Sector Experience
Financial Services
Languages
English
22
years
Years of Experience
7/20
Member Since
Big 4 Accounting
Top Consulting Firms
Experience
Deloitte
Management Consulting
Senior Manager
Experience across multiple geographies working directly with banks, insurers, and investment / asset managers across high impact / large transformation initiatives across corporate strategy, target operating model, client servicing and regulatory / risk remediation. Responsibilities include program execution, management of cross-functional work streams, PMO progress reporting, supervision of internal and external team members, and stake holder management.
Integrity Investment Advisors
Start-Up
Portfolio Manager
Portfolio Manager at investment advisory firm undertaking research, and providing discretionary management of equity account portfolios, increasing the firm’s assets under management.
Pillar Capital
Operations
Director of Operations
Managed the firm’s middle and back office functions including order management, client servicing, reconciliation, accounting, and compliance