Oversee all accounting and financial operations for state-wide non-profit funded through Federal, state, and private sources.

Co-founded Niche B2B Professional Services Firm• Co-invented industry-standard methodology and best practices for customer advisory board programs and other B2B executive customer engagement initiatives. Designed and built scalable business model.• Led and managed all business operations. Designed and built all processes along with architecture for all company data.• Project manager on client initiatives in strategic planning, data analytics, distributor networks, customer advisory board initiatives, qualitative market research, and other executive client programs. • Wrote, edited, and published proprietary research on B2B industry topics. Oversaw editorial calendar, planned B2B marketing content, and directed social media initiatives.• Contributor and Editor of National Best Seller The B2B Executive Playbook.

Managed Windows Customer Support• Managed call center support business for the Personal Customer Segment for all releases of the Windows Operating System. Scheduled resources and managed relationships with outsourcing partners. Analyzed call pattern data and other metrics to optimize call center performance.• Responsible for management and supervision of customer support team. Made all decisions regarding employee development and team management, including hiring, firing, coaching, career development, and formal performance evaluation. Received high scores on Employee Surveys for improving morale and overall job satisfaction.• Completely accountable for all aspects of customer satisfaction for the business segment, including developing and delivering measurement tools, improving results, and corresponding on a daily basis with customers. Boosted monthly team score after just one month as manager.

Designed Database Solutions and Improved Structure and Integrity of Data Repository• Analyzed business and technical requirements to recommend, design, and implement data structure and migration strategies. Performed Data Modeling functions on concurrent Information Technology projects, including new development, system enhancements, and production support.• Conducted data model presentations for all levels of audiences, including developers, analysts, users, senior management, and client executives.• Assumed responsibility for the maintenance and integrity of enterprise data repository, both its structure and the integrity of the data as it migrated between Legacy systems to Client Server applications. Standardized Data Architecture practices and built infrastructure tools to monitor team activities.• Served as lead data modeler for Walmart overseas supply chain shipping consolidation.

Technology and Business of IT Consultant to large financial institutions. Fulfilled roles in all functional areas and in all phases of the project life cycle. Clients included Bank of America, Citibank, City National Bank, Imperial Bank, and Wachovia.• Led design of all business processes and supporting technology required to manage global resource teams in Asia, Europe, Latin America, and the US, including Recruiting, Human Resources, Communications, Expatriate Administration, and Financial Processing and Analysis.• Instituted financial processes and improved operational efficiency by consolidating Purchasing, Accounting, and Finance into single unit. Supervised and managed department staff.• Budgeted and forecasted monthly and annual operating expense and revenue projections for multi-million dollar financial processing budget. Produced risk analyses as well as ten-year sales and performance forecasts. Developed pricing proformas for new product and service offerings.• Improved Marketing and Sales with analytics and content. Created process for developing sales proposals which facilitated communication between sales and delivery while improving the overall quality of sales and marketing materials. • Streamlined HR practices through the implementation of technology. Managed ongoing team projects, including publishing employee and management newsletters, creating orientation programs, developing client and employee satisfaction measurement tools, and producing articles for company and client publications. Implemented principles of Information Mapping.• Led the design and development of enterprise-wide application interfaced by every business unit and their regulatory agencies. Designed database and orchestrated data mapping and conversion.• Selected to company's formal management training program. Completed projects in programming, data processing operations, software development, business analysis, and client management.