Experience

DDR

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Managing Director

  • Jun 2023 - Present

  Operations and Financial Services, primarily for Lower and Middle Market Companies. Companies and investors turn to DDR and its integrated approach to make change and achieve results. DDR provides transaction advisory, operational, and financial performance improvement to lower and mid-market companies. Operations and Financial Services, primarily for Lower and Middle Market Companies. Companies and investors turn to DDR and its integrated approach to make change and achieve results. DDR provides transaction advisory, operational, and financial performance improvement to lower and mid-market companies.



American Virtual Cloud Technologies

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Chief Executive Officer

  • Aug 2022 - May 2023

• Chief Transformation Officer

  • Apr 2022 - Aug 2022



Navigation Capital Partners

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Managing Director, Operations

  • Mar 2021 - Mar 2022



Self-employed

• Managing Director

  • Oct 2020 - Mar 2021

  * Leading a global organizational and strategy review for a public company * Leading the post-merger integration process for two portfolio companies recently acquired by a PE firm * Leading the Series A capital raise process for a space and water heating technology company * Board member (since 2003) for Beckett Thermal Solutions, a family-owned company in the combustion technologies sector. * Leading a global organizational and strategy review for a public company * Leading the post-merger integration process for two portfolio companies recently acquired by a PE firm * Leading the Series A capital raise process for a space and water heating technology company * Board member (since 2003) for Beckett Thermal Solutions, a family-owned company in the combustion technologies sector.



Investcorp

• Financial Services
• 400 - 500 Employee

• Managing Director

  • Oct 2017 - Sep 2020

  Managing Director and Head of Post-Acquisition for Investcorp’s North American Private Equity Group. Established and managed the post-acquisition program for a portfolio of 10-12 middle-market companies, with an AUM of approximately $2 billion. Guided portfolio-wide value creation efforts and served as hands-on Operating Partner/board member for two portfolio companies (including interim CEO of Sur La Table). Developed and managed a comprehensive performance management program for the portfolio. Show less



Arcapita

• Bahrain
• Investment Management
• 100 - 200 Employee

• Managing Director - Global Head of Portfolio Management

  • 2014 - Sep 2017

• Director, Portfolio Management

  • Feb 2006 - 2014

  As Director of Portfolio Management for Arcapita's US Private Equity Group, I have board-level responsibility for the firm's US portfolio (currently comprised of seven middle-market companies that span several different industries and generate $300 million in EBITDA). In this role, I am responsible for the performance of each asset and for facilitating all strategic, operational, and people processes across the portfolio. Efforts have directly contributed to 6-7 successful exits. Served as co-CEO of PODS ($300 million in revenues) for 7 months in 2012 during search for permanent CEO. Show less



FirstEnergy

• United States
• Utilities
• 700 & Above Employee

• SVP, Business Development & Performance

  • 2004 - 2005

  Responsible for overall corporate strategy and financial planning efforts across the corporation (corporate financial planning, business unit performance management, capital management ($1 billion annual capital spend), mergers/acquisitions/divestitures, growth strategies, and strategic technology applications). Responsible for overall corporate strategy and financial planning efforts across the corporation (corporate financial planning, business unit performance management, capital management ($1 billion annual capital spend), mergers/acquisitions/divestitures, growth strategies, and strategic technology applications).



FirstEnergy

• United States
• Utilities
• 700 & Above Employee

• President, Ohio Edison Company

  • 2002 - 2003

  Held responsibility for 700-employee organization providing electricity service to 500,000 retail customers (residential, commercial and industrial) across a 5-county area. Scope of responsibilities included all aspects of electric distribution, revenue operations, and customer services. Overall operating budget of approximately $75 million for staff and equipment, excluding cost of electricity delivered over the transmission and distribution network.

• SVP, Shared Services

  • 2001 - 2002

  Held responsibility for 1100 employees, including all Information Technology, Supply Chain, technology ventures/investments, and unregulated telecom operations. Transformed the shared services organization into a financially and strategically focused organization. Led highly successful $100 million SAP implemenation (300 team members over 18 months).

• VP, Merger Integration

  • 2000 - 2001

  Designed and led overall program of merger integration of GPU (Morristown, NJ) into FirstEnergy. Led a program of nearly 20 teams comprised of 300 employees, responsible for analyzing/capturing all merger synergies and for developing growth strategies enabled by combining these two large investor-owned utilities.

• VP, Business Planning & Ventures

  • 1999 - 2000

  Assumed responsibility for the corporation's business planning group, ventures portfolio, FirstEnergy Telecom, and e-business initiatives.



McKinsey & Company

• Business Consulting and Services
• 700 & Above Employee

• Consultant

  • 1989 - 1999

  Served energy industry companies and suppliers throughout North America, Europe, and South Africa, on a full range of strategic, operational and organizational issues. Became lead partner for McKinsey's relationship with FirstEnergy (previously Ohio Edison), advising the CEO and management team on a broad scope of matters related to the company's strategy and performance. Served as co-leader of the firm's North American Electric Power/Natural Gas practice. Throughout career with McKinsey, developed cross-industry expertise in several areas beyond the energy industry - i.e., change management, strategic marketing segmentation, core process redesign, and supply chain management. Ultimately left McKinsey to accept an offer to join the senior management team of FirstEnergy, my primary client for my final six years at McKinsey. Show less



US Army

• United States
• Armed Forces
• 700 & Above Employee

• 2LT/1LT/CPT

  • 1982 - 1987

  Company commander, engineering/construction company (150 personnel); selected as aide-de-camp for commanding general, US Army Corps of Engineers, Pacific Ocean arena. Earlier in career, held a variety of troop leadership positions in the 84th Engineer Battalion and was selected to lead a civic action team for a 6-month deployment to the Pacific Island of Pohnpei. Company commander, engineering/construction company (150 personnel); selected as aide-de-camp for commanding general, US Army Corps of Engineers, Pacific Ocean arena. Earlier in career, held a variety of troop leadership positions in the 84th Engineer Battalion and was selected to lead a civic action team for a 6-month deployment to the Pacific Island of Pohnpei.