Experience
My career has moved from institutional operations to private equity fund management to markets product and enterprise transformation. The throughline is ownership of complex work with commercial, regulatory and technical consequences.
Goldman SachsLead product and strategic execution across Global Banking & Markets, partnering with Sales & Trading, Engineering, Legal, Compliance, Risk, Finance and Operations on front-office products, market infrastructure, legal-entity and booking-model changes, client migrations, regulatory work and post-investment integration.
Approximately $580M in annualized funding-cost savings enabled by enterprise implementation.
The Carlyle GroupWorked across five flagship private equity funds and 40+ co-investment vehicles representing $13B+ AUM, spanning fund implementation, investor onboarding, documentation, LP infrastructure, closing execution and fund finance. Promoted from Fund Assistant, 2022.
Investor onboarding redesign adopted as a global standard across Private Equity fund teams.
T. Rowe PriceBuilt the institutional operations foundation behind later roles, including asset-transfer workflows and high-volume exception management in a regulated investment environment.
Operating discipline behind institutional investing, learned at volume.