Experience

Cloudtegic

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

• Co-Founder/Salesforce Practice Lead

  • Jun 2021 - Present

  Behind every email, website, and landing page there’s a strategic marketer, personalizing each and every part of your digital journey. We’re here to help those marketers build out their tech stack so they can focus the experience.



Trailblazer Accounting

• Founder

  • Jan 2023 - Present

  Des Moines, Iowa, United States Business Formation, Tax Advisory & Compliance, Payroll, Fractional CFO Services, A/R, A/P, Managerial Accounting



OpMentors

• United States
• Professional Services
• 1 - 100 Employee

• Engagement Project Manager

  • Feb 2021 - Present

  Engagement Manager for Certinia/FinancialForce Partner overseeing Financial Management, Revenue Management, and PSA implementations.



Basepoint Tax & Accounting

• United States
• Accounting
• 1 - 100 Employee

• Staff Accountant

  • Jul 2017 - Aug 2023

  Des Moines, Iowa Area Staff Accountant for accounting firm specializing in small businesses in the Des Moines, IA metro allowing business owners the time to work on the business versus in the business. Provide fractional CFO services and managerial accounting as well. o Provide bookkeeping and accounting functions to small business owners to give the current financial picture of their company status to enable them to make executive decisions. o Provide corporate and individual tax consultation and… Show more Staff Accountant for accounting firm specializing in small businesses in the Des Moines, IA metro allowing business owners the time to work on the business versus in the business. Provide fractional CFO services and managerial accounting as well. o Provide bookkeeping and accounting functions to small business owners to give the current financial picture of their company status to enable them to make executive decisions. o Provide corporate and individual tax consultation and services to small businesses and individuals. o A/P, A/R, Billing/Invoicing o Grown individual and corporate business by 15% year-over-year Show less



PM-ProLearn

• United States
• Professional Training and Coaching
• 1 - 100 Employee

• Client Advisor

  • Feb 2021 - Jul 2022

  Client Advisor assisting interested clients in enrolling for professional development courses and overall business development for 3 lines of revenue: PMI Chapters/Partnerships, Air Force Account Management, and Government Contracting for an ATP/SDVOSB organization. Professional Development courses include: PMP, CAPM, PMI-ACP, PMI-DA, SAFe SSM/PO and more expected in 2021.



Cheshire Impact

• United States
• Advertising Services
• 1 - 100 Employee

• Director Of Operations

  • Mar 2021 - May 2021

  Director of Operations for a Salesforce Consulting partner overseeing delivery KPIs, sourcing, recruiting, and hiring, Project Management processes, and marketing strategy.



Roycon

• United States
• Software Development
• 1 - 100 Employee

• Director Of Operations

  • Feb 2020 - Feb 2021

  Remote Transitioned into Director of Operations from previous position including duties such as: Finance, Accounting, Payroll, Operations Management, scaling company systems through process improvement, and scaling of staff including sourcing, recruiting and hiring. Also maintain duties as Senior Project Manager & Scrum Master for SI Salesforce Partner. Oversee project portfolio ranging from SB to GRB+ markets maintaining customer relations, and managing scope, time, and budget for several… Show more Transitioned into Director of Operations from previous position including duties such as: Finance, Accounting, Payroll, Operations Management, scaling company systems through process improvement, and scaling of staff including sourcing, recruiting and hiring. Also maintain duties as Senior Project Manager & Scrum Master for SI Salesforce Partner. Oversee project portfolio ranging from SB to GRB+ markets maintaining customer relations, and managing scope, time, and budget for several implementations. Help enforce agile/adaptive project management methodologies and best practices across the organization. Experience leading cross-functional teams including off-shore resources to deliver professional and managed services.

• Senior Project Manager | Scrum Master | Consultant

  • May 2019 - Feb 2020

  Remote Senior Project Manager & Scrum Master for Salesforce Certified Partner. Oversaw project portfolio ranging from SB to GRB markets maintaining customer relations, and managing scope, time, and budget for several implementations. Help enforce agile/adaptive project management methodologies and best practices across the organization. Also served in BSA and App Builder capacity where necessary on projects as well.



Johnson Controls

• Ireland
• Industrial Machinery Manufacturing
• 700 & Above Employee

• Salesforce Administrator

  • May 2019 - Apr 2020

  Salesforce Administrator Apprentice for Johnson Controls Federal Systems in Gov Cloud. Assisting with Enterprise level data cleanup initiative, data quality improvements, efficiency improvements, adding custom fields and adjusting record types and page layouts, and creating dashboards and reporting.



Vets2PM

• United States
• Professional Training and Coaching
• 1 - 100 Employee

• Chief Financial Officer

  • Aug 2016 - Feb 2019

  Developed, monitored, and evaluated overall corporate strategy with the CEO with emphasis on bottom line performance, working capital/cash flow, and meeting the organization's mission. Provided useful financial insights based on financial data to help make better decisions about formulating and executing strategy and exceeding KPIs. o Grown Annual Revenue at a rate of 82% year-over-year o Produced historical net profit margin of 26% o Increased cash on hand over 1000% since hire… Show more Developed, monitored, and evaluated overall corporate strategy with the CEO with emphasis on bottom line performance, working capital/cash flow, and meeting the organization's mission. Provided useful financial insights based on financial data to help make better decisions about formulating and executing strategy and exceeding KPIs. o Grown Annual Revenue at a rate of 82% year-over-year o Produced historical net profit margin of 26% o Increased cash on hand over 1000% since hire date o Helped create multiple revenue streams creating a high barrier to entry o Implemented several ERP implementations and improved processes to increase customer throughput and decrease overhead G&A expenses o Awarded several sole-source contracts for training under simple acquisition threshold Show less



Project Management Institute

• United States
• Professional Training and Coaching
• 700 & Above Employee

• Military Liaison Director

  • Dec 2015 - Jun 2017

  Olympia, WA The Military Affairs Director serves as a liaison between the chapter membership and personnel on local military installations by promoting membership benefits and creating project management awareness. The goal is to provide membership value by tapping into trained military leaders and veterans to grow general membership, increase certifications of members, provide networking and educational opportunities, and support transition activities.



Tacoma Public Schools

• United States
• Education Administration Programs
• 700 & Above Employee

• Project Manager

  • Jan 2015 - Feb 2017

  Tacoma, WA This position plans and manages the development of projects and system enhancement from concept through implementation; makes decisions on the project specifics; advocates for the use of project management best practices, standards, and processes to support the District’s efforts; is responsible for the success of District wide initiative using project management processes.



Saint Martin's University

• United States
• Higher Education

• Program Manager

  • Dec 2014 - Jun 2015

  Program manager for Microsoft software and systems academy. Liaison between aces, saint martins, and Microsoft. Developed curriculum, handled administrative responsibilities, administered proficiency testing, and coordinate d with professors in order to meet end learning objectives of the transition program and provided professional and personal mentoring to assist in career progression for transitioning veterans.



Microsoft Software and Systems Academy

• Class Leader

  • Aug 2014 - Dec 2014

  JBLM, WA Student Class Leader of the Microsoft Software & Systems Academy. Emphasis on Software Development Engineering Testing. Graduation from this program equates to a minor in Computer Science from Saint Martin's University.



US Army

• United States
• Armed Forces
• 700 & Above Employee

• Senior Operations Manager/Project Manager (E-7/Sergeant First Class)

  • Sep 2010 - Dec 2014

  JBLM, WA Served as Operations/Project Manager responsible for managing all training resources, professional schools, and budgets in excess of $10 million. • Served as senior advisor to executive-level management and briefed status of projects, availability of resources, and deliverables to higher echelons on a weekly basis. • Project management identifying resources, coordinating assets, performing risk analysis and mitigation, and advising and consulting executive-level management; •… Show more Served as Operations/Project Manager responsible for managing all training resources, professional schools, and budgets in excess of $10 million. • Served as senior advisor to executive-level management and briefed status of projects, availability of resources, and deliverables to higher echelons on a weekly basis. • Project management identifying resources, coordinating assets, performing risk analysis and mitigation, and advising and consulting executive-level management; • Program Manager of Command Language Program maintaining training records, scheduling annual refresher trainings, and processing payment proficiency orders for over 100 assigned personnel. • Implemented cost saving measures managing training resources allowing for a overall savings in excess of $1.2 million from annual budget. • Developed structured administrative tools and techniques to record, track, and coordinate schools and annual training requirements leading to 100% commendable inspection rating. • Responsible for mentoring, training, developing, and annual performance evaluations for a section of 70 employees including 3 junior supervisors.

• Technical Supervisor

  • Apr 2009 - Sep 2010

  Pyeongtaek, Gyeonggi-do, Korea Supervisor of 3 First-line supervisors, and 15 personnel, including 3 Republic of Korea Soldiers during daily mission operations ensuring the collection and dissemination of intelligence reports. Responsible for new operator training, oversight of intelligence collection, and quality assurance and control. • Trained 2 personnel to become operator-supervisors improving overall readiness and capabilities by 30 percent. • Developed and implemented an on-the-job training program of all… Show more Supervisor of 3 First-line supervisors, and 15 personnel, including 3 Republic of Korea Soldiers during daily mission operations ensuring the collection and dissemination of intelligence reports. Responsible for new operator training, oversight of intelligence collection, and quality assurance and control. • Trained 2 personnel to become operator-supervisors improving overall readiness and capabilities by 30 percent. • Developed and implemented an on-the-job training program of all newly-arrived operators which increased operator proficiency by 40%.

• Supervisor/Team Lead

  • May 2007 - Apr 2009

  Pyeongtaek, Gyeonggi-do, Korea Training Supervisor and Operations Manager responsible for planning, training, and coordination of resources to maintain overall readiness for section of 60 employees. • First Line Supervisor for 2 Junior Managers, and 20 direct reports, including 4 Republic of Korea Soldiers; provided training, career development counseling, and performance evaluations. • Maintained personnel database, training records, performance evaluations, and training schedules for 60 personnel.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• CORE Veteran Leadership Program & Fireside Chatter

  • Apr 2014 - Apr 2014

  Career Opportunity Redefinition & Exploration (CORE) Leadership Program at Deloitte University, in Westlake, TX to help armed forces members and veterans translate their skills, knowledge, and experiences into a business environment. • Implemented innovative networking strategies and communication techniques • Interacted and networked with Deloitte leaders as well as with professionals from the public and private sectors • Translated skills, knowledge and experiences from the… Show more Career Opportunity Redefinition & Exploration (CORE) Leadership Program at Deloitte University, in Westlake, TX to help armed forces members and veterans translate their skills, knowledge, and experiences into a business environment. • Implemented innovative networking strategies and communication techniques • Interacted and networked with Deloitte leaders as well as with professionals from the public and private sectors • Translated skills, knowledge and experiences from the military into a business environment Show less