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Yyyyyy x. yyyyyy

3201 Casa Bonita Drive-Bonita, CA 91902


Accomplished business owner, investment adviser, retail manager, and military veteran available to support successful launch and growth of California marijuana industry




Successful track record in broad areas of operations spanning business plan writing/implementation, sales, marketing, merchandising, event planning/promotion, consulting, and customer service through human resources, procurement, inventory, administrative, and financial/P&L ~ Excel in defining and executing targeted strategies to launch start-ups, generate new business, develop existing clients, maximize competitive leveraging, and driving high-volume revenue growth ~ Motivating, hands-on leader who successfully trains, develops and directs dynamic teams ~ Expertise in identifying and delivering financial solutions for optimizing bottom-line performance

  Launched and grew investment advisement firm to multi-million dollar annual sales producer; personally manage $142M+, with additional supervision of $100M+ in junior partner accounts

  Have expertly mitigated hundreds of millions of dollars in potential tax liabilities for clients

  Co-Author, Twenty-first Century Wealth, a guide to tax reduction, asset protection and money management

  Consistently promoted with major retail chain over course of a decade to manage $12M+ annual revenue store employing 100+ staff

  Played key role in opening superstores, including flagship in Alamo, CA

  Awarded Bronze Star for Valor, Operations Desert Storm

  Recipient of Navy Commendation and Achievement Awards for exceptional leadership


Professional Background


President, William V. Scott, Registered Investment Adviser-San Diego, CA 1992-Present

  As Founder and independent operator, have successfully launched, developed and steered full-scope operations of thriving firm specializing in assisting business and private individual clients in optimizing financial performance; oversee cumulative $242M+ in personal and junior partner accounts

  Drive all aspects of operation, from writing business plans, executing marketing/business development strategies and planning/facilitating events through servicing clients, building and directing high-performance teams, managing cash handling, and overseeing administrative functions; hold full P&L accountability

  Expertly consult with clients to define and deliver customized strategies for growing money, reducing taxes and protecting assets; personally manage 22 key clients


Chief Petty Officer/Deep Sea Diver, US Navy 1980-1994

  Steadily progressed over course of military career to positions of increasing accountability, culminating in senior leadership role; included detachment operations with $60M+ annual budget

  Successfully led 38 military personnel supporting critical Operation Desert Storm missions in Northern Arabian Gulf


Store Manager, Safeway Stores, Inc-Oakland, CA 1970-1980

  Built progressive career, rapidly promoting from entry-level customer service to ultimately manage store generating $1M in monthly revenue and employing 100+ team members

  Steered full-scope operations, from sales, promotion, merchandising, and customer service through human resources, inventory, procurement, administrative, and financial

  Grew market share and increased competitive leveraging by collaboratively opening several superstores for company




Business and Political Science, Diablo Valley College-Pleasant Hill, CA


Additional Information


Docent, USS Midway Museum

References on Request

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