Functional Skills

Business Analysis
Business Development
Business Operations
Business Planning
Change Management / Org Design
Corporate Finance
Financial Management
Financial Planning & Analysis (FP&A)
Program Management
Project Management
Strategic Planning
Vendor Management
Organizational Effectiveness
Budgeting
Information Security Management

Software Skills

PowerBI
Performance testing
Tableau
Dynamics 365
Teradata

Certifications

CISSPCertified Information Systems Security Professional

Sector Experience

Financial Services
Healthcare
Media & Entertainment
Technology

Notable Clients

Anthem
gates foundation
Jones Financial (Edward Jones)
Kaiser Permanente
Visa
Fortune 500
Top Consulting Firms

Experience

Trilogy / 2-Hour Learning Operations
SVP, Program Management Office (Education Technology
5/2025 - Present
• Lead an AI-first PMO managing $50M+ in education portfolio spend, with full accountability for vendor governance, resource allocation, and KPI reporting.
• Developed enterprise-wide execution dashboards integrating AI-driven metrics (Claude, Gemini, ChatGPT) to automate financial and operational reporting.
• Designed vendor performance scorecards and automated dashboards used by executive teams to drive investment decisions, vendor term renegotiations, and reallocation of capital.
• Partner cross-functionally with Finance and Operations to align portfolio execution to business outcomes and capital efficiency goals.
Microsoft Sales
Account Executive / Account Technology Strategist
7/2020 - 3/2024
• Managed relationships with capital markets and private banking clients, driving AI and cloud adoption across finance and operations.
• Led cross-functional pursuit teams delivering Azure AI, Dynamics 365, and Power BI modernization projects.
• Top Marks Award recipient (2022 & 2023) for excellence in executive account strategy and client impact.
• Guided financial institutions through cloud transitions, leveraging Microsoft's ecosystem to enable forecasting, automation, and compliance reporting.
City National Bank Operations
SVP, Governance, Strategy & Planning — Enterprise Business Transformation
3/2018 - 7/2020
• Built the Enterprise Business Transformation (EBT) governance structure to modernize the bank's financial and operational process modernization.
• Directed strategy for budgeting, capital planning, and performance reporting across all of operations.
• Led implementation of a Tableau-based performance dashboard linking financial, operational, and risk data.
• Established PMO and portfolio controls overseeing digital initiatives, improving transparency and execution velocity across departments.
Alvarez & Marsal Management Consulting
Director – Corporate Performance Improvement, Technology Services
1/2014 - 5/2017
• Directed data modernization and analytics initiatives for Top 5 national healthcare and financial services clients (revenues $500M–$1B).
• Designed scalable performance testing models supporting 100M+ annual transactions post-Affordable Care Act expansion.
• Built data reconciliation frameworks using Oracle and Teradata to drive decision-making and process optimization.
Hulu Product Management / Strategy
Program Manager – Audience Platform
4/2011 - 1/2014
• Directed development and QA pipelines for Hulu.com, managing cross-functional teams across the U.S. and China.
• Implemented new release management and testing systems improving feature deployment speed
Amazon – A2Z Development Center Information Technology
Technical Program Manager – Appstore for Android
8/2010 - 4/2011
• Managed multi-team development and delivery of Amazon's Appstore ecosystem, from developer portal to consumer marketplace.
• Oversaw concurrent technology initiatives and vendor engagements across five engineering teams.
• Delivered on-time product launch that became a core component for Amazon's digital business.
Global Gateway Innovation Exchange Sales
VP of Sales, US & Europe
8/2009 - 4/2010
Specialized in business development and marketing for the “mCloud” Enterprise IaaS/PaaS platform & the Morph CloudServer, a data center appliance based on IBM BladeCenter S and utilizing open standards established by AWS EC2 and Eucalyptus, that allowed customers within private corporate data centers with excess computing capacity to create custom PaaS environments within those data centers, leading up to its release in the U.S.
One Percent Software Sales
Director of Sales
11/2004 - 5/2009
Responsible for inside sales for Projectlocker, a multi-tenant SaaS platform for an integrated suite of hosted and managed software quality tools, such as Subversion, and Git, for small & medium size independent software development organizations.
Cambridge Technology Partners Product Management / Strategy
Associate Director
9/1997 - 1/2001
Practice Technical Manager delivered e-commerce solutions using BroadVision's One-to-One Marketing application. Oversaw implementation of online toy store RedRocket.com for Nickelodeon. Technical Team Lead & Project Manager for BMG's online music store GetMusic.com. Release Manager for Standard and Poor's internet financial consulting tool PersonalWealth.com.
Accenture Information Technology
Technology Analyst
7/1995 - 8/1997
Administered, configured, and managed the system testing environment for NYNEX's client/server based online phone service provisioning project, OLP.