Strategy.
Builder.
Operational strategy leader. Five countries of lived experience.
Builder instinct.
Eight years turning strategy into execution.
AI-powered data models.
- Defined European expansion strategy for a Global Custodian — target geographies, commercial model, localisation requirements.
- Built a Gemini AI model to evaluate custody market structures and competitive dynamics across Europe.
- Benchmarked a UK UHNW wealth manager against peers; delivered strategic recommendations directly to the CEO.
Cost reduction at scale.
- Led operating model transformation for a Dutch Asset Manager; drove middle office outsourcing across 12 workstreams, delivering 20% cost reduction.
- Established governance and operating model for a Canadian Investment Manager ($170B AUM) implementing a front office technology overhaul.
- Analysed profitability across Deloitte's financial services portfolio; built performance dashboards that drove a $3.2M margin uplift.
OpEx rationalisation at scale.
- Led a global team of 15 overseeing a $205M transformation and integration book of work for a Global Asset Manager.
- Designed the operating model for a Global Asset Manager's change department post-acquisition — combined AUM of $725B and 2,500 staff.
- Streamlined the operating model of a top 5 Global Asset Manager; optimised technology and span of control targeting $300M OpEx reduction.
$84M programme won.
- Led an agile team of 5 building and testing Financial Advisor Platform features for 18,000 users across UX, Engineering, and Compliance.
- Project managed a workstream building an in-house Robo-Advisor for a $1T+ Asset Manager; owned customer acquisition and user experience end-to-end.
- Led system and user acceptance testing across a 60-person team; drafted a successful $84M bid for a 4-year programme extension.
Built for myself.
Proof of instinct.
tabs
I got tired of context living in five different tools. Notes in one place, contacts in another, calendar somewhere else. No single system that connected how I think to how I work.
So I built one. Open Brain is a personal OS built on a vector database: 493 contacts, 1,284 interactions, 342 thoughts, tasks, and calendar. All queryable in plain English through Claude and Telegram.
Now I can ask "who did I meet at that fintech event in October?" and get an answer. Everything is connected, everything is searchable, and it's entirely mine.
· Marcus Reid — 87 days
· Pedro Oliveira — 71 days
· Sophie Durand — 65 days
Want me to draft a catch-up message for any of them?
⚠ Central: Minor Delays
🌥 12°C — Broken Clouds
🌧 Rain expected ~12:00
WHITE CITY
WOOD LANE
Growing up across Venezuela, the United States, and Costa Rica, and having led teams across the United States, Europe, and India, I know firsthand how to bring different people, cultures, and perspectives to the table and use that to solve the problem in front of you.
Eight years as an operational strategy leader in financial services, at EY in New York then Deloitte across New York and London, have sharpened that. I've led $205M transformation programmes, built operating models for asset managers with combined AUM exceeding $725B, and used AI to shape a Global Custodian's entry into the European wealth market.
I'm not waiting to see what AI becomes. I build with it: a personal OS connecting my contacts, calendar, and decisions; a bot that sends my tube departures every morning.
Let's build
something.
Always open to discussing strategy, operations, and technology.