Strategic Planning and Marketing

OVERVIEW

An accomplished professional with an analytical mind, creative ideas, and a broad management experience of more than fifteen years. Successfully led business-critical assignments with companies ranging from start-ups to Fortune 100 corporations, primarily in the Bio-Pharmaceutical and Financial Services industries. Additional skills and competencies in the following areas:

* Strategic Planning and Problem Solving – track record of combining business and technology, identifying emerging trends, and creatively solving problems

* Process Excellence and Optimization – led business transformation assignments, including resource optimization, M&A activities, and process re-engineering

* Product Development and Commercialization – led software development efforts and new product launches, and commercialization of technology

PROFESSIONAL EXPERIENCE

2005 – 2006; 2009 - Present

Independent Consultant, Marina del Rey, CA

Strategic Planning, Marketing and Technology

Providing strategy and management consulting, focusing on integration of business and technology, resource optimization, decision making, commercialization of science, and technology transfer.

* Enhancing Biotech compliance infrastructure – New drug safety system implementation for a large biotech company; including requirement definition, system configuration, testing, validation, and vendor management.

* Forecast Models – Developed unique models for evaluating the market value of products in the research and development pipeline by applying Prediction Markets theory.

* Developed marketing strategy and conducted feasibility study for a medical imaging start-up; identified co-marketing and other partnering opportunities.

2006 – 2008

Bank of America/Countrywide Financial Corporation, Westlake Village, CA

Business Transformation Group

Led project teams with the Business Transformation Group (an internal consulting team) to help define problems, analyze and document current processes, identify improvement opportunities, develop solutions, execute on recommendations and manage relationships with internal clients.

* New Product Development – Assessed the development of a new "synthetic-jumbo" loan product, to help address challenges with a changing secondary markets environment.

* Increased liquidity on $12 Billion portfolio by $400 Million and reduced portfolio risk within 6 months by developing and executing a strategic refinance campaign which provided selected borrowers with additional loan options.

* New Sales Strategy – Provided the framework for transitioning 20 home loan centers from the Full Spectrum Division into the Consumer Markets Division as part of a new sales strategy, with projected NPV of $54 million in 5 years. The effort required involvement in designing the branch of the future, and coordination with multiplies stakeholders and orchestrating 24 different workstreams.

* Grew Pull-through Rates 7.5% by analyzing the profile of cancelled loans within the B2C channel and developing strategies for increasing the pull-through rates of portfolio customers by either reworking the loans or referring them to another division.

* Off-shore Opportunities – Achieved $40 million cost savings by assessing off-shore opportunities and optimizing the utilization of a captive off-shore subsidiary.

1997 – 2005

UMT – United Management Technologies, New York, NY

Product Development and Strategic Planning

Directed and played an instrumental role in a wide variety of consulting engagements - primarily with Pharmaceutical and Financial Services companies - in the areas of portfolio management, product development, strategic planning, resource optimization, mergers & acquisitions, process re engineering, and e business.

1999 – 2005

Vice President – Account Management

Managed client accounts and project teams; built client relationship, developed new business, and led cross-functional teams.

* 90 Day Plan for $7.8 Billion Acquisition – Helped develop and execute 90-day plan for a $7.8 billion acquisition in the biopharmaceutical industry, focusing on transfer of knowledge and other intangible assets. By-products of this project were a "lessons-learned" methodology, and a knowledge capture playbook for mergers and acquisition.

* Higher Drug Approval Rates – Played a key role on the design and execution of the "Approval Process Study" - Approval rates have improved significantly following the implementation of the study recommendations (in the three years post implementation, all FDA advisory committee recommendations have been positive, and several were unanimous, resulting in eight new drug approvals).

* Better Understanding of Regulatory Agencies –designed and developed a pharmaceutical business intelligence tool, helping drug development teams better understand their regulatory clients. This tool has been piloted as part of preparing for an FDA advisory committee meeting, which resulted in a unanimous decision and eventual approval of a new HIV/AIDS drug (sales of this drug in 2007 exceeded $1 billion).

* New Technology – Assessed e-business opportunities as part of a Big Pharma enterprise-wide strategy - including analysis of existing process, market research and change recommendations to improve efficiency by leveraging new technologies (e.g. Pharmacovigilance, sales force automation).

1997 – 1998

Senior Consultant and Product Manager

Had dual responsibility for developing proprietary decisions support methodology & software and for managing projects for clients in the US, the UK, and Canada, pioneering the field of business-IT alignment and project portfolio management (PPM).

* Development and Marketing – Managed the development and marketing of new UMT products and services, including the development of proprietary portfolio management software and the formation of co-marketing alliances with external partners. The software was later acquired by Microsoft.

* Saved Clients $5-$45 Million – Implementing a portfolio management methodology and process, helping clients to optimize their IT investment and align it with business strategy. A typical IT project portfolio would range from $50 million to $300 million. By effectively managing their portfolios, clients were able to achieved 10-15% cost savings.

* Merger Technology Integration – Conducted analysis and mapping of potential synergies in business systems and processes, following a $34 billion merger of two large banks.

* Saved $2 Million and Cut Time 20% – Designed and re-engineered business processes for a major credit card company, including streamlining their process of launching new products, resulting in $2 million cost savings annually and 20% shorter cycle time.

OTHER PROFESSIONAL EXPERIENCE

The Taylor Institute, Tel Aviv, Israel

Operations Research and Modeling

Chief Operating Officer

Directed all assignments and staff of The Taylor Institute, a boutique consulting group, specializing in operations research and consulting for planning, management, optimization, control and operation of service systems and queueing networks.

Senior Consultant

Was responsible for developing stochastic models and tools, which later evolved into software solutions, to help manage and optimize resources in complex service environments.

IEC - Israel Electric Corporation, Jerusalem, Israel

Business Process Re-engineering

Business process re-engineering, space planning, and organizational change initiatives.

IDF - Israel Defense Forces

Intelligence NCO

Managed projects and performed analysis of military intelligence data.

EDUCATION

Imperial College Business School, London, UK

MBA (Cum Laude)

Technion - Israel Institute of Technology, Haifa, Israel

BS in Industrial Engineering and Management (Cum Laude)

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