Customer Care Sales Representative

David P. Roggen, CFA

**** *** ****** ***** ● Arlington, VA 22205 ● 703-***-**** ● adb4h4@r.postjobfree.com

EXECUTIVE SUMMARY

Major Industry Focus

Major Capabilities Consistently Demonstrated

Cybersecurity

Telecom

Energy and Utilities

Technology

Government Contractors

Business Strategy

M&A Integration

Processes Improvement

IT Financial Management

Business Process Management

People Management

Growth Strategy

Product Strategy

Market Strategy

Data Usage Strategy

Organization Strategy

Financial Analysis

Project Management

EXPERIENCE

Deeper Solutions, LLC McLean, VA

Founder & CEO September 2016-Present

Deeper Solutions is a Management Consulting firm focused on optimizing an organization’s business and operating strategies. Our primary focus area is cybersecurity processes, technology, organization design and compliance. Deeper Solutions provides in depth strategies for organizations of all sizes to ensure their most critical data is protected. Sample engagements include:

Developed Cybersecurity strategy for National Non-Profit and developed methodology to provide cybersecurity services to member organizations as well process to share costs.

Cybersecurity training for diversified medical service providers

Risk Analysis (In accordance with HIPAA-Security Rule) to identify most vulnerable attack vectors and develop mitigation strategies

Developed methodology based on the NIST cybersecurity Framework to educate executives on the impact of cybersecurity vulnerabilities

Briefings on cybersecurity including Basic cybersecurity, Industry ecosystem, technology development, etc.

Sales representative and partner for multiple cybersecurity technology firms (names available upon request)

oSold equipment, software and services

oEstablished partnership with Strategic Integrators, Consulting Firms and Value-Added Resellers

MorganFranklin Consulting McLean, VA

Strategy, Finance, and Operations Practice

Director January 2013 – September 2016

Delivered client’s organic and inorganic growth strategies through hands-on transformational of process, technology and organizational enablement and execution. Served as change agent for client’s across finance, operations and IT to operationalize capability development in alignment with strategic direction and key performance indicators. Acted as major change agent to drive the firm’s capabilities beyond serving Finance and IT organizations to develop key strategic capabilities in areas such as Strategy, Merger Integration, and Financial Management.

Strategy:

Conceived of and implemented a joint venture strategy between MorganFranklin and Appian (A leading BPM software provider). My leadership activities were: initiated discussion with Appian leadership, developed internal business case, developed processes to collaborate, manage on-going relationship and developed go forward strategy for partnership

Aligned the capabilities of a $200 M privately-held technology firm to its overall growth/exit strategy. Aided executives and owners to understand key value drivers important to potential acquirers. Recommended organization and process redesign

Merger Integration:

Enabled future inorganic growth of a multi-national, multi-billion Consumer Package Good Manufacturer by developing a comprehensive set of tools, templates and checklists to facilitate divisions within the manufacturer to independently integrate acquired businesses

Developed a single future state billing process for a Government Contractor by assessing multiple billing processes of acquired business and developing recommendations and a roadmap to a unified billing process

Financial Management:

Provided cost visibility of $600 Million of IT by improving intercompany billing issues to a multi-national, multi-billion Consumer Package Good Manufacturer. Identified root causes for billing complexity and lack of transparency, developed recommendation to improve, standardize and improve intercompany billing processes and roadmap

Improved the cost allocation process by leading teams to redesign processes and tools to capture and allocate $600 M + of IT costs across a multi-national, multi-billion Consumer Package Good Manufacturer

IBM Global Business Services (PWC prior to 2003) Fairfax, VA

Communications Sector /Strategy & Transformation Practice

Associate Partner August 2000-January 2013

Provided implementable strategies that were grounded in a deep understanding of the telecommunication industry and electric utility industry operating landscape. A leader within IBM GBS supporting the telecommunication industry globally; provided insight into the business and operations of the telecommunication ecosystem (e.g. suppliers, partners, consumers) to clients, GBS and greater IBM. Supported a variety of electric utilities leveraging deep experience in telecommunication to enable electric utilities to develop a more intimate relationship with its customers Over my tenure at IBM I supported engagements across all major functions (e.g. sales, marketing, finance, operations, HR, IT, product development, customer care, etc.). Engagements focused on:

Improve process effectiveness and efficiency (Process)

Leverage technology to align with business and operating strategy (Tech)

Define strategies to translate data to actionable information (Data)

Optimize capabilities of an organization to align with operational, organizational and business strategies (Org)

Financial Analysis (Finance)

Telecommunication

Assessed the viability of IBM acquiring a major supplier to the telecommunication industry including an assessment of the overall financial viability and the continued value of technology to the market place (Tech and Fin)

provided vision to future of customer metrics and management by developing a prototype of a customer related, enterprise wide, corporate performance scorecard for a large telecommunication company. Analyzed the potential for use of advanced business analytics on large amounts of customer data-300+Petabytes (Finance and Data)

Developed and implemented the overall strategy for AT&T mobility to roll out national “Service Depots” which provided customer care and expedited warranty returns. Managed the on-site pilot program across initial 6 locations Analyzed pilot program determine strategic implications for a $30M+ national rollout strategy. Managed the vendor selection process for selecting an outsourced vendor to staff facilities (Process, Tech, Org, Data and Fin)

Manager for a $2.2 M “First-Of-A-Kind” engagement that deployed initial experience stores for AT&T following the rebrand from Cingular. Oversaw five IBM teams with 20+ practitioners which designed customer experience strategy, developed interactive experiences, designed store operating processes, wrote and implemented training, and installed all store technology. Responsible for follow on sales of ~$2 Million (Process, Tech, and Org)

Energy and Utilities Engagements Examples

Enabled the implementation of a demand response system (a key part of some “smart grid” implementations). Project managed an 11-person team to develop requirements for business processes needed for operations of a demand response system. Project also included change management, architecture assessment, and equipment deployment and configuration processes. (Process and Tech)

Led Smart Grid-Implementation Road Map engagement for a mid-size utility planning a multi-state implementation. Worked closely with the client to identify the major long term goals of Smart Grid and identify a comprehensive road map given the business, regulatory environment and customer environment (Process)

Developed integrated methodology for the electric utilities to design demonstration centers to showcase transformational technologies being deployed (e.g. Advanced Meter Infrastructure-AMI) to regulators, customers and utilities. Sold and managed pilot deployment of methodology at PHI -Pepco Holdings Inc. (Tech)

Project Managed a variety of Smart Grid strategy engagements for multiple utilities including overall deployment strategy, PMO Strategy, Network Planning, Business Process Development, & Change Management (Process, Tech, Org and Fin)

IMCI Technologies, Inc. Vienna, VA

Account Executive 1997-1999

Generated initial clientele for new network element management product/solution (Open-i*). Initial Sales included Federal Government and Bell Atlantic

Scitex Corporation Herzelia, Israel

Assistant to Director of Telecommunication Program 1996- 1997

Member of 3 person deal team which negotiated a joint venture with British Telecom - “Vio” a broad bandwidth network for digital transmission of large graphic arts files

Israel Defense Force (Nachal Brigade) Israel

Infantry Soldier-Rank Corporal 1994 - 1995

Company Exemplary Soldier Award

Education & Accreditations

Georgetown University - McDonough School of Business Washington, DC

Master of Business Administration May 2000

• Beta Gamma Sigma Honor Society

University of Chicago Chicago, IL

Bachelor of Arts, Economics June 1993

• Completed coursework for Bachelor of Arts in Philosophy

Designation & Memberships

Designations: Chartered Financial Analyst (received September 2004)

Membership: CFA Institute and Washington Society of Investment Analysts

Volunteer Activities

Board Member-Virginia Chapter – Friends of the Israel Defense Force

Board Member-Hillel – George Mason University

Mentor-American Corporate Partners

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