Industry: Software
- Managing Director, Quincy Analytics
- Partner, The Lucas Group
- Vice President & Chief of Staff, Liberty Mutual Insurance
- Manager International Growth, Staples, the Office Superstore
- Consultant, Bain & Company
- MBA, University of Chicago Booth School of Business
- BS, Quantitative Economics, Tufts University
Representative Projects
- Performed due diligence and led integration of claims and wholesale units for 2 $10bn P&C insurance carriers; delivered $120mm+ in synergy savings
- Used “profit pool” approach to identify high potential new market and product extensions for the $60bn 2nd largest US life insurer; opportunities identified led to road map to achieve $740mm operating profit increase over 7-years
- Led complete strategy development for a $15bn P&C insurer; delivered projects with EVA of $400mm
- Led due diligence of leading SaaS provider of e-application and quoting software for the life insurance and variable annuity market
- Designed go-to-market strategy to leverage digital assets of a PE backed InsurTech IoT/Telematics provider
- For a mid-sized PE firm, led due diligence for successful acquisition of a $50mm SaaS employee benefits administration solution
- Developed global growth strategy for the world’s largest retailer using grounds up profit pool approach across 4 continents and 12 countries
- Created 5-year blueprint to improve EBITDA from $40mm to $475mm for the largest US wholesale grocer
- Built business cases for initial international expansion of largest office superstore
Expertise
Industries
- Business Services
- Insurance
- Retail
- Software
Project Types
- Due Diligence
- Financial Modeling & Analysis
- Growth Strategy
- M&A/PMI
- Profit Improvement
Representative Clients
Companies
- Liberty Mutual
- Chubb
- Prudential
- OneBeacon
- Roost Telematics
- Walmart
- C&S Wholesale Grocers
- Staples
- Sysco Foodservice
PE Firms
- Bessemer IP
- EQT
- Welsh Carson
- Riverside
- Great Point Partners
- Brookside Partners
- Founder, Nagree Consulting
- VP Customer Success
- Senior Strategy Consultant, Dell
- Senior Analyst, Bain & Co
- Attorney
- MBA, Wharton School
- JD, Bond University (Australia)
- B Ecomms (Bond University)
Representative Projects
- Created a Customer Retention strategy to execute bookings worth $70M
- Built go-to market strategy for business unit within Dell, resulting in 15% revenue improvement in <12 months
- Spearheaded cost-reduction strategy for food manufacturing, resulting in 7% reduction in waste and 10% efficiency improvement
- Revamped go-to-market strategy for B2B2C technology company, resulting in 2x increase in sales velocity
- Developed new organizational design for B2B company resulting in 40% reduction in headcount (and cost) without impacting revenue
Expertise
Industries
- Advertising & Media
- Pharmaceuticals
- Software
- Technology
Project Types
- Growth Strategy
- Product Marketing
- Go-to-Market
- Customer Retention
- Organizational Design
- Sales Enablement
Representative Clients
- AXA Financial
- Goodman Fielder
- NAB
- Ansell
- Dell
- Digital Pharmacist
- TrendKite
- ScaleFactor
- Wodify
- Luxe Sweets