Ivy Captech Advisors

Seasoned innovation and digital transformation leader guiding organizations through strategic technology adoption. Leverages deep expertise in emerging technologies, including AI, DLT, and cloud, to bridge the critical gap between business and IT. Proven track record of developing data-driven strategies and transforming concepts into scalable solutions that deliver measurable business value across industries.

Managing Partner, Chief Possibilities Officer

Duke Master in Fintech

The Duke University Master's in Financial Technology program prepares future leaders at the intersection of finance and technology. This innovative curriculum combines technical expertise with industry insights, equipping students to drive transformation in the evolving financial services sector.

Board Member

Chief

Chief stands alone as the premier network tailored exclusively for top-tier women executives. Chief's mission to to help empower women leaders, amplify their impact, and create pathways for them to elevate others alongside them.

Member

NYU Tandon School of Engineering

The NYU Cyber Fellows program at the NYU Tandon School of Engineering is a cutting-edge initiative designed to cultivate the next generation of cybersecurity leaders. This innovative program combines advanced technical training with real-world industry insights, preparing students to tackle the complex and evolving challenges in the cybersecurity landscape.

Advisory Council

The Depository Trust & Clearing Corporation (DTCC)

Established the firm's Internal Innovation Strategy and inaugural AI Enablement Teams, led cross-functional leadership committees, and drove the experimentation and adoption of emerging technologies, including Generative AI, DLT, AR/VR, and quantum computing. These efforts supported the firm's strategy, enhanced operational efficiencies, reduced risk, and improved the client experience across global financial markets, while fostering a culture of innovation throughout the organization.

Executive Director, Head of Internal IT Research and Innovation

Ivy CapTech Inc

Led product strategy and digital transformation initiatives for Fortune 500 companies across global markets. Managed budgets from $4M to $10M, driving innovation from concept to market success.
Partnered with CXOs and led cross-functional teams to drive innovative tech initiatives, developing and executing comprehensive go-to-market strategies:

Reckitt - Head of Digital & Innovation for North America, Health & Nutrition brands 
•	Grew Digital and Innovation team from 3 to 20+ members, implementing a Digital Factory model, achieving 70% increase in digital initiatives and 50% faster time-to-market
•	Led digital transformation strategy, achieving 200% cost reduction across 20+ brands globally through a headless architecture design

Estee Lauder - Head of Beauty Advisor Digital Innovation 
•	Guided implementation of emerging technologies (Mobile, AI/ML, AR/VR, Digital Learning) across 20 brands, 5 regions, impacting 100K+ beauty advisors
•	Implemented the firm’s first digital learning solution, increasing operational efficiency by 35% and driving 11% sales boost

UBS Asset Management - Strategy Consultant 
•	Led the data and model development team for firm's first AI-driven robo-advisor platform, which grew assets by $200M+ within three months of launch
•	Developed go-to-market strategy and technology architecture for new lending product targeting the firm’s ultra-high-net-worth clients

Innovation and Digital Transformation Executive

Bats Hotspot SEF LLC (aquired by Cboe FX)

Javelin SEF, which was acquired by Bats Hotspot SEF are regulated electronic trading platforms that facilitate the execution of swap transactions in the derivatives market. These platforms emerged in response to post-2008 financial crisis regulations, particularly the Dodd-Frank Act, aiming to enhance transparency and reduce systemic risk in over-the-counter (OTC) derivatives trading.

Cohen & Steers

Led the team responsible for driving digital transformation across Cohen & Steers, overseeing strategy, implementation, and cultural change.

VP, Head of Strategic Projects & Initiatives

Fractional Chief Product Officer for multiple tech ventures across diverse sectors, driving products from concept to market launch and scale. Notable achievements include pioneering a mobile digital content platform for emerging markets that achieved 500%+ monthly user growth and a $125MM+ exit valuation, developing an AI-driven medical advice platform, and guiding a fintech startup through complex regulatory processes to successful acquisition.

Startup Co-founder and Head of Product

Bear Stearns Companies

Led enterprise-wide digital transformation and innovation initiatives, helping to bridge technical and business domains to enhanced efficiencies and improved client experiences.

Managing Director, Digital Innovation

Expert catalyst in driving Innovation from 0 to 1, excelling in building innovation teams, launching new products, embracing emerging tech, and a passionate couture design enthusiast

Strategic innovation leader with a proven track record of driving digital transformation and product success across fintech, retail, CPG, and technology sectors. Over two decades of experience guiding both startups and Fortune 500 companies from concept ideation through successful market launch and beyond.

Expert in leveraging emerging technologies, including AI/ML and blockchain, to solve complex business challenges and create new market opportunities. Skilled in translating intricate technical concepts into actionable strategies for C-suite executives, enabling data-driven decision-making that accelerates growth and optimizes efficiency.

Demonstrated ability to lead cross-functional teams in developing and implementing innovative product strategies, secure significant funding and strategic partnerships for high-growth ventures, and orchestrate successful exits. Track record of scaling operations from startup to multimillion-dollar enterprises while fostering cultures of innovation that drive continuous improvement and market leadership.

Passionate about helping organizations navigate digital disruption, launch groundbreaking products, and achieve transformative business outcomes through technology-driven innovation. Combines deep technical insight with business acumen to identify market opportunities and guide companies from concept to successful product launches and sustained growth.

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