+ Co-led standing up of the Transformation Office as member of CEO’s Extended Leadership Team
+ Co-stood-up structure to galvanize 1,200+ employees to drive $500M+ EBITDA transformation
+ Accountable via Weekly CEO SteerCo's for performance of Sales & LOB Growth transformations

+ Partnered with Sales to develop & manage strategic improvements that drove $XXXM+ in revenue
+ Grew Average Seller Performance by XX% via stronger management & pipeline practices
+ Expanded margin via improved processes on sales authority & pricing exceptions
+ Improved time to first sale by XX% via improved sales training & ongoing buddy problems

+ Rated Exceptional (Top 10th Percentile) in Performance Ratings in every role at FIS

Head of Commercial Excellence (Sales, Revenue) Transformation

+ Owned P&L & launch of 2 new products: Embedded Invoicing (EI) & Banking-as-a-Service (BaaS):
+ EI: Ran Day 1 Launch to 800,000 SMBs, enabled via coordinated go-live with 150+ Banks
+ EI: Grew Processing Revenue per SMB by 126% & new user conversion rates by 300% in 12 months
+ BaaS: Signed first partner Bank, first Fintech client, & built $50M pipeline

General Manager of Banking as a Service and SMB Digital Invoicing (Embedded Finance)

+ Drove execution of $300M in 2021 revenue synergies via enhanced sales enablement & cross-sell
+ Led Cross-Sell Strategic Ideation Sessions identifying $40M opportunity across key growth products
+ Stood-up Cross-Sell Pipeline Reviews & Deal Desks to execute pipeline and build cross-sell muscle

Senior Director of Strategic Revenue Expansion | Merchant Growth

McKinsey & Company

+ Led go-to-market strategy, product roadmap & tech procurement for multiple strategic real-time-payments products in the United States with a $10B+ market cap and $100M+ procurement plan

+ Drove go-to-market strategy for a $100M+ data-monetization-as-a-service platform for a Fortune 500 ad-tech client, working directly with the President; signing Fortune 100 French retailer

+ Spun-off and merged the high-tech business of a Fortune 500 client by working directly with CFO and overseeing five G&A functions (50+ employees) to ensure ~$200M in cost synergies realized

+ Managed a high-value operating model transformation across 6 IT departments that reduced service outages by 40%, benefiting 10M users at a Top 20 Bank; led monthly report-outs to CEO

+ Named Top 10% contributor to recruiting; helped lead the first Hispanic Latino Economic Forum

Engagement Manager

+ Created strategic plan to turn-around loss-making hospitality client based on P&L & Market Analysis

+ Developed market entry strategy & use cases for B2B client entering China 

+ Assessed employee satisfaction of 5k employees & built plan to improve retention & performance

Associate

Summer Associate

+ Led coordination of all project management functions (e.g., Finance) for $10M-$50M USAID projects
+ Built budget forecasts, placing in top 10% percentile in accuracy company-wide
+ Developed go-to-market strategy and market sizing for Corporate Social Responsibility business unit

+ Led preparation of military conferences including all procurements (~$150k) 
+ Managed 15-25 local staff during two week events in Mali, Ghana, Burkina Faso & Nigeria

Logistics Coordinator

+ Supported development of budget forecasts, project audit, and other end-to-end project support needs

Afghanistan Small and Medium Enterprise Development (ASMED) Project Assistant

Management Systems International

+ Assisted in the writing of contract proposals including corporate capabilities.
+ Translated documents to and from French, Spanish and English.
+ Participated in recruiting process by formatting CVs and writing personnel summaries.
+ Performed general administrative duties, edited documents, created excel spreadsheets, used and updated databases, conducted research and performed duties as required.

Business Development Intern

Southern Alliance for Clean Energy

+ Wrote, edited and translated grant reports, public comments, and educational fact sheets.
+ Conducted mathematical analyses on communications to the FL Public Service Commission.
+ Organized and prepared public service forums on wind energy across South Carolina, performing media outreach and taking part in high level meetings with State politicians.
+ Administered two networks that distribute news and alerts to NGO’s across the U.S.A.

Coastal Program and High Risk Energy Associate

Sierra Club

+ Interned with The Sierra Club, the largest environmental lobbying group in the United States during spring semester 2010. 
+ Conducted research and wrote technical document to be filed with the Louisiana Department of Environmental Quality which led to the denial of an environmental permit for Cleco Power.

Intern

U.S. Department of State

+ Worked in Information Technology, Public Affairs, and Political cones. 
+ Assisted in creation of public relations press packets for the June 2008 Presidential visit. 
+ Translated documents, took detailed notes, updated databases, and completed an extensive research project.

Tulane University

+ Supervised 25+ Tulane Teaching Assistants at Green Charter Middle School and New Orleans School of Science and Math while simultaneously assisting classrooms between 20-25 hours a week.

Teacher Assistant Supervisor

Even Wolf Campaign for State Representative

+ Staff secretary, organized events, canvassed the district and conducted polling.

I am a growth executive with 10+ years of leadership experience at Fortune 500's & as a start-up founder.

+ Currently I lead a Fortune 500 revenue transformation that has driven over $200M+ in growth since '22

+ Previously at FIS I launched two Embedded Finance Products to over 150 banks and 800,000 SMBs

+ Earned Top 10% Performance Rating as a Sr Director and VP at FIS

+ Prior to FIS I drove revenue growth and go-to-market in Tech & Financial Services @ McKinsey & Co

Beyond FIS, I pursue a variety of part-time entrepreneurial and social impact opportunities:

+ Founded an AI-based Lead Generation company for LinkedIn, FasterLeads.AI

+ Founded DineroHispano.com, a Hispanic SMB Consultancy, holding over 1,200 COVID survival trainings

I am multilingual (English, Spanish, French), bi-cultural, and have worked on four continents (8 countries).

I'm obsessed with family, mental & physical peak performance, and getting 1% better every day.

David Sardi

Evolving Strategies, LLC

Founded in 1999, Evolving Strategies helps leaders, teams and organizations learn, lead and change. Clients include Accenture, Ashland Inc., Bank of Oklahoma Financial, Blue Cross and Blue Shield, Burlington Northern Santa Fe (BNSF), East West Bank, Northern Trust Corporation, PriceWaterhouseCoopers, Spencer Stuart, Thomson Reuters, United Airlines, the United States federal government, and Zebra Technologies.

Founder

Forbes Coaches Council

Forbes Coaches Council is an invitation-only organization comprised of leading business coaches and career coaches. Members are hand-selected by the Council’s selection committee.

Official Member

PepsiCo

PepsiCo, Inc. is an American multinational food, snack, and beverage corporation headquartered in New York. PepsiCo's business encompasses all aspects of the food and beverage market. It oversees the manufacturing, distribution, and marketing of its products. 

As of January 2021, the company possesses 23 brands that have over US$1 billion in sales annually. PepsiCo has operations all around the world and its products are distributed across more than 200 countries, with annual net revenues of over US$70 billion. PepsiCo is the second-largest food and beverage business in the world based on net revenue, profit, and market capitalization, behind Nestlé.

As part of the CIO transition, I led a team of employees and consultants to build the initial change management office (CMO) to enable the global technology organization to support Pepsico's digital transformation journey.

Global Information Technology | Strategy & Transformation Team | Senior Director

Northwestern University

Served as faculty for 'Executing Strategic Change,' a core, graduate level course of the Master of Science, Learning and Organizational Change program. The Master's program is grounded in concepts of cognitive science, psychology and education, and focuses on the applied areas of strategic change, performance, knowledge management, and learning.

Adjunct Faculty

Corporate Executive Board

Every year, the Corporate Executive Board (CEB) equips over 20,000 senior leaders from more than 10,000 organizations across 110 countries with the intelligence they need to respond quickly to evolving business conditions. In doing so, CEB helps them more effectively manage their talent, customers and operations to exceed business objectives.

As an Associate Director, I sold of CEB's HR-related best practices research, decision support tools, and executive education to a membership of the world's leading corporations and not-for-profit institutions.

Associate Director

Lante Corporation

Lante Corporation, a technology consulting company, customizes core extended enterprise applications to provide clients with new features to enable them to benefit from the trend toward information that is more interactive, real-time, collaborative, extended, and private.

Client Relationship Manager

Accenture

Accenture is one of the world’s leading professional services companies, providing consulting and outsourcing services through its strategy, digital, technology and operations capabilities.

Transition/Transformation Manager

CA Technologies

CA Technologies software and solutions have been powering innovation for over 35 years. Founded in 1976, CA Technologies has over 11,500 employees in 45 countries helping businesses thrive in a new world where every business is in the software business. CA Technologies has been recognized as a value leader by industry analysts and has been hailed as one of the “World’s 100 Most Innovative Companies” by Forbes, as well as one of the greenest companies in the United States by Newsweek®.

Sales and Marketing Associate (Pansophic Systems, Inc.)

Strengthen Your Change Leadership with a Coach You Can Trust |Forbes Contributor |Accenture Alum |Former NU Adjunct Faculty

Clients partner with me to address three key areas of need:

1. EXPANDING YOUR LEADERSHIP IMPACT
 	• Elevate Your Leadership Potential with Personalized Coaching
	• Foster Your Inclusivity as a Leader
	• Amplify Your Leadership Presence
	• Deepen Your Leadership Self-Awareness
	• Hone Your Coaching and Mentoring Skills

2. USING CHANGE MANAGEMENT FOR STRATEGIC EXECUTION EXCELLENCE
	• Master the Six Levers of Change Leadership
	• Develop Resilience and Adaptability as a Leader of Change
	• Build High-Performance Teams

3.  COMMUNICATING FOR IMPACT
	• Communicate Effectively and Efficiently
	• Resolve Conflicts with Courage and Confidence
	• Engage Your Stakeholders 
	
Delivery method(s) are customized based on my client's preferences and needs. This may involve a combination of one-on-one in-person or virtual coaching sessions, team workshops, assessments, and ongoing support to ensure growth and development.

About me
I coach executives for swift, successful, impactful change in themselves, teams, companies, or industries. If this describes you and you're ready to make a transformative impact and lead with more confidence, let's go.

With over two decades of experience, I've had the privilege of guiding leaders and teams from diverse industries, functions, and locations to not just navigate, but truly excel in today's ever-evolving business landscape. Helping clients develop the change leadership skills to tackle complex challenges like digital transformations, process enhancements, and customer engagement strategies is what I do.

My proven approach fuses structure and adaptability. I tailor my approach to the distinct needs and objectives of each leader or team, using proven assessments, tools, and strategies as needed. 

My work is grounded in practical experience, having served as a leader and member of multiple high-performing teams (and some low-performing teams as well) with organizations such as Accenture and PepsiCo. By delving into and applying research on leadership, learning and change as an adjunct faculty member at Northwestern University, I co-created and delivered a course on executing strategic change in the Masters level program. 

I'm honored to have earned a spot on the Forbes Coaches Council. Serving as a mentor, most recently as part of D CEO's Emerging Women Leadership Network, is also a privilege.

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The Battle

David Sardi

Sandy Schwan

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