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Behind every creative person, every small and growing business, is an Alfred. There comes a point in the development of every business where if an organizational overhaul doesn't take place, scaling isn't possible. That's where I come in. You might know exactly what you want, or you might have a general sense of unease. Many business owners know there are things that can be done better, but they aren't sure where to start and don't have the time to figure it out. I've spent years honing a carefully curated (but extensive) list of skills by working with small business teams and as a freelancer. These various experiences have given me invaluable insights into different industries, processes, tools and departments. I've had my hands in dozens of different projects and this has allowed me to analyze businesses and develop custom solutions. I've also worked really hard to become acclimated to as much technology as possible. I'm certified in Asana, Notion, Make.com, Quickbooks, Trainual and Gorgias. I'm expert-level in Clickup, Trello, Monday, Processstreet, Jira, Confluence, Hubspot, Hubstaff, Harvest, Front, and many more. Some of my specialty areas include: - Day to day direct executive support, project management or operations management - Acting as team communication leader and project manager ensuring efficient information sharing - Process development - Analyzing, streamlining and automating workflows - Tool recommendations, data migration, set up and training - Financials (Quickbooks, data transfers, budgets, action plans) I am a certified Quickbooks Pro Advisor! I am certified to help you optimize your usage of Quickbooks. - I specialize in choosing, setting up and executing project management software. I am well versed in all major options. I am also an Asana Together Certified Pro and Notion Certified. - Developing, launching and leading initiatives regarding efficiency, organization, team building, marketing, hiring, and more. - Resource management including HR, payroll and employee engagement - Long term goal planning, and breaking down those goals into achievable projects with specific steps and due dates - Putting out fires, reducing bottlenecks, and keeping things from falling through the cracks Certified in: Asana, Notion, Gorgias, Make.com, Trainual and Quickbooks Experienced in: Airtable Calendly Canva Clickup Clockify Confluence Dubsado Etsy Google Data Studio Google Products Harvest Hector Hexnode Highlevel Hive Hootsuite Hubspot Hubstaff Insightly Loomly Monday.com Office/Microsoft Products Paymo Post Affiliate Pro Processstreet Reclaim Shopify Sortly Sunsama Todoist Trello Various form tools (google forms, tidyform, notionforms, etc.) Verious email marketing tools (Mailchimp, infusionsoft, constant contact, keap, etc.) WordPress Wrike Zendesk Zoho And even more industry specific software (NutriAdmin, ServiceNow, ConnectWise, etc.)

I help founders, leaders, and teams improve execution, identify operational bottlenecks, strengthen accountability, and create scalable systems that support growth. My background is in organizational psychology, change management, organization development, and process consultation, and I bring both a strategic and operational lens to the businesses I support. I work closely with founder-led and growing organizations that need greater alignment between strategy and day-to-day execution. This often includes improving workflows, clarifying priorities, streamlining communication, supporting decision-making, and helping leadership teams operate more effectively as the organization scales. My work is especially well-suited for organizations navigating growth, operational complexity, leadership transitions, or organizational change. In parallel, I also do a lot of work with psychometrics and assessments, especially for private-equity backed firms and companies in high-growth environments.

I lead business, operations, technology, construction, and workforce performance for clients who need senior judgment. 36+ years and $60B across Fortune 500, MBB, ENR 100, public agencies, private institutions, startups, and nonprofits. My range and credentials matter because I have operated at senior levels inside the systems clients need help with: leadership, ops, delivery, technology, staffing, psychology, data science, compliance, and organizational repair. I see the business, the systems, the people, the risk, the goal, and the execution path at the same time. I identify what is blocking progress, what must be protected, who needs alignment, where the process is failing, which decision is unclear, and what result will make the work trustworthy. ◆ Core Work ◆ • Operations, accountability, process workflow, analytics, growth, problem solving, turnaround, communications, risk, and brand messaging. • Technology adoption, integration & automation, stack refinement, data architecture, agentic AI, ERP, CRM, SaaS, software development, product management, digital operations, dashboards & reporting, UIUX, workflow design, and IT support. • HRIS, talent recruitment, compensation advisory, onboarding, training, retention, leadership development, conflict resolution, workforce planning, change management, and employee performance. • AEC project management, PMO, CM, CRE, owner’s representation, capital project, facilities lifecycle, portfolio strategy, and vendor oversight. ◆ Background ◆ • 7 degrees (inc. 3 doctorates), multiple certifications • Multi-disciplinary executive, founder • Product owner, software engineer, devops, digital designer • Behavioral scientist, neurodevelopmental specialist, corporate counsellor • Architect, developer, licensed general contractor (multi-state) • Corporate chaplain, ethics advisor, philanthropist ◆ Intro Call ◆ • $50-$95: Initial consultations are available for discovery, project review, issue diagnosis, scope planning, or advisory. Upwork rates are platform specific and may differ from direct engagements.

I help companies deliver complex projects — on time, within budget, and with high-impact results. With certifications in PMP, Agile (PMI-ACP), and Scrum (CSM), I specialize in leading complex and high-value Technology and Operations projects. My work spans enterprise and digital transformations, and projects ranging from SaaS implementations, AI/GenAI, and mobile/web development to workflow automation, strategic planning, and team development. Whether you're a startup or a Fortune 100 company, I bring a hands-on approach to: Understanding your business goals - Defining and tailoring requirements - Building the right team - Leading the successful execution of your project(s) or program 💡 Highlights: - 100% Job Success Score - Executive-level experience across industries - Proven results with remote cross-functional teams - Strong focus on quality, communication, and accountability 🔧 Project Types Delivered: - AI & Generative AI Integrations - SaaS Platforms (CRM, ERP, ATS, HRMS, etc.) - Process & Workflow Automation - Software & Mobile App Development - Cloud Migrations & Data Migrations - VoIP, Call Center, and Network Infrastructure - Payment Systems & Financial Tools - Survey Platforms & Custom Integrations - Talent Development

I'm a professional hand holder! I specialize in the intersection of technical precision and human connection. Whether I am coordinating federal health logistics or leading technical scrums, my goal is to remove friction. I have managed multi-million dollar contracts with a zero-error rate and maintained high retention across enterprise accounts by building deep operational trust. I am not just a task manager; I am a strategic partner who identifies bottlenecks before they impact the client experience. What I bring to your project: Relationship Management: Primary point of contact for executive clients and stakeholders on projects worth over $1M. System Expert: Advanced implementation of Monday com and Jira to automate onboarding and cut ramp-up time by 40%. Communication: Expert lead for client-facing meetings via Zoom, Google Meet, and Teams. Tool Stack: Proficient in Monday com, Basecamp, Slack, Confluence, Slab, Outline, and Microsoft Suite. I translate complex project needs into clear, actionable systems so your team can scale without the mayhem. I am ready to ensure your software solutions and client relationships become your strongest assets. Account Management, Project Management, Stakeholder Engagement, System Implementation, Workflow Automation, Executive Communication, Client Success, Change Management, Cross-Functional Leadership, Full Project Lifecycle, Mondaycom, Jira, Confluence, Basecamp, Slack, Microsoft Teams, Zoom, Google Meet, Operational Excellence, Risk Mitigation, Resource Allocation, Data Integrity, Technical Project Management, SaaS Implementation, Enterprise Account Management, Client Facing Project Manager, Client Facing, Project Manager, Cybersecurity Project Manager

Change Management Consultant - Research, Organizational Transformation, Strategy, AI Transformation, Scaling AI Process development and communication, communication strategy, internal team communication, employee relations, empathetic leadership - training process, people risk assessment/mitigation, temp exec CHRO/CPO, CCO, COO ● Education, Certifications, and Career: USC Master of Communication Management, Certified Problem and Change Manager, Certified Customer Success Management Professional, Certified Talent Optimization Consultant with a 20-year career, more than half in leadership role, EdD Organizational Change and Leadership ●Service Industry Focus: Focused on helping those who serve, serve themselves: healthcare, hospitality, professional services, SaaS ● Consulting Specialty: Change Management through the lens of research, business process efficiency, internal communication, and talent optimization ● Coaching Leaders: The c-levels best friend, I have coached more than 300 people one on one and have facilitated multi-generational teams of up to 30 people to achieve results ● Strategic Partners: SaaS sourcing through Cloud Tech Gurus, alliances: Predictive Index, Trainual, and ProcedureFlow CLIENT WIN HIGHLIGHTS Where: Denny’s Corporation Who: COO and CLO Location: Remote in NC When: March 2021 to Present What: Facilitate change within a multi-billion dollar corporation via rich, data and story-driven presentations to the CEO and throughout the organization in the areas of capital improvement, technology innovation, education development, and people-based initiatives, creating an environment of empathetic change where team members can be educated, empowered, and elevated at all levels of the organization. Result: $60 million in improvements optimized through consideration of the human element, providing structure and guidance for internal improvement teams Where: Vitality Unlimited Who: CEO, COO, and CFO Location: Remote/In-Person in Elko, Carson City, Reno, Las Vegas, NV When: Jan 2017-Present What: Create employee experience annual studies to determine a comprehensive project plan to improve service delivery in behavioral health and substance abuse within the state of Nevada. Initiatives include government relations communication, board presentations, the creation of an internal employee magazine, discovery and documentation of human resource and service processes, advising on the evaluation and selection of operational software, creating and monitoring outcome based KPIs. Measuring and monitoring service quality through transactional surveys. Developing an advocacy and risk mitigation process dependent on consumer response. Result: Increased employee and consumer satisfaction year over year, increased employee retention, increased consumer advocacy, increased grant awards for client Where: CSM Practice Who: CEO, CCO Location: Remote/San Francisco – Bay Area When: June 2019 – July 2021 Who: CCO of various SaaS companies including Veriforce, NewRelic, SmartMoving through CSMPractice What: Work with CS teams to discover existing customer success practices and optimize them to improve SaaS sales enablement, onboarding, implementation, adoption, and advocacy with an eye toward churn risk mitigation, customer success enablement including process documentation, playbook development, presentation development, OKR/KPI creation, advising on service models and staff:customer ratios segmented by ARR Result: Reduced churn, increased revenue from existing customers, increased customer advocacy, improved the relationship between sales and customer success OTHER CLIENTS • High End Client Program, Business Strategy (2017 – Present) • Abandoned Homes Project, Advisory Board - Communications (2019- Present) • Lightning Rod Agency, Talent Optimization (2020 - Present) • City of Carson City, Restructuring (2018-2019) • Chargerback, Customer Success Automation (2015-2016) • Nevada Division of Public and Behavioral Health, Stakeholder Communication (2013-2017) EDUCATION University of Southern California, Rossier School of Education Graduated: 2024 Doctorate of Education, Organizational Change and Leadership Los Angeles, CA Phi Kappa Phi Honor Society, 4.0 University of Southern California, Annenberg School for Communication and Journalism Graduated: 2018 Master of Communications Management Los Angeles, CA Phi Kappa Phi Honor Society, 4.0 California State University at San Bernardino Graduated: 2002 Bachelor of Business Administration San Bernardino, CA CERTIFICATES Certified Talent Optimization Professional (6/2021, 6/2024) Certified Customer Success Management Professional, PCSM Academy (11/2020) Certified Problem and Change Manager, Global Association for Quality Management (7/2019)