Functional Skills

Business Unit Strategy
Business Planning
Financial Due Diligence
IT Transformation
Program Management

Software Skills

Salesforce
SAP
Oracle Financials Cloud
Sage Intacct
Microsoft Office
Microsoft Visio
Google Cloud Platform

Sector Experience

Healthcare
Financial Services
Technology
Transportation & Logistics
Real Estate
5
hours

Avg Response Time

3
jobs

Jobs Completed

614
hours

Total Hours Logged

26
years

Years of Experience


Big 4 Accounting
Fortune 500
Top Consulting Firms

Experience

 
Gold Branch Performance Management Consulting
Managing Partner
09/2019 - Present
Independent consulting practice committed to strategic planning, operational excellence and digital transformation

Deloitte Management Consulting
Manager
03/2017 - 08/2019
Lead consulting engagements for multi-billion dollar client companies, focused on enterprise transformation and global business services

KJM Consulting Management Consulting
Managing Director
09/2014 - 03/2017
Independent consulting practice

TriPlus Services, Inc, Corporate Strategy & Development
VP, Strategy and Process
09/2012 - 08/2014
Private equity owned company engaged in third party administrative services for long-term care insurance

Generation Mortgage Company Corporate Strategy & Development
Senior VP, Strategy and Process Improvement
09/2009 - 08/2012
Private equity owned business engaged in marketing, underwriting, servicing and securitizing of reverse mortgages

Nortel Networks Corp. Operations
Director, Strategy and Business Planning, Global Business Services
01/2008 - 07/2009
Global shared services division of a multi-billion dollar global technology and telecommunications equipment company

Atlanticus Holdings Corporate Strategy & Development
Corporate Development Manager
03/2004 - 01/2008
Public multi-line consumer finance businesses, emphasizing below prime lending

NRG Energy Corporate Strategy & Development
Corporate Finance Associate
04/2001 - 03/2004
Corporate finance transactions, banking, fixed income and rating agency relations

SunTrust Robinson Humphrey Finance
Equity Research Associate
10/1999 - 03/2001
Equity research for industrial growth companies

PricewaterhouseCoopers (PwC) Corporate Strategy & Development
Corporate Finance Associate
02/1998 - 10/1999
Sell side and buy side mergers and acquisitions, capital raising, and strategic alternatives