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Work Background
Strategic Execution
Eight44, LLCStrategic Execution
Jan. 2020Winnetka, ILAssisting clients with strategic execution -- the implementation of complex business transitions. Currently focused on assisting clients with Business Transformation efforts.
Management Consultant
Point BManagement Consultant
Oct. 2012 - Jan. 2020Greater Chicago AreaStrategic execution, complex Program Management, Leading development and launch of new corporate enterprises, Performance Improvement for Financial Services companies (BPM and RPA). - Implementation leader for financial services client moving from Peoplesoft to Workday - Program lead for international restructuring of services company - Program Management facilitating client divestiture of $5B business process outsourcing company - Interim COO for launch of independent cell phone leasing company (over $2B in leases under management) - Product Manager for client launch of cell phone accessory finance business - Product Manager for client launch of an individual insurance exchange - Experienced process improvement consultant with RPA certification (UIPath)
Co-founder
HSA ResourcesCo-founder
Jan. 2004 - Jul. 2016COO. Responsible for Operations and business development. Developed internal reporting systems, web site and other performance tracking tools. Also, led business development efforts including agent recruitment, negotiating GA contracts and developing relationships with other referral sources. Sold business in 2016.
Consultant
The LabConsultant
Jan. 2011 - Nov. 2012United States, CanadaImplemented non-technical performance improvements to help clients achieve multi-million dollar savings objectives. Specific focus on process improvement initiatives for finance departments and elimination of nva activities in call centers (improved call handle time, increased first call resolution, etc.)
COO
C.C.M.COO
Jan. 2008 - Jan. 2008COO of Hedge Fund/RIA office. Implemented process improvements, streamlined financial reporting/tracking and developed customer communications.
Sr Manager
Ernst & Young LLPSr Manager
Jan. 1994 - Jan. 2001Process Improvement (BPM) projects, venture investing and oversight of new venture portfolio
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