Boutique consulting service that offers unique perspectives gained by working with venture capital/PE firms, entrepreneurs, Fortune 100 C suite leaders/boards, and top management consulting firms. My expertise comes from deep and dynamic understanding of market needs, product capabilities, go to market strategies, as well as growth and efficiency trends, combined with deep understanding of new technologies, AI and marketing. I pride in creating a highly relevant, robust and meaningful viewpoint for my clients. Areas of engagement include SaaS, Financial Services (Banking, Brokerage, Risk and Insurance), Healthcare & Wellness, Employee Benefits, B2B and DTC Digital Businesses. I advise and speak on:- Scalable growth for large enterprises and startups- AI & GenAI for Board and C Suite - Digital transformation- M&A and private/public investments diligence - Marketing & CX- Innovation and venture funds/capital

Ascension is one of the nation’s leading health systems with a Mission of delivering compassionate, personalized healthcare to all. Ascension includes 125,000+ associates, 35,000 affiliated providers and 125+ hospitals, serving communities in 19 states and the District of Columbia.

Advise BCG partners and clients on financial services, insurance, GenAI, PE diligence, digital transformation and marketing.

SYPartners helps world’s top brands and leaders with business transformation fueled by humanity, creativity, and purpose. In recent months, SYPartners is actively working on identifying the norms, behaviors, rituals, and incentives that will help organizations and people adapt and thrive in the era of AI.

2021.ai is dedicated to ethically advancing human decision-making through AI. Its LLM Center empowers companies to centrally manage and monitor their machine learning (ML) and large language models (LLMs) across diverse clouds and platforms, with the primary goal of fostering trust among employees, clients, and shareholders. With a strong foundation in AI acceleration, expertise in European data regulation, and hands-on experience in AI Governance, Risk, and Compliance (GRC), it is a leading global responsible AI platform.

Serving on the CNBC Councils Advisory Board and as a Member of the The CNBC Tech Executive Council. Providing thought leadership on high-priority discussions about employing breakthrough technologies, data sciences, and AI to solve problems and power growth, while addressing the challenges presented by these innovations.

An innovative VC firm that consolidates advertising inventory from leading media companies in the US and invests in promising startups that require marketing assistance, in exchange for equity.

Zenarate is a global leader in AI driven contact center simulation, training & coaching. It’s platform is used by large enterprises to develop confident top performing agent teams. Platform accelerates agent proficiency, provides deep measurement and guidance for improvements, and supports 75+ languages.

Ringkas is helping democratize home ownership and making it accessible for everyone in Indonesia.

Publicly listed SPAC (LHC.U) focused on investing in entrepreneurially driven consumer growth companies. Company seeks businesses which are positioned to thrive in the digital information age with reference to changing consumer behaviors.

Led company’s digital and cultural transformation and managed digital technology, data sciences, marketing, strategy and M&A efforts globally. Brought in thought leadership with operator mentality, and strong P/L focus. Deep engagement with Board and C-Suite. Member of US Management and Operating Committee.

Content Intelligence platform driven by AI for brands to plan, measure, and optimize content marketing programs across owned and paid channels.

Acquired by Paymentus(NYSE:PAY). Modern bill management platform helping large banks and credit unions acquire and retain customers. Streamlined bill presentation, delivery and payments.

Pricelock pioneered energy cost hedging for businesses of all sizes. The platform expanded into online auction marketplace to trade physical energy products for largest utilities, power generators, investment banks, and refiners. Venture funded. Investors included Goldman Sachs, Barclays, Travelers, RenaissanceRe and Artiman.

Consumer marketing platform for Fortune 500 driven by AI.

Ran $450M+ P/L for E*TRADE's affluent and mass affluent customer segments (investments, wealth management, retirement, mutual funds, and stock plans). Extensive experience in online customer acquisition, customer experience design, leadgen, and enterprise sales to CFO/CMO/HR. M&A both buy and sell. Chaired the firm’s investment committee.

Member of executive team that built a digital content and photos business in the early days of internet. Launched StoryBox, a connected device (IoT) pre WiFi pre USB. Acquired by Kodak.

Senior executive who drove product design, customer experience and tech for SunGard's derivatives pricing, portfolio management, and risk management global business. Joined via acquisition of Renaissance Software (pre-IPO), and ended up running end to end capabilities for full portfolio, including Infinity Financial (post-IPO).

Projects in Auto, and Financial Services.

Projects in healthcare and manufacturing