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Bio

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A seasoned executive with 30+ years of experience in strategy, management consulting, and leadership, with expertise in business development, crm, and financial services. He has held various roles, including Chief Revenue Officer, Senior Partner, Global Account Leader, and Managing Director, at prominent companies like Assurified, Korn Ferry, PwC, and Deloitte Consulting.

Experience

    • Chief Revenue Officer (Cro)
  • Assurified
    • United States
    • Chief Revenue Officer (CRO)
      • Apr 2024 - Present
      • United States

      Assurified leverages advanced technology and data science to help commercial real estate owners and operators maximize asset returns, optimize risk management, minimize insurance costs, and enhance operational efficiency. We are currently operating in stealth mode. For more information, email us ...

  • Stealth Mode Startup
    • Rancho Santa Fe, California, United States
    • Advisor, FinTech/Real Estate Tech startup
      • Feb 2024 - Mar 2024
      • Rancho Santa Fe, California, United States

      Advisor to Real Estate and InsurTech startup.

  • Korn Ferry
    • United States
    • Senior Partner, Global Account Leader
      • Oct 2020 - Oct 2023
      • United States

      Global Account Leader building Korn Ferry's largest enterprise relationships across Financial Services and Private Equity, including portfolio company relationships in industrial, tech, real estate, and insurance. Grew Korn Ferry relationships and revenue at one the world's largest Alter...

    • Strategic Advisor and Chief Operating Officer
      • Apr 2019 - Sep 2020
      • Global

      Advising founding team of an industry platform startup utilizing distributed ledger, open source, and AI technologies to leapfrog existing market offerings and capabilities. Business plan, investor decks, market analysis and research, competitive analysis, staffing plans, technology partner engag...

    • Senior Executive, Chief Strategy and Growth Officer
      • Nov 2016 - Mar 2019
      • Chicago, Illinois

      Eliminated non-strategic development programs & focused investment on core strategic platforms, reducing development times by 30%+. Guided development of partners and alliances program that grew net pipeline of >$50M. Revamped early stage product development marketing analysis, design tea...

    • US Sales Network Leader, Managing Director
      • Jan 2014 - Nov 2016

      Led PwC's US Sales Network consisting of 200+ Client Relationship and Alliance Executives driving directly credited revenue of >$1.8B of new business annually and team revenue of $4B. During my tenure, Network growth rates were double the rest of PwC. Through changes to hiring, performance management, account targeting, account management, and coaching, increased sales performance across all quintiles of performance by up to 100%.

    • Managing Director, Client Relationship Executive
      • Feb 2003 - Jan 2014

      Over 10+ years, delivered 4x the annual sales achievement of PwC's average Client Relationship Executive. Built some of PwC's largest non-audit accounts by integrating relationships across the enterprise and aligning services to client goals. Created leading practice client relationship and account management approaches, segmentation and targeting strategies, and processes to increase access and utilization of PwC expertise and solutions at key clients.

    • Director, Central Region
      • 2001 - 2003
      • Chicago, Illinois, United States

      Increased monthly revenue 131%, average billing rates 44%, gross margins from zero to 65%. Increased staff utilization by 116%.Managed the Central Region with resources in Chicago, Dallas, Toronto, Denver, Cincinnati, and Cleveland. Nationally responsible for staffing, staff development and train...

  • Scient Corporation
    • Managing Director, Health and Wellness Industry
    • Managing Director
      • Apr 2000 - Jun 2001
      • Managing Director, Health and Wellness Industry

      Managing Director and Midwest lead for Scient's Health and Wellness industry team. Program manager for Scient's single largest program, an on-line benefits administration system for mid-market companies.

    • Senior Manager (last title, promoted from Sr Consultant to Manager to Sr Mana...
      • Jul 1995 - Apr 2000
      • Chicago, IL

      Led client engagements within life sciences and manufacturing clients. Expertise in client relationship management, supply chain, new product development, quality systems (GMP, ISO) and ERP implementation.

    • Operations Director, Product Development Program Manager, ...
      • Aug 1987 - Jun 1995

      Led BU operations contributing 90% of divisional profit on 17% of sales. Achieved 10x quality improvements in field and production quality. Led ISO9000 implementation and was FDA interface for business unit regulatory compliance and inspection. Led team that resolved field quality issues, trimmin...

Education

  • Stanford University
  • University of California, Los Angeles - The Anderson School of Management
  • UCLA Anderson School of Management

Suggested Services

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Industry Focus. “Management Consulting”

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