Gen3 is private equity sponsored by Comvest Partners and provides full service performance marketing services and operates offices in the United States, Canada, and the United Kingdom.Accountable for all Operational functions and Delivery practices in 3 counties with 200+FTE. Partner with the CEOs and Comvest to define and execute the company's vision, value creation, growth, and progressive transformation plans. Develop the right organization and team structure to support global growth and scale.Lead the M&A process, including sourcing, diligence and integration of target organizations. Transformed Gen3 and 4 acquired agencies to a fully integrated, brand, organizational structure, culture, and operating model in the first 8 months of being in the COO position. Accountable for P&L management. Meet and exceed financial goals including Gross Profit and EBITDA.Define and manage accountability charts and KPI’s for all key functions to align with the company goals. Drive consistency in operations, client delivery and measurement across business units while respecting regional differences.Establish and maintain global resourcing pools and employee development programs.

Hero was private equity sponsored by CI Capital Partners from 2014 to November of 2021. Hero was acquired by AEA Investors in November of 2021. Manage operations: M&A, project management, IT, real estate, and corporate strategy; lead transformation of company operating model to support high growth, high profitability, and M&A goals Lead M&A sourcing, deal structure, and operational integration strategy; successfully acquired and integrated four companies in 20-month time frame Work across the executive leadership team to manage the annual planning process, outlining key objectives, strategic initiatives, and work plans to turn plans into realityEnsure all strategic initiatives are completed as planned and within budget with desired results accomplishedDefine and execute strategies to support large-scale growth while increasing profitabilityEstablish policies that promote company culture and vision

Delphic Digital (ACQUIRED BY HERO DIGITAL/CI Capital)Managed team of program managers, project managers, and business analysts; set comprehensive goals for performanceWorked with large enterprise clients to manage end-to-end transformations; engagements span from digital strategy (discovery, user journeys/service design, and road map) to marketing (marketing automation and media) to design (creative through functional requirements) to development (engineering and process creation) to deployment (testing through implementation)Responsible for satisfaction, profitability, and growth of all client engagements within assigned portfolioEstablished delivery processes, including pipeline management, people allocation, financial measurement, hiring, and executive communication

Lead $90MM business operating model transformation of systems, operations, and organization alignment for top-tier retirement plan services organization; transformation included system consolidation, new operating model, and organizational restructuring Oversaw day-to-day activities for global product and service lines P&L responsibility of $65MMDrove use of best practices across global operations, standardization of operations processes, and process reengineering, including process optimization, Lean, and project managementOversaw and created business performance, delivery, and financial planning and analysis across global business Managed communication of business performance and financial progress through presentations and reports used in different forums (MBR, QBR, annual reports, escalations) Facilitated and executed global strategic planning—developed and managed execution and communication of short- and long-term strategic plansProvided recommendations to president, and implemented global goals, policies, and process controls covering operations, IT, HR, finance, and salesEnsured achievement of planned results by setting performance objectives and developing, coaching, mentoring, and managing performances of staff in successfully undertaking their job responsibilities

Transformed operations, sales, and marketing to customer segmentation model—service delivery, product offers, and sales goals based on customer profitability and potential opportunity; achieved number one market share in less than six monthsLaunched enterprise-wide Voice of the Customer program—drove corporate change to improve satisfaction ratings, improve retention rates, and gain larger share of business from high-value customers; increased customer satisfaction rating by 27%Developed and implemented business and operational strategies utilizing market data

Advanta was a top 5 issuer of business purpose credit cards to small businesses and business professionals. Created all policies, procedures, and processes to establish the Project Office including ideation, project initiation, prioritization, capacity planning, and change management. Implemented a company-wide process control review process for all “High Risk” processes and systems. Presented findings and recommendations to the Board, Executives, and Audit Committee. Resulted in 40 control enhancements, increasing throughput by 90% within the first 12 months.Created new marketing department from ground up that reduced direct marketing life cycle/time to market by more than 70% while keeping costs flat and increasing customer satisfactionDeveloped corporate reorganization; reduced operating costs by $100 million with no interruption to workflowOverhauled customer retention and collections strategies, systems, processes, and personnel leading to improvement over 12-month forecast of greater than $30 million; improved liquidation in early-stage delinquency by 30%; oversaw staff of 200+ (including 13 domestic agencies and 2 offshore)