Education

Master of Business Administration (M.B.A.) from Georgetown University – Robert Emmett McDonough School of Business
Jan 2000 – Dec 2002

Activities: Georgetown MBA Scholar – Recipient of Graduate Studies Scholarship; Vice President, Consulting Projects, Graduate Marketing Association

Work Experience

President at Alidade Strategy & Communications Inc. 
Oct 2016  – present

Global technology transformation change management for global, enterprise-level clients implementing, updating or reconfiguring solutions such as Workday, ServiceNow, Oracle HCM and UKG.

Co-Head, Administration, Office of the COO at BMO Capital Markets 
Sep 2015  – Sep 2016

Led organization of 160 administrative and expense governance professionals, including seven managers, across principle offices in Chicago, New York and Toronto. Responsible for management, strategy, recruiting, compensation and change management communications.

Owner at Alidade Strategy & Communications 
Feb 2011  – Jul 2015

Worked with executives and international teams to identify opportunities for increasing productivity and creating efficiencies, to develop business strategies for growing market share and achieving revenue goals, and to build business and marketing plans to guide the company toward short and long-term objectives.

Senior Director, Business Manager/COO – Investment Strategy Group at Merrill Lynch Global Research and Economics 
Jun 2006  – Jan 2009

Managed the operations, strategy, communications, budgets and employee relations for the Investment Strategy and North America Economics groups, supporting the Chief Investment Strategist and Chief Economist. Partnered with media relations, finance, human resources, and technology to delivery business objectives. Acted as a liaison between the Global Research and Global Private Client divisions.

Vice President, Business Strategist & Six Sigma Black Belt at Merrill Lynch Global Private Client Advisory Division 
Mar 2004  – May 2006

Developed and executed profitability and efficiency projects using Six Sigma methodologies. Analyzed business and created solutions to address business planning, product planning, revenue optimization and competitive opportunities.