Strategic Product Leadership at Scale
Leading $5B+ M&A integrations and $500M+ portfolio management at global scale - from Bureau van Dijk acquisition strategy to enterprise risk product roadmaps serving banks, insurers, and asset managers worldwide.
Case Study: Bureau van Dijk Integration
Context: Moody's $3B acquisition of Bureau van Dijk - owners of Orbis, one of the world's largest private company databases (220M+ entities from 170+ sources).
Business Strategy Lead / Product SME
My Impact
- — Led integration workstreams for Moody's largest acquisition, integrating 220M+ entity database into analytics ecosystem
- — Rationalized product portfolio across 50+ overlapping capabilities between Moody's Analytics and BvD
- — Designed post-acquisition pricing optimization strategy for asset with ~50% EBITDA margins
- — Identified cross-sell opportunities across credit, compliance, tax, and KYC workflows
- — Conducted gap analysis across 170+ data sources enabling strategic product decisions
What Orbis Represents
- — 220M+ company records globally
- — 170+ data sources aggregated and standardized
- — Use cases: AML/KYC, credit analysis, tax risk, supply chain due diligence
- — ~50% EBITDA margins, 9-10% growth rate
Case Study: ESG & Climate Risk Stack Integration
Context: Led product integration across three strategic acquisitions totaling $2B+ that built Moody's integrated ESG–climate–catastrophe risk capability, combining ESG ratings, physical climate analytics, and probabilistic catastrophe modeling into unified workflows for credit analysis, portfolio analytics, and insurance pricing.
ESG, Climate & AI Product Lead
Drove 85% YoY product adoption growth while orchestrating integration of Vigeo Eiris, Four Twenty Seven, and RMS into Moody's ESG & Climate Risk hub.
Vigeo Eiris
What it delivered: ESG research, ratings and opinions provider assessing how companies and organizations manage environmental, social and governance issues.
Four Twenty Seven
What it delivered: Physical climate-risk data and analytics, scoring exposure of issuers, assets and portfolios to hazards such as heat stress, water stress, floods, hurricanes/typhoons, and sea-level rise.
RMS - Risk Management Solutions ($2.0B)
What it delivered: Catastrophe-risk modeling and analytics providing probabilistic models for natural and man-made catastrophes across 120+ countries.
How They Fit Together
Vigeo Eiris brought issuer-level ESG ratings; Four Twenty Seven added asset- and portfolio-level physical climate-risk analytics; RMS contributed detailed probabilistic catastrophe models and insurance-grade loss modeling. Collectively these underpinned Moody's ESG & Climate Risk hub where ESG scores, physical-risk metrics and catastrophe models flow into credit analysis, portfolio analytics, insurance pricing, and capital/risk management workflows.
My Impact
- — Led product integration across three acquisitions totaling $2B+, building unified ESG-climate-catastrophe risk stack
- — Drove 85% YoY product adoption growth through integrated ESG & Climate Risk hub
- — Established product workflows combining transition risk (ESG), physical risk (427), and catastrophe risk (RMS) into unified analytics
- — Served as Generative AI board representative, positioning climate risk capabilities for AI-enhanced analytics
- — Integrated data feeds into Moody's Ratings and Analytics platforms serving global credit, investment, and insurance markets
Additional M&A Work
RiskFirst
Led complete M&A oversight for Moody's acquisition of RiskFirst, a buy-side asset-owner risk analytics FinTech built around the PFaroe platform for DB pensions and institutional portfolios. Moody's entry point into pension and asset-owner risk analytics on the buy side.
My Impact
- — Led complete M&A oversight for Moody's entry into buy-side asset-owner risk analytics
- — Integrated RiskFirst into Moody's Analytics; rebranded PFaroe as flagship buy-side ALM solution
- — Extended platform with Moody's credit, scenario, and climate-risk content for asset-owner analytics
- — Platform won "Buy-Side ALM Product of the Year" at Risk Markets Technology Awards under Moody's brand
- — Maintained relationships with consultants, asset managers and OCIOs (NEPC, PNC, Lockton, AllianzGI) supporting DB ALM across their client books
Regulatory Data Corp (RDC)
Led product strategy integration for Moody's acquisition of RDC, a compliance and KYC solutions provider.
My Impact
- — Defined post-acquisition product positioning within Moody's compliance solutions portfolio
- — Conducted competitive gap analysis across compliance and KYC product capabilities
- — Developed pricing strategies aligning RDC offerings with broader portfolio
Acquire Media
Supported acquisition integration as product SME for market analysis capabilities provider.
My Impact
- — Conducted market analysis and product capability assessments
- — Contributed to pricing optimization initiatives
- — Integrated offerings into Moody's data and analytics ecosystem
Portfolio Management
Assistant Director – Products and Applications, Enterprise Risk Solutions (ERS)
Moody's Analytics | $500M+ revenue portfolio serving banks, insurers, and asset managers globally
Impact & Achievements
- — Owned product strategy and roadmap for $500M+ portfolio spanning credit risk, liquidity risk, CCR, regulatory capital, and compliance solutions
- — Translated evolving Basel, IFRS 9, CECL, and Solvency II regulatory requirements into prioritized product capabilities and business cases
- — Led end-to-end product lifecycle from market opportunity identification through delivery and adoption across global banking and insurance markets
- — Served on central product strategy committee, influencing portfolio-wide roadmap governance across Moody's Analytics' risk, finance, and compliance suites
- — Applied agile methodologies to guide development teams through sprint planning, backlog refinement, and release management
- — Collaborated cross-functionally with engineering, quantitative research, sales, and client services to define API specifications, data models, and user workflows