Three Important Things to Know About Me
- My superpower is hiring and retaining great people.
- Finance and operations are in my DNA.
- I excel at leading through change, growth, and disruption.
- Calm under any fire, steady and cool-headed.
I Enable Clients to Build Wealth and Value
I maximize client value by leveraging my expertise in investing and finance, artificial intelligence (AI), future forecasting, and tailoring solutions to meet diverse client needs. But it doesn’t end with me. It begins with building a team that has successfully fostered enduring partnerships. Helping global clients to build wealth with transparency, trust, and deep network partnerships.
My Proudest Moments
Empowering teams and clients has been at the heart of my career. With extensive experience in strategic growth, operations, and transformation, I’ve played a key role in driving client success, scaling business, and building client portfolios. Through collaboration and innovation, I help clients maximize the value of their investments, turning potential into measurable success.
The Skills I Use to Solve Problems
Companies need adaptable leaders with broad skills to lead in rapidly changing climates and markets. Here are the skills I bring to the table:
- Adaptability & Agility – Quickly pivot strategies, embrace new technologies, and respond to evolving market demands.
- Critical Thinking – Analyze complex situations, identify root causes, and make data-driven decisions to drive growth.
- Creative Problem-Solving – Find innovative solutions to scale challenges, resource constraints, and competitive pressures.
- Resilience Under Pressure – Thrive in high-stakes environments, managing setbacks, and staying focused on long-term goals.
- Cross-functional collaboration – Work effectively across marketing, finance, and operations to align business, product, and sales strategies for sustainable success.