Strategic operator focused on orchestrating emerging and innovative technology to advance a FinTech software solution that will bridge the gap between entrenched legacy payment systems and nascent technology to build a powerful future ecosystem.

Strategy consultant team member responsible for collaborating with Compliance and Risk team to design and develop global, cross-organizational optimization plan to improve regulatory compliance processes, global team collaboration and communication, and establish organizational efficiency and best practices.

Enterprise Innovation Capability •Incubated opportunistic product portfolio across end-to-end operational model including new product go-to-market launch and new ESG organizational capability.•Led agile development of financial literacy learning platform in partnership with national, educators public sector non-profit.•Led rich customer-centric user experience design, product development and go to market execution.•Drove enterprise collaboration across IT, product, marketing, design, sales, compliance, risk and operations cross-functional teams.Business Process Transformation•Generated 96% improvement in efficiency and 19x scale enhancement and optimization of proprietary research and portfolio management processes.•Led operational design and launch of wealth management operational model to achieve a 2x increase in managed account AUM over previous year.•Led data analytics ERP implementation of 3rd party software with annual scale impact of $1M through with zero incremental business unit costs. Organizational Change Management•Led cross-functional business model transformation and change management initiative drove culture of collaboration, operational efficiency, technology platform innovation, and value chain enhancements.•Implemented new cross-functional team organizational structure to establish culture of agile innovation to accelerate annual net inflows and new product launches/enhancements annually.Technology Platform Integration•Led cross-divisional platform calculation engine methodology harmonization, stakeholder alignment, and technology roadmap execution.•Led integrated technology platform and visualization tool innovation initiative to drive enhanced decision support and data rich analytics.•Managed IT resources and translated product features and deployment roadmap priorities to accelerate efficient technology delivery.

Microsoft Office Suite | Google Suite | Monday | Asana | Airtable | Trello | Quick Books | Jira | Mural | Typeform | Vimeo | UXPRESSIA | Infografx | Rawshorts Animation Studio | Strategyzer | Tableau | Spigit | SurveyMonkey

• Learning Content & Curriculum Design | Diversity & Inclusion | Innovation Capabilities | Financial Literacy• Training Program Facilitator • Innovation Workshop Design and Execution• Harvard ManageMentor Program Innovation and Creativity Certificate• Agile Development | Lean Innovation & Start-up• Design Thinking | Journey Mapping• Google Project Management Certificate• Amazon Cloud Fundamentals Certificate• Wharton Business Foundations Certificate• Lean-Six Sigma: DMAIC• Business Process Mapping• Kotter Change Management