Functional Skills

Agile Software Development
Digital Transformation
Product Strategy
Project Management
Business Intelligence
Change Management / Org Design
Artificial Intelligence
Customer Experience
Enterprise Performance Management (EPM)
Go-to-market Strategy
Leadership Development
Operational Transformation
Organizational Effectiveness
Process Improvements
Strategy Development

Software Skills

Salesforce
SQL
Jira
Asana
Python

Certifications

PCCPProsci Certified Change Practitioner

Sector Experience

Business Services
Financial Services
Social & Public Sector
Technology

Notable Clients

Hawaii Department of Transportation
JPMorgan Chase & Co
Marriott International
NAB - National Australia Bank
New Mexico Department of Health

Experience

Mass Ingenuity Management Consulting
VP Products & Services
9/2023 - 2/2025
• Led consulting org delivering avg 35%+ OPEX savings via enterprise performance management programs for state agencies
• Developed AI-focused transformation roadmap for legacy software to reduce onboarding time from 3 months to 3 weeks
• Developed and delivered leadership and performance management training and coaching to 100+ agency leaders
The Climate Board Start-Up
Chief Product Officer
2/2021 - 1/2023
• Stood up ops (tech, CRM, marketing, KPIs) and shipped v1 research portal to paying customers in 6 mos.
• Led product and tech functions
• Built distributed team of 15; secured first two Fortune-500 subscriptions within 4 months
Moody's Analytics Product Management / Strategy
Sr. Director, Product Strategy
3/2015 - 3/2019
• Conceived and shipped award-winning SaaS lending platform; 20 banks signed, $3 mill in first-year revenue
• Negotiated Moody's first FinTech equity deal; led partner diligence and integration
• Ran CSR fintech-for-good program, reaching 500+ under-represented entrepreneurs
Moody's Analytics Operations
Sr. Director, Operational Turnaround Leader
7/2014 - 3/2015
• Led operational turnaround of a $50 mill troubled business unit in Singapore
• In eight months, stabilized operations and client relationships, reduced staff attrition, recruited new leadership team, and launched go-forward plan
Moody's Analytics Management Consulting
Senior Director, Head of Client Success–Training & Certification
7/2012 - 6/2014
• Designed, developed, and implemented online learning solutions to enhance performance in business lending.
• Headed engagements with Top-5 clients in the US, Canada, and Australia.
Moody's Analytics Product Management / Strategy
Director, Product Strategy–Professional Services
5/2008 - 6/2012
• Managed the budget, P&L, and forecast.
• Reduced seminar cancellations by two-thirds while increasing sales by 75% within 1 year
• Overhauled the eLearning product suite and won the group's first $1 million+ eLearning deal
Capital Performance Group Management Consulting
Founding Member & Senior Consultant
1/2001 - 1/2008
• Co-founded a consulting firm providing strategy and execution support for financial companies.
• Provided strategic consulting and analysis services organizations including Citicorp, JPMorgan Chase, Dun & Bradstreet, Wells Fargo, Capital One, and BBVA Compass
Furash & Company Management Consulting
Consultant & Managing Associate
1/1997 - 1/2001
• Led and participated in engagements with financial services companies on projects including new product development, sales performance improvement, expense reduction, M&A, customer retention, and marketing programs.
• Managed, developed, and coached the analyst team.