Expert Details
Business & Digital Strategy Consulting — Financial Services (FINS) Industry Transformation, AI Strategy & Agentic AI Implementation
ID: 740777
, USA
Prior to this role, Expert served as an Engagement Manager at a global professional services firm, leading cross-functional programs in digital transformation and transaction advisory for financial services clients, including large-scale M&A transactions and wealth management strategy initiatives. Expert also led alternative investment technology transformation programs at a private equity-focused software provider, and previously held leadership and analyst roles in equity research, M&A advisory, and private equity fund of funds investing across the United States and France.
Expert holds a Master of Science in Finance and Strategy from a leading French institution and a Bachelor of Science in Software Engineering and Systems Analysis, and has completed a venture capital fellowship certification through a leading U.S. business school. Expert's background combines technical, financial, and strategic expertise, with particular depth in financial services digital transformation, AI strategy, and private equity/alternative investments.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 2007 | Degree: MSc | Subject: Finance and Strategy | Institution: Paris Institute of Political Sciences (Sciences Po Paris) |
| Year: 2004 | Degree: BSc | Subject: Software Engineering and Systems Analysis | Institution: University Rene Descartes (Paris V) |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2021 to 2025 | Employer: Salesforce | Title: Digital Strategy Director | Department: |
Responsibilities:• Leads a portfolio of strategy, digital transformation, and visioning/prototyping engagements within the financial services regulated industries practice• Directs design and implementation of AI agent strategies for financial services clients, including use case definition, KPI development, and risk/guardrail planning • Leads AI transformation strategy initiatives, guiding sales organizations from manual processes to modernized, technology-enabled go-to-market operations • Provides strategic advisory to product management teams, developing target operating models, governance frameworks, and change management programs • Leads pursuits and go-to-market strategy engagements for enterprise clients, including review of investor relations materials and industry trend analysis • Directs internal strategy programs, including sales/operations reorganization and acquisition integration assessments |
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| Years | Employer | Title | Department |
| Years: 2015 to 2021 | Employer: PricewaterhouseCoopers (PwC) | Title: Engagement Manager | Department: Wealth and Asset Management |
Responsibilities:• Led complex cross-functional programs for global financial services firms spanning strategy, digital transformation, and transaction advisory• Directed design of AI-based sanctions screening solutions and wealth management digital experience roadmaps • Managed multi-billion-dollar transaction tax reorganization and investment management acquisition change readiness programs • Redesigned wealth management operations and advised on market entry strategy for digital wealth capabilities |
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| Years | Employer | Title | Department |
| Years: 2013 to 2015 | Employer: eFront (a Blackrock company) | Title: Alternative Investment Team Lead | Department: |
Responsibilities:• Directed large-scale digital transformation programs for alternative asset managers, focusing on private equity and pension funds• Directed, developed, and coached teams of 5+ business consultants, developers, and business intelligence analysts • Delivered full digital transformations on the eFront platform for multiple private equity fund managers (both GPs and LPs) |
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| Years | Employer | Title | Department |
| Years: 2012 to 2013 | Employer: Frontier Markets Capital (Self) | Title: President, Equity Research & Advisory | Department: |
Responsibilities:• Directed daily operations for a research and information services provider serving hedge funds and private equity firms focused on emerging markets• Recruited, trained, and managed a team of equity and political risk analysts |
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| Years | Employer | Title | Department |
| Years: 2008 to 2012 | Employer: Marlin & Associates LLC / Bentley Associates LP | Title: M&A Associate | Department: Technology/Media/Financial Software |
Responsibilities:Provided support to Managing Directors on deal processes, including sell-side and buy-side M&A, debt, and equity transactions |
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| Years | Employer | Title | Department |
| Years: 2005 to 2007 | Employer: BPI France / Groupe Caisse des Dépôts / Lazard Bank | Title: Analyst, Private Equity Fund of Funds | Department: French Sovereign Wealth Fund |
Responsibilities:• Completed venture capital, capital development, mezzanine, and securitization investments• Authored investment memoranda for submission to investment committee • Prior experience as Investment Banking Analyst, Lazard Bank, Paris, France (2005–2006) |
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Career Accomplishments
| Licenses / Certifications |
|---|
| Black Venture Institute Fellow, Certification – Venture Capital — UC Berkeley, Haas School of Business, 2023 |
| Awards / Recognition |
|---|
| Ranked in top 5% of firm (Cohort 1) for Excellence in Managing Engagements and Leading Teams |