Associate Partner - Wealth Management Digitalization
CurrentLeading diverse business-critical initiatives in wealth management, focusing on front office advisory platforms and data for banks and insurers.→ International Markets Lead: Spearheading European go-to-market for Prometeia’s wealth management consulting, technology and data services. Includes strategy, market analysis, scouting, sales, marketing, partnerships, business case development, branch setup and product internationalization→ Product Manager: Developing and executing the product strategy and vision for Prometeia’s flagship financial advisory platform, driving customer needs alignment, competitive differentiation, and innovation → Business Lead for Generative AI: Directing genAI strategy in WM, pioneering key use cases and overseeing architecture and development→ Project Manager: Led complex consulting, technology and data projects for top-tier financial institutions across Italy and Switzerland Subject matter expert in advisory process consolidation, automation, mass personalization, MiFID II compliance & investor protection, governance, analytics and performance management
