Leading strategic, transformational change leveraging modern digital, data & analytics capabilities.

Curate Insights is a mission-driven digital, data and analytics enablement firm. Our passion is to partner with clients to:(1) Transform their business to be data-driven through flexible, governed, resilient information supply chain and cloud capabilities(2) Effectively implement and operationalize analytic capabilities to drive a data literate, collaborative, and curious culture that thrives on discovering transformational insightsWe believe that as businesses thrive, so too should their communities. For every project that Curate Insights performs, a portion of our proceeds, time, or expertise are re-invested back into the communities we, and our clients, serve

Advisor to senior business and industry leaders on topics including data & analytics strategy & operations, digital transformation, risk management, business & market development, automation, regulatory compliance, and global operational excellence.

Accountable for managing operations, strategy, innovation, and double-digit growth of EY’s Data and Analytics practice focusing on data governance and data quality. Data Privacy, Enterprise Resiliency, and Enterprise Protection global solution steering committee member, driving $400M+ in FY19 revenue with double-digit growth projections. Client accountabilities included Fortune 500 account management, board / C-suite client relationship development, and sales and execution. Originated or partnered in the sales and delivery of over 15 successful projects and 3 multi-year transformations ranging from $250k to over $100M in revenue.Select Experiences:Top 10 US and Global Bank – Risk & Regulatory Data Transformation – Program ExecutiveAccountable for EY’s support in developing and implementing the client’s multi-year global operational strategy for demonstrating transparency and control of risk and regulatory reporting environment end-to-end (source to report). Over 4 years, the program successfully designed, implemented, and operated a globally distributed capability enabling enhanced risk analytics and regulatory compliance. Global Insurance Company – Enterprise Data Privacy Strategy & Operations – Program ExecutiveOversaw EY’s role in developing the institution’s data privacy strategy and operational framework designed to build and maintain customer trust while meeting regulatory obligations, both global (GDPR) and domestic (CCPA + other states pending). Global Insurance Company – Customer Data Strategy – Project LeadDeveloped the client’s customer data strategy, including people, process, and technology with the goal of aligning front, middle, and back office operations around a single view of the customer. This work was based out of the client’s Mexico City offices.

Senior Manager - Data & Analytics Practice - Financial ServicesBanking & Capital Markets, Asset Management, InsuranceI provided leadership, team building, and operational excellence from strategy to multi-year technology & data transformations and operations. Please see Partner Principal section for more details.

Led programs and projects across multiple industries shaping business and IT strategic vision and delivering the people, process, and technology initiatives required to enable that vision. Originated or partnered in the sales and delivery of over 20 successful projects ranging from $200,000 strategic assessments to $20M+ business and IT transformations.Global Material Science Manufacturer – EU Fiber Optic Supply Chain Reporting – Project Lead Designed, developed, and implemented business intelligence capabilities to support the end-to-end supply chain capabilities for the client’s EMEA operations. Successfully rolled out and operated these capabilities across Europe based out of the client’s Munich, Germany offices.Top 5 US Utility – Finance Transformation – Program Manager / Solution Architect Partnered with senior client executives on a 4-year journey to design and implement a “Finance Hub,” which served enterprise wide as the single point of finance data integration, reporting, and analytics. Overhauled the entire finance function, including the integration of a major acquisition, focusing on operating model refinement, process improvement, and decision support enablement within both IT and the lines of business. Top 10 US and Global Bank – Wholesale Risk Information Strategy – Program ExecutiveDeveloped a 3-year roadmap for addressing key pain points within the Risk Management organization attributable to insufficient information management processes and architecture that was impacting client confidence in data quality and availability.