Experience

Upland Advocacy
• Insurance
• 1 - 100 Employee
• President

  • Oct 2023 - Present


Imagine360

• United States
• Insurance
• 400 - 500 Employee

• Head of Employer Risk and Pharmacy Strategy

  • Oct 2023 - Present

• Chief Strategy Officer

  • Jan 2022 - Oct 2023

• Senior Vice President Innovation

  • Dec 2018 - Jan 2022

  Identify and evaluate opportunities for innovative growth, develop impactful market-changing solutions, and facilitate how those offerings are brought to the market to ensure seamless execution with clients and partners.

• Chief of Staff

  • Jul 2017 - Dec 2018

  Responsible for facilitating activities of the Executive Leadership Team while working closely with functional leaders to develop, oversee, and support the implementation of cross-functional programs and projects supporting ELAP’s strategic vision, mission and short/long term goals.

• Senior Director of Strategic Initiatives

  • Apr 2016 - Jul 2017

  Developed, oversaw and supported the implementation of multiple complex, cross-functional programs and projects supporting ELAP’s vision, mission and short-/long-term goals. Worked closely with senior leadership to provide an entity-level view of high priority financial and operational performance indicators to shape ELAP’s strategic agenda and close the performance gap between the ‘as is’ and the ‘to be’.

• Senior Director of Client and Member Services

  • May 2014 - Apr 2016

  Enabled and empowered a team of seasoned client relationship and customer service professionals charged with establishing and developing strategic client and member relationships as a valued business partner. Collaborated with all client facing vendors to ensure a high service level was maintained to consistently meet and exceed client and member expectations.



NRG Energy

• United States
• Consumer Services
• 700 & Above Employee

• Senior Director, NRG Retail Change Integration

  • Jan 2013 - Nov 2013

  Responsible for development of a national change integration role over a newly established NRG Retail organization representing more than 2 million customers with nearly 60 TWhs of electricity supply. Acted as program manager and controller for the NRG Retail Integration. Established a two phase integration program for the acquisition of a demand-response capacity business coordinating cross-functional integration activities. Responsible for development of a national change integration role over a newly established NRG Retail organization representing more than 2 million customers with nearly 60 TWhs of electricity supply. Acted as program manager and controller for the NRG Retail Integration. Established a two phase integration program for the acquisition of a demand-response capacity business coordinating cross-functional integration activities.



Energy Plus Company

• United States
• Utilities
• 1 - 100 Employee

• Senior Director, Project Management Office

  • Aug 2012 - Jan 2013

  Led team of experienced project management professionals responsible for a variety of initiatives, from developing custom data analysis tools to launching new products, in support of a dynamically evolving business environment.

• Controller

  • Jun 2009 - Jul 2012

  Established an accounting and financial reporting function to address the demands of a company growing from $50MM to over $350MM in annual revenues over 3 years. Participated in the sale-side of the $200MM acquisition of Energy Plus by NRG Energy in 2011, including ‘roadshow’ meetings, coordination of due diligence efforts, purchase agreement negotiations and final deal transaction execution.



PwC

• Professional Services
• 700 & Above Employee

• Assurance Manager

  • Jul 2001 - May 2009

  Directed multiple on-going complex assurance engagements requiring the coordination of domestic and international audit teams. Assisted clients in the research and application of complicated accounting matters. Directed multiple on-going complex assurance engagements requiring the coordination of domestic and international audit teams. Assisted clients in the research and application of complicated accounting matters.