Functional Skills

Product Strategy
Financial Modeling
Financial Due Diligence
Financial Planning & Analysis (FP&A)
IT Transformation

Software Skills

SAP
Microsoft Excel
Microsoft Access
Microsoft Office
Microsoft PowerPoint
SQL Server
Tableau

Sector Experience

Financial Services
Business Services
Energy
Technology
Transportation & Logistics
1
hour

Avg Response Time

9
jobs

Jobs Completed

203
hours

Total Hours Logged

35
years

Years of Experience


Big 3 Consulting (MBB)
Top Consulting Firms

Experience

 
Independent Consultant Finance
Self
08/2013 - Present
Due diligence. Financial modeling, strategy, planning, business process improvement, technology evaluation and implementation. Fundraising expertise. Interim CIO and Strategy head. Majority of work at behest of PE and VC firms with regards to either portfolio companies or potential acquisitions.

Citibank Corporate Strategy & Development
SVP
08/2010 - 08/2013
Leader of Analytics Implementation and Strategic Technology. Program lead for digital transformation.

Talleyrand Capital Management Finance
Managing Partner
01/1999 - 04/2010
Conceive, design, and implement analytic foundation for financial analysis of companies and other capital assets (Real Estate, FOREX, derivatives, etc.)

Accenture Management Consulting
Associate Partner
03/1998 - 08/1999
Sold and led strategy consulting projects to Fortune 500 clients, primarily in financial services.

Boston Consulting Group Management Consulting
Principal
03/1995 - 08/1998
Organized and led technology and financial strategy work for fortune 500 clients

Plaza Bank Operations
EVP-CIO
01/1992 - 01/1995
Chief Information Officer. Member of Executive Committee. Led strategic planning efforts.

Ameriquest Operations
SVP-CIO
01/1989 - 01/1992
Chief Information Officer.