Functional Skills
Business Analysis
Change Management / Org Design
Commercial Strategy
Corporate Finance
Financial Management
Financial Modeling
Operational Due Diligence
Post-Merger Integration
Process Design / Re-engineering
Program Management
Project Management
Strategic Planning
Vendor Management
Customer Relationship Management
Digital Transformation
Software Skills
DocuSign
Dynamics CRM
iOS
iPhone
Microsoft Excel
Microsoft PowerPoint
Microsoft Project
Microsoft Visio
Microsoft Office
Netsuite
Salesforce
SAP CRM
Smartsheet
Sector Experience
Financial Services
Healthcare
Media & Entertainment
Real Estate
Technology
Notable Clients
Bloomberg
E*Trade Financial
Hilton Worldwide Holdings
The Carlyle Group
World Bank
Fortune 500
Experience
Angel Squad
Corporate Strategy & Development
Angel Squad Member
2/2025 - Present
Serve as a strategic advisor and early-stage investor to C-suite executives of startups sourced through Hustle Fund VC.
Pariveda Solutions
Management Consulting
Vice President
11/2022 - 3/2025
Sales and client delivery leader of technology, data, cloud, and business transformation consulting services for regional $10M/yr market.
CROSSCOUNTRY CONSULTING
Management Consulting
Director
4/2015 - 10/2022
Managed sales and client delivery of business transformation consulting services across finance, accounting, HR, risk, operations, and technology for Fortune 500 and PE clients with teams of up to 50 people and accounts with $250K to $10M in annual revenue.
Apple
Sales
Business Manager, Small & Medium Enterprise Channel
4/2013 - 3/2015
Provided B2B sales leadership for small and medium-sized organizations, providing solutions to scale how they purchase, deploy, manage, and protect data on their Apple products.
• Achieved top 10-20% in YOY improvement of Sales KPIs across North America. Piloted Apple's omnichannel customer rollout.
Previous Roles
• Achieved top 10-20% in YOY improvement of Sales KPIs across North America. Piloted Apple's omnichannel customer rollout.
Previous Roles
Fannie Mae
Product Management / Strategy
Director, Strategy & Transformation Office
4/2011 - 3/2013
Change agent charged with building a common securitization platform—a model that became the FHFA-mandated Common Securitization Platform (CSP), the Uniform MBS (UMBS), and ultimately CSS, the Fannie/Freddiejoint venture—delivering a streamlined model for issuing, paying, and reporting on millions of mortgages that power the secondary market.
• Designed and led development of the prototype securitization engine: scoped product vision, built an Agile delivery team, and redefined secondary-market operations.
• Negotiated multi-million-dollar software license, consulting provider, and application service provider contracts.
• Managed vendor relationships across numerous dimensions (business capabilities, technical support, legal, procurement, information security, risk, and pricing).
• Designed and led development of the prototype securitization engine: scoped product vision, built an Agile delivery team, and redefined secondary-market operations.
• Negotiated multi-million-dollar software license, consulting provider, and application service provider contracts.
• Managed vendor relationships across numerous dimensions (business capabilities, technical support, legal, procurement, information security, risk, and pricing).
Fannie Mae
Corporate Strategy & Development
Director, Business Process Solutions
10/2010 - 4/2011
• Managed multiple strategic outsourcing initiatives through assessment, contracting, transition, and governance phases, shifting multi-million-dollar contracts from fixed to variable costs.
• Created repeatable processes to evaluate outsourcing viability and guidelines for risk mitigation through contracting, transition, and ongoing performance phases.
• Created repeatable processes to evaluate outsourcing viability and guidelines for risk mitigation through contracting, transition, and ongoing performance phases.
Fannie Mae
Operations
Chief of Staff, EVP Operations & Technology
8/2009 - 9/2010
• Supported $850M operations/technology budget; managed strategic execution objectives across 1,500+ FTEs to align with C-Suite goals.
Fannie Mae
Corporate Strategy & Development
Director, Strategic Geographic Relocation Initiative
5/2009 - 8/2009
• Led geographic relocation initiative through market research and business case creation, forecasted to save $50M annually with economic development incentives, real estate negotiations, and implementation plans to transition staff.
• Managed 50-person cross-functional team of operations, technology, finance, legal and human resources, and facilities.
• Managed 50-person cross-functional team of operations, technology, finance, legal and human resources, and facilities.
Fannie Mae
Operations
Director, Capital Markets Middle Office
8/2005 - 5/2009
• Increased dollar roll processing capacity from $5B to $25B/month by implementing FICC Trade Netting (after 9 years of delays), boosting the desk's profit margins and MBS liquidity
• Managed trade-processing workflow for MBS securities and whole loan commitments, along with counterparty risk management controls
• Liaison between the trading desk and regulatory, audit, finance, operations, technology, and risk organizations across day-to-day operations and strategic projects
• Managed trade-processing workflow for MBS securities and whole loan commitments, along with counterparty risk management controls
• Liaison between the trading desk and regulatory, audit, finance, operations, technology, and risk organizations across day-to-day operations and strategic projects