Director
Strategic Planning & Special Studies
________________________________________________________________________
Summary of Qualifications:
Diversified transportation
background in both public and private industry. Hands-on experience in implementing transportation privatization
and joint ventures and mergers. Wide
range of assignments in strategic planning; public policy analysis;
multiple-mode competitive analysis; business restructuring; senior management
culture change; and marketing/operations analysis. Public speaking assignments in Asia, Europe, South America,
Canada and the US. Guest lecturer at
the US Merchant Marine Academy and Penn State's School of Logistics and
Business.
1998 to present ZETA-TECH
Associates, Inc.
Director Strategic Planning & Special Studies
Post merger
service monitoring reports for prospective clients. Proposals for urban integration of multi-mode freight
movements. Cost allocation process
using engineering measurements of competitive access or so called open access
for rail freight services
Consultant
Merger and Acquisition assignments for several clients, include Norfolk Southern.
Provided field study support
during winter period to help NS prepare the basis of an NS/CR operating plan,
under conditions of a possible unfriendly takeover.
Prepared background reports for use by NS executives in solicitation of public support. Prepared sections of the NS operating application to the federal regulatory agency (the STB). Analyzed environmental consequences of the merger based on the NS operating plan.
Analysis of US/Mexican
automotive distribution strategy in the emerging post privatization structure
of the Mexican railways. Examination of
specific manufacturer's distribution processes if combined with an emerging
Ford/NS network.
1975-1996 Consolidated Rail Corporation
(Conrail)
Director, Strategic Analysis
Strategic market development
and planning assignments for Office of Chairman. Guided the preparation of Conrail's 1991 and 1994 Strategic
Plans. Conrail benefited with a consistent record of improving financial
performance between 1989 and 1996. Helped form Conrail’s first Logistics
Program in 1991-92.
Privatization advice given
to senior railroad managers and government leaders in Europe, Asia, Mexico, and
South America.
Responsible for Conrail’s
Contract Service Branch Line Program: 1976-1979
Project Manager charged with
implementing day-one Conrail operations.
1974-75 United States Railway
Association (a US Govt. Agency)
Manager responsible for
State technical liaison and public policy. White Paper on public ownership of
the Northeast Corridor passenger line.
1968-74 Illinois
Department of Transportation
Managed transportation
demand and capital programs for Chicago area.
Reports covered highways, mass transit, aviation, and rail freight
issues. Recommended policies significantly
altered plans for $4 billion of government investment. Chicago work papers on urban freight
movement in the early 1970's were a prototype for the current LA/Alameda
Corridor Project. CATS freight studies
managed became one of just two prototypes of subsequent FHWA Urban Goods Movement
studies now done in the nineties by Metropolitan Planning Organizations (MPOs).
1989 Advanced Management
Program, Penn State University
1972 Best Practices: European Public
Transportation
1968 M.A. Geography
(Transportation and Economics), University of Chicago. Thesis: Potential for Containerization:
Chicago & the St. Lawrence Seaway.
Forecast of commercial impact as Seaway general cargo was subjected to
emerging intermodal forces. Seaway was
built to satisfy other business objectives.
Paper concluded that Seaway container trade would be subjected to
emerging rail competition via the US East Coast.
1966 B.A. Magna cum Laude
Liberal Arts, St. Anselm's College, Manchester, NH
PROFESSIONAL
AFFILIATIONS:
Chairman Automated Logistics
Corp. Dallas, TX.
Jointly owned held by several
railroads and a steamship company, this was an AMTECH technology based company
that specialized in software to sort and communicate location tracking
information. The company developed
specialized software programs for these tracking applications. Included were terminal (yard) programs for
monitoring hazardous material shipments, and programs for monitoring car cycle
times along strategic routes. The
company was closed when it became evident that competitive forces among the
owners would not allow sufficient expansion of the reader network.
Board of Directors,
Transportation Research Forum (TRF)
President of Philadelphia
Chapter in early 1990’s
Member Economic Regulation
Committee, Transportation Research Board (TRB)
Chairman, Exclusive Bus Lane
Project, HRB – National Academy of Science
(1970)
Chairman, Urban Goods
Movement Committee, Highway Research Board, 1971-74
MAJOR PRIVATE REPORTS & PUBLICATIONS:
Shippers and the Conrail Transaction:
You Need a Contingency Plan, New England Trade & Transport
Conference, Newport RI, April 1998
The Conrail Transition: Getting Ready for Intermodal Changes between
1998 & 2003, NYC Transportation
Research Forum, June 1998
If Competitive Rail Access becomes Public Policy in the US, How to
Objectively Figure the True Costs, Agriculture Transportation Coalition, San
Francisco, June 1998
What Intermodal Really Means, Traffic World, June 15, 1998, pg. 15
“Winners and Losers”, Rail
Merger Intelligence Newsletter, Frank Wilner, June 15, 1998
NS Application to Acquire
Conrail
(1996-97)
CSX and NS Environmental
Assessment
based on Volume & Route Density Changes
- Field Studies of Consolidation Opportunities
during hostile bid process
- Public Affairs and Government Affairs representation and documentation
Strength and Weaknesses of Conrail’s Strategic
Plan(s)
- Private counsel for President & Chairman (1992-95)
Southern Pacific Acquisition Strategy:
- Government & Public Affairs representation and documentation (1995)
Conrail Strategic Merger Analysis (1983-1995)
- More than 18 detailed merger
simulations about Conrail options
-
Presentations
to senior Conrail officers
Lessons from Conrail
Commercialization and Later Privatization: “From $350 million in losses to more than
$700 million in operating profits: THE Benchmark”
- Novosibirsk, Russia, 1992
- Hong Kong Rail Conference, 1993
- Sao Paulo, Brazil, (BAH) 1995
Conrail Role in Logistics as a service to its rail customers (1991-94)
International Strategic Market Plan submitted to Senior Conrail
officers
-
Conrail
North Atlantic International Business Plan ( NVOCC Basis), (1993)
-
Based
on strategic marketing survey of more than thirty large customers
-
$
600 million in potential revenues as a new Sales/Marketing strategy
AEI electronic tracking business process report given to Senior Conrail
officers
-
Resulted
in investment in ALC, a multiple carrier tracking business (1990-95)
-
Private
rail car tracking business; private
terminal monitoring; using automatic identification technology to help rail
customers monitor inventory
Global Rail Privatization Opportunities
-
Presentations
and counsel to variety of international officials
-
Courtesy
lectures to visiting foreign delegations
-
Investment
analysis as potential Conrail portfolio diversification
-
Provided
business support to Booz-Allen, Mercer Management, Pepper Hamilton Law and
others involved in overseas consultant
projects (1992-96)
Conrail Southern Tier NY State Report:
History-Issues-Options (1989)
- White paper with tactic review and recommended new strategy
options
Indiana Harbor Belt Report (1987-88)
- Conrail options for improving strategic value of this terminal property
Pennsylvania Truck Lines (PTL) Business Study
- Strategy options and prospects for this intermodal terminal
operator
Due Diligence
- Support of Conrail initial public sale (1984-87)
Who Would Buy Conrail and
Why?
- Report to Chairman of the Board, Stanley Crane, (1983)
Arbitration Study of operations and marketing in Buffalo
region
- Report for Law Department; arbitration with USRA & D&H, (1982)
Conrail System Maps, Rand McNally, 1979-86)
Report to Congress: Options for Conrail (1980)
- Research of a stand-alone Conrail versus a CR Auction & split-up
Conrail Strategic Business Plans (Annual: 1976 – 1980)
- Plant Rationalization studies; drive for efficiency; specific line costing
- Strategy for contract services
Conrail Light Density Line Contract Service: Contract Terms and Creation
-
Negotiated
and managed $ 65 million service
-
Eliminated
cross subsidy of unprofitable freight services
-
Continued
“essential public services” on a contracted basis
-
Resulting
operation equaled the overall size of three of the US’s largest regional
railroads at that time (B&M, MC, and P&LE)
-
Provided
a mechanism for four year re-engineering of light traffic issues
-
First
extended use of contracting; previewed later Staggers Act methods
United States Railway
Association (Federal Government Agency)
Final System Plan, USRA (Washington, DC: 1975)
- Prepared key energy marketing section; assisted with local operations plans
Lake Erie Port Redevelopment Plan
- Ashtabula Ore and Coal redevelopment and sale (1975)
- Allowed Conrail managers to focus on “core competencies”
Project (Energy) Independence & Relevance to the
Conrail Plan,
(1974)
- Conrail financials could not depend upon projected Govt. coal
forecasts
Chicago Area Transportation
Study (MPO of Region)
Strategy Options for Rail Reorganization: Sec. of Illinois DOT, (1973-74)
Value of Rail Real Estate as Rail Freight Service is
Transformed,
CATS
Conversion of Chicago Cross-town Expressway to an
Exclusive Truck-Way
- Special report to Sec. Ill. DOT, (1973)
Atlas of Regional Freight Facilities (1971-72)
1:24000 scale map series of all transport modes
Motor Vehicle Traffic Survey, ‘Commodity Flow Survey Design’, 1972
Origin/Destination freight
survey as input to intermodal and truck trip generation models and highway
connector studies
Compendium of Freight Terminals and Services:
Chicago Region
(1971)
1st comprehensive measurement of private and public
freight investments
O’Hare Airport: Alternative
Rail Transit Access
- Special study for City of Chicago Dept. Of Public Works, (1968)