VP Strategy, Blucora

AVP Corporate Strategy & Development, AT&T

Case Team Leader, Bain & Company

Ops Officer, U.S. Intel Community

MBA, Duke University

BS, Electrical Engineering, Missouri S&T University

Representative Projects

  • Planned and executed multiple domestic and international high-stakes telecommunications auctions with $18B+ acquisitions
  • Developed growth strategy for recently-acquired specialty insurance company resulting in customer acquisition of $30B anchor client
  • Led development of wealth management M&A growth strategy with $20B in asset growth potential
  • Established and led annual strategic planning process for Fortune 10 firm
  • Formed and led program management of new global joint venture for five major telecommunications firms achieving technical prototypes in 6 weeks
  • Established program management organization and governance committee for $81B in wireless radio spectrum assets
  • Conducted due diligence of $1.4B U.S. Government subsidy auction, identifying significant flaws in auction and program design, and advocating for change with FCC
  • Led due diligence team of new 5G technology and resulting deployment cost model
  • Managed creation of wealth management profit improvement plan with new pricing to realize $45M in incremental gross profit

Expertise

Industries

  • Financial Services
  • Military & Intelligence
  • Speciality Retail
  • Technology
  • Telecommunications

Expertise

  • Growth Strategy
  • Auction Planning & Execution
  • Strategic Planning & Program Management
  • Due Diligence
  • Profit Improvement

Representative Clients

Companies

  • AT&T
  • Blucora, Inc.
  • $10B Speciality Insurer
  • Fortune 10 Financial Services Firm
  • $15B speciality retailer
  • Top 5 private equity firm
  • Top 20 private equity firm
  • U.S. Intelligence Community Agency

Founder, Miami Strategica LLC

Partner, GoGlobal Advisors

Founder & President, The Engaged Minds Factory

SVP, Sales and Strategy, Jenzabar

Principal, Hamilton Boston LLP

Senior Manager, EY Corporate Finance

Manager, Bain & Company

Engineer, IBM

MBA, INSEAD

MS, Mechanical Engineering, Technical University Munich

Visiting Scientist, Massachusetts Institute of Technology

Representative Projects

  • Led the post-merger integration of two information services companies with 300 FTEs
  • Developed a turn-around strategy for a big box retailer in Chapter 11
  • Led the org design and process design for a green field company launched to provide closed-loop payment solution to the U.S. government
  • Led the ramp-up of a near-shored Shared Services Center consolidating 20 payment processing operations around the globe for a global energy company
  • Led the Agile transformation of a global software company
  • Led the post merger integration of the dispersed IT groups of an acquisitive global company into a coherent organization, provided strategic talent management support to lay foundation for a cloud migration
  • Built the valuation model for the acquisition of a container manufacturer for a strategic buyer
  • Led the development of an operational strategy for an LTL road hauler
  • Developed a go-to-market strategy with individual sales goals for the tax division of a Big 4 company with >1000 partners and principals
  • Led the post merger integration of a PE sponsored roll-up of 5 ERP software companies

Expertise

Industries

  • Consumer Products
  • Financial Services
  • Manufacturing
  • Retail
  • Software
  • Technology

Project Types

  • Strategy Development & Implementation
  • Performance Improvement
  • Sales and Sales Management
  • Organizational Design
  • Strategic Talent Management
  • Post-merger Integration

Representative Clients

Companies

  • Coca Cola
  • Ford
  • DHL
  • Compaq / HP
  • Sabre
  • World Fuel Services
  • Banco Santander
  • ThyssenKrupp
  • Caldor

PE Firms

  • TPG
  • Investcorp
  • Welsh Carson

  • Founder, MG&A Strategy
  • CFO / COO, Qida
  • VP Strategy Manager, JPMorgan Chase
  • Senior Associate Consultant, Bain & Company
  • MBA, Columbia Business School, New York City
  • BS & MA, Management, ESADE, Barcelona

Representative Projects

  • Led a 5-year strategy formulation for an Asian subsidiary of a global leading life insurance company, partnering with the local leadership team and the central strategy function.
  • Developed market assessments for pharmaceutical and transportation clients exploring growth opportunities in new verticals.
  • Prepared strategic recommendations for the Board of Directors of a Real Estate Technology and Consulting company analyzing the alternatives for one of their business units.
  • Improved Sales Innovation for a global research firm scaling up a pilot program 10x in two months to systematize personalized outbound marketing for C-level technology executives.
  • Assisted an online presence management technology company rethink sales analytics to support nimble decision making in pursuit of growth target.
  • Supported clients in Private Equity, household appliances, healthcare and telecoms industries on commercial due diligence, customer, service and profitability projects.

Expertise

Industries

  • Business Services
  • Financial Services

Project Types

  • Corporate Strategy
  • Strategy Development
  • Market Assessment
  • Digital Transformation

Representative Clients

Companies

  • Top global publicly traded insurer
  • ~$5B American road transportation company
  • $300MM+ US-based pharmaceutical quality provider
  • >$3.5MM media start-up

PE Firms

  • $100B+ Global PE
  • Middle-market focused European PE investor
  • Multiple European family-promoted PE investment funds

  • Founder, CiTTA Partnership
  • Associate Principal, Civic Consulting Alliance
  • Senior Associate, McKinsey & Co.
  • Manager, GE Healthcare
  • Senior Scientist, GE Healthcare
  • Research Assistant Professor, NYU School of Medicine
  • MBA, University of Chicago
  • PhD, Medical Physics, University of London
  • BA, Physics, University of Oxford

Representative Projects

  • Created a growth strategy for a social enterprise contract manufacturing firm (a ~$25M division of a ~$850M company)
  • Assessed market feasibility for a new B2C product idea for a traditionally B2B healthcare diagnostic company, followed by developing and executing a go-to-market strategy to bring product to market
  • Developed and piloted four new social enterprise business models for 25 diverse network affiliates of a ~$250M national nonprofit, with eventual nationwide impact on affordable, sustainable homeownership
  • Created a business model and business plan to scale a nationwide initiative in early childhood professional training for a ~$75M nonprofit
  • Conducted comprehensive and in-depth customer surveys as inputs into a market expansion strategy for a healthcare software company
  • Created 3-10 year strategic plans and implementation roadmaps for many nonprofits & higher education institutions, ranging in size from ~$1.5M to ~$1B
  • Conducted feasibility assessment and developed financial projections for new social enterprise ideas for established nonprofits, including a museum
  • Conducted market research & risk identification for a clean tech start-up
  • Led program management of the Chicago Climate Action Plan

Expertise

Industries

  • Education
  • Energy
  • Healthcare Services

Project Types

  • Growth Strategy
  • Strategic Planning
  • Business Modeling
  • Go-to-Market
  • Market Research
  • Social Enterprise

Representative Clients

Companies

  • PointClickCare
  • Coventry Diagnostics
  • Alliance Equipment
  • Cherokee Nation Industries
  • PowerenTech

Nonprofits and Public Sector

  • The Jane Goodall Institute
  • United Way for Southeastern Michigan
  • University of California Riverside
  • Museum of Science and Industry Chicago
  • NeighborWorks America
  • City of Chicago

  • Principal, Hanafi Strategy
  • Senior Director, IT Strategy & Innovation, DIRECTV/AT&T
  • COO, Folio3
  • Consultant, Bain & Company
  • Director/Strategy Lead, Viant
  • Financial Analyst, Citigroup Smith Barney
  • BA, Columbia University

Representative Projects

  • Providing Agile PMO and strategy planning support for a federal government agency
  • Planned and supported ~$225M multi-year digital transformation for a large consumer products company
  • Acted as Portfolio Lead for data management and governance initiative for a large consumer products company
  • Conducted IT cost benchmarking analysis for a large telecom provider, identifying ~$70-120M opportunity to right-size spend mix
  • Developed digital platform strategy for sports and news networks division of a Fortune 100 cable company
  • Led financial management and spend analysis for savings portion of $1B IT synergy savings program for M&E company post-merger integration
  • Developed strategies for new digital capabilities in areas such as cloud computing, Big Data, social business and API’s for a large M&E company
  • Led enterprise-wide information management strategy covering all major business units and entire information value chain for a large M&E company
  • Developed IT strategic plans and managed multi-year roadmaps for multiple, complex IT capabilities for a large M&E company

Expertise

Industries

  • Business Services
  • Consumer Products
  • Entertainment
  • Financial Services
  • Retail
  • Technology
  • Telecom

Project Types

  • IT/Digital Strategy
  • Digital Transformation
  • Strategic Planning
  • Corporate Development/M&A Strategy
  • Business Planning
  • Agile PMO
  • Product Management

Representative Clients

Companies

  • CenturyLink
  • Charter Communications
  • Federal Government Agency
  • Harman/Samsung
  • Mattel
  • PTC
  • Seagate
  • Sears
  • VNU/Nielsen

PE Firms

  • American Express
  • Charles Schwab
  • General Dynamics

  • VP Strategy, MeadWestvaco
  • Principal, Marakon Associates
  • Director Strategy, Xerox
  • Associate Principal, McKinsey
  • MBA, The Wharton School, University of Pennsylvania
  • BA, Economics, Harvard

Representative Projects

  • Developed a new adjacent market growth strategy for a $3B branded consumer products company
  • Led strategic diligence for a branded consumer products company acquiring a $60MM Canada-based supplier
  • Evaluated multiple potential new platform acquisition opportunities for a $20B global industrial conglomerate
  • Led team developing a new product market entry strategy for the Food SBU of a $6B global packaging company
  • Drove annual strategic planning process and re-defined the business model of a $3B global vision care provider
  • Co-led the commercial due diligence for a successful $2.4B hospital supplies company acquisition
  • Built a PMO capability and led high-value strategic projects to transform a $1.3B PE-backed consumer products client
  • Developed a break-out strategy for a life sciences client to shape a new market and grow revenue 6x over 5 years
  • Co-led the development of a new international sales and distribution approach for a life sciences client

Expertise

Industries

  • Aerospace/Defense
  • Consumer Products
  • Entertainment
  • Industrials
  • Materials
  • Packaging
  • Pharmaceuticals
  • Technology

Project Types

  • Strategy
  • Corporate Development
  • New Market Entry
  • Profit Improvement
  • Program Management
  • Team Building

Representative Clients

Companies

  • Mead Johnson
  • US Pharmacopeia
  • Pfizer
  • Live Nation
  • Scotts
  • Timken
  • Textron
  • Dow Chemical
  • Allergan
  • Alcon
  • Danaher

PE Firms

  • Charlesbank
  • TPG
  • Clayton Dubilier

  • Independent Consultant, ESG/Impact Investing
  • Head of Business Development, Cornerstone Capital Group
  • Managing Director, UBS Investment Bank
  • Consultant, Bain & Company
  • MBA, Columbia Business School
  • BA, UC Berkeley
  • BA, Economics, Claremont McKenna College

Representative Projects

  • Managed feasibility analysis and created a roadmap for a new strategic line of activity for a $20bn+ asset owner
  • Conducted strategic gap analysis for a multi-million dollar environmental grant-making program that aimed to reach mainstream capital markets, and developed recommendations for new grant partners and projects
  • Presented to and educated several Boards of Directors on investment strategy that would be aligned to their philanthropic mission
  • Developed a decision-making strategy and led the due diligence and RFP process to identify an investment advisor for a family foundation
  • Conducted benchmarking analysis, and developed strategic direction and tactical support for an asset manager, seeking to deepen integration of environmental, social, and governance factors into their investment decisions.

Expertise

Industries

  • Endowments
  • Nonprofits
  • Private Foundations

Project Types

  • Strategic Gap Analysis
  • Feasibility Studies
  • Philanthropic Analysis
  • New Markets/Business Development

Representative Clients

  • Gordon & Betty Moore Foundation
  • The Finance Hub
  • Wespath Benefits & Investments
  • NorthLight Foundation
  • Roy A. Hunt Foundation