Experience

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  Relevant Shift

  • Marin County, California, United States

  • Principal Consultant

    • Jan 2021 - Present
    • Marin County, California, United States

    http://www.relevantshift.comRELEVANT SHIFT is a unique and experienced integrated consulting group combining expertise in organizational psychology, change management and brand development. The Group specializes in consulting with leadership on ways to most effectively capitalize on opportunities in the marketplace and beyond. We help our clients navigate the organizational and cultural change that transforms these opportunities into action, impact and ROI.

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  Authentic Change Group

  • Kentfield, CA

  • Organizational Psychologist

    • Jan 2014 - Present
    • Kentfield, CA

    After many years practicing change management and executive coaching in the corporate sector, I have expanded my services to include individual clients. Bringing the same tools and approaches that work so well in managing professional and personal change of all kinds, big and small.I specialize in getting careers started, running smoothly and in balance, changing direction, and re-entering the job market. And expert coaching and support along the way.

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  Value Staging

  • San Francisco Bay Area

  • CEO

    • 1992 - Jan 2021
    • San Francisco Bay Area

    Improve the operational effectiveness and value of companies and portfolios for M&A, exit strategy, sale, capital acquisition and IPO. We focus on the key cultural, operational and communication aspects of the firm that directly impact the bottom line, as well as the personal and team dynamics that enable breakthrough growth and smooth transitions.Our strength lies in our ability to successfully and rapidly execute.•Conducted large-scale acquisition integration strategy and implementation efforts for GE Businesses and other clients in the U.S. and the U.K.Consulted with Breakthrough Management Group, Inc. (BMG) to develop change management methodology for Six Sigma and Lean implementations•Designed and facilitated Integration Leadership training for GE Power Systems in New York and Atlanta•Conducted enterprise-wide process improvement strategy, action planning Workshops and implementation projects for leading health care, business intelligence clients and others.

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  School of Business and Economics at Sonoma State University

  • Sonoma County, CA

  • Adjunct Professor in the Executive MBA Program

    • Oct 2016 - Dec 2019
    • Sonoma County, CA

    Teaching the EMBA Course in Leading Organizational Change

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  BPI group

  • Consultant-Leadership Development

    • 2010 - 2012

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  Personnel Decisions International

  • Executive Consultant

    • 2007 - 2008

    Change Management consultant and executive coach for premier management consulting firm.

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  General Electric

  • GE Management Consultant, M&A, CAP & WorkOut Facilitator

    • Jan 1999 - Dec 2006

    Senior consultant and facilitator with GE Power Systems University developing and delivering change management and Acquisition Integration services to GE Businesses and customers world-wide.•Part of GE Crotonville consulting team which designed and facilitated critical process development project for major energy supply company in California•Facilitated GE WorkOut and CAP for Six Sigma workshops for GE Power Systems, GE Capital, GE Medical Systems and others.•Facilitated Acquisition Integration projects and WorkOut and Change Acceleration Process sessions for GE Medical Systems in the US and GE Power Systems in Florence, Italy and Clydebank, Scotland•Developed and facilitated Sales Strategy and Sales Training for new Raytheon business in the US and Kiehl, Germany• Part of GE team which developed and delivered Acquisition Integration Leadership training for GE Power Systems HQ in Atlanta

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  William Mercer Consulting

  • Consultant, Mergers & Acquisitions

    • 1995 - 1997

    •Conducted Post-Merger Integration Workshops and Projects for major Technology, Health Care and Aerospace Industry clients.•Developed and implemented Sales Competency Model, Voice of the Customer surveys, and Staffing and Succession Planning Strategies.•Developed and implemented behavior-based Testing & Assessment programs.

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  Drake Beam Morin, Inc. (DBM)

  • Consulting Psychologist

    • Jan 1993 - Jan 1995

    Conducted executive-level coaching and career counseling and testing & assessment for DBM San Francisco.

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  Lehman Brothers / Kuhn Loeb & Co.

  • Institutional Corporate Bond Salesman

    • 1975 - 1983

    Sold Corporate Bonds and other fixed-income securities to institutional buyers and state treasury funds. New York and San Francisco.

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  IBM

  • Marketing Representative

    • 1973 - 1975

    Sold mainframes to Wall Street brokerage houses and investment banks. NYCFuturist & Researcher at IBM Advanced Systems Development Division (ASDD), Yorktown Heights, NY