Co-founded a management consulting firm to improve operational performance and increase profitability for clients in many industries: technology, professional services, renewable energy, biotechnology, real estate and climate technology. Outline and implement the strategic vision with company management, translating it into achievable goals and concrete processes. Hold management teams accountable for business priorities, leveraging EOS Traction methodology. Proactively identify and remediate issues for companies.➤ Transform dreams into business reality via strategy and execution. Encourage senior executives to articulate a vision, then develop strategic plans, business playbook and achievable departmental goals/budgets.➤ Deliver data-based insights and recommendations for client companies including as advisor to a fractional CFO/Financial Services firm while establishing robust relationships.Strengths: Strategic Planning – Global Operations Management – Systems Thinking – Client Experience – Metrics – Resource Optimization – Business Development – Business Relationship Management – Accountability – Budgeting – Strategy & Execution – Technology Innovation – Process Improvement – Customer Engagement – Value Proposition – Finance & Operations – Start-Ups – Operational Priorities – Day-to-Day Leadership – Small to Mid-Sized Companies – Business Analysis – EOS Traction Methodology – Analytical Thinking – Revenue Growth – Mergers & Acquisitions –Data-Based Recommendations – Communications – Customer Satisfaction – Cross-Functional Team Leadership –Project Management – KPIs – Goal-Setting – Forecasting – Headcount Planning – Coaching & Mentoring – M&A – Multi-National Companies – Technology – Logistics & Distribution – Real Estate – Excel

Promoted to a key executive role as the company’s first-ever COO, leveraging technology and data-based decisions to increase client retention and generate revenue growth. Built and sustained a high-impact, high-value organization with every team member focused on attaining the CEO’s core vision. Managed a 40-member team with 4 direct reports in an organization with 300 additional independent contractors and affiliate vendors.➤ Initiated and completed the successful acquisition of the company by industry leader Esquire Deposition Solutions, planning and executing the exit strategy in 2021-2022. ➤ Generated 19% revenue growth in the first 2 years by leveraging data-based pricing models, motivating the sales team and setting ambitious sales targets for high-potential clients. ➤ Increased gross profit margin 24.3% in 2 years by introducing robust planning, forecasting, budgeting, business playbook and reporting including KPI dashboards to track progress in real time. ➤ Transformed the quality of senior leadership in months by recruiting two highly qualified new executives – a Chief Revenue Officer (CRO) and a Controller.➤ Leveraged technology to drive data-based decisions while revolutionizing client, employee and contractor experience through proprietary and commercial SaaS software.Strengths: Strategic Planning – Global Operations Management – Systems Thinking – Client Experience – Metrics – Resource Optimization – Business Development – Business Relationship Management – Accountability – Budgeting – Strategy & Execution – Technology Innovation – Process Improvement – Customer Engagement – Value Proposition – Finance & Operations – Start-Ups – Operational Priorities – Day-to-Day Leadership – Small to Mid-Sized Companies – Business Analysis – EOS Traction Methodology – Analytical Thinking – Revenue Growth – Mergers & Acquisitions –Data-Based Recommendations – Communications – Customer Satisfaction – Cross-Functional Team Leadership – M&A

Rapidly promoted to a key role driving strategy and execution based on outstanding performance. Fostered and continuously modeled a success-oriented, accountable environment within the organization with a client-centric corporate culture of learning, development and continuous improvement. ➤ Grew revenue 19.4% in 2018 by defining best practices and improving training. ➤ Launched a new revenue stream delivering $500K per year, further expanding the company’s multinational footprint and enriching relationships with top clients. ➤ Scaled the scheduling department 166%, from 3 employees to 8, to deliver the most responsive and accurate customer service in a highly competitive industry.➤ Increased productivity 122% while nurturing relationships with major clients and hundreds of independent contractors, plus strategic partnerships with regional providers.Strengths: Strategic Planning – Global Operations Management – Systems Thinking – Client Experience – Metrics – Resource Optimization – Business Development – Business Relationship Management – Accountability – Budgeting – Strategy & Execution – Technology Innovation – Process Improvement – Customer Engagement – Value Proposition – Finance & Operations – Start-Ups – Operational Priorities – Day-to-Day Leadership – Small to Mid-Sized Companies – Business Analysis – EOS Traction Methodology – Analytical Thinking – Revenue Growth – Mergers & Acquisitions –Data-Based Recommendations – Communications – Customer Satisfaction – Cross-Functional Team Leadership –Project Management – KPIs – Goal-Setting – Forecasting – Headcount Planning – Coaching & Mentoring – M&A – Multi-National Companies – Technology – Logistics & Distribution – Real Estate – Excel

Rapidly promoted to a key role handling day-to-day operational infrastructure and tactical execution for a small, privately held firm in professional legal services. Increased revenue 35% in 3 years.

Created SOPs and training materials to deliver a higher level of service to clients in initial role.Strengths: Strategic Planning – Global Operations Management – Systems Thinking – Client Experience – Metrics – Resource Optimization – Business Development – Business Relationship Management – Accountability – Budgeting – Strategy & Execution – Technology Innovation – Process Improvement – Customer Engagement – Value Proposition – Finance & Operations – Start-Ups – Operational Priorities – Day-to-Day Leadership – Small to Mid-Sized Companies – Business Analysis – EOS Traction Methodology – Analytical Thinking – Revenue Growth – Mergers & Acquisitions –Data-Based Recommendations – Communications – Customer Satisfaction – Cross-Functional Team Leadership –Project Management – KPIs – Goal-Setting – Forecasting – Headcount Planning – Coaching & Mentoring – M&A – Multi-National Companies – Technology – Logistics & Distribution – Real Estate – Excel

Oversaw cash flow movement for a multiple hedge fund portfolio with $2B assets under management.

In a role reporting to the CFO, provided financial analysis and recommendations for a range of operating companies. ≈≈≈≈≈Foundational experience with Deutsche Asset Management.