Dynamic individual with over ten years of hands-on experience in M&A Integration and talent for leading large teams through complex changes. Known for team leadership, fostering cooperation, adaptability, and creative problem solving.
Overview
36
36
years of professional experience
1
1
Certification
Work History
M&A Integration
Illumina
03.2021 - Current
Integration manager responsible for leading cross-functional, complex change initiatives resulting from corporate development transactions (mergers, acquisitions, divestitures).
As a manager and leader within the corporate development team, responsibilities are to organize direct and execute large matrixed teams through the transformations resulting from mergers, acquisitions, or divestitures
Deliver on deal value and financial commitments of the deal.
Participate in due diligence, effort and funding estimates, work closely with deal lead to establish deal value goals, then lead execution of the integration to achieve deal value goals.
Includes initial assessment of the integration complexity and functional funding requirements of a transaction, plan the integration milestones and establish goals to be executed by a large cross functional team. Track progress, identify and manage cross functional dependencies, and deliver to plan.
Consultant
Slalom Consulting
08.2019 - 03.2021
Business Advisory Services Consultant responsible for leading delivery of transformative software and organizational improvement initiatives for clients.
Client Industries: Technology, Financial Services, and Retail
Recipient of the Slalom Southern California Award for exceptional delivery and client feedback, July 2020.
Recipient of Delivery Excellence award, August 2020
Program Manager
Mitsubishi UFJ Financial Group (Union Bank)
01.2016 - 01.2019
Responsible for management of multi-million-dollar software development and integration projects including software purchase and integration to current systems as well as internal build and change management efforts to support migration of capabilities in-house.
Implementation and integration of SAS Customer Intelligence software suite to enable marketing automation, advanced analytics, real time decision engine and analytical predictive modeling tools for Union Bank. Program delivered on time and under budget ($5.78MM budget, $4.99MM actual).
Received MUFG Quarterly Performance Award in February 2017 and May 2018.
M&A Integration, Program and Project Management
Bank of America
01.1990 - 01.2016
Earned five promotions while building expertise as a project manager, relationship manager, program manager, and process manager. Dedicated to M&A Integration from 1993 to 1999.
Awarded two process improvement patents: ATM Wait Time Model and Online Enrollment Process Improvement.
Education
Bachelor of Science - Business Administration (Finance)