Scarsdale, New York, United States
I am a global technology and data executive with deep expertise in AI, analytics, data strategy, cloud modernization, and large-scale digital transformation. My career has been focused on helping complex, global organizations reinvent how they operate by unifying their data, deploying intelligent automation, and building enterprise-grade AI platforms that deliver measurable business value. I specialize in leading transformations that sit at the intersection of AI strategy, business design, and technology execution. My work spans generative and agentic AI, predictive analytics, unified data ecosystems, governance frameworks, human-centered product design, and scalable cloud architectures. I’m known for turning fragmented systems and legacy processes into modern, intelligent, data-driven organizations. I partner closely with global technology leaders and best-in-class providers such as Google, Palantir, Snowflake, AWS, and leading fintech innovators to accelerate AI adoption, modernize enterprise data, and unlock new revenue opportunities. My leadership philosophy centers on clarity of mission, disciplined execution, simplification at scale, and empowering global teams to move with speed. My background includes running enterprise organizations across North America, Europe, and Asia, leading end-to-end AI/ML, data governance, cloud engineering, analytics, and digital innovation functions. I have built high-performing teams across New York, London, Singapore, Hong Kong, Budapest and Bangalore, and I routinely work with executive committees, boards, and global regulators to shape strategy and ensure responsible AI deployment. Above all, I am driven by a belief that AI + unified data can fundamentally transform how companies operate, how employees work, and how customers engage. I help organizations harness that transformation with vision, structure, and enterprise discipline.
Leading Citi Wealth’s end-to-end intelligence and experience platform - combining data, AI, and digital channels (advisor workstation, online, and mobile) to deliver real-time insights, next-best actions, and seamless client engagement. Responsible for unifying fragmented systems into a single intelligence layer that powers both decisioning and experience, enabling more personalized and proactive wealth management. Driving platforms including Advisor Insights, AskWealth, CitiScribe, and Portfolio Intelligence across global wealth.
- Cloud Strategy - Data Strategy, Services, Sharing, Mesh, Architecture, Products - Data Science - AI (Generative AI) - Large Language Models - Machine Learning - Visualization - Data Governance - Data Quality - Analytics - Digital Assets - Distributed Ledger Technology (DLT) - Blockchain - Innovation - Strategic Investments Portfolio/Acquisitions (FinTech, Private, Start-Ups) - Client Experience (Highest Priority!) - Institutional Clients - Client Onboarding - Client Service Stability/Experience - Structural Transformation
Head of Wealth Management Analytics & Data: - Cloud Strategy / Architecture - Data Strategy/Enrichment/Integrations - Machine Learning Operations & Platforms (Model Dev, Monitor, Deploy, Manage) - Media Platforms - Client & Prospect Cross-Sell/Up-Sell Platforms - Lead Routing Engines - Financial Advisor & Management "Next Best Action" Platforms - Visualization & Data Prep Infrastructure & End User Enablement/Training Programs - Client & Employee Digital Survey & Clickstream (Adobe+)Platforms - Campaign Management (Salesforce+) Infrastructure - Servicing Platform Strategy (Human Cross-Sell/Up-Sell Channels) - Program Office for Analytics & Data Platforms - Customer/Client Genome Program - Hyper Personalization - Analytics & Data Employee Engagement & Adoption
- Next Best Action - AI Platforms - Analytics Data Strategy / Governance / Quality - Business Analytics Management - Digital Analytics - Data Visualization / Reporting / Data Services
- Wealth & Investment Management Finance (WIM) steward, owner and stakeholder responsible for implementing and driving Financial information management - Oversee data management governance processes for WIM Finance & across the Lines of Business - Responsible for data management policies and standards including: + Data ownership – stewardship and business governance of data + Data life cycle – requirements and controls + Data quality – controls to ensure data is complete, accurate and fit for purpose + Data classification – classification/taxonomies of data leveraged for control & reporting + Authoritative sources – defining & implementing adoption of ‘golden’ sources + Data protection – implementing strategic controls to prevent unauthorized data access - Establish processes to ensure consistent execution and reporting of Finance data - On-going ownership/coordination across the LOBs & Finance and strongly influence to drive adoption - Strategic partnership with WIM and Coporate Technology to support the agenda - Partnership with significant Firmwide functions/initiatives & actively involved in their strategies - Home Office Product Line Reporting & Analytics - Offshore Reporting & Analytics
- Strategic Programs/Technical Platform - Commercial Services - Consumer Analytics - IT Financial Management, Process Excellence, and PMO - Lead for Poland Service Center (Deployment) - Liasion to Demand Management Investment Governance (DMIG) Team
- Manage Global Wealth Management Production Essbase Applications / Financial Systems / Data Management - Manage Global Wealth Management Business Line Reporting Environment (Teams: US Wealth Management, Private Wealth Management, Investment Products & Markets, Marketing & Client Experience, and Retail Banking) - Manage offshore reporting team (Budapest)
VP - Manager Corporate Technology: Financial Systems, Essbase Applications, Hyperion / Oracle Products, SQL/Web Applications - Developer Hyperion/Essbase