I’m a seasoned financial services executive and fintech strategist with over 20 years of global experience dedicated to optimizing your business performance. I practice strategic consulting that is personalized, comprehensive and cutting edge.

My experience spanning Fortune 500 giants like Merrill Lynch, UBS, and Macquarie Bank, combined with fast-growing fintech startups, has offered me unprecedented insights into both traditional finance and emerging technologies. This unique perspective allows me to bridge the gap between institutional rigor and entrepreneurial agility. I believe our industry can do better in embracing innovation while maintaining operational excellence. It is my life’s passion to help you discover the strategic solutions that will drive your unique success.

As such, I’ve led transformational initiatives across capital markets, wealth management, digital banking, and fintech innovation for over two decades and guided organizations from around the world. I believe that technology, culture, and strategic vision have profound effects on business performance. Sustainable growth is the result of your market positioning, operational efficiency, team capabilities, and strategic execution. What is optimal for your organization is distinct from your competitors. I use my training in traditional finance, emerging technologies, and strategic leadership to work on the cutting edge of combining proven methodologies with innovative approaches to develop unique growth strategies personalized for your business.

We’ll use data-driven insights and strategic frameworks with innovative solutions to help you achieve optimal financial and operational performance. Together we’ll find the right combination of technology implementation, process optimization, team development, strategic partnerships, and market positioning to help you achieve your goals.

Whatever we decide, I am unrelenting in my approach to get to the root of your business challenges and unlock sustainable growth opportunities. I truly love being a strategic advisor because I value having an intimate professional relationship with my clients. Together we can help you feel empowered to achieve extraordinary results.

Training & Affiliations

• NYU Stern School of Business (MBA, Director’s Fellowship)
• University of Melbourne (Bachelor of Commerce in Finance)
• Australian Institute of Company Directors (International Company Directors Course)
• AWS Fintech Product Leadership
• EY Global Consulting Partnership
• FinTechFuture LLC (Founder)
• Atomic.vc Portfolio Company Advisory
• MoneyLion Strategic Advisory