Lead the strategy team supporting broader field teams including Sales Development, Solution Engineers, Specialist Account Executives, and Product Go-to-Market to focus on a unified strategy across the field and product

Lead the Sales Strategy function for MuleSoft comprised of five global strategy teams

Leader of AMER Sales Strategy team focusing on multi-year planning, fiscal year planning, territory carving, demand generation, and forecasting for the AMER theater

Transaction Advisory Services (TAS) - Operational Transaction Services (OTS)Focus on operational integration, carve outs, stand-alone models, synergy analysis, and operational due diligence.• Performed operation due diligence, sell-side diligence support, and operational separation for three transactions totaling $1.6B• Provided sell-side diligence and separation support for a $1.1B divestiture from a Fortune 50 retail healthcare company including stand-alone modeling, operating model development, one-time cost planning, and TSA development; led Real Estate, Operations, Reimbursement, Sales & Marketing, and separation costs work streams• Supported buy-side diligence of a $55M pharmacy business to bolt-on to larger carve-out including data room management and monitoring and closing outstanding diligence issues driving business valuation and QOE • Provided sell-side diligence support for $350M e-commerce retail business including development of stand-alone cost and operating models as well as scoping areas for TSA support • Identified and prioritized sales force synergy opportunities for a telecom manufacturer during buy-side diligence• Evaluated standalone model, i.e. future-state cost structure, of a $450M carve-out of a medical equipment distributor

• Assisted in developing an operational separation plan for the divestiture of two business units with $1.4b combined revenue to facilitate a planned emergence from Chapter 11 bankruptcy protection• Refined and mapped operational solutions to revenue double counting due to delayed deal closing in certain countries• Developed methodology to determine the economic benefits received by both buyer and seller in delayed-close entities in order to ensure equitable split of purchased operations despite the delay in deal closing in some countries

• Led a team of eight stakeholders representing four different organizations to resolve a disagreement between two software vendors that resulted in increased analytical capability for the client with minimal impact on the vendors• Analyzed client requirements, designed a project management system, and implemented the system for a $750K engagement; managed the project on a day-to-day basis and drove client satisfaction which resulted in a 30% revenue increase for the engagement through follow-on work• Created custom reports to aid the client in reconciling the cost data in the project management system with the cost data in the accounting system, which reduced the time required for error checking by 95%• Identified, developed, and executed a new business opportunity to offer upgrade, data validation, and troubleshooting services for third-party software; completed the services in 60% of the time recommended by the software vendor• Designed and delivered customized training covering both technical and process material to over 100 students• Developed benchmark market labor rates and presented results to management; rates were accepted and are still used to price new work

• Worked on the Commercial Mortgage Backed Securities (CMBS) trading desk.• Managed and published the BofA Commercial Mortgage Backed Securities (CMBS) Index Series daily, which served as an industry benchmark for BofA, its clients, and other third parties to execute and monetize trades• Identified a new trading strategy for senior traders through multivariate regression analysis• Monitored the derivatives inventory position and counter-party risk for all outstanding derivatives trades and distributed daily pricing data for initial margin calculations to the sales force• Performed daily closing procedures for five hedge books ensuring that appropriate closing positions and daily P&L were reported to middle office to tie out with the bank’s general ledger• Booked all derivative trades for the desk and sent confirmations and term sheets to clients and middle office

• Worked on the Commercial Mortgage Backed Securities (CMBS) trading desk• Investigated a trading opportunity for the head trader by examining the relationship between the Banc of America CMBS Index and the three CMBS credit default swap indices• Developed multivariate regressions to find lead indicators for the CMBS market by examining securities with higher liquidity and more readily available prices

• Redesigned the electrical testing lab for the Product Integrity Center and worked with management, in-house facilities personnel, and outside contractors to plan the subsequent construction• Determined the feasibility of replacement kits for an electrical soft starter line by designing and executing experiments and determined that results merited continued investigation