Experience

• 

  VeriQuest Companies, Inc.

  • www.veriquest.com

  • Founder & Senior Managing Director

    • May 1981 - Present
    • www.veriquest.com

    We work directly with economically-profitable, expanding-value businesses ($10-100+ million in revenues) to achieve their significant growth potential and maximize stakeholder value and liquidity.With flexibility, partnership and patience, we have invested (equity, quasi-equity and debt) over $400 million to maximize value and liquidity. And, our strategic and operational advice/help has significantly improved Economic Performance: "VeriQuest significantly improved our results."www.VeriQuest.com

• 

  StrategiClarity

  • Houston, Texas Area

  • Founder & Senior Managing Director

    • Jan 1995 - Present
    • Houston, Texas Area

    We successfully help (work with) Stakeholders by:✓ Finding/arranging/providing “Capital” (investment/liquidity + strategic & operational expertise + bandwidth).✓ Improving/creating “Strategic and Operational Information”.✓ Improving/creating structure and automation -> many Intangile Benefits which increase Employee Satisfaction & Loyalty, which increases Customer Satisfaction & Loyalty.Both Intangible & Tangible performance focus on the lowest risk-adjusted cost, lowest error rate, least effort..., therefore the highest Risk Adjusted Return On Investment Capital (RAROIC).www.StrategiClarity.com or www.StrategyClarity.com

• 

  J.P. Morgan

  • 23 Wall Street, NYC

  • In charge of the computerization of common stocks.

    • Aug 1964 - Jun 1966
    • 23 Wall Street, NYC

    Worked with the head of the research department and the operation research officer to automate S&P Compustat data (we were the 1st user of S&P Computstat data). Foundational investment understanding and IBM 1401 using Fortran and assembly language (in some cases machine language) to "shoehorn" into 8K of RAM.