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How To Remove Data Silos: A 5-Step Checklist for Financial Services
Jul 03, 2024
Article

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How To Remove Data Silos: A 5-Step Checklist for Financial Services
Jul 03, 2024
Article

VALUE STATEMENT
-Experienced financial services digital executive successfully melding strategy, technology, design, operations and marketing into consistent go-to-market discipline that consistently achieves Y-O-Y growth from high performing teams.

SKILL SUMMARY
-Proven executive managing global product and marketing teams
-Successful deployed Artificial Intelligence for Institutional Client Life-Cycle Management Technology for financial counterparty agreements, pricing, contract approvals, and on-boarding
-Global digital brand strategist leveraging customer research, design, and customer journey mapping to identify the moments that matter to influence brand consideration and product purchase behavior
- Mastery of go-to-market FinServ product launches, managing multi-million dollar budgets, integrated timelines, external agencies, cross-functional international teams
- Architect and delivery lead for integrated digital properties—apps, websites, fund data, client data, social engagement platforms, and mobile tools and applications
-Hire and motivate high performing senior teams

SPECIALITIES:
- Capital Markets, Wealth Management, Commercial Banking and Retirement Services
- Fund product development and launches (e.g., ETFs, UCITS, SMA, and Alternatives)
- Marketing and Brand Strategy
- Smart Contracts/Blockchain
- Cloud-based Saas Technology strategy and design (e.g., SFDC, Azure, SAP)
-dSchool trained
- Executive producer for content(written, video, social media, blogs, data visualization and animation)
- Customer Insights: Marketing research and statistical analysis
- Agency Management for Creative, Advertising, and Reporting
- AGILE
- LEAN and SIX SIGMA
- Event Keynote Speaker and Panelist
- FINRA Licensed: 7, 33, 66
- Digital and Data Analytics: Domo, Tableau, Site Catalyst, Google Analytics

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