Experience

Newtek Business Services Corp. (NASDAQ: NEWT)

• United States
• Financial Services
• 1 - 100 Employee

• Member Board Of Directors

  • Mar 2017 - Present

  Member, Board of Directors, Audit Committee and Compensation, Corporate Governance and Nominating Committee of this internally managed Business Development Company with a market capitalization in excess of $500 million. Newtek Business Services (newtekone.com) is a leading national non-bank lender that provides a wide range of business services and financial products under the Newtek brand to the Small and Medium sized business (SMB) market including Business Lending, including SBA 7(a) loans, 504 loans and conventional loans, Electronic Payment Processing, Managed Technology Solutions (Cloud Computing), Technology Consulting, eCommerce, Accounts Receivable and Inventory Financing, personal and commercial lines Insurance Services, Web Services, Data Backup, Storage and Retrieval, and Payroll and Benefits Solutions. Qualified as an “independent director” and “financially literate” as defined by NASDAQ and SEC rules.



Exigo®

• United Kingdom
• Sporting Goods Manufacturing
• 1 - 100 Employee

• ExigoAsiaPacific, LLC Director

  • Dec 2018 - Present

  Responsible for Asia Pacific sales. Exigo is a world class UK manufacturer and one-stop supplier for commercial strength, functional and boxing equipment. https://www.exigo-uk.com/ Established in 1995 with over 20 years of experience, Exigo offers complete solutions to our clients. Exigo has invested heavily to ensure that our customers receive unparalleled quality and price performance. Responsible for Asia Pacific sales. Exigo is a world class UK manufacturer and one-stop supplier for commercial strength, functional and boxing equipment. https://www.exigo-uk.com/ Established in 1995 with over 20 years of experience, Exigo offers complete solutions to our clients. Exigo has invested heavily to ensure that our customers receive unparalleled quality and price performance.



The Lowell Group

• Managing Partner

  • Jan 1998 - Present

  Provide strategic, operational, marketing, and financial consulting assistance to the SMB market. Our goal is to assist entrepreneurs and management in understanding issues and developing implementable action plans and strategies to achieve their business objectives. We work with management teams through implementation to ensure success. Provide strategic, operational, marketing, and financial consulting assistance to the SMB market. Our goal is to assist entrepreneurs and management in understanding issues and developing implementable action plans and strategies to achieve their business objectives. We work with management teams through implementation to ensure success.



NGJ Brand Solutions

• CEO, CFO, Director

  • Mar 1988 - Dec 2018

  Responsible for all business functions of this international distributor of commercial fitness equipment and franchisor of leading brands for health clubs including strategy, finance, marketing, and contract negotiations generating cumulative revenues of over $500 million. Responsible for all business functions of this international distributor of commercial fitness equipment and franchisor of leading brands for health clubs including strategy, finance, marketing, and contract negotiations generating cumulative revenues of over $500 million.



NicheDirectories, LLC,

• CEO, CFO, Director

  • Sep 2005 - Jun 2009

  Negotiated and completed sale of business-to-business and business-to-consumer Internet marketing company to two public companies in June 2009. Responsible for strategy, operations, finance, search engine optimization and information technology. Increased user traffic tenfold to 1 million unique visitors and ten million page views per month. Negotiated and completed sale of business-to-business and business-to-consumer Internet marketing company to two public companies in June 2009. Responsible for strategy, operations, finance, search engine optimization and information technology. Increased user traffic tenfold to 1 million unique visitors and ten million page views per month.



Newtek Business Services Corp. (NASDAQ: NEWT)

• United States
• Financial Services
• 1 - 100 Employee

• Executive Vice President

  • May 2000 - Dec 2005

  Operating P&L responsibility for the Florida investment portfolio of Newtek (NASDAQ: NEWT) including SBA Lending, Outsourced Bookkeeping, Tax Services, and Data Storage. Established Newtek as tenth largest SBA lender in South Florida, originating over $25 million of SBA loans annually and negotiated strategic distribution agreements with several regional banks. Operating P&L responsibility for the Florida investment portfolio of Newtek (NASDAQ: NEWT) including SBA Lending, Outsourced Bookkeeping, Tax Services, and Data Storage. Established Newtek as tenth largest SBA lender in South Florida, originating over $25 million of SBA loans annually and negotiated strategic distribution agreements with several regional banks.



Wilshire Partners, LLC

• Principal, Co-Founder

  • Jan 1999 - Nov 2005

  Managing Director of this start-up venture capital firm with $40 million under management formed to capitalize on the Certified Capital Company Program of the State of Florida designed to stimulate Florida-based venture investments. investment committee member that approved funding in excess of $100 million in over 50 businesses. Managing Director of this start-up venture capital firm with $40 million under management formed to capitalize on the Certified Capital Company Program of the State of Florida designed to stimulate Florida-based venture investments. investment committee member that approved funding in excess of $100 million in over 50 businesses.



Heuristic Development Group, Inc.

• President, CEO, CFO, Director

  • Jan 1994 - Nov 1999

  Founder and visionary who raised start-up capital and led Company to a NASDAQ Small Cap initial public offering in February 1997 by creating the IntellifFit Health System. Founder and visionary who raised start-up capital and led Company to a NASDAQ Small Cap initial public offering in February 1997 by creating the IntellifFit Health System.



Forway Industries

• CFO

  • Jan 1986 - Mar 1988



Touche Ross Consulting

• Senior Consultant

  • Jun 1983 - Jan 1986



General Electric Corp.

• Financial Management Program

  • Jun 1979 - Aug 1981