Bio

I am a global banking, wealth, and asset management leader with a track record of successfully growing and digitally transforming businesses. I have P&L management and executive leadership experience and have built and led teams of over 100 staff. Skills and areas of expertise: Leadership, Strategy, ESG, Sustainable Finance, Artificial Intelligence, Digital Transformation, Product Development, Change Management, P&L Management, Marketing, Sales, Operations, Partnerships, Data & Analytics, DE&I Highlights: —>RBC: Built out $100MM run rate platform business for top 5 North American retail bank and grew team from 5 to 100 FTE. Platform considered top 3 in N. America. —>Waddell & Reed: Leadership responsibility driving $500 million (revenue) wealth business with 1300 financial advisors. Protected assets and revenues at a time of major transition and market volatility (Covid-19 and sale to LPL Financial). —>RBC: Improved profitability of customer segments through servicing/ ops and product transformation for wealth and banking lines of business. Launched multiple new products (business owner planning, women entrepreneur strategy). Increased NPS 20 pts. Clients of insights products had record setting NPS, adoption levels, and lower rates of attrition. —>RBC: Drove organic growth, digital marketing, campaigns, comms and branding which led to 5X increase in referrals from commercial banking to wealth business contributing $1 billion+ assets (annualized) to wealth division. —>Microsoft: Innovated market leading partnership with Microsoft and RBC, launching “RBC Go Digital” to over 1000 business clients providing digital transformation advisory and financing. —>BNY Mellon: Accelerated growth in assets for wealth manager serving U/HNW and charities. Introduced sales discipline and go to market playbook. Improved operational efficiencies through closer alignment with home office. Currently I am a leader in EY's wealth and asset management practice where I advise executives and boards on strategy encompassing financial, cultural, and technological change as well as turnarounds. I’ve lived in the UK, Canada, and the US and am a US/ Canadian dual citizen. I’m a PhD candidate at Yale University and have passed the Series 7, CFA Exams Levels I and II, the CAIA Exam Level I, and the Canadian securities exam. I’m a proud graduate of NYC’s public school system, a Board Member of Yale’s Graduate School Alumni Association, served as Co-Chair of the Diversity, Equity, and Inclusion Committee, and was an Entrepreneur in Residence with Yale Ventures.