Providing clients with solutions in operations, finance, project management, and process management

Strategic Planning | Deals Negotiation Developed an economic development implementation approach that focused on housing development, downtown development, industrial diversification, workforce development and placemaking. Negotiated a variety of development agreements leveraging local, state, and federal incentives. Work with administrative team, City Council, and Redevelopment Commission to advance economic development initiatives Partnered with business, philanthropic, and community leaders to ensure continued economic growth in ElkhartProject Management Leading the Main St and Woodland Crossing housing development projects Leading the mall repurposing project Leading downtown parking projectOperations Management and Streamlining Manage Economic Development, Redevelopment, Community Development, Planning and Zoning Divisions. Created a standardized protocol for vetting development projects and incentives offering  Updated local ordinances to reflect best practices to encourage targeted developmentChief of Staff: 2020–2021Operations Management  Expertly managed daily operations and key projects for the city, while serving as stakeholder liaison to city, state, and federal government officers, as well as for business community, nonprofits, and academic community. Skillfully lobbied City Council and other boards and commissions to forward the administration’s agendaProject Management | Operation Streamlining Designed methods and procedures aimed at minimizing process deviation, risk, and loss; while maximizing productivity and service levels.Strategic Planning  Held weekly strategy sessions with the Executive Team to evaluate long-term plan, create necessary course corrections, and identify emerging opportunities and risks.Staff Supervision and Consultative Support Acted as thought partner and advisor to the city mayor regarding government operations, financial, and logistical landscape activities in city hall and abroad.

CITY OF GARY – GARY, IN (2015–2019)Chief of Staff: 2015–2019Operations Management | Deals Negotiation Expertly managed daily operations and key projects for the city, while serving as stakeholder liaison to city, state, and federal government officers, as well as for business community, nonprofits, and academic community. Negotiated several development and financing deals, including the U.S. Steel Corporation incentive deal for $1B investment and $40M sale leaseback financing.Project Management | Operation Streamlining Pioneered reporting and monitoring capabilities that aided both internal and external partners in observing progress and productivity of operations. Designed methods and procedures aimed at minimizing process deviation, risk, and loss; while maximizing productivity and service levels.Strategic Planning Created a strategic guiding document with forward-looking plans and goals, way finders for resources, collaboration opportunities, and intelligence. Presided over presentations at various government and non-government functions and conferences  Held weekly strategy sessions with the Executive Team to evaluate long-term plan, create necessary course corrections, and identify emerging opportunities and risks.Staff Supervision and Consultative Support Acted as thought partner and advisor to the city mayor regarding government operations, financial, and logistical landscape activities in city hall and abroad. Worked closely with the controller and financial advisor in completing diverse tasks. Notable Accomplishments Spearheaded the initiation of financial recovery plan, which is projected to the eliminate a $17M deficit in less than 3 years. Formed a Data Team to create an enterprise-wide database to monitor key performance indicators. Effectively supervised 19 department head level staff in completing assigned tasks.

Operations Management Observed strict compliance with set standards through review of relevant state statutes and improvement of procedures and controls.Staff Supervision and Collaboration Oversaw the Transition Team for newly elected trustee; and a team of five department heads. Closely coordinated with accountants in verifying financial reporting and trustee’s summary and recommendations; as well as with the staff in evaluating software/hardware assessment and updating of all systems.

Sales Lead• Obtained Series 6 and 63• Received numerous top 5 sales recognitions• Awarded multiple trips as an All American AgentService Provider• Built and maintained client relationships that lead to high retention and agency expansion• Received JD Powers Awards for customer service

Entrepreneur• Lead business to profitability within first year

Product Launcher• Worked with a multi-disciplined team to develop and launch new financial products such as hedge funds and private equity funds• Received Certified Security Operations Professional designationPromoted to Second Vice President

Manager• Managed a team of analysts that provided daily NAVs for defined contribution plans of the Top 5 clients• Repaired the relationships of four “at risk” clientsPromoted to Trust Officer