Functional Skills
Project Management
Product Strategy
M&A Support
Market Research
Go-to-market Strategy
Agile Software Development
Business Analysis
Communications
Financial Modeling
Investor Relations
Software Development
Supply Chain Integration
Value Chain Analysis
Vendor Management
Software Skills
Tableau
Data visualization
Microsoft Office
Certifications
CSPOCertified Scrum Product Owner
PgMPProgram Management Professional
Sector Experience
Energy
Financial Services
Healthcare
Technology
Transportation & Logistics
Languages
English
Spanish
Case Study
Case Studies
Manufacturing Turnaround
Manufacturing
Financial Modeling
Notable Clients
Abbott Laboratories
NV Energy
Experience
Chiascere Group, INC
Finance
Founder/Principal
11/2017 - 5/2019
Boutique capital investment group focused on mid-late stage companies
• Deal Sourcing: Business development through my network and marketing outreach campaign
• Investor Relations: Outreach, response, and development of strategic partnerships
• Due Diligence: Business model validation, financial due diligence, and operational workflow analysis
• Market readiness preparation: Strategy alignment, team pitch preparation, and capitalization structure, PPM
• Deal Sourcing: Business development through my network and marketing outreach campaign
• Investor Relations: Outreach, response, and development of strategic partnerships
• Due Diligence: Business model validation, financial due diligence, and operational workflow analysis
• Market readiness preparation: Strategy alignment, team pitch preparation, and capitalization structure, PPM
Abbot Labs
Management Consulting
Organizational Change Management Lead
1/2016 - 7/2016
$26B Nutritional & Pharmaceutical Enterprise
Consulting Engagement: Organizational Change Management Lead on $385M Engagement
• Stakeholder management from end user, team leads, and senior management (CTO, EVP’s and VP’s)
• Designed and lead end user requirements workshops, change impact, and training
• Developed global communication plan for the project’s wave roll out plan
• Roll out of global change champion platform
Consulting Engagement: Organizational Change Management Lead on $385M Engagement
• Stakeholder management from end user, team leads, and senior management (CTO, EVP’s and VP’s)
• Designed and lead end user requirements workshops, change impact, and training
• Developed global communication plan for the project’s wave roll out plan
• Roll out of global change champion platform
US Cellular
Corporate Strategy & Development
Agent Channel Strategy Support Lead
8/2012 - 10/2013
$6B Wireless Service Provider
• Program managed initiatives that reduced churn by 26% and increased category revenues by 300%. Reported to Directors, RVP’s, and EVP regarding key multi-market agents representing $1B in annual revenues
• Channel strategy development, road map initiatives, and program managed execution of initiatives
• Developed training for field leadership and associates applying Six Sigma scorecards to manage progress
B3 Communications
Management Consulting
Founder/Principal
8/2008 - 10/2012
Management & IT Strategy Consulting
• Clientele includes wireless industry leader, manufacturing, technology startups, and NGO’s
• Engagement facilitator in brand transformation of leading power management manufacturer
• Ideation of next gen applications for leading wireless provider through innovative crowd sourcing platform.
• Developed solution delivery system and processes for global IT distributed workforce
• Clientele includes wireless industry leader, manufacturing, technology startups, and NGO’s
• Engagement facilitator in brand transformation of leading power management manufacturer
• Ideation of next gen applications for leading wireless provider through innovative crowd sourcing platform.
• Developed solution delivery system and processes for global IT distributed workforce
Novacon Communications
Information Technology
Co-Founder CEO
10/2004 - 6/2008
Regional provider of internet, data, and professional services
Co-Founder and President
• Managed direct reports, operations, and finance. Designed marketing campaigns and sales incentives program
• Repositioned company to provide professional services and data products increasing revenues by 25%
• Developed new employee onboarding, training, and retention program reducing churn to 18%
• Managed multiple work streams simultaneously for major operational migrations and customer projects
Co-Founder and President
• Managed direct reports, operations, and finance. Designed marketing campaigns and sales incentives program
• Repositioned company to provide professional services and data products increasing revenues by 25%
• Developed new employee onboarding, training, and retention program reducing churn to 18%
• Managed multiple work streams simultaneously for major operational migrations and customer projects