Intellex Acquires Expert by Big Village

We're thrilled to announce that Intellex has acquired Expert by Big Village, effective March 22, 2024. This strategic move enhances our capabilities and strengthens our commitment to delivering exceptional solutions to our customers.

Stay tuned for more updates on how this acquisition will benefit our clients and experts.

For inquiries or more information, please contact us at info@intellex.com.

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Expert Details

Financial Advising, Customer Relationship Management, Retirement Income

ID: 735933 Georgia, USA

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Personal Financial advisory, Restaurant operations, Retail sales & merchandising. Selling to high-level execs.

PROFESSIONAL SKILLS AND PRACTICAL EXPERIENCE:
 Professional sales techniques, relationship building, and can-do attitude
 Experience diversification; financial advisory, hospitality, PC software, consumer products merchandising & marketing
 Effective departmental budgeting, planning and cost controls implementation
 Recruiting, hiring and training; salespeople, consultants & managers
 Balancing management delegation with hands-on involvement
 Excellent negotiating skills
 Utilization of common courtesy and professionalism in the conduct of business

Education

Year Degree Subject Institution
Year: 1974 Degree: BA Subject: Physical Education Institution: Herbert Lehman College, City University of New York

Work History

Years Employer Title Department
Years: 2007 to Present Employer: Undisclosed Title: Financial Advisor Department: Finance
Responsibilities:
Comprehensive advisory in preparation for sustainable retirement income. Areas of expertise include securities, life insurance and long-term care insurance. Custom plan creation for individuals, families and small businesses.
Years Employer Title Department
Years: 2007 to 2011 Employer: National Financial Services Group Title: Financial Advisor Department: Sales
Responsibilities:
See above.
Years Employer Title Department
Years: 1995 to 2007 Employer: BellaVia Enterprises, Inc. Title: President, CEO Department: General Management
Responsibilities:
 President/Owner; CiCi’s Pizza Franchisee, Decatur, GA (pizza buffet concept)
 Built business from construction to sale; developing productive church and school relationships, targeted outdoor boards to build take-out sales consistently during life of the store (12% of revenues), full concept remodeling
 Awarded DeKalb Chamber’s “Start-up Business of the Year” in 1995
 Leading CiCi’s restaurant in the greater Atlanta market five consecutive years
 93% secret shops average over final two years of operation (2 shops per month)
 Hired and groomed middle managers, five of whom grew to General Managers and two became owners of their own units; retained one GM for 6.5 years
Years Employer Title Department
Years: 1993 to 1995 Employer: International Verifact, Inc. Title: VP, Sales Department: Sales
Responsibilities:
National sales responsibility, management of sales force.

 Regional Sales Manager, promoted to National Sales Director within 3 months
 Built and managed national network of sales and consulting professionals (12)
 Enhanced minor market share by 60% and position for unique encryption methodology in point of sale terminals against dominant competitor
Years Employer Title Department
Years: 1986 to 1993 Employer: Nielsen Market Research Title: Division Vice President Department: Sales and Consulting Management
Responsibilities:
 Marketers of PC-based “SPACEMAN” software for retail shelf space management, incorporating retailer Point-Of-Sale data; generated product and category level sales, profit & ROI analysis and a total store planning tool.
 VP, Eastern Division Sales and Consulting (upon consolidation of Nielsen Retail Services Dept.); assumed sales leadership for one-half of U.S, led by example by personally closing the business for the American Stores conglomerate in Salt Lake City. Managed total staff of 20, including 4 managers and admin. Total budget: $15 Million (1992-1994)
 VP, National Consultant Services (upon Nielsen acquisition); Worked in strategic planning with Nielsen management. Established the department, hired the implementation force and instituted a new sales program for consulting services; new revenues boosted overall sales by over 26% in first year alone. Managed staff of 10 consultants plus admin. Organized a separate department for trainers and phone support people in support of annual maintenance fee sales (15% of software cost). Sales to $2.5 Million (1990-1992)
 Region VP, Northeast Sales with original firm, Logistics Data Systems; new business development among retailers and manufacturers; built regional share of market to over 65%; Personally secured trade press exposure for our software and the young industry with Supermarket Business, Chain Drug Review & Progressive Grocer. Featured speaker at National Association of Chain Drug Stores MIS Conference (10/1988). Sales to $2 Million (1986-1990)
Years Employer Title Department
Years: 1980 to 1986 Employer: 7UP USA, subsidiary of Phillip Morris Title: National Retail Sales Manager Department: Sales
Responsibilities:
NYC market manager, coordinating brand representation; Retail sales department, developing all other channels of trade beyond traditional supermarkets.
 National Retail Sales Manager; managed a sales team (5) for non-food retail chain sales & trade shows. Organized a third-party communications system for trade promotions to national bottler community. (1985-1986)
 Retail Chain Manager – Northeast; expanded account base by 15 new accounts in non-food retail in the first year alone; supervised local marketing execution of new cola introduction in Western NY State markets (1983-1985)
 Sr. Area Sales Manager – Metro NYC Market; achieved working synergies among 7 independently owned bottlers, a first in market history; promotion strategy generated average sales (+17%) and market share (+10%) increases in 2 consecutive years for 7UP brands.
Years Employer Title Department
Years: 1978 to 1980 Employer: Gillette Safety Razor Title: Sr. Market Manager Department: Blade & Razor
Responsibilities:
Headquarter sales to major NYC market operators in all classes of retail trade.
Years Employer Title Department
Years: 1976 to 1978 Employer: Campbell Soup Co. Title: Sr. Territory Sales Manager Department: Sales Company
Responsibilities:
75-store territory in The Bronx, NY. Merchandising, sales and headquarter client development.
Years Employer Title Department
Years: 1974 to 1976 Employer: Various Title: Sales Department: Various
Responsibilities:
Discovery of sales instincts. Developing sales skills and making money with various small businesses.

Career Accomplishments

Associations / Societies
 Board Member, Johns Creek Business Association (2014-present)
 Board Member, Suwanee Business Alliance (2010-2012)
 Multiple memberships, Atlanta area senior care providers networks (2008-present)
 Manager of Managers Program, University of Michigan (1990)
 BA, Physical Education; Herbert H. Lehman College of CUNY (1974)
Licenses / Certifications
Series 7, Life insurance, LTC insurance and Variable annuities.

CFS; i.e., Certified Funds Specialist
Awards / Recognition
Dekalb County Start-up Business of the Year (GA)
Berthel Fisher Executive Council (top sales increase)

Additional Experience

Training / Seminars
Karrass Negotiation Training (1992)
Management of Managers (University of Michigan)

Marketing Experience
Trade press marketing efforts on behalf of space management software program (1986-1990), via presentations and relationship development.

Local marketing of retail business (1995-2007)



Other Relevant Experience
Civic: Board membership on Suwanee Business Alliance, and the Johns Creek Business Association (GA), 2 years each

President, St. Marks Property Owners Association (2 years)

Fields of Expertise

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