Finance – Appleton Greene & Co

Ms Ceppi MBA BA – Executive Consultant

Ms Ceppi is an approved Executive Consultant at Appleton Greene and she has experience in marketing, management and human resources. She has achieved a Master of Business Administration from and a Bachelor of Arts in Psychology. She has industry experience within the following sectors: Entertainment; Insurance; Pharmaceutical; Healthcare and Media & Marketing. She has had commercial experience within the following countries: United States of America, or more specifically within the following cities: Los Angeles CA; San Diego CA; New York NY; Philadelphia PA and Chicago IL. Her personal achievements include: projects under my purview generated nearly $120M gross revenue and gained 3.5 market share points in FY 2011, despite year-over-year industry losses at Warner Bros.; I created a full strategic plan to assist agents in retaining clients via local marketing tactics at Farmers Insurance; I implemented a social media marketing campaign which exponentially increased likes, reach, engagement and follows at FocusedRx; I drove increased shelf presence at retail through account specific promotions and events at leading accounts including Wal-Mart, Best Buy, and Target and I successfully launched Martha Stewart and Lifetime DVD brands at retail, achieving strong presence in major outlets and media awareness at launch at Warner Bros. Her service skills incorporate: traditional and new media marketing; quantitative, strategic and competitive analysis; negotiation project management and cross-functional team leadership.

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Mr Baker BS – Executive Consultant

Mr Baker is an approved Executive Consultant at Appleton Greene and he has experience in management, human resources and finance. He has achieved a Bachelor of Science in Mathematics with Minor in Military & Computer Science. He has industry experience within the following sectors: Logistics; Aviation; Manufacturing; Banking & Financial Services and Electronics. He has had commercial experience within the following countries: United States of America and Ecuador, or more specifically within the following cities: Atlanta GA; Charlotte NC; St Louis MO; Cleveland OH and Columbus MO. His personal achievements include: lead change agent responsible for improving all aspects of the NCR continuous Improvement certification and training programs globally; CI community to achieve $140 million annually in benefits by defining and maintaining project management policies, processes and methods and projects include development of strategy deployment processes to align policy with execution, and architecture of business management systems and dashboards. His service skills incorporate: strategic planning; change management; continuous improvement; curriculum development and instructor and business process improvement.

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Mr Metz BA – Executive Consultant

Mr Metz is an approved Executive Consultant at Appleton Greene and he has experience in management, human resources and information technology. He has achieved a Bachelor of Arts. He has industry experience within the following sectors: Manufacturing; Retail; Consultancy; Advertising and Technology. He has had commercial experience within the following countries: United States of America and Mexico, or more specifically within the following cities: New York NY; Los Angeles CA; Chicago IL; Atlanta GA and Honolulu HI. His personal achievements include: successfully created first licensed jewelry program for Shop At Home, Scripps Media; implemented complete guild inventory program for Signet; retooled and refined inventory assortment for Lenox; negotiated successful licensing program for Helzberg and created merchandising and marketing departments for retailer in Cancun, Mexico. His service skills incorporate: project management; personnel training; business analysis and agreements negotiations.

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Mr Johnston MSc Dip – Executive Consultant

Mr Johnston is an approved Executive Consultant at Appleton Greene and he has experience in marketing, management and production. He has achieved an Master of Science in Strategic Management and a Post Graduate Diploma in Management Practice. He has industry experience within the following sectors: Consultancy; Automotive; Banking & Financial Services; Manufacturing and Oil and Gas. He has had commercial experience within the following countries: United Arab Emirates; Qatar and United Kingdom, or more specifically within the following cities: Dubai; Doha; Kuwait; Bahrain and London. His personal achievements include: led sales growth for MENA training and team building consultancy in 2009; designed MENA product promotion roll out plans for FMCG client in 2010; received CEO Award for significant sales contribution in 2010; acquired 3 new luxury brand client accounts in 2010/11: Chanel, Louis Vuitton and Infiniti and secured major new client with initial contract value of: $4.4m in 2012. His service skills incorporate: leadership; sales management; contract negotiation and mobilization projects; product development and safety performance improvement.

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Mr McLauchlin DBA MBA BA – Senior Consultant

Mr McLauchlin is an approved Senior Consultant at Appleton Greene and he has experience in globalization, management and finance. He has achieved a Doctorate of Business Administration in Strategic Leadership – IP , a Master of Business Administration in Global Management and a Bachelor of Arts in International Affairs. He has industry experience within the following sectors: Government; Defense; Consultancy; Banking & Finance Services and Real Estate. He has had commercial experience within the following countries: United States of America; United Kingdom; United Arab Emirates; Africa and Dominican Republic, or more specifically within the following cities: Washington DC; London; Dubai; Juba and Geneva. His personal achievements include: coordinated $18 billion international program; Institutional Reform Ministry Foreign Affairs; developed asset acquisitions over $356 million; directed emerging market entry and turnaround of national internet provider. His service skills incorporate: strategic planning; corporate turnarounds; emerging markets; financial management and corporate intelligence.

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Ms Roque BBA – Associate Consultant

Ms Roque is an approved Associate Consultant at Appleton Greene and she has experience in management, finance and globalization. She has achieved a BBA Licentiate Degree in General Business Administration and Management. She has industry experience within the following sectors: Accountancy; Healthcare; Education; Utilities and Hypermarkets & Supermarkets. She has had commercial experience within the following countries: Portugal and Spain, or more specifically within the following cities: Lisbon and Valencia. Her service skills incorporate: project management; business analysis; consultancy; internal control and financial analysis.

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Mr Wiggins BS – Associate Consultant

Mr Wiggins is an approved Associate Consultant at Appleton Greene and he has experience in marketing, management and finance. He has achieved a Bachelor Degree in Industrial Management. He has industry experience within the following sectors: Logistics; Retail; Manufacturing; Insurance and Banking & Financial Services. He has had commercial experience within the following countries: United States of America, or more specifically within the following cities: Atlanta GA; New York NY; Chicago IL; Philadelphia PA and Boston MA. His personal achievements include: implemented microfiche to image conversion storage project for AIG resulting in 6 million dollars per year of savings; improved collections process for Village Podiatry – healthcare resulting in 3.1 million dollars per year in collections; designed, implemented and managed document storage and retrieval process for Home Depot with annual savings exceeding 9 million; managed OSHA maintenance project for NES Rentals and workers compensation claims processing for Allmerica Ins. His service skills incorporate: process improvement; workflow; imaging and data base storage.

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Mr Earley MA BA – Senior Consultant

Mr Earley is an approved Senior Consultant at Appleton Greene and he has experience in finance, human resources and marketing. He has achieved a Masters in Educational Psychology, a Bachelor of Arts in Psychology and Religious Studies and he is a Certified Financial Planner Practitioner. He has industry experience within the following sectors: Banking & Financial Services; Education; Non-Profits & Charities; Real Estate and Entertainment. He has had commercial experience within the following countries: United States of America, or more specifically within the following cities: Los Angeles CA; San Diego CA; Palm Springs CA; Anaheim CA and Las Vegas NV. His personal achievements include: successful rollout of national training; improved sales team effectiveness; implementation of diversity training; increased sales & productivity and staff development & training. His service skills incorporate: technical training; subject expert; communications trainer; behavioral finance and project management.

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Mr Santamaria MBA BS – Executive Consultant

Mr Santamaria is an approved Executive Consultant at Appleton Greene and he has experience in management, globalization and finance. He has achieved a Master in Business Administration and a Bachelor of Science in Business Management. He has industry experience within the following sectors: Manufacturing; Electronics; Logistics; Healthcare and Consumer Goods. He has had commercial experience within the following countries: Philippines; China; Singapore and United States of America, or more specifically within the following cities: Manila; Hong Kong; Beijing; Singapore and Los Angeles. His personal achievements include: consistent year over year historical best logistics performance with EC&P over the last 4 years – last achievement was a reduction in global logistics spend by 13% or $2.6M in 2013; reduced procurement cycle times by 23%; worked with various suppliers to set up VMI programs out of the box airfreight solutions which led to over USD 800K in savings and consistently exceeded sales and financial targets with various sales and commercial roles in LEP, TNT, Exel, and Agility. His service skills incorporate: supply chain management; budgeting and forecasting; strategic planning; project management & solutions design and global logistics operations.

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Business Forecasting

A financial forecast is an estimate of future financial outcomes for a company or country (for futures and currency markets). Using historical internal accounting and sales data, in addition to external market and economic indicators, a financial forecast is an economist’s best guess of what will happen to a company in financial terms over a given time period – which is usually one year. Arguably, the most difficult aspect of preparing a financial forecast is predicting revenue. Future costs can be estimated by using historical accounting data; variable costs are also a function of sales. Unlike a financial plan or a budget a financial forecast doesn’t have to be used as a planning document. Outside analysts can use a financial forecast to estimate a company’s success in the coming year.

Mr Al-Buhaisi BSc – Executive Consultant

Mr Al-Buhaisi is an approved Executive Consultant at Appleton Greene and he has experience in marketing and management. He has achieved a Bachelor of Science in Chemical Engineering and a Bachelor of Science in International Business. He has industry experience within the following sectors: Manufacturing; Chemicals; Agriculture; Consumer Goods and Biotechnology. He has had commercial experience within the following countries: Egypt; Saudi Arabia; United Arab Emirates and Africa, or more specifically within the following cities: Cairo; Riyadh; Abu Dhabi, UAE; Ghana and Kenya. His service skills incorporate: market research; business partnering; sales & marketing management; organizational management and operation management.

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Mr Gunawan BS – Associate Consultant

Mr Gunawan is an approved Associate Consultant at Appleton Greene and he has experience in management and finance. He has achieved a Bachelor Degree in Economics. He has industry experience within the following sectors: Manufacturing; Logistics; Retail; Consultancy and Banking & Financial Services. He has had commercial experience within the following countries: Indonesia, or more specifically within the following cities: Jakarta; Banjarmasin; Balikpapan; Tangerang and Palembang. His personal achievements include: developed and implemented group risk management; business continuity plan at PT United Tractors Tbk; implemented part business process reengineering; service business process reengineering and unit business process reengineering within Parts Division at PT United Tractors Tbk. His service skills incorporate: corporate transformation; project management; change management; supply chain management and accounting & auditing.

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Telecommunications – Toronto, Canada

Mr DiDonato MBA BS – Senior Consultant

Mr DiDonato is an approved Senior Consultant at Appleton Greene and he has experience in management, finance and marketing. He has achieved a Master of Business Administration in Finance & Entrepreneurship and a Bachelor of Science in Business. He has industry experience within the following sectors: Retail; Real Estate; Consultancy; Consumer Goods and Franchise. He has had commercial experience within the following countries: United States of America, or more specifically within the following cities: New York NY; Atlanta GA; Boston MA; Los Angeles CA and Chicago IL. His personal achievements include: grew company by 400%; turnaround of failing retail company; opened 200 stores globally; improved profits by 50% and consulted numerous c-level executives. His service skills incorporate: turnaround restructuring; profit improvement; strategy development; business transformation and site selection.

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Manufacturing – Riyadh, Saudi Arabia

Mr Kumar MBA MMS BSc – Executive Consultant

Mr Kumar is an approved Executive Consultant at Appleton Greene and he has experience in marketing, management and finance. He has achieved a Master in Business Administration, a Masters in Management Science and a Bachelor of Sciences. He has industry experience within the following sectors: Logistics; Transport and Consultancy. He has had commercial experience within the following countries: United States of America; India; China; Bangladesh and Pakistan, or more specifically within the following cities: New York NY; New Delhi; Mumbai and Los Angeles CA. His personal achievements include: identified and implemented new services; achieved top and bottom-line growth; negotiated service contracts and managed business start-up’s. His service skills incorporate: business strategy; negotiating contracts; global procurement and international trade.

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Mr Birch PhD MS BS – Senior Consultant

Mr Birch is an approved Senior Consultant at Appleton Greene and he has experience in marketing, management and finance. He has achieved a PhD Business in Organization and Management, a Master of Science in Technology Management and a Bachelor of Science in Technology Management. He has industry experience within the following sectors: Banking & Financial Services; Healthcare; Manufacturing; Aviation and Technology. He has had commercial experience within the following countries: United States of America, or more specifically within the following cities: Atlanta GA; Dallas TX; Los Angeles CA; Chicago IL and Detroit IL. His personal achievements include: pioneered the operational and financial analysis for the managed services and communications, media & entertainment business units; conducted research and analysis of historical operational performance, critical performance indices and future work; conducted customer utilization research, product reliability research, and competitive analyses; led the strategic planning team of senior managers that conducted the research, planning, and forecasting of maintenance operations along with creating the model for new business and add-on sales for existing clients; conducted research and analysis of historical operational performance, critical performance indices, and clients’ feedback; conducted time studies of employees’ utilization and efficiency based on skill sets and experience levels; worked with senior leaders to identify critical transformational activities; conducted transformational training, identified critical subject matter experts and change agents and launched all transformational activities. His service skills incorporate: strategic corporate planning; mergers & acquisitions; business intelligence & analytics; disaster recovery & infrastructure stabilization and process planning & development.

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