20
years

Years of Experience

7/16

Member Since


Experience

 
Clarity Management Consulting Services Management Consulting
Managing Director
03/2015 - Present
Management consulting services to start ups and established companies. Sample of client projects include: business and budget planning for various start-ups, nonprofit strategic planning, development of a sales partnership framework, location consolidation, and creation of an M&A playbook.

Mercer Inc Corporate Strategy & Development
CFO/COO, Global Employee Health & Benefits
03/2013 - 12/2014
Responsible for stategic planning, financial planning and analysis, decision support and improving business operations. Responsible for initiating and monitoring execution of profit improvement plans, oversight of global and regional technology initiatives, and served as interim business leader.

Marsh, Inc. Operations
East Zone Operations Leader, SVP
03/2012 - 03/2013
Managed a 50-person team responsible for the sales operations, marketing, and contract management functions for a $600M region. Led executive team in development of annual business and operating plans. Responsible for client retention activities, proactively identifying and resolving client service issues. Led implementation of enterprise technology deployments and operational change initiatives.

Marsh, Inc. Management Consulting
Business Solutions Engagement Manager, SVP
02/2008 - 03/2012
Implemented integrated operational change programs enterprise-wide – from conceptualization through benefits realization. Internal consultant who managed teams of internal and external resources to develop operational optimization and technology solutions.

Marsh, Inc. Other
Director of Finance, Global Products & Services, SVP
03/2004 - 02/2008
Managed a senior team of Financial Planning & Analysis professionals advising the National Insurance Practices (revenue of $1.2B) on the financial impact of strategic, tactical and operational matters.