Functional Skills
Business Planning
Financial Due Diligence
Customer Experience
Operational Efficiency
Sales and Operations Planning (S&OP)
Operational Transformation
Software Skills
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Certifications
Six Sigma Black Belt
Sector Experience
Business Services
Financial Services
Healthcare
Retail
Technology
Experience
Invantage Group LLC
Management Consulting
Managing Principal
10/2011 - Present
Lead a boutique strategy consulting and advisory firm with an experienced team of business planning and development professionals. We help leaders capitalize on opportunities and improve performance by optimizing plans, aligning resources, assessing investment opportunities, improving innovation commercialization, and defining customer-engagement strategies.
PCCW Teleservices
Corporate Strategy & Development
Senior Vice President
7/2009 - 10/2011
Led marketing, integration, and growth initiatives involving cross-functional teams for a global business process outsourcing company. Primary leadership focus on business development (marketing, sales, & client relationships), new strategic concepts, acquisition initiatives, and ensuring governance quality.
Influent
Corporate Strategy & Development
Senior Vice President
1/2002 - 6/2009
Member of an executive leadership team which grew a business process outsourcing firm into an industry player with operations across the US, Central America, and Asia. Led marketing, business development, and strategic initiatives for a fast growing BPO focused on developing a suite of proprietary sales, service, and support solutions to help clients optimize marketing initiatives and customer lifetime value. Grew company to achieve a successful exit transaction (acquired by PCCW in 2009).