Bio
Credentials
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Basic Life Support
American Heart AssociationMar, 2017- Jun, 2026 -
Certified Business Consultant (CBC)
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Certified Business Planner (CBP)
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Certified Entrepreneurial Consultant CEC
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Certified Sales Trainer (CST)
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Family and Small Business Specialist (SBS)
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MSO Excel
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MSO Word
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Neuro-Linguistic Programmer (NLP)
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Rapid Behavior Change Consultant (RBCC)
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Experience
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Key2Success, Llc
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Ravenswood, WV
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Executive Managing Partner
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Sep 1998 - Jan 2020
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Ravenswood, WV
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United States
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Education Administration Programs
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1 - 100 Employee
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Adjunct Instructor
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Jan 2017 - Jun 2019
Business Instructor, Life Coach, Mentor, Soft Skills Trainer, Microlearning Advocate
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Senior Business Instructor (Entrepreneurship, Management, Marketing and MOS)
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Jan 2017 - Feb 2018
Utilized extensive multi-functional, multi-industry leadership, management, mentoring, entrepreneurial, and training expertise and extensive securities industry education, to teach recent secondary school graduates uncertain of their future and adults seeking contemporary career training, to achieve their career goals and realize unmet dreams of success.I am MSO Certified in both MS Word and Excel and a Certified Entrepreneurial Consultant. Instruction incorporated MSO and other Online Trainińg sources. Classes taught include:• Intro to Management• Personal Financial Management• Supervisory Management• Principles of Management• Small Business Management/Entrepreneurship• Intro to Accounting• HRM• CRM• College Communications• Intro to MSO 365 and MS Word• Advanced MSO 365, Word, and MS Word CertificationInstrumental in establishing a New Student Mentoring Program, providing professional training techniques input into In-Service Continuing Education, and co-founded a Community Service Program providing Computer Training for Seniors .
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Key2Success, LLC/CAMM Institute
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Greater Pittsburgh Area
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Executive Managing Partner/Founder
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Mar 1997 - Sep 2016
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Greater Pittsburgh Area
As Executive Managing Partner and Founder, I focused operations on a QoQ (Quality over Quantity) Operating Strategy to maximize revenue and minimize expenses. Utilizing an “exclusivity and branding” marketing strategy and Online Instruction, K2S delivered proprietary consulting services and train...
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DORMONT TECHNOLOGIES, INC./WEBSITEMENT, INC.
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Greater Pittsburgh Area
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EXECUTIVE VP, COO, AND VICE CHAIRMAN
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1996 - 2002
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Greater Pittsburgh Area
Quadrupled sales by creating dual focus on both large and small recording labels, Online Training, and hardware and online database subscriptions.Wrote the business plan to obtain $3,000,000 of private investor debt and equity funding, which was necessary for continuing operations, complete onlin...
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COMMONWEALTH BARRISTERS, LTD.
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Pittsburgh, PA
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PRESIDENT/COO and Founder
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1988 - 1992
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Pittsburgh, PA
Founder and author of the Business Plan for the Eastern United States’ first Temporary Project Attorney, Paralegal, and Online Services company, for law firms and corporate and government legal departments. Raised private investor funding necessary for start-up expenses and first year of operatio...
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WAKEFIELD EQUITY GROUP, INC.
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Greater Pittsburgh Area
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CEO/CFO WAKEFIELD EQUITY, EVP OF WAKEFIELD GROUP
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1987 - 1988
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Greater Pittsburgh Area
The Company had extensive compliance violations. I was hired to solve its regulatory compliance problems related to sales, financial reporting, and Product Provider marketing representations. As CEO, I prepared and implemented a securities regulatory authority approved sales, financial managemen...
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FINANCIAL ESTATE PLANNING & FINANCIAL ESTAT...
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Greater Pittsburgh Area
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EVP, COO, AND INSTITUTE DIRECTOR
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1986 - 1987
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Greater Pittsburgh Area
Hired to develop and implement sales compliance, financial reporting, and operating policies and procedures necessary to avoid the closure of Western PA’s largest general securities firm, due to significant violations of securities regulations.Negotiated settlement of compliance violations with r...
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Prudential Securities
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Central and Southern WV
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Vice President
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1984 - 1986
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Central and Southern WV
Responsibilities included office site selection, R&D for installation of regulatory agency approved satellite-based order entry, communications, and client information delivery system and negotiating various contractor, vendor, landlord, and miscellaneous relationships.Sales/Sales Management ...
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Wheat First Securities
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WV, VA, OH, PA, KY
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Vice President
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1976 - 1984
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WV, VA, OH, PA, KY
• Utilizing extensive contacts developed in previous employment created significant new opportunities in Municipal Finance and previously low/no profit short term investment products for nonprofits, by formulating and introducing first regulatory authority and nonprofit agency approved retirement...
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Start-Ups, Schools, and Nonprofits
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Greater Pittsburgh Area
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Business Instructor
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Jun 1978 - Sep 1978
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Greater Pittsburgh Area
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WV GOVERNOR’S OFFICE FED/STATE RELATIONS
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Charleston, West Virginia Area
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Program Administrator
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1970 - 1975
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Charleston, West Virginia Area
• Administered Federal Flood Insurance Program, multiple U.S. DOL Employment Programs, federal and state-funded relief aid resources, contributed to reconstruction planning for Buffalo Creek, WV, served as lobbyist, legislative liaison, grant recipient educator/trainer, and college political affa...
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Education
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1977 - 1986NY Institute of Finance
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1970 - 1975WV State University
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1976 - 2012NY Inst of Finance, MIT Online, Wilson Learning Ctrs, NLP Institute, Xer...
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MIT Online
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1977 - 1985New York Institute of Finance
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1978 - 1984New York Institute of Finance
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1976 - 2002New York Institute of Finance
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NY Institute of Finance
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1976 - 1984New York Institute of Finance
Suggested Services
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References
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