
Paul Burnstein
Business Consultant

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About me
Helping clients with setup, optimization, instruction, and troubleshooting of technology in the home or business.
Education

Birmingham High School
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Institute for Independent Business International
2005 -Accredited as Associate (AInstIB) Business and Practice DevelopmentActivities and Societies: IIB Alumni Graduated from Residential Business School March 2005

USC Marshall School of Business
1993 - 1996Bachelor of Science Business Administration with an emphasis in EntrepreneurshipActivities and Societies: Alpha Epsilon Pi Fraternity - Life Member

Naropa University
2002 - 2004Master of Arts Gerontology with a concentration in Long-term Care AdministrationActivities and Societies: Student/Faculty Liason 2003 - 2004 Graduated first in my class with a 4.0 GPA/4.0
Experience

Peter J. Burnstein Consulting
Jan 1996 - Jan 2002Business ConsultantBusiness Consulting Specializing in Interim and Crisis ManagementBusiness Consultant and Project Manager• Freelance projects involving structuring and organization• Spreadsheet analysis and pro-forma financial statements• Business summary portfolios for prospective buyers of clients

Louis Kravitz & Associates, Inc.
Jun 1996 - Mar 1997Special Projects/Assistant AdministratorRetirement Plan Consultants and Administrators• Handled special projects involving loan payment tracking, delinquency tracking and eligibility requirements for projects involving 401(k) and other retirement plans and trusts• Assisted plan administrators and consultants in overall maintenance of accounts

Burns Audio Corporation
Mar 1997 - Dec 1998Director of Business OperationsSound Reinforcement Company Specializing in Live Televised Events• Maintained sales of $1M, servicing clients such as the G8 Economic Summit, Republican National Convention and the Olympics • Managed all functions of the business by supervising day-to-day operations• Regulated cash flow, resolved major tax issues• Hired staff and performed all functions of human resources management• Negotiated payment terms for high profile clients

Weller/Grossman Productions
Mar 1998 - Dec 2000Associate Producer, Segment Coordinator, Script Supervisor, Post Production CoordinatorTelevision Production Company• Developed and tracked budget reports for meetings with executives• Created organizational systems for projects • Project management – tracked scripts from approval process through delivery• Organized production elements by creating and maintaining a log and database

Golden West Senior Residence
Jan 2003 - Aug 2004Project DirectorLow to Moderate Income Senior Residence housing both Independent and Assisted Living• Interim Activities Director & Volunteer Coordinator: evaluated and reorganized the Programs and Activities Department including volunteer activities• Department Head involved in Leadership Team Meetings for the entire organization• Spearheaded Quality First implementation, a nation-wide initiative• Involved in fundraising activities• Renegotiated existing contracts to receive more favorable terms Show less

Paul Burnstein/Peak Business Group
Feb 2005 - Dec 2018Business Advisor/ConnectorBusiness/Management Consulting Firm• Help clients secure debt financing• Working with clients to improve profitability, increase sales, reduce debt, increase organizational efficiency and creative problem solvingI help secure funding for expansion and developments. I specialize in creative problem solving, improving business performance through organizational efficiency, restructuring or simply dealing with difficult issues. I am an accredited Executive Associate of the Institute for Independent Business with over 5000 associates worldwide. Show less

Spiritual Eldering Institute
Sept 2005 - Dec 2005National Program ManagerMulti-faith Organization Dedicated to the Spiritual Dimensions of Aging and Conscious LivingNational Program Manager• Strategic Planning to grow the Institute• Managed National, Award-Winning Educational Program• Maintained day-to-day operations while going through a business model transition• Worked with Executive Director and Board of Directors to develop financially viable business plan for future operations

Engaging Media, Inc.
Aug 2007 - Mar 2008Operations ManagerMedia Production and Consulting Firm• Developed short- and long-term strategic plans to advance company vision including contract development and negotiations• Oversaw business operations and management of human resources

Sinai Family Home Services
Mar 2008 - May 2011Executive DirectorSinai Family Home Services is an in-home care agency serving the senior population in the Portland metro area.• Restructured operations of start-up business to maximize efficiency and quality--Exceeded budgeted expectations and improved bottom line to generate profit in less than 2 years• Developed and implemented comprehensive marketing strategies including person-to-person contacts, email campaigns, web content, ads and print collateral--Increased number of marketing contacts per month by 300%--More than tripled number of client hours served within 1.5 years• Responsible for financial oversight including development, analysis, and presentation of financial reports to Board of Directors and parent companies• Collaborated with state and local governments and other organizations to implement innovative care practices and services Show less

LeadingAge
May 2011 - Oct 2013Associate Director, Center for Aging Services TechnologiesThe LeadingAge Center for Aging Services Technologies (CAST) is focused on development, evaluation and adoption of emerging technologies that will transform the aging experience. As an international coalition of more than 400 technology companies, aging-services organizations, businesses, research universities and government representatives, CAST works under the auspices of LeadingAge, an association of 6,000 not-for-profit organizations dedicated to expanding the world of possibilities for aging.• Executed CAST’s agenda in leading and expanding a national network of technology companies, providers, and research institutions focused on technology solutions for an aging society• Lead multidisciplinary workgroups for CAST’s electronic health record (EHR) and telehealth initiatives and produced the following deliverables for each initiative:--Selection matrices comparing over 200 functionalities across the participating EHR and telehealth vendors--Online selection tools for identifying products that meet an organization's requirements--Accompanying whitepapers that guide organizations through planning for EHR and telehealth implementation processes and defining the needed specifications--Case studies of providers' selections and implementations of EHRs and use of telehealth• Managed state-level technology initiatives that aim to identify barriers and opportunities to facilitate the use of technology in an aging society, in partnership with LeadingAge State Affiliates• Keynote speaker and presenter at regional and national conferences on aging services technologies and technology-enabled business models Show less

MDI Achieve / MatrixCare
Nov 2013 - Oct 2014Product Manager - InteroperabilityMDI Achieve is leading the way to person-centered care with MatrixCare, the leading certified EHR solution for the continuum of care. MatrixCare is the same easy-to-use product that more than 100,000 users have come to rely on, brought to you by the same team of experienced professionals at MDI Achieve who collaborate to provide the highest quality products and services to LTPAC providers.• Created and executed a vision for the evolution of MatrixCare interoperability• Focused on then current and prospective customer and market needs and demands with an emphasis on how software and technology can solve those challenges• Translate customer problems and market needs into new product enhancements• Owned strategy and execution for parts of MatrixCare business model related to interoperability• Prioritized and managed team product roadmap and multi-generation product plans to define and communicate product line’s future development • Planned and lead new product launches from inception to post-launch evaluation• Closely collaborated with internal partners to achieve product and organizational goals, including Sales, Development, Marketing, Business Development and Management• Developed positioning, value proposition and messaging, and worked with organization to execute message Show less

Gadget Guy MN
Nov 2014 - nowTech Handyman / FounderI help simplify life through smart, frictionless use of technology. I specialize in setup and how-to education for iPads, Android tablets, smartphones, home theater systems, and computers. I also deliver solutions for smart home technologies and can help to cut the cord on cable.

Southwest Journal
Jun 2015 - Jul 2019Contributing Writer - TechnologyI wrote a monthly column on technology.
Licenses & Certifications
- View certificate

PMC-III (Product Management)
Pragmatic MarketingDec 2013
Volunteer Experience
Member
Issued by Clara Barton Open School Leadership Council on Sept 2019
Associated with Paul Burnstein
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