Trusted advisor to startups and growth-seeking healthcare, digital health, finance technology, and other teams across:
- Visioning and collaborative innovation
- Strategy assessment, ROI validation, and activity/portfolio prioritization
- Strategic planning
- Operations and organization alignment
- Project management and execution

Passionate about creating novel opportunities to grow, optimize outcomes, increase value, and maximize stakeholder satisfaction...and having a blast doing it!

Led projects in patient-as-customer retention, financial transformation, new product piloting, and clinical integration. Built the strategy and business development team, leading partnerships and acquisitions, pricing, strategic planning, sales planning and execution, target market identification, and proposal development for health plans, systems, and other strategic delivery system targets. Contracts for solutions from $1M to over $5M per year. Revenue increased by over 100% during tenure.

Advised clients with global business operations, recommending and implementing alternate organizational structures (i.e., shared service centers, center-led R&D) and other courses of action to maximize profit. Developed pricing strategies and operating models for new and existing products and services, including financial forecasts based on scenario analysis of key economic, regulatory, business drivers.

Built a financial services practice delivering efficient ways to grow assets, right-size risk, mitigate potential losses and attain financial goals across a variety of financial products and services.

Created and led an internal consulting group that identified and implemented strategic and operational programs across the commercial aerospace, aircraft services, and crude oil distribution lines of business. Increased margins and speed to market with solutions that matched demand for fuel and crude to available supply. Optimized pricing via predictive deal analytics and systems-based access to market makers. Led business intelligence, CRM, and executive analytics/reporting initiatives.

Directed initiatives to enhance operations and increase profits using supply chain management, restructuring, process improvement, organization alignment and strategic planning.
- Led the PMO for $3.5 billion healthcare acquisition that exceeded synergy target by more than 105%.
- Redesigned customer loyalty program for commercial aerospace company to maximize retention of highest paying customers.
- Ran strategic sourcing program for a $4 billion paper company, saving 15% on global spend.

Created international pricing strategies, led valuation studies, and recommended strategies to monetize intangible assets. Work was used for tax litigation support and SEC filings, requiring knowledge of GAAP, FASB, OECD Guidelines, and IFRS to prepare financial statements and analytics.

Developed asset migration and valuation models, financial projections, and led benchmark and industry analysis studies. Provided litigation support for intercompany pricing structures, property transactions, restructurings, and other matters challenged by IRS or international taxation authorities.