Accomplished fintech consultant and strategic leader with over 20 years of experience in financial advisory and operations management. Proven expertise in guiding early-stage fintech startups, enhancing financial inclusivity, and driving technological advancements.
Co-founded Freeman Capital, growing the client base 30% month-over-month and reducing customer debt by 30%. Successfully partnered with product, technology, and marketing teams to enhance financial planning solutions. Extensive experience in wealth management with firms like Prudential, Merrill Lynch, JP Morgan, HSBC, and Wells Fargo, focusing on high-net-worth clients and institutional portfolio management.
Recent Executive MBA graduate from Kellogg School of Management, with a certificate in Product Management.More...