Versatile leader enhancing quality operations and offering valuable strategic perspectives in Finance and Wealth Management field.
Overview
24
24
years of professional experience
Work History
Operations, Marketing and Business Development
Luna Financial Services
Media
01.2023 - Current
Increasing efficiency and effectiveness of a small firm to deliver excellent performance and customer service by
Developing consistent work processes and connecting systems/tools
Managing and directing digital and print marketing
Creating canvassing and assessment tools, crafting and documenting strategy, and leading acquisition and other business development activities
Direct client management including wealth management and financial planning
Senior Information Technology Project Manager
South Jersey Industries
Media
12.2022 - 02.2025
Lead Project Manager of a multi-year program to design and build IT Infrastructure and site physical security systems for 50+ greenfield sites that convert dairy cow manure to Natural Gas
Management of IT contractors, including developing delivery process, building recurring meeting structure, maintaining tactical schedule, guiding documentation, and SharePoint site management
Simultaneously providing strategic guidance around program phases, design bases, on-site vs. remote build scenarios, long-lead equipment purchasing
Senior Change Management Project Manager
Johnson and Johnson
Fort Washington
03.2022 - 11.2022
Owner of 12 Quality Management Systems in their re-design and implementation for the spinoff of consumer health to Kenvue
Mapped all business processes to identify and rectify gaps and entanglements – corporate services, IT systems, org. design, training, etc.
Methodically assessed, grouped and resolved gaps, appropriately escalating
Negotiated for increased R&D involvement to improve product quality and speed
Financial Representative
Independence Planning Group
Blue Bell
01.2021 - 02.2022
Quickly supplemented existing knowledge with formal training, licensing and a network of subject matter experts to deliver financial planning and education to clients one-on-one
Supply Chain/Marketing Project Manager, Business Development Manager
FMC Corporation
Philadelphia
10.2013 - 12.2020
Integrated two product portfolios via acquisition, launched 20+ products to market and developed numerous business processes in multiple internal- and client-facing roles
Power user of SAP and other systems, creating and managing product data, product rules, planning needs, pricing and cost data, etc.
Owned product lifecycle from mid-research to launch, executing cross-functional meetings over years to define product vision, including marketing, technical service, regulatory and supply chain; Strategically cancelled 10+ projects
Oversaw development of Market and Customer Segmentation studies, Sales tools and media and training
Created ‘Private Label’ strategy with strategic distribution partners and developed life cycle management pricing strategies
Capital Project Portfolio Manager, Sourcing Lead
Braskem America
Philadelphia
10.2010 - 09.2013
Coordinated a $60M annual budget and capital approval/execution program for the US and Europe via the Brazilian PMO for 2 years, then transitioned into a client-facing sourcing role purchasing $2B/year of a primary raw material
Led SAP project implementation, including Claroty bolt-on portfolio management tool
Served as Project Sponsor on major projects, supporting Economic evaluation and approval needs
Created and managed supply contracts - developed a plan to save ~10% over 2 years.
Ethanol Plant Startup Coordinator and Multiple Engineering Roles
Sunoco
06.2002 - 09.2010
After developing basic workplace, engineering and project management skills, my culminating project included managing a project team of engineers and, later, all Operations staff of a site we had re-designed and constructed
Oversight of project installation, managing primary contractor, startup, and commissioning of all site equipment, operations, systems, and logistics, as well as designing site scheduling and corporate reporting. Successful startup in the 16-day window, on spec, on cost, with no safety or environmental issues
Progression of roles and project size/complexity, from $100,000 to $2 million capital cost
Appreciation of project and associated documentation to maintain quality
Development of team-management skills, addressing issues and finding alignment
Management of contractors and oversight of salary and hourly colleagues
Education
MBA - Marketing Focus
Drexel University
Philadelphia
09-2007
Bachelor of Science - Chemical Engineering
Lehigh University
Bethlehem
05-2002
Skills
FINRA Series 63/65
Financial planning and Wealth management
CRM and extensive data management
Effective, adaptive communication
Attention to detail and reliability
Business process mapping
MS Office and IT/tool strength
Social media strategy
Timeline
Operations, Marketing and Business Development
Luna Financial Services
01.2023 - Current
Senior Information Technology Project Manager
South Jersey Industries
12.2022 - 02.2025
Senior Change Management Project Manager
Johnson and Johnson
03.2022 - 11.2022
Financial Representative
Independence Planning Group
01.2021 - 02.2022
Supply Chain/Marketing Project Manager, Business Development Manager
FMC Corporation
10.2013 - 12.2020
Capital Project Portfolio Manager, Sourcing Lead
Braskem America
10.2010 - 09.2013
Ethanol Plant Startup Coordinator and Multiple Engineering Roles