Responsible for the implementation and transformation of a technology-enhanced due diligence service. Strategically this required a fundamental shift in the program including all aspects from the technology to the people. Successfully managed stakeholders, budgets, technology assets, partners and facilitated change management of an established and entrenched business. As a direct result, PwC is forming a business partnership with Dun & Bradstreet to manage their $100M+ DD book of business.

• Investigated Panama Papers data from the ICIJ to identify entities related to UNAOIL. Built a program to help clients identify their potential exposure to UNAOIL and related entities.
• Oversight of execution and management of a financial restatement for a large medical device manufacturer.

Active leadership role leading the global deployment for an analytic solution, serving on performance reinvention recommendation committees. Sales and execution of analytics based services in the Houston market. Leadership development.

• Managed market research operations group in support of syndicated, qualitative, and quantitative research programs.
• Architect and manager of market research services including syndicated audits, portfolio effort allocation, statistical projections, reporting services and closed looped marketing.
• Technical architect for proprietary market research models including share projection, sales force effectiveness, portfolio optimization, and effort allocation.