Sector Summary
Manufacturing
1993
Industrial power-tools marketing (internship)
Financial Services
1994–2001, 2017–Present
Investment banking, corporate finance, enterprise architecture
Energy
2001–2008
Corporate finance, M&A, CFO
Consulting (Energy & Utilities)
2008–2018
Strategy consulting, business architecture, BI
Independent Practice
2010–Present
Strategy, data, and systems
Full Timeline
Each role: the situation, what changed, and the part played.
2017 – PresentFinancial Services
SVP & Senior Product Owner, Technology Infrastructure
Bank of America · Charlotte, NC
- Situation
- Technology resiliency at a large US bank, where risk decisions needed evidence drawn from application, capability, control, and service data.
- What changed
- Enterprise architecture and business intelligence for technology resiliency, including board-level resiliency reporting
- Named inventor on 17 granted US patents in data security and monitoring (2023–2026)
- Role
- Led enterprise architecture and business intelligence for technological resiliency, connecting the data that enables evidence-based risk decisions.
2010 – PresentIndependent Practice
Founder and Principal
inLightinment LLC · Charlotte, NC
- Situation
- An independent practice in strategy, data, and systems.
- What changed
- Designed a utility energy-services firm's school-district offering and wrote the business case that turned it into a paid pilot
- Redesigned a sales firm's commission process and gave its agents a statement showing how their pay was built. Another division then asked for the tool
- Role
- Founder and principal.
2014 – 2018Consulting (Energy & Utilities)
Senior Strategist and Business Architect
The Forward Curve LLC · Minneapolis, MN
- Situation
- Mature utility organizations that needed rapid capability improvement.
- What changed
- Wrote the requirements and logical data model for a major utility's demand-management analytics program. The client approved the model and built its reporting on it
- Rebuilt a gas utility's product-development platform around stage gates and live dashboards for its gatekeepers
- Designed and ran customer surveys that drew more than a thousand responses, and wrote the resulting wasted-energy study for a major gas utility
- Role
- Senior strategist and business architect: requirements, data models, product development, and customer research.
2010 – 2014Consulting (Energy & Utilities)
Senior Strategy Consultant & Business Architect
Computer Sciences Corporation (CSC) · United States
- Situation
- Energy and utilities companies working through business transformation, software development, and analytics.
- What changed
- Quantified the customer refunds a major utility owed for a smart-meter billing defect, for its regulatory filing
- Assessed a utility's business-IT delivery group in three weeks and redesigned its accountabilities. The client turned the work into an operating-model program
- Diagnosed why a major utility's energy-efficiency portfolio was missing its regulatory goals, and framed the strategy to close the gap
- Role
- Senior strategy consultant and business architect, covering transformation, requirements, analytics, and general management.
2008 – 2010Consulting (Energy & Utilities)
Consultant
Bass & Company (acquired by CSC) · United States
- Situation
- Utilities building the case for energy-efficiency programs and the systems behind them.
- What changed
- Made the business case for new energy-efficiency information systems at two major utilities; both went on to implementation
- Delivered the benefit-cost calculator behind a utility's approved efficiency plan, and found a double count that had understated one program's value
- Role
- Consultant on business cases and benefit-cost analysis.
2005 – 2008Energy
Chief Financial Officer
Catalyst Energy LLC · Atlanta, GA
- Situation
- A growing energy company serving tens of thousands of customers.
- What changed
- Owned finance and accounting, fundraising, investor relations and capital structure for an energy company
- Built its finance function, billing and ERP configuration, and all of its financial reporting and BI
- Role
- Chief financial officer, owning finance and accounting, fundraising, investor relations, treasury management, performance measurement, and process improvement.
2001 – 2005Energy
Manager, Finance & Strategy
Mirant Corp. (now NRG Energy) · Atlanta, GA
- Situation
- Large M&A transactions, new projects, and acquisition targets to evaluate.
- What changed
- Formed the corporate strategy group during the company's Chapter 11 reorganization
- Led the financial evaluation and bid for a cross-border acquisition of a natural-gas marketing business, which closed
- Led the design of a generation fleet's performance-management system, which became the basis of the company's public asset-performance reporting
- Role
- Led financial and tax analytics for the transactions and assessed organizational design alternatives.
1994 – 2001Financial Services
Relationship Manager, International Corporate Clients; earlier, Corporate & Investment Banking Associate
First Union Capital Markets · Charlotte and Atlanta
- Situation
- Senior and mezzanine debt, and banking for European corporate subsidiaries, in the International Corporate Group.
- What changed
- Analyzed and underwrote senior and mezzanine debt, and was relationship manager for European corporate subsidiaries
- Wrote the line-of-business applications for the international corporate group and won its innovation award for database systems
- Role
- Associate, then relationship manager for international corporate clients, in German and English.
1993Manufacturing
Marketing Intern
Robert Bosch GmbH · Stuttgart, Germany
- Situation
- A paid internship and overseas assignment during graduate study in international business.
- What changed
- Began his career in industrial marketing in Germany during graduate school
- Role
- Worked in the industrial power-tools marketing department.
Career start: 1993 (graduated 1994). First Union Capital Markets later became Wachovia Securities (2001 merger) then Wells Fargo Securities (2008 acquisition).