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Work Background
LuxoftDirector | Technology and Strategy Advisory
May. 2022New York, NY
CapcoPrincipal Consultant | Wealth & Asset Management Strategy
Apr. 2017 - May. 2022Greater New York City AreaLeader within the Wealth and Asset Strategy group. Responsible for Investment Management and Planning domain thought leadership, opportunities, and engagements.
• Developed market entry growth strategies by evaluating addressable markets using a “Where to Play and How to Win” strategy, benchmarking competitors, and creating supporting business cases
• Led a market entry growth strategy engagement for an EMEA based asset manager seeking guidance on how to best enter the US, UK, and APAC wealth management markets through existing product distribution, forming a partnership, and/or acquiring an existing business with captive clients
• Advised a tier 1 wealth manager on building a unified portfolio solution, consolidating multiple managed account portfolios into one or more goals-based strategies
CitiCorporate Strategy - Global Investment Solutions
Dec. 2015 - Apr. 2017Greater New York City AreaResponsible for leading and supporting all global initiatives relating to Citi’s core suite of investment product solutions • Spearheaded a cross business market entry initiative with the goal to increase HNW/UHNW client wallet share across the investment product offering for Managed Accounts, Hedge Funds, Private Equity, and Real Estate into APAC and EMEA
• Designed and implemented a global multi-asset class fund of fund together with an asset manager to meet the growing demand for managed assets among Citi’s mass-affluent segment. Within 12 months, the fund was offered across 15 markets and reached AUMs in excess of $300MM.
CitiVP | Investment Advisory Product & Portfolio Management
Jan. 2014 - Dec. 2015Greater New York City AreaManaged a team of 5 product managers responsible for $9B in global multi-asset portfolios at Citigroup
• Responsible to oversee product strategy, implementation, and various portfolio management functions of discretionary and non-discretionary investment portfolios at Citigroup (UMA, MF Wrap, ETF Wrap, and SMAs)
• Led an inter business initiative to develop & launch a new suite of proprietary multi-asset class model portfolios with Hedge Fund of Fund investment sleeves. The product suite consisted of 20 risk-based model portfolios, which raised $900MM within 12 months.
CitiAVP | Investment Advisory, Alternatives & Capital Markets Product Management
May. 2011 - Jan. 2014Greater New York City AreaPromoted after 6 months to manage the core team of investment product managers, overseeing $7.5B in AUMs • Dedicated to the strategic development, growth & positioning of the advisory, alternative, & syndicate product offerings • Enhanced Citigroup’s product offering for UMAs, SMAs, MF Wrap, Rep as Advisory & Rep as PM programs by adding new features and enhanced underlying investment offerings
• Ran and developed the syndicate desk with a team of 3 product managers to build out key underlying processes to streamline and grow the business
Fidelity InvestmentsFinancial Representative
Apr. 2010 - May. 2011Greater New York City Area
UBSFinancial Analyst Internship
Apr. 2008 - Oct. 2008Greater New York City Area• Conducted fundamental research and analysis across equities, fixed income, mutual funds, ETFs, and alternative investments • Updated multiple tactical and strategic investment model portfolios with qualified securities across US, LATAM, APAC, and EMEA markets
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