The client has over 15 years of experience in management consulting, business development, strategic operations, and vendor/contract management across various industries including staffing, healthcare IT, software startups, law, real estate development, and energy/mining. Recent roles include serving as a senior management consultant for a staffing firm where responsibilities included developing new market opportunities and managing client and personnel issues. Previous experience also includes chief information officer for an IT consulting firm, leading business development for a software startup, and consultant roles managing vendors, contracts, and projects for law firms, consulting firms, and corporations.
1 of 3
More Related Content
Client List
1. ClientList
DaVinci Staffing (Sr. Management Consultant) May 2016 – Present
Dallas, TX
Work with Corporate Executives, Account Managers and Leadership to build & provide strategic and
market leadership. Uncover and develop new market opportunities for revenue growth. Identify
strategies to help achieve Da Vinci’s goals, support and build top-line revenue and provide acceptable
returns to DaVinci’s bottomline. Demonstrate effectiveness in developing new business and
maintaining existing business through ongoing successfulclient management. Provide clear direction
to business development and recruiting teams in staffing, training, and performance, while ensuring
both teams and individuals accountability. Manages process issues,personnelissues,and strategic
growth across accounts with other groups and organizations with DaVinci Staffing. Develop and
optimized operating processes to maximize internal recruiting efficiency and yield, while minimizing
candidate placements sourcing costs and time. Manage all aspects ofthe day-to-day personneland
client issues for Da Vinci Staffing.
HCI, Inc. (Chief Information Officer/Partner) May 2013 – Nov 2015
Dallas, Texas
Provided thought leadership and assistance in the consolidation and organizing functions and resources
during acquisition of new businesses and provide responses to business needs,with a focus on
expected business growth,pressure to reduce operational cost and increase efficiencies. Lead strategic
Business-IT Alignment program to align technology initiatives with business goals,with a focus on
delivering business solutions proactively within time, reduce technology spend on lights -on,add new
capabilities faster and consistent with business vision,as well as increase collaboration between HCI
and new clients focusing on technology leadership, contract management solutions.
Provided strategic contracts management services to start-up companies and small businesses
that may not have professionalcontracts or procurement staff or experience.
MindQuilt Inc. (Business Development Consultant) Austin/Dallas Texas Sept 2012 – May 2013
Responsible for developing new Fortune 500 account business and B2B sales efforts. Addressing a
challenge that results in successfulsolutions ourclients can use and adapt with certitude. Saved
operations cost and enhanced vendorrelationships.
Collaborate with our software engineers to develop solutions for clients
Maintain a strong and active relationship with executives, management, and their teams
Manage and development new sales pipelines
Leverage existing relationships,domestic and int’l for accelerated closing of new business
BE Resources Exploration/Mining (Investor Relations Consultant) Mar 2011 - Dec 2011
Elephant Butte, NM
Served as Head of Investor Development and Relationships. Secured investor funding for
exploration and mining projects. Provide timely feedback to investors/partners in relation to
ongoing performance with a view to avoiding surprises.
Alectrum, Inc. (Healthcare Software Startup) CEO/Partner; Moraga, CA May 2009 – Feb 2013
Managed all operations for this start-up healthcare and software firm
Developed company from ground up
Raised funds to cover start-up financing through business plan development and seed money
Secured Phase I & II of software build, test,and implementation test client.
Pirkey Barber LLP (Vendor Management Liaison) Austin, Texas Apr 2009 - Sept 2010
Performed a Vendor Management Audit to evaluate the current state of each vendor. Reviewed all
vendor processes, contract adherence, delivery of services, and vendor accountability. Establish core
contract management processes in order to monitor and manage
Utilization of flex contractuallevers in order to optimize contract position
Contract compliance, Change Control, SLA, Performance Metrics and Issue Resolution
Responds to complex inquiries regarding contract obligations and revisions
Identifies risks and issues,suggests alternatives that lead to best solution
2. Saved operations cost and enhanced vendorrelationships
Determined user satisfaction levels and identified improvement opportunities
Maximized benefits of each vendor contract
Developed a vendor renewal process and identified achievable cost savings
Allowed management to focus attention on other administrative responsibilities
Beasley Law Group (Sr. Consultant) San Ramon, California Jan 2009 – Nov 2013
Served as Business/TechnicalLiaison to law firm. Roles included; Financial Auditor,
Website Advisor, IT Management of Systems and Processes,Vendor Auditor and
installing Project Management Business Best Practices.
Developed critical client relationships through being available for client requests,working
collaboratively with outside parties to accomplish client goals and maintaining close
communication with project teams regarding client contact objectives and strategies.
Developed, maintained positive subcontractorrelations through establishing and maintaining
good communication on responsibilities, changes, issues,and following up on requests.
KPMG/AT&T (Senior Program Manager Consultant) Dallas, Texas Aug 2007 - Mar 2009
Hired as a senior liaison between firm’s major client (AT&T) and various project teams. Concurrently
managed the infrastructure engineering project teams as well as the consolidation and build-out of
multiple corporate change initiatives. Managed projects teams supporting all activities in production,
testing, and development environments. Performed comprehensive contract assessments to identify
risks. Facilitated the consolation of existing contracts. Provided leadership in defining infrastructure
solutions. Work with business units and interface with customers to negotiate and draft contracts, terms
and conditions of business, manage existing and new contracts and implement legal/commercial
governance over complex contractual agreements.
Performed contract functional, process and technology assessments where risks are identified.
Facilitated the consolidation of existing contracts through newSLAs, SOWs and
renegotiation, resulting in MasterContracts with huge savings/organizationalcontrol.
Implement standard Contract Templates and Communication Strategy.
Collaborate with internal departments and lead cross-functional teams to develop and
implement strategies/process-improvements for client cost containment and business growth.
As client liaison, developed a repository of client feedback by taking KPMG’s best practices
approach, where the information was used to enhance and monitor the continuous
improvement of projects. Development of performance measures and reporting through
Dashboards.Establish and monitored KPI’s to verify that service levels are as agreed.
Developed design solutions/architecture identifying and resolving complex integrated systems
Originated a functional database of benchmark information
Created an infrastructure that provided reliable and accurate resource cost estimates
Initiated strategies/process-improvements for client cost containment and business growth
Formulated a client feedback repository which supported continuous project improvement
Broadlane Inc. (Healthcare) Sr. Global Outsourcing/Vendor Mgmt. Jan 2006 – Jul 2007
Dallas, TX
Performed in-depth healthcare-related business analysis (BPO, Vendor Management, Procurement,
Target Metrics, and Client Satisfaction) domestic and international. Served as a client liaison with
potential partnership executives. Evaluated multiple facility data centers sites across various countries.
All evaluations were based on criteria set by client, as well as government rules and regulations (SOX,
HIPPA). Performed in US, India, Singapore, Hong Kong, Manila
Recommended upgrades to processes,procedures,workflow, and organizational effectiveness
Protected clients’ crucial assets and highlighted the entire client relationship
Continually extended breadth and depth of healthcare client network past existing touch
points to engage client in new healthcare opportunities
Delivered the recommended end-state,in conjunction with industry-accepted best practices to
form the basis of each evaluation and assessment
3. The Steve Morse Companies (Real Estate Development) Jan 2005 – Oct 2005
Sr. Strategic Operations Consultant; Austin, Texas
Maintained continuous alignment of program and project scope with strategic business objectives.
Recommended program modifications that enhanced business effectiveness. Coordinated the
management of multiple but related projects to achieve strategic synergy and other objectives.
Built credibility, established rapport,and maintained communication with stakeholders
Participate in management consulting engagements,defining and refining strategy; in
particular focused on processes,procedures and information technology.
Manage operational aspects ofthe organization including knowledge management,
coordination of resources and project planning and delivery.
Facilitated contracts and purchasing process by leading negotiating strategies,SOW
development, source selection strategies, conducting bid solicitations, preparing proposals
Recognize opportunities to increase automation or outsourcing; plan and execute projects to
deliver on savings and increased efficiencies