Susan CFA

Boston, Massachusetts, US

Principal of Scotch Pine Capital, a Management Consulting firm for Financial Institutions
Susan's Skills
Business Development
Sales
Growth
Marketing
Open to networking with people holding these skills
Design
Background

About Susan

Senior business executive with extensive financial services expertise. Adept at developing risk and liquidity management framework, board level risk appetite reporting, stress testing scenario design and regulatory remediation program management. Proven track record of building and managing a data and analytics business, driving rapid revenue growth and new product launches. Persuasive, entrepreneurial, results focused. Skilled negotiator with an emphasis on cultivating relationship and building consensus among diverse individuals.

Core Competencies / Consulting Capabilities:
• New product launch and commercialization
• Customer acquisition and retention
• Market opportunity assessment
• JV and strategic partnership

• Risk appetite statement, limits and reporting
• CCAR scenario design and stress testing
• Recovery and resolution plan
• Asset manager liquidity management framework

Work Experience

Principal Consultant and Owner

Scotch Pine Capital

April 2016 - December 2016