Experience
Types of projects: Market sizing; New market entry; Market research; Competitor analysis; Product prioritization; Financial forecasting
- I co-authored 8 strategy/policy reports on strategic trends in banking, asset management, alternative investments, and the retirement industry
- Project/people management
- I managed and completed multiple projects (from ideation/resourcing/staffing/partnership development/scoping/oversight/launch)
- Relationship management/business development
- I identified and cultivated 30+ new relationships with senior business/investment/government leaders
- Strategy engagements (new market entry, new product development, organizational design, price benchmarking, marketing strategy)
- Research (focus on alternative investments: private equity, hedge funds, pension funds, sovereign wealth funds)
- Improved the success of sales teams through pipeline conversion and customer/product segmentation analysis.
- Created financial forecasting models that helped the executive team set firm level strategic planning targets.
- Improved the success of sales teams through pipeline conversion and customer/product segmentation analysis.
- Created financial forecasting models that helped the executive team set firm level strategic planning targets.