Partner with industry heads in defining business strategy and priorities; Drive execution of strategic initiatives, business efficiency programs, competitor analysis and control agenda; Responsible for managing all aspects of finance support including balance sheet management, budgets & forecasting, business reviews, expenses, headcount, revenue shares, sales pipeline, wallet review

Work with wealth management business units to help build a long-term strategy and develop measures that realize our business objectives. This required assessing organizational performance, developing achievable goals and implementing processes that improve organizational effectiveness and build a sustainable competitive advantage.

Experienced manager leading projects in strategic planning, organizational health and change/adoption management. Proactively lead project teams to build client relationships and drive innovative solutions to streamline inefficient processes.

Business/Product Development and Strategy

Worked in Australia/New Zealand Sales while studying abroad in Hong Kong.