Functional Skills
Business Analysis
Business Operations
Business Development
Business Planning
Change Management / Org Design
Data Analysis
Data Governance
Data Management
Data Strategy
Financial Modeling
Operational Due Diligence
Operational Efficiency
Financial Statement Preparation
Cost Reduction
Risk Management
Software Skills
AWS
Microsoft Excel
Pandas
Python
SQL
Microsoft PowerPoint
Microsoft Office
Capital IQ
Google Sheets
Sector Experience
Financial Services
Languages
English
Countries Worked In
US
Bulge Bracket Investment Banks
Fortune 500
Experience
Verition Fund Management
Corporate Strategy & Development
Head Of Platform Ops
1/2022 - 2/2025
• Built and led a 10-person global team, instilling KPI-driven accountability and ownership that raised client NPS by 22%.
• Defined and executed multi-year platform strategy, aligning technology investments with growth and scalability goals for $10B+ AUM.
• Spearheaded market access and liquidity optimization initiatives, reducing trading costs by 5% across multiple product lines.
• Trusted advisor to executive leadership on operational strategy, risk management, and firmwide resource allocation.
• Defined and executed multi-year platform strategy, aligning technology investments with growth and scalability goals for $10B+ AUM.
• Spearheaded market access and liquidity optimization initiatives, reducing trading costs by 5% across multiple product lines.
• Trusted advisor to executive leadership on operational strategy, risk management, and firmwide resource allocation.
Bank of America
Operations
Operations Manager
1/2020 - 1/2022
• Re-architected front-to-back operating model for $700M+ daily flow, leading cross-functional teams to cut issue resolution time by 30% and raising client satisfaction scores (CSAT) by 15%.
• Secured $1.8M in OpEx funding by presenting an ROI case for automation initiatives with an 18-month payback.
• Managed cross-functional teams (trading, compliance, technology), aligning stakeholders on front-office priorities.
• Delivered a 12% P&L uplift by streamlining analytics and transparency in reporting workflows.
• Secured $1.8M in OpEx funding by presenting an ROI case for automation initiatives with an 18-month payback.
• Managed cross-functional teams (trading, compliance, technology), aligning stakeholders on front-office priorities.
• Delivered a 12% P&L uplift by streamlining analytics and transparency in reporting workflows.
UQITCHEN DIGITAL
Start-Up
Founder
1/2018 - 1/2020
• Founded and scaled a food-tech marketplace from zero to accelerator-selected product (Google NYC; 2nd/30+); shipped MVP in 12weeks.
• Hired and led an 8-person team and GTM motion; owned P&L and KPI cadence (CAC, LTV, payback) to steer growth.
• Validated demand via eight pilots/partnerships; pivoted based on regulatory findings, lifting conversion and retention by 7%.
• Hired and led an 8-person team and GTM motion; owned P&L and KPI cadence (CAC, LTV, payback) to steer growth.
• Validated demand via eight pilots/partnerships; pivoted based on regulatory findings, lifting conversion and retention by 7%.
Lazard Asset Management
Operations
Operations Lead
1/2015 - 1/2018
• Directed multi-team initiative to deliver attribution dashboards for $200B+ portfolio, enabling PMs to drive a 120-bps uplift in EM strategy.
• Conducted operational due diligence and workflow audits, reducing compliance errors by 17%.
• Integrated reporting and client service workflows, boosting service delivery scores by 15%.
• Conducted operational due diligence and workflow audits, reducing compliance errors by 17%.
• Integrated reporting and client service workflows, boosting service delivery scores by 15%.
Barclays Capital
Product Management / Strategy
Senior Analyst
1/2011 - 1/2015
• Produced $2M in annual savings by automating workflows and upgrading infrastructure supporting low-latency trading.
• Improved system response time by 12% through resiliency upgrades and cross-asset platform standardization.
• Improved system response time by 12% through resiliency upgrades and cross-asset platform standardization.
JPMorgan Chase & Co
Product Management / Strategy
Analyst
1/2009 - 1/2011
• Cut operational complexity by 20% by automating compliance and regulatory workflows for the front office.
• Increased data delivery speed by 12% via redesign of reconciliation infrastructure.
• Increased data delivery speed by 12% via redesign of reconciliation infrastructure.