Experience

Minerva Planning Group

• United States
• Financial Services
• 1 - 100 Employee

• Owner

  • Jun 2003 - Present

  Grow and manage a fee-only financial planning firm which provides planning and asset management to individuals.



XO Communications

• United States
• Telecommunications
• 700 & Above Employee

• Regional Director of Sales

  • 1999 - 2003

  Greater Chicago Area Financial responsibility for multimillion dollar business selling wholesale infrastructure to other telecom carriers in the Midwest. Managed team of sales and support people throughout region. Promoted from account manager position after 18 months.

• Regional Director of Product Development

  • 1998 - 1999

  Chicago Led development and financial analysis of numerous voice and data products for the Midwest Region. Authored documentation and provided product support to sales and customer service teams.

• Financial Analyst

  • 1997 - 1998

  Greater Chicago Area Conducted financial analysis of merger and acquisition targets as well as infrastructure projects.



Entrepreneurs Night Out

• United Kingdom
• Events Services
• 1 - 100 Employee

• Latin Regional Director of BMG Interactive

  • 1994 - 1997

  Founded and led video game sales, marketing and distribution organization covering Latin America, Spain and Portugal based in Madrid. Managed personnel in 7 countries, negotiated licensing deals for multiple titles and oversaw manufacturing of titles. Division was profitable within first 12 months of operations.

• Executive Assistant to the CEO of International Division

  • 1993 - 1994

  Reported directly to the CEO of a company with over $2 billion in revenue and operations in 42 countries around the world. Wrote monthly report summarizing financial analysis and key operational details of international subsidiaries, authored annual report and kept minutes for all board meetings. Conducted strategic survey and authored financial analysis of video and video game markets worldwide, leading to a $20 million expansion into those markets