Functional Skills

Business Operations
Data Governance
Leadership Development
Project Management
Risk Management
Strategic Planning
Systems Integration
Wealth Management
Process Improvements
PMO Transformation
ERP Implementation
Change Management / Org Design
Portfolio Optimization
Program Management
Artificial Intelligence

Software Skills

Jira
Microsoft Visio
Dynamics 365
Asana
Microsoft Office
PowerBI
Microsoft Excel
Smartsheet
Quickbooks Enterprise
ServiceNow
Google Cloud Dataflow
Zoho Projects
Microsoft Project
Microsoft PowerPoint

Sector Experience

Business Services
Financial Services
Real Estate
Retail
Technology

Languages

English
Georgian
Russian

Notable Clients

Mitsubishi UFJ Financial
UBS

Experience

Broadridge Financial Solutions Management Consulting
Program Lead / Management Consulting
1/2021 - 6/2024
(NYSE: BR) –Public corporate services and financial technology (FINTECH) company with ~13,000 employees.
Program Lead / Management Consulting, Wealth Management Americas Platform (WMAP)
• Recruited to executive program management and leadership consulting position to establish a seamless organization structure facilitating large enterprise client (i.e., UBS) onboardings and platform integrations/implementations (manage project implementations, ensuring client platforms are efficient /operational): ─Provide a holistic and transparent program/project view. ─Engaged in front office functions. ─Successfully deliver on $200M+ programs; collaborate with product, business development and other teams. ─Oversee project teams consisting of Senior Product Leads, Tech Leads, Project Managers, BAs, and others.
• Establish governance strategy/structure for large-scale multi-year program, developing systems and organizational structure. Work with Big Four consulting firms (e.g., McKinsey, KPMG, et

VARTSMART CONSULTING Management Consulting
Founder & Chief Executive Officer
1/2006 - 6/2024
Business consultancy providing business transformation initiatives that energize leadership, improve operational efficiency and boost financial performance.
Founder & CEO
• Lead and implement projects/portfolios above $100M for clients in the financial, food & beverage, healthcare, technology, investment, private equity, pharmaceutical, hospitality, manufacturing, real estate, retail, telecom, and
transportation/logistics industries: ─Clients have included: The Bank of Tokyo, The Bank of Nova Scotia, Bank of America, Global First Financial Partners, Assuta Hospital, Argo Lager, Givaudan, Maccabi Healthcare Services, MUFG, Broadridge, UBS and others.
• Through clients, have consulted with Big Four accounting/auditing firms.
• Provide operational assistance for new business acquisitions internationally (U.K., France, UAE, Germany, etc.); establish
governance and oversee business operation functions as needed.

Bank of Nova Scotia Management Consulting
Senior Project Manager/Management Consulting
1/2017 - 1/2021
(NYSE: BNS) –Canadian multinational bank (3rd largest in Canada, by market cap) serving 24M+ customers in 50+ countries.
Senior Project Manager/Management Consulting
• Hired as Sr. Project Manager for AML Transaction Monitoring Risk Analytics and was selected within 2 weeks to manage PM business Data Governance Team and lead entire Project Management department: −Managed the Issue Management tool and created the SDLC structure for AML projects. THE BANK OF NOVA SCOTIA (Continued): −Liaison with stakeholders, including Anti-Financial Crime, Operations, Data, Technology, DFS 504 and Business teams.
• Responsible for creating project plans for various business lines and technology related business cases, developing mitigation plans & strategies, creating/executing vendor remediation plans and more.
• Decreased audit and self-identified issues from 200 to 20 by identifying solutions, creating issue management plan and delegating tasks. Escalated Financial Investigation Team and created

The Bank of Tokyo-Mitsubishi UFJ, Ltd. Management Consulting
PMO/Management Consulting
1/2015 - 1/2017
One of the world's largest leading financial groups with a global network of 1,000+ offices in more than 49 countries and regions.
PMO/Management Consulting
• Hired as a Business Analyst and was selected within 3 weeks to lead PMO business side of large-scale system Migration Project ($500M in project budget); successfully completed by November 2015:
−Managed teams of up to 40. Responsible for data cleansing, migration plan/strategy, and more. −Provided governance, analyzed processes, creating tracking mechanisms, and conducted weekly meetings. −Collaborated with Head office to increase efficiency and facilitate other objectives.
• Consistently delivered strong results, consequently receiving recognition for outstanding performance and achieving timely project milestones.
• Identified project risks, managed project deliverables, created schedules, presented reports, and worked in cooperation with cross-functional leaders to drive successful completion throughout all lifecycle phas

GLOBAL FIRST FINANCIAL PARTNERS, INC. Management Consulting
Management Consulting, VP
1/2012 - 1/2015
Global project finance service, investment and asset management firm.
Management Consulting, VP
• Business consulting role working on Eastern European Investment projects. Responsible for project and vendor management, gap analysis, project packaging development, investment/market research, and more; reported to CEO: −Managed 3rd party consulting teams performing investment feasibility studies. Identified/secured vendors. −Frequent international travel (US, Germany, UK/London, France, Greece, Spain, etc.).
• Managed technology project implementations (full SDLC). Successfully collaborated C-level executives.
• Led projects from inception to completion through clarifying project goals, addressing complex challenges, communicating strategies, and leading teams to achieve targeted goals in deadline-oriented environments: −Defined business requirements, coordinated with various partners, communicated with stakeholders, etc. −Built/cultivated hedge fund managers, institutional investors