Founder and principal strategist offering expertise in strategic planning, business transformation, innovation strategy, AI strategy, project management, and engineering consulting. Applying analytical and critical thinking skills to diagnose complex business challenges and design tailored solutions that drive tangible results. Strategy Matrix exists to support organizations in realizing their full potential by turning their strategic objectives into real results. Our commitment to excellence and innovation fuels our passion for transforming businesses and shaping a brighter future.

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After 17 fulfilling years in the same place, I was ready for a change. My wife wasn't working at the time, so after some reflection and courage, I decided to take a leap and punch out without anything else lined up. I needed the gap to figure out my next steps.With our kids back in school, my brother-in-law flew down to take care of them, and my wife and I traveled to Europe for nearly four weeks. This trip was a make-up honeymoon, her 40th birthday celebration, and a mid-career "retirement" celebration. It was incredibly refreshing and gave me the clarity I needed.I returned refocused and refreshed. The next month, I registered my LLC, pursuing my passion for consulting and diversifying my professional experience. I always had an interest in consulting and I wanted to find an opportunity to curate the things I'm working on to align my work with my passion. This leap has been the best decision I ever made—no regrets, only growth and fulfillment!

Strategically led the stand-up of the R&D function during the transition from Nestlé Waters to BlueTriton Brands, driving innovation, renovation (I&R), and portfolio management for product and packaging development. Built R&D capabilities from the ground up, ensuring business continuity while executing ambitious innovation pipeline during ownership change. ● Developed a $0.5B 3-year innovation growth pipeline, developing the strategic investment masterplan to support long-term business objectives and market competitiveness.● Delivered $103M in new product revenue in 2022, launching 152 new SKUs, 18 new recipes, and 5 new bottles, while accelerating innovation timelines using Agile methodologies.● Directed enterprise-wide transformation initiatives, focused on successfully managing high-impact change initiatives amidst ownership transition, restructuring, and organizational challenges.● Led and developed a cross-functional team of 6+ personnel, including technical product developers, packaging designers, and project managers, fostering collaboration across R&D, Supply Chain, and Marketing.● Integrated MS Power Platform and BI dashboards, streamlining project reporting and enabling real-time insights for I&R portfolio management, ensuring on-time delivery and resource alignment.● Developed and expanded the co-manufacturing and supplier networks, establishing relationships with 35 new technology suppliers and conducting 8-co-man capability assessments to support R&D initiatives.Brand Portfolio: Poland Spring, Saratoga Spring, Origin, Ozarka, Ice Mountain, Deer Park, Zephyrhills, Arrowhead, Pure Life, Splash Blast, Splash Fizz, Ac+Ion, B'Eau, Fruititas, Ready Refresh

I was handpicked to establish the R&D group and carve out the North American business from Nestle Water Global. Responsible for technical product development and packaging design team. I&R Technical Portfolio Management. R&D Strategy Development as well as I&R Project Execution Strategy

Responsible for innovation project management, leading 8 technical team members, including product formulation development, to execute transformation initiatives across the domestic product and packaging innovation portfolio. Transitioned the legacy Technical Application Group into an effective Corporate Engineering design arm, integrating project management methodologies for Innovation and Investment (CAPEX) projects.● Delivered $50MM in incremental NNS YOY from Innovation in 2020 by leading the execution of top-line growth priorities and teams across R&D, Engineering, and Supply Chain. This included overseeing the transformation of the innovation pipeline through an innovation PMO, integrated portfolio management, and governance structures.● Led the technical execution team to launch a new sparkling energy water product, utilizing Agile methods to bring 6 SKUs to market within 6 months. ● Introduced Nestle Pure Life PLUS functional beverages (4 SKUs in 3 flavors) within 4 months, leveraging Agile methodologies to accelerate time-to-market for product launches.● Implemented 100% rPET conversions for 4 major domestic water brands, aligning resources to meet sustainability goals and market demand for eco-friendly packaging.● Enabled risk management and initiated strategic tools, such as kick-starts, governance, and tracking tools (Power BI portfolio), and E2E project workflow integration.

Led the corporate engineering design and execution of high-impact projects for beverage manufacturing and water treatment systems across 29 production facilities and 120 manufacturing lines. Responsible for driving process optimization, capital investment project design, and technical support, while ensuring compliance with Nestlé engineering standards and environmental sustainability goals.. I was the Subject Matter Expert (SME) in the General Market Wide Process, providing process system upgrades, capability development, technical support, and design execution of capital investment projects.● Led the design and installation of 15 new beverage lines across 10 factory locations, including 3 greenfield sites, improving production capacity and efficiency. Spearheaded Phoenix Greenfield and Dallas new sparkling line, utilizing Lean methodologies to drive project kick-start and capacity investments.● Developed and executed a process improvement plan for Reverse Osmosis (RO) installations, reducing space requirements by 66% and cutting installation costs by 30%, resulting in 90% system recovery rates at 6 facilities.● Led design and execution of water re-use systems and energy initiatives, reducing energy consumption by 3.61% and implementing wastewater re-use at high-priority factories.● Led process upgrades for Nestea's Self-Manufacturing Process, implementing flash pasteurization and packaging upgrades across two facilities.● Facilitated factory support and cross-functional collaboration, ensuring successful project delivery by leading design teams through Lean workshops, FATs (Factory Acceptance Testing), and comprehensive project reviews. ● Served as Line Manager for 3 Process and Utility Design Managers.

Oversaw full lifecycle project management for large-scale engineering initiatives across multiple facilities, including budgeting, contractor management, facility design alignment, and commissioning. Managed 2 large PET bottling facilities in Allentown, 9-line facility in Michigan, and 2 factory start-ups in California. ● Led the $47M launch of an 8-line, 588K SF greenfield in Pennsylvania, achieving completion within 6 months, and secured the company’s first LEED GOLD certification for the site. ● Delivered bottle light-weighting line conversion projects across 2 factories, optimizing production for 9 total lines.● Executed 7 energy-saving and wastewater treatment projects, delivering $2.5M in savings.● Spearheaded cap light-weighting conversions across 4 production lines, enhancing operational efficiency● Directed brownfield factory start-up in California, optimizing utility and process systems for increased efficiency.● Internal SAP/GLOBE system implementation - Corporate engineering group point person through integration. Developed standard group protocols and process improvements. Help develop SAP interface cost tracking tool upgrades. Develop training document repository.

Primary Corporate Engineering on-site project manager during construction & start-up phase. Responsible for overall project scheduling/coordination, cost tracking, contractor management, change order management, start-up/commissioning oversight. Simultaneous project oversightHighlight Projects: ◦ New $12M High Speed PET Line installation ◦ Infrastructure Modernization Projects - Utility and Waste Water systems upgrades ◦ 3L PET Bottle Innovation Line conversion

Designed and coordinated tank farm and batching systems. Improved production throughput by 20% and developed maintenance schedules.