Head of Agile for the venture capital innovation group
• Leading agile for New York venture capital team
• Developing and enhancing agile processes
• Product Owner for mission-critical portfolio management platform upgrade for deal status, financials, data & vertical news feeds
• Working with Portfolio Manager and data team to define and execute on metric and KPI data feeds
• Manage teams globally, scrum master for 8 teams, and providing training and long term coaching

Leading the Agile Transformation at global technology firm business unit. Includes process improvement, Agile training,
• Agile coaching, KPI and metrics, due diligence on reviewing and selecting an enterprise Agile tool
• Research and create a library of Agile story templates.
• Working closely with management to leverage Agile, develop stories and dependencies, Agile Frameworks and a comprehensive Playbook within a key enterprise group

- Build sales presentation materials with Managing Partners, coordinate strategic marketing effort
- Perform due diligence in enterprise communications platform(s), configure users, permissions/access
- Lead vendor due diligence for financial/general ledger platform
- Develop digital strategy, negotiate domain names, move DNS records, build-out site infrastructure, manage branding & marketing team & website content strategy
- Lead project management processes & platform for collaboration

Core member of team for boutique consulting firm to engage with Fortune 100 banking and insurance institutions to
transform, define process and documentation to implement Big Data transformations and optimization. As a key component
I have worked on Agile Transformation to help drive these organizations from a project to product organization, created
new working models and presented to Workstream management to drive efficiency for new applications developments and
analytics platforms

Develop new software product within the manufacturing vertical leading to process automation and cost savings, define business requirements, marketing initiatives, technical vendor analysis and selection, and product management structure. Present regularly to CIO, COO, and CMO

Lead digital strategist in FSO (Financial Services Office) advising major banks, brokerages, and insurance firms on methodology, strategy, roadmaps, and implementation to transform their organizations into more profitable digital enterprises to increase customer acquisition and retention, as well as lower costs

Hired to develop a cohesive strategy practice. As key member of leadership team, drove the growth of the practice, expanded engagements in digital and content strategy, and established strong project management discipline. Developed new clients to broaden the group’s focus into a wide-ranging set of verticals. Led core engagements with a JPMorgan Chase, GE, Amex, Mars Inc, BNY Mellon, Liberty Mutual and other Fortune 100 firms.

Drove digital strategy and product development for large-scale engagements. Created programs for C-level and Senior Director clients to transform the digital channel into client’s primary content and marketing tool, allowing them to drive lead generation, optimize content workflows and monetize their digital properties. Worked closely with agency CEO and Partners to create long-term client relationships with global perspectives. Owned portfolio of engagements with firms such as Bloomberg, GE,

Managed projects across portfolio of client engagements and partnered with marketing team to offer strategic guidance to
clients. Successfully led multiple digital pitches with wins in excess of $5 mil. Responsible for client engagement, digital
strategy and profitability. Directed team of Associate Directors and Managers with three direct reports, while partnering with
Marketing, Creative, Strategy and Technology capabilities to drive projects to successful completion.

Directed strategic projects across a portfolio of client projects. Member of Client Service Team (CST) responsible for client
engagement, digital strategy, solution quality and profitability. Managed resource allocation for client services for 20 team
members and on projects up to $3MM. Managed and mentored 3 direct reports.