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Work Background
Strategic Merger and Acquisitions LLCCEO | Founder
Jan. 2025Greater Minneapolis-St. Paul AreaCEO and Founder of strategy and M&A consulting services for women- and minority-based businesses. We provide comprehensive services from business strategy planning and pre-valuation preparation through post-deal integration services (was part of Mosaic Journeys, LLC during initial design and prior to official launch in 2025.)
Collaborative Edge Consulting (aka Mosaic Journeys, LLC)Principal Managing Partner
Jul. 2018Greater Minneapolis-St. Paul AreaBusiness and Management Consulting: strategy, M&A*, product design, marketing, HR services* and program/project management. Spearheaded both internal and client-initiated strategic and/or post-acquisition integration initiatives. Clients include: Piper Sandler & Cos., U.S. Bancorp Asset Management, and Royal Bank of Canada (RBC). Highlights:
• Designed & launched a Health and Wellness HR benefits program to increase productivity, employee engagement, and empower employee health well-being.
• Designed & launched a Merger & Acquisition niche consulting business to empower women and minority business owners in M&A (now Strategic Merger & Acquisitions LLC)
• Drove 6 different financial service post-acquisition business process and systems integration initiatives with cross-functional teams, all resulting in streamlined operations and reduced costs.
• Managed large enterprise website transformation initiative involving cross-organizational team and 4 vendors, for competitive positioning and functionality.
• Led SaaS upgrades & migrations of various vendor platforms for operating efficiencies.
• Delivered 7 risk/regulatory compliance efforts to reduce business risks. *M&A services became separate company in Jan. 2025 and HR Services became separate company in mid-Dec. 2024.
Project Consulting GroupAssoc. Partner, Strategy Practice Director, Senior Consultant
Mar. 2012 - Jul. 2018Greater Minneapolis-St. Paul AreaSpearheaded both internal and client-initiated strategic and/or post-acquisition integration initiatives for Wells Fargo Mortgage, Wells Fargo Human Resources, Cardiovascular Systems Inc., Daikon North America, St. Jude Medical, Zimmer Spine, and PMI Minnesota. Highlights:
•Designed and led niche Strategy and M&A consulting practices. •Led #1 U.S. mortgage lender initiative to tighten Settlement Agent Strategy, reducing fraud risk. •Managed three post-acquisition integrations for operational efficiency. •Led annual strategy planning for two organizations, one aiming for #1 U.S. sales. •Spearheaded national launch of a coronary medical device, tripling annual revenue. •Drove CEO-mandated launch of three employee benefit programs for 260,000 employees in less than 2 months, exceeding 1st year uptake targets by 10%. •Overhauled corporation’s performance rating model to binary via Agile in 4.5 months (& rolled out to 260,000 employees).
•Managed HR pay plan updates and led Lean Assessment for end-to-end displacements process redesign. •Directed CRM, PPM, and inventory tracking strategy and tool selections for medical device firms. •Assessed marketing strategy to enhance medical device website design and positioning.
•Provided Executive Team training on Business Continuity Planning (BCP).
Folio DynamixClient Implementation and Project Management
Dec. 2009 - Dec. 2011New York, NY/Mpls., MNPlayed myriad of roles at start-up wealth advisory product platform provider, first as a consultant, then as an employee - provided product research and business development analysis and requirements of Rep as Portfolio Manager functionality and reports, contributed to daily time-weighted and dollar-weighted performance calculations and reports, and provided input into tax lot accounting logic and QA, assisted with data integrations including custodial nightly and intra-day interface file mapping of customer, position, balance, transaction and trading files. Also led client implementations and onboarding of multiple new client-firm UMA, SMA & Rep as PM advisory programs onto the platform.
Strategic Concurrency ConsultingPresident and Owner
Jul. 2007 - Dec. 2009Strategic Concurrency ConsultingSpecialized in financial services firms in the areas of strategy, alignment, design, development and marketing of private wealth products, investment advisory products, and unified managed accounts.
Ameriprise Financial AdvisorsDirector - Product Strategy and Development
May. 2004 - May. 2007Led product strategy and development for industry leader mutual fund wrap program, SPS Advantage. Also collaborated on several strategic initiatives including design and development of strategic pricing, financial planning strategy, managed account and unified managed account strategy and new product development.
Ameriprise Financial AdvisorsManager - Product Development
Mar. 2002 - May. 2004Led product development of industry leading mutual fund wrap product, SPS Advantage. Collaborated across the organization on other development initiatives as an investment advisory stakeholder and liaison.
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