Transformation

Transformation

Umbrex is pleased to welcome Hugo Teophilo Rufino. Hugo has worked for McKinsey in the practices of financial services, public sector mostly serving clients in strategy, org design, performance implementation and digital transformation

Besides McK, he worked for PwC/Strategy&, Altran and as Executive Director for companies in the Tech and Insurance industries

He lives in Brazil with his wife and baby daughter. Hugo is passionate to serve clients and collaborate in strategy and transformative projects.

Umbrex is pleased to welcome Richard L. Koppel with MilestoneCVC. Richard has over 35 years of domestic and global experience in management consulting, transformation/change management, and technology operations/partnering. He has lived and worked throughout Europe, Asia, and North America. He maintains a global reputation in technology, enabling innovation for transformational change.

He has significant M&A experience including delivering numerous post-merger integration programs across the financial services, professional services, and entertainment industry sectors. He has held senior roles including Consulting Partner & CTO for PwC (formerly Coopers & Lybrand), Partner & CIO McKinsey & Company, and Sr VP Research & Development IGT (formerly GTECH, Corp).

Richard is available to work in the US, UK, or internationally.

Umbrex is pleased to welcome Stepan Chrz.  Before joining a data consultancy boutique as a Chief Commercial Officer, Stepan worked at McKinsey’s Prague office with a focus on strategy, transformations and B2B sales. He worked on 5 continents with clients spanning from light and heavy industry to telecoms and banks to online classifieds.

Stepan holds a doctoral degree in theoretical economics from Charles University and an MBA from Cambridge.

Outside work, Stepan is an outdoor enthusiast and a backpacker. During his travels, he tends to get himself into adventures that he later regrets. Sailing across the Atlantic ocean in an old 10m boat, running a 90km Vasalopet race without prior cross-country skiing experience, and crossing a rainforest on foot – these were all experiences that are fun only in hindsight. However, due to his selective memory he never seems to learn.

Umbrex is pleased to welcome Karin Isberg with Iceberg Consulting. Karin spent a couple of years as Associate Consultant with McKinsey in the Madrid and London Offices. Prior to this she was in International Marketing with Merck Sharp & Dohme.

After McKinsey Karin has pursued a career first in Executive Search and then in various Executive roles in Human Resources in the Pharma, Med Tech and White Goods industries. Since over 10 years she is an independent consultant and primarily focuses on organizational strategy, change, transformation and efficiency.

Karin has lived and worked in the US, Spain, the UK and Italy in addition to her native Sweden and is fluent in several languages. She resides in the Stockholm and greater Milan areas.

Umbrex is pleased to welcome Francesca Muller with Francesca Muller Ltd. Francesca started her career as a senior associate at McKinsey, where she worked in the media practice in New York and then London. She has been working as an independent consultant since 2004, leading growth strategy and transformation projects across a range of sectors including healthcare, financial services, environmental, B2B and industrial services.

She has a BA and JD from Harvard University and currently lives in London with her husband and two children.

Umbrex is pleased to welcome Mikael Anjou with Förändringstid. Mikael is as an independent advisor helping clients in the construction sector at large to improve and transform their business to high productivity and efficiency. Besides being an advisor and board member, Mikael is also well-known in the sector for his book “The inefficient construction sector – an agenda for renewal” and a speaker / lecturer on topics related to transformation of the construction industry.

Prior to this, Mikael has had a long career as line manager, including being CEO of Einar Mattsson Construction and Einar Mattsson Project Development (Einar Mattsson being Stockholm’s largest privately held residential property owner and a large project developer and construction company in the region). Previously, Mikael has also been a consultant for close to 7 yrs with McKinsey & Co.

Mikael is happy to share experience from the construction sector and to collaborate on projects related to this area.

Umbrex is pleased to welcome Samantha O’Neill.  Samantha is an independent consultant with expertise in Marketing, Digital strategy and Customer Experience. She was most recently the Chief Marketing Officer for Sun Life Canada where she ran a broad portfolio including Marketing, Customer strategy, the Digital properties (from the strategy through development), and the newly built Customer Experience capabilities.

Prior to Sun Life, she was with LoyaltyOne and ran their Analytics function, serving Air Miles’ Partners with advanced analytics to support their Marketing and Merchandising strategies. Before she joined LoyaltyOne, Samantha spent 7 years at McKinsey, serving Retailers and Financial Institutions. Samantha is also CPA (CA).

She lives in Toronto with her husband and 3 tween/teen children. She just recently returned to consulting and is looking to collaborate on projects in the Marketing, Digital and CX space though she also has extensive experience in Transformation and Change and in Insurance and Wealth.

Umbrex is pleased to welcome Tanaka Chiimba with Impact Strategy Consulting.  Tanaka possesses 15 years of management consulting experience. After qualifying as a Chartered Accountant with Deloitte and Touche, she cut her teeth in consulting at McKinsey and Company where she spent 7 years serving leaders of mining, energy, infrastructure and public sector (education and tax administration) institutions across a broad range of topics.

Tanaka likes to be considered as more of a generalist. She is drawn to opportunities where there is value add or turnaround potential. Her ability to sift through complexity very quickly to generate insights or tell the story coupled with her entrepreneurial spirit has resulted in an individual with the unique ability to network, transfer insights across sectors and geographies and deliver tangible value add. After leaving McKinsey, Tanaka successfully founded a professional services firm, (comprised 4 divisions: consulting, people (training and outsourcing), technology and engineering), which at her exit, 5 years later, was worth over £10 million with over 100 staff.

Umbrex is pleased to welcome Jakob Skovgaard. Jakob is an international senior executive with 20 years of P&L, strategy and leadership experience from McKinsey & Co, Arla Foods (dairy) and Danish Crown (meat). Most recently Managing Director Denmark in Danish Crown with 450 mio EUR full P&L responsibility and Global Cheese SVP in Arla with 2+ bn EUR category P&L responsibility. Since last year (2020) Jakob has worked as an independent advisor, consultant and board member. Jakob has particular expertise in running and growing food/fmcg business with a spike in meat/dairy and in strategy as well as all commercial disciplines, i.e. sales, marketing, innovation. Jakob has led several change programs and been focused on growth and transformation throughout his career.

Jakob lives in Denmark with his wife and two high-school age children and enjoys all outdoor activity. Jakob is happy to collaborate on projects within strategy, organization, commercial excellence and optimization within food/fmcg and related industries.

Umbrex is pleased to welcome Vlad Sumarokov. Vlad spent three years with BCG and has been running his own consulting practice since 2012. Prior to BCG, Vlad spent over a decade in the technology field across multiple industries. In his practice, Vlad provides his expertise to operationalizing large transformation efforts within Pharma and Med Devices industry as well as to organizations seeking to accelerate their innovation agenda via external partnerships.

Vlad lives in Portland, OR with his wife and three children. Both he and his wife are avid judo players, who continue to practice, teach, and compete in the sport. Vlad is happy to collaborate on interesting projects globally.

Umbrex is pleased to welcome Andrew Lodge.  Andrew has been an independent consultant for a year working in financial services. He was an Associate Principal at McKinsey in London, a Head of Division in financial stability at the Bank of England and a senior policy adviser at HM Treasury in the United Kingdom.

Andrew has led major transformation projects in financial services, particularly in banking, and also in public sector organisations.  He is moving – coronavirus permitting – to the Greater Toronto area with his family to be closer to his wife’s parents. Andrew is very happy to collaborate on strategy or transformation projects in financial services or public sector in Canada or east coast U.S.

Umbrex is pleased to welcome Stephen Dunn.  Stephen is an experienced Partner/Managing Director focused on IT and Operations strategy, transformation, process improvement, value creation, and cost reduction. He has led projects for Fortune 500 companies from practically every industry but has focused for the last ten years on Energy, Insurance, and Health Plans. For the past three years, he as concentrated on helping companies plan for and achieve Digital Transformation including Robotics Process Automation, AI, and Cloud – typically while squeezing the costs associated with legacy systems and operations. He has negotiated over $18B in ITO and BPO contracts, including large ITO, Finance and Accounting, Human Resources, and Back Office operations.

Stephen has significant global work experience, having lived and worked in the UK (8 years), Spain (1 year), India, Singapore, Thailand, the Philippines, and China.

Umbrex is pleased to welcome Duncan Mitchell with OCC Business Services.  Duncan Mitchell spent over 6 years at McKinsey focused on the Energy practice. He specialises in transformation/turnaround and has been running his own consulting firm since 2016. Duncan has broad experience, first as a Chemical Engineer at the leading petroleum technology licensor, UOP and also in operations improvement at Arcelor Mittal – the world’s largest steel company. Functionally Duncan specialises in post-merger integration, performance measurement and management and strategic transformation through acquisition or restructuring.

He lives in Chicago IL by the airport and is happy to travel as necessary to serve clients.

Umbrex is pleased to welcome Rashay Jethalal.  Rashay has over 20 years of experience in North American financial services and a deep passion for scaling modern businesses.  He had led businesses in asset management (Purpose Investments) and transaction banking (CIBC) and a proven track record of providing strategic advice in both capital markets and retail banking.  He enjoys working with early stage and rapidly scaling new ventures, particularly in the fintech space.  Rashay has deep acumen in growth strategy and transformation.  He lives in Toronto, with his wife and two daughters, and is an avid basketball fan. In his spare time, he also enjoys angel investing.

Umbrex is pleased to welcome Anthony Howe.  Anthony has worked at three leading consultancies including McKinsey (strategy), AT Kearney (manufacturing/operations) and Accenture (Information Technology).  After leaving consulting, Anthony joined the financial services industry, initially launching a corporate development team for the CEO of a private payments company and then progressing to leadership roles at Wachovia, Wells Fargo and, most recently, USAA.

In his most recent role as Head of Strategic Intelligence at USAA, Anthony managed three teams including corporate strategy, enterprise competitive intelligence and strategy analytics.  Mr. Howe has the ability to integrate and coordinate complex transformation initiatives given his functional breadth spanning strategy, marketing, operations, information technology, data and analytics and corporate development.  Anthony has only recently decided to pursue independent consulting after USAA necessarily turned its focus from growth to risk and compliance given the current regulatory environment.

Umbrex is pleased to welcome Stefan Faust with < F A U S T >.  Stefan spent 2,5 years at McKinsey, as a generalist consultant, then became a partner at a leading communications consultancy. Followed by 15 years of experience in the banking / wealth management sector, focusing on strategy, programme management & coordination, transformation & change and marketing & communications.

He lives in Zurich / Switzerland and practices and teaches yoga and meditation. He is a certified coach and loves to work with people.

Currently he is taking an advanced training in “Business Sustainability Management” from University of Cambridge in order to move into this seminal area, increasingly relevant to all businesses.

Stefan is open to any project request which may fit his field of experience and also willing to travel.

Umbrex is pleased to welcome Alina Khlibyk. Alina spent 2 years as a Consultant at McKinsey & Company, Moscow, primarily focusing on transformation projects in banking, retail and basic materials. Has experience in Agile transformations at banks. Prior to McKinsey graduated as a Master’s in Management from Graduate School of Management in Saint-Petersburg, Russia. As a student striked all Big-3 consulting international events as well as Google: was selected as a participant of McKinsey Next Generation Women Leaders, BCG Aspire, Bainworks, Google Bold Immersion EMEA. Currently, lives in Moscow. Alina is happy to collaborate on projects, especially on Agile topics.

Umbrex is pleased to welcome Amit Bhagat. Amit Bhagat brings together a combination of corporate and consulting experience.  In the corporate world, he was General Manager of a $300M business unit of a public consumer goods company.  In addition, he was Head of Strategy and M&A. Within his portfolio of responsibility, Amit led teams in each of corporate strategy; M&A and post-merger integration, business insights and analytics; and transformation.  In the consulting world, Amit was Managing Director at PwC Strategy& focusing largely on M&A related engagements – post-merger integration planning and execution as well as post-merger growth strategy. Amit is based in Toronto.

Umbrex is pleased to welcome Pablo Craievich. Pablo has over 20 years of experience in senior management roles in strategy (McKinsey&Co and ANZ) and in business management, integration and turnaround across a number of industries (e.g. banking, education, retail, telecom and professional services). Throughout his career, Pablo developed strategies to tackle complex industry issues and led businesses going through significant transformation or complex market environments.

Pablo is based in Melbourne, Australia and is happy to collaborate in projects across Australia and Asia-Pacific.

Umbrex is pleased to welcome Astrid Marechal with Paraty 22 SA. Astrid Marechal began her career as a Tire Designer at Goodyear Technical Center in Luxembourg.  Later, she  was an Associate Principal at McKinsey & Company where she worked for ten years in North America, Brazil, Russia and Western Europe. Astrid has extensive expertise in strategy development, transformation and go-to-market solutions across multiple B2B industries, including industrial, technology and materials sectors. She has held several interim management positions as P&L owner of BUs. Her clients refer to her as a very sharp and driven person, who is great at getting to the bottom of things and coming up with solutions.  She is also recognized to connecting well with the organization at all levels.

When time allows, Astrid enjoys spending time with friends and family and going on motorcycle trips. Astrid speaks fluent French, English and Portuguese and has a good knowledge of German. Astrid lives in Luxembourg, and is fully mobile geographically.

Umbrex is pleased to welcome Yi-Hsin Chang with Chang Unlimited.  The secret to Yi-Hsin Chang’s success, no matter the industry, company or situation, is her creativity, tenacity and hard work. She is single-mindedly driven by a need to succeed and to make a positive impact on everything she does.

Yi-Hsin has developed and implemented growth strategies, and led transformational change in companies small and large. She is particularly adept at assessing and adapting to new situations, and managing challenging personalities.

After graduating from the University of North Carolina at Chapel Hill as a Morehead Scholar, Yi-Hsin started her career as a reporter at The Wall Street Journal and then as a writer for The Motley Fool at the height of the dot.com era. When she decided she wanted to run businesses, not just write about them, she went to business school at NYU Stern.

Yi-Hsin’s business career started at McKinsey & Company and Goldman Sachs. She later transitioned to industry so she could have direct, hands-on impact on businesses, including The Kessler Group, Hanover Insurance, and DTN (Data Transmission Network).

Most recently for nearly a decade, Yi-Hsin worked alongside The Kessler Group’s highly successful Founder, Chairman and CEO Howard Kessler(inventor of the affinity credit card) as Chief of Staff/COO, and was instrumental in running the credit card advisory firm, developing creative solutions for major bank clients and their cobrand partners.

Yi-Hsin founded her own independent consulting firm Chang Unlimited, LLC to partner with clients to do deals, build businesses and maximize value. Leveraging her experience in a wide range of industries, business lines and functions, she is highly versatile and capable of solving complex problems and helping companies grow.

Umbrex is pleased to welcome Caroline Wooldridge. Caroline Wooldridge spent a few years at BCG after an MBA at Wharton. Since BCG, she has led operations at ~100 person start-up, and most recently spent a year in strategy & transformation work at WeWork. Prior to Wharton, she worked 7 years in marketing and media.

She has just left WeWork to begin independent consulting. Caroline has particular experience in transformation, operating models and org structure, strategic planning, board / funding material, marketing, product development, and customer satisfaction analysis. She lives in Brooklyn and is exploring opportunities in both New York and Los Angeles, as well as remote engagements.

Umbrex is pleased to welcome Allyson Pritchett.  Allyson spent 4+ years as a Project Leader and Consultant in the Retail / Consumer practice at Boston Consulting Group and recently began independent consulting in 2020. Prior to BCG, she worked in Business Development for Walt Disney Parks & Resorts as well as Corporate Strategy for 7-Eleven and Dean Foods Company.

Allyson has particular expertise in implementing large scale transformations and has lead major transformations in retail, travel & leisure, and financial services. She hails from Alabama and North Carolina, but now lives in New York, New York and is actively involved in her alumni chapter and the New York Junior League. Allyson is happy to collaborate on projects involving business transformation, product launch, and sourcing / procurement in the U.S.

Umbrex is pleased to welcome Brett Pentz. Brett has 12+ years of management consulting and client services experience, delivering a range of strategy engagements for corporate, private equity, and public sector clients across industry, mostly focused in Healthcare and Technology. Brett’s management consulting work spans formative skills and credentials developed at Bain & Company, followed by contributions to position Teneo’s management consulting capabilities to reflect its brand as the global CEO advisory firm. Brett also possesses strong implementation and value delivery credentials from his years as a healthcare software implementation specialist for leading electronic medical record vendor Epic.

Brett primarily focuses on roles and projects where his experience and educational background can add the most value, often serving health and wellness-focused services and technology platform-focused companies, but he has demonstrated successful outcomes as a generalist at Bain and Teneo across a range of industries and project types. Specialties include corporate/BU strategy and planning, sales and marketing effectiveness, commercial due diligence and post-acquisition value creation, and target operating model and organizational design.

Brett lives in Montreal, Canada with his wife, after moving there two years ago from London, England – all part of his American expat adventures. He is happy to collaborate on any projects, particularly in the northeast (of the US and Canada).