A practitioner-scholar with experience providing both applied and research-focused organizational development & change management services ranging from qualitative and/or quantitative studies to onsite organizational interventions. Consulting expertise has been shared across a variety of clients ranging from middle market service providers to global manufacturers. Original research has been recognized by a variety of organizations from the Academy of Management to Treasury Management International. 25 plus years applied experience in the business realm at the small, mid-market and large corporate (domestic and international) levels w/a focus on mergers and acquisition (planning and driving social-side integration); change management; strategic planning and organization design and development. Over the course of 15 years planned and managed multiple large-scale projects with an emphasis on leading large populations through significant change. Projects/Change events have included: acquisition integration, shifts in business and organizational models and enterprise-wide technological deployments.
Education and Career
- BS, Business Administration, Columbia Union College
- MS, Management with a concentration in Leadership and Organizational Effectiveness, Muma College of Business University of South Florida
- Doctorate, Management, Weatherhead School of Management, Case Western Reserve University
- Managing Director, SC&E Partners
- Senior Vice President, Bank of America Merrill Lynch (2005 - 2018)
- Adjunct Professor, University of South Florida (2016 - 2018)
- Adjunct Professor, Queens University of Charlotte (2008 - 2018)
- Director, Kforce (1994 - 2005)
- Vice President/Incorporator, Deskmate, Inc. (1992 - 1994)
- Director of Computer Services, JHM Research & Development (1991 - 1992)
- Account Executive, Sears Business Systems Center (1985 - 1991)
- Outstanding Faculty Member 2010-2011 Hayworth College, Queens University of Charlotte
- Bank of America Gold Award
- Bank of America Spirit Medallion Winner
- Bank of America Award of Excellence (nominee)
- Kforce Certificate of Excellence
- Kforce Chairman's Award
Research, Expertise and Publications
- Leading change
- Organization design and development
- Culture recreation, crafting mission
- Vision and strategy
- Negotiating agreement and resolving conflict