Chicago, Illinois, United States
I have over a decade of professional experience across strategic advisory and operating roles helping clients and management team partners solve problems and increase enterprise value. An engineer by training, I began my career in a technical role at a healthcare software company, working with clients to improve clinical workflows and develop business intelligence capabilities. After obtaining my MBA, I spent 7+ years with Bain & Company working across industries and spending my time on three types of work: M&A (both due diligence and post-merger integration), growth strategy, and performance improvement/cost takeout. In my current role at Imperial Capital, I both lead the Value Creation team and work directly with a subset of our portfolio companies as a transformation resource, supporting management in execution of value creation plans. The foundation of my approach lies in structured problem-solving and a collaborative, hands-on approach that helps establish trusting relationships with the teams I support. I also have extensive experience leading and managing teams, with managerial roles at each station of my career.
• General Management: Managed a team of analytics product managers; monitored performance, workload, customer interactions; received consistent praise from team members for delivering both positive and constructive feedback • Product Development: Improved processes for software development to better incorporate customer feedback; customer adoption increased and KLAS, an external rating agency, noted an improved customer perception of the product line’s direction • Project Management: Coordinated implementations of analytics tools as part of multi-million dollar electronic medical records installs; customers commended me on my patience, judgment, and ability to coordinate groups with differing priorities • Strategic Planning: Worked with customer leadership to form vision and plan for improved use of Epic’s software to drive organizational change
• Data Analysis: Led customers in use of Epic’s analytics tools to improve patient care and increase revenue; customers were able to save, in some cases, millions of dollars through the use of Epic’s analytics tools • Public Speaking: Presented product enhancements to large customer and internal audiences both in person and via regular webcast; customer attendance continually increased from roughly 300 to over 400 monthly viewers of the primary webcast I owned • Process Improvement: Improved internal documentation and training for employees to increase knowledge of analytics tools • Customer Relationship Management: Frequently worked with escalated customers to identify key issues and reach resolution quickly
• Technical acuity: Understood languages used to develop software; customers complimented my ability to explain difficult technical concepts in a simple manner in teaching them to support the tools on their own • Prioritization: Managed issues across multiple customers and appropriately balanced customer projects and internal initiatives