I guide clients through a comprehensive journey, from initial consultations to immersive workshops, all designed to empower their employees with the ability to think strategically and apply key concepts and tools essential for effective business leadership. Drawing upon my extensive experience as both a seasoned practitioner and educator, I specialize in crafting impactful instructional content and providing expert guidance, delivering dynamic learning experiences that consistently surpass client expectations, whether in-person or through online platforms. My engagement extends to top-tier executives, directors, and C-suite leaders, where I excel in articulating complex ideas and insights through a blend of incisive business analysis, thoughtful discussions, and engaging experiential learning activities, all focused on cultivating innovation, design-thinking, critical analysis, strategic acumen, and adept project management. Some of the topics that I cover are Managing Up, Executive Presence, Strategy, Leading Organizational Change, Leading Leaders, and Leadership Perspectives.

My research focuses on understanding and providing insights into the complexity of the innovation system, specifically in service design and service innovation. I explore how factors at the organizational level can facilitate stewardship and, consequently, enhance service innovation capabilities. Currently, there is limited research on antecedents of service innovation, such as leadership behaviors and firm capabilities. To address this gap, my research in stewardship examines how organizations can enhance their design by explaining uncertainties in task execution during innovation delivery. My findings support the hypothesis that organizations benefiting from stewardship can improve their performance and enhance the quality of life for their employees. As a Design and Innovation Fellow, I contribute and continue to research in the field of service design and service dominant-logic to continually seek to increase the impact on cross disciplinary activities related to its key research areas in Design, Sustainability, and Complex Systems in accordance with mission Case Western Reserve University's The Weatherhead School of Management and the Department of Design and Innovation mission.

As a key member of the Executive Leadership Team (ELT), led comprehensive organizational transformation strategies, including "Enterprise Transformation" and "Agile Transformation." Blended strategic foresight, leadership, and operational acumen to drive toward sustained success. Operationalized strategies to enhance operational systems' effectiveness and efficiency to benefit clients, the field force, employees, and the company overall. Devised strategic pathways and roadmaps to challenge the current state, and execute plans to realize the vision of the future enterprise.

In partnership with the U.S. Treasury, The Bureau of Fiscal Service, and the Internal Revenue Service (IRS), I led the transformation and strategy of multidisciplinary teams to provide business, product, technical, and operational capabilities in the area of strategic management, performance management, business process engineering and human capital development for transforming tax collections. As a thought leader and trusted advisor to The Bureau of Fiscal Service and IRS sponsors, I led a team as an agile SAfe startup to engage in modernization and transformation activities, spanning people, processes, technology and data. To ensure alignment and prioritization, I designed, facilitated, provided strategic planning, strategic guidance, and obtained support and acceptance of the following:• Defined vision, mission and business goals.• Developed enterprise performance management & measurement plans that increase sponsor effectiveness in achieving mission outcomes.• Collaboration with sponsors to develop and deploy transformational capabilities that improve efficiency in approach to modernization strategies.• Supported sponsor’s ability to adapt and innovate in the face of emerging threat and opportunity to transformation.• Positioned human capital organizations to meet the needs of the transformed organization.• Designed an organizational structure to support transformation such as an agile transformation product office using the scaled agile framework (SAfe).

As the Chief Product Officer, I played a pivotal role in developing and executing eCommerce strategic initiatives, shaping the vision and strategy of the Product, Innovation, Strategy, and Project Management department, and overseeing the transformation of strategic, project, and product ideas into actionable plans, considering financial, market trends, and business objectives in collaboration with the U.S. Treasury's Bureau of the Fiscal Service. This involved setting clear strategic goals for eCommerce strategic initiatives and innovation benefiting both the Bank and the U.S. Treasury, resulting in valuable outcomes for stakeholders.As a strategic leader, I evangelized agile transformation to systematically improve people and processes across the organization such as championing the implementation of innovative ideas to enhance overall performance such as the customer experience/user experience (CX/UX) lab. I collaborated closely with key stakeholders and leaders from operations, finance, and technology to enhance agile, product, data, program management, and portfolio management practices, including dashboards, communication, risk & issue management, resource and financial management, business case intake, and change management.

In the role of Head of Enterprise Program Management and Strategic Initiatives, I led the development and execution of a highly reliable team while serving as a strategic partner to executive teams. I worked to provide high-level business leadership, consultative support, and established processes and programs to ensure the successful execution of critical initiatives. This included HR and Finance strategic initiatives to migration platforms like SalesForce, Workday, and Oracle/PeopleSoft, incorporating cultural change management and organizational design. Additionally, I played a pivotal role in driving the organization's adoption of an agile delivery framework where appropriate.In close collaboration with leaders throughout the enterprise, I allocated resources based on strategic priorities using a shared service model. I offered guidance on setting and implementing standards for monitoring, tracking, and reporting, and I made recommendations to optimize how the organization invested its resources. I also engaged regularly with internal customers to establish and achieve organizational goals and objectives, taking action to correct variances. Additionally, I oversaw the firm's Technology Performance reporting and the assembly of Departmental KPIs.In partnership with the data science team, I helped identify products to develop, areas to improve, data to leverage, and business metrics to analyze. I served as a trusted advisor in new product development, collaborating with the data science team to design and build analytical products spanning the continuum of descriptive, predictive, prescriptive, simulation, and optimization techniques.

As the Head of Enterprise Program Management and New Product Development, my role involved leading and managing the program and new product portfolio on a global scale to support the firm's strategic growth initiatives. This included overseeing new product planning, innovation, and development across our various businesses, as well as integrating acquired companies into our operations. I also established a new Program Management Office (PMO) dedicated to new product development and management and acquisition integration worldwide. This PMO was responsible for defining and maintaining a company-wide program and new product roadmap and resource allocation plans to ensure transparent and efficient new product development processes. As a strategic partner to executive teams, the PMO ensured the successful execution of new product development, M&A due diligence, and global integration efforts by providing business leadership, agile development, consultative support, and establishing necessary processes and programs. Moreover, I focused on building and nurturing a high-performing, inclusive, and diverse team through effective onboarding, ongoing training, and fostering a strong team culture.Additionally, I played a pivotal role in defining and implementing the go-to-market (GTM) strategy framework and governance structure for our new products. This involved setting guidelines throughout the phased new product development process for sales territories, pricing structures, legal compliance, data protection, data privacy, product marketing, and customer support to ensure successful product launches.

In my role as Vice President of Product Strategy and Strategic Solutions, I led product strategy and strategic solutions, focusing primarily on project-focused training and services. My leadership spanned areas such as pre-sales, branding, product marketing, and management strategies, which led to the continued successful global expansion in multiple countries, including Japan, China, Singapore, Brazil, Poland, South Korea, and Australia. I also played a pivotal role in driving impactful global product strategy and innovation initiatives, ultimately enhancing brand recognition in emerging training products like Agile and Business Analysis.Two notable achievements include overseeing product management activities for a new core curriculum product suite in business analysis and successfully acquiring a new core curriculum in Agile. These accomplishments earned us two ASTD (now ATD) Excellence in Practice Awards. My expertise in relationship building, stakeholder management, facilitation, and leadership ensured the successful development and delivery of these major curricula. I also championed product management processes, earning trusted adviser status among executives, particularly in the realms of project management, business analysis, and agile.Within the consulting services for strategic solutions, I provided valuable offerings such as PMO development, methodologies, PM maturity models, and project planning workshops across various industries, including financial services, healthcare, insurance, government, oil & gas, food packaging, pharmaceuticals, and technology. Furthermore, I offered pre-sales support, designed effective learning solutions, authored white papers, presented at industry conferences such as the Project Management Institute (PMI) and the International Institute for Business Analysis (IIBA), and served as the media spokesperson for Agile and Business Analysis products, contributing to our targeted global revenue goals.