- Develop and embed optimized product and operations workflows across functions- Partner with product, marketing, technology, and service to develop product roadmap and optimize development sprints- Lead client service strategy and model for customer, vendor, and service provider stakeholders- Identify and prioritize key user insights to shape product and strategy development- Lead B2B marketing strategy and lead identification & development- Improve vendor acquisition, engagement, and success by improving selection criteria and onboarding- Partner with technology to develop AI-driven service support functionalities

- Developed and executed digital transformation strategy impacting high net worth clients worldwide. - Directed concurrent projects with stakeholders & reports across the US and Asia, including Technology, Client Service, Risk, and Operations. Ideated, designed, and secured leadership buy-in and funding for automation and machine learning solution.- Redesigned intake and workflow processes, then led cross-functional team across Technology, Change Management, and Client Service to build and launch automation, AI, and machine learning solution and drive behavior change.- Led global, matrix team across Strategy, Technology, Service, Operations, and Change Management to restructure money movement and account maintenance operating model, improve turn-around time and throughput, increase utilization, and reduce costs.- Redesigned recruiting, assessment, and onboarding program, improving talent pool and accelerating time to operationalization.

Led strategy and transformation engagements for private equity and Fortune 500 technology and services companies. Transformation: Led redesign and implementation of going-forward service delivery model, from intake to delivery, of largest healthcare disability insurer, reducing costs by 25%. Technology XaaS GTM Assessment: – Led assessment of product portfolio, GTM strategy, and competitive positioning of $1B financial services and technology XaaS company targeted for acquisition in private equity M&A transaction – Conducted market assessment and identified opportunities to align XaaS GTM strategy, market positioning, and operating model to growth areas for $8B technology organization

Led multiple M&A projects across Life Sciences, Chemical, Pharmaceutical, and Defense industries. Conducted due diligence, carve-out, and standalone analyses to successfully complete Day 1 Deliverables for regional carve-out of $15B pharma/customer care transaction.

- Co-founded 12-person internal consulting team. Designed and implemented growth and product strategy. Delivered digital, automation, and transformation results. - Automation and Advanced Analytics Product and Change Leader: Engaged with senior leadership and users to identify priorities and pain points, assessed user needs and preferences, identified automation opportunities, designed MVP, and led digital tool development and roll-out, launching new functionalities and automating processes. - Product Development Restructuring: Engaged with senior leadership and users to identify priorities and pain points, evaluated product development operating model and user feedback, and redesigned product development processes to improve product-market fit and reduce tool build timelines.- GTM Strategy: Led market and portfolio assessment to identify revenue opportunities. Partnered with Channel Sales team to reduce coverage gaps and increase partner acquisitions.

Led multiple growth strategy, M&A, and transformation engagements across the Americas, APAC, and Middle East Asset & Wealth Management: Led multiple engagements for #1 Australian Wealth Management firm – Assessed wealth management market in China, identified capabilities required to enter and succeed in market, evaluated existing and planned capabilities of client, and identified gaps and opportunities to optimize entry and operating models – Evaluated economics of domestic, multi-target acquisitions, assessed turnaround and growth plans, and developed Day 1 and end-state organizations and operating models Consumer Product Goods and Media, M&A and Transformation: – Led the post-merger integration of two of the top three personal care companies in Canada: -- Led the redesign and integration of front- and back-office functions, and reduced costs by 15% -- Designed nationwide NewCo retail model, rationalized store footprint, and redesigned store visit procedures to reduce costs by 30%, while increasing account and store coverage by 25% – For the fourth largest quick service restaurant chain in the world: -- Redesigned field organizational structure and delivery model, and designed shared services structure and operating model to drive 15% reduction of baseline costs while improving service delivery -- Restructured back-office organization and delivery model to reduce costs by 30%