Professional Background
Resume
Career Path
Professional Experience
Client Services Manager
Velocity Solutions -- Remote
- Managed 60 financial institution clients with book value above $6M. Help clients throughout their entire journey post-sale through renewal; software implementation, consulting, training, support, and analysis.
- Led automation initiatives across multiple products using Python and no-code tools, streamlining processes and enhancing efficiency.
- Built multiple Jupyter Notebooks to automate monthly analysis, saving 20+ hours per month and enabling improved product reporting.
- Successfully cross-sold $2M in 2023 through identifying and executing coordinated strategies with sales and consulting teams.
- Led 50+ software implementations for both on-premises and hosted solutions; working with C-suite, tech resources, operations and others.
- Provided valuable regulatory and compliance guidance to client executives, helping them navigate industry requirements and mitigate risks.
- Member of and actively contributed to product improvement committee, shaping future enhancements to meet client needs effectively.
Independent Consultant
Independent / EduPaas
- Established EduPaas, a consulting firm specializing in providing strategic and tactical guidance, software training, negotiation support, and more to university and athletics business units.
Manager, University Business
Navigate Research
- Successfully managed and contributed to 25+ university and professional sports consulting projects as a consultant.
- Coordinated with procurement co-ops, including E&I Co-Op, to develop comprehensive campus-wide RFPs and sourcing strategies.
- Conducted thorough research and performed sponsorship valuations to support data-driven decision-making.
- Provided expert negotiation assistance, leading to significant revenue growth ranging from 130% to an impressive 227% in multiple agreements.
- Generated actionable C-suite insights through the utilization of Tableau and Excel dashboards for enhanced data visualization and analysis.
Director of Sales
UCF Athletics
- Managed and motivated a sales team of ten, driving increased revenue across multiple sports.
- Achieved a significant 47% increase in men's basketball single game sales and a remarkable 118% growth in new baseball revenue.
- Implemented data collection and data mining processes to drive improved decision-making and sales strategies.
Assistant Director of External Operations
UCF Athletics
- Built a student section brand - The Knightmare.
- Developed a $50k/yr new revenue stream from student guest tickets.
- Designed department-wide KPI dashboards and data tracking tools.
Technical Proficiency
Skills
Data Analysis
Python (Jupyter, Pandas, Numpy)ExcelTableauSQL
CRM
DynamicsSalesforce
Tools
LoopGitHubJupyter NotebookNotionAirtableGlideWorkFront
Academic Background
Education
MBA, Entrepreneurship
University of Central Florida
BS, Business
University of Central Florida
Leadership & Service
Community
Toastmasters - 832
President (2023 - 24)
Treasurer (2024 - present)
UCF Seattle Alumni
Chair (2021 - Present)