Cole Gladstone Email & Phone Number

Boston, Ma, Us

Airlines | Transformation OfficeFinancial Services | Fund Strategy - Developed strategy for private markets product to support wealth management sector - Educated client on private markets industry and operations across several asset classes - Supported sub-adviser RFP process, including consulting on adviser selection - Managed full teamBain & Company Internal | Finance - Built automated reporting to support AR collection across Americas for leverage by Office Heads and Americas / Global Leadership - Defined and codified BDPs to support SOW creation and case-specific O2C processes - Trained and onboarded stakeholders to run processes and reporting - Managed full team

Boston, Ma, Us

Market Intelligence | Strategy - Developed 3-year product development plan for 2 digital platforms - Owned full set of SteerCo and Board updates - Managed 3-year growth and FTE-level cost models; TAM builds to support - Managed customer & competitor primary interviews as well as customer survey - Managed full teamSpace | Operating Model - Owned full integrated savings & cash impact model - Drove PMO process for full G&A program - Owned functional cost-out and future-state design for all G&A (excl. IT) - Managed ~10 C-level and VP/SVP client maps - Supervised 3-4MedTech | Organizational Transformation - Global HR PMO - Created bespoke Global process to track FTE reductions throughout Transformation - Managed codification and reporting of actual FTE reduction vs. commitments - Identified regulatory timelines across ~60 countries for creation of Transformation Master Calendar - Supported comms and change management processes - Supervised 2 ACs & 1/2 Consultant

Boston, Ma, Us

MedTech | Organizational Transformation - Drove Transformation process as core member of central Transformation Management Office (TMO) owning work planning, PMO, and tactical support across dozens of stakeholders - Led support of creation of two new P&L owning Business Units - Supported org design process through org visualizations, spans & layers analysis, and collaboration with industry and functional experts - Owned target setting process across all 8 major functions of Global transformation leveraging benchmarks, internal analytics, etc. - Developed relationships with multiple Director and VP level client maps - Supervised an AC and a Consultant

Boston, Ma, Us

Hedge Fund | PE Strategy - Conducted primary and secondary research & analysis of HFs and PE firms - Developed PE PortCo monitoring strategy - Executed Investor Relations benchmarking - Supervised 2 ACsHedge Fund | Results Delivery - Deep support, including workshops, for 2 out of 3 "major" initiatives including staffing/talent model & PE strategy - Mobilized 12 highest priority management initiatives - Supervised 2 ACsMarketing Data and Services | Integration Strategy - Developed integration thesis, critical integration questions, and defined IMO structure - Defined resourcing and roadmap for integration - Supervised a ConsultantIndustrial Equipment and Software | Commercial Excellence & Operating Model - Developed short and long term plan to stand up Pricing and Route to Market (channel) CoEs - Supported CHRO in defining roadmap for global talent transformation - Owned working sessions with COO across Pricing and RTM - Owned read out with CEO and broader C-suite across Pricing, RTM, and Innovation - Conducted executive interviews - Supervised an ACPrivate Equity Group | Commercial Due Diligence - Software x5 - Healthcare x2 - Wealth Management x1 - Engineering Services x1 - Supervised Consultants, ACs, and Data ScientistsCommercial Aviation Parts & Systems | Supply Chain Performance Improvement - Built ~24 month roadmap to stabilize and optimize supply chain - Delivered diagnostic for Direct Materials and Make vs. Buy opportunity as a part of full supply chain diagnostic - Executed multiple large-scale Direct Materials workshops focused on top supplier strategies - Led engagement with Direct Materials org (~$5-10B spend base) to answer transformational point topics as well as grow and solidify in-year savings pipeline to hit 9 figure target - Supervised an ACPromoted to post MBA title on accelerated timeline (~10-25% offered)

Boston, Ma, Us

Commercial Aviation Parts & Systems | Supply Chain Performance Improvement - Developed and ran ideation workshops with Supply Chain leaders to bolster conversion and direct materials savings pipelines - Supported the management of Supply Chain savings pipeline, including communication of progress updates to executive teams - Supervised an ACCommercial Aviation Parts & Systems | Organizational Transformation - Developed and managed synergy tracking tool for use by executive team and transformation office across entire org program - Modeled functional HC targets across ~40K EE org for presentation to business and group C-suite - Collaborated with senior executives in functional org design, supporting 8 of the 15 major functions in the business - Created long-term progress tracking tool for Transformation Office to manage program through Y1 - Supervised an ACEnterprise Information Management | Procurement Transformation - Developed full materials for and ran delivery of senior executive updates - Owned multiple Sr. Director / Director level client relationships across the Globe - Managed investigative study into electrification of EMEA region commercial fleet - Coordinated facilities management overhaul for ANZ region - Oversaw targeted rationalization of enterprise software in LATAM region

Boston, Ma, Us

Consumer Packaged Goods | Engine 2 Strategy: Innovation - Supervised undergraduate summer intern - Prepared presentations for senior stakeholder alignment meetings - Led development of executive co-creation workshopsEnterprise Technology & Merger Integration | Global IP and Product Development - CIO response to COVID crisis: short and long term actions for enterprise IT organizations - Technology integrations - IT functional integrationsEnterprise Software | Merger Integration - Built a revenue synergies model for C-suite and PE executives to size potential post integration go-to-market opportunities; collaborated with senior client teams on modeling - Created an extensive revenue synergies fact base to aid executives in prioritizing cross-sell, new logo, and partnership sales strategies - Built presentations summarizing revenue synergies opportunities for audience of C-suite, PE executives, and co-investors - Collaborated on communication materials for C-suite to announce deal to combined company- Supported and launched a capacity planning sprint to allow NewCo to rapidly realize revenue synergies from mergerConsumer Technology | Merger Integration - Post integration growth diagnosis to determine cause of top-line leakage for C-Suite by performing deep-dive analyses, conducting customer calls, and leveraging industry reports - Assisted in the development and execution of large-scale executive workshops - Worked hand-in-hand with executives to structure a future-state organization - Developed synergy and baseline tracking models to manage progress with senior executivesCommercial Food Service | Procurement Transformation - Built data visibility into ~$400M of spend; created Tableau workbook for client distribution - Created models and performed analyses to find millions of dollars of annual savings from both products and services - Formed standardized process lists for global distribution - Developed adaptive surveys

Amherst, Massachusetts, Us

The Advisory Board of IUCG serves as a formal platform for IUCG alumni to provide guidance and oversight to the group leadership. They are the go-to contacts for any problems or concerns, they help facilitate connections between IUCG and industry, and they work independently to ensure that IUCG continues to grow and thrive as it has in the past.

Amherst, Massachusetts, Us

- Led the client engagement of a $500mm global manufacturing company which culminated in the adoption of new equipment and processes that will save the firm a predicted $1-2 million annually - Created new inbound marketing channels as well as rebranded the group in order to expand our client work from local businesses to international corporations and top tier startups - Mentored students extensively in their job pursuits; IUCG saw a $12,000 average base salary increase for the 2017/18 year - Initiated a semester long development program for junior members to ensure they are prepared with all the soft and hard skills necessary for client facing work - Fully refreshed the website (www.isenbergconsulting.org) to guarantee it met all internal and external needs - Pioneered and managed the creation of a scholarship fund designed to award group members with thousands of dollars of merit based awards on a semesterly basis - Acquired 6 projects with multi-million dollar, global and national, corporations spanning 4 industries - Manage internal activities and initiatives, drive the overall strategy and direction of the group, as well as oversee all client engagements to guarantee client satisfaction from RFP to final deliverables - Founded the IUCG Advisory Board to help better connect with alumni and bring their talents back to campusPrevious titles: Analyst, Director

Amherst, Massachusetts, Us

Amherst, Massachusetts, Us

Boston, Ma, Us

Instruct cycling classes for up to 55 riders.

Amherst, Ma, Us

Led a lab section of OIM 210 (Introduction to Business Information Systems) and held lab hours to assist students with homework assignments. Worked collaboratively with other TA's, Isenberg management, and the professor to ensure the success of all 400+ students enrolled in the course.

Amherst, Massachusetts, Us

As a Group Fitness instructor for Campus Recreation, I strive to push everyone past their breaking point. Each routine is choreographed to the beat of the music and is designed to bring even the most fit athlete to a place they've never gone before. I'll help you "get to yes" one pedal stroke or push-up at a time... are you ready?

Boston, Ma, Us

At Liberty Mutual, I collaborated with the distribution strategy department to improve the on-boarding experience for new agents and brokers by utilizing quantitative metrics, which define new agents’ success, as well as both internal and external qualitative surveys. I then synthesized these conclusions to aid in quoting profitable business from new agents more quickly.I also analyzed the segmentation model that is used to target agents and brokers and made recommendations that better allocate the time and effort of field personnel charged with engaging with small agencies. Throughout my many projects, I worked on creating many useful excel dashboards to be used by both corporate and field stakeholders.

Zurich, Zurich, Ch

As an MD&RM Intern, I led the execution of a feasibility study into the market entry of a ~3.5 billion dollar space by conducting market research, utilizing proprietary data, and communicating with internal upper management and external industry experts. After the successful completion of this study, I, along with my team, developed an initial go to market strategy to bring to national executives. Additionally, I utilized the Salesforce platform as well as other, proprietary, data management systems to conduct "deep dives" of major brokers for Business Development Leads. I used these same tools to conduct a relationship study of brokers geographically to determine regions that needed further investment, and presented my findings to upper management.

Instructed cycling classes to a wide range of riders.

I worked not only as a referee at a high club level, but also with my local town soccer organization (Winchester Soccer Club) to develop new referees into confident and proficient individuals.

Danvers, Ma, Us

As an Operations Intern at mortgage network, I worked alongside processors, underwriters, closers, and loan officers to ensure that all of the proper materials required for loan closings were prepared within the necessary time frame. Much of this work included performing employment verifications, obtaining verification reports, translating and organizing flood insurance data, preparing underwriting documents, and getting loan disclosure information ready to be sent out to borrowers. I also worked with the marketing team in order to ensure all employees were up to compliance across their various social media platforms.

I worked alongside club members and guests from ages 5-75 in group and individual settings. I encouraged the development of physical and mental skills which apply on and off of the court.

Working with children ages 5-12, I fostered strategies of interpersonal relations and group success in a variety of games, activities, and organized trips.

Bachelor Of Business Administration (Bba), Operations And Information Management

Bachelor Of Business Administration (Bba), Operations And Information Management

High School Diploma, Graduated With Honors