Transformation Strategy Leader

Business & Digital Transformation, GTM, and AI

Location Flexible | English (Native) | Spanish (Fluent)

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Executive Summary

Transformation strategy leader with 14+ 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. Selected as Future Leader of AI Delegate and Speaker for Operationalizing Responsible AI for Columbia University.

Effective influencing at the C-suite level and working hands-on with teams. Advised 20+ businesses generating $105M+ in combined revenue through trusted executive advisory relationships and aligning cross-functional stakeholders to drive meaningful business change.

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
  • Revenue Channel Development

Execution & Change

  • Change Management (ADKAR, PROSCI, Kotter)
  • Cross-Functional Program Management
  • OKR & 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 operating model design and governance frameworks for a global franchise network of 1,000+ partners and 5,000+ students, building the planning cadence and OKR structure that let marketing, sales, customer success, and education teams execute independently across markets and time zones.

GTM Strategy, Operating Model Design, Cross-Functional Execution

AI Workflows & Governance Frameworks, OKR & Planning Cadence

Knowledge Management, Global Webinars & Live Training Events, Learning Management Systems

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, OKR Development

Technical Team Leadership

Engineering collaboration and SaaS platform strategy

Change Management

ADKAR methodology, Scrum facilitation, KPI frameworks

Revenue Growth

Drove revenue growth through data-driven sales strategies and optimized acquisition funnels

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.

Structured Analysis, Scenario Planning, Operational Planning, Intelligence Synthesis, Senior Leadership Support

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.

Change Management, Organizational Behavior, Training & Facilitation, Communication Programs.

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. Future Leader of AI Delegate and Speaker on ‘Operationalizing Responsible AI’.

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

Beyond the Resume

A peek into the passions and pursuits that drive my personal growth and diverse skill set.

Blackbelt Instructor

Cultivating discipline, focus, and leadership through martial arts instruction.

Ironman Finisher

Demonstrating extreme endurance, mental fortitude, and unwavering determination.

Public Speaker

Engaging and inspiring audiences with clear, compelling communication.

Personal Development Coach

Empowering individuals to unlock their full potential and achieve their goals.

Let's Connect

Bringing clarity, structure, and execution to complex business challenges, driving sustainable growth and organizational performance.

Executive Advisory

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

Strategy Leadership

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

Digital Transformation & AI

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