Independent management consultant with expertise in private equity due diligence, business plans, strategic planning, and turnarounds. In addition to serving proprietary clients, worked as an associate consultant (Engagement Manager and Subject Matter Expert) on behalf of First Manhattan Consulting Group, MMG Partners, Balanced Business Advisors, Spence Partners, and Lumina Consultants.

Executive (senior management team) at Gloo, which provides platforms, data insights, and tools for corporate training, people development, and personal growth ($16+ million in revenue in 2017). Provided leadership and input on strategic business models and overall corporate strategy with focus on product evolution, sales strategies, pricing, and new market development.

Program Manager for 360 Program, which oversaw enterprise-wide Corrective Action Plan to return bank to “well-managed” status with both the Office of the Comptroller of the Currency (“OCC”) and the Federal Reserve Board (“FRB”) following signing of Deferred Prosecution Agreement with US Department of Justice. Worked directly with CEO and her direct reports to identify and address areas of improvement.

CFO of financial services technology (fintech) and consulting company (formerly known as Open Finance Network) which provided “straight through processing” solutions for Registered Independent Advisors (RIAs) through its technology platform. Oversaw financial operations, managed capital raising process, and helped wind down company after CEO did not agree to investment terms with two private equity companies.

Co-Founder of export-import market data intelligence and consulting company. Helped raise $12 million in startup capital and oversaw all key aspects of operations, including finance, HR, and legal. Helped formulate revenue strategy and achieve first $10 million in annual recurring revenue. Datamyne was sold to Descartes Systems Group for over $50 million.

Conducted private equity due diligence, strategic sourcing, new product development, and revenue strategy products. Served as project manager, Subject Matter Expert, and primary client liaison.

Conducted company valuations, built spreadsheet models, created pitch books and client presentations.