Managing Partner, Cloverlytics LLC
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Summary
Lead a data-driven consulting and leadership development firm, guiding high-level decision-making for clients through strategic market analysis and technology evaluations.
About
Highly accomplished executive with extensive experience in strategic planning, business operations, and revenue optimization within financial services, logistics, and CPG sectors. Proven leader in driving large-scale improvements, leveraging data analytics and AI to deliver substantial cost savings, revenue growth, and operational efficiencies across global enterprises. Adept at leading cross-functional teams and providing executive-level strategic guidance to achieve critical business objectives.
Work
Charlotte, NC, US
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Summary
Leads strategic planning for the Enterprise Complaints and Remediations (ECR) organization, impacting operations across Wells Fargo's workforce of over 230,000 employees and serving 64 million customers worldwide.
Highlights
Drove enterprise-wide improvements by developing and tracking 24 multi-year strategic priorities, collaborating with senior leadership, resulting in $87 million in cost savings.
Oversaw the preparation and strategic alignment of 33 executive reports for the Operating Committee, Board of Directors, and regulators.
Orchestrated proactive plans for 6 business-critical initiatives, delivering over $10 million in cost savings upon execution.
Provides executive-level strategic consulting and resolution strategies for complex, high-impact customer issues, potentially affecting millions of customer accounts.
Atlanta, GA, US
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Summary
Led business operations and revenue management for a $5B+ organization.
Highlights
Captured $186 million in contractual gross revenue by leveraging machine learning and AI for in-depth cost analysis and revenue optimization.
Implemented AI-driven dynamic pricing strategies for over 1 million shipments, valued at $1.5 billion, enhancing operational efficiency.
Developed and managed 85 Objectives and Key Results (OKRs) across 10 departments, aligning business objectives with operational execution.
Distributed weekly and quarterly market insights to over 2,000 employees, improving organizational knowledge and decision-making.
Atlanta, GA, US
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Summary
Served as Chief of Staff, leading strategic planning and integration initiatives to drive significant financial and operational improvements.
Highlights
Achieved 200% EBITDA against plan by leading the strategic planning process for the executive leadership team.
Generated $3.5 million in new revenue through the innovation and launch of a new product offering and go-to-market strategy.
Unified $15 billion in transportation revenue by spearheading the post-merger integration of three distinct business units.
Boston, MA, US
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Summary
Directed operational assets including production, logistics, and transportation, focusing on delivering customized vehicles to precise customer specifications.
Highlights
Ensured 100% customer satisfaction and zero defects by meticulously overseeing vehicle customization to exact customer specifications.
Increased operational velocity by 63% while upholding high customer service standards, leveraging comprehensive financial and operational models.
Generated $10 million in revenue by strategically optimizing employee and resource allocation and improving customer response times.
Piscataway, NJ, US
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Summary
Managed and coached warehouse teams to efficiently execute operational tasks at Pepsi's busiest CPG facility.
Highlights
Increased warehouse productivity by 10% within 3 months, resulting in $21,000 in cost savings.
Optimized Warehouse Management System (WMS) inventory and staffing KPIs, yielding $110,000 in year-to-date labor savings.
Led targeted improvements in operational efficiency, cost reduction, and reliability.
Midwest, US
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Summary
Developed and managed a transportation plan across 100+ miles to achieve business objectives while balancing budgetary constraints and service variability.
Highlights
Managed a comprehensive transportation plan spanning over 100 miles, consistently achieving business objectives.
Empowered a unionized workforce of 90 employees to exceed 11 out of 12 key performance indicators (KPIs).
Military and Other Notable Professional Experience
Brigade Plans Officer
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Summary
Conducted strategic long-range planning for a 3,000+ soldier Infantry Brigade Combat Team, previously holding various leadership roles including Company Commander and Executive Officer.
Education
Skills
Strategic Planning
Strategic Initiatives, Business Strategy, Organizational Alignment, OKRs, Market Analysis.
Operations Management
Operational Efficiency, Process Improvement, Logistics, Supply Chain Management, Warehouse Management Systems (WMS), Transportation Planning, KPI Management.
Revenue Optimization
Pricing Strategy, Revenue Growth, Cost Savings, Financial Modeling, P&L Management, EBITDA.
Leadership & Team Management
Executive Leadership, Team Leadership, Cross-functional Collaboration, Mentorship, Talent Development, Change Management.
Data Analytics & Technology
Machine Learning, Artificial Intelligence (AI), Data-Driven Decision Making, Vendor Analysis, Software Implementation, Market Insights.
Customer Relations
Customer Satisfaction, Customer Engagement, Issue Resolution, RFP Responses.
Project Management
Program Management, Initiative Execution, Deadline Management, Resource Allocation.