Feb 2015 – Jul 2015 · 5 mos · PA, MD, OH, MA

• Fidelity Paper & Supply is a top national source for typical packaging products ranging from bubble and shrink wrap to plain or printed corrugated boxes and tape. However they specialize in Pharmaceutical/Industrial packaging which includes die-cut foam briefcases for high tech equipment as well as more sophisticated packaging solutions. Further Fidelity has JIT/next day delivery capabilities within the state of PA and bordering states allowing clients to capitalize on their ISO 9000 certified warehouse to achieve better operations management and reduce the cost associated with dedicating warehouse space to packaging. (Also the profit and loss statement of your company will show better returns immediately when your company only pays for the packaging your use and need during any given month.)
• My role is to develop strong business relationships with companies who use packaging of any type. These include: Fortune 500 companies such as Johnson & Johnson, Colgate-Palmolive, Victoria Secret, and Over Head Door (current clients) as well as smaller companies such as printing companies, manufacturing companies, food companies, etc.
• As a new member of this organization my goal is to provide the highest quality packaging solutions available with the best service possible (JIT in PA with next day delivery) for the most competitive price.

Jan 2015 – Aug 2018 · 3 yrs 7 mos · State College-DuBois Area

• Aris Corporation, acquired by AssetMark, formerly offered high net worth asset management solutions as well as retirement plan investment management and other customized portfolio options to regional and national Investment Advisors. My role is as a deal team partner, I worked internally and externally to integrate assets, reduce redundancies, facilitate the transition team handoff, and immigrate clients and assets. Later as a Strategic Consultant Liaison , I "launched" new strategists onto the finserv platform, including marketing plan & sales strategy development to communicate with existing Client Advisors and reach out and develop new Advisor Relationships via in-person national sales meetings.

Jun 2013 – Jan 2019 · 5 yrs 7 mos · State College, PA

• The State Theatre is a substancial contributor to the rich, cultural diversity of the university town of State College, PA. The State Theatre hosts everything from community dance and theatre to national acts of all genres.

Apr 2012 – Present · 14 yrs 2 mos · Boston, Massachusetts

• As a boutique, mainly sell-side advisory, we work with founders, families and (often) other trusted advisors to successfully sell lower-middle market, privately held companies with enterprise value $3-25M. Our team gets the max value exit for stakeholders. Recognizing it is not just what you get, it is what you keep. We are founders, attorneys, wealth managers and CPA's, collaborating with our client's best interests in mind.
• Why? Pegasus Capital was founded because business owners deserve better. Business owners who are in the $3M-25M space are typically sophisticated in their businesses yet underserved professionally. You want the same level of credentials (if you are selling to PE's with MBA's you should have an MBA with experience representing you) to level out both sides of the negotiations table.
• Do you know your (business') worth?
• Do you know the levers to enterprise value?
• And even if you are transitioning in 3, 5 or 10 years - do you know how to prepare for an optimal exit?
• What if someone comes to you prior, wanting to buy your firm, do you know how to proceed and negotiate with them while protecting yourself & your firm?
• We help founders and their families get max exit value, by understanding the process and how to optimally position themselves to benefit from the process of selling their firm.
• Using high-level financial insights we craft successful strategies and tactics to synchronize and maximize profitability and enterprise value.
• By developing a strong financial IQ (based on unique KPI's) other performance factors, business owners can transition from being an Owner/Operator (where owners are intimately involved in every aspect of the business' operation which ultimately leads to burnout) into becoming a CEO or a financial owner, not an emotional owner. Financial owners can sell their firms for top dollar or transfer internally in the best way possible.

Jan 2008 – Jun 2012 · 4 yrs 5 mos

• Assisted in the design, implementation and execution of support programs to assist community members in need.

Jan 1999 – Jan 2012 · 13 yrs

• Major Sponsor | Supporter | Noted Speaker at Events
• Networking, speaking at events, and participating in fund-raising events.
• Publicly addressed sponsors at various events, giving presentations with the intention of sponsor development and retention.
• Contributed to the growth of this organization from start-up to $1.5M in donations.

Aug 1998 – Sep 2019 · 21 yrs 1 mo · State College, Pennsylvania Area

• Launched and developed strategies & branding of this "Penn State Proud" officially licensed enterprise, written up by Inc. Magazine, Fortune Small Business Magazine, The Wall Street Journal, and State College Magazine. Duties included oversight over all operations of 2 retail stores, 1 production plant, and 3 online stores.

Aug 1998 – Sep 2015 · 17 yrs 1 mo · 101 East Beaver Ave State College, PA 16801

• Provider of quality Penn State Gifts and Clothing