Education, certifications, qualifications and awards

Awards & Achievements:
* “Rochester Top 100 Award” as CEO of one of area’s fastest-growing companies
* President’s Club at Unisys Corporation
* “Top Performer Award” from Hewlett-Packard, IBM, Unisys, and Compaq
* “New York 2003 Businessman of the Year” by NRCC Business Advisory Council
* United Way “New Initiative Award”
* United Way “Award of Excellence” for outstanding campaign performance
* United Way “Good Neighbor Award”
* Certification for completing Unisys Sales Training Program
* “Rookie of the Year” at Unisys Corporation for sales performance
* “Top 10 Salesperson” achievement for marketing Lotus Development products

Education:
Masters in Business Administration
MBA in Technology Management
Rochester Institute of Technology School of Business
Rochester, NY, 1999

Bachelor of Management Science
Business Administration/ Finance
State University of New York at Geneseo
Geneseo, NY, 1991

Institute of Management Accountants
IMA Member since 2002
Certified Management Accountant (CMA)
Certified Financial Manger (CFM)

Target opportunities

The business opportunities I am looking for are organizations that are looking to grow. Specifically, companies that want to reduce costs while increasing sales. Firms that have either overpaid or been disappointed in current advertising, direct marketing, lead generation or cold calling campaigns are excellent opportunities for me.

Furthermore, I am looking for business partners that are involved in business development and networking. For example, I have made some great partnerships with the Chamber of Commerce in several areas due to the synergies that exist between us. I view our business partnering programs as critical component in scaling our business as rapidly and effectively as possible.

Target people

The people I want to meet are the decision makers in organizations that are involved in the business development and sales efforts. I would love introductions to the individuals that are involved in their company’s sales process or are responsible for a sales quota.

An overview of some of the business people I am looking to meet include:
· CEO’s, CFO’s, and COO’s
· Small business owners
· Presidents
· Vice Presidents
· Business development managers
· Sale managers
· Account executives

Target organizations

I am looking to work with organizations of all sizes, both large and small. The firms I have done well with ranged from a sole proprietor working out of their home to an entire sales department at a Fortune 500 firm. I like to work with the sales and marketing departments of large firms and upper management at small-to-mid sized companies.

I have also done extremely well with high-tech and business-to-business organizations. Therefore, the companies that I am targeting include the business development, marketing, or sales personnel at the following corporations:
· IBM
· Sun Microsystems
· Oracle
· Microsoft
· Hewlett Packard
· Xerox
· Time Warner
· Lockheed Martin
· Cisco
· Salesforce

In addition, the type of organizations that I target include:
· Value-added Resellers (VAR’s)
· Government contractors (8-a’s, GSA schedule holders, minority firms, etc)
· Business networking groups
· Law firms
· Accounting firms
· Business consultants
· Financial advisors
· Insurance agents
· Collection agencies
· Office equipment companies

Personal goals for year

Well, I guess it is time for New Year’s resolutions. There seems so much that needs to be done! Some of the priorities include:

· Lose weight (I am hoping about ten pounds)
· Get a new car or preferable a 4-wheel drive truck
· Home projects that include fixing the fireplace, install a hot tub, and get a outdoor patio
· Improve our home’s landscaping
· Look into lasik surgery for my poor eyes
· Save money!!! (I will have three kids going to college!)

Personal expenses for year

· Automobile maintenance
· Automobile repairs
· Cable TV
· Car payments
· Cell phone
· Childcare
· Cleaning
· Dental (two kids need braces)
· Electricity
· Family vacation
· Food & Beverages
· Gifts for kids (toys, books, videos, etc)
· Gifts for wife (trips, jewelry, flowers, etc)
· Heating / Gas
· Home mortgage
· Home phone
· Internet access (road runner)
· New car and minivan
· New computer or laptop
· Physicians

Personal expenses you want to reduce

Ah, with so many expenses, where do I begin? Some of the expenses I would like to see reduced (or eliminated) this year include:
· Insurance premiums (life, car, and health)
· Utility bills
· Car repairs and maintenance
· Home phone & cell phone charges
· Pet care

Business overview

TipClub, Inc is the leading provider of private networks for business. Our core client is the small- to medium-sized company, although TipClub also meets niche business needs of larger corporations and government agencies. The company provides business networking and support services so organizations can effectively connect with target prospects, new clients, and strategic partners. We enable organization to deploy an integrated business development and networking solution without major investments in time, personnel, or support. TipClub currently has over 50,000 subscribers and has generated thousands of business opportunities which are exchanged by members in its private business communities at www.tipclub.com. In 2007, over $250 million in new business opportunities were shared between members. The tipclub.com website was launched in 1999 and the firm was incorporated in 2004.

Approximate years in business and background

The website (www.tipclub.com) has been around since 1999 but the company (TipClub, Inc) was incorporated in 2004.

Approximate number of employees and growth plans

Our company has three fulltime employees, several subcontractors and planning double digit growth in 2008

Sales Territory at business location

Our sales territory is currently the domestic United States. The regions we are focusing on right now include: · Atlanta · Boston · Buffalo · Chicago · Cincinnati · Cleveland · Columbus · Dallas · Denver · Houston · Indianapolis · Minneapolis / St Paul · New York City · Philadelphia · Phoenix · Pittsburgh · Rochester · San Antonio · Syracuse · Washington DC

Types of software used at business location

We use a wide assortment of software. Our primary software packages include:
· Microsoft Server 2000
· Microsoft Outlook
· Microsoft XP on desktops
· Microsoft SQL database
· ACT! 2000
· Norton / Symantec antivirus
· QuickBooks
· Constant Contact

Types of hardware used at business location

· Clone File Server (1)
· Dell Dimension 2300, 1.8 GHZ, 768 RAM (5)
· Hewlett Packard laptop (1)
· Konica 1312 Copier (1)
· Xerox DocuPrint NC60 (1)

Types of office products at business location

We have several older desks, chairs, tables, and a conference room table. We will be looking to upgrade much of the office furniture soon. We buy much of our office supplies at Staples so if a company can be competitive with their pricing we would be interested in seeing your prices.

Types of telecom used at business location

· Lucent Partner Phone System
· Lucent Partner Digital Phones, Model 18D (5)
· D-Link 10/100 Fast Ethernet Switch (1)
· Linksys Router
· Paradyne Bridge

Types of outsourcing used at business location

Because of the cost savings and efficiency that outsourcing provides, our company does a tremendous amount of outsourcing. Some of the business services our company currently outsource include:
· Network support
· Desktop support
· Phone equipment and support
· Website design
· Web programming
· Accounting / bookkeeping
· Temporary help
· Marketing support
· Direct hire personnel

Types of financing of interest

We are a fast-growing business so we are always interested in analyzing different forms of financing to support our business growth. Specifically, we are interested in the following:
Lines of Credit
Small business loans
Venture capital / Angel financing

Types of advertising/marketing of interest

We would be interested in the following marketing services:
· Internet marketing
· Direct marketing
· Web-based advertising
· Advertising in targeted publications
And finally, an overall marketing plan to integrate and track our various marketing efforts

Types of recruiting of interest

We believe the following personnel would be an important part of our recruiting efforts in the near future:
· Sales people
· Customer support
· Programmers
· Bookkeeper

Types of security of interest

We are always interested in improving our online security, data security, and building security.

Types of training of interest

Our company would be interested in receiving the following training:
· Sales training for our account managers
· Computer training for our office workers
· Advanced training for QuickBooks

Types of consulting of interest

We have been interested in learning more about the following consulting services:
· what business coaches could offer our business
· what scalability issues we would face with our information technology infrastructure
· what legal issues we would want to plan for as our business evolves
· how should we structure our business financially as our business grows

Current business challenges

The various costs that are associated with business growth has been are biggest business challenge.

Business expenses that you want to reduce

We are looking to reduce our website hosting costs, rent for office space, and business insurance expenses.