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Sectors Experience and Practice Areas

 SECTOR EXPERIENCE:

Cross-industry transformation leader with experience scaling startups, restructuring mature orgs, and advising governments and Fortune 100s alike

  • Healthcare Life Sciences and Digital Health
  • Energy, Utilities and Sustainability
  • SaaS, AI, Semiconductor, Robotics and Automation
  • Financial Services and Fintech
  • Public Sector and Government
  • Consumer, Fashion, and Consumer Packaged Goods
  • Construction and Real Estate
  • Manufacturing and Supply Chain

PRACTICE AREA TRACK RECORD:

Operational Transformation

  • Led operational transformation for 18 organizations with P&Ls from $5M to $800M
  • Delivered cost reductions of up to 30% and churn improvements of 15–40% through CX redesign and org restructuring
  • Implemented 500+ SOPs, OKRs, dashboards, and ERP/CRM platforms including Salesforce, Odoo, and SharePoint
  • Managed global HR, legal, finance, and CX teams during post-merger integration, scale-up, or distress recovery
  • Recruited by boards/founders in crisis and scaled execution infrastructure across 3–10 departments per engagement

Enterprise Strategy & Growth

  • Served as CEO for 7 companies across healthcare IT, finance, crypto, nonprofit, and CPG sectors
  • Drove revenue growth from $500K to $50M+ via strategic pivots, GTM redefinition, and capital-efficient expansion
  • Raised $20M+ across seed, Series A, and bridge rounds; advised investor decks, data rooms, and board relations
  • Directed B2B and D2C platform launches with 2x–5x growth in customer base or GMV
  • Expanded engagements 2x–3x on average due to proven execution, leadership continuity, and impact scaling

Product-Market Fit & Innovation Strategy

  • Led PMF and innovation strategy for 3 startups across AI, cybersecurity, and digital investment platforms
  • Reduced time-to-revenue by 40% through alignment of GTM strategy, capital deployment, and ecosystem design
  • Designed strategic partner ecosystems that increased integration and channel partner activity by 2x–4x
  • Unified investor, product, and marketing narratives through positioning architecture and cross-functional collaboration
  • Supported C-suite through new market entry, founder transitions, or platform pivots to unlock strategic growth

Advisory, Training & Change Enablement

  • Designed and delivered PG&E’s 3-day Project Management Mastery course to 500+ leaders across a 9-year engagement
  • Designed enterprise execution systems that improved cross-functional delivery and project completion rates by 30%
  • Advised $50M+ transformations in government, energy, and technology sectors spanning 3,000+ employees
  • Provided strategic guidance during organizational change, including talent realignment, process redesign, & risk mitigation
  • Retained post-engagement for coaching and board-level advisory across multiple clients and industries

TOOLS & SYSTEMS:

  • Salesforce, HubSpot, Zoho CRM, Mailchimp, Klaviyo
  • Odoo, QuickBooks Online, Shopify, WooCommerce, Expensify
  • Gusto, BambooHR, ADP, Lattice, TalentLMS
  • Asana, Smartsheet, Trello, Basecamp, Miro, Lucidchart, Harvest
  • Slack, Teams, Zoom, SharePoint, Otter.ai, Dropbox
  • Zendesk, SurveyMonkey, Qualtrics, Zapier, IFTTT, PandaDoc
  • HL7, Athenahealth, Meditech, eCW, DocuTap, Allscripts, Epic
  • GitHub, Okta, Google Analytics, OpenAI, ShipStation

LEADERSHIP PROFILE:

  • Dual MBAs: Cornell University & Queen’s University
  • Fluent in Spanish | Native English | Lived in 9 countries
  • Held U.S. Secret Security Clearance (S-Level)
  • Founded first company at 14, leading a six-person team
  • Mentor to multiple CEOs and Board Member for six organizations
  • All 30+ engagements were secured through direct client referrals
  • Public speaker, half-marathon finisher, Spartan Race competitor
  • Known for high-trust leadership, systems thinking, internal customer service orientation, and empowering teams