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Summary

Extensive experience leading transformative initiatives across healthcare, financial services, and hospitality industries, with significant achievements in delivering large-scale programs in regulated environments.

Demonstrated expertise in leading large and complex enterprise digital transformations and teams. This includes CRM\ERP vendor selection, strategic roadmap, governance, stakeholder engagement, and strategic sales enablement. Authored over 30 articles on digital transformation and organizational change, enhancing industry credibility and thought leadership. 

Proficient in Salesforce Health Cloud implementations, enterprise system evaluations, and testing strategy development within high-stakes modernization projects. Seeking opportunities to drive impactful business transformations leveraging deep delivery knowledge and strategic insights.

Holds a Bachelor of Science from Montclair State University, Member of Wrestling team that won Division 3 National Championship. 

Work experience

Point B, Seattle, US

2023-12present

Senior Manager

  • Directed a $24M Salesforce Health Cloud implementation at the University of Chicago Medicine, encompassing clinical, operational, and compliance domains. Oversaw program governance, cross-functional alignment, and risk mitigation to ensure on-time and in-scope delivery.
  • Led the Integrated System Testing pillar within a $750M modernization program for the Options Clearing Corporation (OCC), one of the United States' Systemically Important Financial Utilities. Designed and executed multi-phase testing strategies validating an AWS migration and core trading system decommissioning.
  • Coordinated full lifecycle ERP vendor evaluation and selection for Golden Corral’s Restaurant Technology Group, aligning platform capabilities with operational requirements and long-term strategic goals.
  • Strengthened strategic sales enablement processes by collaborating with account teams to design solution architectures and provide delivery assurance, supporting closures of high-value opportunities.
  • Authored approximately 32 articles on topics such as digital transformation, ERP systems, CRM platforms, and organizational change management; content published across LinkedIn, technical blogs, and firm communication channels to enhance brand visibility and thought leadership credibility.
  • Delivered large-scale transformation programs across healthcare, financial services, and hospitality sectors in regulated environments by integrating executive stakeholder engagement with robust delivery expertise.

Career Break

2022-102023-12

Caregiver to critically sick family member

Simplus, Salt Lake City, US

2021-052022-10

Director of Strategy

  • Directed strategic initiatives, including the successful consolidation of four core legacy systems into a single Salesforce platform for Cognex.
  • Led the assessment and evaluation of over 100 legacy applications and systems for Apple, identifying potential replacements with Salesforce to optimize operations.
  • Oversaw the implementation of a Transformational Enterprise Salesforce CPQ platform for Alsco Uniforms, ensuring alignment with business objectives and operational efficiency.
  • Delivered comprehensive strategies for modernizing enterprise systems, focusing on streamlining processes and integrating technology solutions.
  • Managed cross-functional teams across multiple high-profile engagements to achieve seamless project delivery and transition to Salesforce platforms.
  • Fostered client relationships through effective communication, demonstrating expertise in leveraging Salesforce to meet organizational goals.

Silverline, New York, US

2018-072020-12

Director of Digital Transformation Strategy

  • Secured the largest professional services deal in company history, generating $5.2MM in Phase 1 Salesforce Health Cloud through a Strategic Advisory engagement.
  • Directed a custom mobile application development initiative for the largest hospital system in Florida, streamlining operations by replacing nine legacy mobile applications and enhancing end-user efficiency with improved business processes, marketing journeys, a 40% click reduction, geolocation capabilities, mobile telehealth features, and physician contact search and email functionalities.
  • Oversaw 5+ Strategic Advisory engagements that yielded a 15X increase in pull-through revenue, contributing $15MM through subsequent Professional Services implementations.
  • Spearheaded digital transformation strategies combining innovative technologies and industry best practices to optimize operational efficiency for healthcare organizations.
  • Designed and implemented solutions tailored to complex client needs to drive measurable improvements across multiple facets of their healthcare operations.
  • Fostered long-term client relationships and partnerships that bolstered organizational growth while aligning technical capabilities with strategic business goals.

IBM Global Business Services -Bluewolf, Armonk, US

2016-052018-07

Delivery Director

  • Oversaw the $2MM phase 1 Salesforce implementation for a publicly traded speech recognition company, successfully retiring 12 legacy systems and achieving a 35% improvement in operational efficiency.
  • Improved end-user experience through the effective integration of Salesforce Sales Cloud and Service Cloud solutions.
  • Developed and implemented seven detailed project management templates customized for Salesforce modules, achieving 100% adoption among the project management team.
  • Managed cross-functional teams to ensure seamless program execution within timeline and budget constraints.
  • Delivered strategic guidance on process optimization, aligning system enhancements with organizational goals and industry standards.
  • Ensured compliance with corporate governance frameworks while addressing stakeholder requirements throughout the project's lifecycle.

Astadia, Jacksonville, US

2013-042016-05

Director of Consulting

Accenture/ Cloud Sherpas, Atlanta, US

2012-062013-04

Senior Manager/Program Manager

CDC Software Corporation, Atlanta, US

2008-012012-02

Director of Professional Services

Prior Positions Held and Accomplishments

  • Oversaw technological strategy and development as Vice President of Technology at Tarragon Corporation in Fort Lauderdale, focusing on aligning IT initiatives with business objectives to drive growth and innovation.
  • Directed integration of business systems for Lennar/WCI Homes in Bonita Springs, FL, contributing to optimized operational workflows and improved system efficiencies.
  • Led CRM client services at Altara in Cedar Knolls, NJ, ensuring effective client relationship management and delivering tailored solutions to meet evolving customer needs.
  • Managed project execution at Third Wave Business Systems in Elmwood Park, NJ, coordinating cross-functional teams to deliver projects on time and within budget while maintaining a focus on quality outcomes.
  • Served as Regional Account Manager for Baxter Healthcare in McGaw Park, IL, building strong relationships with clients and achieving sales targets through strategic account management.
  • Excelled as Regional Account Manager at Curative Health Services in East Setauket, NY, implementing sales strategies that resulted in increased regional revenue growth.

Education

Montclair State University

Bachelor of Science

Upper Montclair, N.J.

Chubb Institute

Computer Science

Parsippany, N.J.

Pequannock Township High School

College Prep

Pompton Plains, N.J.

Associations

  • Montclair State University Business School - Board of Directors
  • Tampa Bay Technology Forum (Member)
  • Certified Cal Ripken Youth Baseball coach
  • NCAA Varsity Wrestler