Functional Skills
Business Analysis
Business Operations
Business Development
Change Management / Org Design
Data Governance
Data Strategy
Data Management
Data Migration
Data Modeling
Data Visualization / Reports
Process Design / Re-engineering
Project Management
Strategic Planning
Business Process Outsourcing
Product Data Management
Software Skills
Storage Area Network (SAN)
Salesforce
Azure
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Sector Experience
Financial Services
Healthcare
Life Sciences & Pharma
Notable Clients
TPG
Truision, Inc.
Workday
Big 4 Accounting
Fortune 500
Top Consulting Firms
Experience
Thompson Business Management Consulting
Management Consulting
Business Owner
4/2021 - Present
Thompson Business Management Consulting delivers targeted consulting solutions to clients in the software, life sciences, and finance industries, specializing in master data management (MDM), data governance, CRM/sales process re-engineering, and sales operations. Select Accomplishments:
• Accelerated Legacy Data Modernization for Fortune 10 Insurance Carrier: As Program Owner in the Data &Analytics group, established and led a newAgile Release Team (ART) to modernize legacy data systems by migrating system-of-record data from mainframe platforms to an Azure cloud-based domain model, enabling a democratized data mesh framework. Despite initial staffing delays, mobilized the team in just three months, achieving 85% of strategic objectives within the first four months—exceeding client expectations for speed and quality.
• Successful Core Data Management Implementation for Regional Bank: Directed the implementation of Informatica MDM Hub v10.4, onboarding legacy MISER Solutions FIS core banking systems and managing complex data migration processes. Delivered the project on time while ensuring seamless management of customer data and relationship mapping critical to the bank's transition to the Fiserv DNA core banking system.
• Accelerated Legacy Data Modernization for Fortune 10 Insurance Carrier: As Program Owner in the Data &Analytics group, established and led a newAgile Release Team (ART) to modernize legacy data systems by migrating system-of-record data from mainframe platforms to an Azure cloud-based domain model, enabling a democratized data mesh framework. Despite initial staffing delays, mobilized the team in just three months, achieving 85% of strategic objectives within the first four months—exceeding client expectations for speed and quality.
• Successful Core Data Management Implementation for Regional Bank: Directed the implementation of Informatica MDM Hub v10.4, onboarding legacy MISER Solutions FIS core banking systems and managing complex data migration processes. Delivered the project on time while ensuring seamless management of customer data and relationship mapping critical to the bank's transition to the Fiserv DNA core banking system.
The Stem
Management Consulting
Freelance Data Transformation Consultant
10/2024 - Present
The Stem is a global management consulting firm specializing in customer engagement and digital transformation within the Health & Life Sciences sector. Leveraging a unique "networked consulting" model, The Stem combines the expertise of seasoned independent professionals to deliver agile, cost-effective, and innovative solutions for client needs. The firm excels in customer engagement strategy and insights, execution management, impact measurement, transformation, and operational excellence. Select Accomplishment:
• As project manager, led end-to-end RFP process for platform and integrator selection: Spearheaded a 6-month project to manage the request for proposal (RFP) process, resulting in the successful identification of a consent and preferences management platform and system integrator that aligned with the client's strategic goals. Delivered actionable recommendations and ensured stakeholder buy-in throughout the process.
• As a contributing SME, optimized data strategy for consent and preferences management: Provided use cases for a best practices strategy for a leading consent and preferences management platform within two months, driving clarity and alignment with regulatory requirements and business objectives.
• As project manager, led end-to-end RFP process for platform and integrator selection: Spearheaded a 6-month project to manage the request for proposal (RFP) process, resulting in the successful identification of a consent and preferences management platform and system integrator that aligned with the client's strategic goals. Delivered actionable recommendations and ensured stakeholder buy-in throughout the process.
• As a contributing SME, optimized data strategy for consent and preferences management: Provided use cases for a best practices strategy for a leading consent and preferences management platform within two months, driving clarity and alignment with regulatory requirements and business objectives.
Wells Fargo
Finance
Vice President, Enterprise Party Data Management
9/2018 - 4/2021
Successfully led a 28-member team to develop and implement a best-in-class enterprise-wide Party Master Data Management (Party MDM) system, delivering comprehensive solutions for data definitions, governance processes, authorized provisioning points, technology, and ongoing oversight. Key Accomplishments:
• Strategic Planning: Co-created a comprehensive three-year build plan in collaboration with architecture, engineering, and operations teams, driving the successful implementation of the enterprise Party MDM system.
• Cost Savings: Institutionalized an advisory council of key business and technical stakeholders, resolving critical data definition issues that improved customer onboarding processes and achieved approximately $1M in cost savings by eliminating redundant customer data validation and record resolution tasks.
• Operational Efficiency: Directed the prioritization and delivery of target state use cases, enabling the team to complete the project under budget by nearly 20%, while maintaining high-quality deliverables.
• Spearheaded efforts to identify and resolve cross-business issues and risks, ensuring their integration into system requirements. Designed business use cases, including the creation of a "Search Before Create" service, addressing unmet business needs and streamlining operations.
• Established a strategic partnership with technology teams, leveraging Wells Fargo Agile methodology to deliver prioritized Party MDM functionality and foundational Infor
• Strategic Planning: Co-created a comprehensive three-year build plan in collaboration with architecture, engineering, and operations teams, driving the successful implementation of the enterprise Party MDM system.
• Cost Savings: Institutionalized an advisory council of key business and technical stakeholders, resolving critical data definition issues that improved customer onboarding processes and achieved approximately $1M in cost savings by eliminating redundant customer data validation and record resolution tasks.
• Operational Efficiency: Directed the prioritization and delivery of target state use cases, enabling the team to complete the project under budget by nearly 20%, while maintaining high-quality deliverables.
• Spearheaded efforts to identify and resolve cross-business issues and risks, ensuring their integration into system requirements. Designed business use cases, including the creation of a "Search Before Create" service, addressing unmet business needs and streamlining operations.
• Established a strategic partnership with technology teams, leveraging Wells Fargo Agile methodology to deliver prioritized Party MDM functionality and foundational Infor
Salesforce
Customer Service
Business Data Strategist
6/2016 - 9/2018
As the leader of a newly established Strategic Data Solutions Advisory team, I drove the development of new service offerings, organizational capabilities, and partnerships. I played a pivotal role in refining Salesforce's Master Data Management (MDM) framework to better support cloud-based data management services. Renowned for delivering tailored, data-driven business value propositions, I consistently leveraged in-depth data analysis and industry best practices to exceed client expectations. Key Accomplishments:
• Spearheaded digital transformation initiatives for two Fortune 500 companies, encompassing data analysis, conceptual modeling, and actionable solution recommendations. Delivered implementation timelines designed to:
• Align customer records between sales and service teams, reducing onboarding discrepancies.
• Clearly define sales versus service customer data within CRM systems.
• Achieved a 50% reduction in onboarding time by designing comprehensive training materials for new hires, streamlining their integration into the organization.
• Spearheaded digital transformation initiatives for two Fortune 500 companies, encompassing data analysis, conceptual modeling, and actionable solution recommendations. Delivered implementation timelines designed to:
• Align customer records between sales and service teams, reducing onboarding discrepancies.
• Clearly define sales versus service customer data within CRM systems.
• Achieved a 50% reduction in onboarding time by designing comprehensive training materials for new hires, streamlining their integration into the organization.
Reltio Inc.
Product Management / Strategy
Director
5/2015 - 6/2016
As the Product Owner for three agile teams responsible for onboarding and provisioning Data-as-a-Service (DaaS) within the Reltio platform, successfully onboarded and delivered critical datasets, including Lexis Nexis, NTIS' NPI dataset, CMS' DEA database, and initial offerings of MedProID. Collaborated closely with the internal alliances team to develop business models and financial foundations for strategic partnerships with a leading B2B account data provider. Designed a comprehensive data strategy that guided the prioritization and onboarding of healthcare and life sciences data providers in 2015 and 2016. Key Accomplishments:
• Developed a digital transformation strategy and three-year roadmap for onboarding and implementing 20 vendors to expand DaaS offerings on the Reltio platform; strategy secured board approval.
• Played a pivotal role in business evaluations and contract negotiations with HMS, a third party data provider with whom Reltio partnered to deliver data products & services, contributing insights that enabled the vendor management team to reduce costs by approximately 20%.
• Partnered with the internal alliances team to extend the go-to-market strategy beyond the life sciences sector into general business verticals, driving expanded market opportunities.
• Developed a digital transformation strategy and three-year roadmap for onboarding and implementing 20 vendors to expand DaaS offerings on the Reltio platform; strategy secured board approval.
• Played a pivotal role in business evaluations and contract negotiations with HMS, a third party data provider with whom Reltio partnered to deliver data products & services, contributing insights that enabled the vendor management team to reduce costs by approximately 20%.
• Partnered with the internal alliances team to extend the go-to-market strategy beyond the life sciences sector into general business verticals, driving expanded market opportunities.
Salesforce
Sales
Principal Sales Engineer
1/2012 - 4/2015
Supported a team of six sales consultants in promoting Data.com to Fortune 100 enterprise clients by delivering customized product demonstrations and conducting tailored data analyses. Responsibilities included preparing data-driven assessments, identifying areas for data quality improvement, and presenting the benefits of Data.com to prospective customers. Additional contributions included creating training materials, developing demo scripts, and producing video content to enhance onboarding and internal sales engineering resources.
Key Achievements:
• Sales Team Success: Played an integral role in helping the sales team achieve 140% of plan in 2014 and 130% in 2015 by delivering high-impact support.
• Optimized Sales Process: Designed pre-sales messaging decks that reduced the overall sales cycle time by 40–50%, enabling faster progression from discovery to deal closure.
• Streamlined Data Assessments: Co-led a tiger team initiative to overhaul the data assessment process, cutting the completion time from 5 days to 1–2 days. Data assessments were a critical part of the sales cycle where the team would run part of a prospect's data through the Data.com engine and generate real results for the prospect highlighting areas where Data.com could improve customer insight for the prospect. This improvement eliminated bottlenecks, empowering sales representatives to close more deals and contributing an additional $200K–$1M+ in quarterly revenue per representative.
Key Achievements:
• Sales Team Success: Played an integral role in helping the sales team achieve 140% of plan in 2014 and 130% in 2015 by delivering high-impact support.
• Optimized Sales Process: Designed pre-sales messaging decks that reduced the overall sales cycle time by 40–50%, enabling faster progression from discovery to deal closure.
• Streamlined Data Assessments: Co-led a tiger team initiative to overhaul the data assessment process, cutting the completion time from 5 days to 1–2 days. Data assessments were a critical part of the sales cycle where the team would run part of a prospect's data through the Data.com engine and generate real results for the prospect highlighting areas where Data.com could improve customer insight for the prospect. This improvement eliminated bottlenecks, empowering sales representatives to close more deals and contributing an additional $200K–$1M+ in quarterly revenue per representative.
Genentech
Operations
Commercial Customer Data Business Owner
11/2003 - 1/2012
Leadership and Team Management: Directed a 26-member Commercial Data Management team responsible for the collection, validation, loading, and distribution of sales data across Genentech's Commercial organization. Master Data Management (MDM) Ownership: Acted as the business owner for customer data, spearheading the creation of an MDM platform to match and merge data for Healthcare Organizations (HCOs), Healthcare Providers (HCPs), and their affiliations. This initiative established a single source of truth for customer data enterprise-wide. Data Utilization: Leveraged customer data to drive critical business functions, including sales reporting, sales compensation, market analytics, field reimbursement, and compliance initiatives.
Key Accomplishments:
• MDM Implementation: Delivered an early version of the Informatica MDM Hub, enabling master data management capabilities for 11 field-based teams. Integrated Salesforce and nine additional data sources into a party-based domain model covering healthcare professionals (HCPs) and healthcare organizations (HCOs) such as hospitals, clinics, pharmacies, and long-term care facilities.
• Post-Production Leadership: Served as the business owner and practitioner for the newly established customer MDM system, managing all post-production enhancement releases and break/fix support over a three-year period.
• Vendor and Contract Management: Led negotiations with vendors for data services and master data sources, including the successfu
Key Accomplishments:
• MDM Implementation: Delivered an early version of the Informatica MDM Hub, enabling master data management capabilities for 11 field-based teams. Integrated Salesforce and nine additional data sources into a party-based domain model covering healthcare professionals (HCPs) and healthcare organizations (HCOs) such as hospitals, clinics, pharmacies, and long-term care facilities.
• Post-Production Leadership: Served as the business owner and practitioner for the newly established customer MDM system, managing all post-production enhancement releases and break/fix support over a three-year period.
• Vendor and Contract Management: Led negotiations with vendors for data services and master data sources, including the successfu
PricewaterhouseCoopers (PwC)
Management Consulting
Senior Consultant
6/2000 - 11/2003
Served as process lead (Level 4) for digital transformations and CRM implementations for Fortune 500 companies in the high-tech industry in support of CRM process design, training, testing, and RFP response.
• Consulting Leadership: Led digital transformation initiatives and CRM implementations for Fortune 500 clients in the high-tech/software industry, specializing in Siebel and CRM systems to optimize business processes, enhance customer relationships, and improve operational efficiency.
• Training Strategy & Delivery: Spearheaded the global training initiative for a customized Siebel 2000 implementation for a major software company. Successfully managed all aspects of training, including planning, budgeting, and staffing, leading a team of 25 to train 600 sales representatives across 10 international sites in a 6-week delivery period. Optimized training processes by coordinating simultaneous sessions, significantly reducing overall delivery time.
• Project Management & Process Optimization: Managed the successful implementation of Siebel 7.0 SFA for a leading pharmaceutical company, overseeing five critical sessions for requirements gathering, process mapping, and system design. Coordinated mobile system integration support, ensuring seamless system adoption and integration into existing workflows.
• Consulting Leadership: Led digital transformation initiatives and CRM implementations for Fortune 500 clients in the high-tech/software industry, specializing in Siebel and CRM systems to optimize business processes, enhance customer relationships, and improve operational efficiency.
• Training Strategy & Delivery: Spearheaded the global training initiative for a customized Siebel 2000 implementation for a major software company. Successfully managed all aspects of training, including planning, budgeting, and staffing, leading a team of 25 to train 600 sales representatives across 10 international sites in a 6-week delivery period. Optimized training processes by coordinating simultaneous sessions, significantly reducing overall delivery time.
• Project Management & Process Optimization: Managed the successful implementation of Siebel 7.0 SFA for a leading pharmaceutical company, overseeing five critical sessions for requirements gathering, process mapping, and system design. Coordinated mobile system integration support, ensuring seamless system adoption and integration into existing workflows.