Functional Skills
Business Development
Wealth Management
Talent Acquisition
Leadership Development
Financial Due Diligence
Business Analysis
Change Management / Org Design
Customer Analytics
Employee Retention
Go-to-market Strategy
Human Capital Consulting
Organizational Culture
Organizational Leadership
Performance Management
Succession Planning
Sector Experience
Business Services
Financial Services
Languages
English
French
Big 3 Consulting (MBB)
Fortune 500
Top Consulting Firms
Experience
Egon Zehnder
Management Consulting
Partner, Head of US Asset and Wealth Management Practice
4/2006 - 11/2021
World's largest privately held executive search, board consulting and talent advisory firm.
• Core member of Financial Services, Board Consulting and Leadership Advisory practices.
• Conducted more than 350 assignments over 15+ years: board and senior executive searches, board effectiveness reviews, team and individual assessments, executive development, organizational design and culture transformation.
• Led initiative to certify Egon Zehnder US as a B-Corporation.
Partner, Head of US Asset and Wealth Management Practice (2014-2021) Boston, MA
• Rebuilt the firm's US Asset and Wealth Management Practice. Formed significant new client relationships across asset classes, asset sizes and jurisdictions.
Head of US Insurance Practice (2011-2014) Boston, MA
• Led the growth of the US Insurance Practice, including three new Fortune 100 clients.
• Core member of Financial Services, Board Consulting and Leadership Advisory practices.
• Conducted more than 350 assignments over 15+ years: board and senior executive searches, board effectiveness reviews, team and individual assessments, executive development, organizational design and culture transformation.
• Led initiative to certify Egon Zehnder US as a B-Corporation.
Partner, Head of US Asset and Wealth Management Practice (2014-2021) Boston, MA
• Rebuilt the firm's US Asset and Wealth Management Practice. Formed significant new client relationships across asset classes, asset sizes and jurisdictions.
Head of US Insurance Practice (2011-2014) Boston, MA
• Led the growth of the US Insurance Practice, including three new Fortune 100 clients.
Capital One Financial
Other
Country General Manager
1/2002 - 1/2005
Head of consumer credit bank with $150m in assets, 50,000 customers and 100+ employees. Responsible executive with French regulatory agencies.
Capital One Financial
Corporate Strategy & Development
Marketing and Analysis Director
1/2001 - 1/2002
Led all product and marketing strategy.
Capital One Financial
Corporate Strategy & Development
Director, International Strategy and Business Development
7/1999 - 12/2000
Led company's international growth strategy outside of existing markets (US, UK, Canada and France)
Capital One Financial
Product Management / Strategy
Director, Lifestyles Card Business
5/1998 - 6/1999
Grew new business line offering bespoke credit cards programs to segments identified by their lifestyle or passion.
Bain & Co
Management Consulting
Consultant
9/1994 - 4/1998
Consultant, then Case Team Leader, for a variety of clients in the financial services, retail and technology sectors. Boston, MA and Hong Kong.