Functional Skills
Business Analysis
Business Operations
Change Management / Org Design
Organizational Design
Process Design / Re-engineering
Process Improvements
Project Management
Customer Experience
Succession Planning
Marketing Automation
Strategic Planning
Digital Transformation
Customer Relationship Management
Budgeting
Accounting
Software Skills
Asana
Smartsheet
Microsoft Project
Microsoft Excel
PowerBI
Zapier
Airtable
Salesforce
Mailchimp
Trello
Canva
Tableau
Sharepoint
Zoom
Monday
Certifications
CLSSBBCertified Lean Six Sigma Black Belt
Sector Experience
Financial Services
Healthcare
Manufacturing
Technology
Notable Clients
Blue Cross Blue Shield of Arizona
Experience
SCALE THE CHAOS, LLC
Operations
Founder, CEO, & Principal Consultant
1/2023 - Present
Founded operations consultancy focused on diagnosing and improving operational dysfunction across finance, sales, business operations, and leadership systems.
• Led strategic consulting and operational transformation projects for clients across healthcare, nonprofit, and startup sectors.
• Conducted root cause analysis using data insights, stakeholder interviews, and enterprise diagnostics to assess systemic dysfunctions.
• Designed and facilitated custom employee development programs and leadership workshops integrating proprietary communication and personality frameworks.
• Spearheaded CRM overhauls, Lean process mapping, and AI-informed process design to improve operational efficiency.
• Developed and deployed structured KPI systems, strategic dashboards, and standardized workflow documentation to improve decision-making and accountability.
• Created facilitator playbooks and comprehensive training workbooks to scale leadership development and operational execution.
• Led strategic alignment and coaching engagements with executives to increase decision velocity and cross-functional accountability.
• Directed the creation and adoption of performance dashboards, CRM reporting automation, and process improvements across teams.
• Led a 10-month full-time operational consulting engagement for Blue Cross Blue Shield of Arizona with high-impact initiatives that restored billing visibility and recovered substantial missed revenue while improving data flow across systems.
• Led strategic consulting and operational transformation projects for clients across healthcare, nonprofit, and startup sectors.
• Conducted root cause analysis using data insights, stakeholder interviews, and enterprise diagnostics to assess systemic dysfunctions.
• Designed and facilitated custom employee development programs and leadership workshops integrating proprietary communication and personality frameworks.
• Spearheaded CRM overhauls, Lean process mapping, and AI-informed process design to improve operational efficiency.
• Developed and deployed structured KPI systems, strategic dashboards, and standardized workflow documentation to improve decision-making and accountability.
• Created facilitator playbooks and comprehensive training workbooks to scale leadership development and operational execution.
• Led strategic alignment and coaching engagements with executives to increase decision velocity and cross-functional accountability.
• Directed the creation and adoption of performance dashboards, CRM reporting automation, and process improvements across teams.
• Led a 10-month full-time operational consulting engagement for Blue Cross Blue Shield of Arizona with high-impact initiatives that restored billing visibility and recovered substantial missed revenue while improving data flow across systems.
Zion HealthShare
Operations
Director of Operations
1/2021 - 1/2023
Nonprofit healthcare cost-sharing organization that facilitates member-to-member sharing of medical expenses as a community alternative to traditional health insurance.
Led a full-scale operational turnaround that transformed a struggling nonprofit into the fastest growing healthshare in the country, scaling revenue from $30M to $54M in one year.
• Rebuilt a broken service delivery engine by mapping and optimizing workflows, standardizing processes, and automating manual tasks, reducing member processing time from 45 weeks to under 30 days.
• Personally designed and led the build of a custom BPM system in Zoho, replacing legacy workflows with automation, compliance tracking, and real-time visibility across departments. Oversaw the successful migration of over 40,000+ members and records from Salesforce to support scale and integrity.
• Launched and scaled a new processing center by growing the team from 10 to 50+ across departments and locations in under a year, without increasing burnout.
• Designed and implemented enterprise-wide KPI dashboards, accountability systems, and SOPs to drive real-time decision-making, performance transparency, and leadership alignment.
• Built onboarding, training, and recognition systems that boosted morale, reduce turnover, and doubled throughput.
• Collaborated with Finance to develop a proprietary fund management and tracking system that reduced AP, improved allocation accuracy, and set new benchmarks for nonprofit healthcare finance.
Led a full-scale operational turnaround that transformed a struggling nonprofit into the fastest growing healthshare in the country, scaling revenue from $30M to $54M in one year.
• Rebuilt a broken service delivery engine by mapping and optimizing workflows, standardizing processes, and automating manual tasks, reducing member processing time from 45 weeks to under 30 days.
• Personally designed and led the build of a custom BPM system in Zoho, replacing legacy workflows with automation, compliance tracking, and real-time visibility across departments. Oversaw the successful migration of over 40,000+ members and records from Salesforce to support scale and integrity.
• Launched and scaled a new processing center by growing the team from 10 to 50+ across departments and locations in under a year, without increasing burnout.
• Designed and implemented enterprise-wide KPI dashboards, accountability systems, and SOPs to drive real-time decision-making, performance transparency, and leadership alignment.
• Built onboarding, training, and recognition systems that boosted morale, reduce turnover, and doubled throughput.
• Collaborated with Finance to develop a proprietary fund management and tracking system that reduced AP, improved allocation accuracy, and set new benchmarks for nonprofit healthcare finance.
CURECRETE DISTRIBUTION, INC.
Operations
Vice President of Operations
1/2019 - 1/2021
Global leader in concrete chemical technologies manufacturing and distribution, generating $10– 11M in annual revenue with operations across North America, Latin America, Asia, & Middle East.
Led enterprise operations through the COVID-19 pandemic and executed a multi continent transformation that resolved bottlenecks, recovered key accounts, tripled international sales, and sustained growth despite industry-wide disruption.
• Navigated company-wide operations through the COVID-19 pandemic, maintaining operational continuity and revenue growth while rapidly adapting fulfillment strategies and leading cross-functional contingency planning.
• Resolved major production delays and fulfillment backlogs through Lean manufacturing principles, enabling Curecrete to not only meet demand but establish and maintain strategic safety stock.
• While many manufacturers faced steep decline during the pandemic, I led Curecrete through a high-impact operational pivot, sustaining revenue and driving international growth by reengineering product strategy and fulfillment systems to overcome global supply chain disruptions and retain competitive positioning.
• Directed all core operations across Customer Care, Production, and Fulfillment; aligned cross-departmental performance under unified KPIs and automation-enhanced workflows.
• Spearheaded a global consignment strategy that overcame transportation barriers, recovered key accounts, and increased production by 65%.
• Tripled international
Led enterprise operations through the COVID-19 pandemic and executed a multi continent transformation that resolved bottlenecks, recovered key accounts, tripled international sales, and sustained growth despite industry-wide disruption.
• Navigated company-wide operations through the COVID-19 pandemic, maintaining operational continuity and revenue growth while rapidly adapting fulfillment strategies and leading cross-functional contingency planning.
• Resolved major production delays and fulfillment backlogs through Lean manufacturing principles, enabling Curecrete to not only meet demand but establish and maintain strategic safety stock.
• While many manufacturers faced steep decline during the pandemic, I led Curecrete through a high-impact operational pivot, sustaining revenue and driving international growth by reengineering product strategy and fulfillment systems to overcome global supply chain disruptions and retain competitive positioning.
• Directed all core operations across Customer Care, Production, and Fulfillment; aligned cross-departmental performance under unified KPIs and automation-enhanced workflows.
• Spearheaded a global consignment strategy that overcame transportation barriers, recovered key accounts, and increased production by 65%.
• Tripled international
CURECRETE DISTRIBUTION, INC.
Operations
Chief of Staff
1/2016 - 1/2019
Global leader in concrete chemical technologies manufacturing and distribution, generating $10– 11M in annual revenue with operations across North America, Latin America, Asia, & Middle East.
Led enterprise operations through the COVID-19 pandemic and executed a multi continent transformation that resolved bottlenecks, recovered key accounts, tripled international sales, and sustained growth despite industry-wide disruption.
• Navigated company-wide operations through the COVID-19 pandemic, maintaining operational continuity and revenue growth while rapidly adapting fulfillment strategies and leading cross-functional contingency planning.
• Resolved major production delays and fulfillment backlogs through Lean manufacturing principles, enabling Curecrete to not only meet demand but establish and maintain strategic safety stock.
• While many manufacturers faced steep decline during the pandemic, I led Curecrete through a high-impact operational pivot, sustaining revenue and driving international growth by reengineering product strategy and fulfillment systems to overcome global supply chain disruptions and retain competitive positioning.
• Directed all core operations across Customer Care, Production, and Fulfillment; aligned cross-departmental performance under unified KPIs and automation-enhanced workflows.
• Spearheaded a global consignment strategy that overcame transportation barriers, recovered key accounts, and increased production by 65%.
• Tripled international
Led enterprise operations through the COVID-19 pandemic and executed a multi continent transformation that resolved bottlenecks, recovered key accounts, tripled international sales, and sustained growth despite industry-wide disruption.
• Navigated company-wide operations through the COVID-19 pandemic, maintaining operational continuity and revenue growth while rapidly adapting fulfillment strategies and leading cross-functional contingency planning.
• Resolved major production delays and fulfillment backlogs through Lean manufacturing principles, enabling Curecrete to not only meet demand but establish and maintain strategic safety stock.
• While many manufacturers faced steep decline during the pandemic, I led Curecrete through a high-impact operational pivot, sustaining revenue and driving international growth by reengineering product strategy and fulfillment systems to overcome global supply chain disruptions and retain competitive positioning.
• Directed all core operations across Customer Care, Production, and Fulfillment; aligned cross-departmental performance under unified KPIs and automation-enhanced workflows.
• Spearheaded a global consignment strategy that overcame transportation barriers, recovered key accounts, and increased production by 65%.
• Tripled international
PROPERTY MANAGEMENT INC. (PMI) – CORPORATE
Operations
Director of Property Management & Corporate Trainer
1/2013 - 1/2015
Nationwide property management franchise brand serving residential, commercial, association, and vacation rental property management. Led corporate franchise operations and developed the proprietary systems, processes, and training infrastructure that scaled across PMI's national franchise network. Oversaw property management for 200+ single-family units at the corporate office while supporting franchisee growth and operational success.
• Directed operations for PMI's corporate-owned property management franchise, serving as R&D and flagship unit for process innovation and system rollout across the national network.
• Developed and implemented standardized operational frameworks adopted by franchisees nationwide, including SOPs, accounting workflows, compliance systems, and automation protocols.
• Built and delivered scalable onboarding and training programs for new franchisees covering marketing, client acquisition, operations, financial tracking, and compliance.
• Created centralized reporting and performance dashboards that drove franchisee accountability, improved visibility, and supported data-driven decisions across the network.
• Collaborated with executive leadership on policy development, software implementations, and franchise-wide process rollouts to maintain brand integrity and regulatory compliance.
• Mentored new franchise owners, equipping them with the tools and systems needed to launch and operate profitable property management businesses. Results:
• 2
• Directed operations for PMI's corporate-owned property management franchise, serving as R&D and flagship unit for process innovation and system rollout across the national network.
• Developed and implemented standardized operational frameworks adopted by franchisees nationwide, including SOPs, accounting workflows, compliance systems, and automation protocols.
• Built and delivered scalable onboarding and training programs for new franchisees covering marketing, client acquisition, operations, financial tracking, and compliance.
• Created centralized reporting and performance dashboards that drove franchisee accountability, improved visibility, and supported data-driven decisions across the network.
• Collaborated with executive leadership on policy development, software implementations, and franchise-wide process rollouts to maintain brand integrity and regulatory compliance.
• Mentored new franchise owners, equipping them with the tools and systems needed to launch and operate profitable property management businesses. Results:
• 2
KEELER THOMAS FINANCIAL MANAGEMENT SERVICES
Operations
Client Services & Operations Coordinator
1/2011 - 1/2013
Boutique wealth management firm serving high-net-worth individuals and families with customized investment strategies and fiduciary guidance. Supported front- and back-office operations for executive advisors, ensuring a seamless, high-touch experience for clients while contributing to the firm's operational accuracy, client communications, and technology optimization.
• Orchestrated executive scheduling and client communications across a portfolio of high net-worth clients, ensuring white-glove service and responsiveness.
• Created and customized quarterly investment review booklets and performance summaries, aligning content with compliance standards and elevating client perception.
• Conducted quarterly audits of investment portfolios to ensure accuracy in reporting and billing, reducing reconciliation errors and improving advisor visibility.
• Led the design, testing, and advisor adoption of customized billing software, collaborating cross-functionally with development teams to ensure intuitive user experience and alignment with firm-specific billing models.
• Managed front-office operations and served as the first point of contact for client families, enhancing retention and client satisfaction through polished, responsive service. Results:
• Delivered a 30% reduction in billing discrepancies across client portfolios.
• Contributed to software rollout that streamlined billing workflows and improved advisor oversight.
• Played a key role in strengthening client re
• Orchestrated executive scheduling and client communications across a portfolio of high net-worth clients, ensuring white-glove service and responsiveness.
• Created and customized quarterly investment review booklets and performance summaries, aligning content with compliance standards and elevating client perception.
• Conducted quarterly audits of investment portfolios to ensure accuracy in reporting and billing, reducing reconciliation errors and improving advisor visibility.
• Led the design, testing, and advisor adoption of customized billing software, collaborating cross-functionally with development teams to ensure intuitive user experience and alignment with firm-specific billing models.
• Managed front-office operations and served as the first point of contact for client families, enhancing retention and client satisfaction through polished, responsive service. Results:
• Delivered a 30% reduction in billing discrepancies across client portfolios.
• Contributed to software rollout that streamlined billing workflows and improved advisor oversight.
• Played a key role in strengthening client re
REAL PROPERTY MANAGEMENT ELITE
Operations
Rental Property Operations & Leasing Coordinator
1/2009 - 1/2011
Residential property management firm specializing in single-family and small multi-family rental portfolios. Supported day-to-day leasing and operations during a period of rapid market growth and process formalization. Played a key role in centralizing tenant management systems, streamlining leasing procedures, and improving coordination between residents and internal teams.
• Led the rollout of centralized leasing systems to standardize tenant onboarding, reduce processing delays, and create a consistent resident experience.
• Authored and published standardized listing templates and digital marketing materials, improving response time and lead quality.
• Managed high-volume leasing communications, including scheduling property tours, processing applications, and executing leasing documentation.
• Developed and implemented a tenant services coordination system that reduced response times, clarified maintenance workflows, and improved resident satisfaction.
• Served as liaison between property owners, tenants, and third-party vendors, ensuring transparency, prompt follow-up, and regulatory compliance.
• Provided administrative support for portfolio-wide reporting, tenant file audits, and lease compliance initiatives. Results:
• Reduced average tenant onboarding time by 30% through streamlined leasing workflows.
• Improved resident satisfaction scores via enhanced maintenance coordination and faster service turnaround.
• Supported operational systems that enabled the
• Led the rollout of centralized leasing systems to standardize tenant onboarding, reduce processing delays, and create a consistent resident experience.
• Authored and published standardized listing templates and digital marketing materials, improving response time and lead quality.
• Managed high-volume leasing communications, including scheduling property tours, processing applications, and executing leasing documentation.
• Developed and implemented a tenant services coordination system that reduced response times, clarified maintenance workflows, and improved resident satisfaction.
• Served as liaison between property owners, tenants, and third-party vendors, ensuring transparency, prompt follow-up, and regulatory compliance.
• Provided administrative support for portfolio-wide reporting, tenant file audits, and lease compliance initiatives. Results:
• Reduced average tenant onboarding time by 30% through streamlined leasing workflows.
• Improved resident satisfaction scores via enhanced maintenance coordination and faster service turnaround.
• Supported operational systems that enabled the