Functional Skills

Business Analysis
Change Management / Org Design
Data Management
Data Transformation
Digital Transformation
Financial Modeling
Program Management
Project Management
Strategy Development
Business Process Outsourcing
Business Development
AI Agent Design
AI Strategy
Artificial Intelligence
AI Vendor & Tool Evaluation

Software Skills

Artificial Intelligence
Salesforce
Dynamics CRM

Sector Experience

Business Services
Financial Services
Technology

Notable Clients

MFS
PIMCO
State Street
Vanguard
Wells Fargo
Fortune 500
Top Consulting Firms

Experience

Beacon Advisory Partners Management Consulting
PRINCIPAL & MANAGINGDIRECTOR
1/2025 - Present
Launched boutique consultancy focused on helping capital markets firms adopt, scale, and operationalize generative AI technologies across front, middle, and back-office functions.
Accenture Management Consulting
SENIOR MANAGER – STRATEGY & CONSULTING
6/2012 - 5/2025
Management consultant within financial services helping clients achieve strategic objectives and adapt to emerging trends. Experience includes: op model design, business process redesign, industry benchmarking, RFP facilitation, risk mitigation, oversight models, and innovation integration.

As the Global Gen AI Lead for Accenture's capital markets industry consulting practice, I drive the exploration of gen AI solutions including envisioning the art of the possible, identifying high-impact use cases, standing up COEs, and establishing best practices for responsibleAI. I have spoken at industry conferences and have been quoted across publications on the topic.
Federated Investors Inc. Finance
FINANCIAL ANALYST - DECISION SUPPORT
9/2009 - 6/2012
Conducted analysis to support executive management decisions across corporate endeavors and product innovation including location strategy, mergers and acquisitions, fund & ETF launches, and strategic partnerships.
Cowen Execution Services LLC Finance
TRADING ANALYST
6/2009 - 8/2009
• Supported the corporate buyback trading desk including monitoring of trade execution, post trade compliance, and investor reporting.
• Managed the intake of trade orders from clients and communicated the end of day net trade result.
PNC Financial Services Finance
INTERNSHIP PROGRAM
5/2008 - 8/2008
• Analyzed investment manager performance across internal pension and 401 (k) programs to ensure greater risk-adjusted return.
• Supported creating the business case and recommendation of swapping outsourced investment managers.