- Bringing potential investment opportunities to the Fund- Helping evaluate potential portfolio investment opportunities- Advising portfolio companies on business growth strategies

Advisor to CEO of leading private markets crowdfunding and secondaries platform

Advisor to CEO; Connector to VCs and potential strategic investors

- Driving new business and partnerships for leading PE-backed data automation workflow solutions provider in scale-up mode- Owning ARR growth at strategic clients - Opening new doors at large banks where Xceptor currently has no footprint- Responsible for driving channel sales with key partners such as Wipro, Eigen, eClerx, UST and others- Defining GTM business cases by client type and partner - Working with field marketing on webinars, client events and thought pieces- Introducing Xceptor C-Suite to other C-level leaders within our immediate / adjacent FinTech ecosystem

- Innovation Mentor @ BNY's Digital Accelerator- Procurement oversight of market data, investment & trading platforms, banking applications & software and services related to core investment and markets functions- Sourcing DeFi, AI and ML solutions- Aligning 8-member team with BNY's key lines of business; building use-case expertise and early engagement model to drive better outcomes (better solutions, better commercials) for the firm- Collaborating closely with Digital Partnerships team on evaluations of emerging technologies- Driving process change in the procurement life-cycle with a goal to reduce friction and eliminate latency- Partnering with Global Client Management to determine balance of trade between key vendors who might also be clients

Key initiatives for Chief Procurement Officer

- Advising founders of portfolio companies as part of the Go-to-Market (GTM) advisory program at SixThirty Ventures- Helping founders with sales, marketing, client management & organizational scaling challenges

- Built & led a 5-person world-class, global client success function within a high-energy blockchain firm providing the underlying technology powering cryptocurrency exchanges globally (60+ exchanges in 30+ countries across 5 continents).- Team generated net ARR > $4M in 2018- Minimized client churn to below industry metrics- Participated in Series A roadshows- Deeply involved as "voice of the client" in product strategy direction

· Managing key relationships with 5 Front Arena® clients representing > $70B in AuM· $4MM in sales (TCV): Renewals=$1.4MM; New Licensing=$1.1MM; Professional Services=$1.5MM · Developing trusted adviser relationships within clients' C-Suite (CTO, CIO, COO, CDO)· Providing thought leadership for sales and product management on the Insurance360® offering · Planning and organizing quarterly Front Arena® client engagement forums across the Americas· Leveraging industry relationships to drive broader connectivity across multiple FIS businesses

- Part of a five-member team with oversight of the firm’s largest 75 institutional client relationships globally- Conceptualized, maintained and refined holistic client plans for each strategic client- Lead client briefings with senior executive sponsors to enhance focus on key relationships and greater connectivity with relationship management teams- Facilitated the delivery of the entire firm –“One BlackRock” –to strategic clients by helping client teams navigate the firm to position the appropriate products, solutions and resources to address client needs- Liaised with cross functional teams across the globe to expedite the resolution of persistent service and operational issues related to key clients- Worked with investment team leads across asset classes and strategies to proactively raise performance issues and push for appropriate remedial actions and follow-ups- Created quarterly ‘state of the business’ presentations delivered by the head of the institutional business to the Global Executive Committee (BlackRock’s 20 senior-most leaders) - Developed case studies highlighting the firm’s unique value proposition as a result of its scale and platform- Created and refined a client segmentation process to bucket strategic relationships into “growth”, “maintain” and “defend” categories- Utilized segmentation methodology to identify “growth” clients for inclusion into the Program- Produced monthly trend analysis reports based on asset flow data across the global institutional platform- Organized and participated in client portfolio review meetings with product specialists, portfolio managers and senior client executives- Orchestrated exclusive CIO-level events to foster connectivity between clients and BlackRock’s C-Suite- Participated in panel discussions and mentoring workshops as part of a business-wide mentoring initiative

- Continued to oversee relationships with key insurance clients of the Aladdin® portfolio management platform- Co-lead a business-wide 'harvesting' effort bringing the “One BlackRock” model to BlackRock Solutions clients- Actively involved in mentoring new hires and junior analysts

- Managed insurance client relationships that generate over $12 MM/year in fees.- Responsible for all aspects of client relationships including training, project management, issues tracking and vetting all development requests & client requirements.- Trusted advisor to C-Level executives at clients representing over $180 billion in general account assets.- Helped a FORTUNE 500 life & mortgage insurer build its investment business from inception including risk reporting, front-office processes, trade operations, infrastructure and technology.- Successfully implemented Aladdin (a complete portfolio & risk management product solution) at a leading asset management firm with over $60 billion in assets.- Developed deep knowledge of investment practices within insurance and re-insurance sectors.- Primary liaison between clients and the BlackRock development, delivery & training teams.

- Responsible for relationships with JPMorganChase, Barclays Capital, Deutsche Bank, and Bank of America.- Achieved 125% of annual quota of $2.25M in new licensing & consulting services sales.- Developed knowledge of complex front, middle & back-office risk management & trading processes.- Allocated & oversaw consulting professionals at client-sites based on proactively generated needs.- Led weekly client meetings/calls with C-Level executives (CIO, CTO, Head of Middle Office, Head of Energy Business).- Organized pre-sales demos and post-sales support and implementation projects as necessary.- Liaised with technology, middle & front office professionals to successfully close out any major outstanding issues

- Responsible for customer satisfaction & market-share/revenue retention at JPMorganChase ($20 million p/a)- Project management of large scale competitive displacements & product roll-outs at client site- Create and maintain client “heatmaps” to facilitate ongoing SWOT analysis and competitive strategies- Owning & delivering pre-sales demos of Reuters value proposition in coordination with sales team- Leveraging knowledge of client’s businesses to develop and finalize new business- Deliver feedback to product management & development and ensure ongoing follow-up- Primary point of contact within client facing staff for senior management in Editorial & Marketing- Mentor client development executives by conducting regular best practices workshops

- Employed statistical metrics to determine the quality of corporate fundamental data.- Led projects and data quality audits encompassing fixed income, equities, and indices content.- Benchmarked Reuters content, analytics and product functionality against competitors.- Cross-trained analysts from other groups, mentored new hires.

- Monitored and validated real-time & historical fixed income pricing for US debt markets.- Planned and implemented fixed income pricing test plans for Euro and Millennium projects.- Developed, promoted and maintained Reuters Emerging Markets Fixed Income Indices.