Jump Associates is the world’s leading independent strategy and innovation firm. We work with the world’s most admired companies to solve their most pressing growth challenges. Over the last twenty-five years, Jump has partnered with companies like Google, Nike, Samsung, Target and Virgin. In a world that’s mired in yesterday’s data, we use a future focused approach to help these organizations grow in times of dramatic change.2018 - Present: Acting CFO2017 - Present: Leadership Team2013 - Present: Director of Strategy2009 - 2013: Strategist• Lead finance on leadership team as acting CFO. Manage annual planning, forecasting, cash flow, operating expenses, budgeting and vendors. Improve profitability and sales effectiveness. Refine metrics, management systems and sales tools.• Lead Jump’s most complex innovation projects. Develop trusted, long-lasting relationships with senior leaders. 70% of projects continued to follow-on phases.• Advise senior leaders on how to make their organizations more customer-centric. Representative clients include Target, FedEx, AT&T, Samsung, P&G, General Services Administration and USDA.• Guide innovation, insights and CX teams to critical insights. Directed 50+ strategy projects. Personally facilitated 500+ hours of customer ethnographic interviews. Managed teams leading 2,000+ more.• Facilitate alignment to build momentum and navigate change. Designed and led 60+ major client work sessions that frequently inspire reactions like “we achieved more today than over the last 9 months.”• Invent new business design methods. Create tools for prototyping new businesses by integrating financial forecasting, human-centered design, facilitation and rapid experiments. Teach Jump’s strategists.

I teach a course called Design Matters to engineers, data scientists and designers as part of Notre Dame’s Silicon Valley program.

The Future Society (2021): Define a value proposition and positioning strategy to focus the non-profit's work in responsible AI & technology ethics.Literacy for Environmental Justice (2018): Create a go-to-market strategy for the Candlestick Point Native Plant Nursery to provide native plants to major redevelopment projects in the SF Bay Area.Stanford ACT Management Board (2017): Advise board's executive committee on how to improve board effectiveness, retention and the value proposition it offers to board members. The Big Lift (2014/15): Assess the potential return on investment (ROI) for the Big Lift - a collective impact organization of 200+ partners led by SVCF, the San Mateo County Office of Education, and the County of San Mateo. The Big Lift's programs aim to close the achievement gap and improve third-grade reading proficiency in San Mateo County. Researched impact of pre-K education programs and built a scenario-based ROI model. Facilitated strategy sessions with Big Lift leaders, the San Mateo County Manager, the President of the County Board of Supervisors and the San Mateo County Superintendent of Schools. Stanford Alumni Consulting Team (2012-2014): Member of ACT Management BoardTMC Working Solutions (2010): Position the microfinance loan fund as a strategic and profitable investment and Working Solutions as an attractive partner for major commercial banks. Developed a positioning and fundraising strategy for partnerships with large and medium sized banks. Interactive Parenting Media (2009): Identify areas for listener and impact growth for the Childhood Matters community radio program, which delivers health care and parenting services from Oakland. Developed a marketing plan and new media strategy for a cross-platform radio show, including wireframes of a new website.

The Stanford Alumni Consulting Team (ACT) is one of the largest providers of pro bono nonprofit consulting in the Bay Area, donating nearly $3 million in services each year to social benefit organizations. We work with Boards, Executive Directors, and staff on issues of strategic planning, marketing, earned revenue, financial sustainability and organizational growth.Unlike traditional non-profit boards, the Management Board at ACT has both strategic oversight and operational responsibilities. My operational focus includes prototyping and building new program offerings for ACT.

At DoubleGDP, we're building an end-to-end software platform for new cities and large-scale real estate developments in emerging markets. Our software helps residents to invest in their homes and community, feel more secure, and better access community services. We assist property developers with the full sales, marketing and customer support cycle required to grow population—from interest and purchase through construction and move-in. DoubleGDP's platform and residential growth programming is in active use by a new city outside Lusaka, Zambia to engage with more than 2,000 people each week. Our team is fast-growing and based across Lusaka, Lagos, Nairobi, India and the US. We're backed by a visionary tech founder who built and scaled the world's largest remote-only company. Here's our website to learn more: http://www.doublegdp.com. • Setup and incorporate the startup as its first team member. Engage initial customer as a co-design partner. Refine the vision, value proposition and pitch. Define the brand, purpose and culture with a focus on transparency, iteration and results. Recruit the CEO.• Partner with CEO to envision, design and launch the platform. Lead in-home ethnographic research study of "pioneering residents" of new cities in Zambia. Roll-out platform on-the-ground in Lusaka alongside product and engineering. Interview stakeholders, facilitate co-designs and refine features to drive adoption.• Plan company's strategy as member of 4-person leadership team. Establish partnerships function to assess product-market fit. Set a collaborative design approach to build strategic relationships through interviews, rapid design mock-ups, ROI modeling and MOU agreements. Engage a customer and strategic advisory council. Bring onboard a dedicated partnerships lead and coach him to success.• DoubleGDP achieved 10 consecutive months of 10% WoW growth and scaled globally to 15 team members.

fuseproject is an award-winning product design and branding studio based in San Francisco. With successes like the Jawbone bluetooth headset and the One Laptop Per Child low-cost laptops, it focuses on establishing new markets and disrupting old ones.The design strategy team works to communicate narratives and messages through an integrated product and brand experience. Specifically, design strategy explores trends in product markets, lifestyles, and customer needs to richly inform the creative direction of product and brand development.

• Designed method to prototype how creative and operational decisions affect growth and profitability. Analyzed costs and staffing for feature films and animated shorts. Built forecast model for the studio.• Presented case for growth to the President, VP Production and SVP Finance. Findings were shared with executives including Steve Jobs. Ed Catmull highlighted lessons learned in best-selling Creativity, Inc. • Defined learning and development strategies for top creative talent as member of “hiring task force.”

Global Immersion Experience consulting project at GM's Asian Pacific headquarters. Interviewed leaders from GM's Australia, China, India, Korea and Thailand operations, assessed how employees' needs varied across countries, and recommended clear value propositions for GM to offer employees to enrich careers, compete for talent, and manage cultural differences.

First Annapolis is the largest consultancy focused on payments and financial services, with deep expertise in both strategy and M&A services. Representative clients for my projects included most of the top 10 global banks, leading card technology companies, payment networks, and several global retailer, automobile, and petroleum companies.Helped banks and retailers adopt new financial technologies and create co-branding partnerships. Supervised analysts conducting research and financial analysis, determined the most effective strategies for negotiating pricing terms and evaluating alternatives, and participated in those negotiations alongside our clients and others from the firm.Frequently advised clients considering new products or new markets. Applied a range of idea generation, market evaluation, surveys, rigorous financial analysis, conceptual modeling, and risk assessment techniques to help clients determine which products might offer the greatest opportunity for success. On the execution side, facilitated a range of buy/build/partner analyses, valuation and financial modeling, due diligence support and implementation planning to help bring strategy into action.