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OPERATIONAL EXCELLENCE
My journey in Operational Excellence is more than a career; it’s the essence of helping others surpass limits and discover possibilities. I am dedicated to achieving success with integrity. That means succeeding in a way that allows those who follow to enjoy the same successes we’ve shared.
Book Me!
Speaking
Conferences | Webinars | Lunch & Learns
2024 Keynote Speaker: UC Santa Barbara Process Paradise, Featured Speaker: 2024 MoreSteam Operational Excellence Conference, Webinars: AI in Process Improvement, Trust Equity: The Human Side of OE
Content
Educational Content Creation | Custom Training
Custom Training: Higher Education Six Sigma Yellow Belt (Wabash College), E-Learning Music & Videos (MoreSteam Yellow Belt & Green Belt), Podcasts: Quality Time (Gemba Walk)
Consulting
Project support | Strategy development | Company Mapping
I offer this in a very limited capacity so please include as much detail as possible in your request!
In the realm of Operational Excellence (OE), I have proven myself to be a dynamic strategic leader. With a 14-year tenure in the industry, my expertise spans across Lean methodologies, Six Sigma principles, Process Engineering, Strategy Planning & Deployment and many others.
While I am classically trained in many frameworks, my success has been accomplished by acknowledging tools and frameworks are just that… tools and frameworks. The human element and framework flexibility are the most important things and remembering we are here to solve people’s problems are what make OE successful. With 11 years within the Financial Services sector (Insurance, Banking, Wealth Management & FinTech) and 3 years in Manufacturing my dedication to transformation initiatives has led to significant business process optimization, enhancing the effectiveness and efficiency of these industries.

Results
My hands-on leadership has yielded over $100 million in cost savings and cost avoidance for the companies I’ve worked with (in addition to 100s of thousands of efficiency hours and significant UX improvements). Beyond the quantitative achievements, my expertise and passion extends to the professional development of individuals. By training over 2000 people in the principles of OE and coaching over 300 to certification, I live my commitment to mentorship and providing professional growth opportunities to all.

Philosophy