Incisive and collaborative change agent highly successful at leading organizations through:
significant challenges and transitions
reengineering strategy and processes
pivoting brands, products, and marketing
developing financial and investment plans and dashboards
BUILDING & FIXING
CARE & FEEDING
SERGE GLOBAL, INC.
Finance & Information Systems
Drove overall mission leadership and strategic direction as part of a three member Executive Leadership Team directing a $20 million global missions organization with 300 employees doing mercy, justice, and medical work in 26 countries. Set direction and goals for the work of Finance, Development, Marketing/Communications, HR, Legal and IT. Directed the building of processes supporting the 20% annual growth of the organization and the needs of all workers.
Purchased and restructured all aspects of an unprofitable cafe so it consistently realizes annual double-digit sales increases. Set strategy and accomplished all community and marketing/web/social media, financials, legal, and regulatory.
VALLEY GREEN COFFEE
Founder and Owner
Self taught coffee roaster. Bootstrapped profitable company from ground up to wholesaling over 20,000 pounds of coffee annually. Plan and perform all procurement, inventory, roasting, packaging, distribution, marketing/web/social media, financials, and legal.
PHIL-MONT CHRISTIAN ACADEMY
Director of Operations
Managed all business operations for a 250 student K-12 Christian School including: finance, marketing/web/social media, HR, legal, IT, admissions, communications, fundraising/development, facilities and event management.
MILLENNIUM MEDICAL EDUCATION RESOURCES
VP FINANCE | CFO
Managed all financial, technical systems, customer service, print production and design operations for a $25MM private sales firm. Manage the efforts of four people. Tenure saw 250% growth in sales, 600% growth in profitability, and 30% reduction in head count.
MBNA AMERICA BANK
VP Product Development / Loyalty Marketing
Developed, launched, tested, and analyzed new host-based stored-value cards. Evaluated profit and feasibility potential of prospective highly leveraged new products. P&L responsibility for $1.3B PNC cash plan on credit card portfolio prior to conversion.
VP Portfolio Management
P&L responsibility, strategic planning, budgeting, activation, utilization, retention, product upgrades, and product development for all loyalty marketing efforts (including partner relations) for 4M account $4B credit card portfolio. Managed six employees.
FIRST USA BANK
AVP Acquisitions Mktg | Portfolio Mgmt
VETERINARY LEARNING SYSTEMS
Director of Circulation
CME CONFERENCE VIDEO
Director of Marketing
J.B. LIPPINCOTT / WOLTERS KLUWER
F.A DAVIS PUBLISHING
Advertising Production Coordinator