11
years

Years of Experience

10/17

Member Since

Big 3 Consulting (MBB)
Bulge Bracket Investment Banks
Fortune 500
Top Consulting Firms

Experience

 
UBS Corporate Strategy & Development
Director
08/2016 - 10/2017
Director of corporate strategy for Financial Advisor workforce of 7,000.

Run business case analysis, modeling, new product development, productivity and performance enhancement, primary and secondary research. Manage a team of 3.
Merrill Lynch Corporate Strategy & Development
Vice President
03/2014 - 08/2016
Vice President of corporate strategy for Global Wealth and Investment business at BofA/ML. Run pricing analyses, workforce gearing and optimization, process and program improvement.
Marsh & McLennan Corporate Strategy & Development
Manager
07/2010 - 03/2014
Analyze market opportunities, screen for potential acquisitions, develop financial models to determine valuation, run due diligence and legal review of deals before closing.
Boston Consulting Group Management Consulting
Senior Associate
11/2006 - 12/2008
Management consultant for EMEA and Asia projects. Worked in Financial services, TMT and non-profit assignments, leading teams of client resources.
Oliver Wyman Management Consulting
Consultant
09/2005 - 10/2006
Worked as a management consultant in EMEA on financial services assignments.