Founded and ran a business strategy, analytics, and management consulting firm serving start-ups in the Charlotte, NC area with strategy development, process engineering, and project management services. ★ Cultivated and maintained client relationships with start-up companies such as HealthDax.com, TheCareCost.com, Omit.com, MembeReach.com, H&H Medical, Protected-By.com, and SocialButterfly.com.★ Collaborated with leadership of client organizations to conduct exploratory assessments and SWOT analyses, build business cases, prioritize strategies for execution, and formulate tactical plans and incentive programs in support of strategic initiatives. ★ Conducted quarterly business reviews (QBRs) to assess business performance and develop corrective strategies where required, in addition to developing and implementing ad hoc strategies, programs, and technology solutions to address shifting priorities.★ Delivered strategic guidance and operational support for all business functions within client organizations, including customer service, operations, technology, project management, and training and development. ★ Identified operational gaps through detailed current-state assessments of business processes and drove appropriate process improvements (including variance reductions, waste elimination, and standardization) using Six Sigma tools and best practices.o Redesigned the client integration process for an NC-based client, which resulted in a 30% reduction in overall client onboarding time and an 80% reduction in time taken to develop technology readiness.o Executed a Lean process improvement and automation initiative for the customer service processes of a Charlotte, NC-based business, which delivered a significant reduction in errors and costs. o Oversaw the end-to-end redesign, restructuring, and optimization of the Project Management Office (PMO) for a Charlotte, NC-based technology company.

Played a key leadership role with responsibility for strategic planning, business process design and improvement, KPI development, QBRs, and risk management and analysis within the mortgage business. ★ Leveraged expertise in business strategy, analytics, and Six Sigma to provide strategic direction for process improvement/automation initiatives that enhanced performance across key mortgage business functions.★ Performed baseline process mapping and analysis across all core mortgage business processes and utilized best-in-class Lean tools and methodologies (including Kaizen Blitzes) to rapidly develop solutions for urgent financial/operational risks and opportunities. ★ Worked with executive leadership to drive strategic planning sessions and develop business strategy, goals, and KPIs while facilitating QBRs to generate insights that influenced continuous improvement in strategy, processes, and analytics. Key Projects & Achievements:o Conducted ad hoc analysis to determine the impact of using external appraisers with Golden West Financial, resulting in the identification of $60M+ in duplicate expenses.

Served in a multi-faceted leadership roles with oversight of strategy development and process engineering across multiple business units, including Retail, Consumer, Deposits, South Florida Retail, Sports Marketing, and Human Resources.★ Provided strategic direction, operational leadership, and technical expertise to large cross-functional teams in successfully managing a portfolio of enterprise process engineering programs/projects.★ Formulated data-driven strategy and clearly defined operational plans (including KPIs, goals, and risk analytics) to drive business process mapping and reengineering efforts covering hundreds of core processes.★ Translated strategic imperatives to leadership, manager and associate level goals and incentives. Supported line of business leaders in the deployment and monitoring of these performance plans.★ Deployed best-in-class Six Sigma process engineering methodologies (including DMAIC, DFSS, and DMADV) to drive business transformation initiatives and deliver tailored solutions to urgent business issues.Key Projects & Achievements:o Improved demand generation in the retail channel by engineering and delivering 4 chapters of the sales management playbook, leading to $200M+ in annual incremental revenue generation and an Enterprise Best of Six Sigma Award.o Directed strategic planning and business review processes for the South Florida Retail division (including implementing recovery strategies during down cycles), resulting in 3 consecutive annual Enterprise Sales and Service Composite awards. o Planned and implemented a pilot project for the design, development, and launch of Bank of America’s first virtual teller system, resulting in a system deployment in 2013.

o Engineered (Designed and Coded) the customer analytics for the bank’s first Profitability Modelo Engineered (Designed and Coded) the analytics in support of the Loans.COM acquisition. The Business case ultimately resulted in free online banking for bank customers.o Provided Financial Analysis and Ad hoc Financial Reporting for the consumer segment

o Provided Statistical Modeling, Reporting and Ad Hoc Analytics for HELOC Acquisition Marketingo Managed Internal Client Relationships and partnered with cross functional team members

 Quantitative Researcher on the First Computerized Law School Admissions Test (LSAT) Engineered (Designed, Coded, Tested and Deployed) statistical software used to score, scale and equate the Law School Admissions Test. Ran flawlessly for over 20 years. Conducted and published Operational and Test Development Research for the LSAT

Analytics and Data Modeling - Summer 1986 - High Definition Television Research- Summer 1987 - Advanced Information Systems Research- Summer 1988 - Artificial Intelligence Research