Functional Skills
Post-Merger Integration
Business Planning
M&A Support
Customer Segmentation
Workforce Optimization
Software Skills
Salesforce Integration
Blockchain
Artificial Intelligence
Certifications
ITILIT Infrastructure Library Certified
Sector Experience
Healthcare
Financial Services
Business Services
Technology
Transportation & Logistics
Languages
English
29
years
Years of Experience
5/21
Member Since
Experience
Build Scale Prosper
Management Consulting
CEO
An Award-winning, Special Situations Business Advisory and Consulting firm that helps companies build the Strategy and Systems necessary to Scale Efficiently and Prosper with Purpose.
We also help private equity firms, family offices and strategic investors with deal sourcing, due diligence, post-deal integration and portfolio company consulting.
We also help private equity firms, family offices and strategic investors with deal sourcing, due diligence, post-deal integration and portfolio company consulting.
Eze Software Group
Corporate Strategy & Development
Director, Global Strategy & Analysis
Created M&A and strategic partnership evaluation, due diligence model and managed deal flow.
Defined and managed growth strategy for SaaS, On Prem, API, cloud and mobile product portfolio.
Developed new go-to-market process.
Defined and managed growth strategy for SaaS, On Prem, API, cloud and mobile product portfolio.
Developed new go-to-market process.
RealTick, A BNY ConvergEx Company
Product Management / Strategy
SVP, Head of Product Strategy & Marketing
Define corporate, product and marketing strategy.
Created integrated marketing and sales campaigns to drive business results.
Created strategic partner program.
Implemented new product pricing strategy.
Created integrated marketing and sales campaigns to drive business results.
Created strategic partner program.
Implemented new product pricing strategy.
RealTick | Barclays Capital
Product Management / Strategy
VP. Global Product Management
Led increase in profitability of mature product portfolio by 18%/year.
Grew strategic relationships by 33% per year.
Key product lines - RealTick EMS, market data, APIs, Excel plug-ins, professional services, internal systems, business intelligence, FX and derivatives.
Grew strategic relationships by 33% per year.
Key product lines - RealTick EMS, market data, APIs, Excel plug-ins, professional services, internal systems, business intelligence, FX and derivatives.
Townsend Analytics, A Lehman Brothers Company
Operations
Vice President, Head of Client Service
Reorganized service model to ITIL framework and revamped service desk tech stack reducing response and resolution times more than 90% while reducing cost to serve by 25%
TD Ameritrade Holding
Sales
Vice President
Turned around branch losing $15m per quarter into consistent top performer.
Opened new office and led top performing team.
Professional Selling and Coaching Skills certification.
Science of Sales.
Opened new office and led top performing team.
Professional Selling and Coaching Skills certification.
Science of Sales.
TD ameritrade
Operations
Vice President
Created risk management division.
Reduced risk losses 98%.
Reduced risk losses 98%.
TD Ameritrade
Operations
Vice President
Built regional HQ from 16 people to 450 people.
Created and managed recruiting, training, licensing and certification program.
Ran operations group pilot program.
Finra Series 4, 7, 9, 10, 24, 63, 65 licenses
Professional Selling and Coaching Skills certification.
Created and managed recruiting, training, licensing and certification program.
Ran operations group pilot program.
Finra Series 4, 7, 9, 10, 24, 63, 65 licenses
Professional Selling and Coaching Skills certification.