Professional History
A timeline of my work history
Education
My formal education
Professional Skills
Skills I have amassed over the years
Sucessess
Significant achievements
Professional History
A Journey of Leadership, Growth, and Transformation
2024 – Present
Entrepreneur & Thought Leader, Equa Holdings, LLC
Pursuing innovative ventures and sharing expertise in leadership, strategy, and operational excellence.
2018 – 2024
Chief Operating Officer, Montana International, LLC
Spearheaded operations for a multi-unit hospitality business, securing a 20-year New York State contract.
Oversaw financial, operational, and strategic planning across a marina, golf courses, and event spaces.
2017 – 2018
Vice President of Operations – Executive Consultant, Valsoft Corporation
Directed acquisition strategies and integrations in the vertical software market.
Established scalable financial processes and operational best practices.
2015 – 2017
Executive Vice President, Caliber Public Safety (Harris Computer Corporation)
Turned around a struggling division, consolidating 11 businesses into a unified brand.
Achieved 20% profitability growth and set a foundation for sustained success.
2014 – 2015
Senior Executive Vice President, Harris School Solutions
Unified diverse business units under a $52M school solutions division.
Delivered a 42% EBITA margin through strategic leadership and innovative solutions.
2012 – 2014
Executive Vice President, Harris Administrative Management Systems
Revitalized a $28M division, integrating acquisitions and implementing customer-focused improvements.
Grew revenues by 25% through organic growth and operational efficiencies.
2008 – 2012
Founder & COO, Balsam View LLC
Launched and led a professional consulting and holdings company.
Developed and marketed a GPS safety product while managing diverse client engagements.
2002 – 2008
President & CEO, Shatter I.T. Global Services LLC
Built an international managed services technology company, achieving profitability in six months.
Designed innovative solutions for 24/7 system reliability.
2001 – 2002
Vice President of Engineering, Synacor Inc.
Led technology strategy and product development for major brands, including Budweiser and MLB.
Implemented streamlined processes to improve delivery timeframes and quality.
2000 – 2001
Vice President of Information Systems, Chek.com Inc.
Oversaw the technical direction of the world’s third-largest email provider at the time.
Established best practices for technology operations and infrastructure.
1998 – 2000
Senior Staff Specialist & Enterprise Architect, M&T Bank Corporation
- Formed and managed enterprise management systems, ensuring operational reliability.
- Advised the executive team on technical strategies to align with business goals.
1996 – 1998
Director of Information Systems, North American Health Plans
Directed technological growth and integration for a rapidly expanding health insurance provider.
Designed and implemented systems to comply with HIPAA standards.
In high school was was formally educated in Advertising Arts, after which my strong math and science skill lead me to pursue Computer Science. Over the years, technology became secondary to business, finance and management.
Medaille College – Buffalo, NY
Bachelors in Business Administration (BBA)–Magna Cum Laude
Related Studies–Ethics, Commerce, Business Strategies
State Universtity of New york at Buffalo – Buffalo, NY
Studies: Major- Computer Science, Minor-Mathamatics
EriE Community College – Buffalo, NY
Studies : Computer Science and Mathematics
Professional Skills
Business turn-around through financial and operational analysis and the establishment of business and sales strategies, market branding, process improvement and financial best practices
With 10 initiated and facilitated mergers and acquisitions totaling over $210 million in invested capital, I have developed pre and post acquisition strategies, and techniques that successfully assimilate the acquired companies, strategically, culturally, finically and operationally into the business
Extensive professional experience in business development, operational efficiency, project management and online marketing strategies across a number of industries
Proven success in the analysis and alteration of products and operations to achieve optimal profit and reduce expenses
Mentor and develop staff into corporate leaders with focus on time optimization, planning and organization skills, succession planning and maintaining a work life balance
Innovative technology visionary and strategist with years of product and solutions successes and expertise
Superior planning, management, communication and leadership skills
Financial responsibility, management, analysis and metric development expertise, yielding high earnings and predictable growth
International operational, managerial and business experience in Hong Kong, Singapore, Indonesia, France and Canada
Significant experience interacting and maintaining relationships with Fortune 500 partners from both a product development and service perspective
Significant product, site, application and process design and development experience for commercial and enterprise products, systems, websites, vertical markets, cloud and mobile solutions
Solid ISO process and audit business and product development knowledge, skills and experience
Current working and technical knowledge of many of the leading tools, systems, hardware and network components and architectures
Executive Leadership & team Development
Guiding diverse teams with visionary leadership and mentorship to achieve organizational excellence and foster a culture of growth.
Corporate Governance & Compliance
Ensuring accountability and transparency through robust governance frameworks and compliance expertise.
Strategic Planning and Business Turnaround
Transforming businesses by crafting and executing strategic plans that restore profitability and enable growth.
Business Transformation & Innovation
Driving operational efficiency and innovation through strategic solutions that deliver measurable and sustainable results.
Mergers and Acquisition Preparation and Planning
Successfully orchestrating over $210 million in acquisitions with meticulous planning and integration strategies.
OKRs & Success Metric Development
Developing and implementing success metrics to align objectives and drive performance across organizations.