Sales & Pricing

Notable Investments: Pinecone, Impulse Space, Biofire, Poolit, Cerebras Systems, Shield AI, Minicircle

► Conceptualized and championed a B2B2C Wealth product, pioneering a new business model with over $100M in projected revenue. * Initiated market research and identified a market gap in wealth management offerings to [client segment] * Conducted customer interviews with CEOs and individual customers and synthesized user insights into product requirements and user stories * Presented product vision and roadmap to C-level leadership; received sponsorship to build a cross-functional team; co-led product development and pilot► Led the Alternative Assets product strategy across major business lines * Conducted market research and competitor analysis; identified emerging clients’ needs and redefined ideal customer profiles * Leveraged data to score the effectiveness of Citi’s existing offerings against clients’ needs; identified new opportunities * Presented strategy refresh including new banker coverage and incentive models, new products, and synergistic KPIs► Advocated for and designed a cross-organizational deal intelligence tool, targeting $1B+ of missed deal volume/annum. * Analyzed firm-wide data of prior missed opportunities and conducted stakeholder interviews to design product * Developed a testing plan and leveraged user feedback to rapidly prototype on product design and user experience (UX)► 3rd hire of the team; supported recruiting and saw the team grow to 40+ members

► Re-structured a $125m senior unsecured transaction with a defaulting borrower, enabled the business to net $[ ]millions in fees► Led a $5M+/yr PnL business following leadership departure; grew AUM by ~26%► Developed a risk management dashboard for pledged collateral, preventing $200m in potential losses by enabling near real-time margin calls

Traveled to Beijing, Shenzhen, and Hangzhou for six weeks