Summary

Action-oriented, GE-trained business development executive with a passion for driving new growth. Powerful strategist with ability to map creative business visions and translate them into executable plans. Exceptional communication skills, persuasive selling ability, executive presence, and general business acumen. Proactive deal-maker leading transactions from origination through analysis, due diligence, structuring, negotiations, and close.

Corporate Officer responsible for identifying, evaluating, executing, and overseeing new strategic partnerships, existing partnerships, potential mergers and acquisitions, and opportunities to expand transaction processing business for the world’s largest and most diverse financial exchange – a $30B, S&P 500 company.

· Led, analyzed, and negotiated a night-hours ASP trading arrangement for the Korean KOSPI 200 Futures contract in a first-ever international trading deal by the largest Asian financial exchange securing board approval and sign-off by Korean Deputy Prime Minister through skillful cross-cultural negotiations in Seoul and Chicago expected to generate $3mm in incremental 2010 revenue and positions CME for further expansion into an explosively growing region.

· Developed the company’s “Phase One” Transaction Processing Services business plan providing a prioritized roadmap to address the remaining $5B in current worldwide derivatives exchange transaction revenue opportunities; led analytics effort, tapped cross-functional internal expertise and built consensus across CME leadership over a 3-month period in 2007 meeting 1Q deadline resulting in active deal discussions with 5 of our top-10 identified targets and landing two tangible deals (BM&F & KRX) initially estimated to generate $10mm in 2010 revenues.

· Captained a company-wide deal team to form FXMarketSpace™ 50/50 joint venture with Reuters creating the world’s first centrally-cleared global foreign exchange marketplace with a $90mm minimum capital commitment by marshalling finance, tax, regulatory, clearing, operations, HR, and legal resources through a 9-month process from structuring through negotiations, closing and funding; Also responsible for ongoing alliance management and support for FXMarketSpace JV.

Executive-Band quarterback for deal teams on global mergers and acquisitions transactions including JV’s, portfolio plays, and business divestitures for a $5.5B financial services division. Point-person for strategy formulation and strategic marketing engagements across $16B in leased transportation assets.

· Led Project GOLD (~$550mm non-core asset divestiture) coordinating I-Bank, accounting, operations, legal, and tax resources to prepare offering memorandum, data room, and carve-out valuations, positioning business to generate 3rd-quarter $70mm gain on sale.

· Developed game-changing privatization acceleration plan for GE’s Intermodal business segment through strategic analysis and financial forecasting which is currently confronting changing industry dynamics, stemming losses on $50mm in outdated idle assets and mitigating a $15mm annual income risk.

General Manager/CEO of new growth business in burgeoning $80B telematics market. Personally built and managed staff of ten full time employees along with dozens of contractors, proving commercial viability of VeriWise™ product & service offering for GE. Led all aspects of Asset Intelligence business execution including resource acquisition, management reporting, staffing, strategy, and third-party deals under $3mm budget.

· Originated, negotiated, structured, and closed $1mm joint development deal with SAIC, validating technological viability of global marine container tracking & intrusion detection and tapping a 10mm unit 10-year market opportunity in collaboration with US Department of Homeland Security.

· Rescued critically mired new product introduction by bucking conventional wisdom and executing $750k supply deal with potential competitor, securing unlimited volume of off-the-shelf cargo sensors at $300 per-unit cost reduction and enabling 80,000 customer sales pipeline several months ahead of competing product launch.

Senior Professional-Band leader for deal teams on global mergers and acquisitions transactions including JV’s, portfolio plays, and business divestitures for GE Equipment Services $5.5B financial services division.

· Led Project HAWAII ($110mm Canadian divestiture) deal team including tax, finance, risk, legal, and HR resources delivering private equity buyer to contract phase at 7.1x EBITDA valuation ($12mm after-tax gain), exceeding manager challenge of 6.5x.

· Created and sold business strategy to capitalize on emerging “high IQ” telematics tracking technology and transform GE’s commodity asset leasing businesses into high-margin service providers, culminating in commercial launch of GE Asset Intelligence under a $3mm year-one budget.

· Managed outside consulting resources and internal project team executing three-month business strategy project for GE Rail Services including value-chain analysis, customer feedback solicitation, and six-sigma based idea prioritization resulting in three actionable service plays, which generated $2mm in incremental ’04 income.

Charged with originating, negotiating, closing, and managing strategic alliance & partnership deals for newly-created GE Capital e-Business group. Provided support and oversight for e-Business strategy development and execution to upper management along with a sub-set of 28 financial services business units.

· Struck alliance deals generating $1.1b incremental sales leads from 30,000 additional users of GE Capital portal sites.

· Assumed leadership of cross-functional team of 9 GE employees along with two outside consulting firms, redesigning GECapital.com site and creating GETrucking.com and GECFOSolutions.com Web portals on a staggered three-month development schedule.

Directly supported CFO and CEO with financial reporting, business analysis, valuations, M&A screening, modeling and overall project management across all corporate functions including critical involvement in the May ‘99 IPO.

· Built and pitched bottoms-up business plan securing competitive European beachhead and pre-empting Financial Times foray into online news delivery through international collaboration with operations, editorial, finance, and IT staff, securing additional $17mm post-IPO funding from investor syndicate including 3i, Barclays, Chase, and Intel.

· Work cited in numerous publications including Miami Herald, Philadelphia Inquirer, Kansas City Star, and Investor’s Business Daily; also published in Individual Investor, ABC News.com, Online Investor, and Indiana Business Magazine.

· Personally gathered and managed over $20mm client assets among approximately 300 accounts over four years, generating annualized gross revenues of $180,000.

· Hosted weekly live, in-studio market review segment answering call-in questions on WSJV-TV.

· CME Innovation Award for foreign exchange trading process patent contribution in 2006

· Graduate of GE’s Manager Development Course (MDC) at the firm’s Crotonville training center by invitation of upper management in 2001.

Summary

Professional Experience

Additional Experience & Awards

Education