Assisted customers with the implementation and configuration of the Incisive product suite so that they are able to most effectively address strategic business challenges.

As an independent consultant, I help my clients execute strategic initiatives and solve critical business problems through both advisory and hands-on execution. Success in business tends to boil down to the right combination of people, process and technology. As straightforward as this sounds, all business leaders know how challenging it is to find and maintain the right mix to achieve their strategic goals. In all the services I offer, my approach focuses on the level, composition and alignment of these three pillars in pursuit of my clients’ business objectives (short-term, long-term or both). The conclusion of my work always produces tangible, actionable results - reports and deliverables that can actually be used. I have also filled key executive roles, such as CIO, on an interim basis - responsible for both day to day operations and for finding an individual to fill the role on a permanent basis.My clients often tell me that I am a very effective communicator and excel in the ability to convey complex subjects and principles in a straightforward manner that doesn’t rely heavily on “buzzwords”. They also appreciate that I tell them what they need to hear, not what they want to hear, in direct, though respectful, manner.

Time off to tackle a few things on the bucket list, then prepare for the next part of my career.

• Partner leading the IT Delivery team within the Technology Services practice in North America; developed the service offering and grew the team from inception to 45 consultants by the end of first year.• Developed and refined the Target Operating Model (TOM) client service offering, providing clients with an actionable transformation roadmap of discrete initiatives over a 3-5 year time period fully aligned to the organization’s business strategy. The offering included analysis of the entire technology architecture platform, detailed assessment of key applications and a complete spend analysis of the project portfolio. The resulting final report features a target operating model designed to enable the business strategy as outlined through a set of actionable deliverables, including the target state technology architecture and organizational, technology and process initiatives plotted onto a 5 year roadmap. • Delivery Client Partner for large financial institutions in the US and Canada with overall responsibility for successful project delivery and continued development of the client account. Strong track record of delivery success, including:- Complete Target Operating Model for the US and Canadian Wealth Management group of a large North American financial institution. Projects were each 6 months in duration with a team size of 12 consultants.- Advisory services for a large US financial institution in two areas: a) the operation of the Portfolio Office for the corporate credit card division and b) the transformation of the SDLC for the entire IT operation. The Portfolio was assessed against the Capco PMO framework, gaps identified and initiatives created and aligned onto a change initiative roadmap. The SDLC transformation used a current state / target state approach that featured a series of target state visioning workshops which generated a portfolio of initiatives structured into an actionable transformation program.

• National Leader of the IT Delivery practice within the Financial Services division, responsible for developing the service offering, sales collateral, role definition and consultant development program.• Program Manager of multiple successful delivery effectiveness/optimization advisory engagements for banking and insurance clients of the firm. Engagements involved analysis of current delivery model, organizational structure, personnel and key processes resulting in final reports outlining an actionable plan for implementing recommendations for improvement. • Engagement Director and Program Manager for the development of a customized, web-based small business loan origination system for the small banking division of national financial services company. Responsible for all phases of the engagement utilizing the offshore development model as well as for additional business development within this division – overall revenue in 2007 was $3MM.• Led an internal effort to revise and refresh the global delivery model used by the practice. This included a 3-month assignment in Bangalore, India and the orchestration of a cross-functional team across multiple groups. Examined and deployed the use of multiple delivery approaches (including Agile and Iterative RUP) in the globally distributed development model.• Served as Senior Director of Development within the IT organization of a large firm specializing in the secondary mortgage market. Managed a team of 25 people and successfully delivered upon a portfolio of projects with aggressive delivery timelines. Deployed numerous development processes later adopted by the client.

• Led and managed a challenging deployment of the Kadiri TotalComp product suite for a large travel and hospitality firm. Project included 13 separate deployments to individual business units in a 9-month time frame, including a customized reporting solution.• Designed and developed a software toolkit to facilitate easier reporting from the normalized database of a large enterprise software package. Toolkit includes a schema for reporting purposes, sample SQL and reports to leverage the schema as well as documentation to address security, authentication and integration.

• Product manager for new product line focusing on end user communication. Responsible for product planning, offering definition, product development, revenue model and go to market strategy. Established the product roadmap and phased approach for initial offering. Designed and developed implementation estimating model, product pricing, sales demo, sales tools and marketing presentations.• Relationship manager and program manager for co-development implementation for a large multi-national financial institution. Overall responsibility for delivery and implementation of customer-funded requirements as part of the next release of the Kadiri software platform. Position required extensive interaction with customer and product development to ensure the resulting product met both customer and Kadiri needs. Responsible for requirements gathering and analysis, functional prototyping and demonstration, customer implementation and documentation.

• Responsible for all aspects of the startup’s service offering (consulting, education and support) to ensure customer success and referenceability. Designed and developed service operations model including the revenue model and processes for demand planning, financial projections and executive reporting• Designed and developed engagement delivery methodology and engagement model (team roles, size and structure, delivery tools, estimating model and post-implementation support). Worked with sales on a regular basis to develop presentations and project estimates.

• Managing Director for Munich, Germany office. Developed the business case, strategy to build out the office and oversaw all aspect of operations (finance, HR, sales, marketing, recruiting, delivery, professional development, business development). Built team to 16 before returning to the US.• Started 3 Scient offices (Dallas, London and Munich). Asked to participate in Scient Builder program for the London office in order to develop international operations and to aid newly hired European employees in delivering Scient services. Launched European Operations Committee whose purpose was to adapt the company’s operations to the European market. Proposed and co-developed a training program for new project managers and engagement managers in Europe to assist them in getting up to speed quickly. • Engagement Director and Program Manager for large retail client in the UK. Site developed was the company’s primary e-commerce site and involved all aspects of an online store (content management, inventory, supply chain / distribution, customer service). Responsible for all aspects of the engagement, including proposal development and delivery, staffing, financials, client relationship, strategy and QA. Project team at peak was 55 people with a budget of $11MM (7.5MM GBP). • Program Manager for startup in the telecommunications area. Responsible for the overall delivery of a web-based e-commerce application to be utilized as the company’s primary business channel. Project employed 20 people at its peak with a budget of $5MM.

• Director of internal team responsible for business operations of the worldwide professional services group. Built initial team of 15 people to focus on all aspects of the consulting business, including: finance, human resources, position and compensation planning, incentive administration, fulfillment, recruiting, contract provider partner programs, field organizational structure, and professional development. Responsible for numerous projects to improve the business processes and systems infrastructure utilized by the professional services organization.• Designed new consulting strategy team to be spun off from business operations team to focus on the strategic direction of the consulting business, including new service offerings, new release preparedness, training strategy and programs, and methodology development.• Program manager for several, large cross-functional projects focused on adapting Peoplesoft Financials for the software and services industry through our internal implementation. Collaborated with the Product Strategy team for eventual inclusion of many features into the core product.

• Served as western regional leader of the GroupWare division of the national Electronic Commerce practice. Built team from 2 to 20 consultants and contributed to the creation of a center of excellence for GroupWare in Palo Alto. Assisted the practice leadership in building the Electronic Commerce national practice including management of vendor relationships, determination of service offerings and creation of engagement methodology and control system to manage implementations.• Account Director of consulting services for a large computer equipment-manufacturing client. Successfully repaired a damaged client relationship and reestablished the firm as a preferred vendor. Served as primary contact with responsibility for generating leads, pursuing opportunities, resource management, and oversight of development projects and strategic direction.• Advisor to operations and administration team in handling issues and managing day-to-day operations of large sales force automation system in use by over 1500 users. Developed recommendations for process improvements in handling administrative requests and for managing the change control process for ongoing maintenance and enhancements.

• Project Leader in support of special projects for various groups within the Commercial Banking Division, including Investment Banking, Foreign Exchange Trading Desk and Municipal Bond Trading. Developed several database applications utilizing Paradox on a Novell network. Responsibilities spanned the entire software development lifecycle from requirements gathering to implementation and support. • Application Developer responsible for creation of tools and applications to assist business application developers. Responsibilities spanned the entire software development lifecycle from requirements gathering to implementation and support.