
VP Strategy, Blucora
AVP Corporate Strategy & Development, AT&T
Case Team Leader, Bain & Company
Ops Officer, U.S. Intel Community
MBA, Duke University
BS, Electrical Engineering, Missouri S&T University
Representative Projects
- Planned and executed multiple domestic and international high-stakes telecommunications auctions with $18B+ acquisitions
- Developed growth strategy for recently-acquired specialty insurance company resulting in customer acquisition of $30B anchor client
- Led development of wealth management M&A growth strategy with $20B in asset growth potential
- Established and led annual strategic planning process for Fortune 10 firm
- Formed and led program management of new global joint venture for five major telecommunications firms achieving technical prototypes in 6 weeks
- Established program management organization and governance committee for $81B in wireless radio spectrum assets
- Conducted due diligence of $1.4B U.S. Government subsidy auction, identifying significant flaws in auction and program design, and advocating for change with FCC
- Led due diligence team of new 5G technology and resulting deployment cost model
- Managed creation of wealth management profit improvement plan with new pricing to realize $45M in incremental gross profit
Expertise
Industries
- Financial Services
- Military & Intelligence
- Speciality Retail
- Technology
- Telecommunications
Expertise
- Growth Strategy
- Auction Planning & Execution
- Strategic Planning & Program Management
- Due Diligence
- Profit Improvement
Representative Clients
Companies
- AT&T
- Blucora, Inc.
- $10B Speciality Insurer
- Fortune 10 Financial Services Firm
- $15B speciality retailer
- Top 5 private equity firm
- Top 20 private equity firm
- U.S. Intelligence Community Agency