Certifications

PMPProject Management Professional

Sector Experience

Business Services
Financial Services
Media & Entertainment
Technology
Big 3 Consulting (MBB)
Bulge Bracket Investment Banks
Top Consulting Firms

Experience

McKinsey & Company Management Consulting
Senior Advisor
1/2018 - Present
External advisor and subject matter expert for strategy and technology within financial services practice.
RSM US Finance
Senior Advisor
7/2019 - Present
Operations and Technology diligence professional with a focus on software-centric acquisition targets for mid and large-cap investments.
Willowbrook Advisors LLC Management Consulting
Managing Member
2/2017 - Present
Founder and lead consultant across operations, technology and transformation programs across financial services, media, and sports industries. Specialize in helping PE management and portfolio companies in growth or turnaround projects.
Bridgewater Associates Finance
Trading Operations & Product Developement
3/2013 - 1/2017
Hired to run trading floor operations - manage all aspects of trade flow from account management thru execution and to back office. Monitor security, business continuity, technology prioritization, and release management under all conditions. Moved to support the development of new product capability for client-specific portfolios.
Royal Bank of Scotland Finance
Head of Change Management, US
6/2001 - 3/2013
Various operational leadership roles, culminating in overall responsibility for change agenda in North America. Managed 75mm of annual spend across regulatory, post-M&A integration and business growth projects.
JPMorgan Chase & Co Operations
Vice President
9/1998 - 6/2001
Lead Interest Rate Derivatives middle office re-platforming and move to T0 processing. Part of Chase merger to integrate trading books.