|Stewart Advisory Company, LLC
President and CEO
1991 to Date
|Facilitates strategic planning processes for nonprofit organizations, manufacturing, technology and service industries. Develops clear and concise business plans that are used to: focus a management team, create strategic alliances, obtain investment funds, attract key employees and commit corporate goals to writing. Develops marketing and business strategies for start-up, emerging and established areas of business. Experienced in formulating and implementing growth strategies for organizations.|
|Investor’s Financial, Inc.||President and Financial and Operations Principal, 1988 to 1991
Management of a Chicago, IL broker/dealer investment and securities company.
|Associated Equities, Inc.||Vice-President and General Securities Principal, 1987 to 1988
Management of a Chicago, IL broker/dealer specializing in private placement offerings.
|The Myers Group||National Sales Coordinator, 1985 to 1987
Marketing/Sales Department of a Dallas, TX sponsor of privately offered land investment programs.
|Stanford Securities, Inc.||Due Diligence/Account Executive, 1984 to 1985
Registered Representative with a Chicago, IL broker/dealer involved in institutional and financial planning.
Board of Trustees of University School of Milwaukee
Co-Chair Phase II Next Generation Capital Campaign
City of Mequon Ethics Board
Advancement Committee and Committee on Trustees of University School of Milwaukee
Past President, Alumni Board of University School of Milwaukee
Co-Chair of the University School of Milwaukee Annual Fund 2004-2005
Alumni Chair of the University School of Milwaukee Annual Fund 2002-2004
Strategic Planning, Diversity and Communications Committees of University School of Milwaukee
Chair of the Friend’s Steering Committee of the Health Education Center of Wisconsin
Alumni Division Cabinet of Annual Fund for the University School of Milwaukee 1999-2001
Junior League of Milwaukee
President of a Homeowners Association in Mequon, WI
Secretary of the International Association of Financial Planners in Chicago, IL
||BA - Northwestern University
MBA - Marketing and Management
J.L. Kellogg Graduate School of Management, Northwestern University