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MBA from FMS Delhi University with over 20 years of experience specializing in Product and Financial Control. Skilled in reporting tools including Tableau, Congo, Micro Strategy, JIRA, Confluence, and Alteryx. Proficient in Finance ERPs such as Oracle, PeopleSoft, and SAP.

Investment Banking Operations Leader with 19 years of experience driving KYC, AML, Compliance, Client Onboarding, and Global Markets operations across APAC, EMEA, and the US. Dynamic leader with a proven track record at Credit Suisse, excelling in KYC operations and governance. Expert in process re-engineering, achieving a 30% improvement in turnaround time. Skilled in team leadership and stakeholder management, fostering a culture of continuous improvement and operational excellence.

Strategic and innovative leader with over 18 years of experience directing operations, administrative systems, budgeting, policy development, staff leadership, cross-sector collaboration, and stakeholder initiatives. Proven ability to modernize internal processes, guide strategic planning, oversee organizational performance, and represent departments before elected bodies, public agencies, and community stakeholders. Deep working knowledge of Milwaukee’s governmental systems, fiscal structures, and administrative procedures has been developed through leadership roles in the City of Milwaukee, quasi-governmental business improvement district, and private sector economic development organizations.

Dependable Vice President with a high value of strategic planning, budget management, and performance enhancement. Proven track record in driving community engagement initiatives and optimizing operational efficiency. Take pride in a job well done while trying to be a great asset to my employer. Willing to wear many hats on and as needed bases

Dynamic leader with a proven track record at Michigan Securities and Global Markets, co-founding a club that enhanced analytical rigor in multi-asset research. Skilled in decision-making and relationship building, I excel in public speaking and sales leadership, driving impactful outreach initiatives and fostering collaboration to achieve strategic goals.

Braden Heitz

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