New York City Metropolitan Area
Lead large-scale transformation and revenue acceleration across complex, matrixed organizations. Bridge client strategy with execution by aligning cross-functional teams to unlock long-term value. Diverse industry knowledge across capital markets and banking and at the intersection of finance and technology. Represent a commercial mindset, operational discipline, and a track record of building trusted C-suite relationships. Thrive in dynamic environments by navigating complexity, scaling partnerships, and driving growth.
Banking & Capital markets executive responsible for global asset and wealth management clients. Accountable for all aspects of the relationship relative to sales, client experience and program management. Align with a team of colleagues that champion and unite client strategic themes and needs with solutions and product roadmaps.
Established a role that combined client input, industry and competitor trends to inform the firm’s business strategy and resource planning. Presented recommendations on high priority initiatives and products to identify ownership and ensure accountability.
Managed a high performing consulting team responsible for product awareness and adoption with US and LATAM wealth management firms. Developed relationships and aligned strategy with client executives responsible for product and financial advisor relationships.
Managed a versatile global team servicing institutional clients based in the U.S., Latin America, Canada, Asia Pacific, and Europe. Team responsibilities included technology implementation, service model management and product introduction.