Served as a strategic operating partner and COO, designing resilient operational infrastructure and enterprise decision architectures to translate high-level vision into metric-driven execution. Synchronized cross-functional operations by implementing targeted OKRs, KPIs, and performance dashboards, aligning financial forecasts with automated performance management systems, and significantly enhancing leadership accountability. Instilled disciplined operating rhythms (standups, executive readouts, retrospectives) to bridge high-level investment strategies and daily technical execution, while optimizing capital planning to drive a 30% reduction in operational overhead.
Served as a trusted advisor, leadership proxy, and confidential strategic partner to executive leadership for a 3,000-person division. Navigated unmanaged corporate "white space" and highly dynamic organizational challenges to resolve operational friction, protect delivery velocity, and translate complex enterprise goals into structured execution plans. Managed key interdepartmental operational rhythms, serving as the primary liaison between shared internal technology functions and client-facing business units to ensure structural alignment and execution efficiency.
Directed regional operational infrastructure, multi-million-dollar portfolio allocations, and risk mitigation strategies to support high-growth financial targets across matrixed divisions. Served as the National Escalations Manager for all Merrill Lynch client initiatives, taking hands-on ownership of resolving high-friction roadblocks, managing complex stakeholder dynamics, and stabilizing critical institutional relationships. Created regional quantitative governance frameworks that translated enterprise objectives into precise operating rhythms, driving a 20% improvement in performance metrics while maintaining strict regulatory compliance.
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MIT Sloan School of Management
2026
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Linkedin Learning Tool
2024
Credential ID: bca657f8f25ac64780944d6be0cd23e877dc3125f14ad81a504f499e8ee7053c
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Linkedin Learning Tool
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Credential ID: 130d493ce078ba241914a2eaa8cbf10d06926eed82f504fe6bfa8e7cf119cf31
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Microsoft
2024
Credential ID: B12AAEDA81960F94
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Credential ID: 4tanhkwd3kqb