Cambridge, Massachusetts, United States
**Overall: Co-founded and growing two companies (one service/finance the other technology/innovation) while leading in a third. Enrolled in two school programs (one doctorate, one interdisciplinary graduate). Thought leader, keynote speaker, evangelist, educator, coach. Investment Executive/Entrepreneur in Residence, and Board/Chairman (strategy and governance/GRC committees for larger orgs, chair/investment small-mid unicorn-potential founders). Results oriented leader in executive level technology, business, management consulting, M&A/Reorg, and investment who brings exceptional vision, process, creativity, and innovation. **Scale and Range: Built and drove service organizations in 1) AI/Data. 2) Cybersecurity, 3) Technology and 4) Investment. High growth achieving 35-60%+ percent margins. Oversaw and, as needed, managed portfolios through $5bn, direct program/project management through $500M, and large complex people organizations to support this work. Has been executive at multiple large and small, including a Fortune 10 Co., the largest of its kind in the world. Focused in two Sectors: TMT (Telecommunications, Technology, and Media) and HEFP™ (Health, Education, Finance, Public Sector). **Innovator: Built multiple companies as serial entrepreneur (multiple exits) and interpreter (two successes). Acquired directly, and also indirect M&A (merger/spinoff) or value sale (IP/assets driven). Earliest invention at 14 years old to address individual/organization challenges such as memory, vision, anxiety, indecision, and data/visualization with an integrated custom coded product/platform. Worked first corporate AIG job at 16, built first platform and game two years prior. Board work most interesting in Unicorn meets Unicorn situations. Lead for most successful portfolio and investment product at top consultancy. Played a lead role bringing MPEG/JPEG standards/applications to well-deserved, world-changing status. **Breakthrough Academic/Research Enrolled in two programs (2024-2028): - Doctoral Program Dissertation: “Cross-Border Executive Leadership and Technology Convergence: AI & HCI Roles in Shaping Innovation and Strategic Trust” - Interdisciplinary Graduate Program at UPenn,Oxford,Technion) Finance/ Entrepreneurship, Security/Governance, and Metaphysics/Intelligent-CS **Qualities: Balances an executive/financier’s focus, an entrepreneur’s/technologist’s innovation, scientist/teacher’s measurement, and leader’s trust (earned every day). CliftonStrengths(R), 1 Competition 2 Strategic 3 Achiever 4 Focus 5 Woo. What’s yours?
Direct technology practices and programs, while closing numerous high-value deals, including work with Digital Labs, Gartner, Blue Cross, UHG, JP Morgan, WFC, CenturyLink/L3, RSA, HOLX, Mindtree, NTT, Sycamore/Staples, DOT, EOHHS. Leading Technology, Education, Health, Financial and State/Federal Government Organizations. Work, consult with leading organizations in health, education, finance, government and technology on strategy and execution for enterprise technology. - Technology and Business Leadership: Driving growth as CTO, VP IT for peak performance secure AI and advanced technology company. Oversee technology practice and programs with focus on data, governance, mobile/IoT, cybersecurity, cloud, application, agile, PMO. Acting CISO. - Executive Director of Consulting Practices: Developed, grew and ran Cybersecurity and Data Analytics Consulting Practices, focusing on 100% year over year growth, outstanding client satisfaction. Impacted technology, partner, and analyst ecosystems. - IT Service Development: Start, develop/run technology organization - Started and grew client-centered IT service/consulting organization in competitive landscape of cybersecurity and data analytics / AI, IoT - Transformation: Sponsored cloud, AI including multi-cloud platforms (Amazon, Google, Salesforce, Microsoft, IBM) - Large Program Leadership: IT Program / Client Director for Fortune 500 health organization. Served as program engagement director for complex $300M+, 500+person IT program. - Product Management: Directed agile tech development, platform/product group - Change Management: Oversaw multiple IT, business departments through reorganizations and acquisitions with focus on improved processes and governance, strategic realignment. Included acting as interim COO, CTO, VP IT as needed. - Finance and M&A Strategy, Diligence, GRC and Legal programs with top biotech/pharma - Technology Strategy: Advised executive leadership on strategy, roadmap governance for platforms.
Alpha PMO has two sister companies: - AP Portfolio and Services (herein) - DK Portfolio and Research (below) - JC 3x3 Speaking and /Writing - LD Learning Alpha PMO Portfolio and Services is about enhancing individual & organizational performance for senior executives. We work to effect change with leadership, board room, C-Suite. Serve leading companies in Private Equity/VC, Health Care, Technology, Education, Government, Media, Finance, Services. Customized services span two areas: 1 Enhance your organization and you as a leader. 2 Change resulting in healthy individual and organizational results. Manage your limited time efficiently, while executing on priorities Organize around a modern enterprise model Innovate and make effective decisions on what to pursue, when Take a longer view for 5, 10, 20, 30+ years Realignments, Reorgs, M&As, and Redesign of your personal & group M&Ps. Build an innovative startup inside your enterprise Evaluate risk, reward & confidence level to make decisions Roadmap to manage prospective/actual investment risk Identity enhancement for you & your organization Oversee an innovation portfolio, including building hedge/venture fund Ensure focus on the right partnerships & collaborations PV Portfolio: - Venture Portfolio for human & organizational performance: Venture portfolio partnership offering advisory, resources and finance. Will buy out in select opportunities. Serve as executive/entrepreneur in residence, board, chair. Focus on high-growth companies looking to gain improvement in three areas for the C-Suite and Board: - Enhanced innovation and data - Enhance execution and operational efficiencies - Enhanced executive business design principles Critical Assessment: Proprietary, highly confidential unique technology-enhanced tools, for change in companies from leadership, board room and C-Suite in domains: - Breakthrough innovation, data/AI and cybersecurity/GRC - Optimize relationships with external partners, M&A, purchasing.
There are two divisions: D1: The first division is Research, Development and Financing centered on HCI/VR/neurotech complemented by the critical factors of security/data and entrepreneurship/finance. D2: The second division works on Societal Efficiencies & Scientific Breakthrough Areas D1 – The first division is focused around HCI (human computer interaction) and enhanced reality, security, and entrepreneurship/finance, foundational areas in moving forward the fields of health and human performance (HHP) and organizational health and performance (HOPS). This includes HCI / Enhanced Reality based lab and fund to support success of technologies for outliers (disabled and gifted, highest and lowest performers, and work around the edges of HCI challenges). - Line of business is an enhanced reality set of think tanks, tools and labs that can support the success of technologies and health/life goals at the edges of people’s capabilities, incl edges of function & intelligence such as disability & gifted, & how these they can get better in concert. Includes HCI (Human Computer Interaction) & neurotech innovations helping visual & neurological challenges. This is supported by offerings in parallel for education, coaching/mentorship, and simulation. - Line of business also includes a venture fund to develop, pilot and scale these technologies. In order to make this possible, it includes a venture portfolio for funding product development, and at times leading technologies in this area working toward high yield impact exits for business & society. • The second division is focused on solving some of the most challenging long term scientific problems, such as enhanced ways to work on next generation HCI, and security, breakthroughs in measurement and time/perception, space, standards definition & resource decisions for utilization for mega projects and largest resource portfolios. Leverage ability to redefine problems, analyze long term views of shifts in globe and beyond.
Executive Advisor for Digital Transformation, Market Development, and Venture Accelerator Programs
IT Executive Program Consultant; Strategist & Change Leader Directed work in innovation, data and cybersecurity enterprise-wide and to departments including at Harvard University, Harvard Medical School, BIDMC, Partners/MGH Healthcare and other global affiliates. - Senior Delivery executive for IT, Data, Cybersecurity and Web service consulting/LOB for Harvard University, focusing on delivery, growth and client satisfaction for strategic initiatives. Achieved superior satisfaction amidst high growth. Directed strategic cross-functional IT, data and security programs impacting entire Harvard community. Created 3 spin off products in EdTech, Health Tech. - Directed several key initiatives providing cybersecurity, regulatory compliance, GRC, data governance, consolidation, cost controls. Achieved compliance, improved overall risk profile. - Worked as a business and market development manager and digital transformation leader for one of the top ranked, largest and most reputable academic health care and bio systems in the world. - Directed the development, concept to launch, of one of largest new global enterprise data initiatives. Focused on data governance and master data management at enterprise level. - Worked on data, compliance and innovation initiatives for Harvard University, Harvard Medical School and a range of some of Harvard’s largest affiliate organizations globally. - Co-founded, served as interim CEO of Spin-off Company in secure cloud health data and IT tools.
Industries: Served clients in health, technology, government, and e-commerce/retail. Practices: Strategy & Technology, Procurement, Digital & Agile - Support improved strategy, process, benchmarking, data, negotiation, governance, and management/oversight for successful procurement and for transformative digital marketing. - Served as capital investment consultant, advising client executives in investment planning, ROI, risks, governance, processes, and prioritization/decisions. Models scaled through portfolios, mega-programs. - Directed prototyping and agile development of multiple successful products/platforms for supporting consulting groups and clients, based on successful programs, models and data.