Expert Details
Products and Services for the HVAC and Water and Environmental Industries
ID: 728712
Arizona, USA
Prior to returning to York, Expert spent 8 years in the water industry with US Filter which was ultimately acquired by Siemens. He gained valuable product and service market knowledge in multiple aspects of the water industry, most significantly deionization using multiple technologies in a variety of ultrapure and indsutrial markets. He led the introduction of several new product and service lines, and as the senior sales and marketing executive he gained significant experience in merging over 100 acquisitions into the broadest product and service offer in the industry.
Major US HVAC manufacturer needing to integrate the products and services of an acquired company and rationalize distribution channels.Asian HVAC manufacturer disatified with attempts to enter Noth American market, documenting obstacles and testing alternative strategies for market penetration.European food and beverage equipment producer developing the business model for a value-added consulting services for their installed base.US motor manufacturer looking to forecast future demand for high efficiency motors to support major strategic intiative.Finacial Analyst looking to understand the drivers, operational challenges and impacts on earnings to be faced by a significant joint venture in the HVAC industry involving two public companies.
Education
Year | Degree | Subject | Institution |
---|---|---|---|
Year: 1974 | Degree: MBA | Subject: Finance Marketing | Institution: Kellogg Northwestern University |
Year: 1973 | Degree: BS | Subject: Finance | Institution: University of Illinois Urbana-Champaign |
Work History
Years | Employer | Title | Department |
---|---|---|---|
Years: 2009 to Present | Employer: Undisclosed | Title: President | Department: |
Responsibilities:Consulting platform serving multiple clients including professional services firms, financial analysts and private equity firms. |
|||
Years | Employer | Title | Department |
Years: 2007 to 2009 | Employer: Johnson Controls | Title: VP Northern Region | Department: |
Responsibilities:Regional P&L responsibilty for over $200 M in HVAC revenue, 12 branch offices across Canada and the Midwest US, and sales to 40 independent distributors. |
|||
Years | Employer | Title | Department |
Years: 2005 to 2007 | Employer: York International LTD | Title: General Manager | Department: |
Responsibilities:General Manager of Canadian subsidary with six locations and $120M in HVAC revenue. Acquired by Johnson Controls. |
|||
Years | Employer | Title | Department |
Years: 1999 to 2004 | Employer: Siemens Water Technologies | Title: Sr VP Sales and Marketing | Department: |
Responsibilities:Led sales and marketing team of 250 professionals,$500M in revenue. Integrated 40 acqusitions into highly effective sales and service network with over 100 locations. Part of the team that sold USFilter to Siemens in 2004. |
|||
Years | Employer | Title | Department |
Years: 1997 to 1999 | Employer: US Filter | Title: VP Sales Midwest | Department: |
Responsibilities:Led regional sales team in municipal, industrial and high purity water equipment and service sales. Heavy involvement in mergers/ acquistions with focus on sales channel rationalization. Promoted to national responsiblity in 1999. |
International Experience
Years | Country / Region | Summary |
---|---|---|
Years: 2005 to 2007 | Country / Region: Canada | Summary: He was General Manager of York's Canadian subsidary York International Ltd, with P&L responsibity for the six location $120 M operation. |
Additional Experience
Marketing Experience |
---|
He has maintained an active network that keeps him on top of demand trends/ drivers, and major competitor strengths and weaknesses. As senior business leader with a marketing /strategic planning background he can distill information for the client in an efficient, useful manner. |
Other Relevant Experience |
---|
His experience in all aspects of merger, integration and divestiture could be especially useful for mid market clients and private equity firms with new or potential portfolio companies. |
Fields of Expertise
activated carbon water filtration, air conditioner, air conditioning, air-conditioning equipment, chilled water cooling coil, climate control, deionized water, deionized water system, demineralized water, energy-efficient control system, energy-efficient equipment control system, energy-efficient heating ventilating and air conditioning control, energy-efficient heating, ventilating and air-conditioning system, energy-efficient ventilation, heat pump, heating, heating equipment, heating system, heating, ventilating, and air-conditioning equipment, heating, ventilation, air conditioning, and refrigeration, reverse osmosis industrial wastewater treatment, reverse osmosis water treatment, deionized water quality, chilled water plant, deionized water system design, industrial water treatment, industrial ventilation, industrial ventilation system design, ventilation system, boiler water treatment, condensate water treatment, municipal wastewater disinfection, energy-efficient cooling tower, energy-efficient space heating, energy-efficient refrigeration system, deionized-water corrosion, bottled water, ventilating equipment, pharmaceutical water treatment system validation, ultrapure water, indoor air pollution control, drinking water disinfection, boiler feedwater, anaerobic municipal wastewater digestion