Education
Tulane University - A.B. Freeman School of Business
M.B.A, Marketing and Management 1986-01-01 - 1988-01-01Lake Forest College
B.A, Psychology and Business 1979-01-01 - 1983-01-01Brooks School
Secondary, 1975-01-01 - 1979-01-01Work Experience
CBIZ
Current
CBIZ
The Graduate School at Nichols College
2018-01-01 - 2023-12-01
The Graduate School at Nichols College
PwC
2014-07-01 - 2021-06-01
PwC
Grant Thornton (US)
2012-01-01 - 2014-06-01
Grant Thornton (US)
EY
2001-01-01 - 2011-01-01
EY
Clareon
2001-01-01 - 2001-01-01
Clareon
Vanteon Corporation
2000-01-01 - 2000-01-01
Vanteon Corporation
Tessera Enterprise Solution
1998-01-01 - 1999-01-01
Tessera Enterprise Solution
EY
1995-01-01 - 1998-01-01
EY
ADP
1993-01-01 - 1995-01-01
ADP
Skills
Summary
I am a senior Business Development Leader with 30+ years’ experience with a demonstrated history of success in helping clients solve complex business problems. My current primary role at CBIZ New England focuses on helping organizations deal with the challenges and risks that are facing them in today's increasingly complex business and regulatory environment in the area of tax operations, compliance, technology, and IT risk & assurance. I focus on client needs in the areas of accounting advisory, tax operations, finance effectiveness, IT risk and cybersecurity, and strategic business consulting. Over the years, I have experience in the following industries and sectors: Financial Services (insurance and regional banks), Health Industries (payers, providers), Accounting Advisory Services, IT Risk & Assurance, Pharma Life Science, Power & Utilities, and Industrial Product Companies. My specialties include direct sales and marketing campaign development, strategic planning, large account management, key stakeholder management, strategic negotiation, improving sales operational effectiveness, sales training, and executive coaching.