Expert Details
Expert in Corporate Strategy, Financial Services, Fintech and Digital Transformation
ID: 737040
California, USA
He most recently was the Senior Vice President - Head of Strategy at a prestigious national bank. Reporting to the CEO and CFO, he led the Corporate Strategy team, conducting marketing/competitive analyses, risk assessments, growth priorities, client research, digital roadmap, and sales effectiveness programs. In addition, he continued the development of his expertise in disruptive threats to the industry, including technology/digital trends, fintech, demographic/social shifts, the importance of data/analytics/AI, and other forces of change. He also supported planning activities in partnership with the Lines of Business that served affluent/HNW individuals, entrepreneurs, SMBs, and partnerships.
Previously, he worked in EY's Financial Services Advisory practice, where he helped clients identify and execute strategies to improve business performance. In addition, he was part of the team that founded EY's fintech practice in 2014.
Before joining EY, Expert had a variety of roles at American Express. This included responsibility for the Global CRM Strategy for American Express's Global Merchant Services business. Expert's previous work in the Payments industry included developing the product strategy behind American Express's Multi-Currency Processing product and managing the North American fee strategies; Both of which had an extensive focus on understanding and documenting the competitive environment in both the US and global acquiring industry.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 2004 | Degree: MBA | Subject: International Business | Institution: Thunderbird School of Global Management |
| Year: 2002 | Degree: BA | Subject: International Studies | Institution: University of Arizona |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2014 to 2021 | Employer: Prestigious national bank | Title: SVP - Corporate Strategy | Department: Corporate Strategy |
Responsibilities:Reporting to the CEO and CFO, he led the Corporate Strategy team, conducting marketing/competitive analyses, risk assessments, growth priorities, client research, digital roadmap, and sales effectiveness programs. He continued the development of his expertise in disruptive threats to the industry, including technology/digital trends, fintech, demographic/social shifts, the importance of data/analytics/AI, and other forces of change. He also supported planning activities in partnership with the Lines of Business that served affluent/HNW individuals, entrepreneurs, SMBs, and partnerships. |
|||
| Years | Employer | Title | Department |
| Years: 2013 to 2014 | Employer: EY | Title: Manager | Department: Financial Services Advisory |
Responsibilities:Previously, he worked in EY's Financial Services Advisory practice where he helped clients identify and execute strategies to define strategies, better engage with prospects/customers, and improve business performance. He was part of the team that founded EY's fintech practice in 2014. |
|||
| Years | Employer | Title | Department |
| Years: 2005 to 2013 | Employer: American Express | Title: Various: Global Product Strategy, | Department: Global Merchant Services |
Responsibilities:Prior to joining EY, Expert had a variety of roles at American Express. This included responsibility for the Global CRM Strategy for American Express's Global Merchant Services business. Expert's previous work in the Payments industry included developing the product strategy behind American Express's Multi-Currency Processing product and managing the North American fee strategies both of which included an extensive focus on understanding and documenting the competitive environment in both the US and global acquiring industry. |
|||
International Experience
| Years | Country / Region | Summary |
|---|---|---|
| Years: 2010 to 2010 | Country / Region: United Kingdom | Summary: Global Rotation Program supporting the development of Amex's global product strategy for the multicurrency processing product |
Career Accomplishments
| Awards / Recognition |
|---|
| Global Rotation Program - American Express Program of the Year Award - City National (Sales Transformation/Capabilities) |
Fields of Expertise
banking, Sales & Market Analytics, Sales and Marketing Management and Implementation, CRM, customer experience management, Customer Journey Mapping, customer segmentation, B2B market research, market assessment, product innovation, Digital, Digital Banking, Fintech, digital strategy, business strategy, business strategy review, case analysis, Commercial and Strategy Functions, corporate strategic planning, Digital Transformation Strategy, Project Management Strategy, user experience strategy, strategic differentiation, strategic innovation