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Business Development and Market Strategy
 | Venture Development Plan.
Developed plan for investors, corporate sponsors, and government entities for public/private enterprise, now a recognized and profitable success. Worked with Board to hone business model and management practices. Built action planning tools to focus priorities and resources.
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 | Capital Markets Acceptance Plan.
Developed internal and external plan for $500M professional services firm seeking to increase presence and effectiveness with institutional investors and top tier investment banks.
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 | Business Growth and
Product Strategy.
Challenge: Growth stalls for an important product in
a financial services company’s portfolio.
Solution: Devised and implemented product and
technology strategy to transition stock market analysis software to
a real-time B2B online service.
Benefits: Enhancements supported expanded global
markets and additional revenue streams by allowing premium and
subscription-based services as well as customized data products.
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 | Business and Technology Strategy.
Acting CTO/CIO of a global syndicated loan trading system and
information portal. Member of executive team coordinating technology
and business strategy. Led technical execution from conception to
launch. Designed and rolled out auction-based trading architecture
using Internet technologies and security certificates. Managed
integration with third-party developers and hosting services.
Established technical and marketing alliances with trading partners.
Defined revenue sharing, cross-marketing and data exchange
agreements with S&P and other research suppliers.
Implemented and tested quality control, security, backup and
disaster recovery procedures. |
 | Business and Product Strategy.
Led business growth strategy for a software development and
e-commerce infrastructure firm. Worked with principals to optimize
service mix, target sales and restructure organization. Revamped
pricing and project management to increase margins and revenue
growth. |
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