PROFILE
• Proven leader with experience successfully building, managing, and growing profitable businesses.
• Demonstrated ability to drive business growth and service excellence across multiple markets & industries.
• Established track record of successfully managing large and highly complex initiatives across a broad range of business disciplines.
• Significant expertise in designing and implementing large-scale operations and technology environments.
• Recognized as a passionate leader with a proven ability to inspire and foster collaborative relationships, both inside and outside organizations, while building strong management teams across business units and all levels of an organization.
PROFESSIONAL EXPERIENCE
Fidelity Investments, Cincinnati, OH (March 2007 to Present)
A leading international mutual fund and financial services organization with over $3.0 trillion in assets under administration and $1.5 trillion in assets under management.
Vice President, Enterprise Operations
Senior member of Fidelity’s enterprise strategy and operations group with responsibility for developing, directing, and implementing the company’s highest-priority initiatives designed to improve marketplace competiveness, end-customer experience, and operational efficiency. Management responsibilities include Site Lead for the group’s Midwest Regional Site comprised of 3 VPs and 5 Directors, 2 Boston-based Directors, as well as large cross-functional business project teams typically ranging from 25-100 executives and associates.
• Led a cross-functional effort to redesign Fidelity’s relationship strategy for the Mass Affluent and High-Net-Worth customer segments representing $800B in assets under management; initiative to significantly improve these major segments’ value propositions and competitiveness by designing and implementing more effective customer relationship processes, strategically shifting support activities to low cost channels, and enhancing a critical retail support model.
• Leading a major initiative across the Marketing, Operations, Web Distribution, and Compliance organizations to improve the systems and processes for producing and distributing Fidelity’s advertising and sales media; program is on-track to reduce cycle time by 30%, which will result in multi-million dollar cost reductions and enhance regulatory (FINRA) compliance.
• Co-developed a go-to-market strategy for a new $100MM + human resources outsourcing (HRO) service bureau offering; led service delivery design, incorporating in-line efficiencies projected to save $10MM relative to competitive benchmarks.
• As part of Fidelity’s globalization and cost reduction strategies, led project to identify, plan, and off-shore financial transaction processing to India; identified $20MM in labor arbitrage savings opportunities.
• Conducted a targeted cost reduction assessment of the Risk & Compliance organization; working with the Executive Leadership Team, developed an approach for realizing 30% in savings opportunities over a 3-12 month period.
Deloitte Consulting LLP, Washington, DC & Cincinnati, OH (December 2003 to March 2007)
One of the world’s leading professional services firms comprised of 45,000 professionals providing audit, tax, financial advisory, and consulting services.
Senior Manager
Senior member of a technology strategy and operations consulting practice with responsibilities for business development, practice management, and project delivery. Significantly grew and managed a practice of 45-55 associates providing business advisory, IT advisory, operations improvement, and software development services. Co-developed multiple B2B product/service offerings and go-to-market strategies. Served in leadership roles on multiple strategic account teams and as a sitting member on Deloitte’s Business Continuity Practice Leadership Team.
• Developed business continuity and global data center strategies for a Fortune 50 pharmaceutical firm. Led global cross-functional team in developing a plan to: reduce revenue risk exposure by 80% over 5 years, realize $12MM in annual cost savings, and scale IT to accommodate doubling of revenues over 5 years. Successfully led effort to secure executive leadership approval for this $175MM+ investment – personal leadership contribution formally cited in a letter of appreciation from the Global Information Security Director.
• Planned and secured CFO approval for a $150MM + data center consolidation program at a Fortune 100 high-tech firm. Led turn-around of stalled program; developed and socialized business case to gain senior executive buy-in.
• Developed strategy to increase IT’s value and contribution at a $2B manufacturing firm; identified opportunities to: reduce IT headcount by 20%, increase business/IT alignment through governance and portfolio management strategies, and revamp the ERP rollout plan to include targeted business process improvements.
• Led IT due-diligence and day-one planning for a $3B carve-out of a Fortune 500 high-tech firm – analysis uncovered opportunities to reduce IT operating costs by up to 52%. Senior advisor for a leading global private equity firm; identified one-time investment capital and projected the IT and engineering costs of the standalone business.
• Co-led IT post-merger integration of multiple large US Government Agencies; developed strategy and successfully led implementation of large capital programs to establish integrated IT services, data center, and support environments during the merger of 22 business units with a consolidated IT budget of $2B/year.
• Achieved $21MM in consulting sales over a 3 year period.
Resource Consultants, Inc., Washington, DC (March 2002 – December 2003)
A $300MM, privately held, services firm consisting of over 3,000 consultants and serving Government and commercial clients throughout the United States, Europe and Asia; acquired in 2005 by United Kingdom based Serco Group plc.
Director
Profit / loss responsibility for a multi-regional professional services business unit across Washington DC, Virginia, Maryland, Pennsylvania, and Georgia. Responsible for business development and managing business partnerships. Accountable for overseeing the execution of 10-15 concurrent projects of varying scale, complexity, and duration to include the management of both on-site and remote teams.
• Took over and turned around failing business unit; grew revenues by 300% and restored profitability through acquisitions and growth.
• Designed and led a market development pilot focused on opening a new commercial marketplace; pilot exceeded revenue targets by 10% and profitability targets by 20%.
• Positioned firm on multi-vendor teams for $10B and $800MM Government contract opportunities. Personally led negotiations for establishing a subcontractor relationship under favorable business terms.
• Led post-merger integration for Resource Consultants Inc.’s $10MM acquisition of a professional services firm; led integration of professional services business unit, assumed P&L responsibility for the acquired entity.
• Optimized the Navy’s nuclear reactor technical document supply chain. Led CMM-compliant project that reduced distribution costs by implementing a web-based document management system on a protected network.
Manager Enterprise Operations Services
Served as Director of IT; reported directly to the CIO and business unit leadership for the management of corporate IT and client hosted environments.
• Reduced IT incident response times by 30% and increased customer satisfaction. Established Service Level Agreements with business units, developed ITIL-based IT processes, and implemented IT management tools. Sound performance reflected through rapid advancement.
United States Coast Guard (July 1990 to March 2002)
One of the five branches of the United States armed forces; this $10B organization is tasked with the protection of the maritime economy/environment, defense of maritime borders, and safety of lives at sea.
Telecommunication & Information Systems Command (TISCOM), Alexandria, VA
Manager, Enterprise Messaging and Directory Services Group
Managed worldwide enterprise e-mail & directory platforms providing service to 42,000 users; oversaw engineering, operations, and tier-3 contact center functions.
• Developed solution providing Coast Guard cutters with real-time access to critical business applications and data from sea. Led implementation of an integrated software and commercial satellite architecture at a lifecycle cost savings of $1.1MM.
• Sound performance reflected by placement on accelerated promotion path 3-years ahead of peer group. IT and business leadership formerly recognized with the Department of Transportation Secretary’s Team Award, two Meritorious Team Commendations, Commandant’s Letter of Commendation, Commendation Medal; nominated for the Meritorious Service Medal.
USCGC Cowslip & USCGC Iris, Astoria, OR
Positions of increasing responsibility in Coast Guard shipboard operations – Awarded Coast Guard Commendation Medal, Commandant’s Letter of Commendation and Coast Guard Team Commendation.
EDUCATION
• MBA, The College of William and Mary, Williamsburg, VA
• MS, Computer Science, University of Illinois, Urbana, IL
• BS, Mathematics & Computer Science (High Honors), U.S. Coast Guard Academy, New London, CT |
