Generated new institutional and high net worth investors in emerging markets private equity, global macro hedge fund, and global fixed income products.
Developed and led strategic growth plans to elevate firm positioning and grow assets under management by 25%.
Eliminated $100mln expenses for medical record system at $80bln healthcare company, establishing effective scaling of technology platform.
Executed value creation playbook to eliminate $29mln (12%) of $240mln expenses charged to fintech company by former $21bln Fortune 500 parent.
Led plan that doubled annual recurring revenue to $19mln from $9mln within 2 years at software and training company through operational transformation initiatives.
Led growth acceleration program that increased revenues from $33mln to $56mln (70%) in 24 months for a mid-market energy software company.
Led value realization program to reduce $90mln (5%) of capital expenditures through operational improvements at $2bln revenue energy company.
Advised over two dozen clean energy companies valued at over $250M through business growth, fundraising, and acquisition.
Reduced operating costs and mitigated risk exposures through the development of energy efficiency and renewable energy program, reducing energy costs by over 30%.
Supported reorganization of commuter rail operations and integration of business processes in addition to quality assurance programs.
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