Corey Fischer

publicIdentifier: coreywfischer

sourced_title: Senior Director of Alliances & Business Development

firm: Thought Logic Consulting

headline: Helping clients leverage data insights to unleash value, improve decision making and create competitive advantages

about:
I am a Sales and Technology Enablement Leader with 20+ years of experience helping organizations utilize innovative technologies to improve their businesses, meet their most critical needs and provide tangible value. Integrity is important to me, which is why I have consistently chosen to be part of organizations that offer outstanding products & solutions that effectively solve a customer’s challenge. I believe that my value as a sales professional comes from putting my clients’ needs first. By listening deeply to better understand my clients, their business, and their goals, I am able to better support them, solve their problems, and add significant value.

Accomplishing big challenges by rallying a team around a shared objective has always fueled me. Whether I am collaborating with clients or colleagues, I love understanding what drives them so I can better help them achieve their biggest goals. In my role at eCapital Advisors, I work with our team of transformation experts and advisers to quickly achieve impact for you and transform how you’ll analyze your business.

I feel strongest when I’ve made an impact and helped others. Empowering businesses to achieve their growth goals is incredibly rewarding, and I enjoy helping clients carve out innovative technological pathways that achieve strategic objectives and create significant ROI.

At eCapital, we are focused on authentically helping our clients achieve their goals, doing business with integrity, and building strong relationships. There are few things more satisfying to me than empowering clients achieve wins and witnessing the happiness and excitement that their success generates.

Corey
952-334-3410
cfischer@ecapitaladvisors.com

company: Thought Logic Consulting

description:
Thought Logic Consulting is a digital transformation firm that uniquely blends business and technology enablement offerings to drive clients’ targeted outcomes. With a team of experienced consultants, we pride ourselves on delivering the core foundational skills to every project, with results that increase customer revenue, improve customer experience, enhance employee satisfaction, and drive overall company profitability.
• Leading strategic alliances and business development efforts post-acq

position: Vice President of Sales & Marketing

company: eCapital Advisors

description:
At eCapital Advisors (acquired byThought Logic in September 2024), we are problem solvers, transformation leaders and functional & technology experts with a mission to connect expertise and analytics to drive better business decisions.

Our vision is for every business to have easy access to the data that tells their story. When you have data insights sooner and easier, you can adjust your business model and increase profitability with more agility. eCapital is one of the nation’s most sought a

position: Vice President of Global Sales

company: Perforce Software

description:
I was brought into Perforce just prior to the acquisition of a business called Perfecto. My role was to lead the global sales organization through the initial integration phase, where my team and I collaborated to successfully transform the business back to growth.

Perforce offers complete developer collaboration, agile project management tools, and automated testing solutions to accelerate digital delivery cycles. The world's leading global brands trust Perforce solutions to test, monitor, and

position: Executive Sales Leader

company: Sprinklr

description:
Sprinklr was looking for a leader for their growth strategy & investment to expand the US SaaS business, and I was recruited to accomplish this by an executive colleague I had worked with previously. I  successfully established a customer-first, value-based business throughout the North Central Region by hiring & developing a world-class greenfield sales team focused on taking care of customers, business development, direct sales, regional marketing, & strategic alliances.

Sprinklr helps large

position: Vice President of Sales

company: Pomeroy / Tolt Solutions (a Clearlake Capital Company)

description:
Upon successfully leading the evaluation process that resulted in the $28.2M carve out sale of iPass Unity to Tolt Solutions/Pomeroy, I transitioned as the Vice President of Sales for Managed Network Services. It was an amazing 13-year sales leadership experience with several acquisitions/transitions, from iPass to Pomeroy.

Pomeroy is an industry-recognized provider of cloud-first digital transformation and IT infrastructure services to a wide variety of industries.

Contributions I am proud to

position: General Manager | Vice President of Sales & Marketing

company: iPass

description: As the General Manager of iPass Unity, I was responsible for the turnaround & growth of a $30M wholly owned subsidiary of iPass, Inc. (a $120M publicly traded company based in Redwood Shores, CA). My primary responsibility as General Manager was to lead this semi-autonomous & entrepreneurial organization, and I was directly accountable to every iPass Unity customer, the entire iPass Unity team (85), & the C-Level leadership of iPass, Inc. As a result of our passion and commitment for this busine

position: Strategic Sales Leader

description: Throughout my time at iPass, I was progressively promoted into positions of higher visibility, responsibility and complexity throughout my tenure. During that time, I significantly grew the iPass Unity recurring revenue & gross margin in this $30M business unit. I made my initial contribution to building this business as a strategic sales person - which grew into a responsibility for leading the entire business - and eventually became a principal player in selling the business division to Privat

position: Central Region Sales Manager - Digex (now Verizon)

company: Verizon Enterprise Solutions

description: From 1997- 2003, I was part of the same overall organization, and during this time there were several mergers & acquisitions resulting in different company names. Each of these organizations are now a fully integrated part of Verizon Enterprise Solutions (VES).

content: Having a great time at Splash this week! Looking forward to the General Mills session this afternoon and our Partner Night Out event this evening - please join us if you can!

content: If you're heading to Splash next week in Orlando ... we'd love to have you join us Tuesday evening!

content:
What a night at the O'Shaughnessy Distillery!

On Wednesday night, Thought Logic & OneStream brought together some incredible minds for our Take Finance Further - Sensible AI event.

A huge thank you to everyone who joined us. The conversations were honest, curious, and exactly the kind we need to be having about AI in finance.

A special thank you & recognition to both Gretchen Johnson from

content: Interested in learning how other local finance leaders are leveraging AI? Please join us for some food, fun, and industry insights next Wednesday, May 6th at O'Shaughnessy Distilling Co. @ 4:30pm.

evidence_experience: "Leading strategic alliances and business development efforts post-acquisition, driving growth opportunities for partners, clients and employees." / "I believe that my value as a sales professional comes from putting my clients' needs first."

resolved_account_name: Thought Logic Consulting


Sai Swaroop Mandal

publicIdentifier: saiswaroopmandal

sourced_title: Senior Consultant

firm: Thoucentric

headline: Supply Chain | IIM I | NITR

about:
Sai is passionate about connecting businesses to the right solutions, optimizing processes, and creating efficient supply networks. He thrives in dynamic and collaborative environments where he can leverage his skills and expertise to contribute to the growth and success of firm and its customers/clients. Sai has a strong educational background, with a Postgraduate Program in Business Administration and Management from IIM Indore and a Bachelor of Technology in Chemical Engineering from NIT Rourkela.
Currently he is associated with Thoucentric as Supply Chain IT Consultant working in o9/IBP platforms in the field of Supply/Demand planning. Key Achievements include:
1. Sales Volume and Market Share Increase:
Increased sales volume and market share in the Eastern Indian region by identifying new opportunities, expanding the customer base, and enhancing customer satisfaction while working as a Sales Manager for a leading steel manufacturer (Downstream Steel Products).

2. Streamlining Supply Chain Operations:
Spearheaded the S&OP process of a leading steel manufacturer for a portfolio of 100+ SKUs across 15+ different plants/EPAs pan India/Exports, ensuring timely delivery, cost efficiency, and inventory management. This involved managing a volume of 22 KT to 50+ distributors based on market demand.

3. Building Partnerships and Digital Initiatives:
Built and fostered strong partnerships with suppliers, negotiating favorable contracts, and maintaining high-quality product standards. Drove digital initiatives to improve vendor relations and customer relationship management systems.

position: Senior Consultant

company: Thoucentric

end: Present

description:
Implementing Supply Chain Technology Solutions: Responsible for deploying innovative technology solutions tailored to client needs, enhancing operational efficiency and effectiveness.
Project Management Services: Provide comprehensive project management services throughout the lifecycle of supply chain projects.
Conducting Solution Demos: Lead engaging solution demonstrations for prospective clients, showcasing the capabilities and benefits of proposed technology solutions.
Technology Implementa

position: Sales Manager East

company: Tata Steel

description:
Distribution Channel Management: Successfully managed the distribution channel for retail and institutional products in the wire division.
Strategic Growth Initiatives: Collaborated with the Strategy and Business Development team to devise innovative strategies for business growth and the introduction of new products.
Channel Development in Jharkhand/Bihar: Spearheaded the establishment of new distribution channels, including dealer appointments, client management, sales monitoring, and scheme i

position: Supply Chain Manager, Global Wires India, Retail Segment

description:
Management professional with core expertise in Planning, Scheduling, and Optimization of Supply Chain. Highly adept at handling conflicting KPIs and ensuring close coordination, agility, and collaboration amongst various stakeholders.

Responsible for analyzing data trends to identify and drive improvements for S&OP, demand, inventory and Network Planning processes

position: Supply Chain Manager, Global Wires India, Institutional Segment

description:
Catering Insitutional wire products demand on domestic and global scale.
Prepared and optimized production and dispatch schedules across assigned plants based on customer orders, forecast, safety stock and lead time to utilize production capacity and met 99% of unconstrained demand.
Analyze the product life cycle to make recommendations on increasing/decreasing inventory target based on the trend analysis; establish ideal safety stock targets by reviewing the available inventory position and pro

position: Management Trainee Commercial

description:
1. Understanding the steel business domestic and globally
2. Technical knowledge about basic manufacturing of Steel and other alloyed materials
3. Did my project under the Logistics team of Jamshedpur on Uberisation of intra works movement

position: Management Intern, Outbound logistics

description:
Value proposition of cutting the idle freight from INR XXX Cr to minimal level by use of IT enabled dispatch planner
Worked with the Logistics operation department to develop Global Dispatch Planner to deliver products with optimized cost and agreed service levels Incorporating real-time data to the system using non-linear integer programming model to reduce manual intervenation

position: Live Project : Customer Relationship Management

company: Pratibha Syntex Ltd.

description: Leveraging the 'Factories of the Future' to widen the reach of the company and improve the relations with previous customers.

position: Quality Incharge

company: IMT EARTHMOVING PRIVATE LIMITED

description: Association with quality assurance department for the same

disposition: DISQUALIFIED

internal_vs_external: external

role_nature: other

band: clear

band_reasons: disqualified

evidence_experience: "Responsible for deploying innovative technology solutions tailored to client needs, enhancing operational efficiency and effectiveness" and "Lead engaging solution demonstrations for prospective clients"

resolved_account_name: Thoucentric

in_612: yes

in_575: yes

suppressed: no


Vishal Ranjan

publicIdentifier: vishal--ranjan

sourced_title: Founder

firm: Claight

headline: Founder & CEO, Claight Corporation

about: I built Claight a portmanteau of “Clarity” and “Insight” on a simple belief - intelligence should drive decisions, not sit in reports.  Claight is the parent company of Expert Market Research and Procurement Resource global platforms enabling leadership teams with real time market intelligence, strategic advisory, and procurement insights.  Today, we: • Publish 100+ research studies monthly • Cover 15+ industry verticals • Serve over half of the Fortune 500 • Operate with 450+ specialists across global markets  Through our platforms, we support market entry, pricing strategy, and procurement decision making helping organisations improve cost structures and competitive positioning.  Prior to Claight, I worked across category leadership and commercial strategy roles at Sealed Air Corporation and Diversey India.  MBA, FMS Delhi | Master’s in International Business, IIFT

position: Founder

company: Claight

description:
We at Claight help organisations track the ever-changing market scenarios through our customised and syndicated reports. Thus enabling them in:

1. Understanding the hyper-diverse and rapidly evolving customer journeys
2. Revenue Growth Strategy & Management
3. New Product Development & Innovation
4. Marketing Effectiveness
5. Merchandize Management & Retail Excellence
6. Ensuring continuity of the entire value chain.
7. Procurement Strategies

Our customers range from Fortune 1000 companies to

position: Sector Head Processed Food (South Asia)

company: Sealed Air Corporation

description:
- Develop and Execute a Strategy for the Hygiene Business in the Processed Food Sector for South Asia
- Coordinate with the Field Sales Team through Matrix Management structure.
- Responsible for the P&L account for the Processed Food Sector for SOuth Asia..
- Achieved 60% CAGR in Hygiene business in the PF Sector (up from 52% in 2012)
- Manage Key Accounts like Nestle, Fritolays, ITC etc directly.
- Align the Indian Subcontinent Business with the AMAT regional sector deliverables and strategi

position: Sr. Area Sales Manager

company: Diversey India Hygiene Pvt. Ltd.

position: Sr. Territory Manager

company: JohnsonDiversey India Pvt Ltd.

position: Sr. Marketing Executive

company: KPL International Ltd.

position: Asst Marketing Manager

company: calco polychem

content:
Commodity markets move fast. Your decisions need to move faster. Stay ahead with Commodity Compass, a biweekly intelligence update covering commodity prices, market movements, and key industry developments across:

➡ Food & Beverage
➡ Metals
➡ Chemicals
➡ Energy
➡ Precious Metals

From emerging trends to the factors shaping price movements, get expert insights and market intelligence in one c

content:
Proud to share that Claight India has been shortlisted for the Asia Pacific Solution Provider Award at the Asia Pacific Procurement Awards 2026, for Claight HUB – Integrated Intelligence Suite.

This recognition is particularly meaningful because Claight HUB was built around a simple belief: procurement teams should not have to navigate fragmented data and disconnected intelligence to make critic

content:
Commodity markets move fast. Staying ahead requires the right signals at the right time. Commodity Compass brings together the latest price movements, market developments, and expert insights across key commodity categories, helping procurement teams turn market signals into smarter decisions.

A useful resource for anyone tracking costs, market volatility, and what’s next.

Learn more at: https:/

content:
The era of relying on backward-looking, quarterly procurement reports is over. When commodity prices, freight rates, and tariff policies fluctuate daily, waiting six weeks for a market study is a business risk. In my recent interaction with The Economic Times, I shared how continuous geopolitical shocks are forcing global enterprises to rethink procurement intelligence:

Real-time scenario plannin

content: Agents reason over whatever ground truth you give them. In procurement that ground truth is usually stale. Bad cost data plus autonomy does not give you a slow bad decision, it gives you a fast confident one at scale. The autonomy ceiling is set by the cost of one wrong output.

primary_strip: A

band: review

band_reasons: disqualified; company_concern

evidence_experience: "We at Claight help organisations track the ever-changing market scenarios through our customised and syndicated reports" and "Publish 100+ research studies monthly... Serve over half of the Fortune 500" - describes an external, client-facing research/publishing business, not internal knowledge management for Claight's own staff.

resolved_account_name: Claight


Margot Demeester

sourced_title: Product, Business & IA Strategist

firm: Thiga

headline:
Product, Business & AI Strategist @Thiga
Luxury & Retail Specialist

Ex-Lead PM, Animatrice des Meetup Discovery Discipline & Mentor Startup Banlieue 🚀

about:
I started my career building products. Today, I help build strategic growth.
My path has always been shaped by the same question: how do we turn complexity into clarity, and clarity into measurable impact?

As a Product Manager, I learned the discipline of discovery, user insight and iterative delivery. As a Lead PM, I grew in complex environments, aligning stakeholders, mentoring teams, framing problems and helping organizations build products with purpose.

Today at Thiga, I bring this product and delivery mindset into a strategic business role. I work with CAC40 accounts across luxury, retail and hospitality to identify, frame and develop high-impact opportunities at the intersection of Product, Data and AI transformation.

My role is to bridge business ambition, technical feasibility and delivery reality, from account strategy and opportunity framing to complex sales cycles, ROI-driven proposals and long-term client development.

This is where my hybrid profile becomes valuable: I understand how products are built, how teams deliver, and how business value is created.

In practice, this means:
- Driving strategic account development, account plans and ABM approaches on priority accounts
- Managing complex sales cycles with C-level, DSI, digital, product, business and IT stakeholders
- Framing product transformation opportunities with a strong ROI lens
- Connecting client needs with delivery capabilities to secure both commercial ambition and project success
- Turning weak signals, business pain points and emerging technologies into concrete opportunities
- Building momentum through partnerships, events, communities and thought leadership

I’m particularly interested in how AI is reshaping product organizations, business models and digital capabilities as a practical

position: Product, Business & IA Strategist

company: Thiga

description:
I advise strategic accounts across luxury, retail and hospitality in identifying, framing and developing high-impact opportunities at the intersection of Product, Data and AI transformation.

My role is to bridge business ambition, technical feasibility and delivery reality, from account strategy and opportunity framing to complex sales cycles, ROI-driven proposals and long-term client development.

Key responsibilities & impact:
- Managing 7+ strategic accounts, with a qualified and forecasted

position: Lead Product Manager

description:
I supported large organizations in structuring and delivering complex digital and product transformations.

This role was a turning point in my trajectory: beyond product delivery, I became increasingly involved in business development, pre-sales, opportunity framing and value proposition design. It helped me build the bridge between product expertise, client advisory and strategic growth.

Key responsibilities & impact:
- Led product and digital transformation initiatives with business, marketi

position: Product Manager

description:
I led the redesign of strategic digital journeys and the modernization of its institutional website ecosystem. The mission was about helping the organization move toward a more scalable digital architecture and a more autonomous content operating model.

The client was evolving from a more monolithic website setup toward a more decoupled CMS architecture, with Drupal as a content management layer and a clearer separation between content, front-end experience and back-end logic.

My role was to w

company: AXA Group Operations

description:
I worked on the digital transformation of the workplace for an international organization of 10,000+ employees, in a complex enterprise environment involving cloud, security, adoption and change management.

The mission required strong coordination between IT, security, business teams and end users, with a focus on adoption, governance and measurable usage.

Key responsibilities & impact:
- Led the digital workplace transformation for 10,000+ employees across 4 countries.
- Coordinated internati

position: Product owner

description:
I started my product career as a Product Owner in a large enterprise environment, working on internal digital workplace products and employee-facing tools.

This first experience gave me a strong foundation in product ownership, backlog management, user needs, stakeholder coordination and adoption challenges in complex organizations.

Key responsibilities & impact:
- Collected and clarified user needs from internal stakeholders and employee populations.
- Managed and prioritized the backlog in c

position: Service joueur

company: Fédération Française de Tennis

description:
Operational role during the Roland-Garros tournament, supporting player services in a high-pressure, international and event-driven environment. I handled requests from players and their agents, especially around guest ticket allocation and seat management for matches, while ensuring responsiveness, discretion and service excellence.

Key responsibilities:
- Supported player-facing operations throughout the tournament.
- Managed players’ and agents’ requests related to guest access, ticketing an

evidence_experience: "I work with CAC40 accounts across luxury, retail and hospitality to identify, frame and develop high-impact opportunities at the intersection of Product, Data and AI transformation... Managing complex sales cycles with C-level, DSI, digital, product, business and IT stakeholders"

resolved_account_name: Thiga


Frédéric Desmaison 房睿

publicIdentifier: desmaison

sourced_title: Senior Advisor

firm: Adone Conseil

headline: Strategy Consulting | Technology Management | Digital Transformation | New Retail | Data & AI | Luxury & Finance | Agile Product Development | Team Scaling & Mentoring | University Lecturer | Board Advisor

about:
Senior executive with a dual technology and management background, with 20+ years of experience in designing and delivering digital experiences and technology innovations, helping organizations to better serve their customers, employees or partners, in local and international environments. Exposure to Senior Management in complex organizations, with a focus on luxury and banking sectors.

Strong acumen for technology and user experience, data-driven and problem-solver, with a focus on implementing new technologies to deliver qualitative digital products.

Long track-record of successful programs and products delivered with waterfall and/or agile methodologies. Broad set of skills including roadmap definition, business analysis, technology architecture, delivery, operations, cyber security and digital marketing. Deep understanding of Artificial Intelligence and the Chinese digital ecosystem.

15+ years of experience in building and managing multicultural teams of internal and external staff, with local and off-shore locations, up to 500 co-workers, with on-site and remote ways of working.

Specialities: Technology Teams Management & Scaling, Roadmap Definition, Program & Product Management, Agile & Waterfall methodologies, Artificial Intelligence, Usability and User-centric Design, e-Commerce, e-Banking, Content Management, China, Omnichannel, Clienteling, Retail and B2B applications, Cloud, API-driven architecture, Change Management, Collaboration & Digital Workplace, Strategic Thinking & Consulting, Digital Marketing

position: Board Advisor

company: TheLearning LAB

description:
Providing expert advice and strategic direction to The Learning Lab, contributing to commercial acceleration and shaping the future of learning with purpose and innovation.
Leveraging people connections to support the company in scaling its business and achieving its goals.
Collaborating with the founders to drive growth and bring new ideas for their platform and services.

position: Technology & Transformation Manager

description: Providing technology strategy and organization transformation consulting services on client and employee-centric user journeys. Specific focus on the luxury, banking, education and healthcare sectors. Deep expertise in omnichannel experiences, internal applications, multidisciplinary people management, organizational design and operating models. Practical use of generative AI. Working as an interim or fractional advisor or manager for strategic advisory and execution roles (Board Advisory, CTO,

position: Senior Advisor

company: Adone Conseil

description:
Led strategic advisory missions related to omnichannel technologies, Artificial Intelligence, digital in stores, and digital transformation at large.
Built a practice on GEO (Generative Engine Optimization), drove the related commercial activities with key accounts, and led discovery missions.
Spoke at several conferences on how technology continues to create opportunities for better interactions between companies and their clients.
Developed the visibility of internal practices through opinion

position: Partner

description:
Ad-interim Partner at Adone Conseil (part of Magellan Partners) for one of its major accounts in the luxury and cosmetics sector.
Produced commercial proposals in the field of omnichannel replatforming, retail solutions selection, digital content supply chain strategy, or generative engine optimization (GEO).
Strengthened relationships with key technology vendors.

position: Digital Technology Director, Client & Market

company: Richemont

description:
At the helm of Richemont's digital technology domain, reporting to the Chief Information Officer, my leadership over those five years has been centred on innovating and managing our global client technology platforms, powering over ten prestigious luxury Maisons. My focus on building the Group’s omnichannel presence has elevated our customer experience and online turnover, while accelerating the development of a team and ecosystem for the Chinese market.

Working alongside a global team, I have

position: Digital Factory Manager, eCommerce & Integration

description:
In charge of several teams of digital experts developing full-stack solutions for Richemont's and our Maisons' digital touch points (Experience Management framework based on Adobe Experience Cloud suite, Java-based eCommerce middleware, B2B portals, China-specific chat-based online services, Digital Workplace, Collaboration suite and various custom B2E applications).

Implemented agile in several teams along with DevOps. Organized a Geneva DevOps meetup.

Global scope (all Regions, multiple Mais

position: eCommerce Account & Program Manager for Cartier

description:
Main point of contact for Cartier, our main Maison, for the roll-out of their new global Content+Commerce digital platform based on Adobe Experience Manager, supporting 20+ mobile and desktop websites, with eCommerce capabilities in multiple markets. Supporting the activation of their eCommerce services in China, working with the Maison team in Paris and their off-shore agency in India.

Special assignment on top of my official position with numerous technical and organizational challenges, in

position: Digital Workplace Manager & Senior Program Manager

description:
Responsible for the Digital Workplace global initiative, from defining the vision for a new modern workplace for all Maisons/Regions to the rollout and adoption of the platform at scale. In charge of the teams dedicated to intranet and collaboration tools for Richemont and its Maisons. Working with main business functions such as HR, Internal Communication, Marketing, Retail, Legal, all Regions and main product lines.

Delivering template solutions with rapid roll-out and low support footprint

content:
A very comprehensive article from Bloomberg on the race between US and China on AI technology, comparing performance, cost and valuation of the key players such as Anthropic, OpenAI, Alibaba Group or Moonshot AI.

https://lnkd.in/ewV9UeuQ

content: Yesterday evening, I had the pleasure of sharing thoughts with the Romandy CTO community on the rise of agentic commerce, especially in the retail luxury sector, along with Pedro Lopez-Belmonte Eraso. We highlighted key challenges in adopting generative AI for client journeys, such as the risk of disintermediation and a lack of trust. We also reviewed the prerequisites for operating models and tec

content: Great opportunity to share views on the future of luxury clienteling with experts form BSPK, Shopify and their ecosystem!

content: The best 25 min of your time to invest to understand what agentic commerce really means for traditional B2C companies and why China is leading the packs leveraging its super apps ecosystem. Thanks Howard Yu for this excellent video and article (as usual).

content:
A few months ago, Jack Dorsey, founder of X (Twitter at the time) and Block (the parent company of Square), issued a manifesto on how AI could be used to rethink how organizations operate from the ground up.

This challenges the concept of hierarchy, questions the way information is shared in traditional companies and describes a new model for an intelligence-based company (or AI-native one) stru

evidence_experience: "Providing technology strategy and organization transformation consulting services on client and employee-centric user journeys...Working as an interim or fractional advisor or manager for strategic advisory and execution roles" and "Led strategic advisory missions related to omnichannel technologies, Artificial Intelligence, digital in stores, and digital transformation at large" - all client-delivery consulting work, no internal firm knowledge-function ownership

resolved_account_name: Adone Conseil


Jerome Bassaler

sourced_title: Director

firm: Orange Consulting

headline: Director at Orange Consulting

about:
20 years of experience in management consulting, marketing, innovation and digital transformation with a strong focus on IoT, Data/AI & Digital Infrastructure
In charge of Orange Consulting activities for Mobility, Energy, Industry & Services

Specialties: Digital strategy, Innovation, Data/AI, Cloud, IoT, Mobile Private Network
Lean start-up, design thinking
Business development & Sales
Team management & Coaching

position: Director Orange Consulting

company: Orange Business

description:
Orange Consulting is a business consulting firm part of Orange group and supporting organizations in their digital transformation

Responsible of Industry, Energy, Infrastructure & Mobility/Transport practices within Orange Consulting:
- Definition of the consulting customer value proposition in relation with Orange Smart Cities & Industry BUs
- In charge of business development (8M€ per year) for business consulting activities
- Directly managing a team of Managers and Consultants
In charge of

position: Director

company: Orange Consulting

position: Senior Manager

description:
In charge of Big Data, IoT & Analytics consulting practice: developing the approach and methodology, responsible for business development and recruitment

Directly managing a team of  consultants and senior consultants: in charge of coaching, talent development

position: Manager

description: In charge of business development for Smart Cities & transport vertical

position: Senior Consultant

description: Part of the Customer Experience & M2M line of business

position: Marketing Project Manager

company: Philips

position: Engineer Research Assistant

company: The University of Queensland

position: Project Engineer - Vacuum Interrupters

company: Schneider Electric

evidence_experience: "In charge of business development (8M€ per year) for business consulting activities" and "Definition of the consulting customer value proposition in relation with Orange Smart Cities & Industry BUs" - this is client-facing practice leadership, not internal knowledge/AI ownership.

resolved_account_name: Orange Consulting


Slim Skhiri

sourced_title: Senior Consultant - Product Management

firm: Emergn

headline: Product Management Lead

about:
Slim is a product lead who helps tech companies and teams build and market essential and desirable products.

He had the chance to work in early stage start-ups and blue chip companies, in various industries around the world (telecoms, recruitment, enterprise software, EdTech, e-commerce, BPO, FinTech) and enjoyed the variety of experiences!

position: Senior Consultant - Product Management

company: Emergn

position: Head Of Product Management

company: Fixter

description:
Multi-sided platform for end-to-end car maintenance
-	Led a product team of 4
-	Launched the product in a new country
-	Optimised garage and drivers utilisation
-	Established a growth roadmap to double revenue YoY

position: Director of Product Management

company: Accruent

description:
Accruent help various industries manage their physical resources.
Meridian specifically helps with the management of engineering documents that are critical to owners and operators of facilities to operate and maintain assets at all stages of their lifecycles.

position: Freelance - Product Manager

company: Slim Lab ltd

position: Product manager

company: NODAL

description: Nodal is a platform that offers freelancers and employers a simple and trusted way to manage contracts, timesheets and skills

evidence_experience: "Coaching clients on Product Management best practices" @ Emergn; prior roles are Head/Director of Product Management for various companies' own products - no internal knowledge/AI/IP function ownership anywhere.

resolved_account_name: Emergn


Steven Carrington

sourced_title: Senior Managing Director, Cross Industry Solutions

headline: Senior Managing Director, Cross-Industry Solutions

about:
At Thought Logic, leadership in cross-industry and integrated solutions is central to our collective pursuit of addressing complex business challenges. Within just a month as Managing Director, my focus remains on developing innovative go-to-market strategies and fostering strong client relationships through impactful consulting engagements. The core competencies refined over recent years include strategic client advisement and the orchestration of cross-functional team collaboration to define and deliver market-relevant solutions.

Previously, during my tenure at Slalom, my role as Executive Strategic Advisor entailed building top-level partnerships and supporting the implementation of our clients' most intricate strategic initiatives. Our team capitalized on Slalom's diverse capabilities to deliver outcomes that propelled executive clients' growth and operational excellence. This experience has honed my expertise in creating value at the nexus of business innovation, fostering an environment where strategic vision and human-centric solutions thrive.

position: Senior Managing Partner, Cross Industry Solutions

company: Thought Logic Consulting

description: Drive integrated client-centric solutions to address complex business challenges. Leveraging deep industry knowledge and Thought Logic's diverse capabilities, my team develops and implements innovative go-to-market strategies, collaborating with cross-functional teams to define and communicate solution strategies. My role involves building and maintaining strong client relationships through consulting engagements and thought leadership, while identifying new revenue opportunities and market-rele

position: Executive Strategic Advisor

company: Slalom

description: Building senior level relationships, helping them get unstuck and support their teams in delivering their most complex strategic priorities. In this role, I'm responsible for bringing the best of Slalom across all key accounts, collaborating with our market and practice leaders to identify how Slalom could deliver the best outcomes for our executive clients.

position: Senior Director | Strategy & Operations

description: Responsible for Atlanta's Strategy & Operations practice.  This included sales, client delivery, yearly forecasting, new offering creation, hiring, and talent management.

position: Senior Director | Client Service Partner Market Leader

description: Account Executive responsible for building client relationships and delivering consulting services at Delta Airlines, SunTrust, and Chick-fil-A.

position: Director | Client Service Market Lead

company: Slalom Consulting

description: Account Executive for Delta Air Lines responsible for building relationships, client delivery, and supporting our team members on the ground.

company: Accenture

description: Leading teams of 100+ onshore/offshore consults delivering complex, multi-year engagements for Fortune 100 companies.

description: CRM Sales and Service consulting expert working with Fortune 500 companies to identify areas to improve sales and/or reduce operating costs.

position: Consultant

content:
Excited to share some big news: Thought Logic Consulting has entered a strategic partnership with Braemont Capital.

This investment sets up our next phase of growth. We're expanding what we can do, but the foundation stays the same: exceptional people, deep client trust, and a senior-led delivery model built to drive Fortune 1000 outcomes.

I'm proud of what our team has built to get here, and ev

content:
Deployment is not adoption. Adoption is not value. Most AI programs die in that gap.

The reason: companies are running AI through an old operating model, use case by use case, owned by IT, judged on adoption. That worked for automating manual work. It breaks when AI starts making decisions that used to require human judgment.

This isn't a tech upgrade. It's a new way of working. We identified fi

content:
Too often, clients jump straight to software as the fix, before they've analyzed the process and capabilities underneath it. That order costs ROI.

Join Carrie and Daniel as they share why a Process First approach leads to stronger, more lasting returns.

Register now to save your spot.

content:
- 74% of companies aren’t seeing value from AI.
- 88% of AI pilots never scale.
- Only 6% generate real financial impact.

It’s not the technology.  ~70% of AI failures come down to people and process.

No ownership. No adoption. No integration into how work actually happens. AI gets deployed. But it doesn’t get used. That’s where it fails.

Quick breakdown: https://lnkd.in/gAu5Vnmm

#Thought

content: Scott and Carrie are two of our best experts in Sales Performance Management and OneStream.  If this is a topic you or your teams are interested in, please set your calendar for 2pm EST July 21st.

evidence_experience: "My role involves building and maintaining strong client relationships through consulting engagements and thought leadership, while identifying new revenue opportunities" and "Executive Strategic Advisor... Building senior level relationships... support their teams in delivering their most complex strategic priorities" - all external client delivery/BD, no internal function ownership.


Adam Hohla, CISA

sourced_title: Partner

firm: Clearsulting

headline: Partner at Clearsulting

position: Partner

company: Clearsulting

description:
Clearsulting drives digital finance transformation through the office of the CFO. Connecting technology, processes, and systems Clearsulting brings experience and technical capabilities across the spectrum of finance digital transformation needs.  Our innovative and creative solutions look to address your wide range of needs, including your compliance and regulatory objectives.

Our Risk Advisory Practice helps organizations enhance their compliance and regulatory strategies by providing tailore

position: IT Risk Assurance Manager

company: EY

description: Provide independent, impartial assistance in IT and across the business, bringing insights from our work with commercial and government organizations, as well as knowledge of industry leading practice, regulation and financial audit requirements. Primary IT risk and assurance services include: IT enterprise-wide governance, risk and compliance, IT internal audit, IT internal controls, and External audit IT support for both domestic and international businesses.

position: Intern

company: Ernst & Young

content: We are growing! Come join a great team!

content: Come join a great team!

evidence_experience: "Clearsulting drives digital finance transformation through the office of the CFO... Our Risk Advisory Practice helps organizations enhance their compliance and regulatory strategies" - describes services sold to client organizations, not internal firm knowledge/AI ownership.

resolved_account_name: Clearsulting


Soham Das

sourced_title: Project Management Consultant

headline: Thoucentric | Project Manager | Digital Transformation | O2C Process Excellence | RTM Specialist | FMCG | Stakeholder & Change Management

about:
Soham is a Project Manager and Digital Transformation Consultant with 4+ years of experience driving large-scale Order-To-Cash, DMS, and SFA implementations across FMCG, Pharma, and Conglomerates sector. Soham has led multi-country deployments for Unilever, improving operational efficiency from 30% to 70% and achieving 100% user adoption across 5,000+ field and distributor users.

Soham is skilled in Agile delivery, project planning & governance, stakeholder management, requirements gathering, UAT leadership, and rollout execution. Soham is also known for strengthening cross-functional alignment, accelerating time-to-value, and enabling scalable digital adoption.

Soham's earlier experience includes market research at Tata Steel—engaging 170+ B2B buyers and 100+ channel partners to inform product strategy and competitive positioning. Soham also has development experience at TCS building responsive web modules (HTML, CSS, Bootstrap).

Soham is a strong communicator, analytical thinker, and process-oriented leader with end-to-end exposure across business analysis, implementation, and change management. Soham is passionate about solving business problems, driving adoption, and enabling digital capability maturity across organizations.

position: Project Management Consultant

company: Thoucentric

description:
Client: Unilever
August 2024–Present

Led Unilever’s end-to-end O2C digital transformation across Bangladesh & Pakistan by deploying DMS & SFA, reducing order-processing time by 30%. Managed client-side project planning & governance, delivering 20 sprints with 98% on-time completion across 10+ cross-functional teams. Executed pilots with 4 weeks of hyper-care per market, reducing Average Resolution Time by 70%. Scaled to 450 distributors & 2,500 sales users with 0 backlog tickets. Standardized p

position: Summer Intern

company: Tata Steel

description:
1. Engaged with 170+ B2B customers to assess product requirements, volume demand, and Ultrasonic Testing needs for hot-rolled steel plates
2. Collaborated with 25+ Sales Managers and 60+ distributors to analyze competitive landscape in the ultrasonically tested steel segment
3. Developed a comprehensive market map of Tata Steel’s current product offerings and market positioning
4. Recommended data-backed strategies to expand market share and enhance Tata Steel’s ultrasonic-tested steel portfoli

position: Assistant System Engineer-Trainee

company: Tata Consultancy Services

description:
1. Built responsive web pages using HTML, CSS, and Bootstrap, contributing to front-end development deliverables
2. Gathered requirements, designed UI layouts, and developed modular web components to support project needs
3. Collaborated with senior developers to streamline knowledge transfer and strengthen peer-to-peer technical communication
4. Conducted functional demos, performed quality checks, and ensured timely delivery of all assigned development tasks.

content:
Where is your RTM today?
Take this self diagnosis to find out your RTM maturity and how you can take it to the next level.

https://lnkd.in/g3eS3tQG

evidence_experience: "Led Unilever's end-to-end O2C digital transformation across Bangladesh & Pakistan by deploying DMS & SFA... Managed client-side project planning & governance"


Ted C.

publicIdentifier: tchan

sourced_title: Principal

firm: Cartesian

headline: Mission-Driven Senior Executive and Technology Strategist

about:
What drives me, in two words, is upward mobility. My family came to America as immigrants, and technology innovation and business growth is the engine that creates opportunities for all.

I build and scale mission-driven organizations rooted in strong business fundamentals. I see myself as a force for good, blending strategic insight with entrepreneurial energy and a commitment to executional excellence.

As Chief Strategy and Innovation Officer at the Better Business Bureau, I led the digital transformation of North America's premier consumer protection nonprofit, empowering 97 local BBBs and over 3,500 team members to serve their communities effectively. I’ve also served as interim Chief Marketing Officer.

I teach Marketing Analytics at Boston University, focusing on branding, customer acquisition, and AI/Machine Learning. Additionally, I founded Upward Mobility, a leader in mobile education with over 150 apps across six platforms, including PracticeQuiz.com, one of the most popular free test prep sites globally. Upward Mobility serves over 3 million users annually, reaching more than 200 million learners.

My background includes over a decade of consulting experience, where I advised C-level executives on telecom, media, and technology strategy. From complex retail implementations to broadband access initiatives for underserved communities, my work has spanned policy development, hands-on implementation, and Fortune 500 board-level strategy and M&A.

I also founded a healthcare platform that reached 2 million monthly users and nearly $7M in revenue on a $500K seed round. The site addressed a critical gap in healthcare representation and transparency, offering unbiased information for underserved populations and working against practices that suppressed negative feed

position: Principal

company: Cartesian

description:
At Cartesian, I advise C level executives, boards, and private equity investors globally on strategy, transformation, and infrastructure investment across the technology, media, and telecom sectors.

My work sits at the intersection of business strategy, deep analytics, and systems architecture, helping organizations make high stakes decisions around digital infrastructure, platform strategy, and emerging technology ecosystems.

My areas of expertise include converged network economics, fiber i

position: Board Member

company: OpenCape

description: Board member advising OpenCape, a non-profit fiber ISP and data center on Cape Cod and Southern MA on technology strategy, network evolution, wholesale go-to-market, and key telecom industry trends. Provide guidance on opportunities to expand the impact of regional fiber infrastructure, strengthen wholesale and enterprise market positioning, and navigate shifts in broadband, middle-mile, cloud connectivity, wireless backhaul, and public-sector connectivity.

position: Member Board of Directors

company: Better Business Bureau of Eastern Massachusetts, Maine, Rhode Island & Vermont

description: I serve as a member of the Board of Directors of the Better Business Bureau in Eastern MA, ME, RI & VT.  PracticeQuiz.com is an accredited business with Boston BBB.

position: CEO / Co-Founder (currently Chairman)

description: PracticeQuiz.com is a  publisher that creates high-end professional educational content and makes it available through innovative web and mobile platforms.  We started focusing on healthcare and have expanded to many other categories, including professional training and entrance exam.  Between our business lines, we will provide cost-effective educational materials to over 20 million students annually.  We also publish several leading test prep books for specialty professional exams.  Over the y

position: Professional Instructor / Marketing Analytics

company: Boston University

description:
I teach Marketing Analytics at Boston University's MET College. We cover modern marketing techniques, focusing on how the space is evolving in digital and high-tech. For many classes, we use the Harvard Business School case method. Topics include strategic market analysis, marketing data science, artificial intelligence, conjoint analysis, random forest, digital acquisition, CLTV, pricing, and logistic regression. The class is taught in Python.

In addition, I am a professional facilitator for A

position: Chief Strategy and Innovation Officer

company: Better Business Bureau

description: I led strategy, partnerships, and innovation for the International Association of Better Business Bureaus (IABBB). During my tenure as Interim CMO, I hired a new marketing leader, spearheaded a rebrand, and accelerated the team's efforts to deliver impactful marketing materials to BBB members, including the first brand refresh in 15 years. Additionally, I overhauled the organization's data strategy and led the acquisition of our ERP vendor, positioning the BBB for innovation and growth. Overall,

position: Chief Executive Officer

company: Large Healthcare Directory

description: I built one of the largest healthcare review sites and scaled it to $7M+ in revenue, 30 employees, and over 3 million monthly users.  We had a GlassDoor rating of 4.6, and a strong culture focused on patient transparency.

position: Limited Partner / Advisor to the CEO

company: Out of Home America

description: Advised the CEO of OOHA through the acquisition of the company, and consult on strategic, financial, operational and technical issues issues.  Successful exit in Feb 2015.

content:
Some of my favorite work in telecom has always been anything that helps bring broadband access to underserved communities. Connectivity is opportunity.

So it was great that one of my first projects back at Cartesian was with NTCA–The Rural Broadband Association, working alongside many of the rural broadband providers who make that access possible.

Our analysis surfaced something we do not say ve

content:
It has been a busy few months, but I’m happy to share that I returned to Cartesian in January.

Strategy consulting in technology, media, and telecom sector is where I've had the most fun at work. I like digging into complex systems, connecting business strategy with the underlying technology, and helping organizations think through big infrastructure and platform decisions.

The biggest factor t

evidence_experience: "At Cartesian, I advise C level executives, boards, and private equity investors globally on strategy, transformation, and infrastructure investment across the technology, media, and telecom sectors." - pure client-delivery consulting with no internal knowledge/AI-on-knowledge-base ownership described.

resolved_account_name: Cartesian


Chanez K.

publicIdentifier: chanez-koriche

sourced_title: Business Manager

firm: Taleo Consulting

headline: Business Manager

position: Business Manager

company: Taleo Consulting

description:
Taleo is a Global Management Consulting Group focused on Financial Services.

👥 + 400 employees

🌍 10 offices worldwide in Paris, Brussels, Luxembourg, Amsterdam, Geneva, Barcelona, Singapore, Lisbon, Zurich & Antwerp.

💼 Our expertise:

Project Management & Agile Governance
Finance, Insurance, Risk & Compliance
Digital Transformation & Data Management
🌱 We prioritize Corporate and Social Responsibility and hold Ecovadis Silver and Great Place to Work certifications, as well as 15+ partnerships

position: Sustainability Officer

position: Business Manager - Energy & Environment

company: Sapia Consulting

description: Sapia Consulting is a sustainability consultancy that helps organizations tackle their biggest sustainability challenges. We specialize in providing customized solutions that drive measurable results in areas such as ISO14001, ISO50001, decarbonization, ESG, TCFD, CSR, and regulatory watch. With a deep understanding of the regulatory landscape and a focus on sustainability, we help clients navigate the complexities of sustainability initiatives while ensuring that they achieve their environmenta

position: Energy Manager

company: advizeo by setec

description:
advizeo by SETEC helps develop a game plan for optimizing the energy performances of building, facilities and industrial plants. We are tested on knowledge on areas such as fuel and electricity supply pricing, energy economics and mechanical systems like HVAC or boilers. We are skilled in energy auditing systems and CTMs in order to evaluate project in the front end and to do measurement and verification on the back end.

• Performed utility data analysis and identified energy saving opportunit

position: Project Manager

company: Ppanam Co., Ltd

description:
• Developed effective content marketing strategies to increase engagement and overall brand awareness
• Improved the brand new website user interface for better usability and increase web traffic.
• Created social media, internet, and traditional marketing content and promotional material.
• Developed and managed internal/external public relations material (newsletter, brochures, advertising) and other promotional material for LABIOTTE 라비오뜨 special event.
• Negotiated and secured event space and

position: Project and Team Manager

company: Asia Hope Camp Organization (ACOPIA)

description:
Project and Event Management | Partnership Development | Internal Coordination & Communication

In my previous role, I specialized in managing international projects, fostering global partnerships, and optimizing communication strategies across various sectors. My work was centered on bridging cultural exchanges and enhancing cross-border cooperation, particularly in Asia, with a focus on South Korea and Japan. Here's a snapshot of my key responsibilities and achievements:

Project & Event Manag

position: Conseiller clients

company: La Banque Postale

position: Chargé de clientèle

company: Printemps

description:
• Share information about new products that align with a customer's buying behaviours
perform 20+ sales per day on luxury fashion pieces.
• Provided a friendly disposition and upscale customer communication, assistance, service and demonstrated product knowledge and completing transactions.
• Cultivated relationships with new customers to achieve sell goals and provided information.
• Assisted with floor merchandising and accurately received and stocked new merchandise.
•Marked down/Clearance it

evidence_experience: "Sustainability Officer @ Taleo Consulting" and "Business Manager - Energy & Environment @ Sapia Consulting" and "Energy Manager @ advizeo by setec" - all sustainability/energy consulting delivery roles with no mention of internal knowledge base, IP reuse, or AI adoption.

resolved_account_name: Taleo Consulting


Jason Hale

publicIdentifier: jasonhalecfo

sourced_title: Strategic Advisor

firm: Albany Beck

headline: Board & Fractional Advisor, International CFO, Chief of Staff and Transformation Head, GCC Leader, Ex MD Financial Services

about:
A highly influential, energetic and resilient Senior Executive Leader and Fractional Advisor with an impressive record of achievements in CFO, FP&A, Front and Middle office and CRO who leads from the front to build, empower and inspire large, diverse multi-cultural and cross-functional teams to significantly improve global efficiency and control.

Value-driven and inclusive, I am a strategic visionary who applies agile best practices to create foundations to future proof business success, excelling in optimizing cultures, processes and architecture to drive continuous improvement, innovation and sustainable performance across multiple locations and asset classes. I have worked in numerous locations around the world, including having successfully established and transformed a Global capability centre in India, driving business and location strategy.

My Skillset includes:

♦ Executive Leadership
♦ Resource Allocation
♦ Strategy Development
♦ Transformational Change
♦ Continuous Improvement
♦ Governance & Control
♦ People Development
♦ Relationship Management
♦ Regulatory Compliance

A respected CFO, Board Member, thought leader and coach with excellent stakeholder management and leadership capabilities, proven in a highly regulated environment working with executive teams and external partners, I am an enabler of digital transformation who is comfortable challenging the status quo to deliver better business outcomes. I have a keen interest in professional and personal development, and have twice attended Executive Leadership programmes at the London Business School.

I can be contacted on:

☎ +44 7879 890399
⌨ jasonhale700303@gmail.com

position: Strategic Advisor

company: Albany Beck

description: Helping clients navigate complex change and deliver cost effective and sustainable performance, through process and cross border optimization, operational efficiency and effectiveness, people/organizational design, and cultural/digital transformation.

company: Deutsche Bank

description:
Driving the design and implementation of many strategic regulatory and internal reporting programs, with responsibility for a team of 800+ across technology, CFO and strategic change, as well as oversight of c100 reporting apps, and c5000 external regulatory reports.

These are some of my key accomplishments:

✰ Realized €mm cost savings through in-sourcing technology resources, software vendor rationalization, application decommissioning, contract re-negotiation, and rationalization of organiz

position: Managing Director – Head of CFO, India

description: Responsible for the successful build out and growth of CFO India Global Capability Centre, strategically and culturally transforming platform to best in class. Led a team of 1400+ staff across 2 locations supporting UK, EMEA, and US, with responsibility for product control, FP&A, legal entity close, regulatory reporting, group valuations, credit and liquidity risk, treasury, COO and transformation. Also, Head of DB Centre Entity/Chair of Board of Directors, Site Lead of Mumbai Infrastructure fun

position: Senior Program Director – Infrastructure Change

description:
Led teams working on Strategic technology implementation, process engineering and process mapping, business analysis, and resolution of critical data issues. Key programmes included:

⇨ Structural and Regulatory Change
⇨ Data Analytics
⇨ Reference Data adoption
⇨ Strategic platform adoption across Finance

position: Director – Finance Chief Operating Office

description:
Served as Program Director, responsible for:

⇨ Presenting audit plans and ensure timely closure of audit points across Finance.
⇨ Closure of a critical tax audit point in Manila.
⇨ Implementation of Treasury Architecture.
⇨ Re-engineering of the Control environment for Tax Transfer Pricing.

position: Director – Global Head for Global Finance and FX Middle Office and Product Control

description:
Managed the Middle Office and CFO functions, including Product Control, Financial Control and Transformation teams. Leading 300+ resources across 16 locations.

One key achievement in this tenure was:

✰ Migrated 50% of these roles to the Finance Centres in India and Manila.

position: Director – Business Manager, Global Foreign Exchange

description: Administered Strategic Technology Architecture and New Product Development, and played a key role in setting up DbFX, DBs Retail FX platform.

position: Director – Global Head of Commodities Product Control

description:
CFO, responsible for Product Control, Financial Control and Valuations. Assembled and mobilised control-focused teams in India, Singapore, and USA to oversee products including Oil, Nat Gas, Power, Freight, Coal, Emissions, Weather Derivatives, Base and Precious metals.

One notable achievement in this tenure was:

✰ Grew the team from 15 members to over 75 to drive business growth.

content:
This really resonated with me, whilst also making me laugh and, if I’m honest, feel a little sad at the same time.

No one is perfect. We all fall. We all make mistakes. We all have moments where things don’t quite go to plan.

Unfortunately, very few of us have the ability to do a handstand and a backflip to recover, land perfectly, and immediately get the audience back onside! 😂

But perhaps tha

evidence_experience: "Managing Director - CFO Transformational Head for Financial Regulatory Reporting" and "Responsible for the successful build out and growth of CFO India Global Capability Centre" - entire career centres on CFO/Finance/Regulatory Reporting, not internal knowledge/AI/IP-reuse.

resolved_account_name: Albany Beck


Deepak H

sourced_title: Partner & Country Head

firm: Ipsos Strategy3

headline: Partner & Country Head - Ipsos Strategy3 | Growth / Business Strategy | Brand Strategy | B2B & Research Based Advisory | Corporate Finance

about:
A Management Consultant with 20 years of experience in Corporate Strategy, Market Entry & GTM Strategy, Growth Consulting, Measurement (Satisfaction, Loyalty & Brand) & Corporate Finance.

In addition to my consulting experience, I have also been involved in successfully setting up, running and scaling businesses. I was successfully able to exit the startup that I founded in 2019.

Key sectors where I have spent 80% of my time:
Technology, Automotive / Mobility, Food & Beverage, Retail, Healthcare.

In addition to specialising in the Indian market, i have also been involved in projects across EU, USA, South East Asia, Middle East and select African countries.

position: Partner & Country Head

company: Ipsos Strategy3

description:
Spearheaded the establishment of the India Advisory & B2B Business, managing P&L responsibilities.
Advised clients on Growth Strategy and Market Entry, enhancing their competitive positioning.
Conducted Brand Activation and Market Planning workshops with senior leadership teams to drive strategic initiatives.
Contributed to the Ipsos India Leadership team, shaping organizational direction and growth.
Led thought leadership initiatives by authoring several white papers, contributing to medi

position: Founder & CEO (Now part of Ipsos)

description:
Founded i2iResearch, Bangalore, a fact based business research and consulting firm, enabling clients in making business decisions driven by accurate information, intelligence, and insights.

Advised clients in the area of Business Strategy (market assessment, entry, expansion, exit), Pricing Strategy, Business Transformation, Financial Feasibility, Fund Raise & Representation, Partner Identification.

Worked with Start-ups, Gen-next businesses, Medium & Large enterprises.

company: SMOOR Chocolates

description: Business Strategy, Fund Raise, Digital Transformation & Process Improvisation

position: Chief Strategy & Finance Officer

description:
Responsible for Business Strategy, managing P&L, profitability improvisation
Fund Raising: Investor Pitch, Investor Discussions, Deal Structuring
Digital & Growth Strategy
Business Expansion: new stores, new geography
Business Transformation & Change Management

company: Frozen Bottle

position: Head - Emerging Sectors

company: Feedback Business Consulting Services Pvt Ltd

description:
Set up the Emerging Business Vertical, focusing on Consumer driven businesses like Automotive, Healthcare, F&B, P&L Retail, Education & Skill development

Built a team of Consultants & network of experts

Grew the business by 5X, with one of the best profitability in the firm

position: Head - Off the Shelf (OTS)

description:
Set up the syndicated business offering focusing on Market Reports, Company Profiles & Data Related Products for Subscription

Conceptualising and implementing new product idea's around data syndication

Set up processes to run the division profitability

Set up sales channel to sell in India and across the global

Instrumental in setting up the report store

position: Head - Business Practice Unit

description: Mentored and Managed a team of consultants to successfully execute consulting engagements. Played a pivotal role in providing insights and recommendations to clients.

evidence_experience: "Spearheaded the establishment of the India Advisory & B2B Business, managing P&L responsibilities. Advised clients on Growth Strategy and Market Entry, enhancing their competitive positioning."

resolved_account_name: Ipsos Strategy3


Gonzague Guignard

sourced_title: Sr. Product Manager @Thiga

headline: Sr. Product Manager B2C @The Fork | iOS, Android & Web

about:
🌳As a full-stack Product Manager for years, I’ve had the chance to experience this role in a variety of environments starting with creating my own marketplace, then joining a startup as the first PM (Series A), working in a big corporation, and most recently, at TheFork.

💎What ties it all together? B2C products.
I’ve specialized in this space and wouldn’t have it any other way! From vision and strategy to discovery, delivery, and success tracking, I’ve learned where to make the biggest impact at the right time for both users and the business.

📲 Marketplaces are my favorite type of product, and I’ve mostly worked on optimizing booking metrics identifying and activating the right levers to increase the likelihood that a user books a restaurant or an appointment.

🤙🏻Let’s connect if that resonates with you

position: Senior Product Manager - Social feature

company: TheFork

description:
👨✈ Leading the vision and execution of the biggest investment at TheFork (2 iOS Engineers, 2 Android Engineers, 4 full stack Engineers).

🌱 Social Foundations:
Launched Public Profiles on App devices, unlocking user-to-user discovery through visible profiles, followers, and dining history.
Rolled out flexible privacy controls, giving users full autonomy over their visibility and activity.

🤝 Mutual Follows & Community Building:
Designed and shipped Mutual Follow as the foundation of TheFork’s

position: Senior Product Manager - Restaurant Discovery

company: TheFork, a Tripadvisor company

description:
👨✈ Lead the vision and execution of our mobile & web restaurant discovery experience team (1 Engineering Manager, 1 Product Designer, 7 Engineers).

🍽 Core Experience:
- Redesigned Homepage & Search tabs for clearer value propositions and smoother navigation.
- Ran AB tests to refine header placement and contextualized content, boosting engagement and search flow conversions.

✨ Ease of Discovery:
- Revamped restaurant cards on iOS, Android & web driving higher click-throughs and bookings.
-

position: Sr. Product Manager @Thiga

company: Thiga

description:
Scope: Product OPS Notion
🎯 Objectives :
Helping product leaders to create a fully automated product process from insights to follow product/features success. Synchronize your team @scale (impact/feature team).

🏆 Key results :
Over 15 personalized coaching for Product leader on mission
Over 5 animated formation dedicated to Notion best practices
Creating assets for Thiga using Notion (product tool platform, booking online, synchronize cross functional team).
---
📐 Scope: Product Builder
🎯 Objec

position: Academy Trainer

description:
🎯 Objectives :
Enhance your product knowledge & reflexes as a lead PM full stack with impact.

🏆 Key results :
Over 50 trainees
Personal trainer NPS : 98%
Create a brand new training offer about AI for your productivity

position: Expert & Coach Notion

company: Notion

description:
🎯 Objectives :
Help companies create their own customized management system for day-to-day operations.

🏆 Key results :
Over 20 case tackled on various issues (Integrated product process, Roadmap management, OKRs @scale, ...).

position: Product Coach @scale

company: Volvo Group

description:
🎯 Objectives:
Support Volvo & its digital team to switch from a project to a product led organisation. How to focus Volvo on the business & user value?
Coach & train Stable Teams around best product practices & adapt it to a project & safe environment. Many aspect such as Product Mindset, Vision, Discovery & Success has been covered.

🏆 KR:
+200 Head of product, Product Manager & Product Owners supported
+1100 Product people feedback analyzed using Chat GPT 4o to perform the right coaching to th

position: Growth PM B2C

company: Carglass® France

description:
📐 Scope : Lead Product Manager B2C New Business Model
🎯 Objectives : Double the market share for Carglass.fr on the french market

🏆 Key results :
Scale a business model from 21 to 300 centers in France
Achieve the market share goal
Create a brand new booking online B2C product in 5 steps
Define vision, goal & product process for cross functional teams
Align stakeholders on a common vision, strategy and roadmap
Clean the data & creating the tracking plan to measure success (mainly acquisition &

position: External Speaker - Product Management

company: NEOMA Business School

description:
🎯Objectives :
Evangelize the product management for professors & students.

🏆 Key Results :
Over 200 students trained

content:
🎉 Hi everyone!
After weeks of ideation, collaboration, and hard work, we’re excited to announce that a major new feature is now live on TheFork since May 4th:

🏅 Introducing Badges on iOS and Android!
This marks an important first step in bringing gamification into TheFork experience, with one simple ambition: recognize and reward our most engaged users while encouraging more interactions within t

evidence_experience: "Leading the vision and execution of the biggest investment at TheFork" and "Helping product leaders to create a fully automated product process from insights to follow product/features success" (Thiga - external client coaching, not internal function ownership)


Heet Gadhia

sourced_title: Analytics Consultant

headline: Program Manager - Data & Analytics | IIM- Lucknow

about:
- 10+ years of experience in Information Technology
- Product Manager with 2.5 years of work experience in building platforms in the Digital and Artificial Intelligence space
- Delivery Manager with experience in managing projects in the space of Analytics and Business Intelligence.
- Passionate about technology, avid reader and a cricket freak!

position: Analytics Consultant

company: Thoucentric

description:
- Delivering Large scale Analytics initiatives for a CPG Client
- Implementation of programs, technologies and best practices within the Analytics space.
- Exposure to GCP, Cloud Era, Informatica , Python, Sql Server and Power BI.

position: Product Manager

company: KNOWARTH Technologies

description:
-Building a Human Resource Management System and Learning Management system inclusive of the Go to Market Strategy
-Conceived a middle ware platform to house 3rd party APIs to reduce development cycle by 80%

company: Streebo

description:
-Conceptualized a Line of Business Chabot builder inclusive of the Go-to Market Strategy
-Built a platform which allows to generate web App and Hybrid Mobile App from a single source code to reduce the maintenance costs by 50%
-Conceived a repository of re-usable components to reduce the development time by 20%
- Managed key accounts from a resource, financial and timelines perspective

position: Application Delivery Manager

company: Barclays Technology Centre India

description:
-Delivered projects on technology migration and DWH implementations.
-Worked on projects involving tools like Hadoop, Informatica, Teradata, WMB, Oracle.
-Led a team of 9 people to build an E-Layer on Hadoop. It was a technology migration project of Teradata to Hadoop. The estimated cost savings was of 3.5Mn GBP over 5 years.
-Piloted a team of 13 people on a technology migration project for UAE country. With the sale of Retail Banking in UAE, it was important to migrate from the legacy Core ban

position: Assistant Systems Engineer

company: Tata Consultancy Services

description:
- Developed an application to determine the risk exposure for the client in corporate loan segment.
- Developed a mechanism to reconcile data &identify errors between two source systems.
- Led a team of 7 during training period to design an application for college admission counseling
- Six sigma Green belt holder in lean management and process improvement

content:
Hello All!

We are hiring for Sr. Analytics Engineer, location would be Hyderabad. The working model would be Hybrid with 3 days in the office. Below are the non-negotiables, please DM with your CV if there is a match and we would talk further!

-- 5+ years of experience in providing technical leadership from design to implementation of data solutions involving GCP services (Big Query, DataFlow, C

evidence_experience: "Delivering Large scale Analytics initiatives for a CPG Client" and "Implementation of programs, technologies and best practices within the Analytics space" - purely client project delivery


Shradha Singh

sourced_title: Project Professional

firm: Inobal

headline: Project Professional & Client Partner | I help teams and businesses turn complex projects into real results | 250+ relationships built

about: I work with companies in scaling, growing, and transforming businesses. Over the course of my career, I've had the privilege of partnering with more than 150+ companies—spanning early-stage startups, fast-growing scale-ups, and established enterprises, helping them unlock their next stage of growth and achieve remarkable results. My focus is simple: turning ambition into measurable outcomes. Whether it's building scalable systems, refining go-to-market strategy, streamlining operations, or driving digital and organizational transformation, I help businesses move from where they are to where they want to be. I believe that sustainable growth isn't about quick fixes—it's about the right strategy, strong execution, and people who are aligned around a shared vision. Across these 150+ engagements, I've helped companies sharpen their positioning, enter new markets, strengthen their teams, and build the foundations needed to scale with confidence. My approach blends strategic thinking with hands-on execution, ensuring that every plan translates into real, lasting impact on the bottom line. I'm passionate about working alongside founders, leaders, and teams who are ready to think bigger and grow faster. For me, success is defined by the success of the businesses I partner with—and there's nothing more rewarding than seeing them achieve great things. Let's build something remarkable together.

position: Project Professional

company: Inobal

description:
I work with companies in scaling, growing, and transforming businesses. Throughout my journey, I've had the opportunity to collaborate with over 150+ organizations—from ambitious startups and rapidly expanding scale-ups to well-established enterprises—guiding them toward their next breakthrough and helping them deliver outstanding results.
What drives me is straightforward: transforming bold goals into tangible success. From designing systems built to scale and reshaping go-to-market strategies

content: 🌐 Ahmed Galal Eldin built an invitation-only network spanning 120 countries and takes zero commission on the deals it facilitates. "The moment you monetize the network directly, you corrupt the incentive structure" - rare discipline at that scale.

content: 🕊 Candace Lynne Lightner turned unimaginable personal loss into the movement behind the 1984 National Minimum Drinking Age Act, credited with saving over 30,000 lives. Four decades later she's still doing the quiet, unglamorous work behind the scenes.

content: 👑 Ama G. Amoah was leading a household at thirteen, long before any title caught up to it. "A leader without successors is a general failure" is a standard worth holding every leader to.

content: 🛢 Clint Khan has counselled over a million clients worldwide, and his operating standard never changed: treat every client as family, tell them the truth. Mobility as the modern-day safe haven, explained by someone who's actually lived it.

content: 🧠 David Bovis spent four decades learning that culture isn't a mechanics problem, it's a biology problem, and built BTFA to prove it. A $60M ROI uplift delivered ahead of plan is hard to argue with.

evidence_experience: "I work with companies in scaling, growing, and transforming businesses... collaborate with over 150+ organizations—from ambitious startups and rapidly expanding scale-ups to well-established enterprises—guiding them toward their next breakthrough"

resolved_account_name: Inobal


Giovanni Tracia

sourced_title: Managing Director

firm: BCG Platinion

headline: Managing Director BCG Platinion | former Sky Italia CIO | ex Gartner Consulting

about: Specialties: Sourcing, Financial Analysis & Organization in Telecommunications Market

position: Managing Director

company: BCG Platinion

description:
Senior Technology Executive Advising Service Providers (Telco, Media and Technology) Senior Technology Executives on Digital and Large Technology Transformations.
Managing Business Support Systems applications landscape, enabling commercial offering transformation and evolution on Assisted and Digital channels.
Supporting tents of initiatives on AD Productivity Improvements, Sourcing, Cost Optimization, Digital Transformation

position: Chief information officer

company: Sky Italia

position: Senior Managing Partner

company: Gartner

position: Business Development Director EMEA for Communication, Media & Entertainement

company: Hitachi Data Systems

position: Pre Sales Global Markets EMEA

position: Director

position: Associate Director

company: Gartner Italy

description: Global Telco & Media Consulting Practice

position: Senior Consultant

company: Accenture

content:
In 4 weeks, Saturday September 26th, I'll race my first HYROX in mixed doubles in Rome with carla rapisarda.

For those who don't know it: 8km of running alternated with 8 strength stations 💪🏻.

Over the past months I've trained consistently: running, strength, simulations trying to get closer and closer to race format. This four upcoming weeks will make the difference for the race (our target i

content:
I'm pleased to have contributed to the discussion featured in Fortune Italia 's article, "AI agentica, come cambia il mercato dei tech services."

My sincere thanks to Leonardo Donato  and Davide Dionisi  for the opportunity and for fostering an important conversation on such a timely and strategic topic.

A special thank you to Massimo Maria Amorosini  for the interview, his insightful questions,

content:
Dear network, in the next few months, I’ll be training for and competing in a HYROX race in Rome — an event that will test both endurance and resilience.

I’ve decided to make the challenge count for something bigger by supporting Race for Impact, an initiative that raises funds for high-impact charitable causes (women’s empowerment).

I would be honored if my network could help support this effor

content:
The market may be underestimating tech services as AI is often framed as deflationary — fewer hours, less revenue.
But that misses the bigger picture.
Agentic AI is expanding the scope of work, not just automating it.📈 BCG estimates up to $200B in net new value pools for tech services over the next 5 years.Yes, parts of the delivery pyramid will compress.  But new demand is emerging — from agent

evidence_experience: "Senior Technology Executive Advising Service Providers (Telco, Media and Technology) Senior Technology Executives on Digital and Large Technology Transformations."

resolved_account_name: BCG Platinion


Ekansh Saxena

publicIdentifier: ekansh-saxena-iiml

sourced_title: Management Consultant

headline: Strategic Business Leader | Consultant at Thoucentric | IIM Lucknow | IIT Roorkee | FMCG & Consumer Experience

about:
Experienced program and product leader with 9+ years driving digital transformation, D2C commerce, Martech strategy, and IT integration across FMCG, retail, and B2C sectors. I specialize in scaling direct-to-consumer platforms, leading CDP implementations enabling 1P data activation, and optimizing CRM and performance marketing journeys to drive growth, retention, and ROAS.

Proven success in delivering ₹48Cr+ D2C revenue, 1Mn+ orders, 180Mn+ consumer touchpoints, and 30%+ uplift in engagement using tools like MoEngage, GA, Adobe Analytics, Facebook Business Manager, and Shopify. Led GenAI chatbot launches, marketing automation, and loyalty personalization across beauty, personal care, and ecommerce verticals. Strong background in M&A IT integration, OMS development, and legal tech transformation; managed 20+ application deployments, 1500+ users, and 1300+ man-hour savings.

With a strong foundation from IIM Lucknow and IIT Roorkee, I combine strategic thinking with hands-on program execution—bridging business goals and digital capabilities to deliver measurable impact.

Let’s connect if you're building the future of digital growth and consumer experience.

position: Management Consultant

description:
Worked on 4 different client projects mentioned below:
Project Manager: Consumer 360 – CDP Implementation
• Led FirstHive CDP pilot, integrating 10+ data sources and unlocking 3x–5x ROI on consumer data initiatives
• Designed real-time personalization framework, driving a 35% increase in conversions and 25% higher ROAS
• Optimized 1P data activation, increasing direct consumer engagement by 40%
• Reduced data onboarding time by 90%, enabling real-time insights and faster decision-making
• Manage

position: PGP Student

company: Indian Institute of Management, Lucknow

position: Summer Intern

description:
Worked on two client facing projects for one of the leading FMCG firm in India.

Project 1 : Supply Chain-Customer Development Streamlining:-
 Proposed an Automated Truck Loading system with potential savings of 90% truck turn-around time
 Suggested a solution to have lost sales visibility by tracking end sales for better demand planning
 Proposed a Sourcing Optimizer which raises alerts if Priority Depot is not selected for Order Delivery

Project 2 : Business & IT Roadmap – FMCG Product
 D

position: Consultant

company: Expicient Inc (Now Publicis Sapient)

description:
Worked for 4 US clients designing and developing order management systems for their B2C and B2B businesses.

Key highlights :-
•	Developed catalog management solution for 1 million+ active SKUs to have efficient ordering & fulfilment system
•	Enhanced the process of inventory record publish to external client system by modifying the publishing process
•	Designed & implemented store orders solution for a client to serve 5000+ customers per day
•	Optimized sourcing & scheduling of orders using di

company: Technip

description:
Successfully completed seven weeks (13th May – 1st July) internship project titled “Project Control Services rendered during execution of Projects" at the Estimation & Control of Project (ECP) Department of Technip KT India Limited (T.P.K.T.I.).

The training mainly focused on how project control services are used for the estimation, cost control,planning and risk management of the project as well as how to manage the contract through contract management services.

company: Bharat Oman Refineries Limited

description:
Successfully completed six weeks (28th May – 12th July) internship project titled “Brief Idea of Working in Refinery and Basic Working of Pumps” at the Mechanical Department in Bharat Oman Refineries Limited (B.O.R.L.).

The training mainly focused on the basic idea of how the refinery works and what are the various processes associated with the production of petrochemical products with the help of crude oil.

evidence_experience: "Worked on 4 different client projects" and "Led FirstHive CDP pilot, integrating 10+ data sources and unlocking 3x-5x ROI on consumer data initiatives" - all client-facing digital transformation work, no internal firm knowledge/AI function ownership.


Akanksha Vardhan

publicIdentifier: akanksha-vardhan

sourced_title: Vice President Marketing

firm: TresVista

headline: Growth Marketing Leader | Demand Generation & Customer Acquisition | GTM, Performance Marketing, ABM & CRO | Scaling Revenue & Growth

about: Dynamic marketing leader with over 12 years in B2B SaaS, specializing in demand generation and GTM strategies that drive revenue growth. Proven track record in building scalable marketing functions and launching integrated programs that accelerate pipeline and customer acquisition. Passionate about leveraging data-driven insights to optimize campaigns and enhance client engagement. My approach combines strategic vision with hands-on execution, ensuring alignment with business objectives and delivering measurable results. Let's connect to explore how I can contribute to your organization's growth.

position: Vice President Marketing

company: TresVista

description: Built the Demand Generation function from scratch, defining GTM strategy and scalable acquisition processes, generating 50+ qualified leads monthly.,Developed buyer-aligned content pillars and sales enablement assets, enhancing sales readiness and improving MQL-to-SQL conversion rates.,Launched structured thought leadership programs, integrating leadership insights and industry POVs into marketing and sales workflows.

position: Vice President Business Strategy

company: Digital ROI

description: Led the development of GTM strategies for 50+ brands, driving customer acquisition and revenue growth. Partnered with client leadership to align brand positioning and communication frameworks with business objectives. Designed multi-channel campaigns across Google, Meta, and LinkedIn, maximizing engagement and ROI.

position: Vice President Operations

position: AVP - Ad Operations

description:
- Overall ownership of 50+ global client accounts with annual ad management of $5Millon+

- Diversifying business revenue by launching new verticals.

- Building data tracking and Conversion Rate Optimization (CRO) team.

- Building process to improve team efficiency

- People development and management across the team – managing a team of 10+ Business Analyst, Managers, Engagement Managers

position: Head Performance Marketing

company: ViralMint

description: Led performance marketing strategies that increased customer engagement by 25%, enhancing product adoption and satisfaction. Strategized and implemented process improvements, achieving a 30% increase in marketing efficiency and aligning with company growth objectives. Managed multiple high-impact projects simultaneously, demonstrating exceptional organizational and time management skills.

position: Lead Business Analyst

company: Sokrati

description: Led strategic initiatives to optimize digital advertising budgets, enhancing ROI by 20% through data-driven insights. Championed the analysis of digital activities, uncovering new sales opportunities and increasing client engagement by 15%.Provided strategic insights that exceeded client goals by 25%, strengthening client relationships and business outcomes.

position: Business Analyst

description:
• Day-to-day operations and performance of client accounts and
interactions with both internal and external stakeholders
• Understanding current industry trends, competitive landscape and internal
product development efforts
• Build, watch and maintain the digital advertising budget and track success
metrics
• Research, organize and analyze data and recommendations for clear
communication
• Managing a portfolio of 18 clients •
Responsible for all regular (and ad hoc) analysis of digital

evidence_experience: "Built the Demand Generation function from scratch, defining GTM strategy and scalable acquisition processes, generating 50+ qualified leads monthly."

resolved_account_name: TresVista


Edgaras Buzarevičius, CFA

publicIdentifier: edgaras-buzarevicius

sourced_title: Manager

firm: d-fine

resolved_account_name: d-fine


Lauren G. Intinarelli, CPA CFA

publicIdentifier: lauren-g-intinarelli-cpa-cfa

sourced_title: Managing Director, Finance & Accounting Advisory, Treasury Practice Co-Leader

firm: CFGI

headline: Managing Director, Finance & Accounting Advisory at CFGI | Board Chair | Audit Committee Chair & QFE | AI & Tech Transformation | M&A Transactions & Integration

about: Experienced board member and global financial C-suite executive with over 20 years of experience in financial services and consulting, leading across industries and verticals with a proven track record of scaling organizations for growth. She specializes in financial risk management, business scaling, product development, and technology transformation. She has been instrumental in propelling organizations—from community banks to Fortune 100 companies—resulting in significant asset growth for clients. She is adept at navigating complex, highly regulated sectors and leads with a strategic focus and entrepreneurial spirit. Lauren excels in building strategic partnerships and client relationships, bridging the divide between finance, accounting, capital markets, and technology. She has also lead successful post-merger integrations with global clients. Lauren currently serves as a Board Member at Direct Federal Credit Union, an $800 million financial institution, and on the advisory board of Tacilent.ai, an AI ERM platform. Previously, she served on the advisory board of WSFS Bank; as a Board Member and Chair of the Audit Committee at Penn Medicine Chester County Hospital Foundation; and as a Board Member, Treasurer, and M&A Committee Member at JEVS Human Services. She also served on the board of SEEDCOPA, an SBA-certified development company that partners with commercial banks to originate and administer government-backed SBA lending programs.Lauren is Managing Director, Finance & Accounting Advisory, and Treasury Co-Practice Leader at CFGI, the nation’s premier non-audit accounting advisory firm. There, she has helped build and scale the treasury practice. She advised on the structuring and execution of a risk management strategy that reduced capital charges for a

company: CFGI

description:
Backed by The Carlyle Group and CVC Capital Partners, CFGI is the largest independent global accounting advisory firm with over 1,000 professionals across 29 offices in the U.S., EMEA, and APAC, supporting over 500 M&A and Capital Markets transactions every year.

- With no auditor independence conflicts, we can roll up our sleeves and execute alongside management teams;

-With strong industry expertise in every major sector, CFGI supports acquisitions and divestures both large and small throug

position: Faculty

company: ABA Stonier Graduate School of Banking

description: Bank Exec facilitator with experience in Capstone Advisory and the creator of the school's Interest Rate Derivatives elective class.

position: Senior Manager, Global Treasury Services

company: EY

description:
Formerly Ernst and Young, EY is a $49B firm and member of The Big Four that provides consulting, assurance, tax, and transaction services that help solve their client’s toughest challenges and build a better working world.

Oversaw strategic treasury advisory to Fortune 100 clients undergoing large-scale treasury transformations and technology implementations, oversee large engagements, and expand the practice. Developed strategic technology service offerings to drive growth for the Global Treas

position: Director, Product Owner- Balance Sheet Risk Management- Financial Institutions Group

company: Chatham Financial

description:
A small-to-mid-sized firm specializing in the debt and derivatives markets with solutions that combine expert advisory with proprietary technology; handles the highest volumes and largest breadth of engagements in the field.

Recruited to lead process transformation for internal clients across the organization and provide faster time to market and decision-making for external clients. Held this position while simultaneously serving as Director, Head of Commodities during the COVID-19 pandem

position: Director, Head of Commodities- Financial Institutions Group

description:
Led an innovative commodity business line that resulted from creating a business plan and securing management buy-in for start-up investment in a new market. The product resulted in an 8-figure fee income for the client.

•	Led the P&L for a product line including business development efforts and created a managed services business in oil and gas markets which led to a $1.1B increase in client assets and multimillion-dollars in revenue.
•	Led client relationships and third-party business partn

position: Director & Client Relationship Manager

description:
Managed a book of financial institution clients ranging in asset size from $250MM - $100B+ AUM; partnered with sales group and implemented derivates across 170+ financial institutions; worked with multiple stakeholders, advised boards, executives, and cross-functional departments including accounting, credit, operations, legal, finance/treasury, regulatory, risk; and advised management on compliance of derivatives programs against the noise of tumultuous financial markets post Dodd-Frank.

•	Pr

position: Director, Derivatives Trader

description:
•	Structured, priced, and traded interest rate derivatives for 170+ regional bank clients.
•	Managed and prepared trading documentation for derivatives trades.

position: Treasury Analyst

company: Northwest Farm Credit Services

description:
$10B Financial Institution providing services supporting farming operations in across the Northwest.

Responsible for co-authority for liquidity, ALM, funds transfer pricing, and made recommendations to the Treasurer and C-suite executives, prepared materials, and presented on highly complex topics, and provided economic reporting for the Board of Directors.
•	Maintained $50M delegated floating debt issuance authority for funding strategy and execution; responsible for risk analysis through mo

content: Sharing this opportunity with the folks in my network! Please reach out to Leadership Elevated if interested.

evidence_experience: "Oversaw strategic treasury advisory to Fortune 100 clients undergoing large-scale treasury transformations and technology implementations, oversee large engagements, and expand the practice." and "Managed a book of financial institution clients... advised boards, executives, and cross-functional departments" - all client delivery, not internal firm knowledge ownership.

resolved_account_name: CFGI