• Appointed to non-political role as a Senior Advisor to the Commissioner of SSA at $14.2B budget organization which has 57K staff, provides insurance for over 182M, and pays out ~$1.5T yearly to 73M beneficiaries.• Spearheaded development and launch of the SSA Action Plan which laid out the effort to transform SSA through implementing 27 initiatives with over 175 sub-initiatives and 1,400 milestones, and which included a public version that was released to the White House, Congress, the press, advocates, and other stakeholders.• Conduct special projects for the Commissioner including but not limited to creating a report on SSA marketing campaigns and completing analyses benchmarking SSA versus the private sector and other governmental entities; serve as Office of the Commissioner representative on a range of technology change efforts such as health information technology (HIT) and multiple initiatives to enhance the disability claims process through digital transformation including the use of artificial intelligence (AI).• Serve as member of the core team for SecurityStat, the Commissioner’s data-driven performance management program.

• Led creation of and contributed to technology, advisory, and management consulting proposals and sales materials; developed staffing and pricing models; pitched to existing and potential clients; served as Northeast Market SLG Technology Co-lead; produced national SLG market penetration and growth opportunity report for leadership; held role as career coach for junior staff.• Designed, implemented, and managed new SLG Northeast business development opportunity prospecting, vetting, and bid submission process helping the practice successfully hit its revenue, profit, and utilization targets.• Held role as SLG representative on cross-company Artificial Intelligence (AI) working group focusing on sales opportunities related to and internal uses cases for large language models (LLMs) and other types of generative as well as non-generative AI; created internal reports and white papers on AI including report on governmental regulations for and use of AI.• Led team of eight as Engagement Director for program focused on providing strategic, project management, and other services to state health client as it enhanced state’s substance use disorder (SUD) system of care. Developed a current state assessment, future state designs, and implementation roadmaps; created and launched a Project Management Office (PMO); monitored and drove implementation activities. Served as subject matter expert (SME) on mentorship project for state court system.

• Led strategy, integration, and growth globally as Executive-level VP at $50M+ revenue market research, technology & data, and consulting services company; reported directly to the global CEO and served on the executive leadership team.• Managed merger and post-merger-integration (PMI) of company in UK and Canada into HarrisX, resulting in a global presence for HarrisX, strengthening capabilities such as qualitative research, and adding new industries of focus such as automotive.• Pitched products and services; managed global pipeline; developed pricing models, proposals, and other sales materials; negotiated contracts; served in account management and client services roles; established partnerships with other holding company entities.• Managed projects including privacy and security research study spanning the US, China, France, Germany, and the UK for a marquee mobile technology company; a 20+ country study of religion and the media for private equity (PE) company and its subsidiary foundation; and brand tracking & health, marketing, and advertising projects for a major healthcare company.

Internal:• Completed special projects including acquisitions working with Capco’s global CEO, COO, and CFO, and US & Canada CEOs.• Developed board presentation for CEO of Fortune 500 payments company.• Served as coach (six mentees), Strategy L&D Head, and Strategy Banking & Payments Leadership Team Member.Engagement Manager – Commercial Bank, Investment Bank, Private Bank, and PE/VC Investment Business Client:• Managed engagement to develop the multi-year global operations and customer service strategic roadmap for the COO and the Head of Global Operations and Servicing, spanning operating & organizational models, technology and process improvements, and recommendations regarding the division of servicing and operations responsibilities across the company.Engagement Manager – Investment Bank Client:• Led team of five during pre-implementation analysis defining a $20M+ technology implementation plan, then project managed implementation of product to realize $40M+ in revenue growth by optimizing firm and customer inventory, funding, and liquidity.• Advised COO of Capital Markets and CIO on critical dependencies for roadmap including data, technology, and process enhancements; roadmap focused on the securities lending front office with plans to expand to other business lines and products.Engagement Manager – Financial Services Technology Client:• Led team of three across B2B/B2C payments & cybersecurity strategy projects. Analyzed competitor offerings and client needs; market sizes, trends, potential revenue and profit margins; and existing products and services spanning two recently merged companies to identify gaps, cross-selling opportunities, options for streamlining products and services, and potential acquisitions.• Developed growth and product strategy identifying promising sub-markets with the potential for $10B yearly client revenue; presented findings to COO, CTO, and Head of Strategy of FinTech company.

Engagement Manager – Commercial Bank, Investment Bank, Private Bank, and PE/VC Investment Business Client:• Managed team of seven on vendor assessment (RFI), operating and organizational model, process improvement, customer service, and FinTech partnership strategy project for Chief Product Officer.• Completed RFI process to procure a new payments and card transactions processor for client’s issuing and acquiring businesses; recommended vendors, implementation options, and plans for $8M+ change effort.• Conducted a holistic examination of cards, banking, and payments client servicing processes, operating & organizational models, and technologies and developed a multi-year strategic roadmap of enhancements with accompanying KPIs/SLAs, to enable embedded finance, payments-as-a-service (PaaS), and banking-as-a-service (BaaS) partnership business models.Project Manager/Workstream Lead – Housing Finance Private Equity Portfolio Company Client:• Served as PM and led team of three on two projects to create a post-merger integration (PMI) cost reduction and reorganization plan for a PE-owned company; identified $41m in run-rate savings resulting in the company going public in a SPAC transaction.• Developed roadmap including migration of roles to a consolidated corporate office and offshore captive, transformation of the shared services IT department to a future state operating and organizational model, implementation of a new shared services governance structure including SLAs and KPIs, and recommendations for enhancing processes and capabilities.

Program Manager – Enterprise Project Management Office (EPMO):• Oversaw four Project Managers and multiple business analysts (BAs) spanning three technology and data projects at $800M+ revenue non-profit company providing healthcare to patients covered by both Medicaid and Medicare.Project Manager (PM) – EPMO:• Built and launched business unit responsible for consolidating, standardizing, and managing cross-organizational policies, processes, and operational tools to better meet both business and regulatory requirements.• Led performance management projects to develop KPIs & metrics and business intelligence & data analytics tools, dashboards, and reports for a large-scale change management initiative spanning new and existing business units.

Enterprise Program Management Office (EPMO) Functional Lead – Health Insurance Marketplace Client:• Led roadmap planning process for multi-hundred-million-dollar digital transformation project to fix software/website used by 1M+ to enroll in insurance and Medicaid and which saved $1B yearly by fixing eligibility determination rules engine; worked with C-suite resources from multiple agencies to define technical, functional, and operational improvements for roadmap.• Served as Functional Lead for 10 major software/website releases, managing 750 action items to completion and providing input into requirements, processes, test cases, UI/UX documentation, and functional/technical specification documents.EPMO Change Management Lead – Health Insurance Marketplace Client:• Analyzed whether software vendors met contractual obligations and negotiated over $8M in contractual changes.

• Led pilot project to establish cross-jurisdictional immunization data hub for federal health technology client.• Developed requirements, processes, and training materials on project to fix federal health insurance marketplace.• Analyzed federal and state policies, regulations, and processes; served as source of truth for requirements; developed staffing model; and authored initial insurer guide on project to implement first health insurance marketplace website for government client.

• Created deliverables such as strategic communications plans, training documents, and research reports for healthcare clients.• Ensured client-ready deliverables as 1 of 2 quality assurance (QA) officers for $52M federal healthcare reform project.• Performed outreach and organized events for clients including large-scale conference and webinars.

• Drafted memos, emails, and talking points for WH officials, including the President and First Lady.• Helped organize and execute events, including the official LA Lakers visit with President Obama.

• Established and managed partnerships at home energy efficiency start-up later sold to Nest (while d/b/a MyEnergy); created marketing plan that increased membership by ~10%.