Developing product strategy for Neuberger Berman’s Private Wealth division. Leveraging deep industry insights and competitive analysis to recommend strategic initiatives aimed at accelerating client acquisition and revenue growth.

Launched a startup to offer Citi products to independent Wealth Management firms. Pitched to over 50 firms, structured multi-year partnerships with many firms, including one of top 5 retail brokers in the U.S. Launched new products for partners, led large-scale technology integration efforts with clients, and worked on making Citi products more competitive. Hired a dynamic team across sales, servicing, product management, and operations & technology, to drive significant revenue growth over 5… Show more Launched a startup to offer Citi products to independent Wealth Management firms. Pitched to over 50 firms, structured multi-year partnerships with many firms, including one of top 5 retail brokers in the U.S. Launched new products for partners, led large-scale technology integration efforts with clients, and worked on making Citi products more competitive. Hired a dynamic team across sales, servicing, product management, and operations & technology, to drive significant revenue growth over 5 years. Show less

Worked with the global Private Bank management team to grow a $2.4B revenue business to $3.7B revenue business. Implemented more disciplined client management sales process, launched new business and segment strategies, strengthened operating model, enhanced product platform, implemented new tech initiatives, strengthened risk controls, led portfolio of expense initiatives, and managed internal business functions to focus on client excellence. In prior role as Chief Operating Officer for North… Show more Worked with the global Private Bank management team to grow a $2.4B revenue business to $3.7B revenue business. Implemented more disciplined client management sales process, launched new business and segment strategies, strengthened operating model, enhanced product platform, implemented new tech initiatives, strengthened risk controls, led portfolio of expense initiatives, and managed internal business functions to focus on client excellence. In prior role as Chief Operating Officer for North America, partnered with the management team to increase revenue from $900M to $1.4B. Show less

Worked in and then led Strategy groups across the company. Business lines for which developed strategies: Asset Management, Brokerage, Corporate and Investment Banking, Retail Banking, Consumer Finance and e-Citi (Tech business). Led work around growth strategies, M&A, salesforce strategies, product distribution, country prioritization, pricing optimization, business turnarounds, and tech strategies.