INNOVATOR.
CATALYST.
STRATEGIST.
INTRODUCTION
I am a creative problem solver with a track record of driving organizational transformation across diverse industries. My expertise lies in identifying critical gaps, developing tailored solutions, and mobilizing teams to execute complex initiatives. Whether through board positions, executive roles leading a company, or advising other companies, I'm passionate about helping organizations navigate growth and restructuring challenges.
Key Differentiators
Proven ability to build consensus and trust in high-stakes environments
Experience spanning management consulting, entrepreneurship, and strategic leadership in for profit and non-profit organizations
Adaptable approach across multiple industries and organizational contexts
INDUSTRY EXPERTISE
My experience is business focused and industry agnostic, spread across numerous industries, including:
Banking
Financial Services
Insurance
Oil & Gas
Agriculture
Consumer Goods
Construction
Government
Professional Services
Industrial
Retail
Manufacturing
SELECT SKILLS
I drive transformation through structured strategy, collaboration, and execution. Select skills below:
Strategic Solution Design
Change Management
Executive Consensus Building
Financial Modeling
Project Administration
Deal Negotiation
Process Optimization
HIGHLIGHTS
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Director | Carrollton, Texas June 2024 – Present
Established boutique management consultancy
Specialized services:
Organizational optimization
Strategic roadmap development
M&A negotiations
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Co-Founder, President, & Chief Operating Officer | Carrollton, Texas August 2021 – June 2024
Co-founded innovative technology company addressing economic and health challenges related to mold and mycotoxins
Led comprehensive business functions:
Team building
Go-to-market strategy
Fundraising
Product development
Regulatory compliance
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Senior Manager, IFRS 17 Transformation | Plano, Texas June 2019 – August 2021Led enterprise-wide regulatory compliance initiative for complex international accounting standard (IFRS 17)
Developed comprehensive target operating model across multiple departments
Translated intricate regulatory requirements into actionable organizational strategies
Demonstrated expertise in cross-functional stakeholder management and regulatory compliance
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Manager, Financial Services Advisory | Dallas, Texas September 2007 – June 2019Diverse roles spanning Internal Audit, Consulting Services, and Strategic Initiatives
Demonstrated ability to quickly adapt and excel in multiple organizational contexts
Pioneered new service offerings and competency development
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Mobro and community organizer | Global Initiative (2010 - Present)Championed men's health initiatives across multiple organizations, building engaged teams and personally raising $25K+ over 15 years
Demonstrated personal commitment through completing two marathons to support fundraising goals
Established corporate participation programs that increased awareness and financial support for critical health issues
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Board member and volunteer | Dallas, Texas (2018 - 2024)Progressed through leadership roles including Vice President, Director, and Treasurer
Provided strategic financial oversight for $10M+ annual operating budget
Led organization's flagship annual convention, the primary revenue-generating event
Spearheaded multiple committees and special initiatives, developing governance processes and volunteer engagement strategies
PASSION & INTERESTS
Outside of work, I enjoy volunteering for non-profit work, hunting, reading, writing, cooking, travel, gardening, hot sauce making, learning and teaching, and whatever my kids are into currently. I now know more than I thought possible about Paw Patrol.
PERSONAL VALUES