Sector Experience

Aerospace & Defense
Business Services
Energy
Financial Services
Technology

Languages

English
Big 4 Accounting
Fortune 500
Top Consulting Firms

Experience

Self Employed Management Consulting
Owner
1/2018 - Present
Provide consulting services to clients evaluating and implementing systems
• Mentor clients in leading practices in systems analysis, project management, change management, and training
• Lead workshops in collaboration, sharing leading practices, bringing together groups who may not naturally
interact, ensure all stakeholder requirements are captured, also involve them in design, test, and trainiing phases.

Deloitte Management Consulting
Manager
7/2015 - 10/2017
• Sold and delivered learning related projects from $50,000-$1.5 million dollars in size
• Sold additional consulting work and add-on projects resulting from my ability to lead and complete projects
• Won and successfully implemented projects from competing firms who could not execute work as promised
• Mentored new hires to the firm and new project staff on leading practices in consulting and project expectations
• Collaborated with other groups on learning projects, demonstrations, sales

PricewaterhouseCoopers (PwC) Management Consulting
Senior Consultant
7/2011 - 6/2015
• Consistently performed above job level in project leadership and execution
• Led learning related projects from $20,000-$1 million dollars in size, from sales cycle and pre-sales demonstrations through implementation to post-production support activities and hand-off to clients
• Projects included: system analysis, vendor selection, system implementation, change management, and training
• Designed and delivered end-user and administrator training on HRIS and learning management systems

NOVON Consulting Management Consulting
Senior Consultant
4/2009 - 7/2011
• Led banking clients in brokerage system merger, change management, testing, training, and production support
• Designed business process and SharePoint site for custom production support ticketing, tracking, and reporting
• Designed and delivered end-user training on Microsoft Office, SharePoint, and back-end brokerage systems

GNC Consulting Management Consulting
Senior Consultant
7/2007 - 12/2008
• Led for PeopleSoft Enterprise Learning Management 8.8 and 9.0 implementation projects
• Led global client workshops in business process design, fit-gap analysis, developed and delivered training to end-users and learning administrators
• Designed Specifications Documents for customizations of on-premise learning management systems
• Presented at Oracle User Groups on implementation leading practices

Ameriprise Financial Finance
Senior BSA
8/2000 - 7/2007
• Achieved multiple promotions during my tenure. Started in customer service, ultimately became a Senior Business Systems Analyst and internal consultant in Advisor Learning Services and later Corporate Learning Services.
• Resulting from Ameriprise spin-off from American Express, was a lead on a project to replace Lotus Notes custom Learning Management database with PeopleSoft Enterprise Learning Management system, rolled out to 25,000 financial advisors and support staff.