Discover the transformative capabilities of Catipult, the next generation Rockefeller Habit-based system designed to elevate companies of all sizes to World-Class. What drew me to Catipult immediately was its foundation in the best practices I’ve consistently used to cultivate high-performing teams and achieve remarkable results.Together, we’ll harness this invaluable tool to accelerate business growth, enhance profitability, and increase your company’s valuation. We’ll also invest in you, making sure the business is serving you, and not the other way around! I invite you to schedule a complementary working session with me to explore how to unleash the full potential of your business.

Inflection Point Strategies provides tailored business advisory and leadership team coaching services, specializing in helping people and businesses unleash their full potential. If you’re ready to create an “inflection point” in your life and your business, we are here to help. It all begins with creating outcome statements stating where you and your business will be in three years. From there, we collaborate with you and your team to identify and deliver what is necessary to achieve those outcomes. Our collaborative focus areas encompass:• Mission/Purpose; Vision; Values: Creating an engaging culture is essential. We'll help you define and instill your core principles to delight your people, customers, and partners.• Strategy: Differentiation is key to winning in a competitive landscape. Together, we’ll develop a focused strategic roadmap that boosts sales, profitability, and company valuation. This involves pinpointing the unique customer insights crucial to your company/Brand promise and investing in the core competencies vital for long-term growth.• People: Your team forms the backbone of your business. We’ll partner with you to enhance your talent, instill trust and collaborative teamwork, and build leadership competency at every level.• Execution: Execution is the linchpin; without it, strategy and plans are worthless. A disciplined business operating system is pivotal to effective execution with speed. Jointly, we’ll establish the leading key performance indicators (KPI’s) required to achieve your outcomes, supported by concrete action items with clear accountability. To drive focus, we’ll implement an efficient team meeting rhythm that highlights the specific areas requiring discussion and avoids wasting time.Are you prepared to unleash your full potential? Schedule a complimentary "get to know each other" meeting today to explore how we can create an “inflection point” in your life and your business.

Recruited by the WHV Board of Directors to lead Columbus’ prestigious nonprofit senior living campus, with over 70 years of rich history providing compassionate care to seniors across the continuum of needs including independent living, assisted living, short-term rehabilitation, long-term nursing care, memory care and hospice. Responsible for serving over 950 seniors annually through leadership of 260 highly dedicated staff and a $25M annual operating budget. • Rebuilt leadership team, recruiting top executive and clinical talent to lead each service line and a new CFO. Created a new, broader “One WHV” strategic mindset along with clear strategic and operational priorities for each service line that significantly improved quality of care and financial performance.• Identified and addressed major issues facing the senior care and healthcare industries, exacerbated by the COVID pandemic, including the severe staffing shortage, stagnant government reimbursement policies, and inflationary economic conditions. Maintained high quality of care and the safety of residents, families and staff, increased employee retention to eliminate agency staffing, and improved resident revenues. • Led strategic planning initiative, creating and executing robust plan to improve WHV’s ability to operate successfully in the post COVID environment and enable long-term viability to deliver on its mission to serve the community for the next 70 years. Assembled and led collaborative team including industry leading investment bankers, development consultants, and a board strategic planning committee to reimagine the future for WHV.

Appointed as executive leader of largest provider of Corporate Owned Life Insurance (COLI), with business unit responsibility across all functions, P&L ownership, and accountability for +$20B in AUM. Sponsored NF Corporate Solutions Innovation Team.

Launched key strategic initiative focused on leveraging the breadth of Nationwide’s branded solutions to improve plan health and participant retirement readiness. Innovated to deliver managed accounts, fixed annuity, and fiduciary solutions that enhance participant outcomes while improving margins. Launched Health Savings Accounts, elevating the highly important health / wealth connection.

Re-built Business and Product Development organization and established group as the central function for driving organizational direction, program management, and execution for the firm. Revamped product lineup with innovative new solutions, delivering unique features, investment options, and fiduciary support.

Established and led Enterprise-wide retention and cross-sell strategy, linking insurance, financial services, and banking resources for a unified approach to deliver a personalized customer experience. Increased effectiveness of $300M budget to strengthen customer relationships, maximize loyalty, and grow sales among 5M+ property and casualty customers through operational, sales, and marketing initiatives.

Launched entrepreneurial internet bank. Created business, marketing, partnership, and customer-segmentation strategies that drove profitability and customer satisfaction. Oversaw total P&L of $40M and balance sheet of $3.1B.

Turned around sales and profitability for priority business units with $7B in sales and $67B in investments. Created new vision and strategy for Annuities that repositioned it as a key strategic business and led multifunctional team that implemented successful new product, sales, operations, and marketing programs. Vice President - Annuities, Life Insurance, and Mutual Funds (2006-2007)Vice President - Annuities (2005-2006)

Led Product Development, Marketing, and Creative Services departments for $320M consumer products company (Elmer’s, Krazy Glue, Boston, X-ACTO with 1.4K products) newly acquired by Berwind, a $3.7B Private Equity firm. Oversaw team of 35, matrixed to 500-person workforce, with $320M P&L.

Turned around newly acquired, $450M Ortho / Roundup division, resulting in a +18% increase in sales and +55% increase in profitability. Led 17-member department, with 4 directors and a 100 person matrixed workforce.

Transformed $525M flagship division from a “sleepy” chemical company to a powerhouse packaged goods leadership Brand, delivering record sales and profit. Increased Turf Builder sales +70% (+$200M) over 4 years, behind increased investment in marketing, R&D and manufacturing capacity. Vice President (1999-2001)Director (1998 - 1999)Manager (1997-1998)

Drove growth of leadership household brands, culminating in full P&L responsibility for the $110M deodorant soap business. Led Olay vision team that created the first unified Brand strategy across multiple categories, Secret new product team that developed and launched the category leading Sheer Dry technology, and the redesign of the iconic Old Spice logo. Brand Manager (1995-1997); Safeguard and CoastAssistant Brand Manager (1992-1995); Oil of Olay, Secret, Old SpiceBrand Assistant (1991 - 1992); SecretSummer Intern (1990)

Rapidly promoted to positions of increasing responsibility, leading complex engagements in the construction, contracting, college and university, and hospitality industries from inception to completion. Launched successful new personal financial planning service for the firm.Senior Personal Financial Planner (1988-1989)Senior Auditor (1987-1988)Experienced Assistant Auditor (1986-1987)Assistant Auditor (1986)