Experience

Gen3 Marketing

• United States
• Advertising Services
• 100 - 200 Employee

• Chief Operating Officer

  • Mar 2022 - Present



Hero Digital

• United States
• IT Services and IT Consulting
• 300 - 400 Employee

• Senior Vice President, Corporate Development and Operations

  • Sep 2017 - Mar 2022

  Acquired by AEA Investors Manage internal operations: M&A, project management, IT, real estate, and corporate strategy; lead transformation of company operating model to support high growth, high profitability, and M&A goals Lead M&A sourcing, deal structure, and operational integration strategy; successfully acquired and integrated four companies in 20-month time frame Work across the executive leadership team to manage the annual planning process, outlining key… Show more Acquired by AEA Investors Manage internal operations: M&A, project management, IT, real estate, and corporate strategy; lead transformation of company operating model to support high growth, high profitability, and M&A goals Lead M&A sourcing, deal structure, and operational integration strategy; successfully acquired and integrated four companies in 20-month time frame Work across the executive leadership team to manage the annual planning process, outlining key objectives, strategic initiatives, and work plans to turn plans into reality Ensure all strategic initiatives are completed as planned and within budget with desired results accomplished Define and execute strategies to support large-scale growth while increasing profitability Establish policies that promote company culture and vision

• Vice President, Program Management and Operations

  • May 2015 - Sep 2017

  Delphic Digital (ACQUIRED BY HERO DIGITAL/CI Capital) Managed team of program managers, project managers, and business analysts; set comprehensive goals for performance Worked with large enterprise clients to manage end-to-end transformations; engagements span from digital strategy (discovery, user journeys/service design, and road map) to marketing (marketing automation and media) to design (creative through functional requirements) to development (engineering and process… Show more Delphic Digital (ACQUIRED BY HERO DIGITAL/CI Capital) Managed team of program managers, project managers, and business analysts; set comprehensive goals for performance Worked with large enterprise clients to manage end-to-end transformations; engagements span from digital strategy (discovery, user journeys/service design, and road map) to marketing (marketing automation and media) to design (creative through functional requirements) to development (engineering and process creation) to deployment (testing through implementation) Responsible for satisfaction, profitability, and growth of all client engagements within assigned portfolio Established delivery processes, including pipeline management, people allocation, financial measurement, hiring, and executive communication



Aurionpro

• India
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Vice President, Global Operations and Program Management

  • 2011 - 2015

  Lead $90MM business operating model transformation of systems, operations, and organization alignment for top-tier retirement plan services organization; transformation included system consolidation, new operating model, and organizational restructuring Oversaw day-to-day activities for global product and service lines P&L responsibility of $65MM Drove use of best practices across global operations, standardization of operations processes, and process reengineering, including… Show more Lead $90MM business operating model transformation of systems, operations, and organization alignment for top-tier retirement plan services organization; transformation included system consolidation, new operating model, and organizational restructuring Oversaw day-to-day activities for global product and service lines P&L responsibility of $65MM Drove use of best practices across global operations, standardization of operations processes, and process reengineering, including process optimization, Lean, and project management Oversaw and created business performance, delivery, and financial planning and analysis across global business Managed communication of business performance and financial progress through presentations and reports used in different forums (MBR, QBR, annual reports, escalations) Facilitated and executed global strategic planning—developed and managed execution and communication of short- and long-term strategic plans Provided recommendations to president, and implemented global goals, policies, and process controls covering operations, IT, HR, finance, and sales Ensured achievement of planned results by setting performance objectives and developing, coaching, mentoring, and managing performances of staff in successfully undertaking their job responsibilities Show less Lead $90MM business operating model transformation of systems, operations, and organization alignment for top-tier retirement plan services organization; transformation included system consolidation, new operating model, and organizational restructuring Oversaw day-to-day activities for global product and service lines P&L responsibility of $65MM Drove use of best practices across global operations, standardization of operations processes, and process reengineering, including… Show more Lead $90MM business operating model transformation of systems, operations, and organization alignment for top-tier retirement plan services organization; transformation included system consolidation, new operating model, and organizational restructuring Oversaw day-to-day activities for global product and service lines P&L responsibility of $65MM Drove use of best practices across global operations, standardization of operations processes, and process reengineering, including process optimization, Lean, and project management Oversaw and created business performance, delivery, and financial planning and analysis across global business Managed communication of business performance and financial progress through presentations and reports used in different forums (MBR, QBR, annual reports, escalations) Facilitated and executed global strategic planning—developed and managed execution and communication of short- and long-term strategic plans Provided recommendations to president, and implemented global goals, policies, and process controls covering operations, IT, HR, finance, and sales Ensured achievement of planned results by setting performance objectives and developing, coaching, mentoring, and managing performances of staff in successfully undertaking their job responsibilities Show less



Radian

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Business Analytics and Strategy

  • Jan 2010 - Jul 2011

  Transformed operations, sales, and marketing to customer segmentation model—service delivery, product offers, and sales goals based on customer profitability and potential opportunity; achieved number one market share in less than six months Launched enterprise-wide Voice of the Customer program—drove corporate change to improve satisfaction ratings, improve retention rates, and gain larger share of business from high-value customers; increased customer satisfaction rating by… Show more Transformed operations, sales, and marketing to customer segmentation model—service delivery, product offers, and sales goals based on customer profitability and potential opportunity; achieved number one market share in less than six months Launched enterprise-wide Voice of the Customer program—drove corporate change to improve satisfaction ratings, improve retention rates, and gain larger share of business from high-value customers; increased customer satisfaction rating by 27% Developed and implemented business and operational strategies utilizing market data Show less Transformed operations, sales, and marketing to customer segmentation model—service delivery, product offers, and sales goals based on customer profitability and potential opportunity; achieved number one market share in less than six months Launched enterprise-wide Voice of the Customer program—drove corporate change to improve satisfaction ratings, improve retention rates, and gain larger share of business from high-value customers; increased customer satisfaction rating by… Show more Transformed operations, sales, and marketing to customer segmentation model—service delivery, product offers, and sales goals based on customer profitability and potential opportunity; achieved number one market share in less than six months Launched enterprise-wide Voice of the Customer program—drove corporate change to improve satisfaction ratings, improve retention rates, and gain larger share of business from high-value customers; increased customer satisfaction rating by 27% Developed and implemented business and operational strategies utilizing market data Show less



Advanta Bank Corp.

• Financial Services
• 1 - 100 Employee

• Held Various Leadership Positions (VP of Operations, VP of Transformation, Director of PMO)

  • 2002 - 2010

  Advanta was a top 5 issuer of business purpose credit cards to small businesses and business professionals. Created all policies, procedures, and processes to establish the Project Office including ideation, project initiation, prioritization, capacity planning, and change management. Implemented a company-wide process control review process for all “High Risk” processes and systems. Presented findings and recommendations to the Board, Executives, and Audit Committee. Resulted… Show more Advanta was a top 5 issuer of business purpose credit cards to small businesses and business professionals. Created all policies, procedures, and processes to establish the Project Office including ideation, project initiation, prioritization, capacity planning, and change management. Implemented a company-wide process control review process for all “High Risk” processes and systems. Presented findings and recommendations to the Board, Executives, and Audit Committee. Resulted in 40 control enhancements, increasing throughput by 90% within the first 12 months. Created new marketing department from ground up that reduced direct marketing life cycle/time to market by more than 70% while keeping costs flat and increasing customer satisfaction Developed corporate reorganization; reduced operating costs by $100 million with no interruption to workflow Overhauled customer retention and collections strategies, systems, processes, and personnel leading to improvement over 12-month forecast of greater than $30 million; improved liquidation in early-stage delinquency by 30%; oversaw staff of 200+ (including 13 domestic agencies and 2 offshore) Show less Advanta was a top 5 issuer of business purpose credit cards to small businesses and business professionals. Created all policies, procedures, and processes to establish the Project Office including ideation, project initiation, prioritization, capacity planning, and change management. Implemented a company-wide process control review process for all “High Risk” processes and systems. Presented findings and recommendations to the Board, Executives, and Audit Committee. Resulted… Show more Advanta was a top 5 issuer of business purpose credit cards to small businesses and business professionals. Created all policies, procedures, and processes to establish the Project Office including ideation, project initiation, prioritization, capacity planning, and change management. Implemented a company-wide process control review process for all “High Risk” processes and systems. Presented findings and recommendations to the Board, Executives, and Audit Committee. Resulted in 40 control enhancements, increasing throughput by 90% within the first 12 months. Created new marketing department from ground up that reduced direct marketing life cycle/time to market by more than 70% while keeping costs flat and increasing customer satisfaction Developed corporate reorganization; reduced operating costs by $100 million with no interruption to workflow Overhauled customer retention and collections strategies, systems, processes, and personnel leading to improvement over 12-month forecast of greater than $30 million; improved liquidation in early-stage delinquency by 30%; oversaw staff of 200+ (including 13 domestic agencies and 2 offshore) Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Senior Project Manager

  • 2000 - 2002