Led $50M Financial Services consulting portfolio overseeing account management, sales, new growth, practice leadership, and talent development.
• Established local Strategy practice and delivered $2.8M in new engagements in the first 14 months
• Developed go-to-market strategy for financial services/benefits startup, establishing a multi-tenant SaaS business model and executing transformation roadmap for the platform
• Led generative AI proof of concept for medium sized Wealth Manager that leverages clients' portfolio data to generate customized sector index products and visualizes results
• Advised F500 company's B2B unit's on go-to-market strategy, resulting in 3-year execution roadmap targeting $5B in incremental revenue
• Assessed data strategy and new operating model for a regional bank and 3 private equity portfolio clients

Strategic advisor for financial firms, specializing in market analysis and growth strategies.
• Advised one of the world's largest custodian and asset servicing banks on competitive market strategies and developed a 3-year strategic plan for the Board.
• Guided Private Equity investor through a commercial real estate portfolio strategy review and provided valuation of tenant lease option rights
• Advised global trading firm on market opportunities and risks to new commodities markets

• Spearheaded corporate strategy development for $5B revenue business lines, overseeing annual planning processes and presenting to senior leadership and the Board
• Crafted go-to-market strategies fueling growth of a $540M Data and Analytics Services business
• Executed $100M+ in business development and M&A deals for market expansion
• Developed product and regulatory strategies to defend a $450M+ revenue business amid regulatory changes

• Oversaw $155M P&L, directing strategy, business development, and operations for global metals business line; managed team of 13 across NY, London, Singapore, and Chicago
• Achieved a 38% YoY increase in trading volume from Asia through strategic sales and marketing initiatives.
• Launched 6 new global products and expanded customer sales and servicing into new markets
• Executed a joint venture to expand client solutions and forged strategic partnerships to enhance competitive positioning
• Led Gold Tokenization proof-of-concept, digitizing gold assets for trading
● Director, International Corporate Development & Finance 2007 - 2012
• Led end-to-end deal sourcing, structuring, and negotiation for international product partnerships, technology services, M&A, and minority investments
• Closed 20+ partnership deals across Asia, Latam, and the Middle East, boosting international revenue 25%
• Led comprehensive country sales growth strategies to maximize market penetration, includ

• Led end-to-end deal sourcing, structuring, and negotiation for international product partnerships, technology services, M&A, and minority investments
• Closed 20+ partnership deals across Asia, Latam, and the Middle East, boosting international revenue 25%
• Led comprehensive country sales growth strategies to maximize market penetration, including a multi-year China strategy, elevating China to the largest revenue contributor in Asia
• Established strategic offices in Beijing, Seoul, and Sao Paolo, overseeing risk and regulatory compliance

• Shaped product and tech strategy for telecom clients, managed business development, budgeting, and project delivery.
• Provided merger integration advisory and business case development.

• Spearheaded web marketing and omnichannel sales strategies, while sourcing and negotiating technology partnerships

• Crafted eCommerce strategy for a major retailer and managed partnerships for customer applications
• Developed operations strategy for a global financial system launch for a global auto manufacturer, unifying 7 global business unit P&Ls.