Strategic Operations, Finance & Advisory Global Financial & Advisory Clients Key Engagement: Advised PE investors on $500M REE capital raise and operational planning. • Advise investors, family offices, wealth/fintech, and financial services firms on operational design, strategic growth, and scaling. • Build governance, financial, and operational frameworks to strengthen resilience and execution. • Implement reporting, analytics, and risk transparency tools. • Lead cross-border transformation projects aligning strategy, process, and stakeholder outcomes.

Finance, Strategy & Operations Leadership Metrics summary: Directed ~$1B annual flows, scaled revenues from $0 to $15M, and transformed operations through process digitization and governance integration. • Led digital transformation across investment operations, implementing platforms that automated portfolio management, risk monitoring, and client reporting, increasing efficiency and adoption. • Built operational frameworks supporting product development, lending operations, capital strategy, and data-driven investment decisions. • Managed multi-region market expansion, enhancing client penetration and engagement through digital and hybrid service delivery models. • Led multicultural, cross-functional teams, fostering high performance, accountability, and operational excellence. • Established governance, risk, and compliance frameworks, ensuring operational integrity, transparency, and client trust.

Development, Strategy, Finance & Compliance Metrics summary: Oversaw North American portfolios with $750M+ annual trading turnover, improved ROA to +2.5%, and expanded institutional client adoption cross-border.