We're thrilled to have a new set of consultants joining us at TAP. We deeply appreciate the time and expertise they donate to help small businesses. They're an amazing group so please read their stories, and leave a comment on this post welcoming them to the team! Adi Mahajan Aditya is a professional services leader with extensive, global, hands-on experience in leading M&A integrations and other strategic enterprise programs. He has led successful transformations through defining business strategy and human resources impact; rigorous budgeting, and capacity planning; and setting key performance indicators. His area of expertise is in working with business leaders to deliver upon people, process, and cost margin optimization transformations, while continuously aligning organization strategy with sustainable and successful execution. He has lived and worked in 30+ countries, and his experiences have made him a champion of diversity and inclusion. Aditya also has a passion for theater and works with many community clubs as an actor to deliver pertinent social messages. He also enjoys delivering stand-up comedy, and has performed at many corporate and private events. Aditya completed his undergraduate in Mathematics from St. Stephen's College, Delhi University. He has an MBA from The Wharton School, University of Pennsylvania. Alex Chu Raised in Libya, Alex has lived and worked in cities across Asia, Canada and the US, before settling in Los Angeles. He has been based there since 2008. A film director and producer, his most recent feature film, “For Izzy,” (streaming on Peacock, Amazon, and and other outlets), received the Directors Guild of Canada Award at the Vancouver Asian Film Festival, the Audience Awards at Frameline 42, as well as the Grand Jury Prize at the Los Angeles Asian Pacific Film Festival. His script “Intelligent Design,” about the rise of Artificial General Intelligence, was a Finalist at the Austin Film Festival. He began his artistic career as a musician and was first discovered by Public Enemy’s Chuck D via his startup record label Skematic in the early 2000s. He then transitioned to film. Prior to his artistic career, Alex was the Chief Financial Officer at Mondo Media, a San Francisco-based animation and visual effects studio, where he led two rounds of venture funding for the startup company and was responsible for managing the day to day back office operations, as well as presenting financial and operational results to the Board of Directors. His first job out of college was as an investment banker at Credit Suisse, specializing in restructurings and debt workouts. As a STEM advocate, he brought his creative skillset and organizational leadership to his community, most notably as the Committee Chair For Digital Media at the March For Science Los Angeles in 2017 and 2018, where he oversaw the production and distribution of all video assets produced prior to and at the live events. Anshu Gupta Anshu Gupta is an accomplished Operational Leader with over ten years of experience in e-commerce, supply chain, and nonprofit sectors. Anshu has a unique ability to bring new products to market by leading incubation teams that drive product market fit and customer adoption by partnering with cross-functional stakeholders. With over seven years of experience in big tech, Anshu is a seasoned people manager and senior-level operator whose career began in grassroots development and teaching. Anshu’s experience includes working for Meta, where she served as an Incubation Manager, leading the Commerce team's Shopping Ads pilots and product testing. Gupta also worked on developing customized support models for the highest priority revenue generating product, Shops Ads. As a people manager, Gupta managed a team of 21 staff and provided ongoing feedback to the product team. At Amazon.com, Anshu was a Senior Program Manager for Amazon Logistics and Operations, where she created the onboarding process and experience for all of Amazon's new delivery programs, launching 2000+ external small business partners for high-growth last mile shipping initiatives. Before her big-tech career, Anshu worked as a Middle School Math Teacher for Teach for America, and as a Fellow for Indicorps, implementing sustainable development projects with organizations in Rajasthan, India, opening the door to grassroots development work. Anshu loves writing and all things pop culture, and writes a monthly newsletter outlining all of her favorite picks. She studied Journalism and French at UNC- Chapel Hill and received her MBA from the UVA- Darden School of Business. Catherine Bealin Catherine Bealin is financier specializing in economic development, climate resiliency, and gender. She started her Wall Street corporate lending career at Brown Brothers Harriman, and then shifted to development banking at the European Investment Bank in Luxembourg. Catherine promoted the European Union’s economic development goals through lending to corporates and financial institutions meeting climate change mitigation, energy efficiency and other objectives. Upon returning from eight years abroad, Catherine applied her financial, strategic and operational skills as a consultant to economic and environmental projects for the United Nations Development Programme, as well as to private sector entrepreneurial projects. These projects leveraged her experience with innovative financing, strategic visioning, financial analysis, project management, and public education. Catherine was also the Social Impact Producer of “Warrior Women of Football,” a documentary about gender inequality in professional soccer. She is an active community volunteer, as well as board member of the Douglas Manor Environmental Association and the Nascimento Foundation. Catherine holds an MA in economic development from the Elliott School of International Affairs at George Washington University and a BA in political science and economics from the State University of New York at Binghamton. She lives in Douglaston, NY with her husband and three sons. Claudia Brantley Claudia is an accomplished business consultant and attorney with 12+ years of legal experience in the areas of Bankruptcy, Corporate/Commercial Law, Contracts, Intellectual Property, Litigation, Real Estate, and Tax matters. As the Managing Attorney of The Brantley Law Group, P.L.L.C., Claudia has experience in providing superior and reliable business services to company executives by consulting on labor and employment matters, risk management, brand protection, strategic planning, and legal compliance. Prior to becoming an attorney, Claudia worked in banking as a Financial Specialist, which involved consulting on budgeting, investing, retirement planning, and business planning. Claudia has always had a passion for giving back to the community. She is a former Active Duty Commissioned Officer of the U.S. Army’s Judge Advocate General’s (JAG) Corps. Most recently, she became a Court Appointed Special Advocate Guardian Ad Litem, in which she volunteers her time to advocate on behalf of children who have experienced abuse or neglect. Claudia is a graduate of Florida A&M University's College of Law. While attending law school full-time, she obtained a Master of Business Administration (MBA). She has a Bachelor of Arts in Sociology with a minor in Business Administration from the University of Florida. Attorney Brantley is an active member of the Florida Bar and is admitted to the U.S. District Court (Northern, Middle, and Southern Districts of Florida), U.S. Bankruptcy Court (Northern, Middle, and Southern Districts of Florida), and the U.S. Tax Court. Jennifer Baukol Jennifer Baukol is a seasoned business entrepreneur with over 20 years of experience. She was the founder and CEO of an award winning home health care agency, STEPS Home Care, which serves Westchester, Nassau and lower Fairfield county. Under her leadership, Steps Home Care grew from a small start up to a company with over 100 active employees and over $5 million in annual revenue. Jennifer sold Steps Home Care in August 2021. She received the 2019 Business Council of Westchester Rising Star award. Prior to STEPS Home Care, Jennifer owned and worked in the mortgage and financial services industry. She also holds a Real Estate Sales license specializing in commercial real estate and development. In addition to her business ventures, Jennifer is active in supporting other local organizations including her children's school and PTA; and volunteering for Sharp Again Naturally, a non-profit that brings more exposure to the issue of brain health. She also coaches JV soccer at her alma mater, School of the Holy Child. Jennifer holds a BS in Business and a MBA with a concentration in Business Marketing from Sacred Heart University. She grew up in Westchester County, NY, and now lives there with her husband, Peder, small dog “Gnocchi” and three small children who all enjoy their great-grandma’s weekly Italian homemade pizza Friday dinners. Jose Gomez Jose has extensive experience leading marketing and commercial growth strategies for large multinational companies across different sectors and geographies. As Marketing Manager for Baxter International, he led exponential growth across high-margin businesses, enabling life-saving solutions oriented to rare disease patients. Similarly, Jose's transformational leadership contributed to drive major growth as Marketing Director for Sanofi Pasteur for different countries in LATAM. Recently, Jose has been leading different growth strategies for a top CPG international company serving as marketing lead for a variety of businesses ranging from mass consumption home care products in LATAM, to specialized oral care therapeutics solutions at a global level. Jose has also been widely involved in the entrepreneurship ecosystem, serving as board member for entertainment, logistics and real estate start-ups, as well as a top advisor for SMB through the local Chamber of Commerce in Colombia. Jose received a BA in Economics from Fairleigh Dickinson University in New Jersey and an International MBA from La Salle Ramon Llull University in Barcelona, Spain. Karen Richard Karen’s professional career includes over ten years in the financial services sector where she worked as a valuation services consultant, an equity research analyst in the real estate sector, and later, as a manager, where she focused on undergraduate recruiting, on-boarding, training, staffing and compensation. Karen took time off from full-time work to raise her two children and has become an active civic leader. She recently served as President of the Junior League of Greenwich, and served for five years on the Stanwich School Parent Association board. Her volunteer roles have included strategic and financial planning, fundraising, event planning, governance and community building. She received her undergraduate degree in Economics from Lehigh University and her MBA from The Columbia Business School. Kelly Hodulik Kelly spent her professional career at Morgan Stanley in the Fixed Income Sales and Trading Division. She started as a Sales Assistant on the Money Market Desk and worked her way up to a Vice President on the Short Term Corporate Bond Trading Desk. During this time, she also attended NYU’s Stern School of Business, earning her MBA, with a concentration in Finance. She left the corporate world to stay home with her three daughters, and was involved with volunteering in their school and extracurricular activities. She has served as co-President of the Parent Association at Rye High School, and then at the School of the Holy Child. Both are in Rye, N.Y. She holds a Bachelor of Science in Management from SUNY Binghamton. Laurie Dennis Laurie’s professional experience has positioned her as an outstanding sales, general finance, and ecommerce advisor. As the Head of Consumer Sales at Poly, Laurie developed a global omnichannel retail strategy which helped define the ecommerce and brick and mortar sales plans. She was also tasked to manage the P&L and build out the annual operating plan which included revenue targets, marketing budgets, and expenses. As the Director for Consumer Sales at Plantronics, she developed the sales strategy to launch a new line of console gaming headsets. Laurie has been involved in pricing strategies throughout her career and understands the long-term planning that needs to be done to become profitable. She has excellent data analysis skills with a strong understanding of market trends. Laurie has also held various leadership roles in the community including being Chair of the Parent Association at her children’s schools, as well as running numerous fundraisers for nonprofits. Laurie has a degree in Finance and Accounting from Pennsylvania State University. Manju Panjwani Manju Panjwani is a highly skilled IT professional with extensive experience in leading and delivering technical solutions across multiple industries. With a proven record of successful project management, Manju excels at translating business requirements into functional and non-functional requirements. Her expertise in data analytics and visualization using Tableau, as well as her proficiency in Java, SQL, Python & R, enable her to solve complex problems with ease. Manju has a strong track record of collaborating closely with stakeholders to identify business needs and provide consultative solutions. She is a certified Scrum Master and Product Owner, with experience working in Agile environments. Her people-centric approach and leadership style have enabled her to successfully mentor and train team members. In her most recent role as Partner-IT Operations at Baja Cantina, Manju spearheaded the transition of the POS system, leading to a 45% increase in revenue. She also formulated standard operating procedures during COVID that improved operational efficiency by 25% and designed gamified training for bilingual restaurant staff. In addition to her professional experience, Manju has actively contributed to multiple non-profit organizations as a board member and volunteer. Her involvement in STEM mentorship, fundraising, and treasurer roles has made a significant impact on the local community. Manju holds a Master's in Business Administration (Finance) from the University of Delaware, and a Bachelor of Engineering (Computer Engg.) from the University of Pune. Marco Martinez de Alba With more than 20 years of experience in the pharmaceutical industry, Marco is a results-oriented executive with a strong focus on innovation and brand development. Marco began his career at GlaxoSmithKline where he held various roles in different areas such as Supply, Procurement, and Sales and Marketing. This allowed him to develop an in-depth understanding of how pharmaceutical companies operate. Marco currently collaborates with Sanofi, where he has had the opportunity to create new business units, developing innovative sales force models, new training deliveries and maximizing profitability of mature brands. He has led the development of new product strategy, from the ideation process, testing with consumers, to its manufacturing and final launch. He also developed innovative medical promotion models through the use of digital tools. He has led large teams and prides himself on having developed a number of talented teammates throughout these years. Marco is passionate about innovation, strategy, marketing, and problem solving. Above all, he is passionate about people. Marco received an BA in International Affairs from Universidad Iberoamericana in Mexico City and an MBA from W.P. Carey School of Business. Matt Deitch Matthew Deitch has built his career around Strategy, Growth, and Marketing as key areas of focus. Matt started his career in marketing and advertising at the global agency Grey. After business school, Matt spent several years consulting for the Boston Consulting Group, where he advised Fortune 500 companies on their long term strategic plans. Matt advised firms across multiple industries, working with consumer goods, industrial/manufacturing, healthcare, and auto manufacturers, on a range of problems including pricing, technology roadmap, and marketing strategy. From there, Matt built and ran the Strategy department for a large Financial Services firm, responsible for over $230 Billion in Assets Under Management. He now sits on the board of three for-profit organizations in finance and real estate, and one non-profit organization, The Elevate Prize, which provides funding, awareness, and business support and training to multiple non-profit grant winners every year. Matt holds a B.A. in Communications from the University of Pennsylvania, and an MBA from The Wharton School. Molly Fisher Molly’s professional expertise has positioned her as an operational and finance leader within the food and hospitality industries. Her first experience with the food industry was at HelloFresh, when they first launched in the United States. She built and managed the finance function for HelloFresh USA during its high-growth phase, including the IPO of its global business in 2017. She owned all finance functions for the domestic business, including AP, AR, accounting, tax, and FP&A. She then joined Dig Inn, a fast casual concept with 30+ locations across the Northeast. She held various finance and operations leadership positions at Dig Inn, including overseeing the PnL for the full fleet of Dig Inn’s locations. Most recently she was at Wonder, an innovative food tech startup in the NYC area. As part of the leadership team of Wonder’s incubator program, she helped develop new business lines. Molly received a BS and MS from Syracuse University and an MBA from The Wharton School of the University of Pennsylvania. Molly serves on the Young Whitman Alumni Council, part of the board of Syracuse University’s Whitman School of Management. Nancy Lefkowitz Nancy began her career in finance at Merrill Lynch and quickly transitioned into their internal consulting group. During this time she worked on many business process re-engineering and process integration projects. After earning her Masters, she worked at boutique consulting firms serving the financial services and pharmaceutical industries. As such, she worked on many strategy projects and cost-cutting initiatives. She also worked on implementing a large scale T&E expense system throughout the country and Latin America, including business requirement collection, Beta testing, training, and troubleshooting. More recently, she has served in multiple volunteer positions with her home school district and with Girl Scouts of Nassau County. Nancy holds a BS/BA in Finance & Accounting from Washington University, and an MBA in Finance & Management from NYU Stern. Patrycja Pajdak Through her personal and professional experience, Patrycja has honed her skills in problem-solving and strategic thinking. Patrycja moved from Poland with her parents at the age of 3, and from a young age she began helping her father with administrative tasks related to running a small plumbing business in NJ. Resources she created have given her father greater confidence in running a successful business on his own for the last decade and counting. Patrycja graduated with a Bachelor's from Princeton's School of Public and International Affairs. Throughout her coursework and independent research at Princeton, she created recommendations on major public and international issues using both quantitative and qualitative insights. Following graduation, Patrycja worked as a Client Service Associate at AlphaSights, where she partnered with major consulting firms to help address knowledge gaps and increased her commercial acumen and business exposure. She now works as a Global Markets Relationship Management Analyst at Citi where she supports Relationship Managers in identifying revenue gaps and driving commercial outcomes. She is based out of Manhattan. Sara Gubins Sara was SVP, Head of Investor Relations and Treasury at Nielsen from 2016 until December 2022, when the company was taken private by a private equity consortium. At Nielsen, she was involved in a broad range of strategic and finance initiatives, including developing, leading, and executing the investor relations and treasury strategies during a period of significant change, including a strategic review, activist investor, leadership transitions, spin and sale of half of the company, and subsequent sale of remaining business. Prior to joining Nielsen, Sara spent 15 years at Bank of America Merrill Lynch, where she was a Managing Director and the lead analyst covering publicly traded companies across multiple sectors, including business and information services, IT services and payments, payroll processors, professional services and for-profit education. Sara also worked at American Express in its interactive investments strategic venture capital group and as a strategy consultant at Bain & Company in Boston and Paris. She received an MBA from Harvard Business School and earned her BA in Economics and French from Amherst College. Tricia Herrick Tricia is a seasoned product manager, having launched and stewarded consumer facing software and online products. She has experience with managing full product lifecycle from ideation, consumer research, development, marketing plans and launch, including an early version of QuickBooks Online. Over the last 15 years Tricia has contributed her time and talents to a select group of nonprofits and volunteer roles, including for Palo Alto schools, Human Rights Watch and the Boys & Girls Club of the Peninsula. Tricia led fundraising campaigns for a national non profit and advocacy organization raising over $1 million each year. She sits on the Buck/Cardinal Club Board at Stanford University and is an avid fan of Stanford athletics. For the last 4 years Tricia has worked part-time in Admissions for a graduate fellowship at Stanford University. Tricia received a BA in International Relations from Stanford University and a MA in International Affairs from Johns Hopkins School of Advanced International Studies.
2 Comments
Andi Meyer
6/20/2023 12:12:40 pm
Welcome! We're so happy to have you on board!
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Mary Duty
6/22/2023 02:00:58 pm
Welcome new TAP Consultants!
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