Jan 2024 – Present · 2 yrs 4 mos · New York City Metropolitan Area · Remote

• Contributor for the Leadership Strategy channel at Forbes

May 2022 – Present · 4 yrs · New Jersey, United States · Remote

• Leads 8 agile teams and strategic planning for 100-person business unit.
• Directs 2-week sprints for delivering 20 products to the Navy. Guides 30 business development leads, product owners, and scrum masters in planning and execution.
• Leads all long-term strategic planning efforts including quarterly planning, resource allocation, and milestone prioritization. Presents strategy to executive leadership.
• Created new estimating process for 20 programs, increasing efficiencies and accuracy for complex software and systems engineering proposals. Developed and rolled out training sessions to 20 leaders.

May 2021 – Jan 2025 · 3 yrs 8 mos · United States

• Kate Writing Co (KWC) is a boutique content strategy and writing company. We deliver and edit content for individuals, corporate teams, and editorial publications.

Dec 2018 – May 2021 · 2 yrs 5 mos

• Successfully manages corporate research projects for Fortune 500 companies
• Led portfolio of research project teams for a $28M global company. Data analysis and reports enable 5-10+ year decision making for consumer goods, financial, tech, media, civil engineering, and legal client companies. Directly advised COOs and senior level executives. Manages up to 15 project team members across 2-10 projects concurrently.
• Designs and executes 100+ quantitative and qualitative research efforts, including interviews, case studies, focus groups, ethnographic studies, and surveys.
• Developed & implemented 20 change management programs for new operations and polices in 3-8 months. Aligns stakeholders through effective communication & leadership.
• Identifies internal and external strategic opportunities impacting growth and profitability.
• Developed, implemented, and expanded service offerings, yielding $500K in new business. Educated and trained 80 employees and leaders on go-to-market strategy.
• Implemented new SOPs for managing programs of technical, design, branding, and strategy projects for entire organization. Educated department leaders on new procedures and trained 100 employees.
• Leads operations and business development initiatives for department of 6
• Managed P&L for $700K department. Hired & trained new staff, implemented new resource management procedures, developed work plans, and established industry relationships. Shares knowledge through panels, presentations, and media interviews.
• Responsible for scoping projects, proposing costs, and pitching for 100 annual business prospects. Effectively communicates complex ideas to diverse audiences to win work.

Nov 2017 – Dec 2018 · 1 yr 1 mo

• User Research
• Facilitated 100+ focus groups, workshops, interviews, visioning sessions, and utilization studies to assess an organization’s workplace environment and provide innovative solutions on physical space, technology, policies, and culture.
• Business Plan Development
• Created and rolled out Change Management Business Plans to minimize business disruption and support user adoption – outlining governance, implementation, impact assessment, sustainment plan, and KPIs.

Jul 2017 – Oct 2017 · 3 mos · New York City Metropolitan Area

• Led multidisciplinary focus groups with leaders to gather insights and foster ideation
• Partnered with $3B revenue generating product development team to conduct market research, design, test, and launch new line of ADA compliant hardware for commercial use.
• Developed LEED scorecard for $27B global bank to achieve sustainability goals.
• Hired, trained, and supervised research study staff for ethnographic research for Amazon. Analyzed 70,000 data points and presented findings to inform a $5B investment decision.

Jun 2016 – Jul 2017 · 1 yr 1 mo · New York City Metropolitan Area

• Directed the construction of 100,000 sq. ft. projects from demo to move-in
• Monitored and supervised the construction of corporate office spaces for international companies: the UK Mission, Schroders, & Dentsu Aegis Network. Led 15 subcontractor teams in day-to-day operations, making complex decisions in a high-pressure environment.
• Partnered with building management, executives, architects, engineers, city government officials, and inspectors to construct spaces on time. Interpreted CAD drawings on site.

Jul 2013 – Aug 2015 · 2 yrs 1 mo

• Managed team of 6 for evaluating 10 US site locations for $6.5B civil engineering company
• Performed 70 client interviews across Skanska’s US offices to assess current processes and systems in preparation for organizational changes and restructuring.
• Conducted thorough data analysis and delivered 50 recommendations on policies, technology, processes, culture, and leadership.
• Directed global training for COOs on new international standards for $1.3T company
• Led the development and rollout of a client’s international program governance standards, as mandated in new U.S. Federal Reserve regulations. Analyzed and provided clarity on ambiguous federal guidelines.
• Created and conducted training for 6 COO division managers on new processes and responsibilities. Delivered tasks ahead of the 5-month project timeline. Deliverables created were published to the client’s global intranet site.
• Established and led global PMO of 65 ongoing IT projects for $1.3T company
• Created program dashboard and communicated project status, operational developments, and resource plan to executive leadership team on daily/weekly basis to drive key leadership decisions. Identified, assessed, and managed potential risks for all 65 projects.
• Established stakeholder alignment in a global cross-functional matrixed organization. Recognized for effectively managing and fostering professional development of staff.

Aug 2011 – Aug 2013 · 2 yrs

• Led financial modeling, cost analysis, and digital transformations for $70M+ Defense agencies
• Developed a comprehensive cost model of Navy CIO’s 24 data centers in the US to identify potential infrastructure inefficacies. Created strategic plan in response to Federal policy to reduce IT business costs by $2 billion.
• Lead development of strategic roadmap and Business Case for a mission-critical Federal agency. Efforts enabled stakeholder buy-in and stable funding for $71M.
• Managed team of 4 for digital transformation of financial management systems for Commander, Navy Installations Command. Programmed, designed, and tested new modules. Authored business requirements and test plans for 10 design phases, ensuring program, stakeholders, and systems are aligned.
• Created technical training book and training modules for the CFTC
• Solely developed and presented training sessions for 40 on new budgeting system for the organization’s $800M budget. Authored custom 100-page training book and materials.
• Received accolades from executive leadership on breadth and depth of all training sessions.
• Directed team of 15 for recruiting events and programming for engaging new talent
• Led team on planning, coordinating, and executing 20 annual recruiting events. Developed programs and held weekly status team calls to assign tasks based on individual capabilities and professional development.

Jun 2010 – Aug 2010 · 2 mos · Washington DC-Baltimore Area

Jun 2009 – Aug 2009 · 2 mos · Flemington, NJ