Functional Skills

Artificial Intelligence
Benchmarking
Clinical Research
Data Management
Financial Modeling
Inventory Management
Machine Learning
Revenue Growth
Robotic Process Automation
Software Development

Software Skills

Artificial Intelligence
AutoCAD
Data visualization
Jira
Machine Learning
Natural Language Processing
PowerBI
SAS

Sector Experience

Business Services
Consumer Goods
Healthcare
Life Sciences & Pharma
Technology

Experience

Zeteo Partners Management Consulting
Independent Executive Consultant
1/2007 - Present
Private consulting practice developing strategic business plans and product roadmaps, executing operations plans, managing P&L and budgets for software and services companies. From strategy through execution, providing business advisory services, operational management, and guidance to executive teams. Engagements include:
•Chief Operating Officer, Nurse First Travel Agency (Private high growth start-up travel nurse staffing company)
● Mentored CEO founder, led strategy, developed, and managed annual operating plan, P&L, and budget. Developed 1-3-5-year strategic business plan. Built corporate structure to scale business and prepared company for PE investment capital; 5X valuation, due diligence, closing and exit. Developed leadership team of 6 across; finance, human capital, customer success, sales, IT, and marketing, with a staff of 135 nurses driving 109% annual revenue growth on a 12% EBITDA margin. Prepared business process workflow map and implemented process improvement progra
Infor Corporate Strategy & Development
Business Unit Manager
1/2002 - 1/2006
Led pre- and post-acquisition supply chain business unit within ERP enterprise resource planning software and technology $3.2B multi-national company. Developed and launched innovative RFID product and technology platform in conjunction with the Gillette Company as the first large-scale testing of RFID tag technology in consumer packaged goods, using tags developed by researchers from the Auto-ID center at the Massachusetts Institute of Technology (MIT).
ADVANCED INDUSTRIAL DESIGN, INC. Corporate Strategy & Development
Co-Owner, Partner
1/1990 - 1/2002
Built book of business, became partner, acquired equity, structured buyout, and sold 50% equity on 8X multiple. Developed, launched, and managed design, engineering, equipment fabrication, process controls, software development and installation teams providing process systems across pharmaceutical, food, automotive, and CPG industries. Success of the company was built on providing innovative manufacturing process and inventory management systems for Abbott Laboratories, Kraft, WM Wrigley, Ford Motor, Kimberly Clark, Archer Daniels Midland Company.