Transformation Strategy Leader
Business & Digital Transformation, GTM, and AI

Dallas, TX | Location Flexible | English (Native) | Spanish (Fluent)

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Executive Summary

Transformation strategy leader with 12+ years of experience solving complex or ambiguous business challenges by bringing clarity and structure that drives measurable results.

My background, work history, and education coalesce to diagnose the real problem and build strategic plans and roadmaps that enable teams to execute and deliver KPI-driven results aligned with company strategy.

My MBA and MS in Information and Knowledge Strategy (STEM), give me both the technology and business knowledge to align technical requirements and revenue goals to drive growth.

Advised 20+ businesses generating $105M+ in combined revenue through trusted executive advisory relationships and aligning cross-functional stakeholders to drive meaningful business change.

Effective influencing at the C-suite level and working hands-on with teams. Selected as Future Leader of AI Delegate and Speaker for Operationalizing Responsible AI for Columbia University.

Core Competencies
Strategy & Transformation
  • Transformation Strategy
  • Strategic Roadmap Development
  • Operating Model Re-Design
  • Organizational Diagnosis
AI & Digital
  • AI Strategy & Governance
  • Digital Transformation
  • Data Analytics
  • Information & Knowledge Management
Go-to-Market
  • Go-to-Market Strategy
  • ROI Modeling
  • Executive Advisory
  • C-Suite & Stakeholder Engagement
Execution & Change
  • Change Management (ADKAR, PROSCI, Kotter)
  • Cross-Functional Program Management
  • KPI Development
  • Workforce Training
2024 – Present
AI & Digital Transformation
Senior Consultant

15+ AI and Digital Transformation Engagements Providing Measurable Growth

Advise C-suite and senior leaders across 15+ different business types on AI-enabled roadmaps, governance frameworks, and digital transformation strategy. Lead organizational diagnosis, develop business cases, and facilitate executive workshops to align stakeholders around priorities. Engagements consistently extend beyond original scope based on delivered results.

Digital Transformation Strategy
AI-Enabled Roadmaps
Business Case Development
C-Suite Workshop Facilitation
Technology Adoption Frameworks
Organizational Diagnosis
2021 – 2024
Digital Information Products
Director of Global Product Strategy & Partner Success

Owned GTM strategy, operating model design, and governance frameworks for a global franchise network spanning marketing, sales, customer success and UX, and online education. Directed cross-functional execution across markets, cultures, and time zones, drove $24M+ in revenue in 18 months, and built the operating cadence that allowed the organization to scale independently.

GTM Strategy & Operating Model Design
AI Workflows & Governance Frameworks
Cross-Functional Execution & Knowledge Management
2017– 2020
FIN-TECH
Director of Operations & Revenue

6X MRR Growth ($500K to $3M) Through Full Organizational Diagnosis and Platform Modernization

Led full organizational and process diagnosis, partnering with engineering and product teams in Agile sprints to redesign the proprietary SaaS lending platform. Directed technical teams through iterative delivery cycles, built the partner network that drove 6X MRR growth, and managed concurrent workstreams across sales, operations, compliance, and technology while coaching junior team members.

Business Transformation

Process redesign and Agile delivery across the full organization

Technical Team Leadership

Engineering collaboration and SaaS platform strategy

Change Management

ADKAR methodology, Scrum facilitation, KPI frameworks

2014 – 2017
Defense Technologies
Strategic Accounts Manager, Latin America

Managed a $50M+ Latin America portfolio, securing multimillion-dollar government and defense contracts for a Fortune 100 partner. Served as the connective point across executives, legal, engineering, sales, marketing, product, and post-sales teams from first conversation through long-term client success.

Strategic Advisory & Government Contracts
Market Entry Strategy & Deal Architecture
Cross-Functional Coordination & Product Delivery
Intelligence & Communications Skills
2004 – 2010
Military Intelligence Gathering

Synthesized intelligence in dynamic multinational environments, supporting senior leadership decisions amid evolving conditions and competing priorities. Developed structured analysis, scenario planning, and operational planning expertise.

2010 – 2014
Corporate Trainer & Regional Communications Manager

Led and delivered leadership, sales, and communication programs for 5,000+ professionals across Florida and Caribbean markets, including enterprise participants from organizations such as Norwegian Cruise Line. Built core expertise in change management and organizational behavior.

Education
Columbia University - Master of Science (STEM)

Information & Knowledge Strategy, AI Concentration
Allows me to transform information into strategic assets by leveraging AI, analytics, and knowledge systems to improve organizational performance, decision-making and increase value.

Master of Business Administration (MBA)

Allows me to drive organizational growth and innovation by integrating strategy, leadership, finance, and operational excellence to improve business performance.

Interdisciplinary Studies, Social Sciences

Allows me to solve complex challenges by integrating diverse perspectives, understanding human systems, and collaborating across disciplines to create practical solutions.

Certifications
Stanford University
  • Generative AI, Technology Business & Society
  • Business Opportunities and Applications of Generative AI
  • Technical Fundamentals of Generative AI
  • Human-Centered Generative AI
Amazon AWS
  • Cloud & IT Certificate
AI Consulting
  • Certified AI Consultant: Workflow Optimization
Career Impact at a Glance
$24M+
New Franchise Revenue

Generated in just 18 months across a global franchise network

6X
MRR Growth

Scaled from $500K to $3M in less than one year

1,200+
ISO Partners

Partner network scaled from scratch

$50M+
Latin America Portfolio

Enterprise SaaS, defense, and government contracts

20+
Transformation Engagements

Business transformation engagements delivered

10K+
People Led Globally

Workshop participants led across global markets

Let's Connect

Transformation Strategy Leader bringing clarity, structure, and execution to complex business challenges that drive sustainable growth and organizational performance.

Dallas, TX | Location Flexible

Executive Advisory

Trusted C-suite partner for navigating complex, ambiguous business challenges

Strategy Leadership

Cross-functional program leadership driving KPI-aligned, measurable results

AI & Digital Transformation

Strategy, governance, and AI-enabled roadmaps for forward-thinking organizations