Focusing on increasing shareholder/owner value by accelerating growth and innovation, enhancing customer experience, transforming products and pricing, digital strategy and continuous performance improvement.

Senior Financial Services strategy consultant and member of firm’s Banking & Securities practice leadership team. Advisor to senior executives at North American retail and commercial banks, wealth managers and private equity funds and portfolio companies, helping solve critical growth and business model improvement challenges. [Started consulting career with several years at Deloitte beginning in the late 1990s. Returned in 2013.]

Devised, sold and delivered consulting projects to help clients drive sustainable top-line growth through competitive strategy, sales excellence, customer analytics, product and pricing innovation, revenue billing management, and business model transformation. Built and expanded relationships at leading retail banks, consumer and commercial credit providers, global wholesale banks, and Fintech players.

Day-to-day lead of U.S., Canada and U.K. strategy consulting, business development, and intellectual capital initiatives for emerging player in the marketing and digital strategy, product development, pricing, and sales effectiveness spaces. Established momentum for doubling of annual revenues within first year.

Senior banking strategy consultant. Co-founded Credit, Risk and Payments consulting practice, which contributed $20 million in annual billings within three years. Developed, sold and delivered new portfolio of credit-oriented pricing optimization, risk, profitability & liquidity management, and regulatory compliance consulting offerings and SaaS solutions.

Launched venture to enable small- and medium-sized retail and services businesses to extend their existing ventures, brands and business strategies to the web and more effectively leverage direct-to-customer channels to acquire new customers and deepen existing relationships. Sold and led delivery of all billable work.

Corporate and digital strategy consultant for clients including a global top 5 consumer packaged goods manufacturer, a global top 10 law firm, and various U.S. financial services players. Developed comprehensive strategies and execution blueprints for traditional firms' entries into the digital space. Led Strategic Sourcing teams supporting clients' efforts to materially reduce operating spend and reassert control over R-to-R process.