Financial services strategy and performance transformation in banking, wealth management, payments, and fintech sectors

Management consultant serving the banking sector on corporate strategy, performance improvement, product development, risk management and innovation

Member of the Finance Committee of the Alliance, a national network organization for human services nonprofits, providing governance oversight of spending, investment, and financial management and reporting activities

Executive Advisor to financial services private equity firm, focused on banking, credit, and finance and risk analytics opportunities

Independent advisory boutique focused on identifying and developing active performance improvement strategies for underperforming financial institutions

Business leader and advisor to CEOs, CFOs, CROs, and business line executives of large, complex financial institutions on a wide range of strategy, performance improvement, transformational change, organizational design, regulatory relationship management, and finance and risk-related topics, in North America, Europe and Asia. Roles included Governance Committee member; Management Committee member; senior partner, Finance & Risk Management practice; practice head,, North American Capital Markets; practice head, Strategic IT and Operations; head of Corporate Development; and head of PE/VC coverage.