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.
Habitat for Humanity, Build Days Volunteer, Current
The Montessori School, Board of Trustees, Parent Association Co-Chair, 2 years; Book Fair team and Auction Leadership, 1 year
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