Analytics Strategy · Coaching · Speaking

Turning data into
decisions that move.

I help investment firms and healthcare systems build analytics infrastructure, deploy AI pragmatically, and develop leaders who can translate data into action. Then I hand it off so you don't need me anymore.

$11B+
Portfolio infrastructure built
20+
Years analytics leadership
70%
Manual workflow reduction
ICF
Certified executive coach

Three capabilities.
One advisor.

Most consultants specialize in one. I combine all three — because analytics transformation doesn't happen in a silo.

Analytics Strategy

I build the infrastructure, deploy the AI, and create the visualizations — myself. No delivery team, no handoff risk. Your data starts driving decisions, not collecting dust.

  • Data architecture & Snowflake implementation
  • AI use-case evaluation & deployment
  • Executive dashboard design
  • Fractional Chief Analytics Officer

Executive Coaching

ICF-certified executive coach. I help leaders navigate data-driven transformations and build cultures where truth-telling is rewarded, not punished.

  • One-on-one executive coaching
  • Team facilitation & development
  • Presentation & storytelling coaching
  • Leadership development programs

Speaking & Workshops

Keynotes and workshops on turning analytics from a cost center into a strategic advantage. Real stories, practical frameworks, no buzzword bingo.

  • AI pragmatism (when NOT to use AI)
  • Data storytelling that moves money
  • Building analytics cultures
  • The 3-Pillar Framework deep dives

The 3-Pillar Analytics Framework

Every successful analytics transformation requires all three. Most organizations are only investing in one.

01

Infrastructure

Scalable Snowflake architecture, automated pipelines, data governance. Without this foundation, AI and dashboards are expensive guesswork. I build systems your team can run after I leave.

02

AI Innovation

Pragmatic deployment with go/no-go rigor. I'll tell you when AI isn't the answer — and save you the pilot that was going to fail. When it is the answer, I build it with human-in-the-loop safeguards.

03

Storytelling

Visualizations that pass the "glance test" — insight is immediate, not hidden. If your team can't explain it in 30 seconds, I rebuild it until they can.

What I've actually built

Not theory. Not slides. Infrastructure and outcomes at scale.

Analytics Infrastructure

Investments Analytics Command Center

Five disconnected data systems. A portfolio team losing a third of their week to manual reconciliation. Slow decision cycles for an $11B+ investment portfolio.

Unified Snowflake infrastructure. Investment committee prep compressed from days to hours. Sub-5-second dashboard response times.

AI Deployment

Document Automation Pilot

Investment operations drowning in manual document processing — memos, compliance docs, portfolio reports consuming hundreds of analyst hours quarterly.

30-day AI pilot with honest go/no-go evaluation. Identified 2-3 FTE efficiency gains. Recommended scaling 3 use cases, shelved 2 that didn't pass the ROI test.

Leadership Development

Data Team to Strategic Partner

Data teams couldn't communicate insights to executives. Executives didn't trust the numbers. The analytics function was stuck as a cost center.

Leadership facilitation and storytelling coaching. Executives started making faster decisions because they trusted what they were seeing. Analytics became a strategic partner.

Why I went independent

I spent 20+ years building analytics infrastructure for organizations managing billions in institutional assets. I went independent because I kept seeing the same pattern: talented data teams drowning in manual work, AI pilots stalling because the foundation wasn't ready, and executives making slow decisions because they didn't trust the numbers.

I bring three things most consultants can't combine: deep technical execution (I write the code myself), strategic translation (I turn analysis into language that moves budget decisions), and leadership development (I build internal capacity so teams don't depend on me forever).

I take on 2-3 clients at a time. If that sounds like the right fit, I'd welcome a conversation.

ICF Certified Coach

Executive coaching for data-driven transformations

Leadership Facilitator

Evidence-based team development & culture building

20+ Years Analytics

Infrastructure, AI, and visualization at scale

Technical Depth

Snowflake, Python, AI/ML, data modeling

Three ways to engage

I take on 2-3 clients at a time. Every engagement produces tangible outcomes tied to your priorities.

Fractional Executive

$8,500+
per month

Ongoing strategic advisor with on-demand execution. For organizations that need analytics leadership without adding permanent headcount.

  • Monthly strategy sessions
  • On-demand analytics execution
  • Stakeholder & presentation coaching
  • Team capability development
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Advisory

$2,500+
per month

Sounding board for major decisions. For leaders who need a trusted perspective without a full engagement.

  • Monthly advisory calls
  • On-demand email access
  • Decision frameworks & evaluation
  • Vendor & tool assessment
Get Started

When not to hire me

I'm paid to tell you the truth, even when it's uncomfortable. That starts with being honest about fit.

You need ongoing operational reporting. I build the systems; your team runs them. If you need someone to pull the same report every Monday, that's not me.

You want a yes-person. I challenge assumptions — that's why you hire me. If you want someone to validate decisions you've already made, we won't work well together.

You're looking for the cheapest option. I'm premium, and I own that. But I save you money by solving the right problem the first time.

Let's talk about what's
slowing your team down.

A discovery call is 30 minutes. No pitch deck. I'll ask about your analytics challenges, and we'll figure out together whether I can help.