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Work Background
WealthAbilityDirector of Client Success
Mar. 2023 - Mar. 2024Tempe, Arizona, United States · HybridHired to build an analytical framework to evaluate, resolve, and prevent client issues. Work directly with a network of 60 CPA firms to train on high level client service processes and strategies. Implement an NPS tracking system to evaluate training efforts.
Troc GlobalDirector of Client Services
Jan. 2019 - Sep. 2022Hired to drive the start-up of a new division for the company that focused on third party specialized labor across the retail sector. Directly responsible for driving the development, implementation and refinement of divisional processes, policies and procedures to support the successful start-up of our division.
Jennifer Adams Brands, Inc.Vice President of Operations & Business Development
Jan. 2012 - Dec. 2019Scottsdale, AZProvided strategic leadership of manufacturing and distributions operations, including overseeing strategic sourcing, logistics, forecasting and budgeting functions. Directed operations using outsourced model, partnering with vendors to coordinate manufacturing, local 3PL and staffing activities to ensure alignment with corporate objectives. Held complete P&L oversight for $16M annual revenue business. Built, developed and led a team of up to 10 employees, providing ongoing coaching, mentoring and training to ensure optimal performance and productivity. Directed the start-up of 8 sales channels across 5 countries, leading the development of processes and creation of operational strategy to support overall operations. Drove significant, rapid revenue and business growth, increasing revenue from start-up to $16M in 12 months. Deployed NetSuite Cloud ERP System to actively track analytics and inventory metrics, reducing spnd from $5M to $2M with no impact of productivity and performance. Developed and implemented Go-To-Market strategy and product lifecycle management programs to drive consumer goods from sourcing to market launch. Negotiated multi-year, multi-million dollar supplier contracts with local and global vendors; developed partnerships with factories in China to ensure GMP and CoC compliance through internal auditing. Sourced and secured global distribution partnerships with key retail organizations, including Costco, Walmart, Nordstrom, HEB, HJ’s and Amazon.
ITP CompaniesChief Operations Officer
Jan. 2009 - Dec. 2012Charged with overseeing all manufacturing and sales operations for 5 venture capitals with 8 divisions. Managed $20M P&L, established operational goals and created short- and long-term strategies for achieving profit and productivity expectations. Built, developed and managed staff of 100 employees. Hired to transform the business, which was operating at a $400K loss; introduced new processes and revamped operational structure, resulting in $800K profit results within 12 months. Established a culture of performance and accountability by introducing enhanced training and team coaching. Championed the implementation of Lean methodologies, which improved flow production from PO to cash, resulting in 400% increase in throughput despite 20% labor reduction. Led the implementation of cellular manufacturing techniques, which drove quality improvements while simultaneously reducing waste. Restructured purchasing and demand planning processes to control costs, driving high six-figure cash flow growth. Oversaw the closure of 4 underperforming locations; consolidated assets and restructured workforce to maintain productivity and profit margins. Orchestrated the start-up of new outlet retail locations to reduce excess inventory and drive bottom-line growth.
Printing Resource, IncSenior Director of Operations, Sales Manager
Jan. 1997 - Dec. 2009Supported the start-up and ongoing leadership of the organization and quickly positioned it as the fastest growing graphic arts company in the state of Utah. Held full P&L responsibility, as well as oversight of construction management, capital investments, pricing and business operations. Built and directed staff of 80 line-level and leadership employees. Implemented Six Sigma methodologies and enhanced processes to reduce variation in high-end color printing process, which resulted in enterprise contracts from DreamWorks Pictures and University Studios. Designed and implemented pricing strategy and structure that catapulted sales results 400% over 24 months. Developed, implemented and managed effective safety program and enforced across all functions, achieving only 1 lost-time accident over 12 years.
RR DonnelleyManufacturing Manager
Jan. 1987 - Dec. 1997Directed manufacturing operations for this global integrated multi-channel communication company, including leading a team of 500 employees. Oversaw integration of 5 large-scale acquisitions; created employee development plan for 1,200 employees in Western Region; and contributed to the writing of company-wide TQM manual.
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