Lance C. Newby
Escazu, Costa Rica
Tel 305-735-3820
Fax 321-821-0415
Cell 506-393-0712


Career Summary
Forty years experience as an accomplished, team-oriented executive with broad background operating multi-million dollar organizations in both the United States and abroad. Proven leadership and administrative abilities, with profit and loss responsibilities, managing human resources and providing creative solutions for organizational and business problems for both profit and non-profit companies. Extensive experience interacting with senior executives in government and the private sector, in operational and strategic financial planning, for complex and confidential projects and programs.
Selected Accomplishments
Proven Leadership: Effective in stressful environments where critical deadlines, fiscal responsibilities and operational requirements necessitate timely execution of priorities.

Developed, tested and integrated Fire Support Coordination Techniques for U.S. naval, air, and ground forces. The Proof: Successful fire support coordination throughout Operation Desert Storm among diversified allied Armed Forces.

Plans Director and Project Manager, Defense Nuclear Agency for coordination and integration of contract support for Johnston Atoll’s (Pacific Island) mission to conform to the requirements of the National Nuclear Test Plan as the site of the $2 billion Johnston Atoll Chemical Agent Disposal System (JACADS) facility.

Human Resource Skills (Summary)
Skills Oriented Manager: Organize complex work forces focusing individual talents efficiently on comprehensive planning, budgeting and problem solving in support of organizational and business goals and objectives.

Implemented a $14 million dollar capital improvement plan to modernize Johnston Atoll. Developed and directed compensation programs for the 1,000 additional civilian employees, which were contracted. Managed benefits including salaries, payroll, bonuses, retirement benefits, and moral and welfare programs.

International Management Skills (Summary)
Experienced with overseas organizations and international relations. Lived in Nagoya, Japan 1952-1955; Okinawa, Japan 1977-1979. Have traveled extensively throughout Europe and the Far East for both business and pleasure.

Coordinated mid-level ground-breaking relations with Soviet Union counterparts concerning the bilateral Nuclear Weapons Verification Program which still exists today through the Defense Nuclear Agency.
Employment History
Increasingly complex assignments in organizational operations requiring effective management of personnel and financial resources. Initiated self-employment entrepreneurial activities in late 1989.

U.S. Marine Corps 1966 to 1990 Retired Rank: Major
Registered Securities Principal, Hawaii 1989 to 2003 Retired Business Owner (Various Broker Dealers)

Provide financial investment and strategic tax planning advice for high net worth individuals and corporate clients. Through strategic tax planning activities, non-profit corporations become recipients of charitable gifts through charitable remainder trusts and annuities, pooled income funds, direct gifts and bequeaths.

Current Employment
President Pacifico Grupo Grande de Las Americas, S. A. This company provides commercial loan brokerage services in the United States, Costa Rica and Panama.

Licenses Retired
Life and Disability Insurance License
Series 7 and 63 (Federal/State Securities License)
Series 24 (Federal/Registered Securities Principal)
Series 65 (Federal/State Registered Investment Advisor)

Education
Raymond James Financial Brokerage Training School, St. Petersburg, FL - 1989
Advance Career Field Artillery Training, Ft. Sill, OK – 1980
MBA Candidate, University of Maryland Overseas, Okinawa, Japan 1977 - 1979
B. A., Political Science, University Of Maryland, College Park, MD – 1976
Nuclear Weapons Deployment Course, Ft. Sill, OK - 1972
Field Artillery School, Ft. Sill, OK - 1972
Marine Officer Training Basic Warfare School, Quantico, VA – 1971
Basic Marine Training, Parris Island, SC 1966
Hargrave Military Academy, Chatham, VA – 1959-1965

Awards
Numerous leadership awards including the Defense Meritorious Service Medal, Navy Achievement Medal and Air Force Meritorious Service Medal. Broker Dealer Production awards over the years with Raymond James Financial Services and Cantella and Co, Inc.