Experienced strategy consultant & investment specialist with a demonstrated track record in strategy execution, policy formulation & transaction advisory in corporate banking, development finance & international financial services solutions. Proficient in managing multi-asset & multi–strategy portfolios with extensive understanding of capital markets, PE, VC, startup funding, structured finance, wealth management & deal advisory.

QUALIFICATIONS

• Chartered Management Accountant (ACMA) – Sri Lanka Prize Winner (Management Case Study)
• Chartered Global Management Accountant (CGMA)
• MBA in Finance – University of Southern Queensland, Australia
• MSc in Strategic Management – National University of Ireland
• BSc (Hons) in Business Management – University College Dublin
• Associate of the Institute of Bankers (AIB)
• Registered Investment Advisor (RIA)
• Licenced Treasury Dealer

WORK EXPERIENCE

• Strategy Consultant at Stax – US based Private Equity Global Consulting Firm
• Senior Advisor – Sri Lanka@100 only Mid Market Accelerator Platform in Sri Lanka funded by USAID
• Fund Manager – Headed Payments at Cash Management at Sampath Bank
• Instrumental in setting up and heading the Wealth Management Department at Sampath Bank
• Manager – Investment Advisory at the NDB Investment Banking Cluster
• Strategic Business Analyst – MAS Holdings
• Columnist – LMD Business Magazine
• Lecturer – MSc in Accounting and Finance, University of Gloucestersh

LIST OF TOPICS

• Investment Advisory & Wealth Management
• Personal Finance and Tax
• Business Succession Planning
• Strategic Management
• Data Analytics⁠
• Data-Driven Decision Making

Target Audience

• Executive level and upwards