Functional Skills
Customer Relationship Management
Agile Software Development
Strategic Planning
Data Governance
Good Manufacturing Practice (GMP)
Finance Transformation
Private Equity Investing
Supply Chain Integration
Project Management
Sales Strategy
Operations Management
Marketing Analytics
Change Management / Org Design
Human Capital Consulting
Software Skills
Jira
Salesforce
SAP CRM
Smartsheet
PowerBI
Sector Experience
Business Services
Healthcare
Manufacturing
Technology
Transportation & Logistics
Experience
Strategic Advisory Across Startups & Mid-Market Firms
Corporate Strategy & Development
VP Strategy
1/2023 - Present
• Delivered AI strategy and enterprise training for multiple firms in healthcare, food, and media sectors.
• Created investor-ready 5-year financial forecasts and GTM playbooks for SaaS and consumer products.
• Led operational streamlining and PMO framework across acquisitions.
• Designed roles/responsibilities for Sales, Legal, IT, Operations and Finance teams in post acquisition environments.
• Created investor-ready 5-year financial forecasts and GTM playbooks for SaaS and consumer products.
• Led operational streamlining and PMO framework across acquisitions.
• Designed roles/responsibilities for Sales, Legal, IT, Operations and Finance teams in post acquisition environments.
Mid-Size Health Insurance
Management Consulting
Sr. Program Manager
1/2020 - 1/2023
Manufacturing, Logistics, DaaS, SaaS
● • Led CMS compliance overhaul, DSNP integration, and Market Prominence optimization ($50M budget).
• Implemented Agile via Jira across CRM, enrollment, claims, and audit teams.
• Advised C-suite and bridged silos across compliance, IT, and CMS/state reconciliation efforts.
• Rescued $100M SAP implementation at Kohler; established Agile, governance, and data standards.
• Led EDI deployments and supply chain automation for Amcor ($2M project).
• Delivered data governance and HCM system integrations at Charter ($30M project).
• Delivered 1/1 data cutovers, CRM migration, and DSNP pricing/configuration across 10 health insurers.
• Led Agile transformation, Jira governance, and portal builds for member/provider/broker interfaces.
• Standardized CMS, compliance, and caregiver access workflows for multi-state operations.
● • Led CMS compliance overhaul, DSNP integration, and Market Prominence optimization ($50M budget).
• Implemented Agile via Jira across CRM, enrollment, claims, and audit teams.
• Advised C-suite and bridged silos across compliance, IT, and CMS/state reconciliation efforts.
• Rescued $100M SAP implementation at Kohler; established Agile, governance, and data standards.
• Led EDI deployments and supply chain automation for Amcor ($2M project).
• Delivered data governance and HCM system integrations at Charter ($30M project).
• Delivered 1/1 data cutovers, CRM migration, and DSNP pricing/configuration across 10 health insurers.
• Led Agile transformation, Jira governance, and portal builds for member/provider/broker interfaces.
• Standardized CMS, compliance, and caregiver access workflows for multi-state operations.
Strategia Consulting
Management Consulting
Consultant
1/2017 - 12/2021
A $250 million Law Firm and a $17 billion Medical Supply Company—Illinois, California, Wisconsin, Minnesota
• Led a team of BAs and technology consultants responsible for technology solutions delivery and SAP enhancements.
• Led multiple clients through an Agile transformation from Waterfall. (using Jira)
• Managed the streamlining of 20 internal processes equating to $50 million in savings.
• Collaborated with Sales to obtain additional clients.
• Led the procurement and implementation of Workday at multiple clients.
• Cross-functional team leadership: senior leadership, operations, logistics, product engineering, IT, finance, accounting, ERP, SAP, Salesforce and Oracle CRMs and websites.
• Main Vendor Management: ERP, SAP, Salesforce and Oracle CRM, website, Nintex/K2
• Budget: Multiple SOWs for multiple clients ranging from $1M-$20M
• Project Methodology: Waterfall and Agile via Smartsheet and Jira
• Led a team of BAs and technology consultants responsible for technology solutions delivery and SAP enhancements.
• Led multiple clients through an Agile transformation from Waterfall. (using Jira)
• Managed the streamlining of 20 internal processes equating to $50 million in savings.
• Collaborated with Sales to obtain additional clients.
• Led the procurement and implementation of Workday at multiple clients.
• Cross-functional team leadership: senior leadership, operations, logistics, product engineering, IT, finance, accounting, ERP, SAP, Salesforce and Oracle CRMs and websites.
• Main Vendor Management: ERP, SAP, Salesforce and Oracle CRM, website, Nintex/K2
• Budget: Multiple SOWs for multiple clients ranging from $1M-$20M
• Project Methodology: Waterfall and Agile via Smartsheet and Jira
Private Equity
Management Consulting
Consultant
1/2018 - 12/2020
• Delivered C-suite and senior leader behavioral analysis reporting to PE Firm.
• Delivered Business Intelligence, a website, a CRM and ERP Remediation.
• Established data governance and maintenance best practices.
• Cross-functional team leadership: senior leadership, plant leadership, HR, engineering, customer service, sales, accounting, finance, IT.
• Main Vendor Management: ERP, Salesforce CRM, website, engineering and finance software, Power BI
• Budget: Moved the organization from $250M to $500M in 2 years.
• Project Methodology: Agile transformation lead. (using Jira and Confluence)
• Delivered Business Intelligence, a website, a CRM and ERP Remediation.
• Established data governance and maintenance best practices.
• Cross-functional team leadership: senior leadership, plant leadership, HR, engineering, customer service, sales, accounting, finance, IT.
• Main Vendor Management: ERP, Salesforce CRM, website, engineering and finance software, Power BI
• Budget: Moved the organization from $250M to $500M in 2 years.
• Project Methodology: Agile transformation lead. (using Jira and Confluence)
Strategia Consulting
Management Consulting
Consultant
7/2005 - 12/2017
• Sr. PM – Led CRM, ERP, and marketing integration for $300M PE-backed energy firm ($250M→$500M growth).
• Sr. PM – Salesforce, SharePoint, Workday, and TPA transitions for multiple health insurers.
• Portfolio Lead – National CRM and partnership rollouts (GEICO, Costco) at Jewelers Mutual.
• PM – Agile transformation and operational recovery at Humana, Dean Health, Bemis, Network Health.
• Sr. PM – Salesforce, SharePoint, Workday, and TPA transitions for multiple health insurers.
• Portfolio Lead – National CRM and partnership rollouts (GEICO, Costco) at Jewelers Mutual.
• PM – Agile transformation and operational recovery at Humana, Dean Health, Bemis, Network Health.
Humana
Information Technology
ODS Director
5/1998 - 5/2005
• Managed the identification, tracking, trending, prioritization, and resolution of large systemic fixes and enhancements affecting the information stored in Humana’s operational data store, (the data source for Humana’s website, contact relationship management (CRM) tool, and the automated information line.)
• Implemented Agile practices and led the organizational Agile transformation of 20,000 associates.
• Led data governance practice and maintenance efforts for a 50 million record operational data storage with 10 legacy systems flowing into it.
• Led the project and resource efforts that tracked and trended 13 systemic issues affecting the quality of data in Humana’s operational data store for 8 million customers, the automated information line, www.humana.com, and the CRM tool improving data quality.
• Enhanced and standardized operations and legacy data feed processes.
• Ensured HIPAA and privacy regulations were upheld.
• Led a team of 30 IT and business professionals across th
• Implemented Agile practices and led the organizational Agile transformation of 20,000 associates.
• Led data governance practice and maintenance efforts for a 50 million record operational data storage with 10 legacy systems flowing into it.
• Led the project and resource efforts that tracked and trended 13 systemic issues affecting the quality of data in Humana’s operational data store for 8 million customers, the automated information line, www.humana.com, and the CRM tool improving data quality.
• Enhanced and standardized operations and legacy data feed processes.
• Ensured HIPAA and privacy regulations were upheld.
• Led a team of 30 IT and business professionals across th