Heritage Capital Group
A senior financial and strategic planning executive with 30 years of broad leadership experience, including CFO, interim CEO and international operations; experience in rail transportation, intermodal/trucking, global ports/shipping, logistics, and financial services; expert in business strategy development, planning, operating performance improvement, capital investments, turnaround, growth, mergers and acquisitions; also develops and teaches management courses for corporate executives.
A Ph.D. in quantitative management, brings analytical horsepower with business savvy; a top problem solver, a coach & a communicator who can translate a complex problem to its essential core; thrives on challenges, anticipates issues and is comfortable with ambiguities – a team builder, leader and change-agent who has consistently delivered results.
• Played a critical role in implementing CSX Corporation’s ($11 billion revenue) strategic decision to transform the Company from a global multi-modal transportation conglomerate into domestic rail transportation only
• Led teams and sold CSX’s global port business to Dubai Ports for $1.2 billion, after strategically positioning its operations in nine countries; helped CSX acquire and integrate a $4.2 billion domestic rail interest
• Played leadership roles in improving financial & operating performance of CSX’s rail and intermodal business: identified key drivers of performance, benchmarked against best practices and implemented action plans for improvement. This resulted in 110% increase in operating income in 5 years
• Currently, offering strategy and investment banking advisory services, through Heritage Capital Group, to a number of different industry sectors: logistics, distribution, infrastructure, healthcare, food, IT and automotive
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