Functional Skills
Business Analysis
Business Development
Business Operations
Change Management / Org Design
Commercial Strategy
Corporate Finance
Financial Management
Financial Modeling
Program Management
Project Management
Strategic Planning
Vendor Management
Customer Relationship Management
Business Process Outsourcing
Supply Chain Management
Software Skills
Smartsheet
Monday
Artificial Intelligence
Asana
AWS
Rippling
SAP S/4HANA
Dropbox
Certifications
CSMCertified Scrum Master
CSPOCertified Scrum Product Owner
PMI-ACPPMI Agile Certified Practitioner
PMPProject Management Professional
SASAFe Agilist
Sector Experience
Business Services
Financial Services
Technology
Languages
English
Notable Clients
Apollo Global Management
Barings Asset Management
John Hancock
KKR
State Street
Big 4 Accounting
Fortune 500
Top Consulting Firms
Experience
Syntari® AI
Start-Up
Founder & Chief Executive Officer
3/2025 - Present
Syntari is building an AI-powered consulting platform, a first-of-its-kind product that replicates the expertise of a top-tier management consulting firm. Our tool is driven by specialized AI agents, each representing a critical consulting role (e.g., strategy, business analyst, program manager, change management specialist, etc.). These agents guide users, whether they're internal transformation leaders or external consultants, through structured, interactive experiences that replace traditional consulting deliverables. Unlike static templates or human-led engagements, the platform dynamically asks the right questions, auto-generates strategic artifacts, and adapts in real time to the context of each organization. Deliverables are produced faster, more consistently, and with full transparency. What sets Syntari apart is not just what the AI agents recommend, but how transparent their thinking is.
Users can drill into each agent's reasoning, tracing data inputs, assumptions, and logic, to build trust and enable stronger, data-informed decisions. Syntari is built for flexibility and scale. It can be deployed within a client's environment or hosted securely in ours. The platform is designed with privacy at its core, ensuring client data stays protected and institutional knowledge remains in-house. It supports multiple LLMs working together, enabling a "preparer-reviewer" pattern that enhances quality, reduces hallucination, and mirrors real-world consulting rigor.
Users can drill into each agent's reasoning, tracing data inputs, assumptions, and logic, to build trust and enable stronger, data-informed decisions. Syntari is built for flexibility and scale. It can be deployed within a client's environment or hosted securely in ours. The platform is designed with privacy at its core, ensuring client data stays protected and institutional knowledge remains in-house. It supports multiple LLMs working together, enabling a "preparer-reviewer" pattern that enhances quality, reduces hallucination, and mirrors real-world consulting rigor.
Martello Re
Corporate Strategy & Development
Head of Business Enablement
8/2024 - 7/2025
As Head of Business Enablement at Martello Re, I lead the strategic development and execution of critical operational capabilities that enhance enterprise-wide effectiveness and scalability. Reporting directly to the Chief Operating Officer, my role focuses on building robust foundational systems, streamlined business processes, and shared services that empower internal teams to perform efficiently, achieve strategic goals and implement artificial intelligence.
Massachusetts Mutual Life Insurance
Management Consulting
Head of Program Management, Investment Management
7/2021 - 8/2024
4 years 2 months
Head of Program Management, Investment Management
July 2021 - August 2024 (3 years 2 months)
Boston, Massachusetts, United States
The Program Management Office for Investments (PMOfI) is defining and executing how the Investment Management function operates across project and program management in order to grow MassMutual's ~$300 billion General Investment Account (GIA). As the Head of Program Management, I am accountable for: Establishing Vision/Strategy
• Responsible for setting the vision & strategy for how the PMOfI will mature and advance to meet continuously evolving business, regulatory and customer needs
• Identifies and researches new technologies, methodologies, and processes and provides recommendations for acquiring, integrating, extending, customizing and eliminating technologies Program & Portfolio Governance
• Continuously evaluate overall portfolio proactively for risks and issues as well as cross-project / cross-program interdependencies, both within portfolio and across portfolios.
• Provide leadership and guidance for effective mitigation strategies and plans. Provide support for escalations when necessary. Financial Management & Controls
• Drive annual $30 million portfolio planning in partnership with senior business stakeholders
• Effectively track, report and address portfolio and project change controls, issues and risks Business Transformation & Change Management
• Establish and oversee the Organizational Change Management
Head of Program Management, Investment Management
July 2021 - August 2024 (3 years 2 months)
Boston, Massachusetts, United States
The Program Management Office for Investments (PMOfI) is defining and executing how the Investment Management function operates across project and program management in order to grow MassMutual's ~$300 billion General Investment Account (GIA). As the Head of Program Management, I am accountable for: Establishing Vision/Strategy
• Responsible for setting the vision & strategy for how the PMOfI will mature and advance to meet continuously evolving business, regulatory and customer needs
• Identifies and researches new technologies, methodologies, and processes and provides recommendations for acquiring, integrating, extending, customizing and eliminating technologies Program & Portfolio Governance
• Continuously evaluate overall portfolio proactively for risks and issues as well as cross-project / cross-program interdependencies, both within portfolio and across portfolios.
• Provide leadership and guidance for effective mitigation strategies and plans. Provide support for escalations when necessary. Financial Management & Controls
• Drive annual $30 million portfolio planning in partnership with senior business stakeholders
• Effectively track, report and address portfolio and project change controls, issues and risks Business Transformation & Change Management
• Establish and oversee the Organizational Change Management
Manulife
Corporate Strategy & Development
Path to Digital Lead
9/2019 - 6/2020
executing how Investment Management should operate across project and program management in order to help execute the department goals and objectives. I am responsible for driving successful execution and completion of investment management initiatives, on time and within budget through strong leadership, effective communication, and issue resolution. This includes directing and coordinating all aspects of the portfolio, creating and maintaining the overall master plan, managing the governance process, overseeing the project management office resources, providing tracking and reporting to all levels of the organization and managing the office budget. I also provide coaching and support to the PMOfI employees and investment management business leads. Oversee the PMOfI portfolio, including governance processes, intake processes, prioritization, roadmap planning and execution Collaborate with team members, senior management and key stakeholders around strategy and definition of program scope, goals, and deliverables that support initiative objectives Develop and lead metrics that measures the portfolio performance through quantitative and qualitative measures Ensure that the portfolio of roadmaps and project plans are current, integrated and aligned to the strategic goals of the department Lead project managers, business analysts and other project resources; ensure defined project management processes are followed Responsible for the day to day operations of the PMOfI Define and
Manulife
Management Consulting
Executive Program Oversight, General Account Delivery
7/2018 - 9/2019
Management Office
July 2018 - September 2019 (1 year 3 months)
Greater Boston Area
The Global Optimization (GO) initiative is the largest transformation initiative ever executed by Manulife to date. The multi-year program will transform the Investment Division's operational platforms (all systems and processes) supporting the front, middle and back offices with C$1.1 trillion ($833 billion USD) in Assets under Management (AUM) and administration (AUA) of as June 30 '18. The conversion of the General Account onto the GO platform includes assets in public, fixed income, derivatives, and alternative asset classes. Specific responsibilities include:
• Lead the program planning, discovery, design, develop and implementation phases of the GO-GA program delivery including providing program office oversight for all workstreams
• Oversee resource planning, tracking and related internal and vendor expenditures including managing program scorecard
• Provide regular updates on program status, risk, issues, challenges, opportunities to senior executives and stakeholders
• Spearhead the revalidation of the program perceived costs and anticipated benefits including tracking benefits
• Prepare program level communication both internally across workstream(s) as well as externally to vendors, partners and applicable Manulife/John Hancock stakeholder groups across the organization
• Develop and coordinate strategies and tools to engage impacted stakeholder groups to increase understand
July 2018 - September 2019 (1 year 3 months)
Greater Boston Area
The Global Optimization (GO) initiative is the largest transformation initiative ever executed by Manulife to date. The multi-year program will transform the Investment Division's operational platforms (all systems and processes) supporting the front, middle and back offices with C$1.1 trillion ($833 billion USD) in Assets under Management (AUM) and administration (AUA) of as June 30 '18. The conversion of the General Account onto the GO platform includes assets in public, fixed income, derivatives, and alternative asset classes. Specific responsibilities include:
• Lead the program planning, discovery, design, develop and implementation phases of the GO-GA program delivery including providing program office oversight for all workstreams
• Oversee resource planning, tracking and related internal and vendor expenditures including managing program scorecard
• Provide regular updates on program status, risk, issues, challenges, opportunities to senior executives and stakeholders
• Spearhead the revalidation of the program perceived costs and anticipated benefits including tracking benefits
• Prepare program level communication both internally across workstream(s) as well as externally to vendors, partners and applicable Manulife/John Hancock stakeholder groups across the organization
• Develop and coordinate strategies and tools to engage impacted stakeholder groups to increase understand
Manulife
Management Consulting
Director of Real Estate Transformation & Project Management Office
7/2017 - 7/2018
Real Estate Operations
July 2017 - July 2018 (1 year 1 month)
Greater Boston Area
• Crafted and presented a $12 million-dollar case for change of Manulife's commercial real estate division that led to the launch of the Real Estate Transformation program benefiting over 450 employees and thousands of commercial tenants
• Led the Project Management Office (PMO) with four direct reports and oversight on 40+ vendors, consultants, and employees working together to deliver an integrated technology platform and a new shared-service operating model
• Responsibilities included: project governance, project planning/tracking, communications, change management, training, resource management, issues and risk tracking, executive presentation, vendor management, and expense management
July 2017 - July 2018 (1 year 1 month)
Greater Boston Area
• Crafted and presented a $12 million-dollar case for change of Manulife's commercial real estate division that led to the launch of the Real Estate Transformation program benefiting over 450 employees and thousands of commercial tenants
• Led the Project Management Office (PMO) with four direct reports and oversight on 40+ vendors, consultants, and employees working together to deliver an integrated technology platform and a new shared-service operating model
• Responsibilities included: project governance, project planning/tracking, communications, change management, training, resource management, issues and risk tracking, executive presentation, vendor management, and expense management
Manulife
Management Consulting
Director | Alternative Investments | Project Management Office
3/2016 - 7/2017
Optimization
March 2016 - July 2017 (1 year 5 months)
Greater Boston Area
• Crafted the initial case for change of Manulife's Global Optimization program and successfully secured funding of $250 million for this multi-year multi location operational and technology transformation
• Led multiple business transformation analysis including process reengineering, vendor selection, insourcing/outsourcing opportunities, location strategy, system transformation and governance models for the Real Estate, Mortgage Servicing, Client Reporting, and Client Onboarding functions as part of the Global Optimization program
March 2016 - July 2017 (1 year 5 months)
Greater Boston Area
• Crafted the initial case for change of Manulife's Global Optimization program and successfully secured funding of $250 million for this multi-year multi location operational and technology transformation
• Led multiple business transformation analysis including process reengineering, vendor selection, insourcing/outsourcing opportunities, location strategy, system transformation and governance models for the Real Estate, Mortgage Servicing, Client Reporting, and Client Onboarding functions as part of the Global Optimization program
PricewaterhouseCoopers (PwC)
Management Consulting
Manager - Advisory Asset Management Practice
1/2015 - 3/2016
• Led both agile and waterfall project lifecycles from strategy through execution, including developing governance model, interviewing key stakeholders, creating business requirement documents, writing user acceptance stories, and training users
• Oversaw and managed client engagement workstream which included: overseeing 4-8 PwC consultants, driving the day-to-day client meetings, monitoring the engagement project plan, deliverables, costs, and conducting staff performance reviews
• Oversaw and managed client engagement workstream which included: overseeing 4-8 PwC consultants, driving the day-to-day client meetings, monitoring the engagement project plan, deliverables, costs, and conducting staff performance reviews
PricewaterhouseCoopers (PwC)
Management Consulting
Senior Associate - Advisory Asset Management Practice
7/2013 - 12/2014
• Consulted top 100 industry-leading alternative asset managers/servicers, private equity and hedge fund clients on front, middle and back office operations including: expansion strategies, target operating/shared services models, and lean transformation
● Grassroots Business Fund
4 years
● Grassroots Business Fund
4 years
Grassroots Business Fund
Operations
Investment Officer
7/2007 - 5/2012
Grassroots Business Fund is a boutique investment fund with $80 million assets under management. It spun off from the International Finance Corporation, a member of the World Bank Group in 2008.
GBF provides investment capital and capacity building to high impact social enterprises in several developing countries across the globe. GBF’s global approach is to build and support these enterprises, which provide sustainable economic opportunities to thousands of people at the base of the economic pyramid (BoP).
► Supported Chief Investment Officer with development of fund’s private placement memorandum and created and managed fund’s financial model that concluded with a successful closing of a $60 million capital raise in October 2011
► Structured $4 million in mezzanine debt/equity investments and was lead relationship manager for 3 investees; generated early cash flows and above average returns for fund while investee’s revenues increased by 23% in first year
► Vetted $37 million in pipeline investment opportunities in financial services, IT, retail services and agribusiness sectors
► Created 13 mezzanine debt/equity, LBO financial models with FX tunnels, warrants, claw backs and conversion options
► Managed 3 person team and conducted operational and financial due diligence on investees; identified areas of weakness and consulted organization on implementing improvements in areas of fiduciary controls, IT and supply chain management
► Selected by CEO to open and establi
GBF provides investment capital and capacity building to high impact social enterprises in several developing countries across the globe. GBF’s global approach is to build and support these enterprises, which provide sustainable economic opportunities to thousands of people at the base of the economic pyramid (BoP).
► Supported Chief Investment Officer with development of fund’s private placement memorandum and created and managed fund’s financial model that concluded with a successful closing of a $60 million capital raise in October 2011
► Structured $4 million in mezzanine debt/equity investments and was lead relationship manager for 3 investees; generated early cash flows and above average returns for fund while investee’s revenues increased by 23% in first year
► Vetted $37 million in pipeline investment opportunities in financial services, IT, retail services and agribusiness sectors
► Created 13 mezzanine debt/equity, LBO financial models with FX tunnels, warrants, claw backs and conversion options
► Managed 3 person team and conducted operational and financial due diligence on investees; identified areas of weakness and consulted organization on implementing improvements in areas of fiduciary controls, IT and supply chain management
► Selected by CEO to open and establi