Functional Skills

Product Strategy
Pricing Strategy
Data Collection / Research
Primary Research
Secondary Research

Certifications

CPACertified Public Accountant

Sector Experience

Financial Services
Business Services
Technology
29
years

Years of Experience

5/21

Member Since


Big 4 Accounting
Fortune 500
Top Consulting Firms

Experience

 
Independent Consultant Product Management / Strategy
Pricing Strategy Consultant
01/2019 - Present
Pricing Strategy Consultant - Engaged with a Fortune 500 company in the transportation sector to develop a stand-alone pricing strategy for a software product that had previously been priced at cost plus and packaged along with hardware and services.

Pricing Advisor- Contracted with Simon-Kucher & Partners (SKP) to support Business Development efforts.

Fitli, Inc. Start-Up
Founder & CEO
01/2014 - Present
Fitli is a bootstrapped startup that provides online scheduling and business management software for small and independent fitness and wellness businesses.

Founded the company and led overall effort to design, build, and launch Fitli’s SAAS platform in 2016. Currently leading a distributed team to evolve the product offering, grow business and consumer user accounts, and increase revenue from subscriptions and payments.

Western Union Corporate Strategy & Development
Senior Director, Head of Global Pricing Strategy
08/2013 - 02/2016
Established a new global pricing function and initiated a pricing transformation program with a focus on pricing strategy, pricing technology, and near-term incremental revenue.

Significant emphasis on using data science for pricing decisions and applying a test and learn methodology to identify and scale new pricing models. Gained executive support and funding for a new pricing system. Implemented a series of quick win pricing actions with incremental revenue of $10M.

PayPal Product Management / Strategy
Director of Product & Head of Global Pricing
05/2010 - 08/2013
Defined and built a new global pricing function. Led 25+ professionals, including product, operations, technology, analytics, and strategy across multiple geographies. Developed pricing strategies for new and existing products and markets.

Successfully executed major global/cross-functional effort involving over 300 people and 30+ teams to build new pricing capabilities and execute a significant portfolio of price adjustments resulting in annual incremental revenue of >$200M.

PayPal Product Management / Strategy
Director of Product Financial Systems & Product Integration
08/2004 - 05/2010
Built and led a high-performing team of product managers through increasingly complex and geographically dispersed projects. Designed and led the development of a new settlement reconciliation system. Led large cross-functional team to implement new 3rd party billing system. Launched the PayPal China Finance function. Worked in Shanghai as temporary PayPal China Controller.

Novellus Systems Inc. Accounting
Corporate Accounting Manager / SAP Implementation Team
06/2002 - 08/2004
Corporate Actg Mgr: Led day-to-day accounting activities for several finance functions. Successfully executed a major initiative to reduce the duration of the global monthly close process by 50%.

SAP Implementation Team: Led key aspects of the design and configuration of the SAP system for several critical accounting processes. Traveled extensively to train and educate global finance teams on new systems and processes.

OpenRocket Start-Up
Co-Founder
08/2001 - 06/2002
After the internet bubble burst, I co-founded Openrocket as an online retailer focused on selling various consumer electronics via mostly Amazon and eBay. As a partner, I performed all activities from sourcing products and managing online listings to packing and shipping, and customer service. We grew the company to $200K in revenue during the 10 months in operation.

Synapta Product Management / Strategy
Various
08/1999 - 08/2001
Head of Finance & Accounting: Member of the core leadership team. Responsible for all aspects of Synapta’s finance and operations functions

Product Manager: Led the product and feature requirements gathering process for several clients including for the largest project in the company’s history. Tapped by President to join the leadership team and take over the finance function.

Project & Operations Manager: Managed the mission-critical daily operations of a key client, ClickAction

PricewaterhouseCoopers (PwC) Management Consulting
Senior Consultant- SAP Security & Business Process Controls Group
04/1998 - 08/1999
Led the SAP Security & Controls team on PetSmart’s SAP Implementation and Y2K project.

KPMG Management Consulting
Senior Financial Auditor
09/1995 - 04/1998
Planned and executed financial audits for private and public companies in the high-tech sector.