Helping Envestnet and their clients transform the way financial advice and wellness are delivered.

• Led the on-time delivery of three hardware products in a six month period by performing oversightof product launch activities delivered by Qumulo sales, customer success, product, marketing,engineering, operation teams, and Qumulo hardware partners• Implemented two new issue management processes with Qumulo’s partner HPE that improved theresolution of open technical issues and the certification of hard drives deployed in Qumulo/HPEhardware• Collaborate with product management to prioritize Qumulo file products and adapt program plansto drive customer delight and sales success• Partner with engineering teams to prioritize work efforts which solve the most important customerproblems

Client/Project Experience:HR/Benefits- Led the redesign and relaunch of the client’s global stock administration program, which included the incorporation of a second vendor option for employees, deployment a new employee-facing stock-centric web portal, oversight of the global communications plan and the upgrade of multiple administrative systems- Oversaw the client’s United States Benefits Open Enrollment, managing multiple new and existing service providers, employee-facing communication programs and the configuration and testing of the benefits administration toolIT Operations- Led a team of three to analyze the migration options to move 500+ applications and 1500+ servers to a new data center location and coordinated with diverse functional groups- Oversaw the migration of over 200 servers, minimizing down time and winning strong praise from IT leadership for mitigating the impact to end users, while managing a $5 million budget over two fiscal years and delivering all objectives $500,000 under budgetInterim Leadership- Performed staff management and development of a client’s Server Operations team and directed the day-to-day activities related to IT servers and storage- Managed a diverse team that included system engineers, testers and a project governance lead and developed a transition plan and new reporting structure for each employee within the client’s organizationIT Systems- Led the on-time implementation of a global intranet site and content management software (CMS) by leading a project team through the selection, configuration and testing of the CMS Internal Roles:Account Leader- Developed specific strategy processes to meet client’s strategic efforts- Responsible for client delivery and development of all associates on the account - Exceeded account revenue goals, resulting in sales growth from $1.7M (2018) to $3.3M (2020)1:1 Partner- Responsible for the professional and career development of 4 Point B associates

- Led the deployment of a new on-line ordering and management system to all Microsoft's campuses and resulted in reduced operational costs through head count re-allocation and improved data management- Oversaw the Point of Sale (POS) system, including quarterly system upgrades and maintenance of 110 terminals, 40 manager workstations and 2 application servers - Managed department which received Microsoft's 2003 Employee Services Group Technology Excellence award and was nominated for Microsoft's 2003 Vendor Technology Excellence award; selected from over 20,000 vendorsExperiencePoint of SaleCashless transactionsTeam LeadBudget OversightOrder Management Systems

- Coordinated strategic direction and project timeline of client applications Experience Project managementRelationship Management

- Managed the on-time release of online billing and reconciliation software while faced with a compressed development timeline- Directed the progress of two different 5-person development teams and delivered projects plans and technical and functional documentationExperienceOrder Management System Analysis and ImplementationTechnical Team LeadTechnical Project ManagementTechnical RequirementsProduct Management

- Configured supply chain software system to correspond to client’s business processes- Assisted client in business and information system process redesign to improve expenditures, productivity and operating procedures - Created documentation using Object Oriented Analysis and Data Modeling outlining the software's technical specifications ExperienceSupply Chain Configuration and ImplementationOperational Process Design System Training

- Expanded company from a single office with 2 employees to a multi-office, 22 employee company- Developed business plan for external presentations and internal use- Directed company which experienced first year sales growth of 650% and 350% annualized growth and obtained a 38% profit margin in first fiscal year and through second fiscal year- Managed operation and staff of 20-person office ExperienceBudget oversightOperational oversight (business plan development, office management, benefits/HR program)Recruiting and hiring of technical and business staff Executive Leadership