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Work Background
Strategic Advisor
The Haystack GroupStrategic Advisor
Jan. 2022Kansas City, Missouri, United StatesI work with CEOs of small to mid-sized organizations in various industries such as healthcare, education, renewable energy, technology, and professional services. Some of my key accomplishments in this role are: • Collaborated with the CEO to prepare the operations department for the sale of the business, optimizing workflows, aligning processes with strategic goals, and supporting a seamless transition with a private equity firm. • Collaborated with the leadership team to introduce key performance metrics at the company level, driving greater accountability and ownership across teams, which led to a 20% improvement in operational outcomes and more consistent goal alignment. • Guided the CEO on the strategic roadmap for scaling a company utilizing AI to improve mental health outcomes. • Conducted an organizational assessment for a healthcare company's leadership team to identify gaps and challenges associated with the technology and growth strategy. • Collaborated with the leadership team of a renewal energy company to create and design a plan to increase revenues by expanding into new markets. • Partnered with the founder/entrepreneur to develop and implement a targeted go-to-market plan for a healthcare application catering to the autistic and aging populations.
Head of Operations, Member of Leadership Team
MenloHead of Operations, Member of Leadership Team
Jan. 2021 - Dec. 2022Kansas City, Missouri, United StatesAs the Head of Operations for Menlo, I oversaw all aspects of company-wide operational functions for the parent company of a technology-managed service provider to U.S. schools. Some of my key accomplishments in this role are: • Optimized and streamlined company-wide operational functions for a technology-managed service provider to U.S. schools. • Reduced turnaround time from 4 months to 45 days, implemented interdepartmental handoff processes, and managed an Entrepreneurial Operating System (EOS) for substantial growth.
COO, VP of Business Development and Member of Leadership Team
illumisoftCOO, VP of Business Development and Member of Leadership Team
Jan. 2018 - Dec. 2021Kansas City, Missouri, United StatesAt illumisoft, I headed daily operations for a professional services firm delivering software development to healthcare organizations. A sample of my accomplishments in this role include: • Headed daily operations for a professional services firm, augmenting profitability by 20-30% and securing new client opportunities valued at $500,000.00. • Empowered employees and evaluated performance through structural and process redesign.
Senior Operations Consultant
CapWest Home LoansSenior Operations Consultant
Jan. 2012 - Dec. 2018Overland Park, Kansas, United StatesIn this role, I directed business solutions and identified areas of improvement to meet customer needs for a financial technology company focused on optimizing national real estate transactions. Some of my achievements in this role include: • Directed business solutions and automated manual processes, reducing the operational process from 37 days to 28 days. • Led a cultural transformation initiative resulting in improved employee engagement and a 15% increase in overall productivity.
Management Consultant, Member of Leadership Team
Connect 5000Management Consultant, Member of Leadership Team
Jan. 2011 - Jun. 2012Kansas City, Missouri, United StatesAt Connect5000, I supported growth and improved business performance by piloting campaigns to secure C-Level appointments with technology companies and utilized my financial expertise to scale organizations. My core accomplishments at Connect5000 include: • Engineered over 50 campaigns, bringing in an average of 15-20 new appointments for the company to present its services to a CEO, CTO, or CFO. • Yielded several hundred thousand dollars in additional revenue for the company through a campaign that created 30 new opportunities for the client.

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