Managing Director

*Managing Director | TechNext Solutions | New York, NY*

June 2020 – Present

- Spearheaded a company-wide transformation initiative that increased annual revenue by 35% within two years through diversification into cloud-based SaaS products.

- Led a team of 150+ professionals, fostering a culture of innovation, accountability, and continuous learning.

- Negotiated strategic partnerships with leading AI firms, resulting in a 20% uplift in market share in the fintech segment.

- Oversaw the development and deployment of a proprietary AI-driven analytics platform, enabling clients to reduce operational costs by up to 25%.

- Implemented agile governance frameworks that improved project delivery timeframes by 40%.

*Managing Director | FinVision Consulting | Boston, MA*

March 2015 – May 2020

- Directed a team of 70 consultants providing financial restructuring and digital strategy advisory to Fortune 500 clients.

- Managed client portfolios worth over $500M, achieving retention and growth through tailored strategic solutions.

- Developed a proprietary risk assessment model that was adopted company-wide, reducing client risk exposure by 15%.

- Led organization’s expansion into European markets, establishing new regional offices and increasing international revenue streams by 30%.

- Initiated company-wide digital tools adoption, reducing internal overhead costs by 18%.

*Business Development Lead | Innovatech Inc. | Chicago, IL*

August 2010 – February 2015

- Delivered new business growth by expanding product lines into Asia-Pacific markets, generating $80M in new revenue over three years.

- Built and maintained high-level relationships with key stakeholders including investors, government agencies, and multinational corporations.

- Designed and implemented market research strategies that informed expansion initiatives and product positioning.

**Master of Business Administration (MBA)** — Harvard Business School, Boston, MA

*2008 – 2010*

**Bachelor of Science in Management** — University of California, Berkeley, CA

*2004 – 2008*

- Certified Strategic Planner (CSP) – Strategic Management Society, 2021

- Project Management Professional (PMP) – PMI, 2019

- Digital Transformation Certification – MIT Sloan School of Management, 2023

- CRM & ERP: Salesforce, SAP

- Data Analysis: Power BI, Tableau, Python (Pandas, NumPy)

- Cloud Platforms: AWS, Microsoft Azure

- Project Management: Jira, Confluence, MS Project

- Collaboration: Slack, Microsoft Teams

- English (Native)

- Spanish (Fluent)