Technology, strategy, program management, interim leadership


MBA from Duke University – Fuqua School of Business
Jan 2004 – Jan 2006
Focus: Finance

Graduate Classes from Harvard University
Jan 1999 – Jan 2000
Focus: IT

BA from Northeastern University
Jan 1999 – Jan 1999
Focus: International Business

BA from NEOMA Business School
Jan 1995 – Jan 1999
Focus: Management

Work Experience

Partner at Harmeda
Sep 2007 – present

Leading high impact strategy & technology engagements at venture capital funds, private equity firms and Fortune 500 companies. – We have also completed projects for the U.S. Government, non-profit healthcare organizations, major retailers, wealth management institutions and universities. Partner since 1/1/2014 Principal from 12/1/2012 to 1/1/2014 Seed investor and Advisor from 9/1/2007 to 12/1/2012

Advisor and Project Lead – Digital Strategy at Putnam Investments
Aug 2014 – Feb 2016

Formulated and presented the Digital Strategy and supporting road maps for Content Management, Document Management, Social Collaboration and Internal Portals – $160 billion in assets under management with 80 mutual funds and 50 institutional strategies across a range of asset classes and investment styles – 205 investment professionals with offices in Boston, London, Frankfurt, Tokyo, Sydney, Singapore, and Beijing – #1 social media leader in the asset management industry with service excellence and client experience awards

Advisor – Technology & Strategy at General Atlantic
Nov 2012 – Jul 2014

Formulated the technology strategy, led the enterprise application team, managed key initiatives materially decreasing costs and improving value for users – Delivered innovative solutions to the business with a primary focus on supporting the deal and the fund raising teams. – Global growth equity firm with $20 billion in capital (comprised of both total committed capital and portfolio investments)

Principal at Fidelity National Information Services (formerly SunGard)
Oct 2006  – Nov 2012

Program Manager for the divestiture and restructuring of SunGard Higher Education, sold for $1.8 billion to Hellman & Friedman (deal closed ahead of schedule) – Principal advising Private Equity firms – Global Engagement Manager for Exchange Traded Derivatives projects using Intellimatch and balance sheet optimization using Bancware ALM (Europe, North America and Asia) – Led sales activities, created consulting solutions and advised clients at all levels including CXOs – Clients and counterparts on projects included: General Atlantic, Bain Capital, Blackstone Group, Goldman Sachs Capital Partners, KKR, Providence Equity Partners, Silver Lake, TPG, Cerberus, Fortress, Citi, Morgan Stanley, General Electric Capital, State Street, NewEdge and Citizens Bank – Principal from 4/1/2010 until 11/1/2012 – Senior Manager from 4/1/2008 to 4/1/2010 (promoted to Principal) – Manager from 10/1/2006 until 4/1/2008 (promoted to Senior Manager)

Manager of Financial Systems – Corporate Finance at CMGI – ModusLink
Aug 2004 – Sep 2006

Designed and implemented an Oracle / SAP / Siebel / Hyperion integration strategy following a major acquisition and led the Financial Systems Group

Administrator of Financial Systems – Corporate Finance at Deloitte
Dec 2000 – Aug 2004

Aligned reporting with the CFO’s strategy (oriented towards efficiency, internal and external growth)

Emerging Markets – Corporate Finance at Fidelity Investments
Mar 1999 – Dec 2000

About Me

Experienced Senior Strategy & Technology Consultant with a 15+ years track record completing successful, high impact and global projects for financial services, Fortune 500 and strategy consulting clients.

Specialties: Strategy Formulation, Digital Transformation, Deal Flow Generation, Technology Due Diligence, Deal execution, Value Creation, Operational Excellence, Program Management, Subject Matter Expertise, Technology Management

Primary industries served: investment banking, private equity, venture capital, asset management, hedge funds, strategy consulting, technology

Tools: Salesforce, Coupa, Qualtrics, CRM, Box, GMail, Office 365, Investran, Sungard, Intellimatch, ETD, Intellisuite, Ambit, ALM, BDI, Hyperion Oracle, SAP, Peoplesoft, ERP, CTI, iLevel, Avantgard, Jobscience, LinkedIn, Relationship Science, NoSQL, OneDrive, Google Drive, Dropbox

Please visit for more details on our services.


Project Categories

  • ESG Reporting Services
  • Cost Management
  • Project Management
  • Value Creation Strategy
  • Strategic Planning & Transformation
  • Interim Executive
  • M&A Strategy
  • Due Diligence
  • Post-Merger Integration
  • Digital & Mobile Strategy
  • Cloud Strategy
  • Digital Transformation
  • Product Management
  • Software Implementation
  • Business Process Redesign
  • Commercial Operations
  • Change Management
  • Diversity, Equity, & Inclusion
  • Talent Acquisition Strategy
  • Pricing Analysis & Optimization


  • Technology
  • Professional & Business Services
  • Financial Services
  • Private Equity
  • Consumer Goods

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