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Over 20 years of strategy consulting, executive management, and business development experience working for some of the world’s most progressive companies to improve revenue performance, maximize customer profitability, and capture new market opportunities. Proven ability to grow relationships, drive innovation, and win deals. Significant international experience. Core competencies include:

·Growth strategy

·Mergers and acquisitions

·Market assessment and expansion

·Partner and alliance management

·Sales strategy and management

·Strategic market research

·Channel strategy

·CRM, customer service, and loyalty strategy

Work experience

Oct 2009Present


Waterstone Management Group

Waterstone Management Group is a boutique strategy consulting firm focusing on the technology and business services space. Clients include leading technology companies, top quartile private equity firms, and their portfolio companies. Emphasis on identifying new growth opportunities, conducting acquisition due diligence, developing merger integration/carve out strategies, and driving business value through enhanced product development, expansion of services revenue streams, and creation of new business models.

·Equity Partner responsible for growing Western Region business, establishing new Private Equity and client relationships, and building service offerings - while supporting pursuits on a nation-wide basis.

·Engagement Partner for multiple strategy consulting, due diligence, and value creation projects.

·Serve as advisor to multiple, Board driven initiatives in the areas of revenue and EBITDA improvement.

Jan 2006Apr 2009

Senior Vice President - Director

Mastercard Worldwide

MasterCard Advisors is the consulting services business unit within MasterCard Worldwide that is responsible for working with partner financial institutions and merchants to drive higher levels of performance (e.g., payments strategy development, product development, marketing program development & execution). Prior to IPO, recruited by Advisors’ CEO to help grow business, manage strategic accounts, and provide “out of industry” thinking.

·Exceeded sales targets by over 35% as Western US Region Leader for Advisors’ business development, national account management, and consulting delivery efforts.

·Led over 20 engagements focused on product development, market expansion, and competitive strategy.

·Greatly improved MasterCard’s reputation with “C-suite” executives by demonstrating thought leadership and identifying over $450 million in incremental revenue/business expansion opportunities.

·Served as team member or strategic advisor in support of MasterCard’s most critical business and brand building efforts, including “big deal” pursuit strategy and value proposition development.

Nov 1999Nov 2005

Partner - Vice President

CAPGEMINI (Formerly Ernst & Young Consulting)

Recruited by Ernst & Young’s Strategic Advisory Services practice (SAS) as a Direct Admit Partner to help strengthen the North American Leadership team. Prior to the Capgemini merger, SAS was a stand-alone business unit of 300+ strategy consultants with over $150 million in revenue. Leadership responsibilities included:

  •       Strategic Advisory Services (SAS): Launched Southern California Practice. Shared responsibility  for hiring and managing 30+ strategy consultants within Western Region. Consistently delivered Region target of $ 20 million in pure strategy revenue while exceeding personal sales targets.
  •       Capgemini Strategy & Transformation Practice: Member of North American Leadership team with responsibility for thought leadership, solution development, and delivery of projects focusing on growth, sales effectiveness, CRM strategy, and channel management challenges. Practice consistently exceeded revenue goal of $70 million.
  •       Played a lead role in the European sale and delivery of the largest, global merger integration/”newco” project in the firm’s history (multi-year value of over $100 million) with a personal focus on all customer-facing functions, sales force “future state” design, and global CRM strategy.
  •       Championed and implemented multiple innovation efforts focused on developing “breakthrough” thinking in the areas of sales effectiveness, channel strategy, and strategic market research.

Managing Principal

Towers Perrin - Cresap

$1.5 billion global management consulting firm specializing in strategy development, business process improvement, and human resources effectiveness. General Management Consulting Unit was result of the merger between Cresap, McCormick, & Paget/Telesis (a Boston Consulting Group spin-off) and Towers Perrin. Leadership positions included:

•Shared P&L and people management responsibilities for the General Management Consulting Unit’s Western Region (40 consultants/$17 million in revenue). North American Leadership team member.

•Western Region P&L responsibility for the firm’s Sales & Marketing Strategy Practice - with a focus on B2B sales and channel strategies for technology/solutions oriented clients. Grew practice revenue by 200%.

•Launched and managed joint venture/strategic alliance with firm’s Japanese strategy consulting affiliate (Corporate Directions, Inc. - a Boston Consulting Group spin-off). Focused on developing market entry, acquisition, and partnership strategies for Japanese companies doing business in the US.


Consultant - Business & Marketing Strategy Group

AT Kearney

Specialized in industry analysis, marketing strategy, cost-based strategy, and mergers & acquisitions.




University of California, Berkeley, (Double Major)


The Anderson Graduate School of Management at UCLA