Futurist · Entrepreneur · Investor · Consultant · Educator
Business strategy & advisory
I bring experience as a founder, investor, fractional COO/CMO and growth advisor to companies making hard choices about where to focus, how to execute, and when to change course.
Four ways to work together
These examples help clarify fit. Scope, budget, decision rights and support are agreed before any engagement.
Strategic Growth Advisory
For founders and CEOs with a product, a market hypothesis, or a growth plan that needs sharper evidence.
Example workPossible outputs: decision memo, prioritized test plan, scorecard, pitch critique or operating roadmap.
Discuss growth advisory ↗Fractional Executive Leadership
For lean teams needing cross-functional leadership without a full-time executive commitment.
Example workPossible outputs: explicit mandate, weekly operating routine, role agreements and reviewed decisions.
Discuss fractional leadership ↗Leadership & AI Transformation
For leadership teams deciding where AI is useful, where it is inappropriate, and how to keep accountable people in charge.
Example workPossible outputs: AI decision brief, governance questions, risk owner map and review plan.
See responsible AI approach ↗University lecturing & executive education
For universities, accelerators, and executive education programs seeking practical teaching in entrepreneurship, pitching, growth, leadership, and responsible AI.
Possible formats: a guest session, a short course, a university lecture series, or a tailored executive workshop.
Discuss a teaching engagement ↗Engagement formats
Focused session
Prepare the issue, review the options together, and leave with a clearer decision, assumptions to test and owners for next steps.
Bounded project
Review a defined business question, interview relevant stakeholders, examine evidence and deliver a practical recommendation for the leadership team.
Ongoing role
Take on an agreed recurring mandate, join decision reviews and help the team execute while its own capabilities develop.
Every engagement needs a clear scope, authority, confidentiality terms, realistic capacity and commercial agreement. The examples are not fixed offerings or outcome guarantees.
Selected business experience
Specific challenges and contributions, with outcomes described in proportion to the available evidence.
MsMoney.com · Founder & CEO
$1 million
Wells Fargo engagement
Challenge: Creating coherent financial information and a more usable bank website.
My contribution: Negotiated and led the MsMoney engagement to help design and rebuild Wells Fargo's entire website, host it until it went live, participate in focus groups and build a financial education center.
Observed outcome: A $1 million contract delivered with the MsMoney team. The education center was made available to the bank's roughly ten million customers at the time, a potential audience rather than measured usage.
ChroniFI · Fractional COO/CMO
4.5% → 17–25%
Visitor-to-signup conversion, before and after site changes
Challenge: Making a novel financial wellness product easier to understand and finding economical growth.
My contribution: Worked on positioning, channels and website conversion, then encouraged the founder to explore partnerships and acquisition conversations while choices remained.
Observed outcome: After the changes, signup conversion was reported at 17% to 25%, up from approximately 4.5%. These are signups, not paid subscriptions. Traffic mix and other factors may have influenced the comparison. ChroniFI was acquired by Acorns in 2024; that outcome cannot be attributed to one advisor.
OM Impact Fund & founder coaching
100+ companies
Coached and advised
Work: Supported founders through accelerators and advisory roles, evaluated startup applications and pitches, and participated in early-stage impact investing.
What I bring: Perspectives from founder, investor, customer and operating roles. The goal is a better decision, not a recycled growth playbook.
“She has a knack for distilling complex situations down to their essence to achieve clarity and progress.”Ben Miller, ChroniFI founder · Excerpt of a testimonial recorded in The Growth Code
How I approach the work
Start by distinguishing what is known, what is assumed, who will decide, and what the team can afford to do. In a small company, elegant frameworks matter less than who owns the action when everyone leaves the room.
Start a conversation
What decision is waiting, what have you already tried, and what support would help you move it forward? Please share a concise description of your company and the type of engagement you are considering.
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