New York, New York, United States
I am a senior enterprise leader driving operational transformation, cross-functional alignment and end-to-end platform strategy across global financial services and fintech. Trusted business partner to senior leadership, known for shaping and executing strategy through disciplined business management, expense optimization, and operational excellence. Led complex, cross-functional initiatives, including platform transitions, business integrations, outsourcing, AI adoption, and risk management, while collaborating across finance, HR, technology, legal, compliance, and procurement. A solutions-oriented, data-driven leader driving results, strengthening controls, and enabling sustainable growth in highly regulated, global environments. I'm known for strengthening operational efficiency, partnering closely with cross-functional teams, and contributing to client strategy in complex and emerging markets. As a collaborative, data-driven leader and trusted partner to senior executives, my career includes significant time in Hong Kong as a regional Business Manager, where I supported eight offices across Asia Pacific. This experience shaped my global perspective and reinforced my ability to manage stakeholders and navigate diverse operating environments and supporting overall business resilience. I focus on aligning business strategy with execution, optimizing cost structures, enhancing governance and controls. Most recently, as a Director within the Chief Operating Office of Global Investment Banking at Barclays, I led global market data strategy ($78m), business process outsourcing ($9m), and major operational initiatives supporting more than 2,000 professionals worldwide. Working with suppliers and technology partners, I scaled the use of AI tools across the enterprise. Previously at Bank of America Merrill Lynch, I managed a $120m global market data portfolio, led an enterprise data service, business integration saving $11m and workflow improvements across investment banking.
Investment Banking COO/Business Management: . Head of Global Market Data Strategy and Business Information Services . Account Executive: Third Party Managed Services (BPO) . Program Manager: Global Simplification
Investment Banking Business Management: . Head of Global Market Data Strategy and Business Information Services . Business Lead: Merrill Lynch / Bank of America Integration
Investment Banking Business Management/Chief of Staff: New York: . Business Resilience . Head of Administrative Development Program . Business Support Services . Operations Management Hong Kong: . Business Strategy & Planning . Business Administration - 8 Countries; 350 Investment Bankers . Client Event Planning and Execution . Cross Functional Leader