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 Expert  728712

Expert in Products and Services for the HVAC and Water and Environmental Industries

Available for your Consulting and Expert Witness Needs

Arizona (AZ)
Education Work History Consulting Services Expert Witness Market Research

Summary of Expertise:

Listed with other top experts in: 

Expert has eighteen years experience in the residential and commercial HVAC industry initially with York International and later Johnson Controls. He began as a sales engineer and advanced through a series of positions including sales manager, branch manager, head of commercial HVAC marketing, and strategic planning. He returned to York five years ago as General Manager of York International Ltd and utimately VP of the Northern Region after acqusition by JCI. He understands the products, markets, sales channels and key competitors within the HVAC industry and has helped multiple clients with a variety of consulting needs.

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.


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 equipment


heating system


heating, ventilating, and air-conditioning equipment


heating, ventilation, air conditioning, and refrigeration


reverse osmosis industrial wastewater treatment


reverse osmosis water treatment

Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: Phoenix, Arizona;  Mesa, Arizona;  Glendale, Arizona;  Scottsdale, Arizona;  Chandler, Arizona;  Tempe, Arizona;  Gilbert, Arizona;  and Peoria, Arizona.

Year   Degree   Subject   Institution  
1974   MBA   Finance Marketing   Kellogg Northwestern University  
1973   BS   Finance   University of Illinois Urbana-Champaign  

Work History:
Years   Employer   Title   Responsibilities

2009 to






Consulting platform serving multiple clients including professional services firms, financial analysts and private equity firms.

2007 to 2009


Johnson Controls


VP Northern Region


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.

2005 to 2007


York International LTD


General Manager


General Manager of Canadian subsidary with six locations and $120M in HVAC revenue. Acquired by Johnson Controls.

1999 to 2004


Siemens Water Technologies


Sr VP Sales and Marketing


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.

1997 to 1999


US Filter


VP Sales Midwest


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.

Consulting Services:
Selected Consulting Examples:
  • 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.
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:
Recent Litigation Client Requests:
  • Expert in HVAC.
  • Chiller system expert arizona for consulting on Chiller System, design, installation and operations preferably in Arizona.
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:
Years   Country / Region   Summary
2005 to 2007   Canada   He was General Manager of York's Canadian subsidary York International Ltd, with P&L responsibity for the six location $120 M operation.

Market Research:
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.

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:
Other Skills and Services

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.


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