An
experienced finance MBA, I can assist with a wide variety of consulting
projects and business opportunities. I provide strategic management
consulting services to businesses in need of specialized skills for
complex or challenging projects, large or small. I have worked on
projects in a variety of fields, including hospitality, telecom, law,
financial services, and real estate. Whether you need assistance
preparing a business plan, drafting a project plan, conducting due diligence for a deal, or managing an
organizational initiative, I can quickly jump in and help move your
project in the right direction. Of particular value, I offer top-notch writing and
analytical skills which are hard to come by.
For law firms and legal departments, I also offer litigation consulting services. I offer litigation strategy consulting, overall case and discovery management, and presentation preparation. Whether firms need someone to act as a “translator” and liaison among legal teams, business clients, and expert witnesses, or a seasoned “second chair” to assist with case strategy, research, and writing, my client firms refer to me as their “secret weapon.” (Please note that I am not admitted to practice law in, and do not practice law in, Maryland or the District of Columbia.)
Example projects:
Assisting solo practitioners and boutique firms with legal research and drafting of pleadings, motions, and memoranda for state and federal litigation matters and mediation conferences.
Business process reengineering consulting for federal financial regulatory agency, including: role as subject matter expert (SME); drafting of project charter; designing and executing approach for data collection, synthesis, and analysis; preparation of briefing memoranda and data collection tools; conducting interviews and workshops for data collection and validation in documenting “as is” and designing “to be” environments.
Development of law firm marketing strategy and plan, including analysis of social media advertising, web presence, and client referral opportunities.
Served on business process committee evaluating new products and platforms, assessing organizational impact, and addressing issues such as business continuity and contingency planning.
Development of presentations for use in mediations, evidentiary hearings, dispositive motion hearings, and mock trials.
Performed extensive analysis of trading records and financial and damages analysis for various matters, including securities cases, financial institution bankruptcy, and investigation of bank fraud matters.
Provided foreign financial institutions and their counsel with management of specialty and foreign legal counsel, case management, research and drafting, liaising with investment bankers and M&A counsel on transactions and due diligence, and preparation of presentations to regulatory authorities.
For law firms and legal departments, I also offer litigation consulting services. I offer litigation strategy consulting, overall case and discovery management, and presentation preparation. Whether firms need someone to act as a “translator” and liaison among legal teams, business clients, and expert witnesses, or a seasoned “second chair” to assist with case strategy, research, and writing, my client firms refer to me as their “secret weapon.” (Please note that I am not admitted to practice law in, and do not practice law in, Maryland or the District of Columbia.)
Example projects:
Assisting solo practitioners and boutique firms with legal research and drafting of pleadings, motions, and memoranda for state and federal litigation matters and mediation conferences.
Business process reengineering consulting for federal financial regulatory agency, including: role as subject matter expert (SME); drafting of project charter; designing and executing approach for data collection, synthesis, and analysis; preparation of briefing memoranda and data collection tools; conducting interviews and workshops for data collection and validation in documenting “as is” and designing “to be” environments.
Development of law firm marketing strategy and plan, including analysis of social media advertising, web presence, and client referral opportunities.
Served on business process committee evaluating new products and platforms, assessing organizational impact, and addressing issues such as business continuity and contingency planning.
Development of presentations for use in mediations, evidentiary hearings, dispositive motion hearings, and mock trials.
Performed extensive analysis of trading records and financial and damages analysis for various matters, including securities cases, financial institution bankruptcy, and investigation of bank fraud matters.
Provided foreign financial institutions and their counsel with management of specialty and foreign legal counsel, case management, research and drafting, liaising with investment bankers and M&A counsel on transactions and due diligence, and preparation of presentations to regulatory authorities.
Key skills:
- Business and marketing plan development and execution
- Strategic thinking to consider short- and long-term goals
- Effective project management
- Excellent writing skills
- Creative problem-solving
- Strong critical thinking and analytical skills
- Ability to produce high-quality memoranda, reports, and presentations
- Ability to quickly master new substantive areas
- Top-notch research skills
- Experience working with C-Level executives
- Outgoing and energetic
- Sense of humor
