Jul 2023 – Apr 2025 · 1 yr 9 mos · Philadelphia, Pennsylvania, United States · Hybrid

May 2022 – Jul 2023 · 1 yr 2 mos · San Francisco, California, United States · Hybrid

May 2021 – May 2022 · 1 yr · California, United States

• • Built an engineering team to enable rapid bi-directional data availability via APIs to/from Health Information Exchanges and partner EMRs to enable practitioners’ early intervention to improve patient outcomes and quality of care.

Jan 2019 – Feb 2021 · 2 yrs 1 mo · United States

• Led a rebuild of the real-world data offering to include market delivery, client engagement and support, data on-boarding, methodologies, and production builds. Drove scale at significantly lower costs while improving client quality and satisfaction for above plan revenue and total contract value retention and growth.
• Provided significant support to Privacy and Legal teams related to HIPAA and contractual compliance.

May 2017 – Dec 2018 · 1 yr 7 mos · Sunnyvale, CA

• Built and drove the execution of a program to significantly scale data integration capabilities and executed a marketing and account management program to grow the base of large orthopedic manufacturers, practice and surgical center clients.
• Built processes and trained a support team to efficiently manage scaling of business operations.
• Led all HIPAA/Privacy and SOC2 certifications as well as related Product user stories.

Oct 2013 – Apr 2017 · 3 yrs 6 mos

• Delivered a 30%+ year over year increase in productivity and higher client product adoption through improved quality and innovation. Took significant business from the #1 competitor in the space and related revenue growth enabling moving from near failing to the acquisition of the company at a very favorable multiple.
• Led a process and platform rebuild and reorganization of a 300+ person team that spanned data ingestion, transformation, production builds and analytics, and client engagement and support for top and mid-tier pharma for their commercial effectiveness and market access.
• Built monitoring to understand clients’ actual use and non-use of capabilities to expand use and retention.

Oct 2013 – Apr 2017 · 3 yrs 6 mos · Palo Alto, CA

• Led and supported private equity portfolio teams and the C-level team of each company in building and managing their product portfolio to achieve significant customer/market growth while driving positive EBITDA.
• Key areas of direct focus:
• o Product strategy development, executive assessment and change management, organizational design, operational and process effectiveness and efficiency for pharmaceutical market analytics, consumer/retail shopper analytics, web and mobile performance marketing, data management and analytics.

Jan 2010 – Oct 2013 · 3 yrs 9 mos · Sunnyvale, CA

• Led numerous global and regional strategic ad product and operations initiatives.
• o Significant re-positioning/re-branding of Yahoo!’s “Class 2” (RightMedia) marketplace, including aggressively reworking the product roadmap to address priority needs. Included operationalization and expansion of clients’ leverage of audience targeting which drove material lift for advertisers.
• o Aligned Sales incentives with “to be” product strategy, drove buy-in with senior leadership and rolled out to sales team to include training, reporting and support.

Jun 2008 – Jan 2010 · 1 yr 7 mos

• Drove change strategy for distribution and marketing for Education, Auto Insurance, and Mortgage lead generation. Significantly increased revenue and margin year over year.
• o Built out an organization and support processes that scaled to 200% annual growth while increasing margin.
• o Initiated a new business vertical category and distribution channel that was profitable within 2 weeks and the 2nd in revenue and margin within 3 months.

Mar 2006 – Jun 2008 · 2 yrs 3 mos

• Developed strategy and implemented a new web-to-call-center channel for a $50M+ lead generation business improving quality and viability of over 30,000 financial and educational prospects daily.
• o Led growth of advertisers, publishers, and affiliates from 35 to greater than 75 in less than six months.
• o Significantly increased profit per lead through solid operational and world-class call center performance.
• o Developed modeling and forecasting processes for operationalizing performance of all channels and successfully engaged the full team in the change.

Mar 2005 – Mar 2006 · 1 yr

Jul 2003 – Mar 2005 · 1 yr 8 mos

• Led a restructure driving to a client-centric model and significantly improving service levels for QuickBooks, Quicken and Turbo Tax marketing teams to include transitioning from web only to mass media.
• o Drove internal customer ratings from below 60% to over 90% in less than one year.
• o Centralized the 65-member “internal agency” and redesigned organization, work processes and developed integrated tools for 2,000+ direct marketing campaigns annually. Reduced campaign build cycle time and increased responsiveness to changing market needs by more than 50%.

Dec 2001 – Jul 2003 · 1 yr 7 mos · Collegeville, Pennsylvania, United States

• Led national deployment of Six Sigma across sales and marketing reducing customer attrition by 20%+ ($1B+ revenue impact) by rapidly identifying root causes and gaining senior sponsorship.
• o Developed and implemented a data driven retention initiative supporting 500+ sales professionals with daily “who to engage and why” with full national implementation in less than 6 months.
• o Successfully drove lowest performing region of 26 to be a top five performer in six months.

Jun 2000 – Dec 2001 · 1 yr 6 mos · Philadelphia, Pennsylvania, United States

• Leveraged Six Sigma expertise to manage and grow significant B2B and B2C marketing and operations engagements at Metro Goldwyn Mayer, Aetna, JP Morgan Chase, Wellmark, and DuPont.
• Developed and implemented related production logistics processes and tactics for retail sales forecast models generating $40M in client savings during the first year.

Jul 1997 – Jun 2000 · 2 yrs 11 mos · Philadelphia, Pennsylvania, United States

• Led the integration of Sales, Marketing, and e-commerce processes for the integration of The Signature Group. Completed transition 60 days ahead of schedule with no loss of clients or financial/operational integrity.
• Aggressively drove process improvements reducing marketing expenditures by 10% in 2000 with no dilution in marketing effectiveness (saved $25M+)

Feb 1996 – Jul 1997 · 1 yr 5 mos · Rochester, New York Metropolitan Area

• Developed plan and led the team for design, build and testing of configuration for the Finance and MM modules Kodak’s SAP R/3 implementation.
• Managed IT project plan related to Kodak’s international network infrastructure to ensure adequate risk mitigation, security, and redundancy.

May 1992 – Feb 1996 · 3 yrs 9 mos · Rochester, New York Metropolitan Area

• Responsible for planning and executing financial controllership and operational reviews of significant financial market subsidiaries such as Furman Selz.
• Led product design, development and implementation for a 5-continent implementation of automation. Received the Team Xerox Award for Excellence in 1993 for the significant efficiency and effectiveness gains.

Jun 1986 – Sep 1991 · 5 yrs 3 mos · Buffalo, New York, United States

• Led significant pre-implementation, production application, and network reviews for systems that processed up to $100 billion of daily activity.
• Developed a portfolio testing application that led to a $1.8 million annual recurring increase in revenue for the initial portfolio.