Functional Skills
Change Management / Org Design
Collateral Development
Communications
HR Transformation
Internal Communications
Operating Model Design
Operational Transformation
PMO Transformation
Process Design / Re-engineering
Program Management
Project Management
Training and Coaching
Learning & Development
Organizational Culture
Software Skills
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Visio
Microsoft Word
Zoom
SurveyMonkey
Certifications
CCMPCertified Change Management Professional
PMPProject Management Professional
PCCPProsci Certified Change Practitioner
Sector Experience
Financial Services
Life Sciences & Pharma
Retail
Languages
English
Case Study
Case Studies



Designed & Deployed an Enterprise Culture Platform of Expected Risk Behaviors (BankUnited)
Financial Services
Change Management / Org Design
Communications
Operational Risk Management
Notable Clients
Gap
Nestle
Pfizer
Visa
Wells Fargo
Big 4 Accounting
Top Consulting Firms
Experience
Aspiri Consulting, Inc.
Management Consulting
Change Mgmt & Business Transformation Consultant | Solopreneur
11/2002 - Present
Consultant & Solopreneur who has led all aspects of building and running a boutique management consultancy for 20+ years. Our longevity is rooted in a fierce dedication to our clients' success in over 60 engagements. All made possible by:
+ Focus: Putting our clients first by prioritizing their needs and outcomes
+ Flexibility: Serving in multiple roles (e.g., solution architect, program manager, change manager), often concurrently, to ensure project needs are met and exceeded
+ Expertise: Continuously learning while building proven change acceleration toolkits grounded in experience and six industry leading transformation, project, and change management certifications.
+ Focus: Putting our clients first by prioritizing their needs and outcomes
+ Flexibility: Serving in multiple roles (e.g., solution architect, program manager, change manager), often concurrently, to ensure project needs are met and exceeded
+ Expertise: Continuously learning while building proven change acceleration toolkits grounded in experience and six industry leading transformation, project, and change management certifications.
PricewaterhouseCoopers (PwC)
Management Consulting
Manager / Principal Consultant
5/2000 - 10/2002
Planned and delivered various consulting engagements including business strategy, project diagnostics, operations process improvement, and insurance operations staff modeling.
Wachovia Bank (now Wells Fargo)
Corporate Strategy & Development
VP / Market Network Strategy & Optimization Leader
7/1995 - 5/2000
Led three groups, Market Network Strategy, Network Strategy Implementation and Network Staffing Optimization, responsible for a five-state network with 2,000+ points of presence. Topics included: market optimization and opportunity assessment, merger and acquisition targeting, in-store banking, branch openings, relocations, consolidations and divestitures, ATM valuation, demographic analysis and thematic mapping.
Liberty National Bank
Customer Service
AVP / Branch Manager
7/1989 - 6/1994
Directly responsible for the management, business development and community relations of a high growth financial center. Awarded highest distinction for providing consistent quality service to a diverse customer base.