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Work Background
Overture Strategy GroupCo-Founder
Aug. 2025Cambridge, Massachusetts, United StatesWe help organizations grow by building the leadership capacity of their teams. At OSG, we work directly with executives, high-potential leaders, managers, and strategic teams to align people and performance—especially during periods of growth, transition, or change. Our role blends executive coaching, team development, and hands-on operational support to turn strategy into real-world execution.
EPFRAdvisor to Chief Executive Officer
Aug. 2024 - Jan. 2025Boston, Massachusetts, United States
EPFRChief Executive Officer
Oct. 2022 - Sep. 2024Boston, Massachusetts, United StatesLed EPFR's carve-out from Informa into a standalone, PE-backed business under Montagu ownership. Full P&L responsibility across legal entity formation, infrastructure rebuild, pricing transformation, organizational restructuring, and board/investor governance. Carve-out & Transformation: Led full separation from Informa, establishing legal entities across 5 jurisdictions, executing TSAs, and rebuilding core infrastructure while maintaining uninterrupted commercial performance. Strategic Leadership: Built and presented value creation plans and multi-year strategy (2022–2025). Led board reporting, investor dialogue, and PE governance. Pricing & Commercial Transformation: Led external consulting engagements to redesign packaging, discount structures, and sales enablement, aligning pricing strategy with frontline execution and strengthening commercial discipline. Organizational Design: Built and evolved leadership team structures, implemented systematic succession planning, and led restructures, including redundancies, to align leadership capacity with strategic priorities.
Informa Financial IntelligenceManaging Director
Jun. 2021 - Oct. 2022Cambridge, Massachusetts, United StatesLed the IFI vertical as Managing Director of the broader IFI division, a 260-person vertical spanning multiple product lines, with responsibility for P&L, cross-functional leadership, and divisional strategy. M&A & Partnerships: Led acquisition evaluation, directed due diligence, and built strategic partnerships to expand product reach and market position. Sales Transformation: Restructured key account management, implemented process improvements, and built coaching and performance frameworks to strengthen accountability and commercial execution.
Informa Financial IntelligenceHead of EPFR | iMoneyNet at Informa Financial Intelligence
Jun. 2018 - Jun. 2021Cambridge, Massachusetts, United StatesLed EPFR as a business unit within Informa Financial Intelligence, expanding the leadership team and driving commercial growth. Integrated iMoneyNet, TrimTabs, and PlacementTracker into the EPFR offering.
EPFR | Informa Financial IntelligenceProduct Manager
Jan. 2016 - May. 2018Cambridge, MassachusettsTransitioned into product management to help position the business through its integration into Informa, leading the rebuild of the core web application and the release of a multi-million dollar product line.
EPFR | Informa Financial IntelligenceDirector of Client Services
Mar. 2010 - Jan. 2016Cambridge, MassachusettsJoined EPFR in 2010 as an independent startup. Built and scaled client services function supporting hundreds of clients. Drove integration and adoption with SalesForce across business operations.
SonicbidsPromoter Relations Representative
May. 2007 - Jun. 2008• Personally managed 500 accounts, including the company's top grossing client
• Focused on building relationships in order to maximize sales from existing clients
• Scheduled all customer marketing requirements and handled all support requests for accounts
SonicbidsLead Listing Services Representative
Jan. 2007 - Oct. 2009Boston, Massachusetts, United StatesProgressed from Intern to Lead Listing Services Representative, ultimately managing 2,500+ accounts and leading a team of four.
SonicbidsPromoter Relations Intern
Jan. 2007 - May. 2007• Created custom solutions for clients such as John Lennon Songwriting Contest, National Association for Campus Activities and International Songwriting Contest
• Organized and created outward facing sales listings in the site backend
• Wrote descriptions of client's events and projects, which directly impacted sales
The Militia Group / SonyExecutive Assistant
Aug. 2005 - Jan. 2006• Called retailers to ensure they had albums, displays, and other added value items in store
• Organized press kits, including album information and reviews, show reviews, band interviews
• Created The Militia Group Podcast, including all recording, mixing, and writing of all RSS code for podcast to be available in iTunes, Juice, etc.
PioneerTeller
Nov. 2001 - Jan. 2004• Handled customer transactions on a daily basis, including deposits, withdrawals and transfers • Acted as outward face of the company, answering questions and providing financial advice • Completed various administrative tasks including photocopying, typing and answering phones
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