Senior Managing consultant advising Corporate and Private Equity clients on deal execution for Post-Merger Integration & Carve-out transactions as well as downstream Operational Performance Improvement. Select projects include;Client: Founder-led Healthcare Concern• Developed a Strategy & Operations Roadmap highlighting multiple operational & managerial improvements for the founder and controller of a healthcare concern seeking to secure a $25M private equity investmentClient: UK-Based Healthcare Expert Network & Communications Firm • Advised the Global Controller on integration of the finance function across multiple US & UK legacy entities for PE-backed platform company. Supervised mapping of key existing and future-state finance processes, addressed aging receivables, identified execution risks across the integration program & developed a mitigation for $300M in potential US federal regulatory risk associated with the Sunshine Act

Senior Managing consultant advising Corporate and Private Equity clients on deal execution for Post-Merger integration and Carve-out transactions. Select projects include; Client: Leading US-based Cyber-Security Firm• Launched and led the Separation Management Office driving the $1.2B carve out of the products division of a leading cyber-security solutions provider to a private equity buyerClient: Leading Private Equity Firm• Managed a stand-alone cost assessment to inform the acquisition bid to carve-out a US-based advisory firm in the Health & Life Sciences space for a private equity buyerClient: Leading Financial Services and Market Data provider• Advised the CFO and direct reports on development and implementation of a post-merger, business-line focused P&L

Independent consultant advising corporate management, non-profit leadership and supporting academic research. Select projects include:Client: Private Equity-backed 5G Network Services Provider• Served as the US IMO lead for the acquisition integration of a US based cloud-native 5G net ops solutions provider acquired by an EU-based 5G network planning and testing provider seeking to increase market share across the CSP network lifecycleClient: Tech-focused Private Equity Firm• Developed a 100-day integration plan and validated the go-to-market opportunity for a $220M acquisition and merger of two portfolio companies for a middle-market PE firm focused on growth-stage SaaS firmsClient: UN-Sponsored NGO• Co-facilitated an off-site Strategic Planning retreat to redefine the organizational mission, strategy and operating scope for the Executive Board of an NGO supporting multiple HIV-impacted regions across the African continentClient: Fortune-100 Technology Conglomerate• Collaborated with a senior faculty member of the Harvard Business School to assess workforce development and promotion practices for the finance division of a $28B technology concernClient: Big 5 Professional Services Firm• Co-developed a new M&A due diligence methodology designed to assess and highlight critical barriers to strategic and cultural alignment in prospective acquisition targets

Managing consultant advising top-tier clients on Post-Merger Integration, Restructuring and Carve-out transactions. Select projects include;Client: Leading Application Delivery & Web Services Provider• Served as an IMO functional lead driving integration blueprinting & cost synergies in key SG&A functions. Responsible for operating model development, realization of growth synergies and roadmap alignment in Product Development, the key strategic value driver for a $650M acquisition and reverse integrationClient: Top-Tier PEO Services Provider• Advised the CFO, EVP of Integration and Director of Operations to drive rapid realization of headcount synergies, align the new go-to-market strategy to customer facing operations and enable long-term integration planning for subsequent acquisitions in the pipeline

Internal managing consultant, recruited to provide strategic analysis and execution management for multiple enterprise-wide, post-merger strategic projects for the world's largest internet content delivery network. Select projects include; • Provided execution leadership to a $375M acquisiton integration. Drove adoption of a rationalized product suite, implementation of a new Apptus-Salesforce system, a new Marketo lead generation taxonomy and revamped sales support operations to transform the Lead-to-Cash process, drive standardization and COGS transparency• Developed a global support framework to drive transition to future-state processes, defined the End-of-Sale/End-of-Life process and partnered with the Chief Data Strategist to develop a custom tool to forecast downstream financial and customer retention risk(s) by customer tier & buyer persona• Surfaced customer insights to drive formulation of a new go-to-market strategy to increase share of the total addressable market and increase “share of wallet” among existing customers• Mapped the product lifecycle from development to post-sale & service to identify cost drivers & key product differentiators• Proposed and led a post-reorganization operations & governance assessment for Akamai's President and Web Division GM

Managing consultant, recruited to advise top tier Financial Services clients on a range of Strategy, Operations and Organizational Management issues. Held full scope, schedule, budget, staffing and client relationship management responsibility for most engagements. Drove ~$10M in revenue over 3 years via up-sell or new proposals with ~$3M in revenue under management. Select projects include:Client: Fortune 50 US Life Insurer• Established and ran a PMO for the SVP of eCommerce. Drove integrated execution across multiple teams on a $95M digital initiative and aligned the eBusiness PMO’s activities w/ the IMO as part of a $15.5B global post-merger integration. Expanded a 6-week exploratory Statement of Work into a 9-month engagement and over $500K of firm revenueClient: Top-Tier Global Bank & Investment Firm• Restructured the Internal Audit function to drive Day-1 Carve-Out Readiness and enable the spin-off of the $30B US arm of a Euro-zone financial services firm seeking to reduce its global risk posture. Drove ~$3M in add-on revenue and expanded the firm's footprint at the clientClient: Fortune 500 Global Payments/Fintech Company• Developed an Operating Model and new Organization Structure to drive enhanced Operational Excellence for the Cyber Security command center lead of the premier global branded payments processorClient: Fortune 50 US Bank• Developed customer personas and performed competitor analysis to generate consumer insights for the wealth management arm of a $275B US bank seeking to; gain market share in the mass-affluent segment and increase engagement & attachment rates among pre-inheritance millennialsClient: Fortune 50 US Bank • Advised a $1.5T US bank under FRB & OCC consent orders on the development and implementation ofmultiple enterprise-wide operational and systems enhancements to improve servicing of a $600B mortgage loan portfolio

Recruited to serve as a Senior Managing Consultant for a DC-based, technology strategy firm advising senior-level Federal government clients during a new Presidential administration. Select Projects include;Client: US Executive Branch• Led a quick-hit assessment of consumer adoption trends for products and services created by the American Reinvestment and Recovery Act of 2009• Defined key consumer segments, held focus groups to identify gaps in consumer understanding and developed a strategy to increase consumer awareness for the White House Deputy Director for Economic RecoveryClient: US Intelligence Directorate - Transformation Office• Provided strategic analysis and operational support to senior government leadership driving post-9/11 inter-agency Operations Improvement and Enterprise Transformation across the US Intelligence Community• Developed a stakeholder engagement framework to illustrate the value proposition and drive increased buy-in among senior-level intelligence agency stakeholders seeking to gain "decision advantage" and build a more seamless Enterprise Operating Model for the US Intelligence apparatus

Consultant to corporate clients on a range of Strategy, Operations & Organizational Management issues. Select projects include;Client: Fortune 50 US Consumer Health Products company • Led a 15-person team in the development of a post-acquisition/post-ERP Operating Model and rapid transition plan for North American Manufacturing & IT operations at a $63B consumer health products companyClient: Privately Held Global Travel Company• Led the integration of a core business function during the $510M merger of two global travel management firms. Deployed a custom diagnostic to identify enterprise-wide integration "hot-spots" and accelerate realization of core operational synergies. Responsible for the US and Australia/New ZealandClient: Industry Leading US Media & Consumer Data Company• Restructured core IT operations of a leading media & consumer research firm seeking to integrate 14 operating units and realize ~$15M in operational synergies following a private equity buyout and the shift from a holding company to an operating company structure. Developed a shared services operating model and a new governance & decision rights framework to drive operational excellence Fortune 50 Software Development company• Developed a customer engagement and portfolio management model to improve prioritization, enable cost containment and accelerate delivery of the project road map for the Solution Delivery group of an industry-leading software development company

Provided research and analysis support for an Economic Development consultancy founded by HBS strategy professor Michael Porter• Identified best practices in outsourcing of non-critical services for a healthcare system and benchmarks in municipal workforce development infrastructure and prisoner re-entry models for a cross-sector, urban Economic Redevelopment project

Assisted multiple members of the Organization Behavior faculty in research on issues including; ethical decision making, leadership development, and diversity in corporate enterprises.• Co-developed teaching case materials focused on effective Leadership Development models• Developed interview protocols and conducted interviews for the inaugural year of an ongoing longitudinal study commissioned by the Office of the Dean & the HBS Leadership Initiative to surface views on ethical decision-making among MBA students following multiple high-profile incidents of corporate malfeasance (including; Enron & Tyco)• Member of the HBS Leadership Initiative Literature Circle founded by renowned management scholars Warren Bennis and John Kotter