Investment Professional

• Jun 2022 - Present

Management Consultant - Senior Associate

• Jan 2023 - Jul 2023

I operated as an engagement manager, specializing in driving organizational transformation and strategy execution within dynamic environments by partnering with clients and becoming their "Trusted Advisor." I excel at collaborating with executives and their teams to design and implement processes that foster long-term sustainability while nurturing a culture of transparency, trust, and effective decision-making.Key Highlights:✨ Lead Transformation Projects: In the face of ambiguity, I've spearheaded complex transformation initiatives, working closely with executive teams to establish processes and behaviors that drive sustainable growth. My efforts have significantly enhanced the strategy-to-execution link, streamlined internal communication networks, and built trust through transparent decision-making.✨ Build and Manage High-Performing Consulting Teams: My role extends beyond individual contribution; I've created an environment where high-performing individuals thrive as a cohesive unit. I act as the team's "human connective tissue," ensuring seamless collaboration in ambiguous environments.Industries supported: Pharma (traditional & digital health care), Biotech, Banking, Cyber Security, Agriculture, Academia, & the Military Show less

Management Consultant - Associate

• May 2021 - Dec 2022

Investment Analyst

• Jun 2019 - Oct 2020

I drove strategic portfolio management for institutional clients, partnering closely with executive teams to optimize their investment strategies and enhance their financial performance. Key Expertise: 🔍 Portfolio Management and Oversight: Managed diverse portfolios totaling over $40 billion, spanning insurance company assets, pension plans, and institutional funds. I've consistently identified portfolio gaps, aligning investment strategies to drive internal sales growth and increase fee revenue. 🔍 Private Equity and Venture Capital Leadership: Took charge of monitoring efforts for Private Equity and Venture Capital portfolios. My insights were pivotal in elevating both fund performance and client satisfaction, resulting in strategic enhancements. 🔍 Global Market Analysis: Spearheaded cross-segment collaboration to assess market trends, investment styles, and potential portfolio impacts. This analytical approach empowered informed decision-making for clients' investment strategies. Show less

Financial Consultant

• Mar 2018 - Jun 2019

Strategic Developement Analyst

• Dec 2014 - Dec 2017

Sourcing Analyst

• Jun 2017 - Aug 2017

Finance and Accounting Anaylst

• Jan 2016 - May 2016