Strategy and finance professional with over 25 years of experience.
Extensive work history in corporate and consulting roles for large organizations and successful technology startups.
Corporate experience in strategy, finance, products, operations and technology roles at Northern Trust, Vanguard, AllianceBernstein, Allstate and Empower Financial.
Strategy consultant and advisors to a several fortune 500 companies and late stage start-ups.
Startup experience includes advising on strategy, building and delivering software solutions for...
1) an early stage eMarketing startup that went public and later got acquired by a large public company,
2) an early stage VC backed sales operations, workforce and vendor services management startup that got acquired by a private equity holding company, and
3) late stage startup in customer value creation management space.
Strong ability to partner with business leaders and entrepreneurs to help them understand key trends and levers, identify opportunities, strategize and operationalize solutions to grow business and improve performance.
MBA in Strategy, Finance and Entrepreneurship
MS and BS in Computer Science & Engineering
Areas of expertise:
Business Case Development
Go-to-market Strategy
Growth Strategy
Vendor Management and Analysis
New Market Entry
Strategic M&A Analysis
Industry and Market Opportunity Analysis
Profitability Analysis
Financial Analysis
Business and Strategic Planning
Financial and Management Reporting
KPIs
Product Management and Roadmap
Agile and Software Development Life Cycle
Program and Project Management
Interim Executive
Executive Communication and Presentation
