Peter Finfrock

Bio

Peter Finfrock, a native of the island of Palm Beach, Florida, graduated with Honors from WesleyanUniversity in Middletown, CT. He went on to get a Master of Arts degree in Educational Instruction and Curriculum at the University of Colorado, and an MBA from the Thunderbird School of Global Management, the world’s #1 school of international Business (per The Financial Times, Barron’s, Wall Street Journal, and BusinessWeek). His MBA emphasis was in Global Finance and Operations.

Peter’s background in logistics and Operations Management includes the following credentials:

  • Peter worked for three years in the production of the Macy’s Thanksgiving Day Parade and Fourth of July Fireworks, as well as numerous other high-profile and televised events at the Macy’s Office of Parade and Annual Events in New York City.
  • He successfully managed a team of twelve as Director of Logistics at the Colorado Dance Festival.
  • He was Director of Ticket Sales at the Chautauqua Summer Festival in Boulder, Colorado, where he managed a team of three.

Peter also has a track record of success in the Financial industry. At Charles Schwab he was quickly promoted from entry level to Senior Stock Broker in Schwab’s highest revenue Signature Platinum division, where he was a dedicated point man for Schwab’s most important clients. He also won the Customer Service Pro award at American Century Funds.

After Schwab, Peter started his own consultancy business. Hehas managed a small hedge fund (the IBD Strategy Fund) and produced returns in excess of all major US indices during the turbulent 2000 market bubble burst. He has also created a global real estate portfolio, with properties in Buenos Aires; Rio de Janeiro and Natal, Brazil; Panama City, Panama; and Marbella, Spain, as well as investment excursions into Quebec, Canada; France; Cartagena, Colombia; San Juan, Puerto Rico; and more. He has developed extensive networks of attorneys, property managers, web-site designers, real estate agents, furniture suppliers, and other key players in all of his main markets, proving that he can successfully stage operations in international business environments. Please see for more information about past and current consulting projects.

Peter speaks four languages at a professional business level of fluency: English, Spanish, French, and Dutch. He has lived full-time in Italy and Austria, as well as the United States. He likes mental challenges and wants to help small- to medium-sized businesses achieve peak performance, and rid themselves of needless waste and bottlenecks.

PETER FINFROCK

15 S Palmway, #13♦Lake Worth, FL 33460♦T (561) 459-1467 / M (561) 379-6104 ♦

Leadership Profile

OBJECTIVE: A Management position seeking to bring MBA business skills to invigorate the institution, while making use of his extensive Management and Consulting experience background.

SUMMARY: Over eight years of Management experience with a proven ability to effectively use Predictive/Optimization Models, Strategy, Business Process Re-engineering, and Financial skills. Able to successfully problem-solve as well as manage both projects and people in an effort to exceed company goals. Member of the Council of Logistics Management and the Institute for Supply Management.Multi-lingual fluency in English, Spanish, French, and Dutch as well as a working knowledge of German and Italian. Ability to communicate effectively with team members and provide direction that inspires confidence among peers and associates. A strong, proven leader with a history of producing results in a short period of time utilizing capabilities and expertise in:

International ManagementStrategic PlanningPredictive/Optimizing Modeling

Operations ManagementPortfolio ManagementOrganizational Management

Professional Experience

CEO, Alpha-Directorate, Inc., West Palm Beach, FL, 2000 - present day

; Business Process Re-Engineering Consulting

Recent Projects include:

  • Greenfield development of global real estate investment portfolio, with re-sale and rental income components, with extensive value chains (selling agents, legal representation, developers, property managers, bank agents, financing, furnishing, utility set-up) in seven countries on three continents, diversified across multiple currencies and economies. On-the-ground investment research in many more locations. Rental website development.
  • Extensive Enterprise Resource Planning Initiative for NYC small-business owner.
  • Complete business plan development for Greenfield import/export business seeking to sell Argentine furniture in the United States.
  • Complete business plan development for small hedge fund manager seeking to start a specialized portfolio; including detailed Portfolio Optimization analysis and forecasts.
  • Portfolio Management for start-up small hedge fund; Minimized Fund losses during one of the worst market corrections in history; Outperformed Nasdaq, S&P, and Dow Indexes

Senior Stock Broker, Charles Schwab & Co., Inc., Glendale, CO, 1997 to 2000,

  • Worked through the ranks to the level of Senior Stock Broker in Schwab’s highest revenue client division.
  • Subject Matter Expert in Taxation, Retirement, Technical Analysis.
  • Supervised Options Trading Approval and Compliance.

Experience in Non-profit business Administration

Office of Parade and Annual Events, Event Production Coordinator/Financial Assistant

Macy’s East, New York, NY, 10/90 – 8/92

Participated in team production of the following events:

  • Macy’s Thanksgiving Day Parade, ’90, ’91, televised
  • Macy’s New York City Fourth of July Fireworks, ’91, ’92, televised
  • Macy’s Annual Flower Show, ’91, ’92
  • Tap-O-Mania, ’91, ’92 (World’s Largest Tap Dancing event)
  • Cystic Fibrosis Benefit Party, ’91, ’92
  • HBO Josephine Baker Benefit Party for HarlemSchool of the Arts, ’91
  • Georges Marciano Fashion Show, ’92
  • Brooke Astor’s 90th birthday party benefit for Citizen’s Committee of NY
  • Macy’s Springfield, Virginia, store-opening parade, ‘92
  • Operation Happy Children (Christmas), ’91
  • Air SupreMacy Party (unveiling Macy’s $150 million advertising campaign)
  • Babar balloon test flight
  • Macy’s All-Star Games for dad (Father’s Day Amusement Park/Carnival)

Responsibilities Included:

  • Managing Logistical event production concerns (organizing/managing the Parade costumed character operation; preparing and distributing promotional materials; organizing portable toilet distribution; obtaining police permits; arranging celebrity hotel accomodation, etc.)
  • Preparing Operations Reports, maps and slide presentations
  • Maintaining records of expenses and income; preparing seasonal budgets; reconciling accounts
  • Processing staff payroll and time records

Freelance/Volunteer Event production Experience:

  • Benefit fashion show for Juvenile Diabetes,Princeton, NJ, ’91
  • The CenterGarden Party and Silent Auction, New York, NY, ’92
  • Two Fold/One Kind, theatrical production, Nomad Theater, Boulder, CO, ’93

Colorado Dance Festival, Logistics Coordinator,

Boulder, CO, 13th Season, 1995

  • Managed eight-person logistical team, creating an empowered, dynamic work environment
  • Successfully negotiated all in-kind fundraising from community sources, including donations of catering, flowers, restaurant receptions, pagers, etc.; Negotiated goods and services in exchange of sponsorship/advertising
  • Coordinated lodging, transportation, and personal concerns for approximately 60 visiting artists during the month-long festival. This included securing suitable housing, arranging transportation to outreach sites, air transportation, rental cars, phone hook-up, rental furniture, developing on-site communication systems, linens, keys, room assignments, etc.
  • Organized receptions, student orientations, and other program functions. This included coordinating hospitality crew, securing donations of food, catering and restaurant receptions, floral arrangements, creating an attractive and celebratory atmosphere, etc.
  • Prepared and presented weekly logistical operations plans at staff meetings, coordinating the movements of all staff members and visiting artists
  • Coordinated the hiring of housing and artist liaison personnel
  • Developed and implemented all artists itineraries
  • Oversaw development of artists’ welcome packets
  • Supervised weekly house changeovers

Colorado Chautauqua Association, Box Office Manager

Boulder, CO, 1996 Season

  • Managed five-person Customer Service Team, in an empowered atmosphere, coordinating schedules and skill-sets.
  • Reconciled tickets sales and cash and credit card records, for Chautauqua and outside agents using our facilities.
  • Distributed tickets to outside outlets.

Education

Thunderbird, The GarvinSchool of International Management- Glendale, AZ

MBA - International Management

Specialization: Global Finance, Operations Management, Latin American Region

Winner: prestigious Thunderbird “Global” Scholarship, $28,000

Universidad de La Habana - Havana, Cuba

University of Colorado at Boulder, Boulder, CO

Master of Arts, Educational Instruction and Curriculum

WesleyanUniversity - Middletown, CT

Bachelor of Arts in History, Honors

Winner: Four-Years, Wesleyan “University” Scholarship

Intercollegiate Center for Classical Studies - Rome, Italy

Choate Rosemary Hall, Wallingford CT, 1986

High School Diploma

National Merit Scholarship letter of Commendation

One year living in the alps outside of Salzburg, Austria

Core Competencies:

Quantitative/Software Skills: Predictive/Optimization Models (Lindo, WinQSB, @Risk), Advanced Excel, Excel VBA Macros, SPSS, Portfolio Optimization (Barra, Ibbotson Encorr), FinancialEngineering (derivatives), Bloomberg Certification (Intro and Level I), Regression Analysis, portfolio-based risk analysis, Information Ratios, Customer Relationship Management (CRMbrella).

Languages: Fluent: English, Spanish, French, Dutch; Read/Understand: German, Italian.

Memberships: Council of Logistics Management, Institute for Supply Management

Licenses: Florida Real Estate Salesperson License

Interests:Political Economy

Core Personal Values:Honesty, Authenticity, Contribution

Primary Marketing Message:Adding Tremendous Value with Skill, Intelligence, and Integrity.

Personal Information:

Marital Status:Single

Citizenship:United States

Date of Birth:June 5, 1968