PORTFOLIO

A working portfolio

This is why I call myself a forward-deployed executive. I don't stop at the strategy deck, I embed, build the thing, and stay until people actually use it. Below is what I'm building right now and a sample of the work behind it. Current ventures are described in general terms while they finish baking, names come once they're ready to carry weight.

What I'm building now

Eight builds, one instinct

Different problems, same instinct: take something complex or painful, make it make sense, then ship a working tool people actually use. Described in general terms while they finish baking, names come once they're ready to carry weight.

Consulting Delivery Intelligence

From Proposals & SOWs through Stakeholder Relationship Intelligence, capture distinct IP-worthy playbooks to 5x your consultants’ output, with real-time Transformation & Adoption Scoring.

Career Intelligence Platform

Turns the scattered signals around a career, skills, market demand, and real next moves, into a clear read on where someone stands and what to do next. The guidance I give people one-on-one, productized so it reaches far more of them.

Operational Mapping Platform

The current-state mapping I do by hand, turned into a tool any operator can run. See how the business actually works today, where the gaps and risks are, and what to fix first, without paying a consultant to draw it for you.

After-Loss Planning & Execution

A calm, step-by-step guide for someone who has just lost a spouse. The critical financial, legal, and logistical steps, sequenced and explained, so grief never has to compete with paperwork at the worst possible moment.

Sports Rules, Gamified

Duolingo for the rules of the game. Short, gamified lessons that teach the rules of youth sports to everyone who needs them, the kids playing, the parents watching, and the refs and coaches calling it.

Receipts Manager for Gig Workers

A dead-simple receipts and expense tracker built for gig workers inside the Google ecosystem. The people with the least time get their deductions captured and their records in order, without the overhead of real accounting software.

Math, Made Visual

Visual, audio, and gamified math for elementary school kids, built for the children who don’t learn from a worksheet. Make the concept click first, and the drill finally makes sense.

Options Recovery Model & Workflow

A model and workflow for recovering and repairing options positions, the decision framework and the tooling together, so the strategy lives in a real system instead of a fragile spreadsheet.

From the career

Two decades of the hard stuff

Selected work across more than twenty years in financial services and consulting, described in general terms here.

REGULATORY TRANSFORMATION

Bringing banks back to good standing

Led and ran workstreams on regulatory remediation programs at major banks, the work you do after the regulator comes in. Got functions back above par, then pushed to use the moment to modernize rather than just patch.

RISK MANAGEMENT

Owning risk before it owns the program

Built and ran risk functions across large, regulated programs, identifying, quantifying, and mitigating operational, regulatory, and execution risk before it turned into a finding or a failure.

WAR-TIME LEADERSHIP

The general in the room with regulators and auditors

Led institutions through high-stakes regulatory exams and audits, the war-time general who steadies the response, owns the narrative, manages the examiners, and gets the function back to good standing under real pressure.

BUILDING FROM ZERO

Head of the Enterprise Change Management Office

Stood up and led the Enterprise Change Management Office inside a bank with a budget up to $15M, hiring the team, designing the operating model, and setting the governance and routines from scratch.

BUSINESS MANAGER / CHIEF OF STAFF

The operator behind the executive

Served as business manager and chief of staff to senior leaders, running the operating cadence, the priorities, the budget, and the rooms, so the principal could focus on the few decisions that actually mattered.

TRANSFORMATION AT SCALE

Programs measured in the millions

Responsible for transformation and BAU programs with budgets up to $15M, and owned workstreams inside programs north of $100M, across regulated banks, private equity, and high-growth platforms.

ALL THREE SIDES

Consultant, internal arm, and buyer

Sold the work as an external consultant, ran the internal consulting arm inside the bank, and sat on the other side as the buyer signing the checks. Very few people have lived all three vantage points.

OPERATING MODELS & GOVERNANCE

The plumbing that makes change stick

Built and led transformation, governance, operating model, vendor, risk, regulatory, and reporting functions, the unglamorous structure underneath every change that actually survives.

KEYNOTE SPEAKER

2025 Banking Transformation Summit

Delivered the keynote "Leading Through Transformational Change & Shifting Regulatory Expectations in 2026," and increasingly sought out by former colleagues and firms for a clear, practical read on where AI fits.

Want the detail behind any of this, or to see if one of these fits your situation?

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