At Lexeo Therapeutics, I played a pivotal role in propelling the company toward its $100M+ IPO—successfully delivering strategic planning and operational alignment ahead of schedule in a high-pressure, high-stakes biotech environment.

Tasked with transforming the company’s internal structure into an IPO-ready organization, I quickly embedded myself within C-suite strategic discussions, aligning cross-functional stakeholders, streamlining workflows, and identifying operational gaps that could stall regulatory or investor progress. I led the development and implementation of scalable project tracking systems, introduced proactive risk management frameworks, and built an enterprise-wide cadence of accountability that accelerated our readiness timeline.

Simultaneously, I supported and helped drive the successful close of a $100M+ Series B funding round, facilitating due diligence preparation, investor communications, and milestone tracking across departments—from finance to regulatory affairs. Through relentless coordination, I ensured no deliverable slipped, and all narratives were data-backed and compelling to stakeholders.

In an industry where timelines are often extended, I delivered results ahead of expectation, gaining the trust of executives and board members and reinforcing my reputation as a strategic, execution-focused project leader who drives outcomes—not just tasks.

Key Wins:

• IPO readiness executed ahead of schedule—enabling Lexeo to enter investor conversations with confidence.

• Supported cross-functional alignment on Series B funding milestones, resulting in $100M+ capital secured.

• Built and enforced strategic project structures that remained in use post-engagement.

At Pfizer’s North American Rare Disease Division, I played a pivotal role in the execution of a $200M global marketing campaign, strategically designed to elevate the company’s presence in the rare disease space and unify messaging across regional markets. My mandate was clear: enable operational excellence and ensure North America’s campaign leadership translated seamlessly across global execution zones.

As a project leader embedded in a high-stakes environment, I orchestrated end-to-end campaign coordination across cross-functional teams—including marketing, medical, compliance, and regulatory—navigating a complex global matrix of internal and external stakeholders. Through robust project planning and agile communication strategies, I helped accelerate campaign readiness and ensured launch milestones were hit on schedule.

A defining moment in the project came when I uncovered and escalated a significant international brand duplication risk—an EMEA distributor was found to be distributing one of Pfizer’s rare disease therapies without corporate knowledge or consent. This posed not only a legal and compliance threat but also jeopardized brand consistency and market trust. I led the response effort in collaboration with global risk, legal, and regulatory teams, helping to swiftly mitigate the issue before campaign assets were finalized and deployed. My proactive risk identification and mitigation preserved the integrity of the campaign and helped the company avoid potential reputational and financial fallout.

The campaign ultimately launched with unified messaging, precise market timing, and a strong risk management framework that I helped reinforce from the ground up.

Key Wins:

• Supported the successful delivery of a $200M+ global marketing initiative across North America and global markets.

• Identified and mitigated a high-risk international brand duplication issue, protecting Pfizer’s regulatory standing and brand integrity.

• Unified cross-functional workflows to ensure timely, compliant, and cohesive campaign execution in a highly regulated global healthcare environment.

At KKR, I played a central role in the successful implementation of enterprise risk modeling systems designed to bring greater visibility, standardization, and control to over $150M+ in Assets Under Management (AUM)—a project that required seamless coordination across three distinct financial powerhouses: KKR (the umbrella entity), Prisma Capital (its alternative investment arm), and PAAMCO (a West Coast-based hedge fund of funds).

The mandate was ambitious: integrate disparate risk management practices into a single, transparent platform that could withstand regulatory scrutiny, support portfolio decision-making, and align internal risk philosophies. I served as the connective tissue between operational leads, tech developers, compliance officers, and executive stakeholders across time zones and cultures.

I oversaw stakeholder alignment and requirement gathering across all three entities, facilitated vendor selection and system customization, and ensured testing milestones were met across sensitive and heavily audited datasets. My detail-oriented coordination enabled the delivery of a unified enterprise risk system—on time and under budget—capable of supporting daily risk snapshots, back-testing, and real-time scenario modeling.

Along the way, I helped uncover and troubleshoot legacy system conflicts, guided data normalization efforts across incompatible formats, and conducted user acceptance testing with quantitative analysts and senior risk teams.

The outcome: KKR, Prisma, and PAAMCO were able to confidently operate under a unified risk posture, bolstering their investment decision frameworks and regulatory standing.

Key Wins:

• Led complex cross-entity coordination between KKR, Prisma Capital, and PAAMCO to deliver enterprise-wide risk visibility on $150M+ AUM.

• Oversaw implementation of a customized risk modeling system to support multi-strategy hedge fund portfolios.

• Bridged operational and technical teams, facilitating seamless integration and compliance alignment across multiple firms.

• Delivered project milestones on time and under budget in a highly regulated, high-stakes investment environment.

At Richard Fleischman & Associates (RFA), I was a core member of the project team responsible for delivering the company’s $100M UK expansion initiative—a transformative effort that elevated RFA from a U.S.-based regional IT management firm into a globally recognized leader in financial IT services.

Collaborating closely with cross-functional teams and executive leadership, I supported the planning and execution of the company’s first international infrastructure deployment. I played a key role in coordinating timelines, managing cross-border vendor relationships, and ensuring operational readiness for critical IT systems across security, compliance, and support.

My contributions helped establish a permanent, secure presence for RFA in the UK’s financial sector, specifically within London’s high-stakes financial district. This expansion not only positioned RFA as a credible international player but also served as the strategic foundation for future growth into Asia and the U.S. West Coast.

By helping bridge operational, regulatory, and logistical gaps, I ensured that international workflows remained aligned with RFA’s service delivery standards—enabling a seamless transition into global markets and earning the firm industry-wide recognition for excellence in managed IT services.

Key Wins:

• Contributed to the successful $100M UK expansion, helping transform RFA into an international infrastructure and IT management company.

• Supported global IT deployments with a focus on compliance, vendor integration, and operational continuity.

• Helped establish cross-border systems that would later scale across Asia-Pacific and the U.S. West Coast markets.

• Played a vital role in one of the most pivotal growth phases in RFA’s history, contributing to the company’s international brand elevation and market expansion.