Functional Skills

Acquisition Target Identification
Agile Software Development
Anti Money Laundering (AML)
Benchmarking
Budgeting
Business Analytics
Business Development
Business Operations
Business Planning
Business Unit Strategy

Sector Experience

Aerospace & Defense
Media & Entertainment
Retail
Telecom
Travel & Hospitality

Notable Clients

Access venture partners
Cisco Systems
MV Transportation
N2growth
NCR

Experience

NCR Corporation Corporate Strategy & Development
Senior Director Corporate Development
10/2018 - Present
Leading acquisition integration efforts across NCR's portfolio of recent acquisitions; including its $187M acquisition of JetPay, Inc. and formation of NCR's Merchant Payments business. Leading the development of NCR's Integration Management Office.
NCR Corporation Corporate Strategy & Development
Senior Director Portfolio Management
2/2017 - 10/2018
Led portfolio management and investment allocations for NCR's publically reported SW business segment with $275M in annual R&D spend.
N2Growth, Inc. Corporate Strategy & Development
Executive in Residence
9/2015 - 12/2016
Management Consulting
Cisco Systems, Inc. Corporate Strategy & Development
Director of Strategy & Business Development
12/2005 - 8/2015
Held Chief of Staff role for the strategy team of the $5B SPVTG business, overseeing M&A activity, product development, corporate strategy, and the strategic planning cycle. Worked closely with senior management and C-level officers on all facets of M&A, strategy development, and strategic planning.
Vertical Opportunity Partners, LP Finance
Managing Director
1/2005 - 12/2005
Developed the business plan and launched a private equity firm to invest in build-to-suit cellular tower development, ownership and management.
Charys Holding Company, Inc. Corporate Strategy & Development
Vice President Business Development
6/2004 - 6/2005
Responsible for all stages of M&A activity, and reporting of acquisitions activity to the
CEO and Board of Directors.
? Acquired a $20M telecom construction firm in an all-stock transaction.
? Sourced & developed Charys’s pipeline of deals that led to over $200 million in
subsequent acquisitions.
? Negotiated the successful restructuring of debt for the acquired companies.
? Developed the Company’s acquisition processes and pipeline reporting systems.
Lifeline Capital Group Finance
Principal
10/2001 - 6/2004
Business consulting on capital formation, business plans, and fundraising efforts in the private equity markets.