Experience

Associated Colleges of the South
• United States
• Higher Education
• 1 - 100 Employee
• Senior Vice President Operations and CFO

  • Sep 2019 - Present


National Collegiate Data Lab

• United States
• Education Administration Programs

• Founder and President

  • Jan 2016 - Present

  The National Collegiate Data Lab (NCDLab) is a nonprofit, nonpartisan organization dedicated to improving student access and choice to faith-based and independent higher education through applied research, product development, and professional service for college and university leaders. • Conducts and publishes research on student college choice and access. • Partners with individual colleges and universities to track and monitor the dynamics of the student choice process for that… Show more The National Collegiate Data Lab (NCDLab) is a nonprofit, nonpartisan organization dedicated to improving student access and choice to faith-based and independent higher education through applied research, product development, and professional service for college and university leaders. • Conducts and publishes research on student college choice and access. • Partners with individual colleges and universities to track and monitor the dynamics of the student choice process for that particular college. Emphasis is on understanding and encouraging good and successful matches between students and colleges. • Assists colleges to understand and use the standard data sources available to them to better identify their place in the higher education market and the students who are a best fit for their institution. • Provides access to specialized database and data analytics expertise, tools and services that are not readily available to small colleges. This is done through training, best practices and custom services, focusing on effective and ethical use of these technologies. • Emphasizes the creation of actionable and meaningful data analysis for presidents and senior administrators. Show less The National Collegiate Data Lab (NCDLab) is a nonprofit, nonpartisan organization dedicated to improving student access and choice to faith-based and independent higher education through applied research, product development, and professional service for college and university leaders. • Conducts and publishes research on student college choice and access. • Partners with individual colleges and universities to track and monitor the dynamics of the student choice process for that… Show more The National Collegiate Data Lab (NCDLab) is a nonprofit, nonpartisan organization dedicated to improving student access and choice to faith-based and independent higher education through applied research, product development, and professional service for college and university leaders. • Conducts and publishes research on student college choice and access. • Partners with individual colleges and universities to track and monitor the dynamics of the student choice process for that particular college. Emphasis is on understanding and encouraging good and successful matches between students and colleges. • Assists colleges to understand and use the standard data sources available to them to better identify their place in the higher education market and the students who are a best fit for their institution. • Provides access to specialized database and data analytics expertise, tools and services that are not readily available to small colleges. This is done through training, best practices and custom services, focusing on effective and ethical use of these technologies. • Emphasizes the creation of actionable and meaningful data analysis for presidents and senior administrators. Show less



Sequitur Solutions

• IT Services and IT Consulting

• President & CEO

  • Jan 2015 - Dec 2019

  Sequitur Solutions provides consulting services to companies and colleges on operational, strategy, data and analysis issues. Sequitur Solutions provides consulting services to companies and colleges on operational, strategy, data and analysis issues.



RuffaloCODY

• United States
• Writing and Editing

• Senior Vice President, Software Strategy

  • Jan 2014 - Jan 2015

  Responsible for developing strategies for software development in line with corporate goals and initiatives with a focus on global scalability and maximizing business value. Responsible for the development and execution of software/data transition plans whenever RuffaloCODY made acquisitions of other entities. Product Owner of (as well as advisor to) the development team technical leads regarding overall architecture of their respective products. Responsible for developing strategies for software development in line with corporate goals and initiatives with a focus on global scalability and maximizing business value. Responsible for the development and execution of software/data transition plans whenever RuffaloCODY made acquisitions of other entities. Product Owner of (as well as advisor to) the development team technical leads regarding overall architecture of their respective products.

• Senior Vice President, Enrollment Technology

  • Apr 2012 - 2013

  RuffaloCODY is the recognized leader in providing strategic fundraising, enrollment management services and software. Fundraising services include: management of student phonathons, on-campus and off-site calling programs, automated phonathon software, phonathon training and consulting services and planned giving identification programs. Enrollment management services includes: search, inquiry, qualification and a full complement of direct marketing services and tools. Delivering proven results… Show more RuffaloCODY is the recognized leader in providing strategic fundraising, enrollment management services and software. Fundraising services include: management of student phonathons, on-campus and off-site calling programs, automated phonathon software, phonathon training and consulting services and planned giving identification programs. Enrollment management services includes: search, inquiry, qualification and a full complement of direct marketing services and tools. Delivering proven results since 1991, RuffaloCODY is one of America’s fastest growing private companies with more than 3,500 employees in over 100 locations. Responsible for the continued development of Enrollment Manager for use as the delivery platform for RuffaloCODY enrollment management services, providing a unique market offering of integrated services and technology. Show less RuffaloCODY is the recognized leader in providing strategic fundraising, enrollment management services and software. Fundraising services include: management of student phonathons, on-campus and off-site calling programs, automated phonathon software, phonathon training and consulting services and planned giving identification programs. Enrollment management services includes: search, inquiry, qualification and a full complement of direct marketing services and tools. Delivering proven results… Show more RuffaloCODY is the recognized leader in providing strategic fundraising, enrollment management services and software. Fundraising services include: management of student phonathons, on-campus and off-site calling programs, automated phonathon software, phonathon training and consulting services and planned giving identification programs. Enrollment management services includes: search, inquiry, qualification and a full complement of direct marketing services and tools. Delivering proven results since 1991, RuffaloCODY is one of America’s fastest growing private companies with more than 3,500 employees in over 100 locations. Responsible for the continued development of Enrollment Manager for use as the delivery platform for RuffaloCODY enrollment management services, providing a unique market offering of integrated services and technology. Show less



422 Group, LLC / Admissions Lab

• Founder, President & CEO

  • Jun 2004 - Apr 2012

  ■ Software and data services for enrollment management and student recruitment in colleges and universities. ■ Responsible for management and direction of the company. ■ In partnership with Microsoft Corporation, developed a leading software tool for managing admissions and student recruitment, Enrollment Manager™, built on the Microsoft Dynamics CRM platform. ■ The assets of the company were purchased by RuffaloCODY in April 2012. ■ Software and data services for enrollment management and student recruitment in colleges and universities. ■ Responsible for management and direction of the company. ■ In partnership with Microsoft Corporation, developed a leading software tool for managing admissions and student recruitment, Enrollment Manager™, built on the Microsoft Dynamics CRM platform. ■ The assets of the company were purchased by RuffaloCODY in April 2012.



The College Board

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

• Senior Vice President

  • May 2002 - May 2004

  ■ Responsible for the College Board’s software and data products and services to all of higher education, covering enrollment management, admissions and student recruitment, financial aid, and educational loans. ■ Managed a budget of $55 million and a staff of 120 ■ Reporting areas included  - Software product development  - Program operations  - Professional services, including delivery, implementation, training, and consulting  - Marketing and sales to colleges and… Show more ■ Responsible for the College Board’s software and data products and services to all of higher education, covering enrollment management, admissions and student recruitment, financial aid, and educational loans. ■ Managed a budget of $55 million and a staff of 120 ■ Reporting areas included  - Software product development  - Program operations  - Professional services, including delivery, implementation, training, and consulting  - Marketing and sales to colleges and universities  - Business development, including partnerships and new product development ■ Key member of small corporate planning and implementation group that designed and managed a major corporate reorganization of the College Board into two primary business units, Higher Education and K-12. ■ Close and regular interaction with the President, CFO, and CIO of the organization for corporate budgeting and planning. ■ Regular and close interaction with the Board of Trustees for the College Board and a variety of member advisory groups as part of the leadership team. ■ Rationalized and aligned technology platforms for product development of the higher ed software and data products. ■ Reworked budget process and introduced five-year financial plans for all products.

• Senior Vice President

  • Feb 2001 - May 2002

  ■ Became Senior Vice President as part of acquisition of Sequitur Corporation by collegeboard.com. ■ Responsible for growing the solutions business to colleges and universities in the College Board’s technology subsidiary. ■ Worked across all areas of this start-up to establish operational processes and procedures as part of a four-person leadership team. ■ In 2002, collegeboard.com was reabsorbed into the primary College Board corporate structure.

• Senior Consultant

  • Jun 1984 - Jan 2001

  Worked closely with College Board staff to develop, market, sell and support advanced data services for colleges and universities, including the Enrollment Planning Service, the Admitted Student Questionnaire, Descriptor PLUS, Predictor PLUS and custom data services. In this role I conducted well over 300 college workshops across the country on enrollment management, data analytics, use of research in marketing strategy, information technology for higher education and the demography of… Show more Worked closely with College Board staff to develop, market, sell and support advanced data services for colleges and universities, including the Enrollment Planning Service, the Admitted Student Questionnaire, Descriptor PLUS, Predictor PLUS and custom data services. In this role I conducted well over 300 college workshops across the country on enrollment management, data analytics, use of research in marketing strategy, information technology for higher education and the demography of higher education and consulted at numerous universities.



Sequitur Corporation

• United States
• Higher Education

• Founder & President

  • Jan 1989 - Jan 2001

  ■ Software, data, and consulting services for enrollment management and student recruitment in colleges and universities. ■ Responsible for management and direction of the company. ■ Responsible for developing the premier software tool for managing admissions and student recruitment, Sequitur Recruitment PLUS. ■ Managed a profitable business with annual double-digit growth in the five years prior to its acquisition by collegeboard.com. ■ Managed close working relationship with… Show more ■ Software, data, and consulting services for enrollment management and student recruitment in colleges and universities. ■ Responsible for management and direction of the company. ■ Responsible for developing the premier software tool for managing admissions and student recruitment, Sequitur Recruitment PLUS. ■ Managed a profitable business with annual double-digit growth in the five years prior to its acquisition by collegeboard.com. ■ Managed close working relationship with Microsoft Corporation including joint sponsorship of a Technology Summit for college decision makers held on the Microsoft corporate campus in 1999, 2000, and 2001.

• President

  • Jun 1984 - Dec 1988

  ■ Established a successful enrollment management consulting practice working with over 150 colleges and universities around the country. ■ Began conversion of business from a consulting-based business to a product-based business with the initial development of Sequitur Recruitment PLUS. Designed and programmed the initial version of the software. ■ Provided loan program evaluations and provided technical support for computer operations for the National Center for Postsecondary… Show more ■ Established a successful enrollment management consulting practice working with over 150 colleges and universities around the country. ■ Began conversion of business from a consulting-based business to a product-based business with the initial development of Sequitur Recruitment PLUS. Designed and programmed the initial version of the software. ■ Provided loan program evaluations and provided technical support for computer operations for the National Center for Postsecondary Governance and Finance, a federally-funded research center at Columbia University, NY. ■ Designed and implemented microcomputer systems in the registrar, admissions, financial aid, doctoral studies, and placement offices at Teachers College, Columbia University.



McMurry University

• United States
• Higher Education
• 200 - 300 Employee

• Director of Admissions

  • Jun 1980 - Jun 1984

  ■ Direct management responsibility for professional and clerical staff including staff training and development, hiring and evaluation, salary and incentives, and coordination. ■ Implemented a minicomputer-based recruitment/admissions information system, including specification and design of system. ■ Increased freshman enrollment by 19% and raised the academic profile of the entering class during a challenging demographic period. ■ Chaired faculty Honors Program Subcommittee and… Show more ■ Direct management responsibility for professional and clerical staff including staff training and development, hiring and evaluation, salary and incentives, and coordination. ■ Implemented a minicomputer-based recruitment/admissions information system, including specification and design of system. ■ Increased freshman enrollment by 19% and raised the academic profile of the entering class during a challenging demographic period. ■ Chaired faculty Honors Program Subcommittee and Student Retention Task Force. Show less ■ Direct management responsibility for professional and clerical staff including staff training and development, hiring and evaluation, salary and incentives, and coordination. ■ Implemented a minicomputer-based recruitment/admissions information system, including specification and design of system. ■ Increased freshman enrollment by 19% and raised the academic profile of the entering class during a challenging demographic period. ■ Chaired faculty Honors Program Subcommittee and… Show more ■ Direct management responsibility for professional and clerical staff including staff training and development, hiring and evaluation, salary and incentives, and coordination. ■ Implemented a minicomputer-based recruitment/admissions information system, including specification and design of system. ■ Increased freshman enrollment by 19% and raised the academic profile of the entering class during a challenging demographic period. ■ Chaired faculty Honors Program Subcommittee and Student Retention Task Force. Show less