Principal Partner

• Sep 2023 - Present

Strategic Leadership ▪ Collaborate with the executive team to define and execute the company's strategic vision and goals. ▪ Provide thought leadership and strategic guidance to shape the future direction of Stampa Solutions. ▪ Identify new market opportunities and emerging trends, and develop strategies to capitalize on them. Client Management ▪ Act as a trusted advisor to key clients, understanding their objectives and ensuring our solutions meet their needs. ▪ Build and maintain strong, long-term client relationships through regular communication and problem-solving. ▪ Monitor client satisfaction and gather feedback to drive continuous improvement. Operational Oversight ▪ Oversee the day-to-day operations of the organization, ensuring efficiency and effectiveness. ▪ Collaborate with department heads to streamline processes and improve operational excellence. ▪ Drive a culture of continuous improvement and innovation. Team Leadership and Development ▪ Lead and mentor a team of managers and professionals, fostering their growth and development. ▪ Set clear expectations, provide feedback, and recognize achievements. Compliance and Risk Management ▪ Ensure Stampa Solutions complies with all relevant laws, regulations, and industry standards. ▪ Mitigate risks by implementing appropriate controls and risk management strategies. Show less

Business Advisor

• Jun 2023 - Present

Business Advisor

• Mar 2020 - Present

Strategic Planning ◾ Develop customized business strategies and action plans to address client needs. ◾ Assist leadership teams in setting clear and achievable business goals. ◾ Provide guidance on market analysis, pricing strategies, and competitive positioning. Financial Management ◾ Assess and improve financial systems, including budgeting, forecasting, and cost control. ◾ Offer insights on financial performance, profitability, and cash flow management. ◾ Identify areas for cost reduction and revenue enhancement. Marketing and Sales Strategy ◾ Advise on marketing strategies, including digital marketing, branding, and customer acquisition. ◾ Help clients develop sales strategies, pricing models, and customer retention programs. ◾ Support the development of marketing collateral and campaigns. Compliance and Regulations ◾ Keep clients informed about industry regulations, certifications, and compliance requirements. ◾ Assist in obtaining necessary licenses and certifications. Technology and Innovation: ◾ Stay updated on HVAC industry trends, technologies, and innovations. ◾ Recommend and help implement technology solutions to improve business processes. ◾ Support management in adopting new HVAC technologies and practices. Client Relationship Management: ◾ Build strong, long-term relationships with clients through regular communication and trust-building. ◾ Provide ongoing support and follow-up to monitor progress and adjust strategies as needed. Show less

Director of Software Sales Engineer

• Oct 2018 - Sep 2023

I was given the privilege to launch a revolutionary new investment analyst product for Arria. This product offers advanced analytics to assist capitalmarkets with portfolio optimization and riskmanagement strategies, helping them make moreinformed decisions. It also creates intuitive visual presentations of the data, making it easy tointerpret, interact with and understand. As the leader of my customer enablement team, Iam absolutely driven by the reaction from businesses using Arria NLG solutions to provide effective automation through various BI platforms. My team of nine sales engineers and myself strive to implement the best practices we have acquired through our experiences with potential clients. I take great satisfaction assisting seniormanagement teams in product innovation as we continue to harness the collective enterprise pre-sales and post-sales capabilities that further benefitour customers. Show less

Business Partner

• Jun 2018 - May 2022

BI Lead Engineer- Investment and Risk Technology

• May 2017 - Oct 2018

During my role as Business Intelligence Specialist, I was responsible for leading multiple initiatives tomaximize the value of data and deliver data insights with tangible business outcomes.I worked closely with the project stakeholders to analyze various processes and develop efficient data pipelines. Utilizing a variety of analytics tools, I built models to transform raw data into meaningful information and provided in-depth insights.These solutions enabled the organization to correctly assess their performance, make well-informed decisions, which significantly improved their overall productivity. Show less

Sr. Data Engineer - Enterprise Shared Services

• Sep 2013 - May 2017

Sr. BI Consultant

• Sep 2012 - Sep 2013

Clients: 1.) Highmark Insurance Group 2.) American Eagle Outfitters As a team leads in BI engagements, I have beenresponsible for the development oversight of many projects. My role was to design and develop the data models,reporting frameworks, and ETL (extract transformload) procedures that would facilitate deliveringquality deliverables on time. I also coordinated onboarding sessions with clientsto ensure that the project requirements were discussed and agreed upon by all stakeholders. Furthermore, I provided direction and managementto other consultants such as developers, BA's, and architects which allowed us to collectively work efficiently towards the successful completion of these engagements. Show less

Sr. Business Intelligence Consultant

• Jan 2010 - Sep 2012

◾ Analyze complex educational data sets to extract valuable insights and trends. ◾ Create informative and actionable reports, dashboards, and visualizations to communicate findings to stakeholders. ◾ Collaborate with cross-functional teams to define and prioritize reporting requirements. ◾ Apply advanced statistical and machine learning techniques to solve complex educational challenges. ◾ Develop predictive and prescriptive models to support academic and operational goals. ◾ Collaborate with educators and administrators to translate analytical findings into actionable recommendations. ◾ Lead the development and execution of the DOE's business intelligence strategy. ◾ Identify opportunities to enhance data-driven decision-making across the organization. ◾ Stay updated on industry best practices and emerging trends in business intelligence and analytics. ◾ Establish and enforce data governance policies and procedures. ◾ Ensure compliance with data privacy regulations and security standards. ◾ Implement data quality control measures. ◾ Lead and manage business intelligence projects from inception to completion. Show less

Cognos Consultant

• Jun 2006 - Dec 2009

◾ Work closely with clients to understand their business requirements and data analytics needs. ◾ Conduct client interviews and workshops to gather requirements and define project scopes. ◾ Build strong relationships with client stakeholders. ◾ Design comprehensive Cognos-based solutions tailored to meet client objectives. ◾ Create data models, data source connections, and data transformation processes. ◾ Define report layouts, data visualization elements, and interactive dashboards. ◾ Develop and configure Cognos reports, dashboards, and interactive visualizations. ◾ Write and optimize SQL queries for data retrieval and transformation. ◾ Implement security measures to protect sensitive data.Monitor and optimize the performance of Cognos reports and dashboards. ◾ Identify and address bottlenecks in data retrieval and rendering. ◾ Implement best practices for query and report optimization. Show less