Log: Reverse chronological Coverage: 2019 — Present
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Recent milestones

A running log of certifications, leadership cohorts, and professional recognition — the same briefing habit applied to a career, entry by entry.

July 2026

Selected to Leadership Tampa Bay, Class of 2027

Named one of 59 regional business, government, and civic leaders for the competitive, regionally-focused leadership program founded in 1988.

Civic Leadership
July 2026

CI Fellows approves updated Code of Ethics

The Council of Competitive Intelligence Fellows formally approved a revised, principle-based Code of Ethics for the profession, following months of committee review.

Profession
November 2025

Earned the AI for Work and Life Certificate

Completed the University of North Florida's Professional & Lifelong Learning program on practical, ethical integration of AI into professional workflows.

Certification
October 2025

Nominated as CI Fellows Ambassador of Practice

Began championing competitive intelligence practice with the Council of Competitive Intelligence Fellows.

Leadership
October 2025

Joined the Mercyhurst University National Alumni Association board

Began serving as a Board Member of MUNAA, supporting alumni engagement for his alma mater.

Leadership
June 2025

Earned Lean Six Sigma Green Belt

Certified in Lean Thinking Knowledge through Cardiff University's Lean Competency System — methodology now applied directly to GuideWell's intelligence portal and earnings-tracking workflows.

Certification
May 2024

Completed Harvard Business School Business Strategy Certificate

Completed the HBS Online certificate program on strategic thinking and value creation for organizational financial performance.

Certification
May 2023

Joined GuideWell / Florida Blue

Started as Senior Competitive Intelligence Lead, later launching the enterprise intelligence portal and Quarterly TCOC Management Report.

Career
May 2022

Joined SIR board

Took on board governance duties with the Society of Insurance Research.

Leadership
2019

Earned SCIP Certified Analytics Professional designation

Certified by the Strategic Consortium of Intelligence Professionals.

Certification