Edge is a global managed services provider offering technology advisory and outsourced operations for Asset ManagersPartnered with CEO and held global responsibility for strategy, finance and admin functions includingcapital markets/treasury, risk, legal, insurance, facilities, and HR strategy More than doubled revenue in 4 years (45% of revenue international; 85% ARR) though new products, geographic expansion and increased market share Led divestiture preparation, successful sale and transition of Edge to a private equity controlled strategic acquirer (Court Square/Thrive) Structural transformation of sales and account management teams, instituted disciplined processes andKPIs, launched new products, and updated pricing strategies to drive 15+% revenue growth Led global organizational restructuring to accelerate strategic decisions, ensure a one-Edge customer experience, optimize transfer pricing and realize global efficiencies Designed and executed on a phantom share plan for Edge’s top 20 employees to align incentives and ensure retention of critical personnel Launched global strategic process ensuring that the most impactful opportunities had sufficient funding, project management, success KPIs and executive sponsorship

Project for Citigroup: Executive tasked by Citigroup business CEO on defining strategy for and representing Citi in divestinga multibillion-dollar consumer finance unit in sale to Prive Equity Lead Citi business representative for successful business sale of Fairstone Financial to Varde and JCFlowers; negotiated sell side TSAs Prioritized and drove organic growth initiatives including lending digitization and product expansionto deliver annual income improvement of 20+%Project for CVC Capital Partners: Operational and strategic team member for CVC on buy side operations diligence for successfulacquisition of Republic Finance, a branch-based installment lender

OneMain is a U.S. consumer lender with 1,900 branches nationwide specializing in direct personal and auto loans.CEO report responsible for strategy and digital GTM efforts tasked to lead high value initiativesincluding new products, lending CX, M&A and process optimization Successfully launched new auto refinance lending product to expand balance sheet despite significantinternal Citi headwinds, auto now the cornerstone OM product Launched innovation incubator delivering over 20 new digital services to include prepaid cards, autolending, omni-channel CX delivery, and remote loan closings Business leader for $4B+ sale to Springleaf (Fortress) after extensive dual track (IPO) divestiture process Owned transitional service agreements (TSAs) and post-merger integration of $70MM in annual spendincluding people, sites, vendors, technology and infrastructure to ensure operational standup post sale

Citi Holdings (Citi’s “Bad Bank”) was comprised of over $700B in non-core assets including 35+ operating businesses. CEO report charged with de-risking Citi through asset wind down and divestiture. Built 20 person teamof former top tier consultants to drive success Sold non-core units including CitiFinancial, Smith Barney, Primerica, and regional consumerbanks/credit card portfolios reducing risky assets by $600B in 5 years Developed and executed strategy to operationally separate CitiFinancial ($40B in assets) into threeentities (OneMain, Fairstone, CFS) for distinctive divestiture paths Regularly presented updates on asset/risk reduction to Citigroup’s BoD CH subcommittee, the CBNAboard (Citi’s regulatory bank entity) and the NY Fed

Senior team leader reporting to the global Head of Strategy for Citi’s Global Wealth Management group focused on Smith Barney and The Citi Private Bank.

Direct report to the global Chief Strategy/Ops Officer for Smith Barney and The Citi Private Bank Over $50MM in growth opportunities through cross institutional sales, sector reorganization and M&A

Marakon is a strategy consultancy working exclusively with F200 executive teams to raise the level of strategic ambitionProject Leader (Select Projects): Greenfield $3B commercial aircraft launch strategy to capture aftermarket parts/servicing profit pool Revenue opportunities ($1B+) in delivery route optimization, variable pricing and SKU rationalization Developed, presented two day offsite case study on value creation for the client’s top 400 leaders Data driven strategy to optimize $150mm annual advertising/sponsorship spend with 5%+ revenue lift

Project and Design Manager for a number of new hotel and residential developments in London and New York. Major projects included Canary Riverside Hotel (Four Seasons) and Residential Towers at Canary Wharf, London and the Hotel Sofitel in New York.