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Summary

Will broaden your scope of opportunity using innovative strategies and sound solutions to advance deliverables, generate sizeable savings, and resolve / forego potential obstacles as your organization meets competitive challenges in an ever-changing global marketplace.

Career Progression

2015Present

Enterprise Program Manager, Capital Planning Group

Fifth Third Bank

One of the top-performing banks in the country with a 150+ year heritage of success

20112013

Project Coordinator

Pomeroy

Cincinnati Children's Hospital Cincinnati, OH

Lead Coordinator

  • Planned, scheduled, organized, and communicated throughout scope of hospital-wide refresh project from requirement determination through delivery; triaged client issues to leverage and schedule alternate resources
  • Trained new team members on workflow, responsibilities, & client deliverables
  • Served as primary point of contact to ensure project deliverables on-time & on-budget
  • Interfaced with department hospital leads, IS management team, end-users
  • Collaborated with end-users, ranging from senior directors to support staff, to determine specific needs and customized hardware/software configuration tailored to their tasks; requisitioned inventory to service upgrade needs

Luxottica Mason, OH

Project Coordinator Wireless Access Point

  • Installed Wireless access points to all Lenscrafters, Sunglass Hut & Target Optical Stores throughout North America
  • Managed field technicians during installation process through delivery of final product to customer

Cintas Mason, OH

Project Coordinator / Desktop Lifecycle Replacement Program

  • Contacted 900+ locations in North America to facilitate the over 4,000 computer replacements included in the Microsoft 365 Network upgrade
  • Created system to track customer touch points; maintained an organized disposition of CPU’s utilizing MS office and WebEx One

Cincinnati Children's Hospital Cincinnati, OH

Computer Refresh Analyst

  • Planned, scheduled, organized, and communicated throughout scope of hospital-wide refresh project from requirement determination through delivery; triaged client issues to leverage and schedule alternate resources
  • Collaborated with end-users, ranging from senior directors to support staff, to determine specific needs and customized hardware/software configuration tailored to their tasks; requisitioned inventory to service upgrade needs
20082009

Purchasing

Enerfab Inc

Engineering, fabrication, field erection, and maintenance service provider

  • Maximized savings between 5 and 15% by leveraging market participants against market conditions
  • Responsible for project execution and adherence to budget, schedule, and scope
  • Designed a proprietary software system to track / rate vendor competitiveness and on-time performance
  • Personally responsible for $20M in spend across multiple major projects running concurrently
  • Contributing budget management team member (+$80M,) overseeing process for multiple large-scale projects
  • Conferred with project personnel to identify and resolve problems; identified, reviewed, and selected vendors and consultants to meet project needs
20052007

Financial Representative

Northwestern Mutual

A top rated insurance company

  • Managed prospect base and sales process to target an average of 2,000 prospect calls per month; built / maintained client base, kept current client plans up-to-date while continually recruiting new clients
  • Monitored market performance of clients’ assets, retirement and insurance accounts
  • Sold financial products including: stocks, bonds, mutual funds, and insurance
  • Analyzed clients’ financial information to make determination of strategies to meet financial objective; responded to clients' questions / concerns about the purposes and details of financial plans and strategies; regularly reviewed clients' accounts / plans to determine reassessment was necessary
20032005

Director Capital Markets

Winchester Group Inc

A registered investment advisor and broker dealer founded in 1990 with Wall Street

  • Provided stellar customer service which increased average volume of top 5% clients resulting in growth of firm’s profitability
  • Managed all aspects of firms trading:
    • Nasdaq
    • European exchanges
    • Municipal bonds
    • NYSE
    • Canadian exchanges
    • Corporate bonds
  • Managed conversion of approximately $900M of securities and cash to Fidelity back office systems
  • Resolved compliance issues / operational matters related to trading activities; bought / sold stocks, bonds, or other securities at stock exchanges on behalf of investment dealers
  • Developed and maintained supplier and customer relationships
  • Analyzed target companies and opportunities to determine entrance and exit strategies
20022003

Vice President Sales and Trading

Caris & Company

A research-driven boutique investment bank created by a diverse group of highly experienced Wall Street professionals

  • Managed sales process leveraging access to top Wall Street asset management firms
  • Developed new trading relationships with hedge funds and buy-side firms by initiating new prospecting calls
  • Studied firm’s research to determine which buy-side institutions company product would benefit
19992001

Associate Director

UBS PaineWebber

UBS AG is a client-focused financial-services company that offers a combination of wealth management, asset management andinvestment-banking services on a global and regional basis

  • Chief liaison for conversion project of PaineWebber’s trading systems to UBS‘s systems
  • Top performer producing + $30M; member of the most profitable team on Nasdaq trading desk
  • Responsible for trading firm’s initial public offerings giving the firm exceptional exposure to customer base and increased positive exposure to upper management 
  • Functioned as chief liaison between trading desk and IT, Compliance and Operations departments
19971999

Trader

ING Furman Selz

Furman Selz was founded in the United States in 1973 as a research-driven investment boutique

  • Recognized as Top 5 performer producing in excess of $21M
  • Analyzed work flows; developed / implemented plan to improve efficiencies on trading desk resulting in faster order turnaround and error reduction
  • Trained trading desk personnel on order management system

Education