2017 – 2020Senior Strategy Associate / Program ManagerMember of an exclusive team that tackles key strategic issues faced by the CFO and CEO* Analyzed business-critical strategic questions and developed frameworks that clearly laid out the issues and made recommendations to the CFO, CEO, and the Board.* Program manager of a key transformation initiative that re-shaped the firm and re-invented our operations areas. Designed and led the team to achieve the vision.* Created and led a Finance Associate program to develop and mentor the next generation of leaders2008 – 2017 Product Manager, Portfolio Construction and TradingResponsible for product management for the Front Office Transformation group, including portfolio construction, security selection, risk management, trading strategies, trade execution, trading analytics, and portfolio analytics. * Visioning – Worked with senior leaders of the department to define and clearly document a future-state functional architecture that transformed our investment process. * Planning/Visualization – Partnered with key business stakeholders to structure technology initiatives on the roadmap to the vision. Prioritized projects and visualized the movie to deliver.* Delivering – Led senior business and technology leaders, along with engineering teams and project management teams, on numerous technology initiatives to design and deliver highly quantitative algorithms and business processes. * Leading – recruited, on-boarded, trained, and developed members of the product team.

Boutique strategy consulting firm focused on the energy industry in Europe and the U.S. Key activities include:* Strategy - Advised clients on high-impact business options (e.g. investing in generation, creating new business lines) in deregulating energy markets.* Thought Leadership - Generated original and innovative ideas on leading-edge issues, e.g. calculating cost of capital for a utility, transforming corporate security into a business opportunity* Energy Trading - Developed trading strategies, pricing models, and complete infrastructures for energy trading and portfolio/risk management, specifically focusing on electricity markets.* Business Development - Integrally involved in planning the future of the firm including developing business strategy and securing new business and new clients

Enron Energy Services - Analyzed fuel risks taken in electricity retail contracts.

* Managed three derivatives and portfolio management service teams that supported complex financial products, such as exotic options designed to hedge a client’s risk.* Promoted to Vice President within one year of joining the firm.

* Zurich, Switzerland – Delivered technology recommendations and process improvements for capital adequacy reporting.* London, England – Implemented a novel approach to operations that focused on operational products rather than front office products. * Amsterdam, Holland – Created a data migration strategy for financial derivative products* Düsseldorf, Germany – Served as the lead designer and programmer of a credit risk management system* Tokyo, Japan – Involved in the analysis, design, development, and implementation of a general ledger and management reporting system. Promoted to team leader of the Technology Infrastructure team within months of joining the project.