• As a strategic consultant to the COO group at a leading European investment bank post-divestiture, led multiple initiatives in regulatory change, governance transformation, and operating model optimization. Key projects: - Optimized a >$800M Ops & Tech budget, reducing TCO and enabling improved front-to-back budgeting through the adoption of a new governance model. - Steered the build-out of a new operating model by facilitating a governance forum with senior IB executives. - Created a C-suite reporting framework with key metrics and KPIs to track progress towards strategic goals and key programs such as sourcing, regulations, workforce, and high-tech investment.• Conducted global macroeconomic and equities research across Energy, Consumer, Technology sectors for Clay Hill Capital LLC, a boutique investment management firm. Built a portfolio of equities & emerging markets ETFs. • Advised a startup offering wireless charging of Electric Vehicles on strategy and financials for investor pitches.

• Program director at one of the largest health insurance accounts. Responsibilities include client management, matrix management across service lines for delivery of all programs within the account, with a range of staffing models, transformation and innovation (including Deep learning and Generative AI). Part of the leadership team in the process of growing the account.• Conducted Independent Peer Reviews of large deals (>$80M) with “troubled programs” and recommended turnaround solutions.• Spearheaded multiple programs for a Fortune 20 retail firm as client steward, reporting to global CTO and leadership team. Responsibilities included overseeing >100 client and multiple consulting firm resources , program governance, issue resolution, finance, and stakeholder reporting. - Developed new operating model based on SRE principles for cloud-based data management platform (Snowflake, Data bricks on Azure), improving service levels. Conducted strategic assessment of outsourced IT services, amending contract with key vendors. - Successfully managed the build out of a solution, with two health-tech startups, establishing Clinical Trials line of business for client with $50M topline impact, linking patients with sponsor-led drug development.

• Led pre acquisition technical due diligence of a "digital first" credit card company for a major bank holding company, overseeing detailed reviews of supplied documents across key categories, including Organization, Data Models, Product Experience, Infrastructure, and PCI Compliance. Result: successful acquisition.• Facilitated and managed partnerships with AI Fintech startups.• Stabilized post-merger SAP-Azure integration project as direct report to regional CIO and global head of infrastructure. Created plan, governance, and risk framework for on-time delivery.• Structured and built-out a product management function for a global top 5 asset manager's defined contribution recordkeeping (DCRK) business. The deal is a first in the DCRK eco-system, >$2B lift-out of operations & tech while re-designing the operating model to a managed services, agile, cloud native. Oversaw op-model design, go-to-market strategy, and matrix managed product and innovation teams.• Managed a $10M/yr innovation program using AI/ML techniques to create POCs, transforming client's business as part of a $750M ops & tech lift-out for a top 5 global telecom firm, involving 27 new locations and >2500 employees. Responsibilities included governance and matrix management for ideation, finance, and execution.• Led the operating model design of a cloud and digital innovation Center of Excellence for an automotive firm. Forecast cost savings of >10M in the first year alone for the organization and making the CoE self-financing.

Collaborated with CRO, CIO, and leadership across Investment Bank (IB) and Asset Management (AM) groups. Led successful strategy and governance projects, mentoring junior team members to drive results. • Co-created a comprehensive enterprise-wide strategy and roadmap for Group-IT, enabling financial and operational excellence, working closely with CIOs and COOs. • Led multiple competitive intelligence, benchmarking, and operating model development initiatives across IB, AM, and global CRO organizations, delivering project portfolio rebalancing worth >$350MM. • Managed span of control project to rationalize organization and governance across functions and geographies at Director and VP levels, driving recurring cost savings of >$25MM• Established a financial justification framework, delivering increased transparency for technology R&D group.

Investigated financial fraud for a global computer manufacturer resulting in key leadership and governance changes.

Led global teams and delivered successful projects at Fortune 500 financial services companies. Managed sales pipeline and partnerships for account teams focused on two investment banking clients.• Led product development project for ModelWare, Morgan Stanley's equities research and risk management solution for investment managers focused on Pharma and Biotech sectors. Oversaw strategy, financials(>$8MM budget), and team management of 17 resources across US, China, and India to deliver a module for in-depth research, including peer group, cross-asset class, backtesting, and food chain analysis.• Successfully led multiple sourcing projects for financial services firms, identifying processes, assessing vendors, and finalizing deals with strategic vendors for captive and outsourced solutions. Achieved average net savings of 45% through labor arbitrage, after program management and ongoing costs.