Functional Skills

Blockchain
Project Management
Marketing Operations
Data Governance
Data Management
Operations Management
Incentive Management
Marketing Analytics
Finance Transformation
Value Propositions Development
Program Management
Strategy Development
Change Management / Org Design

Software Skills

AWS
Airtable
Microsoft Office

Certifications

AWS Certified Cloud Practitioner
PMPProject Management Professional

Sector Experience

Business Services
Financial Services
Healthcare
Real Estate
Technology

Notable Clients

Bank of America
Northwestern Mutual
State Street
TD Ameritrade Holding
Teladoc

Experience

Further Advisory Management Consulting
Principal Consultant
7/2022 - 2/2025
As a management consultant for Further, I have served as a program manager and have led strategic assessments and transformation initiatives across disciplines including data management & governance, cloud optimization, AI, MarTech and digital assets for major financial services and healthcare organizations. Work has included defining target-state operating models, developing executive messaging to secure program funding, and identifying opportunities to optimize ROI.
Nodle Start-Up
Independent Consultant, Growth Strategy
3/2022 - 7/2022
Nodle is a decentralized network that harnesses the power of smartphones to connect IoT devices in exchange for crypto (NODL tokens).
- Advanced pre-raise and growth initiatives with strategic market analysis, communication, and development of presentation materials.
Kaiser Permanente Product Management / Strategy
Senior Strategic Partner Management Consultant
2/2022 - 6/2022
Directed initiatives to strengthen the effectiveness of partner relationships including strategic plan alignment, communication strategies and frameworks, and executive briefings.
Kaiser Permanente Product Management / Strategy
Program Management Consultant, Strategy and Governance
6/2021 - 2/2022
Managed a portfolio of governance, mobile endpoint, and service management projects including the development of a new Bring Your Own Device (BYOD) program and an integrated associate facing AI-based service management strategy.
Kaiser Permanente Product Management / Strategy
Senior Project Manager, Workplace Technologies
5/2018 - 6/2021
Led cross-functional project teams, including vendors, business partners, engineers, and technical SMEs in the rollout of cloud and enterprise technologies including mobile device management, license management, security and authentication controls, and project lifecycle governance tools.
Kaiser Permanente Product Management / Strategy
Consultant Project Manager, Acquisition Integration
5/2017 - 5/2018
Managed the integration of Microsoft messaging and collaboration technologies between Kaiser Permanente and a newly acquired healthcare organization.
Kaiser Permanente Operations
Consultant, O365 Release Planning and Deployment Operations
4/2016 - 4/2017
Conducted cross-functional release planning and deployment operations for the rollout of Office 365 and Skype for Businessto 200k employees serving Kaiser's network of hospitals and service areas nationwide.
MOUNTAIN CREST MORTGAGE Sales
Loan Officer
1/2005 - 1/2008
Developed a robust client and partner portfolio and served as home financing and credit planning advisor.
ENGLEWOOD MORTGAGE COMPANY Sales
Loan Officer
6/2003 - 1/2005
Developed a robust client and partner portfolio and served as home financing and credit planning advisor.
Diamond Management and Technology Consultants Management Consulting
Associate
9/1999 - 6/2003
Diamond Management & Technology Consultants (acquired by PwC) was a Chicago-based boutique management consulting firm providing strategy and technology consulting to Fortune 500 companies.

Delivered pragmatic strategies to solve business and technology challenges for clients, leading teams to achieve measurable outcomes.