As an experienced management consultant with over a decade of leadership in data strategy and sustainable finance, I empower traditional and alternative investment managers to unlock transformative value from their data ecosystems. My career has been defined by bridging cutting-edge technology with regulatory excellence—spearheading projects that range from GenAI adoption and ESG integration to cross-platform data governance for global financial institutions. At EY, I have architected enterprise data strategies leveraging Snowflake and Azure, designed consumer privacy solutions for CCPA/GDPR compliance, and led teams to deliver regulatory reporting frameworks that withstand SEC scrutiny.
My expertise lies in aligning data-driven innovation with business objectives, particularly in high-stakes environments. I’ve guided asset managers and banks to embed sustainability into their operational DNA, utilizing tools like Refinitiv, MSCI, and Bloomberg to quantify ESG risks and opportunities. By implementing frameworks such as SASB, ISSB, and SFDR, I’ve helped firms not only meet compliance demands but also enhance stakeholder trust and brand equity.
Beyond technology, I excel at mobilizing cross-functional teams to tackle complex challenges—whether accelerating AI adoption, restructuring compliance workflows, or translating raw data into actionable insights. My approach combines rigorous analysis with strategic vision, ensuring solutions are both scalable and aligned with long-term growth.
Let’s collaborate to turn your data into a competitive asset. From initial briefing to post-launch optimization, I’ll partner with you to navigate regulatory landscapes, harness emerging technologies, and build resilient, future-ready strategies.
Areas of Expertise
Finance Services
Responsible AI
Data Strategy
Data Governance
Data Product Management
Sustainable Finance
Management Consulting
Recent Projects
Building Data Products and Implementing Data Mesh at a $2T AUM US Wealth Manager
Merger and Acquisition of a US Broker-dealer with a leading US-GSIB entity with $1.7T in AUM
Designing data strategy and data governance operating models for a leading Alternatives and Private Credit manager with $150B in AUM
Developed the Enterprise Sustainability data integration and reporting strategy for a $50B AUM US Asset Manager
Led adoption of Microsoft OpenAI toolset to improve Investment Compliance a $1 Trillion AUM Financial Services firm
Lead with empathy and simplicity. When you clarify the problem in front of you, most often, your team will feel empowered and equipped to collaborate on solutions.
Project Management Philosophy