New York City Metropolitan Area
Most companies don't fail for lack of strategy. They stall in the gap between what leadership wants and what the organization can actually execute. Closing that gap is my work. I'm a Business Transformation and Strategic Initiatives leader who helps hedge funds, private equity firms, and financial-services organizations turn complex change into operating results. Across 10+ years as a Chief of Staff and General Manager to CEOs, CHROs, and PE operating partners, I've learned that transformation sticks only when people, process, and platforms move together, so that's how I build it. I do my best work in ambiguity: a stalled integration, a department buried in drag, a five-year plan with no operating cadence behind it. I bring calm rigor, an operator's instinct, and the data to back the call. A few things I've done: - Delivered $35M+ in P&L impact through restructuring and retention frameworks - Integrated a $72.6M acquisition and supported $14B+ in M&A due diligence - Cut attrition 25% and executive decision time 20% with analytics - Built the operating models, OKRs, and change-management frameworks that outlast leadership transitions My toolkit blends behavioral science, analytics, and board-level communication. I'm equally at home presenting to a board and in the weeds with the team doing the work. If you're navigating a transformation, integration, or strategic initiative that demands clarity, trust, and velocity, let's talk. All views and opinions expressed are solely my own and do not reflect those of any current or former employer, client, or organization with which I am or have been affiliated.
Consultant to one of the world's largest multi-strategy hedge funds, driving strategic and operating initiatives across Equities, Quantitative Strategies, and Shared Services Technology. ▸ Partner with senior business and technology leadership on operating-model design, execution cadence, and cross-functional delivery of strategic initiatives.
Founder of a strategy and transformation consultancy. I help technical CEOs of venture-backed companies build the organizational maturity investors, boards, and acquirers demand. Advised 3 companies that raised $9.5M+. ▸ Operating model & OKRs — Design and roll out OKR frameworks and weekly operating cadences for technical/R&D organizations: objective structure, ownership rules, scoring, and rollout. ▸ Org & talent systems — Build engineering leveling frameworks (IC1–IC7), performance review cycles, onboarding, and role-specific development plans that scale beyond founder-led management. ▸ Investor readiness — Refine fundraising narratives, pitch decks, and data rooms; advise on board composition, governance, and monthly investor communications across equity, grants, and venture debt. ▸ NSF SBIR/STTR commercialization — Translate technical milestones into commercial narratives: market validation, customer discovery evidence, and pilot design with investor-legible success metrics. ▸ IP & security — Design IP compartmentalization models with pod-based responsibilities for pre-patent technology companies.
Advised PE-backed and financial-services organizations on business transformation, M&A people integration, and workforce analytics. ▸ Business transformation — Designed and implemented transformation strategies tied directly to P&L outcomes. ▸ M&A people integration — Led people-side integration across culture, compensation & benefits harmonization, and synergy capture, de-risking post-close execution. ▸ Workforce planning & HR analytics — Built data-driven workforce models to reduce attrition, lift productivity, and forecast talent needs. ▸ AI & advanced analytics — Partnered with McKinsey and BCG teams to embed analytics and AI into client strategy, increasing decision speed and accuracy.
Coach early-stage founders on strategy, fundraising, and leadership through the world's largest startup accelerator.
Advise the CEO and CTO of a venture-backed space technology startup on operating foundations — OKR design, execution cadence, and team workflows — through seed fundraise and transition to in-house manufacturing.
Advise 100+ founders and co-lead the global mentoring initiative spanning 73 cities across 6 continents within the Oxford alumni network.