Founded in 1861, The Pingry School is an independent, coeducational, college preparatory day school for students in Kindergarten through Grade 12. Situated on three spacious campuses in Basking Ridge, Short Hills and Pottersville, New Jersey, the school draws over 1,200 students of varied talents and diverse backgrounds from over 100 communities across central New Jersey.• Lead the financial and operational management of a leading K-12 independent school with over 300 full-time employees and 1,200 students.• Directly responsible for the management and success of the finance, investment, operations, facilities, human resources, risk management, legal, technology, auxiliary programs and food services functions, with over $60MM in annual operational spend and over 60 full-time employees

Susana Monaco Inc. is a designer and manufacturer of contemporary women’s apparel. • Analyzed corporate financial results and operations to identify drivers of business performance. • Developed detailed product costing and pricing models to allow company to measure profitability of individual product lines.• Designed comprehensive operating model for the finance department, including scalable accounting and reporting processes and specific job descriptions.

Stylesight.com is a world-leading, software as a service provider of product development information and tools for the global apparel industry. • Lead company to 800% growth in annual sales from $1.6MM to $13MM, and 20 to 120 employees in three years as part of company’s three-person senior leadership team. • Lead successful raise of $16MM Series A venture capital financing from Volition Capital (formerly Fidelity Ventures), including preparation of initial Private Placement Memorandum, investor road show presentations and negotiation of final transaction documents.• Managed all aspects of company’s financial and administrative processes and operations during period of significant corporate growth and expansion. Established scalable business processes and procedures to improve all aspects of company’s cash-flow, financial management and operational performance. • Researched and developed appropriate corporate structures to facilitate international expansion in Europe, Asia-Pacific and Latin America. • Developed and expanded company’s corporate banking and credit relationships including cash management, credit card merchant services, international wire transfers and investments. • Implemented enterprise-level corporate accounting system to facilitate company’s continued growth and efficient operation.• Customized and enhanced company’s implementation of Salesforce.com CRM system to interface directly with company’s accounting system to allow one-step entry of all customer data including orders and payments.• Prepared presentation materials and acted as corporate secretary for meetings of the company’s board of directors. • Negotiated company’s first asset-backed line of credit.

Chief of Staff of newly-created department of 750 FTE responsible for all aspects of the American Express cardmember experience. • Developed team priorities and performance goals in partnership with senior leadership team.• Performed strategic and financial analysis for card acquisition and cardmember satisfaction initiatives. • Managed day-to-day team operations, including budgets and employee development.• Created written and visual communications for Senior Vice President, Customer Service Solutions.

Lead enterprise-wide business relationships between American Express and 10 of its most strategic technology-industry partners.Strategic Business Development• Completed 11 major transactions across multiple business units, generating $30MM+ in revenue.• Identified and developed transformational partnership opportunities between American Express and portfolio companies, each with $MM in potential new revenues for American Express.• Organized and led multi-day, cross-company and cross-business unit senior executive strategy sessions to identify strategic partnership opportunities between American Express and partner companies.Organization Building• Developed operating and management processes to enable rapid growth of team from 4 to 11 members.• Established team education program, improving team’s ability to identify partnership opportunities.• Managed day-to-day people leadership and professional development of 5 team members.

Lead strategic consulting projects delivering impact to senior executives in the consumer finance, banking and insurance industries. Project highlights include:New Business Strategy and Implementation • Consumer Finance: Developed consumer credit market entry strategies for 5 major emerging market economies.• Consumer Finance: Designed new auto-finance receivable servicing business with $18B market potential. • Asset Mgmt.: Developed growth strategy targeting the $1.8T independent financial advisor channel.• Life Insurance: Valued multiple acquisition targets for a $6 billion asset management firm acquisition.Organization Strategy• Wholesale Banking: Analyzed future potential for investment banking services across 20 industry groups. • Wholesale Banking: Created value-based performance management system for a global investment bank. • P&C Insurance: Developed customer segmentation and corporate reorganization plan for global insurance broker.Recruiting & Knowledge Development• Redesigned the efficiency and effectiveness of the firm’s graduate recruiting, generating a 30% cost reduction and highest offer acceptance rate to date.• Analyzed retirement product market. Identified $470B asset opportunity for retail financial institutions.

• Planned and implemented audit and consulting engagements for clients in retail banking, insurance, equipment leasing, and professional services industries, producing over $2 million in annual fees.