Certified Public Accountant, Chartered Global Management Accountant
Trusted advisor for complex technology and data decisions.
Senior Data Director, Program Leader, and Problem Solver with 20+ years driving enterprise IT and data engineering.
I help C-suite leaders see their business clearly and make their teams' work lives less stressful. With 20+ years spanning accounting, IT architecture, and data engineering, I translate complex systems into simple decisions that improve the bottom line.
My strength is understanding what senior leadership truly needs, then building practical solutions — from ERP implementations to real-time dashboards — that deliver measurable results.
Highlights of expertise
Experience
Advanced Management, LLC
Advanced Management, LLC
2014 – Present
Charleston, West Virginia
Founder and Managing Member
With over 29 years of professional experience, I am an expert at guiding enterprise system strategies, upgrades, and process improvements for small- and medium-scale operations as a cross-functional team leader. I have a talent for consulting with senior leadership to develop innovative solutions and designing computer solutions. I am an adept problem solver, project manager, and executive-level business leader. During my career I have been part of teams leading industry-disruptive solutions, and provided outstanding results for many organizations across the USA.
Peerless Block & Brick Co.
Provided executive leadership of Information Technology and Data programs for the oldest block manufacturer in the United States.
- Built CRM, bid-management, and HR systems tied directly to Microsoft Dynamics GP for real-time C-suite visibility.
- Performed a seamless, zero-downtime migration from on-premise Exchange to Microsoft 365.
- Managed a VMware vSphere environment, enterprise phone system, and 75+ staff members.
Smith Cochran and Hicks
Streamlined data collection, reporting, and IT infrastructure for federally-approved litigation settlement matters.
- Designed and implemented medical records collection and review for 800 class-action participants.
- Directed data collection, verification, and payment processing for a 300,000-member class-action settlement.
- Refreshed network infrastructure and led a seamless migration to Microsoft 365.
EHR Solutions Group / PeopleLYNK
Led strategic business planning and operations for a regional healthcare technology and enterprise IT solution provider.
- Maintained 99% uptime across 150+ physician offices and 10,000+ devices in LAN/WAN/VPN environments.
- Directed internal and customer networks, 67 virtual servers, and Level 2/3 support operations.
- Managed budgeting, resource allocation, and cross-functional team leadership.