Strategic growth advisor to FinTech and Wealth Management organizations

Source and due diligence WealthTech, InvestTech, and RegTech majority and minority investments

Mentor to FinTech founders participating in Antler's venture accelerator program

Manage team to develop and implement transformational growth initiatives and manage strategic client channels. Revenue has doubled to $1.2B during tenure • Responsible for day-to-day business management and administration, including planning, budgeting, senior stakeholder management, talent management, and cross-functional coordination • Launched and led the Family Office and RIA client channel ($25B AUM) with responsibility for new business and offering development, marketing, financial advisor and client education• Drive development of Asia, Europe, LatAm and Middle East offshore expansion strategy • Co-led launch of Morgan Stanley Wealth Canada • Developed and managed the “Morgan Stanley Scholars Program” with Florida International University, a 1.5-year, four rotation program to support diverse and female talent through apprenticeship and mentorship • Selected to serve as development coach to newly promoted officers, mentor to emerging and diverse leaders and summer analysts; active member of WM Analyst Program recruiting team• International Wealth Management Executive and Operating Committee member; Private Wealth Management Operating Committee member

• Developed Corporate Retirement business growth strategy, including Target Date Fund product proposal and Project Opus acquisition assessment • Led profitability assessment, target market strategy and execution plan for Stock Plan Administration organization. Analysis integrated into business case for strategic partnership with Solium Inc.

The Jason Anderson Foundation provides children in need with the opportunity to participate in a team sport to enable character development, sportsmanship and pride of competition

Recruited by CFO and CAO to develop, manage and execute organizational expansion initiatives. • Led launch of Private Equity firm, Cain International, with functional responsibility for Finance & Operations post-launch • Led launch of Dubai-based joint venture, with functional responsibility for Finance & Operations post-launch

Served financial services and life sciences clients on post-merger integration, market entry strategy, operational outsourcing, and real estate rationalization consulting engagements • Led team of 35 executives and consultants at global mortgage servicing organization to develop and execute operational mortgage process mapping as part of post-merger integration • Developed technology commercialization and market entry strategies for global Life Sciences enterprise

Managed cross-functional teams to develop and execute initiatives to differentiate service offering and accelerate revenue growth. Assessed business implications from Dodd-Frank regulatory proposal. • Established values-based client service model and supported business development. Served on enterprise-wide committee to develop environmentally-focused investment solutions and allocate planned $2B capital investment.• Led marketing strategy development for advisory investment solutions • Developed and executed custom pricing strategy to 100,000 clients

• JPMorgan Asset Management: International Equity - Client Portfolio Management • JPMorganChase: Rotational leadership development program