Consult as part of Gartner's High Tech & Telecom Providers industry.

Consult as part of IBM’s Global Business Services Division, leading teams of up to six on components of large strategy and transformation, public sector, and finance and risk consulting engagements designed to help client institutions enhance time, efficiency, and cost. Major projects and initiatives to date span risk management (ERM), financial management system implementation, organizational readiness, and revenue forecasting.

Consulted for FedEx in Dubai, UAE on ground shipping strategy development for Middle East region (Spring 2007).

Interned with Gap Inc. at Banana Republic, conducting and presenting competitive market share analyses. Recommendations accepted by Vice President of Strategy, and implemented across all Banana Republic, Gap, and Old Navy stores worldwide.

Part of 5-member team developing economic, financial, and industry underwriting materials and analyses on multi-billion dollar client loan portfolio of North American natural resources, building products, and metals / mining companies for the country’s fourth largest diversified financial products and services firm. Efforts maximized Wachovia’s transaction readiness and achieved client preference as lead bank for refinancing and continued business. Key activities included due diligence on new bank deals; credit research for large corporate clients and research / analyses for investment opportunities; and financial modeling, forecasting, and risk-return valuation modeling to identify and analyze profitability metrics used by prospects and new banking clients.ALL POSITIONS at WACHOVIA:Senior Financial Analyst, Credit Research (1/02-8/04)Financial Analyst (1/00-1/02)

Held Series 7 and 63 Licenses.