• Real Estate: Advised family office by evaluating PropTech solutions, estimating retrofit project cost savings > 30%, formulating an RFP, prequalifying vendors, and reporting on technology trends.• Private Equity: Assisted independent sponsors & startups with capital formation, strategy, due diligence, and investor relations.• Web Marketing: Revamped customer acquisition with SEO optimization, email marketing, online ads, and funnel analytics.• Business Development: Opened doors for Israeli startups to reap economic development incentives & partnership opportunities. ManufacturerPMO transformation project introducing new digital assets and benchmarking performance at a Fortune 500 manufacturing company. • Created PMO center of excellence by sharing best practices and adopting common software platform.• Organized multidisciplinary PMO council to benchmark KPIs and build global project management curriculum.• Outlined capital allocation process management system to optimize $200MM annual capital expenditures.• Customized Project Web App with SharePoint, JavaScript, and ODBC queries and prepared migration to cloud. Digital Health Startup Responsible for managing several teams; creating tools, quality assurance criteria, and SOPs; SDLC management; resource management of professional services; and managing change.• Transformed cost center into professional services profit center by addressing SOW misalignments, reducing rework 90%, lowering headcount 15%, initiating an employee training program, and growing billable hours 25%.• Translated gaps into user stories and coordinated development priorities with other product managers.• Leveraged Lean Six Sigma toolbox for kaizen, process mapping, root cause analysis, and value stream analysis.• Firefought software bug crisis that affected 80% of customers simultaneously with agile scrums and hotfixes.• Overhauled systems to incorporate ICD-10 and assembled rapid response team to repair PII security holes.

Mission: taking Express Kitchens to the next level so we can keep growing, growing, growing!Vision: creating the best experience for buying a kitchen across all verticalsValues: remember our roots (stay humble, stay scrappy); fairness in all our dealings (vendors, employees); and always honor who puts food on our tables (customers)

Supported global sales transformation efforts through strategic planning and resource management.• Synthesized business architecture requirements into IT roadmap and budget business cases.• Identified over $10 billion of untargeted IT Spend and proposed new strategic marketing approach.• Spearheaded APQC benchmarking to improve performance metric measurement and sales force effectiveness.• Managed customer experience and six sigma quality improvement work streams.• Participated in Top Gun program and HP innovation communities.

Researched new markets, created business models, and wrote business plans for stranded IP.

Formulated product launch strategy and assumed responsibility for finance, operations, and business development.• Strategized and executed marketing plan to develop brand image and achieve national distribution.• Sourced a manufacturing partner and integrated supply chain through EDI.• Implemented accounting software and cash management frameworks.• Constructed investor pitch deck and presented at Expo East conference.• Maintained corporate records and tax/regulatory compliance; registered trademarks with USPTO.

FINRA registered securities salesperson.

Advisor for startup acquired by Snap, Inc.

Founded project management office focused on process improvement, audit response, and software deployment.• Created procedures for evaluating, scoping, prioritizing, budgeting, and executing projects.• Supervised €30 MM annual budgeting process and monthly operational expense reporting for the Americas.• Managed relationships with software providers, consulting firms, and potential vendors.• Led cross-functional team in acquisition of $750 MM commercial real estate loan portfolio.• Hired and managed team for yearlong implementation of front office process management software.• Implemented Concur Solutions software and developed management reports in IBM Cognos BI package.• Engineered system integration with Sungard SaaS for new Fixed Income line of business.• Audited customer onboarding process and designed compliance process management software adopted worldwide.• Quarterbacked software development team utilizing agile programming methodology.Worked for head of the Americas division in seeking new business opportunities and driving efficiencies of scale. • Helped organize weeklong leadership conference for Latin American executives.• Researched retail banking acquisition targets and built valuation spreadsheet with external data provider links.• Presented 70-page report on consolidation of Latin American call centers.Data Warehouse Architect• Architected and developed a first and second order equity derivatives database to provide traders with synthetic realtime positions from Murex scenario batch analyses.

Met with military, NGO’s, and entrepreneurs to promote “buy local” campaign. • Built CRM and Yellow Pages MySQL database under tight deadline and challenging conditions.

• Orchestrated web 2.0 promotion to acquire physician customers; innovative design came in 80% under budget.• Studied healthcare industry and target users to draft website requirements for software engineering team.

Administered $1 BB portfolio. Reported market risks to executive team and scrutinized complex transactions.• Produced over 200 daily pivot table reports, integrating query results from SQL Server and Oracle databases.• Worked with IT to design data warehouse architecture, integration with Allegro software, and Crystal Reports.• Crafted risk policy framework for hedge timing with longitudinal spreadsheet model of customer acquisitions.• Anticipated promotion; hired successor and mentored him into management position.• Signed off on $250 MM acquisition that transformed startup into #3 Texas electricity provider.Risk Management Consultant in Windsor, UK• Created trinomial option model with Excel add-in for IAS 39 reporting of ₤4 BB natural gas assets.• Collaborated with independent auditors and inter-departmental team to test and deploy valuation model.• Integrated results with SAP accounting module and drafted technical documentation.

Monitored wholesale prices, updated Monte Carlo variables in pricing models, and led team of junior analysts.• Grew revenues in large C&I customer segment $150 MM by optimizing pricing algorithms.• Participated in customer calls with salespeople and presented pricing proposals.• Received Innovation Award for automating processes with Excel VBA and increasing department throughput 3x.• Conducted systems integration testing and represented pricing department at Seibel and SAP steering committee.