I join Series A or B organizations and build high-performance, high-growth companies, often at the invitation of board members who have seen my work in other companies. I take organizations from one size to the next and usually through to exit. I know strategy and I know people–and I blend the strategy skills learned in Michael Porter’s consulting organization with my understanding of organizational behavior to set winning strategy. I create the organizational culture and behaviors to achieve results. I do what I love.
Part of the early team in several young companies, I’m proud to have grown all of them to spin-out, liquidity, or integration before becoming a high-growth consultant in 2017 and helping many more. I have played COO, People Officer, Product Officer, and interim CEO roles. I excel at strategic planning, fundraising, and execution–establishing multi-location operations, penetrating new markets, and managing successful product launches to drive expansion and ultimately profitability.
At the heart of my professional philosophy lie two core tenets: people and strategy. Drawing on this dual focus, and my multi-faceted experience building new business capabilities, I accelerate growing companies while balancing the blend of innovation and stability they need to succeed.
I am located in the Boston area and travel to San Francisco frequently. I am a Founder and Principal at Kaleidocent™, a strategic management consulting and training company focused on high-growth companies. In my work, I help executives and entrepreneurs in the following ways:
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Executive coaching to improve performance and results.
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Strategic planning, market positioning, change management, and goal planning support.
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Acting as an advisor or embedded executive to improve general operations, often building new capabilities and hiring teams to grow them over time.
I am also a partner in New Fashioned™, where my background in organizational behavior and organizational development is put to good use developing award-winning cultures and creating the human capital foundations necessary for high-growth companies to attract, retain, and develop talent into high-performance teams.
PAST EXPERIENCE
CHIEF OPERATING OFFICER, AUTHENTIC LEADERSHIP INSTITUTE
January 2014 - January 2017
An executive's most important role is to be a steward of the organization's purpose. To do that, the executive needs to know their own individual purpose which is, in itself, a key to exceptional performance and greater well-being. Purpose is the key to navigating the complex, volatile, and ambiguous world around us. I joined the Authentic Leadership Institute to help further their mission to help leaders, and their organizations, discover their deeper purpose and the courage to live it.know a little more about you.
CHIEF CONTENT OFFICER, ADVANCED PRACTICE STRATEGIES (APS)
June 2008 - December 2013
Using a deep knowledge of the healthcare domain and an understanding of the challenges faced by hospitals and clinicians in a rapidly evolving industry, I create groundbreaking product solutions to address patient safety issues and to support clinicians as they practice medicine. Accomplishments include:
• Working with healthcare market research firms to develop market insights and make strategic recommendations for growth.
• Delivering an innovative SaaS platform that assesses clinical judgment and decision making and provides personalized information to fill knowledge and judgment gaps for doctors and nurses (based on my USPTO Patent# 7082418).
• Releasing rapid iterations of updated content to an established user base with minimal interruptions.
CHIEF OPERATING OFFICER, ADVANCED PRACTICE STRATEGIES
June 2008 - April 2012
Created market strategy and directed execution. Hired and trained high-performance teams for all areas of the business, expanding the company from 7 to 51 employees during this time. Provided executive leadership in all areas of strategy, operations, sales, and human resources. Served as Interim CEO from October of 2009 to Feb 2010. Transitioned to exclusive focus on Chief Content Officer role after closing Series A investment in December 2011 and hiring additional executives. Accomplishments include:
Grew revenues from $1.5M to $7M in four years.
• Identified and measured key market dynamics and trends to set clear product goals.
• Determined market positioning based on competitive and market analysis.
• Negotiated and contracted a fully furnished sublease that tripled square-footage, moving from B-class to A-class real estate at 40% of market cost.
ASSOCIATE PARTNER AND CHIEF OPERATING OFFICER, EMONITOR AT MONITOR DELOITTE
July 2004 - June 2008
Deloitte acquired Monitor Group in 2013. During my time at Monitor Group, I launched and built eMonitor, an incubated online product division that spun out to become LeveragePoint. Developed “LeveragePoint for Marketing Strategy”, a SaaS workflow decision-support tool for pharmaceutical companies and CPGs. Participated in the development of large strategic management initiatives and solutions for Fortune 100 clients and foreign governments, including innovative interventions in high technology and pharmaceutical companies that resulted in significant revenue growth.
• Attained associate partnership status at Monitor Group.
• Identified and accurately projected market need for new incubated business unit.
• Created SaaS decision-support and learning tools for marketing and value-based pricing through management of product and engineering teams.
• Ensured a project margin of no less than 30% for all initiatives and provided overall fiscal planning, budgeting, and management of $3.6M in assets.
• Developed an innovative search methodology to uncover new business opportunities for Pharmaceutical companies by analyzing big data sets in a new way. Presented at “Search Engine 2008”.
• Filed for a patent around a new “Learning-to-Action” strategy (USPTO Patent App#11/924,253).
DIRECTOR OF TECHNOLOGY AND PRODUCT DEVELOPMENT, HARVARD BUSINESS PUBLISHING
2000 - 2004
Developed a new paradigm for deployment of the Harvard Business Publishing content library by moving products from CD and video to an online format. Helped to create the first profitable business for online learning in the soft skills market. Built online content addressing general management and leadership topics in a creative and engaging way. Set the strategic vision for product development for the unit. Accomplishments include:
• Invented a patented approach for the creation and delivery of context-sensitive learning platform (USPTO Patent# 7082418).
• Developed “Harvard ManageMentor PLUS”, a real-time performance support tool used by over eight million managers and executives worldwide.
• Managed the translation and localization of key products into 13 different languages.
• Invented a new, machine-assisted translation process that reduced translation costs and time-to-market by 30%.
• Led the development of a technical integration that allows “universal access” of software from any Learning Management System, leading to an immediate increase of $3M in annual revenue.
ACADEMIC EXPERIENCE
BS, ORGANIZATIONAL BEHAVIOR, CORNELL UNIVERSITY
PROFICIENCIES
STRATEGY CONSULTING
GROWTH STRATEGIES
CHANGE MANAGEMENT
ELEARNING AND TRAINING
LEADERSHIP COACHING
"Whatever you are, be a good one"
Abraham Lincoln
CONTACT
Thank you for reviewing my Portfolio & CV. Please get in touch to find out more.