Functional Skills

Change Management / Org Design
Finance Transformation
IT Transformation
M&A Support
Organizational Design
Post-Merger Integration
Process Design / Re-engineering
Program Management
Project Management
Artificial Intelligence
Robotic Process Automation
User Experience Design (UX)
Software Architecture
Agile Software Development

Software Skills

Dax
Figma
G Suite
InVision
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Monday
Smartsheet
Workday
PowerBI

Sector Experience

Media & Entertainment
Manufacturing
Financial Services
Technology
Life Sciences & Pharma
8
hours

Avg Response Time

2
jobs

Jobs Completed

336
hours

Total Hours Logged

13
years

Years of Experience


Notable Clients

Amgen
JPMorgan Chase & Co

Big 4 Accounting
Top Consulting Firms

Experience

 
Simpel and Associates, LLC Management Consulting
Managing Consultant
10/2016 - Present
SEPTEMBER 2016 - CURRENT
Founder of a boutique firm that specializes in complex change programs for Fortune 1,000s and Private Equity portfolio companies

• Launched a patented Artificial Intelligence product that has been statistically shown to reduce program costs by 30-50%. Implemented the technology across Fortune 500s including a global leader in securities clearing and settlement and a global media company
• Advised a Private Equity portfolio company in the media & telecommunications industry on modernizing and adding transparency to strategic planning and global operations. Results included a successful company sale out of bankruptcy within 1-year
• Transformation lead for a global, $100MM program at a F500 financial services company. Over 14-months, managed a $50MM portfolio of projects that included outsourcing day to day operations, marketing modernization, organization design and implementing core IT infrastructure. Exceeded in year and projected savings and revenue goals

Deloitte Management Consulting
Manager
10/2014 - 10/2016
Advised Fortune 500 bank and financial services organizations on large scale change and organization design programs

• Designed the technology architecture and implementation plan for the modernization of global marketing operations at a leading professional services firm
• Implemented a new operating model for a 20,000 person IT and Ops organization as part of a $500MM cost savings initiative. Stood up 6 centers of excellence supporting PMO and cloud services
• Operating model lead for the reorganization of a global asset manager. Implemented a local/central model for U.S. operations

Capco Management Consulting
Principal Consultant
02/2013 - 09/2014
Advised Fortune 500 bank and technology organizations on large scale change and organization design programs

• Program lead for outsourcing front, middle and back-office operations at a global wealth manager. Oversaw 20+ work streams including operating model design and change management
• North America integration lead for a Fortune 500 fintech. Stood up new global relationship management and product management
functions at what is now a 50,000+ person company

PricewaterhouseCoopers (PwC) Management Consulting
Manager
03/2011 - 02/2013
Consultant on organization design and large-scale change programs at Fortune 500 banks

• Led efforts to stand up a new SWAP Dealer at a leading investment bank. Oversaw multiple teams including planning and program delivery efforts. Included implementation of new technology and novating trades for a regulator-imposed deadline
• Restructured the third-party vendor program for one of the largest mortgage servicers in the U.S. Implemented a new vendor management and audit program and trained a national audience on new processes. Program was extended to other areas including auto servicing and legal operations
• Global program lead for an investment bank’s multi-year effort to satisfy FATCA regulatory requirements. Delivered future state design and implemented planning and governance for phase 2 (implementation)