Functional Skills
Agile Software Development
Business Analytics
Business Unit Strategy
Change Management / Org Design
Commercial Due Diligence
CRM Selection / Implementation
Customer Segmentation
Customer Service
Data Analysis
Market Research
Post-Merger Integration
Process Design / Re-engineering
Project Management
Strategy Development
Technology Strategy
Software Skills
ARGUS
Data visualization
Microsoft Excel
Microsoft PowerPoint
Microsoft Project
Microsoft Visio
Microsoft Word
Outlook
PowerBI
Salesforce
SAP CRM
Siebel CRM
Smartsheet
Trello
JD Edwards EnterpriseOne
Certifications
PEProfessional Engineer
PMPProject Management Professional
Six Sigma Green Belt
Sector Experience
Energy
Financial Services
Industrials
Real Estate
Social & Public Sector
Languages
English
Notable Clients
Bank of America
Cemex
JLL Partners
Link Logistics
TIAA
Big 4 Accounting
Fortune 500
Top Consulting Firms
Experience
Athelon, LLC
Management Consulting
Owner & Principal Consultant | Strategy | Data Analytics | Process Improvement
1/2007 - Present
Collaborate with partners and clients to define, implement, and measure business strategy using data-driven approaches. Primary functional focus on strategy, business process transformations, assessing new opportunities for growth, and project management.
Link Logistics Real Estate
Corporate Strategy & Development
Real Estate | Target Operating Model | Project Management
12/2021 - 9/2022
Interacted with subject matter experts to bring the highest level of expertise and service to the engagement. Analyzed requirements, system capabilities, and workflows to make recommendations and deliver objectives. Led the initial development of target operating models for two business units before transitioning role to internal staff.
Duke Energy
Other
Project Management | Data Analytics | Strategy
12/2013 - 3/2020
Created a strategic roadmap, including governance and processes, outlining execution of a $25B multi-year cross-functional construction infrastructure program. Implemented strategic initiatives across the organization, leading execution teams and providing cross-division staff training to accomplish short- and long-term goals for growth. Managed projects ($3-$12 million in value) from initiation to business turnover.
NTT DATA Services
Management Consulting
Senior Consultant | Fintech | CRM | PMO
6/2011 - 4/2013
Implemented digital transformation, platform consolidation, and CRM (customer relationship management) projects for Fortune 250 financial services clients, including Bank of America, TIAA, and The Hartford. Stood up a new Enterprise PMO aligned and structured to scale with the increasing digital transformation projects for a Fortune 100 financial service company.
Cherokee Investment Partners
Data Science / Analytics
Real Estate Economics | Due Diligence | Market Analysis | Private Equity
1/2007 - 12/2008
Led market research and analysis function for the due diligence, asset management, and portfolio management teams of a $2B private equity fund focused on sustainable real estate development.
Beazer Homes USA
Corporate Strategy & Development
Director Strategic Planning | Real Estate | Post-Merger Integration | Proptech | CRM
1/2002 - 9/2006
Facilitated operational teams in the formulation of business unit and deal level strategies. Architected data-driven methodology to create and analyze strategic opportunities. Provided post-merger integration support and business process transformation guidance to executives and project execution teams during a merger that doubled the size of the organization.
iXL, Inc
Management Consulting
Strategy Consulting Manager | Strategy | CRM | ERP | Project Management
5/2000 - 5/2001
Led strategic initiatives focused on utilizing CRM (customer relationship management) solutions to support sales, service, and marketing processes.
PricewaterhouseCoopers (PwC)
Management Consulting
Strategy Consultant | CRM | Operational Excellence | Data Analytics
7/1998 - 4/2000
Conducted operational and technical assessments of Fortune 500 financial services clients’ sales and marketing functions and extracted opportunities for improvement. Developed project plans and action plans to close performance gaps.