Functional Skills
Business Analysis
Business Operations
Business Development
Business Continuity
Business Process Outsourcing
Change Management / Org Design
Compliance and risk
Contract Pricing / Negotiation
Customer Experience
Customer Relationship Management
Customer Service
Data Analysis
Data Management
Vendor Management
People Operations
Software Skills
AWS
Microsoft Excel
Tableau
Sharepoint
Google Docs
Google Sheets
MacOS
Microsoft Office
Microsoft OneDrive
Microsoft PowerPoint
Microsoft Word
Outlook
Quickbooks
Netsuite
SAP SCM
Certifications
Six Sigma Green Belt
Sector Experience
Business Services
Real Estate
Retail
Social & Public Sector
Transportation & Logistics
Languages
English
Countries Worked In
USExperience
Global Vision Group (Division of KHI)
Other
Board Member
1/2015 - Present
Advisory role as needed
• Provide ongoing board-level guidance on governance, financial oversight, and vendor accountability.
• Advise executive leadership on compliance strategy, risk mitigation, and long-term growth planning.
• Provide ongoing board-level guidance on governance, financial oversight, and vendor accountability.
• Advise executive leadership on compliance strategy, risk mitigation, and long-term growth planning.
Serenity Strategy Group (SSG)
Management Consulting
Founder & Principal Consultant
3/2025 - Present
Provide contract and interim consulting for organizations seeking operational clarity, compliance readiness, and scalable support structures.
• Deliver operational cleanup, documentation refinement, and workflow design that streamline back-office processes and reduce risk.
• Build HR and compliance frameworks (onboarding/offboarding, payroll coordination, benefits, policy documentation) to support multi-site and remote workforces.
• Create SOPs, checklists, and manager playbooks that bring structure and consistency to scaling teams.
• Support founders, executives, and internal teams with pragmatic problem-solving, improved vendor accountability, and cost-control strategies.
• Deliver operational cleanup, documentation refinement, and workflow design that streamline back-office processes and reduce risk.
• Build HR and compliance frameworks (onboarding/offboarding, payroll coordination, benefits, policy documentation) to support multi-site and remote workforces.
• Create SOPs, checklists, and manager playbooks that bring structure and consistency to scaling teams.
• Support founders, executives, and internal teams with pragmatic problem-solving, improved vendor accountability, and cost-control strategies.
Global Vision Group (Division of KHI)
Operations
Vice President, Ops & Compliance / Board Member
1/2015 - 3/2025
Concurrent with KHI leadership role
• Directed freight operations and compliance programs for a licensed freight forwarder and NVOCC within a multi-entity transportation model.
• Ensured audit readiness under CTPAT and TSA/IAC frameworks; served as TSA-designated Qualified Individual (QI).
• Built and maintained SOPs, security protocols, and cross-border procedures that reduced risk exposure and improved operational consistency.
• Oversaw international broker and carrier relationships to improve tracking, cost control, and customer-facing reporting.
• Directed freight operations and compliance programs for a licensed freight forwarder and NVOCC within a multi-entity transportation model.
• Ensured audit readiness under CTPAT and TSA/IAC frameworks; served as TSA-designated Qualified Individual (QI).
• Built and maintained SOPs, security protocols, and cross-border procedures that reduced risk exposure and improved operational consistency.
• Oversaw international broker and carrier relationships to improve tracking, cost control, and customer-facing reporting.
KHI (formerly Harvey Holdings, Inc.)
Operations
Vice President, Client Services & Strategy
11/2023 - 3/2025
• Directed enterprise-wide initiatives across operations, client services, and strategic growth strategy.
• Delivered a 12% freight cost reduction by implementing vendor performance frameworks, rate hygiene, and FAP consolidation.
• Built executive KPI dashboards that improved decision-making accuracy by using by 97%.
• Designed client service playbooks and onboarding programs that tied operational wins to financial impact.
• Partnered with Finance on forecasting, insurance program analysis, and board-level reporting to shape investment and operational strategy.
• Delivered a 12% freight cost reduction by implementing vendor performance frameworks, rate hygiene, and FAP consolidation.
• Built executive KPI dashboards that improved decision-making accuracy by using by 97%.
• Designed client service playbooks and onboarding programs that tied operational wins to financial impact.
• Partnered with Finance on forecasting, insurance program analysis, and board-level reporting to shape investment and operational strategy.
KHI (formerly Harvey Holdings, Inc.)
Operations
Vice President, Operations & Customer Experience
10/2008 - 11/2023
• Oversaw 4PL operations, fulfillment support models, and cross-functional launch playbooks across multiple business units.
• Reduced operating costs by 20% through SOP development, vendor optimization, and performance reviews.
• Led HR operations for a multi-site workforce, including payroll coordination, benefits administration, onboarding/offboarding, and compliance record keeping.
• Developed recruiting templates, manager playbooks, and orientation workflows that shortened ramp-up time and reduced service escalations.
• Directed regulatory programs for international freight forwarder and NVOCC, TSA/IAC compliance, and CTPAT certification.
• Partnered with legal counsel on employee relations, handbook updates, policy rollouts, and compliance training.
• Reduced operating costs by 20% through SOP development, vendor optimization, and performance reviews.
• Led HR operations for a multi-site workforce, including payroll coordination, benefits administration, onboarding/offboarding, and compliance record keeping.
• Developed recruiting templates, manager playbooks, and orientation workflows that shortened ramp-up time and reduced service escalations.
• Directed regulatory programs for international freight forwarder and NVOCC, TSA/IAC compliance, and CTPAT certification.
• Partnered with legal counsel on employee relations, handbook updates, policy rollouts, and compliance training.