Strategy | Innovation | Client Experience
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Strategy and innovation leader with more than 20 years of experience in the financial services and tech industries. Expertise in research and service design techniques to identify client and colleague needs and preferences, assess competitors and capability gaps, and define minimum viable product (MVP). Thought leader in digital banking and emerging payments with strong writing skills and a solid track record as a speaker at industry events.
Innovation – focus on digital transformation in banking, retail, healthcare and other industries; experience managing teams of 6 to 25, including business and technology consultants, service designers, research analysts, data science, product team
Business strategy – manage large-scale initiatives, engage customers and prospects to build awareness, develop concepts into solutions, identify corporate development and acquisition targets, strong writing and presentation skills and executive presence
Client experience strategy – start with the customer at the center, identify market needs, conduct research, assess competitors and capability gaps, define MVP
BA, Literature. University of California, Santa Cruz
