Lead client facing teams in developing valuable data-driven business intelligence, detailed comparative analytics, and strategic and tactical insights that give financial services leaders the confidence to make smarter business decisions every day. Provide detailed benchmarking analysis and insights on consumer and small business deposit and lending performance, talent management, marketing spend, and other strategic business areas. Responsible for all aspects of client interactions including Business Development, Client Service and Success, Analytics, Benchmarking, Research, and Marketing.BAI is the leading provider of in-depth comparative data, analytics, and insights to the financial services industry. Passionate about delivering trusted information and powerful tools, BAI provides leaders with the clarity and confidence needed to drive positive change and move the financial services industry forward.

Led a new business team for Qyrus, a platform by Quinnox, to develop and commercialize a codeless, artificial intelligence driven, SaaS test automation platform for digital applications. Substantially improve test coverage and effectiveness for all Web, Mobile, and API applications in addition to testing end-to-end business processes across all three. Established the strategy and drove execution for new client acquisition, onboarding, and relationship expansion as well as the platform development roadmap, capabilities, and features required to successfully win in the market. P&L ownership of the business and the team, responsible for Sales, Marketing, Client Success, and Product Development, accountable for the development and delivery of plans and the achievement of goals.

Led the North American team for a global leader in financial services benchmarking, best practice analysis, and performance improvement consulting. Developed, managed, and expanded relationships with the top 20 US banks and collaborated with Banking Practice leaders to expand the firm's capabilities, expertise, and client impact. Doubled the client base, tripled the number of client studies delivered each year, and increased revenues fourfold over five years.

Developed client relationships and led growth strategy consulting engagements at corporate, business unit, brand and product levels. Created profitable, sustainable, demand-driven growth strategies through consumer segmentation, targeting, value proposition development, product innovation, brand and portfolio strategy. Strong track record of results in Financial Services and Telecommunications.

Led growth strategy consulting engagements at corporate, business unit, brand and product levels in Financial Services and Telecommunications. Created profitable, defensible, demand-driven growth strategies through consumer segmentation, value proposition development and product innovation.

Led the senior management team in developing the corporate strategy, building the strategic and financial plan, and evaluating growth and acquisition opportunities for the entire company. Identified, analyzed, prioritized strategic growth initiatives for the company and drove to go/no go decisions.

Identified and evaluated new growth-oriented investment strategies. Developed trading opportunity screening tools and pricing models. Supported trading desks and managed projects and resource deployment for quantitative research and information technology teams.

Managed consultant and client teams of five to 20 persons. Provided strategic and operational advice to senior management of leading Financial Services firms. Analyzed complex business problems, developed and implemented solutions.

Led consultant and client project teams of five to ten persons. Provided tactical and strategic advice to middle management of Financial Services firms. Developed, designed, and managed implementation of operational solutions.

Performed corporate business unit financial and operational analysis. Developed tactical and strategic solutions for Financial Services firms. Designed implementation plans and led client teams through operation and implementation.

Originated, structured, executed, and syndicated leveraged financing transactions. Led deal teams and negotiated, documented, syndicated and closed transactions raising more than $2B in debt financing. Identified financing transaction opportunities; developed and presented financing proposals to clients.

Evaluated financial and strategic transaction opportunities, including acquisitions, recapitalizations, private equity investments, and debt financings. Performed evaluation analyses using comparable company trading multiples, acquisition multiples, discounted cash flow, and leveraged buyout methods.