Managing Principal
CurrentRecent engagements:- Regional Fintech for Small-Medium Sized Businesses (SMBs): cost takeout and organizational change initiative to exit a large vendor and develop a self-sufficient technology organization. - Global Private Bank/Wealth Manager: business case and product design to build a Digitized Fundraising platform for the startup community (founders and investors);- Tier 1 Wealth Manager: partnership design and integration between the Wealth Manager and Registered Investment Advisor (RIA) to launch a banking-as-a-service (BaaS) offering;- Global Wealth Manager: vendor scanning to build a NextGen community platform for Ultra-High-Net-Worth-Individuals (UHNWIs);- Global Investment Bank: technology platform design and product management for traders and treasurers to optimize liquidity and understand key event drivers and trends;- Regional Investment Bank: product expansion strategy design to help assess and bolster the Bank's suite of capital markets product offerings;- Global Commercial Bank: target operating model design to enhance client onboarding and banker experience, and achieve operational efficiencies across businesses, regions and functions.
