An independent management consultancy. Over the past 10+ years I have had the privilege of building this consultancy, fulfilling functions as independent senior advisor, consultant, and interim manager in financial services, corporate finance, and private equity. I serve as the conduit accountable for focusing international & diverse teams of up to 50 in surpassing client expectations in strategic business development, value creation, B2B key account management, sales strategy, capital generation, and treasury management services. As a Senior Advisor for an international corporate finance firm, I was wildly successful in generating new leads valued at over €100 million and identifying 10 M&A succession mandates. In supporting this success, I led the origination of corporate finance transactions in the D.A.CH. regional SME sector focusing on TMT, private equity, fintech, and financial services.Some of my memorable outcomes include:- Formulated and executed go-to-market strategies for two private banks.- The strategic diagnosis of B2B & B2B2C sales strategies for SME clients in the e-commerce sector, building bespoke organic and inorganic growth initiatives.- Advising two founder teams in completely different industries in raising seed financing and developing and executing disciplined business plans. - Significantly improving adjusted risk-rated returns for two major family offices. - Exceeding client expectations in the profit earned on the sale of two family-owned businesses to PE funds.

An innovative Digital Wealth Management start-up applying state of the art Factor Investing portfolio management methodologies.More recently, I was selected to support FinTech client Ginmon, in Frankfurt and Shanghai, as their interim Chief Business Development Officer for a year-long contract. With their blessing I led the formulation and execution of B2B and B2B2C growth strategies and initiated and negotiated partnerships and strategic alliances with banks, IFAs, and insurance companies. Relatedly, I evaluated the viability of international expansion options in Europe and Asia. Most notably, we were able to drive a 200% increase in growth of assets under management and raised €10 million from VC investors as the conduits of a Series A financing round. I reported directly to the Ginmon CEO.

A global consulting firm enabling rapid business outcomes by bringing together the right people to create transformative change.As Practice Leader, I enjoyed this novel opportunity to represent the brand and contribute to the firm’s success in a much broader way. I took every opportunity possible to initiate collaborations with senior bank executives, asset managers, and insurance companies, maintaining visibility and open lines of communication, a practice that served to increase sales volume and cross-sell opportunities. I also maintained my sales, advisory, and project management proficiencies across functions including information management, governance, risk and compliance, human capital, finance, and accounting.Most notably, I delivered pipeline growth of 100% p.a. by building global key account coverage for FIG consultancy practice and originated three major FIG consulting relationships through successful listing as a preferred supplier. I reported to the CEO EMEA.

An American multinational investment bank and financial services corporation (NYSE: C) and the third-largest banking institution in the US.With Citigroup I led a team of 120 key account and product strategy managers as the business manager. I maintained focus on corporate objectives in concentrating their efforts across areas of focus including payments, securities, funds, and trade services across the EMEA Region.Together, my team and I enjoyed many successes including facilitating significant increases to profitability after concentrating on increasing cross-sell ratios; strategizing approaches to increase share of wallet; delivering revenue growth that exceeded expectations by developing and executing a dynamic non-organic growth strategy; and acquiring a major master KAG and a custody and securities clearing businesses from regional banks.Equally notable successes involve exceptional cost savings realized after making the decision to outsource two key projects and fund administration to local banks in Germany and Luxembourg.We also significantly advanced our market position after initiating two strategic alliances in the European payments and custody sector.I enjoyed supporting teams dispersed across international borders and applied my experience to contributions I made as a key member of the European Management Committee. I reported directly to the CEO GTS EMEA.

As Director & Chief of Staff I was given full authority by the CEO of Corporate & Investment Banking to establish and led a team of 15 German-speaking technology, media, and telecommunications corporate coverage experts. Together we were charged with delivering syndicated lending, project and acquisition finance, debt capital markets, and transaction services objectives. Our efforts ultimately culminated to generate a massive multi-million euro surge in global client revenues. At the same time, I was leading this team through the origination and closing of 10 major corporate finance deals in the telecom and media sectors in Germany with Deutsche Telekom, Bertelsmann, Kirch, ProSieben, Mannesmann/Orange and overseeing the inaugural capital markets transaction for Bertelsmann. With so much activity happening every day my team did not disappoint in demonstrating a meticulous attention to detail and consistent and communication practices in balancing all of this activity.In addition to the overtly bottom-line corporate goals I was able to support I was proud to have been selected to receive the esteemed Global Relationship Management award for developing banking relationships with Deutsche Telekom and Bertelsmann. I also enjoyed representing my team as a contributing member of the German Management Committee and served as COO responsible for the budgeting process, P&L, staffing, target market expansion & continuous improvement of the operating margin.

Relationship Manager | Global Relationship BankProduct Manager Securities Lending | Worldwide Securities ServicesExecutive Trainee | World Corporate Group