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**+ YEARS OF LEADERSHIP

Ø Bastien Advisory Group, Founder & CEO

Ø NYU, Adjunct Professor of Graduate Business

Ø JPMorgan, Strategy & Process Improvement Transformation Lead, COO Team Ø Deloitte

Ø COO ($700MM, 1,200-Person Business)

Ø Strategy & Operations Consulting Leader

Ø PricewaterhouseCoopers Management Consulting

EDUCATION

Ø Georgetown, MBA

Ø Oxford, Scholar’s Program, International Management Ø Cornell, Advanced-level Strategic HR

Ø Washington University in St. Louis, BA, Psychology CONTACT INFORMATION

DAVID COSLOY

PROFESSIONAL SUMMARY

+1-212-***-****

addfq9@r.postjobfree.com

https://www.linkedin.com/in/davidcosloy/

New York, NY

2

SUMMARY

Founder & CEO of Bastien Advisory Group launched 5 years ago due to recognition of unmet strategic and operational consulting demands. 20+ years of cumulative global leadership from Bastien Advisory Group, JPMorgan, Deloitte, and PricewaterhouseCoopers, driving 50+ domestic & international enterprise strategy, operations, & people transformations. Served as the Chief Operating Officer for a $700MM, 1,200-person business. Executive advisor and leader for organizations during times of high growth, restructuring, & crisis. EXPERTISE

• Chief Operating Officer • Strategy & Transformation PROFESSIONAL LEADERSHIP

BASTIEN ADVISORY GROUP New York, NY

Founder & Chief Executive Officer 2015 – present

As the Founder & CEO of Bastien Advisory Group, we established immediate traction within the market 5 years ago as we consult closely with peer CEOs and COOs of prior clients or within our close professional network. Over the past 5 years, Bastien Advisory Group grows an average of 150% year-over-year. I head our corporate team and our 75-person contingent workforce.

• Business Transformation/Strategy

o Developed the strategy, operating model, and governance structure for a new enterprise function at a major bank. Established and governed the portfolio of strategic and critical priorities. o Drove international private bank strategy & operations advisor during regulatory remediation. o Led team that positioned 110-year-old Fortune 50 company as it transitioned to a tech/AI player. Drove executive decisions and strategic plan based on empirical data.

• PE Due Diligence (small team)

o Leading professional financial services training organization. Data storage company.

• Interim COO/Executive Advisor

o Interim COO for high-growth professional services firm; established infrastructure to scale. o Advisor to CEO of a family-owned business, as leadership transitioned between generations. o “Voice of the C-Suite: Growth and Competitive Advantage” panelist at PwC Partner Training. NEW YORK UNIVERSITY New York, NY

Adjunct Professor of Graduate International Business 2019 JPMORGAN New York, NY

Strategy & Process Improvement Transformation Lead, COO Team 2012 – 2015 Selection of Project Leadership

$340MM Vendor Cost Reduction

• Managed a cross-functional team that saved $60MM (year 1) and $340MM (3 years).

• Selected of emerging vendor with enhanced capabilities, including AI. Teamed with procurement, reduced incumbent vendor costs, and onboarded new vendor. Enterprise Leadership for Controls Transformation

• Established clear governance for enterprise program for 1 of 15 top priorities for Operating Committee.

• Managed 100+ stakeholder team with a $50MM budget (including consulting firm spend).

• Led governance forums that enhanced business unit collaboration and confirmed readiness. DAVID COSLOY

CV

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Designed Shared Services Function to Reduce Cost

• Developed business case and strategy to replace highly decentralized onboarding model with a new centralized model. Created a controlled process for onboarding 50k continent workers annually. DELOITTE. New York, NY

COO ($700MM, 1,200-Person Business). Strategy & Operations Consulting Leader. 2004 – 2012 Selection of Client Leadership

Global Transformation for a Fortune 20 in a Turnaround

• New client business development of $0 to $10MM in 2.5 years (strategy through implementation).

• Designed and facilitated regional (Asia, Europe, Americas) global process and change management workshops that increased stakeholder acceptance of new global processes and systems. Chief Operating Officer for $700MM, 1,200-Person Business

• Developed strategic plan. Facilitated leadership meetings that measured progress against strategy.

• Assessed competitive position and created new go-to-market strategy to grow the business ($300MM revenue lift that enhanced financial position and enabled significant acquisitions). Consulted for Deloitte Internationally

• Designed & delivered Partner strategy sessions in 15 countries to scale new operating model globally. Hedge Fund Launch

• Established organizational structure, roles and responsibilities, and training. Sequenced Technology Projects for a Leading Fund

• Created a roadmap/playbook that rationalized and prioritized a range of technology initiatives. Acquisition Target Selection

• Researched, evaluated, and recommended acquisition of a niche financial services firm. Selection of Market/Firm Leadership

Designed and Led New “Grow Our Own” Recruiting Program

• Designed, developed, and implemented a new national recruiting model.

• Achieved 95%+ accept rate of top talent each cycle. The program increased employee tenure and employee mobility opportunities. Received “Outstanding Deloitte Contribution” award. National Retail Federation (NRF) Board role

• Elected to National Retail Federation (NRF) Board and enhanced Deloitte’s position with retail clients. Intellectual Property:

• Deloitte 2009 Shift Index: Industry Metrics and Perspectives.

• DeepDiveTM workshop approach.

• The Talent Marketplace: An Executive Perspective on Growing People from Within (Deloitte and NRF). PRICEWATERHOUSECOOPERS MANAGEMENT CONSULTING SERVICES Washington, DC Strategy & Change, Senior Consultant 1998 – 2002

Representative Client Leadership

World Trade Center Disaster Project

• Led largest, $400MM reimbursement program for World Trade Center Disaster loss. Selection of Market/Firm Leadership

• Received the 2002 “Client Service Excellence Award”. Top 5% of peer class (4 years).

• Collaborated on PwC Book entitled Growing Leaders, leading research, interviews, and writing. 4

FORMAL EDUCATION

GEORGETOWN UNIVERSITY – 2004 Washington, DC

MBA, International Business

• Leadership: President of Graduate Student Consulting Group. Lead Peer Advisor.

• Honors: “Dean’s Citation Award” for Outstanding Contribution.

• Work Experience: Management consulting in Prague, Czech Republic for corporate strategy refresh. OXFORD – 2003 Oxford, UK

Scholar’s Program in International Management

• Work Experience: Consulted with KPMG, Italy on a study of M&A. WASHINGTON UNIVERSITY IN ST. LOUIS – 1998 St. Louis, MO BA, Psychology. Minors: Business, Art History.

• Leadership/Honors: President, Psychology Honor Society. Dean’s Advisory Board (8 students).

• Work Experience:

o Metropolitan Museum of Art intern (1% acceptance rate). o Sotheby’s intern (NYC and London).

o Business School Teaching Assistant (2 years).

ADDITIONAL LEADERSHIP, EDUCATION, AND CREDENTIALS

• Non-profit Head of Annual Giving, raising $1.2MM in 1 year.

• Founding Family of Community Lifelong Learning Center.

• Park Avenue Armory Chairman’s Circle Committee.

• Norwood Club.

• Cornell Advanced-level Program in Strategic HR.

• International Institute for Learning Agile & Scrum Course Leader.

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