Responsibilities

• Driving successful transformations for clients, delivering substantial annual savings while raising skill levels to “Best in Class”
• Building strong partnerships with C-suite executives as their trusted business advisor
• Serving as lead instructor for all LVP training programs, designing highly interactive courses that reinforce practical, hands-on learning in the field
• Recruiting top talent, both from universities and experienced professionals

Areas of expertise

Supply chain, global strategic sourcing and purchasing, cost reduction, distribution & logistics management, growth execution, skill-based management training, organizational design, mergers & acquisitions and integration, establishing internal and external financial and operational controls, new product development, risk assessment & mitigation, cost control and reduction.

Key highlights

• Achieved over $1 billion in bottom-line savings and significant operational improvements for numerous Fortune 1000 firms and private equity groups in the past 15 years.
• Helped transform organizations into “Best in Class” by implementing a proven, structured, and disciplined process applied consistently across the company.

Professional background

Chief financial officer | Patriarch Partners, LLC. Reported directly to the founder and CEO, tasked with driving measurable improvements across investment holdings.

Senior vice president | The Manitowoc Company (Fortune 500). Led a company-wide transformation that generated over $100 million in bottom-line savings within one year. Implemented a disciplined process used globally. Also served as the lead executive responsible for splitting the Cranes and Foodservice segments into two separate publicly traded companies (MTW & WBT). Reported directly to the chairman and CEO.

Partner | Shoreland Capital private equity investment group. Developed and presented investment proposals covering company and industry analysis, investment thesis, key risks, transaction structure, valuation, exit strategies, capital raising, and overall investment recommendations to lenders and equity sponsors.

Chief financial officer & chief operating officer | Several closely held middle market businesses. Accountable for strategic planning, mergers and acquisitions and integration, operational planning, tax filing, budgeting, pricing and profitability analysis, financing and banking relations, capital raising for operations and acquisitions, establishing financial and operational controls, cost management, and company policies and procedures.

Manager | KPMG Peat Marwick – Provided audit and consulting services to Fortune 500 and middle market clients.

Education

• Bachelor of Science in Accounting | Valparaiso University
• MBA | University of Chicago Booth School of Business
• Certified public accountant (CPA)

Favorite Quote

Hobbies

Marathons, triathlons, Ironmans, volunteering on non-profit boards, coaching sports, traveling, and above all, spending time with family

Favorite thing about working at LVP

“A vibrant culture where the best idea wins!”