Embedded Files
Our senior leader operates with a “Think Like an Owner” mantra to build collaborative teams, strong interdepartmental alliances, and scalable solutions. He has experience with e-commerce and brick ’n mortar start-ups, mid-size rebuilds, and worked in multi-national organizations.
He earns the respect of others by asking for input, inspires others to stretch past personal limitations, and challenges resources to critically think. His leadership style commands unwavering commitment, peak performance, and rewards producers with respect, growth opportunities, and healthy work-life balances.
BACKGROUND
BACKGROUND
2014 - 2018
Pacific Union Financial, Farmers Branch, TX
Vice President, Retail Business Support
- Built and managed department responsible for on-boarding retail branch offices and employees;
- Provided on-going program oversight, ensuring proper planning, approval, and seamless execution;
- Owned policy and procedure for on-boarding, off-boarding, branch office setup, branch relocation, licensure, and strategic co-branding initiatives;
- Supported branch recruiting efforts with proactive on-boarding expectations dialog;
- Cultivated rapport with employees, peers, and key stakeholders to build effective alliances;
- Influenced interdepartmental process and overall effectiveness through pro-active dialog, issue awareness, and iterative procedural refinements;
- Partnered with all levels of management to define and implement strategic initiatives; and
- Managed the program to pilot 2 vertical businesses - real estate and hazard insurance.
2011 - 2014
Xerox Services, Highlands Ranch, CO
Manager, IT Project Coordination & Process Improvement
- Worked with C-level management to implement strategic initiatives;
- Managed high-profile corporate initiatives in varying stages of the Software Development Lifecycle;
- Partnered with discipline owners to build and manage scalable helpdesk support, system development, customer implementation, and data migration processes;
- Managed small but critical team of Business Systems Analysts and Documentation Specialists responsible for business requirements, sizing, scheduling work, managing statements of work, issuing change orders, and building end-user documentation;
- Supported Sales, Development, and Information Technology organizations through active participation and expectations management of clients during pre-sales discussions and presentations; and
- Directly and indirectly managed employees across multiple functional areas including Development, Information Technology, Project Management, and Operations.
2009 - 2011
W. J. Bradley Mortgage Capital Corp., Denver, CO
Vice President, Project Management
- Directly and indirectly managed employees and contractors across multiple functional areas including the Project Management Office, Information Technology, Facilities, Sales, and Human Resources;
- Lead business unit owners in the creation and implementation of a streamlined New Hire Process that enhanced on-boarding experiences and reduced turn times by 21%;
- Spearheaded the collaborative development and implementation of a New Facility Process that enhanced the accuracy of project budgets and reduced timelines by 27%;
- Established Stakeholder consensus and accountability through the creation and use of standardized processes, timelines, budgets, and communications;
- Managed the Corporate Real Estate Services and Information Technology Project portfolio consisting of 229 New Facility Projects over 20 months;
- Co-managed the Independent Company Conversion Project portfolio consisting of 34 group on-boarding projects over 20 months; and
- Balanced project demands of up to 17 concurrent projects in various stages of completion and with varying degrees of complexity and constraints.
2008 - 2009
One Eighty Med Spa, Aurora, CO
Director, Marketing (Consultant)
- Headed effort to identify sales force deficiencies, developed innovative marketing strategies, and implement a budget conscious direct response marketing program;
- Implemented a customized reporting engine to track and analyze sales leads and customer lifetime values; and
- Created on-line, email, and telephone marketing campaigns.
2005 - 2008
Okuma Nutritionals, Broomfield, CO
Director, Program Mgt & Operations Technology (Contract to Perm)
- Initially engaged as a consultant from 2005 – 2007;
- Served as the department head overseeing Program Management, Information Technology, and Business Operations;
- Ensured operational readiness of company networks and systems, while providing necessary tools, processes and procedures to facilitate day-to-day operations;
- Established key vendor relationships that reduced monthly operating overhead by 37%;
- Sponsored and managed the on-time and under-budget implementation of a new ERP, CRM, and e-Commerce solution containing highly customized integration points; and
- Instituted new business processes and procedures across all functional areas, and provided training and mentorship to maximize benefits throughout the organization.
2006 - 2007
Hitachi Consulting Corporation, Denver, CO
Senior Consultant (Contract to Perm)
- Utilized knowledge, talents, and expertise to co-manage several on-site high-profile customer projects for industry leaders including Qwest and EchoStar;
- Created custom databases, SQL scripts, and DTS/SSIS packages to mine legacy data in search of revenue recovery opportunities;
- Helped to identify and resolve systemic problems that caused $56.8 million in commission overpayments and improper billing activities; and
- Transformed inexperienced project teams into strong, cohesive project teams by mentoring its members and encouraging team building events.
2005 - 2011
Schnell Enterprises, Highlands Ranch, CO
Managing Director
Provided general consulting and virtual CIO services to start-ups and small business owners looking to expand or automated portions of their businesses. Services included general PC support, small business server installations, custom database & workflow setup, and ERP system implementations.
Key customers included:
- Hitachi Consulting (contract to perm);
- Okuma Nutritionals (contract to perm);
- One Eighty Med Spa; and
- R.C. Sherwood Grain Company Inc.
1996 - 2006
Amdocs Broadband Cable & Satellite, Sacramento, CA
Senior Business Analyst
- Supervised the Special Projects and Implementations departments by directly and indirectly managing 22 employees – provided career growth planning, performance reviews, and expense oversight;
- Served as head SQL/MP team DBA responsible for production system preparations relating to major data extraction and transformation projects;
- Traveled extensively to provide on-site business consulting services for Comcast Cable, Adelphia Communications, Time Warner Cable, and Charter Communications; and
- Developed and maintained corporate metric reports for the company’s tier 1 call center environment.
EDUCATION
EDUCATION
DeVry University - Bachelor of Science
Business Operations | Business Finance & Process Engineering
A rigorous 3-year program teaching operations professionals how to build and manage production lines, schedule resources and materials, manage supply chains, effectively minimize inventory costs with, engineering streamlined processes to maximize throughput, and monitor progress through qualitative and quantitative measures.
While there was no formal association with Six Sigma or the Project Management Institute, there are shocking similarities between each's respective curriculum.
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