Experience

Creative Million

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Board Treasurer

  • Jan 2021 - Present

  New York, United States Treasurer and Board Member of non-profit foundation making grants to establish and enhance sustainable livelihoods for vulnerable women artisans around the world.



Alvarez & Marsal

• United States
• Business Consulting and Services
• 700 & Above Employee

• Senior Director

  • Oct 2017 - Jun 2019

  Greater New York City Area



Deloitte Consulting

• Italy
• Business Consulting and Services
• 700 & Above Employee

• Sr. Manager

  • 2008 - 2016

  Greater New York City Area Leader within the strategy practice focusing on financial services clients. Member of the account team for a global banking institution, serving point on developing relationships and pursuing sales opportunities within the consumer lines of business • Sold and delivered over 30 projects to banking, insurance, and private equity clients at C-suite and divisional leadership levels on strategic priorities – business growth, marketing and digital strategy, organizational restructuring, and cost… Show more Leader within the strategy practice focusing on financial services clients. Member of the account team for a global banking institution, serving point on developing relationships and pursuing sales opportunities within the consumer lines of business • Sold and delivered over 30 projects to banking, insurance, and private equity clients at C-suite and divisional leadership levels on strategic priorities – business growth, marketing and digital strategy, organizational restructuring, and cost reduction • Selected recent client engagements: o Personalized digital marketing strategy and capability development for a leading credit card issuer o Financial products strategy for a 35-million member national organization o Long-term strategic planning for a national life insurer o Operations cost benchmarking and scale curve analysis for a national card issuer • Authored and published or presented several thought leadership pieces: Deloitte’s official comments on the 2008 Federal TARP program for financial markets recovery, survey of life insurance buyers and non-buyers, scenarios on competitive responses to Obamacare by health insurers, US retirement policy scenarios Show less



Monitor Group

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

• Associate Partner

  • 2005 - 2008

  Greater New York City Area Leader within the financial services industry and operational excellence practice areas • Sold and delivered 10 projects to clients in banking & securities, insurance, telecommunications, retail, specialty steel, and chemicals. Client projects covered business growth, market and product assessment, functional effectiveness enhancement, and cost reduction • Selected client engagements: o Consumer banking profitability improvement for a major Canadian bank o Growth… Show more Leader within the financial services industry and operational excellence practice areas • Sold and delivered 10 projects to clients in banking & securities, insurance, telecommunications, retail, specialty steel, and chemicals. Client projects covered business growth, market and product assessment, functional effectiveness enhancement, and cost reduction • Selected client engagements: o Consumer banking profitability improvement for a major Canadian bank o Growth strategy for a leading supplemental life & health insurer • Served on Monitor’s due diligence team for a major acquisition, developing the valuation model and quantifying synergies • Developed or refined Monitor’s methodologies in consumer banking performance improvement, offshoring and outsourcing strategy, and overhead cost transformation Show less



The Azur Company

• Director

  • 2003 - 2005

  Greater New York City Area Responsible for business development in the New York area and for project delivery • Developed the firm’s consulting methodology and marketing materials



EHS Partners

• Environmental Services

• Director

  • 2000 - 2003

  Greater Chicago Area • Delivered major revenue enhancement and cost reduction projects at two regional banks. Both stocks outperformed the Dow Jones Banking Index (48% vs. 16% and 8% vs. -14%) over two-year periods following project completion • Redeveloped the firm’s training materials for client executives



PwC Consulting

• Business Consulting and Services

• Principal Consultant

  • 1995 - 2000

  Greater Chicago Area Member of the strategy consulting practice, rising to be a senior practitioner within the Airlines & Travel Services industry sector • Built long-term advisory relationship with the C-suite of a $1.3 Billion global travel reservation systems company. Served as the go-to consultant to deliver strategy projects (scenario planning, market and product strategies, acquisition assessment) • Led presentation to the CEO and Board Chairman of a $30 billion telecommunications equipment company on… Show more Member of the strategy consulting practice, rising to be a senior practitioner within the Airlines & Travel Services industry sector • Built long-term advisory relationship with the C-suite of a $1.3 Billion global travel reservation systems company. Served as the go-to consultant to deliver strategy projects (scenario planning, market and product strategies, acquisition assessment) • Led presentation to the CEO and Board Chairman of a $30 billion telecommunications equipment company on recommendations for improving investor communications practices Show less



University of British Columbia

• Canada
• Health, Wellness & Fitness

• Assistant Professor

  • 1991 - 1995

  Vancouver, Canada Area Responsibility for teaching graduate and undergraduate courses in managerial accounting & decision-making. Focus of research was on the informational efficiency of markets • Appeared on Canadian national television and radio to discuss findings from one of my research projects – election prediction markets • Published in Canadian economics and political science journals