DYNAMiX specializes in optimizing complex systems across industries including hyper-computing (AI data centers design/enhancement), manufacturing, and healthcare. Using proprietary technology and advanced analytics, it offers consulting, SaaS, and embedded solutions to resolve resource bottlenecks, improve performance, and reduce costs. • Strategic Advisory: Serve as Executive Advisor to the Founder of DYNAMiX, guiding the development and deployment of this advanced analytics and proprietary technology solutions start-up.• Commercialization Strategy: Provide strategic insights to develop go-to-market approaches, define scalable solutions that enhance operational performance, resolve resource bottlenecks, and drive cost efficiencies for enterprise clients.• Business Development Roadmap: Designed and executed a comprehensive roadmap to identify growth opportunities, establish strategic partnerships, and expand market presence, resulting in accelerated revenue growth and improved competitive positioning.

Profit Velocity provided time-based profit, sales, and financial analytics through SaaS solutions and advisory support for consultants, private equity (PE), and management teams in complex B2B manufacturing. Acquired by Argano, a Trinity Hunt portfolio company in 2023.• Acquisition Integration Leadership: Directed PV technology integration at Argano, standardizing workflows, merging systems, and managed core team while tracking progress with key metrics and ensuring stakeholder transparency.• As Acting CEO - defined and executed strategic vision, driving growth and positioning for a successful exit/acquisition. Optimized operations, finances, and culture to enhance value. Led M&A efforts, including stakeholder engagement, due diligence, investor relations, and post-acquisition integration.• Operational Strategy and Execution: As COO, translated strategic goals into scalable workflows, set performance benchmarks, and improved processes to support rapid growth in an analytics SaaS startup.• Go-to-Market and Cross-Functional Alignment: Designed and implemented a go-to-market strategy, uniting sales, marketing, and product teams around target customer profiles, clear value propositions, and measurable goals to maximize market penetration and competitive positioning.• Team Leadership and Talent Development: Built and led a high-performing team by recruiting key leaders in sales, product, and customer success while fostering a collaborative, growth-oriented culture that drove sustained productivity.• Financial Oversight and Resource Optimization: Directed budgeting, resource allocation, and financial planning, leveraging data-driven insights to align priorities, improve efficiencies, and support long-term growth objectives.• Risk Management, Compliance, and Operational Excellence: Led risk management and compliance efforts, ensuring regulatory adherence and applying TQM and EHS frameworks to elevate operational standards and business processes.

Quaker Valley School District is located just outside of Pittsburgh and consistently ranked as one of the top districts in PA.• Organizational Leadership: Founded and established a non-profit Home School Association (HSA) to replace the failing PTA, driving initial planning, organizational structure, and legal setup.• Financial Management: Served as Treasurer for two years, overseeing financial operations, budgeting, and reporting, ensuring fiscal responsibility and transparency.• Fundraising Strategy: Managed fundraising initiatives and developed strategies that resulted in significant financial support for school programs and community engagement.• Stakeholder Collaboration: Collaborated with school leadership and parents to align PTA goals with school priorities, fostering strong partnerships and a shared vision for student success.• Process Optimization: Implemented efficient financial tracking systems, including donation management, event budgeting, and financial reporting, resulting in streamlined operations and increased accountability.

Celerity is a business and digital consulting firm specializing in enterprise technology solutions, large-scale web & mobile application solutions, business process management, and project/portfolio management. Acquired by Randstad.• Sales Strategy and Execution: Developed and optimized data-driven sales strategies aligned with company revenue targets, adapting tactics to market dynamics and organizational goals to drive growth.• Team Leadership and Development: Led the sales operations team, set performance goals, provided coaching, and fostered a high-performance culture to motivate staff and enhance individual and team success.• Process Optimization: Identified opportunities to improve sales processes, incorporated new technologies, and refined methodologies to streamline workflows, enhance efficiency, and boost productivity.• Data Analysis and Reporting: Analyzed sales data to derive actionable insights, tracked KPIs, and presented regular performance reports to senior management, focusing on growth opportunities and performance challenges.• Cross-Functional Collaboration: Collaborated with marketing, product, and customer success teams to ensure alignment on strategic objectives and market initiatives, driving customer satisfaction and unified go-to-market efforts.

SCA provides cloud-based category sourcing & cost management solutions to the food service, manufacturing, and grocery industries. SCA’s solutions help leaders maximize profits by better managing market, supply, and demand volatility.• Strategic Oversight and Operational Leadership: Executed operational strategies to enhance supply chain performance and drive outcomes in the restaurant and food service sectors.• Executive Advisory and Strategic Growth: Advised CEO and board on expansion strategies, market trends, and resource allocation to drive growth in SaaS and supply chain software.• SaaS Business Model Implementation: Designed and implemented a cloud-based SaaS model with a customer development platform to optimize engagement and drive scalable growth.• Performance and Risk Management: Established KPIs and frameworks to monitor supply chain efficiency, address disruptions, and ensure operational success.• Cross-Functional Leadership and Stakeholder Engagement: Built and led teams across product, commercial, finance, and operations while fostering stakeholder alignment and customer satisfaction.

Deloitte’s ES Practice works with the next generation of software vendors to help clients capitalize on innovative technologies focused on CRM, sales operations, customer support and marketing transformation services.• Client Strategy and Sales Transformation: Designed and implemented sales technology strategies to modernize CRM systems and improve sales effectiveness.• Technology Deployment and Integration: Led CRM and sales software deployments, ensuring seamless integration and measurable efficiency gains.• Project Leadership and Agile Management: Managed teams and resources using agile methodologies to deliver high-quality projects on time.• Data-Driven Performance Enhancement: Used analytics to improve forecasting, pipeline management, and decision-making while optimizing post-deployment performance.• Cross-Functional Collaboration and Stakeholder Engagement: Aligned technical teams, data analysts, and client stakeholders to ensure smooth adoption of sales technology through proactive collaboration and support.

SCA provides cloud-based category sourcing & cost management solutions to the food service, manufacturing, and grocery industries. SCA’s solutions help leaders maximize profits by better managing market, supply, and demand volatility.• Strategic Oversight and Operational Leadership: Executed operational strategies to enhance supply chain performance and drive outcomes in the restaurant and food service sectors.• Executive Advisory and Strategic Growth: Advised CEO and board on expansion strategies, market trends, and resource allocation to drive growth in SaaS and supply chain software.• SaaS Business Model Implementation: Designed and implemented a cloud-based SaaS model with a customer development platform to optimize engagement and drive scalable growth.• Performance and Risk Management: Established KPIs and frameworks to monitor supply chain efficiency, address disruptions, and ensure operational success.• Cross-Functional Leadership and Stakeholder Engagement: Built and led teams across product, commercial, finance, and operations while fostering stakeholder alignment and customer satisfaction.

PaceJet provides cloud-based transportation, 3PL, shipping, warehouse, and distribution solutions for existing ERP installations. Acquired by 3Gtms Ltd.• Strategic ERP Partnership and Sales Enablement: Expanded sales pipelines and revenue by aligning offerings with partnering ERP capabilities and addressing 3PL industry needs.• Pre-Sales Leadership and Solution Presentation: Led pre-sales team in delivering tailored demos and presentations, showcasing SaaS 3PL solutions' value and operational impact.• Consultative Solution Design and Development: Conducted needs assessments and crafted custom solutions, collaborating with product teams to ensure alignment with client requirements and roadmaps.• Proposal Development and Technical Validation: Oversaw proposal creation and validated technical feasibility, enhancing solution quality and client satisfaction.• Market Analysis and Competitive Positioning: Analyzed 3PL and ERP markets to refine value propositions, maintain competitiveness, and improve offerings.

Maxager was the predecessor company to Profit Velocity – founded in 1998, it was a cloud-based software start-up that helped complex manufacturers leverage time-based profitability analytics.• Strategic Sales and Market Alignment: Developed and executed pre-sales strategies, identifying high-potential markets and working with sales and marketing to drive revenue growth.• Client Engagement and Solution Customization: Engaged with prospects to understand challenges, delivering tailored solutions and product demos to showcase software value.• Pre-Sales Team Leadership and Development: Led and mentored a pre-sales team, fostering a high-performance culture and providing training on product offerings and industry trends.• Interdepartmental Collaboration: Collaborated with product, marketing, and customer success teams to align pre-sales efforts with business strategies and integrate client feedback into product development.• Performance Monitoring and Reporting: Analyzed pre-sales metrics, optimized processes, and reported insights to senior leadership to improve conversion rates and meet sales targets.

SmartOps is an inventory optimization and supply chain start-up software company, focused in heavy automotive, industrial manufacturing, consumer packaged goods, pharmaceuticals/biomedical, and retail. Acquired by SAP.• Strategic Solution Development and Customization: Designed tailored supply chain solutions to address manufacturing challenges, ensuring alignment with client needs and market demands.• Client Relationship Management and Advisory: Built strategic partnerships, delivering customized solutions to enhance satisfaction and loyalty.• Project Leadership and Implementation Oversight: Managed end-to-end software implementations, ensuring timely delivery, smooth adoption, and post-implementation success.• Performance Optimization and Process Improvement: Provided insights to improve supply chain processes, leveraging software to enhance efficiency and ROI.• Team Leadership and Cross-Functional Collaboration: Led and developed solution consultants, fostering collaboration with engineering, product, and customer success teams to refine solutions and support clients.

Global professional services company with services and solutions in strategy, consulting, digital, technology, and operations.• Strategic Operating Model Development: Designed integration models for post-merger clients, aligning processes and structures to enhance scalability, efficiency, and smart manufacturing alignment.• Digital Transformation Leadership: Integrated IoT, predictive analytics, and digital twins to optimize production quality and decision-making in manufacturing environments.• Process Optimization and Change Management: Improved processes and managed change initiatives with readiness assessments, training, and communications to ensure smooth adoption and sustainable productivity.• Cross-Functional Leadership: Led teams and engaged stakeholders to deliver tailored solutions, aligning project deliverables with client objectives and ensuring consistent success.• Back-Office Process Redesign and Post-Merger Integration: Streamlined back-office operations and designed integration strategies to harmonize technical systems, optimize workflows, and align organizational structures post-merger, ensuring operational continuity and efficiency.

Global power management company and technology leader in electrical systems for power quality, distribution, and control.• Client Consultation and Solution Development: Assessed client technical requirements and provided tailored product recommendations to meet specific engineering and operational needs.• Product Knowledge and Technical Support: Explained complex technical product features, conducted product demonstrations, and offered post-sales support to ensure customer understanding and satisfaction.• Sales Process Management: Managed the full sales cycle, from initial lead generation through closing deals, while maintaining strong, long-term client relationships.• Internal Collaboration: Collaborated with internal teams (R&D, engineering, production) to ensure products were customized based on client feedback and met their specific needs.• Market and Industry Insight: Analyzed market trends and emerging technologies to provide clients with informed insights, guiding them toward innovative, competitive solutions.