Boston, Massachusetts, United States
Executive Operations Leader | Digital Transformation & Investment Operations Strategy I bridge the gap between complex institutional financial operations and cutting-edge digital modernization. With 20+ years of executive leadership spanning Fortune 50 firms (Fidelity, Bank of America, Prudential) and venture-backed tech startups, I specialize in designing scalable business architectures that protect margins, eliminate systemic risk, and drive growth. Core Areas of Impact: Investment Operations & Financial Infrastructure: Deep expertise in mutual fund manufacturing, clearing & settlement modernization, and post-merger integration. Digital & Technical Transformation: Champion of Scaled Agile (SAFe) environments, intelligent process automation (BPM/RPA), and early-stage AI/Blockchain commercialization. Operational Excellence: Battle-tested in restructuring back-office workflows, optimizing global call centers, and deploying Lean Six Sigma frameworks to reduce transaction costs.
Administration and Operations Innovation for Transparent BIPV solar window solution manufacturer.
• Operational Strategy: Deliver high-stakes business strategy consulting to financial services and sustainability firms. • New Venture Launch: Analyzed regional bank automated marketing IP and algorithms to determine commercial feasibility for an independent venture. • Scalability & Efficiency: "Operationalized" a vertically integrated startup using Six Sigma, developing a KPI strategy that maintained margins and served as a blueprint for future acquisitions. • Contact Center Optimization: Conducted hands-on operational reviews for consumer banking call centers, creating growth roadmaps and implementing outsourcing strategies to reduce variation and manage costs.
• Capital Acquisition: Transformed the company from early-stage startup to an A-round entity, successfully raising over $3M in capital from investors including Breakthrough Energy Ventures and Toyota Tsusho. • Revenue Diversification: Expanded revenue base by securing a primary contract from the Defense Innovation Unit, stabilizing the company's financial foundation. • Executive Oversight: Managed all strategic efforts, inventory, and product strategy, ensuring effective capital utilization during rapid scaling.
• Digital Transformation: Led a multi-year, multi-million dollar online banking BPM solution implementation via Scaled Agile, reducing transaction costs by 10% through automated routing and task management. • AI Implementation: Directed onshore/offshore teams to build IBM Watson AI dashboards for top-tier clients like Vanguard and SunTrust. • Thought Leadership: Authored global call center strategies leveraging Intelligent Process Automation (IPA), AI, ML, and Blockchain.
• Asset Retention: Increased asset retention by 1,000 bps within 6 months, leading to a nationwide program rollout.