Education
MIT Sloan School of Management
Master of Business Administration - MBA, -University of Washington
Bachelor of Arts - BA, Political Science -The Aspen Institute
, Socrates Program -Work Experience
Santander US
Current
Santander US
RBC
2019-01-01 - 2021-01-01
RBC
Advisory Consulting
2018-01-01 - 2019-01-01
Advisory Consulting
Deloitte
2014-01-01 - 2017-12-01
Deloitte
Moss Adams
2009-01-01 - 2014-01-01
Moss Adams
Skills
Summary
I manage investment products and lead growth initiatives to bring products to market, drive sales enablement, and lead marketing strategy. My actions drive increases in client engagement and Net Promoter Score (NPS). I leverage my experience in private wealth, structured products, capital markets, and investments at the world’s top financial institutions (JPMorgan Chase, Citi, RBC, Santander). • Private Wealth & Alternative Investments: Expertise in investment products and real estate for high-net-worth investors. • Sales Enablement & Marketing: Develop investment marketing strategies, product positioning, and sales initiatives to equip teams of Investment Advisors to drive revenue growth. • Leadership: People skills to manage, influence, and inspire. Successfully engage with stakeholders, lead cross-functional teams. • Global mindset, geographically mobile, lived in London, Italy, and the US. • FINRA licenses: Series 7, 24, and 66. CFA Certificate in ESG Sustainable Investing. SKILLS Product Management | Marketing | Sales Enablement | Private Wealth | Structured Products | Financial Services | Leadership | MBA | Risk and Compliance | Debt and Equity Capital Markets | Real Estate INTERESTS * European and UK markets * Alternative investments, asset management, private credit * Promoting financial literacy [Banner photo: Infinite Accumulation by Yayoi Kusama, Liverpool St Station]