Boutique consulting built on the concept of combining Strategic thinking with data to deliver successful execution. Our data-centric methodology ensures our engagements consider a holistic view of a client's enterprise. Our collaborative approach goes beyond advisory services to include implementation of the most elegant solution for your business. Data, whether new or ready to be mined, is central to our process. It is this intersection of art and science that drives the end result to improve your profitability, reduce costs, and enable growth.Strategic Planning | M&A Integration | Operations Optimization

Managing Director, Chief Administrative Officer, Commercial Finance (2015 – 2018)Director, Chief Administrative Officer, Commercial Finance (2010 – 2015)Vice President, Sales & Marketing (2006 – 2010)> Managed front-end business operations of a 250-person organization and designed and managed the Bank's Salesforce.com platform, technical team and associated offshore resources. > Partnered with business leaders and industry experts to develop strategies, design executable strategic frameworks, establish KPIs, track progress, and analyze results for $10 billion business. > Directed all aspects of program management business operations, including process mapping, requirements definition, and implementation. > Led post-acquisition integration of $500 million, 300-person technology-based small business lending company, including management of 13 functional workstreams. Controlled project within $550,000 budget.> Directed integration of commercial finance and corporate banking businesses as part of $3.4 billion bank acquisition and coordinated integration of 5 businesses.> Designed and initiated Strategic Account Management program for a Private Equity Sponsor Finance business, enabling identification of top accounts, and developed an original stratification thesis to catalyze growth by focusing effort on higher opportunity, more strategic clients.> Proposed expansion into 6 new industry segments using loan market analysis and competitive benchmarking, resulting in a focus on profitable new Commercial & Industrial segments.

> Directed development of functional requirements for Salesforce.com implementation, consulting to sales teams across 23 business units within large commercial and consumer finance companies.> Managed development and delivery of business solutions for Fortune 500 commercial equipment leasing and banking clients. > Assessed management analytic tools and created reporting requirements associated with an Oracle Lease Management implementation for Caterpillar Finance.> Created ROI model of deal management system to promote company’s marketing efforts and estimate the value generation of process and system improvement for credit underwriting.

> Managed part of $2.3 billion international portfolio of commercial equipment and executive aircraft. > Facilitated closing of $65 million of business (2003) by analyzing transactions to determine financial, quantitative, and qualitative success factors, and advised senior management for acceptability of proposals.> Originated sales and negotiated lease renewals of off-lease equipment, producing $400,000+ in 2003.> Cultivated extensive network of equipment vendors, appraisers, and dealers providing quick access to secondary market insight and trading activity.> Directed recovery and liquidation of capital equipment from defaulted transactions to minimize losses. > Led financial valuation and due diligence of start-up airline ground support business. > Negotiated lease and loan agreements with customers and designed creative approaches to structuring and closing complex asset-based transactions.

> Managed commercial airplane programs through certification process with FAA and foreign authorities.> Delivered efficient and creative airplane and avionics designs. > Directed process resulting in certification of 3-year $650 million airplane modification program.