CONSULTING
COACHING
Transforming Careers and Business
ABOUT ME
I spent thirty years running large technology and operations organizations in financial services, most recently as Managing Director and CIO at Prudential Financial and, before that, as Partner and Co-Head of Global Technology and Operations at AllianceBernstein. I’ve led organizations of more than 900 people, managed budgets of $200 million, and served on the boards of DTCC and a Morgan Stanley venture. Along the way I held Managing Director roles at UBS, Deutsche Bank, Morgan Stanley, and Merrill Lynch.
Developing leaders was a constant part of that work, and it’s now the whole of it. I coach technology and operations executives who are stepping into larger roles, moving from tactical delivery to strategic leadership, or working out what comes next in their careers. I also bring current, hands-on knowledge of AI: I completed the University of Texas at Austin postgraduate program in AI and machine learning and am pursuing a Master of Science in Generative AI at CUNY. That matters for leaders who have to make decisions about AI without being specialists themselves.
Associate Certified Coach (ACC), International Coaching Federation · Board Certified Coach (BCC), Center for Credentialing & Education · Certified Genos Emotional Intelligence Practitioner · M.S. and B.S., Carnegie Mellon University
Sharper judgment
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Clearer communication
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Stronger teams
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Decisions you can defend
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Sharper judgment · Clearer communication · Stronger teams · Decisions you can defend ·
My services
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Career Strategy
Where you want to go, what’s in the way, and a plan with checkpoints to get there. Most of my clients are senior technology leaders weighing a bigger role, a change of direction, or an internal move. We define what success looks like, identify the two or three behaviors that matter most, and build a plan you can measure against.
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Executive Coaching
One-to-one work for leaders in transition: a new CTO building a 90-day plan, a strong deliverer who needs to be seen as strategic, an executive learning to manage up to a board. Where it helps, I ground the work in a Genos 360 emotional intelligence assessment, so you start from how colleagues actually experience you rather than from self-report alone.
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Business Transformation
Advisory work on technology transformation, investment management infrastructure, risk management, and operations. I’ve led these programs from the inside, including a $500 billion Aladdin implementation and an enterprise finance transformation across fifteen agile teams, and I know where they go wrong.
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Strategic Implementation
Turning a strategy into a plan people will actually execute: sequencing, staffing, governance, and the conversations that have to happen before the work starts. I work alongside the leader through execution, not just at the kickoff.
Representative engagements
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New Leader Onboarding
A newly appointed CTO at a healthcare industry company needed credibility fast in an organization with aging technology and a department the owners didn’t fully understand. We built a 90-day plan across four workstreams: current initiatives, stakeholder relationships, the technology itself, and the team. The CTO moved the organization forward on cloud migration and staffing far faster than a conventional ramp-up would have allowed.
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Tactical to Strategic
A technology leader at a financial services firm had a strong delivery record but was seen as tactical. We reframed four things: building a team that could carry delivery without him, executive presence, speaking in business outcomes rather than project status, and saying no when it mattered. By the end of the engagement he had been named to a highly visible role on a new strategic initiative.
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Career Redirection
A senior technology leader in financial services needed out of a difficult situation and into a different environment, without leaving the firm. We clarified the kind of role that fit, then built a strategy for an internal move: target groups, advocates, and how to position his experience for a different leadership need. The result was an internal role aligned with where he wanted to go.
MY PROCESS
We start by defining what success looks like for you, in terms you’d recognize six months from now. Then we pick the two or three behaviors that will make the biggest difference and build a plan with checkpoints we can measure against. Where it helps, I use a Genos 360 emotional intelligence assessment so we begin from how your colleagues actually experience you. Sessions are direct and practical. You’ll leave each one with something to do before the next.
“Will Rogers is credited with saying that good judgment comes from experience, and experience comes from bad judgment. Coaching is the shorter route: the judgment without the full tuition.”
LET’S CHAT
Time to take the first step towards your dreams.
A free thirty-minute conversation to see whether we’re a fit.