Experience

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  Enterey Life Sciences Consulting

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

  • Director Of Operations @ Enterey Consulting

    • Aug 2022 - May 2024

  • Sr Managing Consultant

    • May 2020 - Aug 2022

  • Managing Consultant

    • Aug 2018 - May 2020

    Accelerating growth and enabling effective operations for Life Science companies through strategy definition and realization, operations optimization, and organizational change leadership.

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  CONNECT - San Diego

  • San Diego

  • Business Mentor- Volunteer

    • May 2018 - Aug 2022
    • San Diego

    CONNECT helps entrepreneurs with expert guidance, access to capital, and the business tools they need.Helping to create and scale great innovation companies through access to the resources that entrepreneurs & growing companies need most – People, Capital, & Technology.https://www.connect.org/

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  Operation Connect

  • Greater San Diego Area

  • Mentor- Volunteer

    • May 2018 - Aug 2022
    • Greater San Diego Area

    Operation Connect is a program that gives back to those who served our country. Our mission is to connect transitioning service members to business leaders, owners, and influential people in the community.

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  Chaucer Group

  • Greater San Diego Area

  • Principal Consultant

    • Oct 2016 - Apr 2018
    • Greater San Diego Area

    Location Experienced Change, Project, Program and Portfolio Management ConsultantsChaucer is an independent Change Management and Business Consultancy providing exceptional advice and support to clients in the delivery of:❖ Change Management Services❖ Project Management Services❖ Program and Portfolio Management❖ Business Strategy & Operations❖ Knowledge and Records Management❖ Bench-marking❖ Talent Management❖ Organizational Development Strategy❖ Benefits Management❖ Cost Reduction Programs❖ Mergers & Acquisitions❖ Technology IntegrationWe offer tailored solutions to deliver best value to our clients with highly successful outcomes, and have delivered over 3,500 assignments worldwide.My role is to support clients in delivering large programs of blended change through using my own skills and experience alongside that of the Chaucer talent pool.

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  LPL Financial

  • United States
  • Financial Services
  • 700 & Above Employee

  • Vice President, Enterprise Management Consulting, Business Consulting

    • May 2015 - Aug 2016

    • LPL Business Consulting program to bring lean and operations management solutions to LPL’s 30+ largest enterprises (comprising ~18% of LPL advisors and GDC). Functioned as virtual Chief Operating Officer (COO) for participating enterprises. • Developed and implemented project management template for mergers and acquisitions of ownership of large Offices of Supervisory Jurisdiction (OSJ); ensuring smooth transfer of ownership with no end client impact and uninterrupted and proper commissions being paid to financial advisors covered under the OSJ.

  • Executive Sponsor Veteran Employee Resource Group (ERG)

    • Jan 2014 - Jan 2016

    Executive Sponsor of Veteran ERG. Partnered with Travis Mann Foundation to assist veteran's transition from military service to civilian employment. Yearly volunteer to Stand Down San Diego http://vvsd.net/stand-down/ assisting homeless veterans with critical health and counseling services.

  • Vice President Corporate Strategy

    • Oct 2014 - May 2015

  • Vice President Service Value Commitment

    • Sep 2012 - Sep 2014

    Enterprise wide position focused on scalable solutions at both LPL home office and field based advisor offices.• Large Enterprise program – Resource on loan part time (25%) to LPL Business Consulting to bring lean and operations management solutions to LPL’s 30+ largest enterprises (comprising ~18% of LPL advisors and GDC) . Focused on organizational design, operational management, process improvement, and utilization of systems and automation to bring rigor and standardization to a rapidly growing and very important segment of LPL advisor business. Developed standard playbook of repeatable solutions for Hybrid RIA offices. Trained two additional lean resources in the large enterprise process to support program.• Lean Events Independent Advisor Offices– Developed pilot program to bring lean concepts and techniques to independent advisor offices and in return bring voice of the customer feedback to LPL home office processes for scalable solutions. Developed repeatable playbook of solutions to help advisor offices become paperless, better use office systems, and to establish repeatable and manageable operations processes.• Lean Events Home Office – Facilitated cross-organizational Kaizen Events that incorporated employee engagement and lean methodologies. Areas of impact include new hire on-boarding, client compensation, marketing regulatory review, legal contract submission, alternative investments, registrations, new client on-boarding, overlay portfolio management group, and corporate communications. Established visual management program at home office of LPL within account transfers and new accounts for onshore and off shore resources.• Home Office Process Optimization and Outsourcing – Project management for business process optimization in Commissions, Document Imaging and Transitions. Program management support for outsourcing efforts around ~600 FTE back office positions

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  San Diego California

  • Greater San Diego Area

  • Continous Improvement Leader in Lean Six Sigma and Business Process Improvement

    • May 2012 - Sep 2012
    • Greater San Diego Area

    Experienced continuous improvement leader with expertise in Lean Six Sigma, Facilitation, Training, and Program Management.

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  Deutsch Connectivity

  • Oceanside, CA and New York City

  • Director Deutsch Business System (DBS) North America and Asia

    • Jul 2011 - May 2012
    • Oceanside, CA and New York City

    • Managed a portfolio of continuous improvement (CI) projects and programs in all Deutsch business units (BUs) within the America and Asia regions (USA, Mexico, India, and China).• Managed, trained, and mentored 9 DBS Masters (Black-belt equivalents). • Responsible to ensure best practices were shared among the Deutsch BUs.• Responsible for conducting operational BU reviews with executive management and adjusting CI program as necessary to meet company’s objective.• Worked closely with the Global Sourcing and the Industrial Strategy organizations to assist in developing the future corporate footprint and strategies for corporate direction in all regions of the world.

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  PETCO Animal Supplies, Inc.

  • Greater San Diego Area

  • Business Process Improvement Manager (LSS Blackbelt), Operations

    • Sep 2008 - Jul 2011
    • Greater San Diego Area

    • Second LSS Blackbelt hired by newly formed Project Management Office at PETCO. Ground floor application and development of LSS in retail environment.• Drove cross functional teams on 2010 company wide initiative which identified and implemented $19M in savings and cost avoidance of labor across 1050 retail stores.• Provided leadership/mentoring/training to all levels and functions on the use and practice of Lean & Six Sigma methodology and tools. Developed and delivered non-technical LSS “White-Belt” training.• Partnered with senior level executives to identify process improvement opportunities and priorities. Facilitate and drove cross functional teams based on C-Level executive priorities.

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  US Oncology

  • Associate Director

    • Apr 2007 - Jul 2008

    • First LSS Blackbelt hired by newly formed Operational Excellence Department at US Oncology. Ground floor application and development of LSS in US Oncology. www.usoncology.com • Field based position leading teams to drive complex Lean Six Sigma projects in Oncology clinics throughout U.S. • Managing 3 Oncology Practices, Eugene OR, Portland OR, and Phoenix AZ (11 clinics total) in their Care Delivery Process and providing support to other Associate Directors in Texas and Maryland as needed.• Managing 1 Oncology Practice and 2 greenbelt candidates in Denver, CO (15 clinics) in the Drug Management Process.• Build and reach consensus with practice leadership (Oncology Physicians) concerning identified problem areas (measure and analyze) and pursing solutions (implement and control). • Change agent/coach to the LSS onsite lead and staff. • Train, mentor and coach staff in clinics on how and when to use Lean and Six Sigma Tools. • Implement process improvement recommendations and monitor performance and improvements in key metrics of Customer Satisfaction, New Cancer Pts/MedOnc, Labor $/RVU, and Drug Cost Ratio at clinic and practice levels.

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  Carefusion, formerly Cardinal Health and Alaris Medical Systems

  • Senior Engineer, Lean Six Sigma Black Belt

    • May 2002 - Apr 2007

    Lean Six Sigma Black Belt June 2006 – April 2007• Leader of three Black Belt Projects on Pyxis Connect Product Line with estimated annual savings of $8Million.• Leader of Two (2) Kaizen Events. Small Parts Inventory, Pyxis Connect Sales & Installation Process (5P).Manufacturing Lab Supervisor Jan 2004 – June 2006• Manage and instruct 7 Engineering Lab Technicians in the use of six sigma and lean tools to determine root-cause of Production and Field failures.Senior Manufacturing Process Engineer May 2002 – June 2006• Trained as Six Sigma Greenbelt (December 2003), Lean Six-Sigma Sponsor (Sept 2005), and LSS Black Belt (October 2006)• Responsible for Facilitating, Teaching, and Implementing process improvements efforts within company, with customers, and key suppliers.Facilitator• 2 Pyxis Kaizen Events. Customer Self service website and Sales Order “Configurator” Process• Sales Order Process @ Alaris; 2 ½ week lead-time to 4 ½ hours of value added process and reduced the actual travel distance of the contract document from 2,241 feet to just under 1200 feet.• Lean Pump Management Process at St Joe’s Hospital. Reduced pump travel distance by 50%, increased VA time by 5x, increased pump availability to 95%+ (allowed customer to return 40 rental pumps resulting in yearly savings of $72K).• Co-leader with Quality Dept on 3 Continuous Improvement teams (Injection molding, Keypad, PCBs)Lean Instructor• Taught Lean Basics, VSM & 5S to St Joe’s Hospital (Marshfield WI);• Taught VSM and SMED to key injection molded plastic part supplier which resulted in a >60% reduction (25days to 13days) of lead-time, average reduction of bin size of 50%.Implementation• Using Lean Tools reduced production line floor space (57%), workstations (59%) WIP (64%), and travel (40%).• Using DFMA analysis which resulted in >$20K hard cost savings per product line.• Using DFMA eliminated a workstation that was a repetitive stress hazard

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  General Dynamics

  • Senior Engineer

    • Aug 1990 - May 2002