PTG team provides combined experience of
0
Years of Experience
0
Language Spoken
0
Foreign Companies
0
USA Companies
0
Professional Lic & Certs
PTG Team Provides:
332
Years of Experience
08
Languages Spoken
185
Foreign Companies Served
20
Industries Across USA
205
USA Company Experience
29
Professional Licenses & Certificates
PTG Team Provides:
332
Years of Experience
08
Languages Spoken
185
Foreign Companies Served
20
Industries Across USA
205
USA Company Experience
29
Professional Licenses & Certificates
ABOUT
Pacific Tango Group, LLC is a Knowledge Process Outsourcing (KPO) organization delivering American Business Expertise and Cultural Competency focused on helping Asia Pacific-originated companies succeed in the USA. We are a consortium of highly skilled international business professionals each representing a functional service “bucket” such as – Sales, Digital Marketing, Technology Implementation, Strategy, Operations, Human Resource, Distribution, just to name a few. All services are delivered with a nuanced, holistic, multicultural approach.
SERVICE PLANS
Our Services
Before USA Entry (Planning USA Expansion)
Market Research/Marketing Services
Market research
- Market assessment
- Branding & positioning
- Define target customers
- Voice of customer research
- Concept development/refinement
- Concept validation
- Business case development
- Go-to-Market strategy including distribution strategy
- Integrated marketing plan development
- Product packaging localization
Marketing services/digital marketing
- Media localization
- Development of websites, brochures, marketing collateral
- Creative collaboration
- SEO, Analytics
- Digital marketing development & execution
- Ad campaign
- Product packaging & localization
Sales and Business Development
- Channel Strategy / Reporting
- Launch Strategy / Reporting
- Industry Insights
- B2B Alliances
Product Design & Product Management
- Product Localization
- Brand localization
- Product Audit & review
- Market Analysis for NA Market Suitability
- Product Development Consulting
Site Selection/ IT/Software/ Real Estates
- Location Search
- Site Selection
- Government Site Incentive Analysis
- VPN/CRM/ERP Pipeline Analysis
- Incubator Selection
Customer Service
- US CS Strategy
Operation/ Logistics
- Import/Export Compliance Strategy
- Import Customs Duty Strategy
- Free Trade Zone Strategy
- Logistics Risk Mitigation
Accounting/ CFO Functions/ Business Strategy
Business Strategy
- US Operations Management Strategy Development
Finance and Accounting
- Federal and state tax registration
- Accounting software selection and set up
- Budgeting and cash flow forecasting
- Accounting process development
Documentation/ Localization
- Localize Product Literature
Regulation Compliance & Government
- Licensing Requirements (State Issues: )
- Regulatory Compliance (UL, FDA, EPA, SEC, FAA, FCC, FDIC, FTC)
- Import/Export Customs Compliance
- Tariff/Tax Guidance
- Free Trade Zone Guidance
- Tax Incentives
- Grants Applicability
- Regulatory/Compliance Declaration
- Site Selection
- Incubator Selection
JV Investment/ Venture Capital
- EB 5-Visa Applicability
- FDI Guidance with States
- Tax Incentives
- Grants Applicability
- SelectUSA.gov Guidance
- JV and Partnerships Guidance
- Due Dilligence
HR/ Talent Acquisition/ Executive Training
- Industry Experts Acquisition
- Channel Partnership Investigation
- B2B Alliances
Legal/ Paralegal
- Incorporation (LLC, S-Corp, C- Corp)
- Immigration (USCIS: E1, E2, EB5, B1, B2)
- Business Contract Guidance
During USA Entry (1 +/- Year in USA)
Market Research/Marketing Services
Market research
- Review of Original Marketing Strategy, Plan and Advise Alternatives
- Develop, Finalize & Execute Marketing Plan
- Launch Product/Service
Marketing services/digital marketing
- Localized Media Plan
- Websites, Brochure, Marketing collateral
- Creative Collaboration
- Digital Marketing Development & Execution
- Ad Campaign
- SEO, Analytics
- Product Packaging & Localization
Sales and Business Development
- Direct and Indirect Distribution (Channel Partnership)
- Market Introductions and Penetration
- Trade Shows
- Sales & Marketing Training
- E- Commerce (e.g., Amazon, etc.)
Product Design & Product Management
- Product Localization
- Brand localization
- Product Packaging Localization
- Market Research
- Competitive Landscape Analysis
- Product Development
- Ideation & Creative Facilitation
- Project Management
- Product Management
Site Selection/ IT/Software/ Real Estates
- Physical Location and site selection
- IT System Installations
- Commercial Real Estate/ Residential Real estate
Customer Service
- Identify CS Solution Package (CRM, ERP, PM, etc)
- Localize CS Platform
- Training Materials Development
- Analytics
Operation/ Logistics
- Identify Logistics Partner Discovery (Warehousing, Fulfillment)
- Logistics Strategy & Execution
- Logistics System Alignment with Partners
- Operations &Accounting System Solutions (CRM, ERP, PM, etc)
- Customer Service Execution
Accounting/ CFO Functions/ Business Strategy
Business Strategy
- Executive Financial Review Service
- Fraud Risk Assessment
- Business Process Reviews
- Accounting Policy Development
Finance & Accounting
- Monthly Financial Close Services
- Payroll processing and payroll tax compliance services
- Vendor Payment Processing services
- Corporate tax return prep and filing
- Monthly Financial Reporting to Parent Company
- Expatriate Tax Return Prep and Filing
- Sales Tax Compliance Services
Documentation/ Localization
- Manuals (Product, Operation, Service, etc)
- Collateral and Literature Localization
- SOPs and Work Instructions
- Business Communications
- Documentatio
- General
- External Communciations
- Product Packaging Localization
Regulation Compliance & Government
- Licensing Requirements (State Issues: ) & Execution
- Regulatory Compliance Execution (UL, FDA, EPA, SEC, FAA, FCC, FDIC, FTC)
- Import/Export Customs Compliance Execution
- Tariff/Tax Strategy Execution
- Tax Incentives, Grants Application Execution
JV Investment/ Venture Capital
JV Execution Expert Consultation
- EB 5-Visa Applicability
- FDI Guidance with States
- Tax Incentives
- Grants Applicability
- SelectUSA.gov Guidance
- JV and Partnerships Guidance
- Due Dilligence
HR/ Talent Acquisition/ Executive Training
- Talent Acquisition, Outsourcing and Management
- HR Documentation
- Employee Handbook
- Employee Contracts
- Rules and Regulations, etc)
- Government Compliance Documentation (OSHA, EPA, etc)
- Payroll & Benefits
Insurance (Liability, Benefits, Medical, etc) - Risk Management (Worker’s Compensation)
- Hazard and Safety Review Training, Termination Assistance)
Executive Coaching
- Industry specific Executive Training and Coaching
- Executive Cross-Cultural Training
Legal/ Paralegal
- Entity Incorporation Execution
- License Application Execution
- Regulatory/Compliance Execution
- VISA Applications
- State and Local Government Registration
- Tariff Compliance Registration
- Business and HR Contracts
- Infrastructure Contracts
After USA Entry (USA Office Established)
Market Research/Marketing Services
Market research
- Review & Lessons Learned
- Market Assessment (Competitive Assessment, SWOT, Opportunity Analysis)
- Branding & Positioning Review, Refresh
- Review Target Customers
- Voice of Customer Research, Review, Refresh
- Concept Development/Refinement
- Revisit distribution strategy
- evaluate alternative and/or additional channels
Marketing services/digital marketing
- Creative Collaboration
- Localized Media Plan
- Websites, Brochure, Marketing Collateral
- Digital Marketing Development & Execution
- Ad Campaig
- SEO, Analytics
- Social Media Marketing
- E-mail Marketing
- Blogs & Vlogs
- Podcast/YouTube Channel
Sales and Business Development
- Business Growth Potential Analysis
- Sales & Marketing Acceleration
- Channel Expansion and Augmentation
- Go-to-Market Strategy
- B2B Alliance
- E-Commerce
- B2C Implementaion (e.g. Amazon, etc.)
- Distribution Strategy
- Industry Associations and Representation
- Trade Shows and Symposiums
- White Paper – Content Development
Product Design & Prodcut Management
- Product Design Refresh
- Product Localization
- Brand Localization
- Product Packaging Localization
- Post Sales Analysis & Solution After Next Planning
- Visual Brand Language Refinement &Enhancement
- SKU Rationalization
- Product Roadmap Development
- Concept Development
- Product Prototyping
Site Selection/ IT/Software/ Real Estates
- Physical Location & Site Selection
- IT / Cloud Services
- Commercial / Residential Real Estate
Customer Service
- Analytics
- CS Solution Package, CRM + CS, Ticketing Services
- Training Materials Development
- CS Acceleration / Optimization
Operation/ Logistics
- Modernize Logistics Strategy
- Logistics Services (Warehousing, Fulfillment)
- Logistics System Alignment with Partners
- Operations and Accounting System Solutions (CRM, ERP, PM, etc)
Accounting/ CFO Functions/ Business Strategy
Finance and Accounting
- US Accounting Standard Implementation Services
- Accounting Process Automation Services
- Financial statement compilations, reviews, and audits
Business Strategy
- Outsourced CFO Services
- Internal Control Design and Assessment
Accounting Staff - Training and Development
Documentation/ Localization
- Manuals (Product, Operations, Service, etc)
- Collateral and Literature Localization
- SOPs and Work Instructions
- Business Communications
- Documentation
- General
- External Communcations
Regulation Compliance & Government
- Business Licenses
- Regulatory Compliance (UL, FDA, EPA, SEC, FAA, FCC, FDIC, FTC)
- Import/Export Customs Compliance
- Tariff/Tax Strategy
- Tax Incentives, Grants
JV Investment/ Venture Capital
- Capital Investment Opportunity
- FDI Consultation
- JV and Partnership Consultation
- M&A Opportunities
- Due Diligence
HR/ Talent Acquisition/ Executive Training
- Talent Acquisition, Outsourcing and Management
- HR Documentation (Employee Handbook, Employee Contracts, Rules and Regulations, etc)
- Government Compliance Documentation (OSHA, EPA, etc)
- Payroll & Benefits
- Insurance (Liability, Benefits, Medical, etc)
- Risk Management (Worker’s Compensation, Hazard and Safety Review Training, Termination Assistance)
Executive Coaching
- Executive Training and Coaching (Industry Specific)
- Executive Cross-Cultural Training
Legal/ Paralegal
- Business
- Immigration
- Employment
- Regulatory and Compliance
- Intellectual Property
- Trade
- Regulations
- HR
- Personal
INDUSTRY SECTORS
The above companies represent PacificTangoGroup members’ individual clients and experience.
Service Plan
Turn-Key Solutions
- Our Turn-Key Solutions plan provides a comprehensive approach to implementing the following company-wide structures and programs.
- On-shoring and start-up operations in the USA require attention to the array of expert disciplines and various federal and state-level government regulatory compliance.
- Our group provides a complete roadmap for step-by-step US On-shoring process.
- Complete On-Shoring Program
- Internal Operational Structures and Programs
- External Customer-Oriented Programs
Individual Projects
- Individual Projects are customized solutions to meet client requirements in a domain of expertise.
- Such domains includes for example
- Marketing Strategy
- Business Development
- Finance & Accouting
- Documentation & Localization
- Product Design & Branding
- Business Strategy
- Customer Service Strategy
- Business Contracts
- HR, Talent Acquisition
- Government & Regulatory Compliance
- Individual Projects involve formal proposal.
Subscription-Based
- Subscription-Based Retainer program allows client to choose mixture of small-task services from our extensive listing of offerings at a low monthly payment.
- Clients benefit from the ability to adjust their monthly selection of services on an as-needed basis.
- Monthly Subscription Example:
- Manual Proofreading (2 hrs)
- Digital Marketing Maintenance (2~3 hrs)
- Paralegal Assistance (2 ~3 hrs)
- IT Installation (3 hrs)
- Marketing Strategy Review (2~3hrs)
- Monthly Financial Close Svc (2~3 hrs)
- Payroll Service (2~3 hrs)
Industries
The above companies represent PacificTangoGroup members’ individual clients and experience.
PacificTangoGroup.ORG
Going Beyond the Business Relationship
COMMUNITY
EDUCATION
SOCIAL
PacificTango.ORG
Going Beyond the Business Relationship
COMMUNITY
EDUCATION
NETWORK
OUR MISSION & FOUNDERS
Pacific Tango Group, LLC Copyright 2020
The PacificTangoGroup logo designed by Chief Design Officer, Michael Saubert, represents perfect harmony of the East (Red) and the West (Blue) dancing together.
CEO
- Visionary Go-To-Market Strategist
- US-Asia Business Development
- High Energy Entrepreneur
- 25 Years of International Business
- MS – Mechanical/Materials Engineering
- University of Maryland College Park
- Korea University
- Language: Korean
- Industries
- TIC
- Automotive
- Engineering
- Manufacturing
- AMETEK, Atlas Materials Technology, ALISTA, SERI Technologies
- Hyundai Motor, LG Electronics, Toyota Motor, SGS, First Solar, KCL, Qatar Research
Chief Operating Officer
- Global Product Management, Marketing and Business Development
- Proven Record of Launching Innovative Technology Product Portfolios in Japan and EMEA
- 25 Years of Global Cross-Functional Leadership
- MBA – Anderson School at UCLA
- Japanese Fluency
- Industries
- Wireless Telecom
- Consumer Goods / Electronics
- Logistics
- Motorola, Sprint, Ricoh, Sharp, Brightstar
Chief Cross-Cultural Outreach Officer
- 35+ years developing US-Japan high tech trade
- Community Builder
Entrepreneur and Networker - Speak, read, write Japanese
- Washington University in St. Louis
- BA Japanese Studies
- Vision
Establish an International Learning Center- Connect US and resident foreign communities
- Encourage cross-cultural business connections
- Create lasting personal connections
- Encourage cross-cultural understanding
- Vision
Chief Design Officer
- 22 years of US-Asia Business and product development experience
- 30 years of multidisciplinary design experience
- MS Product Design and Development
- Northwestern University
- Design Engineer
- Design thinking and product development expert
- Strong background in durable and digital products
- UX /physical product IOT integration expert
- C-Level creative facilitator
- Decades providing creative direction and leadership
- Brand design & marketing integration expert
- Appliance, hardware,housewares,softgoods, software industry experience
- Major experience with Craftsman,Kenmore and Diehard brands
Chief ???? Officer
- 30 years of experience in Sales, Retail Trade Marketing, Consumer/CPG Marketing, Healthcare Professional Marketing, Commercialization and Innovation
- Classical CPG Marketing training at companies like Colgate-Palmolive, Bausch and Lomb, Oceanspray Cranberries
- Extensive experience developing and testing positioning statements and concepts and building business cases and propositions, R&D briefs to develop and launch new products and integrated marketing plans for product success on a global basis
- Significant experience marketing to healthcare professionals (HCPs), Key Opinion Leaders (KOLs) and patients/consumers
- MBA in Marketing, William E Simon School of Business Administration at University of Rochester
- Lived in Israel and Thailand
- Fluent in Hebrew with some basic Thai and more basic German
- One utility patent and three design patents
Chief ????? Officer
- 30 years of experience in Sales, Retail Trade Marketing, Consumer/CPG Marketing, Healthcare Professional Marketing, Commercialization and Innovation
- Classical CPG Marketing training at companies like Colgate-Palmolive, Bausch and Lomb, Oceanspray Cranberries
- Extensive experience developing and testing positioning statements and concepts and building business cases and propositions, R&D briefs to develop and launch new products and integrated marketing plans for product success on a global basis
- Significant experience marketing to healthcare professionals (HCPs), Key Opinion Leaders (KOLs) and patients/consumers
- MBA in Marketing, William E Simon School of Business Administration at University of Rochester
- Lived in Israel and Thailand
- Fluent in Hebrew with some basic Thai and more basic German
- One utility patent and three design patents
Chief Strategy Officer
- 20-year career accelerating global project teams and unlocking revenue potential through process and action.
- Launched products into 30+ countries, built companies from conception to commercialization, reorganized entire international sales & marketing departments and a trusted advisor to many executive teams.
- Titles held: Director of Global Business Operations to Director of International Sales to Senior Program Manager.
- Private Sector & Government Sector
- ExperienceLanguages: English, German, Spanish
- BA Marketing & BA German Studies
- Michigan State University
- Industries
- Medical & Dental Device
- Automotive
- Aftermarket Parts
- Manufacturing
- Service Industry
- New Medical, SpiralTech, Bisco, ARM Motorsports, Illinois International Trade Center
- Certifications
- Certified Global Business Professional (CGBP)
- Project Management Professional (PMP)
Senior Technical Writer
- Technical Document Origination Expert
- High-Tech, Engineering, Manufacturing Focused
- GUI Evaluation and Design
- 35 Years of US and Global Experience
- Northwestern University
- Arizona State University
- Spanish Language
- Industry
- Manufacuturing
- High-Tech, IT, SaaS
- Science & Engineering
- Aikon, Marmon FS Technology, Schneider Electric, Garvin Industries, Midland Corp., AMETEK, Haskris, Ameresco Solar
VP, Accounting & Finance for Chinese Entities
- Full-service accounting and finance professional for Chinese entities doing business in USA
- 20 Years of American Accounting and Finance Experience
- 7 Years of Chinese Accounting and Finance Experience
- CPA
- MBA – University of Illinois at Chicago
- Bachelor of Science – Ocean University of China
- English and Chinese Fluency
- Industries
- Whole and Retail
- Manufacturing
- Service Industries
- IFAS INC; Trustwave Holdings Inc; Shaker Recruitment Advertising & Communications
Brand Management Specialist
- Specialized in Brand Management in the field of Regulated Industries
- 21 Years International Business Experience
- FDA & Regulatory labeling, CPG labeling
- Brand Conformity
- Packaging Optimization
- Private Label Expertise
- Graphic Design
- Six-Sigma Green Belt
- Industries
- Medical Device
- Consumer Markets
- MCKESSON GLOBAL PROCUREMENT & SOURCING LIMITED
Documentation Specialist
- Professional Business Communications Expert
- SOPs, Work Instructions
- Official Business Communications
- 15+ Years of Business Documentation Experience
- Regulated and Highly Process-Oriented Industries
- High Energy and Goal Oriented Individual; Continuously Exceeding Goals and Expectations
- MA – Training & Development, Roosevelt University
- Industries
- Medical Device
- Telecommunications
- Higher Education
- DeVry University, Adtalem Global Education, Arjo, Motorola
VP, Chinese Affairs
- CEO, HiThink Financial Service Inc, subsidiary of global leading Fintech Company, HiThink Royal Flush(China 30033)
- China-US Business development
- Mobile technology development and management
- Brokerage technology and FINTECH
- MS – EECS at Northwestern University
- BS – Peking University
- Language:Chinese
- Industries:
- Investment / Brokerage Technology
- Mobile technology
- Artificial Intelligence
- Real Estates Development and Investment
Chief Education Officer
VP, Creative Direction
- 20 years of experience in branding, creative strategy, and execution of US and global brands
- Leads multidisciplinary teams to deliver best in class brand experiences
- Deep experience successfully leading brand launches
- Hands on idea generator and cross-discipline collaborator
- Broad spectrum of strategic and tactical experience—both print and digital
- Partner with clients on effective creative development and builds relationships
- Lilly, Roche, Fujirebio, Supermax, HERE Technology, Winners Manufacturing
VP, Creative Direction
- 20 years of experience in branding, creative strategy, and execution of US and global brands
- Leads multidisciplinary teams to deliver best in class brand experiences
- Deep experience successfully leading brand launches
- Hands on idea generator and cross-discipline collaborator
- Broad spectrum of strategic and tactical experience—both print and digital
- Partner with clients on effective creative development and builds relationships
- Lilly, Roche, Fujirebio, Supermax, HERE Technology, Winners Manufacturing
VP, Creative Direction
- 20 years of experience in branding, creative strategy, and execution of US and global brands
- Leads multidisciplinary teams to deliver best in class brand experiences
- Deep experience successfully leading brand launches
- Hands on idea generator and cross-discipline collaborator
- Broad spectrum of strategic and tactical experience—both print and digital
- Partner with clients on effective creative development and builds relationships
- Lilly, Roche, Fujirebio, Supermax, HERE Technology, Winners Manufacturing
VP, Creative Direction
- 20 years of experience in branding, creative strategy, and execution of US and global brands
- Leads multidisciplinary teams to deliver best in class brand experiences
- Deep experience successfully leading brand launches
- Hands on idea generator and cross-discipline collaborator
- Broad spectrum of strategic and tactical experience—both print and digital
- Partner with clients on effective creative development and builds relationships
- Lilly, Roche, Fujirebio, Supermax, HERE Technology, Winners Manufacturing
VP, Creative Direction
- 20 years of experience in branding, creative strategy, and execution of US and global brands
- Leads multidisciplinary teams to deliver best in class brand experiences
- Deep experience successfully leading brand launches
- Hands on idea generator and cross-discipline collaborator
- Broad spectrum of strategic and tactical experience—both print and digital
- Partner with clients on effective creative development and builds relationships
- Lilly, Roche, Fujirebio, Supermax, HERE Technology, Winners Manufacturing
VP, Creative Direction
- 20 years of experience in branding, creative strategy, and execution of US and global brands
- Leads multidisciplinary teams to deliver best in class brand experiences
- Deep experience successfully leading brand launches
- Hands on idea generator and cross-discipline collaborator
- Broad spectrum of strategic and tactical experience—both print and digital
- Partner with clients on effective creative development and builds relationships
- Lilly, Roche, Fujirebio, Supermax, HERE Technology, Winners Manufacturing
VP, Business Development
VP, Pacific Tango Group, Japan/Asia
VP, Marketing – Pharmaceuticals
VP, Japanese Communications
Advisor, Industries, SME
Our Mission and Founders
Pacific Tango Group, LLC Copyright 2020
The Pacific Tango Group logo designed by our Chief Design Officer, Mr. Michael Saubert, represents a perfect harmony of the East (Red) and the West (Blue) dancing together
CEO
- Visionary Go-To-Market Strategist
- US-Asia Business Development
- High Energy Entrepreneur
- 25 Years of International Business
- MS – Mechanical/Materials Engineering
- University of Maryland College Park
- Korea University
- Language: Korean
- Industries
- TIC
- Automotive
- Engineering
- Manufacturing
- AMETEK, Atlas Materials Technology, ALISTA, SERI Technologies
- Hyundai Motor, LG Electronics, Toyota Motor, SGS, First Solar, KCL, Qatar Research
Chief Operating Officer
- Global Product Management, Marketing and Business Development
- Proven Record of Launching Innovative Technology Product Portfolios in Japan and EMEA
- 25 Years of Global Cross-Functional Leadership
- MBA – Anderson School at UCLA
- Japanese Fluency
- Industries
- Wireless Telecom
- Consumer Goods / Electronics
- Logistics
- Motorola, Sprint, Ricoh, Sharp, Brightstar
Chief Cross-Cultural Outreach Officer
- 35+ years developing US-Japan high tech trade
- Community Builder
Entrepreneur and Networker - Speak, read, write Japanese
- Washington University in St. Louis
- BA Japanese Studies
- Vision
Establish an International Learning Center- Connect US and resident foreign communities
- Encourage cross-cultural business connections
- Create lasting personal connections
- Encourage cross-cultural understanding
- Vision
Chief Design Officer
- 22 years of US-Asia Business and product development experience
- 30 years of multidisciplinary design experience
- MS Product Design and Development
- Northwestern University
- Design Engineer
- Design thinking and product development expert
- Strong background in durable and digital products
- UX /physical product IOT integration expert
- C-Level creative facilitator
- Decades providing creative direction and leadership
- Brand design & marketing integration expert
- Appliance, hardware,housewares,softgoods, software industry experience
- Major experience with Craftsman,Kenmore and Diehard brands
Chief ???? Officer
- 30 years of experience in Sales, Retail Trade Marketing, Consumer/CPG Marketing, Healthcare Professional Marketing, Commercialization and Innovation
- Classical CPG Marketing training at companies like Colgate-Palmolive, Bausch and Lomb, Oceanspray Cranberries
- Extensive experience developing and testing positioning statements and concepts and building business cases and propositions, R&D briefs to develop and launch new products and integrated marketing plans for product success on a global basis
- Significant experience marketing to healthcare professionals (HCPs), Key Opinion Leaders (KOLs) and patients/consumers
- MBA in Marketing, William E Simon School of Business Administration at University of Rochester
- Lived in Israel and Thailand
- Fluent in Hebrew with some basic Thai and more basic German
- One utility patent and three design patents
Chief ????? Officer
- 30 years of experience in Sales, Retail Trade Marketing, Consumer/CPG Marketing, Healthcare Professional Marketing, Commercialization and Innovation
- Classical CPG Marketing training at companies like Colgate-Palmolive, Bausch and Lomb, Oceanspray Cranberries
- Extensive experience developing and testing positioning statements and concepts and building business cases and propositions, R&D briefs to develop and launch new products and integrated marketing plans for product success on a global basis
- Significant experience marketing to healthcare professionals (HCPs), Key Opinion Leaders (KOLs) and patients/consumers
- MBA in Marketing, William E Simon School of Business Administration at University of Rochester
- Lived in Israel and Thailand
- Fluent in Hebrew with some basic Thai and more basic German
- One utility patent and three design patents
Chief Strategy Officer
- 20-year career accelerating global project teams and unlocking revenue potential through process and action.
- Launched products into 30+ countries, built companies from conception to commercialization, reorganized entire international sales & marketing departments and a trusted advisor to many executive teams.
- Titles held: Director of Global Business Operations to Director of International Sales to Senior Program Manager.
- Private Sector & Government Sector
- ExperienceLanguages: English, German, Spanish
- BA Marketing & BA German Studies
- Michigan State University
- Industries
- Medical & Dental Device
- Automotive
- Aftermarket Parts
- Manufacturing
- Service Industry
- New Medical, SpiralTech, Bisco, ARM Motorsports, Illinois International Trade Center
- Certifications
- Certified Global Business Professional (CGBP)
- Project Management Professional (PMP)
Senior Technical Writer
- Technical Document Origination Expert
- High-Tech, Engineering, Manufacturing Focused
- GUI Evaluation and Design
- 35 Years of US and Global Experience
- Northwestern University
- Arizona State University
- Spanish Language
- Industry
- Manufacuturing
- High-Tech, IT, SaaS
- Science & Engineering
- Aikon, Marmon FS Technology, Schneider Electric, Garvin Industries, Midland Corp., AMETEK, Haskris, Ameresco Solar
VP, Accounting & Finance for Chinese Entities
- Full-service accounting and finance professional for Chinese entities doing business in USA
- 20 Years of American Accounting and Finance Experience
- 7 Years of Chinese Accounting and Finance Experience
- CPA
- MBA – University of Illinois at Chicago
- Bachelor of Science – Ocean University of China
- English and Chinese Fluency
- Industries
- Whole and Retail
- Manufacturing
- Service Industries
- IFAS INC; Trustwave Holdings Inc; Shaker Recruitment Advertising & Communications
Brand Management Specialist
- Specialized in Brand Management in the field of Regulated Industries
- 21 Years International Business Experience
- FDA & Regulatory labeling, CPG labeling
- Brand Conformity
- Packaging Optimization
- Private Label Expertise
- Graphic Design
- Six-Sigma Green Belt
- Industries
- Medical Device
- Consumer Markets
- MCKESSON GLOBAL PROCUREMENT & SOURCING LIMITED
Documentation Specialist
- Professional Business Communications Expert
- SOPs, Work Instructions
- Official Business Communications
- 15+ Years of Business Documentation Experience
- Regulated and Highly Process-Oriented Industries
- High Energy and Goal Oriented Individual; Continuously Exceeding Goals and Expectations
- MA – Training & Development, Roosevelt University
- Industries
- Medical Device
- Telecommunications
- Higher Education
- DeVry University, Adtalem Global Education, Arjo, Motorola
VP, Chinese Affairs
- CEO, HiThink Financial Service Inc, subsidiary of global leading Fintech Company, HiThink Royal Flush(China 30033)
- China-US Business development
- Mobile technology development and management
- Brokerage technology and FINTECH
- MS – EECS at Northwestern University
- BS – Peking University
- Language:Chinese
- Industries:
- Investment / Brokerage Technology
- Mobile technology
- Artificial Intelligence
- Real Estates Development and Investment
Chief Education Officer
VP, Creative Direction
- 20 years of experience in branding, creative strategy, and execution of US and global brands
- Leads multidisciplinary teams to deliver best in class brand experiences
- Deep experience successfully leading brand launches
- Hands on idea generator and cross-discipline collaborator
- Broad spectrum of strategic and tactical experience—both print and digital
- Partner with clients on effective creative development and builds relationships
- Lilly, Roche, Fujirebio, Supermax, HERE Technology, Winners Manufacturing
VP, Business Development
VP, Pacific Tango Group, Japan/Asia
VP, Marketing – Pharmaceuticals
VP, Japanese Communications
Advisor, Industries, SME
Our Service Categories
Business Internal Functions
- Licensing Requirements (State Issues: )
- Regulatory Compliance (UL, FDA, EPA, SEC, FAA, FCC, FDIC, FTC)
- Import/Export Customs Compliance
- Tariff/Tax Guidance
- Free Trade Zone Guidance
- Tax Incentives, Grants Applicability
- Regulatory/Compliance Declaration
- Site Selection/ Incubator Selection
- Federal and state tax registration
- Accounting software selection and set up
- Budgeting and cash flow forecasting
- Accounting process development
- Monthly Financial Close Services
- Payroll processing and payroll tax compliance services
- Vendor Payment Processing services
- Corporate tax return prep and filing
- Monthly Financial Reporting to Parent Company
- Expatriate Tax Return Prep and Filing
- Sales Tax Compliance Services
- US Accounting Standard Implementation Services
- Accounting Process Automation Services
- Financial statement compilations, reviews, and audits
- US Operations Management Strategy Development
- Executive Financial Review Service
- Fraud Risk Assessment
- Business Process Reviews
- Accounting Policy Development
- Outsourced CFO Services
- Internal Control Design and Assessment
- Accounting Staff Training and Development
- VISA Applications
- State and Local Government Registration
- Tariff Compliance Registration
- Business and HR Contracts
- Infrastructure Contracts
- Business
- Immigration
- Employment
- Regulatory and Compliance
- Intellectual Property
- Trade Regulations
- HR
- Personal
- Manuals (Product, Operation, Service, etc)
- Collateral and Literature Localization
- SOPs and Work Instructions
- Business Communications Documentation
- Product Packaging Localization
- Industry Experts Acquisition
- Channel Partnership Investigation
- B2B Alliances
- Talent Acquisition, Outsourcing and Management
- HR Documentation (Employee Handbook, Employee Contracts, Rules and Regulations, etc)
- Government Compliance Documentation (OSHA, EPA, etc)
- Payroll & Benefits
- Insurance (Liability, Benefits, Medical, etc)
- Risk Management (Worker’s Compensation, Hazard and Safety Review Training, Termination Assistance)
- Industry specific Executive Training and Coaching
- Executive Cross-Cultural Training
- EB 5-Visa Applicability
- FDI Guidance with States
- Tax Incentives, Grants Applicability
- SelectUSA.gov Guidance
- JV and Partnerships Guidance
- Due Dilligence
- JV Execution Expert Consultation
- Capital Investment Opportunity
- JV and Partnership Consultation
- M&A Opportunities
Business External Functions
- Import/Export Compliance Strategy
- Import Customs Duty Strategy
- Free Trade Zone Strategy
- Logistics Risk Mitigation
- Identify Logistics Partner, Discovery (Warehousing, Fulfillment)
- Logistics System Alignment with Partners
Operations &Accounting System Solutions (CRM, ERP, PM, etc) - Modernize Logistics Strategy
- Logistics Services (Warehousing, Fulfillment)
- Location Search
- Site Selection
- Government Site Incentive Analysis
- VPN/CRM/ERP Pipeline Analysis
- Incubator Selection
- IT System Installations
- Commercial Real Estate/ Residential Real Estate
- Cloud Service
- Channel Strategy
- Launch Strategy
- Industry Insights
- Direct and Indirect Distribution (Channel Partnership)
- Market Introductions and Penetration
- Trade Shows
- Sales & Marketing Training
- E- Commerce (e.g., Amazon, etc.)
- Business Growth Potential Analysis
- Sales & Marketing Acceleration
- Channel Expansion and Augmentation
- Go-to-Market Strategy
- B2B Alliance
- Distribution Strategy
- Industry Associations and Representation
- Trade Shows and Symposiums
- White Paper – Content Development
- Market Assessment (Competitive Assessment, SWOT, Opportunity Analysis)
- Branding & Positioning
- Voice of Customer Research
- Concept Development/Refinement
- Concept Validation
- Business Case Development
- Go-to-Market Strategy
- Distribution Strategy
- Integrated Marketing Plan Development
- Product Packaging Localization
- Media Localization
- Websites, Brochures, Marketing collateral
- Creative Collaboration
- Digital Marketing Development & Execution
- Ad Campaign
- SEO, Analytics
- Social Media Marketing
- E-mail Marketing
- Blogs & Vlogs
- Podcast/YouTube Channel
- Product Localization
- Brand Localization
- Product Packaging Localization
- Product Audit & review
- Market Analysis for NA Market Suitability
- Product Development Consulting
- Market Research
- Competitive Landscape Analysis
- Product Development
- Ideation & Creative Facilitation
- Project Management
- Post Sales Analysis & Solution After Next Planning
- Visual Brand Language Refinement &Enhancement
- SKU Rationalization
- Product Roadmap Development
- Concept Development
- Product Prototyping
- Import/Export Compliance Strategy
- Import Customs Duty Strategy
- Free Trade Zone Strategy
- Logistics Risk Mitigation
- Identify Logistics Partner, Discovery (Warehousing, Fulfillment)
- Logistics Strategy & Execution
- Logistics System Alignment with Partners
- Operations &Accounting System Solutions (CRM, ERP, PM, etc)
- Customer Service Execution
- US CS Strategy
- Identify CS Solution Package (CRM, ERP, PM, etc)
- Localize CS Platform
- Training Materials Development
- Analytics
- CS Solution Package, CRM + CS, Ticketing Services
- Training Materials Development
- CS Acceleration / Optimization
Our Service Categories
- Licensing Requirements (State Issues: )
- Regulatory Compliance (UL, FDA, EPA, SEC, FAA, FCC, FDIC, FTC)
- Import/Export Customs Compliance
- Tariff/Tax Guidance
- Free Trade Zone Guidance
- Tax Incentives, Grants Applicability
- Regulatory/Compliance Declaration
- Site Selection/ Incubator Selection
- Federal and state tax registration
- Accounting software selection and set up
- Budgeting and cash flow forecasting
- Accounting process development
- Monthly Financial Close Services
- Payroll processing and payroll tax compliance services
- Vendor Payment Processing services
- Corporate tax return prep and filing
- Monthly Financial Reporting to Parent Company
- Expatriate Tax Return Prep and Filing
- Sales Tax Compliance Services
- US Accounting Standard Implementation Services
- Accounting Process Automation Services
- Financial statement compilations, reviews, and audits
- US Operations Management Strategy Development
- Executive Financial Review Service
- Fraud Risk Assessment
- Business Process Reviews
- Accounting Policy Development
- Outsourced CFO Services
- Internal Control Design and Assessment
- Accounting Staff Training and Development
- VISA Applications
- State and Local Government Registration
- Tariff Compliance Registration
- Business and HR Contracts
- Infrastructure Contracts
- Business
- Immigration
- Employment
- Regulatory and Compliance
- Intellectual Property
- Trade Regulations
- HR
- Personal
- Manuals (Product, Operation, Service, etc)
- Collateral and Literature Localization
- SOPs and Work Instructions
- Business Communications Documentation
- Product Packaging Localization
- Import/Export Compliance Strategy
- Import Customs Duty Strategy
- Free Trade Zone Strategy
- Logistics Risk Mitigation
- Identify Logistics Partner, Discovery (Warehousing, Fulfillment)
- Logistics System Alignment with Partners
Operations &Accounting System Solutions (CRM, ERP, PM, etc) - Modernize Logistics Strategy
- Logistics Services (Warehousing, Fulfillment)
- Industry Experts Acquisition
- Channel Partnership Investigation
- B2B Alliances
- Talent Acquisition, Outsourcing and Management
- HR Documentation (Employee Handbook, Employee Contracts, Rules and Regulations, etc)
- Government Compliance Documentation (OSHA, EPA, etc)
- Payroll & Benefits
- Insurance (Liability, Benefits, Medical, etc)
- Risk Management (Worker’s Compensation, Hazard and Safety Review Training, Termination Assistance)
- Industry specific Executive Training and Coaching
- Executive Cross-Cultural Training
- Location Search
- Site Selection
- Government Site Incentive Analysis
- VPN/CRM/ERP Pipeline Analysis
- Incubator Selection
- IT System Installations
- Commercial Real Estate/ Residential Real Estate
- Cloud Service
- EB 5-Visa Applicability
- FDI Guidance with States
- Tax Incentives, Grants Applicability
- SelectUSA.gov Guidance
- JV and Partnerships Guidance
- Due Dilligence
- JV Execution Expert Consultation
- Capital Investment Opportunity
- JV and Partnership Consultation
- M&A Opportunities
- Channel Strategy
- Launch Strategy
- Industry Insights
- Direct and Indirect Distribution (Channel Partnership)
- Market Introductions and Penetration
- Trade Shows
- Sales & Marketing Training
- E- Commerce (e.g., Amazon, etc.)
- Business Growth Potential Analysis
- Sales & Marketing Acceleration
- Channel Expansion and Augmentation
- Go-to-Market Strategy
- B2B Alliance
- Distribution Strategy
- Industry Associations and Representation
- Trade Shows and Symposiums
- White Paper – Content Development
- Market Assessment (Competitive Assessment, SWOT, Opportunity Analysis)
- Branding & Positioning
- Voice of Customer Research
- Concept Development/Refinement
- Concept Validation
- Business Case Development
- Go-to-Market Strategy
- Distribution Strategy
- Integrated Marketing Plan Development
- Product Packaging Localization
- Media Localization
- Websites, Brochures, Marketing collateral
- Creative Collaboration
- Digital Marketing Development & Execution
- Ad Campaign
- SEO, Analytics
- Social Media Marketing
- E-mail Marketing
- Blogs & Vlogs
- Podcast/YouTube Channel
- Product Localization
- Brand Localization
- Product Packaging Localization
- Product Audit & review
- Market Analysis for NA Market Suitability
- Product Development Consulting
- Market Research
- Competitive Landscape Analysis
- Product Development
- Ideation & Creative Facilitation
- Project Management
- Post Sales Analysis & Solution After Next Planning
- Visual Brand Language Refinement &Enhancement
- SKU Rationalization
- Product Roadmap Development
- Concept Development
- Product Prototyping
- Import/Export Compliance Strategy
- Import Customs Duty Strategy
- Free Trade Zone Strategy
- Logistics Risk Mitigation
- Identify Logistics Partner, Discovery (Warehousing, Fulfillment)
- Logistics Strategy & Execution
- Logistics System Alignment with Partners
- Operations &Accounting System Solutions (CRM, ERP, PM, etc)
- Customer Service Execution
- US CS Strategy
- Identify CS Solution Package (CRM, ERP, PM, etc)
- Localize CS Platform
- Training Materials Development
- Analytics
- CS Solution Package, CRM + CS, Ticketing Services
- Training Materials Development
- CS Acceleration / Optimization
Our Service Plans
