Senior Innovation Leader driving enterprise transformation through scalable digital platforms and intelligent automation.
Specializes in translating complex operational challenges into high-impact, production-ready solutions that accelerate delivery, reduce friction, and enable organizational agility.
Combines strategic vision with hands-on execution discipline, architecting low-code ecosystems, automating critical workflows, and establishing governance frameworks that balance innovation velocity with enterprise compliance.
Recognized for feasibility-first thinking, meticulous attention to data integrity and edge cases, and the ability to bridge technical and business stakeholders to deliver sustainable, future-ready platforms that fundamentally reshape how teams operate.
What do I need to get started? A blank canvas and a vision.
Specializes in translating complex operational challenges into high-impact, production-ready solutions that accelerate delivery, reduce friction, and enable organizational agility.
Combines strategic vision with hands-on execution discipline, architecting low-code ecosystems, automating critical workflows, and establishing governance frameworks that balance innovation velocity with enterprise compliance.
Recognized for feasibility-first thinking, meticulous attention to data integrity and edge cases, and the ability to bridge technical and business stakeholders to deliver sustainable, future-ready platforms that fundamentally reshape how teams operate.
What do I need to get started? A blank canvas and a vision.
Private Wealth Manager Associate
BNP Paribas Cardif
October 2015
to September 2017
Part-time
Paris
France
- Advise high-net-worth clients on investment strategies and portfolio management for a 2+ billion AUM book of business
- Conduct qualitative and quantitative market research to identify trends, generate investment ideas, and provide actionable recommendations on multi-asset allocations designed to diversify risk
- Model client portfolios to assess allocation efficiency and rebalancing opportunities, attending firm conferences and analyzing sell-side research to inform decision-making
- Maintain strong client relationships through structured follow-up and management system oversight, ensuring personalized service and ongoing engagement.
Detailed Description
- Nearly doubled sales objectives by supporting new money investment deals on multi-strategy funds, contributing to significant portfolio growth
- Redesigned legacy Excel-based CRM into a sophisticated coded solution, reducing data retrieval time by 75% and improving client relationship management efficiency
- Increased operating efficiency by 300% on 120-arbitrage batch processing through custom VB automation, eliminating redundant procedures and reducing market exposure risk