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Work Background
Self-employedStrategic Advisor / Project Management Consultant
Mar. 2023
Dividend FinanceVP Operations Strategy & Support
Jan. 2021 - Jul. 2022San Diego, California, United States
Dividend FinanceSr Director Business Process Optimization
Jan. 2020 - Jan. 2021San Diego, California
JKD Strategic SolutionsFounder / Management Consultant
Jan. 2016 - Dec. 2019San Diego, CASpecializing in process improvement and project management for small and medium sized companies, so you can focus on what you do best - running your business. Looking to launch a new product, program, or strategic initiative? Trying to streamline your business processes? Want to identify operational efficiencies and cost savings? But you just don't have the resources or bandwidth? Hire JKD Strategic Solutions today!
Dudley Inc.Stay at Home Mom
Jan. 2009 - Dec. 2015Greater San Diego AreaStay at Home Mom since October 2008 when HSBC exited the Auto Finance business and dissolved my group. I was pregnant at the time and decided to stay home with my children until they were of school age. Jobs / skills: activities and events planner, chef, nurse, psychologist, mediator, chaperone, time management, conflict resolution, chief negotiator, chauffeur, housekeeper, disciplinarian, teacher, accountant, nutritionist, sleep training expert and much, much more!
HSBCVice President, Project Implementation
Jan. 2007 - Dec. 2008Greater San Diego AreaSelected by senior management to lead a team of four project managers and all dealer channel projects. Created a new project implementation process significantly reducing re-work, launch delays, and defects
HSBCVice President, Performance Engineering
Jan. 2006 - Dec. 2007Greater San Diego AreaManaged team of financial analysts responsible for $36 million operating budget and incentive plans for the 250 person credit and funding team. Management oversight for project manager covering major change initiatives, process improvements, and large technology implementations.
HSBCAssociate Vice President, Strategic Initiatives
Jan. 2005 - Dec. 2006Greater San Diego AreaNegotiating for Profitable Growth Flagship Strategic Initiative: Led a 39 person cross-functional and cross-divisional team to create a buyer desktop profitability tool which resulted in a 13% lift in dealer satisfaction and 9% lift in buyer performance.
NAVTEQManager - Finance/Business Development
Jan. 2003 - Dec. 2005Greater Chicago AreaManaged $33M operating budget for Technology division. Worked on special projects for CEO and CFO. Created and chaired a spending prioritization and authorization committee (SPAC) for senior management.
Putnam InvestmentsSenior Associate
Jan. 1998 - Dec. 2001Greater Boston AreaDeveloped investment conclusions, communicated buy and sell recommendations to portfolio managers. Launched coverage of two mid-cap stocks, responsibility typically given only to post-MBA hires. Selected by head of research to train new hires on Putnam’s valuation methodology and proprietary model.
J.P. MorganAnalyst
Jan. 1996 - Dec. 1998Greater New York City AreaIdentified control weaknesses, developed and presented process improvement initiatives to dept. heads. Earned project manager role for Account Management Review one year ahead of traditional track.
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