Functional Skills
Business Analysis
Business Operations
Business Development
Change Management / Org Design
Commercial Strategy
Cost Reduction
Customer Experience
Data Analysis
Data Strategy
Digital Transformation
Enterprise Performance Management (EPM)
Financial Management
Growth Strategy
Operational Efficiency
Process Design / Re-engineering
Sector Experience
Business Services
Financial Services
Healthcare
Real Estate
Retail
Languages
English
Countries Worked In
JM NG TT GB US
Bulge Bracket Investment Banks
Fortune 500
Experience
Portage Point Partners
Management Consulting
Senior Director
1/2024 - Present
• Served as Chief Transformation Officer for a growth transformation at a tech-first greenhouse installation company, spearheading strategic partnership initiatives.
• Defined go-to-market strategy, redesigned sales coverage maps, and implemented a sales management operating model, driving a 30% increase in projected sales targets
• Stood up CRM pipeline management and account segmentation framework, embedding structured pipeline reviews, governance cadences, and performance tracking dashboards that improved forecast accuracy and cross-functional accountability across Sales, Marketing, and Product
• Designed end-to-end GTM planning processes for multiple enterprise clients, spanning pre-launch to General Availability, including milestones, decision gates, ownership models, and investment alignment
• Designed and implemented a comprehensive strategic partner network globally, highlighting specific partners across the value chain to increase market share, implemented targeted initiatives to expand share of wallet and enhance product offerings for each partner. Collaborated with sales, marketing, finance, and product teams, to pilot and roll-out, driving business growth 20% and partner engagement across the grower value chain.
• Stood up operating cadence to plan, track and execute over 60 GTM initiatives, driving operational alignment. Identified over $60M in potential revenue growth (2x growth) by strategically targeting new markets and regions, within 18-month time span.
• Defined go-to-market strategy, redesigned sales coverage maps, and implemented a sales management operating model, driving a 30% increase in projected sales targets
• Stood up CRM pipeline management and account segmentation framework, embedding structured pipeline reviews, governance cadences, and performance tracking dashboards that improved forecast accuracy and cross-functional accountability across Sales, Marketing, and Product
• Designed end-to-end GTM planning processes for multiple enterprise clients, spanning pre-launch to General Availability, including milestones, decision gates, ownership models, and investment alignment
• Designed and implemented a comprehensive strategic partner network globally, highlighting specific partners across the value chain to increase market share, implemented targeted initiatives to expand share of wallet and enhance product offerings for each partner. Collaborated with sales, marketing, finance, and product teams, to pilot and roll-out, driving business growth 20% and partner engagement across the grower value chain.
• Stood up operating cadence to plan, track and execute over 60 GTM initiatives, driving operational alignment. Identified over $60M in potential revenue growth (2x growth) by strategically targeting new markets and regions, within 18-month time span.
Mckinsey & Co.
Management Consulting
Associate Partner
1/2015 - 1/2024
Serve as thought partner to CEOs, COOs, CTOs and BU presidents at Fortune 50 companies; manage 3-12+ month long engagements end-to-end delivering over $10B in EBIT improvement across 10+ programs. Deep expertise in growth (go to-market strategies, customer experience, pricing), cost reduction (procurement optimization, G&A spend reduction, ops improvement) and culture enabler initiatives (org design, agile setup and change management).
● Transformation and Turnarounds
• Led diligence and designed $200M value creation program for state owned transit agency: Completed assessment of all key functions – engineering, construction, transportation operations, procurement, real estate, G&A and IT; delivered $50M savings in first year
• Led growth transformation for asset manager delivering $50M+ EBIT improvement: Led the large-scale implementation of various growth initiatives, including mergers and acquisitions (M&A) and new product launches. To accelerate execution and pilot testing of these initiatives, I established an agile infrastructure, ultimately driving over $50 million in EBIT improvement.
• Delivered $300M in year one of $5B transformation for Fortune 100 retailer: Led the enterprise-wide transformation for a Fortune 100 retailer, driving $300 million in captured value within the first year. This achievement resulted from
a two-pronged approach: implementing growth expansion initiatives and optimizing operational efficiencies across various business units.
• Led $1.
● Transformation and Turnarounds
• Led diligence and designed $200M value creation program for state owned transit agency: Completed assessment of all key functions – engineering, construction, transportation operations, procurement, real estate, G&A and IT; delivered $50M savings in first year
• Led growth transformation for asset manager delivering $50M+ EBIT improvement: Led the large-scale implementation of various growth initiatives, including mergers and acquisitions (M&A) and new product launches. To accelerate execution and pilot testing of these initiatives, I established an agile infrastructure, ultimately driving over $50 million in EBIT improvement.
• Delivered $300M in year one of $5B transformation for Fortune 100 retailer: Led the enterprise-wide transformation for a Fortune 100 retailer, driving $300 million in captured value within the first year. This achievement resulted from
a two-pronged approach: implementing growth expansion initiatives and optimizing operational efficiencies across various business units.
• Led $1.
Goldman Sachs
Finance
Lead Specialist - Cash Management
1/2009 - 1/2014
• Led integration of cash management department of subsidiary firm into existing firm payments, checklist and risk management infrastructure; reduced from three to two headcount function
• Managed cross-functional projects to improve department efficiency by creating training material and leading training sessions for 50+ new treasury system users
• Streamlined workflow by digitizing manual tasks and creating new workload management model; saved 3 hrs daily
• Managed cross-functional projects to improve department efficiency by creating training material and leading training sessions for 50+ new treasury system users
• Streamlined workflow by digitizing manual tasks and creating new workload management model; saved 3 hrs daily
Goldman Sachs
Operations
Risk Associate - Treasury Operations
1/2009 - 4/2013
• Created business continuity strategy and performed quarterly tests to review department resiliency; plan was implemented to execute critical functions during Hurricane Sandy and inclement weather conditions
• Led quarterly audit reporting and assessment of Treasury risks and controls for federal regulators to ensure compliance with Sarbanes Oxley requirements
• Created and implemented over 1000 automation rules into the Treasury settlement system, reducing time spent on standard funds settlement procedure by 25%
• Led quarterly audit reporting and assessment of Treasury risks and controls for federal regulators to ensure compliance with Sarbanes Oxley requirements
• Created and implemented over 1000 automation rules into the Treasury settlement system, reducing time spent on standard funds settlement procedure by 25%