Portfolio
Programs & operations.
The most useful thing I bring to a new team is curiosity and an ability to build. I listen before I act. I learn the culture, the history, and what people care about before I propose a solution. What usually follows is a pattern: finding the real constraint, designing a system to address it, and then driving adoption.
Both partnership frameworks are built from the same methodology, adapted to different industries. The healthcare portfolio draws on clinical experience at NYU Bellevue and behavioral health work at a residential crisis facility. The AI portfolio draws on scaling partner ecosystems at Amazon/AWS (40+ enterprise partners, 300% adoption growth) and O’Reilly Media ($1.7M ARR, 250+ technology user groups).
Collection · Partnership Marketing & Ecosystem Design
Partnership Marketing, Activations & Ecosystem Design
An aggregate portfolio showing how the methodology applies to AI and technology partnerships. Pulls together partner tiering and health scoring, phased ecosystem activation, content governance, channel budget optimization, operations leadership, and the consulting foundation that informs it all.
AI & technology partnerships · Ecosystem design · Methodology overview
Collection · Marketing Partnerships & Operations
Marketing Partnerships, Activations & Operations
An aggregate portfolio centered on healthcare partnership marketing alongside operations leadership and the consulting foundation. Phased ecosystem strategy, patient content governance, channel optimization, P&L ownership, and the change-management methodology behind it all.
Healthcare partnerships · Operations leadership · Methodology overview
Portfolio · 06
Job Search Operating System
An 8 dimension scoring framework, URL intake workflow, and tracker I built with Claude to run my own senior operations search. Per role evaluation dropped from 20 minutes to 5 across 77+ opportunities.
77+ roles evaluated · 20 min to 5 min per role · Built with Claude
Portfolio · 01
AI and Technology Partnership Marketing
Illustrative frameworkFour case studies modeled on a growth-stage AI company. Partner tiering and health scoring, phased ecosystem activation, content governance frameworks, and channel budget optimization.
Growth-stage AI · Ecosystem activation · Channel optimization
Portfolio · 02
Healthcare Partnership Marketing
Illustrative frameworkA complete partnership marketing framework modeled on a growth-stage digital health company. Phased ecosystem strategy (nonprofit to scale partner to transactional channel), patient content governance with anonymization protocols, channel budget optimization across direct mail, digital, and podcast, and portfolio health metrics for scaling the function.
Digital health · Patient content governance · Portfolio health metrics
Portfolio · 03
Operations Leadership
Three operations case studies. KPI dashboards that cut operating costs 25%, a $1M warehouse purchase $300K under asking with zero downtime, and Logistics automation that eliminated a $60K role. Built from leading a 12-person cross-functional team and owning a $4M P&L.
12-person team · $4M P&L · 85% closure rate
Portfolio · 04
Consulting Foundation (1998–2004)
Three case studies from an independent consulting practice built while still in college, starting at Lincoln Financial Advisors and MassMutual agencies. Industry demand for the methodology led to engagements across financial services, law, healthcare, and accounting. Structured client diagnostics, change management driving 82% adoption among 42 fee-based planners ($640K+ in new advisory fees, 11% LCR), and productizing consulting into tiered service models ($120K flagship engagement). The methodology behind everything that came after.
82% adoption · $640K+ new advisory fees · $120K flagship engagement
Portfolio · 05
Early AI Enterprise Adoption: Mechanical Turk & CrowdFlower (AWS, 2008)
Business development for Amazon Mechanical Turk when human-in-the-loop labeling was still finding its name. Built the champion network and enterprise advisory motion that took an unfamiliar primitive and made it a credible production tool for early ML teams. CrowdFlower (later Figure Eight) was an anchor account. The original template for everything I now do around enterprise AI community and advocacy.
Early ML / human-in-the-loop · Champion network · Enterprise advisory