56
minutes

Avg Response Time

18
years

Years of Experience

1/16

Member Since


Big 3 Consulting (MBB)
Big 4 Accounting
Bulge Bracket Investment Banks
Fortune 500
Top Consulting Firms

Experience

 
Independent Consultant Other
Independent Consultant
06/2017 - Present
- Advising Catholic Charities of New York on a strategy to create a more resilient and effective network of 90+ agencies
that delivers $800M in services to hundreds of thousands of individuals within New York.
- Advised Citi Card’s AML Oversight team on a process redesign of its KYC onboarding program to maximize
operational effectiveness and minimize risk to the bank. Served as the Project Leader.

IPSoft Other
Engagement Manager
02/2017 - 05/2017
- Led a client engagement team of 7+ people that implemented customized artificial intelligence solutions for a major insurance company and a leading asset manager.
- Created a product strategy and roadmap for the introduction of new chat features in the flagship AI product.
- Managed 2 SOWs totaling more than $1M. Supported business development efforts with the sales team to extend the reach and impact of our flagship AI solution.

Confidential Start-Up
Founder and CEO
04/2015 - 08/2016
- Identified an untapped market demand for a subscription lunch service among a cross-section of New York City
professionals, with an addressable market of approximately $2M within a 300 block area of Manhattan.
- Increased subscription levels by 200% within a few weeks after launch and maintained a CSAT of 100%.

McKinsey & Company Management Consulting
Practice Manager
09/2012 - 03/2015
I was the COO for the Operations and Technology group within Banking and Securities. Please see my resume for more detail.

Morgan Stanley Operations
Vice President
01/2011 - 08/2012
- Led a strategic entitlements platform implementation that (1) cleared a Fed MRA regulatory finding that averted sanctions against the bank and (2) improved the management of entitlements risk related to segregation of duties (SoD)
that reduced man hours by 90%. Partnered with multiple stakeholder groups – business unit leads, information security, technology risk, and I.T. Created a governance structure and led a team of three people.
- Led a data quality initiative.

Protiviti Other
Senior Consultant
06/2010 - 12/2010
- Analyzed controls environments within the areas of information security, change management, and operations.
- Wrote and executed test scripts to ensure that controls are adequately assessed.
- Generated and analyzed testing results within the context of mitigating controls.

Deloitte Management Consulting
Senior Consultant
06/2005 - 07/2009
Worked with my clients on technology risk and controls issues. Please see resume for more details.

University of Pennsylvania Other
Systems Intern
06/2004 - 05/2005
Created an inventory application that tracked nearly 200 computers and peripherals in the library system, replacing a static spreadsheet. Significantly reduced maintenance time. Gathered requirements and translated into code.