Anna: COO/Managing Director - USA
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iCEO™: 97721
Position: COO/Managing Director
Nationality: USA
Home Country: USA
Experience
Operating executive with 20+ years of COO-level leadership across financial services and digital platforms, distinguished by the breadth of operator roles spanning P&L ownership, COO, market operations, and strategic advisory.
Major Achievements
1) Building and scaling operating infrastructure from the ground up: Grew a new business line from 300 to 1,000+ employees across 4 acquisitions, directed $2B+ product strategy and $200M+ technology investment, and established the operating model, decision rights, and organizational capabilities that enabled a complex, multi-sided platform to scale with pace and discipline.
2) Driving transformation in high-stakes, regulated environments: Led enterprise-wide transformation across investment banking, wealth management, and consumer platforms delivering $100M+ in cost optimization, $250M+ in post-merger synergies, and closure of 60+ critical audit findings while navigating regulatory readiness with the OCC, FRB, CFPB and SEC.
3) Architecting the operating model for what comes next: Partnered with executive leadership teams at critical inflection points to design operating models across people, process, and technology, closing the gap between strategic intent and execution across complex, high-stakes environments.
Industry Sector Competencies
• Financial Services• Leisure Industry
• Media
• Private Equity
Professional Objectives
• Function: Transformation/Product Executive, COO• Interim Manager: Yes
• Permanent Position: Yes
• Operational: Yes
• Availability: Full time, Part time
• Prefered Locations: NYC
Additional Professional Interests
• Operational Coaching on demand• Non Executive Director Assignments
Countries Covered
• USAOperational Competencies
• AI strategy (Expert)• ESG & sustainability strategy (Professional)
• Technologies to market (Expert)
• Business development (Expert)
• Acquisition and shadow management (Professional)
• New product or service launch (Expert)
• Geographical expansion (Expert)
• Pre or post investment audit (Professional)

