-Developed presentations for quarterly Board of Advisors meetings, in partnership with the CEO and CFO, to report on business performance, provide visibility into long range strategic plans and secure budget approval.-Relaunched the Objectives and Key Results practice by developing training materials, partnering with Leadership Team members of each Business Unit to develop metrics and populate a new OKR web-based tool (Viva Goals) and managing the monthly update and reporting process to the Executive Leadership Team.-Spearheaded the refinement of 84.51˚'s enterprise strategy by leading Executive Leadership Team offsite meetings to align on a long-term strategic vision and designed a framework to highlight the connection between short-term goals and long-term aspirations.

-Created and facilitated a long range planning approach that ensured plans for 7 Business Units were externally informed through environmental analysis and internally aligned through reviews with matrixed functional resources.-Implemented a quarterly Business Unit reporting cadence using standardized templates that drove accountability through KPI reviews and promoted cross-functional alignment via initiative delivery roadmaps.-Designed monthly All Company Meeting presentations and coordinated with Executive Leadership Team presenters to highlight key business priorities and associated outcomes required to achieve strategic plans.

Fortune 50 Technology Corporation-Drove the annual strategic planning process, developed an action plan prioritization framework and provided executional support to 6 always-on global marketing campaign leads responsible for an annual spend of $2M.-Optimized the build process, identified content trend insights and developed executive-level performance reports for a monthly customer-facing newsletter with >1M subscribers. -Served as a strategic advisor to executive sponsors of the website and commerce workstreams on a $300M Adobe marketing technology (MarTech) transformation effort. -Identified and prioritized program initiatives with executive sponsors to unlock customer-centric platform capabilities and leverage the MarTech stack as a go-to-market (GTM) differentiator. -Drove program alignment through the development of cross-functional roadmaps highlighting major milestones, dependencies and responsible stakeholders across engineering, marketing, commerce and Adobe teams. Fortune 500 Department Store Retailer-Interviewed 15 social media process stakeholders to understand current-state process execution effectiveness and assess alignment with the overarching marketing strategy to improve brand voice consistency. -Recommended 8 improvement initiatives, including content review process standardization and social listening technology enhancements to decrease regulatory risk and improve the client’s ability to monitor and manage customer complaints at scale.Publicly Traded Regional Bank-Managed the budgeting and billing process for a team of 5 consultants aligned to the customer experience (CX) work stream as part of a $100M digital banking transformation project.-Facilitated 20 2-hour workshops to map desired future state customer scenarios, performance improvement opportunities, technology use cases and organizational change management gaps.

Fortune 500 Financial Services Corporation-Served as the primary client point of contact on the operating model work stream for one-third of the impacted business functions (operations, product development, investment management, distribution and legal) during the carve-out of a $3B annuities business unit. -Facilitated 6 operating model design workshops with VP-level client stakeholders and identified current state stranded costs, process breaks and capabilities gaps, which ultimately informed the recommended interim and future state operating models. -Led 4 workshops between the client and Buyer to operationalize transition service agreement (TSA) elements related to scope of services, timing and service level agreements, which totaled $88M in expected annual fees from the Buyer. Fortune 50 Technology Corporation-Conducted primary and secondary research on commercial Internet of Things platform customers through 30 interviews with client stakeholders, external executive-level subject matter experts and industry reports. -Synthesized raw data from interviews and secondary sources and identified trends related to customer pain points and information needs.-Developed 3 customer journey maps and persona profiles that client marketers used to create customer-specific content to increase commercial Internet of Things platform sales.