

Chief Executive, Operation & Financial Officer
20+ years’ experience driving critical organizational change through comprehensive analytics and restructuring.
Accomplished, innovative, and growth-focused executive with an extensive background in driving organizational change management initiatives across a diverse portfolio of clients. Skilled in the development and implementation of strategies focused on business development, efficiency, cost reduction, and enhanced performance. Expertise in financial analysis to identify and remediate root-cause issues that drive organizational instability and inability to grow. Collaborative communicator capable of cultivating critical partnerships to promote cohesive business practices.
Highlights of Expertise
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Operational Management
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Relationship Management
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Financial Restructuring & Management
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Sales Operational Leadership
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Strategic Partnership
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Performance Management
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Organizational Change Management
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Strategic Analysis & Planning
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Leadership & Development
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Training & Facilitation
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Business Development
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Continuous Improvement
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Organizational Restructuring
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Contract Negotiations

Career Highlights
Consultant/Director for The Nez Perce Tribe government affairs - successfully reorganized financial structures aligned with current casino regulatory standards realizing a 400% increase in revenue. Drove enhanced communications, decreased duplication efforts, reduced wasted, and increased productivity.
Author of the Psychology of Mergers & Acquisitions as part of the Lewis-Clark State College MBA Program.
Entrusted evaluator and professional expert witness to the Orange County Bankruptcy court and trusties in realistic valuation utilizing a Direct Capitalization Method. Increased the state’s largest insurance agency value by 200%+ by strategically directing the company takeover.
Steered the accomplishment of increasing a sales force to 300 establishing a minimum of two policies sold per day per employee to perform above industry average.
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Re-engineered a dynamic sales department by establishing marketing programs, implementing aggressive sales techniques, digitalizing lead-forwarding program, and designing commission structures driving production by 200%.
Successfully executed security consultancy for high-profile clients including San Onofre Power Plant, Newport Beach Police Department, Ritz Carlton Hotel, the Laguna Beach Art Museum, and multiple celebrities.

Professional Experience
Senior Security Consultant
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Security officer trained in airport security in the Israeli Airforce.
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Author of the Social Psychology Behavior of a terrorist.
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Taught courses as part of the Social Psychology Behavior of a terrorist for the department of homeland security.
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Successfully executed security consultancy for high-profile clients including San Onofre Power Plant, Newport Beach Police Department, Ritz Carlton Hotel, the Laguna Beach Art Museum, and multiple celebrities.
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Senior Consultant for Protection One
I identified Home security system companies and markets for products to grow at higher rate during the forecast period I identified the revenue stream of the monitoring and purchased smaller companies with a multiplier that will produce instant revenue and increase the projected growth of the home security system market for products while attributing to the increases penetration these systems in emerging economies and the rising adoption of do-it-yourself (DIY) products. Additionally, the proliferation of and the integration of wireless technology are a few factors that fuel the implementation of home security products across different households.
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For Profit Solutions
President, CEO and Senior Consultant, (2000 - Present)
Provide comprehensive analysis of business processes to identify key operational deficiencies, areas to optimize revenue, and financial improvements within diverse industries. Serve as a Subject Matter Expert in the organizational change management as well as the development of promotion response models, sales force sizing structures, incentive design, and the establishment of goal setting strategies for performance enhancements. Oversee the execution of projects based on client needs and specifications. Design model and analysis framework. Cultivate key relationships as the primary point of contact for client concerns. Mentor and develop consultants on advanced analytics and the definition of targets. Support organizational objectives associated with talent acquisition, learning and development, and best practices.
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Accutrust, Roseville CA
Chief Financial Officer (2014 - Present)
Direct the day-to-day financial operations and performance focused on redesigning the financial structure and driving business development opportunities while aligning financial practices with regulatory standards. Analyzed company practices to identify process and reporting gaps. Developed and implemented policies and procedures governing the administration of company expenditures.
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Slashed overhead by 27% by converting non-essential personnel to independent contractors.
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Stimulated a 32% increase in income through the establishment
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Great Western Insurance Services, Irvine CA
President & CFO (1990 - 2000)
Revamped and oversaw Sales Department; established new marketing programs, aggressive sales tactics, computerized leads forwarding program, and commission structure to double monthly production to 15,000 policies / month.
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Hired and trained 25 – 50 employees per month to increase the sustained sale force to 300 with minimum of two or more policies sold by each employee per day (200% industry average)
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Collaborated with office managers on daily basis to improve performance levels and directed advertising to targeted customers as more client-specific product became available.
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Developed and managed Sales Department budget of $60M / year.
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Conducted market analysis to improve use of advertising dollars and diminish time-consuming alimentations pre-qualification on the phone; improved closing ratio and reduced cost per lead.
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Developed marketing programs for TV, radio, and print media.
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Directed takeover of the state’s largest insurance agency.
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Established a complete Commercial Department; coordinated, prioritized, and oversaw commercial projects, developed and managed the departmental budget, hired and trained employees, and conducted safety & compliance code courses.
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Five Starr Properties, California, Idaho, Washington
President & CEO (2001 - 2007)
Oversaw the daily operations of a $19.5M real estate development and property management venture. Liaised with institutional and independent financial entities to negotiate contracts. Drove fundraising activities with organizations and individuals to support new projects. Oversaw the sale and acquisition of properties. Provided leadership and direction in the building development projects. Facilitated permits and land use by engaging with city officials.
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Drove a 70% increase in occupancy in a 54-unit apartment building enhancing revenue by $15.8 per month positioning the property for sale generating a profit of 275%.
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Achieved an 84% profit on a 31-unit multi-family housing complex by increasing occupancy by 22% and monthly revenue by 55%
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Spearheaded a mobile home park development with a market value of $480K leading to a 228% ROI.
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Gained 245% ROI renovation of a purchased property to a medical facility with state-of-the-art environmental and safety standards.
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Developed and executed a comprehensive exit strategy.
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Additional Experience
Professor of Economics, Statistics, Business administrations & Management (MBA) - Lewis Clark State College
President &CFO - Great Western Insurance Services, Inc.

Education & Certifications
Education
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Ph.D. in Social Psychology â–ª Tel Aviv University, Tel Aviv, Israel
Master of Business Administration â–ª Tel Aviv University, Tel Aviv, Israel
Bachelor of Mechanical Engineering â–ª ORT Technical Institute, Rehovot, Israel
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Certifications
Licensed Risk Management Agent - CIC commercial Designation â–ª Israeli Air Force
Pilot â–ª Licensed FAA Commercial Pilot