$50M
Recurring annual savings
Re-aligned a $40B Treasury business spanning 3,600 employees, generating $50M in recurring annual savings.
EXECUTIVE ADVISOR & OPERATOR
Turning complexity into opportunity.
About me
Business challenges often reach beyond any one team or function. Turning strategy into action, adapting how an organization works or pursuing new opportunities requires decisions that connect business priorities, operations, risk and technology. I help leaders and teams make those connections and move the work forward.
This work draws on more than 20 years of executive and advisory experience in financial services at J.P. Morgan, EY and Wells Fargo. That experience spans business transformation, organizational realignment, operating model redesign, and risk and governance. Having both advised senior leaders and led complex operations, I understand what it takes to translate decisions into changes teams can put into practice.
Your priorities, resources and the demands of the assignment shape the approach. Whether you need a sounding board for a consequential decision, support building a capability or hands-on leadership through change, the focus is on practical steps toward the outcome you need. AI-assisted research and workflows support the development of advisory materials, with judgment and review guiding the final recommendations.
Selected experience
40%
Improvement in product delivery efficiency
Redesigned how product teams worked, improving product delivery efficiency.
$1B+
Technology portfolio
Oversaw operations across a $1B+ technology portfolio, reducing costs and improving team efficiency.
12%
Productivity improvement
Used AI to assist with reporting analysis and preparation of outputs, improving productivity by 12%.
How I can help
I help leaders and teams address business priorities through focused advice, capability building or leadership of broader change. The approach combines executive judgment with practical tools and technology, including AI where it can improve analysis, decision support or how work gets done. Each engagement is shaped around your goals, resources and the support you need.
Advisory areas
Strategy & transformation
Define business priorities, assess opportunities for change and innovation, and lead implementation.
Risk & governance
Build or strengthen risk capabilities, frameworks and oversight to meet regulatory expectations and support business priorities.
Operating model & execution
Realign organizations and redesign roles, processes and technology to improve how work gets done.
How I work with you
We start with the outcome you need and what is getting in the way. Together, we agree on priorities, scope, responsibilities and how we will assess progress. I work directly with you and your teams, shaping the approach around your resources and existing ways of working. Regular reviews keep the work focused and allow us to adjust as we learn, with clear ownership of the decisions and next steps.
What you can expect
Depending on the assignment, the work can produce:Priorities & action plan
A prioritized action plan that sets out what to address first, the decisions needed and who will take them forward.
Operating model
A documented operating model with roles, workflows and technology requirements your teams can use.
Risk & oversight
A risk and governance framework with decision authority, escalation paths and accountable owners.
Delivery roadmap
An implementation roadmap with milestones, owners and dependencies to guide delivery.
Let’s connect
Start with a conversation about your priorities and the support you need. Email me to arrange a time to connect.