Hourly Consulting Rate
Capital Markets/Hedge Fund/Private Equity
Investment Management/Hedge Fund/Private Equity
Accomplished Digital Transformation consultant leveraging Digital Transformation, Organizational Change Management and Business Agility techniques to deliver end-to-end transformation initiatives for enterprise wide results. Skilled in defining tailored transformation strategies and advising, educating and building consensus among Board, C-level and Management stakeholders. Extensive experience defining and executing hands-on enterprise-level strategy, approaches, structure, budgets and the day-to-day management of complex AI programs. Analytical, industry research, business agile, end-client focused approaches has led to consistent business success.
Broadridge Financial Solutions. Recruited as Management Consultant to define and execute transformation program leveraging digital transformation and organizational change management strategies. Led strategic planning, set enterprise-level vision, secured Board approval and ran day-to-day execution of transformation program globally covering Capital Markets/Wealth Management back-middle office/DevOps (BPO), Finance, HR and Investor Communications areas.
Responsible for end-to-end strategy and execution of RFP process,, ran 3 proof-of-concepts, defined AI/RPA program techniques, build out of development teams, implementation of 100+ digital labor processes (43 FTE equivalents), establishing Compliance/supervisory oversight models, BCP plans and defined strategies to reduce organizational resistance to transformation programs.
Defined strategy, led initial product evaluations, defined end-state targeted organizational structures, built project plan, trained business on approaches, identified team dimensions, budget and implementation plans for a large client. Required extraction of semi-structured and unstructured data (10Q, Financial reporting, etc.) to feed RPA processes, databases and applications via API’s.
Offered RPA expertise by defining digital labor controls and oversight including Written Supervisory Procedures (WSP), business continuity planning (BCP) and introduced business agility methodologies to optimize business and technical teams in a common agile framework for success. Established an internal AI Council and Center of Excellence to confirm alignment between business and technology functions and review ROI alignment of program. Opportunity identification model established to optimize RoI and comfort C-Suite and business with formal process.
Improved broker sales for a crucial insurance client with a machine learning platform delivering Amazon Elastic Compute Cloud (AWS EC2) and Simple Cloud Storage Service (S3) strategies, leveraging Hadoop and Spark, R (Revolution) to collect and analyse large social media data sets to drive Insurance Broker sales revenues. Dramatic increase in performance two months after implementation.
J.P. Morgan. Outlined and delivered a $55M Board-level project to globalize U.S. centric Prime Brokerage/Finance platform to better capture global revenue opportunities by defining scope, assembling global team, and executing. Increase in global market share to 15% from 11%.
J.P, Morgan. Deployed new program to raise optimize collateral usage across euqities and Prime Services divisions for financing, trading and clients with the goal to raise revenues across Asia by $400M over five years. Program transformed and optimized capital management.
Designed, built business case and executed $20M state-of-the-art market Risk Management system initiating a stress test-based risk system that examined the results across 2000 buy-side portfolios on Wall Street. Used today by global risk management team at JPM.
Senior management consultant that provide hands-on strategy, execution and leadership. A trusted advisor regarding the implementation and management of large business, organizational change management (OCM) and Digital Transformation initiatives leveraging Robotics (RPA), Intelligent Document/Process Automation (IPA/IDP), machine learning, deep learning and data management. Consistent large Fortune 500 clients with longest engagement close to 4 years..
J.P. Morgan Investment Bank. Directed every aspect of a 900+ member team across six global locations managing a $350M budget and orchestrating the on-time completion of a complex technology portfolio. Supervised organizational transformation to transform Finance division from a U.S. centric player to a global industry leader building out EMEA-and Asia business platforms for dramatic increase in market share..
Bear Stearns. Orchestrated a $20M Market Risk Management System implementation project before directing the daily activities of the Prime Brokerage and Correspondent Clearing Technology & Product function for the Finance, Broker Dealer and Investment Advisory business departments. Instrumental in all business strategy and key contributor to revenue growth by aligning all buyside technology offerings withing the organization while guiding 500 resources and a $250M budget.
Rutgers University MBA - focus on Financial Management.
University of North Carolina BS degree. Double Major Business Administration/Economics, minor Psychology.
CERTIFICATION EXPIRED due to not being an employee of a Broker Dealer. Series 24 Securities Principal, Series 7 Registered Rep and Series 3 Registered Commodities person.
Project Managmenet Professional (PMP) certification. Also passed this but let certification lapse as it proved not to be beneficial to my Management Consulting business.
Went through the Six Sigma basic training/certification for green belt to learn DMAIC principles.