I am a Senior Financial Leader/ CFO and Strategic Business Partner with a strong, analytical, and entrepreneurial mindset. I specialize in breaking down silos and connecting data, teams and priorities, to create clear, actionable insights that drive results. With a strong knowledge in finance, strategy, and risk management, I focus on P&L management, using metrics to support growth, financial planning, and decision-making while identifying and mitigating risks.
My extensive background in financial services, particularly in Asset and Wealth Management, includes working with Investment Advisors and cross-functional teams across Product, Sales, Technology, and extended Global and Regional teams. My Big 4 public accounting experience has helped me build a comprehensive skill set in financial and management reporting, financial planning, strategic partnering, and finance transformation.
I have a consistent track record of progression and loyalty, having worked in both private and public global organizations. My experience also extends to having a seat at the table in Risk Management, Product, Executive Management and Board Committees.
I apply my extensive strategic business and financial skill set as an Advisory Board Member and Chairperson of the Business Development Committee, for the Financial Executives Networking Group (FENG), a 501(c)(3) nonprofit. In this role, I offer guidance on business and funding strategy, digital marketing, strategic partnerships and thought leadership. Additionally, I serve as the Editor for the Financial Executives Journal, an online publication focused on industry insights, career growth, and professional development.
