Selected Work & Client Experience
Representative examples of leadership, assessment, and partner-delivered work

How Leaders, Teams, and Organizations Engage My Work
The examples below reflect the types of leadership, assessment, and organizational work I regularly support. Many engagements are confidential and/or delivered in partnership with consulting and advisory firms; descriptions are intentionally anonymized and representative rather than exhaustive.
Executive Coaching & Leader Development
Executive Coaching | Founder & Technology Entrepreneur
Provided one-on-one executive coaching to a technology entrepreneur navigating organizational growth, leadership role expansion, and increasing decision complexity. Coaching focused on leadership presence, decision-making under pressure, and aligning personal leadership style with organizational needs.
Executive Coaching | Partner-Delivered
Delivered executive and manager coaching as part of broader leadership development initiatives led by consulting partners. Coaching engagements were aligned with partner frameworks and client expectations, supporting consistency, confidentiality, and delivery quality.
Leadership Cohorts, Assessment, and Development Programs
Leadership Development Cohort | Partner-Delivered
Designed and delivered a cohort-based leadership development program for 17 managers focused on strengthening core leadership capabilities. The engagement integrated Hogan assessments, 360-degree feedback, executive coaching, and facilitated learning sessions to support sustained development over time.
Leadership Assessment & Selection | Private Equity–Backed Firms
Partnered with consulting firms to conduct leadership selection assessments for senior executive roles within private equity–backed organizations. Work included assessment administration, interpretation, and executive debriefs to inform hiring and succession decisions.
360 Feedback & Development Planning | Partner-Delivered
Supported leaders through end-to-end 360 feedback processes, including data analysis, facilitated debriefs, and development planning aligned with organizational priorities.
Leadership Teams, Culture, and Organizational Change
Executive Team DEI Audit | Partner-Delivered
Contributed to a diversity, equity, and inclusion audit of an executive leadership team, examining leadership dynamics, systems, and cultural patterns. Findings informed recommendations for leadership development and organizational change.
Process Consultation | Software Development Team
Provided process consultation to a software development team focused on improving team effectiveness, communication, and collaboration within a complex technical environment.
Strategic Retreat | Nonprofit Organization (Partner-Delivered)
Designed and facilitated a strategic retreat for a nonprofit organization focused on leadership alignment, strategic priorities, and next-phase organizational direction.
Workshops, Facilitation, and Thought Leadership
Corporate Leadership Workshop | Generations at Work (Partner-Delivered)
Delivered a leadership workshop on generational dynamics in the workplace, supporting leaders in understanding intergenerational differences and strengthening collaboration across teams.
Thought Leadership | Consulting & Advisory Firm
Provided thought leadership support, including ghostwriting and content development, for the founder of a leadership development, coaching, and advisory firm. Work focused on articulating perspectives on leadership, organizational dynamics, and change.
Research, Data, and Systems-Oriented Work
Industry-Level Diversity Data Analysis | Partner-Delivered
Conducted data analysis of industry-level diversity metrics in partnership with a consulting firm, supporting research-informed insights related to workforce composition and organizational systems.
Technology Project Management | Nonprofit Consulting Firm
Served as a consultant to a nonprofit consulting board, providing project management and advisory support for a technology-focused initiative.
Partner Delivery
I partner with consulting and advisory firms through white-label and co-branded delivery aligned to partner methodologies, timelines, and client expectations.
Common partner-delivered work includes:
- Executive and manager coaching
- Leadership assessments and debriefs
- Cohort-based leadership development programs
- Workshops and facilitation
- Organizational diagnostics and analysis
Industries & Contexts
My work spans varied organizational contexts, supporting leaders and teams where leadership effectiveness, alignment, and sound judgment matter most.
Industries and settings include:
- Professional services and consulting
- Technology and product-driven organizations
- Private equity–backed firms
- Nonprofit and mission-driven organizations
- Growth-stage and mature enterprises

A Thoughtful Fit
Engagements are shaped by organizational context, leadership needs, and scope. If you’re exploring support for leaders, teams, or partner delivery, a brief scoping conversation is the best place to start.
Interested in working together?
San Diego, CA – based
Working Nationally
Virtual & On-Site
