory levels by up to 17%
    • Improved and increased manufacturing production by eliminating out of stock inventory supply
    • Consolidated vendor suppliers resulting in program and delivery improvements
  • Negotiated cost reductions within all product categories
  • Improved contracts for quality, product expiration, and vendor returns resulting in product loss savings of 3% overall inventory expense
  • Wrote an Order Entry – Production IT program tracking, estimating, and projecting manufacturing time lines, product expense, and full product cost estimator.  This system also analyzed and compared actual expense which was used as a management tool companywide 

Professional Competencies

  • Strategic Sourcing & Procurement
  • Strategic Planning
  • Negotiation
  • Contracts / Proposals
  • Project / Change Management
  • Process Analysis / Improvement
  • Quality Assurance Implementation and Reporting
  • Operational Efficiencies
  • Process and Procedure Handbooks
  • Cost Reduction
  • Long Term Positive Vendor Relations
  • Leadership Development / Training
  • LEAN – Agile Process Champion
  • Forecasting
  • Critical Measure Reporting
  • Inventory Reduction / Just In Time Inventory
  • Project Management
  • Marketing
  • Business Development
  • COGS Analysis
  • Consumer Market Analysis
  • Logistics / Distribution
  • Accounting / PL Reporting
  • IT Programmer

Product / Service Category Expertise Areas:

  • IT Solutions, Hardware and Software Technologies
  • Manufacturing Supplies
  • Medical Supplies
  • Industrial Supplies and Services
  • Uniforms & Linen Rentals
  • Janitorial Supplies and Services
  • Merchant Credit Card Processing Services
  • Phone / Cellular Services
  • Food Distribution
  • Travel and Car Rental
  • Trash Removal
  • Office Supplies and Solutions
  • Printing Supplies and Services
  • Retail Buying

Positions | Titles
Some of the prestigious positions Ms. Hough has had are as follows:

  • Vice President, Above the Standard Procurement Group
  • Sr. Sourcing and Supply Chain Manager, Nebraska Furniture Mart
  • Sourcing and Supply Chain Manager, Specialty Finishing

Major Accomplishments | Global Organizations
Ms. Hough has accomplished many things for organizations.  Over Ms. Hough entire tenure she has been responsible for tens of millions of dollars in savings from both procurement and operational efficiencies. She also increased sales by more than 60% for the companies she has represented.

Awards | Certifications | Development
Ms. Hough has many certifications, awards, and continued development.  Some of these are:

  • Statistical Process Certification
  • LEAN – Agile Process Champion
  • NEGOTIATING® Negotiate to Win
  • American Purchasing Society – Purchasing Management
  • Certified Purchasing Professionals
  • Franklin Covey Management Institute – Time Management
Esmail Jonawaz – Procurement Management, Negotiation, Team Leadership, Process Improvement, Project & Program Management, Training & Development staff, Resource Management, Cost Control, Problem Solving

Mr. Esmail Jonawaz is Results-driven, dedicated, and accomplished Procurement Manager with an extensive background in delivering innovative logistical solutions through strategic planning and effective asset/resource management. Demonstrated ability to identify weaknesses in processes and implement improvements that increase efficiency while controlling costs. Capable project and program manager committed to completing all deliverables on time and on budget. Established leader with the ability to train, develop, and mentor procurement team members in meeting and exceeding all goals. Excellent interpersonal skills used to interact and cultivate strategic partnerships with senior leaders, associates, vendors / suppliers, and clients.

Professional Competencies

  • Procurement Management
    • Contract and Supply management
    • Sourcing
  • Negotiation
    • Contract
    • Partnership Development
    • Best Value Creation (Cost Reduction)
  • Training
    • Contracts
    • Negotiations
  • Team Leadership
    • Performance Management
    • Developing Experts
    • Team building and restructuring
  • Process Improvement
    • Create Procurement policy objectives
    •  Sourcing Methods
    • Integrated Supply Chain Management
  • Brand Management
  • Project & Program Management
  •  Resource Management
  • Cost Control
  • Problem Solving

Positions | Titles

Some of the prestigious positions Mr. Jonawaz has had are as follows:

  • Logistics Head  @China National Oil Company
  • Senior Procurement Specialist @China National Oil Company
  • Business Development Manager @ Petro Energy Passavan Kish
  • Procurement & Logistics Manager @ OMV Auteria

Major Accomplishments | Global Organizations
Mr. Jonawaz has accomplished many things for organizations.  Over Mr. Jonawaz entire tenure he was responsible for more than $ 250,000,000 in savings from both procurement and operational efficiencies.

Some of Mr. Jonawaz’s many specific accomplishments include:

China National Oil Company

  • Managed 150 contracts worth more than $500M annually for field services and materials for projects.
  • Successfully implemented Customs Clearance program on time and under budget, saving 35% in costs.
  • Closed 5 Tenders worth $433M for long lead equipment, including pumps, boosters, compressors desalters, and pipelines.
  • Successfully coordinated $300M in Tenders for company site preparation, saving 15% on budget.
  • Finalized an onshore facility development Tender worth $292M about 17% under budget.
  • Secured line pipes Tender of $167M about 7% under budget.
  • Obtained camp design Tender of $228M about 10% under budget.
  • Achieved 10% savings on Geo Tec Survey Tender worth $5M.

Petro Energy Passavan Kish

  • Actively participated in negotiations on behalf of client for seismic project worth $7.5M and ended with a contract in the amount of $6.9M, representing a 7% discount.
  • • Won two proposals and Tender worth $1.5M with government related to customs clearance and logistic/transportation for a one-year period.

OMV Austria

  • Fulfilled 220 shipping document for permanent materials of various drilling equipment for field operation worth $15M.
  • Successfully imported temporary equipment for field services base on rental service contract worth $33M.
  • Implemented a Tender for drilling selection worth $8M.

Certifications | Development

Mr. Jonawaz has many certifications, and continued development.  Some of these are:

  • Finance and currency  certification 
  • Export / Import certification 
  • Transport and customs certification 
  • Contract strategies for supply chain certification
  • Safety for managers certification
  • Waste management systems certifications
  • Negotiation Skills certification
  • Negotiation Planning Base on TCO
Arianit Kastrati – Entrepreneur, Strategic Planner, Operations Expert, Contracts Professional, Construction and Wood Manufacturing Industry, Negotiator, and Effective and Sustainable Change Manager.

Mr. Arianit Kastrati is an accomplished senior executive with more than 10 years of experience, highly skilled in strategic planning and execution and expertise in transformational leadership challenges. As CEO at RICON LLC, he led an organization with over two hundred employees and was responsible for national, multi-site construction and delivery services with revenues and operating budgets that exceeded €50 million.

Throughout Mr. Kastrati’s career, he successfully engineered operations and procedures, developing effective performance objectives and implementing new strategies that lead to successful results. His transparent leadership style promotes organizational alignment and customer-focused teams. He is also an experienced strategic operation leader capable of increasing market share throughout quality construction and building successful customer-centric relationships.

Mr. Kastrati is highly regarded by industry professionals as a thought leader and innovation specialist. His keen ability to develop clear and sustainable financial plans and secure new revenue sources differentiates him from others and enables him to deliver phenomenal results, sustainable business growth and aggressive launches of industry-leading products, services and technologies.

Arianit holds several certificates, including but not limited to, Project and Operations Management, Entrepreneurship and ISO 9001 Lead Auditor. He is also very active in community based initiatives and has served on local economic development leadership teams.


Professional Competencies

  • Strategic Planning
    • Process Innovation
    • Project / Change Management
  • Negotiation
    • Contract
    • Partnership Development
    • Best Value Creation (Cost Reduction)
    • Vendor Relations
  • Training
    • Entrepreneurship
    • Human Resource Management
    • Project Management
    • Operations Management
    • Contracts
    • Negotiations
    • Management Style and Leadership
      • How People Lead, Manage, and Work
    • Manufacturing Efficiencies
    • Reorganizations
  • Leadership Development
    • Executive Coaching
    • Human Capital and Strategy Development
    • Labor Relations
    • Performance Management
  • Operations
    • Lean Manufacturing
    • Process Innovation
    • Inventory Management
    • Project Management
    • Integrated Supply Chain Management
  • Business Cycle Analysis
  • COGS Analysis
  • Compliance Management
  • CRM Development
  • Customer Order Fulfillment
  • Diversity Supplier Development
  • Fleet Management
  • KPI Evaluation
  • Logistics\Distribution
  • Manufacturing Operations
  • Quality Assurance Implementation
  • Stakeholder Analysis

Positions | Titles
Some of the prestigious positions Mr. Kastrati has had are as follows:

  • Chief Executive Officer, RICON (Construction)
  • Chief Operation Officer, Rubin Invest (Real Estate Development)
  • Board Member, OXA Group
  • Human Resource Manager, Rubin Invest (Real Estate Development)
  • Lean Manufacturing Consultant, Tefik Çanga Design (Furniture production)
Mark Kotze – Global Professional, Accomplished Senior Executive, Retail, Channel Management, and Bottom Line Change Management

Mr. Mark Kotze, Managing Director and Global Executive twenty year extensive experience in the Middle East Africa and India region across a range of retail business sectors. Mr. Kotze’s proven and accomplished track record in driving sales and business profitability, delivering operational excellence, strategic visioning with analytical, problem solving and decision making skills supported by a strong business acumen have resulted in consistent record breaking performance for many organizations and individuals.

Mr. Kotze is a passionate leader, who enjoys being part of and leading high performance teams.

Skills Inventory

  • P&L Accountability
  • Cost Containment Strategies
  • Sales & Operations Strategies
  • Global, Multi-discipline Management
  • Organization Restructure & Change Management
  • Business Development & Recovery Programs
  • Channel Strategy & Implementation

Channel Management

  • Worked with regional directors across retail, distributor and operator channels to create a global framework for countries to adapt and implement their locally relevant channel strategy for a leading Telco company.
  • Revitalized the Global Channel Strategy to re align with the current market share and deliver sustainable growth and sales for business partners. Used a modular format to meet the specific needs across the 4 diverse global regions.
  • I led the team, as directed by the CEO and global stakeholders to drive the recovery of the new smart phone launch. This execution manual, a detailed execution plan that gained the vital support of all Global stakeholders, exceeded the plan.
  • Designed and Launched the Global Execution Guide for new smartphone launch which increased our position in the Smart Phone Market.
  • Enhanced the phone execution customer experience realizing a significant increase in Net Promoter Score levels in all key markets.

Sales and Retail Operations

  • Spearheaded a regional cross-functional team across the region to deliver on Sales and operational efficiencies. Achieved sales of USD 1 Billion and generated up to 40% of smartphone sales in the relevant markets. India being the focus market.
  • Established International Retail standards across 1,000 locations in 3 countries, with Global Certification and vastly improved Mystery Shopper and Retail Audit results.
  • Established International Retail standards across 500+ Franchise stores and 400 premium partner stores. Launched a partner selection and certification program for more than 300 partners in India. Developed a viable business model and retail operations manual to train retail teams which transformed the partner’s commitment. Collaborated with Global HR to design a training curriculum to motivate and strengthen the team.
  • Implemented a new business format in the Saudi market which has almost doubled smartphone market share in the channel.
  • Optimized value selling by combining devices, services and gear via the distributors to the Retail outlet. Significantly increased smartphone sales, accessory attachment rates and mobile application down loads.
  • Established Retail Management processes across 19 markets in the region with measures to monitor and capture customer satisfaction feedback in 30,000 outlets with sales in excess of USD 24 Million per month. Led the project team to deliver a Solutions framework strategy which increased Net annual sales for Services and Software by 35% with more than 8 million active users. Redesigned the distribution structure and landscape for accessories to deliver Net Sales of USD 40 Million per annum. 
  • Led a senior executive team responsible for all key management functions encompassing operations, logistics, administration, visual merchandising, marketing and buying and a staff compliment of 500 employees.
  • Introduced recognition and succession planning programs that led to increased motivation and level of engagement.
  • Achieved organic sales growth of 91% in a competitive retail environment, delivering record sales in excess of USD 100 Million and record net profits at 20% contributing to 33% of the group sales.
  • Maintained and developed relationships with key stakeholders in Inditex. Negotiated and launched Bershka, Zara Home in the market. Established and developed the full business entry delivering 15 stores in less than 1 year.

Business Development and Project Management

  • Launched New Franchise businesses in the Saudi Arabian and South African markets for world class fashion retailers.
  • Spearheaded the total project management and opening of 50+ top retail locations.
  • Launched and set up field force operations in 19 markets in Africa. This included all the key processes, relevant vendor appointments and delivered a process to drive operational excellence and deliver International best practice.
  • Designed and launched the franchise model in the GCC for a large international Telco.
Richard Montellano – Global Supply Chain Guru, Manufacturing and Distribution, Supplier Collaboration Leader, Efficiency Expert, ERP Solution Provider

Mr. Richard Montellano is a supply chain executive with more than twenty-five years of experience in the manufacturing and distribution environments.  He is passionate about helping companies create effective solutions that have and continue to create savings in their supply chain operations.   He has demonstrated his supply chain leadership across industries such as aerospace, hospitality, industrial, consumer goods, and much more.  Mr. Montellano’s vast experience has helped many organizations around the globe from small to large. 

Mr. Montellano’s supply chain experience includes extensive supplier collaboration that has driven and continues to drive sustainable cost savings, reduce lead times, and provide strategic competitive advantages in the supply chain, which has helped these organization’s, differentiate from the competition.  These supplier collaborations have helped create innovative supply chain solutions such as data sharing, design changes to increase manufacturability, forecasting, and supplier capacity planning.

Mr. Montellano has also led many ERP implementation solutions for many organizations around the globe. His leadership has directly led to millions of dollars of savings through supplier sourcing, collaboration, and process improvements.

Professional Skillset

  • Capacity planning
  • Contract negotiations
  • Demand planning
  • ERP software implementation
  • Inventory management
  • Logistics
  • Project management
  • Sourcing
  • Supplier collaboration
  • Supplier metrics
  • Supplier relations
  • Warranty returns
Education
BS Operations Management, California State Polytechnic University, Pomona
MBA West Coast University
Solomon Mota – Sourcing, Purchasing, Materials Management, Transport Logistics, and Supplier Development

Industry Experience

  • Worked closely with clients, to facilitate cost reduction initiatives that enhanced the overall affordability and quality of sourced goods and services.
  • Monitored and assessed supply source effectiveness and collaborated with suppliers to address problems or issues.

Specialties

  • Contract Management.
  • Transport fleet management.
  • Materials Management.
  • Sourcing and Purchasing.
  • Supplier Appraisal and Development.
  • E-procurement and E-sourcing.

Education

  • MSc Purchasing and Supply Chain Management.
  • Postgraduate Diploma, Ports and Shipping Administration.
  • BSc Environmental Science.
  • Member of the Chartered institute of Purchasing and Supply (MCIPS).
Lusine Nersisyan – Global Professional and Executive, Strategic Planner, Financial Analysis Expert, Funding and Negotiations Guru, Banking Industry, Effective and Sustainable Change Manager

Mrs. Lusine Nersisyan is an accomplished senior executive with more than 20 years of experience in Finance & Banking, Liquidity management and Treasury business, Funding and Negotiation, Financial and Tax Accounting, Business planning and Corporate reporting.  She is a high performing executive with a proven track record of accomplishments in corporate reporting, budgeting and tax accounting organization, in setting up beneficial funding contracts with various International Financial Institutions with agreement values ranging from $5 million to $20 million.  

Throughout Mrs. Nersisyan’s career, she successfully established Accounting & Reporting, Budgeting & Analysis operations and procedures, developing effective performance objectives and implementing new strategies that lead to successful results in the newly established banks. His transparent leadership style promotes organizational alignment and customer-focused teams. He is also an experienced fundraiser capable of negotiating beneficial contracts for the banks.

Mrs. Nersisyan is highly regarded by industry professionals as a thought leader and innovation specialist. Her keen ability to develop clear and sustainable strategic plans and secure differentiation new funding sources differentiates her from others and enables her to secure the shareholders’ value of investment, sustainable business growth and aggressive launches of industry-leading products, services and technologies.

Mrs. Nersisyan holds a Bachelor Degree in Finance from the Banking and Finance Academy of Armenia, as well as being a graduate of a 3 Year Senior Management Academy in Furth, Germany. Currently she is finalizing the Int’l ACCA certification (12 exams completed out of 14).

Professional Competencies

  • Strategic Planning
    • Process Analysis and Innovation
    • Project / Change Management
    • Target setting and performance measures
  • Accounting and Taxes
  • IFRS Financial and Management accounting
  • Financial and Corporate reporting
  • Negotiation
    • Funding
    • Best Value Creation (Cost Reduction)
    • Strategic Sourcing & Procurement
    • Vendor Relations
  • Training
    • Negotiations
    • IFRS and Business planning
    • Management Style and Leadership
      • How People Lead, Manage, and Work
    • Operational efficiencies
    • Reorganizations
  • Leadership Development
    • Executive Coaching
    • Human Capital and Strategy Development
    • Labor Relations
    • Performance Management
  • Operations
    • Effective banking products for Business
    • Liquidity management
    • Process Innovation
  • Compliance Management
  • Branching out
  • Procurement and Tendering
  • Market positioning
  • KYC and client relationship
  • Customer Profiling & Segmentation
  • Financial Modeling
  • Funds Transfer Models
  • KPI Development and Evaluation
  • Quality Assurance Implementation
  • Litigation in Banking
  • Stakeholder Analysis

In her last position, Mrs. Nersisyan was a member of the following Permanent Decision making Committees:

  • Member of the Asset & Liability Committee (ALCO)
  • Member of Directorate
  • Chairman of Legal Litigation Committee (LLC)
  • Chairman of Procurement and Tender Committee (PTC)
  • Member of General Risk Assessment Committee (GRAC)

Positions | Titles
Some of the prestigious positions Mrs. Nersisyan has had are as follows:

  • Deputy Executive Director, ProCredit Bank, Armenia
  • Chief Accountant, CFO, ProCredit Bank, Armenia
  • Chief Accountant, Emporiki Bank of Greece, Armenia
  • Senior Trade Finance Officer, Ardshinbank, Armenia

Major Accomplishments

  • Participated in the small team of professionals opening and setting-up of the bank, as part of the Holding company, introduced new systems for Central Bank regulatory reporting, German Bundesbank and Baffin reporting, IFRS financial accounting and reporting
  • Successfully negotiated and set-up foreign and local currency loan facilities from IFIs individually ranging from $5 million to $25 million
  • Organized the branch network restructuring and cost optimization, which resulted in the significant cost reduction (more than 20%)  
  • Established sound Liquidity and Reserves management system, that secured the bank an efficient and sustainable liquidity reserve allowing costless and riskless cash management in the bank (mandatory reserves, OCP, funding and liquidity)
  • Developed a branch profitability model, that was part of KPI of the bank
  • Lectured to Young Bankers’ Program participants of the Bank, as part of Executive lecturing team, via which bank recruited more than half of the employees
  • Developed advanced knowledge of international financial reporting standards, finance and tax, banking law, procurement and branching out, staff training and compliance

Awards | Certifications | Development
Some of these are:

  • Highest award for ACCA F9 exam in Armenia and 16th place in the world (2014)
  • Executive Directors’ Certification from Central Bank of Armenia ( YY 2004-2015)
  • Senior Management Academy, Germany - (YY 2009-2011)
  • EuroMoney training, London – IFRS and New adoptions (2006)
  • ACCA International qualification (graduating December 2015)
Mark Neubauer - Educator, Leader, Trainer, Presenter, Coach, and Mentor

Educator

Mr. Mark Neubauer has extensive experience as a professional educator since 1990 within all age categories. 

Leader

As a proven leader since 2006, Mr. Neubauer has been directly involved in the development and implementation of new programs to assure that professional standards are met, research based interventions are provided, and growth continues through systematic monitoring.

Trainer

From 1995, Mr. Neubauer has provided training for children through adults in leadership, technology, professional development, personal growth, and audience engagement.  This has resulted in identifiable outcomes in all segments.

Presenter

Mr. Neubauer’s presentations from 1995 have included interactive technology, individual, small group and large group engagement strategies to engage the audience and keep them involved in the material in a meaningful way with interactive outcomes from attendee.  Mr. Neubauer’s proven methods for presenting have often filled auditoriums with people with an environment where you could hear a pin drop.  These presentations have included all types of people in all age brackets.

Coach

Mr. Neubauer has coached since 2000 including both athletes and professionals.  This included several years of summer baseball camps for elementary age children, which included teaching the fundamentals of sports, baseball and sportsmanship.  Also, Mr. Neubauer has been a professional coach leading professionals through their goals, growth, and standards of excellence.  This has included observing each person in their professional setting and feedback given on their performance

Mentor

Mr. Neubauer has had the opportunity to mentor people since 2003.  This has included mentoring several professional at the beginning of their careers, as well as mentoring individuals in both formal and informal situations for both short and extended periods of time.

Education

B.A. degree from Winona State University – 1990

Masters degree from St. Thomas University - 1996

 

Gerardo Galvan-Duque Ortiz – Financial Corporate Director, Strategic Planning, Managing for Value, Strategy Development and Execution, Mergers & Acquisitions, Profit Growth and Value Creation

Accomplished Financial Corporate Director

Financial Director with 15 years’ experience at controllership level on U.S. Multinational manufacturing and services/private industry in Mexico; Executive Finance MBA,  BS Civil Engineering; Value Based Management; Excellent experience increasing the intrinsic VALUE of the businesses. Advanced computer skills including use and administration of client-server based accounting systems; cash and risk management; benefits administration; financial reporting under USGAAP and MEXGAAP; Cost management; General understanding of Mexican and US tax law. Audited by main Accounting Firms: Price Waterhouse Coopers, Ernst & Young, Deloitte, and other major global firms.

Business Opportunities and Relational Development Constantly detecting and developing new business opportunities to grow profits. Union relations and general knowledge of Mexican Labor Law.

Business Growth – Operations, Cost Reduction, Finance, Efficiencies, Processes, and Sales
Proven ability to improve operations, impact business growth and maximize profits through achievements in finance management, cost reductions, internal control and productivity/efficiency improvements. Budgeting and strategic direction. Key involvement into the business decision making, working with local and group management to identify and implement process improvements which will enhance business performance and maximize sales, profits and cash generation.

Proficient analyzing financial performance, financial modeling and financial projections. Experience in acquisitions and projects developments. Marketing skills. Experience working with banks and procuring financing. IPO leader. Used to work with global structure, multicultural teams and under operational excellence environment. My goal is to make the difference in my field of expertise by developing, enabling and energizing others.
Strong negotiation skills. Honest, straightforward, innovator and integrity driven. Strong organizational and leadership skills. “Out of the box” thinker, energetic, enthusiastic, and self-starter.

Achieved Business Results

  • Balanced Scorecards
  • Financial Analysis
  • Focused Team Execution
  • IPO Leader
  • Mergers & Acquisitions
  • New Products & Markets
  • Operations Improvement
  • Taxes Strategy
  • Turnarounds

Strategy & Business Results
Direct Report / Worked closely with the CEO and CFO of four Fortune 100 companies.

  • Increasing profits on average by +137% more than last year.
  • Headcount reduction on 35% closing 6 facilities.
  • Taxes risk reduction on +75%
  • Joint venture between Promotora Ambiental and Avangard Mexico for constructing the biggest recycling manufacturing facility in the world.
  • 50 million dollars loan negotiation with the World Wide Bank for the construction. 
  • Coordinating and controlling all the administrative and financial operations.
  • Professionalizing a family company according with stock market standard.
  • Technical bankruptcy reversion, returning to profitable operations in 2 months.
  • Developing and implementing financial recovery plan increasing cash flow and current Assets/liability management.
  • Recovery receivables up to +30 days.
  • Deloitte's Due Diligence improves.
  • Counsels management and staff in business areas that affect financial performance.
  • Analyzing negative trends and significant deviations.
  • Operational processes integration - logistics; customer service, demand planning, account receivables, customer logistics, aggressive cost and operative expenses reduction.
  • Consolidated and analysis of financial data for periodic and annual financial statements using MEXGAAP and USGAAP. Financial Reports for the Board of Directors.
  • Business plan developing; Creating and implementing new cash flow management structure using budget and forecast control. Forecast accuracy @ +98%; Fill Rate +96%.
  • Provide tax, insurance and other reports required by governmental regulations.
  • Inventories reduction, +25 %, and accounts receivable reduction, +65% implementing Just in time.
  • Operating expenses cost reduction of +23%; productivity increase +19%; Fill rate + 25%; GMP´s @ +85%, initiative compliance +85%
  • Excellent relationship with banks.
  • Experienced manager with skills in leading direct reports as well as cross-functional teams, justifying new product development investments, determining and documenting new product requirements, developing sales forecasts and product pricing, and launching new products to the marketplace. Proven ability to manage key account relationships and large-scale projects.  Experience with presenting to senior management, representing senior management in discussions with others in the company, meeting with customers, training and assisting dealers.
  • Supervising the construction of 2 manufacturing plants (Maquiladoras and PITEX) in CD. Juarez, Chihuahua and CD. Acuña, N.L. finished on time and in accordance with the budget approved.
  • Value Based Management, Managing for Value, Activity Based Costing, Job Costing
Chris Parsons - Operations & Supply Chain

Chris has over two decades of operations and supply chain experience. Trained in the GE Management program for Global Sourcing, Chris has made a career of cost reduction in every level of direct and indirect material spend. He knows what it takes to reduce material costs, improve supplier performance, and increase cash flow through inventory management, and has done it at companies as diverse as GE Power Generation, ITT Industries, Crane Co., DuPont, and Remington Arms. Chris has managed global commodities of $100 million+, developed and implemented strategic sourcing programs, and executed improvements of 50-75% on cost, lead time, and inventory. Much of the challenge has been with high-mix, low volume products. He has a Bachelors Degree in Electrical Engineering from Clarkson University as well as an MBA from Union College.

Specialties:

  • Direct Materials (industrial manufacturing, fluid handling, pumps and valves)
  • Small Manufacturing Companies
  • Firearms industry
  • Global sourcing / China – import/export
  • ISO Auditor Certified 9001, Quality systems and supplier assessments
  • Lean manufacturing – six sigma, inventory management indirect corporate spend programs – travel, energy, fleet, freight
Teresa Parsons - Engineering & Management

Teresa has more than fifteen years experience in engineering and management. She has a strong record of achievement influencing the supply chain to reduce costs and improve lead times to meet customer needs. This was critical to her success as a Product Manager where she improved product margins as much as 25% by reducing direct material costs by 40%-50%. This was also key to her work as a Business Development Manager where she led global, cross functional teams to develop new products. Identifying suppliers that could meet product cost, quality and lead time targets was essential to launching new products that generated organic growth for the company. She has experience developing business processes and implementing business systems to increase productivity. She earned a BA in Physics from SUNY Geneseo and a BS in Engineering and Management from Clarkson University. She also holds a Masters Degree in Education and is passionate about creating delivering engaging training.

Specialties:

  • Direct Materials (fluid handling, pump, controls)
  • Product Marketing
  • New Product Development
  • Corporate Training
  • Education (New York State Certified – Physics, Students with Disabilities, Childhood)
Jay W. Politi – Global Executive, Supply Chain, Finance, Sales and Marketing Professional

Jay W. Politi is an executive with over 25 years of experience in management with a focus in sales, marketing and finance, supply chain and retail, and manufacturing and financial services organizations. His experience is extremely valuable and sought after in many sectors today. Mr. Politi is the CEO of VIPCO Advisors Corp., a global Master Corporate Sales Consultancy firm providing Individuals, Small and Medium Sized Businesses and Large Corporations guidance in Supply Chain Efficiency, Procurement Analysis, Finance, Commercial Lending, Insurance, and Social and Mobile Media Marketing. A Global Sales, Marketing and Distribution Executive he continuously works on System Analysis with a focus on Execution for Bottom Line Improvement.

As an entrepreneur Mr. Politi launched his first venture in 1986 while still attending college. Opening the first Olympia Gym with limited funding. He grew that operation into 5 locations and thousands of members. This introduction to account receivables and monthly renewals would become a lifelong passion. Always at the forefront of innovation, Olympia Gym became the first independent fitness center to employ electronic funds transfer technology for collection of membership fees in their sector of small fitness centers.

In the late 1990’s Mr. Politi began a career in the automotive aftermarket industry and then opening 3 retail automotive repair and accessory stores. The custom wheel component was spun off into an import and distribution company. As President of the Great American Wheel Company, Mr. Politi oversaw procurement of custom wheels from manufacturers in China and Europe for distribution in the U.S. He grew the total distribution to over 5,000 retail locations domestically.

In the mid-2000s Mr. Politi returned to his passion with financial services. He received one of the fastest promotions to Unit Manager where in only 90 days created the largest unit in company history. When promoted again to Regional Branch Manager in the Mid-Western U.S. he launched a scratch operation that grew to over 175 agents and upon his next promotion was divided into 3 separate operations due to its size and production. He was then promoted to Senior Vice President and Corporate Officer. As Senior Vice President for Liberty National Life and United American Insurance companies, he supervised 5 Field Vice Presidents, 16 Regional V.P.s and oversaw daily operation of the field force which grew from 1281 agents to nearly 10,000 agents & 500 managers in more than 250 offices nationwide (both companies total). Revenue grew from a low of $250K Annual Production sales per week to over $2 Million per week in less than 18 months.

Mr. Politi created sales activity models used by agents and salespeople nationwide as well as structured promotion programs and compensation plans that induced employees to strive for promotion to the next level. His systems and teams created over $26 Million in additional revenue YOY.

He was instrumental in the development of structured high volume recruiting programs and has managed branch, channel, and brand expansion programs. He drove company to a record level of producers while having profit and loss responsibility on annual budgets with over $400 Million in revenue. Mr. Politi has done over 10,000 public presentations. And he attended the Harvard Business School where he was selected as 1 of 136 students selected from over 500 global Applicants for the prestigious Program for Leadership Development. He graduated in 2009 from the Executive MBA level program while simultaneously conducting his duties as Senior Vice President of Liberty National Life.

Today, Mr. Politi’s company, VIPCO Advisors, serves advisors domestically and abroad by supplying them with a Best in Class advisory platform. The platform gives Advisors the ability to tap into resources that their clients want and need. Advisors utilizing the VIPCO system are able to provide clients with cost savings, marketing and financial services all from one platform. This increases revenues, profitability and sustainability in an ever changing financial landscape.

Specialties: Sales, Marketing, System Analysis, Accountability System Implementation, high volume recruiting, training systems, change management. Franklin Covey 4 Disciplines of Execution Certified, Leadership Development to Results Based Activity, linking Thought and or Strategy to Execution, International Leadership Association (ILA) Member and National Ethics Association member.

Ravindran VC – Business Architect, Strategic Marketing, Enterprise/Public Procurement Expert

Mr. Ravindran VC is a core business management functionary with more than ten years of experience with IT systems and business transformation in Procurement and Information Technology Domain space.

Mr. Ravindran has extensive experience with new service vertical incubation, often conducting the first sales, training, sales teams and implements standard operating procedures that in turn govern cross functional sales, technical team interactions and also works its way towards setting organizational targets, key performance indicators among the executing teams.

Mr. Ravindran has successfully introduced an Online Procurement solutions and best practices too many state and central and international government bodies apart from that of India and has management experience of handling procurement stakes running more than $2 billion.

His technical knowledge on software development, coupled with the project management expertise, has included overseeing several software development projects from beginning through the deployment stage.

Mr. Ravindran is adept in several processes associated with software development and different technology landscapes, frameworks. He has served as domain experts, solution architect in different software products apart from Procurement solutions, auction engine, knowledge management products, business process management products and middleware applications.

He has delivered software solutions to Banking, Financial Services and Insurance domain customers, has experience working with Telecommunication, Oil & Gas, Power, State governance and Public sector companies.

He has served as the key accounts manager among multiple company alliances often being the main driver to escalate results.  Having had direct business development and growth experience, implementing strategies that boosted company growth to 2x-10x times, he serves as Strategic Marketing and Business Consultant to several IT companies in Indian markets.  He also mentors several startups, offers free business and marketing consulting to these start-ups in his spare time.

He is a qualified engineer in the Electrical and Electronics domain, having started a career in Information Technology, later acquiring a Diploma in Client Server Technology, as well as a Certified Project Manager from the prestigious Indian Institute of Technology, Mumbai.

Professional Competencies

  • Strategic Marketing
    • Content Marketing
    • E-Mail Marketing
    • Social Media, Search Engine Marketing
    • Network Marketing
    • IT enabled Sales
    • Integrated Marketing
    • B2b Hyper Local Marketing
  • Software Development
    • Solution Architecture
    • Enterprise Integration
    • Project/Delivery Management
    • Product Development
    • Traceability Matrix and Knowledge Bank Management
  • Knowledge Management
    • Documentation, Record Keeping processes
    • Template designs and updates
    • Knowledge retention protocols
  • Public/Enterprise Procurement
    • Best practices, world bank norms, UN norms on procurement
    • Tenders, Auctions (Forward and Reverse)
    • Supplier Relations Management
    • Delivery Management
    • Cargo Shipping and Logistics Management
    • Sales Operations and Process Management

Positions
Some of the positions Mr. Ravindran has had are as follows:

  • Vice President, IT, 3Alpha Outsourcing Services
  • Business Head, Radixweb
  • Non-Executive Director Whitepaper Infosoft Private Limited
  • Project Management Consultant/Subject Matter Expert with eProcurement Technologies Limited

Major Accomplishments | Global Organizations
Mr. Ravindran has accomplished many things for many organizations over the years.  Some of these areas include:

Supplier Tiger, India

  • Defined the service verticals, drove systemic and functional changes across the organization, resulting in the successful conversion of prospects to customers.
  • The operations became self-sustained and profitable in less than 3 months, with a sales closure of Rs. 3.5 Cr (US $ 0.6 Million) with only 5 customers.

Commerce Dot Com, Malaysia

  • Designed and implemented the channel partner KPI segments, directly affecting the output.
  • Changed and articulated the channel partnership agreement into performance bound agreement structure allowing company representatives to be widened via further business channels.

PPRA, Tanzania

  • PPRA - Public Procurement Regulatory Authority of Tanzania was inducted in to the procurement solutions rollout methods, organizational change management practices, risks, issue mitigation methods on the basis of experience in gained in rolling out online procurement to Indian, Bangladesh and Malaysia government departments.

eCAT, Ireland as Sr. Consultant                     

  • Developed the solution architecture and handled the development of a dynamic business process management product focused on taking organizations in to the domain of paperless auditing. The product is workflow driven, can integrate with multiple legacy systems.
  • The net contract value is more than US $ 500,000, phase I was rolled out within the first 3 months of contracting among multiple industries.

Krickets World, Canada

  • Took a brick and mortar based clothing retails to totally online ecommerce platform. Solution was launched within a month of order issuance as a direct result of adopting commercial off-the-shelf solutions.
  • EoY sales via online solution implemented was reported to have cross US $2 Million (approximately), all online marketing strategies and coordination to manage on technical front were handled by Ravindran's team, associates with him being on the forefront of the communications.

ICICI Market Place, Mumbai

  • A comprehensive solution starting from store front to order booking, payment gateway, supplier relations, product stock & inventory management, supplier delivery tracking, performance management, customer delivery tracking, feedback management was designed and integration to purchase process application was planned out, architecture developed.

Bayer Crop Science, Mumbai

  • Designed several key to process systemic solutions that resulted in total business transformation on adoption.
  • A total of 6 solution proposition was done and all of them were accepted triggering order surplus.
  • Solution architecting was completed in 6 weeks span against set target of 6 months.

Government of Gujarat

  • Successful adoption resulted in release of Government Resolution for rolling out eProcurement statewide.
  • Credited with bringing in successful closure with over 90% of Pilot events across departments.

Bank of Baroda, Mumbai

  • Acquired a distinction of conducting India’s first Reverse Auction in a Nationalized Bank with a procurement stakes of more than US $100 Million.
  • Resultant value of contract was found to be 55% lower than previous year contract from same vendor for same technical specifications and quality parameters.

Indian Oil Corporation, Mumbai

  • Conducted a limited reverse auction with stakes worth more than US $120 Million among global supplier base by selecting, shortlisting, training the buyer and vendor groups respectively.
  • IoC reported procurement savings by a margin of 70% from static bidding.

Awards | Certifications | Development
Mr. Ravindran has following certifications, awards, and continued development.  Some of these are:

  • IT Project Management from Indian Institute of Technology, Mumbai.
  • Diploma Client Server Technology from Small Industries Service Institute, Madurai.
Raj R – Innovative and result driven executive with experience and success developing, implementing and delivering competitive strategies to build brand, revenue and performance in competitive markets.

Career Highlights

Mr. Raj has successfully developed teams and markets all over the globe.  Some of these areas of responsibilities have been:

  • Overseeing sales of all regional, local conferences, professional training, and sponsorship product lines in various markets such as Ghana, South Africa, Kenya, UAE, Philippines and Singapore.
  • Responsibility for maintaining and exceeding corporate sales volume target.
  • Involvement in selling and closing business with vendors/ solution. 
  • Responsible for overall sales operation, recruitment and training of sales teams, and implementation of business and sales processes.
  • Energetically delivering Sales training on Prospecting, Presenting skills & Motivation.
  • Competently creation and management of tailor made training calendar to overcome theses sales gaps.

Throughout Mr. Raj’s career, he has successfully led sales operations, such as:

  • Led, managed, selected and trained sales representative in sales techniques and product’s knowledge while monitoring and appraising individual performance against set target and objective.
  • Successfully set up and launched the Middle East sales office in 2004.
  • Successfully set up and launched the Pakistan sales office in 2006.
  • Successfully set up and launched the Philippines sales office in 2011.

Focuses

  • Sales Negotiation.
  • Direct and Channel Sales.
  • Strategic Planning & Implementation.
  • Sales Team Recruitment, Training & Management.
  • New Business Development.

Summary

Mr. Raj is a global, proven, results oriented team builder, business developer, and market driver.  Some of the areas of Mr. Raj can be summed up with:

  • Versatile business executive with broad competencies and notable accomplishments in sales, operations and project management.
  • Specialized skills in B2B sales to diverse industry clients worldwide.
  • Comfortable in a multi-disciplinary role developing innovative and practical solutions to diverse business problems, building strategic business relationships, developing business infrastructure and facilitating strategic planning.
  • Industry experience comes from both production lines and corporate level impact.

Education

M. Raj holds a degree in Electromechanical Engineering from the Federal Institute of Technology.

Warren Rutherford – Executive Coaching, Leadership Development, Business Plans

When Warren started work as a Planner in 1978 on his company’s operations plan he immediately began asking his co-workers and other senior managers what they wanted to accomplish, why, with what resources, and for what purpose.  That approach led to a 400% performance increase in his first year with the company.

As Warren moved into chief administrative and executive officer positions for several different municipal organizations he continued to ask his direct reports and co-workers these questions – all with a purpose of helping create dynamic, changing, and performance-focused organizations.  And positive results continued.

Warren intuitively understands individual and organizational behavior, the practical elements of employee motivation, how to create effective and long-lasting workforce alignment, and the importance of measuring for results.  He uses this knowledge to help business owners and their key reports to become better leaders and managers.

As an Executive and Leadership Coach Warren will work 1:1 or in small group settings with executives to help them understand how their own talents, drivers, and behaviors propel them to higher levels of success – and then coaches them to develop a process whereby they can use this information and knowledge to increase the performance and productivity of their workforce.  He’s developed a knowledge-based leader as coach training program to assist executives to manage and lead with better results.

Warren is a Master Mentor and certified in the use of the DISC Index, Values Index, and Attributes Index. He’s a certified One Page Business Plan Consultant, and serves as the Director of Coaching Programs for Innermetrix, Inc.  Warren is a graduate of UMass-Amherst with a Bachelor’s degree in Political Science and Northeastern University with a Master’s degree in Public Administration, concentrating in public organization and management.  He’s an Accredited Associate of the Institute for Independent Business International and a member of Rotary International (past President of his local Club).

Warren is the Owner and President of Rutherford Advisors, Inc. DBA The Executive Suite in Hyannis, MA USA. He works with clients locally, regionally, and across the globe.

Two quotes describe Warren best:  “Always seek the wider implications of your thoughts and actions,” and “The difficulty of the effort never justifies its dismissal.”

Pallavi Sharma – Seasoned Technology and Business Professional, Project Manager, Marketing Consultant, Information Technology Industry, Stakeholder Management Guru, and Effective Change Manager.

Ms. Pallavi Sharma is an accomplished business professional with close to 10 years of experience, highly skilled in technology consulting and implementation and specializes in strategic project execution and management challenges. In her various roles, she has led high impact transformational projects for her clients, managing global teams responsible for significant bottom line impact.

Throughout Ms. Sharma’s career, she has successfully re-engineered methodologies and procedures, developing effective performance objectives and implementing new strategies that lead to successful results. Her inclusive leadership style promotes team alignment with the organization’s strategic objectives and results in customer-focused teams. She is also an experienced marketing leader capable of launching campaigns and programs to increase RoI and result in increasing sales pipeline and building successful customer-centric relationships.

Pallavi holds an MBA in Marketing and Strategy from Indian School of Business and a Bachelor of Engineering Degree in Chemical Engineering from the Birla Institute of Technology and Science, India. She has been an active member of various corporate social initiatives throughout her career and continues to look for opportunities to contribute in a meaningful way.

Professional Competencies

  • Technology
    • Project Delivery
    • Project Management
    • Reporting and MIS
    • Stakeholder Management
  • Strategic Business Planning
    • Business Forecasting and Planning
    • Business Excellence Initiatives
    • Change Management
    • Business Reporting
  • Marketing
    • Market Research
    • Database Marketing
      • A/B Testing
    • Alliance Management
    • Account Based Marketing
    • Lead Generation
    • Email/Social Media Campaigns
    • Tradeshows, Events, Conferences, Webinars
    • Collateral Design
      • Flyers, Brochures, Case Study, White Paper, Client Testimonials
  • Brand Management
  • Presales
  • Go-to-Market Strategy
  • Cross Tab Analysis
  • User Survey Design and Analysis
  • Consumer Marketing Analysis
  • Customer Profiling & Segmentation
  • Balanced Score Card Design and Tracking
  • Quality Assurance Implementation
  • SWOT Analysis
  • Competitor Analysis
  • Stakeholder Mapping

Positions | Titles
Some of the prestigious positions Ms. Sharma has had are as follows:

  • Chief Strategy Manager, CEO’s Office, State Street Syntel Services
  • Global Marketing Manager, Corporate Marketing & Research, Trianz Holdings
  • Project Lead, Software Delivery, Tata Consultancy Services Ltd.

Major Accomplishments | Global Organizations
Ms. Sharma has accomplished many things for organizations.  Over Ms. Sharma’s entire tenure she has managed to save $1,000,000 for her clients from both technology & process integration and operational efficiencies.

Some of Ms. Sharma’s many accomplishments include:
Tata Consultancy Services Ltd.

  • Improved on time delivery by 40% for a financial services client by introducing a structured approach to quality process execution and creation of a centralized repository for test case management thereby enhancing the bottom line by $500,000.
  • Achieved a timely roll out of a global order management application for a key manufacturing client, resulting in savings of $450,000.
  • Developed strategies for error free and efficient software testing for six important clients leading to 20-30% reduction in testing time.
  • Reviewed and recommended automation tools to a leading stock exchange in India to help improve their quality control processes, resulting in cost savings of 7% of the total project costs.

State Street Syntel Services Pvt. Ltd.

  • Led a business excellence project for benchmarking of core processes like Transaction Management, Fund Accounting and Reconciliation resulting in productivity gains and load balancing across operation tracks.
  • Worked with sales/business leaders to set expectations and drive consensus for corporate initiatives and successfully delivered the projects within the timeline.
  • Formulated robust Go-to-Market strategy through “partnerships and alliances” especially in the area of platform support for capital markets.
  • Developed innovative MIS reporting to track operational and financial health and led research projects providing comprehensive insights for management decision making.

Trianz Holdings Pvt. Ltd.

  • Worked closely with business/sales leaders to design and execute account based campaigns to increase the penetration of strategic accounts – SWOT Analysis, Stakeholder Mapping.
  • Led Presales team responsible for proposals, competitive analysis, and heat maps.
  • Conceptualized and led targeted lead generation programs aligning strategic service offerings to the clients’ business needs resulting in a 10% increase in sales pipeline.
  • Alliance management with Gartner to strategically position service offerings and products in the marketplace.

Awards | Recognition
Ms. Sharma has received many awards.  Some of these are:

  • Handpicked by TCS senior management to manage a geographically distributed, culturally diverse team of a critical project facilitating global order management for a key manufacturing client.
  • Awarded the star employee award by TCS for outstanding performance in delivering zero defect application before time for a project in crisis.
  • Recognized by the Syntel senior management for valuable contribution towards S’Prayas activities, the corporate social initiative of the organization.
Greg Sipla – Global Professional, Strategic Planning, Strategy Development and Execution, Mergers & Acquisitions, Profit Growth and Value Creation

Accomplished Senior Corporate Strategy Global Professional

Business leader that drives sustainable revenue growth and profitability through business planning and analytics that: identify markets, products, process improvements and mergers & acquisitions (M&A) opportunities. Progressive leadership assignments with top companies in diverse industries including Consumer Product Goods (CPG), Packaging, Medical Products, and Management Consulting. Reported directly to or worked closely with the CEO of four Fortune 1000 companies.  Early engineering career set the foundation for significant ability to create and improve processes. MBA, MA International Affairs and BS Industrial Engineering.

Achieved Business Results

  • Balanced Scorecards
  • Financial Analysis
  • Focused Team Execution
  • Lean Six Sigma
  • Mergers & Acquisitions
  • New Products & Markets
  • Operations Improvement
  • Strategy Formulation
  • Turnarounds

Strategy & Business Results

  • Partnered with CEO, 3 Strategic Business Unit (SBU) Presidents and Board of a global packaging company to lead strategic direction and growth opportunities through a newly implemented strategic planning process. Grew business $100 million through a combination of organic and acquisitive growth, igniting a share price increase of over 50%. On track to double the size of the business within the next 5 years.
  • Shifted the resources and product strategy from a commoditized approach to a branded, strategic partnership business model that designed packaging to protect merchandise that is fragile, temperature sensitive or requires security. Identified markets include pharmaceuticals, consumer products, medical devices and equipment, electronics and automotive OEM with projected revenue increase of 50% at above average margin.
  • Lead global strategic planning process that focused on Strategic & Profitable Growth, Marketing Glass, Innovation & Technology and Operational Excellence which contributed to a packaging manufacturing company achieving 14% margin, which was above average to the competitive peer group and cash flow of $350 million in challenging economic environment in 2009. On track to deliver $2.5 billion in profitable top-line revenue during the 3-year strategic plan.
  • Changed focus from a commoditized business model to a branded approach that increased funding for Marketing and Research & Development, resulting in the development of numerous product innovations including the Vortex bottle for Miller Brewing, a black bottle for Coca-Cola and strong, lightweight glass bottles that promote green initiatives and lower supply chain costs.
  • Led development of strategic plan to transform company from durable storage products to consumable beauty product business to establish steady revenue streams and greater repeat purchases which resulted in high single digit sales growth and high double digit profit growth after a history of stagnant sales.  Shifted marketing and headcount which led to beauty revenue increasing from 36% to 50% of the total business in a three year timeframe.
  • Directed turnaround for German business unit which reversed profit declines to double-digit profit increases. Annual profitability improved by $10 million within 2 years and continues to increase.
  • Heavy focus on continuous improvement, best practices, lean methodologies in all areas including automated system approach. Policies and procedures were continuously reviewed to quantify results and ensure quality of overall financial information.
  • Crafted and led the following transformations: New product colors and designs; Improved product functionality (microwave, freezer); Advertising shift to celebrity chefs and social media; Distributor consolidation; Upgrade of sales force through pay and incentive improvements; Organizational redesign that attracted and rewarded specific skills while reducing staff.
  • Doubled sales within 5 years ($3 billion to $6 billion), improved financial performance and increased EPS 15-20% per year through organic and acquisition growth, effective resource allocation and clear communication of financial objectives. Expanded business to Russia and Czech Republic by replacing key distributor and attracting high end distribution channels.

Mergers & Acquisitions

  • Led global Mergers & Acquisitions function which included developing a target company pipeline that initially scanned over 100 companies and identified 20 key strategic acquisition candidates to proactively pursue.
  • Led $70 million post-merger integration effort which is on-track to deliver multi-millions in incremental revenue and over $11 million in cost synergies. Developed robust integration process with separate work stream teams for Sales, Operations, Financial Reporting, IT and Human Resources. Delivered this project without adding internal or external resources, achieving cost savings that exceeded target by $1.2 million.
  • Led global Mergers & Acquisitions function which included developing a robust target company pipeline, implementing a framework for strategic prioritization, candidate selection, valuation, due diligence and post-merger integration. Developed a standardized method to run a complex international acquisition process. 
  • New process has led to successfully completing 3 acquisitions in China, Malaysia, Vietnam, Thailand, Argentina and Brazil totaling $1 billion.  Companies included Companhia Industrial de Vidros (CIV), Malaya Glass and Cristalerias Rosario.
  • Led Mergers & Acquisitions, divestitures as well as post-merger integration activities in the United States, United Kingdom, Canada and Australia. Involvement in 10 successful deals ranging from $5 million to $1.4 billion including the acquisition of Robert Mondavi, Vincor, BRL Hardy and the divesture of Strathmore Water.

Operations Improvement

  • Partnered with Regional Presidents to successfully achieve aggressive goals in sustainability, technology innovation, cost improvement and operational excellence.
  • Led Balanced Scorecard initiative using strategy maps and Lean Six Sigma that effectively aligned the disciplines of strategy, operational execution and business drivers.  Tied performance to annual incentive plan.
  • Introduced a new IP direction that limited leasing of technology to leading manufacturers who filled gaps in geography and customer base that extended impact within the industry and set up M&A possibilities. Negotiated multiple technology innovation agreements.
President Sourcing & Global Development – Global Sourcing, International Procurement, Negotiations, & Sourcing

Almost $5 Billion sourced around the globe in many different countries, several industries, and many products and services from conceptualization to realization.  More than 30 years of operations and sourcing business experience in international organizations.

Important Sourcing Knowledge and Understanding

  • Compliance
    • Source Factory (compliant to international standards)
    • Audits
      • 3rd party audits (following child labor laws)
    • ISO
    • Exported to the country before
  • Cost analysis
    • Manufacturing to end user
    • Product specifications
  • Liability of direct sourcing
  • Risk management
  • Supply chain disruption
  • Customs

Above the Standard Procurement Group®  has three decades of global experience in sourcing.  Some of the hundreds of areas include:

  • Food
    • Grocery Food Products
    • Pet Food and Pet Supplies
      • Animal Pharmaceuticals
    • Produce
    • Meat
    • Dairy
    • Fish
  • Tires
    • Cargo Tires
    • Heavy Equipment Tires
    • All Classes of Off Road Vehicles
    • Automobiles
  • Electronics
  • Lumber
  • Health and Beauty Care
  • Cell Phone Technologies
  • Chemicals
  • Vehicles
  • Motorcycles
  • Wine
  • Clothing
  • Accessories
  • Solar Panels
  • Medical Equipment and Supplies
  • Cosmetics
  • Household Products
  • Technology
    • Computers
    • Tablets
    • PC Peripherals
  • Office Equipment
  • Jewelry
  • Gold
  • Diamonds

 

We have more than three decades of sourcing experience, around the globe, for our clients in such places as:

  • Argentina
  • Brazil
  • Canada
  • Chile
  • China
  • Colombia
  • Dubai
  • Ecuador
  • Egypt
  • France
  • Germany
  • Greece
  • Hong Kong
  • India
  • Italy
  • Kuwait
  • Mexico
  • Morocco
  • Peru
  • Philippines
  • Poland
  • Saudi Arabia
  • South Africa
  • Spain
  • Sri Lanka
  • Taiwan
  • Thailand
  • Trinidad
  • Turkey
  • Uruguay
  • Vietnam
Robert Urillo – Global Professional and Executive, Strategic Planner, Operations Expert, Sourcing Guru, Global Contracts Professional, Print Industry, Renown Negotiator, and Effective and Sustainable Change Manager.

Mr. Robert Urillo is an accomplished senior executive with more than 25 years of experience, highly skilled in strategic planning and execution and expertise in strategic sourcing and transformational leadership challenges. As Vice President, Operations at the New York Times Company, he led an organization with over eight hundred employees and was responsible for national, multi-site production and delivery services with revenues and operating budgets that exceeded $200 million.

Throughout Mr. Urillo’s career, he successfully re-engineered operations and procedures, developing effective performance objectives and implementing new strategies that lead to successful results. His transparent leadership style promotes organizational alignment and customer-focused teams. He is also an experienced strategic sales leader capable of increasing market share, advertising and commercial printing revenues and building successful customer-centric relationships.

Mr. Urillo is highly regarded by industry professionals as a thought leader and innovation specialist. His keen ability to develop clear and sustainable financial plans and secure new revenue sources differentiates him from others and enables him to deliver phenomenal results, sustainable business growth and aggressive launches of industry-leading products, services and technologies.

Bob holds a Bachelor of Science Degree in Production Management from the Rochester Institute of Technology. He is also very active in community based initiatives and has served on many advisory boards and local economic development leadership teams.

Professional Competencies

  • Strategic Planning
    • Process Innovation
    • Project / Change Management
  • Negotiation
    • Contract
    • Global Partnership Development
    • Best Value Creation (Cost Reduction)
    • Strategic Sourcing & Procurement
    • Vendor Relations
  • Training
    • Contracts
    • Negotiations
    • Management Style and Leadership
      • How People Lead, Manage, and Work
    • Manufacturing Efficiencies
    • Reorganizations
  • Leadership Development
    • Executive Coaching
    • Human Capital and Strategy Development
    • Labor Relations
    • Performance Management
  • Operations
    • Lean Manufacturing
    • Load & Demand Management
    • Material Handling Management
    • Process Innovation
    • Inventory Management
    • Project Management
    • Integrated Supply Chain Management
  • Brand Management
  • Business Cycle Analysis
  • COGS Analysis
  • Commercial Print Design & Strategy
  • Compliance Management
  • Consumer Marketing Analysis
  • CRM Development
  • Customer Order Fulfillment
  • Customer Profiling & Segmentation
  • Diversity Supplier Development
  • Financial Modeling
  • Fleet Management
  • Global Logistics
  • KPI Evaluation
  • Logistics\Distribution
  • Packaging Design & Execution
  • Press Operations & Engineering
  • Quality Assurance Implementation
  • Route Optimization
  • Sales Prospect Development
  • Stakeholder Analysis

Positions | Titles
Some of the prestigious positions Mr. Urillo has had are as follows:

  • Vice President, Operations, New York Times
  • Director, Production Technologies, New York Times
  • President, The Step Saver, Incorporated
  • Vice President Sales & Marketing, The Step Saver, Incorporated
  • Regional Sales Manager, Goss Graphic Systems

Major Accomplishments | Global Organizations
Mr. Urillo has accomplished many things for organizations.  Over Mr. Urillo’s entire tenure he was responsible for over $200M in savings from both procurement and operational efficiencies. He has also been able to increase sales by over 40% for the companies he represented.
Some of Mr. Urillo’s many specific accomplishments include:

The New York Times

  •  Implemented new commercial printing sales organization including commission plans and strategies that increase sales by over 35% in 2 years.
  • Negotiated all capital projects, contracts, equipment, consumables and printing contracts for all consolidations.
  • Consolidated production facilities both within the group and with external business partners that resulted in $2.9M in savings and $3.5M in revenue.
  • Developed strategic partnership with Dow Jones – The Wall Street Journal that led to $2.5M in revenue.
  • Restructured the production and supply chain operations resulting in an 8% reduction of overall expenses.
  • Implemented effective approaches that maintained quality levels and improved productivity throughout the organization.
  • Successfully passed all internal and external SOX, ABC and PCI audits and all facilities met internal insurance audits and regulations.
  • Implemented continuous improvement programs throughout the production organization.

Production Technologies

  • Analyzed, negotiated and contracted fully leveraged, complex multi-year agreements that resulted in $30M in savings.
  • Implemented testing of new technology to help enhance, streamline and standardize the production processes as well as the equipment and reporting across the company.
  • Played lead role in designing the Production Optimization Council, created to determine key vendor reduction strategies and implementation plans across business units, resulting in a 25% reduction in consumable vendors.

The Step Saver, Incorporated

  • Negotiated sale of company for former owners and managed the post-sale transition process as well as the responsibility for all budget preparation and management.
  • Expanded circulation of publication and launched new editions while also redesigning the entire publication using market research, customer and reader feedback and employee ideas resulting in $90K in revenues.
  • Improved the profitability of the company by controlling expenses with the implementation of a budget system – this improved accountability and allowed for more detailed and timely fiscal reporting.
  • Increased commercial printing revenues by 15%.

Awards | Certifications | Development
Mr. Urillo has many certifications, awards, and continued development.  Some of these are:

  • Center for Creative Leadership - The Looking Glass Experience (2003)
  • Harvard University - The Program on Negotiation for Senior Executives (2002)
  • Franklin Covey Management Institute - Time Management (2001)
  • University of Southern California - Times Mirror Executive Leadership Institute (1997)

Mr. Urillo is the Winner of numerous Quality Awards.

 

Gabor Varadi – Global Operations Expert, Outsourcing and Shared Services Specialist, Transitions Professional, Leadership Developer, Effective and Sustainable Change Manager

Mr. Gabor Varadi is an accomplished senior manager with more than 10 years of experience, highly skilled in operations management in Outsourcing and Shared Services. In his leadership positions, he led teams with over more than one-hundred fifty employees and was responsible for multi-site delivery services.

Throughout Mr. Varadi’s career, he successfully re-engineered operations and procedures, developing effective performance objectives and implementing new strategies that lead to successful results. His transparent leadership style promotes organizational alignment and customer-focused teams.

Mr. Varadi is highly regarded by industry professionals as a continuous development leader and efficiency specialist. His keen ability to develop fair and partnering stakeholder relations, his dedication to achieving the most challenging targets differentiates him from others and enables him to deliver surprising positive results, sustainable business growth and implement complex and difficult changes in services and technologies.

Mr. Varadi holds a Legal Master’s Degree in Hungary – explaining his enthusiasm for well-defined and controlled processes. He is also utilizing his skills in in community based art initiatives: he created the Budapest Independent Filmmakers group.

Professional Competencies

  • Strategic Planning
    • Process Innovation
    • Project / Change Management
  • Negotiation
    • Client Partnership Development
    • Best Value Creation (Cost Reduction)
    • Strategic Sourcing
  • Training
    • Employee Feedback and Negotiations
    • Time Management
    • Process Efficiencies
    • Reorganizations
  • Leadership Development
    • Coaching and Mentoring of Junior Leaders
    • Human Capital and Strategy Development
    • Labor Relations
    • Performance Management
  • Operations
    • Process Innovation
    • Project Management
    • Workload Management
    • Escalation Management
    • Client Relationship Management
  • Employer Branding
  • Compliance Management
  • KPI Evaluation
  • SLA Baselining
  • Quality Assurance
  • Stakeholder Analysis

Positions | Titles
Some of the prestigious positions Mr. Varadi has had are as follows:

  • HR SSC Operations Manager, Budapest, Diageo
  • IT Helpdesk Operations Manager, Budapest, CPL IS – HP Engagement
  • BPO/KPO Operations Manager, Market Research and Analytics, Budapest, TCS – Nielsen Engagement
  • Public Administration Consultant, Budapest, The Mayor’s Office

Major Accomplishments | Global Organizations
Mr. Varadi’s specific accomplishments include:

Diageo

  • Suggested and implemented a parallel run phase with monitoring and control into the Knowledge Transfer of the European HR SSC, gaining client and trainee confidence contributing to a successful handover experience
  • Introduced Best Practice Knowledge Database in Transition Process
  • Mapped out hidden workload and stress factors by introducing Overtime Tracking and Approval processes
  • Implemented Attrition Risk Tracking and linked it to Recruitment for early warning and candidate pipelining
  • Prevented employee shortage by setting up the yearly Holiday planning process
  • Created multi-site Business Continuity Framework for the HR SSC
  • Team Leader task-portfolio clean up for a better time management

CPL Integrated Services

  • Participated in the Corporate Pre-Sales Program creating a sales lead to a Hungarian SSC
  • Lead successful Delivery Get-Well Projects for demanding Key Accounts meeting SLAs described earlier as ‘impossible’
  • Coordinated LEAN process reviews on key accounts
  • Reviewed all accounts for cost savings
  • Rationalized Holiday Travel costs by 90% on 600 employees
  • Took responsibility for developing and going live with two Junior Managers

Tata Consultancy Services

  • Participated in Pre-Sales negotiations with the initiative of presenting examples from operational experiences to prospect clients
  • In a coordinated effort with HR reduced the yearly attrition from 49% to 18%
  • Initiated Recruitment Process Review for better employee retention
  • Drove a BPO SLA Get-Well project to full client satisfaction and green SLAs
  • Executed different Transitions in- and out of the organization
  • Developed Junior Team Leaders and created Team Leader pipeline

Awards | Certifications | Development
Mr. Varadi’s certifications as of now:

  • Project Management Institute – Certified Associate for Project Management (2011)
  • Blanchard Certified – Blanchard Certified Manager (2013)

Mr. Varadi’s Awards:

  • Close to Client Award, from The Nielsen Company, 2012
  • Service & Commitment Award, Tata Consultancy Services, 2011

Mr. Varadi’s is trained in:

  • ISO 9001 Internal Auditing, 2005
  • Information Security Coordination, 2008
Steve Wilcox – Strategic Planner, Process Performance Diagnostics and Optimization, Productivity and Profit Improvement, Six Sigma Implementer, Quality Management, Management Accounting and Financial Report Fact Gathering, HR Services Analysis, Insurance Analysis, and Business Life Cycle

Throughout Mr. Wilcox’s career, He has shown to be a proactive, due diligence, quality oriented strategic problem solver who envisions smart solutions. Mr. Wilcox’s technology improvement strategies to senior management has resulted in profit increase and improved efficiencies.  His administered full scope of accounting activities, including cash flow, reporting, internal controls, and change initiatives have revolutionized core business processes for greater growth.

One of Mr. Wilcox’s recommendations to an organization in their operating procedures for conducting audits and inspections resulted in best in practice procedures, rapid growth, and an increased public visibility of ethics and the future prevention of conflicts of interest.

Mr. Wilcox’s history of improving relations between management and staff in many small to large organizations has brought about new levels of compliance, foundational ethics and communications, resulting in sustainable profitable businesses.

Expert Experience-Auditing
More than thirty years comprehensive training, knowledge, and experience with commercial property and casualty insurance compliance auditing and loss control, including workman’s compensation, general liability, and automobile policies.  Some of Mr. Wilcox’s audit experience includes:

  • Strong understanding of sales and use tax reporting
  • Pre-implementation audits to determine development of planned work 
  • Operations Upgrade Evaluation
  • Internal audit concepts and standards
  • Financial data analysis resulting in customized client solutions
  • Ability to compute and compile data and generate reports
  • Payroll records, tax records, and other insurance-related documents audit
  • Insure consistency in audit programs by following audit guidelines and procedures
  • Audit techniques, ISO standards and other audit standards practice
  • Determined and developed premium bases and classifications
  • Audit of commercial lines adjustable policies
  • Posting, documents, and figures analysis for proper code and mathematical correctness
  • General ledger understanding, interpretation, and application
  • Continuous communication and working relationships with CPA firms in the completion of audits for insurance companies

Expert Experience-Payroll

  • In depth knowledge of payroll records, benefits, taxation, payroll verification and labor laws and regulations
  • Proficient with ADP, Paychex, and Ceridien payroll providers
  • Researched and resolve of payroll issues, monthly tax, and wage reports [Employee tax]
  • Ability to adapt to change, analyze, and make decisions using management decision trees in a competent and timely manner

Expert Experience-Insurance

  • Working with Property and Casualty Insurance policies in conjunction with performing compliance audits for 30 years for small to medium sized commercial businesses
  • Well versed in insurance risk control, rating plans, expense constants, manuals of rules, classifications, limits of liability, deductibles and endorsements
  • Insurance loss control and inspections
  • Underwriting theory and Business Life Cycle
  • Continuous and constant communication with insurance agents, brokers and underwriters for the confirmation and compilation of accurate and timely audits

Expert Experience-Accounting

  • Budget report and financial report preparation, compilation and fact gathering
  • Balance sheet fact gathering, research and recommendations, and Cost Benefit Analysis
  • General ledger theory and practice and Income statement analysis and understanding
  • Commercial, Higher Education, and Governmental accounting
  • Cash Management and Fixed Assets Accounting
  • Accrual knowledge and analysis and Accounting for management theory and practice
  • International accounting, Real World Accounting Software, and Great Plains Accounting Software             

Expert Experience-Six Sigma

  • Data Collection and Database
  • Defining critical factors and root cause analysis
  • Maximizing the power of interaction and Process and performance diagnostics
  • Product Bench-marketing and Statistical Process Control
  • Product Development Cycle Time
  • Robust Design and Sources of variation and defects
  • Reliability and capability
  • Inspection and complexity
  • Breakthrough strategy
  • Learning curves and Decision trees
  • Standardize and integrate
  • Correlation Coefficient
  • Project Selection Process
  • Optimization of core processes
  • Impact of variation on cost
  • Control Chart Interpretation
  • Process Statistics
  • Nature of variables
  • Leverage principle
  • Process mapping
  • Standard deviation
  • Hypotheses testing
  • Comparing value systems
  • Behaviors and values
  • Customer focus
  • Maximizing customer-supplier relationship
  • Measurement of variation and quality
  • Understanding process behavior through data
  • Data Compilation
  • Strategic Problem Solving
  • Base-lining manufacturing and transactional processes

Expert Experience-Business Analyst

  • Requirements gathering and use case analysis
  • Accounting Ratio analysis
  • Contracts knowledge and practice
  • RFP project proposal theory and practice
  • Strategic planning
  • Setting corporate visions
  • Inventory analysis
  • Small business analysis
  • Core competencies
  • Software development lifecycle
  • Data analysis and internet research
  • Second level application-technical support
  • Project management case theory
  • Project management teams
  • Recommendations and implementations

Focuses-Procurement Expert

  • Auditing and Internal Control
  • Management Accounting and Accounting concepts
  • Insurance policies and procedures [Property and Casualty and Life]
  • Cost Reduction, strategic sourcing and increased productivity
  • Six Sigma practical concepts and business theory for quality management
  • Strategic planning and business requirements implementation
  • Business Development
  • Global Partnership Development

Education and Training

  • Graduation from Keller Graduate School of Management
    • Illinois-2005; MBA; Major-Project Management
  • Graduation from Six Sigma Management Institute
  • Six Sigma Black Belt Certified
  • Graduation from University of Florida
    • BSBA Accounting
  • Graduation from St Petersburg Jr College, Florida
    • Major-Liberal Arts
  • Dale Carnegie Speaking and Human Relations Course
  • Commodities [Futures] Exam Series 3
  • Life and Health Insurance
  • Wilcox Premium Audit Specialists

Summary

Mr. Wilcox education, experience, capability and the drive to succeed in higher level decision making with both the small businessman and corporate executive, as well as knowing the importance of creating and sustaining value systems with the long term goal in any organization with profitability, increased productivity, and effective and efficient procurement and sourcing has yielded many years of bottom line results.

Luke ZengGlobal Sourcing Expert, Low Cost Country Sourcing Expert, Sourcing Consulting, Project Management, Diversified Industry Exposure

LCC Sourcing Activity
Experience achieved in multinational company from Industry of O&G, Energy, Automotive, Building Materials, Consuming, Home Appliance, employment history from FMC technology, GE O&G, Rolls Royce Energy , Johnson controls, Ariba (Accenture), Newell Rubbermaid, ODL (Jeld-Wen partner), Whirlpool, experience as a team leader functioning sourcing, quality, project management, logistics, key performer as supplier identification, negotiation, supplier development, cost reduction, and other supply chain management.  Familiar with industry process such as machining, forging, casting, stamping, extrusion, Welding, Fabricating, Heat Treatment, Surface treatment, Coating, Assembly etc.  Supplier reservoir of several thousand suppliers is available.

Market Research

  • Delivered white paper on China Sourcing-Challenges, Opportunities, and Best Practice, made analysis on the strength and challenges on China supplier base market and best practice on sourcing organization management in China. 
  • Delivered China competitiveness presentation.
  • Comprehensive understanding on China about the industry cluster, products / parts / components sourcing destination in China.

China Business Consulting

  • Perform and consult for Above the Standard Procurement Group®, Inc. clients to build business in China, help clients on location selection, team recruitment, tax policy, sub contract negotiation, logistics analysis, make and buy decision, and so on.

Regional Opportunity

Training
There are many local Chinese companies which desire to improve their procurement process / sourcing process.  The typical issues are:

  •  Lack of process, such as there is no sourcing and procurement function difference
    • One person may do sourcing and purchasing.
  • Lack of supplier approval process
    • There is no implementation on supplier audit, financial audit, quality system audit, technical audit and so on.
  • Lack of transparency
    • Upper management does not know the total purchasing spend, does not understand procurement cost reduction, and has no idea how much waste there might be and where the waste is.
  • Upper management has a problem in recruiting the right person to develop, direct, and implement purchasing for the organization.
  • Lack of delivery management / capacity management.
  • Another concern can be corruption
    • Upper management tries to avoid corruption and bribe but they have no idea how to do it.

Above the Standard Procurement Group®, Inc. has many experts who have worked with companies like, IBM, GE, Krane Co, Deloitte, PwC, RPG, BP Oil, ExxonMobil, ADP, and many more!  Go to our site at http://atsprocurementgroup.com/testimonials.html for more details.

Our experts from the USA and Europe can provide solutions and training that meet the needs of Chinese organizations in the sourcing process, procurement process, tender process, and purchasing process.

LCC Sourcing
We know there are a lot of companies in North America with intentions to source products / parts / components from China but these organizations encounter resource problems, or are concerned about risks, or concern the technology / process / material availability in China.

Luke Zeng, Above the Standard Procurement Group®, Inc. expert can meet client these client needs.  Mr. Zeng’s expertise and knowledge can cover most of industrial or consuming area.  Mr. Zeng also has access to a big supplier database and understands how to identify a right supplier with the client’s requirement available.

Above the Standard | Luke Zeng Services:

  •  Supplier identification;
  •  Supplier development;
  •  Negotiation;
  •  Technical clarification;
  •  Quality management;
  •  Project Management;
  •  Capacity Management;
  •  Delivery Management;
  •  Cost Reduction / Control;
  •  Sourcing/Procurement process; and
  •  Sourcing feasibility study, including availability of suppliers, technology, process and material and so on.

Procurement Outsourcing
There are more organizations beginning to outsource certain aspects of procurement, such as the Government, Universities, for the same reasons as mentioned above.

Training
Training is growing and becoming more in demand.  Some of the reasons are:

    • More compliance;
    • Regulation increase;
    • Global competition;
    • Best value awareness;
    • Risk and Supply chain disruption;
    • Emerging economies; and
    • More people are being asked to do more with less.

 

Above the Standard Procurement Group®, Inc. has conducted many training’s in the procurement and finance space over the years around the globe.  This includes small organizations to some of the largest in the ASEAN, China, the GCC, Africa, Europe, South America, Mexico, and the USA.

Above the Standard Procurement Group, Inc.
P.O. Box 394
Kent, WA 98035
(917) 960-7110

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