Budgets & forecasting
Managed operating budgets across associate support, training and field activities. Built staffing, outsourcing, travel and event scenarios to connect spending with business priorities.
LEADERSHIP / FINANCIAL RESPONSIBILITY / NATIONAL SCALE
Lead the People.
Own the Execution.
My leadership spans operating budgets, national field development, major events and the teams and systems that make a business run.
35%Customer growth over two years
43%Reduction in average cost per customer over two years
300K+Independent-associate network supported
STREAM / OPERATING & FINANCIAL LEADERSHIP
Big responsibilities.
Daily discipline.
Financial accountability meant understanding the operating plan, aligning people to demand and following the numbers through execution.
Total budget ownership
Managed a $60M total budget at Stream, aligning financial planning, resource allocation and spending oversight with the needs of a national sales organization.
Cost & service performance
Used scorecards, demand-based staffing, vendor coordination and daily team meetings to improve operating performance across onshore and outsourced support.
MAJOR EVENTS / NATIONAL FIELD DEVELOPMENT
From the budget
to the stage.
$1M+
Flagship-event budget responsibility
I led the connected work behind major field events: planning, production coordination, speaker talking points, rehearsals, show execution and on-stage presentation.
- Aligned event spending, vendors and production priorities.
- Prepared speakers and coordinated the audience experience.
- Connected recognition, training and service launches to field-development goals.
TRAINING / SALES ENABLEMENT / CUSTOMER EXPERIENCE
Make the team
more capable.
National training and field communications were central to my work—not an occasional speaking assignment.
National Corporate Trainer.
Field-development leader.
Led Stream University and Ignite Academy programming, with recurring training audiences of approximately 2,000–3,000 people.
- Curriculum, presentations and compensation education.
- Service-launch training and field-leader coordination.
- Onshore teams and outsourced support in Mexico and the Philippines.
- Technology-vendor priorities supporting associate data and commission operations.
BEYOND ONE ORGANIZATION
Leadership across
different business models.
Five Star + AM&AA
Multi-brand marketing, communications calendars, ad spending, publishing, conferences and membership experiences.
OnDoc
Company building, business planning, vendor relationships, healthcare-service launches, financial forecasts and field enablement.
Independent consulting
Budget forecasting, cash-flow analysis, AI-enabled reporting and seller-side transaction execution across healthcare and services businesses.
Bring Commercial Thinking.
Build What Comes Next.
Marketing, growth, business development and transformation leadership.