United States
From an inquisitive mind, wanting to change the way things work for businesses. Today, I am a Business Transformation Specialist and Entrepreneur helping businesses transform their processes and experiences. In the health as well as asset management fields, I have overseen teams bringing out of the box solutions that merge technology with human needs. My journey as an entrepreneur has fueled my passion for innovation, working with startups especially on the business model of Software-as-a-Service (SaaS), opening up new avenues of growth and aligning with market trends. Working with executives, I have led digital initiatives that join technology, the business agenda, and customer experiences. My Key Strengths: 🦾 Collaboration at senior management level 🦾 Leadership of PMO projects and IT strategy 🦾 Management in a demanding high-paced environment acutely challenging 🦾 Deep domain expertise in a SaaS business model, Healthcare, and Investment Banking segments 🦾 Entrepreneurial mindset and participation in startup ecosystems I am fueled by innovation and solution-finding. My journey is a palpitating story of walking out from my comfort zones to drive success and achieve alignment in business objectives. It is the path paved with entrepreneurial spirit that leads not only me but others to be excellent.
As a senior leader at CHF, I’m building the Strategic Solutions Office from the ground up — a department focused on driving execution, process modernization, and digital transformation across the organization. From high-impact programs to daily operational workflows, I help teams translate strategy into results through structured delivery, cross-functional alignment, and scalable digital tools. I’m also leading the development of a high-performing team that partners across CHF to bring clarity, momentum, and discipline to complex initiatives.
Driving business transformation and operational excellence for clients as Founder & Principal Consultant at ELS Optimize, leveraging innovative strategies and digital solutions.
At Glassbox, I led the establishment of the company’s first globally-focused Project Management Office (PMO) from the ground up, with a clear mission: to unify project management processes and drive operational efficiency across the organization. Key Achievements: • Built the PMO: Launched and directed the development of the PMO, ensuring seamless global delivery and aligning project management practices across departments. • Monday.com Integration: Spearheaded the integration of monday.com as the backbone for customer lifecycle management, optimizing workflows from onboarding to project delivery, executive reporting, and cross-departmental communication. • Data-Driven Culture: Fostered a culture where data became a critical decision-making tool, driving transparency, accountability, and better project outcomes. • Post-Sales Transformation: Developed and implemented enterprise-wide procedures to enhance the post-sales customer experience, focusing on consistency and quality, resulting in improved customer retention and advocacy. This role was about connecting strategic, operational, and technological dots to drive unprecedented levels of transparency, efficiency, and customer satisfaction.
In a rapidly evolving financial landscape, I spearheaded the digital transformation and customer experience strategy for the Wealth Management division, ensuring our operations were future-ready and customer-focused. Key Achievements: • Established the PMO: Launched and structured a Project Management Office (PMO) to set best practices across all facets of the Wealth Management division, enhancing efficiency, \ timelines, and resource allocation. • Operational Excellence: Identified and implemented key operational improvements that transformed Client Services, setting a gold standard within the division. • Digital Workforce Initiative: Led the deployment of Robotic Process Automation (RPA), seamlessly integrating human-led operations with digital automation to drive unprecedented process agility and efficiency. • Customer Experience Enhancement: Crafted a customer journey that was digitally empowered, ensuring a seamless, high-touch experience that enhanced client satisfaction and retention. This role involved merging strategic foresight with cutting-edge technology to not only redefine how we operated but to shape the future of wealth management.