Experience

Tops Marketplace

• United States
• Retail Groceries
• 1 - 100 Employee

• Co-Chief Executive Officer

  • Apr 2020 - Present

  Oversee all business and operations for privately held family business with sales of $10M+ and 50+ employees. Execute business strategy to achieve goals of expanding customer base, increasing sales, and improving operational efficiency to increase margins. Evaluate and execute on investment decisions to advance the business. Responsible for hiring and employee engagement. Develop and execute marketing strategy. Operate with an entrepreneurial mindset. Represent organization for civic responsibilities in community. Show less



United Technologies

• United States
• Aviation and Aerospace Component Manufacturing
• 700 & Above Employee

• Project Manager, International Tax Planning

  • Apr 2018 - Mar 2020

  Partnered with international tax planning managers to execute financial transactions and initiatives across large multinational enterprise conducting business in over a 70+ countries. Supported the separation of UTC into three separate public companies. Supported and led projects in transfer pricing and corporate governance. Partnered with international tax planning managers to execute financial transactions and initiatives across large multinational enterprise conducting business in over a 70+ countries. Supported the separation of UTC into three separate public companies. Supported and led projects in transfer pricing and corporate governance.

• Chief Operating Officer

  • Jul 2016 - Mar 2018

  Responsible for finance and operations for family business with sales of $5M. Executed upgrades to enhance store appearance and customer experience. Implemented new marketing strategy and logo. Evaluated and implemented new technology and process improvements. Lead department managers and 40+ employees. Increased gross margin by 4% by increasing specialty products to attract new demographic. Increased sales by 6% YOY. Responsible for finance and operations for family business with sales of $5M. Executed upgrades to enhance store appearance and customer experience. Implemented new marketing strategy and logo. Evaluated and implemented new technology and process improvements. Lead department managers and 40+ employees. Increased gross margin by 4% by increasing specialty products to attract new demographic. Increased sales by 6% YOY.



Virtus Investment Partners

• United States
• Financial Services
• 200 - 300 Employee

• Vice President, Business Initiatives

  • Oct 2014 - Jun 2016

  Led key business initiatives by assembling and leading cross-functional teams. Developed go-to-market plans for new product launches. Created marketing collateral to support non-US market. Identified and evaluated key operational risks and presented recommendations to management team.

• Assistant Vice President, Strategic Planning and Initiatives

  • Oct 2009 - Sep 2014

  Experienced chief of staff adept at quarterbacking day to day activities on behalf of CEO. Developed and executed strategic initiatives, managed business planning process, and participated in corporate board meetings. Evaluated strategic opportunities to support organic and inorganic growth. Participated in early stage evaluation of potential acquisitions. Coordinated due diligence and integration process. Developed and presented 5-year growth plan to expand distribution outside US market. Launched new product platform to create a global footprint; hired lead sales person. Show less



The Hartford

• United States
• Financial Services
• 700 & Above Employee

• Director, Product

  • Oct 2006 - Jan 2009

  Led development efforts to evaluate and launch products for retail investors. Researched and developed business plans for new product platforms and markets. Evaluated and prepared recommendations for strategic opportunities. Improved speed to market by 33% by formalizing product development process. Improved profitability of product line by eliminating or re-launching products at end of life cycle. Led development efforts to evaluate and launch products for retail investors. Researched and developed business plans for new product platforms and markets. Evaluated and prepared recommendations for strategic opportunities. Improved speed to market by 33% by formalizing product development process. Improved profitability of product line by eliminating or re-launching products at end of life cycle.



Phoenix Investment Partners

• Financial Services
• 1 - 100 Employee

• Vice President of Product Development

  • Aug 2003 - Oct 2006

  Led product development of financial products for large institutional investors. Evaluated and partnered with external money managers to create new products. Created sales and marketing collateral. Developed and implemented enterprise-wide investment oversight process for monitoring quality and consistency of products across multiple affiliates and product structures. Dedicated manager to team of 3 with strong commitment to employee development and growth.

• Vice President, Marketing and Director of Client Service

  • Jul 2000 - Aug 2003

  Dual role supporting two new business ventures: alternative financial products and international business development. Traveled to Luxembourg to support launch of new product for non-US investors. Supported client service and marketing efforts for two satellite offices based in the UK and Japan.

• Account Relationship Manager

  • Jul 1997 - Jul 2000

  Key relationship manager for Institutional investors


Fidelity Investments
• United States
• Financial Services
• 700 & Above Employee
• Associate Financial Representative

  • May 1995 - Jul 1997