Provides strategy, project leadership, digital transformation, technology readiness and process improvement services in financial services, insurance and investment management. Emphasis on advanced automation technologies, including RPA, Natural Language Understanding/Generation, Deep Machine Learning and Blockchain. Roles include project manager, business architect, and functional/process subject matter expert.

Provide governance, policy and operational consulting services to help clients comply with current and emerging personal privacy regulations, including the European General Data Protection Regulation (GDPR), the California Consumer Privacy Act (CCPA), and other global privacy regulations.

PCreated Slalom’s capital markets, risk and compliance practice for deployment across Slalom’s 24 offices in North America and the U.K. Grew the capital markets practice to $14 million in 2016. Facilitated and supported business development through a virtual team of 75 IT, operations and compliance professionals, including hands-on participation in business development and engagement execution. SME on numerous proposals and financial services engagements.

Independent consulting practice serving insurance and asset management clients in North America and the U.K. Provided strategic IT, operational & financial process transformation and project management services. Developed patented methodologies to identify premium fraud (intentional misclassification) and claim fraud (malingering) for workers compensation carriers.

Responsible for IT strategy and business process reengineering research and business development support. Formulated IT strategy and BPR concepts and practice methodologies including IT Strategy Alignment and Value Added IT Management. Provided financial services and IT Strategy subject matter expertise for business development pursuits in North America, Europe and Asia.