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Executive Leader | Fin-Tech & Ops | Strategy & Transformation

Hands-on executive, director and adviser experienced in all aspects of business and technology operations. Following a recent strategic exit of the business I founded, I am now on the lookout for new and interesting opportunities. Track record of taking companies to scalable and profitable stages, with a background in lean startups through Fortune 500 companies. Possess broad base of knowledge across functional areas to guide partners in strategy development, operations management, financial planning, team leadership, and effective communications. History of establishing, developing, and growing technology-enabled companies and business lines in the financial services industry.

• Entrepreneurship
• Strategic Planning, P&L Ownership
• Mergers & Acquisitions
• Change & Program Management
• Project Management
• Sales Channel & Partnership/ JV Development
• Finance & Accounting
• Customer & Vendor Relations, Contracting
• Wealth & Asset Management - RIA and BD
• Regulatory Compliance - Investment Adviser

United States
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