Selected experiences:- Transition Management (Lockheed Martin) – Advised executives through a large-scale transition during the integration of 2 business units. Key advisory areas included: transition planning, shifting the culture, developing sponsorship, personnel retention, and supporting leadership.- Marketing Strategy Consultant (FreshBox Farms/Pure Genius Foods) – Advised the Chief Marketing Officer/General Manager on strategy for expanding their market share, including: redefining the brand and packaging, creating a campaign to educate the consumer on unfamiliar product benefits, and developing effective B2B sales materials to expand distribution and sales outlets.- Advisor (KindEye.com) – Served on the Board of Advisors. Defined the business model and growth plan for B2B. Advised on strategy for growth, marketing, and investment.Selected experiences - Not for Profit:- Culture Change & Process Optimization (JVS) - Identified core operational issues related to a competitive culture and program silos. Re-designed processes and roles related to customer and partner relationship development. These changes resulted in the doubling of client acquisition and relationship strength in the first 2 months and quadrupling over the first year.- Target Segment Strategy, Implementation and Marketing Plan (JBBBS) – Developed a new strategy to “Attract, Engage and Retain” Young Professionals. Evaluated the current model, conducted research on the target population and engaged them in strategy formulation. Formulated strategic options and facilitated decisions. Developed marketing strategy, messaging and execution of the plan. - Org Transformation and Integration of New Executives (JCHE) - Coached the new CEO of one of the largest Housing & Elder Care organizations in Mass on effectively entering the organization, leading a culture transformation and replacing most of the exec team.

Project Green Schools is national non-profit organization, organized for innovative Environmental Education, E-STEAM Education, Leadership, and Action. It provides environmental programs and resources to develop the next generation of GREEN students and schools and addresses issues pertaining to: STEAM, Sustainable Schools & Communities, Student Advocacy, Indoor Air Quality, Waste Management, Wellness, Conservation, Green Jobs, Clean Tech, and Sustainable Agriculture.http://www.ProjectGreenSchools.orgGreen Schools Impacts:- 6,000+ schools received Environmental Education- 500,000+ students educated nationwide- 583 Green Student Leaders awarded recognition- 14,060+ Hours of Environmental Service contributed- 1.5 million individuals reached through Social Media

Client Services Committee – ChairLeadership & Governance CommitteeExecutive CommitteeJVS is the largest workforce development agency in Mass., empowering individuals from diverse communities to find employment and build careers, while partnering with employers to hire, develop and retain productive workforces.For more than 75 years, JVS has helped people secure financial independence. Every year, JVS serves nearly 21,000 individuals, providing them the skills they need to gain employment, as well as to progress up the career and wage ladder and make sound financial choices over their lifetimes. Programs span from providing employment services to Refugees to helping students prepare for college or get certified in the Biotechnology, Nursing and Pharmacy fields.

Led the senior executive team of the $1B services business unit in defining a corporate growth strategy that expanded its geographic footprint across North America and structured the organization to support that growth.• Developed a new management structure that created a matrix of geography and competency leadership • Built the growth plan for creation of new offices, including executive selection criteria, staffing rates and procedures, growth opportunities for high-potential leaders and transition planning. • Implemented the integration plan including organization design, governance, culture and change management. Coached leaders in taking on new roles and new management style.• Optimized Sales & Operations Processes – Facilitated cross-functional leaders in improving key processes. Evaluated and defined new roles and responsibilities, client service impacts, revenue/time impacts and strategic intent.

Selected client experiences:• Finance Transformation (Lockheed Martin) - Advised the executive team in transformation to a “world class” (.5% of revenue) finance organization. Led the Change Management activities during selection of the service delivery model and governance model, and coached leaders in transitioning the organization and managing change. • Enterprise-wide Culture Change (Capital One) – Assessed a key strategic issue to be lack of a knowledge-sharing culture. Developed business cases for proposed changes. Planned process changes, future operating model, technology needs and tenets for a culture of knowledge-sharing and collaboration. • $16.6B Divestiture Operations Planning (Pfizer) - Led a cross-functional team of 52 people through due diligence, bid and announcement. Advised leadership and led team in organization design, workforce transition, change management, communications, legal schedules for the separation agreement, and transition service agreements.• Geographic Relocation of Headquarters (Daimler Trucking) - Led business continuity planning, defined operating model and governance, planned workforce transition and managed knowledge capture/transfer. • Knowledge Management Strategy (PepsiCo) – Created the strategy and plan for the Corporate CIO organization to introduce knowledge management systems supporting knowledge capture and sharing across their organizations. Defined the change program to align employees with one of PepsiCo’s key goals for growth: A knowledge sharing culture.Leadership roles included: - Strategic Change Methodology - Leadership Team Member - Knowledge Management Offering – Co-Lead - Behavior Led Strategy Execution (BLSE) – Leadership Team Member - Mergers & Acquisitions – Leadership Team Member- Midwest Human Capital – Leadership Team Member

Contributed to the strategic planning and new business development activities of a newly formed advisory firm that connected the best practices of business thought leaders with worldwide organizations.• Created and managed strategic partnerships - Developed relationships for content development with best-selling authors, corporate executives and top academics.• Managed development projects - Led the development of software, services, training and methodology products in sales, business development, statistical modeling, organizational change and networking content areas.

Contributed to the strategic planning and new business development activities of a newly formed advisory firm that connected the best practices of business thought leaders with worldwide organizations.• Developed strategic partnerships for content development with best-selling authors, corporate executives and top academics.• Led the development of software, services, training and methodology products in sales, business development, statistical modeling, organizational change and networking content areas.

• Developed eCommerce and online delivery strategies as an eLearning/eCommerce industry expert during formative stages of the company.• Led the design and development of online MBA course software using situated learning architectures. Delivered 12 products on time and on budget in less than 2 years, managing up to 7 project teams (50+ people) with a cross-functional staff.• Maintained external working relationships through setting expectations, negotiation of contracts and continual communication with content providers, university professors and software agencies.

Change Management • Planned and advised on execution of the change implementation strategy for restructuring the Andersen Consulting Education organization, including job design, culture assessment, sponsorship evaluation and measurement of effectiveness.Instructional Designer, Emerging Technologies & Change Management• Created the firm’s distance learning strategy and developed its worldwide virtual learning capability through the foundation of the Virtual Classroom Solution Center.• Led a 32-member innovation team charged with implementing emerging technologies in corporate learning, including research activities, product evaluations, and learning architecture prototyping.