A transformation expert, business builder, and corporate strategist that brings great ideas to life.With a focus on financial services organizations, I help drive change that fosters growth, profitability, and sustainability. Throughout my career, I've played a key role in growing businesses, leading talented teams, and delivering innovative solutions for my clients' most complex and critical challenges.As a partner at IM2 Consulting and during my tenure at PwC and KPMG, I've achieved nearly a billion dollars in revenue and operational improvements. I've facilitated over $38 billion in notable M&A transactions and led the implementation for over 12 back-office vendor optimization / outsourcing programs.I'm passionate about service excellence, technology, entrepreneurship, and enabling transformation.Areas of expertise includeStrategic Planning & Execution • Launching New Products • Market Entry • Financial Analysis • Forecasting • Mergers & Acquisitions (M&A) • Transactions • Client Services • Value Creation & Growth • Technology & Operations • Process Optimization • Automation • Budgeting & Fiscal Management • Profit & Loss (P&L) • Performance Improvement • Outsourcing (BPO) • Vendor Management • Communications • Team Building & Leadership • Solution Design & Problem Solving • Market Intelligence • Operating Models • Data Analysis • Stakeholder Management • Program ManagementKey domains includeCapital Markets • Alternative Asset Management • Investment Banking • Broker Dealers • Wealth Management • Asset Servicing • Market Infrastructure • FinTech • Asset Management • Private Banking • Securities Processing • Private Credit • Direct Lending • Private Equity • Hedge Funds