Experience

EnhancedGEO / EGXFuels

• Board Member

  • Apr 2023 - 9 months

  North Carolina, United States EGX Fuels, a company which has invented a new green ammonia energy technology in the clean energy space



New Degree Growth

• United States
• Financial Services
• 1 - 100 Employee

• Chief of Staff

  • Oct 2022 - 1 year 3 months

  Raleigh, North Carolina, United States



Netsertive

• United States
• Marketing Services
• 1 - 100 Employee

• Vice President, Account Management

  • Jan 2021 - Feb 2023

  Morrisville, North Carolina, United States Located in Morrisville, NC, Netsertive is the leading digital advertising solution for multi-location businesses, helping them drive more leads and sales locally and online.



DealCloud, an Intapp Company

• Director of Enterprise Account Management

  • Apr 2019 - Jan 2021

  Raleigh, NC



Eli Global

• Investment Banking
• 1 - 100 Employee

• Director, M&A

  • Feb 2014 - Apr 2019

  Durham, NC Eli Global is a family office with a diversified portfolio that provides a broad range of products and services including: certification, training, market research, advertising, information services and cash flow management. Joined as the M&A Leader to develop and implement the end-to-end Merger and Acquisition process for a privately held holding company. Responsible for global adherence to all aspects of the M&A process and implementation guidelines. • Utilize process improvement… Show more Eli Global is a family office with a diversified portfolio that provides a broad range of products and services including: certification, training, market research, advertising, information services and cash flow management. Joined as the M&A Leader to develop and implement the end-to-end Merger and Acquisition process for a privately held holding company. Responsible for global adherence to all aspects of the M&A process and implementation guidelines. • Utilize process improvement experience to develop, implement and maintain a global M&A process to include lead generation, pre-acquisition qualification, due-diligence across multiple stakeholders and post-acquisition transition/integration • Collaborate across a diverse leadership portfolio of companies and functions to drive a discipline in customer engagement, follow up and documentation. • Meet with CEOs, owners and banking intermediaries to manage buy-side engagements to include deal structure, multi-stakeholder due diligence and post-acquisition transition • Led the design and implementation of a workflow solution to manage the global deal process from business development through to post transaction integration. • Ensure compliant usage of CRM and workflow solution for 250+ staff members Show less



S APartners USA, Incorporated

• Director

  • Aug 2012 - Sep 2013

  Raleigh, NC S A Partners is a leading global provider of Lean consulting and training services. With a Head Office near Cardiff, UK, and established businesses in the Republic of Ireland, Australia, and the USA we are dedicated to helping organizations around the world improve their performance by working to Lean principles. As Vice President of S A Partners USA, Inc. I was responsible for building the infrastructure and business development plan to support the growth of the practice in North… Show more S A Partners is a leading global provider of Lean consulting and training services. With a Head Office near Cardiff, UK, and established businesses in the Republic of Ireland, Australia, and the USA we are dedicated to helping organizations around the world improve their performance by working to Lean principles. As Vice President of S A Partners USA, Inc. I was responsible for building the infrastructure and business development plan to support the growth of the practice in North America. Established a 100% customer satisfaction, focused client engagement process. • Oversaw the day-to-day execution of the global strategy and project efforts working with regional directors to develop 3 – 5 year strategic objectives and develop annual goals and projects to deliver against the longer term plan. • Delivered Senior Management Leadership sessions to help companies develop and execute a growth strategy and review process to help develop, track and sustain goals. • Developed global business development plans and pipeline management process, pre and post-sale account management to include invoicing and collections. • Introduced a new concept and led the team to improve and update the corporate and regional websites, making them more competitive and reflective of corporate image. • Operational responsibilities included ongoing operational performance and reporting, internal stakeholder coordination.recruiting to include job posting, vendor coordination, and candidate screening, coordination all consulting schedules and resource deployment, and AP/AR management. Show less



PwC

• Professional Services
• 700 & Above Employee

• Manager & Chief of Staff, Advisory

  • Jan 2011 - Aug 2012

  Raleigh-Durham, North Carolina Area PwC Advisory helps organisations to work smarter and grow faster. They consult with companies to build effective organisations, innovate & grow, reduce costs, manage risk & regulation and leverage talent. Thier aim is to support clients in designing, managing and executing lasting beneficial change. Hired as the Chief of Staff to develop and implement growth and expansion strategies for a new Operations Performance Improvement practice being developed as an alternative to acquiring a… Show more PwC Advisory helps organisations to work smarter and grow faster. They consult with companies to build effective organisations, innovate & grow, reduce costs, manage risk & regulation and leverage talent. Thier aim is to support clients in designing, managing and executing lasting beneficial change. Hired as the Chief of Staff to develop and implement growth and expansion strategies for a new Operations Performance Improvement practice being developed as an alternative to acquiring a boutique consultancy firm. Areas of focus were recruiting, business development, communications and sector/solution strategy. • Introduced Strategy Deployment, Key Performance Metrics (KPIs), and a disciplined countermeasure process to gain alignment among the 5 Advisory competencies to drive a cross-sector/cross-solution growth strategy • Worked with leadership to develop the continuous improvement strategy for 150+ audit teams to improve PCAOB findings • Developed the project plan and implementation strategy for driving and accelerating quality and client value through tactical improvements in PwC’s US audit practice. • Led project execution teams in operations analysis and development of accounting process playbook with a large national account in preparation for a multi-system integration. • Managed a team of associates and senior associates responsible for documenting current state processes and identifying the future state improvements • Reporting project progress to client senior management requiring close coordination of multiple stakeholders (both internal and external) • Worked with cross line-of-service partners, directors and customer relationship managers to develop a better account management process and performance reporting. • Contributed to proposal development and deck presentations for new business opportunities. • Contributed to the development of marketing collateral for the continuous improvement service offerings Show less



TBM Consulting Group

• United States
• Business Consulting and Services
• 100 - 200 Employee

• Senior Leadership

  • Jul 1992 - Jan 2011

  Raleigh, NC TBM Consulting Group is one of the original North American Lean Consultancies. TBM has offices in North America, China, Europe, India and Brazil. Fifth employee hired in the company to develop and implement global growth and expansion strategies of this consulting company rooted in the fundamentals of LeanSigma. Senior leader with diverse experience in managing operations, business development processes, and customer intimacy. Developed all back office operations, customer launch… Show more TBM Consulting Group is one of the original North American Lean Consultancies. TBM has offices in North America, China, Europe, India and Brazil. Fifth employee hired in the company to develop and implement global growth and expansion strategies of this consulting company rooted in the fundamentals of LeanSigma. Senior leader with diverse experience in managing operations, business development processes, and customer intimacy. Developed all back office operations, customer launch and account management processes, opened four global offices to guarantee consistency of service and operating standards and was credited for developing the global standard of customer service and operational excellence which remains the cornerstone of TBM’s long term client loyalty and advocacy.

• Director -- Customer Service, Operations & Business Development, Dploy Solutions (SaaS software)

  • 2008 - 2011

  Durham, NC In 2008 TBM introduced a cloud-based management system that helps managers focus, monitor, measure and sustain improvement efforts with a real-time view of progress across the entire organization. Dploy Solutions supports critical management processes for strategy deployment, tracking KPIs, CI program alignment and knowledge management. Selected in 2008 by Board of Directors to develop, launch and grow an acquired SaaS solution business closely aligned to TBM’s suite of consulting… Show more In 2008 TBM introduced a cloud-based management system that helps managers focus, monitor, measure and sustain improvement efforts with a real-time view of progress across the entire organization. Dploy Solutions supports critical management processes for strategy deployment, tracking KPIs, CI program alignment and knowledge management. Selected in 2008 by Board of Directors to develop, launch and grow an acquired SaaS solution business closely aligned to TBM’s suite of consulting services. Drove product strategy, managed global sales team, developed global customer on-boarding process and training, and developed quality standards and metric tracking. • Developed the strategic plan and deployment of the corporate strategy at the software division level to meet corporate goals – 3-5 year plan and annual plan. • Ensured alignment across functional areas including board of directors, IT, sales, marketing and operations. • Led the overall corporate strategic and annual planning process to include seven global offices. • Consistently maximized consulting revenue opportunity in combination with software sale. • Delivered a $750K new revenue stream through new product value proposition to existing clients in 6 months. Business Development/Marketing • Directed global sales initiatives, targeting penetration of domestic and international accounts doubling the customer base in 6 months. • Strategic contributor to development of branding, marketing collateral and website design and content. • Managed a team of global business development managers. • Tripled sales pipeline in 8 months and drove conversion rate of 80% in new business opportunities. • Introduced and managed Salesforce.com expanding the use to the global business development team for the corporation – both consulting and SaaS business. • Developed sales key performance indicators (KPIs) and implemented visual management boards to track performance.



TBM LeanSigma Institute

• Director

  • 1998 - 2002

  Durham, NC This is the educational division of TBM that supports client transformation and drives profitable revenue growth through the delivery of Lean and Six Sigma training services. • Planned and flawlessly executed over 25 training seminars or executive meetings a year. • Developed Standard work for customer feedback which resulted in operational and delivery improvements. • Developed operational excellence program for global training teams tripling workshop attendance and revenue in… Show more This is the educational division of TBM that supports client transformation and drives profitable revenue growth through the delivery of Lean and Six Sigma training services. • Planned and flawlessly executed over 25 training seminars or executive meetings a year. • Developed Standard work for customer feedback which resulted in operational and delivery improvements. • Developed operational excellence program for global training teams tripling workshop attendance and revenue in the 1st year. • Managed the development, launch and maintenance of the E-Learning tool. • Managed instructor assignments and evaluation process. • Managed the development, launch and maintenance of a Lean Certification program. • Staff management to include sales, business development, administrative functions and customer service. Show less