Functional Skills

Budgeting
Strategic Planning
Business Development
Project Management
Customer Relationship Management
Marketing Operations
Business Continuity
Risk Management
Revenue Growth
Operations Management
Sales and Operations Planning (S&OP)
Growth Strategy
Product Design
Post-Merger Integration
Sales Operations

Software Skills

Microsoft PowerPoint
Microsoft Excel
Microsoft Word
Hubspot

Certifications

CSMCertified Scrum Master

Sector Experience

Business Services
Technology

Languages

English
Case Study
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Case Studies

operations
How Buffalo River Truss Achieved A 20% INCREASE IN LABOR EFFICIENCY & REDUCED 38% OF CUSTOMER ISSUES
Manufacturing Operations Management Strategic Planning Operational Transformation
corporateStrategyDevelopment
Switching from Utilization to Velocity increased Gross Margin from 41% to 59% in nine months
Technology Change Management / Org Design Strategic Planning Operations Management

Notable Clients

Alive Hospice
Mayo Clinic
Vanderbilt Health

Fortune 500

Experience

Work Corporate Strategy & Development
Fractional COO
9/2023 - Present
•Independent business consultant service, collaborating with companies at $10mm - $20mm annual revenue and 50 – 75 employees to refine and improve all aspects of the business.
• In the first six months with a manufacturing client: Improved labor efficiency by over 20%. Reduced customer-issued complaints by 38%. Doubled EBITA rate (15%) of industry peers (7%).
• Perform assessments, create roadmap, and build realistic strategies for all functions of the company to ensure alignment and a high likelihood of success.
• Create KPIs, establish datapoints to track, and teach the organization and its leaders to make data-based decisions.
• Achieve measurable and demonstratable results from all functions of the company on a quarterly basis using EOS.

SOUTHPAW BROTHERS PROPERTIES LLC Corporate Strategy & Development
Co-Founder
1/2023 - 12/2024
•Single family home renovation company, renovating homes in Nashville, TN.
Co-Founder (July 2023 – present)
• Oversaw all 'front office' portions of the business, including incorporation, accounting, marketing, IT, and other functions.
• Business failed and was wound down

Mobile Mentor Operations
Vice President of Professional Services
1/2022 - 6/2023
• Lead P&L comprising 40% of company revenue (~NZD $6.5mm). Initial quarter gross margin was 41%.
• By June 2023, Gross Margin (GM) raised to 59%, resulting in EBITDA of 23%.
• Transitioned unit from utilization model to velocity model (revenue / time) to better align to fixed-cost delivery.
• Manage a team of 25+ engineers, project managers, and others in three countries with 80+ concurrent projects.
● MBA

Mobile Mentor Product Management / Strategy
Vice President of Product and Innovation
1/2021 - 1/2022
• Accountable for all product development at Mobile Mentor. Developed products lead to 60% revenue growth in FY22, mostly in professional services.
• Revamped our managed service offering and currently overseeing roll out a new Professional Services Administration (PSA) tool, Datto Autotask. The new service line sold over $200k in TLV in the first three months with over $1mm in pipeline.
• Executive sponsor and project owner for our CRM migration (Dynamics -> HubSpot). Successfully migrated nine years of CRM history. Revamped operations for sales and marketing. Eliminated all double entry in the sales process and created a robust reporting framework for all data-centric decisions in sales.
• Work with and manage stakeholders across the business to keep Mobile Mentor aligned and focused on its three-year roadmap.

Mobile Mentor Information Technology
Solutions Architect
1/2019 - 1/2021
• Serves as Product Owner and Manager for all Microsoft 365 service products, standardized product development. New products led to $1 million in revenue during the first twelve months in the market.
• Assisted with pre-sales in US market, resulting in $500,000 of additional revenue in 2019 & 2020.
• Managed apps division in the U.S. with a team consisting of five direct reports and two interns. Led all project management activities, weekly reports, daily stand-ups, and other Scrum related activities.
• Developed policies and practices resulting in work-from-home and other employee-favored policies.

Mobile Mentor Marketing
Interim Marketing Director
1/2020 - 1/2021
• Led revamp of website resulting in 500% increase in traffic growth.
• Drove marketing operations to consolidate tool sets and increase automation and integration into CRM.
• Increased content production by 300% and SEO improvement in key search terms to top 25 globally.

AIG Information Technology
Sr QA Automation Engineer
1/2009 - 1/2015
• Developed AIG Mobile Quote, the first mobile web sales platform for AIG's Life Insurance division, allowing agents to quote insurance from any location for the first time.
• Mentored and trained junior team members on various testing processes, leading to a 70% gain in efficiency.
• Improved time spent on defect tracking and reporting by 75% through automated test plans.

AIG Information Technology
IT Support
8/2008 - 1/2009
• Created automation software and trained eight staff members on use through documentation and workshops. Resulted in an 80% improvement in defect detection time.
• Recognized an opportunity to improve testing efficiency of actuarial department and initiated cross functional conversation. Solution resulted in an 85% testing improvement for that department.
• Identified gaps in skill sets of offshore employees from the Philippines. Developed training matrix and implemented training program, resulting in a 70% improvement in productivity.
• Led testing effort on cross-functional team that succeeded in reducing time for customers to obtain their current life insurance policy projections from two weeks via mail to instantly via electronic system.