Sector Experience

Travel & Hospitality
Financial Services
Business Services
Technology
20
years

Years of Experience

10/18

Member Since


Big 4 Accounting
Top Consulting Firms

Experience

 
INDEPENDENT PROJECT MANAGER Start-Up
PROJECT CONSULTANT
05/2017 - Present
• Consult with startups and financial services companies in topics from technology to strategy as well as produce deliverables ranging from design to front-end development

OTTERWIZE, INC. Other
CO-FOUNDER
05/2017 - Present
• Building a financial platform to promote financial literacy among Millennials and Generation Z, with an emphasis on innovative technology solutions

PricewaterhouseCoopers (PwC) Management Consulting
CAPITAL MARKETS AND WEALTH MANAGEMENT LEAD, DENOVO
01/2016 - 03/2017
• Industry Lead for a newly developed FinTech venture under PwC's Financial Services strategy consulting group, which focused on how disruption impacts the industry and what strategy clients need to take
• Developed relationships with C-Suite Executives and other decision makers to further the brand and lead Strategy on Demand deliverables
• Presented to potential clients on the value proposition of DeNovo and PwC

CROWDNETIC CORPORATION Start-Up
DIRECTOR OF DATA ANALYTICS
09/2011 - 01/2017
• Managed core data products and services for an innovative crowdfinance solutions provider focused on servicing the capital markets industry
• Developed end-user experience solutions for crowdfunding and marketplace-lending platforms. Industries included corporate, news, and securities
• Directed finance-related technology projects for clients throughout their lifecycle
• Integrated software and analytic engines for clients from inception to delivery.

UNION BANCAIRE PRIVÉE ASSET MANAGEMENT (UBP) LLC Finance
INVESTMENT MANAGER - PRIVATE EQUITY
05/2004 - 06/2011
• Recognized industry trends, investment ideas and sourcing strategies for product development and new business through analyzing industry, political, technical and capital market risks and opportunities
• Managed client relationships from oversight of deal sourcing and due diligence across all strategies and geographies
• Served as fund director, executing decisions on behalf of existing portfolios