Senior Management Consultant
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Sep 2015 - May 2017 (1 year 9 months)
EY Consulting provides strategic advice and direction to clients. The Wealth & Asset Management (WAM) practice delivered technology-driven investment products for both consumers and financial advisors. My focus was on D2C Investment Advice - helping incumbents launch rroboadvisory products to respond to disruptors like Betterment, Wealthfront, etc.
::: Select Engagements
• Assisted the Wealth Management division of a Global Investment Bank with launching their own direct to consumer investment advice product; co-led the automation of account opening & funding through competitive analysis, documentation of current state & future state, MVP feature scoping, etc.; slashed client data requirements to open an account by ~70% from 250+ to less t