Joined this environmentally focused for-profit startup in a fractional advisory role, supporting executive leadership with financial modeling and pricing, developing commercial agreements, driving internal operations, and facilitating sales and marketing strategies. • Sustainability Innovation: Develop an expertise in artificial coral reef solutions and coastal erosion prevention to generate high-value marketing strategies, pricing structures, and sales directives to ensure profitability for this startup venture. • Funding Acquisition: Successfully supported the company through two funding processes• Corporate Governance: Established a governance framework and risk management policies to ensure organizational stability.• Operations Leadership: Supported projects including the installation of artificial reefs

Recruited to take full ownership of NexJ Systems' strategic product vision for financial services, leading the planning, definition, and development of industry-specific products, and partnering with clients and prospects to deliver exceptional customer experiences.• CRM Product Launch: Launched a new CRM product tailored for financial services, including wealth management, gaining traction with 100s of wealth management industry players. • SaaS Revenue Growth: Delivered a new SaaS product iteration, generating significant revenue growth within year 1.• R&D Leadership: Led Research & Development efforts, overseeing an R&D team of 4 to identify new product opportunities and steering the company towards futuristic solutions. Integrated R&D team into Pre-Sales and Sales ops to increase close rate.• Artificial Intelligence: Built an integrated AI strategy to enhance advisor efficiency and engagement, optimizing schedules, streamlining operations, and using generative AI for effective data management and follow-up action recommendations.• Design Thinking: Applied design thinking into product development to enhance creativity and user-centric product creation.• Market Expansion: Managed functional partnerships to drive product value and expand market reach, including specialist representation at major Financial Services conferences and events.• Software Re-platforming: Successfully led the re-platforming of the company’s software, enhancing functionality and user experience. Guided all change management and customer success efforts tied to this multi-year change project. • Strategic Partnerships: Managed key functional and technical partnerships, contributing $1.5m to the company.• Enterprise CRM Product Management: Led product management for an Enterprise CRM targeting large financial services clients, supporting 90,000 enterprise users.

Founded the independent consulting practice, supporting 20+ clients in the wealth management and environmental sustainability fields with a range of services including financial modeling, technology consulting, accounting, value proposition definition, and much more.• Financial Modeling: Developed a comprehensive financial model for an artificial reef generation company, enabling accurate forecasting and strategic financial planning for environmental initiatives.• Wealth Management Strategy: Created a sophisticated Wealth Management strategy for industry-leader and crafted compelling sales pitches tailored for collaboration technology, enhancing client engagement and partnership opportunities.• Regulatory Change: Conducted in-depth regulatory change impact analysis for whitepapers and marketing materials, focusing on an enterprise customer management solution, ensuring compliance and relevance in a rapidly evolving regulatory setting.• Process Streamlining: Overhauled the production process for the luxury menswear producer, enabling a 30% reduction in production time while maintaining its industry-leading quality.

Promoted for the 3rd time into this global executive leadership role by the investment banking giant, taking on a team of 35 with a budget of $16M USD to drive globally focused organization-wide change as well as advising the UK COO directly on strategy.• Change Management: Delivered multiple business-redefining changes impacting Wealth Management operations across the UK, impacting disciplines including Regulatory, Strategy, IT, Process, and Controls for a division of 300+ personnel. • Program Achievements: Delivered projects including the decommissioning and integration of Relationship Management systems, integration of Morgan Stanley's UK Wealth Management business leading to a 30% increase in AUM and client base, and the creation of a groundbreaking Joint Venture for UHNW investors.• Regulatory Compliance: Ensured rigorous program delivery, aligning with new regulations applicable to Wealth Management including RDR, FATCA, EMIR, MMR, FSCS, and others. • Client-Focused IT Solutions: Partnered with relationship managers to address their needs through new products, services, and business acquisitions. Liaised with colleagues across IT and business units to actualize these improvements for clients.

Oversaw the CFO function for 15 locations in EMEA outside the UK, managing a team of 70 and reporting directly to the CFO for EMEA.• Global CFO: Acted as CFO for multiple regions including Poland, Turkey, and Spain, leading a 16-member team remotely and implementing CFO strategies across all European offices.• Project Management: Owned project delivery for accounting and regulatory reporting requirements for new office openings in EMEA, ensuring robust and controlled completion of all group reporting, financial and regulatory submissions, and product coverage for Securities, Derivatives, WM, and AM businesses.