Business Management Expert Witness

Provides Opinion & Testimony In:

Business Management methods practices, Business Financial Modeling, public policy, regulatory strategy development, implementation with decision makers, complex negotiation leadership, business strategy development

Expert Witness No.1895



1990 Stanford University MS Business Management                                         
1972 University of Colorado MSEE & Computer Science                                             
1970 Rutgers University MSME                                                                             
1968 University of Cincinnati BSME         
Numerous Student Awards for Leadership and Scholarship                                                                  


Registered Professional Engineer in California and Illinois


May 2005 Advativ Advisors President and CEO                         
Provider of world-class business building support including litigation expert witness testimony, business financial modeling, public policy and regulatory strategy development and implementation with decision makers, complex negotiation leadership, and business strategy development

Jan 2001 to April 2005 AirZip, Inc. President and CEO                         
Software solution for persistent file security and speed of transmissions Implemented major strategic change from strategy defined prior to Lee to one with large potential.  Personally developed OEM agreements with major global office products suppliers AirZip acquired and continues implementation of this strategy

May/2000 to Jan 2001 Telera, Inc. COO/VP Network Services             
Leadership in transformation of Product Company into a service company Integration of the best of web driven technology with PSTN voice networks and regulatory opportunities Personally made Telera’s largest sale.

April/1999 to May/2000 Alacrity Communications, Inc. President and CEO                            
Created strategic plan for value creation; restructured company; positioned company as a leader in integrated voice, data, and video switching semiconductor solutions markets; successfully negotiated sale of company.

Oct/1997 to April/1999 PHB-Hagler Bailly Sr. VP Global Telecom Sector                  
Founded and built a successful Global Telecommunications Consulting Practice in existing firm.  Expert witness for the FCC in major wireless spectrum suit and for Samsung in large IP suit.  Created strategy and plan for fiber build by a large gas pipeline company.  Helped several companies with telecom competition plans.

Pacific Bell
June/1990 to Oct/1997 VP and Officer                                         
Feb/1995 to Oct/1997 VP Local Competition                              
Total corporate leadership of all aspects of opening markets to competition; policy, legal, regulatory, legislative network and systems development, negotiations of agreements with competitors, executive public spokesperson Also formed and lead the Pacific Bell CLEC Company to provide local services outside Pacific’s franchised territories. Two special awards from Board of Directors for excellence

Jan/1994 to Feb/1995          VP Business Market Group            
All product development, product management, promotions, and sales channel development for all Pacific Bell business customer markets plus direct sales and service to National Accounts.  Exceeded revenue goal of over $3B/year.   Introduced new data networking products.

Aug/1992 to Dec/1993 VP & GM National Accounts                  
$1Billion/year responsibility for all Pacific’s large business customers Turned around a 5-year continuous revenue decline through dramatic changes in the management team, sales metrics and incentives, and product focus.                                                                                   

Feb/1991 to Aug/1992 VP Network Technology and Engineering
Lead 2500 employees to significantly reduce network implementation costs while implementing significant new technology voice and data network enhancements.  Implemented the SS7 Signaling Network, created new network configurations to support greater competitive flexibility, built new data networks.

June/1990 to Feb/1991 VP Strategy and Planning                                 
Create the total Pacific Bell Business Plan.   Evaluate new business opportunities and propose new investment directions.  Founded Pacific Bell wireless, the company that became Cingular.

Sept/1989 to June/1990 Stanford Graduate School of Business                                                                      
March/1988 to Sept/1989 President: PacTel Meridian Systems                                                                       
Formed new communications equipment sales and Service Company.  Exceeded profit goals.   Reported to board and demonstrated business growth.  Achieved profit levels in 1988 and 1989 higher than any other comparable company in the US.   Created a very strong and excited management team.

Oct/1986 to Feb/1987 Sr.VP PacTel Info Systems                                                                                 
P&L responsibility for computer retail stores and communications systems sales and service business – 1200 to 2000 employees, $150M/yr  Significantly improved profits of prior business structure and rapidly grew revenues of computer sales.

Jan/1979 to Sept/1986 Northern Telecom                                                                                                
Feb/1984 to Sept/1986 VP Western Region                               
Direct sales and service of communications systems – $130M/year.   Create high market share in 11 western states.  7 offices managed.  In 18 months, turned around the lowest profit NTI division to the highest profits.  Implemented excellent sales disciplines and teamwork which achieved the highest market shares in target markets of any competitor. Many large sales Recognized as the outstanding region VP in NTI
Jan/1982 to Feb/1984 VP Distributor Marketing                         
Total US Sales to all resellers of NTI voice and data communications products.  Develop new distribution channels. Negotiated agreements with the RBOCs making NTI the supplier of choice Grew revenue from $80M to over $300M/year with no major new products Managed and grew teams in 10 locations across US.

Jan/1979 to Dec/1981         Director US Marketing for PBX Systems  
Product marketing, product management, advertising, contract admin, channel development, sales support, business analysis and development for total US.  Implemented major customer seminars and new sales support and promotions programs.

June/1968 to Dec/1978 Bell Telephone Laboratories                                                                            

1963 to 1967 The Electric Furnace Company Co-op student work alternating school quarters.


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