Functional Skills

Business Unit Strategy
Change Management / Org Design
Collateral Development
Digital Marketing / Advertising
Digital Experience Design

Software Skills

AEM
Content Management Systems (CMS)
Marketo
Microsoft Office
Salesforce
Sharepoint
Siebel CRM
Microsoft Excel
Microsoft PowerPoint
Microsoft Word

Sector Experience

Financial Services

Languages

French

Experience

Independent Consultant Management Consulting
Independent Consultant
1/2021 - Present
Results-driven Consultant and Advisor leveraging 20+ years’ experience in Asset Management and Capital Markets consisting of Executive Management, Sales, Marketing, and Product with a particular emphasis on international expansion and operations. Areas of expertise include Turnaround, Strategy, Target Operating Models, Automation, Branding/Messaging, and Integration.
Amundi US Marketing
Head of International Retail Marketing
1/2018 - 12/2019
Responsible for driving the export of U.S. managed investment capabilities through Amundi’s global offshore retail distribution network.
Amundi Smith Breeden Corporate Strategy & Development
Chief Marketing Officer
5/2015 - 12/2017
Responsible for definition, execution, and oversight of company global sales and marketing strategy across all channels; product and service development and management; and corporate growth strategy.
Union bank Management Consulting
CCAR/DFAST Consultant
8/2014 - 2/2015
Member of a Consulting team responsible for developing tools to forecast assets/liabilities and PPNR for the bank’s CCAR and Capital Plan submission; drafting balance sheet and PPNR forecasting methodology technical documentation and results analysis.
TCW Corporate Strategy & Development
COO-International
1/2009 - 7/2012
Responsible for the design, implementation and management of infrastructure to support independent international expansion.
TCW Product Management / Strategy
Global Quant Product Manager
7/2007 - 12/2008
Responsible for representing Paris-based Equity team in US and serving as the link between domestic sales and international investment teams.
Societe Generale Asset Management Sales
Deputy Head of Institutional Sales
1/2003 - 6/2007
Responsible for creating an institutional business in Scandinavia and Switzerland.
Societe Generale Asset Management Marketing
Marketing Manager
10/2001 - 12/2002
Responsible for collateral development and management for a fixed income product line.
CDC Ixis (Natixis) Research
Market Economist
10/1997 - 4/2001
Macroeconomist and interest rate strategist