Functional Skills
Business Development
Operational Efficiency
Program Management
Customer Relationship Management
Compliance and risk
Agile Software Development
Digital Transformation
Risk Management
IT Asset Management
AI Risk Management
Product Data Management
Financial Management
Regulatory Compliance
Software Asset Management
Software Skills
Microsoft PowerPoint
Microsoft Word
Jira
Microsoft Excel
Salesforce
Mailchimp
Go
Hubspot
Confluence
Sharepoint
Dynamics 365
Dynamics CRM
Sector Experience
Aerospace & Defense
Business Services
Financial Services
Healthcare
Technology
Languages
English
Russian
Countries Worked In
USNotable Clients
Bank of America
Citigroup
HSBC
JPMorgan Chase & Co
Morgan Stanley
Big 4 Accounting
Bulge Bracket Investment Banks
Fortune 500
Top Consulting Firms
Experience
Independent Consultant
Management Consulting
Advisory – Business Development & Strategy
10/2023 - Present
• Advising organizations on growth strategy, business development, and operational efficiency, including CRM implementation, automation of sales processes, and GTM strategy.
• Supported business development initiatives and marketing strategy, enhancing brand visibility, lead generation, and customer acquisition for clients with focus areas such as global data privacy, risk & compliance, and institutional investment research.
• Provided management consulting-style guidance to senior leaders on organizational growth, partnership development, and team expansion.
• Represented clients at industry events and forums, fostering thought leadership, strengthening professional networks, and building strategic partnerships.
• Supported business development initiatives and marketing strategy, enhancing brand visibility, lead generation, and customer acquisition for clients with focus areas such as global data privacy, risk & compliance, and institutional investment research.
• Provided management consulting-style guidance to senior leaders on organizational growth, partnership development, and team expansion.
• Represented clients at industry events and forums, fostering thought leadership, strengthening professional networks, and building strategic partnerships.
BLUEHOUSE LLC
Information Technology
Vice President - Business Development
1/2017 - 10/2023
• As the VP of Business Development at a technology consulting firm, served as a strategic advisor to Fortune 500 clients, providing guidance on enterprise automation adoption, digital transformation, and process optimization.
• Developed and led GTM and business development strategies, driving substantial organizational growth and expansion into new markets (annual services revenue increased over 300% since 2017).
• Provided executive-level guidance to senior leadership on account strategy, client engagement, and solution design, ensuring alignment with business objectives.
• Directed cross-functional teams, including consultants and business support staff, to deliver integrated solutions, improve operational efficiency, and expand client relationships.
• Developed and led GTM and business development strategies, driving substantial organizational growth and expansion into new markets (annual services revenue increased over 300% since 2017).
• Provided executive-level guidance to senior leadership on account strategy, client engagement, and solution design, ensuring alignment with business objectives.
• Directed cross-functional teams, including consultants and business support staff, to deliver integrated solutions, improve operational efficiency, and expand client relationships.
UBS
Finance
Director – Regulatory Program Management
10/2015 - 11/2016
• Spearheaded end-to-end management of strategic initiatives (led three major regulatory reform programs), ensuring alignment of multiple projects, products, processes, and stakeholders to achieve key business objectives.
• Successfully managed multimillion-dollar ($15mm+) budgets and led impactful initiatives across diverse functional areas.
• Leveraged strong collaboration skills to effectively partner with cross-functional teams (75+ members) including Product Management, Distribution, Marketing, Legal, Compliance, Operations, various trade organizations, and external partners and vendors to achieve strategic organizational objectives.
• Successfully managed multimillion-dollar ($15mm+) budgets and led impactful initiatives across diverse functional areas.
• Leveraged strong collaboration skills to effectively partner with cross-functional teams (75+ members) including Product Management, Distribution, Marketing, Legal, Compliance, Operations, various trade organizations, and external partners and vendors to achieve strategic organizational objectives.
Capco
Management Consulting
Senior Consultant – Banking & Capital Markets
6/2014 - 10/2015
• Managed enterprise transformation advisory engagements at large-scale financial services firms with focus on technology, enterprise transformation, and regulatory risk.
• Maintained and enhanced client relations, engagement, and communication to ensure client satisfaction and long-term partnerships.
• Maintained and enhanced client relations, engagement, and communication to ensure client satisfaction and long-term partnerships.
KPMG
Management Consulting
Senior Associate – Financial Risk Management Advisory
11/2009 - 6/2014
• Successfully managed and delivered multimillion-dollar enterprise transformation projects at large financial institutions.
• Drove business development initiatives, including networking and sales activities, to expand market reach and generate new business opportunities at major financial services firms with focus on technology, enterprise transformation, and regulatory engagements.
• Drove business development initiatives, including networking and sales activities, to expand market reach and generate new business opportunities at major financial services firms with focus on technology, enterprise transformation, and regulatory engagements.
Hedge Funds
Finance
Associate - Trading Operations
1/2008 - 9/2009
- Trading Operations Consultant at a $20 billion multi-strategy hedge fund
- Responsible for international and domestic equity trade booking, settlements, confirmations, and reconciliation
- Trading Operations Associate at a $4 billion multi-strategy hedge fund.
- Delivered support to eight institutional senior traders as a member of the trading desk team.
- Responsible for international and domestic equity trade booking, settlements, confirmations, and reconciliation
- Trading Operations Associate at a $4 billion multi-strategy hedge fund.
- Delivered support to eight institutional senior traders as a member of the trading desk team.
Morgan Stanley
Finance
Analyst - Fixed Income Derivatives
10/2005 - 11/2007
- Fixed Income Derivatives Analyst for the Credit Default Swap (CDS) trading desk
- Specialized in booking, confirmation, settlement, and reconciliation of credit derivative swaps.
- Specialized in booking, confirmation, settlement, and reconciliation of credit derivative swaps.