Strategy and technology consulting. Designing solutions (strategic planning, product management and customer experience design) and leading transformations (portfolio management and program/project management).Highlights:+ Led customer-facing business, technology strategy and execution for three CO-OP Health Insurance startups with $340M seed capital, leading to 200K+ enrolled members in 9 months+ Designed and implemented customer service experience to integrate 12+ outsourced call centers with 10K+ customer inquiries per day+ Developed pricing strategy for Haiku learning management system to increase revenues and improve market position by conducting a competition and market assessment, and developing a dynamic pricing model+ Created business cases for social ventures: Music Has No Enemies, a startup of Grammy Award winning artists, seeking to raise capital; and, Lilian Chueng, author of Savor and Harvard Public Health Professor

+ Launched and oversaw health insurance carrier apps, including mobile shopping, provider search, member portal and marketing site+ Led design to launch of carrier-branded mobile shopping tool, supporting to 45,000 enrolled members+ Led from conception to release provider search and other member tools, improving customer experience for 60,000 members+ Managed product roadmap and development for customer experience and analytics product suite, developing IA/UX, requirements; and, leading design and development, testing and release cycles

Joined CFY as the Director of Product Management after doing pro bono consulting work to develop their web strategy. Highlights:- Led the design, development, deployment and ongoing improvements of the award winning educational platform, PowerMyLearning.com−Managed portfolio of products and led ongoing innovation and improvements for complex data systems, digital learning solutions, and comprehensive training curricula- Hired, mentored and led CFY's product team to conduct customer-driven product discoveries, pilots, development and rollouts- Led CFY in developing its strategic direction and priorities for its core products (Digital Learning Program and PowerMyLearning.com)

Led projects from strategy to execution across numerous industries and supported the sales of $7M of projects. Highlights:- Developed NYC digital inclusion program that led to $40M in ARRA stimulus funding to improve broadband accessibility in public housing, libraries and senior centers for 40,000 new users weekly, and provide computers, software, Internet access, and training for over 45,000 low-income middle- and high-school students- Conducted an customer experience design current-state and future-state assessment and recommendations for a $4B public housing organization, redefining in-person, on-the-phone, and web-based services- Turned around three-year delayed implementation of a $60M student information system, moving 600 schools, 20K teachers and 400K students to a web-based system- Created innovative business practices (i.e. social media, co-creation and collective intelligence) to establish winning Web 2.0 and mobility strategy for a $14B consumer product goods company

Joined Infineon to design and facilitate strategy workshops with C-Level executives among other market and product portfolio forecasting. Some highlights:Highlights:- Designed, facilitated and coordinated strategy workshops used to create the business strategy for the $250M business unit- Conducted in-depth market and strategic analyses for $10M-$30M sales portfolios

Joined Roundview Capital, a $150M+ private investment management firm, as an Investment Analyst to develop and present comprehensive strategic analyses and financial models for a variety of industries and companies including cable/satellite, telecom, airline, energy, education, and banking.