
Professional Summary
Visionary leader with 25+ years of experience in financial services. Proven track record of building and scaling investment banking operations, driving strategic growth initiatives, and fostering high-performance teams across global markets.
Services Offered
Professional Background
Current Role
Leads overall strategic direction and operations of the firm. Oversees investment banking, asset management, and corporate development divisions. Drives digital transformation initiatives and expansion into emerging markets.
Previous Experience
Led investment banking division covering financial institutions. Managed client relationships and executed complex M&A transactions across North America and Europe.
Executed capital raising transactions and provided strategic advisory services to mid-market and large-cap clients across multiple industries.
Education
Master of Business Administration (MBA)
Harvard Business School
Certifications
Chartered Financial Analyst (CFA) Charterholder
Frequently Asked Questions
Profile last updated: January 12, 2026