Osaic is one of the largest networks of wealth management professionals in the U.S., servicing more than 11,000 advisors, and overseeing more than $500 billion in client assets. With more than 2,000 employees and headquartered in Phoenix, AZ, the firm is mission-driven to support the heroic role that advisors can play in the lives of their clients, offering securities and investment advisory services through its Osaic subsidiaries.

Leading a team of sourcing managers, e-Sourcing resources, and analytics center of excellence to increase spend under management, strategic influence, and cost reductions for a $1B portfolio of indirect expenditures. Designed and implemented reporting capabilities and sourcing protocols to enhance effectiveness and project cycle times. Reporting lines to SVP and CFO. • Leveraged strategic sourcing strategies to reduce annual operating expenses by $30MM (9%)• Rebranded Indirect Procurement Services and increased spend under management to exceed $350MM while positively impacting a broader group of functions across the organization.• Collaboration with private equity ownership to execute against $45MM in cost reductions• Co-lead integration planning for Sysco merger, from organizational design to day-one readiness with objectives to reduce operating expenses by $100MM and manage a $3B indirect portfolio across the organization (merger was blocked by FTC, 2015). • Lead consultations with executive leadership and subject matter experts across multiple business functions and within a matrix organization to execute category strategies. Collaborate with executive leadership and subject matter experts across multiple disciplines to refine and execute category strategies.• Empowered to drive sourcing projects to reduce costs w/ appropriate levels of quality and service.• Large contract negotiations including $750K consulting support resulting in a 20% reduction, automobile reimbursement and taxation reorganization to accelerate $10MM in annual savings, and savings of $3MM annually (10%) to reorganize third party warehouse services.• Drove innovation and cost savings in multiple categories to include: contingent labor, unloading services, equipment and supplies (IT, Office, and Warehouse), travel (rental cars, air, lodging, events), automobile allowance/tax efficiencies, fleet, facilities/MRO, capital equipment, financial services, apparel, and logistics.

Successfully lead a team of category managers with national sourcing responsibilities. This fifteen person team of managers and specialists was responsible for $400MM in annual purchases (frozen fruits and vegetables, dairy, paper goods, and groceries), with reporting lines into the CPO.• Executed category strategies to enhance financial performance, facilitated contract negotiations and developed core business relationships.• Improved organizational structures to manage rapid internal growth while enhancing industry and category knowledge within our team.• Mentored teams of procurement professionals to strengthen and build core skills to successfully perform against financial objectives.

Proven leadership skills in executing strategies resulting in targeted market growth, improved financial performance, and positive vendor relationships. Executed RFI/RFP’s, analyzed proposals, and led supplier negotiations. Facilitated effective working relationships with cross-functional groups to enhance financial performance across multiple levels of stakeholders. • Transitioned a customized frozen fruits and vegetables brokerage conversion with sales in excess of $150M, while overhauling category sourcing and reducing annual costs by $7MM. The supplier network was redesigned along with import and consignment HUB’s across the USA.• Successfully developed and launched strategic private brand initiatives.• Co-developed marketing materials to introduce branded vision and product positioning.• Reorganized a network of consignment warehouses to optimize category sourcing.• Developed supply chain logistics improvements to leverage sourcing efficiencies.

Directed national and regional procurement teams, and fostered supplier relationships to positively affect service levels, asset management, costing accuracy, promotional income, and SKU rationalization across various categories

Directed national and regional procurement teams. Fostered supplier relationships to positively impact service levels, asset management, costing accuracy, promotional income, and SKU rationalization across various categories (fresh produce, commodity and value added proteins, imports, frozen fruits and vegetables, canned fruits and vegetables, and frozen groceries).• Successfully transitioned decentralized procurement processes to a central platform.• Managed regional and national supply chain organizations.• Mentored new recruits while reducing employee turnover with strong results achieved in improved service levels, streamlined asset management, and financial performance. • Designed and executed new category teams within produce and frozen foods, to include analytics COE.• Integrated multiple mergers and acquisitions with exceptional service.• Supported legal counsel on multiple strategic lawsuits through interviews and depositions.