• Managed cross-functional operations, directing global teams in Marketing, Talent Acquisition, Human Resources, and Finance, with a total direct report of 22 professionals.
• Collaborated with Solutions Design, Delivery & Engineering, Revenue Operations, Customer Success, and Partnerships to create a scalable, efficient operational environment for over 200 team members.
• Established a board of advisors, enhancing engagement and decision-making through proactive communication and coordination.
• Led and closed the company's first Series A financing round, securing growth capital through comprehensive due diligence and strategic negotiations.
• Launched and managed the company's equity incentive plan, aligning stakeholder interests with company performance.
• Drove a 38% workforce expansion and 18% revenue increase by leveraging gap analysis and business process optimization.
• Completed legal restructuring to improve global efficiency, establishing Canadian operations and implem

• Led the development and launch of a global wealth management platform, successfully integrating all products and services onto a single global platform, enhancing global client service and operational efficiency.
• Drove global expansion efforts, including standardization of processes across Switzerland, Germany, Hong Kong, and Singapore, resulting in over 80% of assets under management being consolidated onto the unified platform.
• Spearheaded an Asia-Pacific fraud remediation initiative, performing over 40 risk assessments and process evaluations to enhance fraud detection and prevention, ensuring alignment with global regulatory compliance standards.
• Engaged directly with regulators and government agencies on behalf of the client to report progress and secure approval for remediation strategies.
• Developed and enforced stringent fraud management policies and control procedures for high-risk profiles, leveraging data-driven insights; formulated and presented recommendations

• Managed multi-disciplinary team coordination and resource management of 120+ internal and external team members for a major outsourcing initiative for a global hedge fund and leading international bank, ensuring operational excellence and adherence to strategic risk mitigation plans.
• Spearheaded the execution of the outsourcing initiative, overseeing program scope, schedule, and budget to ensure timely delivery and alignment and facilitated effective communication across teams by preparing and leading all-hands calls and weekly program updates to internal and external stakeholders.
• Managed 12 vendors globally and enforced project governance to streamline the integration of a $125B asset portfolio into the bank's platform, achieving operational scalability and cost efficiency in a demanding environment.
• Spearheaded the creation and implementation of comprehensive communications strategies, encompassing program-wide training, all-hands meetings, roadshows, and town halls, effe

• Led cross-functional efforts to document 70+ existing business processes and design new processes to streamline functions, eliminate redundancies, and maximize resource allocation for federal and local government agencies.
• Spearheaded the design and delivery of sales pitches and business development efforts resulting in $3M in additional work.
• Developed and implemented strategic plans for process improvement initiatives, enhancing efficiency and operational performance across multiple federal and local government departments.
• Conducted in-depth analysis of client operations, providing actionable insights and recommendations to senior officials in federal and local government to drive policy and procedural changes.
• Coordinated and facilitated workshops and training sessions for government personnel, fostering skill development and ensuring the successful adoption of new processes and technologies.

• Engaged with the Department of Justice and multinational law firms on the development of bespoke e-discovery platforms, enabling efficient review of extensive data volumes while ensuring legal compliance.
• Streamlined client interactions and over 40 internal processes, ensuring timely project completion within regulatory deadlines, enhancing client satisfaction and retention.
• Facilitated cross-functional collaboration among legal, IT, and compliance teams to align project goals with regulatory requirements, significantly improving overall project efficiency, user adoption, and success.