Functional Skills

Change Management / Org Design
Business Planning
Geographic Expansion
Go-to-market Strategy
Organizational Design

Software Skills

Google Analytics
Microsoft Excel
Microsoft Excel Macros
Microsoft Word
SurveyMonkey

Sector Experience

Financial Services
Business Services
Technology
Consumer Goods
Real Estate
25
minutes

Avg Response Time

28
years

Years of Experience

11/18

Member Since


Bulge Bracket Investment Banks
Fortune 500

Experience

 
SREVOLVE LLC Corporate Strategy & Development
CEO
05/2007 - Present
Advisor to business leaders, entrepreneurs, and C-Level executives on strategic direction and development. More than 20 years of experience working with industry leaders on growth strategies from startups and restructuring to corrective plan build-out across large global organizations.Strategic advisor on varied M&A, partnerships, and other corporate actions including PE investment. Leader of revenue diversification and risk mitigation strategy initiatives.



Credit Suisse Corporate Strategy & Development
Global Head of Strategy
12/2005 - 06/2007
Advised Global CEO and Board on all strategic/client-related issues. Filled leadership void, overseeing 300 prof. Member: Strategic Operating Comm and Credit Suisse Americas Foundation. Restructured products, target markets, and distribution. Managed transfer, closing, and startup of $50B assets guiding external consultants, executives/professionals, and US, UK/Swiss regulators. Drove complex restructurings turning $100MM loss into a profit in 12 mos. Evaluated many M&A opportunities.

Citigroup Start-Up
GLOBAL HEAD − TRANSITION MANAGEMENT / MANAGING DIRECTOR
01/2003 - 10/2005
Recruited to build out and execute from the ground up an expanded and restructured portfolio business model. Hired and mentored a team of traders, legal and compliance, and risk and investment professionals to create a global platform delivering optimal
portfolio restructuring strategies for global clients/consultants. Established Citigroup as an aggressive market entrant despite strong competition. Achieved market leadership position after 18 months.

DEUTSCHE ASSET MANAGEMENT Corporate Strategy & Development
Managing Director Various Roles
09/1996 - 06/2003
GLOBAL HEAD − TRANSITION MANAGEMENT / MANAGING DIRECTOR 2000-2003
Developed global business model and tailored platform to address local business conventions, market environment, client demands, and competitive landscape. Increased revenue more than 300% ($30MM) in a two-year period.
GLOBAL HEAD PRODUCT DEVELOPMENT 1996-2000