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  • Financial Analysis
  • Marketing
  • Planning
  • Software Development
  • Strategy
  • Team Management
  • Agile Development
  • Brand Identity
  • Branding
  • Business Consulting
  • Business Development
  • Client Growth
  • Cloud Computing
  • Concept Art
  • Concept Development

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  • Scrum master

    $50/hr Starting at $2K Ongoing

    Dedicated Resource

    Certified Scrum Master and Agile Product Owner, financial services, e-commerce, pharma & and medical device domain experience.

    Agile DevelopmentE-CommerceFinancial AnalysisFinancial ServicesScrum
  • Financial planning & portfolio strategy

    $50/hr Starting at $500 Ongoing

    Dedicated Resource

    I'm an independent CFP(R) professional with 10+ years of comprehensive financial planning experience performing the full range of investment, retirement and estate planning for high-net worth investors,...

    Business ConsultingBusiness DevelopmentClient GrowthCloud ComputingConsultant
  • New market entry strategy

    $40/hr Starting at $1K Ongoing

    Dedicated Resource

    Versatile, accomplished & entrepreneurial strategic marketing program manager with 15+ years experience in market research, brand identity, concept design, new product development, rapid prototyping &...

    Brand IdentityBrandingConcept ArtConcept DevelopmentDesign


Program Management | Strategic Marketing | Digital Transformation | Lean | Agile Product Design | Scrum | AI | Analytics | Financial Planning | FinTech | e-Learning

I design strategic growth initiatives, develop great teams & build customer-centric capabilities at the intersection of strategic marketing, digital transformation & organizational effectiveness. I especially enjoy helping engineers, scientists, analysts & technical teams "turn their gifts into gold" at innovative Fortune 500 industry leaders in financial services, life sciences, medical devices, media, cloud computing & e-commerce.

• Identify & quantify global growth opportunities
• Develop great Agile teams
• Design new strategic business models
• Lead digital transformation initiatives
• Foster stakeholder alignment
• Help achieve breakthrough results across disciplines, industries, geographies & cultures

• American Express - Director, New Product Development
• Fidelity - Director, Retail Service Quality
• IBM - Client Manager
• Becton Dickinson - Manager, Org. Effectiveness & Learning
• Rath & Strong - Sr. Consultant
• Korn Ferry Hay Group - Consultant

• EMBA, Master of Int'l Mgmt & BBA-Finance from top 5 B-schools
• Adjunct MBA faculty: Entrepreneurship, Innovation, Transformation, Finance, Accounting, Global Mgmt.
• Experience in Europe, L. America, Asia & Mid East; Spanish & German proficient
• Certifications: CSM, Lean Six Sigma Green Belt; Project Management Professional (PMP)® candidate (1/19); process redesign; leadership & human capital development
• CFP® Practitioner; prior FINRA Series 7, 66, 31 Managed Futures; Life & Health Ins.; clean U4

Digital Transformation, Profitable Growth, Design Thinking, Agile, Lean, Scrum, Program Management, Collaboration, Innovation, Digital Marketing, Strategic Partnerships, Relationship Building, Problem Solving, Cloud, AI, Leadership Development, OD, Change Management

Married with 2 daughters. Enjoy int'l travel, tennis, running, swimming & windsurfing on Boston's N. Shore.

Work Terms

Flexible, "out-of-the-box" original design thinker & lifelong learner. Road warrior accomplished developing & leading cross-functional, multi-cultural, virtual & remote teams.