At EBI Labs, where I’m Founder and Principal Consultant, I direct advisory, operations, Salesforce Cloud, and Marketing Cloud projects. I’ve supported more than $230MM in client budgets and 2,000+ users and employees, and published Unleashing Velocity: A Holistic Guide to Accelerate IT Ops Delivery.
At Family Reach, I led a Salesforce re-architecture of the Financial Assistance Application and program data model, including improvements to case management, grant workflows, and data quality. Earlier, I led Salesforce project delivery at Ibotta and served as a Senior Salesforce Business Analyst for Houlihan Lokey, defining requirements, reporting, and testing for financial restructuring initiatives.

