Functional Skills

Business Planning
Competitive Landscaping
Financial Modeling
Go-to-market Strategy
Succession Planning
Leadership Development
Organizational Leadership
Communications
Instructional Design
Workshop Facilitation

Software Skills

Asana
Canva
G Suite
Hubspot
Microsoft Office
Quickbooks
Zapier

Certifications

Six Sigma Green Belt

Sector Experience

Healthcare
Travel & Hospitality
Financial Services
Technology
Life Sciences & Pharma

Languages

English
21
years

Years of Experience

5/18

Member Since


Fortune 500

Experience

 
Elicit Consulting Management Consulting
Founder & CEO
01/2014 - Present
Provide executive advisory and strategic consulting services to clients, including Fortune 1000 companies and their employees, governmental officials and entities, successful entrepreneurs, real estate developers, medical practices, attorneys and law firms, prominent retailers, and Ivy league academic institution. Deliver innovative, sustainable, tangible solutions grounded in evidence-based neuroscience, management science and empirical case studies.

S&P Global Corporate Strategy & Development
Associate Director
11/2010 - 10/2013
Analyst delivering ratings and and analyses of ratings evaluation scenarios to highly levered issuers in Retail, Consumer Products, and Healthcare. Occasional analysis for Hospitality, Gaming, and Lodging.
Designed an onboarding program for new hires and for tenured employees transferring between sectors.
Contributed to process improvement, operational efficiency, and cultural redesign.

M&T Bank Corporate Strategy & Development
Relationship Manager
07/2008 - 10/2010
Commercial lender for high net worth individuals exposed largely to real estate (and some middle market and nonprofit), including land acquisition, ground-up construction, renovations, and other development. Performed sales prospecting and examination of credit worthiness, pitched term sheets to prospective borrowers and then prospective loan analyses with terms and conditions to the senior loan committee at the bank.
Managed the highest risk portfolio -- hospitality -- for the bank.

DaVita Management Consulting
Redwoods Associate
05/2007 - 09/2007
Directly supported senior management through leadership in 3 projects: business development on Native American reservations, marketing during an M&A integration, talent sourcing from the U.S. military.

Kaplan Professional Management Consulting
Consultant & Corporate Ambassador
02/2002 - 08/2006
Excelled as an instructor of executive education and test preparation. Specialized in catering to Fortune 50 clients in instruction, curriculum design, and strategic learning & development customized initiatives.