Serving in advisory board capacity focused on strategic objectives including home services market partnerships, fundraising, revenue streams, operational scale. observeyourfuture.com

A Home Services portfolio company of The Riverside Group providing residential and light commercial services. Founded in 2021, T3 has grown from a single company in Austin, TX to a family of 7 high performing brands across 5 states.• Developed and executed the Go to Market Acquisition and Integration Strategy, Procurement Strategy, Operational Excellence, and Centralized Shared Services model.• Served interim roles for COO, Head of IT, and brand General Manager.• 7 Acquisitions in 2 years doubling top line. Led M&A activities from sourcing through Due Diligence and post closing integrations.• Obtained 90% post integration retention rate based on voluntary turnover (goal of 85%).• Led organic growth launching new service lines and expanding geographic areas.• Facilitated development of new holding company brand and culture, respecting and supporting local brands and sub-cultures.• Developed GM Quarterly Best Practices for Executive Team and General Managers to collaborate, foster relationships, and work through strategic goals and decisions.• RFP, contract negotiations, and implementation of enterprise ERP system.• Implemented new enterprise phone system to enable centralized call center and enhanced customer support experience.• P&L Responsibility for 7 locations with General Managers across 5 states and 3 lines of businesses.• Fleet consolidation and centralized oversight realized 8% reduction in annualized cost.• $2.25M annualized savings with OEM provider and consumer credit enterprise contracts.• Partnered with marketing team to implement Net Promoter Score in coordination with Google Reviews.• Recruited key leadership in IT, Finance, and Operations. Recognized and facilitated promotions of 4 direct reports and 3 indirect reports.

An Upper Mid Market Home Services portfolio company of New Mountain Capital with 31 brands of residential and commercial services located across the eastern seaboard from Florida to Connecticut.• Developed and executed integration strategy for acquisitions and third party service partners. • Led enterprise wide business transformational changes including migration to cloud based CRM and Financial Platform across all locations, and creation of a centralized call center and shared services model.• Developed integration strategy, playbook, and PMO structure.• Led 14 acquisition integrations in 3 years. Growth of 2x and profitable Private Equity transaction 2 yrs ahead of schedule.• Reported to COO and managed team of 3 including IT support, training, and project manager.• Developed integration status placemats and reported status to executive team and board members.• Consolidation of ERP technology to holding company level with tiered licensing cost reductions based on growth, reducing systems from 8 to 1.• Lead operational improvements across 15 brands in 20 states including development of standard operating procedures, warehouse best practices, and centralized 24/7/365 internal call center.• Developed consistent contactless customer experience across sales and operations in response to COVID-19.

Frontline Education is a leading SaaS provider of web based technology solutions for k-12 educators and administrators across the United States. Backed by Thoma Bravo.• Increased associate engagement and sustained client approval rating of 97% during period of hyper growth and organizational change.• Consolidated, led, and developed go forward strategy for team of cross-product and 3rd party technology integration specialists and client facing consultants located in multiple geographic locations.• Developed consistent processes, reduced communication channels, and designed cross training and professional growth plans for the team.

Member of the Office of the President, reporting directly to the COO, to provide leadership of a multi-year business transformation program including divestitures, improved outsourcing support. improved technology capabilities, office relocation, and acquisitions for exponential growth.• Developed scalable PMO and change management framework to support multi-year cross functional changes to the foundational business model.• Managed cross-functional steering committee including SMEs and stakeholders from HR, Finance, IT, Compliance, Legal, Product, Sales, Marketing, Internal Audit, Corporate Strategy, and Corporate Real Estate.SUCCESSFULLY DELIVERED:• 5 divestitures from due diligence through transition services and post migration KPI monitoring.• Migration of back office support to JPMorgan and US Bank, managing full process from vendor RFPs through post migration relationship management.• Improved project budgeting process in partnership with Corporate Finance and Project Governance.• Strong partnership between the business and enterprise IT to provide ownership and accountability for data quality and technology efficiencies, enabling 30% growth projections of fund products and investment data housed in multiple systems and maintained by multiple business units and internal departments.• Automated regulatory reporting across distribution channels and internal systems in partnership with Corporate Compliance.• Build to Suit office construction and relocation for ~100 person business unit.• Development of Acquisition team, strategy, and due diligence and integration playbook.• $3.2B acquisition of mutual fund products, supporting sales team, and technologies resulting in driving overall sales from $200M to $1.7B, 67% of annual sales and 13% return on capital.

A leading global advisory and solutions company that helps their clients manage risk and optimize benefits.• Relationship management between Business and Information Technology. Understand the overall business strategy, plans and objectives to develop new technology and supporting IT strategies that are also in alignment with the Enterprise IT strategy and architecture. • Managed full SDLC development of Pega PRPC based Call Center system and CRM integrations. Team included business SMEs, business analysts, system analysts, Architects, offshore developers, Quality Control.

CGI Consulting provided mid sized companies with employee benefit consulting, call center support and open enrollment services, and insurance brokerage relationships. CGI Consulting was acquired by Willis N.A. in 2005.• Started in software support then rose through various IT roles to Director with oversight of planning, implementation, and support of company IT and telephonic infrastructure initiatives.

FEMS Software provided fugitive emissions monitoring and reporting software to nationwide customer base of manufacturing and refinery companies along with regulatory organizations. - Provided software quality control and help desk support for field users.

Accounting control for JPMorgan precious metals trading desk. Relocation of back office operations from Wall Street New York to Newark DE.

Track, monitor, and investigate wire transfers on behalf of JPMorgan institutional clients.