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.

Portfolio Manager at investment advisory firm undertaking research, and providing discretionary management of equity account portfolios, increasing the firm’s assets under management.

Managed the firm’s middle and back office functions including order management, client servicing, reconciliation, accounting, and compliance