Halo Advisory Group is a management consulting firm born out the need for driving improved business efficiency and scale in the era of disruptive innovation. We partner with organizations who desire driving progress through Digital Transformation and improved Customer Experience to achieve scale. My primary focus is working with early to growth stage clients with between $2M and $25M ARR to help them scale. I also work with larger corporate clients (Fortune 1000) on digital transformation projects. Created through acquisition of Halo Investment Series, LLC, and Hippocratic Health Solutions LLC.

Selected to serve as adjunct professor in McKinsey’s Hispanic Leadership Development program. Focused on personal brand development, leadership development and sponsor/mentee development. Involved in five cohorts to date serving over four thousand mid-level executives in Fortune 100 companies. Average class size is 143 students. Led curriculum, delivery and KPI measurement. Program is currently in its sixth month of existence.

Elected to the board of a $50B NA bank in Chicago serving the Midwest region. Chair of the Risk Management Committee, Member of the Nominating/compensation and governance and Chair of the ESG committee

Recruited by company investors to turnaround insolvent SaaS company in the Supplier Performance Management/Supplier Diversity market. As key equity leader of the corporation turned company around by improving Sales performance, product development market fit and positioning. Increased new logo growth by 61% with Fortune 100 clients, exceeded revenue growth projections by 104% and increased valuation of the company by 71%. Lead and completed a $2M priced seed round.

Recruited by CTO to create the business development department of new IoT tech Start-up. Lead product development and Go-to-market strategy. Turning $3M innovation start-up into a $13M brand in less than thirty-six months. Lead B2B strategy establishing product market fit for the category and all critical revenue KPIs. Built SaaS revenue stream on data acquisition strategy and version 2.0 of the product.

Created Healthcare Consulting firm to serve big pharma and biotech clients in Business strategy, Human capital deployment, product launch and managed care strategy. Worked with Collaborative consulting partner- ZS Associates on client fulfillment. Led key deliverables in oncology, Anti-infective, IDN and CRO projects. Focused on strategy development, KPI and goal setting, project management and vendor validation.

Continuation of Alza Pharmaceutical role. Led development of district managers, leadership development program and managed care task force. Performance led the nation by 3x as top region in the country.

Led creation of Pharma Sales region for urology and drug delivery biotech start-up including business process development, human capital recruiting, training, and development of 9 first line managers and 72 sales reps. Region covered seven states from Illinois to Colorado. In first year, Lead National sales force in performance with 7.2% category market share growth winning national President’s award. Company was acquired by Johnson and Johnson in 2001 as part of a $10.5B acquisition.

Recruited into company by Regional Business Director. Account manager responsible for managing Buy/Bill injectable infectious disease/immunology, cardiovascular, neuroscience and oncology product lines at key Hospital/ Institutional/Educational Health Center accounts with carry-over into the VA/DoD VISON, Health Management Organizations, and affiliated Integrated Health Systems (IDNs). Responsible for institutional accounts in NW Indiana, Mid-Central /Northern Illinois, and SE Wisconsin.

Recruited into company’s global professional development program with assignments in marketing, production planning and product development in the Diagnostic Products Division. Transferred to Pharmaceutical Products Division where I held positions in Territory Sales and was later promoted to Specialty sales and sales/product management.