01 — 03
Selected work
How the work was framed, the calls that were made, and what changed.
- 0125%Reduction in operational costs through process optimization and automationRead
WealthTech Operations · M&A Integration
Post-M&A Direct Billing & Operational Cost Transformation
Centralizing advisor billing and compensation across a $24M revenue base while integrating acquired firms.
- 02ConsolidatedDuplicative marketing technologies retired while expanding Agentic GTM capabilityRead
Marketing & Revenue Technology
Agentic RevTech & MarTech Consolidation
Shifting a global revenue technology stack from traditional execution to Agentic-led operating models.
- 0335%Reduction in lead conversion time via redesigned routing and journey buildersRead
CRM Transformation · Data Migration
Salesforce CRM Transformation & 20M-Record Migration
Delivering a full Salesforce deployment and migrating 20M+ records while cutting lead conversion time by 35%.