Data & IT consulting

I help solo operators and founders build the systems that let them scale.

I help you configure and identify the optimal systems, reports, and workflows to keep your business running smoothly — grounded in twelve years leading data and analytics inside large, regulated financial firms.

Experience

12+ yrs · finance & data
Data leadership
12+ years leading data & analytics inside large, regulated financial services firms
Acquisition integration
$110B+ in combined assets — data integration behind BMO's acquisitions of Bank of the West and GE Capital's Transportation Finance business
Business fluency
CEPA · CM&AP · B.S. Financial Counseling & Planning, Purdue — the business vernacular that comes from years spent this close to the data.

Contact

Direct & by form

Reach out directly, or send a note — I reply within a couple of business days.

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