Functional Skills
Business Analysis
Business Development
Business Operations
Change Management / Org Design
Product Development
Business Unit Strategy
Program Management
Project Management
Digital Transformation
Revenue Growth
Regulatory Compliance
Operational Efficiency
Risk Management
IT Asset Management
Compliance and risk
Software Skills
Artificial Intelligence
Jira
Microsoft Office
Microsoft Excel
Sector Experience
Business Services
Financial Services
Technology
Notable Clients
Fidelity Investments
MetLife
Morgan Stanley
State Street
Big 4 Accounting
Bulge Bracket Investment Banks
Fortune 500
Top Consulting Firms
Experience
Meta
Operations
Global Senior Program Manager - AI Strategy & Transformation, Global Operations
1/2024 - 9/2025
• Defined and executed AI strategy for a 1,000+ headcount operations organization to automate 60+ workflows, reduce average review time, optimize/augment/replace human review with AI.
• Used a data-driven approach based on demand taxonomy to generate business insights to identify high priority, high-volume and high-risk workflows and cases to be automated with AI.
• In close partnership with engineering teams, drove 20% reduction in annual OpEx by deploying LLMs, GenAI and low code solutions to improve agent productivity, augment and replace agentic reviews. Successfully launched 14 AI initiatives in 6 months, unlocking $25M+ in annualized savings and reducing average case handling time by 15-70% in targeted workflows. Developed and implemented adoption strategy and change management processes.
• Managed a portfolio ofprojects and transformation initiatives to revise policies, improve quality in production workflows, uplift data and analytics capabilities, improve precision of demand-supply matching, elevate platform capabilities to drive operational efficiencies. Designed and implemented project governance framework, KPIs, metrics and status reporting across portfolio.
• Used a data-driven approach based on demand taxonomy to generate business insights to identify high priority, high-volume and high-risk workflows and cases to be automated with AI.
• In close partnership with engineering teams, drove 20% reduction in annual OpEx by deploying LLMs, GenAI and low code solutions to improve agent productivity, augment and replace agentic reviews. Successfully launched 14 AI initiatives in 6 months, unlocking $25M+ in annualized savings and reducing average case handling time by 15-70% in targeted workflows. Developed and implemented adoption strategy and change management processes.
• Managed a portfolio ofprojects and transformation initiatives to revise policies, improve quality in production workflows, uplift data and analytics capabilities, improve precision of demand-supply matching, elevate platform capabilities to drive operational efficiencies. Designed and implemented project governance framework, KPIs, metrics and status reporting across portfolio.
JPMorgan Chase & Co
Product Management / Strategy
Executive Director - Payments Transformation, Commercial Banking Strategy
1/2017 - 1/2024
• Directed execution of a multi-year Payments Transformation and GTM Program sponsored by the Operating Committee to double revenue in 3 years.
• As the Head of PMO, developed the program roadmap and orchestrated collaboration across 150+ stakeholders across Product, GTM, Engineering, Data, Operations, and Compliance to optimize GTM strategy, refine roles and responsibilities, improve operational efficiencies and optimize change management.
• Spearheaded redesign of the Payments API operating model and customer journey to better serve B2B technology ecosystems, improving developer experience and driving a 20% increase in customer satisfaction scores.
• As the Head of PMO, developed the program roadmap and orchestrated collaboration across 150+ stakeholders across Product, GTM, Engineering, Data, Operations, and Compliance to optimize GTM strategy, refine roles and responsibilities, improve operational efficiencies and optimize change management.
• Spearheaded redesign of the Payments API operating model and customer journey to better serve B2B technology ecosystems, improving developer experience and driving a 20% increase in customer satisfaction scores.
PricewaterhouseCoopers LLP
Management Consulting
Director – Financial Services Technology Advisory
1/2013 - 1/2017
• Provided technology advisory services to financial services clients; was responsible for business development, project scoping, statement-of-work development and project execution. Managed project teams sized between 3 and 10 people; coached and promoted staff.
• Advised a retail bank on operational efficiency, regulatory compliance, and risk management, delivering 25% AML compliance cost reductions while improving program effectiveness.
• Optimized transaction monitoring processes, reducing alert volumes by 10% and investigation times by 30%.
• Designed a global AML and sanctions screening operating model for a top-tier asset management firm, avoiding significant fines and ensuring global framework and process standardization.
• Advised a retail bank on operational efficiency, regulatory compliance, and risk management, delivering 25% AML compliance cost reductions while improving program effectiveness.
• Optimized transaction monitoring processes, reducing alert volumes by 10% and investigation times by 30%.
• Designed a global AML and sanctions screening operating model for a top-tier asset management firm, avoiding significant fines and ensuring global framework and process standardization.
PRICEWATERHOUSECOOPERS RUSSIA B.V.
Information Technology
Senior Manager – Technology Advisory
1/2012 - 1/2013
• Partnered with C-suite of a leading retail bank to redesign its IT strategy and develop a 3-year strategic roadmap to improve agility, transparency, and alignment with business priorities.
• Led a team in design of a 5-year tech roadmap for Russia's Sovereign Pension Fund to drive infrastructure modernization, improve user support, increase automation and optimize ROI.
• Led a team in design of a 5-year tech roadmap for Russia's Sovereign Pension Fund to drive infrastructure modernization, improve user support, increase automation and optimize ROI.
Ernst & Young (EY)
Information Technology
Manager – Financial Services Technology Enablement
1/2007 - 1/2011
• Advised diverse financial services clients on adoption of emerging technology solutions to manage finance, compliance and credit risks while delivering enhanced shareholder value and managing costs. Ensured customer success and value realization by establishing close partnerships with executives and implementation teams.