Experience

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  United technologies corporation

  Jan 1989 - Jan 1991

  Utc leadership associate

  • Received UTC Asset Management Award for assisting Carrier-Knoxville in adapting their kanban system to a new division-wide ordering system• Managed Sikorsky's Japan S-80M-1 Product Improvement Team, a group of 35 cross functional corrective action teams for heavy lift helicopters• Presented Product Improvement Team solutions to officers at three Japanese naval bases• Financially compared two emerging Pratt & Whitney manufacturing technologies for the production of Advanced Tactical Fighter engine components• Led P&W financial analysis for titanium compressor blade sourcing Show less

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  United technologies corporation (carrier corporation)

  Jan 1991 - Jan 1993

  Manager, strategic planning and corporate development

  • Received Special Award for Extraordinary Achievement in Customer Service for assisting Carrier President in communicating with the UTC Board, securities analysts and employees• Launched a comprehensive competitive analysis program to track nine global HVAC competitors and provide regular updates to operating managers around the globe

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  United technologies corporation (carrier corporation - carrier electronics)

  Jan 1993 - Jan 1994

  Business manager

  • Managed $20M internal commercial electronic supplier business • Oversaw $2M R&D budget which resulted in a new commercial zoning system, a building automation software package and a low cost general purpose controller

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  United technologies corporation (carrier corporation)

  Jan 1994 - Jan 1996

  Global product manager

  • Led development team for the company’s first gas/electric rooftop unit to be sold outside of North America • Led effort which reduced European rooftop product costs by 20% • Launched the development of the next generation rooftop by coordinating market research and concept development activities• Increased commercial heat exchanger gross margin by $.7M/year through resourcing

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  United technologies corporation

  Jan 1996 - Jan 2002

  Director of financial planning and analysis

  • Reviewed and made recommendations to CEO, CFO and UTC Acquisition Committee on proposed acquisitions and capital appropriations for Otis Elevator and UT Automotive • Assisted UTC senior management and UTC finance groups with all plans, forecasts and reporting for Otis and UT Automotive• UTC Financial Planning representative on successful UT Automotive divestiture to Lear Corporation for $2.3B• Performed ongoing valuations to support UTC Tax and UTC Legal in structuring of international corporate entities• Initiated re-engineering effort in FP&A and Controller departments across the corporation Show less

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  Arbor valuation and consulting

  Aug 2019 - now

  Managing director