Kellogg Executive MBA Resume Book March 2014

Executive MBA Resume Book March 2014

STRENGTHEN YOUR TEAM

STRENGTHEN YOUR TEAM WITH KELLOGG TALENT Thank you for your interest in the Kellogg School of Management’s Executive MBA Resume Book. Many organizations are seeking to grow their management team with individuals who have strong work experience. The Executive Resume Book is an electronic database that holds the resumes of current students and recent graduates of the Kellogg Executive MBA Program who fit this profile and may be open to career opportunities. The Kellogg Executive MBA Program is comprised of students who have an average of 14 years’ work experience and an average age of 38. They have a strong history of producing results and achieving accomplishments, and have complemented that experience with a Kellogg MBA. The Kellogg Executive MBA Program is built around a solid general management core that focuses on understanding the big picture — and leveraging that insight to inform strategic decision-making in every aspect of business. Kellogg’s strong educational foundation prepares individuals to bring new ideas and skills to your workplace, and put them to work right away. Please feel free to contact us directly. Thank you for your interest. Sincerely,

Adnan Rukieh Director, Career Services Kellogg School of Management Executive MBA Program

Sue Conolly Dye Executive MBA Career Coach, Career Services Kellogg School of Management Executive MBA Program

EXECUTIVE MBA PROGRAM AND STUDENT SNAPSHOT

The Kellogg School Executive MBA Program is a twoyear general management program leading to the master of business administration (MBA) degree. This program meets the needs of senior executives who are preparing for senior management roles, and it enhances the skills and effectiveness of senior executives. As they learn, Executive MBA students are able to immediately apply both functional and managerial skills in their jobs. The typical class has representatives with a wealth of professional and personal diversity. This diversity provides a stimulating environment for participants. Flexible class schedules allow participants to continue their careers while they study and master a broad range of functional managerial skills.

With its unique approach to education, the Kellogg School of Management at Northwestern University develops global leaders who make contributions of lasting significance for the world. The Kellogg experience is built on a framework that emphasizes intellectual depth, experiential learning, a global perspective, and leadership skills and social responsibility. These are the qualities that distinguish the Kellogg School MBA graduate. Taught by a world-class faculty, and supported by a global network of 55,000 alumni, today’s students continue the legacy begun when the school was founded at Northwestern in 1908. Today, Kellogg is one of the world’s most prestigious business schools.

LOCALLY GROUNDED. GLOBALLY ATTUNED.

Businesses thrive by organizing their resources in a way that is locally grounded but globally attuned. Kellogg prepares its students for the global economy by teaching them to develop a broader, more fully informed view of the world. This expanded view is woven throughout Kellogg’s academic curriculum and through the Kellogg Executive MBA Global Network of partner

programs in Hong Kong, Israel, Germany and Canada. It is embodied in the diversity of Kellogg’s faculty and student body. It comes to life through the school’s relevant global initiatives, worldwide academic partnerships, and integrated portfolio of courses and global electives. As a result, Kellogg graduates are prepared to face any global challenge that comes their way.

2013 EXECUTIVE MBA ENTRANTS PROFESSIONAL BACKGROUND

1% 4% 5% 9%

ACCOUNTING/AUDITING CONSULTING ENGINEERING

CLASS CHARACTERISTICS

14 YEARS AVERAGE WORK EXPERIENCE

FINANCE

22% 3% 2% 2% 8% 8%

GENERAL MANAGEMENT

HUMAN RESOURCES

38 AVERAGE AGE

20%

INVESTMENT LOGISTICS MANAGEMENT INFORMATION SYSTEMS MARKETING

80%

FEMALE STUDENTS

MALE STUDENTS

15% 1% 3% 1% 1% 2% 8% 5%

53%

OTHER

PUBLIC RELATIONS PRODUCT MANAGEMENT

MINORITY STUDENTS

PURCHASING REAL ESTATE RESEARCH AND DEVELOPMENT SALES

7%

24% 22%

AFRICAN-AMERICAN

HISPANIC

STRATEGIC PLANNING

390 DOMESTIC EMBA STUDENTS

ASIAN-AMERICAN

DATA REPRESENT ALL EXECUTIVE MBA PROGRAM OPTIONS AS OF DECEMBER 2013

GEOGRAPHIC REPRESENTATION*

INTERNATIONAL 35%

U.S. 65%

AFRICA 2%

SOUTH 15%

ASIA 12%

WEST 5% EAST 3%

EUROPE 4%

MIDWEST 42%

LATIN AMERICA 13% OCEANIA 1% CANADA 3%

INDUSTRY BREAKDOWN CONSULTING COMMUNICATIONS/TECHNOLOGY FINANCIAL SERVICES FOOD/BEVERAGE GOVERNMENT HEALTH

$174,669 AVERAGE BASE SALARY UPON ENTERING THE PROGRAM

LAW MANUFACTURING NONPROFIT OTHER UTILITIES

9% 9% 17% 4% 3% 9% 1% 20% 1% 25% 2%

CONTACT US

Adnan Rukieh Director, Career Services Executive MBA Program Kellogg School of Management Northwestern University 847. 467.2593 [email protected]

Sue Conolly Dye Executive MBA Career Coach, Career Services Executive MBA Program Kellogg School of Management Northwestern University 847. 491.8659 [email protected]

Rand Abedrabbo 131 49th Ave North, Saint Petersburg, FL 33703 Cell: 312-545-3258 [email protected]

STRATEGY/MANAGEMENT/OPERATIONS Global Planning Manager with 9 years of management experience for a diverse manufacturing services company. Proven track record of maximizing resource utilization, process development and improvement. Strong leadership, problem resolution, and accomplished customer interface skills across diverse cultures including North America, Europe, Asia and Middle East. Significant expertise in leading direct reports and cross-functional teams on a global basis. Results oriented, decisive, and innovative leader who thrives in dynamic fluid environment while remaining pragmatic and focused. Executive MBA from Kellogg School of Management.

PROFESSIONAL EXPERIENCE Jabil Circuit, St Petersburg, FL 2005 - Present $17B global company headquartered in St Petersburg, FL providing diverse electronic manufacturing services for medical, industrial, telecommunications and storage, defense and aerospace, and automotive. Planning Manager-Global Operation Services, 2012 - Present Serve as focal point for operational guidance for on specific processes, functionalities, tools and systems references related to current or new Jabil BTO/CTO businesses. Provide optimum solutions and strategies through the effective management of people, systems, technology, procedures and equipment. Support global site in Malaysia, Mexico and Hungary in addition to multiple domestic sites. • • • • • • •

Evaluation and implementation of best practices for Inventory Control, Planning, and Purchasing Identified creative ways to reduce cost by streamlining processes and systems, eliminating non-value add. (Current project in process focused to save $4 million). Dynamic interaction with a range of internal customers and business leads on a global basis and supporting customer needs (e.g Cisco, Alcatel, Google). Prepared cost estimates for proposed projects and evaluates cost factors. (Actual costs at 95% of estimate) Analyzed work force utilization, facility layout, and operational data such as production costs, process flow charts, and production schedules, to determine efficient utilization of employees and equipment. Developed a strategy that involved frequent interaction with cross-functional Senior Managers on an inter- and intradivision basis to achieve common, mutual interest objectives. Participate in the negotiation of terms and conditions that protect the best interest of Jabil and its customers. Negotiate liability terms, special stocking arrangements, and other agreements that are outside of standard Jabil terms and conditions

Material Master Planner – 2009 - 2012 Interpreted materials and manufacturing plans and Sales/usage history and forecasts to create, organize, adjust and control the ERP/MRP master schedule and monthly operations plans, including weekly allotment and daily job releases and adjustments. Identified, led, and where appropriate executed materials organization, scheduling, manufacturing and supply chain related continuous improvement activities. Managed and supervised 2 production planners for scheduling and executing the manufacturing plans. Customers: Raytheon, Rockwell and Northrop Grumman • • • • •

Maintained efficiency of capacity and customer sizing, accurate revenue tracking and material control and liability. Lead the support on the creation of Bills of Material (BOMs) and routings that allows accurate tracking of WIP assemblies and accurate inventory movement transactions. Performed material and capacity requirements analysis and collaborated with the customer for any constraints affecting demand. Achieved and maintained 100% on time delivery for 3 consecutive quarters. Cross-functional lead for NPI (New Product Introduction) implementation including material sizing, procurement, scheduling, and delivery to market.

Rand Abedrabbo – Page 2

Production Line Manager, 2006 - 2009 Managed a staff of 40 including managers in training, group leaders and direct labor. Planned and directed production activities and established production priorities. Participated in Kaizen events for manufacturing process improvement. • • •

Reviewed and analyzed production and quality reports to determine productivity, labor efficiency, cause of downtime and non-conformity. Carried out managerial responsibilities including interviewing, hiring & training employees; planning, assigning & directing work; appraising performance; rewarding & disciplining employees; addressing complaints & resolving problems. Supported line/product transition from Florida to Mexico plant.

Quality Engineer, 2005 - 2006 Evaluated, analyzed and controlled yield and DPMO root causes. Conducted an end to end value stream mapping, monitored NPI builds and conducted first article inspection, and managed RMA returns, failure analysis and upgrades. Drove corrective actions internally and externally with suppliers. Consolidated Contractors International, Doha, Qatar 2002-2004 Quality Engineer, Quality Assurance Supervised a team of 20 inspectors, and coordinated inspection activities related to piping, mechanical equipment, steel structure, welding, and paining and insulation. Prepared quality procedures and test plans for the project. • Trained personnel in quality system, requirements, basic inspection, and calibration requirements. • Supervised the preservation maintenance procedures and documentation, and controlled the calibration of measuring instruments and equipment. • Prepared the mechanical completion documentation hand over system with approval from the client, and organize the quality department for final compilation. ENEL National Corporation for Electrical Energy, Brindisi, Italy Intern • Sample preparation for SEM (JEOL 6310) for pollution studies concerning asbestos, airborne, fly ashes. • Working on SEM and performing X-ray analysis for pollution samples, XRD Analysis and statistical analysis

EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Master of Business Administration, expected June 2014 UNIVERSITY OF LECCE, Lecce, Italy Master of Science in Material Innovation – Electron Microscopy, 2001 JORDAN UNIVERSITY OF SCIENCE & TECHNOLOGY, Amman, Jordan Bachelor of Mechanical Engineering, 1999

ADDITIONAL INFORMATION • • • •

Extensive international and cross cultural integration experience with multi cultures English: Fluent Arabic: Fluent Italian: Basic and conversational Proficient in Microsoft Project and Visio. Experienced in SAP (ERP System) US Citizen

2001

5348, Lee Ct Skokie, IL 60077

SHELLEY F. AKANJI OSINAIKE [email protected]

Home: (847) 966-8546 Cell: (773) 680-8984

DIRECTOR LEVEL RISK MANAGEMENT, CONTROLS & COMPLIANCE Driving optimal risk management through operational efficiencies and decisive, results-oriented leadership 12+ years of Financial/IT Risk Management experience including 10+years of broad-based management in Controls Design and Development, Implementation and Support, Business Process and Financial/IT Audits and Controls Sustainment. Technologically savvy; process driven manager with a solid record of successfully leading high-level initiatives and teams for improving operational efficiency; mitigating projects and financial risk exposure in a matrix-structured environment, that consistently meets or exceeds on-time commitments for complex deliverables with challenging deadlines and demanding requirements.

Areas of Expertise

Risk Management & Analysis High-Level Project Management Budgeting & Forecasting Financial Reporting IT Process Integration

Direct & Cross-Functional Leadership Strategic Planning & Execution Cost/Benefit & Business Analysis Controls Optimization SOX Compliance

Cost Cutting & Fiscal Control

Process Mapping & Reengineering Continuous Process Improvement Standard Operating Procedures Resource Allocation

PROFESSIONAL EXPERIENCE PEPSICO, Chicago, IL

2007 to Present

The world’s largest producer of food and beverage brands, with annual revenues of ~$60 billion, which includes 19 product lines, each generating more than $1 billion in annual retail sales.

DIRECTOR – INTERNATIONAL Risk Management – BIS CONTROLS & REPORTING (2010-Present) DIRECTOR – DOMESTIC Risk Management – BIS CONTROLS & REPORTING (2009-2010) Reporting to the Senior Director up through the CFO and recruited to manage the domestic controls organization and subsequently international controls. Oversee risk management and mitigation for international SAP market units including project delivery during deployments and post-deployment including sustainment for SAP markets through cutting edge technology and defined processes. Risk mitigation governance delivered through subject matter expertise over system, business controls and process improvements. Manage $3.5 million budget for domestic controls and security and $2 million for international controls and direct activities of 16+ staff on domestic and 10+ staff on international. Challenged to improve productivity, reduce costs through innovation and efficiencies and drive value-added service delivery to the business. NOTABLE ACCOMPLISHMENTS: • Developed and implemented 90% automated controls sustainment (testing) and monitoring strategy now utilized in both the domestic and international control groups. Resource savings ~ 2.5FTE/20% • Automation strategy now utilized by PepsiCo Corporate Audit and represents the preferred methodology. Resulted in additional service stream for the team at ~ $.5 million • Secured additional funding of $.5 million for service delivery to PepsiCo Worldwide Flavors in Ireland SENIOR MANAGER – Business Integration Lead - (Quake Tropicana & Gatorade Division) (2007-2009) Executed risk management processes to ensure PepsiCo Chicago’s (QTG) newly implemented system contains the necessary controls that ensured: QTG was Sox compliant; QTG business users and management accept the controls and facilitated controls deployment and utilization of the system and business process controls. Collaborated with the business and process service teams to establish SOPs; business documentation; user testing, acceptance and training, thereby delivering critical business and process improvements. Notable achievements: Successfully performance resulted in: • Receiving a letter of acknowledgment for “terrific management and leadership abilities” from leadership. • Nominated to attend an executive management mentorship program geared towards top performing individuals for 2008 and Represented PepsiCo at the 2008 Executive Leadership Conference. Continued on Page 2

Shelley F. Akanji Osinaike

│ Page 2

TSG – THE SIEGFRIED GROUP, Chicago, IL

2004 to 2007

Professional Accounting Services firm specializing in resource augmentation to fortune 1000 companies to strategically support and extend their internal workforce.

SENIOR MANAGER, OFFICE MANAGER & TEAM LEAD (DEC. 2004 – AUG. 2007) SENIOR MANAGER (AUG. 2004 – DEC. 2004) Provided client service management in different capacities on audit engagements and special projects through effective client management, interpersonal skills, and balancing client and Firm demands. Worked exclusively on PricewaterhouseCoopers (PwC) projects, primarily managing Sarbanes-Oxley project for a $9BN client. Identified, designed, and implemented creative business process controls solutions for complex business risks while ensuring sox compliance. Delivered comprehensive analyses and documentation based on specific client needs. Managed performance evaluations and career development for 10+ team members and assigned PwC staff and seniors on projects. Actively partnered with the Market Leaders/Executives to ensure excellent client satisfaction and relations. Managed all aspects of the Chicago office including logistics and resource organization and provided business development sales leads. Notable achievement: • Through Commitment to superior client service earned fast track promotion based on producing excellent client service, recruiting experienced consultants and demonstration of strong leadership skills. • Lead Chicago recruiter of consultants in 2004 and 2005. TOPCO ASSOCIATES, Skokie, IL 2002 to 2004 Topco Associates, a privately held organization with 50+ member-owners that collectively represent more than $120 billion in sales and thousands of stores in groceries and general merchandize. CORPORATE AUDIT MANAGER Reported directly to the audit committee, with quarterly reporting requirements, presentations and attendance at the board meetings. Managed all aspects of the audit department for a $7BN company. Developed and executed a risk-based audit plan in conjunction with internal and external clients. Managed a staff of five professionals. Notable achievements: • Audit work resulted in the implementation of corporate-wide initiatives geared towards strengthening various aspects of key internal control and process environments. • Led research on the adoption and relevance of compliance with Sarbanes-Oxley. ERNST & Young, Chicago, IL

2000 to 2002

One of the nation’s leading professional services firms that provides audit, tax, consulting, and financial advisory services across more than 20 industries.

SENIOR/LEAD AUDITOR - BUSINESS RISK SERVICES (Manufacturing, Retail and Distribution Group) As senior auditor in the era of corporate audit outsourcing, traveled 95% providing client audit services and risk management to various Fortune 500 clients. Primary functions involved planning, organizing and managing all phases of audit engagements including budgeting, supervision and review. Executed audit work in accordance with the client’s audit plan, risk management strategy, auditing standards and political trends. Analyzed client procedures and control environment to identify potential non-compliance with standards and propose value added recommendations.

EDUCATION │ PROFESSIONAL CREDENTIALS │

Executive MBA – KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, 2014 Bachelor of Science, Chemical Engineering – UNIVERSITY OF LAGOS, DEPT. OF CHEMICAL ENGINEERING

Professional:

Part-Qualified Chartered Accountant (ACCA) Certified Internal Auditor (CIA) Certified Information Systems Auditor (CISA)

LUCIENE MOURA ANDRIOLI Nelson Gama de Oliveira, 143 apt. 1902 São Paulo, SP 05734-150 Brazil (55) (11) 97544 0359 [email protected] _____________________________________________________________________________

PROFILE Proven management, analytical and strategic skills with expertise in cultural diversity. Enthusiastic about work, team leader, business oriented, focused on operational effectiveness and efficiency. Problem solver. Extensive experience in corporate, contract negotiations and corporate governance. Responsible for innumerous start-ups and acquisitions.

EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Executive MBA, degree expected December 2014 UNIVERSITY OF MINNESOTA LAW SCHOOL, Minneapolis, MN LL.M., degree focus on international, corporate, and contractual law, 1999 • Judicial Extern, The Hon. John R. Tunheim, U.S. District Court for the District of Minnesota, (Spring 1999). Observed trials, pre-trial hearings; wrote opinion memoranda and orders on civil and criminal issues such as habeas corpus, contract liability, patent infringement, and industrial espionage. • Certified Student Attorney, University of Minnesota Domestic Violence Practice Clinic, Minneapolis, MN, (Spring 1999). Working under the Student Practice Rule, represented clients in obtaining restraining orders. MACKENZIE UNIVERSITY LAW SCHOOL, São Paulo, SP J.D. (5 year program), 1995

EXPERIENCE ANDRIOLI, GIACOMINI, PORTO E CORTEZ ATTORNEYS AT LAW, São Paulo, Brazil 2004 - Present Founding and Managing Partner Founding and managing partner of a full service medium-sized law firm with currently thirty (30) professionals. Responsible for building staff, developing partners` and associates`career plans, creating new business opportunities. Expertise in M&A, corporate governance, administrative and contractual laws. Extensive negotiation skills. DEMAREST & ALMEIDA ASSOCIADOS ATTORNEYS AT LAW, São Paulo, Brazil 2001 - 2004 Associate Attorney Worked with corporate, contractual and telecommunications laws. • Responsible for drafting IRUs, Sharing Infra-Structure Contracts, Supply and Installation of Equipment between Telecommunications Providers, Memorandum of Opening of Telecommunications Market in 2001, Purchase and Sale of Assets, Spin-off, Incorporation, among others. • Responsible for drafting regulatory summaries relating to Laws such as 6.404/76 and 8.666/93.

Luciene Moura Andrioli – Page 2 TOZZINI FREIRE TEIXEIRA E SILVA ATTORNEYS AT LAW, São Paulo, Brazil 1999 – 2000 Senior Associate Attorney Worked with corporate and telecommunications laws, wrote international services agreements, quotaholders/shareholders agreements, telecommunications agreements, among others. • Responsible for due diligence and privatization/concession proceedings. • Participation in bidding procedures, incorporation of consortium. GOULART PENTEADO, IERVOLINO & LEFOSSE ATTORNEYS AT LAW, São Paulo, Brazil 1997 - 1998 Associate Attorney Worked with corporate, patent and trademarks laws, wrote licensing agreements and other contracts on commercial transactions, especially mergers and acquisitions of Brazilian companies by foreign entities. RAMIRES & CIA LTDA. (Petrochemical Industry) São Paulo, Brazil 1991 - 1997 In-house Counsel (1996 -1997) As In-house Counsel, worked with corporate and trademarks laws, wrote and analyzed contracts. Dealt with export trade. Assisted in the sale of the company to Total Chimie S.A., a subsidiary of Total S.A. Intership (1991-1995) While completing my law degree, took part-time internship and worked in several departments of the company, including HR, Sales, Marketing and Financial Departments.

ADDITIONAL INFORMATION Continuing Education • Media, Cinema and Telecommunications at FGV, São Paulo (Summer 2008) • Mediation at the Brazilian Institute of the Energy Law – IBDE, São Paulo (Summer 2005) • Globalization, U.S.P., São Paulo (Spring 2001) • Business Course in California, U.S.A. (Spring 1996) • Seminar: “Finance applicable to Brazilian Law”, São Paulo, Brazil (Summer 1995) • Seminar: “Rules and Regulations regarding Brazilian Exports”, São Paulo, Brazil (Winter 1993) Professional Affiliations • Member of the Brazilian Bar Association • Member of the São Paulo Bar Association Languages • Portuguese (native), English (fluent written and spoken) and German (Sprachdiplom I and II - attended German High School in Stuttgart, Germany -Winter 1989).

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Santiago Arango Cra 9A # 96-21 Apt 302, Bogotá, Colombia Tel: +57 310 5806883 [email protected] PROFILE Entrepreneur. Proven capabilities to create and develop businesses ideas from start-up to full-scale using marketing, branding, advertising, finance, operations and hospitality. Marketing and communications experience added to retail operations and management knowledge, specifically restaurant operations and franchise management. Experience in doing business in Latin America, knowledge of Hispanic markets. Skill to communicate at all levels, proactive team player, strategic leader, planner and conceptual thinker with financial skills added to commitment and passion. Have been involved in the development and heightening of the governance structures in family business. Hands-on on projects involved, team builder and creative under pressure and complex situations. Resourceful, eager to excel in an operational, retail oriented business executive role guiding all stages of creation, strategy, execution, high impact launch and growth of new businesses or operations in new markets. EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Miami, FL/Evanston, IL Executive MBA, degree expected December 2014 UNIVERSIDAD DE LOS ANDES, Bogotá, Colombia Postgraduate in Financial Management, 2010 Bachelor in Industrial Engineering, 2004 INSTITUTE OF CULINARY EDUCATION, New York, NY, USA Diploman in Culinary Arts, 2008 Diploma in Culinary Management, 2008 EXPERIENCE GRUPO ARTAK S.A.S., Bogotá, Colombia 2012 - Present Partner and General Manager Created two restaurant concepts: La Fama Barbecue, a restaurant and bar with real southern barbecue smoked menu and La Imperial, a high-end 120-seat American Nouveau restaurant. La Fama Barbecue has been open since November 2012 (soon to open 2nd location) and La Imperial, currently under construction, both in Bogotá, Colombia. As General Manager, responsible for the operation of new concepts with Takami Restaurant Group (www.grupotakami.com), from the start up and daily operation. Development of the concepts from the conceptualization to the daily operation. Current employees: 50, estimated employees 2013: 120, current revenues: 2.5 mm USD, estimated revenues 2014: 8 mm USD. • Researched for the concept and the hiring of the staff, the budgeting and funding of each of the restaurants. • Negotiated and closed successfully the deal of the leases of the spaces, did the financial models in order to present the investors the financial projections of both units. PILATES PROWORKS LATINOAMERICA, Bogotá, Colombia 2010 - Present Partner and Financial Manager Pilates ProWorks is a Pilates and wellness studio chain based in San Francisco, CA. Our group has the license to operate in all major cities of Latin America. Currently more than 400 subscribed clientele, 3 locations and the leader in wellness boutique Pilates studios in Bogotá, Colombia. Responsible for the financial management. • Developed the managing IT platform to operate the chain, the financial modeling and operation of the projected business. • Launched and expanded the business through private capital, with an operation of two studios in Bogotá, now selling 1.2MM USD annually. DAR PAPAYA S.A.S. Bogotá, Colombia Partner and General Manager

2006 - 2012

Santiago Arango – Page 2 Managed the back office and was responsible for the financial operation of the group. Managed human resources, procurement, relationships and negotiations with banks and financial institutions. Established administrative and human resources policies. Administer daily operations ensuring efficient cash flow management, cost control and inventory supervision. Supervise the operation of 5 locations and 2 franchises with over 90 personnel in total. • Created darpapaya a restaurant based on Latin and Asian cuisines in Bogotá in 2006. Founded a hospitality group focused on promoting innovative restaurants in Bogotá with healthy food and basic cuisines. The operation has 5 locations after a successful first based on Latin/Asian food. www.conosur.com.co • Developed financial models that improved the management’s business assessment and served to optimize the budgeting process of the entire $2MM business operation. JWT (J. Walter Thompson), Bogotá, Colombia 2005 – 2006 Senior Account Executive Developed brand strategies for Ford Motor Colombia, Samsung and Buendia Coffee, brand of the Colombian Coffee Grower Federation. Then moved to become manager for the Andean region of Sedal brand (Unilever), with responsibility for coordinating and developing the launches of all campaigns in Venezuela, Bolivia, Ecuador, Peru and Colombia. • Directed a new commercial strategy with client sales and operations achieving revenue growth of 50% in 2006. • Developed brand strategies for Sedal brand (Unilever), gained control of the regional supervision, adding a 60% increase in the profits of the account. • Won an Effie (effectiveness of campaign) Award for Ford Motor Colombia, with a campaign for Ford Explorer brand. LEO BURNETT, Bogotá, Colombia 2004 – 2005 Account Executive Conducted local restaurant marketing for Mc Donald´s, worked also as account executive for Club Colombia (SAB Miller local brand), SOHO, Jet Set y Dinero (magazines) and Seguros Bolívar (insurance company). • Supported strategy formulation for annual strategic planning process of Club Colombia Brand (SAB Miller). • Led the team for Seguros Bolivar Brand with two campaigns that contributed to make the brand the first in top of mind in Colombia, and the leader in sales. ACCENTURE, Bogotá, Colombia 2003 Internship, Analyst • Conducted analysis of the profitability of Polar’s (Venezuelan Food Company) portfolio in Colombia. • Assisted with sales training for the new team after the merge between Quaker and Polar. SANCHO/BBDO, Bogotá, Colombia 2002-2003 Assistant Account Executive • Assisted in following the communication strategies for the Senior Account Executive of Publicar (Yellow Pages), and General Motors. DERMATE.COM, Bogotá, Colombia 2001 – 2002 Operations/Community Management Web Marketing • Startup of the online auction business in Colombia, developing strategies to gather customers to the web page through management of influential communities. • Developed Trade Marketing strategies for the position of the brand as the leader in Colombia. ADDITIONAL INFORMATION • Languages: Fully fluent in English and Spanish • Interests: Traveling, personal investing, social media, foodie, motor bike tourism • Military Service: Mandatory Service in Bogotá, Colombia and Multinacional Force and Observers in Sinai, Egypt 1998-1999 • Boards: Principal Member of Moravo S.A. (Family Office, Real State and Agro Investments), Bella Cruz S.A. (Palm Oil Plantation and Plant)

LINE BAGGER-HANSEN +33 6 08 751 757, [email protected], 4, Rue Bernard Palissy, France, Paris 75006 SUMMARY Senior Operations Strategy Executive with 11+ years of progressive leadership experience in EBITDA maximization for client CPO, COO, CEO through large and complex transformation projects to improve all aspects of supply chain performance: Operational Excellence Optimization, Strategic, Sustainable and Total-Cost Sourcing, Program Management, change management, Business Growth & Turnarounds. A highly experienced executive with demonstrated successful sales record, management consulting offer development, and people development for fast career advancement (for clients and teams). Experience from 15 clients and 5 industries; Automotive, Industrial Equipment, Fast-Moving Consumer Goods, Life Sciences, and Financial Services & Insurance. Noted for consistently cutting costs, facilitating cross-functional and vendor collaborations, and maximizing team performance. Financially savvy with proven $10-15 million project financials management, and strong leadership in various cultural environments. MBA from Kellogg School of Management, Northwestern University, USA.

EXPERIENCE 2004 – Present ACCENTURE MANAGEMENT CONSULTING, Paris, France Senior Manager, Strategy (2010-present) Promoted to sell and oversee implementation of most complex client operations transformation projects and deal structures, to achieve cost reductions of up to $70 million, for revenues of $15-25 million for each project. Manage teams of 15-35 resources in Paris, and outsourcing delivery centres in Mauritius Islands, USA, Asia, and Eastern Europe. Report directly to the Head of Management Consulting in France. Responsibilities include management of communication to client steering committees, stakeholders, and board members. Selected Accomplishments: − Enabled 20% in expected client industry maintenance cost reduction through operations excellence best practise and strategic sourcing implementation for 63 manufacturing sites. Initiative was in top 5 priorities of client:20132016 − Led industrial maintenance sourcing transformation for all manufacturing sites worldwide of a leading tire manufacturer, as Trusted Advisor to Industrial Group Procurement and director of a new Central Sourcing Management Team, optimizing project management performance − Managed teams through high-workload blueprint diagnostics and project implementation phases, with achievement of fast-track promotion of 1-5 team members each time (every six months) − Created specialized practices to re-codify client spare-parts and eliminate stock, generating 2-digit millions USD in new sales − Built implementation plan for Procurement restructure and Joint Venture with another telecom group for a leading European telecom group, appointed Trusted Advisor to the Procurement Group SI Director, the Group Head of Finance, and the COMEX (Executive Committee) − Developed and led implementation in 12 client affiliates of a new procurement system infrastructure and eSourcing solution, achieving sourcing cost reduction of 10% − Instituted sourcing performance measurement dashboard for entire integrated group IS solution: Contract Management, eSourcing, Supplier Risk Management, and Master Data Management, optimizing client procurement performance and talent management − Appointed consecutive organizer of Accenture’s ‘CPO Circle’ round table for French Top 40 CPOs (Chief Procurement Officers) Manager, Strategy (2007-2010) Led more transformation projects, such as − a re-sourcing of $39 billion spend for an American Car Manufacturer (Detroit, USA), managing a team of 15 consultants and +200 Commodity Buyers and Engineers, achieving 27% Total Cost (TCO) savings,

Line Bagger-Hansen – Page 2 −

a Procurement Excellence Program for a Sanitary Ware Multi-national (headquartered in Belgium), and its multinational Private Equity owner, temporarily assigned to the Interim Management Take-over of the European procurement function, creating a ‘Control Tower’ controlling all yearly negotiation of the company, reducing COGS, SG&A, and Capital Expenditure by 11%, − development of a Tax Efficient Centre and Sourcing Transformation blue-print for strategic direct material and commodity category sourcing for Leader in Diary, Baby and Nutritional Food Products (France), supervising a cross-functional team of 13 consultants, and securing an additional sales revenue of $10 million Selected Accomplishments: − Facilitated a consolidated re-sourcing of SG&A spend categories amongst Private Equity portfolio companies for multi-national Private Equity Fund − Instrumental to Leader in Diary, Baby and Nutritional Food Products’ re-formulation of sourcing strategy for all non-production SG&A spend ($2 billion) and Health & Functional Ingredients spend ($250 million), achievement of benefits from open innovation vendor collaboration, and design of new sourcing activities for a central sourcing centre: Mass Buying, Risk Management, Leading Competitive Country Sourcing, Tier 2 Supplier Negotiation, Brand Sourcing Management Consultant, Strategy (2004-2007) Recruited to optimize sourcing of materials and components on a worldwide scale, including reorganizing sourcing processes, primarily for OEM clients in Automotive. Supervised teams in China, India, Polen, Mexico, and the US. 2003-2004 VISMA A/S, Elsinore, Denmark Strategy Consultant Advising on system alignment with corporate strategy and re-engineering of business processes, adding $2 million in additional revenue in one year 2001-2002 NOVO NORDISK A/S, Copenhagen, Denmark Leader of Italian Diabetes Community, E-business Department, International Marketing

EDUCATION KELLOGG SCHOOL OF MANAGEMENT NORTHWESTERN UNIVERSITY, Miami, FL/Evanston, IL/Hongkong, China Master of Business Administration - Strategy, Finance and Marketing

Expected 2014

COPENHAGEN BUSINESS SCHOOL/TONGJI UNIVERSITY, Copenhagen, Denmark/Shanghai,China Master of Science in Economics and Business Administration – Supply Chain Management 2002 COPENHAGEN BUSINESS SCHOOL/TONGJI UNIVERSITY, Copenhagen, Denmark Bachelor of Science in International Business Administration and Modern Languages

1997

ADDITIONAL − − −

Keynote speaker at conferences and author of Thought Leadership, Point of Views, and methodologies such as ‘Accenture’s Savings Handbook’, 2010, ‘Open Innovation: ‘What’s Behind the Buzzword’, 2011, ‘Open Innovation: Putting External Knowledge to Work’ Supply Chain Management Review, 2012 Fluent in Six Sigma, Kaizen, English, French, German, Danish (Mother Tongue) Work permit: EU and USA. Expatriated 10+ years.

Jesse L. Baker II 1368 High Ridge Road Stamford, CT 06903 (203) 536-5606 [email protected]

SUMMARY Management Consultant and Information Technology Professional with demonstrated success in working with business units, delivering high quality, cost effective software solutions and understanding emerging technologies. Past experience in the following industries: Airlines, Hotel & Hospitality, Banking, Insurance, Government, Defense Contracting, Finance, Telecommunications, Oil & Gas, Healthcare and Publishing. EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Executive MBA, June 2013 VIRGINIA POLYTECHNIC AND STATE UNIVERSITY, Blacksburg, VA BA, Biology, June 1992 EXPERIENCE LEGG MASON, Stamford CT 2013-Present Senior Project Manager/Business Analyst • Senior Project Manager for Web Services integration efforts with international banking institutions located in London, China and New York City. Work directly with executive level staff to directly manage information technology projects budgeted from $100k - $1M. • Hands on management of Project budget and spend forecast for application development projects. ENTITLE DIRECT INSURANCE (Division of Partner RE), Stamford, CT 2010 - 2013 Senior Information Architect/Business Analyst • Lead Business Process re-engineering efforts to align business units to the emerging Enterprise Technology Initiatives, reduce paper based procedures and overall production time. Resulted in processing from 50 orders per day to 150 orders per day. • Lead the business requirements gathering, technical design, development, data modeling and rollout effort for mission critical Technology Platform: Entitle Direct Growth Engine (EDGE), which incorporates pricing, vendor management, workflow, invoicing and web service integration. The EDGE platform replaced an existing outdated system and it currently manages $10 Million in revenue. GENERAL DYNAMICS, Pittsfield, MA 2008 - 2010 Senior Technology Engineer • Worked directly with internal lead and project client, Department of Homeland Security (DHS) to draft project plans, produce staffing models and scope the requirements for the DHS project. • Designed the server architecture for 60+ blade servers spanning 2 hosting environments utilizing server virtualization (VMware) along with a storage virtualization (SAN Implementation) to minimize hardware procurement costs. • Delivered an integrated workflow process that spanned Sun Technologies, Microsoft SharePoint servers with Oracle database.

Jesse L. Baker II – Page 2 MEDIA NETWORKS INC (Division of Time Warner), Stamford, CT 2006 – 2008 Senior Technology Engineer • Managed an Enterprise application and development team to coordinate the efforts of critical business units of the company for an optimized workflow. • Responsibilities included software design, team management, and project management to enhance the Media Networks marketing outreach capabilities • Analyzed critical processes for $11B satellite television provider. Identified 2-4% revenue leakage. Determined causes, recommended fixes and led recovery effort. SCHOLASTIC CORPORATION, Manhattan, NY 2005 - 2006 Senior Technology Architect • Recommended strategies to the Senior Leadership Committee on Service Oriented Architecture (SOA) strategy, Content Distribution Management (CDM) and Social Media. • Led development efforts for the Scholastic Web sphere Commerce Server (WCS) Ecommerce Platform. • Wrote use case scenarios, technical specifications to implement /integrate 3rd party software onto the WCS Ecommerce Platform. • Led development efforts for the Scholastic Web sphere Commerce Server (WCS) Ecommerce Platform and PayPal integration • Worked on the Documentum Content Management System to provide the WCS platform with new products (books, magazines, DVDs) to sell online utilizing an online shopping cart. AETNA Healthcare Services, Hartford, CT 2004 – 2005 Senior Technology Architect • As a member of the Services Oriented Architecture (SOA) and Infrastructure Committee, analyzed functionality from the mainframe to design the SOA architecture and strategy. • Wrote use case scenarios, technical specifications to migrate functionality from the mainframe to SOA platform STARWOOD HOTELS & RESORTS, White Plains, NY 2000 - 2004 Senior Web Technologies Director • Directed all development, testing and launch efforts for the corporate website which integrated the reservation system, processes online reservations and property searches, which generated over $500 million annually. • Worked directly with offshore development and testing teams to ensure that project milestones were delivered and met the business requirements

Katie J. Banks

Education

3927 Gloria Court, Glenview, Illinois 60025 [email protected] | c: 708-878-9360

Kellogg School of Management, Northwestern University, Evanston, IL Master of Business Administration Candidate Executive MBA Program Class Academic Representative Florida State University, Tallahassee, FL Bachelor of Science in Criminology and Criminal Justice, Minor in Religion

Expected June 2014

August 2003

Work Experience Institutional Capital LLC - Chicago, Illinois

September 2008 – Present

Senior Vice President and Director of Human Resources, November 2011-Present Hired to develop, guide and manage the human resources function at the firm. Structured and implemented programs and policies in the areas of recruiting and talent acquisition, coaching and development, health insurance and benefits negotiation and administration, employee terminations, leaves of absence, personnel records, administering an HR budget and resolving workplace issues. The firm currently manages $27B for institutional clients.  Member of the Executive Management Committee, Policies and Procedures Team, Compliance Committee and Risk Committee  Partner with Executive Management Committee to develop firm-wide initiatives and business strategy  Directly responsible for nearly 11% of the firm’s total annual operating budget  Support organizational change through direct participation in planning, communication and project management in partnership with executives and managers  Partner with Executive Management Committee on succession planning initiatives and action plans  Responsible for identifying areas of risk within the human resources department and taking the necessary steps to mitigate risk  Partner with outside legal counsel to ensure compliance with employment laws and update policies and procedures accordingly  Coach and assist executives and managers in the identification and resolution of department and employees issues  Responsible for identifying and assisting in the development of talent across the firm  Partner with the CFO on the administration of annual performance raises, bonus payments, compensation programs and phantom equity plan  Responsible for the development, training, and management of the human resources staff  Responsible for payroll administration and maintaining payroll records in accordance with applicable state and federal laws

Vice President and Director of Human Resources, May 2009 – November 2011  Promoted to the Executive Management Committee  Performed research and due diligence on employee benefit plans which lead to the selection of new health insurance providers, resulting in a 40% decrease of costs in the first year, while maintaining the same level of coverage for participants  Negotiated extension of office lease to add additional square footage and completed an office renovation of $2M to account for current and future headcount needs  Assisted the President in the creation of a new department by creating job descriptions, outlining the department structure and hiring for new employees within the department  Partnered with the President and CFO to create a firm wide compensation structure aimed at providing clarity around annual salary increases and bonus payments  Assisted in the creation of a phantom stock award program

Katie J. Banks Page 2 

Updated and formalized the confidentiality policy and developed a new section addressing intellectual property

Human Resources Manager, September 2008 – May 2009  Created performance evaluations for individual departments and trained managers on how to write and administer effective evaluations  Assessed the risk, and performed an analysis of, the human resources policies at the firm and developed a plan to update all policies and mitigate risk surrounding the human resources practices  Created and implemented a personnel manual containing all human resources policies  Established a formal recruiting process to ensure consistency in recruitment standards which included creating and implementing an employment application  Managed a team of 6 administrative professionals

Enterprise Rent-A-Car - Lombard, Illinois

September 2004 – June 2008

Regional Human Resources Supervisor, June 2007 – June 2008 Promoted to direct and implement a broad range of HR functions including benefits administration, regional training initiatives, disciplinary action, investigations and exit interviews, and ensure clear and consistent communication of HR policies.  Administered human resources related responsibilities at over 25 branch locations for over 300 employees  Managed and developed a team of 4 employees (human resources administrator, receptionist, administrative assistant and file clerk)  Created and directed regional diversity and inclusion team which focused on work/life balance, retention, diversity, and community service initiatives  Lowered unemployment taxes paid by the company in the state of Indiana to 0.60% (lowest tax bracket in the state) by responding to all unemployment claims and including proper documentation regarding employee terminations  Responded to EEOC, unemployment and worker’s compensation claims  Presented trainings on harassment and discrimination prevention, evaluation writing, new manager orientation, interviewing, and union avoidance  Implemented and maintained retention initiatives and employee recognition programs  Managed open enrollment process and educated employees on health insurance and 401k plan  Conducted internal investigations (harassment, policy violations, etc.)  Advised management on performance related issues  Maintained affirmative action plan reports and presented findings and recommendations to management  Administered employee opinion survey, compiled data with management, and reported findings to employees Regional Human Resources Generalist Coordinator, October 2005 – June 2007  Hired 10 part-time employees per month resulting in the elimination of reliance on third party staffing agencies  Managed performance discipline and employee relations for part-time drivers and car porters  Conducted interviews with new hires and reported findings to upper management regarding recruiting process, employee on-boarding, and job satisfaction  Completed new hire paperwork, entered employee information into PeopleSoft, maintained employee files, conducted monthly audits and managed monthly performance evaluation completion  Conducted exit interviews and reported trends and recommendations to management

Management Assistant, September 2004 – October 2005  Provided customer service, informed customers of the rental process, marketed to corporate accounts and conducted sales calls

Technical Competencies  ADP payroll products including Pay Expert, EZ Time Labor Management and HR & Benefits  Microsoft Office products including Outlook, Word, Excel and PowerPoint

Email: [email protected]

JOHN BARBEE

Mobile: +1 (404) 840-7545

220 East 63rd Street, Apt 9K, New York, NY 10065 Profile

Seasoned strategy and operations management consultant with global leadership experience. Deep expertise in retail and wholesale supply chain and IT functions, with industry experience across softgoods, hard-goods, department store, specialty apparel, grocery, multi-media, and electronics. Skillsets and experience work well with senior executives and for building effective teams led with purpose.

Experience 2006 to Present

Kurt Salmon Atlanta, GA / New York, NY Senior Manager Kurt Salmon is a premier global consultancy that provides strategy and operations management advisory and implementation services to retail and consumer goods companies. Experiences include senior-level strategic supply chain and Omni-channel initiatives, cross-functional operations and systems implementation, distribution and material handling design, process improvement, and supply chain system implementation. Strategy • Led and developed overall supply chain strategy and implementation recommendations, including creating business-case presentations for C-level clients at specialty retail and department stores • Led and supported major supply chain strategy efforts including network design, organizational design, vendor management, and Omni-channel (ship-from-store) initiatives • Led multiple cross-functional strategy and decisions to support the integration of supply chain and IT functions across multiple operating companies, for direct and wholesale clients • Led and facilitated major RFP processes, totaling over $100M in capital spend, including supply chain systems and material handling equipment for distribution centers of varying size and complexity for clients across multiple retail and wholesale categories Distribution Operations • Program managed large, complex global supply chain and distribution projects requiring expansion or contraction of buildings, equipment, technology and infrastructure, and people for wholesale, multi-media, and off-price clients, teams led range from 5 to 45 cross functional, multinational team members • Led, managed, and supported many productivity improvement initiatives resulting in $500k to $40M+ savings from better material handling equipment design or labor management programs for clients across multiple retail and wholesale categories • Facilitated increased system throughput in mature, automated environments by over 30% through better process and information design and management for off-price and specialty retail clients Technology • Program and project managed numerous full cycle supply chain system implementations, including over 15 WMS projects, with scope varying in operational complexity, systems and equipment integration, and change management for clients across multiple retail and wholesale categories • Led and managed major facility test plans for highly complex and automated facilities in retail and wholesale, including extensive system and equipment integration for off-price and wholesale clients

John Barbee – Page 2 •

Developed and defined supply chain application strategies to support new or existing business functions to reduce ongoing operating expenses associated with supporting the business for specialty retail clients

People and Leadership • Consistently received highest performance ratings, quickly rising to increasingly senior roles • Oversee and coordinate the North American peer advising, mentoring, and reviewing programs, resulting in improved coaching, retention, and recruiting (2008 to present) • Establish deep client relationships through high-impact work leading to $11.8M+ in sales over prior three years 2004 to 2006

RedPrairie (MARC Global) Atlanta, GA Implementation Consultant RedPrairie is a provider of top tier supply chain execution applications and MARC Global, original employer, was acquired by RedPrairie Spring 2006. RedPrairie is now part of JDA. • • •

Education 2013 to 2014

Led, advised, and implemented full cycle warehouse management systems with clients across grocery, electronic, and retail market players improving supply chain effectiveness Through project delivery excellence and client management, quickly promoted to lead positions Designed, developed, and implemented early RFID processes into supply chain information systems

Kellogg School of Management, Northwestern University Executive MBA, degree expected June 2014

2000 to 2004

Miami, FL/Evanston, IL

Georgia Institute of Technology Bachelor of Science in Industrial Engineering

Community and Activities • • • •

Eagle Scout, Fall 2000 Junior Achievement Economics Teacher, 2006-2008 Charitable Fundraising and Donating, in excess of $8,000, since 2004 Full and half marathon running, including San Francisco, Atlanta, and Nashville

Atlanta, GA

Aron Beach 3500 Thomson Circle, Rocky River, OH 44116 (517) 974-9143 [email protected] SUMMARY OF QUALIFICATIONS Chief Financial Officer with a strong operational track record of improving short and long-term financial result by partnering with general management and functional leaders. Equally strong financial track record working with private equity and banks on M&A transactions and treasury management. Broad functional experience in consumer products, manufacturing and life sciences industries enhanced by recent MBA from Kellogg School of Management at Northwestern University. CORE COMPETENCIES Turnaround Specialist: Skilled at going into companies with financial difficulties and re-aligning senior leadership to focus and deliver on key issues. Have delivered more than $45MM of EBITDA improvement from prior year baselines over the past eight years. Financial Management/ Ownership: P&L, Balance Sheet and Cash Flow management and reporting to private equity. In-depth budgeting experience, ranging from driving sales and marketing revenue plans with new product launches by discussing current industry trends and drivers to creating a production plan with staffing levels, inventory reductions, capacity constraints, insourcing and outsourcing, capital budgeting and other cost saving initiatives. Strategic Planning: Simplify business by linking resources and capabilities to competitive advantage by evaluating existing assets and financial performance. Leadership: Skilled at building and developing a team and handling all people and project management functions by prioritizing and focusing staff to manage multiple, competing projects. EMPLOYMENT HISTORY ACCEL Performance Group LLC (formerly Prestolite Performance LLC and Prestolite Wire LLC); Cleveland, OH – Private Equity owned manufacturer and distributor of performance automotive aftermarket and marine products. Eight brands with 10,000 finished good SKU’s sold primarily through retail, internet and warehouse distributors channels. Chief Financial Officer Vice President, Finance

May 2012-Present January 2009-May 2012

Responsible for a staff of nine Finance employees and five IT employees. Early member of Senior Staff turnaround team that delivered ~40% turnover in the first year through talent upgrades and reorganization. Worked closely with Presidents to change company culture and focus to rebuild and simplify the organization. Responsible for monthly presentations to private equity group focused on all aspects of financials, including working capital and cash flow. Select Accomplishments • Developed the first company strategic plan with a cross-functional team by aligning current company assets and capabilities with growth opportunities to create a clear value creation proposition. • Successfully restructured Bank Debt Agreement after company was split from Prestolite Wire in 2012. Worked through covenant requirements to create two separate equity events in 2013. • Divested Marine business unit in 2013 by building CIM and financial carve-out, and negotiating with private equity and strategic buyers, allowing company to focus on automotive business. Identified a potential tax savings and worked with private equity tax group and auditors to create a $200k tax savings. • Acquired brand of safety products by leading financial diligence and private equity presentation in 2010. Frequently worked closely with private equity ownership on evaluation of potential acquisitions. • Worked closely with China sourcing office to implement $2.5MM in sourcing savings over four years. • Initiated demand forecasting by SKU and structured a min/max inventory system for volatile SKU’s prior to overhaul of Supply Chain organization. Partnered with new supply chain organization to continue improvement of on-time delivery from 70% in 2009 to 92% in 2011 (no metric pre-2009). • Improved labor productivity by 75% over five years by creating actionable metrics and focus.

Aron B each – P age 2

• Negotiated $90k grant from the City of Brooklyn, OH to keep the business in Brooklyn. • Improved processes such as linking budgets to key constraints and cost drivers; implementation of capital expense reviews to measure EVA, MVA, IRR and Payback Period; monthly balance sheet reconciliations; and working capital forecasting. • Focused management and changed culture to use data to drive decision-making through developing and reviewing key metrics, redesigning financial statements, creating P&L by business units and creating a data warehouse to access data. Thermo Fisher Scientific - ~$40B (market cap) industry leader with extensive portfolio of products for improving science. Matrix Technologies; Hudson, NH ($80MM manufacturer and distributor of laboratory equipment and consumables with direct sales force and international operations consisting of 350 employees and more than 1000 customers) Site Controller Manager, Cost Accounting and Financial Analyst Financial Analyst

July 2007-January 2009 October 2006-June 2007 January 2006-October 2006

Global responsibility for financial results of product line, while managing a staff of eight US employees and three UK employees consisting of AR, AP, General Accounting, Cost Accounting and Financial Analysis. Instrumental member of management team that generated 83% Operating Income growth through a system of strong cost controls, increased efficiencies and strategic initiatives. Select Accomplishments • Linked the marketing SKU budget to global sales managers and factories, allowing for detailed staffing analysis and capacity analysis for equipment. Tracked SKU performance to adjust pricing based on competitive landscape, discontinue products or launch promotions. • Used financial results to focus on new annual cost saving programs, such as: freight reduction ($150k), Sales Discounts on slow moving inventory ($200k) and labor savings ($300k). Developed new standard cost system that reduced variances from over $4.0MM in 2006 to less than $300k in 2007. • Developed key metrics such as inventory turns by SKU and products class, labor and machine utilization which, resulting in plan to increase production ahead of demand spike, helping beat budgeted EBITDA by 10% and avoid backorder. • Piloted projects to improve regulatory requirements which included registering and qualifying for sales tax, implementing tax software with automatic updates and automating tax filings. Launched project to register for Portuguese and German VAT registration for UK operation, reducing tax burden by $300k for international transfer of fixed assets. • Developed a complete reporting system and calendar to eliminate the fragmented, inconsistent reporting that existed, resulting in common figures to manage the business. Staff Accountant May 2005-December 2005 Fisher Scientific ($1.0B annual revenue – Divisional Headquarters; Southfield, MI) • Designed accounting for division wide rebate program for major customer. • Developed standard monthly reporting book, compiling key metrics of 17 sites. Lason, Inc. (Now HOV Systems; Livonia, MI and Houston, TX) – $40MM (annual revenue) print and mail division within Business Process Outsourcing company with $100MM in revenues. Financial Analyst October 2002-May 2005 • Joined as company was emerging from bankruptcy to improve financial controls and turnaround. EDUCATION Kellogg School of Management, Northwestern University - MBA, General Management (expected completion May 2014) Michigan State University – BA, Accounting ADDITIONAL INFORMATION Kellogg School of Management, Executive Education – Competitive Strategy

Evanston, IL East Lansing, MI

Evanston, IL

Coralie Berg 2 Avery Street, # 20D Boston, MA 02111

cell (650) 305-6000 [email protected]

SUMMARY • • • • • • • •

18 years accounting experience; 13 years experience in the medical device industry; controller-level Extensive work with start-ups, from inception to initial product launch to final liquidity event Accounting and financial reporting in accordance with GAAP Fiscal audits at year end & coordination of tax return preparation Human resources - personnel files, benefits administration, employee handbook, etc. Stock option administration and coordination with counsel Insurance programs, contract review, sales taxes, property taxes, etc. All aspects of G&A; internal/operational focus.

EXPERIENCE Independent Consultant, Boston, MA Various Clients-Mostly Medical Device Companies in Silicon Valley

2007-Present

Consulting Controller • All aspects of G&A functions for startup companies, both venture and angel-backed. • Current clients are mostly Medical Device; also include a Telecom and a Software company • Extensive work with audit firms, outside counsel, venture capital firms for due diligence, valuation firms for 409A. • Accounting, human resources, benefits, payroll, stock option administration, insurance, tax filings. • Support set-up of European subsidiaries for distribution including working closely with logistics company, local accounting firm and legal representative to satisfy local requirements. • Implementation and/or migration of Accounting and ERP systems. ZOLL Circulation, Sunnyvale, CA Formerly Revivant Corporation, acquired by ZOLL Medical in October 2004

2004-2007

Controller/HR Mgr • Responsible for all accounting functions including budgeting, month end close, cost analysis, payroll, AP and for order processing. • Supported CEO during acquisition of the Company with due diligence, investors and employees questions. • Provided support to Operations with cost analysis including make vs buy. • Insured compliance in regard to all Financial covenants, tax and reporting requirements. Worked closely with bank, investors, various tax and employment agencies, auditors. • Responsible for compliance of subsidiary under section 404 of Sarbanes-Oxley and supported Corporate with SOX review of European offices. • Responsible for HR functions, including compensation packages, health benefits, 401K, options, employees related issues. • Upgraded significantly the Employee benefit package to improve employee retention and offer competitive package to attract new talent.

Coralie Berg – Page 2 Continuum Corporation, Santa Clara, CA A subsidiary of Excel Corporation - Manufacturer of scientific lasers

2003

Controller • Managed various accounting functions of the subsidiary. Responsible for budgeting, monthly close and reporting of the subsidiary. . • Insured compliance for Sarbanes-Oxley by developing processes documentation, testing and correcting these processes as needed. ArthroCare Corporation, Sunnyvale, CA Medical Devices Company with close to $90M in revenue

1998-2002

Asst Controller • Responsible for corporate accounting functions including general and cost accounting, consolidation, A/R, cash management, stock administration, payroll. Responsible for Internal and SEC reporting • Extensive support of subsidiaries in Europe and Costa Rica. • Instrumental in setting up the Costa Rica Manufacturing plant accounting system (QAD). • Implemented International Tax strategy. Other positions include Accounting manager and Cost Accountant: • Responsible for AP, Taxes, Cost, Fixed Assets • Supported Operations with Cost analysis, variances analysis, inventory tracking. • Supported Sales & Marketing with Revenue and sales analysis. Optimized use or ERP system to automate and improve reporting for Accounting and Sales. • Set up Fixed Assets system to automate tracking ( FAS) Applied Materials, Santa Clara, CA Publicly traded, global, semi conductor manufacturing equipment with over $1 billion in revenue.

1993-1997

Financial Analyst Intel Account • Responsible for the forecasting, reporting and financial analysis. Projected gross margin on new contracts. • Initiated and performed an extensive research on credits incorrectly issued to customer for spares parts. Project resulted in favorable settlement for Applied of $400K. • Other positions at Applied include: Financial Analyst, Installation and Warranty Reporting Analyst, Cost Accountant.

EDUCATION Kellogg School of Management, Northwestern University, Evanston, IL Executive MBA, degree expected December 2014 Santa Clara University, Santa Clara, CA BS Business Administration in Accounting, Magna cum laude, 1991

Lorenzo Bergamaschi 1301 249 Way SE, Sammamish, WA 98075 (425) 213-7118, [email protected] www.linkedin.com/in/lorenzobergamaschi

SUMMARY A data driven and result oriented senior executive with significant expertise in new business incubation, product management and marketing strategy. An innovative, collaborative, strategic thinker with strong leadership skills and passionate about team and individual growth and development. Exceptional analytical and problem-solving proficiency. Global mindset with multi-cultural experience developed in Europe and North America. MBA at Kellogg School of Management, Northwestern University, Evanston, IL. EXPERIENCE MICROSOFT CORPORATION, Redmond, WA

2000 – Present

Director of WW Product Management and Marketing, Enterprise Services, (2011 – Present) • Promoted to lead the worldwide product management and marketing strategy team for Cloud Vantage Services, a cloud professional services offerings (SaaS, PaaS, IaaS) for large enterprises. • Direct management of a team of 4 and indirect management of a team of 15 in charge of defining the WW product strategy, the development of the marketing strategy, and relative worldwide go to market activities. • Developed deep customers insights that resulted in a new professional services offerings, managed the landing of such offerings to 2,500 sales and services employees, and the management of go to market strategies which resulted in 140% sales attainment. Sr. Product Marketing Manager - Health Solutions Group (now Caradigm) (2008 – 2011) • Member of the product management leadership team, in charge of defining a rapid development framework to reduce go to market lead time of new product incubation. • Developed the go to market strategies and execution for Amalga, HealthVault, and HealthVault Community Connect. • Led a 26 people cross functional team to successfully bring the products to market. Accountable for a multimillion dollar marketing budget. • Successful launched of 2 new products, a 480% increase in sales prospects within 3 months, and the creation of the Microsoft Connected Health Conference, the largest Microsoft Healthcare conference. Recipient of the 2010 Corp. VP Gold Star Award, reserved for top divisional performers. Strategy Lead, Breadth Public Sector Strategy, WW Small and Medium Business Group (2006 2008) • Promoted to strategy lead for the breadth public sector strategy. Responsible for the development of the sales and marketing strategies aimed at developing the lower segments of the WW public sector business (education, government and healthcare). • Developed the marketing and sales strategy to achieve a 20% increase sales in the small and medium customer segments within the education, government and healthcare industries in 65 countries over 3 years. Led the executive business reviews and communication process on behalf of the segment VPs, and landed 8 marketing campaigns which supported a revenue growth by 16% and overachieved revenue goals by 8%. Selected for the Leadership Development program reserved to top 5% performers.

Lorenzo Bergamaschi

1

Manager, Information Worker Solutions Sales - US Public Sector (2003 – 2006) • Promoted to manager of the information worker solution sales, a team of 12 people with the goal of driving revenue and adoption of Microsoft desktop solutions in the government and education industries. • Accountable for a $340M business and the definition of sales strategies aimed at the development of key market segments. • Achieved 113% quota attainment, created a seminar engine which delivered 740 events, touched 130k individuals, and generated 14.5k leads over 3 years. Awarded the Gold Star award for leading high performing teams by the divisional VP. Selected for the Leadership Development program reserved to top 5% performers. Marketing Manager, Student Segment – US Education Solutions Group (2002 – 2003) • Accountable for overall US Academic packaged product revenue and the development of the distribution channels targeted to the student segment (bricks and clicks). Responsible for defining and executing the marketing strategy targeted to the US student segment (consumer). Managed a team of 7 in charge of evangelizing customers on desktop applications. • Influenced and contributed to the development and launch of a new product targeted to the segment – the Microsoft Office Student & Teacher. Doubled student revenue to $48M in one year, and developed an event engine which delivered 409 events, and reached 53K students with an overall satisfaction of 4.6 out 5.0. Awarded the MVP Award for high performance individuals. International field liaison and readiness Manager, Education Solutions Group (2000 – 2002) • Relocated to corporate headquarters to drive the relationship with regional education leads and key worldwide subsidiaries. • Responsible for preparing assessments of the regions’ education businesses and develop business recommendations. Represented HQ in business reviews with subsidiaries, and provided sales support on key local deals WW. Expanded responsibilities to define and implement the Education Solutions Group’s knowledge management and field readiness strategy. • The knowledge management strategies developed saved 10.5 salesmen/years in time previously spent looking for information instead of selling. MICROSOFT S.p.A., Milan, Italy

1994 - 2000

Sales, Channel & Marketing Manager – Education Team Technical Marketing Manager – Small and Medium Business Organization MICROSOFT W.P.G.I., Dublin, Ireland

1993 - 1994

Software Engineer, Localization Team EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Executive MBA, 2013 POLITECNICO DI MILANO, Milan, Italy BS Electrical and Computer Engineering, 1992 ADDITIONAL INFORMATION • • •

European passport (Italian Citizenship), US permanent resident (Green Card holder) Bilingual: Italian (native), English (proficient) Interests: Technology, marketing strategy, people management, leadership, martial arts

Lorenzo Bergamaschi

2

Jeremy R. Bernard N7818 State Park Road Sherwood, WI 54169 Phone: (630) 742-1956 Email: [email protected] PROFESSIONAL EXPERIENCE Oshkosh Corporation Oshkosh, Wisconsin

August 2008 - present

Director, Global Procurement & Supply Chain 2008 - present Accomplishments: • Integrated a stand alone business group into our corporate matrix organization leveraging corporate structure, resources, processes, and controls improving efficiency, visibility, communication, process development/control, compliance, and customer service. Immediate success demonstrated through tripled annual sales within two years. • Successfully managed 1,000+ suppliers/$1.9 billion annual spend and delivered cost reductions in excess of $250 million over five years. • Implemented a ‘Game Changing’ strategy to integrate a commercial powertrain into military applications to bring greater performance and technology to market at nearly half the cost. Resulted in a substantial competitive advantage and supply base exclusivity. • Led electrical, powertrain, and driveline supply base efforts supporting our MATV program (a $4.5 billion opportunity for our corporation). As quoted by U.S. Secretary of Defense Robert Gates, “The first time a program has gone from concept to full production in less than a year since World War II.” • Championed Telehandler product launch coupled with emissions change over during a period of record recovery and growth. Results included fully supported ramp up, successful launch on thirteen unique models, regulatory compliance, and maintained credit strategy ensuring 2012 and 2015 emissions compliance. Overall flawless launch with no supply chain disruptions and zero obsolete inventory.

Navistar International Corporation Lisle, Illinois

May 1999 – August 2008

Managing Director 2007 – 2008 Accomplishments: • Served as Managing Director for International Engines Europe GmbH and International Engines Germany GmbH on a two year Foreign Service assignment leading our collaboration with MAN Nutzfahrzeuge AG in Nürnberg, Germany. • Successfully launched International’s first contract engine assembly program which was also our first European engine program. Producing and shipping 767 big bore diesel engines for severe service and heavy truck applications in the North American market. • Delivered fully PPAPed engine assemblies and machined component groups for PV/Market seed builds, Truck Division’s Job 1, and North American production launch. • Managed a cross functional team across both Truck and Engine Divisions to support critical daily production requirements and continuous improvements. • Developed a return goods process for machined component groups sourced with MAN Nürnberg, Salzgitter, and Munich. Supply Manager 2005 - 2007 Accomplishments: • Developed and implemented complete component sourcing strategies which provided industry leading performance, world class cost structure, best in class quality, and supported global growth. • Mitigated any risks of production interruptions during a severe world wide tire shortage with the execution of a global tire supply strategy and a new truck sales technique. • Drove a cross functional team through a strategic global tire sourcing strategy which achieved $3.5 million in savings the first year and will achieve over $40 million in savings before complete implementation. • Developed and implemented a strategic tire/wheel assembly resource plan to mitigate risk, address capacity, reduce cost, and improve inventory accuracy. Achieved minimum annual cost reductions equal to $2 million.

Jeremy R Bernard • •

Page 2

Identified and implemented an opportunity to source a $150 million annual spend with a female minority owned tier one supplier. Drafted an International branded tire strategy for both OE production and aftermarket sales generating a new revenue stream for International’s Truck Division. This strategy was fully accepted and supported by executive management.

Supplier Development Manager 2003 - 2005 Accomplishments: • Fully developed, approved, and released an alternative global supplier for large steel forgings. This source provided an opportunity for increased capacity and led to a $3 million cost reduction by leveraging the current forging source. • Led quality and engineering support while globally sourcing machining and gauging equipment for a Ford 2004 program year retool. • Identified, developed, and approved viable commodity suppliers in China, Taiwan, India, Israel, Mexico, Brazil, and Argentina supporting an efficient global cost structure. • Chosen by Ford to assist with warranty and field service support on high profile customer and critical fleet vehicles. Senior Design Engineer 1999 – 2003 Accomplishments: • Over $10 million in cost reductions due to design improvements and design for manufacturability. • Developed and released the first ‘design for manufacturability prints’ on connecting rods, crankshafts, gears, and flywheels. • Created an engine balance optimization process which correlated theoretical iterations, actual process variation, and statistical validation to finalize engine component and final assembly balance specifications. • Awarded patents for self threading fastener and vibration damper technology in diesel engines.

EDUCATION Kellogg School of Management, Northwestern University – Evanston, Illinois Executive MBA

2011 - 2013

Bradley University - Peoria, Illinois B.S. Mechanical Engineering

1997 – 1999

University of Illinois - Champaign/Urbana, Illinois Mechanical Engineering

1994 – 1997

CAREER SKILLS • • • • • •

• • • • • •

Global Negotiations Program & Project Management Supplier Management & Development Strategic Planning & Deployment Product Launch Management Lean Manufacturing

QS, TS, & ISO Quality Systems Product Cost Optimization Problem Solving Methodology Presentation Preparation & Delivery Foreign Service Alliance Building

ACHIEVEMENTS • • •

Self Threading Fastener in Critical Engine Joints Patent Thin Walled Steel Vibration Damper Application on Diesel Engines Patent Fresh Water Intake Security Monitoring Technology Patent

•

Recognition for “Bold Goals” Accomplishments

•

Established a volunteer work program for International Engines Germany Founded JF Aquatics Incorporated

•

THOMAS BETLEY E8996 Hwy PF Prairie du Sac, WI 53578 608.393.3001 [email protected]

OPERATIONS / TECHNICAL SALES / RESEARCH AND DEVELOPMENT MANAGER Technical Sales Manager and R & D Team Leader with 15 years of innovative roles within the food processing industry. • Highly motivated individual with a significant accomplishments in the capital equipment industry. • Strong interpersonal skills with in-house team members as well as established, well respected customers. • Wide breadth of experience with project management on large scale projects that involved product /process conception eventually to full production facilities. EXPERIENCE ALKAR / Middleby Corporation, Lodi, WI 1998 – Present ALKAR is known for its expertise in a broad number of areas to ensure customers receive the total support needed for their cooking and chilling operations. From meat science advice and process development, to plant layout and custom equipment design, ALKAR provides creative solutions to improve automation, product consistency, and lower operating costs. ALKAR is owned by The Middleby Corporation, a global leader in the food service equipment industry. National Sales Manager (2006 – Present) • Responsibility expanded to encompass the largest meat processors in the United States. Corporate accounts increased from four to nine corporations. Also given additional responsibilities such as corporate-wide production planning, detailed engineering reviews, and oversight of multi-million dollar installations. • Increased account penetration to key national processors in the areas of automation of food production lines and control systems. • Responsible for coordination of large-scale projects from initial concept through installation to ensure customer satisfaction.  Largest Single Bacon Installation in United States – Peru, IN – 2006  Largest Single Installation Ready To Eat (RTE) Meat Ovens – Troy, OH 2011, 2012  Largest Continuous System for RTE Sausage – Tracy, CA 2012 National Account Manager/Territory Manager (2004 – 2006) • Promoted from an operations manager to technical sales. Actively recruited by two major customers to become their sole corporate account manager. • Generated $7.5 - $10 million in annual sales. Managed concurrent projects while maintaining or improving overall margins. • Successfully sold and integrated one of the largest continuous thermal process systems for sausage in the RTE meat industry. • Successfully sold and integrated one of the largest batteries of food processing ovens in the United States.

Thomas Betley – Page 2

Manager of Technical Services (2002 – 2004) Oversaw operations in the technical service laboratory, responsible for new product development and integration in the plant setting. • Specialized in new air flow designs, pasteurization methods, and process validation procedures. • Part of operations team which addressed designing, engineering and manufacturing of new systems. • Recruited, trained, and motivated technical services team. • Integrated over 50 standard and continuous processing systems for the food industry i.e. pasteurization, cooking, cooling, freezing. • Successfully started up several multi-million international installations in Italy, Japan, Portugal, Mexico, Philippines, Russia, etc. • Compiled 10+ years of testing results into an easy reference form for use within the company. Food Scientist (1998 – 2002) • Responsible for initial testing and refinement of all thermal processes without customer base. • Responsible for system integration and technical start-ups worldwide. Approximately 125 in total. • Co-inventor of continuous cook/chill system for the RTE meet industry (U.S. Patent #6,604,452 – Food processor with circulations system and method) EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Executive MBA, degree expected June, 2014 IOWA STATE UNIVERSITY, Ames, IA Master of Science in Meat Science, 1998 Master of Science in Food Science and Human Nutrition, 1998 UNIVERSITY OF WISCONSIN RIVER FALLS, River Falls, WI Bachelor of Science in Foods Science and Technology, 1996 TECHNICAL SEMINARS Instructed over 2000 participants at various technical seminars at: • Iowa State University • Ohio State University • Perdue University • University of Wisconsin • University of Minnesota • SMA Process Validation short course • University of Saskatoon • Texas A&M • University of Guelph • Various on-site customer short courses • Michigan State University • Various HACCP Certification courses

ADAM H. BORCZ

(301) 219-3448 | [email protected] 629 Constitution Ave NE #204, Washington, DC 20002

PRIVATE EQUITY / SALES DIRECTOR / PROGRAM MANAGER Operations & Finance | Revenue Generation & Growth | Sales & Business Development | Global Strategy Results driven, proven and innovative leader with 13 years of operations and sales experience and a record of innovative solutions, actionable plans and measurable results. Highly-skilled in operations, finance and sales/business development with a strong analytical and technical/engineering acumen supporting profit & loss activities. • • •

Acquisition/transaction team member, portfolio company operations and refinancing at private equity firm Lead revenue generator, achieving new sales over $3.75 billion since 2009 in global energy company

As a Program Manager and Nuclear Submarine Officer, led a 40-person team in the safe operation and maintenance of a $250 million mechanical division

Recognized for leadership and revenue generation with a rare ability to function effectively on a strategic and tactical level.

EXPERIENCE

SEVERN PARTNERS, LLC

ANNAPOLIS, MD ASSOCIATE (2014) Responsible for identifying new acquisition opportunities, leading due diligence and valuations for a middle-market private equity firm engaged in multiple business segments including defense, manufacturing and services.

USEC INC. BETHESDA, MD DIRECTOR, SALES, MARKETING & SALES BUSINESS UNIT (2013) Senior leader charged with identification of strategic revenue opportunities with new & existing customers and the U.S. Government in a $10 billion global fuel market. • Negotiated and closed the largest commercial contract in company history valued over $1.3 billion •

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Lead evaluator of commercial proposals, contracts and pricing analyses, ranging from $100 million to $1 billion

Relationship manager for over 35 energy utilities

Develop & implement a global business development & sales strategy

SALES EXECUTIVE, MARKETING & SALES BUSINESS UNIT (2009-2012) Led sales & business development efforts for a global energy company and managed strategic partnerships with energy utilities in North America and Asia. Led negotiation and account management for 20 commercial contracts. Day-to-day communicator with customers and corporate operations, finance & marketing departments to manage revenue forecasting, market analysis and risk/inventory management.

MANAGER, PRODUCTION OPERATIONS, OPERATIONS BUSINESS UNIT (2008) Supported a 15-person operations team in the production planning & product shipping for a 750-acre U.S. Government industrial facility. Tracked and managed all performance indicators, corporate business plan and a $5 million budget. • Developed a new inventory management plan allowing new product to be sold into the market creating $300 million of new revenue generation •

Development a complex financial model for $600 million of power procurement activities

DEPARTMENT OF DEFENSE

PEARL HARBOR, HI / WASHINGTON, DC

OPERATIONS OFFICER, CHIEF OF NAVAL OPERATIONS, NAVY PENTAGON (2006 – 2008) Led a 6-person Team in order to develop & provide daily face-to-face naval strategy & operations Briefs to the Intelligence Community & Joint Chiefs of Staff. Developed annual reconnaissance operation schedules (requiring presidential approval) & national intelligence collection briefings for the Joint Chiefs of Staff, NSC U.S. Congress, CIA, NSA, DIA and the SECDEF. • Developed operational and IT security protocol for maintenance & classification for a $250 million TS/SCI program •

Formulated TS/SCI briefings for the intelligence community supporting National Security Council collection objectives for deployed naval assets in Central & East Asia

ADAM H. BORCZ

(301) 219-3448 | [email protected]

ASSISTANT ENGINEER/PROJECT MANAGER, NUCLEAR ATTACK SUBMARINE (2001 – 2006) Led a 120-person operations team in the safe & tactical operation of a $2 billion nuclear submarine during Operation Enduring/Iraqi Freedom. Principal assistant to commanding officer for all aspects of submerged operations. • Led a 40-person team and project manager for a $250 million, mechanical maintenance & operation division •

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Implemented a supervisor-training program, increasing operational proficiency by 300%

Recognized for exceptional leadership ability, earned distinction over 100 other naval officers

Certified Nuclear Engineer

OTHER & ACHIEVEMENTS

All-America Honors (2000 & 2001) NCAA Division I Lacrosse: Garnered Second Team & Honorable Mention Honors U.S. Naval Academy Hall of Fame (2002)

U.S. Naval Academy “Silver Sword for Men” (2001) Awarded to the graduating senior who is deemed by the Naval Academy Athletic Association to have contributed most to Varsity Sports during their four years of collegiate athletics Professional Lacrosse Player Major League Lacrosse: Washington Bayhawks (2001) & Long Island Lizards (2006, 2007) Board of Trustee Member U.S. Naval Academy Foundation, Athletic Scholarship Program

EDUCATION

Kellogg School of Management: Northwestern University Master of Business Administration Concentration in Finance

Evanston, Illinois (2014)

Catholic University Master of Science in Engineering: Management Engineering

Washington, DC (2007)

U.S. Naval Academy Bachelor of Science: Political Science (Graduated with Merit) Minor, French Studies (basic) / Varsity Lacrosse, 1998 – 2001

INTERNATIONAL EXPERIENCE Western Europe | Middle East | East Asia

Annapolis, MD (2001)

Ansuman Bose

100 Cold Spring Road, 316A || Rocky Hill CT 06067 USA||510-300-7028 (M) ||[email protected]

SUMMARY    

Innovative and customer focused senior executive with 14 years of experience in IT consulting services Responsible for multi-site, multi-customer operations globally with with multi-million dollar P&L responsibility Expert in customer communication management in Healthcare , Insurance and Retirement products Have a strong exposure to multiple IT products, technologies, tools and possess considerable experience in various IT frameworks and methodologies

Key Roles and Responsibilities 

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Project and Client Relationship Management  Manage multi-site IT operations and service management  Planning, scheduling, budgeting and managing risks for various IT programs and portfolios  Manage client relationship with project, portfolio managers and IT Directors  Propose and execute optimum solutions and process reengineering initiatives at various clients Business Development  Identify and manage opportunities by showcasing service offerings and solutions as relevant to customer’s business need. Built 15 MUSD product and domain competency portfolio from zero.  Ideated, proposed and executed solutions generating new business over 3 MUSD over two years with various clients  Lead sales initiatives for new account openings and expansion of services for existing clients  Liaise with various product vendors and alliance partners to create joint offerings and convert opportunities  Create strategies to manage operating margin of the unit within the goals set by the organization  Build relationship with prospective clients and partners at industry forums and conferences. People engagement and development  Manage a portfolio of 150+ domain and product consultants across clients in Insurance vertical  Build IT products and services competency centers and COE leaveraging internal and external partners for providing training as required

Professional Experience and Selected Accomplishments Mar 2009 – Till date Infosys/ Various Healthcare and Insurance clients Senior Project Manager and Practice Lead       

Glastonbury, CT, USA

Lead Portfolio in Insurance vertical to strategize and execute programs to re-engineer and modernize customer communications in healthcare and insurance Recruiting, staffing, building team to execute and deliver various programs and projects across 7 Insurance and 5 Financial Services clients Strategize and develop niche COTS products competency centers to generate revenue for the unit Generating new business over three MUSD by developing consulting offerings, solution acclerators and domain COEs Built customer communication management unit and helped it grow from zero to five million USD annual revenue currently servicing Allstate Financials, Aetna Inc., CareFirst, GAIC and Nationwide Insurance Helped build Customer Communication Management Center of Excellence (CC COE) for customers Planned and established China operation for the unit

ANSUMAN BOSE

PAGE |1

Mar 2008 – Feb 2009 Project Manager

Infosys/Genworth Financial

Stamford, CT, USA

Managed team of consultants and developers to build risk surveillance platform for asset backed and mortgage backed securities Managed project issues, risks and reported weekly and monthly project status to client IT director Instituted various strategies to improve quality and productivity of deliverables

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Apr 2006 – Mar 2008 Project Manager

Infosys/The Hartford Life

Windsor, CT, USA

Managed multiple projects to launch new retirement products and features Coordinated large scale implementation of projects impacting multi-systems and lines of business Managed external and internal stakeholders Estimated projects and programs involving cross department service lines in Infosys Had the bottom-line delivery responsibility for development and testing teams Initiated and executed various process improvements which generated annual savings of one million to the client

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Jan 2003 – Mar 2006 Infosys/Aetna Inc. Business System Analyst, Application development team lead

Middletown, CT, USA

Gathered requirements and elicited use cases through business stakeholder interviews and JAD sessions Responsible for data and object modeling for Plan, member, claim and provider domains Planned, monitored and tracked tasks and activities for the development and business analyst teams for various projects Managed multiple projects to launch new HMO and PPO products Had SLA responsibility and delivered with 100% SLA adherence for system maintenance and support Provided process consultancy for productivity and performance improvements in operations and systems

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Aug 2000 – Dec 2002 Infosys/ Northwestern Mutual Software Engineer - Application development and maintenance  

Bhubaneswar, Orissa, India

Design, development and testing for field force agent website Built tools to automate manual tasks and increase productivity of the team

Academic, Certifications & Professional Memberships

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Kellogg School of Management, Northwestern University, Evanston, IL. Executive MBA (expected June 2014) Bachelor in Chemical Engineering (1996-2000) from National Institute of Technology, Rourkela, India.  Valedictorian in class Certified in General Insurance by Insurance Institute of America - Property and Casualty (P&C) – INS21, INS22 & INS23 AHIP : Fundamentals of Healthcare - Part A & B, Certified Software Quality Analyst (CSQA) - 2006

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Member of Xplor International & America’s Health Insurance Plans (AHIP)

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Special Achievements     

Won HP Visionary award – Best interactive application, Sep 2011 for solution developed for Aetna Inc. Evaluated in the Band 1+ category (top 5% performers) in Infosys for last three years Winner of Infosys Award of Excellence 2012 for Project Excellence Winner of Infosys Strategy NY/NJ/NE Circle 2013 Awarded “Most Valuable Captain Oct 2007” in Infosys

ANSUMAN BOSE

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KAY BRADLEY 1822 South Bishop St. Apt. 305 | Chicago, IL 60608 |[email protected] | 312.401.3108

PROFILE Outcome oriented advertising professional with a solid track record of developing and executing integrated communication strategies that generate measurable results for organizations. Trusted partner to senior marketing leaders due to proven strategic thinking, creative problem solving and leadership skills. Expertise in branding, consumer insights, engagement planning and digital strategy, with a focus on unearthing behavior changing insights to inform effective messaging and media strategies that bridge online and offline worlds. Excellent presentation and team communication skills and recognized for an ability to foster integration between cross-functional teams. PROFESSIONAL EXPERIENCE Cramer Krasselt, Chicago IL (2009-Present) Full service independent advertising agency with 500+ employees and $1B in billings Account Experience Cedar Fair Entertainment Company, Crocs, Edward Jones, Heinz, Panera Bread, Porsche & Under Armour Vice President, Planning Director 2011-Present • Lead strategic positioning for Panera Bread’s ‘Live Consciously. Eat Deliciously’ campaign that consists of a fully integrated communications plan including online advertising, social media, email, PR, microsite, print, TV, OOH, transit, and radio. Campaign resulted in a 23 percentage point increase in purchase intent and 24 percentage point increase in familiarity within the brand tracker just three months after launch and generated an 18 percentage point increase in brand advocacy. The microsite received ½ million visits from people who spent an average of 21 minutes on the site. The online video received over 2MM YouTube views and the social component generated nearly 1MM interactions. • Developed brand positioning for 13 amusement parks within the Cedar Fair Entertainment Company park portfolio (E.g. Cedar Point, Knott’s Berry Farm, Canada’s Wonderland, California’s Great America). Conducted consumer research and market sizing analysis to determine key growth segments. Developed and implemented integrated messaging and channel strategies to reach and motivate audiences through online and offline media. Campaign increased 2011 to 2012 year over year revenue for the organization by $40MM. • Responsible for strategic development for agency new business pitch wins including the $40MM Panera Bread, $50MM Cedar Fair Entertainment and $20MM Porsche accounts. • Launched Edward Jones “Iconoclast” advertising campaign and responsible for ongoing campaign evolution. Helped develop digital extensions of the campaign through content partnerships like Edward Jones’ “Chatting Cage” on MLB.com and Good Morning America’s “Newsmakers". Collectively the campaign has increased consumer consideration for the firm by 15 percentage points since 2009. • Develop messaging and contact strategies for Edward Jones’ performance marketing initiatives. Expanding direct marketing program to include a coordinated contact strategy through direct mail and one-to-one digital channels. • Supervise two brand planners. Responsible for overall development through mentorship, training, performance evaluations and day-to-day instruction. Senior Brand Planner 2009-2011 • Directed media engagement planning and strategic development for Heinz’s Ore-Ida brand. Success with this initiative increased agency responsibilities to include approximately $30MM in media planning and buying. • Launched global rebranding effort for Crocs shoes through the “Feel the Love” campaign. Successfully increased consideration among target audience by 4 percentage points and reduced negative consideration among general population by 7 percentage points in just two months. Increased client revenue 55% from 2009 to 2011 and drove a 10 point increase in stock price from March 2010 to March 2011. • Developed digital campaign for Under Armour women’s line. Increased Under Armour’s relevance among young female athletes and drove growth in women’s sales that outpaced growth in men’s sales during same time period. • Supervised brand planner and helped foster her development from junior planner to planner.

Arnold Worldwide Boston, MA

(2005-2009)

International advertising agency with over 1,200 employees, offices in 15 countries and $115MM in revenue Account Responsibilities Carnival Cruise Lines, City Year, RadioShack, Purina & Volvo Senior Brand Planner 2008-2009 • Developed brand strategy for Carnival Cruise Lines. Redefined target audience and developed new positioning which inspired the “Fun for All. All for Fun.” advertising campaign. Designed and conducted consumer vacation planning study to inform online communication strategy. • Managed rebranding effort for City Year, non-profit service organization. Identified insights among millennial audience that informed advertising and media strategy in effort to encourage participation and increase qualified applications to the corps. • Participated in Planning for Good; collection of brand planners who conceptualize strategic solutions for marketing of non-profit organizations. Brand Planner, Arnold Worldwide 2007-2008 • Managed day‐to‐day brand planning responsibilities including the strategic development for RadioShack’s “Do Stuff” campaign and product promotional marketing efforts. Managed research initiatives including creative testing and brand tracking. • Nominated for and completed coursework for American Association of Advertising Agencies Institute for Advanced Advertising Studies. Assistant Brand Planner, Arnold Worldwide 2006-2007 • Helped develop Volvo’s “Life is Better” campaign which separates Volvo from other premium car brands by selling togetherness vs. status to car lovers who place a premium on shared experiences. • Produced proprietary cross‐industry “green” study in collaboration with Arnold’s business insights team. Educated clients about ways to effectively approach “green” marketing through discrete segments of green consumers. Assistant Account Manager, Arnold Worldwide Account Management Intern, Arnold Worldwide Advertising Intern, NL Partners Assistant Athletic Director, North Yarmouth Academy

2005-2006 Summer 2005 Spring 2005 2004-2005

ADDITIONAL EXPERIENCE • Junior board member, Off the Street Club, Chicago, IL • Marketing consultant; Advisor to the board, Shortbord, Boston, MA • Consumer insights consultant, Nine Naturals, Chicago, IL

2010 - Present 2009 -2010 2010 - 2011

EDUCATION Kellogg School of Management, Northwestern University Evanston, IL • Executive Masters of Business Administration

Degree anticipated, 2014

Amherst College 2004 Amherst, MA • B.A. Psychology • Women’s Varsity Soccer 2000-2003, Captain 2003; Friends of Amherst Award 2003; NESCAC Champions 2001, 2003; NCAA Regional Champions 2002; NCAA Finalists 2001; ECAC Champions 2000 • Class Senator, Amherst Association of Students, Senior Class Chairman

SATISH BRAHME 218 Thrush Circle, Lindenhurst, IL 60046 Cell: 847-749-6431 [email protected]

PRODUCT DEVELOPMENT / TEAM, PROJECT MANAGEMENT Manager with 20 years of product development and team management experience in the wireless technology industry. Proven track record of managing multiple parallel projects from requirements planning to customer deployment, and international team management in complex matrix environments. Strong expertise in the intersection of technology and business. Customer interface skills across diverse cultures and locations. Executive MBA from Kellogg School of Management. PROFESSIONAL EXPERIENCE Intel Corporation, Lake Zurich, IL Feb 2013 – Present Selected to transition to Intel from Motorola through M&A as part of a small, highly valued R&D team Software Engineering Manager Responsible for Radio Signaling software feature development for the Intel XMM 7x60 platform in the Wireless Platform R&D group • Currently managing 3GPP R-10 feature development. Responsibilities include the planning, oversight and coordinating the activities of 10 developers and testers across different international sites. • Co-ordinated a comprehensive 8 session training with team based in Cairo, for the RRC software architecture and development process. Outcome was an accelerated technical ramp-up for the newly acquired team, and relationship building across the different Protocol Stack teams from multiple locations. Motorola Mobility (a Google company), Libertyville, IL Jun 1999 – Jan 2013 Software Engineering Manager May 2010 – Jan 2013 Received a 2-grade promotion, with responsibilities to manage an international team of 4 direct reports in the US and 12 in France. Responsible for the Radio Signaling software feature development, support and KPI initiatives. Focus areas included prioritizing LTE multi-mode / 3GPP Release 8, 9 features based on customer requirements, resource allocation, planning – including integration test equipment procurement, and driving the feature development activity through feature integration, inter-operability testing, and KPI definition and monitoring. Regular reporting and KPI presentations to SVP-level, with weekly/monthly updates. Major Accomplishments: • Lead multiple feature developments in parallel – 4G-3G Handovers, 2G-4G reselection, 4G-3G Inter-RAT SON ANR, LTE Inter Frequency Handover, 3G enhanced CELL_FACH, through to successful integration on Aspen – the first 3GPP multi-mode platform on the Motorola modem roadmap • Had one project selected from over 50, representing the modem team, to assess the quality and the efficacy of the modem team’s software engineering process. Led to a half day review with the CEO of Motorola Mobility. • Lead a cross-functional team across hardware, software and field test organizations, for the 3G call performance initiative for the Motorola FlipOut phone, which was particularly challenging due to its small size with a square shape. At the end of the 3 months of daily activity, the phone met ATT ship quality call performance requirements. External review http://pocketnow.com/android/motorola-flipout-review remarked: “The best feature of this phone is the call quality.” Software Section Manager Apr 2005 – Apr 2010 Promoted to a management position with US based direct reports, and later expanded the team with direct reports from France. Expanded the breadth of technical expertise by driving the development and integration of HSPA features, and Data Throughput for Motorola 3G handsets.

Satish Brahme - Page 2

Major Accomplishments: • Represented the protocol stack for the Call Performance initiative and identified the development roadmap, which improved Motorola handsets’ performance from a poor (1%) dropped call rate to a best-in-class (below 0.4%) on the ATT network over a period of 3 years. • Lead the development of a low cost solution in co-ordination with Agilent, for measuring Data Throughput KPIs in simulated fading environments. This was effectively utilized to assess and improve the data performance of every software release prior to the conformance testing for AT&T. • Achieved Digital Six Sigma Green Belt by automation and improvement of log analysis of call setup, call drop, and data continuity issues, which resulted in an estimated saving of $250K worth in engineering effort. Senior Software Staff Engineer Oct 2000 – Apr 2005 • Lead the development for WCDMA Measurements, Compressed Mode and Inter Frequency Handovers, as a part of the 3G signaling stack software team. • Oversaw the live network IOT to successfully enable Inter-Frequency Handovers feature in the H3G – UK network. This involved 4 months of daily co-ordination with the customer mobile handsets technical supervisor, and the UK based Motorola field test team, remotely, while managing the local software development team for the analysis and resolution of issues from the testing. • Tested the first Intra-Freq Handover with Motorola handset software and NEC, Japan 3G network; Was located in London for a month to support customer (H3G) IOT for mobility during voice and video calls • Completed MS in Computer Science from Illinois Institute of Technology, Chicago, while working full time, with a GPA 3.9/4.0 Software Staff Engineer Jul 1999 – Sep 2000 Relocated to the US through Motorola internal opportunity with the GSM Cellular handset software team Motorola India Electronics Ltd., Bangalore, India Feb 1994 – Jun 1999 Lead Software Engineer Was recruited to join Motorola as a Software Engineer. Received 2 promotions to be a Lead Software Engineer. CMC Ltd., Mumbai, India Engineer – Information Technology and Operations

Nov 1989 – Jan 1994

EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Executive Master of Business Administration, Jun 2014 ILLINOIS INSTITUTE OF TECHNOLOGY, Chicago, IL Master of Science in Computer Science, 2001 UNIVERSITY OF POONA, Pune, India Bachelor of Engineering in Electronics and Telecommunications, 1989

ADDITIONAL INFORMATION • • • •

Digital Six Sigma Green Belt - 2006 Graduate Assistant for the ‘Dale Carnegie Training Program’ Advanced Diploma in German from University of Poona US Permanent Resident

Jerome Bryant

4349 Thornwood Avenue ▪ Matteson, IL 60443 (312) 285 3157 ▪ [email protected] http://www.jeromebryant.com

EXECUTIVE PROFILE Business Strategy Expert ▪ Chief Information Officer ▪ Turnaround Manager Information Technology Leader ▪ Operations ▪ Budget Management ▪ P&L Management Top-level business executive with more than sixteen years of success driving shareholder values by transforming business strategies and maximizing profits through innovative IT solutions. A highly collaborative corporate leader and trusted boardroom confidant. Communicates effectively, institutes initiatives and creates positive change, efficiencies and increased profitability. Transforms organizations by streamlining organizations and systems, reducing in time to market, slashing costs and boosting quality, employee and client satisfaction. Leads cost-effective initiatives, ensuring timeliness and functionality. Creates a strategic vision by building upon the inputs of sales, marketing, operations, general management and financial teams. Tailors large-scale process change initiatives using organizational behavior skills in environments where results and growth are paramount. Extensive qualifications in the following competencies: ▪ Business Strategy & Planning ▪ Certified Six Sigma Black Belt ▪ Financial Reporting & Compliance ▪ Organizational & Staff Development

▪ Regulatory Compliance ▪ ERP Strategy & Implementation ▪ Program Management & Implementation ▪ Change Management

▪ Ecommerce Strategy ▪ Information Security ▪ Mobile Payment Strategy ▪ Business Process Management

CAREER SYNOPSIS Aurora Financial Systems, Chicago, IL 2009-Present CHIEF INFORMATION OFFICER Establish business strategy and IT operations for a global issuing payment card processor. Handle application and infrastructure development, telecommunications, systems architecture, program management and network infrastructure. Leads and directs security, regulatory compliance, business analysis, quality assurance, and business process engineering. Handles front-to-back project management responsibility for business applications and products. Oversees sales and client engagements and P&L management.       

Achieved PCI-DSS Level 1 compliance in ten months by leading the corporate compliance and information security efforts. Built team of top-notch professionals from the ground up; successfully manages a global 120-member team with a $250 million annual budget supporting 30 million users. Generated $30 million in 2012 revenue (EBITDA) by developing SaaS delivery model for hosted customer support, fraud protection, and payment card systems. Reduced costs 32% by ensuring proper business cases through portfolio approach to project selection. Delivered a 30% overall program reduction, successfully eliminating non-value-add programs, by creating and leading program management office and IT governance model that defined structures, processes, and ROI-based resource alignment. Improved overall revenue stream by 20% and accelerated go-to-market delivery of products through comprehensive process improvements. Managed multiple concurrent programs that ranged in size from $5 million to $25 million, on time and within budget.

IBM Global Business Services (via MIT Consultants), Chicago, IL

Global management consulting firm focusing on ERP implementations, operations, business strategy and planning.

2004-2009

MANAGING PARTNER / MANAGEMENT CONSULTANT Corporate finance, capital acquisition, treasury and financial management functions. Planned and negotiated mergers, acquisitions and corporate partnerships. Directed design and implementation of financial and operational systems and controls, inventory management procedures and human resources policies and procedures. Increased revenue 600% by defining and executing a partnership strategy with Big 4 consulting firms (IBM & SAP).

Jerome Bryant – Page 2

Bank of America, Chicago, IL

2001-2004

CORPORATE VICE PRESIDENT / SENIOR TECHNICAL MANAGER Led team of 50 associates that supported foreign exchange, fixed income, global derivative products, and global corporate risk projects in US, London, and Hong Kong. Managed budget of $10 million. Forecasted organizational supply and demand and reconciled variances. Created, maintained, and managed "best-of-class" standard operating procedures for software, documentation, and environments that were compliant with Six Sigma quality controls, Sarbanes-Oxley, and financial compliance controls.    

Defined ITIL and SEI CMM Level 2 & 3 compliant processes for multiple divisions which reduced missing items on customer statements by 70% and reduced defects in electronic channels by 88%. Key member of enterprise-level software engineering process group aiding all divisions to transfer knowledge of CMM, standards & procedures, and software engineering practices. Boosted production 500% and improved efficiency by implementing process improvement initiatives. Saved $350,000 and improved on-time delivery from 45% to 95% by developing and automating a standard enterprise deployment procedure.

Britannica.com, Chicago, IL

2000-2001

SYSTEMS OPERATIONS & CONFIGURATION MANAGEMENT TEAM MANAGER Managed multi-disciplinary team of 35 code deployment, UNIX, network, security, and capacity planning engineers in the US and Canada. Developed and supported tools for streamlining and automating software build and deployment process. Established department policies and SEI CMM level 2 standard software procedures. Developed and modified UNIX system configurations, networking elements and other hardware and software components to support new software releases. 

Drove gain of 400 thousand users achieved Top 500 Internet Site recognition by PC Data, and generated $700 thousand in new revenue despite collapsing market for the product.

ABN-Amro Bank, North America, Chicago, IL

1999-2000 E-COMMERCE DEVELOPMENT TEAM LEAD Led and directed multi-disciplinary development team of 15 software developers. Developed and managed project plans and schedules for multiple projects. Handled troubleshooting on NT servers consisting of IIS 4.0, ColdFusion, and SQL Server 7.0. Identified and resolved technical, change management and manpower planning issues affecting the project. EARLY CAREER: SOFTWARE ENGINEER II, MOTOROLA, ARLINGTON HEIGHTS, IL.

EDUCATION & CERTIFICATIONS Kellogg School of Management, Northwestern University, Evanston, IL Master of Business Administration – Finance & Strategy

Illinois Institute of Technology, Chicago, IL

Bachelor of Science degree in Computer Science

FINRA Series 6, 26, & 63 Licenses Life Insurance Producers License Six Sigma Black Belt Certification, through Bank of America ITIL Foundations Certification in IT Service Management, Software Training Institute

BOARD MEMBERSHIP Dreams for Kids, Executive Board Member. Dreams for Kids is a volunteer-based charity focused on educational opportunities for at-risk and disabled youth.

MARK A. BUCHMANN 1020 Timber Lane ♦ Wilmette, Illinois 60091 (847)-853-1467 (O) ♦ (847)-769-2885 (M) ♦ [email protected]

SUMMARY Hands-on Technology Executive with 19 years of progressive leadership experience in Internetworking, Security Systems, Learning Design & Implementation, Technology Training and Consulting. A highly experienced executive with demonstrated successful delivery of complex technology projects on time and on budget. International experience in data storage, remote access and enterprise edge with focus on business continuity. Successfully operating a technical services company for 17 years with steady growth and profitability. Proven investment track record with significant portfolio growth.

AREAS OF EXPERTISE: • • • • • • • •

Management: Business owner / operator P&L Management Entrepreneurship and Strategy Building high performance teams Mentoring and leadership Client relationship management 16+ year’s management experience Experienced project manager

Technology: Cisco CCIE Cisco IOS & Nexus Instructor Author/Technical Editor 17+ years Enterprise IT experience System Integration and optimization • Re-Engineering network infrastructures • Expert in: BGP & OSPF

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Administration: • Resource and Asset Optimization • Problem solving and crisis management • International business experience • Security and risk management • Infrastructure Operations • Purchase and renewal negotiation • Strong interpersonal skills

SELECTED ACHIEVEMENTS • 17 years as principal of Certa Net, Inc. • Lead Network Engineer for EDS on Bank of America contract upon their acquisition of Fleet Boston resulting in a $1.1B+ contract addition • Cisco Certified Internetworking Expert #3556 (Recertified 4/19/2011) • Certified Cisco Systems Instructor #95062 • Certified Cisco Design Associate • Nexus 1K – 7K certified Data Center Instructor and engineering expert • Lead Network Engineer for EDS working with BoA governance team designing LAN/WAN standards and engineering design implementation practices providing standardized topologies and reduced costs. • LAN Tower Lead for migration and integration of new standards between EDS and BoA including leveraging existing assets, new equipment acquisition, justifying expenses, and managing all implementation team members. • Consulting Design Engineer for large router migration from EIGRP to OSPF/BGP reducing complexity and costs while building consistency throughout the network. • Contractor with large north Chicago hospital during network wide upgrade and optimization including all documentation, configuration templates, equipment refresh, and implementation of best practices. • Contractor with leading Chicago based law firm for network wide upgrade and optimization • Author/Technical Editor of best-selling book series for Syngress Publishing • Authored Global Knowledge’s “Cisco Router Configuration – Part 1 & 2: Course” • Authored Alcatel’s “Interior Gateway Protocols” course for the ACIE certification program – developed under subcontract to Synaptic Solutions • 17 years Cisco Systems instructor from introductory to CCIE level material • Traveled to over 30 countries in Europe, Mediterranean, South America, and the Mid-East • Shift supervisor, Instructor, Collateral Duty Inspector, Fleet Air Reconnaissance Squadron Two

Mark A. Buchmann – Page 2

PROFESSIONAL EXPERIENCE: Red Ridge Financial Group: Jan 2012 – Present Director - Servicing the financial needs of our clients with; Direct Investment, Due Diligence Services, Debt Advisory, Background Verification Services and other products. Certa Net, LLC (formerly Certanet Inc. / MAB Enterprises, Inc): Jan 1997 – Present CEO – providing technical training and consulting services for IT network infrastructures and security. Responsibilities included day to day as well as vision based planning. Manage multiple nationwide maintenance and support contracts. Coordinate subcontractors, client relationships, and marketing. Key projects included delivery of IT classes to clients nationally and internationally. Network engineering in compliance with federal, state, and industry standards related to medical, manufacturing, and legal industries. Lead contract engineer and coordinator for a leading communications company during a complete network redesign. EDS/Bank of America: Nov 2002 – Dec 2004 LAN Tower Lead – High-profile management position responsible for interfacing with BoA Governance team, managing network migration and integration, fiscal overview, management of 10 direct and over 60 dotted line staff, and enforced contractual obligations. VP/Manager – Responsible for Differentiated Services network topology for BoA. Resulting up time was 99.99% while under my control. Seamlessly redesigned and integrated a new network topology consisting of production, R&D, servers and critical trading architectures encompassing over 18,000 active ports. International Communications Management, Inc: Sep 1993 – Dec 1996 Director of Technical Training – Responsible for all IT instructors deployed throughout the United States, technical documentation and manuals, equipment procurement and contract closings. During that time exceeded performance plans and surpassed target revenues three consecutive years. Responsible for quality assurance officer for all technical publications produced COO – Gateway Networks, Incorporated (Subsidiary) - Developed and implemented a business plan resulting in a 67% sales increase in five months while reducing costs 30% in eight months. Managed 14 sales associates with 100% retention rate. Responsibilities included creating business policies and procedures American Electronics Warfare Associates, Incorporated: Aug 1992 – Aug 1993 Designed, built and ran six test labs to create and test electronic counter measures for U.S. Navy. Responsibilities included management of a $2.5 million budget, acting liaison with government contract executives, and directly managing 4 technicians and ensured contract compliance. Active Duty, United States Navy: Sep 1986 – Aug 1992 Fleet Air Reconnaissance Squadron Two (VQ-2), Rota, Spain - Aircrewman/Avionics Electronics Technician, Shift supervisor, quality assurance inspector and senior technician for special projects and installations work center. Evaluator, and primary flight instructor, for specialized signal processing, electronic warfare, and observer positions. Veteran of Operations Desert Shield, Desert Storm, Provide Comfort, and Sharp Edge. Granted greater than top secret security clearance. Home ported in Rota Spain, and lived off base within the Spanish economy. Honorable discharge.

EDUCATION • • • •

Kellogg School of Management, Northwestern University Executive Masters in Business Administration Strayer University Bachelor of Science in Information Systems – Internetworking Technology Various Professional Development Courses in Internetworking Technology United States Navy • Leadership Development for Petty Officers • Survival Evasion Rescue and Escape • Advanced First Term Avionics • Aircrewman Receiving 6 Admiral Letters of Commendation • Electronic Warfare Operations Specialist

Adam F. Camp

50 North 5th Street | Brooklyn, NY 11249 | 561-309-1464 (Cell) | [email protected]

HIGHLIGHTS • • • •

Demonstrated project management skills necessary to develop energy generation facilities and to execute complex power transactions for the largest wind farm owner in North America. Strategic thinker developing and managing regions, targeting the best opportunities with limited time and resources. Aggressive self-starter skilled in developing and maintaining strong customer relationships. A natural leader with excellent communication, interpersonal, and negotiation skills with the highest level of integrity. PROFESSIONAL EXPERIENCE

Director | Development | NextEra Energy Transmission, LLC | January 2013 – present Responsible for development of transmission projects in the New York and New England regions for a rapidly growing team focused on developing new regulated and contracted transmission investments in North America. • Responsible for originating either regulated or power purchase agreement backed transmission opportunities • Led real estate negotiations and site assessment activities in New York identifying electric transmission opportunities to support the Governor’s Energy Highway initiative • Led meetings and outreach with dozens of communities in New York to inform and communicate the proposed high voltage transmission infrastructure • Originated and secured, through a joint development agreement, rights to develop a large gas and electric transmission corridor in New England to be able to expand renewable energy development • Led due diligence of 700 land leases, licenses, and other land agreements with legal team before securing land rights

Project Director | Renewable Energy Development | NextEra Energy Canada, ULC | April 2010 – December 2012 Responsible for development and commercial contract origination aspects for wind energy projects in Canada, the U.S. Northeast and parts of the PJM electric market to include leading due diligence in acquisitions. • Negotiated and executed a 20 year power purchase agreement (PPA) for a 100 MW portion of a project in PJM territory providing an estimated USD$21.5 million of annual revenue • Led the effort for contracting an 80 MW wind farm in Alberta, Canada to include the origination and structure of a 10 year contract providing an estimated CAD$12.6 MM of annual revenue • Originated and negotiated a USD$6.5 million purchase of an asset sale for development rights to a 100 MW project that was ultimately constructed • Led and managed real estate and project asset acquisitions in Canada • Managed strategic customer and regulatory relationships

Project Manager | Renewable Energy Development | NextEra Energy Resources, LLC | August 2007 – March 2010 Responsible for all aspects of development for wind energy projects in the Southwest Power Pool (SPP) Region of the United States including all electric and real estate negotiations, permits, and financial modeling. Managed a development budget of $5 MM for the development of six separate wind farms to mature for approval and ultimately construction. • Successfully led the project team to support Treasury for the project financing of a 99 MW wind farm in a 260 MW USD$305 million private placement financing, closing in only 3 months after the Commercial Operation Date (COD) • Gained project approval from Board of Directors and the necessary capital investment of $192 million • Negotiated a 20 year contract for 99 MW output, providing USD$20.2 MM of revenue annually • Negotiated terms of 87 crossing agreements with 18 different pipeline, utility, county, and state entities • Successfully deployed 11 meteorological towers throughout the southern Midwest for four separate project areas

Adam F. Camp – Page 2

• Gained management approval for a $40 million gearbox repair facility to repair turbines for a 7,000 turbine wind flee Captain | Operations and Logistics | U.S. Army | June 2002 – June 2007 International Supply Chain and Logistics with various assignments and leadership positions throughout the Pacific, European, and Central Asian theatres. Led and managed numerous tactical supply missions and humanitarian aid missions distinguished with various awards, in garrison and forward deployed. • Awarded the Bronze Star Service Medal • Implemented an inventory management system that reduced monthly food expenditures by USD$2 million, also resulting in storage reductions of dry and freezer containers by 30%, which saved USD$8.7 million for the year • Stream-lined fresh fruit and vegetable orders worth USD$250,000 weekly and decreased in-transit spoilage to less than 1% from 10 – 12% by reducing deliveries by 48 – 96 hours • Led and organized humanitarian aid projects that distributed 1.4 million pounds of food to 70,000 Afghani nationals • Managed a 125 person multinational team in Korea providing airdrop supply support for forces in the Pacific Theater. Responsible for the maintenance and readiness of $30 million of equipment and vehicles.

EDUCATION Master’s of Business Administration | Northwestern University – Kellogg School of Management | 2013 Bachelor of Arts | Accounting | Gordon College | 2002 Captain Varsity Baseball; Boston College/Northeastern University Army ROTC scholarship and commission Other Community Activities and Interests: Traveled to Peru and Haiti on missions supporting schools and orphanages; traveled to over 30 countries and spent four years abroad.

Rubén Alejandro Castillo 706 14th Ave, Coralville, IA, 52241, USA +1.218.791.7465 [email protected]

SUMMARY Human Resources and Compliance Executive with 15+ years of progressive leadership experience as a Business Partner, skilled at achieving organizational objectives by leveraging people strategies. Proven experience collaborating with senior management to conduct comprehensive, strategic people planning. Results and bottom-line oriented with a track record of promoting innovative solutions to business challenges. Selected in 2013 for company’s Global Leadership Development Program (short-term assignment in Singapore). Key competencies include: • • • • •

Change Management Talent Management Employee Relations Employee Engagement Diversity & Inclusion Programs

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HR Legal Compliance Training International Business Compliance Code of Conduct Development Ethics Programs FCPA, FLSA, ERISA, ADA Compliance

MBA from the Kellogg School of Management at Northwestern University.

BUSINESS EXPERIENCE ROCKWELL COLLINS (NYSE: COL)

July 2005 – Present Cedar Rapids, IA $5 billion firm that serves as a leader in the design, production, and support of aerospace communication and aviation electronics with over 60 locations in 27 countries and 20,000 employees. Corporate Ombudsman & Manager, Ethics & Business Conduct

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Senior Human Resources Business Partner, Government Systems

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2011 — Present

Responsible for strategic oversight of the company’s code of conduct, ethics and compliance strategies & policies, reporting directly to the Office of the General Counsel o Rockwell Collins (RC) has since been recognized as one of the “World’s Most Ethical Companies” by the Ethisphere Institute in 2011 through 2013 o Developed global RC communications campaign to coincide with code of conduct refresh o Partner with RC HR’s Learning & Development Team to devise and deploy annual ethics training and communications strategies (e.g., videos, promos) Lead team of seven investigators across all domestic and international locations (e.g., EuMEA, APAC sites), managing all internal investigations into code of conduct violations Serve as primary interface with the RC Executive Steering Committee on Ethics (consisting of CHRO, CFO, and GC) on all matters related to business conduct and international compliance Interface directly with the RC Board of Director’s Audit Committee, presenting quarterly status updates & metrics on the company’s ethics program Coordinate all required Federal Acquisition Regulation’s filings to the Department of Defense Liaise with Internal Audit and work collaboratively with counsel on all litigation preparation Designed and implemented cost savings measures (lean, continuous improvement) that reengineered case management protocol, saving $500K in 2012 and 2013 Implemented ethics and compliance programming at two joint ventures in China

Co-located with the Chief Operating Officer and business unit Vice Presidents for the Government Systems (GS) division of Rockwell Collins, reporting directly to the Vice President of GS HR Responsible for Human Resources consultation and strategy to an organization with annual revenues of $2.9B and 4,000 employees across three continents Partnered with HR domains to deliver critical thinking and solutions-based strategies in the following areas; workforce planning, analytics, (executive) compensation (salary planning), talent management & succession planning Led multiple cross-functional teams to design and implement strategies that positively affected employee engagement scores, retention and inclusion metrics during period of 10% CAGR in GS Conducted merger & acquisition due diligence on four targets, assisting to successfully people integrate two engineering firms (800 employees); established talent acquisition processes and HR policies at two joint ventures

Rubén Alejandro Castillo – Page 2 Senior Manager, University Relations, Talent Acquisition

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Responsible for the development, implementation and execution of Rockwell Collins’ University Relations strategy; all new graduate and intern hiring (entry-level engineers, co-operative learning experiences, and faculty externships) during a downturn in business conditions o Manage staff of five recruiters, recruiting across 25 college campuses annually (including all Top 10 Engineering Colleges; filling 700 positions in fiscal year with a budget of $2M Partner with HR, Engineering, and Business Unit Leadership to develop workforce plans and subsequent talent management (attract, retain, develop) strategies for critical engineering domains; implemented Engineering Rotation Program for key disciplines

Senior HR Generalist (Employee Relations)

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Provided HR support on employee relations matters to employees across various locations Responsible for the implementation of HR programs and adherence to policies across designated locations encompassing 1400 employees, including corporate HQ office Ensured the integrity of talent management processes by partnering with engineering leadership on people development

Equal Opportunity/Affirmative Action and Diversity Program Manager

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Managed and administered Rockwell Collins’ 27 Affirmative Action & EEO Programs Project lead responsible for design & implement of the RC Diversity & Inclusion Scorecard o Cadenced CEO and Executive Team quarterly on Diversity & Inclusion progress Accountable for managing all Department of Labor & Office of Federal Contract Compliance procedures / audits Project Lead for launching RC Employee Networks (i.e., employee resource groups)

HNI CORPORATION (NYSE: HNI)

2002 – 2005 Muscatine, IA $2billion firm that serves as the world’s second largest marketer and manufacturer of office furniture and hearth products, 10,000 employees across its nine operating companies. Member and Community Relations (HR) Generalist, Allsteel

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Responsible for employee relations matters at HQ and manufacturing facility, ~1000 employees

Workforce Development Specialist, HNI

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Responsible for monitoring the organization’s workforce diversity and inclusion programs o Reported to the Vice President of Organizational Development

GENERAL ELECTRIC FINANCIAL ASSURANCE (now Genworth Financial) 1999 – 2001 Davenport, IA Commenced as an Intern, subsequently hired as an HR Analyst within the Wealth Accumulation Department; focused on analytics and workforce planning metrics

EDUCATION KELLOGG SCHOOL OF MANAGEMENT NORTHWESTERN UNIVERSITY Master of Business Administration – Strategy, Finance, Marketing ST. AMBROSE UNIVERSITY Bachelor of Science – International Business

Evanston, IL Davenport, IA

ADDITIONAL INFORMATION Senior Professional in Human Resources (SPHR) designation (Former) Commissioner, State of Iowa’s Division of Latino Affairs (Governor-appointed, from 2009-2011) Bilingual; fully proficient in Spanish and English

Ileana Castrillo 1605 Euclid Ave. Apt C-2, Miami Beach, FL 33139 (786) 223-0882 [email protected]

Published author and expert in technology-driven business process improvement. Industrial engineer with 12 years of experience successfully leading global, large-scale system implementations that help IT organizations better serve the needs of the business and become a key strategic partner. Currently pursuing an executive MBA from Northwestern University's Kellogg School of Management. AREAS OF EXCELLENCE • • •

Program Management Process Improvement Enterprise Architecture

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Project Leadership Client Relations Business Intelligence

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Business Development Sales and Compensation Mergers & Acquisitions

EXPERIENCE CITRIX SYSTEMS, INC., Ft. Lauderdale, FL Business Relationship / Program Manager, Solutions Delivery Go-To-Market Portfolio (2012 – Present) Responsible for the successful completion of all Sales-driven initiatives worldwide, including Citrix’s highest priority IT projects amounting to $8 million in capital investment per year. • Led a team of 50+ cross-functional resources through the requirements, design and implementation of a multi-dimensional territory hierarchy and management solution that enabled Citrix Sales to segment and target its customer base in a previously unprecedented fashion. This 2-year program also delivered data modeling capabilities and improvements in commissionable sales data quality. • Led the second project in Citrix IT to follow pure Agile methodology for developing a customized SalesForce solution that delivered 55% - 60% in time savings associated with monthly and quarterly sales rep and territory update processes. • Led IT work stream of the commissions processing system upgrade, consisting of a new configuration and hierarchy that enabled the standardization of commissionable rules across regions. As a result, Sales requested that the role be expanded, beyond IT components, to leading the end-to-end implementation. • Presented proposal for portfolio leadership positions, including a resource management pilot. Recommendations were adopted by Solutions Delivery senior staff and implemented across all portfolios. • Evaluated performance and skill level of consulting resources and recommended business analysts for fulltime hire, who were subsequently converted, resulting in 22% growth of the team. Business Relationship / Program Manager, Solutions Delivery Back-Office Portfolio (2011 – 2012) Responsible for the successful completion of all Operations-driven IT initiatives, which amounted to $4 million in capital investment and included solutions for Order-to-Cash, Procure-to-Pay and Supply Chain Management processes. Accountable for the back-office integration of mergers and acquisitions and new product launches. • Recognized for the smoothest quarter end in recorded Citrix history as a direct result of collaborative, proactive planning and management of issues; end-of-quarter accounts for 30-40% of net order value. • Led the successful integration of acquired companies’ sales, services, products, and back-office operations with Citrix standard processes/systems against aggressive product announcement timelines. • Drove the adoption of a process hierarchy for defining scope and business impact of IT initiatives. • Developed methodology to objectively measure the benefit of process improvement initiatives, including IT automation projects, and drove adoption of the methodology, which was incorporated into the Citrix IT Project Life Cycle. • Streamlined the product launch readiness processes, resulting in time savings of 80% across 6 business units and a higher level of accountability for driving the qualification and delivery of IT requirements. • Participated in QBRs and presented quarterly updates to the VP of Operations and direct reports.

Ileana Castrillo – Page 2 Sr. Business Process Architect, Enterprise Architecture (2008 – 2011) Provided leadership, knowledge, and experience toward creating, maintaining and communicating the Enterprise Business Architecture to ensure business alignment with IT Solutions. Applied process expertise to formulate improvement recommendations, develop new processes, and provide guidance throughout their implementation. • Established the Business Process Architecture team, defining its vision, mission, methodology, and engagement model; implemented Business Process Modeling Notation (BPMN) as the process modeling standard. • Led large teams through process analysis and design of several business processes, including capturing all ERP processes and designing future processes for the SAP upgrade. • Led a team of 20+ cross-functional resources through process analysis, requirements, design and implementation of a multi-system, multi-departmental sales commissions processing solution. The implementation resulted in significant improvements in data accuracy, a reduction in the number of monthly manual adjustments required and 200-350 hours saved per quarter. • Developed strategy for an Enterprise Architecture repository, including vendor selection focusing on business process management (BPM). Implemented enterprise-wide process hierarchy based on Zachman and TOGAF principles, as well as SAP Solution Composer and the American Productivity & Quality Center (APQC). • Presented process improvement findings and best practices at the International Institute of Business Analysis (IIBA): ROI for Contract Management Solution, Six Sigma Overview and Case Study: Process Analysis. Business Development Manager, Citrix Consulting (2006 – 2008) Led revenue-generating activities working closely with Enterprise and regional Sales teams. Drove services sales cycle, client relations and project staffing decisions while managing complex consulting engagements. • Developed new products training for more than 3,000 attendees at the Citrix annual global partner conference. • Created and delivered project management training to North America and Brazil consulting teams. • Led recruiting activities and improved the process to ensure skill sets were properly captured and validated. Principal Consultant, Citrix Consulting (2002 – 2006) Led 20+ custom and full-life cycle implementations of Citrix products for large customers. Managed customer relationships and drove project delivery while coaching and mentoring team resources. • Positioned and sold over $2m in Consulting Services for a large health care organization - the largest Citrix Consulting deal for the region in two years - as a direct result of project performance and ongoing customer relationship management. • Traveled extensively to conduct client engagements and drive standardization of Citrix consulting methodology across company geographies (e.g. APAC, EMEA and Canada). • Led the first implementation of an accelerated technical training and certification program for college new hires that is still in place today. EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Executive Master in Business Administration, degree expected December 2013 UNIVERSITY OF MIAMI COLLEGE OF ENGINEERING, Coral Gables, FL Bachelor of Science in Industrial Engineering, Management Concentration Cum Laude, 2002 ADDITIONAL INFORMATION • • • • • •

Publication: Rountree D, Castrillo I, The Basics of Cloud Computing: Understanding the Fundamentals of Cloud Computing in Theory and Practice: Syngress, 2013 Technical Review: Rountree D, Federated Identity Primer: Syngress, 2012 Organizations: Project Management Institute (PMI), South Florida Technology Alliance (SFTA), International Institute of Business Analysis (IIBA), University of Miami Alumni Association Board of Directors Certifications: Business Process Management Notation (BPMN), Six Sigma Green Belt, Microsoft Certified Systems Engineer (MCSE), Citrix Certified Sales Professional (CCSP), Citrix Certified Administrator (CCA), Citrix Certified Enterprise Administrator (CCEA) Fluent in English, Spanish, French, Italian, and Portuguese Dual Spanish and US citizenship status

Nanji Chandra

155 Miles Dr., Salisbury, NC ▪ H: 860.432.5182 ▪ M: 414.418.9340 ▪ [email protected] http://www.linkedin.com/in/nanjichandra STRATEGIC LEADERSHIP | CONSULTING | GLOBAL SOURCING Technology Executive and Turnaround Specialist. Global experience with strong cross-cultural business and communication skills, working and traveling internationally (40+ countries on 5 continents) leading consulting, outsourcing and strategy engagements in varied industries. Ability to engage from strategic vision through tactical execution. Areas of expertise: Strategic Planning, Investment Analysis, Best Practice Guidance, Compliance, Risk Mitigation, Change Leadership, Cross-Functional Group Leadership, Offshore Team Leadership, Client Relations, Offshore/Onshore Sourcing, Captive Delivery Models, Strategic Partner/Vendor Management. Project Management Professional since 2006 (PMP), Six Sigma Black Belt (2009), Certified Scrum Master (2010), FAA Certified Multi Engine Instrument Pilot. EDUCATION Executive MBA, Kellogg School of Management, Northwestern University, Evanston, IL, expected 2014 B. Eng., Electronics and Communication, Bangalore University, Bangalore, India REPRESENTATIVE RESULTS • • • • •

Drove a complete reorganization of Delhaize America’s Client, Retail and Enterprise Platforms in an 8 month period driving increased efficiencies, improved risk posture and service levels Turned around a failing IT Ops organization within Cigna and turned it into a high efficiency, proactive, high performance team with an over 230% productivity improvement. The group is now considered an enterprise-wide benchmark. Developed and implemented a new outsourcing strategy that reduced offshore outsourcing costs 39%, increased on-time delivery and quality 63%, and cut go-to-market time several-fold as Global Product Development Manager for Danaher/Veeder-Root – delivering multi-million dollar savings. Reengineered a failing Global Disaster Recovery Program for ManpowerGroup’s Global IS group while simultaneously reducing annual test costs by 27%. Conceived, Planned and Managed an Operational Excellence Program: an ITIL Framework implementation for the Dept. of IT - State of Connecticut resulting in a 37% improvement in customer satisfaction, 73% reduction in the number of critical incidents and lowered downtime of mission critical State Public Facing Apps by over 300%. EXPERIENCE

DELHAIZE GROUP, Salisbury, NC, 2013 - Present Leading international grocery retailer with presence in North America, Europe and Asia (NYSE:DEG) Director – IT Platform Engineering Brought in to Delhaize America at a time of organizational crisis to provide leadership and help turn around Delhaize’s US Platforms organization. • Trimmed organization from ~100 contractors and FTEs down to 16, outsourced Build and Run functions to IBM while retaining thought leadership and design while significantly improving the organization’s risk profile and systems availability • Negotiated and completed three strategic outsourcing agreements within an 8 month period resulting in ~$10m in annual savings to the organization MANPOWERGROUP, Milwaukee, WI 2011 - 2013 World leader in innovative workforce solutions (NYSE:MAN) Global Director – IT Service Management and Disaster Recovery Hired as a thought leader by ManpowerGroup’s Global CTO to help turn around a global IT Service Management organization from a fragmented, globally dispersed group into a highly integrated, well organized team providing seamless services to the enterprise. • Created an Operational Excellence strategy to help ManpowerGroup’s Global Technology Services group turn into a lean and highly efficient provider of IT services. Drove the renegotiation of Critical SLAs with IBM drive

Nanji Chandra – Page 2

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down costs and increase service quality. Implemented ServiceNow replacing a legacy Enterprise Service Management system Decreased North American and Global Disaster Recovery Test costs by 27% and reduced Recovery Times for mission critical applications by 34%. Drove a staff reorganization effort reducing staff costs by 43% resulting in a $20 Million saving

ALASTROM PROCESS CONSULTING LLC, Manchester, CT 2007 - 2012 President, Management Consultant – IT Ops / Service Quality Multiple Consulting Engagements - Transition to Agile, Outsourcing Advisory, Program Management. Key Engagements, Projects & Results: • CIGNA Healthcare: Increased team productivity measured using a composite KPI by 230% by identifying process, tool and personnel bottlenecks and driving requisite changes. Replaced existing outsourcing vendor for Tier 1 Support with a new, better aligned vendor resulting in a 32% cost saving while doubling service coverage. Developed a KPI reporting discipline called “Metrics that Matter” to drive organizational focus towards the results that carry the greatest business impact. • Travelers Insurance: Took over and turned around Genesys Automatic Call Distributor Upgrade. Managed team of 10 and $2 million budget. Brought struggling project back to life finishing 2 weeks early and on budget. DANAHER / VEEDER-ROOT, Simsbury, CT 2009 - 2010 Provider of environmental regulatory compliance technology services to the oil & gas industry (NYSE:DHR) Global Product Development Manager Hired to rescue a troubled global software development and testing outsourcing/offshoring program, drive strategic applications development, and lead data-driven process improvement initiatives. • Developed and executed an entirely new outsourcing strategy, which reduced offshore/outsourcing, costs 39% and increased productivity 63% (as defined by on-time delivery and quality). Opened a new captive development center in Argentina and leveraged vendors in India and South America. • Implemented and drove adoption of a distributed Agile-Scrum methodology across the organization, which increased productivity 63% and brought accountability to remote teams. • Established final assembly facilities in Italy in under 4 months to take advantage of significant revenue opportunities and preferential EU tax treatment LANTERN CORPORATION (now a part of 3I InfoTech), Roswell, GA 2004 - 2008 IT infrastructure provider, Technology Consulting Senior Manager – Technology Consulting (2005 to 2008) Program Manager (2004 to 2005) Managed various IT and outsourcing projects at client sites. Supervised and coached teams on project discovery phases, as well as full project lifecycles from initiation through successful delivery. Key Projects & Results: • Department of IT, State of Connecticut- ITIL Implementation: Results include 37% improvement in customer satisfaction, 73% reduction in critical incidents, and 300% reduction in downtime for mission-critical applications. • ITT Corp.: Designed outsourcing strategy and led 5-person team that delivered winning proposal with cost savings through outsourcing, process improvements, and infrastructure rationalization/consolidation. • Audible Inc. (acquired by Amazon.com): Brought in to seamlessly transition IT operations from an internal team to an outsourced global delivery model to support company's rapid growth and scalable technology requirements with minimal impact to company's 5 million end users. Led 21-person team for 15 months on the $8.5 million project. Results include a robust operational process with 99.9% site availability (up from 95%), 70% lower mean time to repair (MTTR), and 80% reduction in severity 1 outages. • Washington Mutual Bank: Directed 6-person team on data center migration feasibility analysis and strategy development CARDIONE CONSULTING, Bangalore, India 2001-2004 Start-up venture involving cutting-edge technology on Smart Cards Founder / Director / Project Leader Launched and grew a new technology venture to 15 employees and $2 million in sales. Customers included retailers, educational institutions and government agencies in India, Singapore, Malaysia, Sri Lanka, Maldives and other countries. Company acquired in early 2004 RADIUME TECHNOLOGIES, Bangalore, India Startup focused on eBusiness and eSecurity solutions Senior Systems Analyst / Pre-Sales Business Development

2000 - 2001

RITESH P. CHAUBE 1609 Bear Crossing Cir. Apopka FL 32703 Phone: 352-246-6324 Email: [email protected] SUMMARY Seasoned Technology Leader, Entrepreneur and Dealmaker with 14 years of experience in managing high energy, fast-paced IT operations with teams and infrastructure spread over multiple continents. Diverse experience in partnering and deal-making with Venture Capitalists, Private Equity and "Old money" as C-Suite officer of a string of high growth companies.

EXPERIENCE GROUP INTERACTIVE, Gainesville, FL 2009 – 2013 Chief Technology Officer/Founder • Fully responsible for teams assigned with design, development and deployment of web applications, API, iPhone/iPad apps, Android apps, and Facebook apps for several products in the Educational and Greek Services domain. • Created, trained and led a team of program managers, designers, software engineers, and testers spread over three continents, increasing software production 900% over 4 years. • Headed business development, branding, social presence, and marketing functions to explore new horizontals resulting in a 500% increase in brand awareness and social presence over the last two years. • Negotiated favorable multi-year contracts and tightened vertical integration with technology partners including Akamai, 4info resulting in significant supplier costs and disaster response times over previous years. ATLANTIC.NET, Orlando, FL 2003 – Present Senior Programming Lead • Headed the cross-functional team comprising of sales, marketing and customer experience personnel to analyze causes of high bounce rates and oversaw deployment of advanced analytical tools to gain insight on customer navigation behavior resulting in 76% reduction in bounce rates and 45% reduction in marketing spending, and 36% increase in customer signups over previous years. • Led team from IT, Operations and Customer Support functions to develop training artifacts and conduct problem analysis sessions resulting in reduction of new hire training lead-time by 65% and reduction in customer support incidents by 53% over previous years. • Led design, development and maintenance of Cloud hosting solutions with teams comprising of two project managers and nine developers spread over three countries, accounting for over $1.2 million in IT spending. • Oversaw development, deployment and maintenance of web-based systems for multiple product lines including shared hosting, dial up, VOIP phone systems, dedicated servers, and virtual servers. • Assisted the CEO on strategic analysis of new entrepreneurial ventures, and vertical acquisitions. Assisted with analysis of pricing and product placement strategies, to facilitate decisions on allocation of marketing spend. INFOSYS TECHNOLOGIES LTD., India 2000 - 2001 Software Engineer • Led a team of ten designers and six software engineers to develop high-level design requirements for a turnkey project for a travel industry titan, accounting for $9 million in revenue, and secured customer sign-off within 80% of allotted timeframe.

Ritesh Chaube – Page 2 •

Successfully oversaw design and development of numerous domestic software projects with team sizes of five to ten software engineers using Weblogic, JSP, EJB, PERL, Oracle 8i within 90% of assigned timeframe and resources.

GODREJ & BOYCE MFG. CO. LTD., India 1998 - 2000 Executive (ERP-Manufacturing & Operations) • Managed 80 workers, eight supervisors and four engineers to independently oversee the execution of capital equipment projects for major refining segment clients accounting for over $3 million in revenue. Achieved targets using 85% of allocated resources by thorough planning and project activity synchronization. • Served on the team that implemented Project Management, Manpower Scheduling and Materials Planning using BaaN enterprise resource planning suite resulting in 65% reduction in rework, 33% improvement in throughput, 23% reduction in manpower downtime and 45% reduction in inventory on hand.

EDUCATION MBA, Strategy & Finance, Kellogg School of Management, Northwestern University, expected Dec 2014 MS, Decision & Information Sciences, University of Florida, May 2003, GPA: 3.86/4.00. Bachelor of Engineering, Mumbai, India, May 1998, Merit scholar, First Class with Honors. Diploma in Engineering, Mumbai, India, May 1995, Merit scholar, Graduated Top of the class.

ADDITIONAL INFORMATION Technical Skills • Computer Languages and Technologies: C, C++, PHP 5, Perl 6, COM+, ASPX, C#.Net Framework, VB/VBScript, JQuery/JS, Python, R statistical software, Object definition language, J2EE, Java Beans, Servlets, JDBC,JSP, EJB. • Knowledge Analysis: Machine learning algorithms, neural networks, and personalization models. • Servers: Weblogic, Jboss, Tomcat, Websphere, Apache. • Databases: SQL Server, Oracle, MySQL, Matisse OODB, PostgreSQL. • Filesystems: ext4, ZFS • Key/Value Stores: Redis, Cassandra, CouchDB • Virtualization: KVM, ISCSI over Infiniband, Libvirt • Turnkey IT Setups and operations with Amazon Web Services, Rackspace, Google Cloud Patents • U.S. Patent # 2011/0218846 Systems and methods for tracking referrals among a plurality of members of a social network, et.al., issued Sept 2011. Awards/Honors/Recognitions • 2010 Cade Prize for Innovation, et. al. • YCombinator Class of Summer 2012 • ‘Certificate of Excellence’ at Infosys Technologies Ltd. • ‘Certificate of Merit’ for first rank in both years of Engineering. • Merit Scholar, University of Mumbai. Activities • Cloud Advisory Council – OEM Cloud Technology Initiative • NJABL.org – Widely adopted spam prevention list • CIO/CTO Leadership Council • Alliance for Nonprofit Management • Society for Nonprofit Organizations

MAUREEN COLLINS, MS, RD 13305 W. Burleigh Road #4, Milwaukee, WI 53005 | Mobile: 414-232-1190 | [email protected]

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HEALTHCARE QUALITY AND OUTCOMES LEADER Experienced, collaborative, results-oriented leader with expertise in leading clinical and analytical teams to transform reliable data into meaningful information for improvement, program evaluation, demonstration of value and publication/presentation; Skilled at facilitating organization-wide initiatives, removing barriers, team building and efficient processes.

PROFESSIONAL EXPERIENCE CHILDREN’S HOSPITAL OF WISCONSIN, Milwaukee, WI 2007-Present Ranked in top 5 of Children’s Hospitals in the nation by Parents magazine in 2013. Provides primary care, specialty care, urgent care, emergency care, community health services, and foster and adoption service. Director, National Outcomes Center (2012-Present) Leading a team of RNs, statisticians, outcomes specialists and assistants in outcomes studies and projects which support partnerships with national colleagues, support medical leader priorities for outcomes measurement and support the strategic plan. Report to Chief Medical Officer, Vice President, Quality. Major Accomplishments: • Co-leading the multi-year system-wide Balanced Scorecard Quality initiative to improve immunization rates, demonstrating improvement for four years in a row to date. • Leading a team to develop and implement a multi-center registry for congenital heart disease (eight national centers) to describe and improve care for children with congenital heart disease. Director, Outcomes (2007-2012) Returned to Children’s to lead a team of RNs, statisticians, outcomes specialists, data and decision support analysts and assistants in hospital quality reporting and outcomes analysis projects which support medical director outcomes priorities and the strategic plan. Major Accomplishments: • Raised the department employee commitment survey results from Tier 3 in 2006 to Tier 1 in 2007. • Developed and implemented the system-wide balanced scorecard service excellence measures. THE ACADEMY OF NUTRITION AND DIETETICS, Chicago, IL 2005-2007 The Academy of Nutrition and Dietetics is the world’s largest organization of nutrition and dietetic professionals. The Academy's over 75,000 members help shape the food choices and impact the nutritional status of the public. Director, Quality Management Opportunity to lead the national membership in defining standards and scope of professional practice and to represent and lead the membership in national quality initiatives. Major Accomplishments: • Lead a national initiative to define and document professional and technical standards of practice. • Represented the Academy at national forums (e.g. National Committee for Quality Assurance, The Joint Commission, and American Osteopathic Association). • Co-authored professional publications and communications.

Maureen Collins – Page 2

CHILDREN’S HOSPITAL OF WISCONSIN, Milwaukee, WI

1990-2005

Program Manager, Quantitative Health Sciences (2003-2005) Promoted to management role. Developed the new section of the Medical College of Wisconsin, Department of Pediatrics. Reported to the Section Chief. Recruited statistical and support staff; Established procedures; Developed budget. The section completed up to fifty projects in the first year, the majority published or presented. Performed this role in addition to the outcomes specialist role. Outcomes Specialist (1999-2005) Learned new skills through new position. Coordinated operational definitions, training and inter-rater reliability for a national multi-center pediatric critical care registry; Quality of life / outcomes studies. Clinical Dietitian (1990-1999) Provided clinical nutrition support primarily for neonatal and pediatric intensive care patients. RIVERSIDE MEDICAL CENTER, Kankakee, IL

1988-1990

Clinical Dietitian Provided clinical nutrition support primarily for intensive care, pediatric and closed head injury patients.

EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Master of Business Administration, degree expected June, 2014 • Focus on US Healthcare, Innovation Strategy, Decision Analytics, and Aligning Incentives. MOUNT MARY COLLEGE, Milwaukee, WI Master of Science-Clinical Nutrition, 1998 MOUNT MARY COLLEGE, Milwaukee, WI Bachelor of Science-Dietetics / Registered Dietitian, 1988

PROFESSIONAL COURSE COMPLETION HARVARD SCHOOL OF PUBLIC HEALTH, Boston, MA Leadership Strategies for Evolving Health Care Executives, 2011 INSTITUTE FOR HEALTHCARE IMPROVEMENT, Chicago, IL Building a Quality Measurement System that Works, 2010 HARVARD SCHOOL OF PUBLIC HEALTH, Boston, MA Measurement, Design and Analysis Methods for Health Outcomes Research, 2009

ADDITIONAL INFORMATION • •

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One international presentation, two national presentations, and 18 peer reviewed publications. Treasurer, Board of Directors, Exchange Club of Greater Milwaukee for the Prevention of Child Abuse. Volunteer reviewer, Institutional Review Board, Children’s Hospital of Wisconsin.

Daniel J. Consigli 9731 Coronado Lake Drive • Boynton Beach, FL 33437 [email protected] • Mobile: 617.943.5003 FINANCE AND OPERATIONS EXECUTIVE Results oriented, decisive, and innovative leader with more than 15 years of extensive management experience in finance and operations in the financial services industry Confident leader, strong organizational and presentation skills, strategic thinker and planner International experience in managing divisions in Europe, India, South Africa, Australia and Latin America Executive MBA from Kellogg School of Management, Northwestern University EXPERIENCE ISRAEL DISCOUNT BANK OF NEW YORK, North Miami, FL 2010 - Present Finance and Operations Executive SVP Division Chief Operations Officer and Finance Officer for the business lines of Private Banking, Corporate lending, Commercial Real Estate lending, Branch Teller and International Latin American Private Banking with full P&L responsibilities of $325mm in assets and $740mm in deposits. Major responsibilities include: management of division, strategy and marketing of products and services for the business unit; finance functions of revenue and expenses management, budgeting, forecasting, and variance analysis for division; operations in the division supporting business including staff management, regulatory reporting, compliance, audit, HR, and Technology oversight.  Brought financial stability to division, removed downgraded credit facilities from lending operations  Designed auditing and compliance standards and brought division from “fair” to “well controlled” audit status  Moved company from Federal Government cease and deceased status to active status with operational redesign  Implemented Sarbanes Oxley attestation and Dodd-Frank compliance programs  Installed a new branch capture system which increased operational productivity by 23%  Reduced divisional expense basis by 34% for stronger profit contribution  Designed and implemented disaster recovery solution and business continuity planning for region COLLABERA INC, 2008 - 2010 Senior Consultant, Banking & Financial assignments Key client assignments:  Consultant, Bank of America, Charlotte, NC: Managed Bank and Asset Management merger of Bank of America and Merrill Lynch (2010)  Consultant, Peoples United Bank, US Travel: Senior advisor to executives on merger consolidation (2009 – 2010)  Consultant/Interim CFO, North Broward Preparatory Schools, LLC, Coconut Creek, FL: Financial Advisor of P&L management, budgeting and forecasting. Developed new staff structure, hired staff. (2008 – 2009) J.P. MORGAN CHASE BANK & COMPANY, Boston, MA/Boca Raton, FL 2003 - 2008 Division CFO/COO Managing Director, Boston, MA Divisional Chief Financial Officer and Chief Operations Officer with oversight of 18 divisions globally, full P&L responsibility of $850mm for SEC registered services division. Operational responsibilities included mergers and acquisitions, operations and strategy. Financial Responsibilities included oversight of accounting, auditing, financial planning, budgeting & forecasting, modeling, trending, tax management, and policy governance.  Managed teams globally across Europe, Asia, India, Australia and North America with proven management and leadership style for 50 staff with 10 direct reports  Negotiated and implemented real estate expansion strategy in Boston region for 400 staff, 600,000 sq ft of space  Board of Directors- Officer duties and management of Legal Entity J.P. Morgan Investor Services Company Assistant CFO/COO Vice President, Boca Raton, FL Managed financial and accounting operations for Asset Management and Private Banking business  Responsible for mergers and acquisitions division, focusing on financial integrations of entities for Asset Management and Private Banking lines of businesses of JPMorgan and Chase merger, and BankOne merger  Oversight of legal entity accounting, finance, treasury, regulatory reporting including 10K/10Q filings  Promoted to Division CFO/COO in Boston region

Daniel J. Consigli – Page 2

RESOURCES GLOBAL INC, 2002 - 2003 Senior Consultant - Banking & Financial Key client assignments:  Consultant, Freddie Mac, McLean, Virginia: Responsible for addressing the material weakness audit findings and strategic advisory of finance division, lending operations, and asset management division.(2003)  Consultant, John W. Henry & Co, Boca Raton, FL: Provided financial advisement, strategic advisory, and direction of operations. (2002) PIONEER INVESTMENT MANAGEMENT COMPANY, Boston, MA 1999 - 2002 Director of Finance & Operations Managed and responsible for company-wide finance and operations for Asset Management firm; compliance, risk assessments of operations and reporting to senior management Responsible for expense management, revenue recognition, budget and financials for $4.4 million investment management business and mutual fund operations  Planned and merged operations and technology concerning the sale of business between Pioneer Investment and UniCredito Bank, and including international travel  Implemented financial accounting software for firm  Design company wide disaster recover solution  Speaker and presenter at numerous conferences concerning financial industry issues FIDELITY INVESTMENTS, Boston, MA Market Data Finance Manager Fund Accounting Analyst

1994 - 1998

INVESTORS BANK & TRUST, Boston, MA Fund Accounting Analyst

1993 - 1994

EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Executive Master of Business Administration, Expected Graduation June 2014 BABSON COLLEGE, Entrepreneurial School of Management, Wellesley, MA Bachelor of Science degree, majors in Finance, Investments, Economics, 1993 PROFESSIONAL ASSOCIATIONS & AFFILIATIONS 

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Affiliations: Securities Industry Association(SIA), National Investment Company Service Association (NICSA), Office of Federal Housing Enterprise Oversight (OFHEO), Public Company Accounting Oversight Board (PCAOB), Institute of Internal Auditors(IIA), Treasury Club of Boston, Florida International Bankers Association (FIBA), and Beacon Council. Financial Executives International (FEI) member – FEI Awareness Committee board director Board of Director Member – J.P. Morgan Investor Services Co.

ADDITIONAL INFORMATION  

Strong technology knowledge and proficiency in software and systems USPTA Certified tennis instructor, formerly USTA ranked tennis player, golfer, and trophy fly fishing guide

Joshua J. Coster 2350 North 90th Street, Wauwatosa, WI 53226

Cell: 414-534-0684

[email protected]

LEADERSHIP/STRATEGY/OPERATIONS Operations leader and strategic business planner with 12 years of management experience. Proven track record of maximizing resource utilization, process development and improvement. Strong leadership within both union and non-union facilities, problem resolution, and accomplished customer interface skills across diverse cultures and locations with international experience. Results oriented, decisive, and innovative leader who thrives in a fast-paced environment while remaining pragmatic and focused. Lean certified. Executive MBA from Kellogg School of Management. PROFESSIONAL EXPERIENCE Joy Global Inc., Milwaukee, WI 2010 - Present $4.4B global firm based in Milwaukee, WI; manufacturer of both surface and underground mining equipment Manager, OE Planning, International/Domestic Subcontract; Surface Mining Group 8/2013 - Present Promoted into this position to create synergies between three distinct departments. Develop a strategic, longterm, subcontract plan for Milwaukee Operations. Align factories’ core competencies while developing and leveraging our relationships with our subcontract partners. • Responsible for a total salaried staff of 21 team members supporting 3 distinct departments with operations located in Milwaukee (Wisconsin) and Tianjin (China) • Materials and Planning Group (SIOP, demand planning/forecasting, inventory, new product development, master production scheduling, capacity planning) • International and Domestic Subcontract Groups, 120 + domestic and international suppliers with $150M + annual spend on fabrication, machining, and assembly (accountable for key performance indicators: Safety, Quality, Delivery, Cost performance at each vendor) • Report directly to the Vice President of Global Operations Logistics Manager, Surface Mining Group 2011 - 2013 Awarded this position to spearhead the implementation of the Logistics Organization within the company. Operating at Director-Level with responsibility for a management team of 6 Managers and 245 indirect reports (United Steelworkers) across a 24/7 operation on 3 distinct factory campuses. Manage an annual operating budget of $28M, in addition to $4M capital projects. Overall responsibility for Warehousing (Inbound and Outbound), Aftermarket Distribution, Transportation Department, Product Finishing Factory (Paint/Pack/Ship)—all focused on supporting both internal factories and external customers around the world. • Implemented new methodologies that provided improvements in past due backlogs, warehousing and shipping velocities; decreased past due by $8.7M, improved all warehouse metrics on average 45-85% • Developed a functional strategy that involved frequent interaction with Senior Vice Presidents to achieve streamlined operations to meet customer demand. Achieved go-ahead to implement strategy • Strategic Network Design Project; Key member of global team developing organization’s future supply chain strategy; analyzing warehouse and inventory optimization through global network across 6 global regions (North and South America, Australia, China, Europe, and South Africa) • On Time Delivery Strategy Team; Key member of cross functional team working to improve organization’s OTD to 95% • Report directly to the Vice President of Aftermarket Parts and Service Focus Factory Manager – OE Product Finishing Factory 2010 - 2011 Responsible for a management team of 8 (production managers, factory planners, project managers), in addition to 45 indirect reports across 3 distinct departments; support the final manufacturing process (paint, pack, ship). Accountable for delivery of a $25-30M product to customers around the globe in particular, China, Russia, India, Brazil, Australia, Canada, Chile, Peru, and South Africa • Established factory metrics and led daily operations; reduced lead time of final shipment time by 59% • Developed strategic approach to reduce safety incidents by 80% • Organized and led international audit team to improve upon department’s quality and key delivery metrics within the Australian and Canadian market • Led Kaizen events throughout factory, significantly reduced lead times while improving flow

Joshua J. Coster – Page 2 • •

Accountable for $5.8M of equipment; 80,000 square foot production space; $5.7M operating budget Recruited to join Joy Global to establish and enhance logistics procedures and accountability

Caterpillar Inc., Aurora, IL 2006 - 2010 Operations Manager, Caterpillar Logistics Services Inc. 2009 - 2010 Managed both the inbound and outbound operations for third party logistics contract (Bombardier, Inc.). Responsible for a management team of 9 salaried employees, in addition to 135 indirect team members. • Managed $660M aerospace inventory account; 250,000 square foot facility for external client • Six Sigma Process Owner responsible for leading continuous improvement programs that met division and corporate goals; led projects focused on storage optimization and facility layout • Member of diversity counsel; accountable for employee development, leadership, and engagement Production Supervisor—Manufacturing Operations 2007 - 2009 Responsible for a team of 33 skilled-trades employees (United Auto Workers); organized daily production and build schedule for a $1-4M product • Certified Six Sigma Green Belt; implemented process improvements in lean manufacturing, initiated changes in manufacturing and assembly process to reduce cycle time by 55%; initial cost savings of $365,700 • Accountable for $82M of production machinery; 1.2M square foot facility; $7M operating budget • Increased both leadership and engagement scores within workgroup while decreasing safety incidents by 50% • Selected from department of 80 to represent company in Italy; liaison for managers at partner company United States Marine Corps, Camp Pendleton, CA 1998 - 2006 Aviation Maintenance Supervisor—Staff Sergeant Trained and developed a team of 15 enlisted Marines within work center; coordinated operations actions. Responsible for $3.6M of aviation assets; served as program manager for 4 distinct aviation programs. • Increased organization’s material readiness from 24% to 96% by implementing training, licensing and safety programs; reorganized and structured maintenance information database to maximize efficiency • Graduated number 1 of 20; awarded Honor Graduate from United States Marine Corps Leadership Academy • Ranked number 1 of 63 Sergeants on all performance evaluations completed by reporting officer for 8 consecutive years. Consistently promoted ahead of peers • Earned 3 Marine Corps Achievement Medals on 3 separate foreign campaigns for leadership and teamwork • Awarded 3 Marine Corps Certificates of Commendation for commitment to volunteer activities • International experience; completed 3 deployments to Japan, 1 to South Korea, and 1 to Iraq EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Executive Master of Business Administration • Participated in Executive Career Acceleration Program

2013

DEPAUL UNIVERSITY, Chicago, IL Bachelor of Arts in Business Management • GPA 4.0/4.0, Academic Honors, Dean’s List • Phi Kappa Phi Honor Society (top 7.5% of class) and Golden Key International Honour Society (top 15%) • Certificate of Academic Excellence; an honor received by 60 out of 29,000 students (College of DuPage) • Degree completed in 2009 while concurrently working full-time at Caterpillar, post USMC career ADDITIONAL INFORMATION University of Kentucky, Lexington, KY; Lean Systems Certification, 2011 Volunteer—CURRENT: Project Lead the Way, Junior Achievement, Bay View High School, Morgandale Elementary, Anna Doerfler Community School, West Allis Central High School, Christ-St. Peter Grade School (Math and English tutor), DePaul University (Alumni Mentorship Program), Wisconsin Lutheran High School (Corporate Advisory Team; Student Career Fair; Agents of Change)

Guido Dal’Acqua 100 E Main St. Waukesha, WI 53186 Cell +1 (414) 324-9000 [email protected]

ENTREPRENEUSHIP / STRATEGY / MANAGEMENT / OPERATIONS Enthusiastic business leader with extensive experience in developing and implementing strategic initiatives to improve business processes globally. Depth of expertise in leading entrepreneurial-type projects across a range of industries. Outstanding ability to link operations to overall business strategy using broad business exposure. BS in Engineering and Kellogg MBA.

EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL MBA, degree expected December, 2014. Study abroad: HKUST School of Business and Management, Hong Kong University of Science and Technology • Deal Making in China and Asia • Understanding Consumers Recanati Graduate School of Business Administration, Tel Aviv University • Venture Capital • Product Management for Technology Companies UNICAMP – STATE UNIVERSITY OF CAMPINAS, Campinas, SP, Brazil Bachelor of Science in Civil Engineering, 2004.

PROFESSIONAL EXPERIENCE GE HEALTHCARE, Milwaukee, WI, USA 2010 - Present Headquartered in the United Kingdom, GE Healthcare is an $18 billion unit of General Electric Company (NYSE: GE). Americas Productivity Program Manager (2014 – Present) Promoted into this role with the challenge to grow the program 10% ($15M OP + $1.5M Stretch). Drive and implement the operational platform to reduce Service material cost in the Americas region. Lead a team of analysts and warehouse operations to maximize material productivity and reduce fulfillment cycle time together with 40+ suppliers. Work closely with Europe and Asia regions to drive process simplification, consistency and best practice benchmarking. Global Productivity Project Leader (2010 – 2014) Developed the global material productivity strategy on MRI and X-Ray portfolio which represents $40M spent annually. Led a high performance global cross-functional team throughout all phases of the project cycle from engineering development to implementation. Ensured the project implementation complies with quality and does not affect customer fulfillment. Took entrepreneurial challenges within a large organization with the mission to drive the development and implementation of the material productivity strategy for Latin America. The strategy was to create the infrastructure platform in Brazil to support the growing demand for service of medical devices in the Latin America region. Potential savings of $2M/year in duties and transportation costs

Guido Dal’Acqua – Page 2 and improvement in customer satisfaction. Partnered with a strategic GE U.S. supplier to open a branch in Brazil in order to build the capability to service critical products for Latin America. This solution accelerated the project implementation as IP barriers were overcome due to the partnership with an existing supplier that already serviced the same products in the U.S. Major Accomplishments: • In 2011, delivered $4.2M in variable cost productivity which represented 20% of the total material productivity savings of the department. • Successfully completed 10 productivity projects synchronized with the launch of new products delivering $1M in cost avoidance. • Drove the execution of the material productivity strategy for Latin America which created the platform for GE to service medical devices in Brazil to attend Latin America demand that will save $2M/year and increase GE’s competitive advantage in the market. VALE SA, Belo Horizonte, MG, Brazil 2005 - 2010 Headquartered in Brazil, Vale SA (NYSE: VALE) is the world's second largest mining company, the leading producer of iron ore and pellets and the world's second biggest nickel producer. Logistics Project Manager (2007 – 2010) Led logistics infrastructure projects valued at $200M, ensuring safety, timing, costs and quality targets are met throughout the development phase. Established project methodology, communication, and issue resolution processes. Ensured work stream alignment with project plans, cross-team interdependencies, and overall schedule. Major Accomplishments: • In 2008, named for an international assignment in China aimed at increasing integration between Vale and its customers. Visited steel mills, coal mines, ports, railroads and energy plants located across eight provinces. • Led the capacity expansion project of Belo Horizonte railroad. CAPEX of $100M. Rail Maintenance Planning Coordinator (2005 – 2007) Developed the maintenance strategy of 8,000 Km of railroad involving engineering and operational areas; Managed the execution of the maintenance plan across 8 states in Brazil. Led directly a team of engineer and technicians to support the implementation teams in the field. Major Accomplishments: • Led a very successful railroad preventive maintenance plan to face the rainy season. This plan delivered a reduction of 45% train halts due to the rains.

ADDITIONAL INFORMATION • • • • •

Specialization in Railroad Engineering (PUC – Pontifical Catholic University of Minas Gerais, Brazil). Specialization in Project Management (IBMEC – Brazilian Institute of Capital Markets, Brazil). Native Portuguese speaker, fluent in English and Spanish. H-1B U.S. work visa holder. Passionate for travelling and learning about new cultures and people.

Michael G. Davis 14441 W. IL Route 60 / Lake Forest, IL 60045 Home 704-705-2319 / Cell 847-643-6237 [email protected]

SUMMARY Shared Services Director for $9B wholesale distributor. Currently on international assignment in Panama City, Panama. Thirteen years of audit & consulting experience helping internal and external clients manage risk, reduce cost, and optimize performance. Partner with senior management to provide independent advice regarding operational, financial, and information technology-related trends and associated risks and opportunities. Consulting experience across a wide range of industries, including Fortune 1000 companies in retail, banking, manufacturing, energy, mining, communications and software. Skilled account / project manager and business developer, as well as team leader & mentor. Simultaneously manage the execution of multiple client engagements and project teams. EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Master of Business Administration, degree expected November 2014 BRIGHAM YOUNG UNIVERSITY, Provo, UT Bachelor of Arts (International Relations), August 2000

PROFESSIONAL EXPERIENCE WW GRAINGER, Lake Forest, IL / Panama City, Panama 2011- Present $9B global distributor of maintenance, repair and operating products (MRO), headquartered in Lake Forest, IL. Director, Financial Shared Services, 2013 - Present Currently on expatriate assignment in Panama City, Panama. Lead a group of 48 professionals responsible for delivering best in class service to business partners through efficient transaction processing and innovative business process solutions. Director of Internal Audit, 2011 - 2013 Led a global internal audit practice with 29 professionals, including five direct reports. Under the direction of the Audit Committee and VP of Internal Audit, managed financial, operational, and information technology audits and risk assessments worldwide. Performed control-related due diligence reviews for company acquisitions in Europe and Latin America. Recruited high performing team members and managed external consultant relationships. Oversaw the implementation of Enterprise Risk Management and Continuous Monitoring frameworks. Major Accomplishments: • Led successful implementation of an enterprise-wide continuous monitoring framework and integrity checks to assist management with compliance and improve operating margins. • Lead the overhaul of management’s Sarbanes-Oxley compliance PMO, creating new efficiencies including on-line training programs and automation of testing activities. • Co-led a management committee in the development of rewards and recognition programs for the Finance organization, increasing awareness and consistency across the organization.

Michael G. Davis – Page 2

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In response to a changing company risk profile, managed the creation of new audit group focused on government sales, regulatory compliance, and continuous monitoring. Led special projects at the request of senior management, including due diligence on M&A transactions and fraud investigations.

KPMG, Boise, ID / Santiago, Chile / Charlotte, NC 2004- 2011 Global network of professional firms providing audit, advisory and tax services with global headquarters in the Netherlands Director – Advisory Services, 2009 - 2011 Advisor to mid-market and Fortune 500 clients, assisting them with complex issues regarding Enterprise Risk Management (ERM), regulatory and compliance risk, project management, information technology, and business process improvement. Simultaneously managed financial statement, operational and compliance audit engagements. Negotiated fees, managed project realization and budgets for a $2 million client portfolio. Recruited high-performing college campus and experienced hire professionals. Major Accomplishments: • Selected for an international rotation to Santiago, Chile to lead the formation of the Risk Advisory practice of KPMG Chile (2007-2010) • Led a successful initiative to grow KPMG Chile’s Information Risk Management practice from 18,000 to 30,000 hours. • Built the KPMG Chile Information Risk Management group through recruitment and management of 4 direct-report managers and 20 indirect-report audit staff. Led initiative to create specialized, industryfocused teams. • Managed client engagements teams and relationships with over fifty clients spanning various industries, including SEC foreign filers. • Leader of the first Advisory/Consulting team located in the KPMG Boise, Idaho office (2004-2007). Successfully recruited a team of consulting professionals to serve clients throughout the Pacific Northwest. • Guided two Fortune 500 companies through the year one Sarbanes-Oxley compliance process. • Consistently rated as an Exceptional Performer (EP). Recipient of “Make it Count” business development award for consecutive 2011 quarters. AMERICAN PRESIDENT LINES, Oakland California 2000-2004 The world's seventh-largest container transportation and logistics company, APL operates a fleet of 153 container vessels. Internal Auditor / Senior Auditor– Audit & Advisory Services, 2000-2004 Conducted risk-based operational, financial and IT audits of the company’s agencies and terminal operators in Latin America and the US East and West coasts. Performed data analytics and audit testing using tools such as ACL. Provided PMO support and systems development lifecycle reviews for a major software implementation at APL Logistics in Great Britain and the Netherlands. Implemented the COSO and CobIT control frameworks across the enterprise. ADDITIONAL INFORMATION • • •

Between 1994 and 1996, lived in the coastal and central regions of Colombia as volunteer missionary. Bilingual – fluent in Spanish with extensive international and cross-cultural integration experience in Latin America. Certified in Risk and Information Systems Control (CRISC) / Certified Information System Auditor (CISA) / Certified in the Governance of Enterprise IT (CGEIT)

Ganesh Devarajan Phone: 315 450 2827 • E-mail: [email protected]

1707, Garand Dr. Deerfield, IL 60015

PROFILE A highly accomplished, Forward-thinking Security Research and Development executive with over 11 years of experience in the following areas • Information Assurance • Product Development & Delivery • Software Development • Application Security • Process Improvement • Systems Integration • Security Solutions Architect • Business Leadership skills. • Market Analysis • Research & Development • Strategic Planning • IT Operations EXPERIENCE

Senior Manager, Accenture Chicago, IL •

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Senior Security Architect, GoDaddy.com Scottsdale, AZ • • • •

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Mar 2010 to May 2013

Managed the development and the vision of all the GoDaddy security products along with the Research and Development of the Managed Security Services that GoDaddy is offering. Responsible for the following Product Development Teams yielding over 96 Million dollars annually PKI SSL Certificates, Code Signing Certificates, Website Protection Site Scanner/Malware Scanner, Website Risk Assessment, Internal Security Automation, Quality Assurance for all these Products Lead the development team to build Internet’s Reputation score – Building a master list of all the malicious IP Addresses in the world and auto quarantine them from the GoDaddy network. This helps mitigate 5-8 Million attacks per hour on GoDaddy. Process Improvement – Led a team of Executives for the COBIT initiative for process improvement and defined a GoDaddy standard. Applied those standards to the Data Center Operations, Networking Operations, and the entire Development Organization across 50 Product teams.

Security Researcher, TippingPoint Inc. – HP, Austin, TX •

Jun 2013 to Present

Currently working with the C-Suite to manage and develop a strategic plan for a large natural resources client in Texas to improve their overall security posture. My teams are implementing Threat & Vulnerability Management, Security Incident & Event Management (SIEM), Data Leakage Protection (DLP), Identity & Access Management (I&AM), IT Governance and Process Improvement initiatives. We also have a 24/7 Security Operations Center. Managing a team assess the security posture for a large Semiconductor company. Currently helping a large media company on the West coast to harden their network and the applications after a breach. The project involves Firewall rule hardening, integrating with SIEM, Web Application Firewall (WAF), file integrity monitors and implementing better secure development process. Helped architect the DMZ network with high security inputs for a major utility company on the east coast. The design included network segmentation and workflow segregation, WAF, Reverse Proxy, Firewalls. Helped define a new DDoS mitigation service that has both inputs and feedback on Security analytics and active defense to better protect the customer infrastructure.

Nov 2005 to Feb 2010

Led the research and development of The IP Reputation service product line. Estimated projection for the first year in revenue was over 80 Million Lead security researcher for Critical Infrastructure (SCADA) Network – Instrumental in the development of all SCADA filters for TippingPoint’s IPS. Developed tools to simulate various SCADA protocol communications. Researched the latest known vulnerabilities to write filters for the TippingPoint Intrusion Prevention Systems.

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Developed tools and Reverse Engineered applications to find new Vulnerabilities in popular applications. Peer to peer network researcher – Assessed various P2P network traffic and wrote filters for TippingPoint’s IPS to block the communication between the nodes.

Senior Software Developer, Navisite Inc. Syracuse, NY

Aug 2005 to Nov 2005

Senior Software Developer, US Beverage Net Inc. Syracuse, NY

May 2005 to Aug 2005

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Worked on the America’s Job Bank Project (www.ajb.org) also was part of the team that worked on the Katrina Recovery Jobs Website (www.ajb.org/katrinajobs).

Developed automation software that would abstract readings from devices like Harpagon, which in turn is connected to the Flow meters to determine the flow of beverage through the taps.

Research Assistant, The CASE Research Center, Syracuse, New York

Jan 2004 to May 2005

Research Consultant, Dolphin Technologies, Syracuse, NY

Jun 2004 to Dec 2004

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Determination of Insider Threats in a Wireless Networking Environment Digital Signature Schemes for XML Guard Survivability of Components in Runtime Role Based Hierarchical System for trusted Military Messaging System

Devised a solution using the XML Guard technology that would preserve the message integrity and confidentiality when passing through different layers of security clearance. EDUCATION NORTHWESTERN UNIVERSITY, KELLOGG SCHOOL OF BUSINESS, Evanston, IL Executive Master of Business Administration SYRACUSE UNIVERSITY, LC SMITH COLLEGE OF ENGINEERING AND COMPUTER SCIENCE, Syracuse, NY Master of Science in Computer Engineering (CGPA 3. 5) BHARATHIDASAN UNIVERSITY, SHANMUGHA COLLEGE OF ENGINEERING, Tanjore, India Bachelor of Technology in Information Technology (74% aggregate CGPA 3.93)

December 2014 August 2005 May 2003

ADDITIONAL INFORMATION CERTIFICATIONS Executive Education, Driving Strategic Value from IT ITIL v3 Foundation Certification

November 2010 March 2011

RESEARCH MENTIONED IN MAINSTREAM MEDIA http://www.forbes.com/2007/08/22/scada-hackers-infrastructure-tech-security-cx_ag_0822hack.html http://www.forbes.com/2008/01/18/cyber-attack-utilities-tech-intel-cx_ag_0118attack.html http://www.nbcnews.com/id/20128089/#.UVJ5CVuG2LA PATENTS

PATENTS GRANTED 8370407 - Systems Providing a Network Resource Address Reputation Service https://www.google.com/search?tbo=p&tbm=pts&hl=en&q=ganesh+devarajan&num=10 PATENTS PENDING - 20 more patents have been filed

Fernando Diaz

10919 S. Avenue O, Chicago, IL 60617 (773) 491-4446 [email protected]

PROFILE Dynamic higher education leader with nine years of Multicultural and Diversity experience. Track record in finding creative solutions with limited resources. Focused on developing high impact teams that foster inclusion, creativity, respect and goal-oriented results. Inclusive and innovative management style with emphasis on teamwork and consensus building. Successful in establishing strategic initiatives and partnerships at the local, national and international levels.

EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Executive MBA, degree expected December 2014 • Social Service Committee Member CHICAGO STATE UNIVERSITY, Chicago, Illinois MA in Education Leadership and Administration, GPA 3.71/4.00, 2008 • Intern: Harold Washington College, Student Services • Intern: Chicago State University, Athletics Department BA in Political Science, minor in History, Summa Cum Laude, GPA 3.96/4.00, 2003 • Presidential Scholar • Dean’s List (2000-03) • Political Science Departmental Award • Cesar Chavez Award (Community Involvement) • President, Organization of Latin American Students (2001-02)

PROFESSIONAL EXPERIENCE CHICAGO STATE UNIVERSITY, Chicago, Illinois 2004 – Present Assistant Dean of Students (October 2013-Present) Promoted to role of Assistant Dean in addition to continuing as Director of the Latino Resource Center. In the Dean’s role, assist with the management of $5.5 million revenue generating budgets in Student Union and Residence Hall, facilitate all planning, assessment and operations for five departments, develop division-wide marketing plan including websites, collateral and social media, and oversee all university-wide student issues and concerns. Coordinate all professional development and training • Led transition in Student Affairs between deans and directors of Housing and Residence Life • Developed strategic goals for DOSA in alignment with University Mission • Redeveloped Student Handbook Director, Latino Resource Center (2010-Present) Associate Director (2006-2010) Assistant Director (2006) Outreach Coordinator (2004 – 2006) Responsible for designing and delivering cultural, social and professional development programming and community outreach opportunities to enhance enrollment, retention, and graduation of the University’s Latino student body. Create and manage Operational Budget. Active member of the overall Student Affairs initiatives and committees of the University. Provide ongoing benchmarking statistics and analyses to evaluate program effectiveness. • Presented Outstanding Alumni Staff Award by Alumni Association in 2013 for exceptional service to University and success with LRC.

Fernando Diaz Resume Page 2 • • • • • • •

Doubled student participation annually for last three consecutive years by improving business operations through training of professional and student staff, improved communications, tracking of students and recruitment of staff/student volunteers. Increased cultural programming by 38% without increasing costs by increasing number of alumni and student volunteers and increasing the number of internal and external partnerships. Expanded outreach partnerships by 68% from 2010 to 2011 when assumed Director position Increased funding by 25% in 2010 when assumed Director position by reallocation of budgets and partnering with internal and external organizations. Renovated and expanded LRC offices in 2011, which led to a 50% increase of traffic in the Center annually. Fundraised and Awarded over $100,000 in scholarships to Latino students Developed partnerships with universities in Chile and Spain

Assistant/Associate Director (2006-10) Oversaw the day-to-day operations of the Center including the advisement of five Latino-based student organizations; advisement of career planning, course selection, leadership and professional development of students. • Lobbied for legislation for HSIs and Latino students in state and federal levels • Increased corporate relations by 20% in funding of scholarships and professional development programs. • Spearheaded Latino Student Retention Programs that resulted in 5% higher retention rate of Latinos over general population. • Implemented Professional & Leadership Development Programs in partnership with the United States Hispanic Leadership Institute (USHLI), which led to a programmatic shift of LRC offerings with minimal funding from internal or external sources. Outreach Coordinator (2004-06) Filled this newly created position to increase the pool the prospective Latino students. • Launched Latino Outreach Initiative Program that led to the expansion of prospective Latino students from approximately 500 to over 3,000 in the span of two years. FC REPUBLIC SOCCER CLUB, Chicago, IL 2010 - Present Co-Founder and Coach Club provides competitive soccer training for boys and girls ages 4-12 in Southeast Chicago and Northwest Indiana. • Oversee all planning, execution, operations, and assessment • Increased membership by 50% annually since inception in 2010 from 10 to over 160 in 2014 by recruiting volunteer coaches and partnering with recreational clubs. • U8 Module Illinois License

MEMBERSHIP AND ASSOCIATIONS • • • • • • • • • • •

Illinois Latino Advisory Council on Higher Education (ILACHE), Member Hispanic Association of Colleges and Universities (HACU), Member Pilsen Neighbors Community Council – University Council Member National Society of Hispanic MBA (NSHMBA), Member Catholic Charities, Latino Advisory Council, Member American Student Government Association (ASGA) Chicago Dia de los Niños Parade Committee United States Hispanic Leadership Institute Illinois Hispanic Chamber of Commerce Little Village Chamber of Commerce NASPA, Member

JOSEPH DIPIAZZA 451 West Huron Street, Unit 1512, Chicago, Illinois 60654 312.985.6365 www.linkedin.com/in/jdipiazza

[email protected]

SUMMARY Self-driven sales and business development strategist with senior executive leadership history and demonstrated track record for leading new business, product and service development initiatives, creating and delivering unique business models, and delivering consistent business growth and profitability. Astute analyst recognized for designing strategies, formulating brand development opportunities, and increasing enterprise value. Key areas of expertise: • Marketing • Strategy • Entrepreneurship • Business Development • Sales • Negotiation EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, Illinois Master of Business Administration, Management, degree anticipated 2014 • Member, Gay & Lesbian Management Association, Consulting Club, Kellogg Cohorts, Real Estate Club UNIVERSITY OF NOTRE DAME, Notre Dame, Indiana Bachelor of Business Administration, Management and Computer Applications, 1998 EXPERIENCE INDEPENDENT CONSULTANT, Chicago, IL Sales Strategy and Business Development

2012 - Present

Raise.Com, Chicago, Illinois, 2012 – 2013 Raise.com is a peer-to-peer online gift card marketplace. Architected a new sales department, which included developing complex pitches, consulting a multitude of potential partners, and creating strategic alliances in a new market space. Served as a trusted advisor to the CEO and COO on issues relating to sales force interviewing/hiring, productivity, training, and process improvement. • Identified key players in the secondary gift card market and converted said prospects to paying customers by working closely with the software engineering team to develop streamlined processes that focused on the customer experience. This collaboration produced state-of-the-art tools to track key metrics of bulk sales accounts, accelerated large transactions internally, and increased overall efficiency in the marketplace. • Procured, developed and maintained 40+ bulk seller clients that delivered double-digit growth to sales department revenue during each month of my employment. Initiated strategic partnerships with offline merchants that enabled new channels of revenue to the sales department. • Designed and implemented a customer survey pilot, followed by detailed regression analysis that yielded valuable information about client decision making and expanding the target market. • Expanded the customer base significantly by creating an introductory packet to educate existing businesses on additional revenue opportunity in the secondary gift card market. This starter-kit allowed potential clients to easily connect to our open marketplace. The Mortgage Law Group, Chicago, IL, 2012 The Mortgage Law Group is a consumer protection law firm based in Chicago, with 39 offices in the United States. • Constructed a new sales consulting division of an existing national law firm. Worked directly with firm partners to establish an expansion strategy, determine target markets, implement CRM, and hire/train sales force. o Established monthly sales goals and consistently surpassed benchmarks by defining and executing sound strategy in planning, purchasing, and implementing a high volume lead generation processes. o Increased ROI by using predictive CRM analytics and comprehensive data analysis to more effectively target the needs and interests of potential clients on retaining mortgage legal services including loan modification and foreclosure defense.

JOSEPH DIPIAZZA

Page 2

REALM REALTY COMPANY, Chicago, Illinois 2008 – 2011 Realm is a Chicago-based, independent real estate brokerage firm. Founder/CEO and Managing Broker Created to sell newly constructed homes and condominiums developed by Ferro-DiPiazza, Inc. Oversaw a team of 6 real estate agents representing both buyer and seller clients; implemented a robust telemarketing component which involved purchasing leads, scripting sales pitches, defining and achieving sales quotas, and intense training and development. Transformed the brokerage into a foreclosure and short sale specialty office after the real estate market downturn in 2008; established a Financial Solutions division that researched and provided financing options for buyers affected by the tightening of the mortgage industry. Maximized the potential of an independent real estate brokerage during a down economy by implementing strategy, combining cutting-edge technology and traditional customer service, and identifying and capitalizing on ancillary service offerings; founded and operated the firm. • Garnered the Certified Accredited Buyer’s Representative (ABR) designation from the National Association of Realtors (NAR) awarded to the top 5% of agents nationally. • Designated a Certified Short Sales & Foreclosure Expert by the NAR. • Earned recognition as a Certified GREEN Property Specialist by the NAR. FERRO-DIPIAZZA, INC., Chicago, Illinois 2006 – 2007 Ferro-DiPiazza is a local general contracting and real estate development company. Junior Vice President & Project Manager Joined established family-owned contracting and development business as Partner and Project Manager. Ensured smooth running real estate development projects by aligning construction projects with strategic business objectives. Spearheaded all phases of multiple construction projects; included scheduling labor, materials delivery, and equipment operation. Established and cultivated sound relationships with numerous professionals including alderman, city inspectors, and planning commission members. Directly involved in daily activities of approving vendor invoices for payment and verifying costs against estimates and specifications. • Project managed residential development projects yielding $50+ million in sales; included single-family homes, townhomes, and condominiums. • Oversaw the development of the $80 million Astoria Tower in Chicago’s South Loop neighborhood, and Hudson Huron, a $30 million residential building in Chicago’s River North neighborhood. CROBAR WORLDWIDE, Chicago, Illinois; Miami, Florida; New York, New York 2003 – 2005 Crobar is an international nightlife entertainment company that is based in Chicago. Marketing Director Managed this entertainment organization’s marketing strategy by coordinating corporate marketing programs through its headquarters in Chicago and implementing these programs in its Chicago, Miami and New York City venues. • Facilitated ~ $40 million in annual sales in 2004 through music, fashion, and society platforms. • Planned and executed a $1 million advertising campaign utilizing digital and traditional media for simultaneous grand openings. • Increased web traffic 700% by spearheading the launch of a promotional web site that showcased all venues. LEO BURNETT / STARCOM WORLDWIDE, Chicago, Illinois; New York, New York 1998 – 2002 Outdoor Market Specialist (2000-2002) Selected, negotiated, and purchased billboard, wall, transit, and Times Square advertising space for all of Leo Burnett’s 60+ clients that targeted locations in or around New York City. • Negotiated ~$200 Million in outdoor media annually. • Developed outdoor marketing campaigns and garnered award-winning locations for GAP, Banana Republic, Miller Brewing, Disney, Delta, and Proctor & Gamble. Media Buyer / Planner (1998-2000) Ascertained clients’ needs by meeting with them regularly to discuss strategy, target demographics, timelines, and available inventory; worked with vendors to fulfill client goals. • Planned and negotiated ~$2 Million in media for launch of Northwestern Memorial Hospital’s new replacement hospital and ambulatory care in 1999. • Planned and negotiated ~$8 Million in media for launch of living.com, coolsavings.com, and varsitybooks.com.

JOHN S. DOYCHICH [email protected]

200 N. Jefferson St., #1101 • Chicago, Illinois 60661 • (773) 738-9399

Dynamic financial professional possessing a proven track record of entrepreneurial experience seeks to utilize expertise in Operational Streamlining, Alliance Building, Relationship Cultivation, Strategic Financial Management, Policy & Procedure Development, and Compliance to drive profitability within a progressive organization.

SUMMARY:

• Operational Optimization Able to adapt to all emergent situations, directing resources where required to meet goals. Maintain well organized teams, cross training all staff to be the most effective. Cultivate awareness and self actualization of personnel, building increased investment in operations. Implement policies & procedures to enhance efficiency. • Relationship Management Highly experienced in assessing true needs and expectations, building lasting professional relationships. Collaborate with key internal and external assets to drive profitability/reduce costs through strategic partnerships and alliances. • Process Implementation Possess a proven ability to anticipate unique requirements or potential roadblocks in all situations. Continually develop back-up plans to minimize downtime and deliver exceptional results; streamline communication and implementation channels to quickly/effectively meet client and organizational needs.

PROFESSIONAL W ILLIAMS GROUP HOLDINGS, LLC, Chicago, Illinois Director of Finance/Controller EXPERIENCE:

Highlights

Highlights

Highlights

EDUCATION:

2007 to Present

• Report directly to the Board of Directors, combining assets to leverage and maximize investment opportunities as well as returns. • Manage a portfolio of assets that include significant ownership in financial services, cable television, sport franchise companies, private equity placement, real estate holdings, hedge funds, and securities. ! Directly oversee an active portfolio of investments, ensuring their performance meets expectations and making recommendations to Board. ! Oversee HR functions, negotiating benefits and establishing company policies & procedures. ! Manage the family office, assisting in estate and tax planning. ! Recommended ways to enhance structure and discipline for investment analysis, decision making, and office operations. ! Conducted due diligence and quantitative analysis, structuring transactions and reviewing/negotiating legal documents; communicated directly with investment committees and other investors. ! Developed relationships with key leaders in each investment to build an effective channel of communication.

G IORDANOS ENTERPRISES, INC., Chicago, Illinois

2007

BCC FINANCIAL SERVICES , Chicago, Illinois

2006

Staff Accountant/Assistant Controller • Collaborated in management of financial operations, managing a team of six staff members. • Oversaw accounting, operational management, and reporting, while streamlining operations. • Performed internal audits, including: analysis of operations, identification of potential business problems, and consultation regarding accounting issues. ! Achieved a cost reduction of 20% through key operational enhancement to finance/operations. ! Coached employees, resulting in significant improvements in forecasting, budgeting, and market share measurement. ! Assisted the organization in expansion of financing and funding. ! Identified additional revenues to successfully drive operations and enhance profitability. ! Introduced and implemented software system to streamline operations. Staff Accountant • Assisted the controller with daily transactions and accounting operations. • Conducted research of new technology, assisting in condensing of department to reduce operational expenses. ! Identified areas to tighten practices, implementing procedures to benefit business. ! Implemented a structured process that created priorities and personal accountability. ! Streamlined staff accounting position from three individuals down to one, through implementation of new technology.

John Marshall Law School, Chicago, Illinois Completed coursework toward Juris Doctorate

Western Michigan University, Kalamazoo, Michigan Haworth College of Business

2004 to 2005 Conferred 2002

John S. Doychich – Page 2 Received Bachelor of Business Administration degree in Accounting • Vice President, Beta Alpha Psi - National Accounting Fraternity

COMPUTER:

• MS Word

• Excel

• PowerPoint

• QuickBooks

• Great Plains

C. JOHN DUONG 8039 W Long Lake Dr

Kalamazoo, MI 49048

Cell: (646) 543-9473

Email: [email protected]

PROFILE Results-oriented, high-energy, hands-on leader with 15+ years of diverse experience across principal investing, merger & acquisition, corporate finance, equity research, credit and grant making. Expert on impact investing across both mission-related (MRI) and program-related investing (PRI). Extensive client management coupled with operational and deal execution experience required to pull together multiple parties for highly complex transactions.

SKILLS SUMMARY ♦ Principal Investing ♦ Deal Origination/Execution ♦ Credit Structuring/Analysis ♦ Program Related Investing

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Strategic Advisory Negotiations & Diplomacy Capital Raising Performing Due Diligence

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Client Management Board/Fiduciary Experience Investment Research Grant Making

EXPERIENCE HIGHLIGHTS Leadership and Operating Experience – Thriving in unstructured environments ♦ Led deal execution and negotiations for double bottom line investments at W.K. Kellogg Foundation ♦ Served as Director of Business Development for White Energy to execute its growth & restructuring ♦ Hired by Dept. Head as first person to help build new Corporate Finance Advisory Group at Barclays ♦ Managed the coordination of Citigroup’s Media & Telecom Conference in 2005 as project leader ♦ Oversaw $7MM+ budget as Trustee & Treasurer for Lighthouse Charter School serving 450 kids ♦ Served on the Boards (observer) of investees where appropriate ♦ Executed department’s deployment of $850K annual grants budget and monitoring of grantees ♦ Managed junior staff, outside consultants and co-investment partners on diligence processes Principal Investing – Driving double bottom line investing across different asset classes ♦ Managed $100MM+ Mission Driven Investments (MDI) portfolio as Program & Portfolio Officer ♦ Optimized portfolio construction through prudent structuring of investments and asset allocation that drive measurable social impact while achieving market rate returns across all asset classes (funds, private equity, fixed income, as well as direct investments) ♦ Established industry standards for the impact investing sector by championing tools and key practices ♦ Led on two deals from inception through successful exits within two years of joining Kellogg Underwriting/Credit Risk Analysis – Assessing credit risk and underwriting structures ♦ Formally credit-trained at JPM to analyze corporate credits and methods to monitor and reduce risk ♦ Reviewed, negotiated and structured covenant levels for bank loans and acquisition funding ♦ Assessed managements’ strategy, pro forma ratings impact and downside risks of transactions ♦ Evaluated JPM’s exposure to hedge funds based on their investment style, management team, track record, leverage used, risk management systems in place along with macro factors driving risk ♦ Transaction samples: Hercules ($1.25BN) and Newport News ($475MM) acquisition funding; Riverwood ($2.55BN), TrizecHahn ($500MM), Orbital Sciences ($200MM) bank facility syndication Mergers & Acquisitions/Strategic Advisory – Providing trusted advice to clients ♦ Provided unbiased advice to management on mergers, acquisitions and divestitures to optimize growth, recapitalization considerations, operational efficiency and company valuation ♦ Negotiated engagement agreements, term sheets, fees, deal structure and purchase agreements ♦ Deal execution experience spanned entire process from inception through due diligence and closing ♦ Transaction samples: $900M Nortel divestiture; $45MM MSL acquisition of MCMS; $120MM Alliant Energy Power Plant acquisition; $110MM Tri-State Outdoor LBO; $18MM KTUD-LP TV station

C. JOHN DUONG – Page 2 Capital Raising – Advising on optimal capital structure and funding strategy ♦ Knowledgeable across different layers of the capital structure and key considerations of funding ♦ Analyzed market appetite for clients’ securities and provided guidance to clients on market positioning ♦ Raised private equity for early and growth stage companies as well as public market financings ♦ Strong network of relationships across foundations, PE/VC funds, pension funds, corporations ♦ IPOs & debt issuances: China Netcom $1.3BN IPO, Tribune $780M and Comcast $1.2BN bonds Effective Communicator – Delivering the right message to various audiences ♦ Led discussions with audiences at all levels including senior executives and Board members ♦ Persuaded dissenting viewpoints in negotiations and resolved conflicts through diplomatic approach ♦ Wrote and edited various documents including management presentations, investment memos, equity research reports, engagement agreements, term sheets, investment policy statements ♦ Presented at conferences and participated on panels as an expert practitioner of impact investing Financial Modeling – Quantifying concepts in evaluating opportunities & risks ♦ Completed Investment Banking Analyst Program and promoted directly to Associate without MBA ♦ Created dynamic models including valuation analyses using DCF, LBO, SOTP, precedent transactions, trading multiples for capital raises, acquisitions, asset sales, and IPO pricing WORK HISTORY

W.K. Kellogg Foundation (2011 – Present) – Program & Portfolio Officer

Battle Creek, MI

Independent Consultant PickACharity.org (2009 – 2011) – Founder White Energy, LLC (2008 – 2009) – Strategic Advisor, Director of Business Development Omniscient Holdings, LLC (2006 – 2007) – Entrepreneur/Consultant

New York, NY Dallas, TX New York, NY

Merrill Lynch (2007 – 2008) – Equity Research Analyst, Restaurant Sector

New York, NY

Citigroup Global Markets (2004 – 2006) – Senior Associate, Media & Telecom Group

New York, NY

Daniels & Associates, LP (2003 – 2004) – Assistant Vice President

New York, NY

Barclays Capital (2001 – 2003) – Manager, Corporate Finance Advisory Group

New York, NY

J.P. Morgan & Co., Inc. Technology, Media & Telecom Group (1999 – 2001) – Associate, Mergers & Acquisitions Credit and Acquisition Financing Group (1997 – 1999) – Credit Analyst

New York, NY

Sponsors for Educational Opportunity (SEO) – Summer Internships (1995 and 1996)

New York, NY

EDUCATION Kellogg School of Management, Northwestern University (2013) Executive MBA with concentration in Management and Entrepreneurship

Evanston, IL

New Haven, CT Yale University (1997) B.A. in Economics and East Asian Studies. Semester abroad at The Chinese University of Hong Kong as NSEP/Boren Fellow Central High School (1993) Graduated Valedictorian, elected Senior Class President and selected Student of the Year PERSONAL/MISCELLANEOUS ♦ Board Member of SeeChange Health Inc. and Nurture Inc. (d/b/a Happy Family) ♦ Trustee and volunteer Treasurer of Bronx Lighthouse Charter School (2006-2011) ♦ 2010 Council of Urban Professionals (CUP) Fellow; NYC REACH mentor ♦ Prior FINRA Series 7, 63, 86 and 87 licensed; CFA Level 3 candidate; NYSSA member ♦ Born in Cambodia and survivor of Khmer Rouge concentration camp

La Crosse, WI

FELIPE ECHEVERRI 2333 Brickell Ave. Apt. 1002 - Miami, FL 33129 – 305.984.6728 – [email protected] SUMMARY Managing Director and Team Leader with over 10 years of experience in product development of medical devices, surgical instruments, and automated equipment. Extensive knowledge and familiarity with SolidWorks and various fabrication methods such as CNC machining, wire EDM, injection molding, casting, sheet metal, surface finishing, and various forms of 3D printing. Proven track-record in R&D and in taking an idea from concept to market: have led efforts in the launch of 7 different medical devices and have developed over 40 different devices for research use only. Bilingual in English and Spanish. Professional achievements include: • Co-inventor of Perifusion System (Patent No - 8,263,389) • Led ground up implementation of an ISO 13485 Quality System which enabled Biorep to become an FDA registered company for Medical Device Manufacturing • Recipient of NIH SBIR Phase I ($100,000) & II ($1,000,000) grants • Recipient of Graphical System Design Achievement Award from National Instruments • Colombia National Tennis Champion (1996-1998) Core competencies include: • Learning agility, insatiable curiosity, irrepressible optimism • Team player • Comfort with ambiguity • Brave enough to build new-to-the-world things • Drive for results/desire for impact EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Miami, FL/Evanston, IL Executive MBA, degree expected December 2014 MERCER UNIVERSITY, Macon, GA M.S.E. Mechanical Engineering, GPA: 3.85, dual degree five year program, 2003 B.S.E. Biomedical Engineering, GPA: 3.22 • Obtained Full NCAA Division I Tennis Scholarship at Mercer University • Mercer University Tennis Team Captain and # 1 Player (1999-2003) • Acquired Dean’s List status Spring Semester 2002 with a 3.9 GPA • One of twelve students selected nationwide for participation in a biomechanics research program at Suny Upstate Medical University, Institute for Human Performance, Syracuse, NY, 2001 • Academic Tutor for students in Calculus I & II and Physics I & II, Learning Skills Center, 1999-2000 • Selected by Dean of the School of Engineering to give the commencement address at the Order of Engineer ceremony EXPERIENCE BIOREP TECHNOLOGIES, INC., Miami, FL 2003 - Present Biorep is a leading global medical technology company that develops, manufactures and sells medical devices and instrument systems. President/Managing Director Engineering Director Report directly to the CEO. Joined the company at its inception and have sustained steady growth for ten consecutive years by consistently introducing unique tools that facilitate cure-focused diabetes research and

Felipe Echeverri – Page 2 minimally invasive cardiac surgery. Lead and develop a multi-disciplinary team of eleven people that includes mechanical, electrical, and software engineers, quality and regulatory affairs personnel, and administrative staff. • Designed and developed over 40 novel research equipment needed for pancreatic islet isolation as an emerging treatment for type 1 diabetes. • Established partnerships with Medtronic and Miami Instruments. • Designed, developed, and launched to the US market seven different surgical instruments for a pioneering minimally invasive heart valve repair and replacement technique. Instruments are distributed by Medtronic under the Miami Instruments brand. • Developed products for key clients including Medtronic, Pfizer, Eli Lilly, Novartis, Novo Nordisk, Takeda, Harvard University, Yale University, Oxford University, Karolinska Institute, and other leading universities across the world. • Increased sales consistently during the past ten years. • Led the efforts to implement an ISO 13485:2003 quality management system to comply with the FDA regulatory guidelines. • Worked together with patent attorney throughout the course of nine issued and nine pending patents. • Extensive knowledge and experience with various fabrication methods such as CNC machining, wire EDM, injection molding, casting, sheet metal, surface finishing, and various forms of 3D printing. ADDITIONAL INFORMATION •

Continuing Education and Certifications o Successfully completed the Fundamentals of Engineering (FE) Exam o Certified SolidWorks Professional o Certified LabVIEW Associate Developer

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Technical skills o Advanced computer proficiency with SolidWorks (CSWP), SolidWorks EPDM, LabVIEW (CLAD), PLC & Touchscreen Programming, Grand Avenue Software, and Microsoft Office

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Memberships o BioFlorida (Member # 7686840) o Society of Manufacturing Engineers (Member # 13626129) o Motorsports (BMW CCA # 421996) o Tennis (USTA # 1180795025)

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Interests o Cooking o Snowboarding o Scuba Diving (PADI Diver # 9502055563) o Completely re-designed and remodeled my first one-bedroom apartment PATENTS

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Issued Patents o Perifusion Device o Patent No: 8,263,389 o Issue Date: September 11, 2012

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Patents Pending o Perifusion Device o Application No: 11/653,193 o Publication No: US 2008/0168847 A1 o Filing Date: January 12, 2007

DIMITRI P. ELIOPOULOS 18 Sharron Court, Hinsdale, IL 60521 – (708)212-8743 [email protected]

PROFESSIONAL SUMMARY Relationship driven professional in the wealth management industry for more than twelve years. Proven track record of managing and developing new business channels and revenue on a national scale. Strong people development and training skills acquired by growing a highperforming wealth management team.

EDUCATION Kellogg School of Management, Northwestern University, Evanston, IL Executive MBA, degree expected December, 2014 CERTIFIED PRIVATE WEALTH ADVISOR™, 2011 CERTIFIED FINANCIAL PLANNER™, 2003 DePaul University, Chicago, IL Bachelor of Science in Finance, 2001 EXPERIENCE RMB Capital, LLC 2005 - Present RMB Capital, LLC is a rapidly growing wealth management and investment management firm that provides financial planning and investment management services to nearly 1,000 clients throughout the United States, with total assets under management of approximately $3.8 billion. The firm is comprised of four business units – wealth management, asset management, alternative investments, and retirement plan solutions. RMB Capital has been recognized in Barron’s Magazine, Forbes, and Chicago Magazine as one of the top independent wealth management firms in the country. The firm was founded in 2005. Partner, Senior Wealth Manager 2009 - Present • Responsible for managing one of five wealth management teams, comprised of eight professionals, providing comprehensive wealth management services to 250 families throughout the country with total assets under management of nearly $700 million. • Responsible for the management of team’s P&L, currently generating approximately $4,000,000 of revenue for the firm, representing 20% of the firm’s revenue. • Established and cultivated channel strategy for the firm’s most productive business development relationship, leading to over $500 million of new assets over the last six years. • Developed a national brand and national presence by establishing new client relationships in Minnesota, Michigan, Missouri, Ohio, Washington DC, and Florida. • Currently mentoring four Wealth Advisors helping to enhance their financial planning knowledge, client service skills, and new business growth. • Lead Advisor responsible for corporate financial planning relationship with a Fortune 100 company. RMB has been contracted to provide financial planning services to the company’s top 150 U.S based executives.

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Relocated to Denver to help the firm establish the RMB West office. Helped CEO hire and train new employees while providing cultural and technical integration assistance with the firm’s Chicago headquarters. Regular appearances as panelist at national wealth management conferences hosted by one of the industry’s largest financial institutions.

Private Client Advisor, 2005 - 2009 • Successfully transitioned over 95% of clients from prior employer as part of a 14-person team that helped establish RMB Capital Management in April of 2005. • Responsible for providing comprehensive wealth management services to over 100 families throughout the country with assets under management between $500,000 and $5 million. • Helped create firm’s largest new business development opportunity. UBS Financial Services, Inc. Financial Advisor, 2001-2005 • Served as a Financial Advisor on one of largest wealth management team’s within UBS North American business. • Provided comprehensive wealth management services to over 150 families with a net worth of $500,000 to $2 million • Successfully completed the Series 7, Series 63, and State of Illinois Insurance exams. AWARDS Greek America’s Forty under 40, 2012 Advisor Award for Outstanding Achievement – UBS Financial Services, Inc., 2002

COMMUNITY and CIVIC INVOLVEMENT The Chicago Community Trust 100th Anniversary Steering/Fundraising Committee, 2013 - Present Young Professional Advisory Council, 2011 – Present Young Leaders Fund - Co-Chairman, 2009 – 2011 Hellenic American Leadership Council Council Member 2012 – Present DePaul University Wealth Management Advisory Board, 2014 - Present Koraes Elementary School School Board Member 2011 – 2012 OTHER Appearances on NBC 5 Chicago’s Smart Money segment in October 2013 and December 2010 Fluent in Greek

JAMES L. EVENSON 338 Hager Lane, Glenview, Illinois 60025-3329 (847) 657-9605 / [email protected] SUMMARY Strategic leader, with large-scale multinational logistics and information technology experience, focused on building global teams to drive growth and reduce costs by optimizing business systems supporting operations that deliver mission-critical results to customers around the world. EXPERIENCE SIEMENS HEALTHCARE DIAGNOSTICS, INC., Deerfield, Illinois 1999 - Present Senior Director, Head of Data Governance, Manufacturing and Logistics (2010 – Present) Responsible for enterprise data integration and management across a large network of information systems in order to drive process improvements through the use of lean principles in a regulated environment of a €4 billion medical device business line. • Developed master data management processes across a network of systems supporting over 60 countries • Drafted corporate information operations strategy focused on key organizational activities • Organized global cross-functional teams to integrate strategic plan with other on-going corporate activities Senior Manager / Business Analyst, Information Technology (1999 – 2010) Responsible for integration of a portfolio of production, procurement customer service, supply-chain, logistics, and financial information systems in support of FDA-regulated, ISO-certified, next-flight-out field service operations in support of healthcare customers world-wide. • Led final testing of a multi-year €40 million project to integrate three acquired medical device companies into Siemens Healthcare SAP systems for over 1,200 users o Served as subject matter expert for material and logistics data management across ‘system of systems’ o Considered corporate systems lead for field operations involving spare parts and reverse logistics • Supervised a business reengineering effort intended to improve customer service management and regulatory support across Europe, the Americas, and Asia for over 2,000 system end-users • Managed information systems group supporting high-volume field service distribution operations UNITED STATES MARINE CORPS RESERVE, Camp Lejeune, North Carolina 1983 - 2010 Lieutenant Colonel, Logistics Division, II Marine Expeditionary Force Responsible for supporting supply chain systems and distribution operations of all Fleet Marine Force units on the east coast of the United States. • Mobilized and deployed to Afghanistan as a 2nd Marine Expeditionary Brigade Logistics Liaison Officer to the U.S. Army Joint Sustainment Command and NATO during Operation Enduring Freedom (OEF) in 2010 o Oversaw President Obama’s ‘surge’ of 21,000 Marines, equipment, and supplies into Afghanistan o Shaped logistics support for Marine Corps combat operations in the Helmand Province • Commanded Supply Company, 4th Supply Battalion, a wholesale supply distribution unit, in 2008-9 o Led a unit with a Table of Organization of 26 officers and over 600 enlisted Marines and Sailors • Mobilized and deployed to Iraq as the Deputy Assistant Chief of Staff for Logistics for the Second Marine Aircraft Wing (Forward) during Operation Iraqi Freedom (OIF) in 2007 o Oversaw the transportation, construction, food service, and other support provided by the Logistics Civilian Augmentation Program (LOGCAP) contractor employing over 2,500 civilian personnel o Served as the lead military logistics planner for President Bush’s unannounced visit to Al Asad, Iraq • Served as Logistics Analyst, Program Manager for Ammunition, Marine Corps System Command, supporting the acquisition, distribution, and stock management of all Marine Corps ground ammunition • Mobilized and deployed twice as Ground Ammunition and War Reserve Materiel Officer, Marine Forces Pacific, overseeing the material support of over 80,000 personnel supporting various combat operations

JAMES L. EVENSON – Page 2 Responsible for providing detailed data scheme and financial analysis that resulted in $1.2 billion Congressional appropriation to replace USMC equipment and supplies after initial OIF invasion Received early promotion in 2006; Retired in 2010 prior to convening of colonel selection board o

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KPMG, LLP, Chicago, Illinois 1997 - 1999 Senior Consultant, Customer Value Management Practice Responsible for implementation of business applications and infrastructure solutions involving field and sales force automation systems. • Contributed to the development of an application architecture integrating a corporate wide area network and legacy databases for use by remotely located mobile client computers of a large insurance company • Provided an operational and financial analysis for a mobile fare and data collection system for Amtrak OPTIMAL SOLUTION TECHNOLOGIES, INC., Evanston, Illinois 1994 - 1997 Founder / Chief Executive Officer Responsible for building and growing a decision support systems and mathematical modeling consulting business with special focus on transportation planning and service logistics. • Key clients: American Express Travel Services, American Airlines Decision Technologies (now SABRE) • Notable results included: o Increase of $20 million in profit over similar quarter-to-quarter revenue in first quarter of use after implementation of airline travel model to optimize ticket contract payments o Improvement of client inventory tracking accuracy from less than 90% to 99.98% on $3 million of goods within 12 months while reducing customer order process time by 60% YASKAWA ELECTRIC AMERICA, INC., Northbrook, Illinois Manager, Technical Service Division (1993 - 1994) Operations Research Analyst, Logistics Division (1992 – 1993)

1992 - 1994

IBM CORPORATION, Kingston, New York Associate Engineer, Application Solutions Line of Business

1989 – 1992

EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, Illinois Master of Business Administration, concentrations in Finance and Operations, degree expected 2014 U.S. ARMY WAR COLLEGE, Carlisle Barracks, Pennsylvania Master of Strategic Studies, 2009 U.S. ARMY COMMAND AND GENERAL STAFF COLLEGE, Fort Leavenworth, Kansas Master of Military Arts and Science (Military History), 2006 SCHOOL OF COMMUNICATION, NORTHWESTERN UNIVERSITY, Evanston, Illinois Master of Science in Communication Systems, 2005 COLLEGE OF ENGINEERING, UNIVERSITY OF ILLINOIS, Chicago, Illinois Bachelor of Science in Electrical Engineering, 1989 • Elected Student Member of the U of I Board of Trustees 1987-89 • Member of the University of Illinois Foundation since 2012

P. MARCO FISICHELLA, MD, MBA, FACS 130 South Canal Street, Chicago, IL 60606 Phone: 773-7932958, Email: [email protected] SUMMARY Physician and Executive Director with over 12 years experience in patient care, clinical research, and higher education. Strong leadership and project management skills coupled with demonstrated ability to achieve profitable growth. Have directed: • A $4.5M Simulation Center at Loyola University Stritch School of Medicine. • The Surgical Subspecialty Clinics at Hines Jr. VA Medical Center with a volume of 85,000 visits/year. • The Swallowing Center at Loyola University Medical Center. Principal strengths include strategic planning, new business development, cost management, and effective allocation of human resources. Results-oriented team player with strong problem solving skills. Outstanding communication skills, high levels of resourcefulness and creativity, and a powerful and inspiring level of initiative and energy. EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Master of Business and Administration, 2013 UNIVERSITY OF CALIFORNIA SAN FRANCISCO, San Francisco, CA Fellowship in Minimally Invasive and Bariatric Surgery, 2008 UNIVERSITY OF ILLINOIS AT CHICAGO, Chicago, IL Residency in General Surgery, 2007 UNIVERSITY OF CATANIA, Catania, Italy Residency in General Surgery, 2000 and Doctor of Medicine Cum Laude, 1994 EXPERIENCE BOSTON VETERAN ADMINISTRATION HEALTHCARE SYSTEM, West Roxbury, MA 2014-Present Associate Chief of Surgery (2014-Present) • Responsibe for the day-to-day operation of two campuses, optimizing clinic capacity, utilization of resources, and operating room efficiency, and monitoring and improving the quality programs within the surgical service. • Expert in minimally invasive gastrointestinal, esophageal, and bariatric surgery. BRIGHAM AND WOMEN’S HOSPITAL, Boston, MA Associate Surgeon (2014-Present)

2014-Present

HARVARD MEDICAL SCHOOL, Boston, MA Lecturer in Surgery (Associate Professorship expected in 2014)

2014-Present

LOYOLA UNIVERSITY MEDICAL CENTER, Maywood, IL 2008-2014 Associate Professor of Surgery (2013-2014) • Expert in minimally invasive gastrointestinal, esophageal, and bariatric surgery. Director, Advanced Procedure Education Center (APEC), Stritch School of Medicine (2011-2014) • Designed a $4.5M, 5,184 sq. ft., state-of-the-art Simulation Center to enhance the procedural skills of healthcare providers, including 9,000 physicians in the Loyola University and Trinity Healthcare Network. • Directed $1.2M budget planning, financial analysis and marketing strategy; supervised a staff of four. • Responsible for medical education and research efforts in APEC. Reenergized the approach to simulation in medical education to fulfill the strategic direction of the Health Sciences Division. This has included developing and expanding curriculums across all disciplines and strengthening residency programs and medical education in the Stritch School of Medicine • Worked with leadership of the Medical School to identify and resolve financial and operational issues. • Identified the needs and devised strategies to allocate human resources more effectively. • Negotiated with several departments across the Medical Center to promote faculty involvement

P. Marco Fisichella, MD – Page 2 Medical Director, Swallowing Center (2008-2014) • Identified the need, devised a 3-year strategic plan, and negotiated the resources to establish a Center of Excellence in the treatment of esophageal diseases, the Swallowing Center; supervised a staff of four. • Oversaw and drove growth in patient volume from zero to approximately 300 evaluations/year, thereby increasing the hospital outpatient center revenues by $300.000/year. • Worked with the marketing department to devise an appropriate marketing strategy and with the hospital administration to identify and resolve financial and operational issues. Adjunct Faculty, Burn & Shock Trauma Institute (BSTI), Department of Surgery (2008-2014) • Generated externally funded research in the BSTI, the research division of the Department of Surgery. Assistant Professor of Surgery (2008-2013) • Performed advanced laparoscopic surgery with special emphasis on the treatment of diseases of the esophagus. Additional Leadership Roles at Loyola University Medical Center • Chair, Operating Room Value Analysis Committee: helped re-negotiate contracts for major laparoscopic equipment, which helped saving $4.1M over 2 years; helped establish a contract management system. • Agency for Healthcare Research and Quality (AHRQ) Patient Safety Indicator Initiative; led a team of healthcare workers to measure the clinical quality and effectiveness of operational systems aimed to improve patient safety. This effort resulted in the Medical Center reaching the 79th percentile in patient safety performance among major teaching hospitals. • Education Committee, Department of Surgery; sought and negotiated industry support to establish the Distinguished Lectureship in Laparoscopic Surgery and the Laparoscopic Surgery Training Courses. EDWARD HINES JR. VETERAN ADMINISTRATION MEDICAL CENTER 2010-2014 Medical Director, Surgical Subspecialty Clinics (2012-2014) • Provided leadership, strategic planning, resource allocation, and regulatory compliance, committee participation, clinical and operational oversight for the 13 outpatient clinics of the Surgical Service Line. Attending Surgeon (2010-2014) • Performed general and advanced laparoscopic surgery. UNIVERSITY OF CALIFORNIA SAN FRANCISCO, San Francisco, CA 2007-2008 and 2000-2002 Attending Surgeon, Moffitt-Long Hospital (2007-2008) • Performed advanced laparoscopic surgery; continued research on esophageal diseases. • Oversaw the activities of the UCSF Videoscopic Training Center and supervised a staff of three. Swallowing Center Manager (2000-2002) • Coordinated the care of patients and facilitated communication between referring physicians and staff at the UCSF Outpatient Center; oversaw equipment purchasing and maintenance. • Ideated and maintained a 4,000-patient database for research purposes. ADDITIONAL INFORMATION • • • • • • • • •

Authored more than 100 publications in peer-reviewed journals and 30 book chapters. Scopus h-index: 17 Authored/delivered 98 research presentations in national and international meetings. Editor of 3 surgical Textbooks (Springer) and peer reviewer for 13 scientific journals, including JAMA. Visiting Professor, 8 appointments, most recently University of Chicago, November 28th, 2012. Editorial Board Member of 6 peer-reviewed journals, including the American Journal of Surgery, the Journal of Surgical Research, and World Journal of Surgery; Associate Editor of BMC Gastroenterology. Member, American College of Healthcare Executives (ACHE), Society of University Surgeons, Committee on Emerging Surgical Technology and Education of the American College of Surgeons. Recipient of 2 research grants in 2011, totaling $70K, from the Society of American Gastrointestinal Endoscopic Surgeons and Loyola University. Recipient of numerous awards and honors including Dean’s Office Clinical Scholar Award, Loyola University. Certifications: NIH, Office of Extramural Research, Certification on Research Ethics; Collaborative Institutional Training Initiative (CITI); American Board of Surgery; CA, IL, and MA Medical Licenses.

RAJ GANDHI 7 Hidden Meadow Road, Seymour, CT 06483 [email protected], (203) 500-7944

EXECUTIVE SUMMARY • • • • •

Seasoned M&A and IT leader, with over 11 years of experience Prepare clients (i.e., diligence and valuations) to complete mergers, acquisitions, and divestiture Plan and deliver major transformation initiatives as a result of changing business dynamics and executing business transactions Significant depth and experience in both business applications (e.g., ERP, CRM, etc) and general infrastructure (e.g., Databases, Datacenter Operations, Network Operations, Enterprise Architecture, etc Executive MBA candidate at the Kellogg School of Management (Northwestern University) – May 2014

EXPERIENCE PRICEWATERHOUSE COOPERS, New York, NY 2005 - Present Senior Manager Mergers & Acquisitions • Conducted over 100 buy side Back office and IT due diligence reviews for both Corporate and Private Equity clients. Reviews were delivered through rapid assessments to identify and quantify potential operational issues, upside opportunities, and deal risks. Once the transaction was complete, I assisted several Buyers in planning and executing the pre-deal recommendations and opportunities • Led the planning and execution of multiple, large-scale integrations and divestitures across several industries and segments. Led the development of Day One and transition plans for finance, supply chain and IT functions as well as managed teams in executing integration and separation strategies. Additionally, responsible for the development and management of transition services and the identification and realization of transition based synergies for the deal. Strategic IT planning and implementation • Led a series of IT assessments across the core elements of IT to identify and quantify potential improvement areas across the business applications, general infrastructure, organization, and operating procedures. For each opportunity, a detailed analysis of the run-rate impact, one-time implementation cost, risk, and timeline was provided. • Worked with executive leadership team of several mid-market to large-scale organizations to plan and implement an overall three to five year IT strategy. This included implementation of new business systems (e.g., enterprise resource planning (ERP), business intelligence, and commercial and operational systems. etc), organizational restructuring, outsourcing, and infrastructure build-out. Crosssector perspective leveraging leading practices in each Company. As part of our work, there was a focused effort on quantifying the business value and tracking the value through implementation. Practice Development • Supported the New York practice in building out a 75 person M&A practice. Responsibilities include leading all undergraduate and graduate recruiting, managing relationships with top tier universities, hiring, and training a high-performing team. • Led the development and build-out of PwC IT Strategy and M&A methodology. • Led development of thought leadership pieces published by the firm on M&A best practices.

Rajan Gandhi – Page 2 Sectors Served • Private Equity, Financial Services, Consumer Products, Chemicals, Energy, Retail and eCommerce, Food and Beverage, Industrial Manufacturing, Health and Pharmaceuticals, Hospitality, and Consumer Products GENERAL ELECTRIC CO. – IMLP (Information Management Leadership Program)

2002 - 2005

Management and rotational program focused on building business acumen, technical, interpersonal and leadership competencies through four rotations of cross functional positions and planned course work. European-wide System Consolidation and Operational Improvement – GE Security – Brussels, Belgium • Led a team of resources on a complex, multi-country system implementation and platform consolidation. • Designed and implemented process improvements across various business functions where the business realized operational savings in the range of $2 million. • Applied Six Sigma practices across project execution and process improvement opportunities. Project Management / System Implementation – GE Sensing Solutions, San Francisco, CA • Project manager of a system implementation of a multi-plant $200 million acquisition. Responsibilities included establishing and deploying tools and templates, resource planning, issue management and resolution, and executive reporting. • Implementation related tasks included building a testing strategy, managing system wide testing and conference room pilots. Additionally, developed business training plan and conducted successful Oracle training for over 50 users. Process Design and Re-Engineering – GE Security, Portland, OR • Led a focused effort, partnering with the director of Marketing, to improve customer product offerings by streamlining the existing process and leveraging technology – acquired Greenbelt Certification by successfully improving the product offering process with quantifiable savings. Acquisition and Platform Consolidation – GE Water and Process Technologies - Philadelphia, PA • Led the consolidation of multiple custom-developed, customer facing applications onto a common platform providing customers with a single, standardized experience, and enabling the reduction of support costs. EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Masters in Business Administration, May 2014 UNIVERSITY OF CONNECTICUT, Storrs, CT B.S. Information and Operations Management, May 2003 CERTIFICATIONS/AWARDS • • • • •

Six Sigma: Black Belt training, exam, and project completed. Green Belt certified and two projects complete LEAN: Lean training complete with the Shingo Prize. Lean Certified PwC Chairman Award: Given for demonstrated value provided to two Fortune 50 clients New York Metro Management Award: Given for outstanding performance for a valued PwC Client. GE Corporate Recognition and Build Value Award: Given for demonstrated excellence and value provided through project delivery.

Germán García Pajares y Céspedes Cofre de Perote 280 PH1, Lomas de Chapultepec, Del. Miguel Hidalgo. Mexico, Distrito Federal, CP 11000 Mobile (+521) 55-1451-9213, Home (+52) 55-6279-4505, Office (+52) 55-5267-1296 [email protected]; [email protected]

PROFILE Senior Finance Director consistently top-performing with significant P&L management experience and a proven track record driving profitable growth via disruptive innovation, creative optimization and value added projects. Passionate about leadership driving change, with areas of expertise including: budget management, strategic and financial planning, forecasting, compliance and internal controls. Possess extensive domestic and international experience in a diverse mix of industries including: consumer business, manufacturing, high-tech and services. Fully bilingual (English-Spanish). Executive MBA Kellogg School of Management, Northwestern University (expected 2014). EXPERIENCE CISCO SYSTEMS, Mexico City 2010 - Present Finance Director (CFO Mexico) Responsible for Mexico P&L and Sales over $700MM USD, Financial Planning and Forecasting, Direct Negotiation with Partners for special terms and conditions, Internal Controls, People Compensation, Statutory Compliance. • Orchestrated business and financial support during a very difficult year in Mexico behind new Government and impact of Telecom Reform to offset impact in Sales. • Led Contribution Margin +21% YoY growth; profitability improvement over New Business Models in complex accounts such as America Movil; country enablement implementation (Buy-Sell); solution to significant Past Due Collections in Key accounts of more than $80MM USD (Telmex, Megacable). MICROSOFT, Mexico City 2004 - 2010 Controller, Mexico Financial Area (2009 – 2010) Responsible for Mexico Subsidiary P&L and Financial reporting, Control and Compliance, and Subsidiary Financial Planning and Forecasting. Directly accountable for Treasury, General Accounting, Accounts Payable, Taxes, Payroll and Fixed Assets. • Orchestrated Subsidiary’s P&L results achieving profit percentage target during FY09 (WW Economic crisis). • Led Local Treasury to become Tier 1 Subsidiary. Controller, Latin America Services Group (2008 – 2009) Responsible for Latin America Services P&L and financial reporting, managed Financial and Strategic Planning and Forecasting activities, Control and Compliance. • Orchestrated Latin-America FY09 Contribution Margin $6.1MM USD growth vs. prior year during 2009/2010 WW economic crisis, overachievement of +20% vs. targets. • Developed strategic 3 year plan for L.A. Services. Controller, Mexico Services Group (2006 – 2009) Responsible for P&L management, financial reporting, strategic planning and forecasting activities, control and compliance, revenue recognition, accounts receivables, sensitivity analyses, general accounting and services people compensation. • Aggregate value added $6.3MM USD. • Sales Business Intelligence $1.5MM USD, Sales new model Local Currency $1.5MM USD, Overdue portfolio $1MM USD, Utilization improvement project $0.5MM USD, GTSC/PFE optimization $0.6MM USD, Benchmarking Projects $1.2M USD. • Orchestrated a complete business reengineering, through a Benchmarking project, leading Mexico Contribution Margin growth +13pts over 2 years ($5.3MM, CM 3 years CAGR 117%). Controller, Mexico Enterprise and Partners Group (2004 – 2006)

Germán García Pajares y Céspedes

Page 2

Responsible for EPG revenue financial reporting and forecasting, quota setting and variable compensation for sales people, marketing financial evaluation and revenue recognition. • Aggregate value added $2.6MM. Gold Star Award 2006. • Multinational Accounts Sales analysis $1.3MM, cross-group Business gap analysis $1MM, Software Assurance Audit $0.3MM. PROCTER & GAMBLE, General Offices, Mexico City 2002 - 2004 Finance Manager, Customer Business Development Walmart (2003 – 2004) Responsible for Global team strategic planning, profitability analysis, pricing strategies, sales volume planner and forecaster WalMart+UTT; my team was responsible for Sales & Administrative Mexico Comptroller, Co-Marketing and Brand Development Funds Administrator. • Aggregate value added $5.3MM USD. • Margin & Pricing key SKUs to maximize customer profitability, incremental sales for P&G $5.3MM USD. Finance Manager, Customer Business Development Self Services (2002 – 2003) Responsible for Up The Trade (UTT), Internal Controls expert, profitability analysis, pricing strategies, sales volume planner and forecaster, category management expert, Co-Marketing and Brand development funds administrator, Sales & Administrative Mexico Comptroller. • Aggregate value added $12.9MM USD. Creator of Margin & Pricing Tool and Key Performance. • UTT Merchandiser force improvement $7.4MM USD; Business Share gap analysis $4MM USD; Key Business Drivers analysis UTT $1.5MM USD. Finance Manager, Customer Business Development Comex-Carrefour and Government (2002) Responsible for profitability analysis and pricing strategies. Category management expert, Co-Marketing and Brand Development funds administrator. • Aggregate value added $8.1MM USD, overdue portfolio $5.3MM USD, Clairol business analysis $2.8MM USD. PROCTER & GAMBLE, Manufacturing, Tissue & Towel Plant, Apizaco, Mexico 2000 - 2002 Finance Manager, Latin America Total Delivered Cost (2001 – 2002) Responsible for TDC Budget $105MM USD, financial planning and forecasting; raw and packing materials cost tracking and control, general accounting, Internal Controls, materials utilization, financial perspective to Plant Manager and LA Region. • Aggregate value added $3MM USD; designer of Plant Mass Balance. • Participated in GBU 3 year plan designing profit model scenarios generating additional contribution $20MM USD. Finance Manager, Manufacturing Operating Expenses (2000 – 2001) Responsible for MOE Budget $45MM USD, financial planning, forecasting, cost tracking and control, general accounting, new initiatives financial analysis (Charmin), plant capacity optimization, capital expenses and fixed assets. • Aggregate value added $5.6MM USD. Designer of Profit per Machine Day Tool, intended for Plant production capacity analysis. • Energy project $3.6MM USD; Capacity-SKU Optimization $1MM USD; SKU optimization $1MM USD.

EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Miami, Fl / Evanston, IL Executive MBA, concentrations in Strategy, Finance and Marketing, degree expected 2014 UNIVERSIDAD DE LAS AMÉRICAS-PUEBLA (UDLAP), Puebla, Mexico Industrial Engineer, magna cum laude, 1999 • Four-Year Full Scholarship; Best School GPA: 3.9/4.0, Dean’s List 1998, 1999 • International Scholarship Program, Texas Cristian University (TCU), Fort Worth, Texas, USA, 1998

Robert Gerovski 773-844-2058 (m) • [email protected]

Magnolia Ave Chicago, IL 60660

COO, CIO, SVP Strategy • Strategy • Technology • Agile Development

• New Product Development • Operations • Change Management

• Strategic Planning • Acquisition Integration • Continuous Improvement

PROFESSIONAL EXPERIENCE

Nelnet Business Solutions – Chicago, Illinois

2011 – Present

(Nelnet Business Solutions (400 employees, annual revenues of $80 MM) develops hosted, enterprise software used by higher education institutions to collect and process payments from students and parents.)

Senior Vice President – Higher Education Products Head of operations and development for higher education product portfolio, leading business analysis, software development, QA, packaging and delivery, technical support and professional services. • Developed a new product platform as a significant differentiator from competitors, improving offerings for existing business, and attracting new business. • Devised strategic technology roadmaps supporting business roadmaps and timing feature releases to maximize company profits. • Created an organizational model to propel the company towards being a professional software organization and increasing the efficiency of all IT departments. • Established a PMO process for professional services operations, resulting in a 40% reduction in project lengths and an 85% increase in on-time delivery to clients. • Revised the implementation of SCRUM Agile development, resulting in a 60% improvement in ontime delivery of product releases. • Established QA team and processes, resulting in a 300% improvement in product quality. • Created an issue management process for technical support, resulting in a 50% improvement in issue resolution demonstrated by reducing the number of outstanding issues and number of days to resolve. • Managed a $5.7 MM budget and staff of 50+ including employees and contractors.

Sears Holdings Corp – Chicago, Illinois

2008 – 2011

(Sears Holdings Corp is a leader in eCommerce transforming the retail and service industries through innovative application of technology.)

Director – Emerging & Growth Businesses Chief operations and technology executive for several business units, including ServiceLive.com, SearsOutlet.com, marketing and advertising ERP platform, and Web 3.0 Social Commerce • Enabled a 20-fold growth in business revenue on ServiceLive.com by overhauling technology strategy and development process. • Opened $16.2 MM in business, with $4.75 MM BOP, by transforming SearsOutlet.com from a display-only site to a fully transactional site. • Transformed several troubled development projects into high performing teams by applying an organization model to enhance communications, productivity and efficiency. • Enabled sears.com to open international markets by initiating development of international order placement and delivery features. • Led all aspects of product development, operations and support with a geographically global team (India, China, Egypt, US: CA, GA, MN, IL). • Managed a $20 MM budget and staff of 170+ including employees and contractors.

Robert Gerovski Endeavor Information Systems (Acquired by Ex Libris) – Chicago, Illinois

Page 2 of 2

2005 – 2008

(Endeavor (300 employees, annual revenues of $60 MM) develops packaged enterprise software for academic and corporate libraries.)

Director of Software Development Chief technology executive leading a staff of 50+ people covering business analysis, development, QA, documentation, and packaging and delivery • Created new strategic direction for the company with products designed specifically for long-term preservation of digital material. • Increased development productivity 4-fold within 8 months demonstrated by increased code output volume, reduced implementation windows, and 100% on-time deliveries using Scrum Agile software development practices. • Played a significant front-line role in business development helping secure multi-million dollar deals with New Zealand government, British Library, and several of Chinese universities. • Maintained an install base of 2,600 customers with 40 million users. • Managed a $5.5 MM budget and a staff of 50+ including employees and contractors.

EDUCATION Kellogg School of Management, Northwestern University Evanston, IL

MBA

Degree Expected June, 2014

University of Michigan Ann Arbor, MI

BSE (Computer Engineering) BSE (Electrical Engineering)

1986 1986

FINNEY D. GILBERT 2066 Dorset Drive, Wheaton IL 60189 : 630-730-4616 (cell) : [email protected]

SUMMARY A results oriented healthcare consulting executive with extensive Healthcare Industry experience. Proven track record of selling, developing and delivering transformational programs, that define business strategy and translate into high-impact actions, operations and financial results. Primary areas of expertise include Alliance/ M&A Strategy & Execution; Product & Platform Rationalization; Industry Analysis & Go-To-Market Strategy Formulation; Management of diverse Strategy Implementation Initiatives. Current responsibilities include industry practice leadership & business development; client relationship management; engagement planning, execution and review; business operations & people development. Responsible for providing thought leadership around Alliances/Mergers/Acquisitions in healthcare. MBA from Kellogg School of Management, Northwestern University, USA

PROFESSIONAL EXPERIENCE Accenture, Chicago, IL 1998 to Present Principal / Senior Manager / Manager / Consultant Designated as expert in JV/Alliance/Mergers/Acquisitions. Sold and led strategic Health Care engagements which include: Large Transformational Program Execution, JV/Alliance/Merger Integration Strategy & Execution, Product & Platform Rationalization, Business Process Outsourcing Analysis, Staff Recruiting/Training/Mentoring, and Client Relationship Management. Published through leadership. Completed a year-long intensive Leadership Development Program for future leaders within Accenture. Principal / Senior Manager • Managed successful initiation and ongoing execution of a strategic alliance in a high spend therapeutic space. Completed a Market Assessment to identify value opportunities for impacted stakeholders: Payor, Pharmacy Benefit Manager, Pharmaceutical Manufacturers, Drug Distribution Company, Physician Practices, and Patients. Established common roadmap & ongoing cadence for execution. • For a leading health insurance carrier, sold and led the development of a product and platform rationalization model and approach; led rationalization analysis of products and platforms on selected business clients. Provided data driven analysis/options to C-level decision makers on the long term disposition of acquired books of business. • For a leading US Health Insurance Carrier, sold and led program, including: the integration of back office operations, customer service, finance and reporting systems, for a strategic alliance/JV. Included the migration/installation/servicing of a $9.5 billion book of business to target operating platforms within a leading Pharmacy Benefit Manager in North America. Managed client program with budget of > $100 million, with over 45 concurrent projects at peak, with x100 FTE’s working both on site and offshore. • For a $14 billion regional health plan led the detailed planning for change of control of a hospital acquisition. Included planning for startup of two new (parent) legal entities with tax and legal counsel. Advised the CFO-led working group on integration decisions related to corporate functions. • For a $300 million health insurance merger, sold and led back office operations integration. Functions included Membership, Billing, Capitation, Provider Networks, Pricing, Claims, Financial Reporting, Pharmacy Benefit Management, Customer Service, and Customer/Member/Provider Portals. • Developed a product strategy for a leading payor to establish and grow market share within the context of health insurance exchanges and other regulatory changes resulting from the PPACA (Patient

Finney Gilbert – Page 2

• • • •

Protection and Affordable Care Act) For a $300 million public health services merger in British Columbia, Canada, led successful integration planning. Successfully completed project without disrupting operations/service and strategically advised the CFO-led Steering Committee on all financial integration decisions. For a $10 billion health plan, created post-acquisition integrations acceleration strategy based on industry leading practices and implemented strategic initiatives. Sold and led the implementation of merger integration capabilities; instituted frameworks, tools, and integration deliverables, and clients’ trained client teams in integration planning and execution. To avoid Accenture’s market value destabilization from potential liquidation, enabled the management of global risks across multiple cross border entities/trading instruments, and directed the implementation of share management controls.

Manager • For a $7 billion regional health plan, built a strategic market entry plan for new and emerging Consumer Directed Health (CDH) product line; implemented business processes and vendor software solution under stringent deadlines for new product launch. • Sold and led initiative to build a custom claims processing system (medical spending accounts) that processed Flexible Spending Accounts and Health Reimbursement Arrangements to increase revenue and improve speed to market. Spearheaded successful design/build/implementation. • Sold and led successful design/build/implementation of a custom web-based application for new product administration and enrollment; trained, developed, and mentored employees on servicing new product. Consultant • Led cross-disciplinary team (of 19) across multiple locations to successfully complete Consumer Portal and Agent/Broker Portal system releases; dramatically enhanced e-commerce capabilities. • Managed the flawless deployment of a new Provider Portal capability: managed technical architecture and environments including Oracle/UNIX, CICS/MVS/DB2, WebSphere/EJBs, PowerBuilder. • Successfully planned, developed & executed automated testing to support North American Payroll System migration, enabling execution of Andersen Consulting divestiture (from Arthur Andersen) Swiss Securities Clearing Corporation, Zurich, Switzerland 1996 to 1998 Consultant, Input/Output & Communications Interface Managed system interfaces between the settlement & clearing platform (SECOM) and trading partners (banks, clearing houses, and bourses). Successfully prepared OTC requirements on Swiss and German trades, analyzed the EUREX inter-depository message exchange with Deutsche Borse Clearing AG, Frankfurt, and developed/implemented a trading platform Disaster Recovery & Resynchronization process. Ameritech Consulting Analyst, Next Generation Billing Project

1995 to 1996

EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Master of Business Administration, Degree Expected (December), 2014 INDIAN INSTITUTE OF SCIENCES, Bangalore, India Master of Engineering, Metallurgy, 1995 MADRAS CHRISTIAN COLLEGE, Chennai, India Bachelor of Science, Physics, 1991

LORENZO E. GOMEZ 5701 NW 24 Ave Apt 701 Boca Raton, FL 33496

T (561) 901-9077

[email protected]

____________________________________________________________________________________________ Management / New business ideas / Strategy Business Manager with more than 15 years of multifaceted experience in all phases of business operations including Business Development, staffing and financial functions, as well as real estate / construction and Corporate Risk Management. Experience in directing and development of new business ideas; Prior background encompasses real estate development, including land acquisition and new home design and construction management. Analyzed business conditions, industry trends, competitive influences and demographics factors to identify opportunities for business growth and development of new ideas. Experience 09 / 2008 – Present

INDIGO B DEVELOPMENT • Miami, FL Director Business Development > Incorporated a Joint Venture with Zarin Resources Inc in the development of new business ideas including “The Pontevedra” residential and commercial development. > Directed all aspects of operations involved with Zarin Resources. > prepared and presented Development Studies for new projects based on current market conditions and forecasts, for corporate office approval, including expanding

03 / 2007 – 05 / 2008

SPANSION Inc • Austin, TX Corporate Risk Management > Responsible for directing corporate planning at the Risk Management and Real Estate Department, while developing new contract Ideas and evaluating value-cost engineering proposal that identifies cost saving opportunities. > Responsible for engineering investigations of facilities and design of new models, including the planning and execution of new Projects, in addition, defining and budgeting future projects, while conducting facility assessments, code compliance and advance review.

LORENZO E. GOMEZ 5701 NW 24 AV. APT 701 BOCA RATON, FL 33496 • T (561) 901-9077 08 / 2004 – 02 / 2007 INTEGRAL CONSTRUCTION • Miami, FL Business Development • Project Manager Management and construction supervision for Sunrise Builders on their different specs house construction. > Responsible for project oversight through approvals, construction and close-outs to ensure that regulatory conditions are satisfied and project strategy is implemented. > Prepared and delivered all developments studies and construction documentation, contract management, purchasing, scheduling, quality control, budgets and finances. 2003 - 2004

PAPPAS CONTRACTING • Detroit, MI Project Manager Pappas contracting is a general construction company licensed in the State of Michigan, dedicated to constructing concrete, flat work interior and exterior construction and foundation. With 95% of its clients in the commercial and industrial industry, that included: Skanska U.S.A., Elias Brothers Big Boy, George Auch Company and Art Van. > Prepared and developed a financial forecast and projections of the assigned projects and their estimated value, revised cost estimates, work drawings, change orders and progress payments.

LORENZO E. GOMEZ

1996 - 2003

Page 2

TECNICA DE INGENIERIA GRUPO EIFFEL • Caracas, Venezuela 2001-2003 Project Manager Urbanizadora Gran Valle de Chara > Managed multidisciplinary engineering effort and supervised constructability of design criteria, methodology and construction plans including budget cost and construction schedules for a major residential, commercial and clinical project > Developed new contract ideas and evaluated value-cost engineering proposal that identified cost saving opportunities or those contracts that included an increased profit by 15 % annually. > Initiated and directed corporate planning and construction with city, state, bank and federal government engineers. > Modified short term contracts into long terms in a way to reduce manpower 25 % with no loss in productivity and increased revenues 10% 2000-2001 Project Manager Urbanizadora Nueva Mampote > Manager of this precision engineering firm, responsible for the maintained and inspections of this sky high residential development. > Worked closely with other on site engineer to ensure timely and quality construction, while conducting final inspections and submitting corrections where needed. 1996-2000 Engineer > Managed over 85 people between employees and workers in all phases of designing, planning and execution of the commercial, residential complex and recreational areas of the Nueva Casarapa project.

1993-1996

CORPOLAGO • Caracas, Venezuela Engineer - Planning and Execution of Financial Center Confinanzas > Worked with consulting engineers on site preparation of a major office and Hotel complex construction project (1150000 sq ft).

Education 2014 (Expected)

KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY Master in Business Administration (MBA), Executive MBA

1992

UNIVERSIDAD METROPOLITANA Bachelor of Science in Civil Engineering Management

Additional

Miami, FL / Evanston, IL Caracas, Venezuela

Advanced program Engineering Management 04/94. Portfolio Strategies (NYU), Valuation Techniques (IESA), Interest Rate Risk Management and Financial vision (IDF). Bilingual Spanish/English

EXPERIENCE E D U C AT I O N

Jeffrey A. González, PMP 888 Brickell Key Drive, Miami, FL (646) 263-7390 [email protected]

SUMMARY Marketing and advertising professional with 14 years of experience driving consumer engagement via interactive marketing channels. Proven ability to conceive, execute, measure and optimize interactive solutions considering brand objectives and cost constraints. Currently in the Kellogg School of Management executive MBA program with a focus on quantitative and qualitative skills to solve marketing challenges. Passionate about aligning interactive technologies in a marketing mix and providing thought leadership in a fast-paced digital landscape.

EXPERIENCE

Itopia- (April 2013 – present)

Miami, FL

Sapient Corporation- (July 2011 – March 2013)

Miami, FL

Nobox Marketing Group (March 2010 – March 2011)

Miami, FL

America’s Emergency Network (November 2008 – March 2010)

Miami, FL

• Director of Marketing – Recruited into an evolving cloud computing organization to define, design and drive a fully integrated marketing plan (PR, digital, events, print, radio, direct) • Through exhaustive analysis of our product offerings, pricing strategy, operations and human resource flexibility we re-targeted, re-branded, adjusted our channels to drive ~1600% more leads. • By outlining key metrics and sampling integrated marketing tactics we are able to immediately and cost effectively adjust our marketing mix to reach our most attractive customers sooner. • Leveraging digital tools including Salesforce, Radian 6, Hubspot, Hootsuite, Google Analytics, I have enabled the team to vastly improve the ability to understand and adapt to customer needs. • Research tools including Hoovers, Gartner, Forrester assist with identifying trends and shifts in the cloud ecosystem and subsequently impact the strategy for messaging target customers. • Senior Manager, Studio Delivery Lead – recruited as part of the Miami studio leadership team to streamline a production facility capable of delivering cost effective, process efficient and scalable digital solutions via globally distributed locations in Toronto, India, and Miami. • Oversight role focused on websites, social media apps, email, online display and hybrid mobile applications with an emphasis on delivering within budget, time, scope, at predefined quality. • Facilitated and enforced estimation accuracy via collaboration amongst department leads, resulting in improved client satisfaction because of leaner costs and greater precision. • The Miami studio has production revenue over $20M/year with clients including Chrysler, Fiat, Mars, Unilever, BBVA, ESPN, Coca Cola and other Fortune 500 recognized brands. • Designed and led 6 week training programs for 19 producers in order to align methodologies, tools and processes thereby increasing value to immediate project teams and overall organization.

• Director of Accounts – Led client services department with executive mandate to increase billings to $3M per year for clients including Lexus, Mozilla, Copa Airlines, Banco Popular. • Through accurate interpretation of our client’s positioning statements and our strategic value based targeting, well established metrics and smart media allocations we surpassed our quarterly goals on average by 23% and grew annual revenue by ~17% in 2010. • Responsible for providing guidance and leadership to account team members in order to achieve organizational objectives of effectively and efficiently servicing client needs.

• Director of Digital Technology – led a development and design team to build a scalable, LIVE video streaming network capable of distributing official news information to any media website. • Established a marketing strategy to drive awareness and enhance viewership of the live video product via an iPhone app and a Facebook social program expanding customers by over 700%. • Formulated a comprehensive web marketing plan to help position AEN as an intelligent partner for local government officials as well as newspaper and television media websites.

Jeffrey A. González – Page 2

Jepa Productions (November 2007 – December 2008) Colombia, Brazil, Argentina, Chile, Peru

• Founder – launched www.2400hours.com as a new genre of web-based entertainment, that was conceptualized and marketed as ‘American Idol’ voting meets ‘Survivor’ adventure tales. • The subtle product placement of Blackberry, T-mobile data service, NorthFace gear, EMS outdoor equipment, Garmin GPS, Duracell batteries served as the projected revenue model. • A partnership with the social network MiGente.com was established and we served as official Latin American travel ambassadors leveraging this unique and authentic adventure content. • The innovative web entertainment channel was packaged and marketed to media travel content companies including Let’s Go, Lonely Planet, and Travel/Discovery channel between 2008-2009.

Y & R - Bravo Group (May 2006 – October 2007)

New York, NY

• Digital Strategist – authored and presented dozens of strategic plans integrating digital channels including website, online ads, search, sms/mms, email, social, interactive outdoor, and kiosks. • With a digital branding focus based on industry research, competitive data, demographics, and specific ethnic insights we increased clients exposure to 1st and 2nd generation US Hispanics. • Clients: Mazda, AstraZeneca, Wrigley, Sears, Microsoft, Wyeth, J&J, Miller, Pfizer, Banco Popular, Land Rover, Chevron targeting US Hispanics with digital budgets exceeding $1M.

Solutions-E, Inc. (November 2000 – April 2006)

New York, NY • Co-founder – of a digital strategy consulting company with over 70 Manhattan based clients. • Directed program to expand client base 75% per quarter over 3 years through innovative print, web and direct marketing, creative proposal writing and exceptional client servicing. • Planned and executed 28 database driven websites with budgets exceeding $1.2M. • Project management consultant with OgilvyOne, Merkley & Partners, MTV on projects ranging from American Express SBS, Ameritrade, BMW Motorcycles, and the European Music Awards. Ogilvy & Mather (June 1999 – November 2000) New York, NY • Creative associate – designed and developed web pages for IBM e-business Latam account. • Responsible for implementing digital layouts on projects originating in Ogilvy - Sao Paulo. EDUCATION

Kellogg School of Management, Northwestern University

Evanston, IL

• Master of Business Administration, June 2014

University of Michigan

Ann Arbor, MI

New York University

New York, NY

• Bachelor of Science in Psychology, May 1999

• Certificate in Digital Media Marketing, August 2007 • Certificate in Business Project Management, August 2004

Lean Six Sigma (Green Belt training)

New York, NY • Nominated by Bravo exec team to 80 hour intensive program sponsored by Y&R in January 2007 Project Management Institute (PMI) New York, NY • Project Management Professional (PMP) Certification, April 2005 PERSONAL • Elected to Board of Directors of One Tequesta Point - FY 2013 and FY 2014. • Selected for Startup Bus 2010 for an expense paid trip to SXSW in Austin, Texas to design, execute, deliver and formally present a start-up business within 72 hours. Grupii was launched. • Participated in Startup Weekend ‘Miami 2009’ and developed/presented to venture capitalists an application intended to bridge salary data through Facebook. We won third prize. • Served as a volunteer web design instructor for teenagers and adults to create 45 websites for local Harlem businesses at Playing 2 Win, a local Community Technology Center. • Active in Children International since 1998 with fundraising events, television commercials, local awareness programs and currently sponsoring 14 children in Africa and Latin America.

Manoj Goyal

21706 Noonan Court  Cupertino, CA 95014  408.656.8226  E-mail: [email protected]

INFORMATION TECHNOLOGY EXECUTIVE Results driven IT executive with expertise envisioning and leading technology-based multi-million dollar revenue and growth initiatives grounded solidly on business and economic value. Visionary IT executive with expertise in international business development, cross-functional team leadership, and competitive market positioning, delivering positive outcomes with strong and sustainable gains. Strong record for analyzing business process, risk management, corporate governance and compliance, and implementing cutting edge solutions to address business opportunities. Excellent decision, business comprehension, time management, communication, and presentation skills. Full responsibility for P&L and multi-million dollar budgets. • • • • •

Global IT Delivery & Project Management Staff Management and Team Building Budgeting & Cost Control Organization & Staff Development Enterprise & System Architecture Planning & Execution

• • • • • •

Mergers & Acquisitions Supply-chain Integration Startup/Turnarounds Corporate Compliance Vendor & Contract Negotiations Time & Resource Optimization

EXPERIENCE LAM RESEARCH [FORMERLY NOVELLUS, INC.], FREMONT, CA........................................................................ 2008-Present Director Risk and Compliance Established and led global risk-based internal audit and risk compliance functions. Recruited and managed a staff of 4 compliance professionals. Reported to Senior Director of Audit and presented audit results to Audit Committee and C-Level Executives. • Responsible for strategic planning, project planning, project control, and post-project evaluation. • Collaborated with senior leadership to define stakeholder expectations and mission for Internal Audit. Define strategic plan for the department. • Conducted audit of telecommunications billings, resulting in first year savings of $350,000. • Conducted audit of licenses (MS, SAP, etc.), resulting in a savings of $1,000,000 • Successfully led the company’s Sarbanes-Oxley compliance initiative and maintained the program since inception. • Presented audit results to the senior executives and audit committee. • Saved over 140 billable hours by the external auditors. SPANSION, INC, SUNNYVALE, CA ................................................................................................................... 2006-2008 Director of IT Direct Information Technology operations within a $2.6 billion company providing hardware and software to both international and domestic markets. Oversee the development and implementation of business applications and infrastructure. Principal architect of architecture governance and compliance for all business units globally (IT, Manufacturing, and Business.) This included the establishment framework, a roadmap, IT infrastructure, a review process with management. Manage 9 staff members and $3 million budget • Saved over $100,000 in design costs for particular project by efficiently using in-house talents. • Authored (Designed, created and implemented) the Governance framework that includes Corporate Governance, Technology Governance, IT Governance, and Architecture Governance. • Managed multiple projects for Finance and IT from concept to launch. Projects values ranges from $400,000 to $2.2 million.

Manoj Goyal Resume – Page 2 • • • •

Instituted previously nonexistent project management guidelines within organization to improve ability to meet time lines, budgets, and objectives. Authored the Governance framework which includes Corporate Governance, Technology Governance, IT Governance, and Architecture Governance. Managed the client relationships for shared services with emphasis on providing exceptional service delivery and customer service. Ensured technology consistency and integration with a client's business strategies.

AJ MOSAIC LLC, CUPERTINO, CA................................................................................................................... 2004-2006 Director of IT Managed multiple projects for different clients in both Finance and IT, from concept to launch. Project values ranges from $1,000,000 million to $12.2 million. Responsible for pre-project sales, strategic planning, project planning, project control, and post-project evaluation. • Clients: Remec, Nuance, Aspect Communications, Safeway, Borland, United Financials. • Created technology maturity models and determined the best in class IT capabilities providing gap analysis between business strategy and information technology. • Business transformation via complex IT applications development/integration in high regulated industries including financial services, pharmaceuticals, telecom, government, and technology/engineering. • Designed strategic roadmap for accounting and finance outlining timeframe and methodology for the global shared services initiative. • Led the development of the European and Asian shared services center in London and India. • Authored a Global Enterprise Security Architecture Framework for different clients for ERP and Infrastructure • Recommend alternative technical solutions, methodologies and/or strategies and developed architectural improvements. • Delivered Business Continuity Management and Governance for fortune 1000 companies. • Worked directly with the CIO to build an offshore support team in India using leading vendors. • Achieved approximately $500K annual savings through implementation of WAN and LAN and effected a 40%

EARLIER EXPERIENCE

Chief Information Officer, J4GSM, SAN JOSE, CA [COMPANY ACQUIRED] ..................................................... 2002-2004 VICE PRESIDENT OF INFORMATION TECHNOLOGY, NAZOMI COMMUNICATIONS, SANTA CLARA, CA ....................... 2000-2002 DIRECTOR OF INFORMATION TECHNOLOGY, HP [FORMERLY EDS], SUNNYVALE, CA .............................................. 1998-2000 LOGIC DESIGN ENGINEER, COMMERCIAL DATA SERVERS, SUNNYVALE, CA ............................................................ 1996-1998 INDEPENDENT CONSULTANT, HP, PYRAMID TECHNOLOGY, SCHLUMBERGER, SAN JOSE, CA ................................... 1994-1996 HARDWARE ENGINEER,FUJITSU [FORMERLYAMDAHL CORPORATION], SUNNYVALE, CA ......................................... 1988-1993 HARDWARE ENGINEER, FERMI NATIONAL ACCELERATOR LABORATORY, BATAVIA, IL .............................................. 1986-1988

EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Executive MBA, degree expected June 2014 DE VRY INSTITUTE OF TECHNOLOGY, Lombard, IL Bachelor of Science in Electrical Engineering, 1988

JOSEPH EDWARD GREEN 706 Juniper Rd. Glenview, IL 60025

312-890-9677 [email protected]

PROFILE Expertise in IP law, litigation, and strategic planning, acquired during practice at a Washington D.C. IP law firm and at the largest options exchange in the United States. Extensive experience in the management of mission critical legal matters, IP portfolio growth and acquisition, and counseling on complex issues (e.g., antitrust concerns related to industry working groups, business impact of foreign legislation, and tactical contingency planning). Excellent interpersonal and leadership skills, versatile, and attuned to market and business forces. MBA from Kellogg School of Management, Northwestern University, expected December 2014.

EXPERIENCE Chicago, IL CHICAGO BOARD OPTIONS EXCHANGE INC. Intellectual Property Counsel 2011 – Present Provide legal support and guidance primarily in three areas: corporate strategy, litigation, and IP portfolio development. Corporate Strategy: Coordinate and lead internal stakeholders (including the CEO, President, and CFO) in discussions relating to IP matters and corporate initiatives, such as the identification of risks and opportunities, contingency planning, and overall industry trends. Provide analysis and strategy related to legislative developments affecting IP protections in domestic and foreign markets. Collaborate with members of the legal and accounting divisions on SEC filing issues. Member of advisory committee tasked with providing recommendations for corporate improvement to upper management. Participate in the company’s enterprise risk management process. Litigation: Successfully manage numerous litigations concurrently, including multiple mission critical IP actions having in excess of $400 million at risk. Negotiate favorable settlements of both direct competitor and nonpracticing entity initiated patent suits. Report to the Board of Directors on issues such as likelihood of outcomes and the impact those outcomes may have to the company. Manage internal resources and external counsel to accomplish optimal outcomes for reasonable costs, including the selection of counsel and the negotiation of alternative fee arrangements. IP Portfolio Development: Work with internal inventors and strategic external partners to grow the IP portfolio. Develop corporate procedures formalizing the IP disclosure and filing process. Oversee and participate in the drafting and filing of 15-20 patent applications per year, focusing in the computer and business method arts. Supervise the strategic filing of trademark applications. Provide support for business opportunities and participate in due diligence activities related to potential acquisitions of third-party IP portfolios.

Washington, DC ROTHWELL, FIGG, ERNST & MANBECK, P.C. Associate 2005 – 2011 Summer Associate Summer 2004 Provided excellent legal services to clients on a variety of IP related issues, including: patent litigation, patent prosecution, and IP counseling. Developed litigation strategies related to patent infringement, invalidity, and enforceability. Participated in and led various aspects of the discovery process: including defining the scope of document productions, preparing witnesses, taking/defending depositions, and implementing electronic discovery practices. Managed associates on time sensitive projects. Designed and implemented innovative procedures and technology solutions for privilege log review that resulted in favorable rulings on privilege

Joseph Edward Green – Page 2 waiver motions. Prepared and prosecuted patent applications at the USPTO. Led teams conducting due diligence, patentability, and freedom to operate patent searches. Relevant technologies included: financial trading systems, computer-implemented methods, software, electronics, medical devices/systems, micro-fluidic devices, and optical storage media. Worked on pro bono matters for a DC synagogue on diverse subjects, such as local food and alcohol laws, breach of contract, enforcement of covenants of non-compete, and zoning issues. CHICAGO-KENT LAW OFFICES Chicago, IL Student Intern Summer 2003 Supported a criminal defense attorney in providing services to clients. Reviewed and analyzed client files, attended court hearings, conducted client interviews, and conducted extensive legal research on a variety of criminal law subjects, including: conspiracy claims, mail fraud, perjury, evidence, and the proper procedure for administering a sobriety test. Chicago, IL CDW-G Account Manager 2001 – 2002 Established new and enhanced existing client relationships in order to drive opportunities and increase sales. Developed effective strategy for gaining access to previously unavailable high-value clients. Collaborated with academic and government technologists to provide IT solutions within strict budgets.

EDUCATION Kellogg School of Management, Northwestern University, Evanston, IL Master of Business Administration, degree expected December 2014 Chicago-Kent College of Law, Chicago, IL Juris Doctor, May 2005 Indiana University, Bloomington, IN Bachelor of Science in Business, Computer Information Systems Major, May 2001 City Colleges of Chicago, Chicago, IL Completed course work in the biological and chemical sciences, August 2003 – May 2005

PRESENTATIONS Invited Panelist, World Research Group’s 10th Annual Patents for Financial Services Summit, “Work with Outside Counsel to Manage Best in Class Patent Litigation Exposure” (2013) Invited Speaker, World Research Group’s 9th Annual Patents for Financial Services Summit, “Considerations and Strategies for Successful Monetization of Patent Assets for 2012 and Beyond” (2012)

ADMISSIONS Admitted to practice law in the District of Columbia Admitted to practice law in Illinois Admitted to practice before the U.S. Patent and Trademark Office

December 2005 June 2006 March 2007

Sophia M. Guel-Valenzuela 240 Sherman Canal, Venice CA 90291 Cell (323) 855-2205 Home (310) 745-2843 [email protected] PROFILE Dynamic health care professional specializing in managed health care services for geriatric and disabled adults. Proven track record of performing in fast-paced, ambitious environments. Substantial achievements in strategic business planning, process improvement, and best practice implementation. Proven leadership with ability to select, develop, and promote motivated employees within an organization. EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY MBA, December 2013 UNIVERSITY OF CALIFORNIA, Los Angeles, CA Masters of Public Health, Department of Health Services, 1994 • Graduate Research Assistant; encoded survey data related to aging, adult day care, and graduate education in gerontology, 1992 – 1994 • Graduate Intern at Edward R. Roybal Comprehensive Health Center sponsored by Los Angeles County Training Program. Managed and coordinated nutrition program and social activities for newly instituted Senior Citizens Center, June – September 1993 UNIVERSITY OF CALIFORNIA, Berkeley, CA Bachelor of Arts, Department of Social Welfare, minor in Chicano Studies, 1991 WORK EXPERIENCE ALTAMED HEALTH SERVICES CORPORATION, Commerce, California 2000 – Present The largest independent Federally Qualified Community Health Center in the U.S. delivering more than 930,000 annual patient visits through its 43 sites in Los Angeles and Orange Counties. Administrator, Senior Care Services/PACE, Program All Inclusive Care for the Elderly (2012 – Present) Oversight accountability for 3 PACE Centers; Responsible for new site development, licensing, hiring and training. Key member of process improvement initiatives and supervision of training curriculum and best practices modules; Responsible for strategic planning, financial performance, and membership growth. Administrator, Adult Day Health Care Programs (2009 – 2012) Oversight accountability for 3 Adult Day Health Care Centers; key member of process improvement initiatives and supervision of training curriculum and best practices modules; responsible for strategic planning, budget oversight, and program closure/workforce reduction. Vice President, Senior Care Operations (2008 – 2009) Oversight accountability of daily operations and future growth of AltaMed’s Adult Day Health Care Centers (8 locations serving more than 900 seniors) and PACE (Program All-Inclusive Care for the Elderly) which serves almost 650 seniors among 2 locations as well as oversight of Care Management (550 cases). Total operating budget of more than 84 million dollars, representing 45% of the corporation’s total revenue. Assistant Vice President & Program Director (2004 – 2008) Supervise the operations and administration of PACE (Program All-Inclusive Care for the Elderly). Program goal to prevent premature nursing home placement by providing coordinated services such as, case management, adult day health care, and medical services. • Developed, implemented and monitored strategic plans for program • Responsible for program oversight including compliance with regulatory agencies and financial viability • Provided leadership for program and employee development

Sophia M. Guel-Valenzuela – Page 2

Director of Patient Services & Marketing (2000 – 2004) Managed outreach and enrollment initiatives related to four product lines: Children Services, Youth & Women Services, HIV Services, and Long Term Care Services • Managed marketing budget and coordinate efforts with clinic administration • Developed and implement outreach, utilization, and retention efforts • Established and led efforts to achieve monthly enrollment and new patient visit goals • Responsible for development of marketing outreach collateral materials KAISER PERMANENTE, Pasadena, California 1994 - 2000 Database Marketing Project Manager, California Division (1997 – 2000) Developed and managed statewide direct marketing database programs and targeted sales campaigns that generated sufficient leads to achieve Medicare growth targets. • Managed database marketing budget of 1.5 million dollars • Analyzed statewide advertising budget and identify optimum media mix based on over 20 million dollar budget • Utilized state-of-the-art database marketing techniques and tools to profile and segment potential members • Project lead for statewide market planning process for 12 local service areas Senior Business Line Analyst, Southern California Region (1995 – 1997) Team position responsible for the development and implementation of marketing and sales strategies to achieve aggressive Medicare sales goals. Specific contribution was centered on Information strategy and prospect database development. • Team member on Medicare 2000 study; collaborative National Medicare Strategy with Deloitte & Touche, KP Program Office, and Southern California Region • Team member on 1996 Senior Advantage Marketing & Sales Strategy; milestone document created with Deloitte & Touche and Southern California Region • Produced, tracked, and analyzed internal and competitor membership • Derived sales forecast and annual targets for Region and 6 Member Service Areas • Project leader on the development and implementation of database marketing efforts (list management, modeling projects, campaign management, and analysis) Planning Analyst, Southern California Region (1994 – 1995) Regional staff position supporting the development of long range Capital Plan projects, which involved analytical activity to formulate regional goals and strategic plans. DEPARTMENT OF HEALTH SERVICES, Los Angeles County, California Program Manager • • • • • • • • • • •

1993 - 1994

ADDITIONAL INFORMATION Senior Examiner, California Awards for Performance Excellence (CAPE), November 2012 Certified Examiner, California Awards for Performance Excellence (CAPE), December 2010 UCLA, Resource Center for Minority Aging Research (community liaison workgroup), 2008 – Present Mentor, UCLA School of Public Health, 2000 – 2003 Member, Advisory Council of El Rinconcito Del Sol Alzheimer’s Respite Program, 1998 – 2000 Commissioner, Los Angeles County Public Health Commission, First District, 1995 – 1999 Board Member, Los Angeles Regional Family Planning Council, 1995 – 1997 Commissioner, Los Angeles County Hospital & Healthcare Delivery Commission, First District, 1995 – 1997 Mentor, Youth Coalition Mentorship Program, 1995 – 1996 Computer Instructor, Door of Hope, Montebello, California, 1994 Volunteer, UCLA, Center on Aging, Los Angeles, California, 1993

Lisa Gutierrez 741 Taft Rd., Hinsdale, Illinois 60521 708.804.2434 [email protected] HUMAN RESOURCES EXECUTIVE Proven leader who identifies and implements creative strategies to move an organization forward during periods of change. Business experience spans both public and privately held companies. EXPERIENCE ATI PHYSICAL THERAPY, Bolingbook, IL 2000 - Present Private equity based (KRG Capital) outpatient physical therapy company with over 250 locations in ten states and 3000 employees. Senior Vice President of Human Resources (2013 – Present) Report to Company President. Responsible for strategic oversight of the human resources function, overseeing a staff of 25 in three office locations. Responsibilities include continued oversight of all benefit plans, working closely with the relationship with company strategy in reimbursement through health care reform; continued oversight of the HR due diligence function for acquisitions and strategic planning for employee acclimation; oversight of labor and employment legal issues in partnership with general counsel; succession and compensation strategic initiatives. Vice President of Human Resources (2006 - 2013) Recruited to establish human resources function for physical therapy company poised for strong growth, guiding the startup and management of a full spectrum of HR operations, systems and programs. • Initiated the human resources function for the company, overseeing its growth – organic and through acquisition from 20 clinics and 200 employees in 2006 to over 250 clinics and 3000 employees in 2013. • Leader of the HR acquisition team, which has accounted for approximately 30% of the company growth since 2006, with responsibilities including due diligence, negotiating contracts for senior level acquired employees, transitioning and/or terminating benefit plans, and developing and refining processes for employee on-boarding and acclimation. • Oversaw the development of an HRIS system across a multi-state environment, establishing systems to track turnover, employee data, and data management through self-service portals, utilizing data for recommendations in improving employee processes. • Responsible for development and oversight, including all benefit plan design and negotiations, of all company benefit plans focusing on consumer driven health plans with wellness initiatives under a self insured model to control company medical benefit costs resulting in 2013 per member per month benefit cost equal to company 2008 per member per month benefit cost, and below 2013 national average costs. • Responsible for oversight of all 401k plan design, administration and fiduciary compliance. • Assist in managing broker relationship and negotiations for company insurance for liability, worker’s compensation, umbrella and directors and officer’s coverage. • Responsible for overseeing the development of the Company’s on-boarding process; continue to oversee major revisions which affect the budget and/or compliance. • Responsible for development and revision recommendations for human resources policies and procedures and employee handbook, covering issues including disciplinary procedures, social networking, FMLA, benefits information and individual state appendixes. • Responsible for overseeing the development of all job descriptions across all levels, including analysis of job duties for FLSA compliance and essential and non-essential functions. • Responsible for overseeing the overall work environment of the company resulting in consistent turnover through last five years of 14% company-wide, lower than industry health care average of 18%. • Responsible for development and oversight of recruitment procedures meeting organizational needs for hiring and legal compliance, which resulted in over 600 new hires in each of 2011-2013 and 332 hires in 2010, exclusive of acquired employees. • Initiated a focus on international clinical students to expand applicant flow, developing a process for visa sponsorship. • Responsible for overseeing the development of reporting systems to assist management in control of overtime, compliance with wage and hour laws and labor cost savings.

Lisa Gutierrez Resume – Page 2 • • •

Recommended and oversee RFP process and transition of the following: (1) electronic I-9 vendor; (2) 401K provider and addition of external investment fiduciary; (3) benefit administration outsourced provider; (4) organizational chart software and (5) background check screening process vendor. Counseled executive team on succession planning discussions and changes in upper management due to acquisitions and/or senior level position changes. Oversaw strategic initiative as an “Employer of Choice” resulting in numerous state and local awards, including, “Chicago’s Best and Brightest Companies to Work For,” “Top Workplace Awards” in Delaware, Illinois, Indiana, Wisconsin, and Pennsylvania, and Recognition by the American Psychological Association for ATI’s Wellness Program.

FOUR SEASONS HOTELS & RESORTS, Chicago, IL 1998 - 2006 FOUR SEASONS HOTEL CHICAGO RITZ-CARLTON CHICAGO Five Star luxury hotels employing approximately 550 employees at each Chicago location, respectively. HR Director (2000 – 2006) HR Assistant Director (1998 – 2000) Began human resources career at Ritz-Carlton Chicago, interviewing and training employees, while negotiating with union representative regarding employee issues of concern. • Promoted to company HR Director overseeing all aspects of human resources at non-union property, leading unionfree strategic campaign initiative, while overseeing all aspects of human resources, including recruiting and training, administering benefits, disciplinary action and managing HR administration for property. • Member of corporate task force for training HR directors new to company and developing training programs and HR standards. • Led benefit negotiations for both Chicago properties. HODGES, LOIZZI, EISENHAMMER, RODICK & KOHN, Arlington Heights, IL 1995 - 1998 A boutique labor law firm specializing in the representation of primarily public entities regarding labor and employment matters and school law issues. Associate • Represented management in all phases of employment and labor-related issues from the application and hiring process through termination. • Proposed and drafted policies for clients. • Counseled HR professionals regarding union contract interpretation. EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Masters of Business Administration, degree expected 2014 ILLINOIS INSTITUTE OF TECHNOLOGY, CHICAGO KENT COLLEGE OF LAW, Chicago, IL Juris Doctor (with honors), 1995 ST. NORBERT COLLEGE, De Pere, WI Bachelor of Business, 1991 • • • • •

ADDITIONAL INFORMATION Admitted to the Illinois Bar in 1995 SPHR Designation (Professional in Human Resources) Anixter Center, a non-profit Agency, Board Member 2014 Pillars, a non-profit Agency, Board Member, 2009-2011, Member of HR Committee, 2009 - 2012 Instructor, SPHR Certification Course, Aurora University, 2009-2011.

Daniel Hung 4015 W Palm Aire Drive #106, Pompano Beach, FL (312)-927-9991 · [email protected] SUMMARY Dynamic and results oriented Business Analytics and Pricing Professional with over 10 years of experience specializing in business planning, competitive analysis, and margin optimization. Proven track record in leveraging technology and business intelligence skills to develop innovative performance management analytics and streamlined business solutions. Highly skilled in team management and mentoring, and in fostering and maintaining positive working relationships throughout all levels of organizations. EXPERIENCE LIBERTY POWER CORP, Fort Lauderdale, FL 2009 – Present Largest independent retail electric provider in U.S., providing energy solutions to residential, commercial and industrial customers in 14 de-regulated states and 58 utilities with more than $700M in annual revenue. Director, Performance Management and Forecasting (2013 – Present) Promoted after six months in prior position to oversee the development of annual sales budget and quarterly sales forecast, assessing historical data, qualitative and quantitative inputs and assumptions to evaluate potential financial and operational risk impacts. Recommend sales campaigns, promotions and margin strategies to increase market penetration and evaluate impact to profitability. Direct all performance analytics and business intelligence projects.    

Managed margin strategies for 3 product launches achieving 18% growth in annual sales margin in 2013. Design and implement multiple OLAP data cubes that have resulted in an increase of 300% in productivity and reduction in reporting discrepancies within 6 months. Developed new sales commissions reporting system that eliminated reporting discrepancies and increased turnaround time by 100%. Managed the procurement of data visualization tool (Tableau) and develop the company’s first web based executive dashboard.

Senior Manager, Risk Reporting and Quantitative Analysis (2012 – 2013) Validated the accuracy of proprietary forward curves versus standard industry metrics that include prices levels extracted from market intelligence, broker quotes, historical settlement prices, and bids/offers obtained from wholesale counterparties. Monitored risk levels and ensured compliance with established risk limits and risk management policies and procedures. Managed relationships with data service vendor to ensure all data service feeds are timely and accurate. Senior Manager, Revenue Management (2011 – 2012) Revenue Management (2009 – 2011) Formulated and back-tested pricing and margin strategies for 45 utilities and over 200 sales channels. Championed competitiveness task force that identified and analyzed competitive landscape to design corporate and channel strategies    

Increased annual gross margin growth at a minimum of 30% in 2010. Improved win rates by 25% for selected markets in 2011. Developed marketing analytics, such as custom pricing win rates and retention metrics, to measure corporate wide business initiatives against quarterly and annual goals. This was the first time the company was able to measure its performance on competitiveness and customer attrition. Developed marketing strategies to mitigate attrition of retail customer and to maintain a 70% retention rate.

Daniel Hung - Page 2 of 2 CVS/CAREMARK CORPORATION, Woonsocket, RI 2007 - 2009 Strategic Pricing Analyst Managed and monitored competitor retail pricing on CVS key items (each category’s top 20% revenue generating items), fine-tuned CVS prices to match strategies by taking into account sales trends, gross margin impact, and price perception and forecasted gross margin, and unit sales impact from retail and cost adjustments based on category elasticity. Developed and managed price hierarchies across six categories to establish item/brand strategies and relationships, enabled price optimizations and maintained positive price perception on CVS’s 6700 plus stores.   

Defined and maintained family, flavor, private label, and size linking relationships on over 1200 items, across 20 plus price zones, which accounted over $900 million in annual revenue. Consolidated current pricing and zone structure of the Eckerd, Albertsons, and Longs acquisitions to align with CVS pricing strategies resulting in $11 million incremental margin. Coordinated margin contingency projects that generated annualized $40 million in margin by selecting subcategories and items that would allow for increases with minimal impact to price position and price perception.

INTEGRYS ENERGY SERVICES, Chicago, IL 2005 - 2007 Retail Electric Pricing Analyst Forecasted future power needs, consumer behavior, and pricing sensitivity of industrial and commercial companies by studying historical electricity usage and analyzing various supply and product options to determine the most competitive price.  

Instrumental in creation and support of 10 new product offerings resulting in an increased customer base by more than 100%, from 2244 customers to 5570 customers. Self-taught Excel VBA to design and construct company’s first Ameren Utility pricing model which improved pricing analysis turnaround time by more than 400% and acquired 700 new Ameren Utility customers which accounted over $25 million dollars in revenue and $1.5 million dollars in margin.

MCI, INC., Chicago, IL 2003 - 2005 Pricing Implementation Analyst Analyzed and implemented telecommunications contract pricing for global customers with a minimum billing of $2 million per fiscal year. Served as company liaison with customer, billing, sales and business development on administrative and technical matters for assigned accounts and contracts. EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Miami, FL/Evanston, IL Executive MBA, December 2013  Global Electives at Kellogg HK-UST, Hong Kong, China, 2013 DE PAUL UNIVERSITY, Chicago, IL Masters of Science, Business Information Technology, 2007 UNIVERSITY OF ILLINOIS AT CHICAGO, Chicago, IL Bachelor of Science, Mathematics and Computer Science, 2002 ADDITIONAL INFORMATION    

Applications: Microsoft Office, Visio, SQL Server Management Studio, Tableau Languages: Native in Cantonese, Basic in Mandarin. Programming: HTML, VBA, SQL. Golden Key International Honor Society Interests: world travel, cooking, basketball, history, Wing Chun

KISHORE KAKANI 23100 Birch Mead Road, Clarksburg, MD 20871 [email protected], (240) 372-0566

EXECUTIVE SUMMARY • • • •

Accomplished IT operations leader and senior program manager with hands-on experience of over nineteen years - spanning Portfolio, Operations, Program, Project, PMO and team management Experienced leader in designing and managing infrastructure strategic solutions related to virtualization and cloud solutions Significant depth and experience in both business applications (e.g., ERP, CRM, etc) and general infrastructure (e.g., Databases, Datacenter Operations, Network Operations, Enterprise Architecture, etc Executive MBA candidate at the Kellogg School of Management (Northwestern University) – May 2014

EXPERIENCE Amtrak, Washington, DC 2011 - Present Senior Consultant Infrastructure planning and support • Delivered various projects related to planning, implementation, and migration of infrastructure from Amtrak data center to IBM data center(s) in SBY (production) and RTP (development, testing, and standby) sites. This was part of RESNG program initiated by Amtrak to acquire state of art technology services from various vendors • Developed strategy through technical assessments and cost-benefit models. Devised and implemented IT investment process, new org design to improve service delivery and reduce costs. Developed transition plans for finance, and IT functions as well as managed teams in executing integration and separation strategies. Additionally, responsible for the development and management of transition services and the identification and realization of transition based synergies for the service contract Hewlett Packard, Washington, DC 1998 - 2011 Director/Program Manager, Engineering & Operations Strategic IT planning and implementation • Led a series of IT assessments across the core elements of IT to identify and quantify potential improvement areas across the business applications, general infrastructure, organization, and operating procedures. For each opportunity, a detailed analysis of the run-rate impact, one-time implementation cost, risk, and timeline was provided. • Worked with executive leadership team of several mid-market to large-scale organizations to plan and implement an overall three to five year IT strategy. This included implementation of new business systems (e.g., enterprise resource planning (ERP), business intelligence, and commercial and operational systems. etc), organizational restructuring, outsourcing, and infrastructure build-out. Crosssector perspective leveraging leading practices in each company. As part of our work, there was a focused effort on quantifying the business value and tracking the value through implementation Program Management / Project Management • Managed Scope, Schedule, budget for various projects. Managed projects in both waterfall and Agile methodologies • Examine functional needs; oversee requirements planning/analysis, resource planning and project management. • Presented project roadmap timelines, budgets, risks, status, and schedule updates to senior executives Identified PMO current state and conducted a process and project management maturity gaps analysis.

Kishore Kakani – Page 2 • •

Assisted with as-is and to-be process mappings for key business areas in accounting, finance, treasury and other supply chain business units. Performed variance analysis of schedule and cost on a formal and informal basis and present them to senior management (earned value management system)

Organization Development • Supported the organization through effective training, motivating and mentoring onsite and offshore project managers, engineers, developers, technicians and support personnel • Led the team at identifying opportunities, analyzing operations, and developing winning solutions • Led development of thought leadership pieces published by the firm on IT best practices. Sectors Served • Financial Services, Consumer Products, Transportation, Retail and eCommerce, Food and Beverage, Industrial Manufacturing, Health and Pharmaceuticals, Hospitality, and Consumer Products Lucent Technologies, New Jersey 1998 - 1998 Consultant (Bell Labs) System implementation • Led project to implement a new RDBMS system for Bell Atlantic • Assisted in planning and execution of database design, update views/tables, performance tuning and growth estimation. Led in creation and maintenance of oracle databases, installation and integration of custom 3rd party application packages Tata Consultancy Service (TCS), India 1994 - 1998 Information Specialist Product Support • Provided customer Support, Product Support, after sales support, customer interaction and solving user’s problems. Assisted in Oracle database support, performance tuning, CAD/CAM support of UNIGRAPHICS (product), bench marking the product, implementation of product at the client place and customizing the product to users’ requirements • The tasks included installing UNIX (SUN) systems, building file systems using LVM methods, designing and creating databases by tuning ‘init.ora’ parameters (environment tuning parameters), creating table spaces, porting the databases across platforms and file systems EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Executive Masters in Business Administration, May 2014 CHANCELLOR UNIVERSITY, Jack Welch Management Institute, Cleveland, OH Master’s in Business Administration, April 2011 SHIVAJI UNIVERSITY, India Bachelor of Science in Engineering (BS), June 1994 CERTIFICATIONS/AWARDS • • • •

PMP: Project Management Professional, Project Management Institute LEAN: Lean training complete with the Shingo Prize ITIL V3: Information Technology Infrastructure Library foundation certificate in IT service management HP Excellence Award: Given for demonstrated value provided to two Fortune 50 clients

RAVIKIRAN KARANAM

817 Brodhead Drive, Aurora, IL 60504 630.699.3460 | [email protected] | http://www.linkedin.com/in/ravikirankaranam

T ECHNOLOGY S TRATEGY E XECUTIVE

ENABLING GROWTH & PROFITABILITY THROUGH TECHNOLOGY INNOVATIONS Versatile technology executive with 14 years of progressive experience building and leading high-performance organizations at financial & technology consulting services firms such as JPMorgan Chase, EZ Solutions, Mary Kay, and Architecture Technology Corporation. Utilizes a broad understanding of commercial card business, deep technology expertise, and outstanding leadership & communication skills to drive technology innovation and seamless client experiences across Web/Mobile channels. A cross-functional collaborator who thrives in high-growth organizations, turnaround situations, and ‘builder’ environments. C OMPETENCIES & M ANAGEMENT S TRENGTHS : • Technology Strategy & Operations • Data Migrations & Client Experience Management • Performance Engineering • Commercial Card Business & Payments • Computer Networks & Security

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High-Growth Organizations, Turnarounds Organizational Change Management Talent Acquisition & Staff Management to 50+ Capital Planning & Budget Management to $20M Information Technology & IT Governance

E DUCATION : MBA, JUNE 2014, KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL MS, Computer Science, University of Texas at Dallas – Eric Jonsson School of Engineering & Computer Science BS, Computer Science, S.V. University – College of Engineering

PROFESSIONAL EXPERIENCE 2005–PRESENT JPMorgan Chase, Chicago, IL DIRECTOR, GLOBAL COMMERCIAL CARD TECHNOLOGY Held various technology management roles such as Director, Platform Owner, Applications Development Manager, Solutions Design Manager, Performance Engineering Manager and drove technology initiatives ranging from web platforms to data migrations in B2C and B2B channels. Led cross-functional teams (staff of 50+) responsible for technology strategy, platform development, data migrations, client experience and operations across a $200 MM portfolio of leading commercial card business unit. •

Accountable for migrations and conversion program of ~1000 commercial card clients from Legacy platforms to Next Generation Commercial Card system resulting in ~ $10 MM annual savings. Directed multiple teams of business analysts, designers, developers, quality assurance analysts with an annual budget of $ 20 MM and delivered the program with 10% cost savings via innovative technology solutions, onshore/offshore model and streamlined operations.

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Built an industry standard performance engineering center of excellence from scratch and improved commercial card solutions (Web/Mobile/Batch Channels) performance by 10x. Best practices created leveraged by other teams.

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Led the technology strategy, design, development and implementation of Commercial Card solution for Government Services Agencies resulting in a new $ 3 Billion annual card spend.

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Delivered multiple commercial card software releases (release size = 5-10 mil) with in budget. Improved average product time-to-market (project throughput) by 25% through introduction of agile methodologies.

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Streamlined technology processes, reallocating $2 M in unjustified and ‘shadow’ projects to high-impact initiatives.

Ravikiran Karanam – Page 2 •

Leading “JPMorgan Chicago Technology Forum” initiative. In 2013 conducted First Technology Expo in Chicago, showcasing various bank applications across LOB’s and vendor technologies, with an attendance of ~400 Chicago based JP Morgan technologists.

2003–2005 EZ Solutions, Nashua, NH IT CONSULTANT/MANAGER – FORTUNE 100 COMPANIES Software consulting services to fortune 500 companies. Talent acquisition and business development for the consulting firm. •

Led technology strategy, design and development of software solutions for JPMorgan commercial card business.

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Led the effort to improve online performance of Card Request Manager application by 10x.

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Led development initiative for a new ecommerce B2B payment system in the largest growing market segment for a financial firm.

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Mentored junior consultants and helped the consulting firm grow by Talent acquisition.

Mary Kay, Addison, TX IT CONSULTANT /LEAD Software solutions in the Enterprise monitoring group for Mary Kay IT division.

2002–2003

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Designed and developed software solutions such as Event handling system for managing incident process.

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Streamlined organization change control notification system increasing time-to-market along with reducing technology operating costs.

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Led hardware integration solutions such as Netcool/Firewall probe implementations.

EARLIER EXPERIENCE 3 years of progressive experience in Software Design & Development, and cutting-edge research.

1999–2002

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Held continuously progressive roles, from software developer through software lead roles

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Technology innovations (Local Aware wireless network services for DoD, Architecture Technology Corporation) and web site development (Computer Science department website, University of Texas at Dallas,)

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Optical networks research in Advanced Networks Research Lab, University of Texas at Dallas.

P UBLICATIONS Ravikiran Karanam, Vinod Vokkarane, and Jason P. Jue, " Intermediate Node Initiated (INI) Signaling: A Hybrid Channel Reservation Technique for Optical Burst-Switched Networks," Proceedings, IEEE/OSA OFC 2003, Atlanta, TuJ2, vol. 1, pp. 213-215, Mar. 2003. This research was published in “Optical Burst Switched Networks” book. Keywords: Ecommerce, Customer Experience, Digital Strategy, Product Development, Product Marketing, Marketing Strategy, Competitive Product Positioning, Product Road-Mapping, Customer Acquisition, Search Marketing, SEO, Mobile Commerce, Social Media, Digital Technologies, Digital Innovation, Multi-Channel Retail, Loyalty Systems, Transactional Ecommerce, Change Management, Revenue, P&L Management, Capital Budgeting, Talent Acquisition, Leadership Development

PANAGIOTES KARANIKAS 605 11 Street, Huntington Beach, CA 92648 : 714-614-7000 (cell) : [email protected] th

SUMMARY A results oriented entrepreneur and operator with extensive experience in the IT and Professional Services Industries. Proven track record of starting and building companies that create value for customers and shareholders across several industries including Military & Defense, Government (Federal, State, and Local), Space & Avionics, and Residential Real Estate. Primary areas of expertise include starting companies focused on professional services, software development and data & database architecture design (emphasis on Oracle technologies). Current responsibilities include General Management (GM) of company division focused on design and development of complex RF subsystems and delivering professional services. Responsibilities include business development, operations, P&L accountability, leadership, recruiting talent, strategic client relationship management, engagement planning, and people development. Responsible for providing strategy and thought leadership to CEO and board around Alliances/Mergers/Acquisitions and future product development.

PROFESSIONAL EXPERIENCE Avrio Technology Group, LLC., Huntington Beach, CA 2010 - Present Co-Founder / Senior Vice President / General Manager Avrio Technology Group, LLC (www.avriotechnology.com) is a global electronics manufacturer focused on Radio Frequency (RF) products. Avrio employs over 185 employees with offices in Middleton, WI; Huntington Beach, CA; Cambridge, UK; and Hong Kong, China. Co-founded Avrio and serve as the Senior Vice President as well as the General Manager of the Avrio Systems Engineering (ASE) Division. Responsibilities include assisting with acquisitions and alliances, daily operations, and oversight of all engineering divisions. Negotiated the funding of Avrio with Chicago-based private equity firm LaSalle Capital Group. Partially funded the creation of Avrio with personal capital. Operating at 30% EBITDA. H&L Rental Homes, LLC., Charlotte, NC 2006 - Present Co-Founder and Managing Partner H&L Rental Homes, LLC (www.hlrentals.com) owns over 30 properties and manages over 180 properties for investors in the U.S. Mid-Atlantic region. Created value in the real estate market downturn by restructuring existing financing, contributing personal capital, setting up partnerships with local contractors, and finding new properties to add to portfolio with increased margin. Restructured existing IT infrastructure, property management software/process, and accounting software. Operating at 45% EBITDA. Panos Corporation, Huntington Beach, CA 2000 – 2010 Founder and President Panos Corporation (www.panoscorp.com) was an engineering professional services firm primarily servicing the Intelligence community. Provided System Engineering, Software Development, Data Architecture, and Database Administration to various Federal, State and Local agencies such as the Los Angeles Unified School District (LAUSD), US Library of Congress, various DoD programs and multiple special US Intelligence programs. Created value by attracting the best engineers available and getting them security clearances. Personally funded the start of Panos and built the practice to 25+ consultants with 40% EBITDA. Acquisition of Panos by LaSalle Capital Group, LLC. was completed in October of 2010.

Panagiotes Karanikas – Page 2

Oracle Corporation, Reston, VA 1998 –2000 Principle Engineer Specialized in designing high performance/high availability data centers, networks, and software for the Intelligence community and U.S. Counter-Narcotics initiatives. Technical lead representing Oracle Corporation on the development of architectures and software for joint-agency programs in the continental U.S. and South America. Led showcase account for Oracle in Bolivia by building a remote data center in the Amazon jungle. The youngest engineer ever hired by Oracle Federal Programs group at the time. Science Application International Corporation (SAIC), McLean, VA 1997 –1998 Sr. Systems Engineer Telecommunications and Network engineer. Specialized in development of software and IT infrastructure solutions with emphasis on high performance/high availability communication solutions for the war fighter and Intelligence community.

EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Master of Business Administration, Degree Expected (December), 2014 UNIVERSITY OF PITTSBURGH, Johnstown, PA Bachelor of Science, Electrical Engineering, 1997 Cum Laude (Ranked first in EE division graduating class), President’s Scholar, Chi Lambda Tau National Honor Society

ADDITIONAL INFORMATION • • • • • • • • •

DoD Top Secret & various compartmental clearances o CURRENTLY ACTIVE Intelligence Community Special Programs – Multiple Single Scope Background Investigations (SSBI) o CURRENTLY ACTIVE Registered DoD Facility Security Officer (FSO) o Currently FSO for Avrio Technology Group, LLC. o Ability to initiate new clearances and store information on site Board of Directors, Greater Madison Chamber of Commerce, 2011-2013 o Public Policy Committee Volunteer Scuba Diver and Marine Life Educator, Aquarium of the Pacific, Long Beach, CA 2009-2010 Assistant Dive Master Speak English and Greek fluently in addition to conversational Spanish Speaker at University of Southern California, Viterbi School of Engineering. o March 29, 2010 – “Concept to Commerce.” Published “Oracle on the Web… Cheap” ZD Journals. Karanikas, Shiflett; February 2000

Sam Khan 24911 Donegal Way, Plainfield, IL 60585 ~ 630-802-0000 (C) ~ [email protected]

REGIONAL VICE PRESIDENT STRATEGIC VISION •

LEADERSHIP • REVENUE ENHANCEMENT

Dynamic, results-oriented Vice President with 20 + years of broad-based, diverse experience encompassing a wide range of fast-paced, demanding retail and franchise environments. Passionate, hands-on leader with empowering and collaborative leadership style that engages all levels in strategic programs to drive revenue and customer satisfaction. CORE COMPETENCIES • Market Start-Up and New Business Development • Multi-Division, Region and Market Sales Leadership

• Program Design and Implementation • Experience in Field and Corporate Operations

• Employee Development and Mentorship • Financial, Strategic, and Tactical Planning

PROFESSIONAL EXPERIENCE Sleepy’s The Mattress Professionals, Hicksville, New York, 5/2013-Present Regional Vice President Recruited to lead the rapid expansion of an iconic New York brand into the Midwest Region. Designed launch strategy encompassing operations, marketing, human resources and other teams to ensure partnership and success. Responsible for the recruitment and development of a strong sales and operations team for stores to be based in a multi-state region. Key Achievements • Successfully Launched 30+ stores in the Chicago market with a goal of 100+ stores by 2015 • Developed New Store Set-up Processes, focused on precision in talent and site selection • Implemented sales and accountability tools across the company designed to ensure optimal performance of the Mattress Professionals, District Managers and Market Directors. • Partnered with peers and cross functional teams to help execute a company-wide organizational realignment to ensure scalability and long term success of the company

Wireless Vision d/b/a T-Mobile, Bloomfield Hills, Michigan, 3/2011-4/2013 Director of Sales Recruited by CEO to assist entrepreneurial company during a time of high growth to bring sales and operational efficiencies. Responsible for the ongoing operations of 60+ stores in a multi-state region with direct oversight of 350 employees and $32M in revenue. Lead the planning and execution of sales, operations and marketing strategy to achieve profitability and revenue goals. Key Achievements • Launched new business model in the Chicago market resulting in $1.4M in increased profitability • Managed integration plans for newly acquired companies in Wisconsin and Georgia • Championed multi-cultural marketing campaigns including successful Latino, Polish and Asian segmentation initiatives

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SAM KHAN Cricket Communications, Chicago, Illinois, 11/2007-2/2011 Director of Sales Defined go-to-market strategy and built sales and marketing infrastructure to support company owned retail, branded partners stores and third-party retailers. Developed dealer (Franchise) base across Illinois and Indiana. Responsible for the successful building and operations of 175+ dealer and company owned retail stores. Created and implemented new distribution strategy using complex market data and knowledge of local markets to identify hundreds of new distribution points. Key Achievements • Created a Successful Ad Campaign Utilizing $1.3M in Co-Op funds to increase brand awareness • Managed Site Selection for 100+ Locations and Negotiated 32 Corporate Leases • Recipient of Leaps and Beyond award for creating a new mapping system to help identify retail store distribution opportunities for the Ohio market.

U.S. Cellular, Chicago, Illinois, 4/2006-10/2007 Senior Manager, Field Operations Responsible for operations of dealer and company owned stores. Worked with Regional Vice Presidents and COO to drive retail sales and operations initiatives. Created alliances with vendors and department leaders to develop and improve sales processes to enhance operational performance. Key Achievements • Implemented new sales programs with key vendors (Samsung, LG, Motorola and Kyocera) • Successfully launched a new process to manage MDF and Co-Op funds resulting in savings of $700K • Introduced new Mystery Shop program to help gauge “in store” customer experience

T-Mobile USA, Chicago, Illinois, 4/2001-3/2006 Senior Manager, National Retail Store Operations 1/2004-3/2006 Responsible for direct operations of 1200+ retail stores across 46 state area. Worked with Vice President to drive all retail sales and operations initiatives. Collaborated across departments, including Finance, HR, IT, Marketing and Customer Care, to streamline and improve all sales and operational processes Key Achievements • Managed $70 Million retail accessory program, increasing sales by 20% in 2005 • Created and launched a new retail meeting format including production and post-production of the“TMobile Connection” retail video, a new internal communication vehicle • Developed New Store Set-up Process, focused on precision in site selection, build out and Opening. Regional Retail Manager 1/2002-1/2004 Created store management teams to define strategic and tactical plans for growth. Coached, mentored, motivated and empowered management team to achieve goals in uncharted project areas. Analyzed team metrics to identify improvement areas.

EDUCATION Master of Business Administration (Expected December 2014) Kellogg School of Management NORTHWESTERN UNIVERSITY, EVANSTON, IL Bachelor of Science, Marketing (2000) NORTHERN ILLINOIS UNIVERSITY, DEKALB, IL

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SOHEL KHAN

2101 Market Street, Unit #2308, Philadelphia, PA 19103 (913)-486-3145  [email protected]

PROFILE Technology Leader with 15+ years experience at Sprint, Comcast, and SETVI. Managed 10+ projects ranging from $1.5M to $55M in partnership with Oracle, Cisco, Ericsson, Amazon, SAP, and Infosys. Led a Comcast multimedia product management and development project that earned yearly revenue of $40M. Led an innovation team that created technology strategies and architecture of Sprint’s 3G/4G network for 35M customers. Achieved two US patents. Won Sprint’s Network President Award. Holds PhD, EE, University of Kansas and MBA, Kellogg School of Management.  General Management  Analytical and Technical SETVI Chief Executive Officer (CEO)

SKILLS  Vision and Big Picture  Fast Problem Solving EXPERIENCE

 Strategy and Planning  Creative and Agile Philadelphia, PA 2013-Present

• Execution o Managing 9 direct reports, collaborating with 3 board members, and 2 investors o Raised seed capitals and in process of raising equity from angel investors and VCs o SETVI v1.0 is developed and released: 2 customers in production, and 15 prospects o Coordinating with Flaster-Greenbarg Law firm for incorporation and investor agreements o Developing forecast, financial valuation, and budget in consultation with external CPAs o Creating Business and Technology vision, Technology Architecture, and Product Value o Recruiting talent to scale the startup and contribute to our energetic and enjoyable workplace COMCAST Principal Engineering Manager

Philadelphia, PA 2007-2013

• Leadership o Led 24 members teams in RFI/RFP process with procurement budget of $55M+ • Selected best vendor solutions for Internet interactive multimedia systems • Participated in the procurement negotiations to reduce cost • Certified and deployed benchmarked product in the network o Led interdepartmental teams of 26 engineers and project managers in full SDLC life-cycle and market launch of Internet multimedia products that earned yearly revenue of $40M+ o Presented recommendation and status reports to the C-Level executives • Technology and Analysis o Architected Comcast 2017 Internet multimedia technology strategy and vision o Presented to executives project value proposition, charter, plan, and budget o Developed product and technology requirements, design, and operational models o Conducted financial, risk, and process improvement analysis o Awarded 1 US patent and filed four patent applications in US Patent office waiting queue • External Relationships

Sohel Khan – Page 2 o Contributed technical due diligence, agreements review, and operational model creation in an M&A integration team on a $10M SaaS provider acquisition o Managed relationships with vendors, service providers, and consulting firms o Represented Comcast in Internet Engineering Task Force (IETF) and CableLabs

SPRINT Principal Technology Strategist

Overland Park, KS 1998-2006

• Strategy o Led teams of engineers, scientists, and mathematicians to develop technology evolution strategies of 3G/4G networks for 35M+ customers. o Authored technology strategy, network evolution plan, and architecture documents o Presented recommended Technology Evolution Strategy to C-Level executives • Research o Managed Sprint’s 2 multimedia technology research projects at the Columbia University, NY and Sprint’s 4 technology research projects at the University of Kansas o Researched innovative and competitive technologies for threats and opportunities o Researched revenue optimization and cost reduction models applying microeconomic Game theory, Internet engineering, and statistics o Conducted technical due diligence and agreement review in M&A teams in 3 separate projects. Sprint-Nextel merger project was materialized o Represented Sprint in Internet engineering standard bodies—IETF and ATIS o Published IEEE, IETF, ATIS, and ATM Forum papers and standards

• Engineering o Led teams in architecting and designing Sprint’s innovative 3G/4G and Internet networks. o Led RFI/RFPs team to select best vendor systems for Wireless technologies, Web, VoIP, Video, IP router, application server, and database o Recommended to VP and SVPs the best vendor system for acquisition o Developed model and conducted simulations to determine engineering rules and metrics o Achieved one US patent. o Won Sprint President’s award for Year 2000

EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY MBA UNIVERSITY OF KANSAS Ph.D. Electrical Engineering

Evanston, IL 2013 Lawrence, KS 2006

Dissertation: Optimizing Providers' Profit in Peer Networks Applying Automatic Pricing and Game Theory

MS Electrical Engineering

Thesis: The Performance of Heterogeneous Edge-Core ABR Network Supporting VBR Traffic BS in Electrical Engineering with Distinction

1998 1995

Christopher J. Kodosky 676 So. Berkley Ave., Elmhurst, IL 60126 847-682-6074 (mobile), [email protected]

SUMMARY Finance executive with broad based business perspective garnered from roles in corporate finance and business development. Demonstrated ability to lead change and deliver results using collaborative communication, analytical, and leadership skills. Career progression through a wide range of organizational environments: entrepreneurial, public company, Big 4 M&A consulting, and international. Highly principled with an ongoing curiosity for learning. EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL MBA, 2014 UNIVERSITY OF ILLINOIS, COLLEGE OF BUSINESS ADMINISTRATION, Urbana-Champaign, IL BS in Accountancy, GPA of 4.7/5.0, 1995 • CPA certification (May 1995, 1st sitting) EXPERIENCE AMCOL INTERNATIONAL CORPORATION, Hoffman Estates, IL 2004 – Present Vice President, Finance & Controller 2011 – Present Corporate Controller 2004 – 2011 A $1 billion, multinational industrial and consumer products company, AMCOL operates in four segments: performance materials, construction technologies, energy services and transportation. Highly decentralized, it has grown its revenues from $450 million in 2004 to over $1 billion in 2013 with 50% of its profits generated in over 25 countries. Report directly to the CFO; selected to actively engage and contribute on a wide range of strategic initiatives with Senior Management. Able to work effectively across functional and operational lines to influence change. Treasury, Risk Management and Governance • Renewed our revolving credit facility renewal resulting in a 33% increase in the facility to $300 million, a reduction in interest rates, and favorable revision in covenants. • Responsible for worldwide foreign currency exposure management program with monthly derivatives trading activity exceeding $80 million. Implemented software to manage currency exposures and derivatives. • Assist in treasury endeavors including new debt issuance, interest rate swaps, structured transactions, and restructuring debt covenants. Responsible for managing cash, efforts which reduced debt and increased return on invested capital. Evaluated a cash pooling program for our European subsidiaries. • Assumed responsibility for the worldwide insurance renewal and helped evaluate a captive insurance program. • Participate in audit committee meetings. Finance & Accounting • Manage the preparation of all SEC filings and compliance with US GAAP and SEC regulations. Guide subsidiaries in gathering information necessary to fulfill our public company and management reporting responsibilities. • Responded to multiple SEC comment letters and led the restatement of public filings. • Serve as de facto chief accounting officer and resource for subsidiaries in the application of accounting principles and the financial statement consolidation. Lead the relationship with external auditors and assisted CFO and CEO to retain new auditors. • Manage the accounting operations of the parent holding company, including certain shared services functions. Reduced close time from 6 to 4 days. • Responsible for implementing sound internal controls and compliance with SOX regulations within a period of 6 months from joining the company. Successfully encouraged the CFO to create an internal audit department.

Christopher J. Kodosky – Page 2 Business Development, Investor Relations, and Other • Selected by executive management to participate in a leadership development program. Voted “Most Likely to be CEO” by peers within the training program. • Develop earnings releases, press releases, and marketing materials. • Participated in IR meetings with potential investors and analysts as well as quarterly earnings calls and announcements with CEO and CFO. • Responsible and participated in various portions of M&A activities including negotiation, due diligence, structuring, and funding. Team player in consummating over $95 million of acquisitions within a three year time horizon. • Helped establish a foothold in India. Negotiated a transition service agreement and established the corporate finance function in India from scratch, allowing AMCOL to acquire certain assets and begin operating independently without disruption. • Served as financial manager for a Russian JV, managing the relationship between the JV and AMCOL. Monitored business performance of the JV and advised on courses of action. • Established and managed the annual and three year plan process, including issuing guidelines and assisting in the evaluation of plans. • Led the worldwide implementation of SAP BPC consolidation software. Business process owner in the implementation of SAP ERP software, working across functional lines to improve the integrity, sustainability and relevance of financial information. GVW HOLDINGS, Highland Park, IL 2000 – 2004 Corporate Controller Director of Finance Assistant to the Chairman Private-equity backed automotive OEM with $650 million of revenues that designed and assembled automotive chassis and trucks for recreational vehicle and industrial applications. This highly leveraged, entrepreneurial company grew revenues and profits by CAGRs of 25% and 30%, respectively. Reported to the CEO and CFO. • Responsible for financial statement consolidations of 10 subsidiaries, private equity reporting, financial analysis, and the annual financial statement audit. Developed and implemented corporate accounting policies and GAAP compliance. • Fully responsible for highly leveraged, cash management activities. • Interim CFO for several months when the previous CFO resigned. • Gained front line, operational experience as controller for a $125 million subsidiary undergoing financial and operational distress. Reorganized the finance function and influenced change in the supply chain, manufacturing and IT departments. • Responsible for all aspects of a service parts acquisition that provided a 100% payback within 12 months. Assisted in operationalizing the acquisition, including establishing warehouse operations, accounting systems, and recruited key management. • Oversaw a Mexican subsidiary and managed the relationship with its minority investor. • Managed the financial planning process and developed key performance indicators and ratios to measure each business’ performance. • Assisted subsidiaries to improve results by leading targeted initiatives, such as increasing a program to increase revenues by rationalizing truck configuration options. • Led two corporate development projects with European OEMs. Managed outside manufacturing advisors, modeled business relationships, developed and delivered presentations to senior management and partners, and led teams of operating specialists to investigate the viability of the ventures. PRICEWATERHOUSECOOPERS, Transaction Services, Chicago, IL and London, UK 1995 – 2000 Manager 1997 – 2000 Sr. Associate 1996 – 1997 Associate 1995 – 1996 • Provided financial and operational M&A due diligence services for strategic and financial buyers focusing primarily on the service, software, manufacturing, and technology industries. Helped identify hidden synergies, negotiate purchase price reductions and develop alternative transaction structures. • First associate hired to help start-up this newly formed service line. Received two early promotions and was instrumental in determining the scope of services offered to clients and procedures on how to conduct them. • Supervised and evaluated team members and staff, managed client expectations, coordinated services of specialist teams, conducted and reviewed written reports and analyses, and presented findings to clients. Managed fee structures and billed clients. • Gained international experience as the first individual offered a 1½-year secondment to London. Worked to strengthen relationships with overseas clients and improve product deliverables. Developed an understanding of the economic environment in Europe.

Jacob Köhler, PhD 3627 Brumley Mews, 46033 Carmel, IN, USA (317) 225 4737 [email protected] PROFILE Strategic leader of global organizations and cross-functional teams. Passionate about innovation and driving change. Pursuing an international career to broaden and leverage business skills developed during the recent Executive MBA studies at Kellogg School of Management. Areas of expertise include: Leadership  Visionary leadership and strategy implementation  Change management and organizational design: structure, processes, guiding principles  Positioning people for success; assessing people and their strengths, values and diversity  Outcomes focused strategic thinker, combines intuition and deep analytical thinking

Technology management  IT management: strategy, governance, lifecycle management, technology evaluation, data management, tech support, capability development  Innovation management  Deep technical and scientific expertise in Biology, Computer Science and Bioinformatics

EXPERIENCE DOW CHEMICAL, AgroSciences Division, Indianapolis, IN 2010 - Present Biotech/Agricultural Industry Director / Global Leader R&D IT and Data Analysis Lead the ITDA (IT and data analysis) group. Accountable for 100 staff members, > $30 million annual budget, $2-5 million capital per year.  Led the creation of ITDA by integrating six fragmented IT and analytics teams into one centralized customer focused unit within the first three months of arrival in the new job  Developed the ITDA vision and strategy with the objective to empower R&D to out-innovate our competitors by making predictive, data driven decisions  Implemented the ITDA strategy through initiatives and balanced score cards  Created IT governance structures: teams, portfolio management, stage gate processes for systems development, architecture teams  Grew and developed talent in the group through training, recruitment and role changes; at least half of the staff are new recruits or experienced a significant role change  Created a culture of respect and effective partnership with IS and IR (DOWs central IT groups)  Saved > $10 million capital by rightsizing the data center and high performance computing environment  Successfully made the business case to invest an additional $75 million over the next few years to upgrade the R&D IT systems and analytics capabilities to meet the company’s growth aspirations ELI LILLY, Indianapolis, IN 2008 - 2010 Pharmaceutical Industry Group lead / Research Scientist IT Led and positioned the Biomedical Informatics group. Launched cross functional projects with IT, Global Health Outcomes, Statistics and R&D. (2009 – 2010)  Identified and prioritized several novel drug targets for cardiovascular diseases  Led the development of computational methods for drug repurposing and therapeutic switching  Delivered text mining capabilities, saving 5 person years of manual work Led an Architecture and Capabilities group. Initiated and implemented architecture projects by leveraging a Chinese outsourcing provider and Lilly’s Informatics team in Singapore. (2007 – 2009)  Developed a reference architecture for data integration  Benchmarked and evaluated data integration solutions through POCs (Proof of Concepts)

Jacob Köhler, PhD – Page 2 

Identified capability gaps in text mining and user interface design, resulting in two new positions

TROMSØ UNIVERSITY, Protein Research Group, Faculty of Medicine, Tromsø, Norway 2007 - 2010 Associate Professor II (Visiting professorship) Received invitation to this part time professorship after supporting the group to win government research grants that resulted in funding 10 new research positions. Taught Bioinformatics classes, co-supervised students, consulted on research projects and proposals. ROTHAMSTED RESEARCH, Harpenden, Herts, UK 2004 - 2007 Crop plant research institute. Principal Investigator Bioinformatics Created and recruited the brand new bioinformatics group (10 members). Established a strong reputation by creating a cutting edge research agenda in integrative bioinformatics and plant systems biology. This was achieved by addressing the needs of in-house-scientists, partnering with leading research groups, organizing several bioinformatics conferences and by establishing a strong publication track record.  Raised approximately $3 million in external funding across 5 projects  Established the scientific computing infrastructure (investing approx $200k in hard and software) DEPARTMENT OF BIOINFORMATICS AND MEDICAL INFORMATICS, UNIVERSITY OF BIELEFELD, Bielefeld, Germany 2001 - 2004 Doctoral and Postdoctoral Research Associate Lectured classes in Bioinformatics. Wrote and coordinated grant applications (EU, DFG) involving 18 groups from different EU countries. Developed and published research on database integration. DEPARTMENT OF ECOTOXICOLOGY, BERLIN UNIVERSITY OF TECHNOLOGY, Berlin, Germany 1998 - 2001 Research Associate Performed research on the semantic integration of biological database. Taught applied statistics and ecotoxicology classes. Wrote and compiled EU project reports. Managed the Windows network. EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Miami, Fl/Evanston, IL Executive MBA, degree expected December 2014 UNIVERSITY OF BIELEFELD, Bielefeld, Germany PhD in Bioinformatics, 2003 UNIVERSITY OF KIEL, Kiel, Germany Diplom (≅ Masters), Subjects: Zoology, Computer Science, Biological Oceanography, 1997 UNIVERISTY OF MARBURG, Marburg, Germany Vordiplom, Grundstudium Biology (basic studies), 1993 ADDITIONAL INFORMATION     

Authored 30 peer reviewed journal publications; gave more than 20 conference talks Board member and peer reviewer for several scientific journals, conferences and projects Taught 20 university lectures and classes in Landscape Architecture and Bioinformatics Languages: English - fluent, German - native speaker U.S. Green Card holder - EB1(b)- Extraordinary ability petition / Outstanding Researcher

Ravi Konkimalla th

15717 57 Place N, Plymouth, MN 55446 cell (952) 356 5503 [email protected] SUMMARY Senior General Manager with over 15years of experience focused on Cost Optimization, Business Process Design & Implementation, Corporate Planning, and Change Management. • Strong leadership, people development, coaching, and resource utilization skills • Proven ability to manage cross functional teams to deliver large projects that drive organizational change.

PROFESSIONAL EXPERIENCE TARGET CORPORATION, Minneapolis, MN 2005 – Present Manager (Senior), Solution Engineering, Technology Services (2011 – Present) Ensure IP retention, planning for optimal resource utilization, and process design for cost optimization and quality of solutions. Business Operations • Led a team of ~100 engineers to execute on software development projects worth $125MM+, delivering on-time and on-budget solutions • Mentored and coached the team to improve team member engagement by 50% (to 93%, measured as part of an annual survey) Corporate Planning • Orchestrated resource planning to meet current and future needs across multiple teams to execute on Multi-channel initiative (~$150MM spend) to ensure timing and quality of solution development • Leveraged strategic vendor partner relationships to improve the IP coverage by 25% (to 65%) Process • Led cross-functional teams to improve efficiency (~20%) and quality (~25%) of software solutions • Defined processes to streamline and optimize estimation process in a matrix organization Process Leader/Manager, Supply Chain Performance Management (2008 – 2011) Business owner of performance measurement solutions, solution roadmap planning with technology partners, people management, and project management. People Management • Led a team of 5 Project Managers to provide solutions that optimized key operational goals: payroll cost, inventory optimization and flow rates Project Management • Championed development of performance management systems to implement robust governance of projects, resulting in savings of ~$8MM per year • Drove strategic business intelligence projects ($300K - $1MM) to improve decision making capability; saved the business unit approximately $4MM Process Design & Improvement • Represented business unit at Information Security Steering Committee to design, plan, and implement security strategies to reduce corporate exposure to potential data security threats • Defined and implemented processes to manage deployments, implementations and defect resolutions to avoid conflicts and minimize impact to business operations

Ravi Konkimalla – Page 2

Project Manager, Business Services (2006 – 2008) Internal consultant working with business units to identify opportunities to leverage Target’s newly established offshore captive center. Business Development • Directed the strategic planning and execution of Target India initiative for multiple business segments Project Management • Executed projects resulting in savings of $25MM over 5yrs while leveraging ~120 team members • Led cross functional teams including Business owners, Target India operations, Human Resources, Technology support, Employee Relations, and Training to successfully complete projects Process • Defined standard processes, tools, and practices to ensure successful and consistent transition of knowledge and business processes to Target India (offshore captive center) • Defined success measures to accommodate and measure India operations and led process reengineering efforts Six Sigma Black Belt, Technology Services (2005 – 2006) • Led Six Sigma projects within technology services area resulting in savings of $1.2MM • Part of team that drove integration and implementation of Lean/Six Sigma concepts which defined processes to streamline software development projects reducing changes in business requirements by 50% • Developed CBA & NPV analysis models to build business case for Six Sigma projects • Coached and mentored team members to successful completion of Six Sigma training and certification SEAGATE TECHNOLOGY, RECORDING HEADS GROUP, Minneapolis, MN 1998 – 2005 Sr. Quality Systems Engineer, Standards Engineer • As Six Sigma Black Belt, led process improvement projects, modeling, and problem solving analysis • Oversaw activities of a cross functional team of 15 to establish common reliability objectives between six development sites across the world • Defined and implemented an engineering change management process that reduced errors by ~25% and improved time to market • Designed and implemented Quality Systems to reduce risks and improve predictive modeling • Evaluated designs and created standards for testing recording heads in production

EDUCATION KELLOGG SCHOOL OF MANAGEMENTM, NORTHWESTERN UNIVERSITY, Evanston, IL Master of Business Administration, degree expected, June 2014 IOWA STATE UNIVERSITY, Ames, IA Master of Science in Industrial Engineering, Minor in Statistics, 1998 OSMANIA UNIVERSITY, Hyderabad, India Bachelors in Engineering in Mechanical Engineering, 1996

ADDITIONAL INFORMATION • •

Interests: Cricket (captain of an amateur cricket team), Racquet Ball, Running, Investment club and spending time with my family Six Sigma Black Belt Certification – Seagate Technology, August 2002

KEITH D. KOSTRZEWSKI Chicago, IL | 917.428.5749

[email protected]| www.linkedin.com/in/keithk | @kdkostrzewski

PROFILE An Innovative, passionate and results-oriented professional with a cross-functional leadership background in client engagement, enterprise sales, operations, and strategic marketing. Possesses strong interpersonal, communication and development skills, with a proven ability to deliver against aggressive project objectives, revenue goals and client satisfaction. Demonstrated ability to unite cross-functional teams and business units to create and achieve aggressive organizational goals with efficacy and innovation as key drivers.

EXPERIENCE PEARSON EDUCATION, Chicago, IL 2011-Present Pearson, the world's leading learning company, has global-reach and market leading businesses in education, technology, and consumer publishing Account General Manager – Large Accounts – Chicago (August ’13 – Present) Responsible for the brand and reputation of Pearson and all products, services and solutions in strategic accounts, including Chicago Public Schools. Accountable for achieving and exceeding Pan-Pearson revenue objectives and building long-term strategic relationships with the district leadership. • Developed strong strategic and results-oriented relationships with CPS Leadership, driving a significant change in client perception and engagement with Pearson, transitioning from vendor to partner. • Manage Pearson’s Business relationship with CPS, which includes revenues over $20MM annually, working with Chief Business Officer and heads of Technology, Assessment and Instruction to increase program effectiveness • Lead Pearson engagement with CPS on 1:1/Personalized Learning, serving as a consultant to the district to drive cross-departmental conversations between Technology, Instruction, Assessment and Accountability around digital transformation. Current engagement will lead to significant revenue opportunities for the years to come. • Ongoing Strategic engagements that will lead Chicago to become Pearson’s marque large district customer. Engagement Manager – K12 Solutions (January ‘12 - August ’13) Pearson lead on strategic accounts, including Chicago, New York City, Cleveland, and Virginia Beach, managing the overall client relationship across all business units. • Responsible for managing cross-functional revenue and adoption strategies, building a cohesive, aligned team of Sales and Services Executives across all business units • Identify opportunities to sell additional products and consulting services by working with the entire portfolio of Pearson companies and/or partner solutions which best meet the needs of the client • Prepare an annual strategic account plan, supporting the district goals and priorities • Serve as an escalation point for project and implementation related issues, oversee client renewals and monitor/maintain customer satisfaction, while managing client expectations against goals SCHOOLNET, New York, NY 2004-2011 Leading provider of instructional improvement education software that increases student achievement, teacher quality and operational efficiency (Acquired in ‘June 2011 by Pearson Education) Program Manager – Chicago Public Schools (January ‘09 – December ’11) Lead for high profile district program strategy, budget reconciliation, client relationship and overall success. • After taking over as client manger, oversaw efforts that saw application usage increase over 100% annually for three consecutive years, working with Assessment, Technology and Accountability teams • Efforts in Chicago drove the foundation for deployment strategy for large-scale online assessments and summer school deployment practices, used across multiple clients. • Secured contract renewals (3) of $1MM+ based on adoption, client satisfaction and program effectiveness.

Keith D. Kostrzewski – Page 2 Implementation/Project Manager (January ‘09 – December ’11) Managed multi-year projects with executive stakeholders at city school districts across the United States, including management of implementation strategy and day-to-day coordination of project teams, implementing the Schoolnet Instructional Management System. Collaboration with district leadership to support academic objectives, construct professional development strategies and maintain alignment • Clients include: School District of Philadelphia, Virginia Beach City Schools, Irvine Unified School District, Eagle County Schools, Alexandria City Schools and others. Regional Sales Manager, Northeast/Mid-Market (September ‘07 – October ’08) Responsible for identifying, creating and managing relationships regional clients and led the development of a new mid-market sales strategy expand market share and increase revenue. Sales and Marketing Operations Manager (August ‘04 – September ’07) Responsible for managing, reporting and evaluating key process, teams and metrics around sales efforts and marketing programs. Also served as a liaison for the Sales team to all cross-functional teams including client services, technology, and product to ensure teaming and support to close new business. • Forecast management and performance evaluation to identify growth opportunities and internal improvements, supporting annual bookings increases of 100% for 3 consecutive years. • Collaborated with Finance and Product to analyzing cost structure and pricing strategies. • Management of Sales Support team (RFP Manager, Solution Specialists, and Field Marketing). • Lead implementation of sales methodology around “The Complex Sale.” • Managed field marketing (campaigns, events, branding, and webinars) to achieve sales goals. • Company Project Manager for enterprise-wide CRM purchase and implementation. CLASSWELL LEARNING GROUP, Boston, MA 2000-2003 A Houghton-Mifflin Company, Education Technology Firm, which developed a software platform to integrate assessment, instruction, custom publishing and teacher development Sales and Marketing Operations Manager • Responsible for weekly sales forecasting and reporting to Senior Management • Managed Support Team, including Inside Sales Representatives and Proposal Team • Planned, executed and moderated National Sales Meetings, Executive Briefings and Trade Show events • Provided strategic direction and project execution during a merger in 2001. BUFFALO BILLS (NFL), Orchard Park, NY

1999

Guest Services and Gameday Operations Graduate Assistant • Managed Guest Services team responsible for Fan satisfaction and game day operations enhancements • Developed inaugural Buffalo Bills Fan Guide and online Customer Satisfaction Tracking System • Supported Event Marketing in Sponsorship Activation and VIP Experience.

EDUCATION MBA: KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Executive Masters of Business Administration, 2014 Recanati Graduate School, Tel-Aviv University: Global Elective, Intellectual Capital Management, Venture Capital UNDERGRADUATE: PROVIDENCE COLLEGE, Providence, RI Bachelor of Science, Marketing, 1995 • Men's Varsity Soccer, ’95-‘98 - Co-Captain; Big East All-Academic Team • Athletic Department Work Study (Sports Information, Compliance) • Hasbro Children’s Hospital Volunteer

SPENCER W. LAMY 7510 NW 7th Street, Plantation, FL 33317

786-512-8769

[email protected]

Chief Information Officer / Chief Technology Officer Highly accomplished, results-focused Senior IT Executive / Officer with proven track record of topline impact through innovation, new product design and implementation; creating new partnerships and new channels to support corporate growth through maximum return on IT investment. Exceptional skills in customer service, business development, contract negotiations, outsourcing and problem solving. • • •

Strategic Planning Technology Evaluation IT Governance

• • •

CORE COMPETENCIES Team Building & Development Systems Design & Integration Service & Process Improvement

• • •

Vendor Management Software Engineering Budget & Cost Control

PROFESSIONAL EXPERIENCE CIMA TELECOM GROUP, Miami, FL 2002 – Present Chief Information Officer / Chief Technology Officer (2008-present) Promoted to oversee all technology operations for international parent company, which included up to 5 business units for revenues of up to $350M. Duties included strategic planning, development of policies and procedures, M&A operations and IT evaluations; managing daily activities, such as software development, ERP/CRM implementation, VOIP service deployment, 24x7 network operations center, telecom and network infrastructure, multi-datacenter support and virtualization. Manage a team of 32 operational employees worldwide in Turkey, Argentina and Ecuador. Manage outsourcing teams in Germany, India and Poland. Administer over $10 million budget. Selected Accomplishments: • Enabled $50M in expected new annual revenues by leading the operational design, development and deployment of a Wholesale Cloud Solution platform. This platform was the winner of The Product Of The Year Award for 2012-2013 from TMCNet. • Secured $10M in new revenues from client by completing a PCI initiative in three months. • Facilitated $40M in new revenues by leading the design, development and deployment of 2 new platforms. • Enabled $10M in new sales by implementing specialized development practices to eliminate fraud on eCommerce website from 600 chargebacks per month to less than 3. • Saved $1.25M over 3 years by negotiating new collocation contract, negotiated a discount for additional business and a cap on power cost. • Realized $950,000 in annual savings by leading multi-tiered project to implement geographical redundancy, merge 3 data centers, consolidate networks for 5 international companies, and terminated 28 facilities. • Created SLAs, RFPs, and pricing structures, and prepare responses to incoming RFPs. Operational Improvements: • Optimized project management performance by implementing new Project Management Office (PMO). • Planned and managed successful PCI Level-1 compliance initiative and achieved compliance 8 months ahead of schedule. Project included risk assessment, new policies and procedures, and infrastructure change. • Directed critical move of three 24x7 data center simultaneously with zero downtime. • Increased stability and quality of services by introducing new processes and technologies, including outsourcing of email, custom network security policies, hardware selection guidelines, and global management systems. • Instituted professional development programs and policies for team certification in Project Management (PMP), Six-Sigma, Microsoft Technologies, CISCO Security and Networks. • Improved operations by instituting SOPs for business continuity, disaster recovery, data retention, application development, IT security, vendor relations, outsourcing, and management of information.

Spencer W. Lamy – Page 2 Chief Technology Officer, Auris Technology Division (2005-2008) Directed technology functions for $90M multinational company that is a subsidiary of CIMA Telecom Group, which provides telecom platform solutions to global services providers. Oversaw data center operations, facility security and power, backup functions, and web marketing projects. Supervised a team of 15 employees. Retained by CIMA after funding, to head IT operations for parent company. Selected Accomplishments: • Delivered $10M in savings and reduced equipment costs 98% by utilizing open-source software. • Produced $1M in savings by implementing network security procedures that identified fraud. • Recovered $800,000 in erroneous chargebacks by investigating corporate payables. • Contributed $500k in cost reductions by leading a large-scale server virtualization initiative. Operational Improvements: • Enhanced productivity and reduced risk by implementing disaster recovery/business continuity plans. • Contributed to profitability by introducing inventory control system to track assets and tag equipment for retirement. • Dramatically improved network security by implementing certificates for secure VPN connectivity. • Instituted professional development programs and policies to get my team trained and certified in the latest technologies. Chief Software Architect, Auris Technology Division (2002-2005) Recruited to oversee software design, engineering, development and delivery of telecom products and accounting software services for a startup company. Supervised a team of 10 employees. Selected Accomplishments: • Enabled $50M in revenues by leading the hardware architecture, system design and development of Cloud Based Real-Time Enterprise Billing and Accounting solution for commercial product. • Enabled the support of 30 million subscribers by directing the design and launch of SaaS Prepaid telecom service system. Engineered an API strategy and web transaction system to enable anonymous use of Auris platforms by private label customers. • Performed vendor sourcing and technology selection. Managed capacity and continuity. Operational Improvements: • Reduced costs and improved productivity by replacing legacy PBX and introducing video and voice conferencing, secure VoIP, voice mail-to-email, E911, call grouping, and other services. LUCENT TECHNOLOGIES, Hyannis, MA 2000 – 2002 System Engineer / Software Engineer Provided consulting services, including software development, troubleshooting, system design and deployment. Enabled $150M in added equipment sales by designing and simplifying VoIP infrastructure for customer. EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Executive Master of Business Administration, Expected May 2014 NOVA SOUTHEASTERN UNIVERSITY, Davie, FL Masters of Sciences in Computer Information Systems Security (NSA/DHS Certified), 2008 NEW PALTZ STATE UNIVERSITY OF NEW YORK, New Paltz, NY Bachelor of Science in Computer Engineering, 2001 ADDITIONAL INFORMATION Member of South Florida CIO Board. Member of Upsilon Pi Epsilon, the International Honor Society for the Computing and Information Disciplines.

SOUNG LEE 56-25 Hollis Court Blvd, Fresh Meadows NY, 11365 C: (516) 659-4460 [email protected]

SUMMARY A seasoned technology business manager, with a 14 year track record of monetizing complex technologies and leading non-aligning teams with limited resources in challenging climates to consistent successful results. EXPERIENCE

VERIZON COMMUNICATIONS INC., New York, NY / Basking Ridge, NJ

2003 - Present

Marketing Strategist - Verizon Wireless Device Marketing (2013 – Present) Selected into the most elite HQ team, portfolio planning, responsible for the planning and final selection of all Verizon Wireless Devices in our portfolio. Also responsible for developing / managing future device roadmaps. • Primary Verizon external lead to OEMs on all technical, physical and feature mix device requirements for the Pre-Paid and the Enterprise business. Primary VZ internal lead on all wireless devices requirements • Internal strategy consultant, responsible for assessment / recommendations for key VZW special projects • Business / technical analysis of all customer segments, competitor portfolios, supplier and partner profiles • Define scope of alignment with compliance with VZW technical standards, sourcing and go to market plans Product Marketing Manager - Verizon Enhanced Communities (2008 – 2013) Team leader / product manager, responsible for the lifecycle product management and sales support of advanced FiOS video applications, emerging technologies, all FiOS Data / Voice / infrastructure products, for all Verizon Enhanced Communities (serving Multi-dwelling properties, $1 billion + annual revenue) • Successfully selected, managed and led 100+ team members, to develop and launch an advanced video solution, Narrowband Laser Community Channel; accomplished this with only 60% of budget, 28% of personnel, 8 months ahead of schedule, with no previous required technical / project experience • Successfully created sophisticated final buy forecasts, recommendations (VDSL1/VDSL2, BPON/GPON Platforms, for ONTs/Modems) that directly impacted $42+ million in expense risk reductions and the equipment capital purchase of over $85+ million, with no previous work experience • Led the development and the G/A launch of the FiOS Digital Voice ($287,000,000 in annual revenue, serving 2 million+ active customers) for the MC-ONT platform (227K servable living units) • Lifecycle product management of all FiOS Data related projects for VEC, ($450,000,000 VZ Revenue) Marketing Manager – Verizon Telecom (2006 – 2008) Responsible for the strategic tactics performance analysis, customer positioning, metrics scorecard development, vendor management, creative selection and sales analysis focused for all Verizon Regions. • Successfully developed innovative bi-weekly scorecards that analyzed all key marketing campaign results • NATIONAL: Assessed all marketing performances, recognized patterns and recommended actions • Analyzed and developed key monthly All Regions Marketing Performance Deck for all crucial products • Responsible for the assignment & management of TFNs and the entire 3000+ URL bank for Verizon.com • REGIONAL: Executed Bill Message, Bill Insert and Extra marketing tactic to 7 million NY households • Developed performance metrics for Direct Mail, TV, Radio, Print and other marketing tactics Product Marketing Manager – Verizon Enterprise (2004 - 2006) Promoted to a leadership role with lifecycle product responsibility for Centrex, Verizon product that generating $567,000,000 in annual revenue and $1,621,000,000 in direct pull through revenue in 2004. • Developed go-to-market market plans that enabled Centrex to exceed 2005 sales target objectives

Soung Lee – Page 2 • • •

Crafted competitive positioning and tactical sales strategies that energized Centrex and VoIP-Centrex sales Produced proposals, white papers, customer presentations and many other invaluable sales enhancing tools Created sophisticated statistical analysis, forecasting metric tools while working directly with sales teams

Business Development Manager – Verizon Enterprise (2003 - 2004) A multi-million dollar quota bearing sales position, responsible for new business enterprise sales of advanced network solutions such as SONET, CISCO, etc. for multi-national accounts with HQ’s in NYC. • Sold more in 6 months at $3,200,000, than previously sold in my territory in the past 6 years combined • Only Manager to ever make and exceed his quota in difficult territory in 3+ years, ending the year at 102% • Found & closed $500K new sale first month, achieved 2789% of previous year sale for the key account VERINT CORPORATION, CRM Contact Center Solutions, Woodbury, NY

2002

Global Product Marketing Manager Responsible for all client-facing business strategy related to the worldwide development, deployment and the positioning of the flagship Contact Center CRM product. • Formed a comprehensive go-to-market sales launch and competitive strategy for the global sales teams • Successfully developed a comprehensive Return on Investment justification calculator, briefs and toolkits • Recreated RFP responses, white papers, customer presentations, product descriptions and other sales tools ERICSSON, Mobile Internet Applications, Woodbury, NY

2001

Global Product Marketing Manager Responsible for the long term planning, business strategy development, product management and global sales training / RFP support, for the mobile imaging / entertainment product line. • Successfully developed and launched the Communicam; the first Camera Phone in North America • Developed, prioritized and achieved budget approval for the global business plan for the Communicam including;) product sourcing / development plan, revenue / cost models and the launch / marketing plan • Ericsson Certification in: Product Management, Wireless New Technologies, Mobile Internet Sales XEROX CORPORATION, New York, NY

1999 - 2001

Enterprise Sales Executive Quota bearing, enterprise sales position, responsible for selling new outsourcing contracts, Xerox products and services for new and existing global, enterprise NYC corporate accounts. • Successfully met and exceeded sales quota (118%), while growing existing business volumes from clients • Youngest individual selected into a rigorous executive-level enterprise marketing and solution sales training • Xerox Certification in: Buyer Focus selling, Advanced Buyer Focus Selling, Strategic Outsourcing Sales

EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Executive MBA Candidate

Evanston, IL degree expected 2014

ORAL ROBERTS UNIVERSITY, Tulsa, OK Bachelor of Arts in Communications, Minor in Business • All-inclusive four year full scholarship, Dean’s list, Honors Society Leader, Presidential Scholar

1998

RODRIGO LEIVA 1155 Brickell Bay Drive, #1808, Miami, Florida 33131

PROFILE:

305.989.3865; [email protected]

Results-driven, highly-resourceful and innovative relationship manager/business developer with outstanding sales and marketing, management, financial, logistics and interpersonal acuity; a reputation for successfully seeking and identifying new accounts; and an enthusiasm for traveling in the pursuit of business. Entrepreneurial-spirited, organized and articulate communicator, who is effective under pressure, excels at implementing business strategies, resolving problems and exceeding profit expectations. Hardworking, contributory and positive team member, who exercises sound judgment, has excellent public speaking, curriculum development and training abilities, and propels customer sales and loyalty through consultative, educational guidance. Focused, productive and technology-savvy decision maker, who consistently adheres to the highest standards of ethics and personal performance.

EDUCATION: 2013

KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY Miami, Florida Master of Business Administration

2000

GEORGE WASHINGTON UNIVERSITY Bachelor of Arts in Political Science; concentration in Economics

1996

AIGLON COLLEGE Graduate

Washington, D.C.

Villars, Switzerland

PROFESSIONAL HISTORY: 2011 to Present

CLEAR FLORAL SOLUTIONS Miami, Florida (Floral industry provider of fresh-cut flowers and category management solutions to mass-market chains throughout North America.) Founder, President Achieved $8 million in sales of fresh-cut flowers by year end 2013; projecting $12 million in sales for 2014. • Floral category management services include innovative solutions that increase sales through consultative pricing analyses, supply chain management, product design, packaging, and in-store display designs. •

2002 to 2011

ESMERALDA FARMS Miami, Florida (Floral industry market leader that breeds, grows and distributes fresh flowers to wholesalers and mass market customers throughout the United States and Canada; 7,000 employees and $100 million in annual sales.) Strategic Relationship Manager (2008 to 2011) Spearheaded new department that generated and grew new supermarket sales throughout North America, ending the department’s first year with $19 million in sales, $6 million of which was personally generated. Among key accounts: Wal-Mart, Sam’s Club, Publix and Giant Ahold.

•

RODRIGO LEIVA Page Two

PROFESSIONAL HISTORY (Continued): ESMERALDA FARMS (Continued) Account Executive (2002 to 2008) • Top producer among 23-member sales force for three consecutive years, generating 13% of company’s North American sales. Achieved this sales distinction within the shortest period in company history. • Generated $2.5 million in new business in first year, and reached $6 million in sales at year end 2011, with a perishable-product unit price of $.30. • Conducted multiple seminars annually to wholesalers and their florist retailers as a consultative sales approach to help grow their businesses, an effort that consistently increased Esmeralda sales. • Coached and mentored new salespeople. • Strategically planned and led complex business expansion project, which resulted in streamlining time-sensitive product distribution, reducing freight costs, and substantially increasing market share and sales. 2001 to 2002

AMERICAN EXPRESS FINANCIAL ADVISORS n/k/a Ameriprise Financial (Provider of nationwide financial and insurance services.)

Miami, Florida

Financial Advisor Generated sales and grew business by conducting numerous client seminars on retirement, 401K management, IRAs and multiple insurance programs.

•

2000 to 2001

PLANET FINANCE Paris, France (Provider of loans to microfinance institutions throughout the developing world to aid the fight against poverty.) Research Analyst Researched Latin American credit institutions/potential markets, conducted feasibility studies, and developed proposals, establishing institutional relationships to facilitate funding to assist povertystricken people.

•

LANGUAGE SKILLS: •

Fully fluent in English and Spanish; conversational French.

Boris Lester

4910 W. 77th street #301, Edina, MN, 55435 [email protected] (612) 212-3712

SUMMARY Multilingual Operations leader with a diverse background in building teams, project management and transforming business units. Execution-focused leader with a proven track record of developing people who deliver results. Seeking a Global Director that requires ability to link financial impact to business strategy. EXPERIENCE

GE CORPORATION 2005 - Present GE Energy – Water and Process Technologies North American Filters & Membrane Quality Leader, Minneapolis, MN 2012 - Present Lead a world class 7-person organization, including 3 senior engineers, across 4 North American plants. Team goals focus on improving product quality, leading Lean & Kaizen activities, and new product introductions. • Managing the qualification aspects of a new $18MM+ expansion project including a new facility, design, purchase, and relocation of equipment, to be completed over 3 years. • Led the transition of quality processes as part of a $15MM plant divestiture. • Achieved $3.6MM+ decrease in scrap and warranty for 2012 and 2013 by reorganizing 50% of the team through recruitment of new talent and improving analytical capabilities. • Leveraged customer feedback to decrease issue resolution time by 50%. • Established a Kaizen Promotion office that identifies high potential operators and provides Lean training. In 2013 the team of 4 completed 100 kaizen events, resulting in $300K of variable cost productivity. GE Capital Americas Sourcing Operations and Supply Chain Leader, Stamford, CT and Eden Prairie, MN 2010 - 2012 Managed a 30-person purchasing team supporting 3,000+ users across North America with a yearly spend of $600MM. Led process for product selection, vendor qualification and screening, set up and conversion of requisitions into purchase orders and payment disbursement. • Identified and eliminated 4 of 12 steps, in the purchasing process resulting in a 44% time improvement. • Partnered with IT team to develop a user interface eliminating incomplete invoices leading to a 20% increase of on time delivery from vendors to GE Capital. • Eliminated 11K of redundant and small purchase vendors by leading the simplification initiative • Successfully transitioned 4 newly acquired financial leasing businesses to Oracle ERP purchasing over 2 years, resulting in a more simplified system landscape for GE Capital. GE Corporate Senior Auditor – Financial and Operational, Detroit, MI 2008 – 2010 Conducted audits for GE Capital (Russia & Latvia), GE Transportation (US & Italy), GE Energy, GE Corporate and GE Aviation. Primary areas of focus were balance sheet, income statement and compliance investigations. • Led M&A work for a $2B European Bank acquisition, resulting in a new reserving method. • Responsible for the development, daily deliverables, and satisfaction of 10 junior associates; promoted 5 trainees to Senior Audit Manager over 2 years while traveling between customer sites 100% of the time. • Identified a variance between the physical inventory and the ERP inventory resulting in a $20MM write-off. • Received two monetary rewards for team leadership, and going above and beyond client expectations. GE Water R&D Program Manager, Boulder, CO 2006-2007 Managed the development and design of a manufacturing process to make a portable water analysis device. This included relocation, installation and startup of equipment from a lab in New York to Colorado. • Identified a product flaw, resulting in project cancellation, avoided a $11.2MM purchase of raw material. • Established a new supply chain of raw materials to support 1MM units per year production line. Negotiated contracts resulted in a $8.4MM cost reduction.

Boris Lester – Page 2 •

Partnered with Human Resources to design roles, and recruited 10 operators and 5 engineers .

Sourcing and Lean Leader, Minneapolis, MN 2005 – 2006 Coached 5 buyers responsible for the following commodities: fiberglass parts, circuit boards, packaging, and motors. Negotiated key contracts that delivered year over year deflation. Implemented lean principles by mentoring plant personnel on identifying and eliminating non value added work through visual management. • Implemented a preferred supplier program to drive savings resulting in utilization of 70 - 80% up from 20-35% and a 10% overall savings. Renegotiated metal fabrications contract of $30MM, saving $3.6MM. • Achieved a 12% decrease in printed circuit board spend by sourcing from countries with lower costs. • Supervised 3 Kaizen events resulting in a 30% increase in production capacity. • Led training seminar for 300+ operators focused on Lean manufacturing and 1 piece flow. • Eliminated 60% of material movement time through installation of wireless infra-red guns eliminating travel time for operators back to computer terminals. DOW CHEMICAL COMPANY, Environment Operations & Safety Engineer, Freeport, TX and Midland, MI 2002 - 2005 Responsible for operational readiness and maintenance of plant environmental assets including incinerator plants, landfill, and a waste water treatment plant. Planned and executed the turnaround of environmental assets and developed a maintenance program to manage water distribution across the 7,000 acre site. • Led a team of 6 maintenance personnel, 3 project managers, and 2 sourcing specialists. • Planned and executed the shutdown of 2 plants which included: replacement and alignment of Incinerator impeller ($4.7MM), and overhaul of Wastewater treatment plant holding tanks ($2.3MM). • Established preventive maintenance program for Water Pump Stations, cataloging equipment and implementing a standard preventive maintenance schedule saving $600K annually. BRIDGE PLUS INTERNATIONAL LLC (BPI) Vice President of Consulting, Detroit, MI 2002 - 2012 Oversaw new business development in the sale of vibration testing, paint furnace and robotic equipment to Eastern European regions. Conducted lectures abroad, and managed logistics for overseas shipments. Recruited and managed 3rd party vendors responsible for blueprints, proposals, and contracts. • Developed negotiation and supply chain material used for lectures presented to Russian and Ukrainian executives. The lectures were delivered 3 times over 2 years with attendance of 300+ people. • Engaged by US Automotive companies to identify opportunities in Russia, this led to 6 contracts for the purchase and delivery of $28MM of automotive paint finishing and testing equipment. • Successfully managed the transfer of an automotive production facility from Detroit, USA to Nizhny Novgorod Russia, totaling 1,200 containers and $56MM worth of equipment over a 2 year period. • • • • •

ADDITIONAL INFORMATION English (fluent native), Russian (fluent), Spanish (conversational) Green Belt and APICS certified Ambassador, Children’s Lighthouse Hospice of Minnesota charity (2012 - Present) Sculpture/metal work experience with focus on aluminum, bronze and copper sculptures (1996 - 2004) Sports: Competitive runner; Completed 3, 200-mile 36 hour Relays (2010-2013); Ultimate Frisbee team captain (2010 - Present)

EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Executive MBA, (2012 - 2014) Expected graduation December 2014 MICHIGAN STATE UNIVERSITY, East Lansing, MI Bachelor of Science in Mechanical Engineering, 2004 • Co-op educational program with Dow Chemical Company (2001 - 2004)

SURAJ MADNANI, MBA 11 Pawnee Road • East Brunswick, NJ 08816 • (954) 609-0039 • [email protected]

VICE PRESIDENT, BUSINESS & TECHNOLOGY INNOVATION 15-year track record of success in management of innovative technology initiatives in Fortune 100 companies Executive MBA from Kellogg School of Management with concentration in Strategy, Innovation & Entrepreneurship Technically sophisticated, corporate entrepreneur with a proven ability to innovate and grow businesses from start-up mode to fullscale business units. Strong understanding of business and technical knowhow to manage product roadmaps, launch products and scale rapidly. Skillfully manage global, multidisciplinary teams operating in multiple international locations. Adeptly develop and maintain strong, lasting relationships with customers, business partners and vendors. CORE COMPETENCIES: • • • •

Full Product Lifecycle Management Innovative Solution Delivery Business Architecture and Modeling Multidisciplinary Technology Expertise

• • • •

Strategy & Planning New Business Design People and Performance Management Financial Planning and Analysis

PROFESSIONAL EXPERIENCE AMERICAN EXPRESS, New York, New York 2012 – Present Director, Technology Capabilities, Merchant Financing Operate like the CIO for a new, high-growth business unit - American Express Merchant Financing (americanexpress.com/merchantfinancing). Lead all aspects of technology including product strategy and technology blueprint, architecture, product development, financials, service delivery and performance management. Conduct industry and competitive analysis for Lending and Cash Advance industry. Contribute to business case development, prioritize projects and monitor product backlog. Partner with all business functions including Sales, Marketing, Operations, Risk, Compliance, Legal, Finance, Technology and external service providers to scale-up business with high double-digit, y-o-y growth. Manage day-to-day operations of group with a cross-functional staff of 120+ including Program & Product Managers, Business &Technical Architects and other technical resources. Administer annual CapEx, OpEx and G&A budgets of $10M. Key Projects & Achievements:



Leveraged product-centric “lego” approach to create technology platform using a combination of SaaS offerings, packaged software and custom-developed systems. The platform created sustainable competitive advantage in the market place delivering 50% y-o-y revenue growth in 2013 and 72% growth in gross profit.

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Provide leadership on strategy for new product offerings. For example, a new, innovative online capability that will reduce the application to funding cycle-time from 72+ hours to 1 hour, creating additional value for customers and reducing acquisition costs by up to 90%.

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Expanded marketing and origination technology capabilities in 2013/14 to target an additional 600K small and medium businesses and support y-o-y increase in market penetration of 89%. Bolstered online presence creating incremental value



Oversaw the delivery of product extension called Universal Payments to lend against non-Amex receivables. The net result was a 2.3X increase in contribution margin and increased value for merchants. Expanded distribution channels through integration with credit card processors further increasing diffusion of Merchant Financing in the market.



Navigated portfolio from start-up to growth phase. Established governance processes, financial, contract and vendor management. Led initiative to enhance operational efficiencies of department to increase productivity through team structure by 15%, improved asset utilization by 20%, reduced ongoing cost by 18% and time-to-market by 20%.



Crafted technology product strategy and roadmap for vertical and horizontal expansion in US and international markets.

2011 – 2012 AMERICAN EXPRESS, Fort Lauderdale, Florida Program Manager, Technologies, World Service Led product development for the World Service, New Accounts business unit. Managed roadmap and delivery of large platforms & strategic organizational initiatives with multi-million dollar budgets. Collaborated with business and technical leaders, managers and architects to outline product strategy and blueprint. Supervised operation of multidisciplinary teams with over 60 members operating across multiple geographically dispersed locations. Oversaw budgets, contracts and vendors. Managed overall IT governance. Key Projects & Achievements:

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Innovated and developed a tablet-based acquisiiton & servicing product for deployment in high-touch JAPA markets that reduced new card application processing time to minutes, increasing efficiency and eliminating back-office workload.

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Directed the development and launch of a multi-million dollar global product platform for new card acquisition, application processing and customer servicing in 20 markets worldwide in 18 months. Deployed Agile and Lean methodologies. Spearheaded market launch strategy cutting down time-to-market by over 40%.



Managed day-to-day operations of portfolio. Championed Agile implementation. Led strategic initiatives including BCP, DR, Reengineering, platform architecture uplift while reducing overall cost of IT infrastructure and support.

2005 – 2011 IBM GLOBAL BUSINESS SERVICES, Fort Lauderdale, Florida Consulting Program Director / Deputy General Manager Provided consulting to American Express and other Fortune 100 Financial Services clients to create long term product roadmaps and delivery of turn key initiatives for functions including Servicing, Digital/Online, Marketing, Finance, Pperations, Risk, Dispute Management and Business Intelligence. Directed, planned and executed all aspects of major, global IT programs with multi-million dollar budgets. Hired, and supervised staff of over 40 members across multiple geographically dispersed locations. Key Projects & Achievements:

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Led the delivery of large-scale, enterprise platforms using a product centric approach to create business value and longterm sustainability. Chaired product and feature prioritization committee.

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Oversaw budgets, P&L tracking and management; responsible for $6MM+ revenue target and CGP for multiple portfolios across consulting engagements.

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Implemented a global delivery model, with initial ratio of 30% onsite / 70% offshore. Improved ratio over time to 15% / 85%. Reduced overall project duration by over 30% and cost by over 35%. Managed y-o-y growth of 20%.

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Led the Performance Appraisal initiative for 700+ employees in the account. Developed a standardized role-based goal management framework and metrics-driven appraisal process for uniform performance assessment.



Monitored employee performance, appraisals, set goals, and provided professional coaching; Strategized global allocation to reduce the overall project delivery time, increase efficiencies, reduce time to market and overall costs.

IBM GLOBAL SERVICES, Fort Lauderdale, Florida 2003 – 2005 Sr. Project Manager Tracked program and project deliverables, manage scope, cost, budget, schedule, risks and issues and monitor quality. Maintained relationships with customers and business partners. Supervised daily operations of multidisciplinary teams with over 50 members operating across multiple geographically dispersed locations. Key Projects & Achievements:



Directed the development, testing and implementation of a New Accounts Servicing Portal platform, a $6 million, 1,000 concurrent user, high transaction volume, web based platform.



Managed overall testing for the US Credit Card Disputes platform with a global team of 20 QA leads and testers.

IBM GLOBAL SERVICES, Pune, India & Fort Lauderdale, Florida 2000 – 2003 IT Architect Architected, designed and strategized implementation of complex solutions in distributed and Mainframe technologies. Implemented XML-based cross-platform integration using SOA principles. Managed a staff of 30 cross-disciplined resources. Key Projects & Achievements:

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Architected and led development of marketing and campaign management platform called Acquisition Tracking System and 3,500+ user, Credit Servicing Portal for the Credit Risk for a Fortune 100 client.

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Led the architecture and development of the Foundational Modules of ShopAmex.com, a shopping portal.

TRIGYN SOFTWARE, Mumbai, India 1999 – 2000 1998 – 1999 GODREJ GE APPLIANCE LTD., Mumbai, India [Trigyn] Software Engineer & [Godrej GE] Assistant Manager [Trigyn] Provided critical support in design and development of a Customer Relationship Management (CRM) tool for key client Systemax Inc. Supervised a team of four in the development of error handling and Web request management modules. Key Projects & Achievements:



Instrumental in the delivery of a leading-edge application utilizing XML and Web Services during a period when XML standards were not yet accepted industry-wide. Played a key role in the rollout strategy for CRM product.

EDUCATION AND CREDENTIALS MBA with concentration in Strategy, Marketing & Enterprenership NORTHWESTERN UNIVERSITY’S KELLOGG SCHOOL OF MANAGEMENT, USA Bachelor of Engineering in Industrial Electronics UNIVERSITY OF PUNE, Pune, India

KEVIN P. MARRA [email protected] ♦ Miami, FL 33131 ♦ (786) 473-4532

PROFILE Strategy and business development executive with 13 years of management consulting experience. Expertise in building strategies for organizations that balance long-term investment with near-term objectives and implementation limitations. Natural communicator and team builder that is capable of making confident and informed leadership decisions.

EXPERTISE  eCommerce Strategy

 Strategy Definition & Implementation

 Business Development

PROFESSIONAL EXPERIENCE IBM

Associate Partner   

     



2010-Present Miami, FL

Worked with industrial clients to define ecommerce strategies. Oversaw delivery and client satisfaction of a 5-year, $46 M program to transform Whirlpool’s ecommerce strategy resulting in 16 complex functionality sites and their regional clone sites Created a strategy and supporting business case for Whirlpool to modify its distribution channel approach to eliminate big box retailers and focus efforts on an ecommerce showroom/distribution model. Applied component business model workshop methodology to define clients’ critical competencies and points of competitive differentiation as a foundation for building strategic initiates. Led an engagement to enhance Whirlpool’s operating model for the aftersales customer service business unit resulting in improved customer service by partner organizations. Collaborated with other IBM business units (outsourcing, hosting, and help desk and hardware and software sales teams) to improve the perception of IBM at the Whirlpool account. Managed the career development 10 senior manager level consultants and a staff of 50 project based consultants. Sat on steering committee for Samsung’s (Seoul, Korea) global ecommerce program providing strategic insight as to platform technical enhancements and program business priorities. Led a proposal to Aviall (Boeing) to undertake a $20M multi-year business transformation program that included significant change management strategy and complex deal structures to align client and IBM’s incentives. Acted as strategic advisor and executive sponsor to Caterpillar as they refined their go-to-market strategy for their service parts business unit.

Last Update: January 6, 2014

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Hitachi Consulting

Managing Consultant    

KEVIN P. MARRA

Created an implementation strategy and project plan that merged client’s Japanese corporate objectives with the US based subsidiary’s local requirements. Designed and implemented an attribute based pricing strategy for client’s sales force incentive program leading to greater transparency in commission payments and behavior control. Served as project manager and sales team lead for a $5M software implementation. Led change management initiatives to reinforce value and objectives of project implementation to each department and the corporation.

IBM

Managing Consultant   

Senior Consultant



2007-2008 Miami, FL

Acted as a logistics process consultant for automotive manufacturer seeking to standardize service parts process across geographies and business units. Led requirements gathering workshops with clients from multiple geographies and business units with as many as 50+ participants per meeting. Managed client stakeholders to consensus as to the best possible global process for a given business function.

The Hackett Group 

2009-2010 Miami, FL

2005-2007 Miami, FL

Acted as an ERP sales and distribution implementation team lead consultant for a biomedical device and pharmaceutical firms. Adopted clients’ processes to work best with ERP software.

IBM

2001-2005 New York, NY

 

Served as a process reengineering consultant and configured software for clients in multiple industries. Worked on projects in the US, Mexico, Brazil, Germany, China and Australia.

Consultant

EDUCATION

Kellogg School of Management -Northwestern University Executive M.B.A. 

Focus on Strategy and Finance

University of Connecticut

B.A. Global Enterprise  Economics & Spanish Language

Expected 2014 Coral Gables, FL 1997-2000 Storrs, CT

COMMUNITY Overtown Youth Center Tutor/Mentor Last Update: January 6, 2014

Miami, FL 2007-Present Page 2

FLAVIA SOLURI MARTINS 1450 Brickell Bay Drive, unit 1009, Miami, Florida - 33131 Cell: + 1.786.328.5806 / +1.416.278.4652 / e-mail: [email protected] SUMMARY Strategic Planning Executive with over 13-years of experience in leading restructuring and international transformation programs within global companies in different industries: automobile, consumer products and mining & metals. • Created and implemented strategic planning process to manage global strategic initiatives (17 countries) that include the globalization of corporate functions, such as Treasury & Finance and Strategic Procurement, aligning global, regional and local teams’ long-term planning and performance indicators. • World-wide mandate for leading large strategic planning teams (20+ people) with senior manager reports. • Strong leadership skills and experience in senior stakeholder interaction at local, regional and global levels. • Pragmatic strategic view, hands-on, strong work ethic, eager to lead changes and improve results. • Nationalities: Canadian Permanent Resident, Brazilian, Portuguese. EXPERIENCE Vale S.A. 2007 to 2012 Finance Strategic Planning General Manager, Treasury & Finance Global Department 2010 to 2012 Led Treasury & Finance globalization resulting in global standardization and financial controls, improving liquidity management process, cash investment optimization (i.e.: Argentina, US$K 600/yr), increase in FX efficiency (50+ companies in 17 countries, annual cash turnover of US$ 82 billion, annual intercompany loans of US$ 17 billion, FX in 5+ currencies). • Implemented Sales & Operations, Finance Planning in Oman pelletizing company; started-up Cash Management team in Mozambique, working with banks (global and local) to define investments opportunities (cash turn-over of US$ 1 billion/yr). • Created the global treasury model “VTM - Vale Treasury Model” and implemented in Vale Group, mobilizing global, regional and local teams (5 directors, 11 general managers, 24 managers, 50+ staff). Led 1st Global Finance Strategy Meeting in Switzerland. • Created and implemented the Strategic Planning Cycle in the Treasury & Finance Global department resulting in longterm scenarios recommended and approved by the Board of Directors. • Created global governance and strategic initiatives monitoring methodology (FMO - Finance Management Office) for acting on performance achievement; 2011 results: return on cash investment portfolio 6.8%, improve long-term debt tenor to 10 years, all-in cost of debt cost of 4.75%, cash flow adherence of 93%. Strategy Global General Manager, Strategic Procurement Department 2009 to 2010 Led the globalization and integration of Vale’s strategic procurement department resulting in global strategic procurement synergies (“One DISU Way”), creation of low-cost procurement offices, gains of scale and total cost reduction. Worldwide mandate (14 countries, 5 continents), team: 21 (local and international staff), department spending: US$8 billion/year, 22 capital projects, 2010 investment pipeline of US$ 20 billion. • Planned and led start-up of 6 international procurement offices (Canada, Switzerland, China, Indonesia, Australia and Mozambique), right-sizing team (120+ people) to manage USD 4 billion/yr, 80+ contracting procurement categories; • Mobilized global, regional and local strategic procurement teams towards a single vision and joint goals (4 directors, 18 general managers, 38 managers, 150+ staff); • Led the incorporation of newly merged/acquired corporations into Vale (e.g.: Fosfertil-Brazil). Market Intelligence Manager, Strategic Procurement Department 2007 to 2009 • Created and executed first market analysis of supply shortage resulting in early implementation of strategic alliances with key suppliers, generating a competitive advantage during post-crises period (2009 on); • Structured and developed market analysis and scenarios to recommend long-term contract strategies for price hedges (25 contracting categories; total value of US$ 4 billion) based on cost-break down and price forecast; • Led global cost reduction initiatives introducing collaborative workshop techniques to enable strategic partners early

involvement to successfully create and implement innovations (average reduction of 11% of total cost); • Created business case to define international procurement offices’ strategy in low-cost countries. 2004 to 2007 Webb Consulting Senior Project Manager 2006 to 2007 Managed large accounts, including project budget control, sale of new projects, management of project teams (managers and analysts); responsible for project P&L, project revenue based on success fee. Managed Unilever and Whirlpool distribution channels restructuring projects in Brazil; • Head of the merging project of Gessy and Best Foods (Unilever) sales operations in Brazil, focusing on cost reduction, 10+ distribution centers, 12+ key accounts, 1000+ points-of-sales (distribution cost reduction of 9%); team: 15 people; • Head of the restructuring and optimization project of Whirlpool sales operations in Brazil, focusing on service level improvement, redefinition of client strategy based on Internet sales, migration to centralized distribution center, creation of operational business partnerships for remote Brazilian states; team: 12 people. Project Manager 2004 to 2006 Head of restructuring projects (cost reduction and optimization of supply process), such as: Michelin (15% savings), Rexam, Sul America Insurance, Glaxo Smith Kline. PSA Group – Peugeot Citroen / GEFCO Brazil

2001 to 2004

Head of Supply Chain Solutions Promoted from analyst to lead team of 5 for start-up of PSA Peugeot Citroen logistics business unit in South America. Responsible for the creation of operations plan of the unit and start-up of supply chain solutions area. EDUCATION Executive MBA, Kellogg School of Management, Northwestern University, USA

2012 to 2014

Master of Science in Logistics, COPPE- Federal University of Rio de Janeiro, Brazil

2003 to 2006

Latu Sensu Post-Graduate: Strategic Operations Planning, COPPEAD, UFRJ, Brazil

2003

Undergraduate degree: • Industrial Engineering, UFRJ, Cum Laude (Honors), Brazil • Marketing, University Lyon III, Lyon, France (exchange program) Certificate Courses: • Finance Program for Senior Executives – Oxford – U.K. • Finance Training Program – Chicago Booth – U.S.A • Master Leadership Program – IMD – Switzerland • Leadership Transformation Program – MIT – U.S.A.

1997 to 2001

ADDITIONAL INFORMATION Languages: Fluent in Portuguese (native), English, French; working knowledge of Spanish. Volunteer: Finance Director, Mooredale Sailing Club – Toronto, Canada. Hobbies: Sailing (cruising and racing); movies; running. Co-Founder: K93 Investment Club, hedge fund managing + US$ 150,000

2001 2011 2011 2011 2010

Avda Americo Vespucio c/R16 Las Canoas 7-2, Anzoátegui, Venezuela

ALFONSO MATTA

+58 412 230107 [email protected]

Senior executive with a broad expertise within the oil and gas industry. Comprehensive knowledge of the oil business including mergers and acquisitions, new business development, project management, finance and supply chain management. Track record of business success across multiple arenas. Experience leading teams in international and multicultural environments including Latin America, Russia and CIS. PROFESSIONAL EXPERIENCE PETROMIRANDA JV, Puerto la Cruz, VENEZUELA TNK-BP/Rosneft secondee to Petromiranda 2010 – Present Created in April 2010 between National Petroleum Consortium (NPC) 40% and PDVSA (Venezuelan national oil and gas company) 60%, set to produce and upgrade 450M bbld. Estimated CAPEX $27 billion and estimated OPEX $ 29 billion over the next 25 years. Alternate Director to the Board of Directors of Petromiranda Representing NPC’s shareholders’ interests in Petromiranda, agreeing JV’s business strategies, budgeting and performance metrics. Assisting stakeholders to achieve compromise and make economically viable decisions for the company. Manager of Contracts Control and Administration Department Founded the department, created and implemented its policies and procedures. Leading a team of 6 people controlling over 60 contracts ranging from EPC (Engineering Procurement Construction) to drilling and well services. Petromiranda budget for contracting services in excess of $650 million for 2014. NATIONAL PETROLEUM CONSORTIUM, Moscow, RUSSIA, TNK-BP secondee to NPC 2009 - 2010 NPC, a JV of 5 major Russian oil and gas companies (Rosneft, TNK-BP, Lukoil, Gazpromneft, Surgutneftegas) to pursue business opportunities in Latin America. Partners Relationships and International Affairs Director Secured potential business opportunities for NPC in Latin America, including Venezuela, Colombia, Ecuador, Nicaragua and Cuba. Key player of NPC’s negotiations team that successfully concluded the creation of Petromiranda JV with PDVSA. Managed information flow between partners in NPC. TNK-BP, Moscow, RUSSIA TNK-BP, Russia’s third largest oil company is a JV between BP 50% and AAR Consortium 50%. (50,000 employees, 2011 revenue $44,6 billion).

2007 – 2009

Strategy and New Business Development, Mergers and Acquisitions, Senior Manager Selected to an elite team to secure, prioritize and track business opportunities in Latin American. Co-founder of TNK-BP’s first office in Venezuela. Started cooperation with PDVSA. Developed new business structure for TNK-BP activities abroad. Coordination of reserves certification of block Ayacucho 2 in record time, within the budget and at 50% cost compared to Gazpromneft and to Lukoil.

Alfonso Matta

Page 2

TNK-BP, Moscow, RUSSIA 2004 - 2007 Supply Chain Management (SCM) Services Contracting, Drilling Chief Specialist Managed all supply chain activity within the drilling sector team. Formulation and approval of regional Business Units drilling short term contracting strategies. Creation of the first drilling long term contracting strategy. Negotiating and closing drilling contracts for an estimated total in excess of $1.2 billion. Project Manager for SCM supplier database Led a multifunctional team, based in Russia and in Ireland, to develop and implement a new method to interact with contractors. More than 400 upstream services contractors registered, and participated in electronic pre-qualifications and performance reviews through a web-based supplier data base. Project completed within 70% of the budget, due to price negotiations, and system running 2 months earlier than expected and generated savings of an estimate of USD 2 million in man working hours during first year. SIBERIAN GEOPHYSICAL COMPANY (SGC), Moscow, RUSSIA, SCHLUMBERGER secondee to SGC. 2004 Russian oilfield service company acquired by Schlumberger in 2004 (1,800 employees, 2004 revenue $78million). Integration, Consolidation and Reporting Manager. Managed the implementation of Schlumberger financial reporting system and procedures. Managed the flow of financial information between SGC affiliates and Schlumberger. Introduction of Schlumberger working culture, quality standards, financial policies and procedures. SCHLUMBERGER, Moscow, RUSSIA 1999 - 2004 Schlumberger is the world’s leading oil and gas technologies and services supplier (113,000 employees working in 85 countries, 2011 revenue $39.54 billion). Various responsibilities in the finance and tax departments, covering multiple locations within Russia and CIS. Last dual position: Business Analyst for Drilling and Measurements. Controlled revenue and costs related to the drilling business. Forecasted monthly financial results within 95% accuracy. Revision of contracts, maximization of profits and minimization of financial exposures. Achieved savings of USD 12 million per year by tracing and properly relocating depreciation charges from drilling tools transferred within Schlumberger out of Russia. Advised to operational manager in all finance matters. Lost Prevention Team Leader (Moscow) Led a multidisciplinary team of 5 people. Resolved and implemented actions to improve service’s quality, operation’s safety and employees’ health and company´s environmental responsibility. EDUCATION MBA, Kellogg School of Management, Northwestern University, USA. BS in Economics, Major in Finance and Banking, Plekhanov, Russian Academy of Economics, Russia. BS in Commercial Engineering, Major in Business Administration, De Los Andes University, Chile. ADDITIONAL INFORMATION Native Spanish, Fluent in English, French, Russian and Italian. European Union Citizenship.

2014 2000 1998

Avi Mehta 7244 York Ave S, #327, Edina, MN-55435, Cell: 616-510-5818 Email: [email protected] Executive Profile Action-oriented leader responsible for generating revenue and ensuring growth of Enterprise Solutions Business Unit. 14 years of combined SAP consulting and functional experience in advising Growth Stage and Public companies in the business functions of Sales, Service Management and CRM. Expertise in managing projects with budget of multi-million dollars and leading a team of 15-30 consultants spread across multiple geographies. With focus on connecting Business and Technology, held senior leadership positions while implementing ERP solutions for Fortune 500 companies including Apple, Honeywell, Cargill, Medtronic, Sysco, TiVo, Ariat, Sport Chalet & FoxRacing etc. Built key processes for visionary and innovative industry leaders across multiple verticals; High-tech, Medical Devices, Consumer Products, Retail and Auto; Kellogg MBA. Expertise in following Core Competencies: ▪ Enterprise Mobility ▪ ERP & Ecommerce Strategy ▪ Change Management ▪ Compliance & SOX Governance ▪ Program Management ▪ Business Strategy & IT Alignment Professional Experience PRELUDE SYSTEMS, Irvine, CA 2008 – Present Technology startup focusing on IT and Consulting Services with revenues of US $20 million. Associate Vice President- Enterprise Solutions (2010 – Present) • Provide Strategic leadership to Enterprise Solutions BU at Prelude. Identify challenges and lead resolution related to resource allocation, budgets and revenue targets. • Mentor and coach 20 direct reports on performance and skill-set improvement. Delegate key tasks to teams to achieve work objectives. Managed career progression of individuals in-line with their career goals. • As an ERP evangelist, collaborate with Sales team to help achieve sales target of $5 million. Key activities included writing Implementation Case Studies, identifying references and appropriate positioning of SAP practice and its competency. • Advise growth stage companies on Supply Chain Best-Practices and ensured successful enablement of these business processes in SAP to support $250 million in revenue. • As a PMO stakeholder, negotiated with Executives (CIO and Directors) to ensure project scope does not impact budget and timeline. • Set and manage expectations of internal and external stakeholders. Align team members to ensure completion of work against these expectations. • Promoted to Associate Vice-President in charge of multiple clients in High-Tech and Healthcare industries. Select Project Summaries: • Pricing Analytics for Medical Device Manufacturer: Guiding and supporting the Cardio Vascular group (USD 6 billion) to create an integrated solution for providing efficient Transaction Price Waterfall. The goal of this initiative is to enable the business unit to derive optimum Pocket Price and improve EBIT by plugging the price leaks in various stages of waterfall. • B2b Ecommerce Integration with SAP for High-Tech multinational: This initiative helped align client’s Global Ecommerce strategy with its Commercial business to achieve key revenue targets of USD 300 million. SAP Integration Manager and Advisor for a global team of 20 Business analysts and functional experts. • Designed a Dynamic Pricing Model for a Consumer Products company: As Pricing Analyst and Functional Consultant designed a complex model that integrates prices of poultry and dairy products from commodity exchange and calculates dealer cost for consumer products. Dynamic model expected to reap financial benefits of $1 million through accurate pricing for in-bound and outbound Supply Chains. • Re-Engineered Merchandise Allocation process for an Apparel and Footwear (AF) manufacturer: Re-engineered merchandise allocation processes and aligned them to better match seasons and inventory fluctuation. It enabled sourcing team to efficiently manage dynamic sales needs of its retailers and save losses of $200,000 annually because of cancelled orders. Increased accountability by designing efficient Consignment Samples process for Sales Reps resulting in $500,000 annual savings. Sr. Manager-Enterprise Solutions (2008 – 2010) • As a Change Agent executed transition plan to ensure client organization is aptly prepared for new ERP implementation. Prepared and executed training plan to identify and mitigate risk of new implementation. • Led Project and Program management activities and achieved results on time and under-budget. • Managed all aspects of SAP Practice: resource allocation, solution development, and chargeability. Select Project Summaries: • Solution Development for AnB for Enterprise Mobility: As a Global Engagement manager delivered a robust, light-weight solution for Enterprise Mobility (AnB) for a global team of 30 developers and functional experts. • Designed Complex Rebate & Commission processing models for a Food Company: Designed and configured pricing models to reflect composite commissions for sales reps. This solution stopped leakage of revenue dollars by increasing accountability for returns, rebates, etc. provided to customers.

Avi Mehta – Page 2 •

Designed Order To Cash processes for an AF manufacturer: Enabled client to manage Revenue of $150 million by implementing SAP best practices. This Green Field Project removed growth barriers caused by in-efficient supply chain processes and resulted in expansion of its business in Europe and Canada.

BEARINGPOINT, INC. (former KPMG), McLean, Virginia, USA 2005 – 2008 $3.46 billion global management consulting firm focusing on ERP implementations, operations, business strategy and planning. Manager-Commercial Services (2006 – 2008) • Led implementation efforts and provided expertise for SAP Sales & Distribution module for high-tech industry. • Developed professional development plan of 10 direct reports in terms of goal setting, training and resource utilization. • Coordinated pre-sales activities for Sales and Distribution (SD) process. Key responsibilities included resource planning, pricing and preparing project budget. Select Project Summaries: • Hardware Business Automation (HBA) for High Tech Equipment Manufacturer: Managed a $1.2 million HBA project with a global team of 30 consultants for the client. Project resulted in cost savings of US$ 1 million/year for client as they brought ecommerce sales processes in-house to their ERP platform. • SAP Service Management at a High Tech Consumer Product Company: Implementation involved designing Service Management best practices for a secret product. Worked within the constraints established by business team to ensure the confidentiality of new product launch. • SAP Retail Store for an AF retailer: Designed SAP Retail Store (SRS) system at the retailer for a user base of 2000 spread across 42 retail stores in three different states. Senior Consultant- Commercial Services (2005 – 2006) • Anchored multiple proposals for pre-sales and provided Thought Leadership in SD processes for RFP’s of High-Tech clients. • Developed pricing model and negotiated with client executives for price and functionality to be delivered. • Formulated conceptual design and gathered business requirements for SD & CRM modules of SAP. Led a team of functional experts. INFOSYS TECHNOLOGIES LTD., Bangalore, India 2000 – 2005 $6.8 billion IT Consulting firm focusing on ERP implementation, managed services and IT strategy. Consultant-Enterprise Solutions (2004 – 2005) • Analyzed Sales and Distribution related issues and provided process change solutions in SAP. • Coordinated with off-shore team to ensure functional specifications are adhering to business requirements. • Leveraged Global Delivery model to develop a production support methodology that reduced cost and provided 24X7 support. Associate Consultant-Enterprise Solutions (2000 – 2004) • Offshore Project Lead for SAP Sales & Distribution module for a multinational’s global SAP implementation. • Created SAP Case Studies, responded to queries on SD module and prepared presentation material for pre-sales. Early Career: Production Planning & Control Engineer at Mahindra & Mahindra (Automotive Division) Education KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Master of Business Administration (Marketing, Strategy & General Management), anticipated June 2014 GOVERNMENT ENGINEERING COLLEGE, Rani Durgavati University, Jabalpur, MP, India Bachelor of Engineering, Mechanical Engineering, 1999 Additional Information • Project Management Professional certification in 2007 • Languages: Hindi, Gujarati, English, Punjabi (conversational), Marathi (conversational), Spanish(basic) • Executive Body Member, SPICMACAY (Society for Promotion of Indian Classical Music And Culture Amongst Youth) • Completed 2 years in Bachelor of Arts (Music) with focus on Sitar • Co-Authored and Presented a paper on Optimization of wind energy in International Conference on Global Power requirements, organized by Institution of Engineers, India • United States Permanent Resident

SARA MELTON 24625 W. August Ln Lake Zurich, IL 60047

Cell: 7346441833 [email protected]

Executive Profile Innovative executive and marketing professional experienced in creating strategic alliances with organization leaders to effectively align with and support key business initiatives. Offers outstanding presentation, communication and crossfunctional team management skills. High-energy, results-oriented leader with an entrepreneurial attitude.

Skill Highlights 14 years pharmaceutical sales and marketing experience Lead new product launch Hospital, Specialty, and PCP market expertise

Budget/Forecasting Global marketing Life cycle management People management

Professional Experience Assistant Director, Anti-Infective Hospital Products Marketing 05/2009 － Current Astellas Pharma US Northbrook, IL Directs all marketing related activity within the anti-infective franchise, overseeing plans and implementing strategies to ensure short and long term objectives are met with in the changing health care environment. Spearheaded the launch of VIBATIV, a new antibiotic for the treatment of complicated skin infections Achieves corporate financial objectives Oversees all strategic planning processes including brand plan, midterm, and financial planning Directs and delegates all recruitment within the franchise Ensures life cycle management plan addresses long term product needs Hospital Account Manager 12/2007 － 05/2009 Astellas Pharma US Detroit, MI Achieved territory sales goals by promoting hospital anti-infective and cardiovascular products and services to physicians and other medical personnel within the Detroit market. Educated customers on the use, characteristics, advantages, indicated treatments and all other developments related to promoted products. Maintained effective communication and relationships with key external and internal customers. Successful formulary approval of new product at Henry Ford Health System Launched Lexiscan, a stress agent for myocardial perfusion imaging successfully Negotiated contracts with regional Integrated Health Networks Urology Healthcare Specialist 07/2005 － 12/2007 Astellas Pharma US Ann Arbor, MI Effectively promoted and educated targeted Urologists on the use of Vesicare and Flomax through one-on-one meetings and group presentations, company-approved promotional speaker programs, and other company-approved means. Summit club winner 2007 Territory Business Manager 08/2001 － 06/2005 Bristol Myers Squibb Ann Arbor, MI Responsible for the promotion and sales of anti-infectives and cardiovascular products in the primary care market Primary Care Representative 08/2000 － 08/2001 Ortho-McNeil Pharmaceuticals represented by Innovex Ann Arbor, MI Responsible for promotion and sales of anti-infectives and anti-cholinergics to hospitals and primary Care clinicians. Built customer confidence and receptivity by addressing customer needs and communicating product knowledge.

Education MBA: Northwestern University - Kellogg School of Management Evanston, IL, USA

2013

Bachelor of Science: Eastern Michigan University - Business Administration Ypsilanti, MI, USA

2000

Dana L. Mendenhall 106 S. Sangamon Unit 2S • Chicago, IL 60607 • 312.513.8220 • [email protected] DIRECTOR OF MARKETING Accomplished, results-oriented leader with a diverse background in marketing, sales, operations and engineering. Global & Regional Brand Management • New Product Launches • Brand Positioning • Market Segmentation Market Research • KOL Development & Management • Product Acquisitions & Licensing • Integration Management Market Development • Multicultural Market Development • Pricing & Reimbursement • Servant Leadership PROFESSIONAL EXPERIENCE BAXTER HEALATHCARE, Deerfield, IL 2008 - Present Leading global, diverse healthcare company that manufactures and markets products that save and sustain the lives of people with rare chronic and acute medical conditions generating over $5 billion in annual sales. Director of Marketing, Renal Franchise (March 2013 – present) Lead Baxter’s Renal PD portfolio of dialysis solutions and cyclers and 8 direct reports to generate $410MM by executing peer-to-peer therapy training platform, innovative therapy and brand campaigns, stakeholder advisory boards, advanced technology platforms that facilitate improved physician and patient communication, and a strategic segmentation and messaging tool that enables more productive sales rep calls. Collaborate with AVP to motivate 100 sales reps regional managers and 10 regional managers to achieve organizational sales objectives. Oversee $ 2.97MM marketing budget.  Grew flagship brand 14.6% over PY and increased patient adoption of Baxter’s flagship brand 104.1% over PY by delivering vital sales, marketing, and service programs that yielded unmatched customer satisfaction and retention results.  Enlarged Baxter’s peer-to-peer training footprint 20% over PY by expanding and adopting new therapy content and partnering with industry associations to form strategic alliances to drive increase participation.  Conducted market assessment that uncovered culturally relevant insights and potential barriers that impact PD adoption rates in African-Americans patients. Executing against these insights enables Baxter to elevate the PD adoption rate of African-Americans to rates of other ethnicities while capturing $43MM in incremental revenue. Marketing Integration Leader, BioSurgery Franchise (2012–2013) Served as the Marketing Integration Leader and liaised between Marketing, Sales, Operations, Customer Service, IT, Finance and other critical functions to successfully integrate a newly acquired $325MM leading provider of biological and mechanical products for soft tissue repair from a quality and regulatory systems, sales force, customer processing, sales force and commercialization perspective in less than 12 months. This integration expanded and strengthened the Baxter BioSurgery portfolio and reinforced Baxter’s leadership position in the BioSurgery marketplace. Director of Marketing, BioTherapeutics Immunoglobulin Franchise (2011–2012) Promoted to Director and led Baxter’s blockbuster launch of an innovative, game-changing immunoglobulin therapy option intended to boldly raise the bar and create an optimal PIDD treatment experience for patients, HCPs, caregivers and payers. Coached and motivated 4 marketing professionals and multiple cross-functional colleagues to develop a transformational launch strategy that included Baxter’s first ever exclusive patient high-touch, concierge, training and distribution model. Maximized $10MM launch budget. *Product pending FDA approval. Group Marketing Manager, BioSurgery Hemostasis Franchise (2008–2011) Grew 12% over PY and delivered $195MM (63% of the US BioSurgery portfolio) in sales by orchestrating all facets of the US hemostasis integrated franchise portfolio to include profitability, product development, go-to-market strategies, positioning, pricing, long and short-range forecasts, brand promotion, peer-to-peer training, KOL development and life cycle strategies for both mature and new products. Managed $2.65MM marketing budget. Led and developed a team of 7 marketing professionals. Partnered with VP of Sales to influence 140 sales reps and 15 regional managers.  Spearheaded strategic and go-to-market launch plans that led to the introduction of the first and only, FDA approved, ready-to-use, surgical hemostasis patch that exceeded the first 12 months of sales.  Orchestrated market evaluation, business opportunity identification, key stakeholder development strategies and the launch of an FDA approved low challenge bleeding solution intended to dismantle the market leader that enjoyed a 30-year uncontested monopoly.

Dana L. Mendenhall – Page 2 ETHICON PRODUCTS, a Johnson & Johnson company, Somerville, New Jersey 1997–2008 Global manufacturer and distributor of sutures, topical skin adhesives, surgical meshes and other products for wound closure and cardiovascular, plastics and general surgeries with over $2 billion in annual sales. Worldwide Marketing Director, Somerville, New Jersey (2007–2008) Developed and implemented strategic marketing and business planning processes that propelled the hernia repair portfolio to global market leadership by 2010. Leveraged customer insight data and industry trends to develop an innovative product pipeline, market entry strategies and segment-appropriate products for developed and emerging markets.  Generated $167MM in sales across five regions, a 20.2% increase over PY, by supporting new product launches, professional education and congressional symposiums.  Created and executed award-winning, global differentiation marketing campaign that integrated and promoted disease state awareness and education, product evidence and technology advancements that elevated the standard of healing in hernia repair procedures. Product Director, Somerville, New Jersey (2005–2007) Authored and implemented strategic and tactical marketing plans for 12 product lines in the $74MM US Hernia Repair Surgical Platform. Trained, managed and mentored an Associate Product Director. Partnered with VP of Sales and 5 regional directors to influence 300-member sales force.  Improved portfolio market share 19.5% in 13 months by developing business strategies and marketing programs that integrated key customer targeting strategies, consistent messaging to highly targeted audiences and peer-to-peer professional education training programs.  Increased lead brand sales 37% and profits 3.6% by creating key product messaging and competitive product rebuttals and by executing price increases.  Developed and executed new product launch strategy, identified market segments, forecasted sales and created product position and key marketing messages for the first human acellular tissue graft – J&J Standards of Leadership Award Recipient. Clinical Sales Representative, Los Angeles, California (2002–2005) Managed $2.8MM medical device and diagnostics territory while partnering with 10 Clinical Sales Representatives and the Division Manager to expand a mesh device market that yielded $315M in incremental sales Hernia Solutions Sales Leadership Award Recipient.  Member of the $150M Sales Club; member of the Division and Region of the Year: 2002, 2003, and 2004. Strategic Planning Engineer, Somerville, New Jersey (1999–2002) Developed global labor, tax and technology manufacturing strategies to trigger asset reconfiguration cost savings. Managed $13MM annual department operating budget.  Lowered operational costs $12MM and created $7MM positive tax shelter by producing $87MM asset reconfiguration analysis for the global suture finishing operation.  Led a cross-functional team that increased manufacturing capacity by starting a Mexico production unit – J&J Silver Award Recipient. Facilitator and Industrial Engineer, Certified Six Sigma Green Belt, San Angelo, Texas (1997–1999) Directed integrated team of engineering, scheduling, sterilization, maintenance and quality assurance specialists in the production of medical devices. Utilized Lean Manufacturing and Six Sigma principles in raw material, assembly and packaging operations in an FDA-regulated environment with responsibility for over 300 union associates. Directly managed and led 5 interns.  Improved Keith Straight Needle Process yields from 35% to more than 98% - J&J Silver Award Recipient.  Reduced backorder $1MM and raised weekly transfers 25% by instituting a 90-day production challenge. EDUCATION MBA, Kellogg School of Management, Northwestern University • Evanston, IL • December 2013 BS in Industrial Engineering, Texas A&M University • College Station, TX • December 1996

RESUME

Michael Miroballi, CFA® 17638 Karli Lane, Orland Park, IL 60467 Home 708-995-7115 Cell 708-602-1412 E-Mail [email protected]

SUMMARY Accomplished business leader with a proven track record of leading a business through transformational change and accelerated growth. Significant experience in strategic planning, corporate governance and issue management. Looking to take the next step toward a C-level position with a wealth management firm.

EXPERIENCE BANK OF MONTREAL (BMO), Chicago, IL 2001 - Present President, BMO Harris Financial Advisors, Inc. (2007- Present) Responsible for governance and oversight of all departmental functions, including Compliance, Sales, Operations and Product Management, as well as profitability of dually registered broker dealer-investment advisor Vice President, BMO Private Bank (2001- 2007) • Head of Trading, Investment Consulting and Investment Support Services. Responsible for oversight of Fixed Income and Equity Trading Desks, Performance Analytics, third party manager and mutual fund selection and due diligence and real estate and special asset management. (2004 – 2007) • Senior Portfolio Manager and Regional Investment Manager. Responsible for management of $80MM of client assets, primarily in trust accounts, performing asset allocation and performance reporting. Managed team of 4 portfolio managers overseeing $400MM in clients’ assets. (2001- 2006) CITIGROUP, INC., Chicago, IL Senior Investment Consultant Managed over $60MM in clients assets for a retail broker dealer

1996 - 2001

MIROBALLI SHOE, INC., Orland Park, IL 1990 - 1996 Co-Owner Operated independent retail footwear chain. Performed capital budgeting, inventory control and personnel management. MERRILL LYNCH & CO., Matteson, IL Financial Consultant Provided investment product sales and service to retail brokerage clients

1986 - 1990

EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Master of Business Administration, degree expected December 2014 NORTHERN ILLINOIS UNIVERSITY, De Kalb, IL Bachelors of Science, Emphasis in Finance, Minor in Spanish, 1986

ACCREDITATIONS, MEMBERSHIPS, AND REGISTRATIONS Chartered Financial Analyst (CFA), received 2000 Member, CFA Institute, Chicago Society FINRA Series 7, 63, 24

Michael Miroballi – Page 2 ADDITIONAL INFORMATION At BMO: • Member, Personal Asset Management Committee, BMO Private Bank • Member, Executive Operating Committee, BMO Private Bank • Director, BMO Harris Financial Advisors, Inc. • Director, M&I Distributors, Inc. • Former Co-Chair Diversity Council, BMO U.S. Private Client Group Within Industry: • Member, Bank Insurance and Securities Association- Frequent attendee at CEO Roundtables • Member, Corporate Executive Board- Brokerage Industry Roundtable Charitable: • Member, Board of Trustees and Finance Committee Econ Illinois (Not-for-Profit whose mission is to increase financial literacy among children and young adults) • United Way Tocqueville Giver • United Way Volunteer

RAMON A. MURGUIA EM. AV. VASCO DE QUIROGA 3835 TORRE F 303 CUAJIMALPA, MEXICO DF.

email: [email protected] M: (52) 555456-0752

SUMMARY An experienced international business executive, with 16 years of track record in detecting opportunities, leading and aligning teams in challenging business climates and delivering high caliber results in different areas of the organization. EXPERIENCE

British American Tobacco.

Mexico, UK & Japan

Company Transformation Manager. Monterrey (2013 – Present). Responsible for development a new operating model in the organization, definition of process and new SAP platform to support our growth agenda and working efficiency. Transforming the company into a more agile and lean organization, through people, brands and products. • A senior manager of a team of 17 people from Operations, Marketing, Finance, HR and IT to create a new operating model. • Selected within the organization to lead the most important project to create a new operating model. Head of Regulatory and Corporate Affairs. Mexico (2012 – 2013). Accountable for government engagement and

communication news media. Responsible for business sustainability, balancing the legislative regulatory environment of new bills prohibiting industry operation whilst mitigating other global activities that impact Mexico. • Successfully developed a strategic engagement priority plan for Mexico with Global and Regional alignment. • Achieved for three consecutive years no new regulation against the business. Only country in the world to achieve this so far. • Led proactively the engagement for Mexico in international meetings against tobacco, by unifying Tobacco producers in Lacar. • Proposed and drove the development of corporate business monitoring system to track legislators and associations, to go beyond people personal knowledge and connections. • External media management and training to board members to guarantee unified message and positions. • Engagement for Anti - Illicit plan and work with authorities to reduce the 18% of illegal brands in the country. • Set company taxation strategy and engage with Authorities to implement a sustainability business model. • Implementation and communication of social responsibility industry programs. Head of Premium Brands. Mexico (2011 –2012). Responsible for developing and implementing a new portfolio strategy in a new challenging environment. Led 24 people within the function span. Accountable for creating consumer opportunities based on trends, sales, promotions, trade and POS communication and channel strategy. Double hatting to lead and change culture management project for a positive company culture and environment (HR). • Brought to Mexico the first innovation to our key brand “Dunhill switch capsule” product, with differentiated packaging and unique promotions achieving positive market performance (+0.6 percentage points to achieve a 1.4% market share). • Evaluate and developed a new segments proposition and marketing mix for the Mexican market (100’s, 14’s, Switch, etc) gaining important share. (Switch +0.6%, Camel +0.7%) • Guarantee alignment, engagement and implementation excellence across channels for brand activities in Mexico. • Implemented an agency pitch to integrate all brands under one agency saving 0.9mn Usd. • Special Human Resources Project. Responsible for designing, developing and implementing a “Culture Leadership Change” and “Strategic Leadership Agenda” for the next 3 years. 16 people directly reporting, double hating Marketing and HR. Sr. Brand Marketing Manager – Japan (2008 – 2011) – Responsible for turnaround the biggest brand in the market, developing a portfolio that brings the company back to growth. 4rd largest and most profitable market in the world, highly innovative, large spending and extreme retail sales concentration. • Drove company performance with more than 2bn USD annual revenues, to aggressively grow sales volume (+5%), market share and profit in a market 3rd player position. • Responsible for managing brand budget ($350mn USD) and performance of the brands. • Designed, developed and implemented a new portfolio strategy that supported company strategic plans. • Trigger Company pipeline and key performance indicators after a slowdown in our portfolio (Kool +0.4%SoM). • Innovation in communication “below the line” and new ways to reach consumers in a clotted and competitive environment (i.e. keitai database, consumer events, convenience approach, retail media outlets)

Ramon A. Murguia EM – Page 2 • •

Drove a cost management program to maximize company profitability (agency pitch, new promotional process, product) Developed a new segments proposition and marketing mix for the Japanese market (female).

Senior International Brand Manager Vogue – London (2006 – 2008) – Global Brand Management and Strategy Development at Head Office. Identify key consumer values and needs similar across 55 markets in Asia, Europe and America. Coordinate cross-functional teams in Marketing, Finance, Manufacturing, Legal and Product Development. Accountable for Global Brand P&L, overseeing pricing, costs and investments. High markets engagement for strategy implementation. • Responsible to manage one of largest BAT brands, with revenues of more than 1.4bn USD annually and 110M USD profit. • Re-design global Brand strategy, personality, positioning, and alignment across all countries managing Vogue. • Drove a new Marketing Mix (product, packaging, communication) with a 5-year evolution plan (24 countries). • Developed a Centralized agency model, establishing local structures an integration process towards strategy & implementation. • P&L assessment across countries and action plan development (i.e. reached lowest VC for all international brands). Camel Brand Manager – Mexico (2003 – 2006) – Accountable to manage the Joint Venture. Business P&L as independent unit, with a dedicated team, contractual partnership with complicated relationship and highly competitive market. Information confidentiality, oversee process structure and legal procedures. • Developed the most creative communication campaign for the industry for 4 years in a row. (Development of a creative book) • Accountable for 200 mns usd of revenue for the joint venture brands and a market / demand budget between 15 to 18.5 mns Usd per yr (~40% of Company brand expenses). • Responsible for brand image building, growth of national volume and market share (+3.5 Share points in 3 yrs) • Responsible for forecasting P&L and management of VC and BSE to without variation on objectives due to legal agreements (reached lowest Premium VC) • Expand Camel brand positioning, to key Latin America countries for long term sustainability (Argentina and Brazil) • Company delegate for 2004-2006 BAT Social Responsibility process and report with external stakeholders. Planning Manager for Trade Marketing and Distribution, – Mexico (2002 – 2003) – Constantly analyzed market trends, channel, competitors and consumer profiles for opportunities. • Planning, development and execution Company Future Distribution System (2003 – 2009) savings of 1.5 mns Usd per yr in distribution cost. • Analysis, evaluation and implementation of distribution routes for local and rural areas, passing from 1,700 to 850 saving 16mns Usd in cost. The Coca-Cola Company (1996 - 2002) Mexico City. Coca-Cola Brand Coordinator – Mexico - Development of TV campaigns, promotional activities and communication for the core brand of the company. Segment consumers, based on behaviors and consumption rates; manage the Football National team promotions and communication. EDUCATION Kellogg School of Management, Northwestern University

(2014) Evanston, IL

2014 MBA– One of 34 candidates from all over the world and the only one selected from Mexico to attend the Kellogg Executive MBA program • focused on finance, marketing/business strategy and general management

Instituto Tecnologico de Estudios Superiores de Monterrey

(Graduated 1996) Monterrey, NL

Industrial and System Engineering - graduated as one of the top 10% of class.

ADDITIONAL INFORMATION • • •

• •

(2012-2013) Mexico.

Council of the Counterfeit and Piracy board at Reforma newspaper. The most prestigious newspaper in Mexico. American School Foundation. Responsible for development of Engagement Plan to increase fundraising. Board Vice president for the Regional and International Students Associations, President of the Culiacan Student Association with 13 economic dependents, President and founder of the Manufacturing Group. Enjoy training and participating for marathons (3:09 BPR), cooking and traveling. Languages: Spanish Native. English Proficient, Portuguese Understanding. Japanese Basic.

RHIANNON J. NASLUND, RD, LDN 2735 N. Kedzie Ave, Chicago, IL (773) 988-9258

[email protected]

SUMMARY OF QUALIFICATIONS • • • • •

Experience in Nutritional, Pharmaceutical and Hospital Sales, Business Development, Marketing, Meeting Planning and Sales Training and Development A successful record of accomplishment in developing and executing sales and marketing strategies while delivering high revenue results Combined skill set of experience provides specific aptitude and insight into the management and development of people and key sales territories Outstanding communicator skilled in uncovering customer and market needs, and influencing healthcare providers, key opinion leaders and team members Innovative problem solver who works well under pressure, easily adapts to changing market dynamics, and excels in handling multiple projects

PROFESSIONAL WORK EXPERIENCE Mead Johnson Nutrition, Glenview, Illinois Manager of Global Medical Marketing 2013-present • Align global medical marketing conference strategy across Latin America, Europe, Asia, and North America • Assess global medical marketing influence and create initiatives to optimize organizational growth • Develop and execute medical marketing capabilities training across all regions • Lead global key opinion leader engagement and development Associate Manager of U.S. Hospital Marketing 2011-2013 • Developed and implemented marketing strategy and tactics for U.S. Neonatal Intensive Care Unit (NICU) portfolio • Lead cross-functional team of R&D, product development, supply chain, nutrition science, finance, package engineering and quality assurance to deliver NICU innovation projects • Oversaw creative agency relationships to ensure timely and effective NICU communication • Steer brand strategy, messaging, and material selection for Pediatric Academic Society Conference • Revised NICU discharge branding strategy to better align with HCP equity measures • Drove 6 point NICU share growth to trend towards market leadership • Collaborated with global NICU specialty marketing to develop positioning for U.S. and ROW • Successfully launched NICU consumer digital platform resulting in 20,225 unique hits to date • Co-led digital Salesforce.com technology integration for US marketing department • Improved and executed 100+ literature and media pieces spanning all Enfamil brands North America Sales Trainer 2008-2011 • Managed, developed, and executed sales training initiatives for a Medical Sales Force of over 300 representatives and managers • Specialized in Managed Health Care, Needs-Based Selling, Evidence-Based Selling/Clinical Selling, and Territory Management skills • Developed training modules for 40 Field Sales Coaches throughout North America • Assisted in development and execution of strategy, tactics, and workshops for the biannual Medical Sales Force Plan of Action meetings • Analyzed and assessed competency levels in order to communicate formal written and verbal coaching and feedback to individuals and management regarding behaviors to focus and initiate development and sales growth • Management Candidate Program nominee and contributor • Experienced in developing vendor relationships, evaluating vendor products Special Projects Interim District Business Manager for Miami District October 2010 • Managed individual and team sales performance of $66MM district • Lead 9-person team of territory sales professionals in generating district wide sales • Established district sales targets and executed launch of new product innovations

RHIANNON J. NASLUND, RD, LDN Bristol-Myers Squibb Co./Mead Johnson Nutritionals, Chicago, Illinois Territory Business Manager 2006-2008 • Increased territory rank from 300 in 12/06 to 154 in 02/08 and Sales Goal Attainment from 71.64% in 12/06 to 107.09% in 2/08 • Met with over 95 Pediatric, Obstetric, and Neonatology medical professionals to sell the clinical benefits of Mead Johnson Nutrition products • Strategically managed the NICU, Term Nursery, Purchasing, Materials Management, Central Supply, and Corporate Level contacts within four key hospitals • Generated territory business growth by setting up effective office sample protocols, increasing direct to consumer enrollment by 47% • Planned and executed Local Education Lectures and in-services • Collaborated with team members to successfully drive business within the district and attain Accent on Excellence Award, and top rank within region • Monitored, tracked, and assessed effectiveness of sales strategies through analysis of accounts and key business reports John H Stroger Hospital of Cook County, Chicago, Illinois NICU/PICU Clinical Dietitian 2005-2006 • Assessed nutritional status and implement care plans of intensive care neonatal and pediatric patients by prescribing tube feeding formulas and TPN prescriptions • Rounded daily with NICU/PICU physician teams • Trained family members and care givers for home tube feeding infusion • Educated medical residents on NICU/PICU nutrition Morrison Presbyterian Homes, Evanston, Illinois Head Clinical Dietitian (full-time) 2003-2005 • Assessed, observed, and developed nutrition care plans for residents with varying levels of acuity on three long-term healthcare units and three Alzheimer’s units • Consulted for outpatient nutrition and educate patients on DM, cardiac, renal, GI management, weight loss/gain/maintenance, and food allergies • Presented monthly nutrition lectures to staff and residents • Published campus-wide newsletters • Designed, implement, and provide the results for continuous quality improvement projects

CREDENTIALS Registered Dietitian-933400 Licensed Dietitian Nutritionist Certification of Training in Childhood and Adolescent Weight Management

PROFESSIONAL ACTIVITIES AND AFFILIATIONS Academy of Nutrition and Dietetics Chair of Scholarship Committee Recognized Young Dietitian of the Year Chicago Dietetic Association Board Member: Secretary Power & Procedure Workshop 2005 & 2007 activist Program Committee Tri-Delta Sorority Philanthropy Chair – Walk for Children’s Cancer EDUCATION MBA, Kellogg School of Management, Northwestern University, Evanston, IL BS Dietetics, Miami University, Oxford, Ohio Presbyterian Hospital, Dallas, Texas Dietetic Intern

2003-present 2011-2013 2008 2003-present

1998-2001

Dec 2014 2001 2001-2002

VICTOR ANDRES NEIRA SEPULVEDA 1717 Ridge Ave Apt C-301, Evanston, IL, 60201 Cell: (224) 475-2316 Office: (847) 937-4885 [email protected] EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL MBA, December 2013 COLEGIO DE ESTUDIOS SUPERIORES EN ADMINISTRACIÓN, CESA, Bogotá, Colombia Strategic Marketing Specialization, December 2005 UNIVERSIDAD DE LOS ANDES, Bogotá, Colombia Bachelor in Business Administration, March 2003 • President, Student Council, 2000-2001 • Assistant to Financial Planning & Accounting Professor • 6th Semester Student Exchange Program, Tulane University, New Orleans EXPERIENCE ABBOTT LABORATORIES (NUTRITION DIVISION) Lake Forest, IL, USA 2010 - Present Commercial Manager New Products and Value Creation Lead for Latin America Responsible for leading the new products introduction and Margin & Profitability projects in the region. • Coordinate and follow up new products launch plans and execution in the affiliates. ( 2011: 10 launches, 2012: 12 launches,2013: 24 launches) • Identify and coordinate all the Margin & Profitability initiatives in LA, (In 2012 achieved U$ 30MM improvement in Division Margin) • Member of the Global Marketing Core Team of Ensure, Glucerna and Therapeutic Nutrition • LA representative in the innovation forums, Global M&P projects and EMBR process. • Develop feasibility analyses and business cases for new products at a regional level. Work with LA DVP in the assessment of new business opportunities. • Lead product and packaging strategy initiatives, label and supply chain strategies. • Lead RPB Liquid Expansion project implementation in Latin America • Work with LA DVP and Commercial Director on the portfolio strategy development and lifecycle management planning. • Member of the S&OP redesign process team in AN • Designed the commercial excellence process for New Products and presented it as best practice to senior management. MERCK S.A. Bogotá, Colombia 2008 - 2010 Business Development and New products Manager • Developed feasibility analyses and business cases for new products, strengthen local pipeline (Products on Cardio Metabolic, Primary care, OTC, Anti-infective and Hospital lines). • Coordinated and followed up new products launch plans, managing cross-functional teams. • Built and lead implementation of strategic alliances with other companies to leverage Merck performance. o Licensed in BMS alliance Mature portfolio US$ 20M (New product line, identified synergies, defined new promotional structure) o Licensed out Oncobrands line to local company Amarey Novamedical o Obtained exclusive distribution for Neuropad in Colombia from MIRO company o Co-promotion of an orphan drug in the country. • Managed BMS business unit (Cardio, Anti-infective and OTC products), US$ 20M in sales, 2 Product Managers, 3 Sales Force line (2 District Managers- 28 Sales representatives). • Analyzed, developed and implemented second brand strategy with Novartis for a metabolic product. • Identified and analyzed local products opportunities to develop projects with Local Galenic Development area. • Developed business cases for licensing out mature products such as Lutenyl, Fem 7, Estreva Gel and others. • Developed forecasting tool for a regional project analysis, and shared it with countries involved (Latin America). • Designed New Products Feasibility Analysis process, and presented it as best practice in the region • Coordinated 2010 promotional grids and Marketing/Field Force structure definition based on new product launches. • Conducted analysis for, prepared and delivered multiple presentations to General Manager and Steering Committee.

VICTOR ANDRES NEIRA SEPÚLVEDA

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PFIZER INC., Bogotá, Colombia 2002 - 2008 Strategic Planning and Business Development Manager (Colombia, Ecuador, Peru, Chile), 2006 - 2008 • Assigned to manage the strategic plan process for the region (Colombia, Ecuador, Peru and Chile) and its implementation and Follow-up. • Supported Venezuela and Argentina to develop their Strategic Plan. • Led preliminary analysis for Generics Project, identifying possible entry models and products. • Led portfolio optimization process in Colombia and Chile, identifying portfolio priorities, products scenarios and resource allocation among portfolio opportunities. Products were classified in 4 groups according to their investment needs to leverage business opportunities (High, Base, Low , Zero (Alternative promotional models outside PFE). • Coordinated promotional grids definition based on portfolio optimization results. • Developed business cases for products identified in the portfolio optimization as ZERO (Ophthalmology, Mature Tail, Neurontin, Hospital mature). • Prepared for Senior Management a regional and market analysis to identify health care and pharmaceutical trends to facilitate discussion. • Developed feasibility analysis for new projects, strategic alliances and new products. • Conducted analysis for, prepared and delivered multiple presentations to General Manager and Steering Committee. Strategic Planning Coordinator CeLA Region (Colombia, Ecuador, Peru), 2005 - 2006 • Assigned to manage the strategic plan process for the region (Colombia, Ecuador & Peru) and its implementation and follow-up. • Developed a strategic alliance with a local laboratory to leverage Ponstan & Dalacin (Products) performance. Assured its implementation & operation. • Developed business cases for the “Resourcing for Growth” initiative, identifying upsides opportunities and new products potential (Quixin (CeLA), Cyana (CeLA) Genotropin (Col), Debridat (Peru), Unasyn IV(Col), Fragmin(Col), Vfend(Col)). • Coordinated field force optimization exercises for Ecuador and Peru, identifying structure opportunities and P&L impact. • Developed feasibility analysis for new projects, strategic alliances and new products. • Coordinated Debridat recovery process. • Developed Managed Care financial figures for Strategic & Operating plan. • Conducted analysis for, prepared and delivered multiple presentations to General Manager and Steering Committee. Business Development Analyst CeLA Region (Colombia, Ecuador, Peru), 2003 - 2005 • Designed a tool to forecast products P&L for the strategic and operating plan processes. Implemented in the region. • Designed a tool to design promotional grid and field force structure, calculating P1 & representatives equivalent, and linked with the Product P&L forecast tool to determine allocated ff expense and impact. - Both tools have been used and implemented in the region (Colombia, Ecuador & Peru) for different exercises besides the Strategic Plan (OP, Field Force optimization). The tools have been accepted in the organization as a useful resource for decision making processes. • Coordinated the PPMax process, which helped to identify upsides opportunities in the portfolio. • Developed feasibility analysis for new projects, strategic alliances and new products (Dual Branding Potential partners, diversified products, Grunenthal products). • Coordinated the portfolio optimization process for diversified products, grouping them in three categories to establish plan of actions. • Conducted analysis for, prepared and delivered multiple presentations to General Manager and Steering Committee. Marketing Intelligence Analyst, 2003 Financial Planning Assistant (Internship Student), 2002 OTHER DATA • • • •

Army, Military Service 1996; decorated with “Juan.B. Solarte” medal for distinguished services Native Spanish speaker, English Level 95% Strategic Management Course- Universidad de la Sabana, FORUM- March-June 2009 100 System – Pharmaceutical Marketing – IMS, September 2003

Tim Nguyen

86 Buff Cap Road, Apt, A11 Tolland, CT, USA 06084 (917-604-4059) Email: [email protected] _____________________________________________________________________________________ SUMMARY Senior Investment Professional with 15 years plus of progressive leadership and investment / finance / treasury experience in nonprofit and for-profit arena. _____________________________________________________________________________________ EXPERIENCE THE UNIVERSITY OF CONNECTICUT FOUNDATION Storrs, CT, USA Director, Investments, Treasury, and Finance 2007-Present Assist the Vice President of Finance and Chief Investment Officer in managing the long-term pooled endowment and the non-endowed portfolio. Manage the short-term investment (TIPS ladder) and cash management of the organization. Assist with strategic debt management ($600 mm of bond issuance) including establishing prudent long-term financing plans for the capital needs of the University by working with financial advisors, underwriters, and bond counsel. Manage staff and operations within the finance, payroll, bursar, purchasing, copy and mail offices and ensure cost efficient operations with top-tier customer service. Engage in portfolio construction across traditional and alternative investment disciplines. Assist in making investment fund recommendations to Investment Committee. Produce and customize performance and risk reports relating to hedge fund managers and traditional managers. Lead efforts to aggregate risk across a multi-asset class portfolio. Initiate, lead, and perform liquidity budgeting exercise for the University. Perform asset allocation studies. Negotiate terms and agreements relating to investment funds. Assist the Foundation President in making capital introductions with prospective donors. Support all appropriate committees of the Board of Trustees and make presentations to the full Board. Spearhead efforts to restructure the current 403b retirement plan. TEXAS TREASURY Austin, TX, USA Manager of Alternative Investments/Analyst 2004 - 2006 Assisted senior managers in managing 11 endowments (relating to tobacco, healthcare, and education) exceeding $3.6 billion. Launched the Single Risk Platform Program to aggregate risk across a multi-asset class portfolio. Initiated, built, and developed alternative investments’ program—private equity, hedge funds, real estate, and special situations. Participated in shareholder activism efforts. Selected, recommended, and performed due diligence on investment managers. Recommended investment strategies to the Chief Investment Officer. Developed asset allocation approaches that enhance investment returns at controlled levels of risk. Assisted senior managers in researching treasury management ideas relating to the remaining $33 billion. Traded unclaimed properties totaling more than $500 million. BNP PARIBAS NYC, NY, USA Credit Analyst in the Financial Institutions Group 2003 - 2004 Analyzed asset-based lending arrangements. Underwrote global credit lines relating to structured funds, such as CDOs, ABCP and Real Estate LPs. Monitored the leveraged loan portfolio. Performed modeling of cash flows, analysis of collateral and deal structures. Participated in reviews of asset manager operations

Tim Nguyen

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and contribute to criteria development. Wrote credit proposals for senior management. syndicated lending pitch books for Relationship Managers.

Created

MBIA Armonk, NY, USA Credit Analyst in the Financial Institutions Group 2001 -- 2003 MBIA, Inc, Armonk, NY, 1/2001 to 8/2003 Global Project Finance Credit Analyst Performed credit analysis on 1,422 domestic utility credits—consisting of Investor- Only-Utilities and Public Power—totaling more than $60 billion. Analyzed project finance workouts (e.g. Pollution Control Financing Authority in NJ, CAESS and Eastern Norge Svartisen). Managed the international utility portfolio. Wrote weekly industry credit reports. Authorized waiver & consents. AMERICAN SKANDIA Armonk, NY, USA Portfolio Analyst 2001 -- 2003 Assisted first and second shift representatives with portfolio asset allocation reviews for retail accounts. Performed quality checks on variable annuity contracts. _____________________________________________________________________________________ EDUCATION KELLOGG SCHOOL OF MANAGEMENT NORTHWESTERN UNIVERSITY Master of Business Administration - Strategy, Finance and Marketing

Evanston, IL 2014

THE DARTMOUTH INSTITUTE DARTMOUTH COLLEGE Master of Science – Health Care Science

Hanover, NH 2014

BROWN UNIVERSITY Master of Arts – Development Studies COLUMBIA UNIVERSITY Master of Public Administration – Economics & Public Policy YALE UNIVERSITY Master of Arts – Religious Studies

Providence, RI 2012 NYC, NY 2004 New Haven, CT 2000

UNIVERSITY OF HOUSTON Houston, TX BACHELOR OF ARTS – Political Science & Psychology 1992 _____________________________________________________________________________________ ADDITIONAL • • • • • •

Currently teach undergraduate economics, business, and finance courses at Brown University Currently teach under/graduate economics and finance courses at University of Connecticut Currently teach undergraduate finance courses at University at Buffalo School of Management Currently work as a Research Coordinator at the Spaulding Rehabilitation Hospital in Boston A Board Member of several nonprofit organizations & for-profit organizations US Citizen

Melanie Nino Av Circunvalar # 84A-50 Torre 3 Apto 102. Bogota, Colombia Home – (571) 6420728 Cell –(57) 3165233411 [email protected]

STRATEGY/MANAGEMENT/OPERATIONS Innovation Manager with 11 years of financial and strategic planning experience for multinational and multicultural companies. Proven track record of process development and improvement, change management, alignment of corporate and individual objectives and management of multicultural relations. Strong leadership, results oriented, problem resolution and work experience in Europe and Latin America. Highly dedicated and committed to achieve excellence and ensure people’s development, and highly motivated by challenged.

EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Miami, FL Executive MBA, 2014 EPSCI - ESSEC, Cergy, FRANCE BBA in International Business Management, 2003 PLEKHANOV ECONOMIC ACADEMY, Moscow, RUSSIA International Business Studies, Double degree program in the International Business School, 2002

PROFESSIONAL EXPERIENCE Mansarovar Energy Colombia Ltd, Bogota, Colombia Since January 2010 Crude oil exploration and production company with revenues of 676 million USD, producing 40 thousand of barrels of crude oil per day in Colombia for exports to the US and China. Innovation and Strategic Relationships Manager Manage the innovation system and develop the innovation corporate culture to ensure increase of reserves and operational excellence. Coordinate the definition and coherence of the strategic framework. Manage shareholders relations. Key Achievements:  Creation and implementation of the corporate innovation system  Review of the strategic framework, the macro-environment and creation of new business options  Enabled shareholders approval of growth strategy of Mansarovar

Nestle Bolivarian Region (Col, Ven, Ecu), Bogota, Colombia March 2007- January 2010 Colombian subsidiary and regional head office of the Swiss multinational food and beveraged company, with sales of over 650 million USD, 13 factories and 9.500 employees. Decision Support Specialist Coordinated the production, analysis and reconciliation of financial results by business unit and product category for Colombia, Ecuador and Venezuela. Budget control, follow-up and analysis of overhead costs.

Melanie Nino– Page 2

Analysed and optimised product portfolio. Created sales and profitability reports for local use and for head office in Switzerland    

Key Achievements: Training of the Venezuelan Decision Support team and review of the processes of the area in order to make them more efficient, optimise times and improve the quality of the information Participation in the operational audit mission centred in the sales area and the clients’ investments Implementation of SAP and the internal control systems complying with Swiss’ standards Implementation of the ABC costing model to allocate, analyse and charge to the affiliates the overhead costs

KPMG Group – Advisory Services Ltd, Bogota, Colombia October 2006- March 2007 Colombian subsidiary of the multinational consulting firm KPMG, with sales of over 5 million USD, delivering financial advisory services such as due diligence and financial modelling. Consultant in Financial Advisory Carried out financial analysis and market and industry research for evaluation of due diligence in several pharmaceutical and transportation companies. Created and analysed financial models for companies’ valuation. Key Achievements:  Partaking in the creation of a financial model of tax forecasting  Due Diligence with the support of the Mexican branch of an acquisition in the pharmaceutical industry

Total UK – Refining and Marketing, Watford, UK September 2003 - June 2006 English subsidiary of the multinational Energy company, with sales of over 10 millions USD and 5 thousand employees. The company was focused in downstream with a complete supply and logistics network, two refineries and marketing business units such as specialities products, retail and commercial sales. Management Information Business Analyst Produced and agreed provisional and final financial results for Specialities, Refining and Supply department, within given deadlines, for management team in the UK and in Paris. Carried out financial analysis of the income Statement for Specialities activities (Aviation, LPG, Lubricants, Special Fluids and Bitumen). Consolidated and explained working capital and capital employed at total company level, as well as breakdown by channel of trade. Implemented CO module of SAP. Key Achievements:  Team coordination to optimise the production of the financial results and the reporting  Implementation of SAP in the different areas of the Controlling department  Design and follow-up of the Balanced Scorecard for Specialities businesses

ADDITIONAL INFORMATION    

Certified Management Accountant, Chartered Institute of Management Accountants (CIMA), UK Dual citizenship: French and Colombian Willing to relocate Speak fluent French, Spanish and English

Victor Shane Olshansky 3500 N. 54th Avenue • Hollywood, FL 33021 • (305) 457-9441 • [email protected] PROFILE Seasoned finance professional and combat veteran with a diverse background in commercial real estate, regulation and general management. Well-traveled with extensive international experience in Asia-Pacific, Middle East and Latin America. Skilled in asset management, credit risk assessment, valuation and due diligence. EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Miami, FL/Evanston, IL Executive Masters of Business Administration, degree expected June, 2014 UNIVERSITY OF HAWAII, Honolulu, Hawaii Master of Arts in Economics, East-West Center Degree Fellow, 1999 UNITED STATES MILITARY ACADEMY, West Point, New York Bachelor of Science in Economics, Honor Graduate (top 5% of class), 1997 PROFESSIONAL EXPERIENCE FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC), Sunrise, Florida 2011 – Present Loan Review Specialist/Asset Manager Financial institution examiner specializing in risk management assessment and credit review. Evaluate loan underwriting and credit administration practices. Evaluate institutional performance addressing issues specified in enforcement actions. Determine if loan underwriting procedures conform to bank policies, laws and regulations, and accounting principles, and make recommendations regarding deficiencies. • Conducted detailed credit review at thirty regulated financial institutions from Florida to Virginia; documented findings in the Report of Examination and provided input to formal enforcement actions. • Served as Asset Manager overseeing up to five loan reviewers at regulatory examinations of eight troubled banks with assets ranging from $50 million to $1 billion. • Selected to lead asset review team during critical dual-agency review of nation’s largest “undercapitalized” bank. • Assessed management effectiveness in key areas of credit administration, impairment analysis, allowance for loan and lease losses, and recommended corrective action where necessary. • Facilitated 2013 community banking credit workshop with Florida Bankers Association and led roundtable discussions on troubled debt restructuring, loan impairment analysis, and asset quality. • Selected among peers to participate in 2012 inter-agency Shared National Credit review in New York City. Evaluated syndicated credit facilities ranging from $200 million to $2.0 billion, and provided critical feedback to bank management and regulatory agencies. FLAGLER DEVELOPMENT GROUP, Coral Gables, Florida 2008 – 2011 Senior Financial Analyst Key member of the financial planning and analysis team for a $2 billion commercial real estate development company. Responsible for budget, pro forma, and financial reporting on a diverse portfolio of operating properties and development projects. Worked directly with senior management, accounting department, and project/asset managers to develop strategic business plans that met investment objectives. • Oversaw development, construction and permanent credit facilities totaling $400 million, and advised senior management on loan covenant compliance and refinancing decisions. • Developed financial models and reported on joint venture projects with institutional partners JP Morgan, TIAACREF, and AMB Property Corp. to include development of Office Depot’s Corporate Headquarters, Bacardi USA World Headquarters, and Beacon Lakes Industrial Park. • Responsible for monthly reforecast of operating cash flow for a portfolio of 170 commercial real estate assets totaling 12 million rentable square feet. • Analyzed established procedures for cash flow forecasting and made recommendations to senior management for process improvement and automation; developed automated system for forecasting that enabled a reduction in staffing from three personnel to one. • Supervised market research department staff and oversaw production of internal research reports.

Victor Shane Olshansky – Page 2 THE SITUS COMPANIES, Boca Raton, Florida 2006 – 2008 Associate Provided commercial real estate consultancy and due diligence services to investment banks, mezzanine lenders, and other financial institutions. Services included underwriting, pro forma modeling, market analysis, production of investment/credit memos, collateral inspections, and loan review. • Managed multiple project teams staffed to conduct rapid acquisition/disposition analysis on large pools of distressed debt, real estate owned (REO), and other loans for four major bank portfolios. • Led delegated team of analysts in the completion of more than 70 underwriting assignments for Royal Bank of Canada’s Commercial Mortgage Backed Securities (CMBS) lending platform representing $1.2 billion in financing. • Packaged and structured a variety of commercial real estate loans to meet lender-specific underwriting requirements, performed lender-side due diligence, and presented loans to credit committee for approval. • Developed and led training of delegated underwriters for multiple lender relationships. • Provided asset management services for a portfolio of mezzanine loans and warehouse lines of credit on behalf of Credit Suisse, RBS/Greenwich Capital, Petra Capital, and other portfolio lenders. STUDLEY, INC., Fort Lauderdale, Florida Assistant Director 2005 – 2006 • Lead business developer for the Miami team of a national commercial real estate services firm specializing in tenant representation and corporate real estate services. • Conducted market research to identify prospective clients and represented company at local trade shows, chamber of commerce events, industry groups, and professional organizations. • Worked with contracted public relations firm to develop marketing materials and campaigns. • Provided brokerage and consulting services with transaction volume of 70,000 square feet. UNITED STATES ARMY, Honorably Discharged with rank of Captain 1997 – 2005 Operations Officer and Iraqi Army Liaison, Huwijah, Iraq (2004 – 2005) • Lead staff officer for planning, coordinating and controlling tactical operations of a 770-soldier infantry battalion task force deployed for combat operations in Iraq. • Primary liaison to the 207th Iraqi Army Battalion with direct responsibility for recruiting, training, equipping, and managing operating funds and contracts in excess of $10 million. • Managed the battalion command post / tactical operations center and controlled daily operations. Personnel Officer, Schofield Barracks, Hawaii (2002 – 2003) • Primary staff officer for personnel and administration of a 640-soldier light infantry battalion. • Managed staff of eight soldiers who oversaw areas of promotion, accession, retention, performance evaluation, and discipline. • Coordinated administrative processing and physical deployment of battalion personnel from Hawaii to Iraq. Logistics Officer, Camp Greaves, Korea (2000 – 2001) • Primary staff officer for logistics planning, food service, and maintenance support of a 700-soldier air assault infantry battalion stationed along the Korean Demilitarized Zone (DMZ). • Oversaw $50 million in military equipment and supplies and an operating budget of $1 million. • Managed logistics staff of five soldiers and provided oversight to food service, medical support, and facilities maintenance personnel. Infantry Officer / Various Assignments (1997 – 2000) ADDITIONAL INFORMATION • • • • • • • • •

Licensed Florida Real Estate Broker, License No. BK3129036, 2005 – Present Leadership in Energy and Environmental Design (LEED) – Accredited Professional, 2009 – 2011 Awarded Bronze Star Medal for Exceptionally Meritorious Service in Operation Iraqi Freedom, 2004 – 2005 Infantry Captains Career Course, Combined Armed Services Staff School, 2001 – 2002 Infantry Officer Basic Course, Airborne School, Ranger School, 1999 – 2000 Eagle Scout Well versed in valuation, discounted cash flow analysis, and financial modeling using MS Excel and Argus Experienced with market research tools and databases to include REIS, ESRI, EDGAR, and FFIEC Basic proficiency in Spanish

George J. O’Neil III “Trip" 176 S. Ellyn Ave. Glen Ellyn, IL 60137 Cell –331-201-7946 [email protected]

REVENUE GROWTH / P&L / SALES & CLIENT RELATIONS MANAGEMENT Sales and client relations manager and successful team builder with 15 years of experience in both management and individual production. Capable executive with a proven track record of building successful teams who produce consistent results, achieving year over year double-digit revenue growth. Experience in building and sustaining dynamic growth environments. Expertise in C-level negotiations, sales pipeline management, P&L management, product development, recruiting & employee development, and project management. EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Master of Business Administration, expected graduation December, 2014 SAINT LOUIS UNIVERSITY, St. Louis, MO. Bachelor of Science in Psychology, 1998 PROFESSIONAL EXPERIENCE

Hertz Global Holdings, Inc.

2010-Present

Hertz Global Holdings is the parent company of Hertz and Dollar Thrifty car rental, Hertz Equipment Rental, Hertz Entertainment Services, Hertz 24/7 Car Share, and Donlen Corporation. $10B in revenue, Hertz Global acquired Donlen in September 2011. Donlen an industry leading, full service fleet management and leasing firm specializing in web-based asset management solutions and consulting services. Vice President of Sales, Western US, Donlen Corp., 2013 - Present Promoted at the conclusion of 2012 by SVP of Sales & Marketing to lead the western US sales force (all segments). Responsible for the region ‘s P&L, new market expansion, and overall business goal attainment (new account growth and existing account volume). Major Accomplishments: • Led the newly formed region to 103% of 2013 combined business targets (new accounts, lease growth, services adds, and syndicated debt) with annual revenues exceeding $75M in 2013 • Grew the sales team from 8 to 12 through expanding into 4 new markets in 2013 • Through a consistent focus on pipeline management and deal strategy, led 4 team members to finish 2013 ranked in the top three of their segment’s respective performance rankings • Led product team in the design and negotiation with a 3rd party vendor for a new co-branded insurance product launching in 2014 • Promoted team member from regional/small market sales to national/large market sales Vice President of Sales, Small Fleet Markets, Donlen Corp., 2010 - 2013 Recruited by CEO and SVP of Sales and Marketing to create a nationwide team from scratch designed to focus solely on developing the small to mid-sized fleet market, representing over $35M in annual revenue in. Major Accomplishments: • Grew team to 12 in 2.5 years through strategic market expansion and extensive recruiting • Developed strategic marketing plan and defined sales cycle which contributed to annual new account growth exceeding 120% of business plan each of the two fiscal years the team was in place

George J. O’Neil III “Trip” – Page 2

• • • • •

Implemented a client activity management system resulting in 15% lease portfolio growth in 2012 Developed a market strategy that led to per unit average profit margins exceeding corporate average by over 15%. Created a client activity management system that led to the team achieving the highest department net promoter scores (team score of 68 vs. corporate average of 63), 2012 Promoted two team members; one from client management to outside sales and another from client management to a management role (2011 and 2012) Developed a formal onboarding & new-hire sales personnel training program now used for all Donlen new hires in sales and client management roles

State Farm Insurance, Chicago IL

2009 - 2010

State Farm is an insurer with additional offerings in banking and financial services to small businesses and individuals. Corporate employed “agent in waiting”; Responsibilities include preparing a business plan with pro-forma P&L and expense budget, securing financing, and recruiting team members in anticipation for agency ownership.

Enterprise Holdings, Inc.

1998 - 2009

Enterprise Holdings is the parent company of Enterprise Rent-A-Car, Enterprise Fleet Management, Enterprise Truck Rental, and Enterprise Car Sales. $14B in revenue, Enterprise is the largest rental car company worldwide by revenues and total fleet size. Area Sales Manager – Enterprise Fleet Management, Chicago and Dallas, 2003 - 2009 Promoted to manager of the sales and client relations teams in Chicago (2003) and then Dallas (2006). Responsibilities included new & existing account growth, the hiring & development of employees, P&L management, and customer satisfaction scores for the regional business unit, each with revenues exceeding $45M. Major Accomplishments: • Led team to achieve corporate “ Group Excellence Achievement Award” based on revenue growth, profitability, and customer satisfaction ratings; 2009, 2007, 2006, and 2004 • Through customer service training initiatives and account activity management, led region to customer service index scores exceeding corporate average in 2009, 2007, 2006, and 2004 • Top 5 companywide ranked sales team by new account volume, 2009, 2008, and 2007 (#5, #1 and #2) • Promoted 3 different team members from producer to management roles (2006-2009) Senior Account Executive – Enterprise Fleet Management, Chicago, 1999 - 2003 Responsible for new account production and existing client relations. Working predominantly with C-level contacts, responsible for new account closure and existing client development. Major Accomplishments: • Top three companywide ranked Account Executive, 2003, 2002, and 2001 • Corporate “Account Executive of The Year” award for new accounts, revenue volume, and ancillary sales penetration, 2003 Management Assistant – Enterprise Rent-A-Car, Birmingham, 1998 – 1999 Part of the “Management Trainee” program, worked in various rental branches within an assigned territory. ADDITIONAL INFORMATION •

Delta Sigma Phi Fraternity, Saint Louis University

RUSLAN PARASHCHAK 6150 Stumph Road, Parma, OH 44130 • 330-283-0581 (m) • [email protected] SUMMARY OF QUALIFICATIONS  Management consulting executive with 11 years of experience in Strategy and Operations 

Extensive experience leading transformational turnaround programs in pharmaceutical, financial services, retail, telecommunications and consumer packaged goods industries – delivering over $700M in value



Proven track record of successfully leading global transformation programs in Procurement / Strategic Sourcing, Marketing & Advertising, Post Merger Integration and Organizational Design



Managed teams of 16+ individuals across multiple functions with P&L responsibilities of over $6M

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Expertise in opportunity identification, client relationship management, program management, coaching and knowledge transfer



Foreign Languages: Ukrainian (Fluent), Russian (Intermediate)

PROFESSIONAL EXPERIENCE ACCENTURE LLP Senior Manager, Management Consulting

August 2003 – Present

Select Client Engagements Global Procurement Transformation  Led global procurement transformation effort across US, Asia, Latin America and Europe to realize over $500M in benefits for a global pharmaceutical company  Provided direction and oversight on Organizational Alignment, Capability, Process, Change Management and Communications work streams to ensure strategic alignment with newly developed operating model  Established strategic sourcing capabilities, developed a new procurement operating model and enabled category management functions at a $2B national financial mortgage company Post-Merger Integration  Developed strategy for identifying and capturing synergy savings resulting from a merger of two national drugstore retail chains, this spend management process allowed client to monitor over $500M in spend and achieve ~$60M (12%) in annual benefits  Managed team of 14 Accenture and client resources in executing direct negotiation initiatives with multiple service providers to drive synergy benefits from the merger Strategic Cost Reduction / Strategic Sourcing  Led indirect category strategic sourcing initiatives for a $25B national telecommunications company focused on marketing, construction services, legal services and collection services; achieved savings of $44M (11%) on approximately $400M in spend  Led strategic cost reduction effort in marketing encompassing the selection of a Creative Agency of Record, Online Advertising Agency of Record, Direct Mail Supplier and Aggregator Services; achieved savings of $8M (16%) on $50M in spend  Assisted client in structuring a supply chain organization to sustain strategic sourcing, asset lifecycle management and logistics capabilities  Delivered over 80% in spec reductions through operational improvement and spec rationalization activities for contract labor work performed across the US

1

Organizational Strategy Assessment and Business Case Development  Led assessment of a shared services organization for a Japanese company’s US holdings (four subsidiary companies), including organizational design, capability and gap analysis to drive operational efficiencies  Designed new operating model and organizational structure to support strategic objectives of the organization and built business case to drive $44M in benefits over two years from the four US subsidiaries Marketing Operations Optimization  Developed a new marketing agency model for a US telecommunications client which promoted an increase in ROI using best Direct Marketing practices, provided better brand management, a single source for marketing analytics and decreased excess spending  Led $35M centralization effort across 16 divisions to improve efficiency of marketing spend for a telecommunication client, resulted in consolidation of DM production services from 100+ vendors to 2 national providers, achieved savings of $9M (26%)  Managed execution of a media audit measuring efficiency of agency pricing, positioning and placement of advertised Local Network TV; effort resulted in identification of over $14M in opportunities through improved GRP delivery, audience delivery optimization and reduced TV pricing Digital Advertising Deal Structuring & Syndicated Market Research  Advised marketing executives on Digital Agency deal structure best practices and negotiation frameworks  Spearheaded development of negotiations strategy and positions for Digital Advertising in Brazil, Mexico, Argentina, Singapore, Australia, Japan, Canada, US, Russia and UK for a global financial services company – resulting in an 8% global cost reduction  Led syndicated market research review and facilitated capability discussions between agencies and client senior executives pertaining to Retail Scanning Data, Consumer Panel Research and Advanced Analytics (Price/Promo Analytics, Marketing Mixes, Assortment Optimization, etc.) for a US CPG company – leading to synergy benefits of over $400K Training and Development  Faculty member at Accenture Management Consulting University in Effective Communications (Pyramid Principle – Minto, Client Relationship Management) and Operations Strategy courses  Mentor analysts, consultants and managers through formal Career Counselor Program at Accenture EDUCATION Kellogg School of Management, Northwestern University September 2012 – June 2014 (expected) Evanston, IL Master of Business Administration Accenture North America Management Consulting Scholarship Recipient DePaul University September 2000 – June 2003 Chicago, IL Bachelor of Science in Commerce, Double Major in Finance & Marketing – Graduated with Honors VP of the university chapter of the Financial Management Association (FMA) NON-PROFIT / PRO-BONO WORK Project Hope Ukraine, Co-Founder

June 2004 – August 2012

 Mobilized over 130 volunteers for service trips to orphanages in Ukraine and  Managed fundraising efforts resulting in over $120K in direct monetary support for Ukrainian orphanages 2

CARLOS PARET 65 Pine Ave, #888 Long Beach, CA 90802

[email protected]

PROFILE Top-performing leader with over 15 years of multi-functional experience, including: Global Strategic Marketing, Franchise, Brand and Product Management, Project Management, Sales, Business Integration, and Customer Service. Recognized for expertise in resolving complex issues, delivering creative solutions, reducing corporate risk, maximizing financial resources, creating operational efficiencies, communicating diplomatically, influencing senior executives, leading cross-functional teams, and developing direct reports. EDUCATION MBA from Kellogg School of Management, Northwestern University, USA. Executive MBA Program. BA Economics and BA Sociology from Aurora University, USA EXPERIENCE Edwards Lifesciences, Irvine, CA Edwards Lifesciences, $7.8B, is the global leader in the science of heart valves and hemodynamic monitoring.

2011-2013

Current

International Marketing Manager September 2013 - current ° Design & execute a unified marketing strategy across the Transcatheter Heart Valve (THV) product portfolio ° Direct product marketing activities including flawless execution of new product introductions globally ° Support sales team and marketing efforts by managing the product positioning, training, sales tools and marketing collateral as well as assist with the launch of new regional campaigns ° Guide branding team to develop customer facing educational materials in support of existing and/or new programs ° SAPIEN XT and Edwards Centera System strategist for Europe, Japan, Asia-Pac, Latin America, and Canada Abbott, Lake County, IL 2006 - September 2013 A $21.5B diversified, global health care leader: nutritionals, medical devices, diagnostics and generic pharmaceuticals. Global Franchise Manager, Oncology - Abbott Molecular 2012 - 2013 ° Directed all global strategic programs for PathVysion HER2, Abbott’s flagship companion diagnostic ° Steward for Women’s health (breast), gastric and colorectal franchises, including biomarker identification ° Expanded global portfolio of >$25M (65% US) and identify increased margin opportunities and new indications ° Influenced area teams commercialization strategies for future assays: KRAS, BRAF, cKIT, TOP2A, PTEN ° Strengthened collaborations with GSK, Genentech, Pfizer and other biotech and pharmaceutical companies Senior Product Manager, Oncology - Abbott Molecular 2010 - 2011 ° 2011 Global Marketing Team of the Year, Award and Recognition ° Defined, developed, and renovated global marketing strategies, including product positioning and differentiation; influenced area teams sales planning and tactical execution; Strengthened product development/innovation cycles ° Key Opinion Leader KOL identification, collaborations, and advisory boards with Scientific Affairs managers ° Brand strategist: biomarker and companion diagnostics CDx assay co-development / patient stratification ° IVD cross-platform commercialization in FISH, RT-PCR (DNA & RNA), and Sanger sequencing Brand Manager – Abbott Nutrition International 2008 ° Honored with Abbott’s Presidential Award for Outstanding Performance in 2007 ° Expanded both EAS and ZonePerfect (Nutritional Snack Bars) products in high growth international markets: BRIC ° Product innovation leader: delivered market data – flavors, ingredients, packaging, line extensions ° Saved over $200K by utilizing U.S. creative, programs, and website content for affiliates ° Analyzed market research and led cross-functional teams with R&D, Supply Chain, and Regulatory to identify regional formulations; consulted with trademark on proprietary ingredients cross-border branding

Carlos Paret – Page 2 Global Marketing Manager – Abbott Nutrition International 2007 ° Developed and executed complex integration projects for both EAS (Sports Nutritionals) and ZonePerfect ° Managed EAS International marketing departments transition; seamlessly transferred critical responsibilities ° Implemented a disciplined review process with Legal, Medical Affairs, Regulatory Affairs, and Public Affairs ° Collected competitive intelligence to determine category trends; monitored $900K department budget Project Manager – Abbott Nutrition International 2006 ° Facilitated the formation of four global support functions: Supply Chain, R&D, Regulatory and Public Affairs ° Balanced and centralized resource requirements for domestic and international priorities ° Utilized a McKinsey 5-phase project implementation framework; accelerated project timelines KELLOGG LEADERSHIP & ABBOTT CROSS-DIVISIONAL INITIATIVES Reaching Out MBA Conference, Healthcare & Life Science Panel Session Director Kellogg School of Management, EMP/PT GLMA club, Co-President Kellogg Innovation Network (KIN) Global Summit, EMBA delegate One Abbott Oncology (Molecular, Nutrition, Pharma, Diagnostics, Animal Health) Abbott Employees Political Action Committee AEPAC, Presidential Appointment Abbott PRIDE Employee Network – founder, former Chair, Strategy advisor

2012 2012 – 2013 2012 2011 – 2012 2011 – 2012 2007 – 2013

Business Development Manager, Windy City Media, Chicago, IL 2005 ° Identified new corporate/agency multimedia opportunities: print, radio, e-communications, web; increased team sales by 49% and exceeded sales and call plan goals by 33% within 45 days ° Defined needs and directed customer relationship management CRM solution implementation FMC, A $2.6B diversified chemical company. Philadelphia, PA

1996 – 2004

FMC Industrial Chemicals Group, Chicago, IL Distributor Account Manager (2002 – 2004); Customer Service Coordinator (1996 -1998) ° Managed 15 Distributors, (72 branches) generating revenues over $12M, increased sales volumes by 11% in 2003, and over 15% in 2004; identified and collected competitive intelligence, and led contract negotiations ° Strategized with five marketing managers and sales director, selectively targeting key accounts, in response to competitive threats on share/volume/price and adjusted forecasts ° Conducted root-cause analysis of order-fulfillment issues, identifying over $100K in savings ° Led SAP R/3 business transformation while supervising eight employees, processing $300M in revenues FMC Specialty Agricultural Products, Philadelphia, PA and Phoenix, AZ Demand Manager (2001 – 2002); Finance & Systems Supervisor (2000 – 2001); IS Supervisor (1999) ° Reduced inventory working capital by $700K; presented and defended division’s plan at monthly Sales and Operations Planning meetings; managed house accounts and international customer service, $100M revenues ° Built and managed sales processes, ensuring financial standards compliance and supervised team through all systems integration projects, including SAP; aggressively reduced expenses by 45% ° Managed EDI (Electronic Data Interchange) project, capturing $60M of end user data ° Streamlined sales rebate program - from four to two payouts, leading to improved customer loyalty NATIONAL LEADERSHIP & BOARD SERVICE Taproot Foundation – account director, pro bono consultant and strategist Heartland Health Outreach, Inc. - Board of Directors Heartland Alliance - Chair of the Expansions and Acquisitions Committee Kellogg Alumni Clubs of Los Angeles, Orange County, and San Diego Northwestern University Alumni Associations: Los Angeles and Orange County

OCMBA and LAMBA: networks of leading business schools The Cradle: Associates Board, fundraising co-Chair

2014 - present 2011 - present 2013 - present 2013 - present 2013 - present 2013 - present 2008 - 2011

Hiren Patel 2007 SW Fir Avenue • Bentonville, AR 72712 • Telephone: 469-525-1160 • Email: [email protected] EXECUTIVE PROFILE Pioneering force behind the expansion of disruptive innovation in the retail financial services space: namely the delivery of essential consumer and small business financial products through multi-channel retail marketing – instore, on line, via-mobile device, anywhere, anytime.  Strategic/Analytic Leadership: Directed and launched two largest growth initiatives at Sam’s Club that drove over $2.5 B. in incremental annual sale. Delivered a 93% increase in credit card portfolio total value to Sam’s Club (from $2.6 B. to $5.0 B. in total financial value). 

Visionary Promotional Leadership: Launched SBA Lending Program at Sam’s Club, garnering $2M worth of media spend in one week; 68M impressions, 300+ articles/blogs, and coverage by over 20 TV outlets including CBS Evening News, Fox & Friends, and Fox Business Network.

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Start-up: Founded HDP Capital Solutions LLC and achieved profitability in less than 12 months and 60% revenue growth and 10-fold increase in profitability in year two.

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Business Development: Boosted annual new account bookings to 800,000 new customers by launching three new products in 18 months and creating a pipeline for four additional products, achieving the most product innovation in small business card marketing at Capital One since the business units’ inception. EXPERIENCE

WALMART, SAM’S CLUB DIVISION Bentonville, AR Director of Financial Services 2009 – Present  Launched new Cash Rewards loyalty rewards program. Program has boosted upgrade volume 200%, membership income ~30%, sales per new member ~15% and new acquisitions ~35% (over $1B.+ in sales and profits)  Developed and launched new credit card product designed to drive an incremental ~$4 B. in credit card sales  Developed and executed long-term financial services strategy designed to deliver revolutionary product innovation for members. Included delivery of over $2.4 B. in incremental value to Sam’s Club through new credit contracts HDP CAPITAL SOLUTIONS, LLC Frisco, TX Principal/General Manager (Founder/Owner) 2008 – 2009  Developed profitable business model in less than 12 months. Delivered over $2.5M in client funding over three years. Grew revenues by 60% and profits by over 10x in the 2nd year of operations  Developed a network of partners, including bankers, brokers, lawyers and accountants, to help drive client and revenue growth CAPITAL ONE, Auto Finance Plano, TX Senior Director, Business Infrastructure Services, Strategy and Analysis 2007 – 2008  Managed 4 teams of 22 associates responsible for strategy, analysis, budgeting and reporting on a $220M operations budget within a $24B Auto Lending unit  Cut operating expenses by ~10%, a $30M value in one year by enhancing loss mitigation and recovery strategy processes through a new off-shore/outsourcing operating model  Drove credit strategy innovations to lower credit losses by ~$30-60M in 2008. Conceived and implemented a number of superior risk model algorithms designed to resolve delinquency and improve market segmentation Senior Director, Risk Operations Strategy and Analysis 2005 – 2007  Directed a team of 12 associates responsible for credit risk strategy and analysis on a $24B auto loan portfolio  Designed Risk Ops strategy and servicing strategy to help achieve portfolio growth rates of ~10-15% CAGR

Hiren Patel 

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Delivered ~$10M in credit loss reductions, while cutting operating costs by ~$18M

CAPITAL ONE, Small Business Solutions Richmond, VA Director, Marketing and Analysis – Credit Card Group 2003 – 2005  Led a cross-functional team of 15 associates responsible for $20M product development R&D budget  Launched three break-through products that helped drive GAAP NIAT (Net Income After Tax) growth from $40M in 2003 to $70M NIAT in 2004 and $110M in 2005  Completed robust financial, economic, statistical and market analyses for all new rollout products. Aligned product strategy with business, channel and credit risk strategies Business Manager, Marketing and Analysis – Loans Group 2001 – 2003  Led a team of 6 associates and set direction for an operations staff of 30 associates  Moved from start-up to #6 SBA lender in the country in less than 24 months (measured by # of new loan originations). Built two start-up businesses to over $400M in booked assets in less than 2 years  Created a rapid automated credit risk decision system which achieved portfolio “net adjusted charge offs” rates of 1.5% vs. financial forecast of 4% resulting in $12.5M value CAPITAL ONE, U.S. Card – Partnerships Richmond, VA Senior Business Analyst, Marketing and Analysis 1999 – 2001 Grew business 80% year-over-year and $40M fee revenue NIAT through new product launches and revamped compensation structure, respectively. CITIBANK UNIVERSAL CARD SERVICES CORP. Jacksonville, FL Assistant Vice President, Card Portfolio Target Marketing and Analysis 1998 – 1999 Grew receivables by $2B in 1998, exceeding goal by $800M. Increased revenues from $10M to over $50M by analyzing, formulating and implementing innovative marketing and credit risk strategies AT&T UNIVERSAL CARD SERVICES CORP. Jacksonville, FL Manager, Card Portfolio Target Marketing and Analysis 1997 – 1998 Associate Targeting Manager, Card Portfolio Target Marketing and Analysis 1995 – 1997 Strengthened and implemented innovative database marketing strategies that transformed a $360M assetgenerating marketing program into a $1.75B program within 18 months EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Executive Master of Business Administration Candidate, degree expected December 2014 MCINTIRE SCHOOL OF COMMERCE, UNIVERSITY OF VIRGINIA, Charlottesville, VA Bachelor of Science in Commerce (Finance, MIS and Economics), 1995 ADDITIONAL INFORMATION   

Cornell University: Completed executive certification in High Performance Leadership and Change Leadership. Certification included 10 online courses covering topics such as negotiations, coaching and people development. 2011 - 2012 Capital One University: Leadership Development Program; Economics and NPV Modeling; Credit Risk Strategy; Statistical Modeling; Design of Experiments & Statistical Testing Techniques; Analytics & Brand Strategy; New Product Development. 1999 - 2008 Chartered Financial Analyst (CFA) Program: Completed Levels I, II and III CFA Exams in three consecutive years. 1996 - 1998

Rajal Patel, CHA 512 N McClurg Ct, unit 4804, Chicago, IL 60611 (407) 924-6725 · [email protected] SUMMARY • •

Over ten years of experience in the hospitality industry with experience in total property restructuring from: renovations, re-staff, marketing, re-branding, to area leadership. Serving as the Board Chairman of a franchise ownership group that represents the common interests of 400 + hotel franchisee Owner and Operators. EDUCATION

KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL MBA, expected June 2014 UNIVERSITY of FLORIDA, Gainesville, FL BA in Political Science, 1997 • Certificate in International Relations • Studies in European Culture and Business Studies at University de Utrecht, Holland • Studies in European History and Literature at Cambridge University, England • Fall Internship in the Office of US Senator Bob Graham (D-FL), Capitol Hill, Washington DC EXPERIENCE TEMPLE HILL INC, dba Quality Inn, Alachua, FL Vice President – 2007 – 2013 • Repositioned hotel’s offerings and marketing strategy to target the correct consumer segments driving 40% growth in the first year of management. • Renovated hotel addressing guest wants and needs, resulting in the properties establishing a #1 position in the town according to Smith Travel Research local area tax reports for 3 consecutive years. • Managed relations and compliance between hotel (franchisee) and Choice Hotels International (franchisor) to deliver a consistent and powerful brand message to consumer, resulting in immediate profitability and property equity gains. • Developed in-house guest communication materials for both marketing as well as policy communication that led to a higher level of compliance with franchisor standards. • Started working at the front desk while in college 1993, assisted with the property renovation in 1997, transitioned into a management role 2007. • Implemented low cost/high ROI technology upgrades that increased bookings by 10% annually. ORLANDO BEL AIR INC, dba RODEWAY INN, Orlando, FL Vice President - 1998 – 2013 • Repositioned hotel’s offerings and marketing strategy to target the correct consumer segments resulting in 100% revenue growth in 5 years. • Managed a total renovation for the hotel addressing guest wants and needs, resulting in the hotel establishing a top position in local area according to Smith Travel Research production reports for 4 consecutive years. • Hired and retained the hotel’s staff, resulting in 3 Brand recognized APEX awards (2x Eco-Excellence and Best Renovation) and recognition by Trip Advisor as a Green Leader. Consistence has lead to higher ROIs and lower transition times for initiative rollouts. • Started working at the front desk while in High School, transitioned into a management role in 2000.

Rajal Patel, CHA – Page 2 RODEWAY OWNERS ASSOCIATION Board Chairman - 2010 – Present • Chairman of owner franchise relations group of 425+ hotels, leading a team of 5 people to develop and execute brand initiatives for the entire system. Work ranges from reviewing and recommending brand initiatives to developing marketing investments. • Working with the Board to develop a 1st time initiative to utilize systems fund towards COOP marketing. CHOICE HOTELS OWNERS COUNCIL Region 1 Coop Chairman - 2007 – 2011 • Elected as a delegate to the National Board for a 2-year term. • Appointed as the COOP Marketing Chairman, for a group of 120+ hotels in Florida • Developed advertising to increase guest stays across the state, building on former messaging • Utilized multiple media account accounts targeting different segments, regions, and timeframes CENTRAL PARK STORAGE LLC, dba CENTRAL PARK SELF STORAGE, Orlando, FL General Manager - 1998 – 2008 • Took a failing business that was on the verge of bankruptcy to becoming the highest grossing storage facility per sq ft in the S Orlando area. • Established a management team and organizational structure to reposition the facility to become top tier storage facility in Central Orlando. • Developed new sources of income by adding ancillary products as truck rentals, box sales, outside state reservations, and postage. The ancillary income sometimes matched the storage rental income in various financial quarters. • Identified, hired, and transitioned the company to subcontract all management to a 3rd party company to free resources for Hotel Development • Set pricing policies for the storage facility that mimicked hotel ADR and REVPAR models. The facility was able to cover its own expenses and develop profit within the 1st year of management. 1000 Room Hilton Downtown Project, Kansas City, MO Project Consultant, Finance and Hotel Development – 2008 • Worked with project management team on a city RFP to build a Convention Hotel, connecting City Commission to Piper Jaffrey to issue Tax-Exempt bonds, making the project financially viable. • Facilitated the relationship between developer and Hilton Hotel's International for franchise agreement negotiations. United Airlines, Chicago, IL Intern – Information Systems Division - 1998 – 1999 • Developed database applications in Microsoft Access. • Generated and designed reports from database management system. • Assisted clients with various software and hardware problems Americonsulting, Atlanta, GA Information Technology Trainer – 1999 • Microsoft Certified Trainer of various programs and applications. • Trained various industry Execs and IT professionals, in a classroom setting, from how to use the software packages to the benefits of a database conversion.

AMIT R. PATIL 25025 Canterbury Court, Plainfield, IL 60585 Home: 815-439-0903 Cell: 312-459-1342 [email protected]

STRATEGY/MANAGEMENT/OPERATIONS (RETAIL AND CONSUMER) Experienced Management Executive (Strategy, Operations, Management Consulting and Product Management) with 12 years of combined Industry and Consulting expertise in Retail and Consumer Goods. Primary skill set includes leading teams to implement strategic company initiatives and products to improve overall business performance in the areas of Marketing/Consumer Insights, Merchandising, Supply Chain and Retail Operations (Core Retail/CPG Value chain). PROFESSIONAL EXPERIENCE IRI (Information Resources Inc.), Chicago, IL 2011 - Present Director of Product Management Responsible for driving new product innovation and market/channel content for Retail/CPG Fortune 500 Clients. Recent engagements include the launch and commercialization of two premium Retailers and a Pilot for a new Consumer Demographic Insights Product. Lead a team of 6 core product development leads on any given initiative to deliver on the respective solution. Core team member of the Content Product Management Group which is responsible for all product management activities and decisions that drive 40%+ of IRI’s revenue globally (70% US). Identify partnership / alliance opportunities in the market to drive potential new business opportunities leveraging IRI’s product portfolio. Serve as a key team member on corporate sponsored operational excellence projects. Major Accomplishments: • Lead all pricing commercialization efforts for one of the largest IRI product offerings introduced. Product has been pivotal in driving IRI’s overall growth for FY’12 and FY’13. • Lead efforts for launching a significant premium Retailer that is a market driver in their respective channel. Delivered the product offering on-time and on-budget without any experiencing any incremental costs. On track for a 3 year breakeven target / ROI for product. • Leading a cross-functional team to deliver on a key strategic initiative / new product solutions portfolio related to Consumer Demographic Insights. Pilot model is launched with a major IRI CPG client. New offering was selected and will be featured at IRI’s Annual 2014 CPG Summit. ACCENTURE, Chicago, IL 2005 - 2011 Manager, Management Consulting – Retail Industry (2007 – 2011) Partnered with Retail and Consumer Goods client executive teams to drive and implement strategic initiatives in the areas of Merchandising, Supply Chain and Retail Operations impacting core industry specific metrics (Sales, Forecasting, In-Stock percentages/Service Levels, Margin, Labor, Productivity & Inventory Management). Designed and developed new operating models/organizational structures and change management programs related to Merchandising, Supply Chain Analytics, Demand Planning, Retail Operations and Information Management. Major Accomplishments: • Designed a change management program related to Promotional Planning impacting ~250+ users across all categories (proposed multi-million dollar initiative). •

Developed a field communications and knowledge management solution, with a scope of 3400+ stores with 40000+ employees, potential benefits of ~10Mm in the first 2 years in labor/productivity.

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Designed and Developed organizational roles and responsibilities, transition and launch plan for a new 40+ FTE Supply Chain Analytics capability focused on Demand/Sales and Operations Planning.

•

Designed and executed a successful Training Pilot program that lead to a large initial 7 yr multi-million dollar Supply Chain Business Process Outsourcing engagement.

Amit R. Patil – Page 2 •

Lead a change management effort to operationalize a program that resulted in successfully migrating 11000+ users in ~6 months to a new MillerCoors Microsoft technical platform. Effort was a key success factor for a ~$1.5Mm deal.

Senior Consultant, Management Consulting – Retail Industry (2005 – 2007) Lead Change Management and Training efforts related to functions centered on Forecasting & Replenishment, Promotional Planning, Supply Chain and Product Information Management. Major Accomplishments: • Designed and developed Decision Rights Training Program for a new Merchandising Operating model impacting an audience of ~400+ users. Decision Rights were focused enterprise wide within Merchandising, with a goal to improve service levels and gross margin. •

Developed a foundational Training program that impacted over 250+ users (Database Analysts nationally within the US) for a new custom Product Specification system.

•

Core Team Member & Co-Lead of the Accenture Supply Chain Workforce Solutions offering (blended global community of 161+ members that have supply chain and organizational performance skills)

ALDI Foods Inc., US Southeast Division (Salisbury, NC) 2002 – 2005 District Manager (Atlanta, NC & SC Markets) Responsible for leading the entire store operations of four to six retail outfits (35-40 employees) with a total sales volume of $9-$12 million annually. Responsible for all results in the areas of inventory management, cost analysis, productivity measurement, auditing, forecasting/budgeting and talent management. Major Accomplishments: • Responsible for the execution of a Grand Opening project in the Atlanta Metro area. Actual sales results for grand opening exceeded budgeted sales by 4-5%. •

For 3.5 years, consistently met or exceeded targets related to the metrics of Labor Productivity, Sales, Inventory Management and Talent Management. Promoted successfully 3 candidates to Store Management positions.

•

Selected by Director of Operations to turnaround financials/budgeting processes, inventory management and employee engagement in 3 months for a District in North Carolina. EDUCATION

KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Master of Business Administration (Executive), June 2014 Expected NORTH CAROLINA STATE UNIVERSITY, Raleigh, NC B.S. Business Management (Marketing Concentration), 2001 ADDITIONAL INFORMATION • • • • • •

Key Client Experiences: IRI Retail / CPG Clients, Best Buy, Advance Auto Parts, Staples, Loblaws (Canada), Meijer, Rite-Aid, MillerCoors, Whirlpool, Nielsen Company, Aldi(Industry Experience) “Make it Happen” Award presented at IRI for delivering superior results from Product Management Leadership (January 2014). Addo Agnitio Award Honorable Mention (2009 - Internal Accenture recognition for Knowledge Sharing & Collaboration). “People Developer” recognition provided in FY’08 Q3 for Talent & Org Performance Practice – Chicago office Complete Dale Carnegie Leadership Development Course (2003 with Aldi Foods) Fluent in 3 Indian Languages (Hindi, Marathi, Gujarati)

MARCELLINE E. PELZER 306 E. Lincoln Ave. #8 ▪ Milwaukee, WI 53207 Phone: 414-687-8441 ▪ Email: [email protected] PROFILE Senior Public Affairs Executive with 20 years of experience driving and executing strategic public relations, employee engagement, corporate social responsibility and government affairs programs. EXPERIENCE TIME WARNER CABLE, Milwaukee, WI 2010-present Senior Director of Community Investment, Central & East Regions (2013) Senior Director of Community Investment, Central Region (2013) Senior Director of Communications, Midwest Markets (2011 – 2012) Vice President of Communications & Local Programming, Wisconsin (2010 – 2011) Recruited to develop and execute media relations; employee communications; community relations; corporate philanthropy; and local programming strategy. Managed a team of up to 24 (2010-2011); currently manage team of 7 and budget of $30 million. Promoted from statewide role in October 2011, from Midwest role in February 2013 and from Central Region role in November, 2013. Currently responsible for design and execution of community investment strategy for Kansas, Michigan, Missouri, North Carolina, South Carolina, Nebraska, New York, Texas and Wisconsin. • Lead regional philanthropy program managing more than $30 million in cash and in-kind contributions supporting green initiatives, disaster relief, Internet safety and STEM education (2013). • Negotiated first-time year-round strategic branding partnerships with the region’s 10 largest science museums, trading advertising spots for cobranded youth programming and exhibit sponsorships (2013). • Created first public awareness campaign promoting company CSR strategy by tapping nonprofit grantees to tell TWC’s brand and reputation story in company’s five most competitive markets (2013). • Grew Kansas City customer social media engagement by 75 percent, developing comprehensive plan, original campaigns, including “Tweet and Go Seek” and “Enjoy Holidays Better.” (2012). • Overhauled employee communications program, developing daily newsletter and a weekly meeting script summarizing key news. Increased employee satisfaction with internal communication and 120% reduction in email volume; tactics were adopted in other markets (2012). • Developed, executed and regularly evolved aggressive competitive media response to the entry of Google’s high-speed broadband network to the Kansas City market (2012). • Developed executive communications for GM/VPs of Central Midwest markets, including speeches, employee communications and video presentations. Managed quarterly leadership meetings (20112012). • Managed media relations with key business, consumer and trade publications and served as company spokesperson. Regularly placed front-page business stories. Grew share of voice and portion of positive coverage by more than 20 percent (2011-2012). • Developed and implemented effective crisis strategies to manage issues around outages, employee misconduct, occupational safety, retransmission consent and rate increases (2011-2012). MANPOWERGROUP , Milwaukee, WI 2007 - 2010 Global Communications Manager Recruited to manage all corporate public relations functions for ManpowerGroup. Managed London PR agency and communication managers in 82 countries, as well as $5 million budget. • Secured and prepared executives for interviews with CNN, CNBC, FOX, Bloomberg & BBC. Managed live remotes from in-house TV studio. • Generated strong consistent coverage of quarterly employment research and other thought leadership programs by Wall Street Journal, Financial Times, International Herald Tribune, Reuters and Bloomberg.

Marcelline E. Pelzer – Page 2 • • • • •

Developed and implemented crisis communications strategies to manage incidents of associate fraud, workplace violence, rumored leadership changes, accusations of collusion, allegations of human trafficking, public health outbreaks and natural disasters impacting operations. Successfully placed Fortune’s 50 Most Powerful Women in Business list and developed successful nominations for LEED Gold Certification, Ethisphere’s list of the World’s Most Ethical Companies and other key CSR awards. Managed PR and executive presentation strategy for company participation in Clinton Global Initiative and World Economic Forum annual meeting. Managed executive communications related to earnings reports, worked with CFO to produce shareholder presentations, organized annual shareholder meeting and wrote for annual report. Managed the CEO’s Twitter account and wrote all bylined articles for senior executives.

PELZER COMMUNICATIONS, Milwaukee, WI 2000 - 2007 Principal and Owner Established and successfully ran own public affairs firm to forge an independent career path combining passions for communication, philanthropy and public problem solving. • Milwaukee Irish Fest: Managed and produced all public relations and marketing activities, including strategy, promotions, collateral materials, media pitches and ad placement breaking all records for attendance and volume/quality of local, regional and national media hits. (2003-2005) • Milwaukee Municipal Court: Managed and executed ongoing media campaign to place local media stories promoting judges and community outreach programs. (2002-2007) • University of Wisconsin-Milwaukee School of Nonprofit Management: Served as primary consultant facilitating major gifts campaign. Led fundraising strategy, grant writing, event planning and production of collateral materials. (2005-2007) • Emerge Wisconsin: Served as interim program director for 6-month training program for women political candidates. Responsible for public relations, fund raising and meeting planning. (2007) • Women’s Choice-PAC: Served as interim director responsible for fundraising, communication, event planning, volunteer management and budget administration. (2005-2006) • Penned feature stories for a variety of publications, including the Cleveland Plain Dealer; the Business Journal Serving Greater Milwaukee; the Milwaukee Journal Sentinel; and usatoday.com. (2000-2009) EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL MBA, 2013 MARQUETTE UNIVERSITY, Milwaukee, WI Bachelor of Arts in Journalism, 1995 ADDITIONAL INFORMATION Leadership • Graduate, Step Forward, Center for Creative Leadership, 2013 • Graduate, Leading For Results, Time Warner Cable, 2011 • Graduate, Future Milwaukee, 1999 • Graduate, Milwaukee Forum, 2006 Awards and Recognition • Earned 8 IFEA Pinnacle Awards recognizing PR excellence in the special events industry • Earned 5 ACC Beacon Awards recognizing PR excellence in the cable industry • Recognized by Milwaukee Magazine as one of Milwaukee’s “35 Under 35” Other • Researched and wrote 14 local history stories for permanent kiosks installed in downtown Milwaukee • Organized media tour for the President of Ireland • Early career: PR and project management roles at Greater Milwaukee Foundation and Feeding America

ASHWATI PODUVAL, CPA, MBA 2419 Gable Hollow Lane, Houston, TX 77450 Phone: 239-247-3897 Email: [email protected] SUMMARY Recent graduate of top MBA with work experience at prominent firms like Shell and Price Waterhouse coopers in accounting and advisory roles. Excelled at financial structuring and analysis and in delivering high value solutions to organizations. Demonstrated ability to work well independently and as a team member and interact with all levels of staff and management. Enjoy solving problems and identifying key issues and relationships from a diverse set of data. Key Areas of Expertise: Financial Analysis and Reporting Financial Modeling Financial Reporting

Interpersonal and Leadership skills US GAAP and IFRS Project and change management

Process Improvements SAP Software conversions

EDUCATION Executive Masters of Business Administration (EMBA): Kellogg School of Management Certified Public Accountant (CPA): State of Colorado Chartered Accountant (CA): ICAI, India Bachelor of Science in Accounting/Commerce: University of Delhi, India

CAREER PROGRESSION AND EXECUTIVE CONTRIBUTIONS LEESAR INC., Lehigh Acres, FL 2008 - 2013 A medical supply chain company with a high growth rate and customer base across southwest Florida. Director of Accounting Responsibilities:  Spearheaded the accounting department maintaining a highly effective financial system and advised business decisions making on a wide variety of operational matters through fact based analyses, financial modeling and monitoring operational performance.  Explored and evaluated business opportunities. This included both setting of financial targets and working with internal stakeholders to create plans for their success.  Consolidated functions while maintaining efficiency levels in Accounting Department by identifying redundancies, reassigning staff, and reorganizing workloads. Selected Accomplishments:  Created $ 1.8 Mn Interest expense savings through effective financial strategies  Identified as a CFO candidate.  Redesigned and spearheaded highly effective vendor payments via purchasing card program that improved cash flow efficiencies and increased company’s incentives under the program by $500k  Pioneered new billing system for Fleet and Courier Service department that increased revenue by 60% over a span of four years to transform it into profit center for the first time.  Accelerated the development of the budget analysis software, fostering a collaborative environment that provided better analysis tool and improved individual accountability.  Reduced monthly closing cycle by 3 days through process improvements.

Ashwati Poduval, CPA, MBA – Page 2

Internal Auditor Responsibilities:  Advised trustees and management to ensure controls are in place by identifying and analyzing all major risks on an annual basis.  Coordinate coverage with the external auditors and ensure effective performance of audit.  Enforced business processes benchmarking against leading practices and designed an extensive listing of potential internal controls for implementation. Selected Accomplishments:  Designed and Implemented solutions that positively impacted the bottom line. Assessed and managed risk, and strengthened internal controls.  Successfully coordinated with external auditors to ensure effective and early completion of external audit. SHELL INDIA MARKETING PVT. LTD., Bangalore, India 2007 Supply and Distribution Finance  Pioneered all financial reporting, as well as the annual targets and resources (T&R) process for Supply and Distribution.  Strengthened monthly and quarterly financial business results with focus on providing quality analysis as well as assisted management in identifying business improvement opportunities and tools to evaluate new investments.  Excelled in NPV and IRR analysis. Spearheaded margin improvement processes.  Redesigned working Capital management and asset management. Selected Accomplishments:  Expedited and conceptualized inventory control module that helped integrate inventory movements between oil refineries, terminals and retail locations  Restructured G/L, financial systems, reports and schedules to improve forecast precision and standardized reporting procedures. PRICEWATERHOUSECOOPERS, New Delhi, India 2002- 2007 Associate Responsibilities:  Performed and managed audit of financial statements of client(s) in accordance with (Indian) Companies Act, 1956, and the mandatory Accounting Standards issued by The Institute of Chartered Accountants of India and/or US GAAP.  Handled critical areas of audit, motivated and encouraged Team members, acted as an anchorperson among Clients, Partner, and Manager and Team members.  Advised clients in effective Internal Control Procedures in the normal process of Accounting Functions & updated them on latest amendments in various laws/statutes etc. Major Clients: Samsung India, Hewlett Packard, Xerox Modicorp Pvt. Ltd. and CSAV Group Agencies. Selected Accomplishments:  Spearheaded the team in the integration and migration of a major electronics giant’s ERP to SAP.  Assisted in the successful de-merger of a major electronics’ company.

CHETAN POLAVARAM, MS 1566 Oakdale Bluffs Drive • Mableton, Georgia 30126 770 315-5100 • [email protected] • www.linkedin.com/pub/chetan-polavaram/5/939/76 PROFILE Consistently top-performing business professional with more than 13 years of progressively responsible experience increasing productivity, enabling cost reduction, launching new products and creating profits. Highly regarded for communication, organizational, and analytical attributes that contribute to effectively leading diverse teams in achieving corporate goals. Recognized ability to oversee new product development and manage global, strategic initiatives and projects. Possess extensive domestic and international experience. Distinguished, productive career is complemented by relevant, advanced, formal education. Staff Management • Performance Evaluations • Financial Analysis • Training & Mentoring • Presentations • Audits Resource Management • Services Strategy • New Product & Service Introduction & Launch Risk Analysis • Six Sigma • Business Strategy • Scheduling • Project Management • Budgets • International Operations • Technical Leadership • Cross-functional • Internal Productivity Profit Building • Cost / Benefit Analysis • Strategic Planning • Writing • Cost Reduction • Manufacturing Implementation EXPERIENCE LENNOX INTERNATIONAL – ATLANTA, GA 2013 – PRESENT Provides refrigeration equipment used in cold storage applications primarily to preserve perishables in supermarkets, convenience stores, restaurants, warehouses, and distribution centers. Senior Manager, Value Analysis/Value Engineering, 2013 – present Responsible to lead a cross-functional team to achieve cost reduction by optimizing product cost portfolio and increasing product sales by improving features and performance. Identify and develop product strategies to determine best option to increase EBIT. • Based on product margins and COGS, determine product strategy for new product development and cost reduction • Led a cross-functional team to achieve $15MM in 2013 savings, $30MM in annual savings • Led the organization to complete 207 projects related to supply chain, manufacturing, warranty costs and engineering • Financial analysis of projects to calculate cost savings and ensure PPV and savings margins are flowing through the balance sheet 2000–2013 GE ENERGY – ATLANTA, GA GE Energy provides a diverse portfolio of product and service solutions and deep-industry expertise to the energy sector. Engineering Manager, Industrial Services, 2010–2013 Develop services strategy for five product lines. Supervise a five-member team in managing more than 60, new product- and service-introduction programs (NPI) that have a combined, annual budget of more than $6M. • Generated sales of $14M in 2011 on an investment of $4M by transforming an underperforming team that developed and launched 15 new products and services. • Improved on-time delivery from 55% to 100% (5% under budget) by applying program-management, riskmitigation techniques. • Reduced product-development cycle time 50% through applying Lean Six Sigma principles. • Apply eco-imagination concepts to improve product efficiency and reduce carbon footprint. Team Leader, Predictive Life Programs (PLP), 2006–2010 Managed condition-based maintenance (CBM) for gas turbine programs that resulted in greater internal productivity and customer value. Identified synergy opportunities for CBM and administered the application of developed processes and methodologies within energy to aero-energy and oil and gas businesses. Delivered presentations to key customers to enable commercialization of a new maintenance philosophy that led to lower customer risk and increased value.

CHETAN POLAVARAM, MS • • •

770 315-5100

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Produced $1B in savings in hardware repair and replacement strategies through employing Six Sigma principles. Captured $100M in productivity savings and increased asset reliability for customers—persuaded 6 customers to apply new technology. Recognized by receipt of GE Management Awards

Productivity Manager, GE Oil & Gas, Florence, Italy, 2009 Identified and executed short- and long-term productivity programs for a $4B portfolio on long-term contracts that generated $600M annually. Performed risk analysis and managed operational, market, and execution risk for technology-related programs. Created financial modeling of deterministic and stochastic, portfolio elements to improve accuracy. Supported commercial and sales teams in understanding and mitigating risks of long-term, service agreements. • Established all Florence operations within 9 months. • Saved $15M within 9 months through leading an 8-member team in developing maintenance strategies for gas turbines. • Generated $600M in annual revenue by leading productivity programs Condition Based Maintenance (CBM) Expert, 2008 Served as the subject matter expert, transferred knowledge, and developed technical processes and program management for a budgeted $2M, program execution. Co-led a cross-functional team to develop and execute new, engineering processes. • Reduced costs $15M, representing a 50% savings, by developing the CBM process and application to gas turbine hardware. • Earned the General Managers Award for margin expansion Lead Engineer / Engineering Project Manager, GE Energy, Atlanta, GA, 2002–2006 • Served as the ISO representative for the PLP team. Authored the ISO manual, conducted internal audits, and prepared the team for external audits. • Recognized with 2, companywide GE Energy Service Engineering Awards: • Outstanding team, technical and business contributions to the CBM program. • Outstanding individual achievement for contributions to the RLE program. Edison Engineering Development Program, General Electric Power Systems Greenville, SC & Atlanta, GA, 2000–2002 • Earned the following awards: • Top Student for graduating at the top of the class. • Outstanding Edison Award. • Corporate Recognition Award EDUCATION Kellogg School of Management, Northwestern University Rensselaer Polytechnic Institute The Pennsylvania State University Birla Institute of Technology & Science, Pilani, India

Executive MBA, expected Dec, 2014 M.S. in Engineering Science, 2003 M.S. in Mechanical Engineering, 2000 B.E. in Mechanical Engineering, 1998

CERTIFICATIONS Black Belt, 2003 • Green Belt, 2001 PATENTS Mobile Transformer Testing System • System and Method for Transformer Repair

DONNY PRZYGODSKI 6400 Bermuda Dunes Drive Plano, Texas 75093

Phone: (214) 538-7134 Email: [email protected]

CORPORATE LEARNING & DEVELOPMENT EXECUTIVE

Global change leader and community activist with 10 years experience partnering in transformational change initiatives with multi-billionaire family owners, public company c-suite executives, and government leaders on a global platform. Candidate, Masters of Business Administration from the Kellogg School of Management at Northwestern University. Areas of expertise include: • • • • • •

Strategic Corporate Planning Executive Coaching Global Corporate Citizenship Evaluation & Assessment Leadership Development Cross-Cultural Learning

PROFESSIONAL EXPERIENCE

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Transformational Change Agent Strategic Human Resources Executive Sponsorship Change Management Curriculum Design & Delivery Global/Cross Function Teaming

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Succession Planning Strategic Market Entry Operational Development Action Learning Process Workshop Facilitation Program Management

Action Learning Associates, Ann Arbor, MI Member of a world-class executive management team driving organization change, human capital development and succession planning for our clients. We partner with business owners, CEOs, and government leaders from organizations including Ford, Best Buy, CP Group, Grupo Salinas, Gensler, Intuit, Royal Dutch Shell, Royal Bank of Scotland, US Navy SEALS, New York City Public Schools, and Brunei’s Ministry of Education. Vice President, Global Operations – US, Asia & Latin America, 2010 – Present • •

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Responsible for client work at the C-level focused on succession planning, leadership development, and organizational transformation. The work entails in-depth client interfacing as we assist organization in strategic change management initiatives. Support client organizations in the development of internal change agent personnel and teams charged with carrying forward the work we preform when engagements are complete. Responsibilities include talent identification & selection, professional development & coaching, performance assessments, and on-team/off-team judgment calls. Design and deliver action-learning based professional development programs for leaders at all levels within client organizations. Most programs include business related projects, which participants work on in small teams to practice newly acquired skills in real business situations. Coach executives on personal leadership capabilities aimed at enhancing effectiveness of leading others. Coaching sessions focus on performance in both the regular job and in the development program. Includes analysis of leadership behavior feedback from others within the organization (ex. 360° Feedback, 9-Cell Performance/Values Assessments, Forced Ranking). Coach project teams throughout development programs with the goals of; successful team launch, project planning, project execution, identifying and arranging benchmarking opportunities, and resolving interpersonal issues within the team when appropriate. Projects are generally tied to revenue generation or cost reduction with many having material impact to the organization. Manage ALA team resources and expenditures for client engagements. Includes management of client assets/budgets ranging from $1-10M annually.

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Manage corporate citizenship efforts with clients, which includes networking within the client organization to understand potential agencies, working with agencies to set up the experience, and designing and implementing the intervention.

Trilogy, Austin, TX Executed vision of company owner and led an organizational transformation initiative for newly acquired business unit, Ecora Software. Re-structured sales and support organization to align with market realities and efficiency demands. Transformational efforts resulted in sustained quarterly profits following years of multi-million dollar losses. Director of Sales – Americas & Europe, 2008 – 2009

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Leader of Sales organization at Ecora Software, a $10M enterprise software business unit owned by Trilogy. Responsible for sales, marketing, and the human resources functions for the business unit. Restructured sales organization to meet the needs of a redefined organization post-acquisition to drive efficiency and ROI for parent company. After restructuring, within six months the company showed its first quarterly profit in over 5 years. Additionally, year over year revenue increased over 10% for the company. To engage customers, promote client loyalty, and build company culture, we designed and implemented a Customer Success Program and Customer Council for existing clients. Customer Success Program tied employee compensation directly to the value added to our clients from their point of view. This lead to not only higher client retention rates, it was a platform for product development and innovation. Drove efficiency by creating a new sales division and sourcing sales representatives to lead communication efforts with existing customers. Leveraged e-hiring platform, o-desk, to execute strategy. Re-designed strategic HR processes for the company including people selection, performance assessments, reward and recognition programs, and training and development platforms.

General Electric Company, Fairfield, CT Added value to the company by translating corporate vision and strategic plans to local initiates within my area of responsibility in GE’s Consumer & Industrial business unit. Considered a fast-track employee, annual performance appraisals with top-talent rating (A-Player) Routinely promoted to positions of greater responsibility and business impact based on a consistent record of high performance and values appraisals. Selected to be part of Jeff Immelt’s (GE CEO) corporate development program, CLP (6-mo. leadership development program). • • • •

Area Sales Manager – New Orleans, LA, 2006 – 2007 Area Sales Manager – Little Rock, AR, 2006 Area Merchandising Specialists – Nashville, TN, 2005 Telesales Specialists – Indianapolis, IN, 2004

EDUCATION

Kellogg School of Management at Northwestern University, Evanston, IL MBA Candidate – 2014 Wabash College, Crawfordsville, IN Bachelor of Arts – 2004

ARTI B. PULLINS 3342 N Southport Avenue. Unit #1, Chicago, IL 60657 Cell: 313-520-1505 [email protected] INTERNATIONAL MARKETING, BUSINESS DEVELOPMENT and SALES EXECUTIVE

Entrepreneurial leader with over 13 years of experience in the Internet/E-commerce and web-services industry, leading international & domestic marketing, strategic business development and market positioning for strong revenue generation through sales & service
• Strong leader with an emphasis on creating successful strategic alliances and developing diverse partnerships throughout India, China and EMEA 

 • Skilled in deve digital and social media strategies, while expertise in hands-on analysis of consumer web-traffic translation. Graduated of Northwestern University - Kellogg School of Management – Executive MBA, December - 2013

November 2012 - Current Glassdoor.com, Chicago, IL Glassdoor.com is a technology and social media start-up, focused on enriching people’s lives around the globe by giving them an insider look at jobs and companies. Glassdoor was founded in 2008, but started its business operations in 2010. Regional VP of Sales & Business Development – Enterprise Division, Chicago, IL Responsible for creating, building & leading Glassdoor’s Enterprise division. Focusing on customer analytics via Salesforce.com software, managing customer growth & new acquisition strategy, focus on domestic brand development and product integration. Focused on hiring, training and managing top talent as well as creating a go to market strategy focused to penetrate the Fortune 1000. Major Accomplishments: • Opened regional offices, based on competitive and new customer acquisition modeling and revenue growth deliverables to achieve board financial plan. • Developed and launched added value sales and marketing strategy, for Glassdoor to carve out our niche space • Executed customer minded campaigns: via social, mobile and international marketing partnerships & alliances • Developed and achieved Glassdoor’s Fortune 1000 customer penetration & retention strategy in just 8 months. • Grown the Fortune 1000 business division’s revenue from 13.5% to 32% in last 2.5 quarters. • Work hand in hand with Glassdoor’s Founder/CEO, SVP of Operations and CFO to manage EBITA ratio’s and revenue goals to manage and grow profitability.

CareerBuilder.com, Chicago, IL 2004 - 2012 Global leader in on-line human capital solutions, headquartered in Chicago, IL providing companies access to talent, through innovation, big data and unparalleled technology delivered to customers at every touch Managing Director – Global Marketing & Sales 2011 – November 2012 Marketing delivery of new innovative products & services through strategic on-line, social, video and affiliate marketing channels, both domestically and globally. Focused on analytical data gathering and site traffic evaluation, relating it all back to increase in sales, revenue and board directed EBITDA goals. Work and communicate directly with CEO and President of EMEA and Asia-PAC. 6

Major Accomplishments: • Within the first year, grew the global sales division by 155% of revenue targets while returning a 110% EBITDA back to the board. • Drove scalable programs to garner insights and improve online channel efficiencies while maximizing revenue opportunities, at the platform, geo global level • Increased customer adoption rates by 36 - 42% through strategic marketing initiative, including: SEO, paid search, advertising, social media, and email marketing • Researched and developed new product line launches markets like, India, China and Germany by focusing on a localization, product differentiation, affiliated channel partnerships and downstream channels strategy • Launching local market product pricing and promotional strategies by working closely with local market leaders and internal research teams

Arti Pullins – Page 2 • • • •

Deep dive into web analytics to understand traffic and conversion data and drive analysis and optimization recommendations for maximizing ROI, tracked by high level performance metrics of traffic, revenue, efficiency, conversion goals. Manage an external vendor partner, responsible for affiliate recruitment, promotion communication and program management Focused on staying up to date on all industry trends, best practices among affiliates, paid search, comparison SEO engines, online boards and bloggers Work hand in hand with IT, Data Warehouse and Site engineers for all site initiatives

Managing Director, CareerBuilder India

2008 – 2011

Lived in New Delhi, India from February 2008 – April 2009

Handpicked by the CEO, to organically start up the CareerBuilder.com business in India. Opened a local Indian business with 0 employees and grew it to 23 employees. Created and led a market penetration strategy, by creating and implementing: marketing, sales & service, product &pricing approach for the business. Started with a minimal budget, and achieved 138% of revenue and 113% of EBITDA in year 1. Consecutively, grew the business an average of 123% YOY in Revenue and 105% in EBITDA returns, based on Board plans. Major Accomplishments: • Won the “Welch Award” – the highest recognition award, by CareerBuilder’s Global CEO, to a top business leader, who has significantly impacted CareerBuilder’s global bottom line. • Created and launched 21 new product lines, specifically catered to the Indian market, and remained focused on market differentiation • Developed competitive marketing and pricing for the Indian market and successfully created added value for our local customers • Grew from a dozen existing customers, to over 276 active local customers. • Personally led key partnership negotiations & marketing tactics to increase site’s unique visitors by 230%, expressions of interest by 318%, and CTR by 58% • Formed tactical marketing and advertising partnerships with Microsoft, Google, Yahoo, and leading social media and mobile enabling sites to increase traffic and UV’s. • Hired, trained and motivated the entire staff of 23 in-country local employees

Area Sales Manager, Chicago, 2006 – 2007 Lead a team of 12 Enterprise sales executives, focused on selling sales solutions to the Fortune-500. Worked directly with companies like: Starbucks, Amazon, Apple, Ebay, Google, Facebook, Kraft, and Boeing to grow revenue through CareerBuilder’s existing and new product offerings. National Sales Executive, Chicago, 2005 – 2006 Succeeded in personal sales quota, by achieving 135% of incremental revenue target, through selling into new and existing customers like: HSBC, Lettuce Entertain You, Allstate and JP Morgan Chase. Won an invitation and recognition to both silver sales club and annual enterprise sales club – awarded to top sales executives due to overperformance

Senior Marketing Manager, Chicago, 2004 – 2005 Developed, launched and ran affiliated marketing department focused on the Financial service as well as Healthcare industry. Focused on paid marketing, SEO growth, print & publication advertising as well as e-commerce growth of sales and transactions.

FORD MOTOR COMPANY, Dearborn, MI

2001 – 2003 EDUCATION

KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, MBA, December 2013 MICHIGAN STATE UNIVERSITY, East Lansing, MI , Bachelor in Sociology, 2001

SARAH RETZER

Chicago, IL 60654 • [email protected] • 415.606.2556 SUMMARY Performance-driven operations and business development leader offering 11 years of comprehensive achievements across diverse industries and global markets. Key strengths include leading cross-functional teams, implementing strategies across an organization, identifying growth opportunities, forming new business partnerships and continuously optimizing operational processes. Known for strong work ethic, entrepreneurial intuition and enthusiasm. PROFESSIONAL EXPERIENCE CONDITION CULTURE, LLC CHIEF OPERATING OFFICER

2011 – Present Miami, FL & Chicago, IL

Developed and enhanced operations infrastructure & processes while managing strategic planning and international partnerships for cutting-edge beauty accessories manufacturer startup generating $10 million of revenue in the first year. • • • • • • • •

Instrumental in the implementing the strategy converting the organization from a domestic, single brand, web-based manufacturer to an international multi-brand business; recognized as an industry leader & brand in hair and beauty accessories. Lead successful international business & operations development efforts following detailed market analysis, regulations research and superior relationship building resulting in expansion into 19 international markets accounting for 50% of company’s revenue in 2012. Increased product output and quality while reducing production costs 15% by establishing KPIs, strategic manufacturing partnerships, and continuous process improvement. Analyze sales trends and create innovative merchandising strategies via customized reporting reducing inventory levels 25% in 2013. Conceptualized the leading brand Colorsmash – led creative team in developing the brand, which accounted for 75% of company revenue in 2013. Revamped customer service philosophy and approach following detailed email/call campaign analysis—instituting intensive training and creating a cross-functional team focused on vendor/client relationships. Manage and mentor twelve operational teams members (marketing, customer service, design, product management and admin) encouraging a collaborative environment to continuously improve and innovate operational efficiencies and processes. Work cohesively with CEO & Founders on developing and defining the short and long-term goals, vision, strategies and growth projections for the organization.

ORBIS INVESTMENT MANAGEMENT, LLC DIRECTOR OF OPERATIONS

2010 – 2011 San Francisco, CA

Recruited, developed, and managed cross-functional administrative and research teams that supported Financial Analyst’s for leading global investment management firm with $20 billion assets under management while managing the business operations. • • • •

Directed team of five administrative and research assistant’s providing leadership and innovative solutions on how to add more value to the analyst’s role and the investment process. Interfaced with Directors and Executives to develop and maintain organizational strategies and operational efficiencies in the US office that aligned with the overall corporate mission and strategy. Proposed a firm-wide HR system to streamline a complicated, manual process into a seamless system that could be incorporated with the 360 semi-annual reviews and recruiting systems. Collaborated with IT in the initial design, roll-out and implementation of the system in the US office and global offices. Contributed to dynamic culture by managing event logistics as a liaison across all corporate offices within this matrixed organization—promoting team building and community outreach.

SARAH RETZER PROFESSIONAL EXPERIENCE CONTINUED

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BLUE WAVE WIRELESS, INC DIRECTOR OF OPERATIONS & CONTROLLER

2007 – 2010 San Mateo, CA

Developed operations foundation for Silicon Valley Tech telecom startup encompassing operations management, client relations and accounting management. • • • •

Built global partnerships and forged strong client and investor relationships in close collaboration with CEO leveraging business development acumen. Lead supplier relationship management including contract negotiation, monitoring performance, volume leverage and total cost management objectives. Enterprise establishment included all legal document creation, accounting, payroll, procedures, employment handbook & policies, department processes and all company & product licensing. Reconciled and produced highly accurate monthly, quarterly, and annual financial reports and filings in compliance with federal regulations and serving as contact for clients, investors, BOD, and vendors.

PREMIER TITLE SERVICES, LLC DIRECTOR OF OPERATIONS

2001 – 2007 Cincinnati, OH & San Francisco, CA

Directed all facets of operations and sales for real estate title and escrow company - maximized revenues and growth of the firm by developing strategic partnerships, cutting-edge service standards and maintaining the highest level of ethics and integrity. • • • • • •

Analyzed and made recommendations for new market investment opportunities resulting in expansion across five additional states which increased revenues 40% in 2003. Recruited, trained and supervised 20+ employees responsible for all front- and back- office functions while developing enhanced and seamless processes to ensure compliance in a highly regulated industry. Represented the company as a licensed title agent performing deep dive analysis to determine the marketability of the title to residential and commercial properties. Researched, negotiated and launched four joint ventures which accounted for 35% of revenue during 2006 & 2007. Led the efforts to create an online presence and web-based interface for clients allowing them to place orders online and track the stage of the file along with document management capabilities. Managed, reconciled, and handled yearly audits for escrow and operating accounts utilizing QuickBooks Pro.

EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY Master of Business Administration FLORIDA STATE UNIVERSITY Bachelor of Science in Business – Finance and Marketing

degree expected December 2014 Evanston, IL 2001 Tallahassee, FL

(305) 322-8859

ALFREDO SANTANA

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8355 SW 78th St, Miami, FL 33143

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[email protected]

BUSINESS DEVELOPMENT EXECUTIVE Results driven multinational leader with over 13 years of experience in the information technology industry and international business. Principal strengths include strategic business planning, marketing and process improvement. Expertise in creating new business development for hardware, software and services for technology brands, including Cisco Systems, Oracle, and NetApp. Outstanding multi-lingual communicator with a consultative sales style and in-depth technical knowledge for integrating solutions at all levels within an organization and its clients. Executive MBA from the Kellogg School of Management at Northwestern University. Professional specialties include: • • • •

Strategic / Business / Marketing Planning New Business Development International Sales Managing Strategic Alliances between Vendors

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Brand / Product Positioning Demand Generation Activities Process Improvement Project Management Skills

KEY CAREER ACHIEVEMENTS Brand Management / Business Development • Negotiated and secured the contract to distribute Oracle software products in the Caribbean region, which lead to a $8MM revenue in new business in the first 7 months; turning the brand into a new strategic vendor for the region in a short time. • Achieved 30% increase in sales of NetApp products Year over Year since FY 2010 until the present Channel Manager / Account Executive • •

Secured a $1.2 million contract with Cable & Wireless to sell a unified communications solution consisting of Avaya and other vendors to Sandals Resorts. The project included pbx and voicemail equipment for 18 properties in 4 islands in the Caribbean. Secured a $1.7 million government contract with local Var to sell Extreme Networks equipment to the Ministry of Health in Trinidad & Tobago. The project included Ethernet networking switches for 13 sites and was divided into 10 batches.

PROFESSIONAL EXPERIENCE AVNET TECHNOLOGY SOLUTIONS (TS), Miami, FL. 2010 – Present A division of Avnet Inc., a global Information Technology solutions distributor, with $26B+ in sales. The TS group addresses the needs of the enterprise and service providers customers, by providing multi brand solutions from leading vendors in the areas of storage, unified communications, networking, virtualization, data center and enterprise software. Acquired Tallard Technologies in July 2010 Regional Business Development Manager 2013 – Present Northern Cone (NOCO) Region – Central America, Caribbean, and Andean Countries Recently promoted to lead the NOCO region to launch Cisco Systems products with a focus on strategic alignment with NetApp. This will enable growth within the Converged Data Infrastructure and Cloud Computing market segments. • Responsible for managing the alliance of NetApp and Cisco, to create a single marketing and go to market strategy to expand the adoption of converged data centers based on the FlexPod solution architecture • Develop demand generation programs within the NOCO region to increase awareness and sales of the FlexPod architecture • Leader of a virtual team comprised of local business development managers, account managers, presales engineers and inside sales dedicated to the new dual brand strategy, based in multiple countries • Lead and reengineered the manual quoting and data entry process, resulting in business and customer facing efficiencies • Recognized as an over achiever in LATAM, awarded an invitation to the Excalibur Executive offsite trip • Teamwork recognition by creating the Cisco VAR recruitment strategy currently being executed in all Avnet LAC offices Business Development Manager, Central America, Caribbean & US Exports (2010 – 2013) Initially hired to design and implement strategic marketing and branding plans for Avaya, Apple, Extreme Networks, Polycom and NetApp. Promoted to strategically lead the onboarding and launch of Oracle software products in the Caribbean region as well as to continue the sales for the NetApp products in Central America and Caribbean region. • • • • • •

Developed new strategic business unit focused on infrastructure vendors such as NetApp, Oracle and others Set strategic direction to execute Avnet Global opportunities in the Latin American region Responsible for evaluating and recommending new vendors by presenting business growth cases and PnL scenarios Manage cross functional account executive, engineering and inside sales teams to execute demand generation activities and sales strategies for the region for NetApp and Oracle brands Received three recognition awards: Customer Focus by the SVP of Latin America, Teamwork and Accountability by the Regional BDM Over achieved goals in revenue and profitability for both the NetApp and Oracle brands

Alfredo Santana Page 2 TALLARD TECHNOLOGIES INC, Miami, FL

2002 - 2010

Value added distributor for information technology products for Latin America and the Caribbean with $300MM in sales. Largest regional distributor of Apple, Avaya, IBM products, and top tier networking vendors, like Extreme Networks and Foundry Networks. Regional Channel Manager, English Caribbean (2008 – 2010) • • •

Responsible for sales in the territory that included Bermuda, Jamaica, Barbados, Trinidad and Curacao Developed existing partners to increase sales by conducting strategic account planning Detailed oriented: achieved 100% in Salesfoce.com CRM funnel reporting and accuracy objective

Networking Communications Specialist (2005 – 2007) • •

Responsible for implementing Extreme Networks and Foundry Networks brands in Central America and the Caribbean Led cross discipline sales support team to focus on high touch accounts, to secure large scale opportunities

Marketing Program Manager (2002 – 2005) 2000 - 2002 DIGITAS, LLC, MIAMI, FL Leading interactive digital communications agency for online strategy and consulting services for Fortune 500 customers. IT Generalist

EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Coral Gables, FL Executive MBA 2013 • Study Abroad: o Recanati Graduate Business School at Tel Aviv University, Israel o Hong Kong University of Science and Technology Business School, Hong Kong, China UNIVERSITY OF MIAMI, Coral Gables, FL Bachelor of Business Administration 2000 • Majors: Computer Information Systems, Marketing, Management

LANGUAGES Languages:

Fluent in English and Spanish Minor proficiency in Portuguese and French

MADALIENE E. SCHALET 731 Asbury Ave. Evanston, IL 60202 Tel: 312-504-1827 [email protected] OPERATIONS/ STRATEGIC ACCOUNT MANAGER Execution-focused, operations manager with 18 years national and international experience in leadership and implementation of technology products and services. Proven ability to analyze, strategize and creatively craft solutions to complex business challenges. Maintains excellent rapport with decision makers and communicates effectively within all levels, inside and outside, of the organization. Recognized for building high performance teams, and achieving goals in difficult and unfamiliar settings. Key skills include: • • •

Business Process Design Program Management Product Development

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Organizational Agility Systems Thinking Client Management

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Matrix Team Leadership User Experience Quality Assurance

EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Executive Master of Business Administration, expected 2014 UNIVERSITY OF ARIZONA Tucson, AZ Bachelor of Arts in Classics, 1994 PROFESSIONAL EXPERIENCE APPLE INC., Chicago, IL 2009- Present Project Manager, Chicago Public Schools Account Key account manager of large scale, multi-year contract to distribute and integrate Apple’s hardware, software and professional services into 675 schools. • Manage senior-level relationships to ensure successful implementation of Apple technology. • Lead a cross-functional team of sales, engineering, logistics, manufacturing, service and support. • Manage contract, ensure adherence to service level agreements (SLAs) and maintain high levels of customer satisfaction, resulting in contract renewal in in 2012. • Developed life-cycle operational processes, improving operational efficiencies and enabling sales team to grow account from 5M in 2009 to 23M in 2013. • Created automated SLA reporting database and mechanism for company/customer reporting. Provided early detection of delays and improved order to installation time frames by 50%. • Implemented Electronic Data Interchange (EDI) between CPS and Apple resulting in a 50% decrease in time from order to fulfillment, and a 400% increase in the number of purchase orders processed per year. • Direct oversight and relationship management of local distribution center and installation provider. • Present Apple’s Professional Service offerings to senior-level management at executive briefings. EDGE MEDIA INC., Aiken, SC 2007-2008 Video production company serving needs of educational publishers, nonprofit organizations. Director of Marketing • Recruited by former client to develop and implement a long-range strategic business and marketing plan, expanding company visibility and increasing potential client roster by 25%. • Successfully created and managed web marketing campaigns with Google AdWords. Results include an 18% conversion rate and, over a 12-month period, a 151% increase in site traffic. LEGACY.COM, Evanston, IL Leader in the online memorial and obituary market. Consulting Product Manager, Memorial Websites

2007

Madaliene Schalet – Page 2 • •

Managed new product development of memorial websites by defining strategy, prioritizing features and usability components based on aggressive timelines and limited resources. Formalized company product development process. Introduced use of site maps, wireframes, project scopes, business requirements and quality assurance processes.

HOUGHTON MIFFLIN HARCOURT, Evanston, IL 2000-2007 Global providers of pre-K-12 educational solutions, both print and interactive. Executive Producer, Science Technology (2003-2007) • Conceptualized, managed and executed the product development of software, audio, video, online tutorials and e-books that supported the science disciplines. • Secured approval and managed budgets of $3M for as many as 5 simultaneous product lines throughout their development cycle. Hired and directed a team of 2 Producers and multiple freelancers. • Selected and supervised all on-shore and offshore technology and video vendors. Negotiated long-term partnerships with educational institutions and license rights holder. • Investigated and proposed alternative platforms for all online textbooks, saved the company $500k annually. • Identified a market needs and product differentiators for newly created Biology program. World Languages Technology Producer (2000 -2003) • Supervised the creation and delivery of 90 minute, instructional French video and DVD series. Monitored budget and timeline of film production in Paris and Aix-en-Provence France. Managed post– production and approval phase with vendor and editorial group. • Conceptualized the repurposing of existing media assets for a Spanish “Take-Home-Tutor,” which strengthened the brand and increased sales of an aging Spanish program. • Managed the planning, development and implementation of all technology products for Spanish and French programs. UNITED STATES PEACE CORPS, Ramnicu Valcea, Romania 1998- 2000 Governmental volunteer agency that promotes understanding between Americans and developing countries. Consultant, Non-Governmental Organizations (NGO) • Provided guidance and training for five NGOs on fundraising project planning/management, grant writing, marketing and volunteer recruitment. Conducted 95% of this work in Romanian. • Obtained funding from the United Nations and European aid organizations for large-scale International Youth Conference. Liaised with local mayor and county offices to determine funding distribution. • Served as Vice President on the Women in Development Committee and volunteer representative on multicountry Safety and Security Committee in Sofia, Bulgaria. COGNITIVE ARTS, Chicago, IL 1995- 1998 Creators of interactive learning environments based on technology developed at Northwestern University. Project Manager • Supervised teams of 10 analysts building custom made, goal based e-learning solutions for Fortune 500 companies. Managed relationships between internal academic, external clients, and software engineers. • Deployed to on-site oil tanker in the Adriatic Sea, collected business and system requirements for vessel maintenance calendaring program and developed a working prototype with Greek and English clients. ADDITIONAL INFORMATION • • • • • • •

Extensive international travel and cross cultural integration experience with Eastern European countries Stanford University, Advanced Project Management Certification program Project Management Profession (PMP) Certified Second City, Core Writing Program Ronit Films, Cabrini Green: Mixing it Up, Documentary Producer Proficient in Romanian, conversational Spanish and French Interests: travel, photography, swimming, yoga, scuba diving, cycling, technology, mixed-martial arts

Jason M. Schieffer 6801 W. Cleveland St., Niles, IL 60714 [email protected] (847) 722-2544 (cell) (847) 663-0338 (home) SUMMARY

My current role encompasses management, accounting and finance responsibilities for a billion dollar company in which I regularly interface with sales, human resources, marketing, IT and legal professionals. My prior experience at Arthur Andersen as a consultant helped me cultivate many skills, including working in teams and adapting to consistently changing situations. I am comfortable dealing with idiosyncratic personalities and varying interpersonal styles while being collaborative and considering all views on an issue. My previous roles have made me comfortable making difficult decisions while remaining calm under pressure, no matter how stressful and frenetic the circumstances. EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Executive MBA, degree expected June 2014 LORAS COLLEGE, Dubuque, IA BA in Accounting, 1997 OLD WORLD INDUSTRIES, LLC, Northbrook, IL 2005 - Present Director of Accounting (2012 – Present) Oversee the financial planning and analysis team. Currently we are developing two new modules in our financial reporting software. The first will help us predict cash flow more accurately and will be used by department leads to make purchasing decisions as well as our Director of Treasury to make borrowing decisions. The second module will perform customer and product analytics. This will provide great value to our sales team in assessing the profitability of individual customers and products. Already this project has led to the automation of our daily sales report which previously involved two hours of time daily from four employees. • Responsible for the company’s 5-year financial plan currently being used for the sale of the Automotive division of Old World Industries. • Creating presentations for private equity firms and strategic buyers as part of sell-side due diligence. • Continuing expansion of financial reporting software to perform the critical tasks of cash management and customer profitability analysis. • Researching and evaluating GAAP principles and new FASB pronouncements. • Member of cross-functional team tasked with identifying ways to streamline and improve processes in various departments in the company. • Evaluating new ERP systems that will be able to sustain the growth trajectory of our company. • Oversee 401K audit and member of the company’s 401K committee. • Guiding and reviewing the work of the financial planning and analysis team. Financial Reporting Manager / Director of Financial Reporting (2006 – 2012) Responsibilities spanned all aspects of internal and external financial reporting (including the consolidation of our actual results, annual budget, and monthly rolling forecasts). In order to make this part of my role more effective, I developed the financial reporting software used at OWI (SAP Business Objects Planning and Consolidations). My team and I created a module in the reporting software to assist our tax department in preparing hundreds of federal and state tax returns. The tax module has saved OWI $2.5 million annually in consulting work that was previously outsourced. Due to the innovative adoption of the software at OWI, I have spoken at multiple trade shows to current and potential customers on behalf of SAP. Additionally, I had a key role in the sale of our chemical plant in both preparing future projections and giving working capital presentations to the final two companies looking to acquire the division.

Jason M. Schieffer - Page 2 • • • • • • • • • • •

Implemented financial reporting system that achieved a four day reduction in the accounting close cycle. Managed the annual financial plan process and reduced the length of the process from twelve weeks to six. Created rolling forecast model which is used to drive key strategic and financial decisions within the company. Performed buy-side due diligence for potential acquisitions and sell-side due diligence for divestitures of multiple Old World Industries divisions including a chemical facility and bottling company we owned previously. Acted as key team member that secured bank financing for the company in both 2007 and 2012. Directed month-end and annual close process. Wrote monthly management discussion and analysis for our executive management team and banks. Performed accounting close function for a commodity and interest rate hedging division within our company. Served as primary liaison with tax department. Coordinated and managed annual financial audits and annual collateral audits. Reviewed and signed all disbursements over ten thousand dollars.

Senior Accountant – Automotive Division (2005 – 2006) • Developed and documented full month-end close process for Automotive division. • Worked with cost accounting department and Corporate Controller to ensure completion of month-end close process for Automotive division. ARTHUR ANDERSEN, LLP & ROBERT HALF INTERNATIONAL, Chicago, IL 1999 - 2005 Staff Consultant / Senior Consultant Consultant for six years exposed me to a variety of companies and gave me the benefit of working with many people. During this period, I worked on projects with many different personality types and learned how to interact professionally with them and to work effectively in teams. Served as consultant on various Finance and Accounting projects: • Assisted in IPO for Hewitt Associates. • Performed controller role for Domino Sugar while the business was available for sale. • Implemented travel and expense reimbursement process for Chef Solutions, Inc. • Established process for centralization of cash deposits for Lutheran Social Services of Illinois. • Participated in the audits of various Arthur Andersen clients. HORWITZ & ASSOCIATES, Northbrook, IL Staff Accountant (1997 - 1999) • Performed month-end close duties for equipment leasing investment partnerships. • Produced and distributed brokerage client account statements. ADDITIONAL INFORMATION • • • • •

Passed all sections of the CPA exam. Presented user-product sessions at financial industry conferences representing SAP, Inc. and Aster Group, Inc. SAPPHIRE, SAP World Tour, SAP Financials, and SAP Reporting and Analytics Webcast presenter for Finance Leadership Exchange (peer website resource) specializing in developing rolling forecasts. (www.financeleadershipexchange.com) Treasurer of Culver School PTA

JOHN K. SHAW, CPA 35 Amaryllis Lane Lumberton NJ 08048 609-792-5000

[email protected] SENIOR FINANCIAL EXECUTIVE

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Senior Business and Financial Strategist with experience in providing C-Level management across domestic and international organizations with expertise in mergers and acquisitions, financial leadership, project management, integration, financial reporting, accounting policy and internal controls. Skilled in developing and analyzing external and internal financial statements including debt compliance, monthly analysis and pro forma reporting. Demonstrated abilities as team builder, recruiter, developer, motivator, and mentor to high-performing staff. Recognized for success in leadership on multiple mergers and acquisitions projects, in financial planning and analysis, and on SEC restatement projects. PROFESSIONAL EXPERIENCE

ACCRETIVE PARTNERS, LLC, Lumberton, NJ 2009-Present LLC formed to provide independent consulting to former clients. Specialize in financial and operational due diligence, financial reporting and analysis, accounting policy, internal controls, and financial management. Managing Director Provide valuation, acquisition and divestiture advisory services (buy-side and sell-side) to clients. Sell side activities included preparation of descriptive memorandum, potential buyer list, negotiation of deal terms and closing activities. • Planned and performed financial due diligence projects for private equity acquisitions and lender financing. Projects included analyzing and advising on: business performance, cash flows, quality of earnings adjustments, unit level economics, working capital requirements, integration synergies, and revenue recognition. • Consultant for a North American minerals company with 7 mining and manufacturing locations; the business services some the largest publicly traded companies in the oil and chemical industries. Project responsibilities included: developing and tracking key performance metrics, assessing the financial and operational viability of business segments, analyzing and remediating financial reporting discrepancies, and acting as the interim controller. • Services include redefining key performance metrics, developing division level profit and loss statements and management reports, assisting with GAAP financial statements and forecasting cashflows, and preparing financial information for private equity investors. • Evaluated clients’ investment decisions for business initiatives and merger and acquisitions, assessing customer revenue sustainability, product profitability, margins, and overall viability of the business model. • Senior Consultant for Haverford Capital Advisors, Inc., providing sell-side advisory services to the healthcare industry. Responsibilities included preparing information memorandum, valuation of the business, potential buyer list, and key negotiation provisions. Advised a private Human Resource Technology company, funded by GTCR Private Equity Group, on acquisition of services business, including: analysis of financial model; negotiation of letter of intent and purchase and sale agreement; and integration of call center operations. • Consultant with CMF Associates and The Intersect Group in performing buy-side due diligence and financial modeling for private equity groups including Frontier Capital and Trivest Partners.

KPMG LLP, Philadelphia, PA 1992 –2009 Director (non-equity partner) Transaction and Restructuring Services (2000 – 2009) Led over 300 domestic and cross border deals in 15 countries, including significant transactions involving Europe, the Americas, and Asia. Analyzed quality of earnings, evaluated cash flows, performed accounting for mergers and acquisitions, structured transactions, assessed SEC and IFRS reporting requirements and internal controls (SOX), critiqued financial models and reviewed purchase and sale agreements. Built and led teams of multi-disciplinary professionals in evaluating acquisition targets’ businesses, including financial, operational, tax, employee compensation & benefits, integration and information technology. Collaborated

John K. Shaw Resume – Page 2

with clients on business development, including evaluating potential acquisition targets, developing transaction structure, stand alone costs and synergies. • Managed a team of 15 professionals to evaluate financial reporting for two of the largest transactions consummated by Tyco International. Evaluation supported external counsel investigations related to improper accounting. Efforts resulted in termination of C-Level management, accounting firm, and restatement of SEC filings for purchase accounting. • Led a cross-functional team of 40 professionals including financial, tax, operation, and legal for the nearly $15 billion acquisition bid of Harrah’s Entertainment by Penn National Gaming. The project involved continuous troubleshooting and evaluating post-close action plans. • Advised a chemical company in developing carve out financial statements to separate businesses in a public filing with the SEC and London Stock Exchange. Identified and resolved carve out issues with management. Provided strategic advisory services to private equity firms and corporations to help them develop market entry strategies, identify acquisition targets, evaluate/refine investment thesis, and create business plans, while considering strategic and operational issues • Led the development and management of the Pittsburgh market place, including, analysis and assessment, interdepartmental planning, business development, recruiting/training and developing a due diligence team. • Established strong working relationships with new Pittsburgh clients, bankers, legal counsel, and other KPMG business units. Drove revenue from zero to $1.6M as a result of go to market efforts, product delivery, team mentoring and consistently meeting timelines. Senior Manager, Audit, Short Hills, NJ (1997– 2000) Manager, Audit, Short Hills, NJ (1995 – 1997) Senior Associate, Princeton and Short Hills, NJ (1992-1995) Planned, coordinated and implemented domestic and worldwide audit plans of 28 engagements annually with assets ranging from $1M to $5B, with simultaneous oversight of 15 professionals. Assessed financial and industry performance metrics. Recruited, trained and developed audit staff. • Advised client management in the development and review of consolidated financial statements, including preparation of pro forma financial statements and related SEC disclosures for public filings including IPO, 10-K, 10-Q, S-3 and S-8. IPO experience includes three companies in eighteen months with initial market capitalization ranging from $100M to $500M. • Identified and designed improvements to clients’ operational efficiencies, financial reporting and internal controls (SOX), resulting in $400,000 in additional revenue during fiscal 1999. Interim Controller, New Brunswick, NJ and Midlothian, VA (March 1995- September 1995) Recruited by ABB Power Generation’s Director of Business Development to serve as interim controller of a $1B division, of a $30B international power generation and transmission company. EDUCATION Kellogg School of Management, Northwestern University, Miami, FL/Evanston, IL MBA, 2014 Rutgers University, New Brunswick, NJ Mini-MBA-BioPharma Innovation 2009 Drexel University, Philadelphia, PA BS, Accountancy and Finance, (Dean’s List and Beta Alpha Psi) CERTIFICATIONS Certified Public Accountant, State of New Jersey and Pennsylvania AWARDS KPMG Business Relationship- 2008, KPMG Transaction of the Year- 2007, KPMG Teamwork Project- 2004 & 2006 PUBLICATIONS Quoted as Gaming Expert in the publication, Canadian Gaming Business; “Not Losing Sight of the Customer in the Current Economy” – January 2009

Ken Stasiak 23340 Miles Road Cleveland, OH 44128 USA Phone: (216) 927-8200 Email: [email protected] _____________________________________________________________________________________ SUMMARY

Mr. Stasiak currently serves as the Chief Executive Officer and Founder of SecureState, a management consulting firm specializing in information security. More than 14 years of thought leadership and innovation experience drive his vision to help organizations reach a secure state. With contagious passion, urgency and dedication, Mr. Stasiak has grown that vision into a company with more than 50 team members, and 250 clients around the world. His clients value him and look to him for guidance, his team members respect him, and his competitors loathe his keen business sense and industry forte. Mr. Stasiak’s analytical mind allows him to logically flow through the most complex business problems and find unique solutions that are easily understood by clients and team members alike. To those who want to learn, Ken is a knowledgeable, gifted instructor who appreciates the opportunity to drive individual growth and equip them with the tools they need to succeed in their position and advance their career. He has unique roots that enable him to effectively operate in both the business and technical worlds. He brandishes an ingenious business sense that helped build the company from the ground up and become a dominating presence in the information security consulting industry. Everything is done to further the simple company purpose of striving to make the world more secure. eMBA from Kellogg School of Management, Northwestern University, USA. _____________________________________________________________________________________ EXPERIENCE SecureState, LLC Founder and CEO

Cleveland, OH, USA 2001-Present

Key function is to set strategy and vision. Hands on with daily functions and has spent the past several years building towards operational excellence. Conducted efficiency studies, the results of which have yielded tremendous returns. Examples include the implementation of a real-time consulting platform, customized proposal and delivery systems with various integrations (CRMConsulting-Accounting), which leave SecureState posed for future growth, either organically or through M&A, without compromising quality of service. Have worked with various outside firms to perform customer analysis, focused on positioning SecureState to targeted customer segment. This understanding of customers in targeted markets has allowed SecureState to focus efforts and maximize investments to continue profitable growth, while capturing market share in targeted market.

Ken Stasiak

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Consultant focused on information security guidance for more than 16 years In addition to executive responsibilities, performs engagements and works with team members and clients to build innovative solutions Transformed business from an assessment company into a true business consulting firm with a sharp focus on security Drives an aggressive growth strategy Focused on how security can enable an organization to use technology securely to become more competitive while reducing overhead Has become the trusted partner and advisor for many of the nation’s most successful companies. Is the leader for the Cleveland chapter of the Open Web Application Security Project (OWASP) Has been the recipient of the following honors and awards: o Northeast Ohio Success Awards 2009-2013 o Weatherhead 100 Winner 2008-2013 – Northeast Ohio Fastest Growing Companies o Inc. 5000 2009-2012 – Fast Growing Companies Nationwide o Northcoast 99 Winner 2009-2013 – Northeast Ohio Top Places to Work o Cleveland Forty-Under-Forty – Top Business People Under Forty Holds the following security certifications: o Certified Information Systems Security Professional (CISSP), o Certified Information Systems Auditor (CISA), o International Information Systems Security Certification Consortium (ISC2) Holds membership in the following organizations: o Information Systems Audit and Control Association (ISACA) o Information Systems Security Association (ISSA) o American Society for Industrial Security (ASIS) o Association of Certified Fraud Examiners (ACFE)

_____________________________________________________________________________________ ARTHUR ANDERSEN Cleveland, Ohio Manager 2000-2001 _____________________________________________________________________________________ ERNST & YOUNG LLP Cleveland, Ohio Senior Consultant 1997-2000 _____________________________________________________________________________________ EDUCATION KELLOGG SCHOOL OF MANAGEMENT NORTHWESTERN UNIVERSITY Executive Master of Business Administration - Strategy, Finance and Marketing

Evanston, IL 2010-2014

THE UNIVERSITY OF AKRON Akron, Ohio Bachelor of Science, Accounting - Associates Degree Computer Program 1992-1997 _____________________________________________________________________________________

Edward F. Svejda

Analytical Sales Leader Delivering Top-Line Performance Through Integrated Engagement

Exceptional medical sales leader discovering, designing and delivering outcomes-driven and patient-centric solutions to hospitals, IDNs and GPOs throughout the Midwest and the nation. Extensive knowledge of quality, operational and financial metrics critical to the business of healthcare fuels privileged engagement and collaboration with Executive teams and other key leaders. Proven ability to lead teams through launches of new products while building existing brands. Effectively convert short- and long-term opportunities into top-line growth for employers and partners.     

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Performance Highlights

2013 Global Executive Leadership Award recipient 2013 Region of the Year Runner-Up with sales growth exceeding $5M 2012 Region of the Year with sales growth exceeding $5M 2012 Global Executive Leadership Award recipient 2011 MDCO Elite Sales Excellence Award recipient People Change Management Fostering Teamwork Coaching/Developing Network Development

The Medicines Company Associate Partner

Leadership Competencies    

Business Operational Efficiency Diagnostic Consulting Strategic Thinking Analytical Vision

Leadership Experience

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Personal Learning Agility Self-Awareness Flawless Integrity Critical Thinking 2007 – Present

Recruited into the company as a critical care business manager, then developed and promoted to Associate Partner for the central region after a successful interim experience. Current regional cardiovascular acute care portfolio valued at ~$80M extending across 13 managers in 12 central states. Co-responsible for protecting the current business and driving new portfolio revenue for acute care pharmaceuticals and drug-eluting stents in IDNs and independent hospitals throughout the region. Collaborate with colleagues of the American College of Healthcare Executives, the American Heart Association, Chicago Healthcare Executives Forum (CHEF), Boston Scientific, Astra Zeneca and The Medicines Company to deliver integrated, customer-centric solutions across the continuum of care for cardiovascular disease. In-House assignments include projects in marketing, sales analytics and operations.  Selected by SVP as marketing liaison for product life-cycle planning.  Experience leading teams through co-promotions, product launches and recalls.  Inspire, coach and mentor managers through day-to-day activities and focused developmental projects.  Facilitator for on-boarding of managers, including interviewing, training and certifying.  Architect for regional quarterly sales goal-setting strategy.  Collaborator on national market access strategies and tools.  Leader for establishing and communicating hospital- and patient-focused value propositions for product portfolio. CHICAGO, IL 60647 | [email protected] | 773-517-4562

Edward F. Svejda

Analytical Sales Leader Delivering Top-Line Performance Through Integrated Engagement

Schering-Plough (Millennium Pharmaceuticals) | Chicago, IL Cardiovascular Sales Specialist

2005 – 2007

Initially hired by Millennium to promote Integrilin, then the cardiovascular business was acquired by Schering-Plough. Grew the Chicago business for Integrilin to Rank #1 in the nation.  2007 National Sales Rank #1, reported through May 2005—last known ranking.  2006 Sales Rank #1 in the district, #8 in the region and #13 in the nation.

LifeCor | Illinois & Wisconsin Cardiovascular Device Representative

2004 – 2005

Member of 20 person launch team for the world’s first wearable defibrillator, LifeVest. Responsible for building the brand throughout Illinois and Wisconsin. Successfully increased sales with interventional cardiologists and electrophysiologists.  2005 Sales Rank #6 in the nation.  2004 Sales Rank #20 in the nation.

Purdue Pharma, L.P. | Chicago, IL Pain Specialty Sales Representative

2003 – 2004

Recruited to rebuild OxyContin sales in Chicago after fallout brought on by the media. Managed public and professional opinions to reposition OxyContin for appropriate moderate and severe pain patients. Launched Spectracef, an antibiotic, during tenure and led the district in sales.  2004 Sales Rank #1 for Spectracef.  2003 Sales Rank #260 of 660 for OxyContin.

Johnson & Johnson (Ortho-McNeil Pharmaceutical) | Chicago, IL Primary Care Sales Representative

2001 – 2003

This position represents entrance into the pharmaceutical space whereby an outstanding training program paved the way for developing a highly-agile and ethically-sound professional. Successfully learned the business of pharmaceuticals and built multiple brands over the course of two years. Promoted to District Trainer in 2002 while enrolled in the Management Development program.

 2002 Sales Rank #1 of 50.  2001 Sales Rank #7 of 50.  Awards Include: Rookie of the Year (2001), Ultracet “Fast Start” (2001 & 2002), Levaquin “Star in a Blockbuster” (2001) and Ditropan XL “Beat L.A.” (2001).

Education

Kellogg School of Management – Northwestern University | Evanston, IL Master of Business Administration (MBA) – Expected June 2014

2012 – Present

Krannert School of Management – Purdue University | West Lafayette, IN Bachelor of Science in Business Management (B.S. in Management)

1994 – 1999

American College of Healthcare Executives | Chicago, IL 2012 – Present Fellow of American College of Healthcare Executives (FACHE) – Expected August 2015

CHICAGO, IL 60647 | [email protected] | 773-517-4562

Ravi V. Thakkar 847.769.8626 | 1659 Joseph Court, Buffalo Grove, IL 60089 | [email protected]

SUMMARY Product leader at Motorola Mobility, a Google company, with expertise in product marketing, sales, engineering, supply chain, e-commerce, and cross-functional leadership. High performer with a diversified skillset that is consistently put on the Big Bet projects for the company. Equally strong business and technical acumen to make decisions that drive strong business results. Selected by senior leadership team to run World’s First programs such as built-to-order smartphones and converged computing devices. Products that I have led have won Best of CES and Time Magazine’s Top 10 Gadgets of the Year Awards. This year I was invited to be a member of the Product Leadership Team for the company. I’m interested in a leadership position that goes beyond incremental progress and can take a company to the next level. Consistently ranked as a top performer, fast learner, and identified as a high-potential employee with a track record of innovation and execution. Areas of expertise:  Product Management & Strategy  Product Operations & Execution  E-Commerce & Direct-to-Consumer Sales  Software Product Management

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Strategic Account Management Customer Negotiation Applications & Services Development Cross-functional Team Leadership

EXPERIENCE MOTOROLA MOBILITY (a Google company) Group Product Manager, Emerging Business, Chicago, IL (2012 – Present)  Designed, developed, and launched world’s first smartphone customization platform, established ecommerce channel and integrated the offering into traditional retail channel driving a 30% increase in revenue.  Delivered program on unprecedented timeline - 10 months from conception to launch in a startup environment with a co-located team, which was otherwise estimated to be a 24-month project.  Led cross-functional team comprised of development, program management, supply chain, finance, marketing, legal, IT and operations to execute a complex system integration effort with the industry’s first US factory operations.  Drove wholesale shift in Motorola’s marketing campaign to promote MotoMaker on Moto X as the company’s differentiator and became the foundation for the entire corporate strategy.  Hosted New York City press interviews with key media outlets. Moto X received exceptional reviews NBC, CNN, Laptop magazine, CNET and many more. Recognized in 10+ “Best of 2013” lists.  Inventor on patent filed with USPTO for unique retail integration solution.  Recognized by CEO for exceptional performance in driving turn around of the company. Chief of Staff, Supply Chain, Libertyville, IL (2012 - Rotation)  Responsible for global supply planning and escalations to the Chief Procurement Officer.  Exceeded performance metrics for stock in channel, E&O, and ship commit goals.  Led personnel planning, career development, and hiring for over 80 employees across 10 sites. Sr. Manager, North America Technical Sales & Operations Libertyville, IL (2010 – 2012)  Led sell-in, negotiation, certification, and life cycle management of high tier product portfolio as customer interface to AT&T, a strategic and high volume customer for Motorola.  Directed product operations for Motorola’s first converged computing device, Webtop on Atrix, that was ranked in the Top 5 products that contributed to the North America P&L and was recognized with the “Best of CES” award in the smartphone category.

Ravi V. Thakkar 

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Executed Atrix 2 smartphone in fastest development cycle time achieved to date. Atrix 2 was recognized with the "Best of CTIA" award and for its exceptional quality and innovation. Spearheaded marketing plan and pitch to AT&T’s leadership to successfully secure the national marketing promotion for the launch of Atrix HD, Motorola’s 1st LTE product at AT&T. Sold-in and launched services including Connected Media, Remote Access, and Cloud Services that drove the largest service revenue generation of any Android device in AT&T’s portfolio. Quickly built strong relationships within AT&T’s technical, business, and leadership teams to become the “go to” person for driving the ranging of products with senior leaders at AT&T’s headquarters and with their regional presidents.

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MOTOROLA, INC., Libertyville, IL Product Manager, Software & Cloud Services (2009 – 2010)  Defined feature set of 8 global products and 2 major platform releases that generated over $1B in sales.  Identified social networking as growth area for Motorola, established strategy, and initiated first contacts with Facebook leadership prior to the explosion of social networks.  Managed software bill of materials and drove cost down to 25% under budget.  Special recognition by SVP of Product Management for exceptional performance. Experience Manager, Mobile Devices (2008 – 2009)  Defined the user experience of location based services and social messaging on Motorola’s first products in this category. Provided direction to partners in Israel, UK, and North America to execute the implementation.  Managed product user interface for dozens of applications preloaded on the device and ensured that the consumer experience was simple, consistent, and fast. Applications Lead, Engineering (2007 – 2008)  Directed planning and execution of 50+ mobile applications for mid-tier product line.  Responsible for marketing and sell-in to global customers including Vodafone & Telstra.  Led team of nine individuals to ensure delivery of applications for the product platform.  Managed software bill of materials and $2M Research & Development budget.  International experience with customers and partners in Europe, Asia, and Australia. EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Executive MBA, degree expected December 2014  Chair of the Industry Committee UNIVERSITY OF ILLINOIS AT URBANA-CHAMPAIGN Bachelor of Science in Computer Engineering, 2007  Founder & Chairman of Engineering Initiatives & Engineering Alumni Ambassadors  Product Development & Marketing Intern, Motorola, 2004-2007  Part-time University Ambassador, Motorola, 2005-2007  Knighted by University of Illinois College of Engineering - Highest Student Distinction ADDITIONAL INFORMATION     

Consistently Ranked as Outstanding Contributor (Top 10%) at Motorola University of Illinois – Alumni Board of Directors for Electrical and Computer Engineering Department Recipient of Bravo Award for Leadership – Motorola Mobility Business Management Certificate – University of Illinois 2008 Global experience and can speak Hindi, Gujarati, Kutchi, and basic Spanish

JOHNATHAN W. VAN METER 623 Paris St., Menasha, WI 54952 (619) 246-3992 · [email protected] http://www.linkedin.com/in/johnathanvanmeter SUMMARY Decorated combat veteran and best-selling author with 12 years of international management experience and a history of superior results improving organizational processes, growing revenue and EBITDA, accomplishing strategic objectives with disciplined risk taking, and developing human capital at the entry, mid-senior and enterprise levels. EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL Master of Business Administration, degree expected June 2014 UNITED STATES NAVAL ACADEMY, Annapolis, MD B.S. in History with General Engineering concentration, 2002 • Ranked #1 of 1,231 freshmen during military indoctrination training • Squad Leader and Platoon Commander leadership positions • Graduated Navy SEAL candidate selection program EXPERIENCE ILLINOIS TOOL WORKS (ITW) LEADERSHIP DEVELOPMENT PROGRAM, Glenview, IL 2012 - Present Alumnus of an elite, 5-person Fortune 200 development program with rotational exposure to marketing, sales, and operations management in order to groom senior leaders for ITW’s diversified, international businesses. Commercial District Sales Manager | ITW Welding Group, Houston, TX (2014 – Present) Manages all branch retail operations and distributor accounts in eastern Texas; drives go-to-market campaigns via inside sales personnel maximizing sales growth and top-of-mind awareness of entire ITW Welding portfolio. Product Manager | Miller Electric Mfg. Co., Appleton, WI (2013 – 2014) Oversaw customer life-cycle management for a global, multi-channel, multi-product portfolio including the industry leading Bobcat® and Trailblazer® welding lines; created B2B and B2C upsell/cross-sell marketing campaigns directed at fabrication, construction, and oil & gas markets generating $125M in annual revenue. • Reduced portfolio offerings and production costs while driving users to higher margin products • Launched a new industrial market product; reached $1M revenue mark in less than two months • Commonized components across three product lines; simplified production lines saving $22K a year • Led sales team at largest trade show in Kansas; earned second highest revenue in show’s 59-year history Business Development Manager | Miller Electric Mfg. Co., Appleton, WI (2012 – 2013) Provided financial, analytical and forecast analysis for evaluating business initiatives and joint ventures while developing strategic plans and tactical recommendations for senior executives. • Modeled market growth and sales projections justifying ROI for a new product development initiative • Transformed social media use expanding homepage content, loyalty programs & e-commerce traffic • Forecasted construction industry dynamics; grew sales while eliminating $1.2M in marketing costs • Led cross-functional team tasked with researching VOC analytics; prevented $7M in revenue loss

John Van Meter- Page 2 UNITED STATES NAVY 2002 - 2012 Staff Officer | Destroyer Squadron Fourteen, Jacksonville, FL (2010 – 2012) Chief Information Officer for the largest destroyer squadron in the U.S. Navy. • Managed complex, international supply chains to deliver just-in-time technical solutions and components to degraded warships ensuring continuous, world-wide operations • Accomplished the time-critical installation of Host Based Security Systems on 15 state-of-the-art warships mitigating vulnerability against terrorist cyber-attacks • Identified a Navy-wide system maintenance deficiency and developed a corrective training plan for technicians saving over $400K in maintenance costs in FY2011 Department Head | USS Taylor (FFG 50), Jacksonville, FL (2009 – 2010) Department leader aboard a U.S. warship with 45 direct reports and a $1.5M budget. • Saved $104K through the use of an electronic component refurbishment program focused on extending the service life of high failure electronic components • Created a classified briefing on innovative, anti-submarine warfare tactics briefed to the highest ranking officer in the U.S. military and used to increase U.S. threat response capabilities Finance Consultant | Combined Security Transition Command, Kabul, Afghanistan (2008 – 2009) Advisor to the Ministries of Finance and Interior for the budgeting and disbursement of the Law and Order Trust Fund for Afghanistan’s $613M endowment. • Prepared budgets, financial edicts and executive directives for signature by President Hamid Karzai • Restructured HR contracts worth $500K while saving $182K in administration costs • Solved a nation-wide distribution challenge implementing the country’s first electronic banking system • Ended three years of negotiation deadlock surrounding the launching of M-Paisa, a joint venture by Roshan Mobile, Vodafone and First Micro Finance Bank Operations Officer | U.S. Southern Command, Miami, FL (2006 – 2008) Directed operations and conducted strategic planning with Booz Allen Hamilton consultants for the Department of Defense headquarters in charge of interagency operations in Latin America and the Caribbean. • Augmented multi-cultural staffs as an expert-in-residence to build capacity and capability for Pentagon level certification exercises and real world crisis response operations • 1 of 5 officers chosen to coordinate the 2008 Haiti international disaster relief effort • Implemented a process to disclose sensitive intelligence documents to foreign governments that became the standard model across the Department of Defense Team Leader | United States Marine Corps, Ar Ramadi, Iraq (2005 – 2006) Led a 4-man special operations unit on over 100 overt and clandestine combat operations in Iraq while managing limited resources in austere environments with decisive success. • Distinguished graduate of unit’s selection course with 60% attrition • Mentored multi-national military officers while building strategic alliances with indigenous tribal leaders increasing support for U.S. strategic objectives Communications Officer | USS Carr (FFG 52), Norfolk, VA (2002 – 2005) Senior IT manager with 8 direct reports aboard a U. S. warship deployed overseas. • 1 of 2 shipboard personnel with TOP SECRET clearance charged with safeguarding classified cryptographic materials used to encode/decode naval communications ADDITIONAL DATA • • •

Visiting Lecturer, Lakeland College, Leadership & Project Management Co-authored LA Times Bestseller, In the Shadow of Greatness Junior Achievement Mentor; United Way Emerging Leader

DAMIEN R. VARELA 3232 N. Halsted St. Unit #D712 Chicago, IL 60657

[email protected] 773.218.8073

Seeking a challenging opportunity within the finance or private equity field that allows me to utilize my current skills to assist in advancing a business

OBJECTIVE

EDUCATION

Warrington College of Business, University of Florida – Gainesville, FL Bachelor of Science in Business Administration, May 2001 Finance and Insurance Major

Kellogg School of Management, Northwestern University – Evanston, IL Executive MBA Program – anticipated MBA degree December 2014 PROFESSIONAL EXPERIENCE

McDonald’s USA, Chicago Region – Warrenville, IL  

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Regional Controller; June 2012 – present Responsible for all areas of financial management, including strategic planning, measurement, budgeting, analysis and training Support Owner Operators in the largest Co-Op within the Chicago Region and Central Division (MOCNI – McDonald’s Operators of Chicago & Northwest Indiana), which accounts for nearly two-thirds of annual Regional sales. Also provide support to the Milwaukee and Rockford Co-ops. Responsibilities include providing business and financial perspectives to improve Owner Operators’ financial position by analyzing, monitoring and reporting overall business results Participate in the financial planning process with Owner Operators using Profit Generator and the 5-year Reinvestment Tool to provide recommendations to meet cash flow and equity metrics Apply U.S. financial and development policies to business-related projects, including new, relocation, rebuild and major remodel projects; consult with Owner Operators on these projects to assist them in cash flow and financial ratio projections Monitor Owner Operator Financial Health by evaluating trends and root causes for cash flow increases/decreases; consult with Owner Operators on recommendations to improve profitability Perform business reviews by evaluating and analyzing key financial metrics and trends to conclude whether Operators are financially eligible for growth and rewrite; involves working directly with an Owner Operator’s CPA firm and analyzing key financial statements, including the Balance Sheet, P&L and debt summaries Prepare monthly and quarterly Sarbanes-Oxley documentation relating to the Balance Sheet, Accounts Receivable and Property Disposition Reserve (PDR) Present at Co-Op meetings on topics that include cash flow results, commodity outlooks, Regional initiatives and Healthcare Reform Responsible for calculating and communicating pricing information for new product and promotional food events at special venue locations including airports and tollways Serve as key conduit of education and communication for Healthcare Reform in the Chicago Region; responsibilities include monthly communications and conducting Q&A calls with Owner Operators to field questions and provide insight into the law.

Financial Leadership Development Program (FLDP); August 2012 – April 2013  Participated in the inaugural program which focused on McDonald’s key leadership competencies in addition to situational leadership and people development  Completed a business learning project focused on global labor metrics; tasks included meeting with key business stakeholders, understanding existing metrics and developing new ways to measure labor effectively. Presented key learnings and recommendations to members of Executive Management  Partnered with a mentor/coach throughout the program to assist in improving developmental areas

McDonald’s Corporation – Oak Brook, IL  

Investor Relations & Financial Communications Manager; January 2010 – June 2012 Worked closely with both Investor Relations and McDonald’s Executive Management to prepare internal and external documents relating to monthly sales and quarterly earnings releases Responsible for creating Q&A documentation for Executive Management in preparation for quarterly earnings releases and analyst calls, as well as investor visits and analyst conferences.

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Developed speeches for Executive Management in preparation for analyst conferences Assisted the Chief Financial Officer with the annual dividend analysis by reviewing financial models, providing an overall recommendation and partnering with the Treasury department and Corporate Controller Group to develop presentations to the McDonald’s Board of Directors Prepared quarterly competitor updates against key restaurant competitors (i.e. Burger King, YUM Brands, Starbucks and Wendy’s) by reviewing their published financials and creating a summary with distribution to numerous company stakeholders Managed the creation, design and production of the McDonald’s Annual Report Helped coordinate and plan the McDonald’s Biennial Investor Conference by working closely with key stakeholders (i.e. Executive Management, Menu Management, Creative Services and Wall Street analysts); tasks included speech writing, financial analysis, presentation development, menu development and logistics Oversaw the department’s budget coordinator by coaching and providing feedback on deliverables that were provided to Investor Relations Management Internal Audit Manager – Corporate & North America; January 2007 – January 2010 Created and executed the department’s annual internal audit plan for the U.S., Canada and Corporate functions, including coordination of resources from third-party providers Managed and led a team of six Supervisors by establishing clear project objectives and career development goals for each individual and ensured results were achieved Prepared project work plans and audit methodologies that described in detail the nature, timing and extent of internal audit procedures for all projects Managed operational and internal control reviews for both domestic and international markets; also contributed to process improvements of audit methodologies Developed the McDonald’s restaurant audit platform, in conjunction with a third-party service provider, by creating a risk assessment and continuous control monitoring process that identified high-risk locations across the U.S. and Canada Completed several department initiatives, including the development and execution of the annual risk assessment for determining projects for subsequent periods Developed annual budget for the Americas function; managed team to adhere to goals Served as Internal Audit liaison for two McDonald’s Business Suite (MBS) Oracle modules that were implemented in February 2010; work included documenting key risks and controls for each module and creating deliverables that assisted the MBS lead

Internal Audit Supervisor, January 2005 – January 2007 Performed operational and internal control reviews supporting McDonald’s U.S., Canadian and Latin American operations, including corporate departments, regions and suppliers  Managed and led other Internal Audit staff during audit engagements, which included preparing project assignments and work paper reviews, as well as delivering feedback at project conclusion  Assisted in testing and evaluation of internal controls related to McDonald’s accounting and financial reporting functions in accordance with Sarbanes-Oxley Section 404 for both domestic and international markets 

Protiviti Inc. - Chicago, IL Senior Consultant; May 2004 – January 2005  Assisted clients with Sarbanes-Oxley Section 404 compliance reviews; Responsible for testing controls within the financial reporting, treasury, payroll, tax, expenditures, inventory, fixed assets, revenue and segregation of duties cycles

The Home Depot - Atlanta, GA    

Senior Auditor; May 2002 - April 2004 Determined risks of core processes within growth, operational, merchandising and finance projects that supported The Home Depot’s business strategy using Six Sigma methodologies Evaluated key business processes and identified business risks, root causes and improvement opportunities within project engagements Led teams to create sophisticated data collections plans, and analyzed manipulated data for trends and exceptions using Six Sigma tools and applications Evaluated the effectiveness of controls and identified sustainable solutions to correct problems

JUAN CARLOS VELASQUEZ Av. Dr Chucri Zaitan246 Sao Paulo, 04583 SP, Brasil Phone: +55 11964086822 Email: [email protected] _____________________________________________________________________________________ PROFILE Senior Manager with cross functional experience in Business and P&L Management, Strategic Business Planning and Operations Management. Extensive International experience having been based in Latin America, Europe and the US as well as having carried out several assignments covering multiple geographies (Europe, North / South America, Asia, Oceania, Middle East and Africa). Results oriented, decisive, and innovative leader who thrives in a dynamic and challenging environment with the ability to remain pragmatic. Strong leadership skills with proven analytical and problem-solving proficiency. Excellent communication skills being able to address multiple audiences. MBA from Kellogg School of Management, Northwestern University, USA. ____________________________________________________________________________________ EXPERIENCE NESTLE BRAZIL Sao Paulo, Brazil Nestlé Professional Beverage Manager 2013-Present Nestlé Professional is Nestlé’s globally managed business which focuses on Out of Home consumption offering its customers specific food and beverage solutions tailored to the needs of the different channels. • • • • •

Responsible for the Beverage Business Unit of Nestle Professional Brazil (turnover of ~ 80 M CHF) and for the development of the local business strategy as well as for a team of ~ 150 people Turned around the Beverage OOH Business which had stagnant results in the previous 3 years, achieving double digit growth, both in volume and value, being able to implement significant pricing as well as +300 bps profit improvement. Ensured roll out of new solutions and products as well as geographic expansion of the business Developed improved Integrated Commercial Plan including key commercial (marketing, trade promotions, pricing, channel / customer prioritization, etc.) and operational activities Managed required CAPEX (~ 5 M CHF) including development and presentation of business case and financial justification aimed to obtain corporate approval of these funds.

NESTLE MEXICO S.A de C.V Nestlé Professional LATAM, Regional Operations Manager • • • •

Ensured product sourcing / availability and cost management by working closely with Nestlé in the Market across the LATAM region. Supported sourcing decisions / analysis for intermarket supply, make vs. buy, adapted sourcing strategies and managed arbitrage for critical products. Responsible for the Capital Investment budget and management (~20 M CHF annually) Led more than 80new product introduction and reformulations focusing on consumer preference Led several savings projects with positive bottom line impact of more than 100 bps

NESTEC S.A., NESTLE INTERNATIONAL HQ CO - Operations Strategies, OS Manager & OS Project Leader •

Mexico City, Mexico 2010-2012

Vevey, Switzerland 2007-2010

Managed multiple teams / projects aimed to provide direct input to the definition of Global / Regional and Market Business Strategies, being responsible for the senior stakeholder management and communication process.

JUAN CARLOS VELASQUEZ •

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Responsible for management of Operations Strategies assignments in several product categories related to Business Improvement, Competitive Analysis, Product Portfolio Optimization, Investment/Sourcing Strategies and Capacity Management across multiple geographies (Europe, North / South America, Asia, Oceania, Middle East and Africa) Lecturer on Operations Competitive Analysis and Benchmarking at the Nestlé International Training Center in Rive Reine (Switzerland).

CO - Operations Strategies OS Project Leader •

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2005-2007

Led teams and strategic international projects based on value creation analysis such as Business profitability / turn around, Competitive Analysis, Investment Strategies (CHF 30 to 200 M), inhouse sourcing & make vs. buy across several product categories & geographies.

NESTLE USA Glendale, CA, USA FM Implementation Manager 2003-2005 Responsible for the implementation and roll out of Future Manufacturing Initiative (2 years mission) reporting to Executive Vice President of Operations Nestlé USA & Canada • •

Led a cross functional team (Manufacturing, Engineering, Safety & Environment, HR & Training, Finance, etc.) to design key principles, set up and implementation of Future Manufacturing Initiative. Trained locally based successor to ensure continuation of the initiative. Collaborated with Senior Operations Leadership team to ensure successful launch and roll out.

NESTEC S.A., NESTLE INTERNATIONAL HQ Vevey, Switzerland Nestlé Productivity Team Project Leader & Team Analyst 2002-2003, 2000-2001 • Identified savings of ~100 M CHF (10% of budget in scope) by leading cross functional team focusing on operational improvement and financial objectives setting for Nestlé Waters Globally. • Developed the improved Operations structure of Nestlé UK aimed to implement a leaner structure by working closely with Technical Management and Factory Managers. • Implemented new methodologies and systems aimed to increase productivity, improve quality and optimized costs at multiple factories resulting in cost improvements of ~40 M CHF BASF Ludwigshafen, Germany Research Analyst / Diplomarbeit 1999 • Developed models to simulate distillation processes applicable to the Chemical Industry and conducted laboratory test at in-house facilities to validate these models. _____________________________________________________________________________________ EDUCATION KELLOGG SCHOOL OF MANAGEMENT NORTHWESTERN UNIVERSITY Executive MBA

Miami, FL/Evanston, IL, USA 2013

UNIVERSIDAD PONTIFICIA BOLIVARIANA Medellin, Colombia Bachelor of Engineering - Chemical Engineering 1998 _____________________________________________________________________________________ LANGUAGES Spanish (Native), Fluent in English, German, Portuguese, French

Fernando Wey 2535 Churchill Drive, Saint Joseph, MI 49085 Phone: (269) 252-8937 / Email: [email protected] SUMMARY Global executive with marketing and business experience developed in multinational companies in the US and Latin America. Business acumen and strong leadership profile with proven track record of results leading teams of over 20 people and managing P&L of U$1Bi in revenue. Analytical mindset with great ability to simplify complex scenarios and define winning strategies. Business enthusiast with passion for challenges and creative solutions. EXPERIENCE WHIRLPOOL CORPORATION, United States, Benton Harbor, MI 2012 - Present Sr. Marketing /Category Merchandising Manager – Front Load Laundry (2 direct reports – manager level) Invited by the North American Marketing VP to move to the company’s headquarters with a challenge of defining the business strategy and marketing actions to turnaround the category’s profitability in the US market. Responsible for managing a P&L of US$1Bi in revenues and a product line of up to 100 skus. • • • •

Developed and implemented the strategy that brought the category to achieve its profitability turnaround and market leadership in 2013, delivering the best financial results since 2008, growing 9 pts of share YoY. Led the go to market initiatives with Sales, Operations and Brand to launch a completely new product line under Whirlpool, Maytag and Amana brands. Represented the category in tradeshows across the country and negotiated pricing, flooring and merchandising activities with Big Boxes (Lowes, Sears, Home Depot, Best Buy) and general retail. Defined the product roadmap to keep the leadership position and profitability for the next 5-7 years

WHIRLPOOL LATIN AMERICA, Brazil, Sao Paulo, SP 2007 - 2011 Sr. Marketing/Category Manager – Cooking Category (2010 – 2011) (6 direct reports – manager and analyst levels) Responsible for consolidating Whirlpool’s position in its biggest market in LATAM, Brazil, and building a strategy to achieve market share leadership with profitable growth. My core responsibility was to define the short-term business strategy and lead the marketing, sales and operations teams towards our growth goals. • • • •

Developed and implemented the strategy for each one of our Big Boxes and Key accounts, considering the different competitive scenarios and implementing targeted marketing and commercial actions for growth. Implemented the most effective motivational campaign in the recent history of the company, engaging the entire sales, trade and operations teams. It became the reference for motivational actions inside the region. Launched a 360 marketing campaign with TV and magazine advertisement, PR actions and point of sales materials. Developed a direct marketing plan creating a new and interactive webpage, using online advertisement and marketing actions with architects and leading partners such as Unilever. In 2 years the category moved from the 4th position to the 2nd position in share volume and 1st position in share value. In 2011 it became the most profitable category in our global operation.

Sr. Strategy and Product Development Manager – Cooking, Laundry, Dishwasher LATAM (2009 – 2010) (8 direct reports – manager and analyst levels) Due to the results achieved while leading the cooking category in LATAM, I was invited to undertake the responsibility of two additional areas (Laundry and Dishwashers), with the challenge of redefining the business strategy, product and innovation road map, leading its execution in the region. These categories were accountable for 60% of the company’s revenue in the region.

Fernando Wey – Page 2 • Defined and implemented the strategy that doubled the Dishwasher business in 18 months. Under this challenge we not only redefined the entire product line, but also moved the production to a different facility in order to get cost benefits that would allow more aggressive pricing without deteriorating our margins. • Renewed the entire Laundry line launching the first combo Washer&Dryer product worldwide for Whirlpool Sr. Strategy and Product Development Manager – Cooking Categories LATAM (2007 – 2009) (4 direct reports – manager and analyst levels) Hired with the challenge to lead one of the most important challenges in the history of the company: turn the cooking business into a profitable one in the Latin America region. Responsible for understanding the consumer needs and competitive scenario in each country and work with sales, brand, operations, manufacture and the country leads to define the long-term strategy and the product and innovation roadmaps. Represented the region in global forums, aligning our strategy, actions and leveraging best practices with N. America, Europe and Asia. • • •

Lead the cooking turnaround that brought the category to positive EOP for the first time in 60 years. Launched the Built in product line (cooktops, built in ovens and deco hoods) under the Brastemp and Whirlpool Brands in LATAM. The most innovative and profitable portfolio in the region. Launched the new Brastemp product line (ranges) for mass market. More than 20 new products that were accountable for doubling the category’s profitability and sales in the region. Among the new features and innovations launched was the first range with steam oven in the world.

VIVO (Telecom Carrier - subsidiary of Telefonica from Spain), Brazil, Sao Paulo, SP 2001 - 2007 Marketing Manager, 20 direct reports – manager and analyst levels (2005 – 2007) Product Manager, 4 direct reports (2004 - 2005) Marketing Senior Analyst (2001 - 2003) Responsible for defining the marketing strategy and action plan to increase sales, customer profitability and loyalty. Accountable for the development of new products and services and for defining the advertisement strategy for promotional campaigns and marketing actions leveraging the on-line, direct marketing and mass marketing tools. Created incentive campaigns/contests for the sales teams. • • • • • •

Created the service that allowed customers to earn bonus in minutes according to their incoming calls. Biggest innovation in the Brazilian market and brought US$50millons NPV in 6 months. Accountable for the strategy that led to the profitability turnaround for the Pre Paid product line. Led the negotiation and development of many marketing actions in partnership with companies such as Nike, Coca-Cola, Cinemark, Bradesco Bank, Itaú Bank, Visa, Mastercard and Carrefour. Developed and launched the “Recarga Premiada”, a marketing action that increased the prepaid category’s revenue in 45% and earned the “TOP of Marketing” award in 2004. Developed the “Carrega Brasil”. A promotion in partnership with Nike and CBF (Brazilian Soccer Federation) that received the “TOP de Marketing” award in 2003 and achieved 300% ROI (US$26M). Created the “Programa de Pontos”, the main platform used by the company to increase customer loyalty.

REDECARD (Credit card industry - Citigroup Subsidiary) Brazil, Sao Paulo, SP Internal Consultant, Project Lead, Intern

1997 – 2001

EDUCATION Executive MBA, Kellogg School of Management, Northwestern University, Evanston, IL, expected 2014 MBA, Escola Superior de Propaganda e Marketing, Sao Paulo, SP, Brazil, 2004 BA Business Administration, Mackenzie University, Sao Paulo, SP, Brazil, 2001

LANGUAGES Portuguese (Native), English (Fluent), Spanish (Intermediate)

JOON YOON 4504 Denver Drive, Plano TX, 75093 Phone: 972 533 3442 | Email: [email protected] SUMMARY Global Business Executive with over nine years of international experience in strategy and operations with an acute focus on creating revenue generating opportunities in APAC, Europe, Africa, and the Americas. Proven track record of advising C-Level executives from Fortune 100 along with senior government officials around the globe delivering over $100MM of tangible value on their strategic initiatives. Results-oriented leader with strong leadership and management skills, leading teams of 20+ headcount with P&L responsibilities of $30MM. EXPERIENCE ACCENTURE Europe, Africa, Asia-Pacific, North America Manager 2012–Present • Delivered revenue increases and cost savings in excess of $100MM to multiple Fortune 100 clients in the Communications and High Tech industry • Managed $30MM P&L budget across 6 programs. Met financial and headcount targets. • Led large teams of over 20 direct reports on global transformational programs in strategy, operations, and technology engagements • Represented Accenture as the North America Volunteer Service Overseas Ambassador; designed and promoted opportunities for employees to volunteer in developing countries to support governments and non-profit organizations • Participated in multiple industry speaking engagements about public and private sector partnerships in developing markets ACCENTURE DEVELOPMENT PARTNERSHIPS Kenya, Rwanda, Uganda, Ghana, Haiti Business Development Advisor 2010-2012 • Developed double bottom-line metric strategies and programs for 10+ clients with combined revenue lift of over $25MM and direct, positive impact on social indicators in education, health and economic development as measured by the United Nations • Designed, negotiated, and structured proposals and deals of $43MM with C-Level Executives from US multi-national corporations in emerging markets in conjunction with US and national governments and international NGOs • Created US market entry strategy for an international non-profit organization and presented findings to Queen Silvia Renate of Sweden and the Majesty’s royal trustees, securing $1MM from donors • Developed and implemented best practice convergent partnership strategies and tools for Accenture UNITED NATIONS Namibia Government Relations Senior Consultant 2009-2010 • Developed the 2010-2015 National Strategic Framework (NSF) for HIV/AIDS that provided strategic policy, planning, and implementation guidance along with thought leadership for the President of the Republic of Namibia and Minister of Health and Social Services, utilizing a US$1BB budget to implement. NSF was approved by Parliament and the President of Namibia, and then commissioned by the government in 2010. • Designed innovative public and private partnership models and proposed new tax structures to generate US$500MM for HIV funding • Lobbied and negotiated with key government stakeholders, including the President, Members of Parliament, and the Minister of Health and Social Services, to modify existing HIV/AIDS laws and policies

JOON YOON • •

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Developed relationships with C-Level executives, government officials, and country directors from multilateral and bi-lateral agencies to facilitate dialogue and partnerships, raising sustainable financial and human capital support Created a National Operational Plan and four Regional and Sectoral Operational Plans to facilitate a multisectoral and decentralized planning and implementation of the NSF

ACCENTURE Italy, Australia, Malaysia, UK, India, US Consultant 2007-2010 • Conducted $50MM asset valuation and revenue allocation strategy to monetize 1,000+ nation-wide cell phone towers • Developed and executed Blue Ocean Strategy and market entry plans for new product launch, generating annual revenue of $75MM and reducing costs by $660K • Developed Operating Expense (OpEx) cost reduction strategy for CFO, delivering $20MM in savings ACCENTURE Italy, Australia Business Analyst 2004-2007 • Conducted competitive market analysis to identify trends in global communications marketplace • Positioned Accenture assets to enable sales of $700MM in Europe and Asia-Pacific • Drove executive discussions on strategic/operational issues and risks to identify solution _____________________________________________________________________________________________ EDUCATION KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY Evanston, IL Executive Masters of Business Administration Degree expected June 2014 TEXAS A&M UNIVERSITY College Station, TX Bachelor of Business Administration, Marketing, Magna Cum Laude, GPA: 3.71/4.0 2004 • Academy for Future International Leaders at Presidential George Bush Library – Class of 2003 • Mays Business Fellows Program – Group XXI _____________________________________________________________________________________________ ADDITIONAL DATA Pro-Bono Consultancy Africa, Europe, NA Principal 2008-Present Advise senior leadership of international social enterprises and non-profit organizations specializing in emerging and/or developing markets on revenue generation opportunities and capacity building initiatives. Below is client portfolio list: • • • • •

Mentor Foundation (Queen of Sweden’s NGO) – Strategic Adviser World Vision (NGO) – SME for Public Private Partnerships International Olympic Committee (Namibia) – Volunteer Namibian Network of AIDS Service Organizations (NGO) – Chairman of Fundraising Eagle Scout – Boy Scouts of America Mentor

2010-Pres 2010-2012 2009-2010 2008-2010 1998-2004