Strategy, intelligence, and decision architecture for complex businesses.

Led corporate strategy, competitive intelligence, and AI-enabled decision support for one of Latin America's largest private banks, advising executive leadership across the international wealth management platform.

• Built and led a proprietary business intelligence ecosystem that synthesized competitive signals, market data, and macro trends into executive-grade intelligence, enabling faster and higher-quality strategic decisions.
• Served as primary internal strategy consultant to the C-suite and executive committee, framing complex problems, designing decision architectures, and producing governance and board-level materials.
• Orchestrated the International workstream of the Private of the Future program, translating ambiguous mandates into structured strategic roadmaps for a vertically integrated wealth platform.
• Delivered AI-enabled strategic insights that reduced research and synthesis cycle times and expanded leadership bandwidth for higher-order judgment.
• Led go-to-market and exit strategies, acquisition due diligences, and asset-diversification initiatives that expanded internationally diversified client assets and increased the strategic relevance of the Miami platform.
• Produced benchmarking across global wealth managers to inform positioning strategy, value proposition design, governance frameworks, and major platform transformations.

• Directed consulting engagements delivering strategic and operational solutions across financial services, including 5–6% cost savings through outsourcing in U.S. commercial banking operations.
• Optimized supply chains for a Latin American firm, cutting costs 8–13%, and built a supplier risk management framework for a major bank to reduce risk exposure and strengthen regulatory alignment.

• Designed and executed growth strategies for Latin American wealth management and prepared cross-border investment strategies for high-net-worth clients across multiple jurisdictions.

• Built and launched wealth management units across Brazil, Chile, and Uruguay, secured 5% market share, trained 50+ advisors, and led post-merger integration aligning client offerings and service practices.

• Enabled 20% market capture for a securities services unit by realigning business strategy and driving cost efficiencies; guided post-merger integration for two major financial institutions across seven countries.
• Developed strategy for a large insurance group, including financial projections and organizational redesign; evaluated credit risk functions for Basel compliance; redesigned information security for a major retail bank.