Expert in Leadership Development, Public Speaking, Training, and Consumer Sales.

Member of the centralized internal Strategic Projects group at Compass Group USA. The Strategic Projects team is tapped to solve the most critical, high-impact problems and projects within Compass Group. Responsible for leading the onboarding, opening, and transition of new clients within Higher Education and Business & Industry

Dodd Frank Program Portfolio Manager - Managed a portfolio of projects to implement regulatory changes associated with the Dodd-Frank Act across multiple lines of business, inclusive of Consumer, GWIM, GBAM, Tech and Ops, and support functions.Engaged Lines of business to understand new regulatory rules and initiate compliance projects for those rules.

Managed several projects/programs at the two largest financial institutions in CharlotteProgram manager for 7 projects related to merger of two large securities firms.Developed conversion strategy and socialized with key business and IT partnersManaged a budget of $2.5MM, including a team of 25 resources

Managed several Supply Chain and Material Management projects, including automation, consolidation, and process improvementsLed a GPO conversion, including item master and vendor file buildsImplemented and managed enhancements to the supply chain/materials management systemConducted analysis to determine success of GPO conversion and reduction in supply costsWorked with facilities to improve the supply chain process, including the resolution of invoice and price discrepancies and follow up with suppliers

Strategic Planning, Global Consumer and Small Business BankConsolidated and developed strategic plans for global consumer bank for 2007-2009Developed financial plan for $43 billion annual revenue and $20 billion in investmentDeveloped integrated project launch calendar for all consumer lines of businessBusiness Development, Consumer and Small Business MarketingLed initiative to develop recommendations around the use and positioning of fees in pricing products and services in response to changing consumer needs and increasing legal and regulatory scrutinyConducted Voice of Customer research, led analytic exercise of $1MM fee paying customers, and compiled business casePresented findings and recommendations to head of Deposit, Card, and Consumer Real Estate products, as well as head of Consumer Products and Consumer and Small Business Marketing

Collected and documented business requirements for downstream business partners of a large internal data martCompiled budget information for cost/benefit analysis of building data mart and presented all findings to Risk Management executivesCollaborated on evaluation and selection of Global Development Center partners

• Supervised design of eDistribution system including online sales, distribution, marketing, group installation and member enrollment. Produced current and future state process flows for core business processes to be e-enabled, including prospect management, rating and quoting, account installation, and member enrollment• Produced business requirement documents• Managed the team responsible for all pilot, integration, system, and user acceptance testing. Responsibilities included developing test plans, approaches, and schedules by tracking budgets and resources, supervising execution of test scripts, and working with other teams to anticipate, document, and track cross team dependencies• Led design and development for training and practice system databases