Mona Khanna

A

Founder & CEO

AMBITIONX: Strategy That Wins: Strategic Consulting, Advisory and Partnership

Jan 2017 - Current (9 years 8 months)

risk tracked at the executive committee level; 10 yrs ahead of current market's cybersecurity tech adoption trend; Increasing team size from 1 to 80 people from front-to-back of the org; Structure the deal to pay for itself by increasing deal size by 76X, from $200K to $15.2MM while reducing TCO. ✦ Create business strategy, model, vision and brand name for a concierge healthtech services firm located on NYC's billionaire's row, 57th St; Catering to UHNW market; Media features on Bloomberg, Crain's NY Business and LinkedIn. ✦ Create defensible GTM business strategy, IP, brand name, USP, logo, vision, multi-channel marketing strategy; Design luxury retail concept; Perform market research; Develop 6 proprietary exotic tea flavors, 2 targeting

G

Founder & CEO

Get Premium Clients: Strategic Business Consulting and Coaching (NYC)

Jan 2016 - Jan 2018 (2 years 1 month)

✦ Advance firm's leadership position and strategic profile in the marketplace by creating and leveraging defensible GTM strategies that win. ✦ Develop strategic vision, mission and values; Brand strategy, design, vision, brand name, logos, ethos, pathos, voice, style, tone, POD's, POV's and USP's. ✦ Solve complex problems; Convert critical business threats into massive opportunities, creating & leveraging emerging digital macro, micro & nano trends. ✦ Lead development of digital marketing strategy, full-funnel branding, advertising, marketing, sales and CRM strategy campaign executions. ✦ Create and deliver public speeches, presentations, training on-stage, in-person, on-video, digital and live to thousands of global entrepreneurs and corpo

L

Retail Tea: Luxury Portfolio Brand (NYC)

Love Luxi:

Jan 2013 - Jan 2015 (2 years 1 month)

✦ Develop strategic vision, mission and values; GTM strategy; Brand strategy, brand design, brand name, brand logos, brand ethos, brand pathos, brand voice, brand style, brand tone, point of differentiation (POD), unique selling proposition (USP); Design retail store concept: online, off-line, brick-and-mortar. ✦ Create six proprietary exotic tea flavors, two target coffee drinking market, package design and development, market research, source product, conduct commercial and retail buyer testing with 100's of buyers; Host immersive experiential events; Attend events and evaluate global supply chain partnerships.

B

Vice President, Strategy and Transformation

Barclays Investment Bank (NYC)

Jan 2013

✦ Develop strategy, communications and remediation plan, taking immediate action in response to regulatory guidance.

D

North America PMO Lead and Sr. Project Portfolio Director

DIAGEO (NYC)

Jan 2013 - Jan 2014 (1 year 1 month)

✦ Advance firm's leadership position and strategic profile in the marketplace by creating and leveraging defensible GTM strategies that win. ✦ Lead firm-wide CPG portfolio strategy, operations, vision development, strategic planning, benefits realization for C-level $40 Million business relationship management (BRM) and technology investment portfolio to increase ROI and maximize shareholder value. ✦ Accelerate capture of existing and innovative strategic market opportunities, achieve market expansion targets by leveraging GTM strategies. ✦ Solve complex problems; Convert critical business threats into massive opportunities, creating & leveraging emerging digital macro, micro & nano trends. ✦ Strategize & chair executive steering committee

H

Portfolio Management Officer (PMO)

HSBC (NYC)3

Jan 2012 - Jan 2013 (1 year 1 month)

✦ Advance firm's leadership position in the marketplace by creating and leveraging defensible strategies that win. ✦ Develop end-to-end project portfolio governance structure, processes, strategy, roadmaps and tollgates to ensure on-time delivery of key milestones. ✦ Secure buy-in, report to C-level, steering committees and execs on portfolio progress; Attain business case approvals; Manage portfolio resource pipelines. ✦ Create and deliver plans and reports as per cadence, communicating decisions to internal and external stakeholder audiences.

C

Sr. Program Manager

Credit Suisse Investment Bank (NYC)

Jan 2012

✦ Advance firm's leadership position and strategic profile in the marketplace by creating and leveraging defensible Strategies That Win. ✦ Single-handedly redefine a CIO sponsored cyber security consulting engagement at a top tier global IB within 3 months without any training; Solving for a top 10 risk tracked at the executive committee level; 10 yrs ahead of current market's cybersecurity tech adoption trend; Increasing team size from 1 to 80 people from front-to-back of the org; Structure the deal to pay for itself by increasing deal size by 76X, from $200K to $15.2MM while reducing TCO. ✦ Partner with C-level, executive sponsors and governance boards, appraising them ahead of steering committee meetings to ensure effective decisioning.

A

Founder & CEO

Alpha Synergies: Financial Services Consulting (NYC)

Jan 2011 - Jan 2016 (5 years 1 month)

C

Chief Operating Officer and Sr. Program Manager

Credit Suisse Asset Management (NYC)

Jan 2011

✦ Advance firm's leadership position and strategic profile in the marketplace by creating and leveraging defensible Strategies That Win. ✦ Strategic initiative: Alternative investments strategic software development. Drive strategic benefits realization: ✦ Enable institutional investment portfolio managers with $600 Billion+ AUM to manage BOW with comprehensive business growth capabilities. ✦ Develop and leverage standard and heavily customized alt investment strategies to suit investment needs, risk tolerance and time horizons. ✦ Advance firm's leadership position, increase AUM and Portfolio Managers' book of work (BOW). ✦ Create predictive intelligence models, scorecards and dashboards with data driven insights for senior executives to ma

1

Founder & CEO

1ON1 Synergistix: Financial Services Consulting (NYC)

Jan 2010 - Jan 2011 (1 year 1 month)

M

Business Analyst

Morgan Stanley Wealth Management (NYC)

Jan 2010 - Jan 2011 (1 year 1 month)

✦ Strategic initiative: Morgan Stanley and Citibank M&A integration: Secure buy-in from and report to sr. executives; Drive strategic benefits realization: ✦ Introduce powerful solutions with new capabilities for branch managers and 18,000 FA's managing $1.75 Trillion AUM to capture market share. ✦ Provide comprehensive book of business, profitability, product penetration, product opportunity, compensation, predictive intelligence and insights, business analytics and market intelligence; Offer metrics at national sales, division, region, complex, branch, FA and client levels.

Business Analyst

Ameriprise Financial

Jan 2009

✦ M&A integration of client, trading, brokerage, banking and 3rd party solutions into ONE centralized web portal. Drive strategic benefits realization: ✦ Offer full range of financial products and services within ONE client web portal for 2 MM clients with $460 Billion of AUM. ✦ Enhance cyber security, provide secure authentication and strategic identity management. ✦ Advance firm's leadership position within full-service broker-dealer industry, capture market share; Win J.D. Power and Associates awards.

Pricing Strategist and Power Transmission Planning Engineer

National Grid

Jan 2004 - Jan 2009 (5 years 1 month)

✦ Secure buy-in on strategic priorities, project financing, CAPEX and OPEX budgets, opportunities, outcomes, benefits, objectives, resources, KPIs and KRIs; Ensure timely and tactical execution, delivering on priorities and key company integration initiatives. ✦ Conduct R&D engineering feasibility studies, strategic and financial planning; Drive power generation, transmission and distribution engineering planning initiatives: System-wide smart city tech innovations, infrastructure load capacity enhancement, site selection and upgrades to ensure reliable interpretability. ✦ Create and deliver annual and quarterly engineering planning studies to executive committees. ✦ Strategize and set gas rates for NYC and Long Island customers as well as

Electrical Engineer and Project Manager

NYC Department of Education

Jan 2004

✦ Lead RFP evaluation and vendor selection for $55 million smarter city infrastructure enhancement SCADA and automation control center technology project. ✦ Strategically advance tech adoption, conduct engineering feasibility studies and make strategic recommendations for operational infrastructure upgrades. ✦ Volunteer for multiple special assignments to optimize and enhance lives of NYC, NYS and US citizens as well as operations of NYC, NYS and US businesses. ✦ Highly favored, mentored and trained for leadership and gifted a Toyota Prius for work duties.

Project Management Office (PMO) Project Manager

UNDP

Jan 2003

✦ Manage budget and develop financial reporting dashboards, using MS Access and SQL; Lead 1 dedicated full-time resource, guiding his work deliverables.

G

Pfizer Subject Matter Expert (SME)

Genesis Solutions Pvt Ltd

Jan 2003

IT, Vendor Procurement and Accounting Business Analyst

University at Buffalo

Jan 2000 - Jan 2003 (3 years 1 month)

✦ Analyze, develop tech policies and procedures, upgrade hardware and operating systems on networked user machines, take charge and build teams.

F

Pre-medical Intern

Flushing Hospital

Jan 1999

✦ Train with Emergency Room (ER) physicians and nurse staff, outpatient dialysis and vascular lab wing technicians.

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