Functional Skills

Change Management / Org Design
Customer Experience
Digital Transformation
Enterprise Performance Management (EPM)
Go-to-market Strategy
Leadership Development
Operational Transformation
Organizational Effectiveness
Process Improvements
Product Strategy
Program Management
Project Management
Strategy Development
Product Launch
Launch Planning & Preparation

Software Skills

Jira
Data visualization
Google Docs
Hubspot
Mailchimp
Microsoft Excel
Microsoft Excel Macros
Microsoft Access
Microsoft OneDrive
Microsoft PowerPoint
Microsoft Office
Monday
Model-View-Controller
Salesforce
Sharepoint

Certifications

PCCPProsci Certified Change Practitioner

Sector Experience

Business Services
Financial Services
Social & Public Sector
Technology

Countries Worked In

AU CA CN HK NZ SG ES GB US

Notable Clients

Hawaii Department of Transportation
JPMorgan Chase & Co
Marriott International
NAB - National Australia Bank
New Mexico Department of Health

Experience

Mass Ingenuity Management Consulting
VP Products & Services
9/2023 - 2/2025
• Led consulting org delivering avg 35%+ OPEX savings via enterprise performance management programs for state agencies
• Developed AI-focused transformation roadmap for legacy software to reduce onboarding time from 3 months to 3 weeks
• Developed and delivered leadership and performance management training and coaching to 100+ agency leaders
The Climate Board Start-Up
Chief Product Officer
2/2021 - 1/2023
• Stood up ops (tech, CRM, marketing, KPIs) and shipped v1 research portal to paying customers in 6 mos.
• Led product and tech functions
• Built distributed team of 15; secured first two Fortune-500 subscriptions within 4 months
Moody's Analytics Product Management / Strategy
Sr. Director, Product Strategy
3/2015 - 3/2019
• Conceived and shipped award-winning SaaS lending platform; 20 banks signed, $3 mill in first-year revenue
• Negotiated Moody's first FinTech equity deal; led partner diligence and integration
• Ran CSR fintech-for-good program, reaching 500+ under-represented entrepreneurs
Moody's Analytics Operations
Sr. Director, Operational Turnaround Leader
7/2014 - 3/2015
• Led operational turnaround of a $50 mill troubled business unit in Singapore
• In eight months, stabilized operations and client relationships, reduced staff attrition, recruited new leadership team, and launched go-forward plan
Moody's Analytics Management Consulting
Senior Director, Head of Client Success–Training & Certification
7/2012 - 6/2014
• Designed, developed, and implemented online learning solutions to enhance performance in business lending.
• Headed engagements with Top-5 clients in the US, Canada, and Australia.
Moody's Analytics Product Management / Strategy
Director, Product Strategy–Professional Services
5/2008 - 6/2012
• Managed the budget, P&L, and forecast.
• Reduced seminar cancellations by two-thirds while increasing sales by 75% within 1 year
• Overhauled the eLearning product suite and won the group's first $1 million+ eLearning deal
Capital Performance Group Management Consulting
Founding Member & Senior Consultant
1/2001 - 1/2008
• Co-founded a consulting firm providing strategy and execution support for financial companies.
• Provided strategic consulting and analysis services organizations including Citicorp, JPMorgan Chase, Dun & Bradstreet, Wells Fargo, Capital One, and BBVA Compass
Furash & Company Management Consulting
Consultant & Managing Associate
1/1997 - 1/2001
• Led and participated in engagements with financial services companies on projects including new product development, sales performance improvement, expense reduction, M&A, customer retention, and marketing programs.
• Managed, developed, and coached the analyst team.