Leader on the M&A team reporting into the Office of the CEO, responsible for leading US South, Canada, and LATAM regional M&A efforts. Also responsible for leading the partnership with Accenture's global M&A team. Highly client centric role, engaged with clients, partners and account teams to educate, form and influence the future direction of M&A transaction planning and execution.

Lead in driving pursuit and delivery for Transaction Advisory Services efforts nationally. Key focus areas were building the advisory capabilities within the firm to successfully sell and deliver on client transformation efforts.
●Led various Advisory pursuit and delivery efforts including due diligence management, integration management office (IMO) lead, divestiture management office lead, and other transformational initiatives.
●Led the divestiture for a $2B consumer products company that had no previous divestiture experience, as part of their strategic transformation to rationalize their product portfolio. Assisted negotiations to get to Sign and Close, including identifying detailed services and associated costing. Completed launch of separation management office, functional separation plans, and TSA governance implementation.
●Led the Separation Management Office for a carve-out of a digital media vertical from an approximate $2B digital media organization, with the objective

Primarily led merger integration and divestiture initiatives for fortune 100 and middle market organizations.
●Led the re-launch of our Sales, Marketing, and Customer Service practice within the M&A practice, including developing a core team, marketing plan, and business development initiatives around new and existing opportunities.
●Led the overall pursuit of a deal for a technology service provider valued at $26B overall, which included proposing on many of the workstreams supporting the integration, resulting in estimated $15M in forecasted engagement revenue for the client. Currently lead director for finance integration areas PwC has been engaged to support.
●Directed development of new brand and related assets for a private equity firm integrating two portfolio companies. Headed the executive leadership steering committee, and external agencies in ensuring they met a highly aggressive timeline to launch the new brand and exit TSAs.
●Drove the integration program on behalf of

Performed analysis associated with market planning, achievement of optimal operational efficiencies, and regulatory impact assessments. Chief of Staff - Operations – Technology Centers West Reported to General Manager; provided operational support for four technology centers with a $25 million budget. Manager - Internal Audit Responsible for analyzing diverse business processes for numerous business units within individual audits to determine efficiency and effectiveness improvement opportunities.

Planned and performed audit engagements on various public and private corporations with an emphasis on both life and property and casualty insurance clients.
●Prepared financial statements including footnotes, pro forma financial statements, risk assessments, and internal control reports.
●Gained insurance and investment services corporate tax preparation and filing experience through completion of the optional tax rotation during the 1998 summer.
●Performed managerial functions including team building, performance appraisal, skill development feedback, and mentoring.