Sector Experience

Financial Services
Business Services
Technology
18
years

Years of Experience

7/18

Member Since


Fortune 500

Experience

 
Moody's Analytics Corporate Strategy & Development
Director, Strategy & Analytics
11/2015 - 03/2018
Led growth of a global internal strategy group providing impactful insights, guidance and action plans.
• Oversaw scoping and delivery of projects combining client interviews, financial / statistical analysis, market / competition assessment, and evaluation of internal capabilities.
• Defined firm-wide pricing principles and processes, and led rollout across 5k products and 5 businesses.

Epsilon Management Consulting
Vice President
08/2013 - 10/2015
Vice President, Analytical Consulting, led team of 3 delivering actionable analysis for 1 of the top 4 U.S. banks. Optimized customer engagement programs across offline and digital channels, based on evaluation of interactions and promotions.

As Vice President, Industry Strategy - Financial Services, supported growth of firm’s largest portfolio through consulting on digital marketing. Defined plans to increase return on marketing investment for >10 leading banks.

American Express Corporate Strategy & Development
Vice President, New Business and Product Development
03/2011 - 08/2013
Created new businesses to diversify corporate revenue, combining internal assets with external alliances. Managed team of 5 and matrixed supporting resources.
• Developed digital marketing alliance for B2B providers (e.g. AT&T, FedEx). Led team in market research, product design / development, and partnership negotiations.
• Engaged with over 25 Fintech and Martech startups and venture capital firms to assess / negotiate strategic partnerships and investments.

American Express Corporate Strategy & Development
Director, Industry / Business Development
07/2006 - 03/2011
Director, Business Development (Digital Channels), Merchant Services (2008 – 2011)
Managed team of 4 to grow credit card spending in online, mobile, and automatic bill payment channels.
Director, Industry Development (Telecommunications), Merchant Services (2006 – 2008)
Promoted to manage a team of 3 to drive incremental volume growth in $12B spend segment.

American Express Corporate Strategy & Development
Senior Manager, Strategic Planning
06/2004 - 07/2006
Hired into internal consulting group providing strategic guidance to executives across business units.

Pfizer Marketing
Summer Associate, Global Market Analytics, Viagra
06/2003 - 08/2003
Led Viagra prospect research study, created marketing program, and analyzed salesforce activity, impact.

IBM Global Services Management Consulting
Associate Consultant; Senior Analyst; Analyst, Business & Customer Strategy
06/1999 - 08/2002
Developed digital business initiatives for Fortune 100. Supervised and mentored analysts.