Experience

DoD SBIR STTR Program Office

• Armed Forces
• 1 - 100 Employee

• Outreach, Education, and Technology Transition Senior Analyst (Contractor)

  • Aug 2022 - Present

  The Department of Defense (DoD) Small Business Innovation Research (SBIR) and Small Business Technology Transfer (STTR) programs are Congressionally authorized small business set-asides established to support scientific excellence and technological innovation through investment of Federal research funds in critical American priorities to build a strong national economy.



Strategic Analysis Incorporated

• United States
• Defense & Space
• 100 - 200 Employee

• Outreach, Education, and Technology Transition Senior Analyst (DoD SBIR/STTR) - OUSD R&E

  • Aug 2022 - Present

  • Develop and implement outreach education plan, including online and social media components, to attract small businesses to the DoD SBIR/STTR program • Oversee design and production of marketing and education materials • Analyze and explore methods, processes, and tools that lead to success in the transition/commercialization of SBIR/STTR developed technologies in various technology areas and insertion scenarios • Assist with technology portfolio management according to the National… Show more • Develop and implement outreach education plan, including online and social media components, to attract small businesses to the DoD SBIR/STTR program • Oversee design and production of marketing and education materials • Analyze and explore methods, processes, and tools that lead to success in the transition/commercialization of SBIR/STTR developed technologies in various technology areas and insertion scenarios • Assist with technology portfolio management according to the National Defense Strategy focus areas, and other assigned categories • Assist with Technology Readiness Level assessment and facilitate technology demonstration, validation, and testing opportunities for small business concerns (SBCs) • Build relationships with Prime contractors and other government agencies to understand technology needs that SBIR/STTR performers can fulfill • Navigate complicated Technical and Business Assistance (TABA) legislation to provide a clear and concise method for implementing the program in compliance with Small Business Administration (SBA) • Mentor program participants to find end users and Phase III opportunities • Participate at various meetings, conferences, and other events designed to foster interchange and networking between SBCs participating in the DoD SBIR/STTR Programs, government acquisition program personnel, commercial contractors, and other stakeholders

• Business Consultant, Navy SBIR/STTR Transition Program (STP)

  • Sep 2016 - Aug 2022

  • Sized markets; determined the degree of customer interest; conducted strengths, weaknesses, opportunities, and threat (SWOT) analyses; and recommended transition strategies within the Department of Navy (DoN), other military services, and the commercial sectors as appropriate • Worked with market research team to scope projects and desired outcomes; analyzing resulting data • Developed strategic plans to address potential roadblocks and how best to bring products to market; focused on… Show more • Sized markets; determined the degree of customer interest; conducted strengths, weaknesses, opportunities, and threat (SWOT) analyses; and recommended transition strategies within the Department of Navy (DoN), other military services, and the commercial sectors as appropriate • Worked with market research team to scope projects and desired outcomes; analyzing resulting data • Developed strategic plans to address potential roadblocks and how best to bring products to market; focused on benchmarking/analytics, pricing, and the value proposition associate with features • Worked with clients to create various forms of marketing collateral to reinforce company brand and messaging in addition to highlighting capabilities and positioning to include brochures and presentations • Served as the Prime Initiative Liaison, working to building rapport/closer/stronger relationships and garnering sponsorship support for the annual DoN Forum for SBIR/STTR Transition (FST)



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Director, Advisory, Financial Management

  • Apr 2015 - Sep 2016

  Greater New York City Area As part of KPMG's Advisory team, my focus is on helping companies address their functional challenges and gain competitive advantages through revised strategies, reconsidered business models, technology innovation, talent investment, growth, effectiveness and efficiency. • Advised major life insurance company on global implementation of Embedded Value (EV) reporting, including preparation of reconciliations that provided comparisons between EV and other accounting bases (e.g., U.S. GAAP… Show more As part of KPMG's Advisory team, my focus is on helping companies address their functional challenges and gain competitive advantages through revised strategies, reconsidered business models, technology innovation, talent investment, growth, effectiveness and efficiency. • Advised major life insurance company on global implementation of Embedded Value (EV) reporting, including preparation of reconciliations that provided comparisons between EV and other accounting bases (e.g., U.S. GAAP and regulatory) for use in Regional and Enterprise Internal Management Reports • Acted as Project Manager for the design, development, and roll-out of knowledge transfer training for Embedded Value (EV) reporting • Acted as Project Manager for the clients Internal Audit review of financial materials/processes created as part of Embedded Value (EV) reporting; interfaced with internal and client Program Management Offices (PMOs) Strategy, Industrial Manufacturing Projects (inter-practice loan) • Conducted a competitive assessment for one of the largest American school bus manufacturers • Developed sales pitch for the world’s largest advanced ceramics company • Created a presentation to the C-level of an American global aerospace and defense technology company Show less



Dawnbreaker, Inc.

• Business Consulting and Services
• 1 - 100 Employee

• Business Acceleration Manager

  • Aug 2004 - Apr 2015

  Personally assisted over 110 firms in transition plan development, market and technology analysis as well as the development of sales and marketing materials. • Worked with products at various stages of development and market insertion • Provided clients with recommendations regarding strategies for market entry, intellectual property protection and partnering relative to a particular technology through the creation of 100+ market research reports • Created customized… Show more Personally assisted over 110 firms in transition plan development, market and technology analysis as well as the development of sales and marketing materials. • Worked with products at various stages of development and market insertion • Provided clients with recommendations regarding strategies for market entry, intellectual property protection and partnering relative to a particular technology through the creation of 100+ market research reports • Created customized questionnaires (Voice of the Customer) depending on which customers and end-users were being targeted in order to solicit primary feedback • Focused on the customers’ experiences with current products or alternatives within the category under consideration, i.e. what “pain” were they experiencing, price point sensitivity, product specifications, etc s • Utilizing secondary market research sources such as Hoover’s, Frost & Sullivan and analyst reports to provide information on the dynamics of the industry, how the market is segmented and competitors • Analyzed customer needs, market trends, potential ROI and competitor reaction • Performed analysis of potential licensees in order to gain insight into their history with respect to licensing, acquisition and divestiture and how clients’ technologies fit in with their corporate strategy • Developed business plans targeted towards venture capitalists and strategic partnerships • Developed Pro Forma financials (P&L, Cash Flow & Balance Sheet) • Created value propositions for each project and benchmarked it versus the competition • Created various forms of marketing collateral to reinforce company message and highlight capabilities and positioning • Acted as technology scout for Boeing • Facilitated match making between clients and military Primes, e.g. Raytheon and Northrop Grumman Show less



Element K (now Skillsoft)

• Program Manager

  • Oct 2003 - Jul 2004

  Element K offers content collections including e-Learning, e-Reference, instructor-led, and blended materials to provide learning and performance support in topic areas ranging from management skills to information technology skills to workplace compliance via SaaS and in-class training. Element K also provides custom learning program design, course development, and deployment. Element K has developed learning solutions for a variety of industries including Hospitality, IT, Manufacturing… Show more Element K offers content collections including e-Learning, e-Reference, instructor-led, and blended materials to provide learning and performance support in topic areas ranging from management skills to information technology skills to workplace compliance via SaaS and in-class training. Element K also provides custom learning program design, course development, and deployment. Element K has developed learning solutions for a variety of industries including Hospitality, IT, Manufacturing, Financial Services, Government Organizations and Training Centers. • Provided strategic partner accounts such as CompUSA and Macromedia with implementation support and ongoing communication for all Element K products (Courseware & Online) • Worked cross-functionally within Element K, which included working with the Implementation Team, Accounting, Indirect Sales, Customer Service and any other related group in coordinating and sustaining any new or strategic relationship • In order to make educated decisions regarding product recommendations and parameters for proposed licensing agreements, i.e. number of seats that must be sold, reporting requirements, training and technical support, etc required identifying the variables that go into the purchase decision and constant analysis of customer sales data Show less



Pfaudler, Inc. - A Unit of Robbins & Myers (now National Oilwell Varco Inc.)

• Materials Research Engineer

  • Jan 1998 - Oct 2003

  Conducted glass research and development on behalf of the product development team and managed smelting department’s production schedule, capital projects, and raw material and final product inventories • Interfaced with the respective vendors/contractors regarding quantities, timelines, specifications, etc • Performed quality control testing • Performed routine audits of inventories • Identified secondary raw material suppliers for purchasing team • Utilized statistical… Show more Conducted glass research and development on behalf of the product development team and managed smelting department’s production schedule, capital projects, and raw material and final product inventories • Interfaced with the respective vendors/contractors regarding quantities, timelines, specifications, etc • Performed quality control testing • Performed routine audits of inventories • Identified secondary raw material suppliers for purchasing team • Utilized statistical analysis of production results to identify areas of concern; subsequently, worked with quality control to formulate and then implement corrective actions – saved >$100k • Worked with an interdepartmental team to redesign a department’s process flow to allow for additional quality steps without reducing production capacity – saved >$50k • Manage customer relationships by acting as focal point for problem resolution • Utilized SYMIX ERP system to track inventory and to interface with other production areas Show less



Saint-Gobain Desjonquères (now SGD Group)

• Furnace Engineer

  • Jun 1996 - Dec 1997

  Ensured the consistent 24x7, 365 day operation of a 50 ton/day glass furnace, working cross-functionally with dependent and adjacent departments • Selected for and completed a three-month training program in Saint-Gobain Desjonqueres Plant in Mers-les-Bains, France • Part of the start-up team, which involved the training of a new work force (150 employees) • Monitored and trouble-shot various production systems • Created ordering & delivery tracking system • Utilized Fourth… Show more Ensured the consistent 24x7, 365 day operation of a 50 ton/day glass furnace, working cross-functionally with dependent and adjacent departments • Selected for and completed a three-month training program in Saint-Gobain Desjonqueres Plant in Mers-les-Bains, France • Part of the start-up team, which involved the training of a new work force (150 employees) • Monitored and trouble-shot various production systems • Created ordering & delivery tracking system • Utilized Fourth Shift ERP system to track inventory and to interface with other production areas Show less


Battelle, Pacific Northwest National Laboratory (DOE)
• Research Assistant

  • May 1995 - Aug 1995