Resume

• 2017

  Doctoral Student

  The Ph.D. program in Education

  Learning Sciences and Psychological Studies (LSPS)

  prepares students to: a) conduct rigorous theory development and research that spans multiple academic disciplines

  using multiple and mixed methodologies

  to understand how people learn in an array of formal and informal educational settings

  b) integrate and critique these multiple perspectives on learning

  c) design environments

  contexts

  and interventions that facilitate learning and development in these educational settings

  and d) foster mutually informative

  translational relationships between academic

  policy

  and practice communities.

  Education - Learning Sciences and Psychological Studies

  University of North Carolina at Chapel Hill

• 2014

  Master of Science (M.S.)

  GPA: 4.0\n\nSpecial Focus:\nEducational Technology

  Artificial Intelligence

  Data Mining

  Algorithm Design/Analysis\n\nAwards:\n2016 Outstanding Graduate Student of the Year

  Computer Science

  Pace University

• 2000

  Bachelor of Business Administration (BBA)

  Minors: Biological Sciences and Economics\n\nGraduated Cum Laude \n3.313 Cumulative GPA \n3.820 Major GPA

  Information Technology

  North Carolina State University - College of Management

• Business Strategy

  Email Marketing

  Excel

  Analytics

  MySQL

  Marketing Strategy

  Accounting

  Business Analysis

  Data Mining

  Econometrics

  Pentaho

  Business Intelligence

  Salesforce.com

  Financial Reporting

  SaaS

  Web Analytics

  Online Marketing

  Access

  Data Analysis

  Financial Modeling

  Modeling temporal self-regulatory processing in a higher education biology course

  Modeling temporal self-regulatory processing in a higher education biology course

  A Greedy Algorithm Assignment of Capstone Course Students to Teams and Projects Using Skill Heuristics

  Variable-centered approaches

  D. Plumley

  North Carolina State University

  iContact

  First Security Mortgage Corp.

  University of North Carolina at Chapel Hill

  Plumley and Associates

  Pace University

  New York

  NY

  Adjunct Lecturer

  Graduate Research Associate

  Pace University

  Raleigh-Durham

  North Carolina

  Utilizing nearly a decade of experience in the SMB and tech start-up spaces to provide both short and and long term consulting engagements. \n\nSpecialties:\nP&L and Operational forecast development\nBusiness process analysis and optimization\nCustomer lifecycle and profitability analysis\nMarketing spend and acquisition path analysis

  Principal

  Plumley and Associates

  • Completed scenario modeling for $5.4M Series A and $500K angel funding rounds\n• Designed and implemented accounting

  financial reconciliation and reporting procedures\n• Developed and administered employee expense reimbursement guidelines and reporting procedures\n• Assembled and further defined business requirements for internally coded revenue recognition system\n• Managed team of two Customer Billing Specialists tasked with resolving escalated customer refund requests and implementing accounts receivable collections procedures \n• Supervised two accounting interns charged with transactional revenue recognition testing for internally developed system

  iContact Corporation

  University of North Carolina at Chapel Hill

  Chapel Hill

  North Carolina

  NSF #1821594 - Improving Undergraduate Student Success in Introductory STEM Courses Via Campus Data Systems and Targeted Support for Self-Regulated Learning\n - Principal Investigators: Jeffrey A. Greene & Matthew L. Bernacki

  Graduate Research Assistant

  Fayetteville

  North Carolina

  • Assisted junior loan officers with sales calls and placing complex loans with one of the numerous lender programs\n• Intervened with lenders on loan processors’ behalf to move stalled loan applications forward\n• Managed database of leads and previous loans to ensure follow-up and increase refinance opportunities\n• Designed direct-mail campaigns with merger of personal public-record data to increase response rates \n• Identified target markets and deployed direct mail and telemarketing campaigns in various US cities

  Assistant Manager & Marketing Coordinator

  First Security Mortgage Corp.

  • Resolved customer billing issues and refund requests\n• Coordinated accounts payable and payroll execution with accounting contractor

  iContact Corporation

  iContact

  • Conducted customer retention and lifecycle mapping analysis to identify key customer care touch points and purchase decision timelines.\n• Performed analysis to determine optimal email auto-responder series cadences as well as response maximizing timing of promotion deployments across numerous customer segmentations \n• Led team in analysis of business impact as customer acquisition method shifted to a “Freemium” model \n• Performed trial conversion analysis to distinguish most successful marketing campaigns

  including direct mail

  online display and search engine marketing as well as national and regional radio campaigns \n• Produced marketing spend acquisition forecasts and ROI calculations\n• Drafted detailed business user requirements for companywide data warehouse project; ultimately designated as an internal “power-user” of Pentaho Business Analytics\n• Deployed and analyzed results of Net Promoter Score survey for trends among customer demographic groups \n• Assisted with the analysis of the customer sign-up process to determine significant abandonment factors \n• Consulted on customer demographics survey to ensure statistically significant respondent populations\n• Helped adapt and install Customer Cancellation Specialist workflows to facilitate higher save rates and better data collection

  Director of Customer Excellence and Retention

  Raleigh-Durham

  North Carolina Area

  • Built and maintained 5-year corporate operational forecast

  which included scaling models for major departmental headcounts

  capital expenditures

  office space

  and funding needs over various marketing budget and customer growth scenarios \n• Executed 5-year business scenario modeling for $40M Series B funding negotiations\n• Coordinated semi-annual corporate planning cycles\n• Performed monthly forecast updates and variance analysis\n• Evaluated annual health insurance renewals to ensure minimal financial and employee coverage impacts\n• Elected by peers as the second Chairman of the Corporate Operations Committee due to extensive knowledge of cross-departmental projects

  iContact

  Full-time Student

  There were a few wonderful and some not so wonderful distractions along the way

  but after the sale of iContact I was able to take some time off and complete my Bachelor of Science in Business Administration (Information Technology concentration) along with minors in Economics and Biological Sciences.\n\nGraduated Cum Laude \n3.313 Cumulative GPA \n3.820 Major GPA\n\nNotable coursework : Team lead for IT Capstone course project (Product and market analysis of Cisco's WebEx Social)

  Database Management

  Information Systems Development

  Decision Support Systems

  Data Analysis for Economists

  Forecasting for Business and Economics

  North Carolina State University

  Director of Human Resources

  • Reconciled and deployed semi-monthly payroll and monthly sales commission calculations\n• Facilitated employee orientation

  including payroll and benefits enrollment\n• Expedited various performance improvement plans and unfortunately the occasional employee dismissal\n• Revised employee handbook and initiated assorted company programs to cultivate a light and fun company culture.

  iContact

  Society for Learning Analytics Research (SoLAR)

  Division Memberships:\nDivision 15 - Educational Psychology

  American Psychological Association (APA)

  Division Memberships:\nDivision C - Learning & Instruction\n\nSpecial Interest Groups: \n Studying and Self-Regulated Learning\n Motivation in Education\n Technology

  Instruction

  Cognition

  and Learning\n Learning Sciences\n Instructional Technology\n \n\n

  American Educational Research Association (AERA)

  Highest honor awarded to a graduating masters student from the Seidenberg School of Computer Science and Information Systems.

  Pace University