"Far and away the best prize that life has to offer is the chance to work hard at work worth doing."
Theodore Roosevelt
Employment history
A non-exhaustive view of prior employment assignments.
* Generative AI and distributed ledgers product strategy ownership
* Blueprinting, negotiating and overseeing product development trajectory
* Building and deploying processes and structures to develop pan-Wealth product management
* Building a strategic digital product research practice
* Spearheading technology based improvement initiatives across business units and support functions
* Business development in pan-EU financial services sector.
* Business / process architecture leadership within financial services.
* Designing and managing large-scale, complex transformation initiatives locally and internationally.
* Fundamentally modernising products, services and departments.
* Advocating for technology based sustainability/ESG solutions.
* Building, managing and supporting interdisciplinary consulting teams.
* Crafting strategies for business and IT modernization and transformation.
* Developing tech-enabled, sustainable (ESG), client-centric propositions.
* Digital transformation thought leadership in the Financial Services industry.
* Acting as a catalyst for the transformation vision, innovative ideas and approaches.
* Conceptualising, planning, launching and overseeing transformation initiatives.
* Establishing business and IT best practices and architectural principles across all architectural domains.
* Orchestrating resources to help drive rapid solution adoption, cost reduction and reduce time to market.
* Business architecture in a digital transformation context (quote and apply capabilities), including Enterprise Architecture function engagement model design (SAFe / Agile compliant) and broader TOM support.
* Solution architecture for several enterprise applications and initiatives. Re-architecture of monolithic applications into SOA / microservices, rationalisation and Azure re-deployment.
* Technical, UX and UI standard development and coaching (circa 30 developers and 7 Bas).
* Technical governance – design authority board, project and programme working groups.
* Change management support in agile (SAFe), waterfall and hybrid initiatives.
* Technologies: Java, Angular, APIs / REST, SQL Server, Ab Initio, Dynamics, IBM mainframe, Azure cloud, SwissRe Magnum, RGA Aura, proprietary L&G technologies.
* Products: lifetime annuities, immediate needs annuities, fixed-term retirement plans (FTRP), cash out retirement plans (CORP), broad range of legacy products with guarantees – GAR, GMP, EPB, etc.
* Business analysis in the context of enterprise application development, core process re-engineering, and integration of acquired companies.
* Analysis, rationalisation and oversight of a large scale enterprise data platform migration into AWS cloud.
* Research process digitalisation – building API based data submission capability for sustainable investments.
* Process and journey development for research users. Very strong exposure to index building mechanics and familiarity with several FTSE Russell index families, e.g. FTSE4Good, FTSE Global Climate, FTSE Green Revenues, FTSE Blossom Japan, etc.
* Technologies: .NET, SQL Server, Sybase ASE, Kalahari / kACE, RHEL 7, AWS cloud.
* Technology strategy, deployment, and modernisation in a broad range of scenarios: performance improvement, cost reduction, M&A – mergers and demergers, regulatory compliance, etc.
* Assurance – technical architecture, data environment and governance, change management.
* Business transformation projects including E2E TOM design, implementation roadmaps, process improvement / redesign.
* Regulatory project management and programme design – MiFID I and II, RDR, and FIDLEG.
* Sourcing / supplier selection – RFIs, RFPs, market research.
* Thought leadership on architectural approaches (e.g. hyperconverged infrastructure and systems), algorithmic and high-frequency trading (HFT), big data, and data analytics.
* Sector coverage: banking, investment management, wealth management, insurance.
* Consultative selling of the Bloomberg terminal and ecosystem products to clients within the CEE.
* Relationship management of CxO, MD, and Director level clients.
* Strategic campaigns to increase product penetration and carry out competitor displacements.
* Training delivery – fixed income, equities, FX, and IR derivatives.
* Technologies: Bloomberg AIM, Bloomberg TOMS, Reuters Eikon, Kondor, Charles River, Murex, Fidessa EMS / Minverva, SimCorp Dimension, MSCI Barra / RiskMetrics
* Credit derivatives transaction and lifecycle management.
* Ownership of the clearing and portfolio compression cycles.
* Bilateral position unwinds on CDS and CDX products.
* Credit business representations internally and externally.
* Technology changes – SME perspective representing the credit Middle Office.
* Governance of EMEA sales and trading products. Particular focus on credit and fund solutions.
* Operational readiness assessment across all functions of the bank.
* Research and analytics to support EMEA executives, including the global COO.
Other early roles involved financial sales and transaction structuring in investment banking, and trade finance risk management in commercial banking.
Entrepreneurial activity
Business ventures and commercial experiments.
Andromeda Research & Consulting (ARC) was a company dedicated to pioneering innovative business and operational frameworks. Throughout its tenure, ARC embarked on a groundbreaking initiative, conceptualizing the revolutionary notion of dynamically shaping and refining operational architectures using cutting-edge computer algorithms, thus envisioning the realization of a fully autonomous enterprise. With the emergence of sophisticated AI, the realization of hyper-agile enterprises becomes increasingly feasible, heralding a future where business units and departments can seamlessly adapt and reconfigure to meet evolving business imperatives.
Tesseract Advisory Services (TAS) was a pioneering consulting firm founded on the principle that a collaborative network of expert consultants would surpass the capabilities of traditional consulting firms. TAS established a federation of specialized groups, fostering lead sharing, project collaboration, and knowledge exchange, all driven by a shared commitment to respecting individual time, delivering excellence, and cost efficiency. As the consulting landscape undergoes profound transformations, embracing innovation becomes imperative for the creation, promotion, and effective management of consulting services.
(Low profile / stealth during momentum gain) A company providing digital product design and management education to clients. Our core philosophy revolves around empowering teams with practical digital product expertise through hands-on workshops, insightful case studies, and cutting-edge educational programs. With a focus on real-world applications and industry best practices, our innovative approach ensures holistic learning experiences for managers, executives, and teams alike.
Mentoring
Helping others grow.
2023: Judge, PBWMT Generative AI Hackathon, Citigroup
The Generative AI Hackathon was the first AI centric hackathon in the Personal Banking and Wealth Management (PBWM) division of Citigroup, offering several routes for 8-10 person teams to build innovative AI-enabled solutions.
2021: Mentor, AI in ESG Investing, CFA Society Poland
The AI IN ESG INVESTING is the first competition of this kind in Europe, consisting in building an ESG index based on financial, non-financial and alternative data, as well as assessing the effectiveness of using ESG criteria in the investment process.
Publications
Internal and external publications.
If Mortgages Go Digital, Are Banks Set to Gain?– A report analysing the revenue generation potential and client base growth dynamics for a digital mortgage proposition in Poland. The report was based on primary research conducted over several months in the summer and fall of 2021. Click here to view this publication.
Can Regulatory Changes Keep up With the Rapid Banking Transformation? – An article presenting key focus areas for banks and regulators in the age of accelerating digital transformation. The report was published in the summer of 2022. Click here to view this publication.
How to Turn the Metaverse Into a Sustainable Reality? – An article exploring the ESG aspects of the metaverse – specifically its environmental cost, social applications, and worker safety considerations for working within or via the metaverse. The report was published in the summer of 2022. Click here to view this publication.
The 6th Banking Technology Forum Congress: New, Better and Less Visible Banking – An article for the BANK magazine, stating the case for an open, innovative and seamlessly integrated banking services. Written in 2021, during the COVID-19 pandemic, the article points away from branch banking towards fully digital and semi-digital banking approaches. Click here to view this publication.
Report: Banking Horizons 2021 | Sustainable Financing – An interview with the BANK magazine, discussing the ESG aspects of cloud services and presenting several use cases for using digital services to reduce the environmental impact of business activities. Written in spring of 2021. Click here to view this publication.
Garbage In, Garbage Out – An analysis of prerequisites to enable insightful data analytics. Specifically, the paper commented on corporate self-awareness, linkages to data strategy, data governance, defining quality and KPIs, and data access requirements. Written in 2016. Not available publicly.
What Is Hyperconvergence? – An overview of integrated, distributed, pooled and converged architectures. The main purpose of the paper was to show the business benefits of each approach. Written in 2016. Not available publicly.
Distributed Systems and Big Data: An Introduction – An overview of big data challenges and solutions which distributed systems offer in that space. Theoretical system construction with focus on reliability, scalability and load balancing. Written in 2015. Not available publicly.
Introduction to High Frequency Trading Systems (HFT) – An adaptation and expansion of MIT’s ‘six rings of trading systems’ model. The paper sought to address HFT system development strategy based on a number of corporate characteristics and on (1) data frequency, (2) trading skillset and experience. Written in 2015. Not available publicly.
Education
A history of continuous upskilling.
Enabling sustainability sensibility in the context of an enterprise and choosing the right sustainability strategy. Building internal ESG momentum and translating sustainability achievements into a value proposition which clients and other stakeholders understand and appreciate. Working with advocacy and activist organisations while respecting local perspectives and regulations on sustainability matters.
Cryptoasset/tokenization based business opportunities to radically improve transaction execution through decentralised and self-governing technologies. Crypto as more efficient and fairer alternatives to identity management, data privacy management, contract definition and sustainability monitoring.
Negotiation strategies, negotiation value levers, managing relationships throughout the negotiation process, improving communication clarity and building mutual commitment.
Business strategies for developing positive social impacts in commercial organisations. Creating and maintaining a cause support cultural dynamic and enriching existing product and services with impact generating methods and techniques. Introducing and managing impact KPIs through evidence-based logical models.
Building digital products at scale – aligning product vision with wider strategy, assembling and managing high-performance product teams, negotiating and evangelizing internally and externally, creating processes and frameworks for repeatable success and scalability.
Crafting winning digital strategies, identifying new growth vectors in existing strategies, and managing organisations through periods of exponential growth and stagnation alike.
President’s List for the highest GPA (4.0 out of 4.0) in the Technology Department.
Professional Certificates
Independently confirmed skills and knowledge.
- Investment Management Certificate (IMC)
- Investment Operations Certificate (IOC)
- Certified Associate in Project Management (CAPM)
- Cisco Certified Network Associate (CCNA)
- MCP (Server Security Architecture)
- AZ-900 Azure Fundamentals
- MB-901 Dynamics 365 Fundamentals
- PL-900 Power Platform Fundamentals
- ISTQB Certified Tester
- ITIL Foundation