Washington DC-Baltimore Area
I’m preparing for a career in personal financial planning, building on a long-standing passion for personal finance. I want to help people align their money with their needs, goals, and values. This new direction maps to the career journey that brought me here. I have guided financial services executives for much of my career, building and leading research and advisory teams focused on wealth management, banking, and client financial health. My background in quantitative social science (PhD) and behavioral decision-making provides a helpful analytical toolkit. I’ve translated complex analyses and data analytics to non-technical audiences to help them make better-informed choices. Whether advising C-level executives or political leaders or leading a professional services business, my focus has been on high-stakes decisions and high-quality outcomes. I am currently focused on integrating these experiences with formal financial planning coursework and training. I look forward to leveraging this combined toolkit to support individuals and families in the future. Areas of Expertise: Strategy | Consulting | Behavioral Science | Business Leadership | Quantitative Analysis | Survey Design & RCT Experiments | Organizational Innovation
Dedicating the coming months to a career pivot into the field of personal financial planning. My transition includes: • Education: Enrolled in CFP Board registered program at the College for Financial Planning. • Practical Experience: Participating in Amplified Planning’s 2026 Externship to gain hands-on experience in financial plan construction and the practical application of the financial planning process. I am leveraging my background in behavioral research, executive strategy, and business management to build a foundation for future service to individuals and families.
• Led launch and accelerated scaling of a new global research and operations team, establishing the organizational structure and high-performance culture from the ground up. • Directed the design and implementation of core research methodologies and delivery frameworks to support wealth management, insurance, and banking practices. • Oversaw research strategy and operational milestones, ensuring stability for the new function and architecting a sustainable roadmap for its future success.
• Directed program innovation, research, and evaluation efforts to guide program strategy, investments, and decisions of external and internal stakeholders. • Led development, design, and analysis of large-scale randomized control trial experiments and other primary research to improve existing programs and develop new approaches.
• Oversaw content strategy, research planning, and advisory delivery for financial services clients. • Partnered with commercial and channel teams to align services with client need and use cases. • Led group of 30+ managers, executive advisors, researchers, and operations staff.
• Designed and managed multiple membership programs’ strategy and deliverable calendars. • Collaborated with sales and channel leaders to design products and drive product engagement. • Led team of 12+ frontline managers, executive advisors, and researchers to serve financial services executives through research-based products and tools.
• Steered product strategy and annual deliverable calendar for membership program. • Oversaw in-program new product launches (such as implementation tools, diagnostics, and data) by assessing product viability, managing go-to-market approaches, and training commercial team. • Managed small research team in creating and developing research-based products for retail banking executives.
• Established and managed a new quantitative insight team of 8 in financial services practice by developing a new cross-functional research process, assessing needed capabilities, hiring staff, building India-based team, forming vendor relationships, and creating new data products.