Functional Skills
Business Analysis
Business Development
Business Operations
Change Management / Org Design
Commercial Due Diligence
Financial Management
Growth Strategy
Organizational Design
Program Management
Strategic Planning
Training and Coaching
Business Unit Strategy
Primary Research
Market Research
Data Analysis
Software Skills
SQL
Qualtrics
Microsoft Office
think-cell
Sector Experience
Financial Services
Healthcare
Industrials
Social & Public Sector
Technology
Experience
CarterIsiaq Consulting
Management Consulting
Managing Director
1/2022 - Present
Boutique Service-Disabled Veteran-Owned Small Business" (SDVOSB) consultingfirm specializing in
strategic advisory, operational services,financial &program management, and organizational design &
strategy humanfor public, andprivate sector companies
● Managing Director; 2022-Present
Responsible for leading client engagements to ensure customer success, developing and executing strategic vision to expand portfolio of clients
● Select projects include:
• Led a turnaround strategy and operational improvement engagement for a government-services contractor
supporting the Small Business Administration; achieving a 60% performance increase within 90 days and
strengthening positioning for future contract growth
• Advised clients on regulatory, macro-economic, and tariff impacts; equipping leadership to forecast business performance and identify strategic growth opportunities
• Directed 5+ Commercial Due Diligence and Growth Strategy engagements for Private Equity clients on
acquisitions averaging ~$20m; providing insights that shaped investment theses and supported portfolio business development
• Delivered a growth strategy and market research assessment for a cosmetic startup; defining KPIs that enabled ~$250k in small-business grants and improved attractiveness to investors and partners
strategic advisory, operational services,financial &program management, and organizational design &
strategy humanfor public, andprivate sector companies
● Managing Director; 2022-Present
Responsible for leading client engagements to ensure customer success, developing and executing strategic vision to expand portfolio of clients
● Select projects include:
• Led a turnaround strategy and operational improvement engagement for a government-services contractor
supporting the Small Business Administration; achieving a 60% performance increase within 90 days and
strengthening positioning for future contract growth
• Advised clients on regulatory, macro-economic, and tariff impacts; equipping leadership to forecast business performance and identify strategic growth opportunities
• Directed 5+ Commercial Due Diligence and Growth Strategy engagements for Private Equity clients on
acquisitions averaging ~$20m; providing insights that shaped investment theses and supported portfolio business development
• Delivered a growth strategy and market research assessment for a cosmetic startup; defining KPIs that enabled ~$250k in small-business grants and improved attractiveness to investors and partners
Pointe Advisory
Operations
Director of Operations
1/2022 - 1/2023
Boutique growth strategyfirm serving F500 clients and mid-market Private Equity Investmentfunds
Director of Operations;
● Appointed by the Managing Partner to fill the newly formed Director of Operations position. Responsible for
creating cross-functional organizational standard operating procedures, revision of organization KPIs and
leading the daily activities for 8-10 direct reports across 4 functional areas supporting the critical operational priorities for 50+ staff members.
Select Projects include:
• Spearheaded and implemented new 3rd party contractor management and financial reporting systems, reducing the time by ~45% and associated costs by ~25%
• Developed operational and financial roadmap to convert an internal cost center to a profit center forecasted to generate $1.5m annual revenue by 2026
• Managed the firm's transition to a new employee benefits system including retirement savings accounts, health insurance, and benefits navigation platform
• Coordinated activities across construction, technology support, and internal stakeholders in support of the firm's move to newly constructed office space with minimal interruption to work activity
• Managed hiring initiative to determine the firm's forecasted staffing needs and interview process of
experienced and undergraduate candidates leading to ~15% headcount growth
Director of Operations;
● Appointed by the Managing Partner to fill the newly formed Director of Operations position. Responsible for
creating cross-functional organizational standard operating procedures, revision of organization KPIs and
leading the daily activities for 8-10 direct reports across 4 functional areas supporting the critical operational priorities for 50+ staff members.
Select Projects include:
• Spearheaded and implemented new 3rd party contractor management and financial reporting systems, reducing the time by ~45% and associated costs by ~25%
• Developed operational and financial roadmap to convert an internal cost center to a profit center forecasted to generate $1.5m annual revenue by 2026
• Managed the firm's transition to a new employee benefits system including retirement savings accounts, health insurance, and benefits navigation platform
• Coordinated activities across construction, technology support, and internal stakeholders in support of the firm's move to newly constructed office space with minimal interruption to work activity
• Managed hiring initiative to determine the firm's forecasted staffing needs and interview process of
experienced and undergraduate candidates leading to ~15% headcount growth
EY-Parthenon
Management Consulting
Director
1/2018 - 1/2022
Formerly The Parthenon Group, a global strategy consultancy acquired by Ernst & Young in 2014
● Director; Led teams of 3-5 on growth strategy and commercial due-diligence engagements; guiding quantitative data
analysis, qualitative research methods, and executive-level findings presentation to inform private equity and
corporate clients on their most pressing investment questions.
Select Projects include:
• Developed and executed quantitative and qualitative research plans, and post-merger integration plan, for a buy-side commercial due diligence assessment on a AI-assisted community engagement SaaS platform projected reach a valuation of $300M by 2025
• Directed a team of 4 during a macroeconomic forecasting engagement evaluating supply & demand drivers for a ~$25B mineral resources industry with follow on GTM strategy development within the renewable energy market, competitive landscape analysis, and the implied impacts on global pricing
• Led a team of 5 on a commercial due-diligence and strategic growth assessment on a energy transmission & distribution services provider, valued at ~$150M, aiming to achieve 35% forecasted growth targets by 2025 via organic and inorganic growth levers
• Managed a team of 6 on a commercial due diligence for a telecommunications and energy construction services provider valued at ~$75M; developed a primary and secondary research plan for subsequent growth strategy framework to realize ~12% in annual growth from new market entry or M
● Director; Led teams of 3-5 on growth strategy and commercial due-diligence engagements; guiding quantitative data
analysis, qualitative research methods, and executive-level findings presentation to inform private equity and
corporate clients on their most pressing investment questions.
Select Projects include:
• Developed and executed quantitative and qualitative research plans, and post-merger integration plan, for a buy-side commercial due diligence assessment on a AI-assisted community engagement SaaS platform projected reach a valuation of $300M by 2025
• Directed a team of 4 during a macroeconomic forecasting engagement evaluating supply & demand drivers for a ~$25B mineral resources industry with follow on GTM strategy development within the renewable energy market, competitive landscape analysis, and the implied impacts on global pricing
• Led a team of 5 on a commercial due-diligence and strategic growth assessment on a energy transmission & distribution services provider, valued at ~$150M, aiming to achieve 35% forecasted growth targets by 2025 via organic and inorganic growth levers
• Managed a team of 6 on a commercial due diligence for a telecommunications and energy construction services provider valued at ~$75M; developed a primary and secondary research plan for subsequent growth strategy framework to realize ~12% in annual growth from new market entry or M
EY-Parthenon
Management Consulting
Consultant
1/2018 - 1/2021
Responsible for developing research plans and processes as a workstream led on ~20+ commercial due
diligence engagements across the Education, Healthcare, Technology, and Industrials sectors collaborating with senior managers to analyze over 50,000 mergers/acquisitions to improve strategic advice to client
companies.
Select Projects include:
• Led primary research interview workstreams. conducting 75+ VOC and market participant interviews in
support of a go-to-market and growth strategy engagement for a K12 Ed-tech company projected to grow ~136% in 5 years
• Managed customer & market participants surveys across 6 commercial due-diligence engagements evaluating construction-services providers generating $100-$250M in annual revenue
• Directed macroeconomic forecasting workstream for a pre-investment assessment for a ~$250M after-market logistics services company and growth strategy development for their expansion into a ~$10B robotics market opportunity
diligence engagements across the Education, Healthcare, Technology, and Industrials sectors collaborating with senior managers to analyze over 50,000 mergers/acquisitions to improve strategic advice to client
companies.
Select Projects include:
• Led primary research interview workstreams. conducting 75+ VOC and market participant interviews in
support of a go-to-market and growth strategy engagement for a K12 Ed-tech company projected to grow ~136% in 5 years
• Managed customer & market participants surveys across 6 commercial due-diligence engagements evaluating construction-services providers generating $100-$250M in annual revenue
• Directed macroeconomic forecasting workstream for a pre-investment assessment for a ~$250M after-market logistics services company and growth strategy development for their expansion into a ~$10B robotics market opportunity
United States Army
Other
Captain (O3
1/2009 - 1/2016
Led cross-functional teams from 3-5 to 20+ in size, both domestically and in combat operations overseas.Routinely trusted by senior commanders to manage complex tasks leading to diverse roles ranging from operational strategic development & planning to organization personnel management, intelligence gathering, tactical execution, and cross-agency support integration