Leading SRM's AI practice - accelerating safe adoption of Large Language Models and other AI solutions in the financial sector.

• Built AI consulting offerings from the ground up, expanding SRM's capabilities footprint and positioning the company as a leader in the AI strategy space for community financial institutions, driving market penetration and revenue growth.• Grew AI practice by authoring thought leadership materials, giving lectures at financial industry conferences, pitching to clients, and delivering projects, supporting FIs to stay ahead of the curve with GPT-4 and other LLMs.• Scoped and delivered projects around strategy, organizational design, succession planning, innovation, horizon scanning, technological disruption, change agility, and AI, working directly with client c-suite and board members.• Crafted winning proposals and statements of work, balancing scope and pricing to exceed client expectations.• Championed internal tooling and standardization efforts necessary to scale the business, including L&D, change management, sales pipelines and supporting automation, and a comprehensive service catalog, contributing to smooth integration of new resources and acquisitions.

Large Defense Agency• Modernized logistics, maintenance and supply chain technology strategy for a supply chain 6x larger in dollars than Walmart’s, providing a north star for technology investment decisions and affecting more than 100,000 agency personnel. • Designed framework to enable client leadership to align their innovation ecosystem with their strategic objectives.• Evaluated and prioritized proposals for partnership with academia around AI and AI-enabled capabilities.• Developed internal GTM strategy and marketing materials for new market offering.

Large (500k employees) Federal Independent Agency Client:• Led technical operations and owned client relationships for two RPA (Robotic Process Automation) projects to help the client compensate for a labor shortage by reducing the amount of human time needed for two tedious and labor-intensive processes. • The four automations (two for each process) process thousands of records daily for expected cost savings of more than $1M within two years.• Managed delivery end-to-end – process elicitation and selection, process mapping and requirements, project schedule planning, automation architecture and design, development and testing, user acceptance testing, go live, and stabilization.• Customized automations to seamlessly transition edge cases to humans in real time and provide automated process reporting, providing greater structure to process data and allowing granular analytics.• Transitioned ownership and maintenance of finished automations to client developers through a series of trainings and information sessions.Deloitte Internal Initiatives and Business Development:• Independently designed and developed an automation in UiPath to scrape employment sites (e.g. Clearedjobs, TechExpo, Indeed) for applications matching user-provided criteria to act as a force multiplier for the hiring process for highly specific resources in rapid-response proposals. • Scripted and executed live technical demonstrations of RPA capabilities (“Build-a-Bot Sessions”) for leaders of the Federal Robotics and Cognitive Consortium (FRCC) and other client executives. • Led a small team to develop a tailored proof of concept process automation for a large account team to support business development efforts.• Created a business case through collaboration with Deloitte subject matter experts for a new offering around digital labor in the cloud for the federal space.• Authored content on Deloitte’s approach to RPA project and program management for proposals and white papers.

Midsize Federal Agency Client:• Independently operated hybrid Agile project management workstream, acting as scrum master for design and development tasks, including arranging, grooming, and updating the product backlog, preparing and delivering sprint review demonstrations to clients, and running sprint planning and sprint retrospectives.• Owned and drove requirements workstream: drafted and refined requirements based on client elicitation sessions and collaboration with development and visual design teams.• Scripted and executed Usability Testing with end users and presented distilled insights to leadership for UX team.• Developed key timeline, requirements, and architecture artifacts to drive program level requirements to build-to level through collaboration with Deloitte and client subject matter experts.• Owned and drove production of recurring and ad-hoc executive-level communications, such as briefings on new project scope and direction, IT Executive Status Report, and Integrated Project Roadmap.• Facilitated onboarding of new team members and iteratively adjusted processes to optimize for new team composition.• Shortly after go-live, the project received the most distinguished honor that the client leadership organization can present, indicating a significant contribution to the agency’s mission and long-term success.Deloitte Internal Initiatives and Business Development:• Helped plan and run a lecture and ideation event around the federal future of mobility ecosystem as a means of bringing account leadership together to discuss Deloitte’s role as an advisor and integrator for agencies regulating or impacted by Autonomous Vehicles (AVs). • Primary author of a whitepaper on the NIST guidance on Autonomous Vehicles and the role of key federal agencies in the future of mobility ecosystem.

Led a strategy & market research team within the Halcyon accelerator for M-Size, an early stage mission-driven healthtech startup which is improving obesity care for doctors and patients. • Connected founder to experts in insurance, healthtech entrepreneurship, and pricing via Deloitte network and distilled strategy insights to inform decision making.• Delivered strategic analyses, including market sizing, competitor/adjacent analysis, pricing model research.• Identified and researched new market segment well-suited to early feedback and product refinement.• Worked with founder to refine pitch deck, cash flow analysis, and strategic communications.

Worked through Bunker Labs to provide pro-bono consulting services to Armaments Research Company, a DC-based technology startup developing an integrated device for firearms which allows live reporting of usage, facilitating effectiveness, accountability, and logistics.• Led a small team of consultants perform in depth market research and analysis, including segmentation, market sizing, competitive analysis, channel and procurement cycle research, and pricing sensitivity analysis.• Provided strategic insight to founders around positioning, branding, value proposition, and target market prioritization.• Collaborated with founders to prepare and refine pitch materials tailored to the law enforcement market, contributing to a successful $600k seed round.

• Constructed consumer-facing website from the ground up, ideation through launch, including layout, copy, information architecture, and aesthetic elements. • Collated and analyzed broad macroeconomic data and brand imagery metrics to gain insight into vital sales drivers.• Managed and expanded content of Scotts Lawn & Garden Help Google Plus page.• Directed promotional video editing for new Google Helpouts consumer service platform.

• Worked in a core group to develop the launch strategy and implementation plan for the launch of Fisher’s new brand.• Managed communications, primary research, and data analysis to guide pre-and-post launch branding activity.

• Distilled insights from customer exit survey data to guide strategic decision making around outreach channels.• Designed and pitched idea for a web-based attorney-client Q&A portal to lower barriers to accessing legal services.• Built a template to analyze appointment data and proposed an automated reminder system to reduce the incidence of cancellations and no-shows.

• Built and managed a highly evaluated fencing curriculum for 140 students. Requested to return by program directors.