Experience

Trucking Association of Massachusetts (TAM)

• Executive Director

  • Dec 2018 - Present

  Greater Boston Executive Director responsible for all day to day operations of TAM. Represents the Organization to the community, funders, supporters, and the general public. Acts as the spokesperson for organization. Develops and implements operational plans, policies, and goals that further the mission of the organization. Creates strategic plan and annual budget. Directs and manages educational and membership programs and services. Leads webinars, conferences and board meetings. Acts as liaison between… Show more Executive Director responsible for all day to day operations of TAM. Represents the Organization to the community, funders, supporters, and the general public. Acts as the spokesperson for organization. Develops and implements operational plans, policies, and goals that further the mission of the organization. Creates strategic plan and annual budget. Directs and manages educational and membership programs and services. Leads webinars, conferences and board meetings. Acts as liaison between members and various government agencies. Conducts public relations and collaborates on lobbying activities. Leads and manages the Accounting and Membership staff. Ensures that financial goals are achieved and operating expenses are within budget. Show less



Northeast Consulting Group

• United States
• Design Services

• President

  • Jun 2016 - Present

  Boston MA Specializing in assisting companies / organizations identify demographic changes by providing new strategic direction, change management, and mission realignment. We assist executives and their senior staff to identify expansion opportunities within their target markets while maintaining their core objectives. We deliver strategic products and consulting services on various topics, issues, and concerns which include: * Executive Management review * Operational review * Quality… Show more Specializing in assisting companies / organizations identify demographic changes by providing new strategic direction, change management, and mission realignment. We assist executives and their senior staff to identify expansion opportunities within their target markets while maintaining their core objectives. We deliver strategic products and consulting services on various topics, issues, and concerns which include: * Executive Management review * Operational review * Quality Assurance review * IRS Compliance Issues * IRS Audit assistance * Software evaluation and design (Web, Social , Internal) Show less



Financial Counseling Association of America (formally AICCCA)

• President

  • 2014 - 2016

  Washington D.C. Metro Area Delivered senior leadership to provide extensive strategic and financial insight in directing all facets of association business, while working closely with staff and consultants to improve the association for members; reported directly to board of trustees. * Established a robust plan to improve associations’ brand image comprising redesigning of the logo, brand, and other facets, as well as directed the website creation for legislative marketing and for student loan… Show more Delivered senior leadership to provide extensive strategic and financial insight in directing all facets of association business, while working closely with staff and consultants to improve the association for members; reported directly to board of trustees. * Established a robust plan to improve associations’ brand image comprising redesigning of the logo, brand, and other facets, as well as directed the website creation for legislative marketing and for student loan education and counseling. * Steered the planning and implementation of the first national student loan counseling platform, represented the sector in multiple student loan governmental meetings throughout the U.S. * Ensured adequate availability of FCAA resources to HUD and other government agencies for various activities. * Served as an FCAA national media spokesperson. * Authored weekly advice column for CreditCards.com, Credit Wise. Show less



Take Charge America

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Sr Vice President

  • 2012 - 2014

  Phoenix, Arizona, United States Worked closely with CEO and senior staff; collaborating with both to strategize business growth and new product development initiatives. * Worked with TCA's IT staff regarding DMP platform modifications * Expanded TCA's Housing Cousneling programs * Launched TCA's Student Loan counseling program * Enhanced and grew TCA's banruptcy cousleig platform * Facilitated merger/acquisition discussions with various organizaions throughout the sector * Expanded TCA's industry… Show more Worked closely with CEO and senior staff; collaborating with both to strategize business growth and new product development initiatives. * Worked with TCA's IT staff regarding DMP platform modifications * Expanded TCA's Housing Cousneling programs * Launched TCA's Student Loan counseling program * Enhanced and grew TCA's banruptcy cousleig platform * Facilitated merger/acquisition discussions with various organizaions throughout the sector * Expanded TCA's industry connection with industry leaders Show less



credit.org

• United States
• Financial Services
• 1 - 100 Employee

• Sr. Vice President

  • 2009 - 2013

  Riverside CA Collaborated extensively with the CEO to strategize business and new product development, while driving all facets of operations. Selected Contributions: * Cooperated with the CEO to analyze, expand, and develop business models to enhance strategic business direction, which included acquisitions, mergers, expansions, and restructuring. * Partnered with managers across the organization to facilitate the strategic development of various plans including Student Loan Activities… Show more Collaborated extensively with the CEO to strategize business and new product development, while driving all facets of operations. Selected Contributions: * Cooperated with the CEO to analyze, expand, and develop business models to enhance strategic business direction, which included acquisitions, mergers, expansions, and restructuring. * Partnered with managers across the organization to facilitate the strategic development of various plans including Student Loan Activities, Attorney General Settlement proposals, Rental Counseling, Rent-to-Own counseling, and Foreclosure Prevention. * Reviewed assumptions and conclusions in various departmental plans; prepared analysis and critique for review by CEO. * Streamlined procedures, enhanced productivity and quality, and decreased costs throughout the organization by proposing and effectively implementing changes to the planning process and reporting systems. * Liaised with in-house counsel and department managers on all aspects of compliance issues. * Oversaw operational software migration from faulty in-house platform to new provider, negotiated upgrades to new provider systems to fulfill company needs, resulted in improving efficiency, reducing staffing levels, and increasing revenue. Show less



BK Navigator

• Software Development

• Chief Operating Officer

  • 2005 - 2009

  Boston MA * Designed, engineered and implemented one of the initial software platforms utilized (BK Navigator) for EOUST approved counseling agencies throughout the country. Assisted client agencies with staffing and execution of needed aspects to efficiently provide required services. * Formulated and submitted to U.S. Department of Housing and Urban Development all applications required for client agencies to obtain approval as Bankruptcy Counseling Agencies, this also included the creation of the… Show more * Designed, engineered and implemented one of the initial software platforms utilized (BK Navigator) for EOUST approved counseling agencies throughout the country. Assisted client agencies with staffing and execution of needed aspects to efficiently provide required services. * Formulated and submitted to U.S. Department of Housing and Urban Development all applications required for client agencies to obtain approval as Bankruptcy Counseling Agencies, this also included the creation of the entire Bankruptcy Counseling Work Plan for needy families. * Collaborated with agencies and their legal counsel to assist with IRS related issues and audits, while acting as the point person for multiple client agencies during various IRS examinations. * Leveraged extensive expertise in every aspect of operations and development to facilitate superior services for organizations service deliverables. Show less