Greater Tampa Bay Area
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HealthSolutionZ3
My mission is to give my clients the best possible deal for their…

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Experience & Education

  • Zebra3 Investments & Performance Consulting

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Licenses & Certifications

Volunteer Experience

Publications

Courses

  • Business Law

    -

  • Corporate Finance

    -

  • Resource Strategies

    -

  • Venture Finance

    -

Projects

  • Clients of Zebra3 Investments & Consulting

    - Present

    State of Texas: Executive Programs
    US Bank: Confidential
    Outsite Networks: C-Store Rewards, Coupons, Smartphone App
    with Catalina Marketing
    US Medical records acess empowerment
    Specialty Tea Beverage
    Anti-Oxident Farms Snacks
    FrontPorch in store technology Loyalty marketing
    Distinctive Brands
    Wet Planet
    Colorado West Metro First Response
    Midstate Mills
    Excellerant
    AutoZone
    Nimblefish Technologies
    NCR
    Intel
    Combo…

    State of Texas: Executive Programs
    US Bank: Confidential
    Outsite Networks: C-Store Rewards, Coupons, Smartphone App
    with Catalina Marketing
    US Medical records acess empowerment
    Specialty Tea Beverage
    Anti-Oxident Farms Snacks
    FrontPorch in store technology Loyalty marketing
    Distinctive Brands
    Wet Planet
    Colorado West Metro First Response
    Midstate Mills
    Excellerant
    AutoZone
    Nimblefish Technologies
    NCR
    Intel
    Combo Savings Promotions
    King Trump Entertainment
    Scuba Steve Net Sales

    Other creators
    See project
  • DRIVING SALES / DELIVERING PROFITS

    - Present

    DRIVING SALES / DELIVERING PROFITS
    • Average typical results are +27% in 1st year for each of 13 clients at Zebra3 Consulting
    • Midstate Mills Sales increased +27% first year as client and +16% second year in -4% Industry
    • Doubled Clearsource Topline from $50 to$100 Million in 14 months. Grew Organic Revenues +40%, Volume +32%, and Profit +45% in first year. Right-sized Team from 12 salespeople to 6. Earned INC Magazine’s Nov 2005 #227 “fastest growing company”
    • Doubled…

    DRIVING SALES / DELIVERING PROFITS
    • Average typical results are +27% in 1st year for each of 13 clients at Zebra3 Consulting
    • Midstate Mills Sales increased +27% first year as client and +16% second year in -4% Industry
    • Doubled Clearsource Topline from $50 to$100 Million in 14 months. Grew Organic Revenues +40%, Volume +32%, and Profit +45% in first year. Right-sized Team from 12 salespeople to 6. Earned INC Magazine’s Nov 2005 #227 “fastest growing company”
    • Doubled SquareShooter from $20 to $40 million in Sales in a year. Increased Profit margins by +10%. Utilized 2 Sales people. Broker Relationships, added Sam’s Club & Wal-Mart as new customers.
    • Led Cott from $175 to $250 million in Sales in 2 years. 4 Sales people. Regional/District penetration, Relationships. 7 to 33 share. Assembled and ran New Alternate Channels U.S. Branded products ($210 million new business in 2 years) Transitioned and grew by +33% year three. Managed 5 sales people delivering 50% Cott’s profits. Added Publix, Target PL Beverage programs
    • Drove $155 to $200 Million sales increase at Coca Cola Enterprises in 24 months
    Grew Organic+15%, New+12%, and Profit +45% in 2 years. 32 salespeople. Started metrics and
    techniques.
    • Tripled sales to $9MM in a -4% industry for Nabisco Foods
    • Executed plan at Russell Stover / Whitman’s from $150 to $300 million in Sales in 2 years. Half came from skills improvement of 52 Sales People (then reduced to 30). Escalated largest customers: Walgreen’s +30% Wal-Mart +35%, K-Mart+300%.
    • Secured new business growing $10 to $25 million in Sales in a year at Sun Industries. 8 Sales people. Distributor penetration. Established new customer Relationships at Sam’s & Wal-Mart, Pace Warehouses, Busybody Fitness Chains, American Fare and SportsGiant Divisions of K-Mart, Price Savers, Price Club, and Airline Catalogs.

    See project
  • DELIVERING PROFITS

    - Present

    DELIVERING PROFITS
    Adjusting mix profitability in every role. Incentivize Profitable sales. Implement Individual ROI on Promotion spending. Reduce costs through expense management. Midstate Mills 2009 -2011 experienced double EBITDA from process. Took over purchasing and secured supplier contract pricing. Led Waste capture and recycle ad hoc team. Introduced new products and new channels for increased profits at every role. New Alliances and contracts at coca Cola created new trend in…

    DELIVERING PROFITS
    Adjusting mix profitability in every role. Incentivize Profitable sales. Implement Individual ROI on Promotion spending. Reduce costs through expense management. Midstate Mills 2009 -2011 experienced double EBITDA from process. Took over purchasing and secured supplier contract pricing. Led Waste capture and recycle ad hoc team. Introduced new products and new channels for increased profits at every role. New Alliances and contracts at coca Cola created new trend in vending partnerships and profitability.

    Other creators
    See project
  • EVOLVING CUSTOMER RELATIONSHIPS

    - Present

    EVOLVING CUSTOMER RELATIONSHIPS
    Account penetration at higher and at multiple levels. Collaborative planning. Assign Resources toward profitable solutions. Expert, professional follow up. Deepened and Entrenched customer relationships in every role.

    Other creators
    See project
  • BUILDING and LEADING HIGH PERFORMANCE TEAMS

    - Present

    BUILDING and LEADING HIGH PERFORMANCE TEAMS
    Clarify goals and vision. Over communicate and repeat vision for clarity. Team consensus building and collaborative planning. Company goals and individual goals achievement process. Fact-Based Selling approach and internal Champion development. Performance Objectives Personal Plans (POPP) and Personal Improvement Plans (PIP). Simplify execution and focus. Establish positive habits, remove distractions. Meeting efficiencies. Technology utilization…

    BUILDING and LEADING HIGH PERFORMANCE TEAMS
    Clarify goals and vision. Over communicate and repeat vision for clarity. Team consensus building and collaborative planning. Company goals and individual goals achievement process. Fact-Based Selling approach and internal Champion development. Performance Objectives Personal Plans (POPP) and Personal Improvement Plans (PIP). Simplify execution and focus. Establish positive habits, remove distractions. Meeting efficiencies. Technology utilization. Standard Operation Procedures and Minimal Expectations. Proper alignment of skills to accounts and objectives. Planning and execution imperatives.
    Assembled elite sales squads at Coke, Clearsource, and Cott and Category Data Insights Team at Cott and Midstate Mills.

    Other creators
    See project
  • IMPLEMENTING INNOVATION

    - Present

    IMPLEMENTING INNOVATION
    •Co-Created and piloted new c-store on-premise Catalina coupon technology
    •Midstate Mills introduced 7 new skus 2009-10, first in 20 years contributing +16% sales and most profitable packages
    •Contracted and executed Walmart and C-store channel tests with major chains and CPG manufacturers; contributed to Major Retailers CRM planning and strategy.
    •Total full development one year Catalina revenue forecast yield from project and network execution of $200…

    IMPLEMENTING INNOVATION
    •Co-Created and piloted new c-store on-premise Catalina coupon technology
    •Midstate Mills introduced 7 new skus 2009-10, first in 20 years contributing +16% sales and most profitable packages
    •Contracted and executed Walmart and C-store channel tests with major chains and CPG manufacturers; contributed to Major Retailers CRM planning and strategy.
    •Total full development one year Catalina revenue forecast yield from project and network execution of $200 million or +30% revenue
    •Introduced Cott and Walmart to Bottled Water and licensing Brands like Jolt and Tampico worth $300MM
    •Started Category Management & Insights at Cott. Recognized as Best in Class by Walmart and Target
    •Pioneered Mobile phone coupon technology tests and team development at Catalina
    •Structured Internet Interactive concept tests and parameters to increase customers’ consumer net involvement yielding +33% to 68% participation. Increased Web based business +36% in 3 months for Consulting Clients
    •Guided Zebra3 Consulting clients in interactive internet information to sales conversions, delivering a 77% close rate vs. previous 10% average
    •Steered clients in executing in store combined manufacturer display and at POS discount program execution at multiple retailers. Each display selling +42% more product than standard.

    Other creators
    See project

Languages

  • English

    -

Organizations

  • Rotary International. Enactus.

    Past President roles

    - Present

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