Meet the Team
The individuals described in these paragraphs are experienced professionals in various industries, including manufacturing, metal fabrication, investment banking, corporate and commercial law, steel service, business advisory, marketing, metals distribution, HVAC, technology-enabled businesses, and personal development. They have expertise in SolidWorks design, customer service, investment advisory, corporate financial services, M&A, corporate governance, business process improvement, AI and machine learning applications, sales coaching, marketing strategies, business growth, leadership development, and generating high-income processes. They are committed to creating lasting impact and success, fostering strong partnerships, driving growth for businesses and clients, and solving complex business problems. They are passionate about their work and have a track record of delivering results, innovation, and efficiency.
Operating Partner & Founder
Results-driven professional with 20+ years of experience in the manufacturing and metal fabrication industries, specializing in SolidWorks design and collaboration. Proven track record of delivering innovative solutions that optimize efficiency, accuracy, and overall profitability. Committed to exceptional customer service, fostering strong partnerships, and driving growth for businesses and clients. Seeking opportunities to leverage expertise and passion for excellence to create lasting impact and success in the industry. Connect with me to discover how we can achieve breakthrough results together.
William K. Lundy
William K. Lundy joined Boustead Securities as Managing Director in 2019 and brings over 35 years of experience in investment banking, investment advisory, and institutional money management. Mr. Lundy began his career working for General Electric in Houston, TX and launched his investment banking career in the mid-1980s with Cruttenden Roth bringing venture capital to emerging growth companies via structured financings including private placements, strategic partnerships and IPOs. Additionally, Bill worked in an investment advisory capacity with corporate pensions and high net worth individuals and moved to Shearson Lehman Hutton practicing institutional money management. In 1992, Bill launched his own firm, Capital Management Internationale, as a full-service investment advisement company providing corporate financial, M&A and growth financing services to both public and private companies through a broad network of equity and debt funds. Mr. Lundy heads up the Auburn Alumni group in Orange County, CA and graduated from Auburn University in 1979. Bill also attended law school at South Texas College of Law from 1983-to 1986. Mr. Lundy Holds FINRA Series 3, 7 and 63.
Corporate and Commercial Legal Counsel
Matthew is the Co-Chair of the Canadian Manufacturing Sector group at Dentons and the former Department Manager of the Dentons Canada Business Law Department in Toronto. Matthew practises in corporate and commercial law for numerous public and private companies, including entrepreneurial and start-up companies, with a focus on the manufacturing and alcohol sectors. Matthew practices in several specialized areas: corporate and commercial (including joint ventures, reorganizations and complex commercial agreements related to supply, distribution, manufacturing, and promotion), advertising and marketing regulation, including comparative claim substantiation, negotiating sponsorship agreements, advising on marketing, and advertising to children, and advising on contests, promotions, and other Inducements, public and private mergers and acquisitions, and corporate governance.
Service Center Expert
Mr. Bellisario has over 25 years of steel service centre and processing experience and was the President of a leading Ontario steel service centre company. Mr. Bellisario was responsible for taking his previously owned Service Centre to $90M in annual sales during a ten-year period.
Strategy, Finance, and Marketing
A strategic business and marketing professional with more than 20 years of business and professional experience in numerous industries focused on providing business advisory and marketing services, with clients ranging from start-ups to multi-million-dollar medium-sized enterprises. George specializes in systems and dynamic concept integrations. As a solution provider who takes a global view of operations, he helps create a solid foundation for the direction of the business and holds a strong vision for the success of all team members. He is the author of The Serious Business Owners Guide to Double, Triple, Quadruple Sales,acclaimed by business owners in many industries.
Technology, Industry, and Recruitment Advisor
Akbar Khowaja has been in the metals distribution industry for over 10 years and is an expert in inventory risk management. Akbar helped numerous Metal Service Centers increase their “earns & turns” through business process improvements, technology applications and data analytics. He is passionate about solving complex procurement problems through AI and machine learning. He is currently serving as GM-North American Sales for MetalNetworks.ai, a disruptive and robust distributor marketplace platform. He holds a Masters degree in Engineering & Management from Case Western Reserve University.
For 37 years I have been involved in the HVAC industry, working in almost every segment and aspect of that industry. From junior sales positions to working as a Territory Manager for a major equipment manufacturer and developing New Dealerships in various regions for that manufacturer. While working with the distribution corner of the industry, I found myself concentrating on the Dealer Development area of the industry. Having a passion to help the dealers get better at marketing, selling and general business strategies, I started taking extensive business training courses. These courses were not only excellent Dealer Enhancement Programs, they were what this dealer segment needed to move the needle on bonified customer caring, service-minded, profitable companies. I like to consider myself as a ‘learn it all, so I can be helpful and constructive for those in the industry who want to learn how and where to introduce incremental improvements to drive increased profitability. After attempting to bring this advanced thinking to the distribution segment of the industry, yet with slow acceptance, SellingWorx Plus Inc. was born. A company that offers Sales Coaching, Marketing Strategies, Salespeople Selling Guidelines, Sales & Business Tracking Forms, Website Design, along strategic positioning tactics that add to the enhancement of each client’s company. Today, as a ‘Business Profit Advisor’ and one of 900 coaching professionals around the world, along with the ability to tap their collective experience, and the licensed ‘Profit Acceleration Software’, I believe… Our team does it better, to better your corporate results.
Joe's passion is building high-performance technology-enabled businesses by synchronizing people, partnerships, products, & processes. He is relentlessly committed to creating exceptional customer experiences through business process innovation and strong partner ecosystems. His open & collaborative leadership style balances the voices of customers, employees, partners and investors to solve complex business problems creatively while building enterprise value.
Dominique Forand MBA
Technology, Industry, and Recruitment Advisor
Since 1989, she is helping C-Suite level executives from small businesses to Fortune 500 companies such as CGI, Deloitte and Veolia Environment — imagine, deliver and run their business from strategy development through implementation. She speaks at McGill University since 2014. Dominique currently leads groups of advisors through “The ELITE RoundTable program” which advises entrepreneurial business leaders and board members on creating a clear vision and implementing strategies to hold their management teams accountable for delivering on their vision. Her unique entrepreneurial background coupled with her experience in fortune 500 companies provides her with a unique perspective on business growth. Innovation, transformation and leadership occur in many ways. Leaders’ ability to solve complex issues is critical. Whether it is a multinational corporation, a department within a larger company, or a small entrepreneurial venture, Dominique can help you. Dominique's philosophy is "why to reinvent the wheel," her mission is to push leaders to think differently, and her obsession is to create a better workplace for people. She believes leaders underestimate the tremendous impact they have in the world. She believes better leaders create a better workplace. She believes better workplaces change the world for the better. Dominique’s passion is to challenge the status quo most entrepreneurial businesses face daily. With a master’s degree in business administration and a specialization in human behaviours she knows how to fill the gap between vision and achievement while implementing a culture that drives success and growth. In doing so, she developed an arsenal of revolutionary concepts and techniques that she shares in thought-provoking presentations and in her program.
Sales and Marketing
Odin is a marketing professional with a corporate background and a leader in the new generation of personal development and business philosophy practices. He lives and breathes the strategies and tools he has shared, spanning Twelve years with over 1000 clients, past and present, that have been directed to success via influential ‘business cycles’ through his auspices. He has an engaging manner for recognizing and manufacturing easy-to-follow, high-income generating processes from the ‘corporate world’ and providing them easily, inexpensively and powerfully to the unique cycle of small business.