Purchased a struggling business and ran it to break-even within 2 months of operation. As of June 2023, generated first net profit since inception and in December 2023, $1.2 million revenue•Utilizing Gap Analysis from Naval & Consulting background, created complimentary business unit that saw 11% month over month growth rate from August-Present, resulting in $20,000/month additional revenue. Launch increased overall revenues by 15%, resulting in additional 8% profitability in 2023•Currently in process of selling business to third party for acceptable profit. Every employee received cash-out bonuses and will be allowed to stay employed during transition

For over 3 years, I was contacted by 4 companies to run specialized projects within their Project Management Offices. All 4 initiatives were completed on-time and within budget. These companies ranged in industry from Health Care to Legal to IT.

Key hired me into their headquarters as a Lead Manager in 2014. I was eventually promoted to supervise all Private Bank strategic initiatives, reporting directly to the President of Private BankingMergers & Acquisitions 2016-2019• Managed Go to Market/Client Experience Project Management programs in relation to $4.1 billion KeyBank acquisition of First Niagara Bank• Acquisition was on-time and met with success by Wall Street, leading Key’s share price to jump from ~$11 per share to over $18 within 12 months Mortgage Insourcing Operations & System Implementation 2015-2016• Principal Project Manager for User Testing, Quality Control and Change Management preparation activities between KeyBank and First Niagara in a multi-year program that affected over 200 Loan Officers during the acquisition. In first 3 months of operations, program generated over 1,700 loan applications totaling over $300 million for KeyBank Mortgage • Head of Mortgage Command Center for post-implementation escalations. Tracked complaints on a daily basis, provided corrections and escalated per regulatory requirements when necessary• Won 2016 Chairman’s Award and Northeast Ohio’s PMI Kerzner Award for top project of 2016 Corporate & Community Bank Salesforce.com Implementation 2014-2015• Responsible for implementing $25 million Salesforce.com CRM system for over 250 Commercial and Business Bankers. Implementation led to Private Bank’s adoption in 2018

EY hired me to run a project team integrating two disparate CRM systems for a major Wall Street Company. The project had been behind schedule for 3 years, integrating only 12 of 700 nation-wide offices. Over the next 2 years, our team integrated all 700 offices, impacting over 15,000 wealth teams.Data Reconciliation Initiative 2013-2014• Managed 15-person, $400,000 global services project for national wealth management firm• Director of CRM Solutions at project site scored my team a 10/10 in satisfaction and 100% in effectiveness based on project objectives. Received “Exceeded Expectations” rating Salesforce.com Integration Project 2011-2013 • Implemented $3.5 million Salesforce.com integration and Change Management program for major worldwide investment bank, involving over 15,000 financial advisor teams throughout U.S. • Achieved 93% approval rating from client stakeholders involving both implementation and post-integration support throughout project

In 2007, I was commissioned in the top 10% of my class in Officer Candidate School. As Strike Officer, I supervised a $100 million Tomahawk missile program and was awarded the Navy Achievement MedalPublic Affairs Officer (PAO) 2007-2011• Led 6 month Humanitarian Mission to Africa, supporting schools and foster homes in 7 East & South African countries• Awarded Navy Achievement medal for documenting efforts as well as securing first international agreement with the government of Seychelles in 2009Quality Assurance Officer, BAE Systems 2007-2011• Officer in charge of $50 million shipbuilding facility for Navy’s 2nd Fleet in accordance with both federal and US Navy safety standards• Tasked with maintaining compliance with third party Federal contractors regarding installation of Top Secret systems and engineering designs during upgrade