Executive Director Business Management
Financial professional and Management Consultant with a solid foundation in strategy development and implementation at top-tier firms.
Key Skills & Competencies
Defining and implementing business transformation initiatives
Collaborate and communicate across business functions and range of levels from C-suite to junior staff
Bridge gap between business and technology
Executive Director, Business Management, Citigroup Asset Management, 10 years
Tenure included three M&A transactions—Legg Mason acquisition, Private Portfolio Group sale to Citigroup, and joint venture with Morgan Stanley.
Led multiple business improvement initiatives and M&A transition/reorganization projects—all focused on scaling the business to support growth, manage costs, and increase client service. Identified/defined business issues, developed strategy/solutions, and steered large-scale projects to successful completion. Communicated and collaborated with many business functions, including investment management, technology, operations, sales, and risk management. Gained buy-in from C-suite to junior staff. Built and managed multiple teams with internal and external hires.
Senior Associate, Financial & Health Services Group, Booz-Allen Hamilton, 3 years
Organizational redesign: Developed consumer-focused organizational redesign for Allstate. Redesigned marketing and distribution functions and developed key marketing and distribution cross-functional processes in consumer strategy and alliance management.
Market Strategy: Created consumer-focused strategy for marketing, distribution, and product development functions for Blue Shield California. Built blueprint for implementation of product rationalization programs. Assessed internet insurance sales initiatives.
Market Segmentation: Conducted in-depth market segmentation analysis for Prudential, leveraging census data to size and segment multicultural target markets.
E-Business Strategy: Developed E-business organizational design for the IRS. Identified emerging best practices; evaluated options based on corporate structure, strategic objectives, priorities, and constraints; recommended key mechanisms for successful implementation.
Financial Analyst, Capital Markets Research and Analysis Group, Federal Reserve Bank of New York, NYC, NY 2 yrs
Analyzed capital market developments and presented findings to senior management, including property catastrophe risk securities, insurance company spin-offs of asbestos/pollution liabilities, and U.S. stock market competitiveness. Received Performance Plus Award for outstanding analysis.
Co-authored “Securitizing Property Catastrophe Risk,” published by bank.
Master of Public Policy and Administration, Columbia University, School of International and Public Affairs
B. S. in Mathematics and Quantitative Economics, Tufts University
Co-authored "Securitizing Property Catastrophe Risk," Federal Reserve Bank of New York
Deans Fellowship, Columbia University