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Work Background
Infosys ConsultingPrincipal - Financial Services
Nov. 2023Orange County, California, United StatesEnterprise Data | Delivery Lead | Data Technology Consulting | Data Product Management & Scrum Lead | Business Strategy & Operations
Infosys ConsultingSenior Consultant - Financial Services
Mar. 2020 - Nov. 2023Orange County, California, United StatesEnterprise Data Program & Data Product Management | Business Strategy & Operations, covering the FINS/FSI sector:
➢ Led the initial structuring and operational workflow of a new Enterprise Data Office for a leading capital markets firm.
➢ Develop enterprise data governance frameworks, business value cases/propositions, and product offering strategies; manage data demand requests; eliciting high-level and detailed requirements, liaise with SMEs to capture level of effort/estimates from enterprise product data applications; impact analyses and solution fit-gap assessments, and framed POVs on solution design options to efficiently launch new product offerings/streamlining the GTM/implementation process for financial product launches. Championed delivering Data-as-a-Product model. Developed L&D materials for the new office.
➢ Previous SDLC engagement: System integration and implementation of a third-party vendor to transform corporate action processing/notifications. Created business and product-detailed transformation requirements for key interfaces, process mapping, gap assessments, workflow documentation, source-to-target mapping; test case scenario development & execution (DEV, P2P, E2E, UAT), and coordination with developers and downstream systems
1M1LGlobal Program Manager
Jan. 2018 - Dec. 2019(Pre-Revenue startup venture: dissolved mid-2019 due to insufficient funding)
Early-stage social enterprise venture platform connecting people and socially responsible organizations globally to inspire and empower for social change, in line with the UN 2030 Agenda ....Most Notable Accomplishments:
➢ Developed startup strategy and handled all operations, content strategy, project management, cost planning, community engagement, public relations and strategic partnership initiatives.
➢ Oversaw a team of content creators/developers spanning the US, Europe, and Asia.
Truist WealthProject Manager - Financial Services
Mar. 2016 - Aug. 2017Orange County, California, United States[2017 Reduction in Force. GenSpring Family Offices was 100% acquired by SunTrust Banks - Now Truist Wealth]
➢ Served as a key liaison between PMO, product/project management teams, internal / external key stakeholders to drive new internal organizational initiatives for the Western US. Additional specialties include: ➢ Providing support regarding: Investment Planning, Asset Allocation & Portfolio Management, Cash Flow & Capital Sufficiency Analysis, Research Analysis, Estate & Tax Planning, Family Governance & Education, Fiduciary, Philanthropy, Lifestyle Planning, Expense & Document Management for Ultra-High Net Worth Families, Trusts, Institutions and Foundations (Focus on the Western US).
BNY Mellon Wealth ManagementAssociate Wealth Manager
Jan. 2013 - Dec. 2016Orange County, California, United StatesBNY Mellon Private Bank | Private Wealth Management
➢ Collaborating with Business Development Directors and Senior Portfolio Managers in providing investment solutions/strategies for Ultra-High Net Worth Individuals, Families, Trusts, Non-Profits and Foundations throughout the Western US. Focus on the Southern California market, with investable assets in the $2MM - $250MM Net Worth space.
Goldman Sachs AycoPortfolio Analyst
Jan. 2012 - Dec. 2013Orange County, California, United StatesGoldman Sachs Private Wealth Management:
➢ Developed wealth transfer/sales strategies for High Net Worth Individuals across the Western Region; focus on the $1MM - $15MM Net Worth space. Provided sales support & solutions for multiple Wealth Advisors across the Western US.
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