Founder, Created an AI driven asset management firm that delivers financial advice through a digital platform.
- Grew the firm to over 35 employees and 80 million USD in assets under management in 4 years.
- Responsible for the business strategy development for the digital advisory... more platform and later pivoted the firm to focus on servicing institutional clients.
- Directly responsible for hiring the sales & marketing team, client acquisition, sales and product management processes for the firm.
- Led implementation of OKR (Objective and Key Results) methodology across the organization.
- Responsible for the business strategy development for the digital advisory... more platform and later pivoted the firm to focus on servicing institutional clients.
- Directly responsible for hiring the sales & marketing team, client acquisition, sales and product management processes for the firm.
- Led implementation of OKR (Objective and Key Results) methodology across the organization.