Eric Alterman

publicIdentifier: eric-alterman

sourced_title: Python Developer/Senior Data Analyst

firm: The Cadmus Group

headline: Senior Data Analyst and Python Developer at The Cadmus Group

about:
Data & Geospatial Solutions Consultant | Python & SQL Developer | Stakeholder-Centric Innovator | Musician

I am a data professional specializing in geospatial analysis, relational databases, automation, and business solutions development. With a data-centric approach, I architect well-engineered solutions that align with business needs and strategic objectives. My expertise lies in designing custom tools, data-driven dashboards, and repeatable workflows to elevate data management, governance, and decision-making.

Beyond technical execution, I specialize in stakeholder relationships and cross-functional collaboration, ensuring that data solutions bridge the gap between technical teams and business leaders. My ability to negotiate contracts, communicate complex data concepts to non-technical audiences, and align projects with organizational goals allows me to drive high-impact, scalable solutions.

I thrive in team-oriented, big-picture environments, where collaboration, adaptability, and innovation fuel progress. Whether developing custom Python and SQL solutions, optimizing GIS workflows, or consulting on next-gen tooling for electrification forecasting, my focus remains on delivering actionable insights and long-term value.

position: Python Developer/Senior Data Analyst

company: The Cadmus Group

description:
As a Senior Data Analyst & Python Developer, I lead a variety of data-driven projects, specializing in Python development, GIS analysis, and SQL-based data processing. My role extends beyond technical execution to strategic problem-solving, stakeholder collaboration, and driving impactful data solutions for business and operational success.
- Serve as a trusted advisor to stakeholders, translating business challenges into scalable data solutions.
- Provide end-to-end consulting, from assessing b

position: Wilderness First Responder

company: NOLS - National Outdoor Leadership School

description:
CPR, Wilderness First Aid, and basic Wilderness Medicine Certified through NOLS
- Recertified February 7, 2016

position: API Developer/Data Scientist

company: TSPi

description:
•	Build web application for scientists to test models with their data
•	Build Flask Apps with python, Postman, and Docker
•	Create Machine Learning Models with SciKitLearn
•	Develop and deploy Shiny Apps in R through Posit Workbench and Posit Connect
•	Work with stakeholders and front-end developers to refine UI
•	Git, Bash, Bitbucket, Jira, and Confluence repo and documentation storage
•	Work with Docker, AWS, SQL, and PostgreSQL
•	SAFe Agile team structure
•	Gained USDA Government clearance

position: Geospatial Data Engineer II/Data Solutions Developer

company: Terracon

description:
•	Recruited for promotion to R&D team within Innovation Division
•	Python and SQL data manipulation and automation development
•	Build custom python tools
•	Data manager for nation-wide project: set up field teams, automated data integration, and built final dashboards
        o	Project selected for presentation at Fall NEARC Conference, November 2022
•	Created data-driven dashboards to use as a project management tool and interactive deliverable
•	Led data management team to standardize, centr

position: Corporate GIS Analyst 1

position: GIS Analyst I/Geologist

position: CAD Drafter and Project Manager

company: Flatirons, Inc., Surveying, Engineering & Geomatics

description:
•	Promoted four times in two years (field tech, drafter, modeler, and project manager)
•	Created and taught standard processes to decrease drafting time by 10% per project
•	Organized and prepared field crews to meet project-specific needs
•	Trained new employees on Flatirons procedures and CAD techniques
•	Built 2-D and 3-D Models for engineering and architecture design
•	Conducted field surveys using R10 GPS and SX10 Total Station
•	Managed project budget and workflow

position: Munitions Response Geophysics

company: CH2M HILL

description:
-	Perform Field Surveys and assist with office work; Proficient in Microsoft Office
-	Prepare written technical reports for all aspects of a work project, from start to finish
-	Digitize field data for processing and reporting use
-	Perform Quality Control checks on processed data
-	Gained high-level government clearance to USACE Facilities

content: I have had the pleasure of developing this product for the last 2 years and got to lead the branding effort!

evidence_experience: "Provide end-to-end consulting, from assessing business needs to designing and implementing custom analytics tools" and "Serve as a trusted advisor to stakeholders" - client-facing delivery work, no internal function ownership described.


Wassim Maktabi

sourced_title: Research Manager

firm: Strategic Gears

headline: Research Manager @ Strategic Gears

about: Seasoned researcher and economist with experience in public policy and communications, holding a record of building influential research and internal knowledge functions within think-tank and consulting environments. Author of 30+ publications, including journal articles, policy studies, market reports, and op-eds, covering economic development, public finance, governance, and labor economics. I work with research and communications teams to deliver accessible and evidence-based products that governments, businesses, and citizens can consume to make informed decisions.

position: Research Manager

company: Strategic Gears

end: Present

description:
Developing the company's thought leadership function
Managing the production of research output across formats and topics
Leading the company's research service line

position: Researcher

company: The Policy Initiative

description:
Contributed to the establishment and growth of the think-tank. I led research projects on Lebanon's political agenda and platform economy, served as primary researcher for projects on public administration, public finance, and social protection, and coordinated between research and communications to conceptualize and produce multimedia content.

Project lead on:
1) New work and artificial intelligence in MENA
2) Platform economy and fair work in Lebanon
3) Assessment of Lebanon's political agend

company: The Lebanese Center for Policy Studies (LCPS)

description:
Contributed to the development of:
1) A coding methodology for Lebanese legislation
2) A mapping of legislative output and a public legislation tracker
3) A political economy study of Lebanon's public procurement
4) An assessment of infrastructure quality in the South Litani region
5) A review of governments with legislative authority

position: Intern

description: In charge of quantitative and qualitative data entry and analysis

company: Banque du Liban

content:
A good week in Cairo recording podcast episodes on recent and upcoming Strategic Gears research 🎙

But this post is more about a nice coincidence along the way: shortly after a discussion on our export competitiveness study, I walked into a local supermarket and found bottled Tannourine water, a core Lebanese product, competing in the same shelf with prime brands.. I’m impressed.

#Bravo #Produc

disposition: DISQUALIFIED

internal_vs_external: external

role_nature: other

band: clear

band_reasons: disqualified

evidence_experience: "Developing the company's thought leadership function / Managing the production of research output across formats and topics / Leading the company's research service line"

resolved_account_name: Strategic Gears

in_612: yes

in_575: yes

suppressed: no


Asiri Silva

publicIdentifier: asiri-silva

sourced_title: Head of Data Science

firm: Stax

headline: Data Science and Analytics Leader Driving Growth, Decisions & Advantage | Grant Thornton | Stax Transactions

about: Asiri leads an experienced team of data scientists in creating solutions to business problems that require data-driven insights and recommendations. With over a decade of experience solving business problems using data science at Stax, Asiri enables business leaders to step into a future of data-driven decision-making.

position: Head of Data Science

company: Stax

description: Grant Thornton Stax is a global management consulting firm serving corporate and private equity clients across a broad range of industries. The firm partners with clients to provide data-driven, actionable insights designed to drive growth, enhance profits, increase value, and make better investment decisions.

position: Director, Data Science

position: Manager, Data Science

position: Software Engineer - Intern

company: IFS

evidence_experience: "Asiri leads an experienced team of data scientists in creating solutions to business problems that require data-driven insights and recommendations... enables business leaders to step into a future of data-driven decision-making" - this is client-facing consulting delivery (Grant Thornton Stax "partners with clients to provide data-driven, actionable insights").

resolved_account_name: Stax


Dan Petouvis, Esq., PMP

sourced_title: Risk Manager

firm: Bates White Economic Consulting

headline: Attorney | Project Manager | Risk Management

about: Accomplished and integrity-driven Legal and Project Management Professional with over 20 years of experience and success in the Legal and Business professions. Recognized as a leader with strengths in risk management and litigation support. Verifiable track record of managing complex projects and mitigating risk through the entire data life cycle. Strong interpersonal skills, highly adept at facilitating discussions and negotiations with key stakeholders to define and develop project plans on key issues. Utilizes effective communication strategies in order to provide exceptional client service. Academic achievements include Bar and Court Admissions for New Jersey and the District of Columbia and certification as a Project Management Professional (PMP).

position: Risk Manager

company: Bates White Economic Consulting

description:
•Responsible for assisting in the identification and assessment of company risks and implementation of the company's risk management program.

•Collects and analyzes information internally and externally to aid in the identification of company's risks, including conducting interviews and research.

•Works with the Risk Committee on evaluating and prioritizing company risk mitigation and prepares findings to the Risk Committee.

•Manages and tracks action plans and documents risk management proc

position: Senior Manager, Enterprise Data Risk Management

company: Capital One

description:
•Responsible for managing EDRM’s policies, standards, and procedures to ensure the EDRM framework and risk assessments are implemented within Capital One.

•Subject Matter Expert for requirements within EDRM, supporting other functions such as Validations, Data Controls, and Reporting.

•Lead critical cross-functional projects and activities in the areas of risk assessment and mitigation across the Enterprise.

•Manage risk by supporting ongoing assessments and data risk management by engaging s

position: Advisory Manager

company: Deloitte

description:
•Responsible for planning and managing all support for projects through the entire litigation life-cycle, including budget development and tracking, coordinating collection efforts for hard copy and electronic documentation, technical processing support, and obtaining necessary resources to meet deadlines and goals.

•Managed and coordinated all assigned case resources required to support and execute the project to ensure that the products and services were delivered to the client's satisfaction

position: Contract Attorney

company: L Discovery

description:
•Reviewed and provided quality control for electronic documents pertaining to complex banking regulatory litigation.
•Performed litigation support and due diligence investigation relating to financial insolvency on behalf of the FDIC.

position: Project Manager

company: Clutch Group

description:
•Served in a management capacity on litigation support work for Hogan Lovells law firm.
•Managed 80+ attorneys for large scale, antitrust investigation by the Department of Justice.
•Acted as database manager for Applied Discovery review platform and created complex search queries for pertinent documents.

position: Law Clerk

company: USIS

description:
•Proofread and edited legal briefs for senior Department of Justice attorneys.
•Researched case law and assisted with trial preparation for multiple cases.

description:
•Provided litigation support services for Arnold & Porter law firm for five years and was promoted to greater supervisory responsibility during the last four years as one of the leads on the quality control team.
•Performed electronic document reviews in response to Federal antitrust investigations by the Department of Justice and Federal Trade Commission, identifying relevant and confidential privileged communications to support the client defense.
•Conducted work product and attorney client p

position: Associate Attorney

company: Bubb, Grogan & Cocca, LLP

description:
•Researched and wrote memoranda of law for motions in the areas of medical malpractice, insurance, tort liability, and criminal defense.
•Attended and conducted depositions of expert witnesses.
•Argued motions and attended case management and settlement conferences.

content:
Bates White recognizes how important internships are in helping build young students’ careers.

As a Summer Consultant, you’ll dig into data, utilize programming, and conduct research to develop influential, high-quality analysis and reports for clients while making unforgettable memories and connections.

Learn more and apply here: https://cvsoci.al/TBZYz1E1

#Consulting #Recruiting #Undergrad #H

content:
The office has a lot of new faces right now, courtesy of our 2026 Summer Consultants!

Bates White’s 10-week Summer Consultant Program is consistently ranked as one of Vault’s top consulting internships. Interns gain hands-on experience, learn valuable skills, and connect with peers and mentors while contributing to client cases.

Looking forward to meeting these impressive individuals and welcomi

content:
Economic analysis is only as strong as the data, methods, and judgment behind it.

At Bates White, we combine rigorous economics with advanced analytics, data science, and AI-enabled tools to help clients uncover insights, evaluate complex questions, and make decisions with confidence. Our approach is built for high-stakes matters that value transparency and defensible solutions.

Explore how we b

content:
Bates White is pleased to share that for the 11th year running, we have been named one of the Top Workplaces in the Washington, DC, area. For 2026, the firm ranked #29 on the list of mid-sized companies.

This year’s honor was announced by WTOP News, the current local media partner for the regional Top Workplaces program, which in prior years was published by The Washington Post.

Selection is ba

content:
Most candidates researching economic consulting have read the job descriptions and maybe a few prep guides. Very few have watched a real case play out with an actual consultant on the other side of the table.

On July 28, we invite you to join Bates White and Management Consulted (MC) for a live case interview, featuring Senior Consultant Annie Olecki and a real candidate from the MC community.

disposition: WEAK

primary_strip: C

internal_vs_external: internal

band: review

band_reasons: weak_title2_only; company_concern

evidence_experience: "Responsible for assisting in the identification and assessment of company risks and implementation of the company's risk management program... Works with the Risk Committee on evaluating and prioritizing company risk mitigation." This is internal enterprise risk ownership, but not knowledge/IP-reuse/AI-adoption specific, so capped at 3.

resolved_account_name: Bates White Economic Consulting


Parik Deshmukh

publicIdentifier: parikdeshmukh

sourced_title: Vice President | Research & Development | Program Management

firm: ERG

headline: Vice President | Environmental

company: ERG

position: Principal Air Quality Development Lead

company: AECOM

position: Department Head- Advanced Source & Impacts Measurements

company: Jacobs

position: Air Quality Engineer/Project Manager

description:
Contractor to the US Environmental Protection Agency's (US-EPA) National Risk Management Research Laboratory.

Project Manager and Lead Engineer for:
•	Mobile Air Quality monitoring program
•	Fenceline, Fugitive, and Area Source Emissions Measurements program
•	Oil & Natural Gas well pad emissions and measurement methods
•	Local air quality characterization using low-cost sensor platforms

• Responsible for developing and implementing innovative air quality measurement systems and          techn

position: Research Engineer

description: Contractor to the US Environmental Protection Agency's National Risk Management Research Laboratory.

position: Mechanical Engineer II

company: ARCADIS

position: Mechanical Engineer I

company: North Carolina State University

description:
* Research carried out on diesel engines.
* Successfully set up test rigs for running fuel and oil additive tests on a 4 stroke diesel engine.
* Designed a number of fixtures for testing purposes.
* Fuel consumption successfully reduced by ~ 9%.

evidence_experience: "Over 17 years of leadership, project management, environmental consultancy and engineering experience." / "Contractor to the US Environmental Protection Agency's National Risk Management Research Laboratory" - client delivery of environmental engineering services, no internal knowledge/AI function ownership.

in_612: no

in_575: no

match_method: unresolved


Joanna Rosoman

sourced_title: Finance Transformation Consultant

firm: Org

headline: Finance Transformation & ERP Programme Lead

about:
I am a finance transformation and ERP programme lead specialising in complex operating model and systems transformations, sitting at the intersection of finance, business processes, data, and enterprise technology.

I bridge the gap between strategic finance objectives and technical delivery — translating complex business requirements into functional designs, scalable operating models, system solutions, and successful implementation outcomes.

I have led large-scale Workday Financials and ERP transformations across multi-entity environments, spanning finance architecture, process design, systems configuration, integration, data migration, testing, cutover, and stabilisation.

Recent experience includes leading the Order-to-Cash workstream for University College Dublin’s Workday Financials transformation (€905m revenue, 8 legal entities, 115 income streams), delivering finance architecture, operating model design, integration alignment, UAT, and implementation readiness.

Previously, I led finance transformation initiatives at SHL across ERP, CRM, financial close, and Order-to-Cash optimisation, and delivered Workday Financials transformation at Global Radio Media Services Ltd spanning 15 legal entities and £825m annual revenue.

Core competencies:
Finance Transformation | ERP Transformation | Workday Financials | Finance Operating Models | Solution Architecture | Functional Design | Integration Architecture | Data Migration | Order-to-Cash Transformation | Business Process Architecture | UAT & Test Leadership | Cutover & Go-Live Delivery | Stakeholder Engagement | Cross-Functional Delivery Leadership

position: FINANCE TRANSFORMATION CONSULTANT | WORKDAY ORDER-TO-CASH WORKSTREAM LEAD

company: Org

description:
Led the Order-to-Cash workstream within University College Dublin Workday Financials transformation programme spanning €905m annual revenue, 8 legal entities, and 115 income streams. Progressed from finance transformation and systems advisory into Workstream Lead responsibility, applying expertise across finance architecture, operating model design, ERP implementation, and business-technology transformation within a complex public-sector environment.

Bridged finance operations, business stakeho

position: FINANCE TRANSFORMATION LEAD

company: IRCA Group

description: Supported the post-acquisition finance transformation following IRCA Group's acquisition of Kerry's Sweet Business, contributing to the SAP carve-out and migration to Infor M3. Led finance User Acceptance Testing (UAT), cutover planning, and training activities to support successful business transition and implementation.

position: FINANCE TRANSFORMATION DELIVERY MANAGER

company: SHL

description:
Led finance transformation initiatives within SHL, a PE-backed global provider of psychometric assessment solutions, operating as Finance Transformation Project Manager and Senior Business Analyst across ERP, CRM, financial close, and enterprise system improvements.

Managed delivery of 23 concurrent transformation initiatives and 7 priority workstreams, supporting strategic planning, target operating model development, and alignment across Finance, Technology, Sales, Legal, and Operations stake

position: ORDER-TO-CASH FINANCE TRANSFORMATION LEAD

company: Global

description:
Led the Order-to-Cash transformation within an enterprise-wide Workday Financials implementation spanning 15 legal entities, 4 international regions, and £825m annual revenue. Delivered finance systems consolidation, operating model transformation, integration design, and complex data migration across multi-platform environments, bridging finance operations, business processes, and enterprise technology delivery.

Led end-to-end Order-to-Cash transformation across process design, solution specif

position: TRANSFORMATION PROJECT MANAGER

company: Fuller, Smith & Turner

description: Led finance transformation activities following the £250m acquisition of Fuller’s brewery by Asahi International, managing TSA accounting activities, balance sheet readiness, and intercompany rationalisation across legacy finance environments.

position: TRANSFORMATION BUSINESS PARTNER

company: LABS

description: Supported finance transformation across a £180m multi-entity property portfolio spanning 139 entities, standardising revenue reporting and finance processes across fragmented ERP and accounting platforms including Qube, Nexudus, Xero, Sage, and SAP Business One. Delivered revenue and Accounts Receivable process improvements, including reconciliation and reporting enhancements across multiple business units.

position: SAP SYSTEMS PROJECT MANAGER

company: Jack Wills

description:
Delivered SAP finance transformation across 106 UK stores, 8 Asia stores, and 9 web channels supporting £273m annual revenue operations. Led finance systems automation, SAP FICO configuration, reconciliation redesign, and reporting improvements to strengthen financial control across high-volume retail and digital channels.

Designed and implemented automated sales, refund journal, and reconciliation processes supporting 20k+ daily digital transactions, integrating payment providers, third-party

position: FINANCE SYSTEMS PROJECT MANAGER

company: NBCUniversal Media, LLC

description: Managed final-stage delivery and go-live of a SAP interface finance transformation programme, coordinating global finance stakeholders, IT delivery teams, business analysts, issue resolution, data reconciliation, and transition into operational support.

evidence_experience: "Led the Order-to-Cash workstream within University College Dublin Workday Financials transformation programme" - and every prior role is the same pattern of finance/ERP transformation delivered at named client organisations.

resolved_account_name: Org


Indu Varatharaj

publicIdentifier: induvara

sourced_title: Enterprise Data Architecture - Distinguished SME & Program Management

firm: Centric Consulting

headline: Enterprise Technology Modernization, Data & AI Executive | Modern Data Platforms, Governance & Financial Alignment | Microsoft Fabric | Analytics Transformation Leader

about:
I am an Enterprise Technology Modernization, Data & AI executive with over 20 years of experience leading large-scale transformation across staffing, financial systems, manufacturing, and regulated industries.

My work focuses on modernizing enterprise ecosystems—replacing fragmented legacy environments with governed, scalable data and analytics platforms that align operational performance, financial reporting, and strategic decision-making.

I operate at the intersection of:
• Technology modernization
• Data platform architecture
• Governance operating models
• AI enablement
• Financial alignment

Throughout my career, I have:
• Transformed legacy systems into unified cloud-based data platforms
• Designed Bronze–Silver–Gold architectures and domain-driven models
• Aligned operational analytics directly to corporate P&L
• Enabled driver-based forecasting and executive KPI transparency
• Established audit-grade governance frameworks improving trust and compliance

In parallel, I have led AI and advanced analytics initiatives that integrate predictive modeling, automation, and intelligent workflows into governed data ecosystems. My approach ensures AI adoption is secure, explainable, and operationalized—not experimental.

I bring executive experience in:
•	Enterprise data & platform modernization
•	Microsoft Fabric, Databricks & modern cloud analytics ecosystems
•	Power BI semantic modeling & executive reporting
•	Staffing & services economics
•	Financial systems modernization & compliance-sensitive environments
•	AI strategy & responsible innovation
•	Cross-functional leadership & portfolio governance

I lead with a builder’s mindset—comfortable shaping long-term transformation strategy while remaining close enough to the architecture to ensure technical integrity and bu

company: Centric Consulting

description:
Client: MLC (Mississippi Lime Company), St. Louis, MO
Leading an enterprise-wide data modernization initiative spanning Operations and Finance domains. Driving the transformation of legacy reporting environments into a governed, scalable Microsoft Fabric platform built on Bronze–Silver–Gold architecture principles. Overseeing the establishment of hybrid Lakehouse/Warehouse patterns, metadata-driven ingestion, automated data quality controls, and audit logging standards to strengthen data reliabi

position: Founder

position: Executive Advisory Board

company: PRI Global

description:
In-house and client Data & AI products and projects

Platforms: Databricks, SQLDBM, Microsoft Fabric, Microsoft Purview, Atlan, Alation

position: Executive Vice President, Technology, Delivery & Client Partnerships

description: Project Client: Express Scripts / Cigna

description: Client: Centene corp

position: Program Director at PRI

description: Driving strategic direction for Portfolio/Project/Program Management, Building high-performance scrum teams, employee engagement and retention, succession planning, cultural change, employee value proposition, executive engagement and development, communication, workforce analytics and resource deployment, diversity & inclusiveness, and team, talent organizational performance management.

position: Head of Technology Transformation & Financial Systems Modernization

company: Federal Reserve Bank of St. Louis

description: Led enterprise technology and data modernization of mission-critical federal financial systems within a highly regulated GovCloud environment. Directed secure cloud transformation of large-scale accounting and transaction platforms supporting government-wide financial reporting and inter-agency operations. Partnered with executive and compliance stakeholders to align modernization efforts with federal oversight mandates, while establishing structured governance, risk controls, and audit-ready re

content: Just finished the course “Change Management Foundations” by Scott Mautz! Check it out: https://lnkd.in/ghx9cKEu #changemanagement.

content: Just finished the course “Analysing Organisational Change Impact” by Claudine Peet and CRFT Productions! Check it out: https://lnkd.in/eP-swrsr #organizationalchangemanagement #changeimpactanalysis.

primary_strip: B

internal_vs_external: mixed

band_reasons: embedded_at_client; owns_but_embedded

evidence_experience: "Chief Technology Officer -Data, Governance & AI Strategy & Enablement - PRI Global... In-house and client Data & AI products and projects" shows some internal function ownership at his own employer, but current and most other roles are explicit client engagements: "Client: MLC (Mississippi Lime Company)" and "Project Client: Express Scripts / Cigna".

resolved_account_name: Centric Consulting


Michael Griffith

sourced_title: Chief Executive Officer

firm: Peritia

headline: Chief Executive Officer at Peritia

about: Proven leader of global pharmaceutical service businesses. A team builder who creates high-performance winning cultures, creates unique brand identities, grows revenues, and exceeds regulatory standards.

position: Chief Executive Officer

company: Peritia

description: Peritia is a global biopharmaceutical and med tech consulting company with expertise in clinical development and value and evidence generation.  In the last five years we have completed more than 1,100 engagements for 335 clients.  Our name, Peritia, means “the state or quality of being experienced.”

position: Senior Advisor

company: Griffith Capital Advisors

description: GCA is a retained advisor to private equity firms that are evaluating new and existing investments in bio-pharmaceutical services. Our work is focused on contract commercialization including pricing and market access, medical affairs, and contract manufacturing.

position: Chairman

company: Amplity Health

description:
Amplity Health is a global biopharmaceutical contract medical and commercial organization with 1,000 highly credentialed colleagues operating in 40 countries.
•	Raised capital to acquire and carve-out four medical and commercial business units from Publicis
•	Aligned capabilities, established a common culture, developed a new brand identity and go-to-market strategy
•	Stood-up new financial and operating systems resulting in 99% right-first-time achievement
•	Repositioned the client portfolio fr

position: Operating Partner

company: Altamont Capital Partners

description:
Pursued platform investments in pharmaceutical services culminating in the formation of Amplity Health.

Founded in 2010, Altamont Capital Partners ("Altamont") is a private equity firm focused on transforming and scaling lower-middle market companies through significant business-building and value-creation resources. Altamont makes long-term, control investments in sectors where we have deep experience and specialized knowledge, and partners with management teams to execute proven and repeatab

position: President, Commercial Division; EVP inVentiv Health

company: inVentiv Health

description:
inVentiv Commercial Division (now Syneos) is the largest global contract commercial organization.

Led an intensive leadership and brand rationalization process that reversed two years of declining results and grew revenues from $784mm to $1.1bn and operating income from $108mm to $172mm.

Led 7,000 employees in over 25 locations globally serving more than 500 client organizations. Managed a continuum of services spanning pricing and payer strategy, strategic and brand consulting, key opinion l

position: Director

company: Repligen Corporation

description: Participated in the transition from a product-based operation to a service-based operation, and in the search and selection of a new leader to succeed the retiring CEO. Member of the Compensation Committee and the Nominating and Governance Committee.

company: Laureate Biopharma

description:
Laureate was a cell culture contract development and manufacturing organization.
•	Worked with the scientific founders to transform the business from an early-stage development partner to a late-stage commercial partner
•	Significantly improved and expanded testing labs, fill/finish capabilities and overall plant
•	Recruited new commercial managers, implemented inspection-ready quality management systems and passed multiple global regulatory agency inspections
•	Grew revenues from $21 to $41m, E

disposition: QUALIFIED

primary_strip: A

evidence_experience: Career-long track record is leading pharmaceutical services/CDMO/CRO businesses that sell services to biopharma clients (e.g. "Peritia is a global biopharmaceutical and med tech consulting company", "grew revenues from $784mm to $1.1bn... serving more than 500 client organizations"); no mention of owning an internal knowledge/IP-reuse/AI-governance function.

resolved_account_name: Peritia


Marvin Suzanne

sourced_title: Directeur Data & AI

firm: Nexialog Consulting

headline: Data & AI Director @Nexialog Consulting

about:
I have a strong aptitude for cross-departmental collaboration, ensuring smooth onboarding, successful adoption, and continuous support. My objective is to enable customers to fully capitalize on the worth of our offerings, all the while establishing lasting partnerships.

My extensive experience with data-driven insights has provided me with a keen understanding of the pivotal role customer engagement plays in propelling product adoption and success.

position: Directeur Data & AI

company: Nexialog Consulting

position: Manager Data & AI

position: Senior Data Consultant

position: Consultant Data Scientist - Market Finance

position: Data Scientist

company: Polynom

position: Responsable Restauration et Conférence

company: Forum CentraleSupélec

description:
Choix des traiteurs
Réalisation de devis
Dégustations
Organisation de la conférence de clôture (Jean Bernard Lévy)

content:
Je suis à la recherche d'un consultant Senior AI Engineer pour renforcer la Business Unit Data & IA de Nexialog Consulting.

Le poste est résolument orienté delivery technique : nos clients sont de grands acteurs de la banque et de l'assurance, qui attendent des expertises de pointe, mises en œuvre directement au sein de leurs équipes pour délivrer de la valeur.

Les sujets sur lesquels vous inter

evidence_experience: "My objective is to enable customers to fully capitalize on the worth of our offerings, all the while establishing lasting partnerships." - describes external customer value delivery, not internal firm knowledge ownership.

resolved_account_name: Nexialog Consulting


Philip Nørskov Alexandersen

publicIdentifier: philipnørskovalexandersen

sourced_title: Senior Data Insights Consultant & Product Development Manager

firm: Wilke

headline: Wilke | Strategy Consultant | Business growth | Innovation | Brand strategy | Pricing | Consumer insights

about:
Years of experience working with consumers and business challenges
A passion for creating results through extensive analysis of consumer behavior
Is driven by the desire to identify and create consumer insight strategies
Strong ability to analyze various data using a many different approaches and communicating these findings in an easy to read and actionable top-down structure
• Solid experience in defining, implementing and manage market research project
• Extensive experience in a broad line of quantitative methodologies
• Experience working with people across all levels of an organization both within the public and the private sector

company: Wilke

description:
My role involves a blend of strategic and analytical responsibilities. I leverage data to uncover actionable insights that drive business decisions, guiding clients in understanding market trends, consumer behavior, and competitive landscapes.
Additionally, I will help Wilke with the development of new products or services, ensuring they align with market needs and are grounded in data-driven research.

position: Senior Insights Manager

company: NoA Connect

description:
Taking complex business problems, defining the market research solution and reporting a simple and actionable strategy.
Development of methods, products and business solutions, within growth opportunities.
Additional focus on pricing, branding and positioning, growth perspectives and innovation

Providing strategy consultancy with continuous focus on the core business. Focus on outperforming competitors by being not 10% better, but 10x better

Developing the product portfolio and services so t

company: NoA Consulting

position: Senior Analyst

description:
Providing strategy consultancy with continuous focus on the core business. Focus on outperforming competitors by being not 10% better, but 10x better

Developing the product portfolio and services so that our clients customer needs are meet and ensured in 5-10-15 years from now

Creating consumer insights, that can provide rapid growth through a strong understanding of how to create growth in existing products. By exploring the Growth Equation, we deep dive into realization of growth potential w

position: Senior Research Manager, Head of Wilke Market Science

description:
Data storyteller
Taking complex business problems, defining the market research solution and reporting a simple and actionable strategy.
Development of methods, products and business solutions.
Best practise standards with in the areas of market science;
*Concept and product testing - findings the new product with highest potential
*Conjoint analysis - product, portfolio, line and price optimization
*Maxdiff - finding out what matters
*TURF analysis - optimize reach
*Perceptual mapping - how a

position: Senior Research Consultant

description:
Finding the stories behind the numbers.

Works as part of Wilke's Optimization team.
Project management, research design, reporting, recommendation and presentation.

position: Research consultant

description: Convert numbers to knowledge and knowledge to strategies

position: Senior Research Executive

company: TNS Gallup

description:
Senior Research Executive handling project management, data analysis reporting as well as client facing.
Managing both ad-hoc danish projects but also multinational projects.

content:
Vi søger en ny Data Insights Consultant til vores team i København eller Aarhus.

Du kommer til at arbejde med kvantitativ analyse fra problemstilling og undersøgelsesdesign til analyse, fortolkning og kundedialog. Opgaverne spænder bl.a. over segmentering, brand, kundestrategier, koncept-, produkt- og pristests samt skræddersyede analyser.

Hvis dette er dig, eller du ønsker at høre mere om s

content:
Skal dit brand tage ejerskab på danskernes sundhed?

Så er det ikke nok at tale om “sundhed” i brede vendinger.
For sundhed betyder noget vidt forskelligt, alt efter hvor man er i livet: mental ro, hjælp i hverdagen, dokumenteret kvalitet, mobilitet eller færre smerter.

Alligevel kan 87% af danskerne ikke nævne ét eneste brand, når de tænker på sundhed.

Det er ikke bare et awareness-problem, men

content:
Ifølge LinkedIn er jeg bedre til Consumer Behaviour, end Snoop Dogg er til Hip Hop!

Så hvis du vil forstå danskernes sundhed, adfærd og valg, ved du, hvem du skal ringe til. Det i øvrigt ikke kun mig, men alle mine kollegaer i Wilke

Vil du vide noget om medielandskabet i Danmark er Daniel Ebert Pedersen den ukronede konge og Emma Munk Hansen kan lære dig ting om HubSpot jeg ikke engang kan start

content:
Kender du det øjeblik, hvor man opdager noget, der sætter al brand-snak i perspektiv?
𝐀𝐟 𝐚𝐥𝐥𝐞 𝐝𝐲𝐫𝐞𝐚𝐫𝐭𝐞𝐫, 𝐝𝐞𝐫 𝐧𝐨𝐠𝐞𝐧𝐬𝐢𝐧𝐝𝐞 𝐡𝐚𝐫 𝐞𝐤𝐬𝐢𝐬𝐭𝐞𝐫𝐞𝐭 𝐩å 𝐉𝐨𝐫𝐝𝐞𝐧, 𝐞𝐫 𝐨𝐦𝐤𝐫𝐢𝐧𝐠 99 % 𝐮𝐝𝐝ø𝐝𝐞. Ikke fordi de var dårlige. Ikke fordi de manglede styrke eller dominans. Men fordi verden ændrede sig hurtigere, end de kunne tilpasse sig. Overlevelse er ikke normalen, den er mere undtagelsen.

Det samme gælder brands. De fleste

content:
Vi taler mere om sundhed end nogensinde før, alligevel er der ingen brands, der tydeligt tager ejerskab på området.

Skyldes det, at forbrugerne er forvirrede over, hvad der egentlig er sundt, eller ligger der en oplagt positioneringsmulighed, som ingen endnu har grebet?

Wilke har undersøgt danskernes syn på sundhed i en ny rapport.

evidence_experience: "I leverage data to uncover actionable insights that drive business decisions, guiding clients in understanding market trends, consumer behavior, and competitive landscapes." - explicitly client-facing delivery work throughout entire career history at Wilke, NoA Connect/Consulting, TNS Gallup, and Research International.

resolved_account_name: Wilke


Anna Høg Mikkelsen

sourced_title: Senior Data Insights Consultant

headline: Senior Data Insights Consultant hos Wilke

position: Senior Data Insights Consultant

position: Data Insights Consultant

position: Human Insights Junior Consultant

evidence_experience: Progression through Human Insights Junior Consultant, Data Insights Consultant, to Senior Data Insights Consultant, all at Wilke, with no mention of internal knowledge/IP/AI ownership.


Darton Palmer

sourced_title: Data Visualization & Analytics Consultant

firm: SolomonEdwards

headline: Business Intelligence Specialist - BI Analyst specializing in Reporting, Computer Security and Data Analysis

about:
Business Intelligence and Analytics leader with 15+ years of progressive experience delivering enterprise reporting solutions, leading cross-functional teams, and enabling data-driven decision-making across healthcare, manufacturing, government, financial services, and technology organizations.

Proven track record of translating complex business requirements into scalable reporting frameworks, executive dashboards, and actionable analytics that improve operational visibility, reporting accuracy, and organizational performance. Experienced leading distributed teams across the United States and South America while partnering with executive stakeholders to define KPIs, establish reporting governance, and support strategic business initiatives.

position: Business Intelligence Consultant

company: SolomonEdwards

description: Engineered KPI-driven reporting dashboards that enhanced stakeholder visibility into operational performance and identified key business trends. Automated recurring reports to support daily operations, ensuring data accuracy and consistency across systems and workflows. Analyzed large datasets to uncover trends and opportunities for process improvements, translating complex data into clear insights for non-technical audiences.

position: Business Intelligence Analyst

company: Syra Health / State of Indiana

description: Engineered enterprise Power BI and Cognos dashboards that enhanced KPI visibility and standardized reporting processes for operational monitoring. Designed and automated recurring reports to ensure data accuracy and consistency across systems, supporting daily operations.

position: Data Analyst/Business Analyst

company: Syra Health

description: Technical Business Analyst to bridge the gap between business needs and technical execution within a highly regulated healthcare environment.  Responsible for translating complex regulatory and operational requirements into precise, testable technical specifications. Partners closely with Business Intelligence (BI) and ETL development teams to ensure analytics solutions are accurate, compliant, and aligned with organizational goals.

position: Development Analyst

company: State of Indiana

description:
Design and develop new business processes and corporate dashboards in PowerBI & Alemba ASM
Developed analytical frameworks enhancing KPI clarity, rectifying the top three report inaccuracies in Cognos systems.
Created Training documentation, presented quarterly training material in Classroom and WebEx settings.

position: Business Intelligence Manager

company: dormakaba

description: Delivered actionable business intelligence reporting and analytics solutions that enhanced executive visibility into operational performance and informed decision-making. Engineered and automated recurring reports and dashboards using Power BI, integrating data from SAP and SQL Server to improve data accessibility across teams. Supported cross-functional initiatives in sales forecasting, operations planning, and inventory cost analysis, driving data-driven insights for process improvement.

position: Sr. Business Intelligence Analyst

description:
Transformed business requirements into actionable insights, increasing data-driven decisions.
Developed robust business intelligence tools that enhanced sales and operations planning, leading to a greater insight into inventory costs.
Oversaw integration and management of PowerBI reports from diverse data sources like SAP and SQL Server, enhancing data accessibility to all teams.

position: Lead Data Analyst

company: Stefanini Group

content: Just finished the course “Planning a Versioned RESTful API with Claude”! #anthropicclaude #restapis #restfularchitecture #artificialintelligence

content: I’m happy to share that I’ve obtained a new certification: Certificate of completion: Claude 101 from Anthropic!

evidence_experience: "Translate complex datasets into actionable intelligence, build reporting dashboards, and drive strategic process improvements for internal environment and corporate clients." - hands-on BI delivery, client-facing, no ownership of an internal knowledge/AI/governance function.

resolved_account_name: SolomonEdwards


Anush Newman

sourced_title: CEO & Co-Founder

firm: JMAN Group

headline: CEO & Co-Founder @ JMAN Group

position: CEO & Co-Founder

company: JMAN Group

description:
JMAN Group is a technology-enabled management consultancy that works across a large number of sectors and for many different companies – from big to small, established to start-up. In so doing, JMAN Group focuses on providing simple and actionable solutions, however complex the problem.

The combination of JMAN Group’s agile approach and capabilities in data analytics and software development ensure that it is not constrained by limits of traditional consulting. These capabilities allow JMAN Gro

position: Consultant

company: Arthur D. Little

description:
Consultant in the Energy Practice at Arthur D. Little, London.

Experience of working in a variety of strategy and operational projects within the upstream/mid-stream oil and gas, nuclear energy, R&D and telecoms sectors

position: Analyst

company: BT One IT

description:
Focus on operations improvement and process design for the management of BT’s non-desktop hardware.

Mapped as-is operational procedures for procurement, configuration and asset management of BT’s non-desktop hardware i.e. servers, routers and major CPUs. Documented BT’s preferred methods and circulated to all programme managers as best practice

Required mapping of the current “as-is” processes, determining “to-be” best practices and educating those responsible for activities within the process

position: Research Chemist

company: GlaxoSmithKline

description:
3 month internship within the Chemistry R&D laboratories of GSK's UK site in Stevenage.

Working in Medicinal Chemistry to create Anti-Cancer drug using advanced disconnection approach as well as “split and mix” synthesis in order to generate a number of trial products on a very small scale

description:
3 month Internship with the Development Chemistry Laboratories of GlaxoSmithKline, Stevenage.

Development of an Anti-Cancer drug at an early stage. This required multiple refinements of the synthesis process to improve the quality of the final product

description:
Internship with the Development Chemistry department within GSK laboratories in Stevenage, Hertfordshire.

Responsible for developing reaction methodology and scale-up of pneultiamte stage of Anti-Asthma drug synthesis - going from microgram to kilogram scale.

Published report as part of Nuffield Science Bursary, receiving the Gold Award for achievement.

content:
Three-peat!

More incredible work from our Global Team at JMAN Group. Another fabulous achievement of which everyone can be very proud.

A huge thank you to our clients and partners from across the world who have recommended us, and for your continued trust.

Lots more to come from this incredible group of people!

content:
Incredibly proud of these two, been a privilege to see their journeys to Partner - Siva from Trainee Software Engineer, Christian from Intern. Brilliant leaders, even better humans.

Really well done to you both - very excited for the next chapter, you're just getting started!

evidence_experience: "JMAN Group is a technology-enabled management consultancy that works across a large number of sectors and for many different companies... capabilities in data analytics and software development" - this describes services sold to clients, not an internal knowledge/AI function.

resolved_account_name: JMAN Group


Prasanth RA

sourced_title: IT Security and NIS2 Governance

headline: Enterprise Security Architecture, IT Security and NIS2 Governance

about:
An experienced cyber security professional with hands-on experience in information security including IT security risk management, IT security consulting, IT security audit, Red team, Blue team and implementing security solutions. Having worked on implementation and overall governance using frameworks like NIST, COBIT and ISF; I am comfortable in building out strategies for continuous improvement for a firm’s cyber security posture.

In the process of gaining knowledge, achieved professional certification like Certified Information Systems Security Professional(CISSP), SABSA Chartered Security Architect – Foundation Certificate (SCF), GIAC Certified Intrusion Analyst (SANS-Certified), GIAC Penetration Tester (GPEN), Computer Hacking and Forensic Investigator (CHFI) and Qualys Guard Certified Specialist.

position: IT Security and NIS2 Governance

company: Org

position: SANS/GIAC - Advisory Borad Member

company: SANS Institute

description: As described by SANS - Participation is by invitation only, and is presented to GIAC professionals who earn an average score of 90% or better on their certification exams.

position: Manager

company: EY

position: Information Security Manager

company: Allianz Ireland

position: Information Technology Security Specialist

position: Senior Consultant - Cyber Security

description:
•	Pre-Sales Activity
•	Digital and Network Forensics
•	Incident Handling
•	Developed Process and Procedures for Security Operations Centre
•	Performed Cyber maturity assessment
•	Team and Project Management

position: Consultant - Cyber Security

description:
•	Incident handling
•	Identifying attack vectors by swapping between both red team and blue team
•	Network Forensics and packet level analysis
•	Vulnerability Assessment and Secure configuration reviews
•       Network and Application Penetration Testing
•	Malware analysis - Preliminary level
•	Coordinated various stakeholders in the event of major incidents to provide recommendation and guide supporting teams.
•	Performed Cyber maturity assessment on vulnerability management, security moni

position: Associate Consultant - Cyber Security

description:
•	Vulnerability Assessment
•	Log analysis and Incident Handling
•	IDS/IPS and Firewall Monitoring
•	Network Forensics
•	SIEM implementation
•	Splunk SOC setup

disposition: STRONG

evidence_experience: "IT Security and NIS2 Governance @ Org (Sep 2024 - Present)" following prior Information Security Manager roles at Allianz Ireland managing internal IT security specialist team; NIS2 governance is an internal regulatory/security governance function over own org's systems.


Shashank Agarwal

sourced_title: Vice President Risk Advisory Services

firm: Valueonshore Advisors

headline: Vice President – Risk Advisory & Internal Audit | SOX, ICFR & ERM Leader | GRC, Cyber & Third-Party Risk | Board & CXO Advisor

about:
Senior Risk Advisory and Internal Audit leader with 20+ years of experience enabling organizations to strengthen governance, manage enterprise risks, and drive operational excellence across manufacturing, BFSI, life sciences, FMCG, telecom, and services sectors.
Currently leading Business Risk Services as Vice President, with responsibility for practice leadership, client delivery, talent development, and profitability. Trusted advisor to Boards, Audit Committees, and CXOs on SOX & ICFR, ERM, GRC, cyber resilience, third-party risk, and regulatory compliance.
Known for building and scaling high-performing audit and risk functions, managing 50+ member multi-location teams, and delivering business-aligned, technology-enabled risk solutions across India, the USA, and the UAE.
Strong focus on digital risk transformation, control rationalization, vendor & contract governance, SOP led process maturity, and data driven insights using analytics and automation.
Passionate about transforming Internal Audit from a compliance function into a strategic business partner.

position: Vice President Risk Advisory Services

company: Valueonshore Advisors

description:
•	Lead and scale the Risk Advisory practice, owning strategy, client acquisition, delivery excellence, and P&L.
•	Manage 50+ professionals across 5 locations, developing future leaders and high-performing teams.
•	Deliver and oversee Internal Audit, SOX/ICFR, ITGC, ERM, forensic, cyber risk, BCP, and third party risk engagements for global clients.
•	Act as trusted advisor to CXOs and Audit Committees, translating complex risk issues into actionable business insights.
•	Drive control optimizatio

position: Group Head – Internal Audit

company: Tenon Group

description:
•	Headed the global internal audit and risk function across three countries, reporting directly to the Board, Chairman, and CFO.
•	Designed and implemented a risk based audit framework aligned to the enterprise strategy across multiple group entities.
•	Led vendor governance, contract compliance, cost optimization, and process automation initiatives.
•	Strengthened governance and embedded a proactive risk culture across the organization.
•	Led GDPR compliance for UK–India backend transition.

position: Manager / Senior Consultant – Risk Advisory EY India | Jun 2014 – Oct 2019

description:
•	Managed large-scale Internal Audit, SOX/IFC, and compliance transformation projects across industries.
•	Led audits covering procurement, O2C, finance, HR, payroll, inventory, and manufacturing operations.
•	Designed enterprise SOP frameworks, risk registers, and governance models.
•	Delivered ~20% control rationalization for a global FMCG client through SOP governance and automation.
•	Led BCP and disaster recovery programs across sectors.

position: Assistant Manager – GRC | Mazars India | Apr 2012 – Jun 2014

company: Mazars

description:
•	Led operational audits and cost optimization engagements across manufacturing, retail, and telecom tower industries.
•	Conducted process and control reviews, identifying gaps and opportunities for efficiency and compliance improvements.
•	Delivered revenue assurance and contract reviews, enabling measurable financial recoveries and risk mitigation.

position: Assistant Manager – Internal Audit | BILT | May 2009 – Apr 2011

company: BILT

description:
•	Conducted internal audits and SOP development across paper, chemicals, and IT functions.
•	Identified cost saving opportunities and strengthened adherence to regulatory and operational controls.
•	Supported process standardization and governance frameworks, improving efficiency and audit readiness.

position: Audit Staff (CA Articleship) | Sahani Natrajan & Bahl | Jun 2005 – Jan 2009

company: Sahni Natarajan & Bahl

description:
•	Completed CA articleship with exposure to internal audits, SOX testing, Clause 49 reviews, and compliance engagements.
•	Worked across FMCG, telecom, Beverage manufacturing, Print & Radio media, retail, QSR, Container freight station, and trading clients.
•	Developed foundational expertise in risk assessment, audit procedures, and financial controls.

content:
Cybersecurity is no longer just about protecting IT systems - it's about safeguarding business continuity and operational resilience.

It was a pleasure attending the CII Cybersecurity 360° Summit 2026 in New Delhi with my colleague, K Yegneshwara Iyer.

The discussions highlighted the growing importance of cyber resilience, AI governance, and securing Operational Technology (OT) environments a

content:
DPDP readiness starts long before enforcement begins.

Building a compliant data privacy framework requires the right mix of governance, risk management, and operational readiness.

At Valueonshore ('VOS') Advisors, we help organizations assess their current state, identify compliance gaps, and build practical roadmaps for DPDP readiness.

The six steps outlined below provide a practical starti

content:
It was a privilege to be part of this initiative. Access to technology is no longer a luxury; it is an essential enabler of learning, skill development, and future career opportunities. Contributing in a small way towards bridging this digital gap is both humbling and rewarding.
Proud to be associated with Valueonshore ('VOS') Advisors, an organization that believes success should be measured not

content:
Internal audit is at an inflection point.

This column captures what many of us are already seeing on the ground: the function is being asked to do far more than periodic assurance. Geopolitical volatility, mandatory ESG disclosures, AI governance, and third-party risk are all demanding a more anticipatory, forward-looking posture from audit teams.

What strikes me most is the underlying theme:

evidence_experience: "Lead and scale the Risk Advisory practice, owning strategy, client acquisition, delivery excellence, and P&L." and "Deliver and oversee Internal Audit, SOX/ICFR, ITGC, ERM, forensic, cyber risk, BCP, and third party risk engagements for global clients."

resolved_account_name: Valueonshore ('VOS') Advisors


Axel Fritz

sourced_title: Consultant Confirmé Data

headline: Consultant Data & IA

position: Consultant Confirmé Data

company: Nexialog Consulting

position: Consultant Junior Data

position: Alternant - Data Scientist

position: Stagiaire - Data Scientist

description: Développement et mise en place de modèles de Deep Learning dans le cadre de la création d’un outil d’anonymisation et de synthétisation des données.

position: Intervenant - Fondamentaux de l’IA Générative

company: Université Paris 1 Panthéon-Sorbonne

description: - Enseignement des principes mathématiques et algorithmiques de l’intelligence artificielle générative : espaces d’embeddings vectoriels, mécanisme d’attention, architectures Transformers, RAG.

position: Tuteur en Méthodes Quantitatives

band_reasons: disqualified; builder

evidence_experience: Développement et mise en place de modèles de Deep Learning dans le cadre de la création d'un outil d'anonymisation et de synthétisation des données - a hands-on technical build role, not ownership of an internal function.


Nathan Z.

publicIdentifier: nzelany

sourced_title: Directeur la transformation

firm: BDO France

headline: Secrétaire général, Directeur de la transformation

about:
#Transformation #Digital #Marketing #Communication
#BusinessDevelopment, #CRM & #Data Management
#PowerBi, #PowerQuery, #Excel & #BusinessIntelligence
#Digital #Strategy #IA

position: Secrétaire général

company: BDO France

position: Directeur la transformation

position: Directeur Marketing Communication

description:
Directeur Marketing Communication
Marketing Communications Director

- élaboration de la stratégie de marque : diagnostic des principales problématiques, analyse concurrentielle, identification des leviers d'action, choix du positionnement

- plan d'actions marketing communication : priorités et calendrier des actions

- suivi et reporting budgétaire

- communication interne : pilotage de l'intranet, du journal interne, création d'actions "spéciales" (concours de projets), organisation des évé

position: Marketing Communication Manager

position: Marketing Director

company: Ernst & Young Transaction Advisory Services

description: Marketing and Communication for Transaction Advisory Services at Ernst & Young France: Transaction Support, Mergers & Acquisitions, Valuation and Business Modeling, Corporate Restructuring.

position: France and Europe Extranet Marketer

position: Internet Project Manager

company: Arthur Andersen

description:
Designed, implemented, launched and developed public internet websites (corporate, careers, alumni)

Managed web publishing processes to ensure regularly updated content on the websites (includes identifying content owners; developing review processes; training internal clients;distributing style guides; etc.).

Promoted the websites.

position: Web Editor

company: French Health Administration - Ministère de la Santé

description:
Wrote and edited copy to develop content and improve readability for targeted audience

Tracked, compiled and analyzed users data reports

content:
Venez nous rendre visite… ou, mieux encore, rejoignez BDO pour y travailler. C’est encore plus beau en vrai.

Très fier de ce projet mené avec les équipes BDO et les indispensables HAUTEUR LIBRE  et agent M Paris .

Aurait-on pu le mener ailleurs ? Je pense que non. Et c’est sans doute ce qui fait toute la valeur, et le plaisir, d’accompagner les ambitions de BDO depuis plus de 15 ans : voir les

content:
Impact de l’IA = Part des tâches éligibles × Adoption × Gain de productivité × Conversion économique

La plupart des débats portent sur l’exposition à l’IA. Est-ce que ce métier va disparaître ? Quand a lieu l’enterrement de la compta ? ;)

Débats sans fin (mais qui rapportent du clic ?) comme en témoignent les nombreuses études aux résultats souvent divergents.

De fait, certaines évaluent ce que

content:
« Une maison ne peut pas différer d'une autre : ce qui importe, c'est de savoir si elle est construite en enfer ou dans le ciel », écrivait Jorge Luis Borges. Autrement dit, ce qui distingue un lieu, c'est l'esprit avec lequel on l'habite et ce qu'on y projette.

Aujourd'hui, les équipes parisiennes de BDO France ouvrent les portes du « 1 », leur nouveau siège, au cœur du vibrant 9e arrondissement

content: ⌛ J-7... Vous avez reconnu le rideau ? On dévoile tout (y compris quelques surprises de dernière minute) le 1er juillet. Ceux "qui ont la ref" ont déjà remarqué le travail de Lucas Zito dans la série Privilèges, celui d'Yvonne Mak dans Elle, et de Jean-Baptiste Durand à la récente design week de Milan. Mais si vous êtes passés à côté, no stress : rendez-vous au "1", 1 rue Lamartine dès la semaine

content: 2e édition des Étoiles Afuté : formation et insertion professionnelle des jeunes avec autisme et autres petites particularités. Pour de vrai :) Réservez le 30/11. (C’est climatisé en plus ;) )

evidence_experience: Directeur la transformation @ BDO France (Jan 2022 - Present); prior role Directeur Marketing Communication included "communication interne : pilotage de l'intranet, du journal interne" showing internal-facing organisational leadership at BDO France itself

resolved_account_name: BDO France


William Pflueger

publicIdentifier: william-pflueger

sourced_title: Associate Manager, Data Engineering

firm: Beghou

about: I am a driven, adaptable, and task-oriented computer engineer with experience in finance who wants to make a strong impact on the world through technology and business. I strive to gain a new and deeper understanding of the world around me through careful analysis and drawing conclusions based on the data that I have. I follow new developments in the tech sector and the business world to find what the future will be like and how I can play a role in it.

position: Associate Manager, Data Engineering

company: Beghou

position: Senior Data Engineer

position: Data Engineer

position: Associate Data Engineer

position: Associate Consultant

position: Software Engineering & Analytics Intern

company: Charge Ventures

position: Senior Software Developer

company: Changing Room

position: Global Technology & Operations Summer Analyst

company: Bank of America

description:
Devised plan to optimize third party risk assessments by reducing late assessments 84% and presented the plan to the Global Information Security executive team

Developed new technology proposal to utilize python and JSON API queries to replace manual Excel workflow

Collaborated with the product development team to integrate an AI survey processor into the current risk-management system

content: I’m happy to share that I’m starting a new position as Associate Manager, Data Engineering at Beghou!

internal_vs_external: unclear

band_reasons: disqualified; ie_unclear; builder

evidence_experience: Career trajectory: Associate Data Engineer -> Data Engineer -> Senior Data Engineer -> Associate Manager, Data Engineering, all at Beghou, an individual-contributor/technical track with no described ownership of an internal knowledge or AI function.

resolved_account_name: Beghou


Valerie Vanderheyden, CCXP, Black Belt

sourced_title: Customer-Centric Business Transformation Lead

firm: BDO Belgium

resolved_account_name: BDO Belgium


Bill Mabry

publicIdentifier: billmabry

sourced_title: Management Consultant - Data & AI

headline: Enterprise AI & Transformation Leader | AI Program Management, Customer Success & PMO | Hands-On AI Builder | Former Salesforce & Celonis

about:
I run enterprise transformation at Fortune 500 scale, and I build AI systems with my own hands. That combination is rare: most people who lead transformation have never shipped, and most builders have never had to make 10,000 people work differently.

I learned how organizations change by leading large-scale programs across financial services and healthcare, then spent nearly a decade at Salesforce building the Customer Success Digital Transformation PMO from scratch: a portfolio of 31 projects and a network of 500 change champions, including some of the company's earliest production AI. One of those programs, a renewals transformation, helped drive attrition to the lowest level in company history. At Celonis I put that playbook to work across seven Fortune 500 accounts, delivering over $50M in realized value.

Then AI changed what was possible, and I decided I wouldn't advise on tools I couldn't build with. Today I work in Claude Code and Codex daily, ship real systems (a five agent voice orchestration platform, an AI training simulator used in a Fortune 100 RFP, a full-stack production app), and evaluate models for a frontier AI lab, while consulting at a Fortune 500 HQ in Chicago.

If you're trying to get AI from demo to daily use inside a large enterprise, that's my favorite conversation.

position: Management Consultant - Data & AI

company: Centric Consulting

description: McDonald's Global HQ

position: Management Consulting Expert - AI

company: Mercor Intelligence

description: Providing domain expertise to evaluate and improve models for top Frontier AI Labs.

position: Management Consultant - Data & AI / Life Sciences

company: BIP

description:
US Liaison for AI Practice within Life Sciences, driving AI adoption strategy and building AI prototypes for enterprise clients. Translate business requirements into implementation roadmaps for training, enablement, and content generation use cases. Lead BIP's Celonis and Make.com technology partnerships across Fortune 500 accounts.
- Drive AI adoption strategy and RFP responses, translating client requirements into implementation roadmaps for enterprise AI use cases.
- Led 2-year global regulat

position: Customer Value Director

company: Celonis

description: Generating quantifiable business value for clients through the innovative application of process mining, artificial intelligence, and process automation. Guided customers through transformative journeys, realizing their strategic outcomes, and building high-performance teams committed to quality and measurable outcomes.

position: Director, Customer Success Strategy & Operations

company: Salesforce

description:
- Customer Success Director for Activision/Blizzard - managed strategic enterprise relationship, drove product adoption, and delivered measurable value across complex global gaming organization.

- Led team of 31 program and change management professionals executing cross-functional initiatives across Customer Success, Support, Services, Renewals, Data Science, and IT.

- Defined and tracked enterprise KPIs (Net Revenue Retention, CSM Productivity, Customer Health, NPS) to measure adoption and v

position: Director, Global Customer Success Strategy & Transformation

description:
- Head of FY20 Global Customer Success Program - built the transformation program from the ground up, establishing intake, prioritization, executive governance, and adoption measurement across 31 cross-functional initiatives.
- Program Manager for Salesforce’s first externally facing customer support chatbot, leveraging machine learning (early AI models) to automate service interactions and improve case resolution
- Managed executive governance across 5 SVP-level functions including SteerCo faci

position: Director Digital Transformation & Innovation

description:
- Program Manager and PMO Lead for one of Salesforce’s top priority programs, Navigator 360 (Global Renewals)
- Utilized machine learning and predictive analytics to improve customer retention, upsell and cross-sell opportunities, employee productivity, and customer success.

position: Sr. Program Manager, Customer Data & Insights, Operational Excellence

description:
- Program Manage initiatives to better understand the customer and the Customer Journey, create efficiencies in our sales processes and in our post-sale customer care (Customers For Life / Customer Success), increase adoption of our product, and reduce customer attrition.

- Earned the 5 globally recognized Salesforce Certifications: Certified Administrator, Certified Advanced Administrator, Certified Force.com Develop, Certified Sales Cloud Consultant, Certified Service Cloud Consultant

evidence_experience: "driving AI adoption strategy and building AI prototypes for enterprise clients" and "delivering over $50M in realized value" across Fortune 500 client accounts at Celonis


Ard Kot

publicIdentifier: ardkot

sourced_title: Associé - Management Consultant / Data Scientist

firm: Berenschot

headline: Strategisch Coördinator Datascience & AI bij het Ministerie van Defensie

about: Innovatie is mijn passie en ik vind niets leuker om organisaties hierbij te helpen! Hierbij maak ik gebruik van mijn ervaring op het gebied van engineering, datascience en consultancy bij een veelheid aan organisaties. Ik vind het leuk om op verschillende niveaus in de organisatie mijn bijdrage te leveren. Ik heb daarbij een brede ervaring: van visie- & strategievorming, innovatiemanagement, verandermanagement tot het begeleiden van teams, het leiden van projecten. Bij voorkeur op het gebied van Datascience en AI. Mijn manier van werken typeert zich door een hands-om mentaliteit (dingen maken) en een mensgerichte benadering.

position: Strategische Coördinator Datascience & AI

company: Ministerie van Defensie

description: Datascience en AI spelen in toenemende mate een beslissende rol op het moderne slagveld. Het is voor Defensie dan ook cruciaal om de potentie van Datascience en AI te benutten en hiermee te innoveren. Dat is precies wat we beogen binnen de afdeling DATA waaraan ik samen met een team mag bouwen. Mijn rol daarbij is divers en omvat strategievorming, opbouwen van netwerken en het professionaliseren van de bedrijfsvoering van deze snelgroeiende afdeling. Om te beschermen wat ons dierbaar is!

company: Berenschot

description: Vanuit Berenschot heb ik organisaties ondersteund bij de strategische inzet van datascience en AI. Naast strategisch advies heb ik hierbij ook veel operationeel werk verzet door een veelheid aan dataplatforms voor klanten te ontwikkelen. Inmiddels ben ik als zelfstandige aan de slag, maar daarbij als associé ook nog verbonden aan Berenschot.

position: Process Engineer

company: Leiden University Medical Center

description: In deze functie was ik op projectbasis betrokken bij de consolidatie/integratie van 3 diagnostische laboratoriumorganisaties. In dit omvangrijke project hield ik me bezig met strategievorming en het design van een nieuw integraal proces dat passend is bij deze strategische uitdagingen van de organisatie in de snel veranderende zorgmarkt. Gekoppeld aan die activiteiten heb ik ook een Europese Aanbesteding volgens een Concurrentiegerichte Dialoog begeleid om een innovatief laboratoriumsysteem aan

position: Participant McKinsey's Operations Excellence Academy 2014 Event

company: McKinsey & Company

description: I was selected for participating in this unique 2-day McKinsey event, which was designed for people from all over Europe interested in operational excellence. We were asked to develop a solution to a challenging task in a manufacturing and a service operations project in a real learning environment accompanied by leading experts of McKinsey & Company.

position: Graduate Internship

description: I performed my graduate internship at Leiden University Medical Center. The assignment concerned an analysis of the current outpatient phlebotomy process and a redesign of this process. At the end a complete, pragmatic model for a well controlled, high quality and especially patient safe process was delivered.

position: Participant in TopTrack Talent Program

company: Delft University of Technology

description: TopTrack is a program aimed at the development of talent. It has been set up for the best students of the faculty 3mE at Delft University of Technology. The participants have been selected from second year bachelor students based on their grades and is gratefully supported by the Governors of the University. TopTrack develops activities and projects, giving students the opportunity to specialise and broaden themselves.

position: Studentcoach

description:
Gedurende twee jaar heb ik eerstejaars-studenten begeleid in hun projecten en eerste jaar. De begeleiding vindt plaats in projectvergaderingen en individuele gesprekken over studievoortgang en andere algemene zaken.
Voor het vervullen van deze functie heeft de onderwijsdirectie een certificaat uitgereikt.

position: Internship

company: Imtech Marine & Offshore SAS

description: This internship concerned an analysis and redesign of the control model for the department Procurement and Logistics. Involved topics were: Supply Chain Management, Inventory control and the ERP-system. At the end of the assignment a proposal was left to improve the current situation.

evidence_experience: "Mijn rol daarbij is divers en omvat strategievorming, opbouwen van netwerken en het professionaliseren van de bedrijfsvoering van deze snelgroeiende afdeling" (leading/coordinating the internal Data/AI department at Defensie, distinct from his prior client-facing Berenschot consulting work)

resolved_account_name: Berenschot-Webinars


Tanay Vora

publicIdentifier: tanayvora

sourced_title: Data Science and Generative AI

firm: Dalberg

headline: All things AI @ Dalberg | Data and AI practitioner | ex-McK, Accenture

about:
I am a data and AI practitioner passionate about harnessing advanced technology to create real-world impact. With  over 14 years of experience across McKinsey & Accenture, I’ve combined strategy, data science, and AI innovation to solve complex problems.

I love to implement solutions and recommendations at the intersection of innovation, execution, and purpose. I enjoy working with teams who challenge the status quo, building capabilities that last, and mentoring talent to unlock their potential.

Core Interests & Strengths: AI/ML Strategy, Generative & Agentic AI, Responsible AI, Data Platforms, Business Transformation, AI for Social Good.

position: Data Science and Generative AI

company: Dalberg

description:
1) Enabling Dalberg's clients with data and AI enabled workflows and solutions
2) Transforming Dalberg's internal functions through AI
3) Building Dalberg's AI stack

position: Principal (Sr. Mgr) - Data science and AI

company: Accenture

description:
Directed enterprise-wide AI strategy and delivery for Fortune 500 clients across pharma, consumer goods, and retail.

Built AI Products & Platforms: Designed and deployed analytics-as-a-service, ML, data analytics, visualization and predictive analytics that improved operational efficiency for our clients.

Leadership & Scale: Managed global data science teams (15+), managed P&L for 2 large pharma accounts. Led India-based hiring and campus recruitment events. Drove client engagement utilization

position: Various Data Science Roles

position: Business Analyst

description:
Worked on strategy, analytics, and transformation projects for clients.

Took ownership of financial and operational models that informed multi-million-dollar strategic decisions.

Recognized for structured problem-solving and ability to drive clarity under pressure (as highlighted in client/manager recommendations).

evidence_experience: "Transforming Dalberg's internal functions through AI" and "Building Dalberg's AI stack" - explicit ownership of the firm's own internal AI/knowledge infrastructure, alongside "Enabling Dalberg's clients with data and AI enabled workflows and solutions" showing mixed internal/external remit.

resolved_account_name: Dalberg


Leah Wuest

sourced_title: Transformation Advisor

headline: Chief Transformation Officer  |  Functional IT Executive  |  Enterprise-Wide Integration & Transformation  |  Executive Growth & Leadership Development  |  COO  |  Chief of Staff  |  Change Evangelist  |  PMP

about:
Twenty years at the intersection of enterprise transformation, technology leadership and executive development, turning complex ambitions into outcomes that stick.

I lead where organisations need to move: redesigning operating models, delivering enterprise IT and integration programs, and building the leadership capability to sustain change. As a Chief Transformation Officer, COO and functional IT executive, I've delivered multi-country programs across banking, insurance, retail, education and professional services, aligning executives and boards quickly, and maintaining momentum when the stakes are high.

I'm equally recognised as an executive growth and change management specialist,  designing and delivering leadership and change programs for C-suite and GM cohorts at CommBank, Korn Ferry, University of Southern Queensland, NAB, IAG and NSW Department of Education, among others.

What I bring: the clarity to see what needs to change, the credibility to align the top table, and the discipline to make transformation land — and hold.

position: Founder

company: LMW Consulting Group

description:
Transforming organisations. Elevating leaders. Delivering outcomes with intention and impact.

At LMW Consulting Group, we partner with organisations to elevate leaders, transform business and strengthen customer experience. Our work brings together transformational leadership development, organisational and operating model design, change management, and the disciplined delivery required for complex transformation, including M&A and multi‑year integration programs.

We help organisations turn in

position: Transformation Advisor

company: Org

description:
MORE HUMAN PLEASE

Senior Advisor turning strategic intent into operational impact across HR, IT and Service Delivery in top‑tier universities.

Specialising at the intersection between people, strategy and execution, I work with executives and senior leaders to shape strategy, redesign operating models, strengthen leadership capability and embed cultural and behavioural change with a clear focus on outcomes and experience delivery. My obsessions is turning strategic intent into practical, measu

position: Leadership & Culture Advisor, Facilitator and Executive Coach

company: Commonwealth Bank

description:
As a senior leadership advisor, I partnered with CBA’s Executive and General Manager cohorts to build stronger strategic judgement, commercial acumen and people leadership capability across the bank.

I led the design and delivery of CBA’s flagship CommLeader Strategic Judgement programs for EMs, GMs and EGMs, using world‑class simulations to strengthen enterprise decision‑making and align leaders to strategic priorities. I also shaped the EM Talent Program with New Horizons, delivering leadersh

position: Leadership Consultant, Instructional Designer, Facilitator and Coach

company: Korn Ferry

description: An executive coach and leadership advisor, designing and facilitating high‑impact development experiences for senior leaders across Australia. My focus is on strengthening strategic judgement, leadership effectiveness and the behaviours required to lead in complex environments. Partnering with experienced leadership consultants, I design and deliver executive‑level programs for universities and large organisations, supporting leaders to lift performance, navigate change and lead with clarity and

position: Executive Coach and Organisational Design Advisor

company: Madston Black

description:
Executive coach and organisational development specialist, designing and delivering leadership programs that build capability, shift behaviour and accelerate meaningful leadership growth.

This work included:
- An integrated leadership program for a major insurance organisation
- A modular leadership pathway for senior managers and high‑potential leaders at a Queensland university
- A community leadership challenge within CBA’s Talent Development strategy
- An award‑winning women’s career advanc

position: Head of Learning - Advisory

company: PricewaterhouseCoopers

description:
Leading first the Advisory Learning & Development team and then the firm wide team focused on Client Experience consolidated my consulting capabilities with strategic planning and people leadership.
Understanding how a business works, and the importance of client relationships supported design and facilitation of programs which delivered real business outcomes and helped to transform the PwC client experience.

position: Learning and OD Manager

company: Capgemini

description: Hands on people development together with learning strategy and organisational development for Australia and in AsiaPac were the top priorities in this role.  A combination of HR Advisor and L&D Manager, I was able to integrate learning strategy with the performance review process.  Designing and facilitating the C3 Capgemini Collaborative Consulting program and the Graduate recruitment and development curriculum were absolute highlights.  In this role I really learned to love what I do and to f

position: Organisational Development Consultant

company: ASIC

description:
Focused on future-proofing the skill development of all ASIC employees, in this role as Organisational and Learning consultant, I achieved the following:
  - Competency framework development and implementation
  - Competency based job design across the organisation,
  - Competency based needs analysis and  Learning & Development strategy
  - Learning team leadership in executing a technical skill and leadership development curriculum.

band_reasons: disqualified; company_concern

evidence_experience: "I'm equally recognised as an executive growth and change management specialist, designing and delivering leadership and change programs for C-suite and GM cohorts at CommBank, Korn Ferry, University of Southern Queensland, NAB, IAG and NSW Department of Education" - entirely client-facing leadership/coaching delivery, no internal knowledge or AI function ownership anywhere in 20 years of roles (L&D Manager, OD Consultant, Head of Learning - Advisory at PwC, etc.).


Matthew Ray

sourced_title: Founder & Chief Executive Officer

firm: Portage Point Partners

headline: Portage Point Partners

about:
Matthew Ray is the Founder and Chief Executive Officer (CEO) of Portage Point Partners where he has served as Chief Restructuring Officer (CRO), CEO, Chairperson, Lead Independent Director, Special Restructuring Committee Chairperson and Strategic Advisor leading wide-ranging transformations and restructurings for both private and public companies. He has led engagements developing and implementing performance improvement plans, strategic alternatives, organizational realignments, operational turnarounds and financial restructurings resulting in significant value preservation and creation for a broad spectrum of stakeholders.

Prior to founding Portage Point, Matt co-founded Victory Park Capital where he served as Senior Partner and Member of the Investment, Valuation and Management Committees. He is one of three founding partners responsible for multi-billion dollar asset growth comprising a diversified fund offering including direct lending, private equity, special situations, publicly listed and SBIC vehicles. Matt was primarily responsible for fundamental analysis, transaction execution and portfolio management encompassing direct lending, troubled assets, bankruptcy financings, special situations and control equity investments. He also managed business diligence, financial restructurings and workouts, operational turnarounds, value creation initiatives and strategic alternatives as well as serving in interim executive roles for portfolio companies.

Matt has served as a Director on more than 15 corporate boards in roles of Executive Chairperson, Chairperson, Lead Independent Director, Lender and Investor Representative, Restructuring Committee Chairperson and has substantial committee experience. Matt is also a member of the Dean’s Advisory Council at Indiana Unive

position: Founder & Chief Executive Officer

company: Portage Point Partners

description:
Portage Point is a business advisory, interim management and investment banking firm intensely focused on the middle market. Committed to excellence, Portage Point delivers integrated capabilities and solutions that identify value capture, mitigate risk and positively impact outcomes at every stage of the ever-changing business and investment lifecycle.

Learn how Portage Point can positively impact your business: www.portagepointpartners.com

position: Member, Board of Directors & Prior Interim CEO

company: Ascent Aviation Services

description: Provider of maintenance, storage and reclamation services across wide body, narrow body and regional commercial aircraft operating out of two facilities (TUS and MZJ) that span more than 1,250 acres

position: Independent Director, Board of Directors

company: Voyager

description: Award-winning mobile app with 100+ coins and a USD-Coin Debit Mastercard®. Making crypto for all simple and rewarding

company: Pipeline Health System

description: With hospitals in California, Texas, and Illinois, Pipeline hospitals share a mission focused on providing the care and service our communities deserve.

position: Member, Board of Directors & Chief Restructuring Officer

company: Bouchard Transportation Co., Inc.

description:
Nation's largest independently-owned ocean-going petroleum transportation company

The company successfully consummated multiple asset sales and confirmed a Plan of Reorganization

position: Independent Director & Chair Special Committee (Restructuring), Board of Directors

company: APC Automotive Technologies

description:
Market-leading manufacturer and supplier of automotive, light truck and heavy duty under car replacement parts

The company successfully consummated a Plan of Reorganization and emerged from Chapter 11

company: Dayco

description: Global leader in the research, design, manufacturing and distribution of essential engine products, drive systems and services for automobiles, trucks, construction, agriculture and industry

position: Chair, Lead Indepedent Director & Chair Special Committee, Board of Directors

company: Outcome Health

description:
Healthcare technology platform providing critical educational content at the moment of care

The company successfully completed a comprehensive recapitalization and secured significant new equity capital

content:
Excited to welcome Rahul Gaur to Portage Point Partners as a Managing Director in our Performance Improvement Practice.

Rahul strengthens our Performance Improvement capabilities while adding differentiated expertise in AI-enabled value creation and innovation.

Looking forward to the impact he will make across our clients, teams and broader platform. Welcome to the Portage Point family Rahul.

content:
Excited to welcome Rob Rourke to the Portage Point Partners Board.

Proven operator. Strategic thinker. Decisive execution mindset.

The perspective needed as we continue to sharpen strategy, scale capability and drive value for clients.

Looking forward to partnering with Rob to shape what comes next.

evidence_experience: "Portage Point is a business advisory, interim management and investment banking firm intensely focused on the middle market" - this is a client-services firm (restructuring/advisory), with Matt's entire career being CRO/board/turnaround work delivered to client companies and portfolio investments, not ownership of any internal knowledge/AI/IP-reuse function.

resolved_account_name: Portage Point Partners


Jitendra  Sharma

publicIdentifier: jitendra-sharma-csm

sourced_title: Digital Product Manager - Global Risk and Compliance Solutions

headline: Senior Product Manager | Real-Time Payments, Financial Crime & Compliance | RTP | FedNow | ISO 20022 | AML/KYC | Fraud Prevention | Digital Transformation

about:
Senior Product Manager with 15+ years of experience building and scaling digital products across banking, payments, financial crime prevention, compliance, and risk management. Proven track record of defining product vision, developing strategic roadmaps, and delivering enterprise platforms that improve customer experience, strengthen regulatory compliance, reduce operational risk, and drive business outcomes across leading financial institutions.

I have led product initiatives for JPMorgan Chase, First Republic Bank, Wells Fargo, and Wells Fargo Advisors, delivering transformative solutions across real-time payments, onboarding, AML, KYC, fraud prevention, customer screening, data governance, and payment modernization programs. My expertise spans the entire product lifecycle, from market analysis and strategy through roadmap development, execution, launch, adoption, and optimization.

Areas of Expertise
• Product Strategy & Vision
• Product Roadmap Development
• Real-Time Payments (RTP)
• FedNow & Fedwire Modernization
• ISO 20022 Transformation
• AML, KYC & Customer Due Diligence
• Fraud Prevention & Financial Crime Solutions
• Customer Screening & Case Management
• SWIFT & Cross-Border Payments
• Data Governance & Regulatory Compliance
• Agile Product Management
• Digital Banking Transformation
• Stakeholder & Executive Management

I am passionate about creating innovative banking products that sit at the intersection of customer experience, payments innovation, risk management, compliance, and emerging financial technologies.

company: SolomonEdwards

description:
Lead product strategy, roadmap development, and execution for enterprise fraud, AML, KYC, customer screening, and compliance platforms supporting modern payment ecosystems including FedNow, RTP, SWIFT, and ISO 20022.

Key Achievements:
• Own product vision, roadmap, prioritization, and delivery for enterprise financial crime and compliance solutions.
• Lead modernization initiatives supporting payment transformation across real-time and cross-border payment networks.
• Drive cross-functional col

position: Lead Digital Product Manager - BSA/AML Solutions

company: JPMorganChase

description:
Led strategic product initiatives supporting the integration of First Republic Bank into JPMorgan Chase, focusing on customer data migration, governance, operational resilience, and regulatory compliance.

Key Achievements:
• Directed large-scale customer data migration product initiatives supporting enterprise integration.
• Defined product requirements, governance frameworks, and risk mitigation strategies for highly regulated banking environments.
• Reduced manual effort through process autom

position: Lead Digital Product Manager - BSA/AML Digital Solutions

company: First Republic

description:
Owned product strategy and delivery for AML, KYC, onboarding, fraud prevention, customer screening, and regulatory compliance platforms.

Key Achievements:
•  Launched digital KYC onboarding capabilities that reduced onboarding time by 30%.
•  Developed multi-year product roadmaps for customer screening, due diligence, fraud monitoring, and compliance solutions.
•  Reduced manual processing effort by 20% through workflow automation and digital transformation initiatives.
•  Modernized fraud oper

position: Digital Product Manager – Payments

company: Wells Fargo

description:
Led payment modernization product initiatives focused on real-time payments, fraud prevention, authentication, and digital payment experiences.

Key Achievements:
• Defined strategy and product requirements supporting payments modernization initiatives.
• Enhanced customer payment experiences across digital channels.
• Improved fraud prevention capabilities through advanced monitoring and authentication controls.
• Collaborated with UX, engineering, API, and business teams to deliver customer-fo

company: Wells Fargo Advisors

description:
Led end-to-end transformation of wire transfer and ACH platforms, delivering enhanced cross-border payment capabilities, regulatory compliance, and operational efficiency improvements.

Key Achievements
• Managed product strategy, execution, and launch of redesigned cross-border payments and ACH solutions.
• Reduced manual processing by 35% through automation of payment workflows, forms, and reporting capabilities.
• Enabled compliant international payments through implementation of SWIFT/BIC

position: Senior Business Analyst- Digital Payments

company: Sunrise Bank

description:
Partnered with business and technology leaders to drive digital banking and payments transformation initiatives. Led requirements definition, process optimization, stakeholder engagement, and product enhancement efforts across payment operations, customer servicing, and regulatory compliance functions, helping improve operational efficiency and customer experience.

Key Achievements:
• Collaborated with business, operations, and technology teams to identify opportunities for digital transformat

position: Business Analyst - Digital Payments

company: Bank of Texas

description:
Partnered with business, operations, and technology teams to deliver digital banking and payments initiatives that improved customer experience, operational efficiency, and regulatory compliance. Gathered customer and business requirements, translated them into product enhancements, and supported delivery of banking solutions across online banking, payments, treasury services, and customer onboarding processes.

Key Achievements:
• Collaborated with business stakeholders to identify product enha

position: Business Analyst / Technical Writer

company: SanDisk®

description:
Supported enterprise digital transformation initiatives by partnering with business and technology teams to improve operational processes, system capabilities, and customer experience. Led requirements gathering, process optimization, and solution delivery efforts across cross-functional business units.

Key Achievements:
• Collaborated with business leaders to analyze processes, identify improvement opportunities, and recommend technology-driven solutions.
• Gathered and documented functional a

evidence_experience: "Lead product strategy, roadmap development, and execution for enterprise fraud, AML, KYC, customer screening, and compliance platforms supporting modern payment ecosystems including FedNow, RTP, SWIFT, and ISO 20022." and "Directed large-scale customer data migration product initiatives supporting enterprise integration" at JPMorgan Chase.