Functional Skills

Data Strategy
Machine Learning
Business Development
Strategic Planning
Business Planning
Go-to-market Strategy
Market Research
Product Strategy
Customer Analytics
Good Clinical Practice (GCP)
Good Manufacturing Practice (GMP)
Finance Transformation
Digital Marketing / Advertising
Commercial Due Diligence
Sales and Operations Planning (S&OP)

Software Skills

Machine Learning
Storage Area Network (SAN)
BigData

Sector Experience

Financial Services
Manufacturing
Technology
Telecom
Transportation & Logistics
Big 3 Consulting (MBB)
Big 4 Accounting
Fortune 500
Top Consulting Firms

Experience

EIGENSTRAT CONSULTING Management Consulting
Managing Director
1/2024 - Present
Provide strategic advisory services in go-to-market strategy, corporate development, and AI adoption.
• Led commercial due diligence of a software leader for a Fortune 200 technology company, informing a high-stakes M&A decision.
• Managed customer journey transformation strategy for $20B tech reseller, incl. roadmap to improve customer engagement.
• Advised business owners on AI use cases and implementation through partnerships with Chicago-area business groups.

CDW Corporation Corporate Strategy & Development
Director of Innovation and Corporate Strategy
3/2021 - 1/2024
Drove strategic product and business initiatives to tap into emerging growth opportunities enabled by AI.
• Supported senior Cloud Sales leaders to develop Board-level strategy for Cloud infrastructure and SaaS business.
• Collaborated with Cloud Sales team to identify new business opportunities with partners GCP, Azure, and AWS.
• Partnered with Product teams on data-driven AI solutions, including leveraging AI in sales support.
• Spearheaded commercialization of proprietary AI solutions for digital marketing and demand forecasting. Built a portfolio of new business models and ventures in collaboration with cross-functional teams.
• Established CDW's first JV ever, Tyonek CDW Tech Solutions, with key MPP partner Tyonek, adding $40M/year in new revenue.
• Launched CDW Local Educ. Solutions, leading to $125M/year in new revenue and lift in services margin by 2X, from 12% to 25%. Wrote the business case, secured executive buy-in, and launched first-ever corporate venture capital pr

Aeris Communications Corporate Strategy & Development
Vice President, Head of Strategy
9/2016 - 7/2020
Spearheaded strategic opportunities to accelerate business through partnerships.
• Worked with Sales leaders to evaluate AI & IoT startup companies for partnership, including those focused on autonomous vehicle technology or using machine learning and AI to process other real-time sensor data.
• Orchestrated partnership deal worth $12M, the largest in company history, with Fortune 10 tech company.
• Developed ecosystem of partner AI & Cloud-based IoT solutions across key market adjacencies to company's core businesses.
• Created IoT Big Data strategy and drove key initiatives with partners to monetize data assets in targeted use cases. Built the infrastructure and mobilized the business to identify and pursue growth opportunities, bolstering financial performance.
• Uncovered new market opportunities in attractive adjacencies, including telematics and usage-based insurance.
• Directed strategic planning process and guided business leaders to identify opportunities and develop rig

TransUnion Corporate Strategy & Development
Vice President, International Strategy and Planning
11/2015 - 9/2016
Managed long-range strategic planning across all global territories, spanning 30+ countries, with focus on India and the Asia Pacific.
• Directed strategy and business planning teams across all six global regions to develop market expansion strategies.
• Guided senior executives and business segment teams in identifying strategic options and articulating vision and operating plans.

TransUnion Corporate Strategy & Development
Vice President, M&A and Global Strategy
1/2015 - 11/2015
Led investment initiatives to acquire new technologies/capabilities and expand market coverage, strengthening competitive advantage.
• Directed deal team of 50 to pursue potential acquisition worth $1.4B to extend TransUnion's consumer data platform.
• Managed analysis on cutting-edge new data options, delivering critical market evidence to support case for $200M acquisition.
• Developed business case for and led investment in innovative telematics data provider for the Insurance business unit.
Drove innovative business initiatives to accelerate growth of the $231M consumer data business.
• Analyzed customer data to create growth playbook and reach untapped market opportunities of $90M in new revenue.
• Enhanced digital marketing campaign execution, resulting in CPA decrease and $15M revenue lift from current customers.
• Contributed to acceleration of business unit growth from 13% YOY in 2013 to 31% YOY in Q2 2015.

TransUnion Corporate Strategy & Development
Vice President, Global Strategy
11/2013 - 1/2015
Led New Growth Initiatives (NGI) strategic program to identify, prioritize, and pursue $320M+ in new market and customer opportunities.
• Managed monthly initiative reviews between business unit leaders and senior leadership to track progress against OKRs.
Launched new business unit contributing $30M+ in revenues within two years.
• Assessed market opportunity and developed business case, go-to-market strategy, and operational plan.
• Recruited leaders for new business and strengthened their alignment and integration with broader organization.
Supported IPO process, which raised $665M at valuation of $4B, with PE sponsors Advent International and Goldman Sachs.
• Directed effort to identify and size strategic market opportunities and articulate competitive differentiators.

Ernst & Young (EY) Management Consulting
Senior Manager, Transaction Advisory Services
1/2011 - 11/2013
Led eight-month-long $1.2M business portfolio restructuring engagement with team of seven to transform F500 client with 100+ business units. Managed portfolio restructuring engagement with team of seven to transform F500 client with 100+ business units. Managed portfolio diagnostic and evaluated business units to identify businesses for targeted operational turnaround, incremental investment, or divestiture. Directed commercial due diligence engagements, including for $42B financial institution and PE division of a $32B bank. Developed portfolio innovation strategy for $350M diversified call center company. Crafted IP monetization strategy for $11B global payment network.

Microsoft Corporate Strategy & Development
Senior Director, Strategic Market Development, FAST Subsidiary
8/2006 - 11/2010
Served as product manager with P&L responsibility for new data analytics and digital marketing product segment at FAST. Led end-to-end offering strategy and execution. Developed go-to-market strategy based on customer analytics and competitive benchmarking. Crafted product strategy and roadmap, including customer segmentation and product positioning, pricing, and ROI analysis. Developed initiatives to improve lead generation and sales and delivery effectiveness. Spoke at conferences and was honored in 2010 as a featured speaker at Microsoft. Worked with tech analysts and media. Drove multi-million dollar deals, growing revenues by 210% CAGR. Managed $3B in software license rights. Also served as head strategist supporting FAST's EVP of Corporate Strategy and Marketing. Developed and operationalized go-to-market strategy to revitalize growth, leading to the sale of FAST to Microsoft for $1.2B, a 42% premium to the stock price.

Gartner Management Consulting
Associate Director
5/2005 - 8/2006
Drove business development efforts and managed engagement delivery teams. Achieved strategy consulting sales totaling over $260,000 and built pipeline of $640,000 in first three months as Associate Director. Analyzed market demand for client of a $52B international investment firm, with work leading to successful IPO that raised $150M. Conducted commercial due diligence for PE firm managing $2B in assets, evaluating target's market position, assessing its long-term value, and identifying key risks. Developed the technology innovation strategy for Top 5 US retail bank, gauging fit of emerging technologies with company's IT strategy and developing the adoption roadmap. Overhauled channel and distribution strategy of $10B global telecommunications company and improved their sales effectiveness.

Boston Consulting Group Management Consulting
Consultant
8/2003 - 5/2005
Developed growth strategy for $9B hedge fund, convincing the CEO to adopt recommendations and contributing to $100M increase in profits. Implemented post-merger integration program for $103B German conglomerate, mobilizing 14-member client team to map business processes, identify synergies, and develop a detailed impact analysis. Conducted commercial due diligence for $7B medical devices company, assessing their target's competitive landscape, market outlook, and growth potential. Built operational plan to minimize RFID implementation costs for Fortune 500 office supply company, resulting in savings of $400,000 per year. Developed product portfolio strategy for $41B diversified manufacturing company.