Representative transformation, program, and operating experience.

An enterprise SOX and risk transformation environment requiring coordinated execution across multiple functions, controls, and technology dependencies.

Program leadership, governance, coordination, risk management, and execution across a large multi-workstream initiative.

• Approximately $12M program scale
• Approximately 25 resources
• Approximately 50 workstreams
• Regulatory and controls environment

Program governance, cross-workstream coordination, executive reporting, and disciplined execution against a controls-driven timeline.

A legacy mainframe environment with roughly 1,000 integration points, significant dependency risk, key-person concentration, and complex business-continuity considerations.

Transformation leadership across dependency mapping, sequencing, risk management, and stakeholder alignment.

• ~1,000 integration points
• Key-person and dependency risk
• Business-continuity constraints
• Cross-functional coordination

Structured a modernization path that respected the integration surface area and the operational risk of the current state.

A carve-out and separation program with cross-functional execution demands across finance, operations, technology, and change management.

Program contribution to separation execution, coordination, and governance.

• Multi-function separation activities
• Cross-functional dependency management
• Governance and reporting cadence

Program-level contribution to separation execution and cross-functional coordination.

A portfolio of transformation initiatives spanning sustainability automation, treasury systems, ESG reporting, energy programs, and AI-assisted workflow modernization.

Contribution across multiple workstreams including automation, systems modernization, and reporting.

• Salesforce sustainability automation
• Kyriba and SAP treasury workstreams
• Workiva and ESG reporting
• Energy, LED, and solar initiatives
• Microsoft Copilot adoption
• Research and workflow transformation

Cross-workstream contribution to modernization, automation, and reporting across the transformation portfolio.

An operating environment requiring executive operating leadership across the insurance platform.

COO and operating leadership contribution.

• Operating cadence and governance
• Cross-functional coordination
• Executive-level operating leadership

Operating leadership contribution to the platform.

A specialty insurance operating business within the CAG portfolio focused on submission quality, workflow modernization, and scalable revenue operations.

Operating leadership and transformation design.

• Workflow modernization
• Submission quality and insurance operations
• Customer experience
• AI-assisted process design and automation
• Scalable revenue operations

Ongoing operating design and workflow modernization; results reported as they are validated.

Owner-operator experience in real estate — asset, operating, and capital decisions made with personal accountability.

Owner and operator.

• Asset and operating decisions
• Capital and financing decisions
• Long-horizon ownership perspective

Hands-on operator perspective that informs advisory work with founders and owners.