


Sales Manager in the Century City, CA Office (9th largest in firm), “Branch of the Year” for 2007 based on revenue and asset growth ($48mm/$7.6B). In 2008, our branch was #1 ranked for FA recruitment.
Directed development of a training infrastructure (TeamWorks Group) for FA Teams with a staff of 6; and co-developed a coaching infrastructure for FA Practices (Sales Development Group).
Team Leader in development and migration of a new FA Teaming Model to Mountain West, Mid West and Asia Pacific regions and consulted on the full range of practice management competencies.
My firm was focused on providing advice on business processes. Clients: Alcoa, General Instrument, Merrill Lynch, Motorola, Matsushita (Panasonic), Siemens; projects undertaken in US and Asia. In 1998, we expanded into ActionAPPS Inc., to provide web-based appraisal and assessment services and conducted extensive ISO certification surveys and 360 assessments world-wide.
As senior American training executive, I managed three training centers (CA, Chicago and NJ) for North American operations (22 companies/15,000 employees) and designed a Global Development Program to prepare executives for international rotation, including a cross-cultural assimilation program.
Maintained 1st quintile ranking in new accounts for two years in direct production.
Developed system-wide high school remedial Social Studies program, head coach of track and field.

Contributing Author: “The Effective Manager” (New York Institute of Finance,
1991)
Author: “The Customer Satisfaction Handbook” (1994) (English and Spanish)
Over 20 Training Manuals and Program Materials on various business topics

The Institute for International Research, “Communicating Across Business
Functions”
The Conference Board, “Kaizen Practices”
The New School for Social
Research, “Cross Cultural Issues in Business”
American Management Association,
“360 Assessment Practices”
Matsushita Overseas Training Center, “Training
Practices in the United States”

1974 Bachelor of Arts in History Fordham University
1977 Master of Arts
in Teaching Fordham University Graduate School of Education
Licenses: Series
7, 66, 9, 10, CA Insurance and NJ Real Estate Licenses

Myers Briggs MBTI and Kolbe
Permanent Certification in Secondary Education/Social
Studies (NY, NJ)
Kaizen Training, Psychological Associates, Dimensional Interpersonal & Sales
Skills Programs; Strategic Management
Group, Strategic Thinking & Planning
Program; Zenger-Miller, Frontline Leadership Programs; Blessing-White,
Managing
Personal Growth Series; Forum Corporation, Exceptional Sales Practices Programs

Quality (Deming Institute), Operations Management (Columbia University)
Kaizen (Sanno Institute), Systems Management (Index Institute)
Project Management
(KepnerTregoe), Multinational Strategy (Wharton)
Dynamics of Organization
Program (University of Pennsylvania)
International Finance Program (Fairleigh
Dickinson University)
Organization Development & Human Resource Management
(Temple University)
Resume PDF (Portrait Orientation)