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 Expert  722034

Expert in Strategic Planning, Marketing, Sales, and Business Development

Available for your Consulting and Expert Witness Needs

California (CA)
Education Work History Career AccomplishmentsPublicationsConsulting Services Expert Witness Market Research

Summary of Expertise:

Listed with other top experts in: 

Expert has a proven track record in leading technology companies as president and in C-level executive positions. He holds an MBA and is certified by the Small Business Administration. His experience includes raising private financing, negotiating and setting up strategic relationships, negotiating mergers, establishing business development efforts, recruiting, and leading and mentoring senior management teams in the technology arena. He has extensive high technology start-up experience. In addition to founding two companies of his own, CaseNpoint and @WEBO, The “Business Germinator,” Expert has been involved with numerous other young businesses. Of all the start-ups where he has been engaged for more than 13 months, three have had a private placement (IPO), one in the U.S. and two in Taiwan. The others were acquired -- in essence, a 100% hit rate.

Currently, Expert provides incubation services to high-tech companies through his company @WEBO. @WEBO counts small-sized and Russia-, China-, Pakistan-, India- and Mexico-based, as well as major Indian infotech companies as its business incubation clients. Using business intelligence techniques gathered during this period, Expert provides strategic planning throughout the business life cycle.

Expert has extensive national and international management experience, including P&L experience in various industries. He founded the highly successful Aptec University as a tool to develop teamwork and a vehicle to turn around an under-achieving engineering organization. The results were on-time project delivery, within budget and improved company-wide morale. The curriculum included technical as well as personal growth seminars, such as "How to Manage Stress" and "High Impact Leadership." Additionally, he started operations from scratch in California, Iowa, South Dakota, Canada and Europe. In at least two instances, the companies he was involved with grew in revenue from under $70 million to over $600 million within five years. Fortune Magazine named one of the companies the Fastest Growing Company in the World. Whether managing a small workforce, or a large one, Expert preaches that it is the same; it is only a matter of organization.

Expert has a unique combination of demonstrated technical management skills, creative use of new technologies, strategic planning, proven business development and the ability to communicate with C-level managers of global companies, board of directors and venture capitalists.

He also has extensive plant operations management experience for various industries. His first assignment, shortly after graduation, was a plant management project for a division of VARIAN. In less than seven months, production yields increased significantly on previously designated un-manufacturable products.


business incubator


business intelligence




small business


business management


business operations


standard operating procedure


pilot plant operations management


operational auditing


operations management


business system design


team building


plant operations management

Expert has been involved in a number of successful re-engineering projects. Through a systematic re-engineering approach, he was able to turn around a manufacturing organization that had a workforce of over 600 people, a $40 million excess inventory problem, six months backlog, quality and morale problems. By re-engineering an organization chartered with the development of a special purpose supercomputer, the company obtained contracts from the Japanese Defense Agency, improved efficiency, and their credibility.

Engaged as a Chief Operating Officer for an Internet company expecting to have a private placement within four months, Expert immediately determined that the company did not have a coherent business strategy, management team, or the right funding in place. He "reverse-engineered" the business strategy, and as a result, the company re-invented itself as a technology services firm and pursued a more realistic merger strategy, rather than an IPO.

Expert has extensive experience providing business strategy services to high technology companies. He has assisted companies involved with B2B supply chain management, Internet software security, resume distribution, streaming video services and offshore information technology services companies.

Expert developed the @WEBO Index to determine the effectiveness of Internet marketing and advertising campaigns. As a result, he emphasizes quantifying actual customer acquisition costs, rather than CPM, or the use of any other indirect metric. Thus, Expert has a unique perspective on which Internet marketing campaigns work when companies want to pursue a Path to Profitability (P2P) strategy.

Expert has over 15 years of Internet experience, from development of high speed special purpose Internet computers used as the backbone of the information superhighway, to pioneering use of the Internet to provide customer relationship management (CRM). He has been involved in C-level engagements for companies involved with domain name registration, Web hosting, Web development, auction sites, B2B portals, Internet directory sites, B2C business and affinity groups. In essence, he has worked with most Internet commerce business models that are currently in use.

Expert was responsible for the successful planning and development of an MIS infrastructure to support the growth of a company from $80 million to over $600 million within five years. The starting point was an Amkley 486 as the only server. This included the architecture, development and deployment of a CRM solution integrating an Expert system, PBX, and the Internet, and linking the U.S., Taiwan and European operations.

He has an extensive record managing diverse engineering organizations, from those engaged in hardware, software, and mechanical engineering, to test and quality engineering. In many cases, the projects were multi-site, multi-national in scope using in-house and out-sourced resources.


business re-engineering


business strategy


strategic planning


business process re-engineering


Internet marketing


Internet advertising


Internet commerce




management information system


engineering management


technical management

Expert has over 20 years of world-class manufacturing experience. He has worked with everything from extremely complex, low-volume supercomputer manufacturing to high-volume, process-intensive vertical manufacturing of telephone transducers. With hands-on distribution and supply chain management experience, from purchasing to various ERP implementations, to master scheduling and material control, Expert has been able to solve major inventory and inventory management problems along the way. He has contracted for and provided distribution services to global OEM customers. And he has lectured on continuous quality improvement in Taiwan, Japan, Korea and Mexico. Expert developed highly successful production processes still used in Silicon Valley today.

Expert has extensive quality management experience, from managing a quality organization chartered with quality responsibility for telecommunications equipment designed to last a minimum of fifty years, to the articulation, development and implementation of a quality assurance program applied to the manufacture of a special purpose supercomputer credible enough to satisfy requirements for equipment sold to the Japanese Defense Agency.

Over the years, he has gained extensive award-winning project management experience. In one case, Expert's efforts led directly to the PC Magazine Award for Service and Reliability. In 1996, the company received the Vendor of the Year Award from Gateway. He successfully developed the company's first Unix-based special purpose super computer -- on schedule and within budget. The project entailed negotiations with the government of Australia for DSP chip and custom chip fabrication in France and in California, sub-contracting of two custom chips in Silicon Valley, sub-contracting file system development in Colorado, in-house porting of a real-time multitasking kernel, and in-house development of custom chips, hardware and software.

Expert has extensive negotiating experience. From negotiations with the government of Australia for Digital Signal Processing chips, to trade negotiations for services in Europe, Japan, Australia, South America, and technology partnerships in the U.S., to current work negotiating trade agreements with information technology suppliers from Russia, China, Pakistan, India and Mexico.

Expert has successfully participated in and been responsible for trade shows in, among others, Las Vegas, New York and Taiwan.






materials management


production control


corporate strategic planning


production process






distribution management


inventory management


quality management


project management


program evaluation-and-review technique


technology management


trade agreement


trade show

Expert has led various marketing efforts, and participated in others. From product launch of computer peripherals sold to OEMs, distribution and resellers, to online marketing programs for PCs, he has developed and launched marketing programs in the U.S., Canada, Europe, Australia and South America. Additionally, he has led marketing efforts for B2B and B2C Internet companies as well as IT services providers. Through extensive hands-on start up experience, as well as consulting for various start-ups, coupled with the development of the @WEBO Index and other market research methods, Expert is well poised to quickly asses market trends.

As Founder of Aptec University, he has lectured on technology innovation, applied the concepts, and reaped its rewards. Through his high impact leaderships, motivational and management skills, he is able to create an environment where creativity flourishes. He believes this to be the perfect method since technology creativity gains can be realized via small incremental changes, or radical innovation.

Expert has extensive experience marketing technical products for major global aerospace companies. This includes development of collateral such as data sheets and user guides.




marketing communications


market trend


management decision-making


market potential


service marketing


marketing database


marketing software


technology innovation


new technology business value measurement


technical marketing

Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: Los Angeles, California;  San Diego, California;  Long Beach, California;  Santa Ana, California;  Anaheim, California;  Riverside, California;  Glendale, California;  Huntington Beach, California;  San Bernardino, California;  and Chula Vista, California.

Year   Degree   Subject   Institution  
1976   M.B.A.   Business Administration   National University  
1973   B.S. (EE)   Microwave Communications [Minor in Biomedical Engineering]   San Diego State Unviversity  

Work History:
Years   Employer   Department   Title   Responsibilities

2000 to







Expert is involved in strategic planning, marketing, sales, and business development.

1998 to 2000





Executive V.P.


With AMTRAN, he provided worldwide customer service, technical support and quality assurance. In the U.S., he was engaged in general management duties including marketing, sales, and business development.

1995 to 1998


DIVA Solutions





He was involved in the development of a global call center network, P&L, marketing, sales, and operations.

1993 to 1998


MAG InnoVision




Vice President


His position with this monitor manufacturer included the architecture of IT infrastructure to support growth of the company from $70 million to over $600 million within five years. He also worked with the ERP, eCRM, PBX, expert system, and more.

1989 to 1992


Aptec Computer Systems




Vice President


With Aptec, Expert developed the special purpose supercomputer sold to NASA, the Japanese Defense Agency and others.

1987 to 1989


Ardent Computer




Director, Engineering/Manufacturing Operations


He was involved in transfer technology to Japan. He set up the engineering lab and the ERP system.

1985 to 1986


Counterpoint Computers




Director of Manufacturing


Expert set up the manufacturing infrastructure, including an ERP system.

1979 to 1984


Convergent Technologies




Director of Manufacturing


He was responsible for manufacturing, supply chain, warehousing, testing, and more.

Career Accomplishments:

Expert is a member of IEEE, the American Society for Quality Control (ASQC), the Society of Hispanic Professional Engineers (SHPE), and .NET Orange County.


Expert has a small business certification.

Professional Appointments

He is on the board of directors for SecureStreams and iValueHub.


Expert's company has received the PC Reader's Choice Award for Service and Reliability. His firm was the only non-Japanese company in this category to receive the award.

Publications and Patents Summary

He has numerous publications in technical journals.

Consulting Services:
Selected Consulting Examples:
  • Expert introduced clients to venture capital. He prepared the International Funding Road Show in both Taiwan and Canada.
  • He developed an SCM (supply chain management) solution and "Indian Strategy" for a client.
  • Expert developed strategic planning, business plans, and alliances for a dot-com client.
  • He also developed strategic and implementation plans for a roll-up company to merge with a major information technology firm.
Recent Client Requests:
  • Expert in manufacturing distribution for consulting on establishing the coca cola business system model.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

International Experience:
Country / Region   Summary
Taiwan   He has lectured on quality assurance and operational efficiencies. He also sourced hardware products.
Japan   Expert transferred supercomputer class technology to Kubota Computer. He also did assurance and operational efficiencies and sourced hardware products.
India   He was the representative for various IT companies.
Europe   He developed a global call center network.
Australia   Expert negotiated with the government of Australia for DSP chips. He was also involved in call center operations.

Language Skills:
Foreign Language   Description
Spanish   Expert is fluent in Spanish.
French   He also has fluency in French.

Market Research:
He has extensive online and traditional marketing experience.

Click the green button above to contact Expert for a free initial screening call regarding your marketing research, industry research, and company research needs.  For research needs involving multiple experts or secondary research, a Research Director can be assigned to coordinate the work into a custom report for you as a potentially quicker and more cost effective alternative to doing this work yourself or hiring a boutique consultancy.  Remember, your initial screening call to speak with Expert is free.

Additional Skills and Services:

Expert has lectured on quality improvement for major computer peripheral manufacturers in Japan, Taiwan, and Korea.

Supplier and Vendor Location and Selection

He has extensive vendor selection experience in Southeast Asia.


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