I have deep expertise in financial services across front, middle and back office functions of retail, mortgage, commercial, wealth management and capital markets. The nature of the engagements I lead has spanned strategy, organizational design & transformation, change management, M&A integration, and enterprise application development. Their size has ranged from small, tactical teams to global PMOs with hundreds of contributors.  

Community Involvement

  • Volunteer with TLS Veterans
  • Secretary & Charter Member of OPEN Chicago 


  • Bachelor of Arts, University of Illinois at Urbana-Champaign
  • MBA in Strategic Management with Honors, University of Chicago Booth School of Business
  • Executive Scholar Candidate in Leadership, Northwestern University Kellogg School of Management
  • Chartered Financial Consultant, The American College