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William W. Callahan
Founder
Mr. Callahan brings a long history of top level executive communications & planning in the identification and reporting of risk issues for effective and timely decision-making. Formerly COO of a leading team building consultant in the U.S., he develops high-functioning teams to manage cost- and process-controls to bring all types of projects within expectations. As Founder and President of ImpleMax Equipment Co., Inc., a manufacturer of compact construction equipment for Caterpillar, CASE, New Holland and its own brand (IMx), he developed the company from inception by corporate organization, commercial debt financing and private equity investor funding. Will created key functions in engineering design, purchasing, supply chain management, distribution development & contract management, cost-accounting & process-control as well as marketing, sales and customer service. Under his direction, ImpleMax grew to the recognized quality brand in the compact construction equipment space, and maintained contractual manufacturing & distribution relationships with the largest manufacturers, Caterpillar, Case, New Holland and others. Previously as a marketer of industrial and commercial construction services for the world’s largest electrical and mechanical contractor (JWP Inc.), reporting to division heads in the assessment of environmental technology acquisition targets, he integrated acquired companies into corporate-wide vertical strategy, while coordinating PR and sales activities for the siting of large waste processing plants in the U.S. and overseas. He developed and maintained demanding reporting regimens to top executives on critical acquisition targets, project development and subsidiary integration strategies. After graduating Gettysburg College with a BA in Psychology, he started in a prominent Connecticut trust & estate law firm, gravitating to real estate transactions, prompting a 10-year career in luxury real estate sales, development and construction. In commercial sales he reported to the creator of the modern-day real estate “chain” (William Pitt Inc.). Later, as assistant to the Residential CEO, the firm increased its offices to 18, and later became the acquisition that jump-started the Sotheby’s International brand in the U.S. market.
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Heather Karo
Controller
Ms. Karo is an accomplished business professional with over 20 years assisting large and small organizations in moving effectively through process and organizational redesign, information systems implementations, and accounting process development & operating oversight. As a self-employed accountant/consultant as well as a business owner, Heather has substantial experience with the issues faced in small operations. Consulting to clients in a variety of product and service industries, Heather has implemented procedures to revise and reconcile accounting records, then following on with implementing operational processes to achieve management insight into financial performance. Owning her own local business since 2009 employing thirteen people, she is responsible for managing key aspects of the operation including payroll, state and federal tax and regulatory requirements, human resource issues, advertising and sales. Previously, as the Controller for Simms Fishing Products and Moonlight Basin Resort, Heather managed accounting and budgeting, variance analysis, revenue recognition, reporting of earnings, sales and production performance, while articulating the financial implications and key measures of strategic plans and progress. In doing so, she was responsible for financial professionals and staff accountants, as well as the coordination of external audits, and related continuous process-improvement initiatives. Prior to returning to Bozeman, Heather was the Director of Financial Reporting for Swift Foods Company – a multi-billion dollar meat processing company with operations in Australia and the United States. Through her direct oversight of an accounting staff of five, she guided 11 US and Australian Plant Controllers on applicable accounting practices and financial reporting. Heather began her accounting career at KPMG, LLP as an Audit Practice Member, operating in audit and consulting engagements across a variety of industries from high tech software and telecom, to forest products.
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Wayne L. Mickelsen
Client Programming
Wayne was born and raised in Bozeman. He graduated from Montana State University with a degree in Mechanical Engineering Technology. Wayne grew up playing sports and had a successful amateur hockey career with the local NAHL club before deciding to pursue his degree full-time. Wayne was tapped by us while funding his school as a Verizon Wireless Sales Consultant during which time he serviced our account consistently for over 2 years. We saw that level of commitment as exceptional in an industry of marginal professionalism and asked him to apply his diligence for our firm. When not assisting the Principal in detailed development and tracking of our Clients programmatic preferences, Wayne is an avid reader and enjoys non-fiction, especially autobiographies and historical philosophical works such as Lao Tsu. He enjoys activities that allow him to be hands-on and tackle technical challenges. He spends much of his free time working on technical upgrades to high-performance cars. Education Montana State University Mechanical Engineering Tech (Currently Enrolled, Senior) Experience Verizon Sales & Service Restaurant Prep Professional Attributes Diligent work ethic, Detail-Oriented, Conscientious & Considerate, Carefully Implements Protocols, Situationally Aware, Responsive, Technical Acumen, Research-Minded, Thorough Problem-Solver Personal Avid Hockey Player, Physical Fitness, Snowboarding, Dedicated Reader