A management consulting firm providing fractional chief of staff services, including special project and change management support.
• Founded a consulting firm to support innovative marketing, communications, and technology executives
• Client list includes a private office and its global health research program, a learning and development consulting firm, and a technology startup
• Lead client engagement and service delivery as principal consultant, supporting executives in President, CEO, and head of Communications, Partnership, and Insights roles
• Recent project successes across clients include:
• Transformation of communications measurement, evaluation, and reporting processes and tools for robust ROI
• Global audience research, tracking, and insight generation, with a focus on top global health funders and norm-setters
• Delivery of brand strategy and brand asset management processes and tools to enable strategic sourcing initiatives
• Implementation of a CRM for enhanced

A B2B SaaS company providing marketing data visualizations, analytics, and business intelligence.
• Co-founded a company aiming to transform the $10B multifamily marketing space with analytics, intelligence, and automation
• Led strategy and operations and associated planning processes, including:
• Annual budget development, tracking and analysis of actuals to plan, and reforecasting as required
• Defined, forecast, and tracked cost of goods sold, and projected profitability
• Annual and quarterly business goal definition and alignment among senior team and Board members
• Quarterly objectives and key results definition (OKRs), at company and team levels
• Supported co-founder and CEO in ongoing board and investor relations efforts, including:
• Monthly investor update content submission and compilation
• Quarterly board meeting material preparation, presentations, and meeting minutes
• Led or co-led select functions pending senior team member recruitment, onboarding, and tr

A B2B marketing management consulting firm specializing in strategy, planning, and analytics.
• Co-founded a boutique marketing consulting firm
• Created a marketing analytics service that attracted venture investment leading to productization (Remarkably)
• Led product, brand, and marketing strategies and related planning, design, and content development
• Ensured successful project delivery, including requirements-gathering, scoping, planning, execution, and closing
• Oversaw a team of account and project managers focused on ensuring client satisfaction and project success
• Supported key client acquisition and retention efforts with co-founder, including key pitches, MBRs, and QBRs
• Shared operational responsibility for HR, legal, facilities, and finance with co-founder

A B2B marketing management consulting firm specializing in strategy, planning, and analytics.
• Founded a consulting practice retained by diverse clients ranging from financial services to nonprofits
• Led product, brand, and marketing strategies and related planning, communication, and collaboration with clients' teams
• Ensured successful project delivery, including project requirements-gathering, scoping, planning, execution, and closing
• Responsible for all company operations and business development, including client acquisition and retention

A leading global investment management firm serving institutional investors, financial professionals, and individual investors.
• Led global marketing strategy, planning, and collaboration across a distributed financial services marketing team
• Supported the firm's CEO and COO with standardized budgeting, measurement, and ROI reporting
• Delivered the firm's first full view into global marketing investment and performance by business unit and region

A private foundation that works to help all people lead healthy, productive lives.
• Led global brand strategy, planning, and collaboration across a complex and distributed communications organization
• Managed foundation image and reputation assets, including guidelines for use and sharing among grantees and vendors
• Conducted global image and reputation research to optimize foundation effectiveness for its grantees and beneficiaries