Carl has 25 years of experience in the management consulting and technology industries, 15 of those as a partner at The Arnold Group. Carl has led commercialization strategy, offer development, marketing, sales strategy, and lifecycle services initiatives at many of the world’s top technology vendors. Previously, as a Principal at Booz-Allen, Carl led CEO-level engagements in software, semiconductor, health care, aerospace, airline, industrial products, and other industries. His technology line management executive experience includes VP positions at AT&T Wireless, INVISIC Software, and Claremont Technology Group, CEO of SmartContractor Inc., and co-founder/director of Sharebuilder Inc. Carl began his career as a software engineer for EDS, holds a Bachelor’s Degree from Claremont McKenna College, and an MS in Management from the Sloan School at MIT.

Siofra has over 15 years of experience in consulting and technology. She advises clients on go-to-market transformations.  She excels at design and management of complex change across the connected commercial chain, including changes to customer/market targeting, offer design, pricing, salesforce, and channel program design.  Siofra has also worked as a line executive at Dell, where she delivered step-change growth in an enterprise sales and services business.  Prior to Dell, Siofra was a senior manager at McKinsey where she led CXO-level engagements at companies in the technology, healthcare and financial services sectors.  Siofra grew up in Ireland and holds a Bachelor’s degree from Trinity College and an MBA from University College, both in Dublin.

Fred has provided division-level financial planning and operational consulting since 1995, including 3 years as an internal consultant at AT&T Wireless. He began his business career with 3 years of strategic and operational consulting at Bain & Co. Fred’s experience includes business planning, financial planning, operational restructuring, operations management, product management and general management consulting. Fred holds a B.A. in Economics from Amherst College and an MBA from The Tuck School at Dartmouth, where he was a Tuck Scholar.

Mei has 4 years of experience in management consulting and financial services. Prior to joining The Arnold Group in March, 2018, she primarily served financial service clients on credit risk and regulation engagements at McKinsey. She also worked on enterprise-wide strategy efforts for automobile and natural resource clients where her diligence and adaptability to client needs got consistent positive feedback. Mei used her training as an advanced analytics translator at McKinsey to deliver unconventional solutions to clients, such as machine learning models for fraud detection at an international bank holding company. Mei holds a Master of Finance from MIT Sloan School of Management, where she served on the Sloan Senate and won the annual achievement award. Before that she earned her BA from Dartmouth College, where she was a member of Tau Beta Pi, national engineering honor society.

Michael has 15 years management consulting and technology industry experience, including 8 years at The Arnold Group. Prior to joining The Arnold Group, Michael was at Booz & Company in their New York office serving Aerospace & Defense clients.  He has founded and successfully exited two startups - MountainProject.com, the world’s leading site, and GoMiles.com, a mileage management website. Michael received a Bachelor of Science in Aerospace Engineering from the University of Colorado and an M.B.A. from Georgetown University.

Jim has led numerous assignments focused in business strategy, sales and marketing in the software industry, with over 10 years at the Arnold Group. Previously, he was Director of Development working with Gary Hamel at Woodside Institute, leading client research and management innovation in strategic resilience, growth, and business creation. In 5 years at Hewlett-Packard, Mr. Mackey was Manager of Corporate Strategy and Planning, leading executive projects in growth and business creation. He brings seven years of client consulting experience from Booz Allen & Hamilton and Strategic Planning Associates. Mr. Mackey has been published in the MIT Sloan Management Review, and is quoted in the business press. Mr. Mackey was awarded an MBA from Stanford and graduated from Brown University with dual degrees in Engineering, Economics and Management.

Greg has operated at the nexus of financial services and technology for over 20 years.
He has lived and worked around the world including extended periods in the United States, Hong Kong, Australia, and the United Kingdom. Greg’s functional experience covers senior management, strategy, business development, sales, and marketing.

As a Project Leader at the Boston Consulting Group, Greg led CEO-level engagements in the banking, telecommunications, and travel industries. After BCG, Greg was Director of Strategic Planning and Director of Business Development for Barclays Capital in Asia Pacific. He has founded and led two start-up companies, Hedgeservices.com and Giant Capital.

Recently Greg served as a senior advisor to Intellectual Ventures with focus on business development and licensing.

Greg earned his M.B.A. from the Haas School of Business at the University of California Berkeley and holds a B.A. from Northwestern University.

Jim is a veteran consultant, executive leader, and entrepreneur, with 25 years of management consulting experience including 15 as a Partner with The Arnold Group and 5 at Booz | Allen | Hamilton (now Strategy&).  Jim has provided services to a broad array of technology and technical product clients with projects in strategy, business planning, marketing and sales, operations, mergers and acquisitions, and general management consulting. Jim’s entrepreneurial experience includes founding and holding executive-level or Board positions at over 10 companies including HubSpan, Quantum Panel, Bridge Partners, PlaNET Internet Solutions, Blue Rooster, and Neal Analytics. Jim holds a B.S. in Mechanical Engineering (Magna Cum Laude) from the University of Washington, and an MBA from the University of Michigan.

Simon has 30 years of experience in the information technology industry, 18 of which were spent at Microsoft where for his last 8 years there (between 2003 and 2011) he was an officer of the company responsible for the global enterprise business. During this time the sales function was transformed from desktop to server/data center and from product/software to solution/(online) services based and revenues grew from $8b to $23b, making its Microsoft’s largest customer segment. Simon helped design and optimize the sales models to work with partners and, where needed, drove custom go to market approaches in target and emerging markets. Simon began his own sales career at IBM UK Limited and he holds a Masters in Information Technology and Bachelor’s Degree in Theoretical Physics, both from University College London. Since leaving Microsoft Simon has worked exclusively within the Private Equity industry advising on acquisitions and with improving the go to market of portfolio companies.