Functional Skills

Product Strategy
Go-to-market Strategy
Process Design / Re-engineering
Growth Strategy
Strategy Development

Sector Experience

Financial Services
Business Services
Technology
Real Estate
Automotive
24
years

Years of Experience

3/20

Member Since


Big 3 Consulting (MBB)
Fortune 500
Top Consulting Firms

Experience

 
Agile Advisory Management Consulting
President
08/2014 - Present
Providing deep & actionable insights to organizations & private investors (hedge/PE/VC funds) on-GTM, innovation, strategy, market insights, capital raising, & competitive intel. Many projects in software, automotive, digital, insurance, & financial services.
* Growth strategy plan for middle-market PE portfolio insurance company
* Created new growth, digital transformation plans for PE-owned RIA/IBD
* Advising fast growth early stage EU digital marketplace on new product development

Assurant Other
Senior Vice-President, National Accounts & Digital Automotive
06/2018 - 12/2019
After sale of The Warranty Group to Assurant (NYSE: AIZ,) continued to lead the Digital Automotive business for world’s largest automotive warranty business serving 48 million vehicles globally. Assurant is a Fortune 500 company.
• Successfully revitalized $200M P&L from multi-year decline - exceeding revenue plan by 40% & income by 14%
• Grew Digital Automotive business to 4 digital automotive clients with industry leading market share
• Licensed in Property & Casualty Insurance

THE WARRANTY GROUP (Acquired By Assurant) Other
Executive Vice-President, National Accounts & Digital Automotive
04/2017 - 06/2018
Recruited by private equity owners (TPG Capital) of the world’s largest automotive warranty business in preparation for sale of this insurance co. Products are sold through the leading dealers, lenders, digital automotive, & shared economy companies.
• Company acquired by Assurant (NYSE: AIZ)
• Managed $200M P&L
• Built Digital Automotive distribution channel business
• Built company’s first digital platform for online automotive service contract sales

KREDIBLE (Acquired By Wisdom Tree) Start-Up
Chief Operating Officer (COO)
12/2014 - 08/2016
A machine-learning, NLP back-end based on big data & deep proprietary primary research delivered in a SaaS platform. This HRTech product helps professionals & job seekers understand & improve their online credibility. Managed the Marketing, Product, Technology, Research, Content, & Partnerships teams.
• Acquired by Wisdom Tree (Nasdaq: WETF)
• Team raised 2 rounds of funding
• Built a product & development team, est. an agile software dev. process
• Co-inventor on a pending NLP/ML patent

DEALERMATCH (Acquired By Cox Automotive) Start-Up
Co-Founder, Customer Strategy Officer
11/2011 - 09/2014
Wrote the business plan & raised over $45M through multiple rounds for a socially enabled, big data B2B marketplace that disrupted the 20 million wholesale used car transactions in the US. The unique buyer-pull marketplace was built on a SaaS business model. Built & managed several teams including Marketing, Product, Sales, Business Development, & Customer Support.
• Company acquired by Cox Auto
• Built the initial product team

MANHEIM Other
Director of Online Dealer Operations
04/2007 - 11/2011
Promoted after reorg. to manage evolution of online portfolio of mature, semi-mature, & new growing B2B businesses through product lifecycles. Direct product management for online transaction businesses for Manheim, world’s largest provider of used vehicle services. Businesses consist of 2.5M+ vehicles listed online, ~800K sold online, $100M in revenues, growing >50%. Manage ~$3.5M operating budget, $2M+ capital budget & 9 professionals

ONLINE VEHICLE EXCHANGE (Merged with Manheim) Start-Up
Co-Founder, Director of Product Management
07/2005 - 04/2007
Founding management team member of disruptive wholesale automotive online marketplace.
• Company merged with Manheim
• Grew wholesale automotive marketplace to $18M & 17K B2B customers in 18 months
• Built team of 7 professionals while meeting or exceeding individual goals
• Established customer needs assessment & prioritization process to guide sales team in handling opportunities
• Defined processes, procedures, pricing & customer solutions’ strategy

AUTOTRADER.COM Start-Up
General Manager
07/1998 - 01/2001
P&L responsibility for creation & launch of eBay-AutoTrader.com. eBay-AutoTrader.com - Internet's largest used car auction site & jointly operated with eBay. Built team: Customer Service, Bus. Dev, Sales Liaison, & IT.
• Built revenues to $6M+ annual run rate in less than 9 months through development of marketing & field sales-force plans, comprehensive customer service processes, & customer-centric web-based tools
• Created national dealer customer base of ~650
• $14.5M marketing budget

Boston Consulting Group Management Consulting
Associate Consultant
05/1996 - 05/1998
Advised senior management of Fortune 500 companies regarding strategic, operational, & competitive issues.