Functional Skills
Quality Control
Learning & Development
Budgeting
Artificial Intelligence
Strategic Planning
Business Continuity
Accounts Receivable
Project Management
Litigation Support
Operations Management
Data Governance
Risk Management
Regulatory Compliance
Information Security Management
Data Collection / Research
Software Skills
Microsoft Office
Artificial Intelligence
PowerBI
Data recovery
Sector Experience
Business Services
Financial Services
Technology
Transportation & Logistics
Languages
English
Experience
AABCO Consulting, LLC
Management Consulting
Founder & Principal Consultant
4/2025 - Present
As the Founder of AABCO Consulting, LLC, I empower small businesses to thrive in the AI era by delivering fractional leadership as a Chief AI Officer (CAIO), Chief Operating Officer (COO), Chief Information Governance Officer (CIGO), and Chief Privacy Officer (CPO). With over 25 years of executive experience, including leading transformative initiatives at BDO USA, I specialize in driving operational efficiency, AI strategy, data privacy, and information governance.
At AABCO, I guide clients through AI adoption with tailored services, from use case assessments and solution implementation to employee training and change management. My approach integrates proven frameworks (e.g., NIST AI RMF, GDPR, CCPA) to ensure ethical, compliant, and impactful outcomes.
Passionate about helping small businesses compete, I deliver strategic oversight, actionable insights, and hands-on support to unlock AI’s potential while safeguarding data and streamlining operations.
At AABCO, I guide clients through AI adoption with tailored services, from use case assessments and solution implementation to employee training and change management. My approach integrates proven frameworks (e.g., NIST AI RMF, GDPR, CCPA) to ensure ethical, compliant, and impactful outcomes.
Passionate about helping small businesses compete, I deliver strategic oversight, actionable insights, and hands-on support to unlock AI’s potential while safeguarding data and streamlining operations.
BDO USA
Operations
Managing Director | Operations & Strategic Initiatives
8/2020 - 1/2025
• Directed operations for a $70M annual revenue engagement (U.S. Department of Commerce monitorship) encompassing full-cycle operational responsibilities: client invoicing, financial administration, resource management, and vendor lifecycle. Directed a 6-member team supporting 125 engagement staff, ensuring seamless execution and adherence to stringent client requirements.
• Spearheaded process optimization initiatives that slashed invoicing cycles by 75%, reducing processing time from 8 weeks to 2 weeks through the design and implementation of streamlined workflows.
• Designed and deployed Power BI dashboards and reports for enhanced productivity tracking, resource planning, and accurate engagement budget forecasting, improving financial visibility and decision-making.
• Led operational oversight of the Privacy and Data Protection (PDP) Practice, ensuring seamless business continuity during corporate transitions and maintaining uninterrupted client service delivery.
• Conducted a
• Spearheaded process optimization initiatives that slashed invoicing cycles by 75%, reducing processing time from 8 weeks to 2 weeks through the design and implementation of streamlined workflows.
• Designed and deployed Power BI dashboards and reports for enhanced productivity tracking, resource planning, and accurate engagement budget forecasting, improving financial visibility and decision-making.
• Led operational oversight of the Privacy and Data Protection (PDP) Practice, ensuring seamless business continuity during corporate transitions and maintaining uninterrupted client service delivery.
• Conducted a
BDO USA
Operations
Director | Operations & Practice Integration
8/2018 - 7/2020
• Led operational integration of the Data & Information Governance (DIG) and related practices into BDO's GRC (now Privacy and Data Protection) practice during a significant reorganization of the BDO Advisory practice, ensuring a smooth transition and minimizing disruption to client service.
• Developed and implemented resource management processes, tools, and reporting systems, enhancing visibility into key financial metrics and improving resource allocation efficiency.
• Instituted monthly project close reviews and centralized online reporting for time entry, productivity analysis, and accounts receivable management, strengthening financial controls and reporting accuracy.
• Contributed to improved financial performance across key metrics including yield, net revenue per professional, and overall net revenue through operational oversight and process improvements, directly impacting botom-line results.
• Supported practice growth by conducting initial application reviews and parti
• Developed and implemented resource management processes, tools, and reporting systems, enhancing visibility into key financial metrics and improving resource allocation efficiency.
• Instituted monthly project close reviews and centralized online reporting for time entry, productivity analysis, and accounts receivable management, strengthening financial controls and reporting accuracy.
• Contributed to improved financial performance across key metrics including yield, net revenue per professional, and overall net revenue through operational oversight and process improvements, directly impacting botom-line results.
• Supported practice growth by conducting initial application reviews and parti
BDO USA
Management Consulting
Senior Manager
9/2014 - 7/2018
• Co-founded the Data & Information Governance (DIG) Practice, developing project pricing models, engagement initiation protocols, and QA templates, and contributing to BDO's Information Governance framework, establishing a new practice line and expanding service offerings.
• Designed and managed a centralized controls library for policy and procedure development engagements, improving efficiency and consistency in client deliverables.
• Centralized DIG practice billing operations, standardized invoice formats, and ensured timely monthly client invoicing, enhancing financial administration and client satisfaction.
• Supported DIG practice recruitment efforts through resume review and candidate interviews, contributing to the growth of the newly formed practice.
• Served as Digital Forensics Practice Delivery and Operations Lead, overseeing digital forensics projects and ensuring timely and successful client outcomes under tight deadlines, demonstrating strong project management and
• Designed and managed a centralized controls library for policy and procedure development engagements, improving efficiency and consistency in client deliverables.
• Centralized DIG practice billing operations, standardized invoice formats, and ensured timely monthly client invoicing, enhancing financial administration and client satisfaction.
• Supported DIG practice recruitment efforts through resume review and candidate interviews, contributing to the growth of the newly formed practice.
• Served as Digital Forensics Practice Delivery and Operations Lead, overseeing digital forensics projects and ensuring timely and successful client outcomes under tight deadlines, demonstrating strong project management and
Deloitte Financial Advisory Services LLP
Management Consulting
Discovery Manager
6/2010 - 9/2014
Solutions & Project Delivery
June 2010 - September 2014
• Consulted with corporate clients to improve and enhance eDiscovery protocols, practices, and procedures, strengthening defensibility and improving discovery response effectiveness, leading to reduced legal risk and cost.
• Managed collections, culling, and processing of data utilizing EnCase Enterprise and EnCase Command Center (EnCase eDiscovery) for Relativity ingestion, ensuring efficient and defensible eDiscovery workflows.
• Led project management for e-discovery projects within a high-volume e-discovery servicing center environment, demonstrating project management expertise in a fast-paced seting.
• Managed a consultant staff within a client-site computer forensics lab and evidence storage setup, conducting collections and detailed investigations at the request of clients and counsel, leading on-site teams and ensuring high-quality forensic services.
• Managed preservation, storage, and production of over 4,000 coll
June 2010 - September 2014
• Consulted with corporate clients to improve and enhance eDiscovery protocols, practices, and procedures, strengthening defensibility and improving discovery response effectiveness, leading to reduced legal risk and cost.
• Managed collections, culling, and processing of data utilizing EnCase Enterprise and EnCase Command Center (EnCase eDiscovery) for Relativity ingestion, ensuring efficient and defensible eDiscovery workflows.
• Led project management for e-discovery projects within a high-volume e-discovery servicing center environment, demonstrating project management expertise in a fast-paced seting.
• Managed a consultant staff within a client-site computer forensics lab and evidence storage setup, conducting collections and detailed investigations at the request of clients and counsel, leading on-site teams and ensuring high-quality forensic services.
• Managed preservation, storage, and production of over 4,000 coll
Pinkerton Consulting & Investigations, Inc.
Other
Senior Forensic Analyst
10/2009 - 6/2010
• Conducted targeted data collections of email and network share data based on legal counsel specifications, ensuring precise and legally sound data acquisition.
• Performed keyword searching, culling, and deduplication of data for efficient review, reducing data volumes and streamlining the review process for clients.
• Prepared detailed investigation reports summarizing findings and methodologies, providing clear and comprehensive analysis for legal and investigative purposes.
• Provided fact witness testimony in a labor union hearing, demonstrating credibility and expertise in forensic analysis.
• Performed keyword searching, culling, and deduplication of data for efficient review, reducing data volumes and streamlining the review process for clients.
• Prepared detailed investigation reports summarizing findings and methodologies, providing clear and comprehensive analysis for legal and investigative purposes.
• Provided fact witness testimony in a labor union hearing, demonstrating credibility and expertise in forensic analysis.
K&F CONSULTING, INC.
Other
Manager of Forensic Analysis
2/2006 - 7/2009
• Managed the collection of responsive data from diverse sources including desktops, laptops, network shares, and email storage containers, ensuring comprehensive and legally compliant data acquisition.
• Performed deduplication and culling of data using date filtering and keyword searching techniques, optimizing data sets for efficient review and reducing costs.
• Conducted in-depth forensic examinations of custodian datasets, including email container file recovery and data carving, demonstrating advanced forensic analysis skills and data recovery capabilities.
• Prepared detailed computer forensics analysis reports and conducted QC review of collected data and chain of custody documentation, ensuring high-quality deliverables and maintaining data integrity.
• Performed deduplication and culling of data using date filtering and keyword searching techniques, optimizing data sets for efficient review and reducing costs.
• Conducted in-depth forensic examinations of custodian datasets, including email container file recovery and data carving, demonstrating advanced forensic analysis skills and data recovery capabilities.
• Prepared detailed computer forensics analysis reports and conducted QC review of collected data and chain of custody documentation, ensuring high-quality deliverables and maintaining data integrity.
Baker, Donelson, Bearman, Caldwell & Berkowitz, P.C.
Legal
Senior Paralegal
4/1999 - 2/2006
• Provided litigation support to atorneys in discovery, legal research, and drafting pleadings and memos, contributing to effective case preparation and legal strategy.
• Negotiated at Section 341 Bankruptcy hearings and managed client communication effectively, demonstrating negotiation and client management skills in a legal context.
• Gathered critical case information through client and witness interviews and online research, demonstrating strong investigative and information gathering abilities.
• Managed case logistics, including witness coordination, equipment procurement, and file maintenance, ensuring smooth and efficient case management.
• Leveraged litigation support software to advance case strategies and consistently exceeded billable hour targets, demonstrating technical proficiency and commitment to productivity.
• Negotiated at Section 341 Bankruptcy hearings and managed client communication effectively, demonstrating negotiation and client management skills in a legal context.
• Gathered critical case information through client and witness interviews and online research, demonstrating strong investigative and information gathering abilities.
• Managed case logistics, including witness coordination, equipment procurement, and file maintenance, ensuring smooth and efficient case management.
• Leveraged litigation support software to advance case strategies and consistently exceeded billable hour targets, demonstrating technical proficiency and commitment to productivity.
FARRIS, MATHEWS, BRANAN, & HELLEN, PLC
Legal
Paralegal
11/1996 - 4/1999
• Supported atorneys in strategy meetings, file management, and drafting pleadings and discovery documents, contributing to effective legal case management and preparation.
• Conducted client interviews, investigative fact-finding, legal research, and prepared court filings, demonstrating core paralegal skills and legal support capabilities.
• Provided informal technical support, maintaining workstations and servers, performing hardware/software service, and training operators, showcasing technical aptitude and problem solving skills.
• Conducted client interviews, investigative fact-finding, legal research, and prepared court filings, demonstrating core paralegal skills and legal support capabilities.
• Provided informal technical support, maintaining workstations and servers, performing hardware/software service, and training operators, showcasing technical aptitude and problem solving skills.