Drove program growth initiatives and managed a team of six people. Established a structured work plan, maintained relationships with incubator counterparts and stakeholders, and implemented brand-building activities that increased client interaction and revenue generation.
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Increased client interactions by 70% by revitalizing an essential partnership, adding structure, and creating a three-year roadmap
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Boosted potential revenue growth and future client engagements by re-evaluating partnership dynamics via contract improvements

Worked with companies in various industries to provide strategic solutions and a point of view for business decisions and goals.
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Leda global team in the legal entity separation planning for a large spin transaction, leading to $10B in revenue generation
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Increased future cashflows on an enterprise strategy project for a $6B chemical manufacturer by revising and organizing the customer segmentation and leading the ideation of implementing an overall digital strategy across four global regions
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Analyzed the demand for sustainable plastic through expert interviews and market analysis for a $70B CPG company, leading to a go-forward plan and follow-on work
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Reorganized a government agency's strategic operations to allow for a more equitable solution serving more of the public

Evaluated the firm's boutique asset management firms by assessing and mitigating potential risks/fines to the firm.
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Avoided regulatory fines, capturing two issues by restructuring the risks/controls of a boutique firm with $2.9B worth of managed assets
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Decreased possible credit risk by validating operations and support functions ensuring compliance with government regulations

Served as the initial assessor, monitor, and controller of collateral reconciliations and calls for large institutional investors.
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Communicated complex reconciliations to senior management by analyzing the actions involved in resolving disputes over $30MM+
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Organized a global risk assessment for the Repo Institutional Securities Group by liaising with international teams, leading to 11 Action Plans for Implementation

Performed ongoing oversight of branch office conformity with Stifel policies, procedures, regulatory rules (KYC), and supervisory systems, reducing overall reputational risk to the firm. Licensed in Series 63 - Uniform Securities Agent State Law and Series 7 - General Securities at the time.