Very experienced program and project management leader with a background driving complex, cross-functional initiatives across enterprise operations, customer experience, and large-scale systems transformation. Skilled at building PMOs, leading organizational change, and partnering with executives to translate strategy into actionable plans that deliver measurable operational and financial results. Expert for managing diverse stakeholder groups, implementing scalable processes, and consistently delivering high-impact programs on time, on budget, and with strong organizational adoption.
Overview
35
35
years of professional experience
4
4
Certificate
Work History
Senior Business Broker and Managing Director
Transworld Business Advisors of Eastern NC
01.2022 - Current
Advise sellers on the best business divestiture options based on their individual goals, constructing creative deal structures to complete the business sale
Simultaneously project manage activities of 10 transactions ranging from $200k to $9M sales price, including valuation, marketing, due diligence, lender approval, business transition, legal and contracts, problem solving, and closing activities.
Operating Officer for the office developing business strategy, creating KPIs, and streamlining processes
Value businesses using multiple approaches including analyzing financials and proforma from a buyer and bank perspective
Build a team and manage relationships between buyer and seller, banker, attorneys, appraisers, accountants, tax advisors, and financial planners
Sold or currently listed $25 million in businesses
Office in top 10 offices out of 300 offices worldwide 3 years running
Championed veteran entrepreneurship by developing a structured ETA curriculum and partnering with ECU to establish a free educational program supporting service members transitioning to civilian careers.
Operations, Business Strategy, Change Management
Cisco
01.2016 - 01.2022
Established a new enterprise Change Management organization, acting as Executive advisor to the Chief of Staff and CEO of the division; built and led a team responsible for driving adoption and execution of all transformation initiatives aligned to corporate strategy.
Created Project Management Office (PMO), partnering with executives to define strategic initiatives, launch new projects, and oversee program governance including milestones, communications, risk management, and executive reporting.
Program managed the global CRM transition for a $2B services division, delivering the implementation on time and on budget with zero business disruption and full continuity of customer operations.
Represented business requirements and partnered with IT to build a proprietary project-tracking system integrated with enterprise tools—adopted as a Cisco best practice.
Senior Operations and Customer Experience Manager
Lenovo
01.2012 - 01.2016
Served as Operations Manager for Lenovo's $50B multi-national ThinkPad Business Group; later hand-selected by the VP of Marketing to lead a transformation team shifting the company from a product-centric to customer-centric operating model. Led innovative projects to improve ease of doing business and process efficiencies, such as making it easier to contact technical support and saving $2.5M in misrouted call savings.
Led execution of 35+ customer experience “quick wins,” driving cultural transformation through BU working teams, enhanced web experience deployment, and accelerated customer engagement via social media channels.
Oversaw product lifecycle strategy from concept through launch for a 50-product portfolio, driving executive decision-making and leading the annual business planning process for a $50B division and its highest-profit product line.
Program Manager, Business Intelligence
SAS Institute
01.2003 - 01.2012
Improved consistency in worldwide global data input in internal systems, increased data accuracy, and enabled enhanced executive level reporting and business intelligence to include sales and revenue data by customer, country, and solution. Led 5 project managers.
Marketing Manager, Worldwide Marketing Project Off
Lenovo
01.2002 - 01.2003
Created strategy to implement project management across SAS' global marketing organization.
Built team to create project management methodologies, improve processes, and educate organization on the benefits of project management.
Worked with executive management to gain acceptance of project management philosophy.
Developed and implemented marketing strategies for 7 mature software products. Introduced 2 new applications including a web-based sales automation tool and job cost accounting system. Project managed a $5M e-business hub to host online homebuilder community.
Held increasingly responsible positions including Pricing Manager for a $180M business and Financial Manager for $50M in base costs. Completed process reengineering and quotation automation resulting in $300,000 in cost savings and $500K in incremental margin. Facilitated acclaimed Financial Management Program for GE Plastics Europe.
Education
Master of Business Administration -
Duke University
01.1998
Bachelor of Administration - Marketing (with Departmental Honors)
Managing Director & Chief Operations Officer at Transworld Business Advisors of Eastern NCManaging Director & Chief Operations Officer at Transworld Business Advisors of Eastern NC