Functional Skills

Project Management
Business Unit Strategy
Product Strategy
Financial Modeling
Go-to-market Strategy
Program Management
Industry Expertise
PMO Transformation
Strategy Development
Operational Transformation
Communications
Data Engineering
Internal Communications

Software Skills

Microsoft Project

Sector Experience

Business Services
Financial Services
Real Estate
Retail
Technology

Languages

Spanish
French
Romanian

Notable Clients

AIG
BNP Paribas
JPMorgan Chase & Co
TransUnion
Top Consulting Firms

Experience

Imagine Capital Group Finance
Founder and General Partner
4/2016 - Present
Imagine Capital Group is a merchant bank focused on investment banking, strategy consulting and venture investments. The investment banking business focuses on $50MM-$250MM capital raises for venture capital, real estate, secondary and ESG funds as well as direct Fintech investments. The strategy consulting business specializes in Buyside Due-Diligence, Strategic Advisory & Transformation, and Strategy Partnerships.
Summary of Skills Finance
Advisor to PE and VC firms
5/2016 - Present
Entrepreneur with ~20 years of success within the FinTech & Financial Services industry having executive roles in venture capital, corporate strategy, corporate development & business development. Demonstrated senior executive track record in generating revenue, negotiating partnerships, acquiring equity deals & achieving cost savings in the millions. Seeking to support private equity, venture capital & financial services firms in driving their agenda to achieve significant monetary success.
FIS Corporate Strategy & Development
Corporate Strategy, Corporate Development and Business Development
4/2014 - 8/2018
SEE CV FOR MORE INFORMATION
- Responsible for creating and vetting the annual, five-year strategic plan for the WRA division; ~$300MM in revenue, $300+ employees; delivered and prepped the division c-suite for the board of director’s presentation
- Responsible for corporate and product strategy, segmentation and distribution, price, competitive differentiation and go-to-market planning for Relius, the largest 401(k) FinTech platform; ~$50MM in yearly revenue, $55B AUM flows, 1MM+ participants
AT KEARNEY Corporate Strategy & Development
SENIOR STRATEGY MANAGER
10/2012 - 4/2014
SEE CV FOR PROJECT DETAILS

A.T. KEARNEY – MANAGER - FINANCIAL INSTITUTIONS GROUP WITH GROWTH, COST AND RESTRUCTURING EXPERIENCE.

Sample Clients: Bridgewater, National Bank of Canada, Ameriprise, The Hartford
Accenture Corporate Strategy & Development
Strategy Manager - Financial Services
9/2002 - 10/2012
SEE CV FOR PROJECT DETAILS

ACCENTURE – ANALYST TO MANAGER - CORPORATE STRATEGY GROUP FOR FINANCIAL SERVICE CLIENTS. GROWTH, COST REDUCTION AND RESTRUCTURING EXPERIENCE.

Sample Clients: JP Morgan, BNP Paribas, Northern Trust, Comerica, SCOR Reinsurance, ABN AMRO, ING