Office, Operations, Compliance and Brand Management for Coats Financial Planning. Registered Investment Advisor (Series 65) - KY / IN / FL

Part time Program Management in the Logistics and Transportation functions at GE Appliances. Specializing in Six Sigma principled data analysis, projects driving rate and shipment productivity, as well as working with IT to develop new functional tools to increase team productivity and shipment prediction.

Manage $250M+ transportation sourcing organization, responsible for all cost and quality metrics around finished goods delivery from factory to warehouse, warehouse to customer.

Lead and Owned Compliance encompassing Local Delivery, Transportation & Logistics, Warehousing, Call Center and Service functions. Successfully managed Up and Down throughout the function to create a culture of compliance, securing and safeguarding GEA’s credibility and integrity in the marketplace. Directly responsible for compliance activities at over 120 third party delivery agents, defining and implementing Standard Operating Requirements (SOR), audit and compliance processes based on Spirit & Letter as well as contractual requirements . Coached GE and supplier teams on critical compliance processes through Standard Operation Requirement development, data analysis, clear daily communication, and Gemba walks. Lead over 30 field investigations for installation compliance, defining methodology, incorporating requirements and managing communication with Legal, Ombuds, and Corporate Compliance as necessary. Owned finished goods response for C-TPAT, and data privacy for the function.

Responsible for Sourcing analysis and bid activities for the Local Delivery Distribution for Appliances.

Generated $25M of productivity during tenure in position, lauded as a Growth Hero for Distribution. Heavy hits include performing 4 successful truckload e-bids, executing projects to optimize truckload and rail volume out of our Los Angeles cross-dock facility, moving customer volume to the most efficient transportation methods, and building financial models to assist in Lowe's customer negotiations as delivery volume was moved from a store to RDC model.

Managed Transportation procurement and quality for Appliances distribution centers in the West Region.

Black Belt assigned to Distribution function. Developed 3rd party scrap accrual process, giving team full sight to costs. Developed the consumer field appliance replacement process.

Responsible for refrigeration and RAC product safety. Worked with technical teams and programs, preparing all data packages for UL, completed yearly refrigeration and factory agency certifications, responsible for Product Safety Training for Technology across all product lines.

Engineer on various refrigeration programs. Promoted to Team Leader for International design for new side by side unit, with a team of 4 engineers . Successfully led team through technical proof review, meeting performance, quality, and regulatory requirements for the international market.

Responsible for powertrain mounting component design for I4/I5 engine across 6 car lines and 2 trucks, both Ford and Mazda. Worked across a 3 continent (US / Germany / Japan) successful project team.

Completed 2 year rotational program with experience in engine design, manufacturing, powertrain calibration, NVH, and marketing.