18
years

Years of Experience

8/17

Member Since

Big 3 Consulting (MBB)
Top Consulting Firms

Experience

 
Independent Consulting Management Consulting
Consultant
10/2016 - Present
I provide strategic consulting services to firms. I work with firms in a range of sectors and I have a deep specialty in financial services.

Types of projects: Market sizing; New market entry; Market research; Competitor analysis; Product prioritization; Financial forecasting
World Economic Forum Corporate Strategy & Development
Senior Project Manager, Investors Industries
01/2013 - 09/2016
- Thought leadership
- I co-authored 8 strategy/policy reports on strategic trends in banking, asset management, alternative investments, and the retirement industry
- Project/people management
- I managed and completed multiple projects (from ideation/resourcing/staffing/partnership development/scoping/oversight/launch)
- Relationship management/business development
- I identified and cultivated 30+ new relationships with senior business/investment/government leaders
McKinsey & Company Management Consulting
Senior PE Analyst (Staffed as Associate)
02/2006 - 07/2010
Management Consulting
- Strategy engagements (new market entry, new product development, organizational design, price benchmarking, marketing strategy)
- Research (focus on alternative investments: private equity, hedge funds, pension funds, sovereign wealth funds)
FXAll Start-Up
Business Analyst
04/2005 - 02/2006
Business analysis for the CFO and CMO
- Improved the success of sales teams through pipeline conversion and customer/product segmentation analysis.
- Created financial forecasting models that helped the executive team set firm level strategic planning targets.
Ellipsis Start-Up
Business Analyst
05/2003 - 09/2004
Business analysis for the CEO and CTO
- Improved the success of sales teams through pipeline conversion and customer/product segmentation analysis.
- Created financial forecasting models that helped the executive team set firm level strategic planning targets.