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Work experience


Managing Principal Consultant

Phillips Consulting Group

Bring start-ups, small (100 employees or fewer) and medium-sized (fewer than 1000 employees) businesses creative strategies that will help them grow and succeed. Experienced helping troubled companies and executing turnaround solutions. Infrastructure and operational needs are addressed, sales and marketing strategies are reviewed to insure the best techniques are being employed. Experienced in a broad range of industries - from healthcare to logistics to high-tech to insurance.

Jun 2006Jan 2014

VP of Operations/General Manager

ACORN Research, LLC
  • Provide strategic leadership and manage all aspects of Healthcare Operations (HR, IT, facilities management, operations, finance)  for private-equity company that has changed the paradigm of how clinical trials (Phase I-IV) are conducted, clinical data and patient reported outcome data are collected and CRO services are provided.

Key Accomplishments:

  • Developed, rolled-out and supported The Patient Assessment, Care and Education (PACE) System - an electronic patient symptom screening, reporting and education system for oncology – rolled-out to over 100 practices across the US.
  • Launched technology (PACE System) in over 100 practices that enabled the capture of patient reported outcomes (PRO) from the waiting area in the practice as well as delivering educational material via the same technology.
  • Implemented IT policies and procedures to insure compliance with HIPAA privacy laws and FDA 21 CFR Part 11 compliant systems.
  • Established IT infrastructure for clinical data warehouse utilized by newly created Health Outcomes PharmacoEconomics department generating over $4MM in revenue.
  • Cut licensing costs 40%+ through renegotiating enterprise-wide agreements with vendors.
  • Oversaw design, build-out and relocation of company to new facility with no customer/client impact and loss of only one business day.
Jan 2002Jun 2006

VP & Chief Technology Officer

Fiserv, Inc.
  • Establish a fully-functioning Information Services group (desktop support, application development, network support, client servicing), and successfully aligned the IT & business strategies for two high-volume transactional business / payment processing units the corporation acquired. 

Key Accomplishments:

  • Tripled product revenue ($70k to over $200K) by deploying a state-of-the-art technology, which introduced significant efficiency into the operation and providing the client with a high quality product. Product volume grew over 34 fold in the first year after implementation.
  • Reduced expenses by over $1MM and increased productivity over 35% within 9 months by introducing operational processes across the entire organization, leading the turn-around of the company’s revenue from multi-million dollar annual loss to $2+MM in net operating profit within 3.6 years.
  • Built IT into a strategic business partner by collaborating with business clients to create client-facing products designed to make critical financial information available 24/7.
  • Developed IT strategic roadmap and short- /medium- /long-term goals to establish all aspects of technology infrastructure.
  • Directed the budgeting process, as well as all aspects of strategic IT planning and security/regulatory policy creation.
  • Reduced IT System/Infrastructure Level 3 “fire calls” (processing systems down – client impacted) from an average of one per month during first year of tenure to zero in the final 24 months of tenure.
  • Directed the strategic development of a remote data capture and data delivery initiative that served Continental US, Canada and parts of South America by 75% of client-base.
  • Led the expansion effort to open new centers on the West Coast and East Coast.
Jan 2000Jan 2002

Technology Program Director, Investment Management Group

Bank One Corporation (now JPMorgan Chase & Co.)

  • Directed programs and developed technology strategies for the Investment Management Group. Administered an $8.4 million technology budget; provided business insight and perspective in the restoration of division's IT infrastructure and organization.

Key Accomplishments:

  • Oversaw the development and roll-out of investment order tracking system that brought efficiency to the operation and generated over $1.56MM weekly savings in business processing costs.
  • Led infrastructure upgrade to eliminate poor connectivity, improve business standards and streamlined processes.
  • Enhanced delivery methodologies tailored to meet business requirements, improved technology management and introduced leadership techniques to improve overall business success for an on-time/at-budget success of 91% for all IT projects.



Change Management
Strategic Planning and Vision
Technology Infrastructure Planning

Community Service

ADVISORY BOARD - University of Memphis LEAD Program, Memphis, TN: A leadership program for emerging leaders.

FOUNDER - The Networking Roundtable, Naperville, IL & Memphis, TN:  A community job-networking group to help job seekers improve their job-search skills (resume/cover letter writing, networking skills, interviewing and negotiation skills). Created a job posting listserv that has delivered over 90,000 job postings to Networking Roundtable participants to-date.

BOARD OF DIRECTORS - HopeWorks, Memphis, TN: Non-profit organization providing training and education for the poor and ex-cons enabling them to find and retain employment.


Core Competencies

Problem-Solving • Decision Making • Leadership • Oral/Written Communications • Team-Building • Performance & Productivity Improvement • Executive Leader • Cost Containment • Productivity • Financial • Relationship Building • Talent Management • Strategic Planning And Alignment • Change Management • Global Sourcing • Team Coaching • P&L Management • Clinical Trials • CRO Services • Knowledge Transfer Agent • ROI Strategies • Compliance Direction • Public Speaking • Sales And Marketing Strategy • Revenue Growth Initiatives • Strategic Vision • Equity Value Creation • Profitability And Cash Flow Management • Merger & Acquisition • Entrepreneurial • Business Appraisal & Valuation • Strategic Vision


Top-performing Executive whose strength in strategically applying technology to solve business problems has produced a 34% improvement in productivity while reducing operating expenses by millions of dollars. Particularly adept in developing an effective, loyal and cohesive staff. Customer-service minded individual that is detail-oriented and passionate about his work performance. Strategic thinker that approaches situations with creativity and innovation. Astute in identifying areas in need of improvement, with the vision to develop and implement successful action plans. Both flexible and versatile, a well-rounded performer committed to continued excellence. 

A persevering leader who takes on business challenges that no one in their right mind would touch. Known for cutting to the core to identify organic business growth opportunities, enhance operations, improve profitability and reorganize to transform losers into profitable organizations.

Major Areas of Strength:

Strategic Leadership • Profitability/Revenue Growth Operations • Team Leadership/Development 

Strategic Planning & Alignment • Vision for both Business and Technology


May 2007Present

Certified Professional in Health Information Technology (CPHIT)

Sep 2004Present

Enterprise Technology Strategist

PENN STATE UNIVERSITY Executive Program, Smeal College of Business