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Work Background
Covenant AdvisorsFounder & Managing Partner
Jan. 2025Boston, Massachusetts, United StatesCOVENANT ADVISORS: Transforming Organizations Through Leadership and Excellence Covenant Advisors is a trusted partner in driving organizational transformation and excellence. We specialize in tailored, hands-on solutions for technology integration, systems optimization, process optimization, M&A integration support, executive coaching, and leadership development. With decades of executive experience across non-profit and for-profit sectors, we align leaders, teams, and frontline employees around a shared vision, fostering trust, collaboration, and high performance to achieve measurable impact through sustainable growth, operational efficiency, and leadership excellence across diverse industries. Our services are tailored to meet the unique challenges and opportunities organizations face, offering: STRATEGIC LEADERSHIP DEVELOPMENT: Empowering leaders to inspire, innovate, and drive meaningful results. EXECUTIVE COACHING: Guiding executives to lead with clarity, authenticity, and impact. FRACTIONAL EXECUTIVE SERVICES: Providing experienced CEO, COO, and CRO leadership to navigate critical moments such as turnarounds, stabilization, and revitalization, reshaping culture, driving efficiency, and achieving sustainable growth. SYSTEMS & PROCESS OPTIMIZATION: Streamlining operations to maximize efficiency and scalability. M&A INTEGRATION SUPPORT: Ensuring seamless transitions that deliver measurable organizational synergies. We leverage proven methodologies, innovative strategies, and hands-on approaches to address the most pressing organizational challenges. From driving cultural transformation to defining paths for profitability and sustainability, we deliver solutions that leave a lasting impact. Our commitment to excellence and service guides every engagement, empowering leaders and organizations to thrive in an ever-changing world. Visit us at: www.covenantadvisors.org
CrispExecutive Coach
Jul. 2023 - Dec. 2023Atlanta, Georgia, United StatesADVANCED LAW FIRM LEADERSHIP: Advised and coached personal injury law firms on team development, execution, marketing, operations, and implementing EOS methodologies to enhance operational efficiency. ACCELERATED OPERATIONAL EXCELLENCE: Guided law firms in streamlining processes, improving communication, and fostering a culture of accountability, leading to measurable improvements in performance.
Bobby Dodd InstituteChief Operating Officer
Jan. 2019 - Jul. 2023Atlanta, Georgia, United StatesAn integrated disability and workforce development organization empowering and employing people with disabilities. ORGANIZATIONAL LEADERSHIP: Managed daily operations across all functions, including Finance, HR, IT, Business Development, and Programmatic Services. STRATEGIC LEADERSHIP AND VISION: Led the development and execution of a five-year strategic plan at Bobby Dodd Institute, forming cross-functional teams and aligning initiatives with operational goals. This resulted in a 55% income increase from $13.7M to $21M and directed the $18M Georgia Community Trust, improving year-end processing by 30%. FINANCIAL MANAGEMENT AND OPTIMIZATION: Reengineered financial processes, driving multimillion-dollar cost reductions and boosting efficiency by 150%, enhancing financial sustainability and reinvestment opportunities. OPERATIONAL EXCELLENCE AND CONTINUOUS IMPROVEMENT: Reengineered processes across 55 locations, embedding EOS, value-stream mapping, and 4DX methodologies, which streamlined operations, reduced costs, and elevated performance. IMPLEMENTED QUALITY MANAGEMENT FRAMEWORKS: Utilized value-stream mapping, 4DX, and EOS to improve operational efficiency by 150%, aligning departments with the company’s strategic goals and ensuring disciplined execution. MERGERS AND ORGANIZATIONAL OPTIMIZATION: Led the integration of a 100-person, multimillion-dollar company into Bobby Dodd Institute, driving 35% growth in operational efficiency. STRATEGIC PLANNING: Directed the organization's five-year strategic plan (FY23 – FY27) with cross-functional teams and Board of Directors collaboration. ENHANCED SERVICE DELIVERY EFFICIENCY: Developed an integrated-care model that combined behavioral health, workforce development, and education services, optimizing resources and improving care for 3,300+ individuals and families.
Bobby Dodd InstituteVice President, Strategy & Operational Excellence
Jan. 2017 - Dec. 2019Greater Atlanta AreaCULTIVATED HIGH-PERFORMING TEAMS: Structured a high-performing team culture, focusing on talent development and operational excellence, achieved a 150% increase in process efficiency through continuous improvement initiatives and team collaboration. IMPLEMENTED DATA-DRIVEN STRATEGIES: Created and integrated data analytics frameworks that provided actionable insights, enhanced decision-making capabilities, and aligned strategic initiatives with data-backed evidence. OPTIMIZED RESOURCE ALLOCATION: Conceived a resource allocation strategy that maximized efficiency and reduced operational waste BY 20%, driving cost savings and improving the organization’s ability to invest in strategic growth areas. DROVE STRATEGIC ALIGNMENT: Reengineered organizational processes to align with long-term strategic goals, improving streamlined operations and overall organizational performance. BUILT HIGH-PERFORMING, COLLABORATIVE TEAMS: Structured and led cross-departmental teams focused on strategic projects, which fostered collaboration and innovation, resulting in the successful execution of critical organizational initiatives. IMPLEMENTED ADVANCED SAAS TECHNOLOGY SOLUTIONS: Spearheaded a digital transformation, integrating advanced SaaS technology solutions, optimizing business processes, improving service delivery, boosting departmental efficiency across the organization, and enabling a work-from-home hybrid environment. AUTOMATED PROCESS EFFICIENCY: Achieved a 25% reduction in labor costs by automating core business functions, boosting productivity in program delivery.
AUTISM SOCIETY OF GEORGIAChief Executive Officer
Jan. 2014 - Dec. 2019Atlanta, GeorgiaA nonprofit with the mission to improve the lives of individuals with autism spectrum disorder and their families through advocacy, education, and community partnerships. Hired by the Board of Directors to stabilize and position the organization for sustainable growth. ORGANIZATIONAL RESTRUCTURE AND LEADERSHIP: Directed a comprehensive rebranding and operational strategy overhaul, including implementing new financial systems, enhancing web presence, and developing community outreach programs. REVITALIZED ORGANIZATIONAL STRATEGY: Revitalized the strategic direction at the Autism Society of Georgia by designing and implementing a comprehensive rebranding and strategic plan: enhanced community impact and increased donor engagement by aligning organizational goals with community needs. BOOSTED COMMUNITY ENGAGEMENT: Revitalized grassroots community outreach and volunteer programs with the support of business and community leaders, significantly increasing organizational visibility and support within local communities and expanding support and access to services for 2,000+ individuals and families. LED STATEWIDE ADVOCACY INITIATIVES: Structured and led advocacy campaigns that garnered widespread support for autism services, significantly raising the organization’s profile and securing critical legislative victories that expanded service offerings. REVAMPED ORGANIZATIONAL GOVERNANCE: Reengineered the governance framework to improve transparency and accountability and demonstrate our unwavering commitment to these principles, leading to more robust board engagement and more effective oversight of strategic initiatives. STRENGTHENED PUBLIC RELATIONS: Revitalized the public relations strategy by leveraging media partnerships, amplified the organization’s message, and increased public awareness, contributing to a more substantial community presence.
NTT Ltd. Collaboration & CXVice President of Strategic Accounts, North America
Jan. 2012 - Dec. 2014Greater Atlanta AreaA leading global provider of communications and software as a service solution, serving enterprise accounts worldwide. Reported to the CEO of North America. Hired to build and lead the global strategic accounts sales organization in North America, responsible for sales execution of NTT Cloud's SaaS solutions, building relationships, and driving revenue within the Fortune 500. GENERATED LARGE-SCALE GROWTH: Structured a strategic sales organization targeting Fortune 500 accounts, strengthening client retention and doubling engagement pipelines, resulting in a 22% ($18M) increase in revenue. EXPANDED MARKET REACH: Captured new regional territories with tailored go-to-market strategies, elevating brand presence and increasing revenue from corporate partnerships.
Newell RubbermaidGlobal Sales & Operations
Jan. 2009 - Dec. 2012Greater Atlanta AreaPioneering mobile unified communications technology for enterprises, including a telemedicine/telehealth platform, culminating in a successful acquisition by a Fortune 500 medical solutions provider. LAUNCHED INNOVATIVE UC & TELEHEALTH PLATFORM: Drove the development of enterprise-level mobile unified communications solutions and a cutting-edge telemedicine platform, tapping into key growth markets in healthcare. SCALING STARTUP TO ACQUISITION: Expanded operations and revenue and negotiated a successful exit and acquisition, reinforcing market credibility and enhancing distribution channels under a Fortune 500 medical solutions banner.
Cypress CommunicationsChief Revenue Officer (CRO)
Jan. 2007 - Dec. 2009Greater Atlanta AreaA private-equity-owned communications provider and pioneer in Unified Communications as a Service (UCaaS). Reported to the CEO. Hired to turn around, lead, and manage Cypress’ national sales organization. REDESIGNED AND IMPLEMENTED A COMPREHENSIVE SALES PROCESS: Developed and implemented a comprehensive sales process and methodology to drive consistent sales execution, resulting in an 18% increase in revenue and $100M in new contracted revenue. ESTABLISHED A NEW SALES LEADERSHIP SYSTEM: Created a new sales leadership system leveraging sales management best practices, tools, and metrics. ENHANCED SALES PIPELINE MANAGEMENT: Significantly improved pipeline quality, growth, visibility, and the predictability of sales results, resulting in $100M in new contracted revenue. ORGANIZATIONAL RESTRUCTURING AND ALIGNMENT: Restructured the sales organization to align selling skills, methodology, and product suite with the target market. TRANSITIONED TO SOLUTIONS-BASED SELLING: Transformed the sales organization from transaction-based to solutions-based selling focused on demand creation. ALIGNED SALES STRATEGY FOR SUCCESSFUL ACQUISITION: Aligned sales strategy with private equity exit objectives, culminating in the company's successful acquisition.
Advocate NetworksVice President and General Manager
Jan. 2003 - Dec. 2007Greater Atlanta AreaA regional consulting and professional services provider, assisting clients with technology transformations and operational optimizations. ORGANIZATIONAL LEADERSHIP: Directed day-to-day operations and management for a leading regional Telecom Business Management, IT Consultancy, and Business Process Outsourcing (BPO) company, including business development, customer service, and support, marketing, strategic planning, budgeting, and full P&L accountability. BUSINESS MODEL TRANSFORMATION: Transformed business model from product to services-based, increasing first-year income by 121%. CLIENT SUCCESS: Introduced communications management strategies, saving clients 30–40%.
AT&TVice President / General Manager
Jan. 1999 - Dec. 2003Greater Atlanta AreaFINANCIAL MANAGEMENT AND P&L OVERSIGHT: Managed P&L of the $550M division, revitalizing the organization and restoring it to profitability by implementing client-centric, solution-oriented sales processes and quality management methodologies. GLOBALLY RECOGNIZED FOR LEADERSHIP EXCELLENCE: Established ambitious goals and instilled accountability, leading to growth and recognition as the top-performing global VP EXCEEDED REVENUE TARGETS: Achieved 115% of revenue objectives in 2002. PERFORMANCE MANAGEMENT AND EMPLOYEE TURNOVER REDUCTION: Established performance management standards and employee development initiatives that slashed turnover by over 50%. CLIENT-FOCUSED ENGAGEMENT: Reestablished client-centric, solution-oriented sales processes and strategies. SALES PRODUCTIVITY: Increased sales productivity by 233% over two and a half years. CONSISTENT ACHIEVEMENT OF OPERATIONAL GOALS: Exceeded operating budget, receivables, and employee attrition targets year-over-year. LEADERSHIP AND DEVELOPMENT AWARD RECOGNITION: Received Leadership and Learning Award for new hire and development program in 2000.
AT&T WirelessRegional Sales Director
Jan. 1996 - Dec. 1999Greater Atlanta AreaPromoted to lead a 100-member B2B sales organization selling wireless services in the Southeast Region. SALES EXCELLENCE RECOGNITION: Achieved #1 sales organization nationally, attaining 196% of sales objectives. GLOBAL SALES EXCELLENCE RECOGNITION: Recognized with Council of Leaders Achievement in 1998 for the top 2% of business sales organizations globally. LEADERSHIP AND PERFORMANCE RECOGNITION: Recognized for leadership, role model performance, and 100% attainment of objectives in 1997.
McCaw Cellular Communications IncCorporate Sales Manager and National Account Manager
Jan. 1991 - Dec. 1996Jacksonville, Florida, United StatesNational Account Manager (1993–1996) / Sales Manager (1991–1993) Promoted to National Account Manager to grow business relationships with UPS, Delta Air Lines, and The Coca-Cola Company. SALES EXCELLENCE: Exceeded all sales objectives annually—increased client revenue portfolio from $1M to $15M within five years.
Versyss IncTerritory Manager
Jan. 1986 - Dec. 1991Greater Boston AreaLaunched the local government and municipal vertical market in the New England territory. Sold VERSYSS' proprietary computer hardware and software solutions specific to the management of towns and cities in New England. Software included accounting/financial management, property management/assessment, tax, utility and voting applications.
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