Richard Samuelson
Managing Director at Value Driven Solutions- Claim this Profile
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Bio
Credentials
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Data Analysis in Excel
DataCampSep, 2023- Sep, 2024 -
Financial Analytics in Spreadseets
DataCampAug, 2023- Sep, 2024 -
Introduction to Excel
DataCampAug, 2023- Sep, 2024 -
Data Manipulation with pandas
DataCampOct, 2022- Sep, 2024 -
Financial Data Professional (FDP)
Financial Data Professional InstituteJan, 2022- Sep, 2024 -
Introduction to Python
DataCampDec, 2021- Sep, 2024 -
Chartered Alternative Investment Analyst
CAIA AssociationJan, 2008- Sep, 2024 -
Certified Financial Risk Manager (FRM)
Global Association of Risk Professionals (GARP)Nov, 2004- Sep, 2024 -
Chartered Financial Analyst (CFA)
CFA InstituteJan, 2003- Sep, 2024
Experience
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Value Driven Solutions
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United States
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Business Consulting and Services
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1 - 100 Employee
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Managing Director
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Sep 2023 - Present
Value Driven Solutions is an end-to-end supply chain and operations consulting firm that helps private equity firms and middle-market companies improve business processes and enhance shareholder value. Our clients often seek rapid improvements to operational performance. We work across the supply chain and operations spectrum, from strategy to execution, to deliver substantial gains to profitability and working capital. Senior executives and private equity investors worldwide rely on… Show more Value Driven Solutions is an end-to-end supply chain and operations consulting firm that helps private equity firms and middle-market companies improve business processes and enhance shareholder value. Our clients often seek rapid improvements to operational performance. We work across the supply chain and operations spectrum, from strategy to execution, to deliver substantial gains to profitability and working capital. Senior executives and private equity investors worldwide rely on Value Driven Solutions to enhance enterprise value, expand margins, improve capital efficiency, reduce working capital, optimize supply chains and prepare companies for sale. From large, complex enterprise improvement programs, to focused projects, we help develop strategies to improve your end-to-end supply chain operations. We are also the go to provider of Executive Human Capital Our Operational Excellence Experts—from analysts to CEOs—will help improve critical processes and fill the specific performance gaps within your organization. Engage a result driven team-Access our network of Experts- Build your capabilities. For more information on our products and services visit VDSconsultinggroup.com Show less Value Driven Solutions is an end-to-end supply chain and operations consulting firm that helps private equity firms and middle-market companies improve business processes and enhance shareholder value. Our clients often seek rapid improvements to operational performance. We work across the supply chain and operations spectrum, from strategy to execution, to deliver substantial gains to profitability and working capital. Senior executives and private equity investors worldwide rely on… Show more Value Driven Solutions is an end-to-end supply chain and operations consulting firm that helps private equity firms and middle-market companies improve business processes and enhance shareholder value. Our clients often seek rapid improvements to operational performance. We work across the supply chain and operations spectrum, from strategy to execution, to deliver substantial gains to profitability and working capital. Senior executives and private equity investors worldwide rely on Value Driven Solutions to enhance enterprise value, expand margins, improve capital efficiency, reduce working capital, optimize supply chains and prepare companies for sale. From large, complex enterprise improvement programs, to focused projects, we help develop strategies to improve your end-to-end supply chain operations. We are also the go to provider of Executive Human Capital Our Operational Excellence Experts—from analysts to CEOs—will help improve critical processes and fill the specific performance gaps within your organization. Engage a result driven team-Access our network of Experts- Build your capabilities. For more information on our products and services visit VDSconsultinggroup.com Show less
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FocusCFO®
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United States
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Business Consulting and Services
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100 - 200 Employee
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Principal
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Mar 2023 - Present
FocusCFO empowers business owners with sound financial management, forward thinking insights and tools, and proactive financial strategies so businesses and organizations can improve internal cash flow, reduce business risk and increase the value and efficiency of their business or organization. Companies that benefit the most from working with FocusCFO: Currently generate $1M to $30M a year in revenue, although some are larger and some are smaller. Are ready to… Show more FocusCFO empowers business owners with sound financial management, forward thinking insights and tools, and proactive financial strategies so businesses and organizations can improve internal cash flow, reduce business risk and increase the value and efficiency of their business or organization. Companies that benefit the most from working with FocusCFO: Currently generate $1M to $30M a year in revenue, although some are larger and some are smaller. Are ready to maximize cash flow and profitability Need better insights to where they are making money and where they are not Have internal accounting support and an outside CPA providing accounting and tax expertise Want an objective affordable enterprise experienced expert to help make it happen Show less FocusCFO empowers business owners with sound financial management, forward thinking insights and tools, and proactive financial strategies so businesses and organizations can improve internal cash flow, reduce business risk and increase the value and efficiency of their business or organization. Companies that benefit the most from working with FocusCFO: Currently generate $1M to $30M a year in revenue, although some are larger and some are smaller. Are ready to… Show more FocusCFO empowers business owners with sound financial management, forward thinking insights and tools, and proactive financial strategies so businesses and organizations can improve internal cash flow, reduce business risk and increase the value and efficiency of their business or organization. Companies that benefit the most from working with FocusCFO: Currently generate $1M to $30M a year in revenue, although some are larger and some are smaller. Are ready to maximize cash flow and profitability Need better insights to where they are making money and where they are not Have internal accounting support and an outside CPA providing accounting and tax expertise Want an objective affordable enterprise experienced expert to help make it happen Show less
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SWAN Venture Group
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United States
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Managing Partner
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Oct 2019 - Present
Serve as Managing Partner, Co-founder, Chairman of the Investment Review Committee and Chief Compliance Officer for a family of funds dedicated to early stage investing--and with a concentration in the Pacific Northwest. Experienced in all areas of investing in early stage (seed series A) companies, including: screening candidates, conducting due diligence, valuation, negotiating terms, drafting management company, general partnership and limited partnership agreements, submitting FINRA… Show more Serve as Managing Partner, Co-founder, Chairman of the Investment Review Committee and Chief Compliance Officer for a family of funds dedicated to early stage investing--and with a concentration in the Pacific Northwest. Experienced in all areas of investing in early stage (seed series A) companies, including: screening candidates, conducting due diligence, valuation, negotiating terms, drafting management company, general partnership and limited partnership agreements, submitting FINRA filings, investor communications and completing tax returns. FINRA personal CRD #: 1212912. Website: https://swanvg.com. From 2017 through 2022 served as an outside director and compensation committee member on the Board of Kineta, Inc. an early stage biopharmaceutical firm. In Dec. 2022 Kineta, Inc. completed a reverse merger into Yumanity Therapeutics (YMTX). The merged firm was renamed Kineta, Inc. which is profiled below and will be 85% controlled by Kineta, Inc., once shareholder approval in formalized. Over a five year period, participated in all major decisions pertaining to closing down affiliates, negotiating licensing and milestone agreements, determining executive and staff compensation, appointing financial advisors and realizing a successful exit. Kineta is a clinical stage biotechnology company with a mission to develop next generation immunotherapies that transform patients’ lives. We have leveraged our expertise in innate immunity to develop first or best-in-class immunotherapies that address the major challenges with current cancer therapy. For more information on Kineta visit our website, www.kinetabio.com, and follow us on Twitter, LinkedIn and Facebook. Separately, have periodically advised several early stage companies, including: Global Index Group (Blockchain based real estate derivatives products) Zeva Aero (eVTOL designer) and Odysseus Technologies, Inc. (carbon nanotubes). Show less Serve as Managing Partner, Co-founder, Chairman of the Investment Review Committee and Chief Compliance Officer for a family of funds dedicated to early stage investing--and with a concentration in the Pacific Northwest. Experienced in all areas of investing in early stage (seed series A) companies, including: screening candidates, conducting due diligence, valuation, negotiating terms, drafting management company, general partnership and limited partnership agreements, submitting FINRA… Show more Serve as Managing Partner, Co-founder, Chairman of the Investment Review Committee and Chief Compliance Officer for a family of funds dedicated to early stage investing--and with a concentration in the Pacific Northwest. Experienced in all areas of investing in early stage (seed series A) companies, including: screening candidates, conducting due diligence, valuation, negotiating terms, drafting management company, general partnership and limited partnership agreements, submitting FINRA filings, investor communications and completing tax returns. FINRA personal CRD #: 1212912. Website: https://swanvg.com. From 2017 through 2022 served as an outside director and compensation committee member on the Board of Kineta, Inc. an early stage biopharmaceutical firm. In Dec. 2022 Kineta, Inc. completed a reverse merger into Yumanity Therapeutics (YMTX). The merged firm was renamed Kineta, Inc. which is profiled below and will be 85% controlled by Kineta, Inc., once shareholder approval in formalized. Over a five year period, participated in all major decisions pertaining to closing down affiliates, negotiating licensing and milestone agreements, determining executive and staff compensation, appointing financial advisors and realizing a successful exit. Kineta is a clinical stage biotechnology company with a mission to develop next generation immunotherapies that transform patients’ lives. We have leveraged our expertise in innate immunity to develop first or best-in-class immunotherapies that address the major challenges with current cancer therapy. For more information on Kineta visit our website, www.kinetabio.com, and follow us on Twitter, LinkedIn and Facebook. Separately, have periodically advised several early stage companies, including: Global Index Group (Blockchain based real estate derivatives products) Zeva Aero (eVTOL designer) and Odysseus Technologies, Inc. (carbon nanotubes). Show less
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Vincit Veritas
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United Kingdom
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Construction
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Angel Investor
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Jan 2010 - Oct 2019
Active private investor in more than twenty early stage companies. Have invested across several sectors, including: water purification, financial products, software, medical/bio technology and industrial products. Most recent exits (both in 2022) include: the acquisition of EV Connect by Schneider Electric (Exit of 11X) and the reverse merger of Atrin Therapeutics into Aprea Therapeutics (Exit in process). Until mid-2018, served on the board of Bird Buffer, LLC. which exited at 1.5X. Serve as… Show more Active private investor in more than twenty early stage companies. Have invested across several sectors, including: water purification, financial products, software, medical/bio technology and industrial products. Most recent exits (both in 2022) include: the acquisition of EV Connect by Schneider Electric (Exit of 11X) and the reverse merger of Atrin Therapeutics into Aprea Therapeutics (Exit in process). Until mid-2018, served on the board of Bird Buffer, LLC. which exited at 1.5X. Serve as an advisor to Zeva Aero and Global Index Group. Previously served as an advisor to Immunomic Therapeutics (Exit of 8X) as well as on the advisory committee of SRS Acquiom as it pertained to the acquisition of Otosense, Inc. by Analog Devices (Exit of 4X). Served on the investment screening committee for Keiretsu Capital Fund1 which was launched in 2014. Have participated in numerous due diligence projects for Keiretsu-sponsored early stage companies, mostly performing financial analysis. Due diligence team projects completed: Information technology: The GRID, Nouvola, Dimensional Mechanics, Blue Leap LLC, Openmake software and Everloop, Inc.. Internet of Things (IoT): IBIS Networks, Otosense, Inc. and Elevat. Hardware: American semiconductor, Klatu Networks, Arovia. Biopharmaceuticals: Immunomic therapeutics, Forge Life Science, RiboNova, Inc., and Axxia Pharmaceuticals. Medical equipment: First Light Biosciences and Kitotech Medical. Cleantech: Puralytics and Phytonix. Nanomaterials: Graphene Technologies, Inc. Real Estate: Wilkinson Corporation Fund. Wellness: Nuvita Show less Active private investor in more than twenty early stage companies. Have invested across several sectors, including: water purification, financial products, software, medical/bio technology and industrial products. Most recent exits (both in 2022) include: the acquisition of EV Connect by Schneider Electric (Exit of 11X) and the reverse merger of Atrin Therapeutics into Aprea Therapeutics (Exit in process). Until mid-2018, served on the board of Bird Buffer, LLC. which exited at 1.5X. Serve as… Show more Active private investor in more than twenty early stage companies. Have invested across several sectors, including: water purification, financial products, software, medical/bio technology and industrial products. Most recent exits (both in 2022) include: the acquisition of EV Connect by Schneider Electric (Exit of 11X) and the reverse merger of Atrin Therapeutics into Aprea Therapeutics (Exit in process). Until mid-2018, served on the board of Bird Buffer, LLC. which exited at 1.5X. Serve as an advisor to Zeva Aero and Global Index Group. Previously served as an advisor to Immunomic Therapeutics (Exit of 8X) as well as on the advisory committee of SRS Acquiom as it pertained to the acquisition of Otosense, Inc. by Analog Devices (Exit of 4X). Served on the investment screening committee for Keiretsu Capital Fund1 which was launched in 2014. Have participated in numerous due diligence projects for Keiretsu-sponsored early stage companies, mostly performing financial analysis. Due diligence team projects completed: Information technology: The GRID, Nouvola, Dimensional Mechanics, Blue Leap LLC, Openmake software and Everloop, Inc.. Internet of Things (IoT): IBIS Networks, Otosense, Inc. and Elevat. Hardware: American semiconductor, Klatu Networks, Arovia. Biopharmaceuticals: Immunomic therapeutics, Forge Life Science, RiboNova, Inc., and Axxia Pharmaceuticals. Medical equipment: First Light Biosciences and Kitotech Medical. Cleantech: Puralytics and Phytonix. Nanomaterials: Graphene Technologies, Inc. Real Estate: Wilkinson Corporation Fund. Wellness: Nuvita Show less
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CFA Institute
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Financial Services
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1 - 100 Employee
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Grader
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May 2013 - Jun 2015
Graded Level III examinations. Graded Level III examinations.
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BNP Paribas
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Investment Banking
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1 - 100 Employee
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Managing Director
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Aug 2007 - Feb 2008
Managed what is mainly a derivatives business as well as a separate brokerage unit. Served on the global executive committee, representing Asia. Resigned the position after about eight months as the implications of the financial crisis began unfolding. Managed what is mainly a derivatives business as well as a separate brokerage unit. Served on the global executive committee, representing Asia. Resigned the position after about eight months as the implications of the financial crisis began unfolding.
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Managing Director
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May 2002 - Dec 2006
Overall P&L and local managerial responsibility for all Japanese equity activities. This includes: sales, research, derivatives, trading, execution, exchange traded derivatives and prime services. Achievements: Revenues grew from just over $200M to an annualized rate of $700M as of 2006. Front office staff increased only marginally from around 220 to around 260, making Japan one of the most profitable offices per capita within UBS equity. Focused investment on derivatives… Show more Overall P&L and local managerial responsibility for all Japanese equity activities. This includes: sales, research, derivatives, trading, execution, exchange traded derivatives and prime services. Achievements: Revenues grew from just over $200M to an annualized rate of $700M as of 2006. Front office staff increased only marginally from around 220 to around 260, making Japan one of the most profitable offices per capita within UBS equity. Focused investment on derivatives, technology and prime services. Derivatives proved to be our largest source of incremental revenue during the period. Focused our strategy in brokerage on execution technology, including DMA, hiring high quality analysts/salesmen and dramatically improving our investor relations offering. By 2004, public research and sales rankings had moved from 6th (or below) to top three in the major surveys such as Institutional Investor and to number 1 in McLagan. Commission income nearly tripled between 2002 and 2006. Presenter: International Conference on Investment Funds Korea 2003, Seoul, Korea, "Comparison of Recent Trends Between Korean and Japan-based Asset Management Companies," Feb. 18-19, 2003. Panel speaker: The Japan Society of Northern California, 2003 Economic Conference & Symposium, San Francisco, Corporate Governance in the New Japan, "Corporate Governance: Ideal vs. Current Global Practice, Nov. 3-4 2003. Speaker: Credit Risk Management Summit 2006, Kuala Lumpur, "Developing a Robust Credit Risk Model for Derivatives," June 29, 2006. Speaker: GARP's 3rd Asia Pacific Convention, Hong Kong, "Evolving Forms of Raising Capital - Examples from Japan." Oct. 24, 2006.
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Managing Director
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Jan 2000 - Apr 2002
Overall P&L and local managerial responsibility for all Korean equity activities including: sales, research, and execution. Also focused on helping corporate finance to pitch for underwriting mandates. Revenues grew to approximately $60M as of YE2001. Commission market share reached first place among foreign firms. The Korean operation became the largest and most profitable revenue contributor to the Asian equity operations for UBS. Helped win important primary deals such as… Show more Overall P&L and local managerial responsibility for all Korean equity activities including: sales, research, and execution. Also focused on helping corporate finance to pitch for underwriting mandates. Revenues grew to approximately $60M as of YE2001. Commission market share reached first place among foreign firms. The Korean operation became the largest and most profitable revenue contributor to the Asian equity operations for UBS. Helped win important primary deals such as Korea Telecom and Korea Tobacco.
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Executive Director
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Jan 1997 - Dec 2000
Primary focus was on managing research and writing strategy. I also managed the office. Research and sales rankings moved from 4th (or below) to top two during this period as measured in various surveys including Institutional Investor, Asiamoney, Euromoney and Reuters. Personally ranked in a number of surveys as well. Extensively quoted in the press, especially the Financial Times. Panel speaker: Financing Asian Development: Potential Opportunities in Asia's Economies… Show more Primary focus was on managing research and writing strategy. I also managed the office. Research and sales rankings moved from 4th (or below) to top two during this period as measured in various surveys including Institutional Investor, Asiamoney, Euromoney and Reuters. Personally ranked in a number of surveys as well. Extensively quoted in the press, especially the Financial Times. Panel speaker: Financing Asian Development: Potential Opportunities in Asia's Economies, Co-organized by Asia Society and Asian Development Bank, May 28-29, Seoul, Korea.
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Director
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Jan 1992 - Dec 1996
Started as an analyst covering telecommunications and utilities. Promoted to Head of Research role and strategist in 1995.
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Principal
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Jun 1990 - Dec 1991
Conducted privatization consulting and other financial analysis for the Governments of Thailand, the Philippines and Sri Lanka. Publications: 1. "Korea 1992: Foreign Perspective," Business Korea, July 1990, Michael P. McLindon & Richard Samuelson. 2. "Sri Lanka, The World's Emerging Stock Markets" edited by Keith K. H. Park & Antoine van Agtmael, Chicago: Probus 1992, Michael P. Mclindon, Richard Samuelson, Marianne Page & Niall Shiner. 3. "Privatization and Capital Markets… Show more Conducted privatization consulting and other financial analysis for the Governments of Thailand, the Philippines and Sri Lanka. Publications: 1. "Korea 1992: Foreign Perspective," Business Korea, July 1990, Michael P. McLindon & Richard Samuelson. 2. "Sri Lanka, The World's Emerging Stock Markets" edited by Keith K. H. Park & Antoine van Agtmael, Chicago: Probus 1992, Michael P. Mclindon, Richard Samuelson, Marianne Page & Niall Shiner. 3. "Privatization and Capital Markets in Developing Countries," A working paper presented to the World Bank in February 1991, Michael McLindon, PhD and Richard Samuelson. Show less Conducted privatization consulting and other financial analysis for the Governments of Thailand, the Philippines and Sri Lanka. Publications: 1. "Korea 1992: Foreign Perspective," Business Korea, July 1990, Michael P. McLindon & Richard Samuelson. 2. "Sri Lanka, The World's Emerging Stock Markets" edited by Keith K. H. Park & Antoine van Agtmael, Chicago: Probus 1992, Michael P. Mclindon, Richard Samuelson, Marianne Page & Niall Shiner. 3. "Privatization and Capital Markets… Show more Conducted privatization consulting and other financial analysis for the Governments of Thailand, the Philippines and Sri Lanka. Publications: 1. "Korea 1992: Foreign Perspective," Business Korea, July 1990, Michael P. McLindon & Richard Samuelson. 2. "Sri Lanka, The World's Emerging Stock Markets" edited by Keith K. H. Park & Antoine van Agtmael, Chicago: Probus 1992, Michael P. Mclindon, Richard Samuelson, Marianne Page & Niall Shiner. 3. "Privatization and Capital Markets in Developing Countries," A working paper presented to the World Bank in February 1991, Michael McLindon, PhD and Richard Samuelson. Show less
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National Accounts Director
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Sep 1987 - May 1990
Managed sales and distribution network for a venture-capital funded software company dedicated to PC-based electronic data interchange(EDI). Also wrote documentation and delivered one-day courses on EDI to more than 50 companies, including: Pacific Bell and American Airlines. Publications: "EDI Holds the Promise of Faster Document Transfer," The Office, November 1989. "The Quick Fix...Or How to Implement EDI on the PC," Actionline, October, 1989, Volume 8, Issue 10. "The Impact of… Show more Managed sales and distribution network for a venture-capital funded software company dedicated to PC-based electronic data interchange(EDI). Also wrote documentation and delivered one-day courses on EDI to more than 50 companies, including: Pacific Bell and American Airlines. Publications: "EDI Holds the Promise of Faster Document Transfer," The Office, November 1989. "The Quick Fix...Or How to Implement EDI on the PC," Actionline, October, 1989, Volume 8, Issue 10. "The Impact of EDI Standards Version Releases on the EDI Community," The EDI Forum, 1990 Issue, Volume 3. Show less Managed sales and distribution network for a venture-capital funded software company dedicated to PC-based electronic data interchange(EDI). Also wrote documentation and delivered one-day courses on EDI to more than 50 companies, including: Pacific Bell and American Airlines. Publications: "EDI Holds the Promise of Faster Document Transfer," The Office, November 1989. "The Quick Fix...Or How to Implement EDI on the PC," Actionline, October, 1989, Volume 8, Issue 10. "The Impact of… Show more Managed sales and distribution network for a venture-capital funded software company dedicated to PC-based electronic data interchange(EDI). Also wrote documentation and delivered one-day courses on EDI to more than 50 companies, including: Pacific Bell and American Airlines. Publications: "EDI Holds the Promise of Faster Document Transfer," The Office, November 1989. "The Quick Fix...Or How to Implement EDI on the PC," Actionline, October, 1989, Volume 8, Issue 10. "The Impact of EDI Standards Version Releases on the EDI Community," The EDI Forum, 1990 Issue, Volume 3. Show less
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Gartner Group, Inc.
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United States
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Entertainment Providers
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1 - 100 Employee
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International Representative
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Jan 1985 - Aug 1987
Marketed a research and advisory service focused on information technology in a variety of countries across Asia. Managed distributors in five countries. Doubled sales to more than $500,000 within the first year. Publication: Edited "International Investments" by Professor Bruno Solnik of Hautes Etudes Commerciales (HEC). Marketed a research and advisory service focused on information technology in a variety of countries across Asia. Managed distributors in five countries. Doubled sales to more than $500,000 within the first year. Publication: Edited "International Investments" by Professor Bruno Solnik of Hautes Etudes Commerciales (HEC).
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Korea Development Institute (KDI)
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South Korea
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Research Services
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100 - 200 Employee
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Research Assistant
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Aug 1980 - Aug 1981
Edited and researched papers on economic policy. Wrote and edited speeches for Korean government officials, most notably, the Prime Minister and Minister of Commerce & Industry. Edited and researched papers on economic policy. Wrote and edited speeches for Korean government officials, most notably, the Prime Minister and Minister of Commerce & Industry.
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Executive Director
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Jun 1977 - Jun 1978
Managed seven employees in a large public facility dedicated to urban re-development in the south end of Bridgeport, Connecticut. Managed seven employees in a large public facility dedicated to urban re-development in the south end of Bridgeport, Connecticut.
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Education
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1983 - 1985
The Wharton School
Master of Business Administration - MBA, Finance, General -
1981 - 1983
The Fletcher School at Tufts University
Master's degree, International/Global Studies -
1973 - 1977
Yale University
Bachelor's degree, English Language and Literature/Letters
Community
