Managed boutique consulting firm including business development, practice management, client relationship management, people management, client deliverables, marketing and communications. Boutique Strategy firm specializing in corporate strategy, business turnarounds, performance reporting, performance improvement serving both the private small-medium businesses and public sector clients

Managed banking strategy & operations projects for Financial Crime Risk Management (FCRM) division of bank • Led team to implement Anti-Money-Laundering (AML) capability • Developed and implemented Monthly Operation Review (MOR) that tracked performance across 160 KPI and KRI’s within 12 departments

Directed corporate development and strategic planning activity for the division. Chief of Staff to Div CEO. Managed primary relationship with large global SaaS accounts

Managed large strategy engagement for to develop global distribution strategy for mid-sized education products distributor.

Managed large strategy engagements with large financial institutions. Clients included Comerica Bank, Fifth Third and LaSalle Bank and Barclays and Royal Bank of Scotland

LSS Green Belt

Wolters Kluwer

2010

LSS Black Belt

Zebra Technologies

2023