Portfolio of Work

Transforming Private Banking Through Modern, Scalable Wealth Platforms

I bring deep expertise in Wealth Technology, having led multi-geography platform upgrades, new product builds, and end-to-end modernization programs for private banks in the US, UK, Netherlands, Singapore, and India.

My work spans core wealth processes—Investments, Corporate Actions, Orders & Trades, Portfolio Management—bringing efficiency, automation, and scalability to legacy wealth platforms.

Key Contributions

• Led major private banking platform rationalization for a large US bank, consolidating fragmented wealth systems, building custom digital solutions, and improving customer experience across advisory and investments.
  

• Implemented Temenos T24 WealthSuite (Securities) for a leading European private bank, covering Orders, Trades, Corporate Actions, tax workflows, and market data integration.
  

• Reduced corporate actions processing time by 20% through automation, STP enablement, and data harmonization.
  

• Designed future-ready wealth journeys through process engineering, data integration, and operating model enhancements.
  
  I modernize private banking platforms to deliver superior advisor productivity, faster processing, and digital-first wealth experiences.

Driving Compliance-Ready Banking Through Intelligent Regulatory Solutions

I have delivered complex regulatory reporting and compliance transformations across APAC, Europe, and the UK—helping banks adapt to rapidly evolving requirements with accuracy and speed.

Key Contributions

• Led FATCA, AEI, 871(m), and 305(c) regulatory implementations for Singapore and Hong Kong wealth divisions of a global Swiss bank.
  

• Built regulatory product grids, income categorization logic, data extract formats, and end-to-end BRS/FRDs to ensure compliant, scalable reporting.
  

• Drove design and implementation of SRD II, EU taxation workflows, and shareholder disclosure processes for EU wealth businesses.
  

• Guided technical teams as a domain expert, ensuring regulatory adherence from requirement definition to UAT and deployment.
  

  I help private banks stay compliant with global regulations through streamlined, automation-ready reporting frameworks.

Shaping the Wealth Operating Model Through Business, Technology & Data Strategy

With extensive consulting experience across the US, UK, EU, India, and Singapore, I have led strategic initiatives that reshape operating models, optimize cost, and improve client experience.

Key Contributions

• Drove strategic thought leadership for US financial institutions in areas like Alternative Investments and Wealth Data Modernization.
  

• Designed Target Operating Models for wealth and investment businesses, addressing process gaps through technology, analytics, and automation.
  

• Led as-is process diagnostics for UK wealth clients and delivered future-state models to improve operational alignment and efficiency.
  

• As part of corporate strategy roles, executed large-deal strategy, competitive intelligence, and M&A assessments for BFS clients.
  

• Evaluated global wealth management product propositions and built portfolio management and regulatory roadmaps.
  
  I design future-state operating models that combine technology, data, and business strategy to drive measurable transformation in private banking.

Creating Value Through Deep Domain Expertise & Precision Execution

My consulting career is built on partnering closely with CXOs, senior stakeholders, and cross-functional teams across global banks. I am known for my ability to simplify complexity, align diverse stakeholders, and deliver high-quality outcomes that directly impact business.

Key Contributions

• Trusted advisor to CXOs and senior leaders in the UK, Netherlands, India, and Singapore for key transformation and regulatory programs.
  

• Led multiple consulting teams across wealth, mortgages, regulatory reporting, and automation—ensuring on-time delivery and crystal-clear stakeholder communication.
  

• Built personalized investor journeys, improving engagement, advisor productivity, and cross-selling opportunities for mortgage and wealth clients.
  

• Delivered high-impact PoVs and elevator pitches in ESG, AI, intelligent automation, and platform optimization—strengthening client confidence and vision alignment.
  

• Recognized for building solutions that balance client needs, regulatory expectations, and business outcomes with a long-term view.

  I focus on solving the client’s true problem—delivering clarity, confidence, and long-term value in every engagement.