Proof of Embedded Execution
Outcomes delivered through defined authority, disciplined cadence, and measurable operating change.
Select Engagements Delivered by our Operators
We operate in high-consequence environments where capital, continuity, and credibility are at risk. The following engagements reflect representative work across industries and capabilities.
Operating Model and Leadership Systems
U.S.- Based Investment Bank
Who:
Global investment banking operating across four regions under a new global tax mandate impacting front, middle, and back office functions.
What:
Assumed cross-regional operating leadership to assess impact, redesign tax operations, and execute coordinated updates across supporting technology systems and front-office workflows.
Outcome:
Achieved on-time readiness with no missed regulatory deadlines. Delivered full operational readiness across 100% of relationship managers.
U.S.-based Athletic Equipment & Apparel Manufacturer
Who:
Global consumer brand experiencing fragmented robotic process automation adoption across business units, resulting in platform sprawl, inconsistent business cases, and diminishing returns.
What:
Partnered with Finance leadership to establish enterprise governance model defining business case standards, platform consolidation strategy, and light-touch architectural guidance. Designed scalable deployment framework to support local innovation while enforcing capital discipline and technical consistency.
Outcome:
Stabilized RPA investment trajectory, reduced platform fragmentation, and created sustainable enterprise capability aligned to measurable business value.
Global Alternative Asset Manager
Who:
Global alternative asset manager facing operational degradation within its outsourced hedge fund accounting function.
What:
Led rapid assessment of re-insourcing viability across operating model, cost structure, technology stack, talent requirements, and transition risk as daily NAV continuity came under pressure.
Outcome:
Provided decisive clarity that prevented a destabilizing internal rebuild and guided leadership toward a more sustainable third-party solution.
Financial Clarity, Cost Discipline and Cash Strategy
U.S.- Retail Bank
Who:
Corporate Finance function across 5 operating regions needed to improve their Record-to-Report (“R2R”) controls under to comply with an OCC consent order
What:
Embedded within the finance and technology leadership teams to assess, rationalize, and automate R2R end-user computing solutions (“EUCs”), materially strengthening financial close controls and R2R integrity.
Outcome:
Materially reduced control risk across the financial close by by automating over 1,000 EUCs to a controlled workflow environment, eliminating manual EUC dependency, and strengthening the financial close controls.
Global Technology Enterprise
Who:
Global technology enterprise with complex, multi-region Record-to-Report operations requiring structural performance improvement.
What:
Led a global end-to-end R2R operating assessment, personally directing process, data, digital, and operating model diagnostics across finance functions to isolate structural inefficiencies and control gaps.
Outcome:
Achieved on-time readiness with no missed regulatory deadlines. Delivered full operational readiness across 100% of relationship managers.
Tech-Enabled Operations and Execution Leadership
US Broker-Dealer
Who:
National retail brokerage reliant on a proprietary legacy clearance and settlement system with shrinking technical support and high integration complexity.
What:
Developed modernization strategy to ring-fence the legacy core, migrate peripheral functions to third-party platforms, assess end-user computing risk, and deploy early-stage robotic process automation to stabilize operations.
Outcome:
Delivered a politically viable modernization roadmap that preserved institutional continuity while materially reducing operational risk and enabling acquisition readiness.
U.S. National Intelligence Agency
Who:
National security agency operating a mission-critical operational command function under accelerating workload growth, limited staffing capacity, and rising continuity risk.
What:
Conducted operating model assessment of a heavily stage-gated governance structure that constrained responsiveness. Designed and proposed a shift to a manage-by-exception framework focused on escalation discipline, operational integrity, and rapid resource allocation.
Outcome:
Delivered a streamlined operating model that improved agility, reduced mission risk exposure, and identified approximately $10M in recurring annual cost savings.
Digtal Experience and Product Development
US Investment Manager
Who:
An asset manager undergoing a regulatory-driven transformation within its investment restriction compliance organization.
What:
Led the end-to-end operating model refresh for the global compliance function, redesigning workflows, governance, and reporting structures while directing the design and implementation of a new digital compliance product to modernize control execution.
Outcome:
Delivered a fully refreshed global operating model supported by a purpose-built digital compliance product, materially reducing regulatory risk exposure and improving control fidelity across investment compliance processes.
US Broker-Dealer
Who:
National wealth management platform under competitive pressure to modernize advisor productivity through AI-enabled tools.
What:
Architected an LLM-based proof of concept designed to function as a virtual prompt engineer, enabling advisors to respond in real time to client scenario questions beyond traditional portfolio workflows. Developed the business case, target architecture, and phased investment roadmap.
Outcome:
Modeled a conservative 10 percent increase in qualified client referral rates driven by higher-quality advisor interactions, implying significant incremental asset acquisition. Secured executive approval for phase one implementation.
Global Investment Bank
Who:
Global investment bank responding to finalized derivatives regulatory reform requiring large-scale amendment of ISDA agreements under compressed timelines and significant legal exposure.
What:
Designed and deployed early AI model to ingest and analyze existing contract inventory, risk-rank required amendments, and automate low-risk language updates. Structured tiered review workflow routing medium-risk items to offshore legal teams and high-risk matters to U.S.-based counsel.
Outcome:
Replaced a fully manual, U.S.-led legal review model with an AI-enabled triage process that materially reduced cost and accelerated regulatory compliance while preserving risk controls.
Customer Experience and Brand Systems
Global Medical Device Manufacturer
Who:
Global B2B healthcare manufacturer experiencing enterprise customer dissatisfaction driven by fragmented engagement channels and outdated systems.
What:
Diagnosed operating friction across sales, supply chain, and service functions. Built business case and roadmap to centralize customer ownership, implement modern case management, enable self-service portals, and deploy AI-based email triage.
Outcome:
Won approval for $28M program projected to lift revenue 2 to 3 percent and reduce operating expense by roughly 20 percent through structural simplification and digital enablement.
U.S.-Based Manufacturing Company
Who:
Family-owned importer and manufacturer that experienced a temporary COVID-related revenue surge in direct-to-consumer channels followed by stagnation and a forecasted 20-30 percent market correction.
What:
Embedded a Fractional Chief Revenue Officer to lead a full Go-to-Market pivot from volatile DTC sales to high-margin B2B wholesale, government, and institutional contracts. Converted the sales team from order-takers to value-based account executives, realigned marketing and training around B2B buying criteria of value, quality, and warranty, and provided intensive mentoring to elevate the existing Head of Sales into a capable outside-sales leader. Installed a disciplined sales management cadence built on leading-indicator KPIs, redesigned commission plans tied to margin and retention, and introduced weekly pipeline reviews with monthly strategic sessions.
Outcome:
Successfully offset the projected DTC revenue decline through sustained B2B growth. Professionalized the revenue engine and leadership team, transforming the business from a founder-dependent operation into a scalable, independent platform company. Enterprise value doubled during the engagement.
U.S. Electronic Medical Records Enterprise
Who:
An electronic medical records (“EMR”) provider facing declining Net Promoter Score and customer service center friction across its client tiers.
What:
Assumed leadership of a design-thinking led customer experience transformation mandate to diagnose and redesign service center operations and digital touchpoints impacting provider satisfaction.
Outcome:
Delivered a prioritized transformation roadmap that secured $3.5M in technology investment, improved service center experience design, and established a structured path to Net Promoter Score recovery.
U.S. B2B Technology Infrastructure Manufacturer
Who:
Global B2B technology manufacturer seeking to reduce internal operating costs in order to reinvest capital into customer-facing sales center experience improvements.
What:
Directed an enterprise-wide diagnostic to isolate redundant spend, and underperforming cost structures to identify savings, for a reinvestment model aligned to customer experience modernization and sales center performance improvement.
Outcome:
Identified $66M in cost savings and infrastructure optimization opportunities, enabling a global B2B sales strategy refresh and targeted reinvestment in customer-facing sales center experience.
U.S. Retail Apparel Brand
Who:
A U.S. apparel start up looking for advisory and execution support to establish a digital presence, design products, and automate the onboarding experience using Ai and workflow tools
What:
Owned the design and development of the retail brand website, go-to-market strategy, product development, user experience design (“UX”), product pricing strategy, compliance, U.S. patent filings and Ai-supported workflow automation, promotions, and initial marketing campaigns
Outcome:
Successfully launched the apparel brand with in 10 months; continue to offer pricing, product development, UX design, and technology support.
Post M&A Integration and Interim Leadership
U.S. Based Global Mining Company
Who:
Newly merged global mining enterprise reconciling conflicting supply chain outsourcing structures with significant operational risk exposure.
What:
Developed unified managed services model incorporating analytics-driven compliance, enhanced governance, and expanded process automation. Built investment case and led structured third-party selection process.
Outcome:
Secured approval for hybrid outsourcing strategy projected to deliver approximately $110M to $220M in recurring annual savings on roughly $11B in global supply chain spend while strengthening operational control
Mid-Sized Pharmaceutical Firm
Who:
Mid-sized pharmaceutical company undergoing major acquisition requiring integration of R&D technology platforms under tight timeline and cost constraints.
What:
Led IT integration program for combined R&D functions. Challenged initial integration plan that projected schedule slippage and cost overruns by structuring a competitive bid process among qualified integrators to rebaseline scope, timeline, and pricing.
Outcome:
Delivered a prioritized transformation roadmap that secured $3.5M in technology investment, improved service center experience design, and established a structured path to Net Promoter Score recovery.
