Boutique firm focused on driving sustainable, transformational change enabled by experienced practitioners with hands-on approach and proven frameworks that align people, processes and systems to enable aspirational business outcomes. Deep domain expertise across Strategy, Technology, Operations, Lending, Payments, Wealth Management, and Merger & Acquisition planning. Change Catalysts with transformation & delivery experience throughout North America.

Helix Consulting Partners (Helix) specializes in digital transformation through technology solutions across industries. Working with our clients, Helix identifies and implements opportunities to realize the benefits of our clients’ technology investments.

Member, Board of Advisors

I co-founded Mariposa Training, a business providing online training and certification solutions to the long-term care industry. We are a leader in the space, providing simple and affordable solutions for individuals, facilities and corporations.

Served on the iPost Board of Directors before sale of firm in 2011.

Hired by TSG Consumer Partners, a private equity company, to manage eCommerce operations across multiple brands. Largest brand in portfolio was Perricone MD. In this capacity, I had P&L ownership of multi-million dollar eCommerce and direct response marketing businesses – managing database marketing strategies, web advertising, Email Marketing, SEO, SEM, Affiliate Marketing, multiple websites, and expansion of web into global markets. Driving 15% YOY growth in challenging luxury consumer brand market during recession. Responsibilities include:• Devising and implementing website, retention and acquisition strategies for online channels• Rebuilt SEM programs and built SEO and Affiliate programs from scratch• Rebuilt website to reflect premium nature of brand and reduce site operating expense• Launched first in series of international websites• Implemented RFM strategy and customer lifecycle strategy – scoring and targeting offers based on client profile and behavior driving 25% increase in Email ROI during 1st quarter or implementation• Building new web channels and implementing digital content plan – including blogging, tweeting, and leveraging other social tools• Managing nascent direct response marketing programs for new product launches

Through OMN, I provided executive level consulting services from product launch to online marketing to interim executive management. Consulting Roles:-Head of Marketing at MeeVee, Inc (video search and internet TV) - 2008- 2009 (sold in 2009)-Head of Marketing at supply chain software company, sold in 2009

P&L responsibility for all direct marketing channels – web, email, catalog and phone – for one of the fastest growing cosmetic brands in the United States. While there I: -Devised and implemented company’s first internet channel strategy-Achieved monthly YOY revenue and operating profit growth in excess of 40% through implementation of database marketing strategies, search engine optimization, and affiliate marketing-Restructured organization to reflect shift from phone-based to web-based sales and marketing efforts-Engaged in overhaul of site, fulfillment, and customer service through outsourced vendor relationship

As member of Schwab.com Management Team, formulated and managed channel strategies for an eCommerce site with 1.5M Active Households that was responsible for the majority of Schwab client engagements (~15M per month). During this time, drove significant digital transformation efforts within division and across company including introduction of wealth management and advisory services to our online platform and the launch of Schwab Bank.

Lead significant expansion of product set across different areas of Schwab.com, including online money transfer, eSignature, paperless delivery, profile updates, account open, and forms capabilities

Worked in a variety of roles, from strategy to finance to product management in online division. Was promoted twice within 3 year timeframe.

Co-founded and participated in all facets of running self-financed eCommerce/CRM/social networking software company that streamlined paper-intensive process of collecting donations, building lead database, tracking pledge drive success real-time, and connecting supporters online.

Performed complex, quantitative analyses for consulting engagements.