Chief Delivery Officer at Avantax (formerly Blucora)
Avantax
Apr 2020 - Dec 2023 (3 years 9 months)
Partnered with new CEO to identify strategic priorities, redefine strategy, and lead companywide transformation that increased overall enterprise value - and positioned Avantax and TaxAct to be successfully acquired at maximum value.
- Led complex M&A transactions and activities, including playing a key role in the successful $1.2B sale of Avantax to Cetera holdings in late 2023, working closely with the CEO and board. Also drove end-to-end execution of the $720M divestiture of subsidiary TaxAct in 2022.
- Propelled transformation throughout all segments of the company, resulting in a more manageable project portfolio, improved culture, and successful transition to Agile methodology.
- Drove technology improvements and digital transforma