Canada
Collaborative, solution oriented, and optimistic, I work well in "matrixed" environments, and view my leadership responsibilities as opportunities to help my team grow and excel. I don't settle for mediocrity, finding excellence more fulfilling despite requiring more effort. For the trivia buffs, I am also a former nationally ranked triathlete (USA), 2x musical performer at the White House, and winner of a blind wine tasting against trained professionals. My insatiable curiosity is supported by academic studies at Harvard University, Duke University, University of North Carolina- Chapel Hill, Cornell University, Boston University, and Gratz College. I am legally eligible to work in the U.S. and Canada.
Specializing in strategic interim and transitional executive positions. Leveraging the accelerated pace of 20 years in tech and the experience of 10+ years of consulting with the largest tech companies at IDC, I hit the ground running. Working collaboratively with organizational leadership and within the nuances of the organization's culture, I develop and implement evidence-based strategies and solutions. Select Roles: 2022- present Director, Community Engagement at a multi-campus non-profit under a 3-year grant 2021- 2022 Vice President, Marketing Large Wellness Center 2020-2021 Director, Community Engagement and Fundraising, K-12 independent school 2019-2020 Chief Operating Officer, Technology Training Institute Strategic planning examples: - Created and directed the execution of comprehensive marketing plans - beyond just digital - Established strategic change roadmaps aligning initiatives with the communities they impact - Developed fundraising strategies for small and midsize nonprofits, facilitated implementation Research examples: - Retention research & program development: increased retention by 12% - Large community survey and analysis to inform government decisions - Workplace satisfaction research: guide Board and C-Suite actions - Prospect research: profiled dozens of relevant, high-value target donors Tactical Leadership Results: - Grew a volunteer base by 56%; increased annual volunteer retention - Grew active donor base by over 200% though capacity profiling and targeted outreach - Directed over 150 strategically crafted community engagement programs/ initiatives
Engaging with the senior leadership and Board to further improve patient safety and quality of care.
Ed-tech start-up under my Intellivantix consulting agency, addressing a market gap in Lifelong Learning. Completed beta and moved to GA relatively quickly after concept validation thanks to a start-up accelerator. IP acquired at early stage.
A technology training institute focusing on employment-ready skills and job placement. Working with the CEO, I guided resource optimization, increased program efficiency & impact, and improved business operations including communications, pricing strategy, alumni support, and organization structure. Results included: - Double digit enrollment growth - Co-op or internship placement for graduates increased to over 90% - Expanded geographic and demographic reach - Improved efficiency of operational practices to maximize the resources of a small team.
Responsible for thought leadership and research around emerging software market trends, helping software vendors compete more efficiently in a rapidly changing market. Provided strategic market insight and custom consulting solutions to the majority of Fortune 100 tech companies. Leadership: - Double digit revenue growth (privately held) - Led cross-functional research and consulting team - Full P&L responsibility for the businesses unit - Strategic advisor to the Canadian divisions of the world's largest tech companies - Set annual research agenda for multiple portfolios: Enterprise Software, Artificial Intelligence, Software Channels, Competitive Intelligence, Digital Transformation, and SaaS - Maintained relationships with senior executives and analyst relations teams Tactical Responsibilities: - Keynote speaker and media point person for AI and the Canadian software applications portfolio (ERP, CRM, Social/Collaborative, Productivity, HR, etc.) - Authored over 100 research reports; provided dozens of presentations and media interviews - Provided strategic guidance for complex go-to-market business challenges and internal operational challenges to IBM, SAS, SAP, Salesforce, Oracle, Microsoft, and others. - Led custom research and the development of related marketing tools
- Keynote speaker, media point person, and strategic executive adviser - P&L responsibility, growing from the fourth to the second highest portfolio revenue - Grew client base by 35% ; expanded portfolio of offerings Focus areas included - Big Data/Analytics Technologies - Social/Collaborative Software - Software as a Service (SaaS)
Global specialists on vendor-channel relationships (VARs/ Software Resellers, ISVs/ Software Developers, SIs, and Distributors) Advised C-suite and senior executives on their global software distribution strategies, programmatic offerings for the channel/ distributors, and the market opportunity. Clients included the top 25 global software vendors and a significant number of smaller software firms. - translate market insights into actionable recommendations and sales/marketing tools for clients - marketing, business development, and client retention - establish and manage research agenda - research and analysis of the vendor-channel relationship