Expert Details
Independent Retail Consulting with Clients in the Financial Investment Industry
ID: 725811
Pennsylvania, USA
Expert has over 24 years of experience working within various Store Operations positions within the Dollar & Discount Store Industries. He has several former colleagues whom he stays in touch with on a regular basis that currently work for various retailers in the field, as well as at the home offices of their respective companies. These contacts serve as pertinent source of expertise that enable expert to gain key insight as to current company operations, as well as to keep abreast of current and future retail trends.
Expert provides channel checks and in-depth analysis to assist clients, predict monthly & quarterly comp store sales figures, as well as other relevant financial information.( Ex: EPS, ROI, GM, NP, Turns etc.). He also spends approximately 40-45 hours/wk researching certain companies through different means such as conference calls with Investor Relations individuals of companies, as well as making regular visits to the various stores of the retailers about whom he consults. (Family Dollar, Dollar Tree, Dollar General, Big Lots, Wal-Mart, etc.).
#3 most requested retail consultant for Gerson Lehrman in (Undisclosed)Consistently speaks with: Hedge Fund Managers, Mutual Fund Managers, Portfolio Managers as well as others within the Financial Investment Community. Expert worked for a company on a project that dealt with International Retailing. (With India being the primary component.) in 2009.He has worked on several new start-up retail business ventures.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 2006 | Degree: M.B.A. | Subject: Business Management | Institution: Franklin & Marshall College |
| Year: 1990 | Degree: B.A. | Subject: Public Relations, Marketing | Institution: Shippensburg University |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2013 to Present | Employer: Undisclosed | Title: Undisclosed | Department: Undisclosed |
Responsibilities:Part time online writer for www.ew.com (Employer). |
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| Years | Employer | Title | Department |
| Years: 2006 to Present | Employer: Undisclosed | Title: Independent Retail Consultant | Department: Undisclosed |
Responsibilities:currently the President/Owner of (Undisclosed), a company providing consulting services to the Investment Community, with clients who are: Analysts at Hedge Funds, Mutual Funds, Private Equity Firms as well as Portfolio Managers. He has a strong grasp of the Retail Industry through his 24+ years of experience working in various capacities of Retail Store Operations.His major areas of expertise are: Wal-Mart, Family Dollar, Dollar General, Dollar Tree, Big Lots, current & future retail trends. As of 2015, have been assisting international clients for 3+ years. |
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| Years | Employer | Title | Department |
| Years: 2002 to 2009 | Employer: Family Dollar Stores Inc. | Title: Undisclosed | Department: Retail Store Operations |
Responsibilities:Expert managed Store Operations with Family Dollar Stores within the Mid-Atlantic Region where he was responsible for directing over 900 stores within an 8 state region that did in excess of $925M/yr in revenue. |
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| Years | Employer | Title | Department |
| Years: 1999 to 2003 | Employer: Dollar General Stores Inc. | Title: Undisclosed | Department: Retail Store Operations |
Responsibilities:Expert was a District manager for Dollar General who reported directly to the Regional Vice-President.He directed a large district within a 3 state territorty that produced in excess of $58M/YR in sales volume. |
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| Years | Employer | Title | Department |
| Years: 1990 to 1999 | Employer: Undisclosed | Title: General Store Manager/Regional Human Resuource Recruiter | Department: Undisclosed |
Responsibilities:Expert began his career with Wal-Mart Stores Inc right after graduating from college and was instrumental in the company's expansion into the Northeast as well as the Supercenter Division, which at the time was its newest endeavor . |
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International Experience
| Years | Country / Region | Summary |
|---|---|---|
| Years: 2009 to 2009 | Country / Region: India | Summary: He was a successful key consultant on a project that dealt with the "Retail penetration Into India" for a company. |
Career Accomplishments
| Associations / Societies |
|---|
| Member of National Retail Foundation, Member of the Society of Industry Leaders |
| Awards / Recognition |
|---|
| Retail District Manager of the Year For Entire Dollar General Company for 2001. |
| Publications and Patents Summary |
|---|
| Accomplished author of several published articles in various retail trade publications: 17 published retail articles and 23 published retail analyses. |
Additional Experience
| Expert Witness Experience |
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| New Store (site) experience, Private Label Brand Merchandise experience, Closeout/Liquidation Industry experience. |
| Training / Seminars |
|---|
| Certified Sam Walton Institute of Retailing Trainer. He has delivered many different lectures on various retail topics to marketing classes at Penn State University. |
| Vendor Selection |
|---|
| He has been successful in assisting various suppliers to acquire Vendor Status for all 3 retailers he has worked for. (Wal-Mart, Dollar General, Family Dollar). |
| Marketing Experience |
|---|
| He takes great pride in the fact that he has achieved a 100% Positive Feedback Score for every consultation with which he has been involved. He has also developed a respectful list with regards to repeat clients. (Many with whom he speaks on a regular basis). |
| Other Relevant Experience |
|---|
| He has a strong backgroung in Retail Human Resource Areas. |
Fields of Expertise
apparel product retailing, consumer choice prediction, consumer demographics, consumer product marketing, consumer product packaging, direct product profitability system, direct store delivery receiving system, distribution management, economic forecasting, efficient consumer response, electronic merchandising system, financial forecasting, forecasting software, gap analysis, high volume, low cost product assembly, high volume, low cost product design, management decision-making, management information system, market forecasting, market positioning, market trend, mass customization, operability and maintenance review, operations management, point-of-sale scanning system, quality management, research and development management, retail automation, retail expense reduction, retail information system, retail product, retail system planning, stability prediction, trend forecasting, workforce management system, consumer purchasing behavior, multi-site implementation, retail forecasting, retail operations improvement, shelf space management system, professional sexual misconduct, product launch, business analysis, sales management, business process management, Federal Trade Commission, retailer, retailing, business ethics, small business, entrepreneurship, business strategy, Internet marketing, marketing mix, marketing brand management, marketing database, cross-functional team, consumer survey, public relations, new technology (percentage), project execution planning, front end loading, outsourcing, market potential, self-directed work team, team building, business management, incentive compensation plan, organization redesigning, work team, store layout, Lotus Notes, electronic marketing, supply chain management, point-of-sale equipment, electronic shelf label, Microsoft Project Manager, resource planning, consumer product labeling, probability distribution, shelf-life prediction, product management, consumer electronic product, statistical method, new technology business value measurement, business system design, consumer product, strategic planning, market research, service marketing, critical path method, risk management, research management, project planning, project management, production management, earned-value system, decision support system