Teams at CFA Institute

Develops CRM segmentation, audience strategies, predictive models, and personalized marketing campaigns using Salesforce platforms and SQL. Maintains audience libraries, validates data pipelines, governs customer data, supports experimentation and performance measurement, and creates lookalike and suppression audiences. Collaborates with Data Engineering, Data Science, IT, and marketing teams to ensure data quality, privacy compliance, campaign accuracy, and operational efficiency. Mentors analysts and marketers while improving CRM processes and personalization capabilities.

Leads CFA Institute’s global travel and corporate credit card programs, managing teams, budgets, suppliers, policies, controls, reporting, traveler support, card administration, and process improvements. Partners with Procurement, Treasury, Accounts Payable, Security, and other stakeholders to improve compliance, service quality, safety, efficiency, and cost management.

Leads strategy, roadmap ownership, development, launch, and lifecycle management for B2B learning and assessment products serving institutional investment clients. Builds product governance and development processes, translates customer and market insights into propositions, develops business cases, monitors performance, and coordinates technology, learning, sales, curriculum, and external stakeholders to deliver commercial growth.