My Services
Strategy (Corporate, Financial, Market, and Growth) Commercialization of products and technology Finance and Corporate Finance M&A Integration Corporate Development Change Management Investment Strategy / Venture Capital Modeling & Decision Analysis Crisis Management / Turnaround Management Marketing Strategy Organizational Design
Advisory type
Consulting, Advertising, Sales, Marketing & PR
Service line
Generalist, Corporate Finance, Corporate Development & Events, Digital Economy, Innovation, Marketing & Sales, Restructuring & Transformation, Risk Management, Strategy, Analytics & Measurement, Analytics & Measurement Online, Business to Business Marketing, Customer Acquisition, Digital Marketing, Digital Strategy, Marketing, Market Research, Product Marketing, Strategy and Consulting for Marketing
Expertise
Strategic Advisory Services Strategic Consulting Strategic Financial Planning Strategic Organizational Change Management Strategic Partnerships Strategic Planning Strategy & Management Consulting Strategy Finance Corporate Finance Finance Business Transformation Financial Advisory Services Financial Forecasting Financial Management Financial Modeling Project Finance Project Management Project Planning Project Portfolio Management Program Management Portfolio Management Portfolio Performance Modeling Market Analysis Marketing Market Entry Market Insights Market Intelligence Market Planning Marketing Management Marketing Strategy Marketing Models Marketing Research Venture Capital Venture Capital Consulting Venture Financing Investment Research Startup Consulting Fortune 500 Consulting Transformation Mergers & Acquisitions Mergers and Acquisitions Integration Integration Services Due Diligence Management Consulting Corporate Reorganisations Corporate Restructuring Corporate Strategy Crisis Management Turnaround Management Pharmaceutical Industry Biotechnology Consumer CPG Technology Board Consulting Organizational Design Organizational Effectiveness Leadership Development Lean Consulting
Agriculture, Biotechnology, Cleantech, Computer, Consulting, Consumer Products, Education, Entertainment, Hospitality & Leisure, Financial Services, Food Beverage & Tobacco, Government / Public Services, Healthcare, High Tech, Information Technology, Internet Publishing, Internet Services & Retail, M&A, Non Profit Sector, Pharmaceuticals & Life Sciences, Private Equity, Retail & Wholesale, Software, Technology, Telecommunications, Venture Capital
Previous Employers
Crain & Company, Denver, CO Managing Director • Lead and scope all major clients and engagements for superior strategic, operational, financial, and organizational outcomes. • Responsible for outlining, leading, and staffing all engagements. Including significant contribution to teams to ensure full delivery of successful outcomes. • Manage all of the firms operations, strategy, marketing, and finance. • Manage and coach all consultants, analysts, and firm colleagues. BowTie, Denver, CO CEO and Co-founder • Founding member and executive responsible for strategy, operations, finance, and other business facets of this pre-launch tech startup. • Responsible for all finance work including corporate finance, accounting and reporting, FP&A, contract negotiation, and filings. • Successfully lead investment funding from multiple sources including Super Angels, Angel groups, and investement funds. • Manage all core teams and functions of the company, as well as investor relations. @Pay, Albuquerque, NM Vice President of Operations and Strategy • Company’s strategic executive responsible for development of strategic direction, customer identification, product development, and large scale all initiatives. • Executive team member and manager of the Product and Dev, Marketing and Creative, Production, and Strategy directors and teams. • Development of company wide vision and point of contact with VC and other large investors both current and potential for data needs and inquiries, as well as direction of finance functions. LivingSocial, Washington, DC Senior Operations and Strategy Manager • Division's Operations leader with direct management of Project Management Team, Business Solutions and Strategy Team, and Analytic Insights Team with overall responsibility of developing and driving division level operations and strategy. • Owner of pivot strategy designed to reposition an existing stalled $1.2 million business to capture white-space in two key market segments valued at over $350 million. Currently pacing to capture $18 million in the coming year based on early gains from the pivot. • Lead negotiator in multiple value creating company-to-company contract and partnership tie ups positively impacting all major US markets, and lead operations negotiator on multi-divisional contract negotiation resulting in partnership necessary to launch new product offerings and a new multi-million dollar business line. • Program owner of large scale multi-division financial and operations alignment of a $51 million business providing the first and most robust insights package to date for future direction setting. • Drove the division's strong portfolio of markets and diverse products delivering an average of 31.8% revenue growth month-over-month outpacing the larger company 5X and the second fastest growing division by 2X. • Lead designer and program owner of company strategic initiatives plan designed to spur growth of key company division of over 450 people, streamline operations, and accelerate revenue generation. Hit all milestones of cutting online production time in half, increasing sales velocity 45%, and expanding margin. • Member of company-wide Operations Leadership Team. Human Genome Sciences, Inc., Rockville, MD (DC Metro) Manager, Finance --Human Genome Sciences acquired by GlaxoSmithKline-- • Lead finance alliance management of multiple key external collaboration programs and partners (totaling over $20 million in peak annual budget) with general business responsibilities including financing, strategic planning, operations planning, and crisis management and resolution. • Management of data gathering and analysis of future business development opportunities designed to fill mid-stage portfolio opportunities and minimize long-range product pipeline volatility resulting in two positive acquisition targets and decreased portfolio exposure. • Management of complete Development (R&D) programs budget of over $34 million and management of 45% of clinical programs budget of $55.7 million including strategic planning, forecasting, and opportunity identification. Pfizer, Inc., New York, NY Business Analyst --Emerging Markets Finance Group-- • Lead finance member of the Medical Development Team’s Leadership Team (MDT-LT), an 8 person group responsible for coordinating all commercial, clinical, and medical development in the Emerging Markets. • Management of Global Access finance responsible for organizing and executing against “tip of the spear” market entry opportunities that establish Pfizer’s presence in new and novel markets. • Lead finance representative to the Emerging Market Business Unit (EMBU) Portfolio Review Committee (PRC), comprised of the senior leaders from across EMBU and responsible for assessment of all potential products across the emerging markets. • Contributing member of the Development Budget/Value Council (DBVC), a cross-business unit, cross-functional group tasked with pan-organization portfolio level decisions as they relate to budget and valuations with the goal of enabling senior leadership prioritization decisions across the organization. --Emerging Markets New Business Group-- • Provided business development activities for 2 different company initiatives totaling nearly $400 million in total value including financial valuation, competitive analysis, and strategic framing of future negotiations resulting in major new generics projects that are core to Pfizer’s short and long term strategy. • Manage two global regions with 8 countries (forecast with peak revenues of $2.3 billion) as the global commercial lead responsible for launch of molecules and partnerships including oversight of all functional areas from legal and manufacturing to commercial assessment and launch operations.
College / University Degrees
Master
Indiana University, Kelley School of Business (A Global Top 20 Program)
Specialized training, Certifications
Master of Business Administration, double major in Finance and Strategic Management GPA 3.76 • Faculty selected: Consulting Academy and Academy PLUS Life Sciences • Peer elected member Curriculum Advisory Counsel and VP of Professional Development—Consulting Club • Merit based Graduate Assistantship recipient—support for faculty led industry consulting • Founding member and leader of two week consulting engagement to Peru working with five different clients and managing a team of 20 first year MBAs
Languages
English
My Snapshot
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- Rate/hour ($): 400-600
- Experience level (yrs): expert
- Size of typical clients: Enterprise