Change Agent for Revenue Growth and improved Operational Effectiveness through Evaluation, Planning, and Execution of Strategic OpportunitiesCurrently acting COO HR Tech startup targeting urgent on-demand home &property services.Recent client work:* Architected and built the operations and revenue model for N. America and Middle East expansion of European recycling equipment manufacturer. Created business case for investors/board with corresponding market research.* Interim COO for Fintech stealth startup Personal financial management and transaction aggregation app.. Evolving into machine learning driven tool and B2B provider of aggregate data sets.Past highlights:* Pfizer: Senior advisor and program manager for enterprise organizational and vendor change management. Designed organizational change for marketing operations to establish digital marketing best practices and shift brand marketing to global alignment and scale for cost savings and increased brand awareness. Developed new process and governance operating models through change management and creative agency vendor consolidation with over $100MM in annual savings enterprise-wide and increased sales effectiveness.* Success Academy Charter Schools: Chief of Staff for CIO and program manager for turnaround / restructuring. Managed portfolio across business transformation and digital enablement for organizational redesign and SaaS solutions that rapidly scaled from 9 schools to over 20 in 3 years and projecting to 40 schools within 5 years. Planning, reporting, budgeting, scheduling, and managing staff across client technology and operations.* LightSail: Led strategic and tactical prototype design sessions for new award-winning mobile literacy tool in EdTech.* JMedia Connections: Created pricing models, analytics and reporting for AdTech startup launch and investor materials to inform potential investor due diligence and enable merger into larger Digital media and marketing services group.

Design and deliver new curriculum for graduate students in Operations Management, Quantitative Modeling, and Project Management practice and implications in the digital age. Active member in related communities of practice across the business and technology management forums of practitioners and researchers across the NYU community.

Lead for Healthcare and Education PracticesWP Advisory provides management consulting services to middle-market companies. We are differentiated by our industry and client focus, the significant experience of our team members, and our boutique size. Our core services are focused around M&A and Performance Improvement.• M&A Consulting emphasizing transaction advisory, due diligence, merger integrations, exit readiness, and divestitures• Performance Improvement emphasizing business transformation and change management, financial optimization, process improvement, and interim leadership

Lecturing on Operations Management in the Digital Economy. Collaborating on pioneering World-Class Program Management & Analytics course curriculum.

• Led dedicated team and matrixed colleagues in developing and refining KPIs informing Global Digital efforts at Citibank; defining and refining the end-to-end Global Digital business operating model architecture for improved speed-to-market• Built overall financial transparency, business cases and insights to Global Digital leadership to enable data-driven decisions about critical strategy, program issues, and the digital channel roadmap across 23 consumer markets• Mentored emerging companies in Citi’s startup accelerator portfolio and advising Fintech community involvement• Delivered overall business oversight, business cases and insights to Director and Global Digital leadership to enable data-driven decisions about critical program issues

* Evaluating concepts and feasibility of enterprise-level initiatives for market and risk analysis and the financial ROI* Created scorecards and design of management reports for COO.* Designed and facilitated governance of cross-enterprise investments* Redesigned budgeting and planning process for $1.3B budget within CIO organization* Led assessment of business processes in institutional business for offshore suitability to exploit 80% labor arbitrage.* Managed consolidation and automation of case implementation functions across products & markets for 19.5% ROI.* Analyzed financials and operations of new product launch for mortgage offerings, a potential $122MM opportunity.* Facilitated alliance & change management of strategic staffing with 3rd party staffing partners to reduce spending 80%.* Conducted post-acquisition strategic analysis to prioritize initiatives for international HR reporting and services.

* Produced market & financial analysis of synthesized DNA and proposed new business model to CFO for turnign around $200MM unit.

* Contributed to $650-800MM in savings, leading integration planning & implementation teams of corporate finance transformation and M&A activities, earning the President’s Award for superior individual performance contributing to profitability* Reduced financial reporting cycle times 20% & enhanced analysis capabilities while heading new projects & support of worldwide decision support initiative across BMS Finance organization earning the President's Award again* Conducted project ROI and governance presentations throughout C-suite.