What is your role now since leaving corporate life?
I founded Propel Global Advisory LLC in New York focusing on moving companies and individuals in financial services forward with artificial intelligence technologies responsibly.
How long have you been an expert of Camelot?
I first joined in 2021 when Gary Nuttall introduced me to David; and became more actively engaged in 2023 when I found myself having to rethink my next professional move.
Have you been a panel expert on any Road Tests?
Yes. It was a while back so I don’t remember the details, but I recall the satisfaction of sharing finance executive perspectives that seemed helpful to the startup founder.
Area of expertise:-
Finance (except M&A and Tax)
Strategy Execution
BA/PM
DEI Leadership
Highest/proudest most recognisable previous role
“Starter Consultant” of a well-regarded consultancy, being strategically placed with new clients to create further business opportunities because of my “exemplary” work.
How long have you been doing this subject/area?
Six years in total as a consultant completing 9 projects for 5 clients. Consulting allowed me to venture into banking, brought me closer to technology, and taught me how to engage with stakeholders quicker focusing on delivering tangible results.
What is your company name?
Do you have a website?
What is your LinkedIn profile URL?
Please can you provide some examples of recent projects/professional high point that you’ve worked on?
I was brought in to turn around a stalled project at a top-tier firm that was six months in but going nowhere. It was in a field entirely new to me – information management surrounding real estate projects. The client was too important to fail. Applying the same discipline required to deliver tangible results, I learned the subject quickly from experts, created consensus among senior executives, and engaged key stakeholders in designing new roles and processes enabled by newer technology. The project piloted in Paris and London and rolled out in time for major construction projects in India. The client was very satisfied, and I learned a lot.
What is your unique selling point? What makes your business approach unique?
I have continuously taken on new challenges in new areas, connecting the dots and bridging across functions and cultures to deliver results, often influencing without authority. I make sure the key stakeholders at all levels are engaged and invested in the outcome so what the project delivers is sustainable.
Do you have a Favourite quote?
‘The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.” William Arthur Ward.
Being an optimist by nature, this quote helps me stay grounded.
Any professional goals for the upcoming year?
Yes. Continue to think through the business implications of AI/ML technology, its capabilities, current limitations, and future potential – it’s still evolving and advancing quickly. Expand my network to include enterprise and niche providers that do solid work. Help my clients cut through noise and hype and deploy AI to stay competitive and relevant through execution and partnership, responsibly. It would be nice to get paying clients along the way…
And… Last but not least, how does being an expert of Camelot help you/or add value to your business?
Camelot has given me the community and the support I need to take the plunge to go independent. I am truly humbled to be part of this network of accomplished professionals who genuinely want to make a difference for each other and the bigger world.
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