- Joint Venture Creation for Top 5 US Bank:
Team lead for the effort that developed the joint venture (consisting of a business plan and operating model) between JPMorganChase and other financial institutions. The entity eventually went public and has become the premier independent Web-based technology services company that automates and accelerates the entire automotive financing process between automobile dealers and lenders.
- Joint Venture between Top 5 US Bank and Lease Analytics Company:
Senior advisor to the project team that developed the cooperative venture. Activities included building the business context, business plan, and operating model and then executing against this plan to build the business later named ALG.com. The powerful lease comparison tool was acquired by the aforementioned JV in 2005
- Board Advisory (startup):
Board advisory (6 yrs) to a technology and consulting startup that was a provider of productivity products and services to the nonprofit sector.
- Business Advisory (startup):
Currently serving as business advisor to a startup consultancy that provides performance measurement, benchmarking and impact analysis for public sector and nonprofit sector clients.
- De Novo Online Bank:
Developed the business strategy (business plan and operating model) for an online bank targeting retail and small business customers using a unique affinity strategy built around social responsibility.
- Regional Bank Holding Company:
Co-lead of the team that developed the business and marketing strategy and later conducted implementation of a niche retail online bank targeting life stages including branding, new product development, and communication.
- Large US Regional Utility Corporation:
Developed a business unit strategy for a new business unit being created to cope with dramatic regulatory changes. Objectives were to establish a direction for the group, develop a 5 year business strategy and action plan, determine the appropriate level of investment, and clarify the overlaps and interfaces of the new business with other business groups. Lead the financial analysis effort to quantify costs and benefits over a ten year horizon. Other supporting tasks included conducting the industry, competitor, and company analysis; developing and evaluating strategic direction options in light of current company capabilities; conducting the gap analysis to determine the best strategic direction for the corporation; developing the implementation plan to support the new business unit strategy.
- Large Ticket Lease and Off-lease Auction Portal (Targeting Aerospace, Rail, and Printing Industries):
Senior advisor to business plan development and fund raising efforts for an online exchange targeted at the $226 billion equipment leasing industry. The Company meant to leverage the inexpensive distribution powers of the Internet to match equipment borrowers (lessees), such as airlines, railroad and manufacturers with equipment lenders (lessors), such as GE Capital and Citibank in an online auction environment. The current process is highly manual and highly relationship oriented with poor visibility to market information and pricing. Initially the Company would target larger equipment transactions (greater than $250,000) in the aircraft, railcar and industrial equipment segments.