Apply Industry Expertise and Technology to
Transform Business and Help Client Succeed
A high energy organized and visionary leader in the financial services industry; specializing in client engagement, client success, business transformation, operations excellence, regulatory change, and product development through investment in digital technology, innovation to promote business growth and enhance the client experience.
Significant exposure ranging from buy side hedge funds and investment managers to sell side prime brokers and capital markets, covering a variety of clients including professional investors, family offices, sovereign funds, investment managers, insurance, banks, broker dealers and hedge funds. Broad base of financial markets background in fund structures, cross jurisdictional regulations, investor relations, collateral management, clearing and global markets access. Products supported include equities, fixed income, FX and derivatives.
Global leader overseeing various functional teams across three regions (N.A., Europe and Asia) with a total of 13 locations. Advocate of diversity and inclusion, clear communicator, articulate vision, promote accountability, active mentor, sponsor of succession planning with talent pipeline.
Chief Operating Officer (COO) | Chief Administrative Officer (CAO)
Business Transformation | Operational Excellence | Product Development
Client Engagement | Client Success
Global Markets | Capital Markets | Banking Operations | Securities | Fixed Income
Client Life Cycle |Client onboarding | Client Transition
Skills: CPA | Python | Blockchain | Lean Six Sigma