Sector Experience

Telecom
Financial Services
Business Services
Social & Public Sector
Technology
26
years

Years of Experience

7/19

Member Since


Big 4 Accounting
Bulge Bracket Investment Banks
Top Consulting Firms

Experience

 
Beaufloat LLC Management Consulting
Principal
08/2016 - Present
Strategic advisory developing novel concepts and capabilities, enhancing value chains and product ecosystems, and harnessing emerging technologies to accelerate innovation, venture creation, business transformation and competitive advantage.

Agentic Group Start-Up
Managing Partner
09/2016 - 10/2017
COO for advisory services partnership and associated consortium that helps clients and members harness innovative platforms and models based on blockchain technology.
* Advised governments and corporations on blockchain technology applications and decentralized governance structures.
* Designed a crypto-incentivized innovation platform to spur creativity in blockchain application ecosystems.
* Established the global operating model and engagement strategy for collaborating with affiliates.

Citi Finance
Director
10/2006 - 07/2016
Strategy Manager in COO Office for Operations and Technology organization. Coordinated implementation of ICG O&T strategic plan (cost base ~ $4B) to accelerate transformation and profitability. Development and execution of the information technology strategy across the capital markets, investor services, transaction services and private bank. Coordinated the business and regulatory priorities for the ICG organization and developed the first O&T-wide governance framework.

Strategic Systems Solutions Finance
Senior Consultant
02/2003 - 10/2006
Undertook various assignments to establish and support in-house services and platforms for the investment banking division at Deutsche Bank. Integrated various customer relationship management (CRM) applications within the Global Sales business. Provided business management, vendor and consumer services for an integrated instrument data service platform. Rolled out front-office risk, control, and trade execution applications to bank-affiliated hedge funds.

Deutsche Bank Finance
Associate
11/2000 - 02/2003
Process Lead for Prime Services Technology organization implementation of customer relationship management initiatives. Coordinated the implementation of a comprehensive outsourced Help Desk service to support the trading platform and client reporting website used by hedge fund clients.
Product Analyst in eConsulting unit tasked with competitive assessments comparing e-business strategies of six Bank competitors.

Deloitte Management Consulting
Systems Analyst
08/1998 - 11/2000
Systems Analyst participating in various global consulting engagements for the Financial Services and Telecom practices.
* Conducted strategic assessment of order fulfillment and billing processes for a leading financial data vendor.
* Built and operated an online tool for ordering Digital Subscriber Line (DSL) services from a major telecommunications firm.