Functional Skills

Business Process Outsourcing
Operating Model Design
PMO Transformation
Program Management
Project Management
Strategy Development
Technology Strategy
Wealth Management
Change Management / Org Design
Business Unit Strategy
Agile Software Development
Business Development
Commercial Due Diligence
Communications

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.
Meadow Partners Finance
Senior Associate
6/2004 - 8/2005
Pitched and secured consulting assignments within the pharmaceutical and medical device industries while completing MBA studies.
AMCORE Bank Other
VP, Private Banking
6/1998 - 6/2004
Initially hired as investment officer covering 3 suburban Chicago branches, received rapid promotion to AVP holding role of regional sales manager with responsibility for own production as well as revenue production for team of 6. Built pipeline management process, defined sales goals, approved marketing communications and served as first-level compliance officer. Promoted and transitioned to private banking role with dual task of building new client portfolio and managing ongoing relationships.
Trostel Ltd Operations
Project Manager
8/1996 - 6/1998
Position created at a mid-size manufacturing company to manage all internal projects and act as product manager for all non-automotive verticals, including appliance and agriculture. Developed and implemented first standard product development launch process for company. Managed up to 20 projects concurrently.