Home
Products and Services
Portfolio Management Process
Expert Testimonials
Client Project Examples
Company Info
    Leadership Team
    Q&A with the Founder
Contact Us


Global Affiliates/Partners

Japan - AZCA, Inc.

EMEA - CalShea Management

Jeff Baum
President & Managing Director
Jeff has been the Managing Director of PROXI Management Decisions, since April, 2002. Previously, he was a management consultant with PRTM’s Tokyo, Japan and Mountain View, California offices. Earlier in his career, he spent 11 years developing new products with Motorola Semiconductor in both Phoenix, Arizona and Tokyo, Japan. Jeff has more than 20 years of technology management experience within the semiconductor, imaging & printing, telecommunications, medical devices, and enterprise software industries. He has lived project business-case forecasting, new product development, and portfolio decision making at global companies such as Motorola, Hewlett-Packard, TRW, Agilent Technologies, Freescale Semiconductor, ACCO Brands, Alcatel-Lucent, and Fujitsu. Jeff earned his MBA at the University of California Berkeley - Haas School of Business, his MS Electrical Engineering at the University of Arizona, and his BS Electrical Engineering at the University of Illinois Urbana-Champaign. Jeff is the inventor of four U.S. patents and is proficient in Japanese.

Jerry Millendorf, CFA
Director, Financial & Analytics Engineering
Jerry has 14 years of experience developing quantitative models for analyzing investment strategies and optimizing portfolios within the financial services industry. His deep expertise in portfolio theory and quantitative methods, combined with his financial modeling and algorithm development skills, are versatile assets for the design, verification, usability testing, on-site implementation, and training aspects of developing and deploying our portfolio analysis & planning systems with clients. His previous experience includes investment analysis and software development at Salomon Brothers in both New York and Tokyo, quantitative modeling and portfolio optimization at Barclays Global Investors in San Francisco, and portfolio management and investment research at a San Francisco-based hedge fund. He holds an MBA from the Haas School of Business at the University of California, Berkeley, a BS in Economics from the Wharton School of the University of Pennsylvania, and a BS in Electrical Engineering from the University of Pennsylvania. Jerry is a Chartered Financial Analyst (CFA).

Jim Coughlin
Director, Systems Architecture & Software Engineering
From database design and process modeling, to system analysis and architecture, to user interaction and data integration with external systems, Jim is the unlimited source of innovation that inspires our passion for developing seamless analysis and planning solutions with our clients. He has 38 years of information technology experience, as a software architect designing and implementing business solutions. Since our systems development work extends beyond the development center to the client environment, Jim leads our software engineering efforts both internally, as well as at client sites. Prior to PROXI, Jim had engineered numerous financial and process-based enterprise systems for Visa International, Wells Fargo, Bank of America, Levi Strauss & Co., British Telecom and MCI WorldCom. Earlier in his career, he worked for computer industry pioneers, Amdahl and Tandem Computer. Jim has an Associate of Arts degree in Information Technology.

Tom Guilfoy
Director, Asia-Pacific Business Development

Tom has over 25 years of business management and financial consulting experience in the banking, technology and aviation sectors. He has deep experience within all organizational environments, from startups to large multinational corporations. Previously, Tom founded Sextant Advisory, LLC, where he specialized in financial modeling & analysis and strategy implementation. Prior to Sextant Advisory, Tom spent two years at Macquarie Bank in Sydney, Australia as a financial management analyst and seven years at Westpac Banking Corporation in New York City. At Westpac, he focused on the privatization of energy & gas, airport, and forestry assets throughout Australia and New Zealand. Earlier in his career, Tom was an air-traffic controller aboard a US Navy aircraft carrier, owned and operated an FAA-certified pilot training academy, and served as Chairman of the Scottsdale, Arizona Airport Advisory Commission. Additionally, he has held a number of public sector positions on various bond and budget committees throughout Arizona. Tom holds a Masters degree in International Business from St. Mary’s College of California and a Bachelors degree in Finance from the University of Washington – Seattle.


Neil McDougall
Managing Director, EMEA
Neil is the founder and Managing Director of CalShea Management, based in Dubai, United Arab Emirates. Previously, he served as a senior manager for The Palladium Consulting Group’s Asia-Pacific and Europe, Middle East, and Africa practices. With over 16 years of strategy management expertise and line-management experience, Neil specializes in implementing dynamic strategy management methodologies and complementary technologies for clients in a variety of industries. He has deep experience with telecommunications and wireless enterprises, such as Nortel Networks, Rogers AT&T, and Kyocera Wireless, as well as public sector organizations, including the Botswana National Government and the Saudi Ministry of Commerce. Prior to Palladium, Neil was a consultant with the global technology consultancy, PRTM. At PRTM, he focused on product development and customer care operations for clients in the telecom & networking equipment industry. Neil earned his MBA at Ivey Business School, in London, Canada and his BS in Electrical Engineering at Queen’s University, in Kingston, Canada. He received his license from the Professional Engineers of Ontario, and he is APICS-certified in production and inventory management.
  Home |  Products & Services |  Portfolio Management Process |  Expert Testimonials
  Client Project Examples |  Company Info |  Contact Us

Copyright ©2002-2011 PROXI Management Decisions. All Rights Reserved.