Functional Skills

Business Unit Strategy
Change Management / Org Design
Post-Merger Integration
Business Planning
Compliance and risk

Software Skills

Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Office
Microsoft Visio
Machine Learning
Artificial Intelligence
Neural network
Tableau
Hadoop

Certifications

PMPProject Management Professional
Six Sigma Green Belt

Sector Experience

Financial Services
Business Services
Social & Public Sector
Technology
Real Estate
21
years

Years of Experience

5/21

Member Since


Bulge Bracket Investment Banks
Fortune 500

Experience

 
RNR Consulting, LLC. Product Management / Strategy
Managing Partner
10/2016 - Present
Management Consulting (Business Development, Strategy, Finance, Operations)
● Commercial real estate consulting services $3MM in total assets acquisition.
● Business development across South Eastern US totaling $2MM in gross revenue 2019.
● CMXR -Interim COO 2019 through April 2020) – Capital fund raising, product development, go to market strategy

celerity Management Consulting
Engagement Director
08/2014 - 10/2016
Director Strategic Accounts – Fannie Mae.
● Directed twenty consultants on client site engagements, recruited and staffed client projects, and ongoing business development.
● Led strategic assessment of internal Real Estate Owned (REO) technology platform, removing business process conflicts and defining future investment opportunities.


Bank of America Corporate Strategy & Development
Treasury Risk Management and Business Performance Lead
08/2011 - 08/2014
Global Credit Risk Management $500B intra-day credit globally.
● Macroeconomic and systemic risks (e.g. Potential Greek Default, Fiscal Cliff, downgrade US Sovereign Debt) asses and recommendations to enterprise leadership and external regulators (i.e. OCC, Federal Reserve).
● ACH, Vault Services, Wire, ATM Imaging, Check Imaging, Float Operations, Credit Limits, and Resolution Services: Transformation Initiatives from Strategic Planning to Integration from 2001-2014.

RNR Consulting Management Consulting
Managing Partnewr
08/2008 - 08/2010
Technology Development, Project / Program Management.
● Business case and model creation and justification. Mobile technology due-diligence and requirements definition.
● Led development of beta version for multi-platform smartphone application.

Buffington Capital Holdings Management Consulting
Asset Manager
05/2007 - 10/2008
Real Estate Asset Management.
● Coordinated recapitalization of a $32MM real estate portfolio.
● Designed / Implemented underwriting and valuation process for $200MM in assets.

Bank of America Management Consulting
Change Consultant
08/2001 - 05/2006
VP, Change Consultant (2004 - 2006) - AVP, Senior Change Analyst (2003 - 2004) - Officer, Change Analyst (2001 - 2003).
● Managed the people, process and system transformation, $50MM project, reorganized staff of 150, aligned conflicting retail banking business and leadership team’s strategic vision.