CLIENTS

Consumer Products

  • Carnes Nubles (Chile)- Oversaw a group of Wharton MBA and University of Adolfo Ibanez students in developing a business plan to sell beef in the US.  Provided introductions to distributors in Central America and Latin America.

  • Topy Top (Peru)- Oversaw a group of Wharton MBA and University of Pacifico students in developing a business plan to sell tee-shirts in the US.  Provided advice for opening stores in the US.

  • Vina Tacama (Peru)- Oversaw a group of Wharton MBA and University of Pacifico students in developing a business plan to sell wine in the US.  Also provided introductions to distributors in the US.

  • Specialty Foods (Pennsylvania) – Developed business plan to sell specialty food products such as Frank Sinatra spaghetti sauce.

  • Watts (Chile)- Oversaw a group of Wharton MBA and University of Adolfo Ibanez students in developing a business plan to sell food products in the US. 

  • Waygu Beef (Chile)- Oversaw a group of Wharton MBA and University of Adolfo Ibanez students in developing a business plan to sell beef in the US.  Provided introductions to distributors in Central America and Latin America.

E-COMMERCE

  • Academy One (Pennsylvania)- Develop marketing  and business plans for online service to assist college students transfer from one school to another.
  • Avid Learn (New Jersey)- Developed a business plan for an e-learning company.
  • Big Mall (New York)- Developed a business plan for an e-commerce company that sold retail products.
  • Celebra (Pennsylvania) - Developed and implemented a business plan for a telecommunications marketing company.
  • Chemera (Pennsylvania) - Developed a business plan for an e-commerce company that sold parts to chemical and pharmaceutical manufacturers.
  • CityLine (Pennsylvania) - Developed a business plan for a company that sold advertising through television stations.
  • Cruise411 (Pennsylvania) - Developed business plan for one of the three largest online cruise agencies to raise capital.
  • dotPhoto (New Jersey) - Developed and implemented strategic partnerships for online digital photo developer. One of top five digital film firms in the US.
  • ExpertSpeakers (Pennsylvania) - Developed and implemented the business plan to market business professionals as speakers to business focused non-profits.
  • ForAnyone (California) - Developed and implemented a plan to selling consumer products online.
  • GiftsWithLove (Pennsylvania) - Developed a business plan for selling religious gifts online.
  • Global Multi-Media (Pennsylvania) - Developed business plan to raise capital to CD and other items over the Internet.
  • ImportantLaw (Pennsylvania) - Developed a business plan to launch an e-commerce service to sell legal information for trust and estate planning.
  • Interactive Loan Network (Pennsylvania) - Developed a business plan to launch an e-commerce service to allow companies to apply for bank and other types of financing through the Internet.
  • LooknBuy (Italy) - Developed a business plan for an online company that sold products made by Italian artisans.
  • Miramax Studios (New York) - Developed a technology plan for an online community to acquire independent films. A division of Disney, a New York Stock Exchange company.
  • Minorityvendor (Pennsylvania) - Developed a business plan for Fortune 1000 companies to send business opportunities to minority vendors.
  • MySeniors (Pennsylvania) - Developed a business plan for this site focused on senior citizens.
  • NetSolutions (New York) - Developed a business plan to sell consumer products online.
  • PAArtist Entrepreneur (Pennsylvania) - Developed and implement plan to educate artist how to start their own businesses.
  • Printer Alliance (Pennsylvania) - Develop a marketing plan to sell printing services online.
  • Promotion Ventures (Pennsylvania) - Developed and implemented a business plan to find inventions that could be used as promotional products.
  • Q-East (California) - Developed a business plan to buy telecommunications online.
  • RFP Market (Massachusetts) - Developed and implemented and assisted in raising funding for an online company that sent sales leads to small businesses around the world.
  • Specialty Foods (Pennsylvania) - Developed a business plan to sell specialty foods online.
  • Silver Carrot (New York) - Developed a Web Site plan for an e-commerce gift fulfillment company.
  • Sweep Stakes Mania (New York) - Developed a web site plan to sell advertising and prizes online.
  • The ArtBiz (Pennsylvania) - Developed and implemented plan to provide artist with access to marketing databases.
  • Unruh Turner Burk and Frees (Pennsylvania) - Developed a business plan to market legal information.
  • USBizBooks (Pennsylvania) - Developed and implemented plan to market business books and their authors to the media, trade associations and business executives.

ECONOMIC DEVELOPMENT

  • Montgomery County Economic Development Corporation (Pennsylvania)- Developed a business plan.

ENERGY

  • Ecom-Energy (Pennsylvania) - Developed a business plan to sell e-commerce services and consulting to the energy industry.

  • IceTec (Delaware) - Developed a business plan to sell software that monitor energy for large freezer warehouse facilities.

  • PMC Biotech (Pennsylvania) - Developed a business plan to raise outside funding.

FINANCIAL SERVICES

  • 4LIFE (Delaware) - Developed business plan for financial services firm to raise expansion capital.

  • Bellrock Capital (Pennsylvania) - Served as outsource chief marketing officer.

  • BizLaunch (Delaware) - Developed and implemented a business plan to help banks attract entrepreneurs.

  • College Now (New Jersey) - Redeveloped the business plan for a company that helps families buy pre-paid college tuitions through out the United States.

  • Delta Pacific Financial Services (California) - Developed a business plan to raise money for this new mortgage banking business.

  • Diversity Funding (Pennsylvania) - Developed a business plan to help minority companies raise capital from banks and factors.

  • Financial Muse (Delaware) - Redeveloped the business plan for the largest provider of financial information for women in investors.

  • GE Investments (Connecticut) - Developed a marketing plan to sell their mutual funds online. A division of a New York Stock Exchange company.

  • Interactive Loan Network (Pennsylvania) - Developed business and operating plan.

  • InvestorForce (Pennsylvania) - Developed the business plan and marketing strategy for Investorforce, which provides online services for money managers, pension consultants and pension funds.

  • NetAutoBuy (Delaware) - Developed a business plan to send car loan requests to banks.

  • Panamerican Stock Exchange (New Jersey) - Developed a business plan to list Central and South American public companies on one stock exchange.

  • Praxis Capital (Pennsylvania) - Served as outsource chief marketing officer and worked on business development.

  • Prompt Payment (Pennsylvania) - Developed and implemented the business plan for a services that funds the suppliers of Fortune 1000 companies.

  • Raven Investments (Pennsylvania) - Developed a business plan and made business introductions.

  • Roffman Miller (Pennsylvania) - Developed and implemented a marketing plan for Roffman Miller a money manager.

  • Singer Asset Finance (Florida) - Developed and implemented a Internet strategy for the largest buyer of structured settlements in the world. A New York Stock Exchange company.

  • S.R.One (Pennsylvania) - Developed and implemented a Internet strategy for Glaxo SmithKline venture capital fund.

  • Tax Lien Exchange (New Jersey) - Developed a business plan for the country's largest tax lien exchange.

  • Turner Investment Partners (Pennsylvania) - Developed and implement an Internet strategy for $10 billion in assets money manager.

  • U-Pickit (Delaware) - Developed and implemented a business plan to sell lottery tickets through the Internet.

HEALTH CARE

  • Body IQ (Pennsylvania) - Developed a business plan for company that franchises an exercise company.

  • ECRI (Pennsylvania) - Developed a marketing plan for the leading company in evaluating medical technology in the world.

  • Evolution Studios (New York) - Developed business plan to raise capital for a chain of high end exercise studios.

  • Great Skin Care (Pennsylvania)- Developed a business plan for company that sells cosmetics online.

  • Institute of Biotechnology (Pennsylvania) - Developed and implemented a business plan to develop new pharmaceutical products.

  • Orthobond (New Jersey) - Developed a marketing plan to attract outside capital and professional advisors to this early stage medical device development company.

  • PharmaBiosource (Pennsylvania) - Developed a business plan to sell excess pharmaceutical manufacturing equipment over the Internet and catalogue manufacturing equipment at pharmaceutical plants.

  • Roger Green & Associates (Pennsylvania) - Developed a business plan to perform marketing studies for pharmaceutical companies online.

  • The Medguide (Pennsylvania) - Developed a business plan to develop web sites for physicians in order for pharmaceutical companies to market their products through.

  • Ultra Voice (Pennsylvania) - Conducted a marketing audit and developed a plan to increase sales for a company that provides artificial larynx.

HUMAN RESOURCES

  • Kaplan & Associates (Pennsylvania) - Developed a marketing plan for one of the top executive search firm in the Philadelphia area.

  • Rosen Group (New Jersey) - Developed and implemented retention strategy for one of the top human resource consulting firms.

  • Review Net (Pennsylvania) - Developed and implemented a marketing and strategic partnership strategy for a company that evaluates computer programmers online.

  • Right Management (Pennsylvania) - Developed Internet web site marketing and development strategy for the largest outplacement firm in the world and a New York Stock Exchange company.

  • Web Study (Pennsylvania) - Developed a business plan for an online education company.

INFORMATION SYSTEMS

  • BCS Solutions (New Jersey) - Developed and implemented a marketing plan for an IT consulting firm.
  • BurstNet (Pennsylvania) - Developed business plan for web site hosting company to raise expansion capital.
  • Data Services Group (Pennsylvania) - Developed a web site development plan, a request for proposal and identified potential web site developers for this leading health data capture company.
  • Dynamic Digital Services (Pennsylvania) - Developed a marketing plan for an IT consulting firm.
  • Innovative Consulting Group (Pennsylvania) - Developed a client retention and marketing plan for an IT consulting firm.
  • Management Consulting Group (New Jersey) - Developed and implemented a marketing plan for this IT strategic consulting consultancy.
  • OmPay (Pennsylvania) - Developed and implemented a marketing plan for OmPay, which is the largest provider of transportation smart cards in the United States.
  • Scientific Software Tools (Pennsylvania) - Developed and implemented marketing plan to obtain meetings with Pharmaceutical Companies.
  • Softwrite Computer Systems (Pennsylvania) - Developed a business plan for an IT consulting firm.
  • U1.Net (Pennsylvania) - Developed new web site plan to generate new business and re-wrote the information for the web site.
  • WPL Laboratories (Pennsylvania) - Developed a business plan for an Internet consulting firm.
  • Xceed (New York) - Developed a marketing plan for an Internet consulting firm. A NASAQ public company.

 

INSURANCE

 

  • Enhance Life Benefits (New York) - Developed and implemented an Internet marketing plan . A division of a New York Stock Exchange company.
  • Fidelity Title Insurance (Illinois) - Developed a marketing and client retention plan for title insurance company. A New York Stock Exchange company.
  • Kemper Auto Insurance (Pennsylvania) - Developed a marketing and customer retention strategy. A New York Stock Exchange company.

MANUFACTURING

  • CMPC (Chile) - Lead a group of Wharton MBA's to develop a business plan to increase the business of this multi-billion dollar Chilean paper company in the US.

  • TopyTop (Peru) - Developed a marketing plan with the graduate students at the Wharton School of business to increase sales for one of the largest clothing manufacturers in Latin America.

  • Yardley Farms (Pennsylvania) - Developed and implemented marketing plan to sell eggs to food companies.

 MARKETING
  • Adzup (New Jersey) - Developed business plan to raise capital and marketing plan to attract clients.
  • Azuna (Pennsylvania)- Developed business plan to raise capital.
  • Circa Health Care (Pennsylvania) - Developed strategic plans to grow this health care advertising/marketing firm.
  • Hemisphere Group (Pennsylvania) - Develop and implemented a customer retention strategy for a company that provides marketing services to the biopharmaceutical industry and served as an advisor to the president.
  • Paragon RX (Delaware) - Develop strategy for acquiring investment.
  • Promotions by Design (Pennsylvania) - Developed and implemented a marketing and customer retention plan for a company that develops and sells specialty gifts for pharmaceutical product launches.
  • Promotion Ventures (Pennsylvania) - Developed a business and web site plans to launch a web site to market inventions.

MEDIA

  • CookieDalmatian (Pennsylvania) - Developed and implemented a web site and marketing plan to market this publisher of children's mystery books.
  • Latin Beat (California) - Developed a business plan to raise outside capital and/or attract an acquirer for this national music magazine focused on the Hispanic market.
  • Pennsylvania Publishing Group (Pennsylvania) - Developed and implemented plans to turnaround two regional magazines (Business Philadelphia & Seven Arts).
  • Technology Times (Pennsylvania) - Developed and implemented a business plan for a national technology business newspaper that was profitable every year.

PROFESSIONAL SERVICES

  • Bovarnick and Associates (Pennsylvania) - Serve as outsource chief marketing officer for this boutique law firm.
  • CBIZ (Pennsylvania) – Coached a principal on marketing and networking.
  • Clarify (Pennsylvania) - Developed a newsletter.
  • Cozen & O'Connor (Pennsylvania) - Served as an expert witness for national law firm for an Internet focused client.
  • EZ Practice (Pennsylvania) - Developed a business plan for a company that provided software services for law firms.
  • Goldenberg Rosenthal (Pennsylvania) - Developed marketing plan for regional accounting firm.
  • GFO Consulting (Pennsylvania) - Served as outsource chief marketing officer for a firm that provides interim chief financial officers and treasurers.
  • Global Arena (Pennsylvania) - Developed a marketing plan and developed strategic partners for one of the US's leading cross cultural consulting firms.
  • Legal Scripts (Pennsylvania) - Developed a business plan for a company that provides access online to depositions for litigators.
  • McBride Shopa (Delaware) - Developed a marketing plan for this accounting firm, which is one of the largest in the state of Delaware.
  • Palani Consulting (Pennsylvania) - Developed and implemented marketing plan for seminar series.
  • Rosen Group (New Jersey) - Developed a marketing plan to increase sales for this human resource consulting firm.
  • Roger Green and Associates (Pennsylvania)- Develop a business plan to raise capital for a company that does pharmaceutical product price strategy.
  • US Security Care (Pennsylvania)- Develop and implement monthly newsletter.

REAL ESTATE

  • Arcus Design (Pennsylvania) - Developed a business plan to provide online access for companies to figure out how much space and furniture you need.
  • E-Facilities (Pennsylvania) - Developed a business plan to manage pharmaceutical facilities online.
  • E-Track (Pennsylvania) - Developed a business plan to provide access to commercial real estate contracts and service providers.
  • HomeNet Solutions (Pennsylvania) - Developed a business plan to allow home owners to find contractors to fix problems.
  • Israeli Incubator (Israel) - Developed a business plan for a business incubator.

RETAIL

  • Hamel-Lucas (Delaware) - Developed business plan to raise capital for a high end gourmet food store chain.
  • OTG Management (Pennsylvania) - Developed a business plan to raise additional capital for one of the largest airport restaurant management companies in the US.
  • Tilghman Enterprises (Pennsylvania) - Develop marketing plan to sell art work.
  • Vina Tacama (Peru) - Developed a marketing plan with graduate students at the Wharton School of Business to increase sales for the oldest winery in the Western Hemisphere.
  • Penn State Technology Development Center (Pennsylvania) - Developed a business plan for a business incubator.
  • Padies (New York) - Developed a business plan to provide owners of homes in foreign countries with access to prescreened contractors.
  • Unruh Turner Burk and Frees (Pennsylvania) - Developed a business plan to market legal information.
  • UnReal Marketing (Pennsylvania) - Developed business plan to raise outside capital.

SOFTWARE

  • Basis Software (Pennsylvania) - Developed a business plan for a company that developed an objected oriented program in Java to extract data from databases written in different programs.
  • Blue Wave (Pennsylvania) - Developed a marketing plan to sell software to the travel industry.
  • EZ Practice (Pennsylvania) - Developed a business plan to raise capital for legal software company.
  • FastLane Software (Pennsylvania) - Developed and executed marketing plan for company that provides software to construction contractors.
  • Icue (Pennsylvania) - Developed an operating plan for software development company.
  • Impact Systems (Delaware) - Developed a business plan for a company that develops software for document management.
  • Loon Technologies (Pennsylvania) - Developed a business plan for a company that provides project management software.
  • MicroEDS (Pennsylvania) - Developed and implemented a marketing and customer retention plan to sell software and consulting services to the pharmaceutical industry. A Fast 50 Company.
  • NetBloom (Denmark) - Developed a business plan for a company that developed software to increase download times of web sites for computers that only use a dial up modem.
  • RippleTech (Pennsylvania) - Developed and implemented a marketing plan for this developer of computer server security software.
  • Selliquest (Pennsylvania) - Developed and implemented a marketing plan for this developer of marketing/sales software developer for the pharmaceutical industry.Scientific Software Tools (Pennsylvania)- Developed marketing plan and made business introductions.
  • Visionary Software (Pennsylvania) - Developed a business plan for a company that provides project management software. Web Ally (Pennsylvania) - Developed a business plan for a company that creates client management software for various verticals.

TRADE ASSOCIATION

  • Baltimore Private Investors Group (Maryland) - Developed the business plan to start an investors angels network in the Baltimore-Washington area.
  • Central Pennsylvania Technology Council (Pennsylvania) - Developed and implemented a business plan to turnaround this 200 member organization.
  • Eastern Technology Council (Pennsylvania) - Developed and implemented a business plan that grew the organization from the six founding members to 1,100 corporations and millions of dollars in revenue.
  • National Association of Seed Venture Funds -(Pennsylvania) - Developed and implemented marketing plan for national conference and edited the national newsletter.
  • New Jersey Technology Council (New Jersey) - Developed the business plan for a new technology council that grew from the founding board members to 1,200 plus corporations.
  • Pennsylvania Private Investors Group (Pennsylvania) - Developed and implemented a business plan that grew the organization from zero members to 50 and over 20 funded companies.
  • Turnaround Management Association (Pennsylvania) - Managed the Philadelphia chapter and ran chapter events.

UNIVERSITY EXPERIENCE

  • Cheyney University (Pennsylvania)- Served on the board of trustees
  • Drexel University (Pennsylvania)- Served on the board of the engineering school
  • National University of Singapore (Pennsylvania)- Mentor faculty providing advice and counsel to undergraduate students attending the University of Pennsylvania
  • Penn State University (Pennsylvania)- Developed and managed the Penn State Technology Development Center
  • Technology University of Monterrey (Mexico) - Spoke at a seminar about marketing and raising capital.
  • University of Los Andes, (Colombia) - Developed and taught seminars on entrepreneurship, marketing and venture capital
  • University of Louisville (Panama) - Developed and ran seminars on entrepreneurship, marketing and venture capital
  • University of Pacifico (Peru) - Developed and ran seminars on Internet marketing and entrepreneurship
  • Wharton School at the University of Pennsylvania (Pennsylvania) - Country manager/instructor for Latin America overseeing MBA students in the development of business plans for foreign companies that want to expand or enter into the US.

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