01/05 to present
Planty & Associates, LLC
Assist U.S. companies with investments, acquisitions and commercial relationships abroad, particularly in Latin America and Europe. Also assist foreign companies with business activities in the United States. Current projects include marketing/selling a revolutionary trash to energy recycling process, developing and marketing renewable energy projects (wind, solar, geothermal, hydroelectric) and managing a major fisheries conservation project in Central America.
09/02 to 11/04
Copy Corps – Document Management Experts, Mountain View, CA.
Managed all daily functions of a Photocopying and Imaging company including: managing sales and operations departments and employees. Responsible for training and development of employees. Developed territory penetration strategies and tracking tools. Maintained working relationships clients. Established and achieved monthly and quarterly revenue goals. Worked with CFO on monthly P&L.
- Work from monthly income statement.
- Track machine leases and maintenance schedules.
- Cost of Labor.
- Cost of Goods.
- Calculating sales commissions.
- Paying occupancy and other fixed costs.
- Collections and cash forecasts.
- Administer human resources policies.
- Performance reviews.
- Employee counseling.
01/99 to 08/02
IKON Office Solutions – Legal Document Services, Palo Alto, CA.
Directed and managed sales activities and performances of team of eight sales professionals. Responsibilities included team staffing, professional development and career planning for direct reports. Drove results by achieving revenue targets. Retained key customers and grew sales revenues by expansion of services and client base. Grew sales revenues from 4 million dollars per year to 5.5 million dollars per year during tenure.
01/95 to 12/98
IKON Office Solutions – Legal Document Services, San Jose, CA
Senior Account Manager
Maintained and grew Major Account sales territory. Increased territory revenue from 30k per month to 85k per month. Responsible for prospecting, face to face sales calls, job pick-ups/deliveries and follow-up interaction. Developed several Customer Service Representatives into IKON Account Managers. Served as Field Expert for IKON Basic Sales Training class.
01/93 to 12/94
Law Offices of Skjerven, Morrill, MacPherson, Franklin & Friel, San Jose, CA.
Assistant Manager: Office Services Department
Assisted in general office services duties including: opening and calendaring legal correspondence, sending and delivering faxes, ordering office supplies, sorting and delivering mail. Maintained and ran copy center. Responsible for daily photocopy projects and large complex litigation jobs.
06/90 to 11/92
Morgan, Lewis and Bockius, Counselors at Law, Los Angeles, CA.
Organized and maintained documents for various construction and environmental litigation matters. Supervised numerous document productions. Maintained correspondence and pleading files for several different cases. Assisted attorneys at depositions. Summarized deposition transcripts.
09/89 to 05/90
Law Offices of Kumetz and Glick, Los Angeles, CA.
Handled personal injury claims for many clients. Consulted with insurance adjusters, investigators, doctors offices, auto body shops, and clients. Prepared court filings.
- IKON Management Training – Parts I & II, March 2000
- Successful Sales Coaching – Impact Associates, August 1999
- Strategic Selling – Impact Associates, August 1997
- IKON Basic Selling (Field Expert/Trainer) - IKON Institute, May 1996
- IKON Basic Selling – IKON Institute, August 1995
- Saint Louis University, Madrid, Spain. 1987-1988
- George Mason University, Fairfax, Virginia 1986-1987
Born in New York City. Fluent in Spanish and speak some Italian. Have lived in Panama, Chile, Mexico, Italy and Spain. Have traveled extensively throughout Latin America and Europe. Interests include baseball, tennis, mountain biking and traveling.