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Advisor to CEOs and organizational leaders, (Strategic Planning, Tactical Action Plans, Marketing, Operations, Organizational Development) repeatedly producing new and sustained revenue and EBITDA growth in dynamic and changing markets.  Proven leader and team visionary accomplished in carrying the vision to employees from 5 to 2500.  Extensive experience in turnarounds and reengineering advanced stage businesses.


“An established consultant and senior executive in both the profit and not for profit sectors, Joe has worked with advanced stage and mature companies, as well as start-ups and early stage ventures. His diverse consulting experience (including the high-tech market, software products and services, manufacturing, healthcare, real estate development, retail, restaurant chains, and a national non-profit high visibility organization) provides a valuable cross-industry knowledge and skill bank from which to draw. Joe’s distinctive combination and coaching expertise in leadership, strategic planning, organizational design and development, marketing, human resources, and business process architecture, qualifies him to take companies to the next level of growth. His approaches are balanced by his expertise with growth strategies, brand marketing, change management, restructuring, process re-engineering and integration, and staffing at all organizational levels; ensuring that human assets and core competencies are leveraged while continuity is preserved.  His action plans reflect both the macroscopic vision as well as the microscopic outcomes desired, and are based on thorough analysis ensuring accurately targeted tactical solutions. Joe is driven by performance results and specializes in positioning companies for accelerated growth and unprecedented return on equity.”

                                    

Peter M. Hekman, Jr., Three Star Vice Admiral (Ret.) U.S. Navy

 

Leadership Development ▪ Operations ▪ P&L Management/Budget Planning

Staff Development & Succession Planning ▪ Strategic Planning ▪ Performance & Quality Standards

Customer Satisfaction & Allegiance ▪ Operational Excellence ▪ M & A Transition Management

Brand Image, Marketing, Sales/Distribution, Customer Service

 

Client Experience

 

Quantum²™ - Principal, Consulting                  Del Mar, CA                             2000 - Present

 

 

Corporate Consulting Experience with Start-Up and Advanced Stage Companies

 

 

Leadership/Vision/Coaching/

Organizational Development

 

 

 

Strategic Growth/

Profit/Equity Value/

Exit Strategy

 

 

 

Financial Management/

Performance Measurement

 

 

 

Brand Marketing

 

 

Ø        Financial Analysis, Administration and Operations, Strategic Planning, Product/Service Distribution, Brand Marketing, Business Development, Technology Integration, and Leadership Coaching for client companies

 

Ø        Turnaround project requiring complete reengineering of entire organization.  Significantly improved local and national media, donor, and public image.  Completed a thorough functional analysis process that changed organizational focus, design, and mission objectives

 

Ø        Analyst, architect, and engineer of strategic growth plan that transformed an undervalued and underperforming software company into an equity wealthy venture that will triple company value

 

Ø        Lead the vetting and staffing effort to replace every top senior executive that will produce double revenue and a 25% decrease in expenditures

 

Ø        Established a national brand presence as a result of closing a partnership agreement with a global leader adding potential increased revenue of $20M

 

Ø        Coached CEO’s to significantly raise the bar on earning objectives and organizational performance

 

 

 

 

Corporate Experience 

 

P & L - $50M budget accountability for nine years with direct staff of five with overall responsibility for over 2500 employees

 

 

Metropolitan Council, St. Paul, MN  (Business Consultant)                                      1998-2000

 

Human Resources/

Ø        Acknowledged by senior employment law attorney within a government agency as the finest investigator and writer of legal positions for highly sensitive charges and litigation

Litigation Prep

Ø        Sought-after expert on employment/labor law issues

 

Ø        Recognized as fair arbitrator of employment solutions and conflict resolution, resulting in zero formal complaints filed with the state, federal, or district courts or agencies 

 

The Goodman Group, Chaska, MN  (Exec. V.P. level Consultant)                            1996-1998

                                                   Consultant to six divisions- $500 Million Revenue

Executive Leadership

Ø        Chosen by President as executive team leader who facilitated the group process of achieving company financial objectives while preserving departmental goals 

       

Ø        Consulted nationally to assist senior executives, facility administrators, and management to find solutions to serious organizational issues  (2500+ employees)

 Organizational Design /Staffing

Ø        Enhanced and maintained a cutting-edge corporate image and high performance by recruiting top talent to the organization and coaching existing executives

     

Boston Market, Fortis Financial, Quadion  (Exec. V.P. level Consultant)                 1995-1996

 

HR/

Ø        CEO hired for building out Boston Market national brand that netted millions of dollars upon exit and close of transaction

Staffing/

Ø        Vetted and staffed Vice President positions at national insurance company

Business Analysis

Ø        Lead a production performance research project saving millions to large manufacturer

 

 

Tom Thumb, Hastings, MN  (Exec. V.P. level Organizational Development)           1986-1995

                                                  $250 Million Revenue- 2500 Employees

Customer Service/

Ø        Cut over $2M in costs by cutting expenses and renegotiating contracts and vendor agreements

Litigation Prep

Ø        Saved over $1.5M in expenses by reducing workers compensation and unemployment compensation experience modification

Team/Culture

Ø        Developed a performance management system resulting in a 15% reduction in turnover

 

Davanni’s, St. Louis Park, MN  (Operations Mgr.- Dir. Org. Dev.)                            1980-1986

 

Continuous Improvement/

Ø        Developed a nationally recognized leadership/management training program that was revolutionary in this business category

Team/Culture/

Operations

Ø        Created innovative training programs for entire company  resulting in a 75% improvement in turnover as compared to industry standards

 

Ø        Taught Leadership, Strategic Planning, Operations, Marketing, and P & L accountability

 

 

Education/ Professional Affiliations/Awards

 

University of Saint Thomas, B.A. Business Administration, major in finance

Founder, Management Fellow Program, University of California San Diego CONNECT

Past Member, Board of Directors, Sales and Marketing Executives

President’s Award, Sales and Marketing Executives