Independent consultant combining diverse experience to serve clients with needs large firms can not.Project examples:Designed strategy to integrate five acquisitions into single company; capitalized employee effort to target $1.5 million tax savings (1.2% of revenue)Authored process maps to improve existing processes across an organization making operations more efficient reducing time spent on daily tasks by 22% Identified gaps in product offering enabling competitors to increase margins 33% in underserved locations, recommended entry to take market shareBuilt sales strategy to improve performance and increase year-over-year growth ($2mm target)Engineered process to migrate all client and company data (25,000+ records) into singular CRM platform (Salesforce)

Built with connection in mind, DallasMeetup hosts a quarterly, industry-agnostic mixer for practitioners across a variety of verticals. Founded by former and current leaders of organizations like Dallas Junior Chamber, DFW American Marketing Association, The DEC Network, United Way, Y Combinator, Alliance of Women in Media and Teach for America, DallasMeetup aims to provide a "big tent" approach to networking, focusing on increased connection velocity vs. niche networking special interest groups.

● Generated $187,500 in annual retail sales for sports betting advisory service with daily, weekly, monthly, and season-long subscribers without paid marketing using only social media (Twitter, Instagram, YouTube)● Featured expert on Pregame.com podcast network (8,000 listens per episode, 4 per week) covering soccer, college basketball, and Major League Baseball

Podcast host covering soccer (domestic, continental, international), Major League Baseball (MLB), the National Football League (NFL), College Basketball (NCAAB), and Investments

Built daily risk exposure reports from treasury department data in SQL then reported to Hilltop Securities leadership in Supervision, Securitized Products, Mortgage, Fixed Income, Accounting, and Finance departments to reduce segregated assets for regulatory purposes 34% while satisfying legal requirementsDeveloped processes to assess Hilltop Securities Housing Department portfolio risk in accordance with Market Risk Rule (MRR) Section 203(f) in order to be included within Hilltop Securities General Ledger

Led a team saving 15% ($30 million+) of salaries, wages, and benefits commitments for global property groupDesigned logic to model employee time mathematically by job title to estimate 11% excess employees and determine optimal organizational structure to consolidate positions and generate maximum savingsQuantified the amount of effort spent by employees on essential activities (ranging 75-125% of available time) to interpret under and over-utilized resourcesIdentified 10% of global workforce to be replaced by contractors without sacrificing performanceReduced salaries, wages, and benefits commitments 78% ($9 million) by shifting employees to lower-cost regionsTransitioned 100% of document group’s non-revenue personnel to contract employees saving client $2 millionWrote whitepaper advocating digital process improvement within supply chains via robotic process automation and other advanced analysis techniques to ensure firms are able to address unforeseen scenarios like 150% increases in daily pick-up demand as seen by freight companies during COVID-19

Master of Business Administration, May 2019• Owen Strategy & Consulting Club, Technology Trek, Israel Project• Case Competition Experience: Brand Management (Winner), North Highland, Corporate Finance

Researched a disruptive global innovation to identify key factors affecting future growth of the company’s largest division (20% of $10.5 billion annual revenues)Projected revenues, costs, and profits to demonstrate $108 million impact on future free cash flowsForecasted consumer adoption curves using statistical modeling techniques to estimate only 3.5% product demand in North America and recommended resources to be allocated elsewhere (Asia Pacific, Europe)Re-engineered global supply chain reducing distance 15% to capture additional value in other focus areas

Led a team bringing a mobile application to market in a $32 billion industry serving 59 million global customersDesigned operating model and implemented good ($20)-better ($30)-best ($40) subscription pricing strategy to generate first revenue stream

Incorporated client feedback to develop new products and tailor the company offering to fit client needsAnalyzed execution costs ($16 per trade) and recommended alternative trading partner solution to CEO & CIO

Authored operating procedures approved for a government license worth $500,000 on the open marketCreated and implemented quality controls to remain in compliance with federal regulations and avoid fines ranging from $1-$8 millionIncorporated client feedback to develop new products and tailor the company offering to fit client needs

Managed product to $1.2 million annual revenues via increased market share and automation implementationManaged the firm’s options exercise program for two years with 100% accuracy. Traded multiple asset classes across all United States markets.

Liaised between clients and highly-technical engineering department to ensure swift error diagnosis to protect trading systemServiced 100+ clients in eight countries; improved profit-and-loss metrics via consultative sales process Project coordination and implementation between all departments (i.e. management, engineering, product management/development, sales and marketing) to guarantee prompt, thorough and professional solutions to client needs

• Client-facing sales position fulfilling daily telephone quotas and building external business relationships• Rehabilitated client credit to increase purchasing power by 150% and reduce debt ratios by 15%