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Principal Consultant 01/1998 to Current Smithson-Bell Consulting Oakland, Richmond, Pinole, Alameda, CA
Two decades as a senior training and development professional with increasing responsibility improving workforce productivity through training and facilitation, OD consultation, coaching/mentoring and strategic planning.  History of designing and delivering curricula, programs, workshops, and off-sites that transform individual and organizational contributions, performance and results for diverse executives, managers, and employees.  Known for building confidence, competencies, and motivational skills so individuals take increased personal ownership for their own learning.  Skilled at flexing in the moment to match the energy and mood of participants, to gain perspective, calm emotions and bringing group processes back to purpose and results.  Website:  

  • Design/implement training programs in leadership development and technical/administrative functions for:

              -City of Oakland, Counties of Alameda and Santa Clara.

              -Fireman's Fund Insurance Company, PeopleSoft.

              -Oakland Unified School District, Mount Zion Baptist Church. 

              -Stanford University, Stanford University Hospital.

Specialization and Expert Experience:

  • Design and facilitate courses on a variety of subject areas for executives, managers and employees. Individually designed courses for employees, managers and trainers.
  • Achieve organizational mandates in performance management and leadership development.
  • Coaching:  provide constructive feedback to clients/intact work teams, achieving specific personal/professional goals through training/guidance, including 1-3 month interventions to turn around performance based on management expectations.
  • Provide assessment and course evaluation on specific projects/programs intended to achieve specific objectives, increase efficiency and improve organizational performance.
  • Customize train-the-trainer programs and organizational initiatives/mandates to support company directives/outcomes.
Director, Leadership, Development and Learning 01/2014 to 12/2017 Kaiser Permanente Northern California Region, CA
Highlights & Accomplishments
  • Managed, designed and facilitated, as Lead Consultant, orientation, training and tour for new hospital rebuild of 3 hospitals and 2 medical office buildings in San Leandro, Oakland, and Redwood City for 6,500 physicians, managers and staff.

    Differentiated instruction for:        
    • Team Building, Strategic Planning,
    • Process Improvement,Workplace Bullying.
    • Difficult Conversations, Emotional Intelligence.    
    Diversity & Inclusion
    • Presented Service and Diversity segment of New Employee Orientation for 35-85 employees and physicians.
    • Managed “Language Matters” (24/7 video hospital interpreter services) for limited English speaking patients and families.
    Budgeting & Financial Responsibilities
    • Managed annual $65K Leadership Forum, including scheduling offsite venue, theme and keynote speaker, celebrating accomplishments of 355 managers who completed annual learning requirements. ​​

    Senior Learning Consultant, Learning & Development 01/2006 to 12/2014 Kaiser Permanente East Bay Service Area, Oakland, CA
    Highlights & Accomplishments
    • Worked with senior leadership transition teams to strategize and plan new facility openings during 2014
    • Ensured 6,500 physicians, managers and staff were trained and toured to meet Title 22 requirements.
    • Coached Patient Care Services Senior Leadership Team during offsite, increasing service scores by 15% for that quarter.
    • Facilitated skill development programs for leaders in a week-long, residential Middle Management Development Program.
    Project Manager, Patient Care Services 01/2004 to 12/2006 Patient Care Services Oakland, CA

    Marketed and conducted community outreach events/health fairs for PCS's Coalition for Nursing Careers in California.

    • Targeted less represented students for scholarships and nursing programs and other allied health fields.
    Manager of Training and Organizational Development 01/2000 to 12/2003 Alameda County Conference & Training Center Oakland, CA

    • Created/facilitated courses: Ethics and Fairness, Workplace Violence Prevention, Sexual Harassment Prevention, Team Effectiveness for 10,000 employees. 
    • Efforts yielded 60% improved performance of the Alameda County goals.
    Representative Workshops

    • Americans With Disabilities Awareness       
    • Change Management
    • Coaching Communications Effectiveness
    • Customer Service
    • Difficult Conversations
    • Diversity & Inclusion
    • Emotional Intelligence
    • Ethics & Fairness/Code of Conduct
    • Facilitative Leadership
    • Feedback Communication
    • Performance Management
    • Presentation Skills
    • Process Improvement
    • Sexual Harassment Prevention
    • Team Building
    • Workplace Violence Prevention
    • EEOC Training
    • Effective Communication
    • Emotional Intelligence
    • Ethics and Fairness/Code of Conduct             
    • Facilitative Leadership
    • Performance Management
    • Presentation Skills
    • Process Improvement
    • Sexual Harassment Prevention
    • Team Building
    • Workplace Violence Prevention

    Education and Training
    Masters Degree (MPA): Public Administration California State University, East Bay Hayward, CA
    Bachelor of Science: Speech Pathology/Special Education Wayne State University Detroit, MI

    • Personality Indicator, Meyers Briggs         
    • Facilitative Leadership, Interaction Associates        
    • Leadership Development Series, Achieve Global Leadership
    • Skills Process Improvement, Kaiser Permanente         
    • Difficult Interactions, Kaiser Permanente
    • Managing Personal Growth, Blessing White
    • Exercising Influence, Barnes and Conti
    • Leadership Diversity Development Program (LDDP),Kaiser Permanente   
    Professional Organizations


    • Association for Talent Development
    • Bay Area Business Round Table
    • California State University East Bay, Alumni Association
    • National Association of African American Human Resources  
    This resume is created in 7 minutes.

    Seasoned Trainer with a Master of Business Administration who is organized, driven and effective at using efficient methods of teaching while focusing on the individual needs of each participant.  More than 5 years of experience in teaching and training, instructional design, organizing and facilitating training exercises. A responsible professional with excellent communication skills, who excels at creating effective partnerships and has a passion for teaching that drives growth. 

    • Training and consulting
    • Curriculum development
    • Classroom Management
    • MS Office proficiency
    • Lesson Planning
    • Adult Education
    • Certified ESL Teacher
    • Interactive teaching/learning
    07/2018 to Current
    English Language Instructor Education First Washington, DC
    • Taught lessons encompassing a range of skill-building activities for speaking, writing, reading and listening.
    • Employed kinesthetic, visual and auditory approaches to make lessons interesting and interactive.
    • Engaged in cultural immersion programs with students to further augment global understanding.
    • Instructed more than 25 students through lectures, discussions, group activities and demonstrations.
    • Attended professional development workshops focused on learning goals and classroom management.
    • Developed creative course plans and earned high commendation scores from students and Director of Studies
    08/2015 to Current
    Principal Consultant R Reynolds Consulting (business consultancy) Alexandria, Virginia
    • For small business clients, create marketing strategies and business plans to improve business results.
    • Helped organize and facilitate marketing workshops on effective email marketing and value proposition creation.
    • Designed digital marketing tactics that improved companies' digital footprints, including creation of website landing pages and calls to action that increased conversions by 30%
    • Performed business assessments for small to midsized businesses; helped businesses develop, plan, and implement marketing strategies; and created marketing materials to grow customer bases.
    • Produced marketing materials for a technology company, including email campaigns, social media campaigns, and expo marketing materials that increased qualified leads by 60%.
    • Organized and led meetings for status updates and milestone confirmations, ensuring ongoing progress.

    10/2015 to 10/2017
    Small Business Coach Nymbus Corporation Washington, DC

    • For a portfolio of up to 17 small businesses, partnered with companies and employees to develop strategic plans, business processes, and brand marketing strategies to achieve business growth.
    • Prepared creative briefs and helped businesses create marketing materials (quad charts, pitch decks, and brochures and flyers for expos/trade shows), generating up to 300% the previous number of leads.
    • Trained key company personnel on content marketing, instructing on technology acquisition and use, content creation and distribution, and results metrics. This training resulted in an effective team and self-sustaining content marketing programs for several companies.
    • Used Business Model Canvas and strengths, weaknesses, opportunities, and threats (SWOT) analyses to design/document business models, create value propositions/positioning statements, and align business activities, setting a foundation for success.  
    • Created and led weekly webinars for senior executives on business development, including brand positioning and business marketing.
    • Held weekly one-on-one meetings with businesses to share updates, report results, explore opportunities, and confirm milestones against benchmarks, keeping business strategies on track.

    08/2013 to 09/2015
    English Language Teacher Education First (Li'Xin Univerity of Commerce) Shanghai, China
    • Taught lessons encompassing a range of skill-building activities for speaking, writing, reading and listening.
    • Employed kinesthetic, visual and auditory approaches to make lessons interesting and interactive.
    • Engaged in cultural immersion programs with students to further augment global understanding.
    • Instructed more than 25 students through lectures, discussions, group activities and demonstrations.
    • Attended professional development workshops focused on learning goals and classroom management.
    • Developed creative course plans and earned high commendation scores from students and Director of Studies 
    12/2012 to 08/2013
    Customer Service Manager and Trainer XEROX Raleigh, NC

    • Managed a team of 10 to 20 help desk representatives, ensuring that team members solved customer problems and that customer satisfaction levels remained high.
    • Interviewed and onboarded new hires, trained staff on managing customer expectations and delivering effective customer service.
    • Evaluated team using key performance indicators such as average handle time and customer satisfaction, using results to develop strategies to support professional development and enhance team performance.

    11/2010 to 08/2013
    Property Manager VP Properties Raleigh, NC
    • Taught and promoted safe work practices among subcontractors and staff.
    • Managed overall tenant relations, including promoting tenant satisfaction and streamlining services delivery. 
    • Partnered with cross-functional teams to address and protect landlord's real estate interests, HOA regulatory matters, maintenance management and facilitate team based resolutions.
    • Analyzed statistical results calculated to provide reports and in-depth knowledge of marketplace trends. 
    02/2008 to 11/2010
    Senior Account Manager BANK OF AMERICA Atlanta, GA
    • Delivered quality account management and problem resolution, resulting in 100% quality scores.
    • Developed relationships with clients and call center departments through clear communication.
    • Developed rapport with the customer base by handling difficult issues with professionalism.
    • Recommended changes to existing methods to increase the accuracy, efficiency and responsiveness of the customer service department.
    • Taught underserved school's students on financial literacy to improve banking knowledge through non profit Operation Hope.
    Education and Training
    Master of Business Administration: Marketing Strayer University Washington, DC
    Bachelor of Arts: Theology Ambassador University Pasadena, CA
    Certifications and Activities
    • Teaching Knowledge Test (TKT) Certification
    • Teaching English as a Foreign Language (TEFL) Certificate
    • Inbound Marketing, HubSpot Academy, 2017; 
    • Content Marketing, HubSpot Academy, 2017
    • Professional Organizations:  American Marketing Association
    • Technical Skills: Microsoft Office 365, HubSpot, WordPress, Wix, Google Analytics
    • Volunteerism: Financial literacy teacher in underserved communities, Operation Hope, 2018 and 2010; Volunteer home builder, Habitat for Humanity, 2013

    This resume is created in 7 minutes.
    Professional Summary

    Vibrant innovative leader in implementing finance and data governance business critical programs, products, and solutions across organizations. Skilled at building inertia for new initiatives through strategic partnership development with executive stakeholders. FP&A leadership with Fortune 500 Company. Design of strategic roadmaps and plans necessary for success. Spearheaded multiple successful initiatives including procure-to-pay, vendor management, payment processing, and wealth management, global financial management, and strategic initiatives encompassing full SWOT analysis and positioning. Lead complex risk management endeavors with in-depth knowledge of current regulatory environment related to GDPR, CCPA, data privacy regulations and need to incorporate sensitive data and data privacy into IT controls and data management. Offer twenty years experience in product management, FP&A, product development, and creating program direction and strategy. Added tens of millions of dollars to organizations through value creation and cost structure improvements. Able to identify and evaluate business opportunities and constraints.


    CBAP Certified Analyst

    Project Management and Leadership

    Data Governance - Glossary, Catalogs, Data Sharing, & Lineage

    Sensitive Data Management, Data Privacy Policy and Controls including (GDPR and CCPA)

    Process Mapping (Future State and Current State)

    Business Rules

    IOT Consulting

    Product Roadmaps

    Financial Analysis including FP&A

    Product Management including margin, channel, and go-to-market strategies

    Organizational Leader (IIBA Chapter President)

    Business Architecture and Organizational Structure

    Resource Planning and Implementation

    Work History
    Senior Consultant - Data Governance Oct 2018 - Current
    Information-Asset South Jordan, Utah
    • Consult with executive management to define data governance program goals, objectives, and initiatives
    • Wrote and implemented enterprise sensitive data management (SDM) policies and procedures manual
    • Responsible for current state analysis and future state solution design
    • Identify data governance and sensitive data management pain points for business glossaries, data catalogs, lineage, and data privacy management (CCPA and GDPR)
    • Coordinated legal engineering controls framework identification of controls aligned to NIST regulations,
    • Facilitate and implement best practices for identifying, defining, and managing critical data elements
    • Emphasize power of data catalogs and data sharing agreements
    • Analyze and emphasize desired data outcomes for data integrity and data quality
    Principal Consultant May 2017 - Oct 2018
    TEKSystems - Contingent @ LDS Church Sandy, UT
    • Functional analyst (global treasury financial operations) responsible for supporting and leading product development efforts for four separate product owners all major continents and in most countries.
    • Develop, manage, and prioritize product backlog.
    • Analyze business, system, and solution architecture including necessary support processes, integration components, and success criteria.
    • Elicit requirements and Identify and document product acceptance criteria.
    • Facilitator for global newsroom strategy coordination and SEO optimization business rules.
    • Completed ServiceNow IT asset replacement system architecture and requirements.
    • Designed content permissions workflow to authorize external content requests.
    • Created IBM eStore requirements library to improve product upgrade time to market and enable requirements re-use. 
    • End-to-end knowledge of Software Development LIfecycle (SDLC)
    • Demonstrated success in Waterfall, Agile, and hybrid development environments. 
    Business Analyst IV - Lead Business Analyst Aug 2013 - Oct 2017
    Zions Bancorporation Salt Lake City, UT, UT
    • Spearheaded due diligence analysis and implementation of Collibra data governance tool.
    • Lead cross-organizational stakeholder analysis for data governance implementation and acceptance. 
    • As-Is and To-Be Analysis data mapping and modeling for Record-to-Report Financial Transformation certification.
    • Managed QA and UAT testing of Financial and regulatory reporting required for Financial transformation.
    • Drove business architecture and decision making through systems evaluations, integration planning, and infrastructure analysis.
    • Product Owner for Banking Payment Processing Tools.
    • Leader of C-Level Financial Technology (FinTech SWOT analysis responsible for partner, acquire, or build strategies.
    • Implemented vendor management solution (Hiperos).
    • Completed a successful rollout of Procure-to-Pay solution (global eProcure).
    • Enabled a large global non-profit customer to transition to EFT online donations away from cash and check only options.
    • Received top project award 35% below budget and one month ahead of schedule.
    • Identified and created marketing plan for multi-million dollar increase in wealth management penetration and conversion.
    Business Analyst / Project Management May 2012 - Mar 2013
    Smith-Johnson Consultant @ Rio Tinto Regional Center South Jordan, UT
    • Designed and implemented project reporting templates for global project steering committee.
    • Requirements elicitation, verification, prioritization, and validation for ArcGIS implementations.
    • Implemented ArcGIS mobile solution across multiple geographies in the Americas, Europe, and Australia for mining exploration operations.
    • Completed system architecture assessment for Hub-Spoke v. Cloud architecture.
    • Leader of global team with key stakeholders in Russia, China, Australia, North America, Brazil, and India.
    Business Analyst / Construction Project Manager Jul 2010 - Jul 2012
    Adecco Technical Staffing, Consultant @ Rocky Mountain Power Salt Lake City, UT
    • Documented construction invoicing requirements to reduce vendor performance risk.   
    • Recovered over $200K in vendor overages based on contract audits of vendor invoices.
    • Managed project and project controls (finances, schedule, and vendor) on $50MM construction project.
    • Partnered with consulting firm to design specifications for twelve mile, $100MM construction project with multiple eminent domain considerations.
    • Documented and supported claims in excess of $1MM in liquidated damages recovery.
    Senior Accountant Aug 2008 - May 2010
    DMC Mining Services Salt Lake City, UT
    • Implemented Paychoice payroll solution to replace ADP saving over $100K annually.
    • Designed Sox compliant vendor invoices reducing receivables from $4MM (2008) to $1MM (2009).
    • Built scorecard to track Area manager performance and gross profitability.
    • Steering committee finance lead on joint ventures at Nevada gold mine and Southern Utah uranium mine.
    • Secured and negotiated $5MM in capital lease financing for new equipment.
    • Managed A/P, payroll taxes, and state sales/use tax reconciliations.    
    Senior Financial Analyst, FP&A / Field Support Engineer Jan 2000 - Jan 2008
    HP Inc. Boise, ID
    • Lead financial analyst for Americas Marketing organization, printing and imaging (2005-2008)
    • Created profitability transparency for each product sku, previously limited to product line.
    • Saved $2MM in annual warranty costs by reducing out of warranty entitlement.
    • Reduced $20MM from 2007 and 2008 cost of sales budgets relying on historical performance indicators.
    • Support Engineer Commercial printing (2001-2004)
    • Created and implemented first-time fix initiatives for commercial imaging and printing support operations.
    • Implemented direct support contract sales to customers generating over $1 Million in monthly services revenue.
    • Piloted direct support sales to consumers to create revenue through cost center services.
    BBA: Accountancy Boise State University Boise, ID

    Board & Academic Leadership Positions

    December 2017 - Present, Member of Advisory Council and Curriculum Author - LDS Business College

    October 2014 - October 2016
    , Board Member, IIBA Salt Lake City Chapter, (President October 2015 through November 2016).

    • Raised over $8K in 2016 and sponsored first Business Analyst development day.
    • Earned  Certified Business Analysis Professional (CBAP) certification. 
      Systems & Tools
      Jama, Jira, IBM Rational, HP Quality Center, ServiceNow, LucidChart, TFS, Clarity, Workfront, MS Project, Hyperion Essbase, Hiperos, Global eProcure (GeP), Collibra, SAP, Oracle, Business Warehouse, Paychoice, ADP Payroll, Web Content Management, Visio, Prezi, MS Office, SharePoint, Microsoft Navision, ERP Accounting, Vendor Management systems, Procure-to-Pay, Oracle Data Quality, IBM Data Quality, Metadata, IBM eCommerce solution, HP Quality Center.

      Certified Business Analysis Professional, CBAP

      This resume is created in 7 minutes.
      Award-winning Innovative executive and Industrial-organizational professional experienced in excellent client and project management skills. Action-oriented with strong ability to communicate effectively with technology, executive, and business audiences. Who is able to establish strategic, mutually beneficial partnerships and relationships with community organizations and internal stakeholders.  
      Selected Career Accomplishments
      Veteran Business Center - Assistant Program Manager 05/2017 to Current DC Department of Small & Local Business Development Washington, DC
      Deputy District Director 05/2016 to 06/2017 DC Statehood Commission - Office of Senator Michael D. Brown Washington, DC
      Operations & Logistics Support Administrator 03/2015 to 08/2015 LTBD , P.C. Vienna, VA
      Founder Principal Consultant 07/2014 to 11/2017 Connell Wise & Associates, L.L.C. Washington, DC
      Auxiliary District Staff Officer 09/2013 to 01/2017 United States Coast Guard Washington, DC
      Correspondent Associate 05/2013 to 12/2013 The White House Washington, DC
      Program Monitor/ Workforce Development Specialist 06/2011 to 06/2013 DC Department of Employment Services Washington, DC
      Founder & Chairmen of the Board of Directors 02/2007 to 01/2013 United States Youth Chamber of Commerce Washington, DC
      Master of Arts: Industrial & Organizational Psychology: Coaching & Consulting 2019 Touro University Worldwide Los Alamitos, CA
      • Member of the Society for Industrial-Organizational Psychology
      • Member of Association of Black Psychologists
      • Coursework in Strengthening Leadership & Management and Organizational Theory and Behavior
      Executive Master of Business Adminstration: Organizational Leadership 2018 The Jack Welch Management Institute Herndon, VA
      • Member of National Association of Black MBAs
      • Coursework in People Management, Leadership in the 21 Century 
      Professional Career Certificate : Coaching & Consulting 2015 International Association of Professions Career College (IAP Career College) Princeton , NJ
      • IAPO International Association of Professional Executive Coaches 
      • IAPO International Association of Professional Business Consultants
      • IAPO International Association of Professional Business Public Relations Consultants
      Bachelor of Arts: Liberal Studies 2014 Marymount University Arlington, VA, United States
      • Kappa Lambda Chi Military Fraternity Inc
      • U.S. Coast Guard Auxiliary University Program (AUP): Sector Leader
      • Minor in Business Management
      • Mayoral Commission to Serve DC in 2006 was appointed by Mayor Adrain M. Fenty to serve as a Commission to Serve DC and the MLK Day Commission. I was 16 years old at the time. Mayor Fenty also appointed me to the DC Youth Advisory Council.​
      • 2014 G200 Youth Summit in Saint Petersburg, Russia - It is an international non-governmental project. Annually, around 150 - 200  best students and young experts in the field of international relations, economics, finance, medicine, technology, law and other fields
      • Staff Development
        • Launched well-received program of professional development courses for all staff.
        • Mentored and coached employees resulting in a 12% increase in productivity.
      Academic Awards and Distinctions
      • United States Coast Guard Meritorious Unit Commendation
      • United States Coast Guard Commendation Medal
      • United States President's Volunteer Service Award Life Time Achievement award
      • Honor Diploma: United States Politics and Speech Communication from Princeton University
      • Public Affairs Certificate - United States Coast Guard C - School
      • The District Leadership Program 2016 - 2017 & 2017 - 2017 Cohort
      • Awarded a Doctorate in Divinity - ULC Seminary 
      Professional Affiliations
      • The Forbes Coaches Council 
      • IAPO International Association of Professional Executive Coaches 
      • IAPO International Association of Professional Business Consultants
      • IAPO International Association of Professional Public Relations Consultants
      • IAPO International Association of Professional Human Resources Consultants
      • The United States Coast Guard Auxiliary 
      • The National Association of Certificated Public Bookkeepers
      • The National Notary Association 
      • The National Association of Small Business Consultants 
      • Dual Notary Public Commission of the District of Columbia
      • Dual Electronic & Traditional Notary Public Commission of the Commonwealth of Virginia
      Community Involvement
      • 2017 Volunteer with the Service Corps of Retired Executives  (SCORE)
      • 2017 Treasurer of the Board of Directors for the National Youth Rights Association
      • 2016 Vice-President of the Board of Directors for the National Youth Rights Association
      • 2016- 2017 Former Commission on the DC Commission on National and Community Service
      • 2007 National Association of Black MBAs -DC Chapter Deputy Treasurer
      • 2006 - 2011 Community Emergency Response Team