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Edward L. Willis, Sr. is a seasoned executive with extensive experience in asset management, banking, and business development. He has served as a management consultant, strategic financial solutions, and has held various leadership positions in organizations such as Big Sky Enterprises, LLC, Livin faith Christian center, and Sun Oil Company. He holds an MBA from Harvard Business School and a B.B.A. from Philadelphia University.

Experience

    • Management Consultant, Strategic Financial Solutions
      • Aug 2017 - Present

    • Managing Partner for financial services
      • Dec 2009 - Aug 2017

      My responsibilities included providing project finance and advisory counsel to small and medium sized enterprises, including religious and non profits. I arranged financing for client projects working in conjunction with a wide array of capital providers locally and internationally. For those projects that are not finance ready, I serve as an interim CFO crafting capital formation and capital mix strategies and instilling finance disciplines which position the firms to become finance ready in the future.

    • Chief financial officer & director of property development and management
      • 1992 - 2007

      I helped guide and transform a small religious 501C3 into a mega church over 17 years. I served as COO and CFO as a member of the senior management team for the church in addition to superintendent of its K-12 school, superintendent of its Bible training center, Director of Entrepreneurs for Christ, and President of its Sports training school-Apex Academies. I was a member of the board of directors of the church, the K-12 school, bible training center, Entrepreneurs for Christ and Apex Academies.As CFO, I was responsible for all finance and accounting functions including financial and managerial accounting, cash management, treasury, capital budgeting, acquisitions, project development, project management and facilities management, as well as strategic planning. I oversaw 3 substantive building projects and managed the successful capital acquisition for all projects. During my tenure, assets from acquisition and financings increased more than 32 times their previous level to significant 8 figure levels. Interest and dividend income from cash management strategies I employed grew by more than 800% and was large enough to support the entire 7 person staff I hired over 7 years, including my compensation. As someone who made lenders comfortable doing business with churches, my church was the only one in the Delaware Valley serviced at the middle markets level of banking.As Superintendent of the K-12 school, I oversaw the start of the school, the hiring of the entire staff and educators, and by employing a challenging college prep program, achieved above the national average academic standings, a 100% graduation rate and a 90% acceptance and attendance at 4 year universities including West Point and Villanova.As President of Apex Academies, numerous local and international student athletes achieved college scholarships or played on a varsity team and at least two of the program graduates -Marcus and Markief Morris are now in the NBA.

    • President and CEO
      • Jul 1978 - Jun 1983

      Was asked and recruited by noted members of the African American community, led by Attorney Ragan Henry to help turn around the only African American publicly traded consumer discount loan company headquartered in Philadelphia, PA. Facilitated the acquisition of a competitor loan company 3 times the size of Carver and then liquidated the firm 3 years later for the benefit of investors. Several banks around the country called to ask for help in turning around their institutions as a result of the carver success including Union Bank in Boston, and my efforts were featured in an article in Business Week Magazine.

    • Adjunct Professor
      • Jun 1971 - May 1983
      • greater philadelphia area

      Member of the task force that created the Entrepreneurship Center at the University. Created and taught courses on entrepreneurship. Coordinated the University's consultation to Small Business Administration borrowers using students at the University. Advisor to companies participating in the annual Wharton School Business Plan competition. Member of the Shils Seidman scholarship program awarding scholarships to university. Supported Romeo Horton -- founder of the first bank in Liberia and co founder of ECOWAS -- in creating an African entrepreneurship instructional focus at the university. Retained by the US state department to provide capital formation and private sector divestiture strategies to third world countries -- especially in Africa. Appointed to the US Department of Commerce's Science and Technology Advisory Counsel.

    • Manager of Project Finance
      • Jun 1975 - Jun 1978

      As Manager of Project Finance, was responsible for providing intrapreneurial consultation to Sun Oil Divisional Managers on how to start and operate new enterprises and to support them in development, merger and acquisition, joint venture, Take or Pay and Leverage Lease and other non-recourse off balance sheet efforts during a period when the oil industry had lost the depletion allowance and where the return on investment in the retail gasoline sector was underperforming.A Sun Oil Company Leverage Lease subsidiary (Helios Capital) was created and the Stop N Go convenience food store chain was acquired during my tenure as Manager of Project Finance.

    • President of Alliance Enterprises
      • Jun 1972 - May 1975

      As President of the Sun Oil Company subsidiary, was responsible for policy, strategy and investment decisions. Reported to the Sun of Pennsylvania Board of Directors. Made numerous Investments in small to medium sized enterprises, including the decision to finance the first radio station (WAOK in Atlanta, GA) acquired by noted Philadelphia attorney Ragan Henry. The investment led to the formation of Allur Communications, the first African American company to own 10 network radio and TV stations in America.

  • Arthur Andersen & Co.
    • chicago, illinois
    • Management Consultant
      • May 1970 - Aug 1971
      • chicago, illinois

      Management Consultant in the Consulting Services Division, providing profit improvement solutions to fortune 500 companies.

    • Head Structural Designer
      • Jun 1963 - Aug 1969
      • Philadelphia PA

      Lead a team of structural designers in the corrugated and solid fiber division to provide packaging, protection and display solutions for food, toy and other product companies predominantly within the Midlantic and Southeast corridor within the United States.

Education

  • 1969 - 1971
    Harvard Business School
    Master of Business Administration (MBA), Computer based information systems & finance
  • 1965 - 1969
    Philadelphia University
    Bachelor of Business Administration (B.B.A.), Finance
  • 1965 - 1969
    Thomas Jefferson University
    Bachelor of Science - BS, Accounting and Finance

Suggested Services

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Industry Focus. “Asset Management”

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