Experience

Cicero®

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Senior Partner

  • Jun 2023 - Present

  Salt Lake City Metropolitan Area As a seasoned professional with Cicero Group, an internationally recognized strategy consulting and research firm, I have had the privilege to work alongside top management teams across various industries and organization structures. My journey with Cicero Group, headquartered in Salt Lake City, Utah, has been one of assessing needs, providing data-driven decision support, and creating value. My role has encompassed working with publicly-traded corporate entities, government agencies… Show more As a seasoned professional with Cicero Group, an internationally recognized strategy consulting and research firm, I have had the privilege to work alongside top management teams across various industries and organization structures. My journey with Cicero Group, headquartered in Salt Lake City, Utah, has been one of assessing needs, providing data-driven decision support, and creating value. My role has encompassed working with publicly-traded corporate entities, government agencies, not-for-profit organizations, as well as public and private educational institutions. The core of my expertise lies in combining strategy development experience with data collection, organization, and analysis. This unique blend has been instrumental in driving impactful, measurable change and growth for our clients. As a trusted advisor, I am passionate about utilizing my skills to help organizations navigate change, embrace transformation, and achieve their strategic objectives. Specialties include: Change Management Transformation Sales & Marketing Growth Strategy Post-Merger Integration Corporate and Portfolio Strategy Product and Service Innovation International Development and Delivery Customer Analytics Sales and Channel Transformation Customer Lifecycle Management Marketing and Branding Strategy Talent Optimization & Development Service Delivery Optimization Risk Management Acquisitions/Diversification/Due Diligence Economic Analysis Process Improvement Supply Chain Management Visit us at www.cicerogroup.com to learn more about our wide range of services and expertise.

• Partner

  • Dec 2019 - Jun 2023

  Salt Lake City, Utah

• Principal

  • Dec 2016 - Dec 2019

  Salt Lake City, UT

• Vice President - Private Equity

  • Jul 2016 - Jul 2018

  Salt Lake City, UT Cicero Partners is an operationally-focused private equity firm based in Salt Lake City, Utah. The firm focuses on partnering with lower-middle-market companies to improve and grow their businesses to achieve their maximum potential. The Cicero team is comprised of a unique combination of investors, advisors, entrepreneurs, and consultants. Team members include experienced operators, executives and consultants from Bain & Company, Deloitte, McKinsey, and other leading firms. We… Show more Cicero Partners is an operationally-focused private equity firm based in Salt Lake City, Utah. The firm focuses on partnering with lower-middle-market companies to improve and grow their businesses to achieve their maximum potential. The Cicero team is comprised of a unique combination of investors, advisors, entrepreneurs, and consultants. Team members include experienced operators, executives and consultants from Bain & Company, Deloitte, McKinsey, and other leading firms. We have a successful track record consulting business owners, executives and managers in a variety of industries and company sizes, ranging from publicly-traded Fortune 500 corporations down to local main street businesses. With our ability to identify unrealized value, Cicero is a highly-experienced, active, and committed investor - partnering with business owners and their teams to drive higher valuations and create long-term sustainable growth. http://www.ciceropartners.com/

• Engagement Manager

  • May 2014 - Dec 2016

  Salt Lake City, Utah

• Director - Private Equity

  • Jun 2015 - Jul 2016

  Salt Lake City, Utah



Cicero®

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Senior Associate

  • Dec 2013 - May 2014

  Salt Lake City, Utah



PPE Capital

• Vice President, Operations

  • Apr 2013 - Dec 2013

  Salt Lake City PPE is a Project Developer, Owner and Operator of large scale utility projects. The Company’s specific capabilities include project finance, acquisitions, and operations. Areas of Focus: • Solar Energy • Business Strategy • Project Finance • Private Equity • Deal Sourcing & Analysis • Competitive Analysis • Market Research • Marketing & Public Relations • Goverment Relations



sPower

• United States
• Renewable Energy Semiconductor Manufacturing
• 1 - 100 Employee

• Director of Sales & Operations

  • Dec 2009 - May 2013

  Salt Lake City sPower, headquartered in Salt Lake City with offices in San Francisco, Long Beach and New York City, is an AES and AIMCo company, is the largest private owner of operating solar assets in the United States. sPower owns and operates a portfolio of solar and wind assets greater than 1.3 GW and has a development pipeline of more than 10 GW. sPower is owned by a joint venture partnership between The AES Corporation (NYSE: AES), a worldwide energy company headquartered in Arlington, Virginia, and… Show more sPower, headquartered in Salt Lake City with offices in San Francisco, Long Beach and New York City, is an AES and AIMCo company, is the largest private owner of operating solar assets in the United States. sPower owns and operates a portfolio of solar and wind assets greater than 1.3 GW and has a development pipeline of more than 10 GW. sPower is owned by a joint venture partnership between The AES Corporation (NYSE: AES), a worldwide energy company headquartered in Arlington, Virginia, and the Alberta Investment Management Corporation, one of Canada’s largest and most diversified institutional investment fund managers.. www.sPower.com Specialties: • Sales Operations • Marketing • Business Strategy • Energy Project Development • Project Finance • Solar Energy • Renewable Energy • Energy Project Acquisitions • Strategic Partnerships • Operations Management • Information Systems & Technology • Public Relations Show less



REDCO

• Renewable Energy Semiconductor Manufacturing
• 1 - 100 Employee

• Director Of Operations

  • Dec 2009 - Dec 2011

  Salt Lake City, UT Renewable Energy Development Company (REDCO) Project Developer focused on Renewable Energy Projects across North America Acquired by sPower in December of 2011 www.sPower.com Responsibilities: • Contributed to the development and refinement of Company’s vision and strategy • Corporate decision-making to ensure the organization maximizes its short, and long- term goals • Implementation of the company’s strategic and operational plans • Developed, reviewed… Show more Renewable Energy Development Company (REDCO) Project Developer focused on Renewable Energy Projects across North America Acquired by sPower in December of 2011 www.sPower.com Responsibilities: • Contributed to the development and refinement of Company’s vision and strategy • Corporate decision-making to ensure the organization maximizes its short, and long- term goals • Implementation of the company’s strategic and operational plans • Developed, reviewed, and reported on the business development division’s strategy. • Esured the strategic objectives were well understood and executed by the team • Impacted the profitability of the company through ensuring strategic and tactical management decisions and new business development results • Marketing and Public Relations • Research and Market Analysis • Developed and lead the Business Development team in sourcing, managing and implementing new business opportunities • Ensured efficient and effective marketing, advertising and proposals • Maintained and developed organizational culture, values • Built and lead an effective and cohesive management teams • Project management • Strong Leadership and Organizational skills Show less



Steelcase

• United States
• Furniture and Home Furnishings Manufacturing
• 700 & Above Employee

• Director of Business Development - Midwest Commercial Interiors

  • Nov 2008 - Dec 2009

  Salt Lake City, UT Steelcase Inc. NYSE: SCS ($2Billion) - For 100 years, Steelcase has been bringing strategic insight to business by studying how people work, wherever they work. Globally accessible through a network of channels, with over 650 dealers. Steelcase designs for social, economic and environmental. Responsibilities: • Developed strategies for lead generation, pricing and revenue generation • Personally pursued and closed key sales opportunities • Lead internal teams from multiple… Show more Steelcase Inc. NYSE: SCS ($2Billion) - For 100 years, Steelcase has been bringing strategic insight to business by studying how people work, wherever they work. Globally accessible through a network of channels, with over 650 dealers. Steelcase designs for social, economic and environmental. Responsibilities: • Developed strategies for lead generation, pricing and revenue generation • Personally pursued and closed key sales opportunities • Lead internal teams from multiple disciplines to pursue key prospects • Provided market research to the company regarding competitive offerings, prospect needs and generate product development ideas • Built a professional and trusting relationship with clients • Set and managed client's expectations • Extensive project management Show less



Clearlink

• United States
• Advertising Services
• 700 & Above Employee

• Director of Business Developement

  • Apr 2008 - Nov 2008

  Salt Lake City Utah CLEARLINK is a leading provider of content and conversion services for top consumer brands. Customer Acquisition, Lead Generation, Sales Conversion As Director of Business Development I was responsible for strategic partnerships as well execution of the companies marketing plan and strategy. Additional Responsibilities: • Identified and recruited relevant top producing affiliates • Built and maintained strong relationships with key affiliates and affiliate networks •… Show more CLEARLINK is a leading provider of content and conversion services for top consumer brands. Customer Acquisition, Lead Generation, Sales Conversion As Director of Business Development I was responsible for strategic partnerships as well execution of the companies marketing plan and strategy. Additional Responsibilities: • Identified and recruited relevant top producing affiliates • Built and maintained strong relationships with key affiliates and affiliate networks • Actively consulted with key affiliate partners on ongoing basis to help exceed their revenue objectives through recommending and implementing best practices or additional products/services to promote • Researched and analyzed the affiliate and industries, to identify trends that can positively or negatively affect the business • Actively consulted with key affiliates on an ongoing basis to help exceed their revenue objectives through recommending and implementing best practices or additional products/services to promote • Negotiated multiple payout structures including CPL, CPA and PPC • Responsible to questions and requests from key affiliates • Trained and advised junior level staff • Worked tightly with product development team to identify top producing offers • Managed communications between tech and creative teams to ensure all deliverables were met • Screened current and potential affiliates for fraudulent activities • Analyzed reporting, as well as partner insights, to recommend strategic improvements • Monitored paid keyword-marketing activities of affiliates (in coordination with Internal Search Marketing team) Show less



Progrexion

• United States
• Financial Services
• 500 - 600 Employee

• Online Affiliate Manager

  • Jan 2007 - Apr 2008

  Expand and enhanced our Affiliate Program and Online Lead Generation efforts. Uncovered prospective referral agents, lead generators and affiliates. Responsible for coordinating and leading sales efforts. Leveraged sales and market-leading benefits, to increase the size, effectiveness and profitability of the companies Business Development efforts. Maximized channel opportunities. _______________________________________________ Responsibilities: • Managed over 1,500 online… Show more Expand and enhanced our Affiliate Program and Online Lead Generation efforts. Uncovered prospective referral agents, lead generators and affiliates. Responsible for coordinating and leading sales efforts. Leveraged sales and market-leading benefits, to increase the size, effectiveness and profitability of the companies Business Development efforts. Maximized channel opportunities. _______________________________________________ Responsibilities: • Managed over 1,500 online affiliates and strategic partners with over 2,400 websites • Proactively identified and cultivated potential referral agents, lead generators and affiliates • Responded to inbound requests from potential new affiliates • Developed criteria to gauge viability of new affiliate partners • Meet and exceeded monthly revenue goals • Closed deals with new affiliates to increase the size and profitability of the channel • Built and maintained strong relationships with affiliate networks to produce new business development and sales channel opportunities • Managed display booth and attended affiliate trade shows and expos to solicit prospects.

• Manager of Business Operations

  • Apr 2006 - Apr 2008

  Salt Lake City Progrexion is a technology enabled consumer services business that leads the way in customer acquisitions. The company provides a full range of services through our well-known brands Lexington Law and CreditRepair.com, the market leaders in consumer credit report repair. Headquartered in Salt Lake City, Progrexion sets the standard for quality customer service and operating efficiencies within our field. The companies patent-pending technologies demonstrate a great capacity for… Show more Progrexion is a technology enabled consumer services business that leads the way in customer acquisitions. The company provides a full range of services through our well-known brands Lexington Law and CreditRepair.com, the market leaders in consumer credit report repair. Headquartered in Salt Lake City, Progrexion sets the standard for quality customer service and operating efficiencies within our field. The companies patent-pending technologies demonstrate a great capacity for creativity and innovation within the consumer advocacy market space. Progrexion has literally reinvented the credit repair enterprise. As advocates for fair, accurate, and relevant credit reporting for all American consumers, our 1,500+ employees have come to understand that they hold the keys to bettering the lives of hundreds of thousands of clients each year. They operate the technology and support services that enable consumers to repair their credit and realize their financial dreams. Key Responsibilities: • Project manager for the design, layout and construction of a 50,000 sq. ft corporate campus. • Coordinated the relocation of over 700 employees to the new campus from four locations • Managed all business operations across the Marketing & Sales division. • Ran project management for special projects and new product implementation. • Recruited over 200+ new employees and developed new recruiting and training material. • Planned and coordinated all corporate retreats, banquets, awards ceremonies, and dinners. • Opened new operations in Salt Lake City, North Salt Lake, and Rexburg, Idaho



Cicero®

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Business Analyst

  • Apr 2006 - Apr 2008

  Salt Lake City, UT The Cicero Group is a data-driven strategy management consulting firm conducting qualitative and quantitative analysis in order to guide strategic management decisions. Responsibilities: - Market Research - Strategy - Project Analysis - Project Reporting - Project Management - On-boarding & Training New Hires - Operations - Strategic Partnerships - Online Marketing - Special Projects Key Abilities: - Effective modeling and wire… Show more The Cicero Group is a data-driven strategy management consulting firm conducting qualitative and quantitative analysis in order to guide strategic management decisions. Responsibilities: - Market Research - Strategy - Project Analysis - Project Reporting - Project Management - On-boarding & Training New Hires - Operations - Strategic Partnerships - Online Marketing - Special Projects Key Abilities: - Effective modeling and wire framing - Research implementation and workshops - Strategy Engagements - Client Proposals and Presentations - Effective scoping and project fulfillment - Solution Based- Problem Solving - Time & Budget Management www.CiceroGroup.com Show less



Wasatch Container

• United States
• Packaging and Containers Manufacturing
• 1 - 100 Employee

• Marketing Manager & Product Design

  • Mar 2004 - Apr 2006

  • Marketing • Packaging • Design • Point of Purchase Displays • CAD • Retail Sales & Product Placement • Corrugated & Foam Packaging • Sales and Distribution



UPS

• United States
• Truck Transportation
• 700 & Above Employee

• Associate, Sales & Customer Experience

  • Dec 2001 - Mar 2004

  Salt Lake City • Customer experience in a retail environment. • Extensive POS and computer experience. • Rollout and implementation of the UPS Store concept • Transitioned the Salt Lake Team from paper transaction to 100% software based solution. • Delivered exceptional customer service through customer interaction and quality product delivery. • Trained and operated all other software packages.