Results focused, relationship first leader. Skilled in program management. Operates with agility and focus on critical decision making. Motivated by people, outcomes, and continuous rhythm of the business improvement.
Overview
18
18
years of professional experience
12
12
years of post-secondary education
Work History
Chief of Staff to CFO
Zendesk
San Francisco, CA
01.2022 - Current
Accelerated ability to meet and exceed growth ambitions
Improved accuracy of Board of Directors materials and CFO communications
Matured annual planning and operational rhythm of business
Promoted healthy team culture
Senior Director, Program Management & Operations
Zendesk
San Francisco, CA
01.2020 - 12.2021
Strategic program execution for entire company with team of program managers, business operations analysts, and operational cadence team
Increased connective tissue across global planning and goal setting rhythms
Director, Program Management
Zendesk
San Francisco, CA
01.2019 - 12.2019
Partnered with leadership across People & Places, IT, Security, Legal, Technical Alliances, Finance, and the Office of the CEO to define and execute most strategic priorities
Resolved critical issues quickly and with expert resolution and continued year over year success
Group Program Manager
Zendesk
San Francisco, CA
01.2016 - 12.2018
Started with Zendesk in Senior program management role.
Implemented company wide HRIS and global payroll system
Met success criteria for GDPR compliance and acquisition due diligence
Solved business need for efficiency and strategic across G&A functions and in support of Product and Go-to-Market results
Director, Executive Operations
Advent Software, Inc
San Francisco, CA
01.2014 - 08.2015
Chief of staff to CEO with responsibility for due diligence programs and leadership team operations
Successfully integrated HR, Legal, Finance and Marketing functions with acquirer SS&C
Senior Manager, Solutions Development Programs
Advent Software, Inc
San Francisco, United States
01.2008 - 01.2012
Reporting to EVP Development, with staff of three project managers responsible for hosted application upgrade management (4,000+ customers across multiple environments with 100,000+ users)
Established program management and product release framework still in place today, including agile development methodologies, Software development lifecycle and customer upgrade professional services
Customer Support
Advent Software, Inc
San Francisco, CA
01.2001 - 12.2005
Learned product and business from entry level support position
Solved financial and technical issues for investment and portfolio managers
Earned Tier 2 knowledge and sought out leadership position
Implemented team lead program to provide management career path for growing organization.
Improved department scores by 300 basis points on annual certifications
Built framework and foundation for strategic goal setting and achievement
Investment Operations Analyst
Acadian Asset Management
Boston, MA
06.1999 - 10.2000
Operational support to the trading and marketing department of a global equity firm with over 50 billion in assets across 100 clients, including some of the largest pension funds in North America
Reconciled account holdings and activity
Calculated and analyzed account performance
Education
Group Facilitation;Multi-stakeholder Collaboration -
Community At Work
San Fransisco. CA
01.2015 - 12.2017
Advanced Program Management -
Stanford University
Stanford, CA
01.2008 - 12.2012
Bachelor of Science - Business Administration:Finance; Political Science
University of Richmond
Richmond, VA
08.1995 - 05.1999
Timeline
Chief of Staff to CFO
Zendesk
01.2022 - Current
Senior Director, Program Management & Operations
Zendesk
01.2020 - 12.2021
Director, Program Management
Zendesk
01.2019 - 12.2019
Group Program Manager
Zendesk
01.2016 - 12.2018
Group Facilitation;Multi-stakeholder Collaboration -
Community At Work
01.2015 - 12.2017
Director, Executive Operations
Advent Software, Inc
01.2014 - 08.2015
Advanced Program Management -
Stanford University
01.2008 - 12.2012
Senior Manager, Solutions Development Programs
Advent Software, Inc
01.2008 - 01.2012
Customer Support
Advent Software, Inc
01.2001 - 12.2005
Investment Operations Analyst
Acadian Asset Management
06.1999 - 10.2000
Bachelor of Science - Business Administration:Finance; Political Science
University of Richmond
08.1995 - 05.1999
Skills
Collaborative leadership
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