Greater Chicago Area
Business Innovation & Transformation Executive Seasoned executive and management consultant with 30+ years driving business transformation, innovation, and new ventures across financial services and other industries. Skilled at identifying opportunities, building new capabilities, and launching products and businesses to accelerate growth. Areas of Expertise - Business Innovation & Enterprise Transformation - New Venture Incubation - Business Development, Sales & Client Relationship Management - Intellectual Property Commercialization - New Product Design, Prototyping and Launch - Mergers & Acquisitions - Capital Raising and Placement - Digital Transformation - Business & Technology Strategy Select Achievements - Advanced Dynamics - Co-founder of an engineering design, prototyping and product commercialization company -Socratics.ai - Senior advisor to an AI-based platform to streamline financial deal originations; - Senior Advisor and executive to several Financial Services firms, set up and operationalized their respective enterprise transformation programs over the past 20 years; advised on the acceleration, launching and scaling of a venture - a business-as-a-service platform for Small Commercial Fleet Services - Led integration of 2 acquired asset management firms, achieving 25% increase in AUM; - Led the turnaround of several financial services lines of business from breakeven to significant profitability improvements;