As a coach and consultant with a focus on career, life, health/wellness, recovery, and business strategy, I also blend my expertise in retreat management and facilitation to foster comprehensive personal growth and meaningful relationships. My experience spans Fortune 50 companies, tech startups, and nonprofits, enriched by personal challenges, equipping me to guide clients across various fields with a holistic, transformative approach.Adhering to "Radiance and Resilience," I empower clients to remain present and authentic, navigating career changes, overcoming burnout, or pursuing purposeful work with clarity and determination. My services are tailored to individual needs, offering: - Personalized Coaching: Focused on career, life, health/wellness, and recovery, driving personal and professional development. - Retreat Management & Facilitation: Crafting immersive experiences for deep reflection, learning, and transformation. - Strategic Consulting: For diverse clients, from major corporations to emerging startups and nonprofits, ensuring versatile support.I'm dedicated to translating your aspirations into actionable plans, promoting a journey enriched with growth and success. Let's partner to navigate your path to fulfillment and impact.“Let’s Rise and Get to Work!™"

As a strategic leader in BTS (Business Technology Systems) initiatives, I developed and championed a robust planning and reporting framework that secured full adoption by corporate stakeholders and was designed to be scalable through FY 2025. I led the quarterly product planning process end-to-end, working closely with BTS product teams to prioritize objectives, define key deliverables, and produce precise costing estimates, ensuring strategic goals were met with maximum efficiency.I spearheaded capacity planning efforts across all BTS initiatives, proactively identifying resource gaps, mitigating risks, and resolving cross-dependencies to ensure seamless execution. I drove teams to be fully 'ready for development' in each cycle, maintaining a relentless focus on quality, timeliness, and impact.In addition to managing the creation and ongoing maintenance of critical planning artifacts, I provided clear, actionable progress reports to stakeholders throughout both planning and delivery phases. I consistently raised risks and issues early, and led the development of innovative mitigation strategies to keep initiatives on track and aligned with organizational goals.Collaborating closely with PMOs across Banking and M&A, I ensured cross-functional alignment and transparent reporting. By continuously gathering feedback after each cycle, I refined and optimized the planning and delivery processes, driving operational excellence and achieving greater business impact with each iteration.

As the Senior PMO Manager of the Private Wealth Management PMO at First Republic Bank, I established and managed a highly effective PMO, rolling up to the Executive PMO (EPMO). My tenure was characterized by substantial achievements in operational efficiency, technology enhancement, and strategic project management. Key accomplishments include:Framework Development & Standardization: Led the creation and standardization of planning and reporting frameworks across 4 lines of business (LOBs), fostering stakeholder buy-in and continuous improvement through active feedback integration.Agile Leadership & Roadmap Management: Directed a team of 9 product/project managers, adopting Agile methodologies to revitalize the organization's product and project initiative (PIDs) roadmap, thereby accelerating production and GTM strategies.Strategic Reviews & Risk Management: Executed Quarterly Business Reviews (QBRs), initiated retrospectives, and managed external consultants, focusing on risk mitigation to protect project outcomes against market uncertainties.Technology Platform Enhancement: Enhanced key technology platforms, including Salesforce, by collaborating with internal stakeholders and vendors to improve user engagement and tool capabilities, aligning with business and client needs.Portfolio & Financial Management: Oversaw a $25M portfolio of projects and programs, delivering accurate reporting on metrics, schedules, risks, and mitigation plans to stakeholders and the EPMO.Process Optimization & Project Roadmap: Implemented new processes by leveraging feedback, lessons learned, and best practices, contributing to the PMO's adaptability and innovation.Team Leadership & Framework Implementation: Managed a team of 5 PWC consultants, implementing a quarterly planning framework across 10 business units and leading all backlog grooming efforts and retrospectives

I managed a high visibility project designed to identify data and cyber security breaches across all streaming lines of business, effectively mitigating over $20M in annual revenue loss. My leadership in developing and implementing a defined solution-based repeatable process that was instrumental in safeguarding critical assets and ensuring operational integrity.Key Contributions:Breach Identification & Revenue Protection: Directed a comprehensive program that identified significant data breaches, preventing annual revenue losses exceeding $20M across 7 lines of business.Innovative Reporting Solutions: Created reporting frameworks and dashboards to monitor and report real and potential breaches. This initiative facilitated effective communication with internal teams and major cloud-based vendors, including AWS, GCP, and Azure.Team Leadership & Technical Oversight: Managed a dedicated team of 3 engineers, overseeing SAST/DAST scans, velocity testing, resolution management, and data risk analysis. My leadership ensured the team remained focused on our critical objectives, driving the program towards it's successful conclusion. Agile Project Management: Led all scrum/standup meetings, management status updates, and monthly executive debriefs, ensuring all stakeholders were informed and engaged throughout the project lifecycle.Strategic Resolution & Documentation: Delivered final resolution recommendations and ongoing prevention strategies. I was responsible for all program closure documentation, ensuring the project concluded on time and within budget, setting a standard for operational excellence and strategic foresight in data security management.

I led the creation and execution of a product analytics program for 25 national healthcare accounts, achieving a 90% improvement in machine learning (ML) and natural language processing (NLP) accuracy. My approach to trend analysis, metric reporting, and training significantly advanced the development and implementation of customer-centric KPI metrics, fostering major enhancements in data intelligence and decision-making capabilities.Key Accomplishments:Analytics Excellence: Managed an analytics program that drastically increased ML and NLP accuracy by 90%, transforming data analysis and insight generation for 25 national healthcare accounts.Agile Leadership: Directed an Agile team of 20 architects and engineers, overseeing the enterprise-level product roadmap and ensuring consistent, monthly iterative releases for four product lines. My leadership promoted a culture of innovation, collaboration, and customer-driven development.Strategic Customer Engagement: Managed monthly customer focus groups focused on KPIs, performance analysis, road mapping, and requirement prioritization, boosting customer satisfaction and directly influencing product improvements.Revenue Growth & Account Expansion: Guided customer forecasting and budget management for product development initiatives, launching new features and functionalities that resulted in over $1 million in additional revenue and contract renewals, highlighting the profound impact of strategic product management and customer engagmentContinued Account Leadership: Maintained ownership of 2 key accounts from my role as a Customer Success Executive, integrating customer success strategies with analytics program management to ensure ongoing satisfaction and account growth.Acquisition Support and Business Transfer: Played a pivotal role in all acquisition activities, facilitating a smooth and successful transition of business.

I successfully managed a portfolio of 7 strategic enterprise accounts, contributing to $10.5 million in annual recurring revenue. I achieved a remarkable 100% retention rate and 0% churn, underlining my ability to foster strong, enduring relationships with key clients.Key Achievements:Revenue Growth & Retention: Spearheaded initiatives that ensured the success and satisfaction of enterprise accounts, directly leading to a 100% retention rate, 0% churn, and $10.5 million in annual recurring revenue.Process Optimization: Streamlined processes for efficient issue resolution, continuous customer health monitoring, and developed a robust framework for cultivating referenceable accounts and advocacy.Strategic Partnerships & Expansion: Worked in close collaboration with customer leadership and the Sales team to expand the product footprint significantly. My strategic approach aligned with future roadmaps and included conducting Quarterly Business Reviews (QBRs) to assess performance, introduce new offerings, and ensure alignment with clients' evolving needs.Customer Onboarding & Training: Led all onboarding and training activities for new customers, setting the stage for successful product adoption and long-term satisfaction.Customer Center of Excellence (CoE): Established a Customer Center of Excellence to enhance the overall experience, leading to a 40% revenue growth from existing accounts. This initiative not only improved customer satisfaction but also solidified long-term partnerships.My approach is customer-centric, focusing on building and maintaining high-value relationships, understanding client needs, and delivering measurable results. Through strategic account management and a deep commitment to customer success, I drive growth, improve customer experience, and create sustainable value for both the organization and its clients.

During my tenure at Airbnb, I played a pivotal role in steering the successful transition of a $600M+ portfolio of acquired companies onto the Airbnb platform and corporate ecosystem. My expertise lies in orchestrating complex integration processes, managing substantial financial transactions, and leading global teams towards achieving excellence in operational efficiencies and customer satisfaction.Key Achievements:Strategic M&A Leadership: Directed M&A activities, ensuring the integration and transformation of acquired companies onto the Airbnb platform, encompassing a portfolio valued over $600M.Implementation Expertise: Managed the Go Live & Phase 2 implementation from Workday Financials to Oracle Financials Accounting Hub (FAH) culminating in the migration of over 38B revenue transactions and the successful FY2019 year-end close. This significant transition required meticulous planning, execution, and change management across multiple lines of business in order to ensure continuity and enhancement of financial operations at year end close. Global Team Management: Led a diverse, global team of engineers and project managers across multiple regions, focusing on prompt issue resolution, SLA fulfillment, and maintaining 100% internal customer satisfaction. Executive Collaboration & Reporting: Worked closely with business and platform executives to align quarterly company priorities. I managed the development of an interactive Finance dashboard, enhancing communication and strategic decision-making with Business and Finance leaders.Process Improvement & Agile Methodology: Established comprehensive roadmaps, managed organizational planning, and restructured agile release and sprint planning processes. My efforts in these areas have significantly improved efficiency and streamlined operations, facilitating faster delivery and higher quality outcomes.

I managed a pivotal $5M legacy product replacement program, transitioning the organization from a legacy system to ACBS Financials and impacting over $8B in loan portfolio revenue. My expertise in SDLC, Agile, and hybrid project management methodologies enabled me to deliver on time, ensure industry compliance, and drive user adoption among 150 end-users across 38 locations.Key Accomplishments Legacy Product Transition Leadership: Managed the comprehensive resurrection and transition of a legacy financial services product to ACBS Financials, overseeing a crucial program that significantly contributed to maintaining and enhancing a substantial loan portfolio revenue of over $8B.Project Management Excellence: Applied a blend of SDLC, Agile, and hybrid methodologies to navigate the program towards timely deliverables, adherence to industry standards, and successful user adoption, demonstrating a high level of proficiency in managing complex projects.Team Leadership & Execution: Led a dynamic 30-person program team through critical phases including User Acceptance Testing (UAT), a Mock Go Live, actual Go Live, and finally stabilization, ensuring the seamless transition of systems and processes while maintaining operational continuity.Executive Reporting & PMO/PDO Establishment: Redesigned executive reporting mechanisms and established a Project Management Office (PMO)/Program Delivery Office (PDO) model to enhance decision-making, streamline communications, and foster a culture of transparency and accountability.Digital Transformation & Strategic Initiatives: Facilitated focus groups dedicated to digital transformation, strategic planning, change management, and organizational management, engaging stakeholders across all lines of business to align efforts with overarching corporate objectives and drive forward-looking initiatives.

I managed the strategic direction and execution of a $4M portfolio comprised of Fortune 50-100 accounts, focusing on complex SaaS/Salesforce integration projects from their inception through to the successful post Go-Live phase. My leadership was instrumental in driving SaaS/AWS implementations, managing budgets, setting and achieving milestones, and overseeing comprehensive training programs, and achieving 100% resource utilization and meeting our ambitious revenue targets.Key Achievements:Strategic Project Oversight: Directed a diverse range of high-stakes integration projects, ensuring flawless SaaS/Salesforce and AWS implementations. My strategic approach to budget management and milestone planning facilitated the delivery of solutions that drove client success and operational efficiency.Methodological Excellence: Applied a proficient blend of SDLC, Agile, and hybrid project management methodologies, tailoring strategies to meet project requirements, enhance team agility, and ensure delivery excellence in a dynamic project environment.Leadership & Team Development: Mentored a 50+ multinational team, fostering a culture of continuous improvement, collaboration, and high performance. My commitment to professional growth, transparency and team empowerment has led to significant achievements across projects and initiatives.Executive Engagement & Business Development: Regularly conducted executive status meetings, offering transparent communication, strategic updates, and identifying new growth opportunities. My proactive approach not only secured client trust but also laid the groundwork for expanding business relationships and engagements.

An award-winning leader within IBM's Smarter Planet Organization, I managed a comprehensive portfolio of over 100 domestic law enforcement and intelligence accounts, deploying both out-of-the-box and custom application solutions for top-tier federal agencies, including the FBI and DHS. My expertise and leadership were further recognized as IBM entrusted me with overseeing key enterprise Fortune 50-100 accounts such as Wells Fargo, Walmart, and AT&T. Committed to operational excellence and strategic growth, my career contributions to IBM and its clients substantial and impactful.Key Accomplishments: Strategic Leadership: I led Fortune 50-100 accounts, oversaw Smarter Planet initiatives and additional ad hoc IBM projects My strategic oversight ensured all engagements adhered to rigorous timelines and resource allocations, cultivating unmatched trust and satisfaction among our prestigious clients.Revenue Growth & Customer Retention: Managed a dynamic portfolio that generated $17.5M in Services revenue, achieving 100% customer retention by delivering tailored solutions to meet the unique challenges of the law enforcement and intelligence sectors.Innovative Project Management: Developed over 50 strategic IT project roadmaps, focusing on law enforcement and public safety. Utilizing SDLC, Agile, and hybrid methodologies, I led complex implementations to enhance our technological leadership.Cross-Functional Collaboration: Fostered a culture of collaboration, working closely with Sales, Professional Services, and executive leadership to ensure seamless project delivery and secure significant contract renewals, including the retention of a critical $7M legacy customer contract.Team Leadership: Managed diverse teams of 7-10 professionals, including engineers, data analysts, project managers, QA analysts, and end users. My leadership not only drove project success but also supported professional growth and operational excellence within the team.

During my tenure at Oracle, I managed enterprise application solution implementations of Oracle CRM and ERP for Fortune 500 clients like Hewlett Packard, Hitachi Data Systems, Sony, Cisco, and Compaq.Key Achievements: PMO Creation and Management: Established and managed a PMO within Oracle's first CRM Practice. Developed standardized project management methodologies, tools, and best practices for consistent project delivery.Practice Management: Oversaw resource allocation, managed a team of 11 Oracle consultants, budgeting, forecasting, and strategic planning for project outcomes and client satisfaction. Continuous Enhancement of CRM Apps: Collaborated with Oracle CRM development teams to enhance applications globally. Worked with customers to ensure CRM apps met diverse global needs.Project Management: Led customized CRM implementations across the US, EMEA, and APAC, managing a global team of 20 consultants.Process Improvement: Enhanced global business processes, ensuring adoption of consistent practices worldwide.Sales and Training: Collaborated with Oracle Sales for CRM app training, facilitating successful sales and generating over $50M in Oracle sales and approximately $15M in Oracle Consulting and training revenue.