Experience

ValuCompass

• United States
• Technology, Information and Media
• 1 - 100 Employee

• Director of Operations and Expansion: Process Change, Strategic Planning, Product Management

  • Jul 2021 - Present

  Cutting-edge SaaS platform equipping financial advisors with a suite of analytics tools around operational excellence to deliver long-term value to businesses. Promoted (continued duties from the previous role) to lead operational changes for growth and entry into new markets, owning the process, systems, reporting, and insights that defined GTM approach. Developed data-driven, client-centric segmentation strategies, advising on market analysis, competitor data, and key differentiators while creating value-driven product messaging. Reported to CEO. • Transitioned from product-based assistance to solutions-based consulting for 30+ key clients, concentrating on understanding their challenges and objectives, led to the expansion of product and service offerings and accelerated the company’s growth. • Developed root-cause analytical programs within multiple sets of 3M+ data points to identify KPIs and mitigate potential risks; interpreted data, delivering actionable insights, trends, and recommendations. • Led cross-functional teams in the end-to-end development of SaaS products; conducted user research and software testing, coordinated project, and ensured alignment with client needs. • Managed team leaders (Finance, Sales, Marketing, Engineering, Customer Success), including performance reviews, coaching, professional development, and role clarity while establishing hiring processes to ensure seamless onboarding and integration. • Tracked and analyzed $35B+ in combined client enterprise value; leveraged data to glean meaningful business insight and position CoreValue to expand solutions offerings and solve client issues. • Optimized P&L reporting, customizing dashboards using business intelligence software (Domo, Inetsoft, and Excel). Show less



Core Value Research

• Research Services
• 1 - 100 Employee

• Director of Operations: Internal structure, Culture & Customer Management

  • Jul 2017 - Jul 2021

• Director or Economic Development: State and Regional Development Liason

  • Jul 2015 - Jul 2017


Noble Fire Spirits
• Director of Operations (COO)

  • Aug 2014 - Jul 2015

EDI (Elias Donovan International)
• New Restaurant Consultant (Private)

  • May 2014 - Jul 2015

Vin Sur Vingt, Runner & Stone, Brushstroke
• General Manager

  • Jul 2010 - Jun 2014

Forrest Sign
• United States
• Design Services
• Managing Director of Sales

  • Jan 2006 - May 2010