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About Me

I have had extensive, and successful, experience as a lead consultant and engagement manager, as well a marketing and systems manager and professional.  While focusing on financial services and insurance sector clients, I have also worked with high tech manufacturers and technology firms, e.g., systems integrators, commercial software firms.   I have led projects focused on operational effectiveness and revenue growth.

I am in expert in customer management – both the assessment and development of business processes and applications for clients - and the execution of account management plans and programs for clients and the firm. 

My strength is aligning technology with business – creating and managing an information systems plan that puts the alignment into practice – then following through on behalf of customers, employees, and management.

I am productive working in both strategic planning and project management roles, and have done both.   

Education and Qualifications

MM/MBA, finance/policy, Kellogg School (Northwestern)
BS, engineering management, Rensselaer Polytechnic Institute
CMA, Institute of Management Accountants

A large variety of internal and external management, technology, and financial courses taken in conjunction with various career assignments (Harvard, Wharton, Fairfield, Georgia, Clemson).