Functional Skills
Agile Software Development
Business Development
Business Process Outsourcing
Business Unit Strategy
Change Management / Org Design
Operating Model Design
PMO Transformation
Post-Merger Integration
Program Management
Project Management
Strategic Planning
Strategy Development
Technology Strategy
Wealth Management
Systems Integration
Software Skills
Confluence
Dropbox
GitHub
GoDaddy
Google Docs
Google Sheets
Hubspot
Jira
Microsoft Office
Microsoft Project
nCino
Smartsheet
Certifications
CCMPCertified Change Management Professional
PMPProject Management Professional
Sector Experience
Business Services
Financial Services
Manufacturing
Technology
Languages
English
Notable Clients
CUNA Mutual Group
Empower
FIS
JPMorgan Chase & Co
Northern Trust
Big 4 Accounting
Top Consulting Firms
Experience
The Abaco Group LLC
Management Consulting
Founder & Executive Director
6/2018 - Present
Founded firm to bring not only methodologies and capabilities refined from serving scores of Fortune 500 clients but also a set of values-based principles focused on being our clients' most trusted advisor.
Chatham Financial
Management Consulting
Director, Midwest Corporate Risk Management
10/2016 - 6/2018
Hired as first employee in Midwest region’s corporate risk management practice. Tasked with developing regional market targeting large (>$1B revenue), publicly-traded clients with major international presence, who use derivatives to hedge risks related to foreign exchange, interest rates and/or commodities.
North Highland Worldwide Consulting
Management Consulting
Principal, Financial Services Practice Lead
3/2012 - 10/2016
One of three initial hires tasked with opening new office in Chicago, and first de novo branch, which grew to 25 over 2.5 years. Established operating procedures, defined business development approach, selected service offerings to attract new clients, and executed go- to-market strategies to drive visibility. Led financial services practice and held functional role of COO across all office operations.
KPMG
Management Consulting
Manager, Business Process Improvement
6/2009 - 3/2012
Recruited as #2 hire of new Performance and Technology Group within Advisory Practice, with goal of building major presence in Midwestern financial services industry following financial crisis. Built new operating models, reengineered processes and responded to legal and regulatory challenges on behalf of clients. Crafted communication plans for stakeholders.
Novantas LLC
Management Consulting
Manager, Strategy
8/2005 - 6/2009
Hired to start-up consulting firm as Senior Consultant and fifth employee; promoted to Manager as company rapidly grew to 25 members and expansion to ~90 following acquisition by Novantas. Established standardized working processes; participated in recruiting; developed training program, and conducted new-hire training. Introduced new service offerings, including focus survey for the banking industry; developed new business, managed client relationships and led/completed consulting engagements.