From there I spent more than a decade inside insurance and financial services. Lincoln Financial, Global Atlantic (then a Goldman Sachs company), and finally Munich Re.
Munich Re is where the work I do now actually took shape. I was a consultant in the innovation lab on a go-to-market project for a property and casualty platform built for the real estate industry. Blank canvas, sharp team, end-to-end ownership. It gave me the confidence to go out on my own.
I started EPM Collaborative in 2019 as an experiment in working differently: deeply embedded, outcome-aligned, with a small number of clients at a time. The model worked. The work has taken me from reinsurance to social impact, from Doha to Costa Rica, from a vacation rental software startup to a title company breaking into commercial real estate.
The industries have changed. The approach has not. I ramp on context quickly. I build sales and marketing systems that are specific to the business and the moment, not templates dressed up to look custom. Then I run them.
EPM is not a retainer shop. I do not hand off strategy decks. I get in, build the system, and run it with you.
Available for project consulting, fractional or part-time leadership, and advisory engagements.
From Philly. Running out of Costa Rica. Working everywhere.