Part of founding team that has developed and scaled a white label turnkey B2B2C streaming technology platform from zero to upwards of million dollars in revenue with multiple live clients.Responsibilities: - Financial planning and resources allocation for entire firm - Developing, maintaining and evolving pricing model - Pricing negotiations and contracting with prospects - Invoicing and financial support for clients - Lead relationship manager responsible for managing and growing one of the clients - Legal and Financial reporting and compliance across all corporate entities (UK, Poland and Dubai) - Quarterly and monthly financial updates for investors - Payroll management - Vendor relationship management and Vendor payments

40% CFO + 20% COO + 20% Mathematician + 20% Analyst = 100% Co-FounderAnthro.AI is a collection of Anthropologists, Mathematicians, Data-Scientists and Market Specialists who build ethical, machine-based systems that create maps to navigate complex landscapes. We answer really hard questions, fast and at scale.https://next.anthro.ai

Primary Responsibilities: Leading strategy and business planning for Investment Services (IS) Europe, Middle East and Africa (EMEA) division (~20% of BNY Mellon’s total revenue); Generating ideas for IS corporate development and ensuring its alignment with strategy; Creating strategy documents for board of directors, investors and regulators; Setting EMEA diversity strategy Strategic Focus: Revenue growth strategies for EMEA region; Shifting from a product based to a platform based business model; Responding to shift in control of retirement assets from institutions to individuals; Positioning for barbelling of investments into passives and alternatives; Responding to disruptions in the payments space; Brexit; Evolving operating model to drive digital transformation; Analyzing the long term effects of new technologies like Blockchain and AI Key Accomplishments: Successfully led IS’ (~70% of BNY Mellon’s total revenue) global corporate strategy effort on an interim basis (Jan – Sep 2016): Led the development of IS CEO’s presentation for the annual BNY Mellon board of directors strategy meeting; Supported the development of strategies of IS Business Units (BUs), collated them to create the overall IS strategy and organized the annual IS strategy offsite to ensure buy-in from key stakeholders; Created a new business planning and reporting framework and oversaw its implementation across all IS BUs Led the inaugural IS EMEA growth strategy formulation, which was approved for implementation by the IS CEOLed a team that identified a $1.3 billion+ revenue opportunity in the UK retail investments market by creating a 5-year projection model and carrying out in-depth research by interviewing insurance firms, platforms, wealth/asset managers, advisors, pension funds and technology vendorsContributed to the development of the Bank’s Robo-Advisor by finding a scalable sub-accounting and record keeping solution

Asset Liability Modeling (ALM) and Consulting: Member of the firm’s two-person ALM team. Responsibilities included:Supporting pension fund clients with periodic analysis to make decisions regarding portfolio selection, setting risk parameters, making amendments to pension plan design and contribution schedules Maintaining, enhancing and providing client support for proprietary ALM and asset allocation models that were purchased by clients on a subscription basis Creating thought leadership articles and participating in new business development through client interactions and pitchesContributing to Segal Rogerscasey’s quarterly client commentary and investment outlookCapital Market Assumptions: Member of a two-person team responsible for setting annual capital market assumptions and model portfolios, using statistical and economic models developed in-house and market data, that were utilized across the firm’s client portfolios ($400 billion+ in total AUM) Manager Research: Evaluated traditional and alternative investment managers; responsibilities included participating in frequent update calls, writing client focused research notes and putting together and presenting manager search booksProduct Development: Led the research and development of Commodity Splice, a proprietary commodities index, and associated passive investment fund utilized by the firm’s pension clientsLed a three-person team responsible for the design and maintenance of Segal Yield Curve, a proprietary yield curve used in-house as well as by clients for valuing corporate liabilitiesDesigned, tested and maintained the Segal Scoring System, a proprietary system for ranking mutual funds