Experience

When Insurance

• United States
• Insurance
• 1 - 100 Employee

• Chief Strategy Officer (CSO)

  • Jun 2022 - Present



Discover Financial Services

• United States
• Financial Services
• 700 & Above Employee

• Head of Payments Innovation

  • May 2020 - Jun 2022

• Director, Payment Services Strategy & M&A

  • Nov 2019 - May 2020



Target

• United States
• Retail
• 700 & Above Employee

• Senior Director - Innovation

  • Jul 2016 - Mar 2019

  Driving Innovation – bringing innovation strategies and change execution to the core business and Executive Team. Drove the foundational strategy for Target’s digital marketplace. Regularly presented to the Executive Team. Vetted strategies and analyzed opportunities to establish a new digital go-to-market strategy company-wide. Developed investment pipeline of brand and technology startups via our accelerator programs. Presented opportunities to the Executive Team and received… Show more Driving Innovation – bringing innovation strategies and change execution to the core business and Executive Team. Drove the foundational strategy for Target’s digital marketplace. Regularly presented to the Executive Team. Vetted strategies and analyzed opportunities to establish a new digital go-to-market strategy company-wide. Developed investment pipeline of brand and technology startups via our accelerator programs. Presented opportunities to the Executive Team and received funding to establish a portfolio of investments. Created Target’s global enterprise accelerator program, integrating Bangalore (India) and Minneapolis programs under one business unit. Our corporate accelerator program is one of the strongest in the industry with ~60% continued engagement between Target and selected startups. We work with internal business stakeholders to solve some of their most pressing business problems and capability gaps. By identifying and leveraging best practices, we grew the number of startups coming into our Accelerator 10x within three years. Led Target + Techstars Retail Accelerator. Managed the program for two years and then evolved the accelerator to a consortium model by partnering with German wholesaler Metro AG. Handled all of the strategic planning and contract negotiations. Developed and launched our emerging brand accelerator, Target Takeoff. In year 1, we brought 10 companies to the accelerator program. Normalizing the program in year 2, we completed our second iteration of focusing on emerging companies, with several companies available in stores and on-line. In year 3 we will run several iterations of the accelerator. Formulated an internal incubator program dedicated to enabling Team Members to bring their ideas and new ventures to life. Established pilot program to drive engagement with emerging technologies. Supporting the digital team to engage with external platforms. Several initiatives are in flight. Show less Driving Innovation – bringing innovation strategies and change execution to the core business and Executive Team. Drove the foundational strategy for Target’s digital marketplace. Regularly presented to the Executive Team. Vetted strategies and analyzed opportunities to establish a new digital go-to-market strategy company-wide. Developed investment pipeline of brand and technology startups via our accelerator programs. Presented opportunities to the Executive Team and received… Show more Driving Innovation – bringing innovation strategies and change execution to the core business and Executive Team. Drove the foundational strategy for Target’s digital marketplace. Regularly presented to the Executive Team. Vetted strategies and analyzed opportunities to establish a new digital go-to-market strategy company-wide. Developed investment pipeline of brand and technology startups via our accelerator programs. Presented opportunities to the Executive Team and received funding to establish a portfolio of investments. Created Target’s global enterprise accelerator program, integrating Bangalore (India) and Minneapolis programs under one business unit. Our corporate accelerator program is one of the strongest in the industry with ~60% continued engagement between Target and selected startups. We work with internal business stakeholders to solve some of their most pressing business problems and capability gaps. By identifying and leveraging best practices, we grew the number of startups coming into our Accelerator 10x within three years. Led Target + Techstars Retail Accelerator. Managed the program for two years and then evolved the accelerator to a consortium model by partnering with German wholesaler Metro AG. Handled all of the strategic planning and contract negotiations. Developed and launched our emerging brand accelerator, Target Takeoff. In year 1, we brought 10 companies to the accelerator program. Normalizing the program in year 2, we completed our second iteration of focusing on emerging companies, with several companies available in stores and on-line. In year 3 we will run several iterations of the accelerator. Formulated an internal incubator program dedicated to enabling Team Members to bring their ideas and new ventures to life. Established pilot program to drive engagement with emerging technologies. Supporting the digital team to engage with external platforms. Several initiatives are in flight. Show less



Sagence, Inc.

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Principal

  • Nov 2012 - Jul 2016

  Sagence is a management advisory firm dedicated to helping our clients optimize the value of their data assets. From thinking to doing, Sagence works with leading institutions in the acquisition, evaluation, development and management of their critical data assets and in the application of analytics to discover new insights, shorten time-to-value, and drive competitive advantage. • Led product strategy for a digital marketplace for a Fortune 50 retailer. Delivered… Show more Sagence is a management advisory firm dedicated to helping our clients optimize the value of their data assets. From thinking to doing, Sagence works with leading institutions in the acquisition, evaluation, development and management of their critical data assets and in the application of analytics to discover new insights, shorten time-to-value, and drive competitive advantage. • Led product strategy for a digital marketplace for a Fortune 50 retailer. Delivered data-driven strategy based on market and competitor landscapes and identified the largest growth opportunities for client. • Completed robust market and competitor analysis in commerce leading to the launch of substantial new initiatives at the client. Analyzed emerging technologies and peer group company profiles to inform the executive team and board. • Analyzed smart money flows of leading venture capital firms to heat map new market opportunities for client. • Managed a global team (US/Asia/Europe) across several verticals at a leading financial services firm to design and implement an enhanced intraday-risk data monitoring solution in order to meet regulatory requirements and provide more robust credit risk and exposure insight. • Streamlined data account structures in order to normalize procedures across several business lines at one of the world’s leading Investment Banks. Analyzed and challenged existing processes to draft target operating model and propose new client reference data model. • Co-led the implementation and integration of an industry-pioneering risk exposure database at a premier international financial services firm. Worked with Global Operations and the Chief Risk Officer to significantly reduce risk and to extract and normalize data across multiple technology platforms. Designed and implemented a reporting structure that catered to several internal business lines. Show less Sagence is a management advisory firm dedicated to helping our clients optimize the value of their data assets. From thinking to doing, Sagence works with leading institutions in the acquisition, evaluation, development and management of their critical data assets and in the application of analytics to discover new insights, shorten time-to-value, and drive competitive advantage. • Led product strategy for a digital marketplace for a Fortune 50 retailer. Delivered… Show more Sagence is a management advisory firm dedicated to helping our clients optimize the value of their data assets. From thinking to doing, Sagence works with leading institutions in the acquisition, evaluation, development and management of their critical data assets and in the application of analytics to discover new insights, shorten time-to-value, and drive competitive advantage. • Led product strategy for a digital marketplace for a Fortune 50 retailer. Delivered data-driven strategy based on market and competitor landscapes and identified the largest growth opportunities for client. • Completed robust market and competitor analysis in commerce leading to the launch of substantial new initiatives at the client. Analyzed emerging technologies and peer group company profiles to inform the executive team and board. • Analyzed smart money flows of leading venture capital firms to heat map new market opportunities for client. • Managed a global team (US/Asia/Europe) across several verticals at a leading financial services firm to design and implement an enhanced intraday-risk data monitoring solution in order to meet regulatory requirements and provide more robust credit risk and exposure insight. • Streamlined data account structures in order to normalize procedures across several business lines at one of the world’s leading Investment Banks. Analyzed and challenged existing processes to draft target operating model and propose new client reference data model. • Co-led the implementation and integration of an industry-pioneering risk exposure database at a premier international financial services firm. Worked with Global Operations and the Chief Risk Officer to significantly reduce risk and to extract and normalize data across multiple technology platforms. Designed and implemented a reporting structure that catered to several internal business lines. Show less



BlackArch Partners

• United States
• Investment Banking
• 1 - 100 Employee

• Investment Banking Associate

  • Oct 2010 - Dec 2011

  BlackArch Partners is an entrepreneurial middle-market investment bank offering services to a broad range of industry clients. At BlackArch, I led and supervised marketing efforts for clients in different industries. Spearheaded M&A process for multiple clients, from crafting growth projections and drafting offering memoranda through final sale of companies. Analyzed valuation models, forecasting values for prospective clients. • Managed client relationships with owner and CEO of… Show more BlackArch Partners is an entrepreneurial middle-market investment bank offering services to a broad range of industry clients. At BlackArch, I led and supervised marketing efforts for clients in different industries. Spearheaded M&A process for multiple clients, from crafting growth projections and drafting offering memoranda through final sale of companies. Analyzed valuation models, forecasting values for prospective clients. • Managed client relationships with owner and CEO of leading distribution company throughout sale process. Met client’s request to create and complete management presentation in very aggressive timeframe. CEO personally commented on the quality, comprehensiveness, and success of the presentation. • Co-led transaction of leading tool and equipment distributor, sale price significantly exceeded expectations. • Identified major strategic and performance issues for engineered materials manufacturer. Benchmarked financial performance against overall industry growth to highlight outperformance. • Formulated detailed, ground-up growth strategy for target markets of engineered materials manufacturer. Identified market potential for existing products and new product initiatives. Prospective buyers commented on strength of growth plans. Show less BlackArch Partners is an entrepreneurial middle-market investment bank offering services to a broad range of industry clients. At BlackArch, I led and supervised marketing efforts for clients in different industries. Spearheaded M&A process for multiple clients, from crafting growth projections and drafting offering memoranda through final sale of companies. Analyzed valuation models, forecasting values for prospective clients. • Managed client relationships with owner and CEO of… Show more BlackArch Partners is an entrepreneurial middle-market investment bank offering services to a broad range of industry clients. At BlackArch, I led and supervised marketing efforts for clients in different industries. Spearheaded M&A process for multiple clients, from crafting growth projections and drafting offering memoranda through final sale of companies. Analyzed valuation models, forecasting values for prospective clients. • Managed client relationships with owner and CEO of leading distribution company throughout sale process. Met client’s request to create and complete management presentation in very aggressive timeframe. CEO personally commented on the quality, comprehensiveness, and success of the presentation. • Co-led transaction of leading tool and equipment distributor, sale price significantly exceeded expectations. • Identified major strategic and performance issues for engineered materials manufacturer. Benchmarked financial performance against overall industry growth to highlight outperformance. • Formulated detailed, ground-up growth strategy for target markets of engineered materials manufacturer. Identified market potential for existing products and new product initiatives. Prospective buyers commented on strength of growth plans. Show less



ADM Investor Services

• United States
• Financial Services
• 1 - 100 Employee

• Investment Strategist

  • Apr 2007 - Sep 2009

  Kottke is a boutique Commodity Trading Advisor (CTA), Futures Brokerage, and Proprietary Trading firm based in Chicago. Recruited by former Manager at Refco. At Kottke, I drove trades in multiple markets and provided strategic investment insights and recommendations using sophisticated data analyses. Mentored new traders and assisted in developing team trading plan. • Monitored foreign exchange markets to execute metals investment strategy resulting in significant gain. • Cultivated… Show more Kottke is a boutique Commodity Trading Advisor (CTA), Futures Brokerage, and Proprietary Trading firm based in Chicago. Recruited by former Manager at Refco. At Kottke, I drove trades in multiple markets and provided strategic investment insights and recommendations using sophisticated data analyses. Mentored new traders and assisted in developing team trading plan. • Monitored foreign exchange markets to execute metals investment strategy resulting in significant gain. • Cultivated client relationship with high net worth investor generating an increase of assets under management by 200%. • Created an investment strategy that exceeded profit quota by 100%. • Integrated analysis of global macroeconomic data with mean reversion investment strategy to yield large returns in the Eurodollar short term interest rate market during FOMC rate decisions. Show less Kottke is a boutique Commodity Trading Advisor (CTA), Futures Brokerage, and Proprietary Trading firm based in Chicago. Recruited by former Manager at Refco. At Kottke, I drove trades in multiple markets and provided strategic investment insights and recommendations using sophisticated data analyses. Mentored new traders and assisted in developing team trading plan. • Monitored foreign exchange markets to execute metals investment strategy resulting in significant gain. • Cultivated… Show more Kottke is a boutique Commodity Trading Advisor (CTA), Futures Brokerage, and Proprietary Trading firm based in Chicago. Recruited by former Manager at Refco. At Kottke, I drove trades in multiple markets and provided strategic investment insights and recommendations using sophisticated data analyses. Mentored new traders and assisted in developing team trading plan. • Monitored foreign exchange markets to execute metals investment strategy resulting in significant gain. • Cultivated client relationship with high net worth investor generating an increase of assets under management by 200%. • Created an investment strategy that exceeded profit quota by 100%. • Integrated analysis of global macroeconomic data with mean reversion investment strategy to yield large returns in the Eurodollar short term interest rate market during FOMC rate decisions. Show less



Breakwater Trading

• United States
• Financial Services
• 1 - 100 Employee

• Bond Arbitrageur

  • Sep 2006 - Apr 2007

  Breakwater Trading is a pro-active trading organization focused on using technology to rapidly identify opportunities in the market. At Breakwater, I was responsible for initiating and developing investment strategies using innovative technologies. • Increased profits of existing portfolio by 35% using extensive knowledge of standard deviations. Within several months, other traders incorporated this tool into their trading style, achieving improved results. Complimented for fostering… Show more Breakwater Trading is a pro-active trading organization focused on using technology to rapidly identify opportunities in the market. At Breakwater, I was responsible for initiating and developing investment strategies using innovative technologies. • Increased profits of existing portfolio by 35% using extensive knowledge of standard deviations. Within several months, other traders incorporated this tool into their trading style, achieving improved results. Complimented for fostering investment team cohesiveness. • Formulated basis trading strategy to create a risk reduced duration-neutral bond portfolio. • Analyzed movements in spread ratios along the entire yield curve, generating large profits. Show less Breakwater Trading is a pro-active trading organization focused on using technology to rapidly identify opportunities in the market. At Breakwater, I was responsible for initiating and developing investment strategies using innovative technologies. • Increased profits of existing portfolio by 35% using extensive knowledge of standard deviations. Within several months, other traders incorporated this tool into their trading style, achieving improved results. Complimented for fostering… Show more Breakwater Trading is a pro-active trading organization focused on using technology to rapidly identify opportunities in the market. At Breakwater, I was responsible for initiating and developing investment strategies using innovative technologies. • Increased profits of existing portfolio by 35% using extensive knowledge of standard deviations. Within several months, other traders incorporated this tool into their trading style, achieving improved results. Complimented for fostering investment team cohesiveness. • Formulated basis trading strategy to create a risk reduced duration-neutral bond portfolio. • Analyzed movements in spread ratios along the entire yield curve, generating large profits. Show less



Refco

• Financial Services
• 1 - 100 Employee

• Proprietary Trader

  • Oct 2003 - Jan 2005

  Refco was one of the world's leading commodities broker. I was hired as one of 15 new traders, given one month of trading support and was the only trader who succeeded. • Recognized by management for producing the most revenue of any new employee in my class. Acknowledged for strong technical skills, work ethic and results – consistently beating the market. • Launched successful Eurodollar short term interest rate trading strategy. • Mentored new traders in the training program. Refco was one of the world's leading commodities broker. I was hired as one of 15 new traders, given one month of trading support and was the only trader who succeeded. • Recognized by management for producing the most revenue of any new employee in my class. Acknowledged for strong technical skills, work ethic and results – consistently beating the market. • Launched successful Eurodollar short term interest rate trading strategy. • Mentored new traders in the training program.