PROFESSIONAL PROFILE
Talented results-oriented executive with extensive problem solving capabilities; has successfully taken organizations from start up to public offering to financial stability. Multi-disciplined background encompasses marketing, finance and capitalization with emphasis on the placement of products and services into the international and domestic markets. Excellent general management, budgeting, staffing, organizational and project management skills. Fluent in conversational German with working understanding of Italian and French.
KEY SKILLS & EXPERTISE
New venture development; Financial forecasting; Portfolio management; Startup and consolidation; International banking; Credit & collection; Capital funding; Currency evaluation; Construction financing; Take out loans.
CAREER HISTORY AND ACCOMPLISHMENTS
Jan Morton Heger, Attorney at Law
Domestic and International Business Partner
Performed consulting duties for clients relating to their unique need in a global market.
International Profits Associates
Business Analyst and Consultant
Analyze client's business, marketing and financial needs.
Mike Ferry Organization (MFO)
Newport Beach, CA
Duties were the development of attendees to various seminar programs which the MFO held for Real Estate Agents throughout North America with their development in prospecting and selling.
David E. Berlin & Associates, CA & TX
Partner
The partnership consists of four partners whose goal is the financing of various projects in the United States, Asia, Europe and South America.
Benjamin University, Buena Park, CA
Chief Financial Officer
Challenge: To take a second year university to financial stability.
Results: Although the university is only in its second year of accreditation we have established a sound threshold for continued growth. The school has been sold and is moving to the Los Angeles Area.
Jay Ilan Accounting, Costa Mesa, CA
Business Analyst
Challenge: To take companies from concept to capitalization to marketing.
Results: Build a factoring group for the funding of clients, A & R, and capital expansion. Developed markets for the sale and acquisition of companies. Negotiated financial opportunities for international clients.
DRTV (Direct Response Television Marketing), Costa Mesa, CA
Chief Operations Officer
Challenge: To take a company from start up to IPO to public offering.
Results: Within six months, raised initial capitalization (8M) through private. Simultaneously, took engineering concept for several products to full development.
Designed and developed marketing campaign for domestic and international distribution.
Build sales to over $5M within five years.
Initial investors received a ROI of over 100%.
Negotiated sale of the company to large multinational conglomerate.
Jeffrey Morgan & Associates (Private Bankers) Zurich, CH
Chief Executive Officer
Challenge: To develop a global marketing program and investments for expansion into the international arena.
Developed the marketing of Italian wine for distribution into the Americas.
Establish multi-national dealerships for the sale of products into global markets.
Negotiated single handedly and collaboratively the merger and acquisition of international companies.
Created at the request of a foreign national government, construction financing for a $2.5B project.
United States Federal Government (US ARMY, C.I.A. & NSA)
Analyst
Was a government analyst.
EDUCATION
BA - George Washington University and University of Maryland
Contract and Business Law Course work at Boston College