Executive Chief of Staff specializing in strategic operations and executive support
Chief of Staff, Consultant14 years experienceExecutiveFinancial ServicesConsultingInvestment Management
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About
Cross-functional operator and executive partner with experience leading ERP implementations, process redesign, quality initiatives, and platform/new-market launches. Known for building governance and executive-briefing systems that reduce operational noise, protect leadership bandwidth, and keep large multi-division organizations aligned—while maintaining discretion during sensitive restructurings.
Experience
Chief of Staff, ConsultantArootah Alternative Investment Advisory
Chief of StaffHigh-Net-Worth Family Office
CAO, Chief of StaffParadigm, Inc.
University RegistrarLehigh University
Education
ESUbachelor, Psychology (minors: Business Management, Computer Science)
Key Strengths
Delivered ERP launch ahead of schedule
Executive stakeholder alignment via 1:1 synthesis into unified strategic objectives
Built governance structures enabling fast decisions (workstreams, ownership, escalation)
Strong prioritization using impact/risk/dependency mapping to sequence work and avoid bottlenecks
Runs effective executive cadence (weekly steering committees, concise status, early risk surfacing with options)
Improved executive productivity by standardizing weekly KPI/decision/risk briefs and consolidating into a single source of truth
Protected executive bandwidth through calendar filtering, focus-time blocking, and meeting redesign
Bridges strategy and operations across complex orgs (12 divisions, 100+ staff) while initiatives are evolving
Maintained trust and morale during sensitive organizational restructuring through strict confidentiality and appropriate context-setting
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