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Skills

  • Financial Analysis
  • Marketing
  • Planning
  • Software Development
  • Strategy
  • Team Management
  • Agile Development
  • Brand Identity
  • Branding
  • Business Consulting
  • Business Development
  • Client Growth
  • Cloud Computing
  • Concept Art
  • Concept Development

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Services

  • Scrum master

    $50/hr Starting at $2K Ongoing

    Dedicated Resource

    Certified Scrum Master and Agile Product Owner, financial services, e-commerce, pharma & and medical device domain experience.

    Agile DevelopmentE-CommerceFinancial AnalysisFinancial ServicesScrum

  • Financial planning & portfolio strategy

    $50/hr Starting at $500 Ongoing

    Dedicated Resource

    I'm an independent CFP(R) professional with 10+ years of comprehensive financial planning experience performing the full range of investment, retirement and estate planning for high-net worth investors,...

    Business ConsultingBusiness DevelopmentClient GrowthCloud ComputingConsultant

  • New market entry strategy

    $40/hr Starting at $1K Ongoing

    Dedicated Resource

    Versatile, accomplished & entrepreneurial strategic marketing program manager with 15+ years experience in market research, brand identity, concept design, new product development, rapid prototyping &...

    Brand IdentityBrandingConcept ArtConcept DevelopmentDesign

About

Program Management | Strategic Marketing | Digital Transformation | Lean | Agile Product Design | Scrum | AI | Analytics | Financial Planning | FinTech | e-Learning

I design strategic growth initiatives, develop great teams & build customer-centric capabilities at the intersection of strategic marketing, digital transformation & organizational effectiveness. I especially enjoy helping engineers, scientists, analysts & technical teams "turn their gifts into gold" at innovative Fortune 500 industry leaders in financial services, life sciences, medical devices, media, cloud computing & e-commerce.

PROVEN TRACK RECORD - IDEALLY SUITED TO:
• Identify & quantify global growth opportunities
• Develop great Agile teams
• Design new strategic business models
• Lead digital transformation initiatives
• Foster stakeholder alignment
• Help achieve breakthrough results across disciplines, industries, geographies & cultures

PRIOR ROLES:
• American Express - Director, New Product Development
• Fidelity - Director, Retail Service Quality
• IBM - Client Manager
• Becton Dickinson - Manager, Org. Effectiveness & Learning
• Rath & Strong - Sr. Consultant
• Korn Ferry Hay Group - Consultant

EDUCATION & CERTIFICATIONS:
• EMBA, Master of Int'l Mgmt & BBA-Finance from top 5 B-schools
• Adjunct MBA faculty: Entrepreneurship, Innovation, Transformation, Finance, Accounting, Global Mgmt.
• Experience in Europe, L. America, Asia & Mid East; Spanish & German proficient
• Certifications: CSM, Lean Six Sigma Green Belt; Project Management Professional (PMP)® candidate (1/19); process redesign; leadership & human capital development
• CFP® Practitioner; prior FINRA Series 7, 66, 31 Managed Futures; Life & Health Ins.; clean U4

EXPERTISE:
Digital Transformation, Profitable Growth, Design Thinking, Agile, Lean, Scrum, Program Management, Collaboration, Innovation, Digital Marketing, Strategic Partnerships, Relationship Building, Problem Solving, Cloud, AI, Leadership Development, OD, Change Management

PERSONAL:
Married with 2 daughters. Enjoy int'l travel, tennis, running, swimming & windsurfing on Boston's N. Shore.

Work Terms

Flexible, "out-of-the-box" original design thinker & lifelong learner. Road warrior accomplished developing & leading cross-functional, multi-cultural, virtual & remote teams.