Education
University of Arkansas
Bachelor of Science (B.S.) in Business Administration, Finance - Portfolio Management -Work Experience
Point B
Current
Point B
CapTech
2010-09-01 - 2020-09-01
CapTech
TIAA
2008-05-01 - 2010-09-01
TIAA
Evergreen Investments
2004-09-01 - 2008-05-01
Evergreen Investments
Bank of America
2000-10-01 - 2004-07-01
Bank of America
Skills
Summary
20+ years in management and technology consulting, account management, and large scale program management; working across mobile, digital marketing, risk, operations, and technology groups for clients. Experienced in creating and driving solutions with clients, guiding strategy and planning with client executives, and leading enterprise level transformations/technology modernization. Proven ability to build and grow relationships, develop trusted partnerships, and deliver results; including new client/revenue via account growth and new business development. Adept at product delivery of mobile, digital marketing, system integration, data integration, data visualization, and software solutions. Accomplished in creating and leading high performing teams, developing and implementing delivery/operating models, cultivating collaboration, and realizing business objectives via execution oriented delivery. Deep industry expertise within financial services, capital markets, asset management, mutual fund operations, securities trading and settlement, retirement services, and pension products. Project Management Professional - PMP (no longer active) Scaled Agile Frameworks - SAFe Agilist (SA) Certified Consultant Certified Agile Scrum Master (CSM) Prosci Certified Change Manager FINRA Series 7 Licensed Registered Rep (no longer active)