Integration Director for $550 million acquisition by Commerce Bancshares $12 billion AUM | Private bank & wealth management services to UHNW clients and family offices • Direct and optimize daily operations across multiple business lines, ensuring efficiency, client focus, and service excellence. • Spearhead strategic planning and execution in collaboration with executive leadership to drive growth and profitability. • Implement and oversee complex change and transformation initiatives, including digital innovation and business model redesign. • Partner with Talent Management on hiring, onboarding, and integration of new advisors, defining ideal candidate profiles and driving successful talent acquisition. • Serve as key advocate for advisor needs, championing new service offerings, tools, and systems to elevate client experience and business outcomes. Page 2 of 3 • Drive financial performance by managing budgets, cost control, and productivity improvement programs. • Build, lead, and inspire high-performing, cross-functional teams with an emphasis on talent development and inclusive culture. • Oversee technology strategy and systems integration to support scalable, secure, and future-ready operations. • Function as a key liaison with the board, regulators, senior leadership, and stakeholders, delivering clear communication and actionable insights

$250 billion AUM | Organizational Strategy | Operational Excellence | Internal Consulting • Directed marketing and client communication strategy specific to alternative investment strategies, developing thought leadership content, performance reporting frameworks, and client engagement materials that enhanced enterprise brand and supported business development efforts. • Managed relationships in high-touch, UHNW, and institutional settings, delivering tailored service models. • Launched and scaled new business platforms through strategic planning, operational design, and cultivating major institutional partnerships. • Partnered with enterprise teams to align infrastructure, governance, and processes with organizational standards and best practices. • Served as a mentor for high potential employees in front and back-office positions. • Built and led critical middle-office functions, optimizing portfolio implementation, finance operations, and risk management frameworks. • Led operational reorganizations, driving measurable improvements in efficiency, team morale, service quality, and risk reduction. • Designed robust marketing and reporting infrastructure to enable effective client engagement and performance visibility. • Directed the development and governance of multi-jurisdictional business structures and implemented regulatory oversight.

Served as executive leader for multiple PE portfolio companies in U.S. and Asia, reporting directly to Founder while driving operational excellence, financial performance, and value creation initiatives. • Executed rapid scaling and integration strategies, post-acquisition, building finance, operations, IT, and HR infrastructure from ground up to support significant revenue growth and position companies for successful exit. • Partnered closely with Founder on strategic planning, KPI development, board reporting, and investment thesis execution, delivering consistent EBITDA improvements and positioning portfolio for maximum valuation at exit. • Led buy-and-build initiatives, including target identification, due diligence, and post-acquisition integration of add-on acquisitions to drive portfolio company scale and competitive positioning. • Managed all finance and operations functions for private equity portfolio companies across U.S. and Asia. • Directed cross-border compliance, IT, treasury, board reporting, and HR regulatory oversight. • Built back- and middle-office infrastructure to support rapid scaling and integration. • Enabled investor confidence through financial controls, transparency, and risk-adjusted performance tracking

Project Management

Cornell University

2024

Lean Six Sigma Green Belt

LSSI

2024

FINRA Series 7, 24, 63, 99

FINRA

2010