Expert Details

Engineering, Design, Manufacturing, Supply Chain & Patent Expert

ID: 740695 Ohio, USA

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Expert is a mechanical engineer and business leader with more than three decades of experience spanning product development, global supply chain management, strategic sourcing, and organizational change management. Expert holds a Bachelor of Science in Mechanical Engineering with a Polymer Specialization and a Master of Business Administration, along with certifications including Project Management Professional (PMP), Lean Six Sigma Green Belt, and Innovation Master Black Belt.

Expert began a career in mechanical engineering, contributing to production tire test equipment manufacturing and tire/tire mold design, before moving into product development consulting serving automotive, medical, marine, and consumer industry clients. Expert went on to lead mechanical engineering efforts for point-of-sale and industrial wireless communication devices before joining a multi-billion-dollar OEM provider of banking, security, and professional services products. Over a 14-year tenure there, Expert progressed from Mechanical Engineer to Principal Engineer within the Global Product Development organization, then advanced into senior leadership roles within Global Procurement, ultimately serving as Senior Director of Product Sourcing. In that capacity, Expert directed multi-person management teams and an extended organization of 30+ global sourcing managers, sourcing engineers, and procurement technology professionals, holding P&L responsibility for a multi-million-dollar operating budget and oversight of more than $1 billion in annual spend across multiple business units.

Since 2012, Expert has served as Founder of a change management and organizational growth consulting firm, delivering strategy, leadership development, and capability-building services to more than 75 global organizations across start-up, non-profit, mid-market, privately held, publicly traded, defense contractor, and government/military sectors, and has trained and collaborated with more than 1,000 client team members.
Expert is a named co-inventor on more than 100 U.S. and international design and utility patents related to automated banking equipment and currency-handling technologies, and has provided technical consulting and/ witness services in multiple intellectual property, patent infringement, government contract, and commercial litigation matters. Expert's technical expertise spans design for manufacturability, Design for Six Sigma, Lean Six Sigma, global supply chain design, new product introduction, patent strategy and analysis, and electro-mechanical system design and integration.

Education

Year Degree Subject Institution
Year: 2010 Degree: MBA Subject: International Business and Operations Institution: Malone University
Year: 1994 Degree: BSME Subject: Mechanical Engineering with Polymer Specialization Institution: University of Akron

Work History

Years Employer Title Department
Years: 2012 to Present Employer: Undisclosed Title: Founder & Proprietor Department:
Responsibilities:
Develops and delivers change management strategy, leadership development, and growth-capability programs for a diverse global client base including start-ups, non-profits, mid-market and privately held companies, publicly traded organizations, defense contractors, and select divisions of the U.S. Government, Department of Defense, and U.S. Military.

Has provided education, tools, technology, and consulting services to 75+ global organizations, training and collaborating with 1,000+ client team members in teams as large as 100+.
Years Employer Title Department
Years: 2006 to 2013 Employer: Diebold Incorporated Title: Sr. Director - Product Sourcing Department: Global Supply Chain
Responsibilities:
Reported to the Vice President and Chief Procurement Officer of Global Procurement, directing a 4-person management team, and leading a total combined extended organization of 30 Global Sourcing Managers, Sourcing Engineers, and Procurement technology developers and analysts. Overall responsibility and management for a $4M P&L operating budget managing $1B+ spend of direct materials and product solutions for Diebold’s 3 major business units of Self-Service Terminals, Electronic Security, and Facility Solutions.

Responsible for leading and building new teams for strategic sourcing, supply chain development, source selection, supplier performance management, supplier managed new product introduction, in-direct procurement, and Smart Business annual cost reduction program and architecting industry leading supplier innovation and collaboration efforts within the Diebold Enterprise.
Years Employer Title Department
Years: 1999 to 2006 Employer: Diebold, Incorporated Title: Sr. Principal Engineer Department: Product Design and Development
Responsibilities:
Demonstrating a distinguished record of promotion and achievement within the global engineering, and procurement organizations, initially recruited in 1999 to design and develop system level solutions of Automated Transaction Machine electro-mechanical delivery devices, focused on the voice of the customer (VOC).

Led projects teams of up to 40 cross functional members to $12M per year in annualized savings utilizing value analysis, lean supply chain, and Toyota lean development methodologies
Years Employer Title Department
Years: 1997 to 1999 Employer: Design Dynamics Title: Co-Founder & Lead Project Engineer Department:
Responsibilities:
$3M Start-up Product Development Consultant company with clients in automotive, medical, marine, and consumer industries.

• Challenged to develop concepts and design to production products for key clients including Toyota, Harley-Davidson, General Motors, and Telxon Corporation.
• Design/development of interior components for 2000 model year Toyota Avalon using Toyota development methods.
• Developed “hands free” vehicle entry devices for major automotive manufacturers.
Years Employer Title Department
Years: 1995 to 1997 Employer: Telxon Corporation Title: Lead Mechanical Engineer Department: Product Development
Responsibilities:
$1 Billion global OEM of point of sale and industrial wireless communication and inventory control devices.

• Responsible for Concept thru production development for Telxon’s hand held, wearable, pen-based, consumer and industrial product lines.
• Worked in a supplier collaborative co-development environment to deliver a key wireless product initiative from concept to production in 6 months.
Years Employer Title Department
Years: 1994 to 1995 Employer: Timekeeping Systems, Inc. Title: Lead Mechanical Engineer Department: Product Development
Responsibilities:
$3 million startup manufacturer of barcode reading and wireless devices, Awarded US patent for an electronic time stamp product.
Years Employer Title Department
Years: 1994 to 1994 Employer: Goodyear Corporation Title: Mechanical Engineer Department: Tire Development
Responsibilities:
$20 billion manufacturer of automotive tires. Worked as a tire and tire mold design engineer in the racing and manufacturing divisions.
Years Employer Title Department
Years: 1992 to 1994 Employer: Akron Standard Title: Mechanical Engineer Department: Engineering
Responsibilities:
$10 million manufacturer of production tire test equipment, worked as a mechanical engineer co-op.

Additional Experience

Expert Witness Experience
Expert has provided technical consulting and/ witness services in at least seven matters spanning: patent infringement and intellectual property disputes involving gaming/casino technology; government contract and procurement disputes (including a matter before the U.S. Court of Federal Claims); commercial/retail product disputes; and an International Trade Commission proceeding involving automated banking equipment. Subject matter expertise applied in these matters includes electro-mechanical system design, patent design and prosecution history, patent infringement/reverse-engineering analysis, and supply chain/manufacturing processes.

Career Accomplishments

Associations / Societies
Project Management Professional (PMP) / Project Management Institute
Licenses / Certifications
2013 - Innovation Master Blackbelt
2007 - Six Sigma Green Belt
2005 - Lean Supply Chain
2003 - Project Management Professional (PMP)
Publications and Patents Summary
Named co-inventor on 100+ U.S. and international design and utility patents. Representative topics include: ATM currency cassette systems (RFID tagging, electronic combination locks, currency-level indicators, overload prevention, adjustable/self-locking mechanisms), check-accepting and cash-dispensing automated banking machine systems, and medication dispensing/dosage-compliance notification systems.

Fields of Expertise

assembly engineering, American Society of Mechanical Engineers standard, automotive engineering design review, electrical-mechanical failure, 3D printing, 360 degree feedback, mechanical engineering, mechanical engineering design, mechanical engineering analysis, mechanical engineering measurement, engineering project management, supply chain, supply chain cost reduction, Supply Chain Logistics, supply chain management, supply chain optimization, supply chain project management, supply chain sustainability, battery engineering, biomechanical engineering, cost engineering, plastics industry, Plastics materials for wiring & electronics, plastics inspection, plastics durability, polymer engineering, ADA accessibility, ADA compliance, GD&T, die casting, metal forming, conventional machining, co-injection molding, injection molding, claim (patent), device patent, device patenting, electromechanical design, electromechanical device patenting, patent, patent application, patent claim construction, patent claim chart, patent cases, medical device patent, patent development, patent invalidity, patent infringement analysis, patent interpretation, patent litigation, patent litigation support, patent law, electric vehicle, automotive design, Additive Manufacturing, biomedical device manufacturing, manufacturing cost analysis, Banking Operations, casino gambling, casino industry, business strategy, business consulting, consumer products consulting, management consulting, intellectual property consulting, Management Consulting/Coaching, operational consulting, Paid consulting, buying & procurement, strategic procurement, Change Management and Business Development, change management

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