Oversaw strategies to assess new software solutions and commercial viability in alignment with business needs. Conveyed market intelligence through regular meetings with stakeholders to validate priorities. • Delivered $6M annual liability savings, a $50M increase in loan originations, and a $14M reduction in manual work identified through innovation sandbox. • Designed and operationalized a cross-functional execution framework that aligned business, product, technology, and operational stakeholders around enterprise innovation priorities and accelerated decision-making. • Improved process efficiency by 55% and completion rates by 25% through preventative risk mitigation and SOP optimization. • Secured average price reductions of 30% through vendor negotiations. • Enabled top-line growth by coaching founders on go-to-market strategy, sales messaging, and product roadmaps, increasing executive-level introductory meetings by 40%. • Leveraged AI-driven and automation-first approaches to streamline evaluation workflows, reduce manual effort, and accelerate execution timelines. • Established operating framework and governance processes for intake, prioritization, onboarding, evaluation, and operationalization of innovation initiatives including AI, workflow automation, and new product offerings. • Represented Truist as a Board member across 7 portfolio companies, providing strategic operational guidance, growth planning, commercialization readiness, and serving as relationship manager to portfolio company.

Founder and owner of Executive Coaching and Consulting services. • Provide 1:1 coaching services to non-profit CEO’s through periods of transformation as their organizations doubled in annual budget and scope of services • Assess Board governance and structure of for-profit and non-profit organizations • Provide strategic assessment of organizational structure, process simplification opportunities, and vendor management contract adjustments • Create and deliver team coaching sessions on effective time management and meeting facilitation

• Generated $50M in incremental annual revenue by restructuring commercialization into a program-level operating model spanning the full product lifecycle. • Reduced time to market by 72%, errors by 80%, and handoffs by 40% through process optimization. • Established portfolio planning cadences, product roadmaps, and KPI-driven reporting. • Enabled scalability of new products and solutions through process simplification, creation of playbooks, value stream mapping, workflows, and training. • Launched new products using Agile execution cycles, supported by standardized workflows, playbooks, and training in alignment with revenue forecasts. • Onboarded 20+ new partner launches annually through creation of standardized client onboarding processes. • Enabled Product Managers and Operational resources through. • Established KPIs and operating metrics to measure product profitability, operational performance, and execution effectiveness, leading to accelerated integration of people, processes, and technology post-M&A. • Led operational continuous improvement initiatives using Lean, Kaizen, and FMEA methodologies. • Prioritized initiatives to modernize platforms and workflows, enabling automation-ready processes and data-driven operational execution across product, operations, and go-to-market functions. • Accelerated strategic plans by developing KPIs to measure product profitability. • Achieved $10M+ in annual cost savings through legacy system retirement and process optimization, reducing delivery timelines by two-thirds. • Tripled revenue in under one year through effective client introduction to new product offerings. • Managed vendor and offshore resource partnerships supporting analytics, operations, and reporting functions. • Facilitated global technology rollouts across U.S., Europe, and Japan, ensuring adoption through process design and training.

Project Management Professional

Project Management Institute

2011 - 2029

Credential ID: 1393593

Lean Six Sigma Green Belt

Catalina

2016

Product Owner

Scrum Alliance

2014 - 2029

Credential ID: 315961

Associate Certified Coach

International Coaching Federation

2023 - 2029