A transformational strategy leader operating at the intersection of business and technology creating holistic strategies aligning business, technology and culture to gain a competitive edge while paving the way to strong revenue, profit and market share growth.

Exceptional record in startup, turnaround and high growth settings. Directed strategic change initiatives for small-mid market companies and Global Fortune 500 leaders generating steep gains in efficiency, capability and sustainability while driving down costs. Exceptionally talented at identifying opportunities and risks and for driving growth thru strategic insight, operational effectiveness, technology enablement and culture engagement.

As a former U.S. Army Ranger and Special Forces Operator, I bring the lessons learned in leadership, team building and situational awareness with a sense of urgency to every obstacle and opportunity encountered while possessing competency to remain focused; decisive and positive motivating staff to peak performance

  • Developing corporate vision by scoping, planning and applying research and analysis.
  • Achieving long-term strategic goals by completing special projects on vital issues.
  • Identifying, evaluating and assessing viability and expansion of new and existing opportunities.
  • Ensuring linkage of strategic plan with budget and financial objectives.
  • Building, managing relationships with executives, business unit leaders, internal/external clients.

Achieved the rank of Sergeant before being honorably discharged. Earned numerous awards, including the National Defense Service Medal. Other honors include: six-time recipient of the Presidential Unit Citation, four-time recipient of the Army Commendation Medal, six-time recipient of the Valorous Unit Award and three-time honoree of the Army Achievement Medal. Awarded the Army Good Conduct Medal, NCO Professional Development Ribbon and Multiple Army Oversees Service Ribbon.

Core Competencies

People Leadership / Force Multiplier Strategies / IT Transformation / Corporate Strategies / Analytical / Big Picture Thinker / Cost Optimization / Able to Integrate Seamlessly / IT Strategy  / IT Sourcing Strategies / Post-Merger Integration / Global Strategic Solutions / Change Leadership /Best Practice / Operational Strategies / Client Value Centric / End-to-End Enterprise Solutions / Turnarounds / Start-ups / Business & Operations Models / Team Builder / Corporate Objectives / Thought Leadership / Mentor & Coach / Problem Solver / IT Enablement & Alignment / IT Merger Integration / Impeccable Business Judgement / Communicator / Growth Models / Visionary & Big Picture Thinker / People Developer / Holistic Strategies /


  • Led the design and execution of a multi state expansion strategy for a financial services company and its three subsidiaries. Opened six facilities in four states in three years. Expanded product and services model adding several new products and leveraging services from three newly formed strategic partnerships. Reduced sales cycle by 77% by leveraging a new technology strategy. Achieved industry compliance (HIPAA, PCI-DSS) and implemented governance models. Enabled the firm to quadruple in size, triple revenues and double profits.

  • Led a tri-state insurance company in the creation and execution of a new business & IT strategy to consolidate costs, maximize efficiencies and increase competitive positioning. Re-established a unified company vision in partnership with the executive team. Eliminated two under performing facilities saving $2M per year. Introduced a hosted SaaS model and leveraged ERP applications enabling a 20% increase in new client on-boarding in the first 180 days. Refocused product and services line.

  • Led international clinical research organization (CRO) in the development and execution of an IT & Operations strategy with a focus on cost containment and competitive positioning. Initiated a freeze on all global asset lease purchases, partnered with CFO to perform cost/spend analysis and ZBB budgeting. Introduced global sourcing model and new global technology vendor capable of providing SLA driven support and services globally. Implemented a Shared Services model and SaaS solution to help drive standards, metrics, compliance and project governance to more effectively manage the day to day operations as well as provide leadership with valuable insight and BI. Boosted productivity 40% and accelerated project starts by 47%. Increased average projects per year by 40%.

  • Boosted revenue $4.7M while capturing $1.6M by realigning spend and IT optimization enablement. I was able to standardize internal processes as well as restructure the client delivery model. Staffed three critical positions significantly improving billable hour’s accuracy and top line growth. Restructured the AR/AP and financial reporting, improved resource allocation and billing consistency. Decreased project life cycle by 40% and increased new client acquisition by 35% in less than eight months.


Selected Accomplishments Brief

Scalable strategy powers rapid growth. Wealth Protection’s productivity and growth plans were hampered by outdated infrastructure. Designed multi-year corporate & IT transformation strategy. Implemented scalable SaaS platform. Leveraged IT Optimization & Enablement, Merger Integration for one firm. Added products and services enabling the firm to quadruple in size, triple revenues and double profits.

Costs cut 57% at insurance company with new business & IT strategy. Large regional insurance firm engaged Guardian to design a competitive strategy and reduce operating overhead. Assessed IT and corporate business models. Reduced headcount and consolidated staff, IT resources and facilities, performed zero-based budgeting. Moved to a shared services SaaS platform. Cut operating costs by $2M/year.


IT strategy increases capacity while cutting costs. International clinical research organization (CRO) hired NaviGATE to restructure their IT Strategy. Assessed current IT Organization and global sourcing and support model. Designed global IT Strategy leveraging a private hybrid cloud solution. Boosted productivity 40% and accelerated project starts by 47%.


Tripled revenue in turnaround strategy. Early stage NaviGATE struggled with growing demand and needed to realign strategies. Designed corporate & IT strategy improving client delivery, project capacity. Implemented SaaS, CRM, ERP and ITIL/M solutions. Formed PMO. Formed strategic partnerships. Boosted revenue $4.7M while capturing $1.6M.


IT and sourcing strategy captures $23.5M for Merck. IT sourcing was inefficient, costly and not scalable. Assessed current IT organization and sourcing model. Designed new IT operations and sourcing strategy. Instituted Just in Time delivery model. Reduced inventory spend, headcount. Streamlined vendor management.

Career Overview & General Experience

Work History
Apr 2012 - Present

Director, Strategy & Operations

Wealth Protection

Recruited to design and execute an aggressive national expansion strategy for WP and its Lennon Financial and College Planning Center divisions

Jul 2009 - Apr 2012

Principal Strategy Architect

Guardian Consulting Group

Recruited to capture new business opportunities. Devised and executed corporate and IT strategy transformations for clients in pharmaceutical, financial, insurance industries.

Jan 2008 - Jun 2009

Director of Strategy/Sr. Consultant

NaviGATE Corporation,

Brought in for six-month assignment to lead a global strategic performance improvement initiative for a CRO client and an internal process re-engineering program.

Oct 2002 - Jan 2008

Program Portfolio Manager (Consultant)

Merck & Co

Drove strategic process, systems and operations improvement programs in the corporate and IT divisions, generating gains in productivity, efficiency and quality while pushing down costs. Responsible for departmental P&L while managing operating and capital assets budgets totaling $3M

Oct 2001 - Sep 2002

Management Consultant

Bristol-Myers Squibb

Led a post-M&A IT integration of DuPont Pharmaceutical.


Nov 2007 - Oct 2008

Industry Certificate in Project Management

Boston University

This program offered a unique curriculum encompassing all three disciplines of managing projects, programs and portfolios, as well as supporting theories and methodologies.

Oct 2002 - Oct 2005

Bachelor of Science Business Management

University of Phoenix
Jan 2000 - Jan 2001

Certificate- Information Technology

Computer Learning Center

This was a certificate program that taught the basics to advanced technology uses, designs and application. I was able to extend my original program to focus on technology architecture theory and application.

Key Skills


Results Focused

Exceeding goals and a bottom-line orientation; evidence of the ability to consistently make good decisions through a combination of analysis, wisdom, experience, and judgment; high level of business acumen including successful P&L management; the ability to balance the delivery of programs against the realities of a budget; and problem solving, project oversight and creative resourcefulness.

Capacity Building

Ability to effectively build and scale organization and staff capacity, developing a top-notch workforce and the processes that ensure the organization runs smoothly; ability to connect staff both on an individual level and in large groups; capacity to develop and empower top-notch leaders and learn the strengths and weaknesses of the team so as to put people in a position to succeed

Big Picture Thinking

Ensuring that all program activities operate consistently and ethically within the mission and values of the company.

Open Door Leadership Style

Promoting regular and ongoing opportunities for all staff to give feedback on program operations.

Visionary Leadership

Known for leveraging insightful analysis, visionary strategy and natural leadership skills to generate powerful synergies. Well versed in developing and deploying advanced technologies to meet corporate and client business requirements. 

Strategic Vision and Agility

Ability to think strategically, anticipate future consequences and trends, and incorporate them into the organizational plan


Professional Affiliations & Development


Association for Strategic Planning  (ASP)

Institute of Management Consultants USA (IMC USA)

Project Management Institute (PMI)


Association for Strategic Planning, Studying for the Strategic Management Professional certification.

Executive Communications- Community College. Certificate of Completion.

Successful Negotiations: Essential Strategies & Skills, Univ Of Michigan on-line study. Certificate of Completion.

Inspiring Leadership through Emotional Intelligence, Case Western Reserve Univ, on-line study. Certificate of Completion.

Exploratory Data Analysis, Johns Hopkins Univ, on-line study. Certificate of Completion.

Finance for Non-Financial Professionals, Univ of California, on-line study. Certificate of Completion.

Community & Charity Involvement

  • Cradles to Crayons
  • Norristown Food Kitchen
  • Veterans Affairs
  • GallantFew, Inc
  • Marine Toys for Tots
  • Wounded Warrior Project
  • Greater Philadelphia Veterans Network (GPVN)

Personal Interests

Enjoy motocross, snow boarding, running, fishing, golf, Chess, mountain climbing, scuba diving and sky diving.