Experience

Celerity Consulting Group

• United States
• Information Services
• 1 - 100 Employee

• CEO

  • Jun 2023 - Present

  San Francisco, California, United States Chief Executive Officer of Celerity Consulting Group, provider of information management, data analytics, litigation support and strategic resourcing services to regulated utilities and government entities, as well as the AmLaw 200 and the Fortune 500.



Self-employed

• Independent Consultant

  • Jan 2021 - Jun 2023

  San Francisco, California, United States Executed consulting projects for several e-Discovery and forensic technology companies, including assessments of: - Go-to-market strategies by region/industry/sector - International capabilities and global expansion opportunities - Cross-functional client account strategy and execution - P&L performance, including strategy assessment around headcount, pricing, technology deployment - Competitive landscape and sales & marketing approaches - Key account targeting programs… Show more Executed consulting projects for several e-Discovery and forensic technology companies, including assessments of: - Go-to-market strategies by region/industry/sector - International capabilities and global expansion opportunities - Cross-functional client account strategy and execution - P&L performance, including strategy assessment around headcount, pricing, technology deployment - Competitive landscape and sales & marketing approaches - Key account targeting programs - Relationship development strategies for Fortune 100/500 clients in US, EMEA and APAC Show less



JLL Partners

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Strategic Advisor, Legal Services Industry

  • Sep 2021 - Jan 2023

  San Francisco, California, United States Developed business plan for a global analytics & technology consulting rollup. Evaluated two dozen US-based acquisition targets, and led M&A negotiations with several targets. Identified consulting team carve-out options and service provider acquisition targets in Japan, Hong Kong, mainland China, Korea, India, Singapore and Australia.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Principal, Deloitte Discovery

  • Jul 2008 - Sep 2019

  San Francisco, California Global Leader, Deloitte Discovery Launched global Deloitte Discovery business, managing business operations and leading team of 1,100 staff in 35 countries. Achieved 8X revenue growth over 6 years. Led • Professional services • Sales & marketing • Business strategy • Project management • Training • Licensing negotiations • Technology planning • Recruiting senior talent • Technical support Advised global Forensic CEO on business… Show more Global Leader, Deloitte Discovery Launched global Deloitte Discovery business, managing business operations and leading team of 1,100 staff in 35 countries. Achieved 8X revenue growth over 6 years. Led • Professional services • Sales & marketing • Business strategy • Project management • Training • Licensing negotiations • Technology planning • Recruiting senior talent • Technical support Advised global Forensic CEO on business and investment strategy, acquisitions, streamlining global operations, and profitability issues. Helped initiate highly profitable practices in 15 countries. Consulted to APAC and EMEA leadership re: investment strategy, identification of external senior talent, and cross-border teaming on large FCPA and anti-trust investigations. Led multi-year project to harmonize technology stack, project management methodology, and reporting across 35 countries. Managed cultural differences to build consensus among territories. Negotiated across businesses with conflicting requirements to create a consistent global client experience. Sold and executed over 70 cross-border projects to help APAC- and EMEA-based companies with US operations limit financial exposure and build out compliance functions in response to DOJ, SEC and ITC investigations, IP litigation, and local regulatory inquiries. Spearheaded creation and growth of lucrative Japanese forensic technology business, spending 3 months per year in Japan from 2011-2019. Advised Deloitte Japan and global firm leadership re: talent and investment needs and led cross-border targeting efforts to Western corporations and law firms with Japanese operations. Sold and led 20 engagements for Japanese clients, including DOJ and SEC investigations and related US litigation, and claims management arising from the 2011 Fukushima Daiichi triple disaster.

• Principal, Deloitte Discovery

  • Jul 2008 - Sep 2019

  San Francisco, California, United States West Region Practice Leader, Deloitte Discovery Rebuilt regional forensic technology practice and managed all business operations including professional services, sales & marketing, strategic planning, financial management, recruiting and performance management. Consulted to senior executives in life sciences, technology and energy industries on compliance matters and responses to regulatory and dispute issues. Provided insights to legal, compliance, finance and IT departments on… Show more West Region Practice Leader, Deloitte Discovery Rebuilt regional forensic technology practice and managed all business operations including professional services, sales & marketing, strategic planning, financial management, recruiting and performance management. Consulted to senior executives in life sciences, technology and energy industries on compliance matters and responses to regulatory and dispute issues. Provided insights to legal, compliance, finance and IT departments on global data management and data privacy issues, especially in relation to M&A activities. Served on national Deloitte Discovery leadership team. Led 18-month remediation of failed data center launch, including total revamp of process chain and quality assurance protocols, and successfully remediated 20 failed projects. Developed national Deloitte Discovery business strategy, based on extensive interviews with clients and firm stakeholders, in order to secure investment and fast-track revenue and partner headcount growth. Consulted with global leadership to adapt US strategy to the global practice. Sold and led managed services relationships with West Region based life sciences and technology companies. Coordinated with legal, compliance and IT departments, external legal counsel, and regulators to assist clients in response to regulatory inquiries. Global Forensic Leader, Oil & Gas Supermajor Coordinated global Forensic services to Fortune 20 supermajor over a 10-year period and advised CCO on establishment of centralized compliance function. Counseled client leadership within Legal, Compliance, IT, Internal Audit, Security, and Finance on compliance and data management issues at US headquarters and in various global locations, including Kazakhstan, Korea, Nigeria, Indonesia and Argentina. Built global Deloitte client service team to leverage experiences with other oil & gas clients. Served on national Energy & Utilities management team.



PwC

• Professional Services
• 700 & Above Employee

• Principal, Forensic Technology Solutions

  • Jun 1992 - Apr 2008

  San Francisco, CA / Boston, MA Global & West Region Practice Leader, Forensic Technology Solutions Launched global forensic technology business, serving effectively as global CEO while managing all business operations. Drove global expansion of the forensic technology practice, resulting in 5X revenue growth. Persuaded global firm leadership to make initial investments in global data centers, training, and senior level talent. Streamlined technology platforms, training programs, and operational structures… Show more Global & West Region Practice Leader, Forensic Technology Solutions Launched global forensic technology business, serving effectively as global CEO while managing all business operations. Drove global expansion of the forensic technology practice, resulting in 5X revenue growth. Persuaded global firm leadership to make initial investments in global data centers, training, and senior level talent. Streamlined technology platforms, training programs, and operational structures across practices in 18 countries, leading • Professional services • Sales & marketing • Business strategy • Project management • Coaching/mentoring program • Financial reporting • Recruiting senior talent • Training • Investment strategy Harmonized operations for the global forensic technology network, including performance management, utilization management, global pricing, and data center development. Traveled extensively in Europe and Asia serving clients, lobbying for regional investment, conducting project management training courses, and identifying senior level talent. Analyzed potential expansion locations, consulting with local PwC leadership, law firms, clients, and regulators. Helped establish new businesses in 12 territories. Launched West Region forensic technology business upon relocating to San Francisco in 2003. Served life sciences, utilities, automotive and technology company C-suites and boards of directors on over two dozen complex cross-border DOJ/SEC investigations in 20+ countries. Advised C-suite leaders and boards on post-investigation remediation policies. Assisted several utility companies in response to state regulatory inquiries. Sold and executed multi-year, multi-territory Foreign Corrupt Practices Act investigations for a Fortune 500 O&G client, a global medical devices company and a European auto manufacturer, all involving financial exposure of $1B+. Show less