Providing strategic technology product and data management consulting across a variety of industries

Currently serving in Client Partner / Engagement Lead roles for clients across a number of industries (Retail, B2B Manufacturing & Distribution, Financial Services). Responsible for data and content strategy leadership across a number of key accounts including Honeywell, Agilent Technologies, Morgan Stanley, Aetna, Resideo, H-E-B and Veritiv.

Mentor for professionals seeking to strengthen skills in software product management.

* Software product strategy and roadmap planning* Team leadership and mentoring* Rollout of Agile product development practices

* Technology strategy and planning for the TPSD program division. Co-chair of org-wide Tech Steering Council, which oversaw all major discretionary tech spending for TFA.* Team leadership and product management mentoring, evolving team roles in alignment with Pragmatic Marketing framework.

Solutions Architecture, Product Development, and Technology StrategyPrimary liaison between Business Technology division and business units across the organization, including Research, Membership, Test Programs, Institutional Sales, and Government Relations.* Manage overall relationship with key leadership in respective business units. Manage demand intake from client units. Help to direct and prioritize annual technology investment plans. Manage annual technology budgets. Serve on corporate portfolio management team to help sequence and prioritize multi-year technology projects.* Responsible for development and delivery of early-stage concept design, including business and technical solutions architecture plans, and sourcing recommendations. Recent projects include a future state integrated CRM solution and roadmap, a roadmap and functional vision for and enterprise identity and access management (IAM) capability, and a strategic market scan and notional roadmap for product and value chain delivery on mobile platforms.

Information Governance, Product Development, and Program Leadership* Chairperson of cross-functional team responsible for development and stewardship of enterprise data governance, standards and business rules and policies. Lead teams that evaluate and develop acquisition strategy for new enterprise data assets.* Defined standards on customer, financial, and geography (market) data defined and adopted across the enterprise. Adoption and implementation of these standards has allowed for data interchange with external customers and partners.* Managed launch of online data collection surveys that drive revenue and research opportunities for key product and test assessment areas. New data exchange partnerships with vendors and partners created (D+B, Experian, Depts. of Ed).

MasterData Management + Data GovernanceLed the implementation and business solutions definition of a multi-year Master Data Management initiative.* Defined vision, value proposition, and business requirements and roadmap for enterprise customer data and master data platforms for test programs (AP, PSAT, SAT) and test item and correlated academic standards.* Defined and executed integration plan for siloed data, resulting in estimated $500k savings in mid-term (3-yr) development efforts and estimated reduction of $1M in licensing / operational costs over a 5-yr period.* Centralized, master data has enabled many new enterprise platform launches (Institutional Ordering, CRM), new product offerings and supported a much improved and seamless end-user / customer experience

Client Challenge (Shepherdson, Stern, and Kaminsky LLC)Rapidly growing multi-channel Advertising and Public Relations Firm required guidance in future direction of IT architecture to facilitate more efficient collaboration with partners and clients.Developed proposal and capital budget for new technology infrastructure. New HW and SW assets resulted in immediate productivity gains and increased collaboration with major clients (Microsoft, Kraft) and partners (CAA).Recruited, assembled and trained new IT staff. Due Diligence and Procurement of all IT outsourcing vendor contracts. Managed all IT budgeting during technology team transition.Client Challenge (Access Group International)Growing educational lending organization to understand challenges in choosing and delivering the "right" projects to advance the mission of the company and increase levels of efficiency / automation to existing process.Developed processes and templates for the implementation of a formal program management office.Conducted training sessions for internal managers, on when and how to best apply project-oriented artifacts such as charters, vision documents, communications plans, risk mitigation plans, etc.Manager - Web and Technology OperationsDirected operations for all telecommunications, network, and IT systems architecture. Ownership of all IT and systems-related budgeting and expenditure planning responsibilities.Increased billable revenue for consulting services by 15% with design and implementation of corporate time and accounting system to more effectively track actual labor against target allocations.Established both physical and electronic security policies and implementation of various IP security initiatives.Reduced total cost of ownership by 50% by implementing rigorous software maintenance program for all laptops

(2 direct reports, 5 indirect reports)Wholesaler looking to expand to new markets, increase usage of systems for order placement and inventory control, and standardize customization of furniture orders and bulk contract purchases. Directed MIS staff at corporate HQ.Led development of product configuration modules that standardized options for customization and bulk contract bundles. This led to an estimated 25% cost-savings in labor to manage custom orders and customer service.Reduced time-to-market for new products by eliminating delays in data throughput (from suppliers) by 50%.Designed rollout strategy for showroom floor POS solution, that allowed for quicker order capture and increased levels of customer satisfaction with reduced lead-time (estimated 15% annual revenue growth).

Previous Work History included positions at MANHATTAN PRIMARY CARE (Mount Sinai Hospital Partnership) as a Systems Analyst and SHEARSON LEHMAN/AMERICAN EXPRESS, as a Business Analyst.