As the Head of Analytics and Insights, I lead the analytics, advanced analytics, artificial intelligence and machine learning capabilities for our institutional business. I lead a team of 80+ rockstar analysts who carry the data-driven decision making for our investment product sales and clearing and custody business on their shoulders.With over 15 years of experience in the investment and wealth management industry, I have a proven track record of building cutting-edge analytical, AI/ML and digital solutions for wealth management, financial planning, investment research and portfolio construction.My passion is to create value for the business and the customers by bringing the right mix of leadership, investment knowledge, and technology. I have diverse experience in the wealth management business across data and analytics, artificial intelligence, digital experience development, personalization and experimentation, product strategy, data strategy, product management, risk management, portfolio construction, and data quality. I started my career in the start-up space and I like to build teams that can hustle like a start-up and dream like a start-up.
Listed skills include Financial Modeling, Portfolio Management, Asset Allocation, Quantitative Analytics, and 13 others.
