Experience

Information Technology Alliance (ITA)

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• President Emeritus

  • Sep 2012 - Present

  Advisor and mentor to the Board members of the organization that I helped to create 20 years ago

• President

  • May 1997 - Sep 2012

  Helped to create, and then lead, this nationally recognized professional association of leading North American based ERP and CRM Value Added Resellers (VARs), consultants, and the vendors who use channel to serve the SMB market spaces.



Eagle Consulting and Investing

• Founder and Principal

  • Jan 2002 - Present

  Semi-retired, self employed consulting and contract projects practice designed to facilitate my mostly retired status. I coach, I mentor, and I act as a strategic facilitator. Semi-retired, self employed consulting and contract projects practice designed to facilitate my mostly retired status. I coach, I mentor, and I act as a strategic facilitator.



Centerprise Advisors / UHY

• Exec VP and Founder member

  • Jan 1999 - Jan 2002

  Part of startup venture capital team designed to consolidate the national CPA and related professional services market. IPO based strategy failed, and UHY Advisors was formed via debt instead. Part of startup venture capital team designed to consolidate the national CPA and related professional services market. IPO based strategy failed, and UHY Advisors was formed via debt instead.



Geo S Olive and Co

• Partner and Managing Director - Consulting Services

  • Jan 1990 - Dec 1998

  Built and managed the non traditional services practice unit in this Top 20 national CPA firm Built and managed the non traditional services practice unit in this Top 20 national CPA firm



Cherry Bekaert

• United States
• Accounting
• 700 & Above Employee

• Principal and Managing Director - Information Resources Division (IRD)

  • Jan 1988 - Jan 1990

  Lead the profit center providing tax return processing (DynaTax), payroll, and write-up services to CPAs and clients in the NC and SC. Also managed all the internal firm IT applications and support for this top 30 national CPA firm. Lead the profit center providing tax return processing (DynaTax), payroll, and write-up services to CPAs and clients in the NC and SC. Also managed all the internal firm IT applications and support for this top 30 national CPA firm.