Functional Skills
Business Analysis
Data Strategy
Data Governance
Data Management
Data Visualization / Reports
Process Design / Re-engineering
Program Management
Project Management
Change Management / Org Design
Vendor Management
Business Unit Strategy
Go-to-market Strategy
Artificial Intelligence
Customer Relationship Management
Software Skills
AWS
Artificial Intelligence
Microsoft Excel
Microsoft PowerPoint
Microsoft Office
Microsoft Visio
Microsoft Word
Certifications
CSMCertified Scrum Master
SASMSAFe Advanced Scrum Masters
Sector Experience
Financial Services
Healthcare
Life Sciences & Pharma
Social & Public Sector
Technology
Notable Clients
TAO Digital Solutions
Big 4 Accounting
Top Consulting Firms
Experience
Deloitte
Management Consulting
Manager (External), Green Dot Office of the Chief Data & Analytics Officer (OCDAO)
1/2025 - Present
Summary: Partnered with 5+ teams and 10 senior leaders across Deloitte US to review third-party data and content spend, uncovering savings via contract consolidation, targeted use cases, and stronger commercial terms.
Data & Content Spend Rationalization: Analyzed 50+ vendors and 400+ contracts using Generative AI and traditional methods; identified duplicative spend and unfavorable terms, segmented suppliers by spend, complexity, and strategic value, and developed negotiation playbooks with quantified savings scenarios, enabling multi-million-dollar cost reductions and a firm-wide contract renegotiation roadmap.
Data & Content Spend Rationalization: Analyzed 50+ vendors and 400+ contracts using Generative AI and traditional methods; identified duplicative spend and unfavorable terms, segmented suppliers by spend, complexity, and strategic value, and developed negotiation playbooks with quantified savings scenarios, enabling multi-million-dollar cost reductions and a firm-wide contract renegotiation roadmap.
TAO Digital
Management Consulting
Senior Program Manager, Technology & Operations, Digital Products
9/2023 - 12/2024
Summary: For a MedTech Client (with an initial addressable US market of ~2M individuals), directed a cross functional team of 15+ members across four countries to design, develop, and launch a patient portal for a new consumer-facing medical device.
Phase 1 (4 months): Facilitated 20+ workshops with technology and business stakeholders to analyze 10+
processes, define system configuration needs, and create an architectural blueprint, MVP requirements, design specifications, and implementation roadmap for the patient portal.
Phase 2 (8 months): Built and led a cross-functional team of 15+ members, including engineering, QA, architecture, and data experts, to establish AWS infrastructure, implement patient portal MVP, and integrate with external systems/organizations; guided the team through multiple pivots and scope changes as the company refined its go-to-market strategy, balancing prioritizing the backlog while de-risking potential needs.
Phase 1 (4 months): Facilitated 20+ workshops with technology and business stakeholders to analyze 10+
processes, define system configuration needs, and create an architectural blueprint, MVP requirements, design specifications, and implementation roadmap for the patient portal.
Phase 2 (8 months): Built and led a cross-functional team of 15+ members, including engineering, QA, architecture, and data experts, to establish AWS infrastructure, implement patient portal MVP, and integrate with external systems/organizations; guided the team through multiple pivots and scope changes as the company refined its go-to-market strategy, balancing prioritizing the backlog while de-risking potential needs.
Deloitte
Management Consulting
Manager (External), Green Dot Office of the Chief Data Officer (OCDO)
9/2021 - 8/2023
Summary: Led 5+ strategic initiatives aimed at advancing Deloitte's US Data Strategy, focusing on safeguarding trust, enabling value creation, maximizing cross-business capabilities, and driving enterprise efficiencies; collaborated with 25+ Principals, Partners, and Managing Directors from across Deloitte US Businesses; launched the Data & Insights Center of Excellence under the direct leadership of the Deloitte Green Dot Chief Data Officer.
Data & Insights Center of Excellence (D&I CoE): Engaged 20+ data and risk leaders across Deloitte US to define and develop the D&I CoE Framework, Operating Model and Playbook to standardize, modernize and scale data acquisition and ethical usage; piloted the D&I CoE with 50 use cases, impacting 300+ practitioners.
Chief Data Officer (CDO) Executive Transition Labs: Supported Transition Labs with Fortune 1000 CDOs; led interviews with the CDO's Senior Leadership Team; supported the facilitation of the Transition Labs, focusing on time management, talent assessment, relationship management and key priorities.
Data & Insights Center of Excellence (D&I CoE): Engaged 20+ data and risk leaders across Deloitte US to define and develop the D&I CoE Framework, Operating Model and Playbook to standardize, modernize and scale data acquisition and ethical usage; piloted the D&I CoE with 50 use cases, impacting 300+ practitioners.
Chief Data Officer (CDO) Executive Transition Labs: Supported Transition Labs with Fortune 1000 CDOs; led interviews with the CDO's Senior Leadership Team; supported the facilitation of the Transition Labs, focusing on time management, talent assessment, relationship management and key priorities.
Deloitte
Management Consulting
Senior Consultant, AI Strategy (06/2019 - 08/2021)
9/2014 - 8/2021
Summary: Co-led or contributed to 25+ engagements across 15 clients in the Public Sector, Financial Services, Insurance, and Healthcare industries, representing millions in direct firm revenue; contributed to an additional $5M in sales through proposals, presentations, and other sales/marketing activities; routinely collaborated with and presented to C-Suite, Deputy Ministers, Minister's Office, and other top-level leaders.
Healthcare Client (20M annual patient visits): AI Strategy and Roadmap, Strategy Stream Lead (3 months): Defined comprehensive AI Strategy Program and Automation Roadmap to transform business and create best-in-class customer/patient experience; conducted 15+ interviews with senior leaders; identified 30 high value improvement opportunities to meet target of 550 FTE reduction over 3 years, saving $20M+ total.
Financial Recovery Strategy (5 months): Reviewed an Ontario school board’s $600M budgetary process with CFO and Superintendents to create a multi-year strategy to save an estimated $30M.
Healthcare Client (20M annual patient visits): AI Strategy and Roadmap, Strategy Stream Lead (3 months): Defined comprehensive AI Strategy Program and Automation Roadmap to transform business and create best-in-class customer/patient experience; conducted 15+ interviews with senior leaders; identified 30 high value improvement opportunities to meet target of 550 FTE reduction over 3 years, saving $20M+ total.
Financial Recovery Strategy (5 months): Reviewed an Ontario school board’s $600M budgetary process with CFO and Superintendents to create a multi-year strategy to save an estimated $30M.