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I am a strategic growth and AI solutions leader with 13+ years spanning financial services and highly regulated sectors. I began my career at Morgan Stanley Wealth Management supporting nationwide advisor networks during a major enterprise merger, and expanded into federal digital transformation with deep expertise in responsible AI, agentic systems, and complex stakeholder sales. I have a proven track record growing portfolios from $1M to $300M+ through consultative selling, data-driven market intelligence, and trusted advisor relationships. I excel at navigating compliance-focused organizations while accelerating AI adoption and technology-enabled transformation, combining technical fluency with strategic relationship management to drive measurable business outcomes.…I am a strategic growth and AI solutions leader with 13+ years spanning financial services and highly regulated sectors. I began my career at Morgan Stanley Wealth Management supporting nationwide advisor networks during a major enterprise merger, and expanded into federal digital transformation with deep expertise in responsible AI, agentic systems, and complex stakeholder sales. I have a proven track record growing portfolios from $1M to $300M+ through consultative selling, data-driven market intelligence, and trusted advisor relationships. I excel at navigating compliance-focused organizations while accelerating AI adoption and technology-enabled transformation, combining technical fluency with strategic relationship management to drive measurable business outcomes.

user1420785

AI Strategy Consultant, Growth Marketer, Marketing Strategist, +2

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I am a strategic growth and AI solutions leader with 13+ years spanning financial services and highly regulated sectors. I began my career at Morgan Stanley Wealth Management supporting nationwide advisor networks during a major enterprise merger, and expanded into federal digital transformation with deep expertise in responsible AI, agentic systems, and complex stakeholder sales. I have a proven track record growing portfolios from $1M to $300M+ through consultative selling, data-driven market intelligence, and trusted advisor relationships. I excel at navigating compliance-focused organizations while accelerating AI adoption and technology-enabled transformation, combining technical fluency with strategic relationship management to drive measurable business outcomes.…I am a strategic growth and AI solutions leader with 13+ years spanning financial services and highly regulated sectors. I began my career at Morgan Stanley Wealth Management supporting nationwide advisor networks during a major enterprise merger, and expanded into federal digital transformation with deep expertise in responsible AI, agentic systems, and complex stakeholder sales. I have a proven track record growing portfolios from $1M to $300M+ through consultative selling, data-driven market intelligence, and trusted advisor relationships. I excel at navigating compliance-focused organizations while accelerating AI adoption and technology-enabled transformation, combining technical fluency with strategic relationship management to drive measurable business outcomes.

Available to hire

I am a strategic growth and AI solutions leader with 13+ years spanning financial services and highly regulated sectors. I began my career at Morgan Stanley Wealth Management supporting nationwide advisor networks during a major enterprise merger, and expanded into federal digital transformation with deep expertise in responsible AI, agentic systems, and complex stakeholder sales.

I have a proven track record growing portfolios from $1M to $300M+ through consultative selling, data-driven market intelligence, and trusted advisor relationships. I excel at navigating compliance-focused organizations while accelerating AI adoption and technology-enabled transformation, combining technical fluency with strategic relationship management to drive measurable business outcomes.

Skills

Experience Level

Expert

Expert

Expert

Expert

Intermediate

Language

English

Fluent

Work Experience

Growth & Strategy Manager – National Labs Portfolio at Accenture Federal Services (AFS)

May 1, 2025 - Present

Led strategic account management and complex solution sales across the Department of Energy's 17 National Laboratories, managing a $300M annual portfolio and serving as the primary relationship owner for high-value federal contracts. Transformed go-to-market strategy by implementing data-driven opportunity identification, AI-powered competitive intelligence, and consultative sales methodologies that increased win rates by 35%. Built trusted advisor relationships with C-suite laboratory leadership and government decision-makers while orchestrating cross-functional proposal teams to deliver tailored solutions aligned with technical innovation priorities and federal funding cycles.

Manager – Technology Engagement at Accenture Federal Services (AFS)

August 1, 2022 - March 1, 2025

Directed transformation of the Global Engagement Center Tech Challenge at the Department of State, a flagship innovation program crowdsourcing tech-enabled solutions to combat disinformation. Revitalized the five-year initiative by reengineering operations, implementing KPI frameworks, and driving alignment across government, private sector, and international partners.

Senior Associate at Eagle Hill Consulting

April 1, 2021 - August 1, 2022

Led post-COVID transformation of FDA's fragmented hiring systems, assessing systemic breakdowns across 30+ disconnected tools and rebuilding trust with risk-averse stakeholders. Directed cross-functional teams in developing human-centered, data-informed recruitment strategy that restored operational confidence, increased equity, and improved access to public health careers at scale.

Senior Investment Risk Analyst at Morgan Stanley Wealth Management

August 1, 2012 - July 1, 2014

Provided strategic support and relationship management to Financial Advisors, Branch Managers, Regional Risk Officers, and Complex Service Managers across 200+ nationwide wealth management facilities during the Morgan Stanley/Smith Barney merger. Served as a national subject matter expert on advisor redistribution technology, translating regulatory requirements into actionable business insights. Protected $900M in client assets during the enterprise merger and drove adoption of new technology across 200+ branches with high user satisfaction.