Functional Skills
Business Unit Strategy
Product Strategy
Business Planning
Financial Due Diligence
Customer Segmentation
Pricing Strategy
Primary Research
Market Mapping
Competitive Landscaping
Benchmarking
Software Skills
Microsoft Office
Sector Experience
Business Services
Financial Services
Real Estate
Social & Public Sector
Technology
Experience
Cortus Advisors
Management Consulting
Founder
7/2017 - Present
Founder, CEO
Tapestry Networks
Management Consulting
Partner, Financial Service Practice Leader
1/2012 - 6/2017
Leader of Financial Services Practice
Fidelity Investments
Corporate Strategy & Development
Managing Director
11/1998 - 12/2010
Managing Director of Strategic New Business Development, Fidelity Research Institute, Pyramis Global Advisors (institutional asset management)
Bain and Company
Management Consulting
Case Team Leader
8/1995 - 10/1998
Project leader / Case Team Leader in Financial Services Projects
National Economic Research Associates (NERA)
Research
Research Associate
8/1986 - 5/1989
Research associate on projects addressing antitrust issues, intellectual property, anti-competitive practices, patent infringement.