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Private Markets
Expert possesses 20+ years' track record as a senior private markets (PM) specialist with expertise in independent research and strategy, PM fund structuring and management, fund investments, co- and direct VC and growth investments, and PM portfolio management. Highly recognized…
Financial Risk Management, Risk, Governance, Regulatory Change Management, Financial Services, and Financial Literacy Coaching and Teaching
A financial services executive, Expert specializes in the development and implementation of enterprise risk management and governance frameworks. She advises companies on aligning mission and strategy with operating models and controls. She also troubleshoots and remediates operational and regulatory issues.…
Corporate Finance, Asset Management Operations, ESG Investing, Mining Investments, and Due Diligence
An experienced consultant, Expert has worked throughout the financial industry --especially in banking and industry operations. Her specialty areas cover data, ESG, and value investments. Expert's key specialties include portfolio design, data and strategic modeling. Ever contemporary, she has recently…
Startups and Venture Capital: Education, Media, and Financial Services
Expert is an expert in digital product creation, product growth, venture capital investment and venture fundraising. She has experience on both sides of the table as a product builder, venture investor and content creator. Expert is currently CEO of a…
Consumer Tech Operations: Executive Leadership
Over the last nine years, Expert has held increasingly senior consumer tech operations executive and senior management positions. He has worked in this capacity in traditional (Coink) and crypto fintech, as well as in ridesharing (Uber), food delivery (Rappi). His…
Digital Technology, Private Equity/Venture Capital Investing, Fintech, and Asset Management
Expert is a fintech (B2B) founder with 13+ years of experience in Digital transformation across various financial services, including corporate and investment banking, retail banking, treasury/trading, insurance, asset management, secured lending, wealth management, risk and regulatory compliance. She has 5+…
Data-based Business Strategy & Development, Go-to Market Execution, M&A, Start-up Development & Investments
Experienced business leader with a track record for shaping data-based strategy, scaling valuable products, commitment to relentless go-to-market execution, and building high-performance teams to drive results. 15+ years of experience in business strategy, business development, and operations backed by an…
Corporate Sustainability, Environmental Governance, Environmental Social Impact, and Climate Change
Expert is an experienced professional in the field of environmental, social, and governance (ESG) and corporate sustainability. He has a Master of Business Administration degree from Binghamton University and a Bachelor of Arts in Behavioral Psychology. Throughout his career, he…
Enterprise SaaS, Customer Success & Operations
Expert is an entrepreneurial, collaborative, and action-oriented people leader that switches between boardroom and shop floor. He is passionate about technology powering complex healthcare services delivery. Expert is currently the Head of Client Services for an enterprise SaaS automation platform…
Financial Services Management
Will is a Principal Consultant based in Sydney and focuses on Asia Pacific. Will focuses on the wealth and investment management industry, working with institutions on strategic business development, product development, distribution models, market entry strategy, business case development, financial…