Education
Harvard Kennedy School
Master of Public Administration - MPA, Economics -Dartmouth College
BA, Philosophy, Government -Work Experience
The Financial Revolutionist
Current
The Financial Revolutionist
Lone Pine Advisors
Current
Lone Pine Advisors
Celent
2012-01-01 - 2023-01-01
Celent
Deloitte
2009-01-01 - 2012-01-01
Deloitte
IBM
2001-01-01 - 2009-01-01
IBM
Mainspring
1999-01-01 - 2001-01-01
Mainspring
Liberty Mutual Insurance
1996-01-01 - 1999-01-01
Liberty Mutual Insurance
McKinsey & Company
1994-01-01 - 1996-01-01
McKinsey & Company
Merrill Lynch
1985-01-01 - 1992-01-01
Merrill Lynch
Skills
Summary
I leverage my 20+ years of experience to help fintechs and financial institutions make practical decisions about financial technology. I have a proven track record of delivering unbiased and insightful research and advice on trends, competitors, and market sizes in the global financial services industry. Technology is a means to an end; investment in the next new thing without a clear definition of the problem being solved dooms a project. I am also a public speaker and facilitator at various industry events, where I focus on the technologies that make a difference and, more importantly, how they make that difference, such as generative AI, cloud, and data. I bring a new perspective to executives immersed in executing their critical tasks, with a blend of expertise in financial technology, strategy, innovation, and behavioral economics. Passionate about creating value for my clients and partners, I'm open to select consulting opportunities.