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Entrepreneurial-minded director of strategy that is motivated to solve new problems

Work History


Director of Strategy & Corporate Development

MGT Consulting Group

Collaborate with the CEO and leadership team to develop strategies to drive organic and inorganic growth through M&A, strategic account management or innovating  our service offerings and processes to align with future market demands in the public sector

Selected, designed and managed the end-to-end implementation of Mavenlink our professional services automation solution that manages the entire project lifecycle across thousands of projects and hundreds of employees; continuously iterating our roadmap for Mavenlink to maximize business value from API integrations to process automation.

Managed our technology modernization initiative on a $150K budget to upgrade all laptops, migrate our data to the cloud as well as upgrade our productivity software applications used for sales/marketing, project delivery, and finance/accounting

Designed our business analytics dashboard which includes: employee utilization to assess productivity, client acquisition/retention to measure sales trending/growth and financial forecasting to ensure we achieve our planned 35% YOY profit growth

Designed the enterprise-wide budget process to ensure a minimum 50% sales and 35% profitability YOY growth rate for the enterprise


Senior Strategy Analyst

Depository Trust & Clearing Corporation (DTCC)

Managed and designed the annual Balanced Scorecard program which is a set of 25 measures that aligned with our corporate strategy and was used to assess enterprise-wide performance which determined bonus funding for ~6K employees; this consisted of managing 30 information providers, database administration and generating monthly reports by turning data into information and presenting action-oriented material to the CEO 

Designed an enterprise-wide business case solution to improve our investment decisions for a $400M project portfolio

Structured a cost to serve program to improve the profitability of our $300M+ derivatives business which consisted of jurisdictional financial transparency, forecasting and assessing client profitability which led to a repricing strategy

Supported our global workforce (~6K) location strategy which was focused on restructuring our employees to optimize expenses, efficiency & risk mitigation


Business Analyst

WestPoint Underwriters

Developed Excel models/algorithms using logic from our clients property and casualty insurance manuals & actuarial tables to deduce premiums associated with user inputs; partnered with our development team convert these models into web based apps for our clients to efficiently manage their business online 



Masonite Corporation

Investigated invoices with the accounts payable team & recovered ~$600K

Produced an auditing methodology that captured potential fraud, spending trends & compliance with Masonite's T&E policy; which was approved by the CAO


Assistant Financial Planner

AXA Equitable

Researched retirement, equity, fixed income and mutual fund strategies using Morningstar that aligned with client demands and risk tolerance levels


Transportation Engineering Analyst

University of Hawaii

Analyzed graphical data in Excel and assisted the transportation engineers derive algorithms in Visual Basic to predict track traffic flow throughout parking lots



M.Sc Finance

University of Tampa

Financial Management & Strategy, Business Analytics & Forecasting, Venture Capital & Alternative Investments, Financial Analysis of Commercial Real Estate, Investment Management, Decision Modeling & Analysis, Business Valuation, 


B.Sc Mathematics; Minor: Economics & Mathematical Programming

University of Tampa

Probability and Mathematics Statistics, Mathematical Economics, Econometrics, Differential Equations, Linear Algebra, Discrete Math, Visual Basic Programming,