Functional Skills

Change Management / Org Design
Cost Reduction
Data Analysis
Go-to-market Strategy
Leadership Development
Market Research
Operational Efficiency
Performance Management
Project Management
Sales Strategy
Strategic Planning
Program Management
Product Strategy
Sales Force Effectiveness
Strategy Development

Software Skills

Google Docs
Microsoft Excel
Microsoft PowerPoint
Miro
OpenAI

Sector Experience

Business Services
Consumer Goods
Financial Services
Transportation & Logistics
Travel & Hospitality

Notable Clients

Greater Washington Partnership

Big 3 Consulting (MBB)
Big 4 Accounting
Fortune 500
Top Consulting Firms

Experience

TwentyTwo Insights Advisory Group Management Consulting
Principal, IndependentConsultant
1/2024 - Present
• Leading an independent freelance consulting business specializing in strategic planning, business transformation management, and commercial excellence for small and mid-sized companies, startups, and middle-market private equity firms
• Specializing in leading strategic initiatives, driving strategic partnerships, and implementing leading operational efficiency, commercial sales excellence practices
• Developed the firm's business model, service offerings, and go-to-market strategy

McKinsey & Company Management Consulting
Senior Engagement Manager
8/2021 - 7/2024
• Orchestrated $2B+ EBIT transformation for a prominent travel company to enhance their competitive advantage and improve ROIC, which included a cross-functional sector-wide data analysis across multiple large datasets, financial analysis & modeling across all functions to inform business insights and to develop value creation projections for a multi-year strategic plan for the CEO/board
• Identified and implemented operational excellence and sales strategy best practices needed to drive growth for a $50B logistics company, including piloting growth strategies for new customer segments, implementing salesforce effectiveness, developing analytics and performance management tools that resulted in cross-functional commercial planning to increase customer conversion, churn reduction, average order size, and CLV yielding $30M in run-rate value for the strategic pilot
• Advised C-suite executives and provided business insights as a trusted partner for a $15B+ financial services company

Capital One Financial Product Management / Strategy
Director of Card Digital Customer Experiences
5/2018 - 7/2021
• Led strategic planning, product development, and portfolio management business rhythm as Chief of Staff for the Digital Experiences unit, which provides digital servicing to 40M+ customers monthly
− Facilitated impact and trade-off analyses to include workload analysis across 70+ tech teams and provided executives with recommendations on strategic priorities for digital experiences
− Developed cross-portfolio prioritization process, developed an approach to monitor metrics performance against rigorous OKRs, and managed alignment across stakeholders
• Orchestrated integration and execution of cross-functional leaders to design intelligent and personalized digital experiences
− Partnered with market research and analytics teams to identify market-leading trends, assess competitive positions, and ideate on new personalization strategies − Led design thinking sessions to ideate new features / new capabilities and facilitated the development of a capabilities roadmap

Deloitte Management Consulting
Manager, Strategy and Operations
9/2007 - 5/2018
• Led the Program Management Office of a multi-initiative finance transformation, from goal setting to monitoring, with estimated cost savings of over €70M over serval years
• Delivered a strategic transformation roadmap and implementation plan to reduce spending by $1 and increase revenue by over $5B with a complex roadmap of cross-functional, enterprise-wide strategic initiatives − Provided strategic planning and design support to executive clients on their cross-functional initiatives from concept to launch and post-implementation performance monitoring − Led the development of revenue and operating cost KPI dashboards, portfolio analytics, and outcomes assessments directly for C-suite executives
• Led the development of a business case for a $600M operational transformation and operating model for a foreign utility to optimize service delivery, finance generation capacity, and strategic partnerships needed to enable operational modernization