Currently manage Valuation Services and Corporate Strategy. Efforts include development of strategic business planning models, valuation applications and new business development.Previously lead development and integration of several applications for the firm to encourage collaboration and knowledge transfer between DBI membership and their clients. AWS Serverless Application development and deployment of DBI CRM, DBI website and integration with Zoom, Outlook, and Amazon Cloud, Stripe… Show more Currently manage Valuation Services and Corporate Strategy. Efforts include development of strategic business planning models, valuation applications and new business development.Previously lead development and integration of several applications for the firm to encourage collaboration and knowledge transfer between DBI membership and their clients. AWS Serverless Application development and deployment of DBI CRM, DBI website and integration with Zoom, Outlook, and Amazon Cloud, Stripe eCommerce, Amazon Call Control, Google Analytics, back office contract data additions and Docusign integration. Show less

Real time data, exploration and analysis. Specifically the development/exploration of algorithmic trading/stock monitoring. The application design combines the use of near real time data with larger macro economic and other synthesized information for decision analysis and strategic hedging. Assignment has involved a multi-disciplinary view that encompasses not just the technical environment, but also macro-economic changes, exchange reorganizations and legal shifts in the financial industries.… Show more Real time data, exploration and analysis. Specifically the development/exploration of algorithmic trading/stock monitoring. The application design combines the use of near real time data with larger macro economic and other synthesized information for decision analysis and strategic hedging. Assignment has involved a multi-disciplinary view that encompasses not just the technical environment, but also macro-economic changes, exchange reorganizations and legal shifts in the financial industries. The use of near real time data has changed the dimensions of the project to become more responsive and less predictive in nature. Show less

Strategic development and design of applications with corporate groups seeking to link business practices with multi-modal, internet related, open-source communications in order to facilitate internal and external customer interactions. Drupal modifications and deployments.

Managed completion and deployment of new service line, C3. The C3 platform worked with relational tables structures to link customer call data (at that time was not VOIP) with internal relevant business data and process flow. Worked with offshore team coordinator and internal software development in finalizing the C3 application product. Facilitated internal team resources and skills on deployment and updates at existing beta sites. Responsible for division personnel, resource scheduling and… Show more Managed completion and deployment of new service line, C3. The C3 platform worked with relational tables structures to link customer call data (at that time was not VOIP) with internal relevant business data and process flow. Worked with offshore team coordinator and internal software development in finalizing the C3 application product. Facilitated internal team resources and skills on deployment and updates at existing beta sites. Responsible for division personnel, resource scheduling and monitoring of C3 application engagements. Continuously managed project expectations with team members and other stakeholders, including senior management and several large client accounts. Integration efforts demanded identification and communication of resource needs, potential risks, and development of contingency plans. Show less

Managed the operations of the practice as well as involvement in client strategic directives. Advanced web based, interactive marketing and linked existing client collateral to business development practices.

Marketing Manager and service line support for both, Merger and Acquisition practice (Corporate Finance) and Bankruptcy (Corporate Recovery Services) practice lines. Creation, development and deployment of the engagement profiling system for worldwide ABA practices to fulfill the needs of business development and to aid in strategic alliances. The system took advantage of worldwide DDF information and linked it with job proposal process and engagement post mortems. The EIS served as the… Show more Marketing Manager and service line support for both, Merger and Acquisition practice (Corporate Finance) and Bankruptcy (Corporate Recovery Services) practice lines. Creation, development and deployment of the engagement profiling system for worldwide ABA practices to fulfill the needs of business development and to aid in strategic alliances. The system took advantage of worldwide DDF information and linked it with job proposal process and engagement post mortems. The EIS served as the basis for the "best" practices initiative. For the first time, service line business development could zero in on talent and historical engagement studies to tailor proposal development or call upon in some cases, highly specialized talent of within the firm. The initiative was developed with the help of ACAT, an internal technology resource, and senior management and was eventually rolled out to several worldwide practice disciplines and offices. Development of the EIS required a cross functional view of enterprise engagements and detailed process flow of information from the proposal stage to engagement end. Training on the EIS was developed with the help of AAs St. Charles facility where I taught several classes. Data from the EIS furthered several research studies and strategic guidelines and formed the basis of the book "Best Practices" by Hiebeler, Kelly and Ketteman. Show less

Market research analyst. Worked with partnership in the development of research project design, collection and analysis. Worked on several customer satisfaction studies and the development of customer focused activity based models. CFAM studies sought to link customer valued attributes for a product or service to activities within organizations.

Assisted Brand Manager and VP of Marketing for Martini & Rossi Brands by reporting marketing information, budget reports and assistance in promotional events (Pavarotti Concert, Miami Grand Prix and James Bond "007" promotion). Assisted in the analysis of depletion and sales volume trends, using a variety of sources AC Nielsen, NRTI, BIDS and JobsonAnalyzed advertising media information including broadcast (media buys and insertions) and print placement.