Functional Skills
Risk Management
Communications
Strategic Planning
Market Research
Budgeting
Succession Planning
Secondary Research
Business Analysis
Change Management / Org Design
Operations Management
Software Skills
Cryptography
Sector Experience
Business Services
Financial Services
Telecom
Fortune 500
Experience
Financial Tech Advisors
Corporate Strategy & Development
Head of Strategy
1/2011 - Present
Financial Tech Advisors is a consultancy focused on FinTech & Payments Innovation
Provide advisory services and strategic planning to financial institutions, retailers, and tech companies around their FinTech innovations, business development, and operations.
Recent engagements include (more available upon request): › Delivered market research on payment processing costs for SaaS company seeking to evaluate their revenue sharing agreements with third-party payment processors for B2B digital transactions. › Led primary & secondary research for client interested in understanding the cryptography market and use of payment hardware security module solutions in the cloud. › Sized market for new B2C mobile payment application and identified consumer needs to ensure a successful app design and launch. › Analyzed global card network's merchant service fees in 31 countries to determine alignment between fees and value provided to merchants via premium cards.
Provide advisory services and strategic planning to financial institutions, retailers, and tech companies around their FinTech innovations, business development, and operations.
Recent engagements include (more available upon request): › Delivered market research on payment processing costs for SaaS company seeking to evaluate their revenue sharing agreements with third-party payment processors for B2B digital transactions. › Led primary & secondary research for client interested in understanding the cryptography market and use of payment hardware security module solutions in the cloud. › Sized market for new B2C mobile payment application and identified consumer needs to ensure a successful app design and launch. › Analyzed global card network's merchant service fees in 31 countries to determine alignment between fees and value provided to merchants via premium cards.
EDGAR, DUNN & COMPANY
Management Consulting
Senior Consultant, Digital Payments
1/2008 - 1/2010
Edgar,Dunn & Company is a global consulting firm specializing in Payments & FinTech
-Performed quantitative analysis and proposed optimal solutions for global clients in the payments industry.
-Engagements included financial valuation, litigation support in financial services, and quantifying the impact of federal regulatory and legislative reform.
-Performed quantitative analysis and proposed optimal solutions for global clients in the payments industry.
-Engagements included financial valuation, litigation support in financial services, and quantifying the impact of federal regulatory and legislative reform.
Citibank
Finance
Management Associate, Risk Management - Credit Cards
1/2007 - 1/2008
Citibank is the third-largest U.S. credit card issuer, with over $400B in annual transactions
-Adjusted risk-based pricing tiers on a major retailer's credit card portfolio. Doubled the portfolio's projected 5-year EBIT.
-Performed data analysis and made recommendations which reduced projected operations expenses by $1.5MM over a three-year period by changing portfolio's underwriting criteria and eliminating some manual processes.
-Adjusted risk-based pricing tiers on a major retailer's credit card portfolio. Doubled the portfolio's projected 5-year EBIT.
-Performed data analysis and made recommendations which reduced projected operations expenses by $1.5MM over a three-year period by changing portfolio's underwriting criteria and eliminating some manual processes.
Standard Bank Group
Finance
Intern, Corporate & Investment Banking
6/2006 - 9/2006
-Created custom summer internship while at Harvard Business School with two East African banks which did not have formalized internship programs for MBA candidates studying outside of Kenya.
AT&T
Operations
Manager, Regulatory & Compliance
1/1998 - 1/2005
Began telecom career in customer service and was consistently promoted bi-annually from service rep,to leading a team of 13 service reps, to holding a mid-level managerial position in BellSouth's regulatory division.
-Managed a team of Analysts responsible for querying transaction databases using programming language SQL. Created and presented Executive-level reports submitted to the Federal Communications Commission and Georgia State Public Service Commission for BellSouth's entrance into new markets.
-Selected for company's Gateway2 Leadership Program designed to develop high potential managers with strong leadership behaviors. Also selected for The MindField Group's Step Ahead pilot program for high-achieving junior female managers identified as having executive potential.
-Managed a team of Analysts responsible for querying transaction databases using programming language SQL. Created and presented Executive-level reports submitted to the Federal Communications Commission and Georgia State Public Service Commission for BellSouth's entrance into new markets.
-Selected for company's Gateway2 Leadership Program designed to develop high potential managers with strong leadership behaviors. Also selected for The MindField Group's Step Ahead pilot program for high-achieving junior female managers identified as having executive potential.