M360 Strategy helps executive teams plan and deliver acquisitions, customer experience and AI programs, and company-wide transformations. You get a senior leader who sets up the structure, earns your leaders' trust and stays in the work until it runs on its own.
Four kinds of work, all with the same thread: many functions, outside parties, sensitive information and an executive team that needs it done right.
Integration office setup and Day 1 planning through systems and people cutover, stabilization and a playbook for the next deal.
Contact center modernization, one shared knowledge base, flexible staffing and AI rolled out from pilot to full scale.
Governance, portfolio priorities, business cases and executive and board reporting for company-wide change.
PMO setup, delivery standards that hold up, and turnaround of programs that have stalled.
Two recent programs for Public Storage, an S&P 500 REIT.
Three acquisitions in three years, including the largest in company history, moved onto one brand and one way of operating.
A phased rebuild for about 2 million customers, then an AI agent scaled from 1% to 100% of calls.
The value isn't a methodology. It's a senior leader who makes complex work clear, earns trust quickly and sees it through.
Every engagement is shaped around your needs and built to deliver the results that matter most.
Clients and past employers in real estate, healthcare, energy, retail and beverage distribution.
For most of my career, I've been the person companies call when a project is too big, too sensitive or too cross-functional to run the usual way. Since 2023 that has meant leading or co-leading about $14 billion in acquisitions for Public Storage and rebuilding its customer service for about 2 million customers.
Before founding M360 Strategy in 2019, I was a VP at Optum and built the enterprise PMO at Sentry Data Systems. I'm equally at home on the business and technology sides, and I stay close to the work the whole way. Based in South Florida and working with clients nationwide, on-site or remote. Fluent in English and Spanish.
Tell me what you're facing. I'll tell you how I can help, whether that's a defined project, interim leadership or ongoing advisory support.
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