
Energetic, detail-oriented, and self-motivated leader with a proven record of driving strategic initiatives and operational excellence in dynamic environments. Skilled at unifying teams, optimizing processes, and fostering talent development to deliver measurable results for clients and stakeholders. Core strengths include strategic planning, process optimization, executive communications, talent development, and stakeholder engagement.
- Enabled transformational change by establishing a robust executive governance model to adapt and excel in a dynamic environment.
- Coordinated and measured activities advancing short- and long-term strategy, representing the business as an energetic, detail-oriented, and confident leader.
- Fostered collaboration to unify the executive leadership team, promoting seamless engagement across business segments.
- Served as a trusted advisor to the business head, collaborating daily to ensure strategic initiatives progressed across multiple fronts.
- Maintained close engagement with management layers to stay attuned to staff sentiment and emerging issues.
- Led cross-functional teams to deliver on strategic priorities, consistently adapting to evolving business needs and market dynamics.
- Broadened role and responsibilities, driving operational improvements and managing large-scale initiatives.
- Established and executed comprehensive communications strategies, preparing operating review decks, quarterly reporting, and townhall materials.
- Supported business growth through workforce planning, migration of work across locations, and space management initiatives.
- Established the business management function, leveraging financial and analytical expertise to enhance forecasting and reporting on key business metrics.
- Chaired cross-functional project teams, collaborating with Finance, HR, Risk, and Business Development to drive operational improvements.
- Coordinated annual planning activities, expense tracking, and financial oversight, ensuring disciplined resource allocation and alignment with strategic priorities.
- Served as lead strategist for key clients, coordinating delivery of services and expanding relationships through proactive engagement.
- Acted as a trusted advocate, focusing on long-term partnerships and client satisfaction by proactively responding to changing client needs and industry trends.
Built foundational expertise in complex asset servicing functions, leveraging experience and embracing process re-engineering efforts in various roles including Project Manager and Service Manager.
Strategic Planning
Resource Management
Talent Acquisition & Development
Stakeholder Engagement
Financial Oversight
Executive Communications & Governance