Green Hat Advisory specializes in advancing the ecosystems that propel Third-Party Risk and business Resilience. Our focus extends to providing guidance for services providers, content providers, customers, and investors, emphasizing emerging technology trends and demonstrated best practices. We help articulate and drive strategies, to set the organizational “North Star” and help organizations implement these strategies. We excel in facilitating change management across various dimensions (organizational, operational, culture, systems, etc.) to achieve tangible outcomes in product assessments, go-to-market strategies, corporate strategies, M&A and roll-up strategies, and post acquisition value realization. We focus on value creation for our customers. Given our team’s experience in defining and executing on growth strategies for some of the world’s largest product and analytics providers, Green Hat Advisory brings the practical experience to identify the desired outcomes and the leadership experience to de-risk complex initiatives, and to focus on results. Our risk and resilience practice provides tailored solutions to proactively identify, analyze, and mitigate risks across your enterprise. With deep industry knowledge and cutting-edge tools, we offer strategic insights that empower your organization to make informed decisions and navigate challenges effectively. From investment advice and market/products assessments, to organizational optimization and unlocking value, we deliver actionable plans and recommendations to safeguard your operations, enhance resilience, and drive sustainable growth.

As a member of the executive team of Dow Jones Risk, led the strategy and innovation function to help drive continued growth and to bring leadership and operational execution to a global TPRM and compliance business. Developed and executed growth strategies including investments, channel and sales partnership expansion and product incubation and innovation. Performed due diligence on numerous investment targets resulting in investments to address the market gaps. Developed and executed analyst briefings with key industry influencers including Chartis, Outsell, Forrester, Gartner, Oliver Wyman and others. Led competitive intelligence efforts across the Risk business. Launched investment in regulatory change management, focused on emerging regulations in sustainability and ESG in partnership with Cambridge University.

Reporting to the head of the TPRM and Compliance business, led the execution of growth strategies for the fastest growing business for D&B. Led a global team of product specialists and strategists to design and execute on revenue growth strategy and performed due diligence on partners and M&A for inorganic growth. Developed and executed a multiyear growth plan, which included organic and inorganic strategies, expanding partner channel revenue to address product market gaps, launching new products to expand our direct business, partnering with sales to develop new go to market campaigns and strategies, and partnering with sales on complex deals. Active in industry forums, authoring thought leadership content, conducting analyst briefings, and developing marketing campaigns to increase awareness of D&B’s products and capabilities

General manager of a global GRC business providing leading institutions with enterprise workflow solutions focused on regulatory compliance, know your customer and TPRM, policy and conflict management, audit and internal controls and operational risk. Full business accountability including P&L ownership, and line leadership of sales, product management, professional services and support. Developed and executed strategies to maximize revenue and improve margins via new product launches, strategic partnerships and M&A, and business transformation and integration to bring acquired businesses together into a single cohesive platform and workflow. Achieved revenue targets, drove increased retention and improved customer satisfaction.

Leading Alacra's know your customer (KYC), enhanced due diligence (EDD) and Legal Entity Data (LEI) businesses. Managed product specialists' and targeted sales campaigns. Launched targeted workflow to address the needs of client on-boarding, ongoing CIP research and enhanced due diligence. Created offshore managed services for managing Legal Entity Data research to increase margins and improve scalability.

Responsible for leading the Information Services and Media business. Responsible for managing P&L for a global division of Virtusa, setting partnering strategy and developing sales accelerators for go-to-market strategies. The services included; IT consulting, application development, custom software development, independent software testing and IT outsourcing services. Significant clients included firms like Marklogic, PEGA and many more.

Managing a portfolio of Financial Services clients, responsible for delivering profitable growth both within existing clients as well as new business. Delivered on both growth and margin targets within portfolio. Services included application and product development, infrastructure, ITO and business process outsourcing. Utilizing a global delivery model, we offered clients near and offshore options to improve ROI and lower costs. Through proven business transformation process, business alignment practices and cost reduction programs we drove significant cost savings for our leading financial services clients. Led the development and execution of the enterprise risk and compliance strategies for financial services segment.

Business Development for DataScope, leading our risk, compliance and counterparty data products. Responsible for driving sales revenue and new product development for data products serving the needs of compliance, risk, counterparty compliance, customer on-boarding and KYC (know your customer).

Co-Founder of Beyond Data. Providing Relationship Intelligence and sales acceleration tools and content to sales professionals. Enabling sales professionals to further interrogate their professional networks, uncovering new relationships that were unknown in their networks to drive sales opportunities. Developed proprietary software utilizing AI and Link Analysis to first identify entity data from unstructured sources and then present visual paths for the purpose of targeting sales opportunities.

Lead the company’s security master and entity reference data platform standardization initiatives. Chaired firm-wide steering committee to provide oversight from all functional areas of the firm.Rationalized and consolidated numerous content authoring systems and legacy products resulting in performance improvements and savings estimated at $5 million. Developed Enterprise Data Management COE in India to consolidate multiple systems into a single entity, security and cross reference database to drive consistency and implement a golden copy for entity with security master data. The resulting system was used to drive reference data consistency and cross reference interoperability for all "Thomson One" products. Developed a Project Management Office for staff migrations of US staff to Indian captive facility. Worked with local business leaders, human resources, project managers, and finance professionals to develop project plans, benchmarks and identify business risks. Managed global cross functional team including sales, operations, business analysts, product managers and technology resources numbering over 200.

Managed portfolio of consulting services and products for Thomson Financial/Primark including; custom portal development, analytical tool development, concordance services and software sales. Responsible for Enterprise Data Management (EDM) sales, and API development and customization for driving sales of integrated Thomson/Primark data. Sold custom knowledge portals and data feeds across reference data, deals and research. Responsibilities included sales and product development for custom solutions and API's. Developed an API strategy enabling the distribution of integrated Thomson/Primark content. Created BPO services for entity and security master services, establishing an offshore data management and technology team to deliver securities and company research, developing partnering strategy with systems integrators, and developed a portal strategy and framework. Supported over $150 million in revenue. • Managed global team of over 100 people including sales operations, product specialists and technology. • Representative engagements included custom software development for CitiGroup’s CitiVision portal, custom software for Merrill Lynch’s Wealth Manager Station, developing custom counterparty databases containing company/security data, custom EDM software for investment management firms and BPO data management functions on behalf of various clients.

Developed NSCC’s first web based transaction-processing portal for the FundServe and Mutual Fund Profile systems. Program Manager responsible for business requirements analysis, developing functional specifications, managing systems implementation and developing marketing plans. Managed matrix team of senior technical managers and product specialists. Lead road show with Banking clients and developed marketing campaign.

Managed an annual budget of nearly 20 million dollars, and worked with senior management to develop, refine and implement the information strategy for the division. Negotiated with market data and consulting vendors to ensure provision of the highest quality data and favorable contractual terms. Led a firm-wide effort to consolidate market data and vendor spend resulting in $1mm in annual savings. Managed the development and maintenance of a proprietary web based banker portal. The portal “InfoCenter”, integrated 3rd party vendor data and proprietary data into a banker toolkit to support the investment banking workflow. Managed the consolidation and maintenance of two legacy client data repositories generating $2.5mm in annual savings. Managed outsourced development of an MIS reporting application for use by senior management for risk management, resource planning and competitive analysis. Managed vendor (Sapient) and in-house business analysts. Active in college recruiting for the analyst program. Developed and delivered seminars in annual analyst training programs.