Experience

Steering Ventures

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

• Principal & Owner

  • Aug 2015 - Present

  Greater Atlanta Area Helping mission-minded executives flourish, so their business can too.



Simplaphi

• United States
• Business Intelligence Platforms
• 1 - 100 Employee

• President & COO

  • Feb 2019 - Present



Swoz Consulting

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

• Consultant and Executive Coach

  • Jan 2017 - Present

  Atlanta Metropolitan Area



Anágo Partners

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Executive Director

  • Oct 2019 - Apr 2023

  Atlanta Metropolitan Area



IPeople Healthcare

• United States
• Software Development
• 1 - 100 Employee

• Chief Revenue Officer

  • Jul 2020 - Dec 2020

  Dallas-Fort Worth Metroplex

• Vice President Of Product Management

  • Jan 2020 - Jun 2020

  Dallas-Fort Worth Metroplex



Greenlight

• United States
• Financial Services
• 300 - 400 Employee

• VP Product Management

  • Oct 2016 - Jul 2018

  Greater Atlanta Area Lead a cross-functional startup team to develop and launch a smart debit card for kids. Grew users from 0 to over 150,000 in 18 months.



Canopy

• United States
• Software Development
• 1 - 100 Employee

• Product Strategist & Catalyst

  • Jan 2016 - Sep 2016

  Greater Atlanta Area Led a cross-functional startup team to develop and launch a B2B2C IoT platform.



Fiserv

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Director of New Product Innovation, Mobile Payments

  • Aug 2013 - Sep 2015

  Greater Atlanta Area Managed a team responsible for bringing new mobile payment products and solutions to market through multiple internal products & divisions. Accountable for the entire scope and lifecycle of the program, including strategy, sales, marketing, product management, product development, distribution partner management, vendor management, operational support, revenue and net operating profit.

• Director of Consumer Intelligence and Marketing Strategy

  • Oct 2009 - Aug 2013

  Managed a team responsible for market and consumer intelligence - including market research and analytics - across Online/Mobile/Tablet Banking and Payments. Designed a consulting engagement for a top 10 US financial institution and led the cross functional team focused on driving payment adoption and usage via consumer marketing, data analytics, market research, and product/process enhancements. Industry thought leader, sharing consumer trends and insights across the financial… Show more Managed a team responsible for market and consumer intelligence - including market research and analytics - across Online/Mobile/Tablet Banking and Payments. Designed a consulting engagement for a top 10 US financial institution and led the cross functional team focused on driving payment adoption and usage via consumer marketing, data analytics, market research, and product/process enhancements. Industry thought leader, sharing consumer trends and insights across the financial services industry via client meetings, blogs, conferences, whitepapers, and industry publications.

• Chief of Staff

  • May 2008 - Oct 2009

  Supported the eBanking division president with strategic planning, communications, escalations, program management, special projects, and general management responsibilities.

• Senior Manager, Strategic Planning

  • Aug 2007 - Jun 2008

  Facilitated investment decisions by a team of executives to create a balanced, acheivable portfolio across multiple divisions that aligned with divisional and corporate strategies and maximized financial impacts.

• Manager, Strategic Planning

  • Oct 2006 - Aug 2007

  Led a cross functional team to review, approve, and prioritize business cases for the $4M internal investment portfolio of projects within the eCommerce division.



The Home Depot

• United States
• Retail
• 700 & Above Employee

• Business Intelligence Manager

  • Apr 2006 - Sep 2006

  Matrix-managed a 36-member team to deliver Business Intelligence metrics for the procurement, payables, and vendor relations processes of Home Depot's supply chain redesign project.

• Leadership Development Program

  • May 2004 - Apr 2006

  Two-year rotational program providing business exposure and talent development through internal consulting and audit projects. Completed projects individually and in teams through Finance, Human Resources, Marketing, Merchandising, Mergers & Acquisitions, Store Operations, and Supply Chain.



Cendian Corporation

• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee

• Sr Implementation Analyst

  • Jul 2003 - May 2004

  Supported all aspects of new client implementations – operations, technology, finance, and strategic sourcing. Developed new and improved processes to facilitate the on-boarding of new clients.

• Supply Chain Analyst

  • May 2002 - Jun 2003

  Performed gap analysis, gross margin forecasting, and ad hoc reporting for a $150M transportation network comprised of LTL, FTL, Bulk, and Marine modes of transportation.