Experience

Phononic Inc

• United States
• Renewable Energy Semiconductor Manufacturing
• 1 - 100 Employee

• Chief Human Resources Officer

  • Oct 2021 - 2 years 3 months

  Raleigh-Durham-Chapel Hill Area Phononic is innovating solid state semiconductor solutions that sustainably transform refrigeration and cooling. Our unrivaled 'thermoelectric' approach is breaking the boundaries of semiconductor innovation to deliver unprecedented performance and sustainability. Phononic is transforming the way data is transmitted, life saving drugs and vaccines are stored and protected, and creating new merchandising opportunities for retailers and consumer brands.



Pacific Western Bank

• United States
• Banking
• 700 & Above Employee

• Executive Vice President, Head of Banking Operations

  • Oct 2020 - Jul 2021

  Raleigh-Durham-Chapel Hill Area Pacific Western Bank acquired Square 1 Bank in 2015. Pacific Western Bank is a $30 billion asset community, venture, and national lending bank providing a comprehensive suite of financial services to a wide array of clients, with offices located in key innovation hubs across the United States. Led the enterprise wide banking operations and customer success group consisting of business and consumer online banking, credit/debit card, F/X, Wire Operations, Account Analysis, and… Show more Pacific Western Bank acquired Square 1 Bank in 2015. Pacific Western Bank is a $30 billion asset community, venture, and national lending bank providing a comprehensive suite of financial services to a wide array of clients, with offices located in key innovation hubs across the United States. Led the enterprise wide banking operations and customer success group consisting of business and consumer online banking, credit/debit card, F/X, Wire Operations, Account Analysis, and ongoing product, operational and digital enhancements.

• Executive Vice President, Head of Tailored Solutions

  • Feb 2019 - Oct 2020

  Raleigh-Durham-Chapel Hill Area In addition to continuing with most of my former responsibilities, took on leadership of the newly created Tailored Solutions banking group. In this role, accountable to direct a national sales team and business focused on providing unique commercial banking solutions to later stage VC and PE backed companies, as well as receivables-based debt structures to companies of all sizes. Grew the business to over 1 billion dollars in deposits and over 800 million dollars in loan commitments, while… Show more In addition to continuing with most of my former responsibilities, took on leadership of the newly created Tailored Solutions banking group. In this role, accountable to direct a national sales team and business focused on providing unique commercial banking solutions to later stage VC and PE backed companies, as well as receivables-based debt structures to companies of all sizes. Grew the business to over 1 billion dollars in deposits and over 800 million dollars in loan commitments, while also improving all efficiency metrics.

• Executive Vice President, Venture Banking

  • Oct 2015 - Feb 2019

  Raleigh-Durham-Chapel Hill Area The Venture Banking Division of Pacific Western Bank (formerly Square 1 Bank), is a high growth boutique business dedicated exclusively to serving the financial needs of the venture capital community and entrepreneurs in all stages of growth and expansion, primarily in the technology and life sciences space. Promoted into role after Square 1 Bank was acquired by Pacific Western Bank in 2015. Responsible for leading the division strategy, sales, marketing, compensation, organizational… Show more The Venture Banking Division of Pacific Western Bank (formerly Square 1 Bank), is a high growth boutique business dedicated exclusively to serving the financial needs of the venture capital community and entrepreneurs in all stages of growth and expansion, primarily in the technology and life sciences space. Promoted into role after Square 1 Bank was acquired by Pacific Western Bank in 2015. Responsible for leading the division strategy, sales, marketing, compensation, organizational development and budget planning efforts. Integrated numerous functional areas into new corporate leadership and reporting lines, all while maintaining consistent levels of client service. Also have site leadership and business continuity responsibilities.

• Executive Vice President, Head of Human Resources

  • Oct 2014 - Oct 2015

  Raleigh-Durham-Chapel Hill Area Square 1 Bank was a fast growing venture bank serving the venture capital community and entrepreneurs in all stages of growth and expansion, primarily in the technology and life sciences space. Impactful senior leader during critical time for company as high growth demanded 200% increase in headcount, expanded geographic locations, creation of new products and lines of business, acquisitions, merger integration, enhanced Board and Compensation Committee expectations, and two capital… Show more Square 1 Bank was a fast growing venture bank serving the venture capital community and entrepreneurs in all stages of growth and expansion, primarily in the technology and life sciences space. Impactful senior leader during critical time for company as high growth demanded 200% increase in headcount, expanded geographic locations, creation of new products and lines of business, acquisitions, merger integration, enhanced Board and Compensation Committee expectations, and two capital raises including Initial Public Offering.

• Senior Vice President, Head of Human Resources

  • Sep 2012 - Oct 2014

  Raleigh-Durham, North Carolina Area

• Consultant

  • Sep 2011 - Sep 2012

  Raleigh-Durham, North Carolina Area



Triangle Chief Human Resources Officer Association

• Board Member, Board of Directors

  • Jan 2019 - Jan 2021

  Raleigh-Durham-Chapel Hill Area



JKCG, LLC

• Owner / Principal

  • Aug 2011 - Sep 2012

  Charlotte, North Carolina Area Full service business consulting practice with a primary focus on helping small and medium sized businesses with overall strategy, execution, scalable solutions, leadership, organizational effectiveness and human resources. Examples of Client Engagements: - Square 1 Bank, Durham, NC – Developed a Go to Market strategy and implementation, Banker / Client Manager organizational re-alignment, Incentive comp plan design, Executive Comp plan measurements and scorecards -… Show more Full service business consulting practice with a primary focus on helping small and medium sized businesses with overall strategy, execution, scalable solutions, leadership, organizational effectiveness and human resources. Examples of Client Engagements: - Square 1 Bank, Durham, NC – Developed a Go to Market strategy and implementation, Banker / Client Manager organizational re-alignment, Incentive comp plan design, Executive Comp plan measurements and scorecards - AvidXchange, Charlotte, NC – Conducted FLSA audit, overall HR strategy and growth work - Victory Solutions, Cleveland, OH – Formed a Strategic Plan, Staffing Plan and Roadmap to success - StudioThink, Cleveland, OH – Innovated a way to Productize metrics for clients - Apparo, Charlotte, NC – Created sustainable business plan for future growth Show less



ACN

• United States
• Telecommunications
• 700 & Above Employee

• Vice President, Human Resources & Corp Services

  • May 2008 - Aug 2011

  Charlotte, North Carolina Area Re-built and re-designed the global HR, Training, OD, Facilities and Corporate Travel functions for 1,300 employee global telecom, VoIP, technology and marketing company after headquarters were moved from MI to NC. - Pioneered leadership work that focused on executive team cohesion and operating as true business generalists, resulting in breakthrough financial results, doubling free cash flow from 2008 to 2009 - Led the company wide global project to create intranet utilizing… Show more Re-built and re-designed the global HR, Training, OD, Facilities and Corporate Travel functions for 1,300 employee global telecom, VoIP, technology and marketing company after headquarters were moved from MI to NC. - Pioneered leadership work that focused on executive team cohesion and operating as true business generalists, resulting in breakthrough financial results, doubling free cash flow from 2008 to 2009 - Led the company wide global project to create intranet utilizing Sharepoint - Launched first global Learning Management System - Created metrics around mobile devices, cutting spend by 25%;created metrics and management routines around headcount to drive leadership team to manage 5% vacancy rate - Transformed 401k program, partnered with new record keeper, streamlined administrative work, provided transparency and cut fund costs for participants by 50% Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Vice President, Global Human Resources

  • Aug 2006 - May 2008

  Charlotte, North Carolina, United States Senior Human Resources leader for 3 billion dollar revenue, 3,000+ employee Specialized Products group that consisted of Global Financial Institutions, Global Trade, Merchant Services, Leasing, Group Banking, Healthcare and Global Government businesses. Also had a rotation supporting the CFO group. - Accountable for taking 7 previously standalone business units and merging them into newly created Specialized Products group; promoted from Merchant Services HR leader to be the HR leader… Show more Senior Human Resources leader for 3 billion dollar revenue, 3,000+ employee Specialized Products group that consisted of Global Financial Institutions, Global Trade, Merchant Services, Leasing, Group Banking, Healthcare and Global Government businesses. Also had a rotation supporting the CFO group. - Accountable for taking 7 previously standalone business units and merging them into newly created Specialized Products group; promoted from Merchant Services HR leader to be the HR leader of this new group - Identified areas of synergy, created new management routines, selected new business leaders - Supported creation of Leasing joint venture between Bank of America and China Construction Bank, identifying ex-pats, negotiating terms of compensation and benefits Show less



Penske Logistics

• United States
• Truck Transportation
• 700 & Above Employee

• Director of Staffing and Organizational Development

  • Dec 2003 - Aug 2006

  Green Hills, PA Number two generalist role for 1 billion dollar revenue and 10,000+ employee global supply chain company, with primary focus on Organizational Development and Staffing. - Re-engineered the global succession planning process along with the selection and assignment of high potentials, as well as the annual high potential / executive leadership event - Led the HR function for Penske Logistics growth into the Asian marketplace including setting up a location in Shanghai… Show more Number two generalist role for 1 billion dollar revenue and 10,000+ employee global supply chain company, with primary focus on Organizational Development and Staffing. - Re-engineered the global succession planning process along with the selection and assignment of high potentials, as well as the annual high potential / executive leadership event - Led the HR function for Penske Logistics growth into the Asian marketplace including setting up a location in Shanghai, China - Created the first formal college relations and management training program for Penske Logistics that targeted five of the top ten supply chain schools in the US, with the ultimate goal of creating a bench of future management talent - Developed a Staffing Philosophy and Model for the organization that became the three year strategic plan for Human Resources, and executed on concepts of top-grading, executive development, and validated selection systems Show less



Kimberly-Clark

• United States
• Manufacturing
• 700 & Above Employee

• Labor Relations Manager

  • Mar 2002 - Dec 2003

  Philadelphia, PA Accountable for all Labor Relations at a 24 hour a day, seven day a week, 1,000 employee tissue manufacturing and converting plant, represented by the PACE union. - Developed and maintained positive progressive labor relations that enabled the workforce to achieve corporate and site objectives, and reduced grievances by over 70% per year - Successfully integrated a traditional craft based maintenance organization into a pay for skills High Performance Work System – operators doing… Show more Accountable for all Labor Relations at a 24 hour a day, seven day a week, 1,000 employee tissue manufacturing and converting plant, represented by the PACE union. - Developed and maintained positive progressive labor relations that enabled the workforce to achieve corporate and site objectives, and reduced grievances by over 70% per year - Successfully integrated a traditional craft based maintenance organization into a pay for skills High Performance Work System – operators doing maintenance work and mechanics learning operator work - Prepared for negotiation of a six year contract extension that included significant changes to the overall cost structure, including medical benefit changes and two-tiered wage systems saving the company money and avoiding a potential strike Show less



USFilter Corporation

• Regional Human Resources Manager

  • Jan 1997 - Mar 2002

  Promoted to run all Human Resources within the 550 employee northeast Consumer Water Business Group of USFilter, also known as Culligan Water. Territory extended from Virginia through Rhode Island, and included 15 branches that ranged from water bottling production plants to satellite service locations, as well as both union and non-union environments. - Responsibilities included, but were not limited to, employee relations, compensation, benefits administration, organizational… Show more Promoted to run all Human Resources within the 550 employee northeast Consumer Water Business Group of USFilter, also known as Culligan Water. Territory extended from Virginia through Rhode Island, and included 15 branches that ranged from water bottling production plants to satellite service locations, as well as both union and non-union environments. - Responsibilities included, but were not limited to, employee relations, compensation, benefits administration, organizational development, payroll, HRIS, staffing, health and safety, training, and mergers and acquisitions - Successfully partnered with the Division Managers to implement business changes including branch closings, business consolidations, and total staff upgrades - Established national college relations program that targeted each region of the US and attempted to increase visibility of the company as well as attract qualified entry-level candidates Show less