Perplexity AI Business Fellow
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Summary
Selected for a highly competitive fellowship focused on applying AI to real-world business challenges.
Keith Di Fiore
Strategic Growth Executive | AI-Driven Business Innovator | Transformation & Operations Leader
San Diego, US.About
Highly accomplished Strategic Growth Executive and AI-driven Business Innovator with over 15 years of experience leading enterprise growth, M&A, and operational transformation across global financial, consulting, and tech firms. Leverages deep expertise in cross-functional leadership and AI-powered strategies to unlock significant enterprise value, accelerate innovation, and deliver measurable, high-impact business outcomes.
Work
INTUIT
|Senior Strategy & Operations Leader (Contract)
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Summary
Led strategic programs to enhance partner ecosystems, scale service delivery, and build sustainable talent pipelines, supporting Intuit's growth, innovation, and customer experience goals.
Highlights
Developed an AI-powered Market Intelligence Hub, driving data-informed partner sourcing and trend forecasting to strategically expand Intuit's expert network.
Led TurboTax Live partner selection from evaluation to final recommendation, strengthening expert network resilience, scalability, and customer experience for FY25.
Directed onboarding strategy and execution for Intuit's first nearshore DIWM pilot in Mexico City, achieving production readiness for 30+ experts and establishing a scalable delivery model.
Scaled Intuit's multi-channel talent strategy through EDU Pathways, fostering partner collaboration and student onboarding to strengthen early talent pipelines.
CALIFORNIA CREDIT UNION
|Data Governance Consultant (Contract)
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Summary
Launched and led the enterprise data governance program, advising BI&A leadership and cross-functional stakeholders on data quality, metadata strategy, and enablement best practices.
Highlights
Designed and operationalized the enterprise data governance framework, deploying OvalEdge across 6+ departments and leading ongoing program management.
Advised Business Insights & Analytics on metadata standards and onboarding strategy, authoring executive dashboards and strategic recommendations.
Analyzed Kore.ai CSAT data to uncover customer friction points, influencing AI enhancements and service delivery strategies.
EVEREST STRATEGIC PARTNERS LLC
|Chief Strategy Officer
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Summary
Led a strategic advisory firm, providing consulting services to accelerate business growth, innovation, and digital transformation for diverse organizations.
Highlights
Guided Aequor Inc. through startup-to-scale transformation, developing GTM strategy, financial models, and investor materials.
Partnered with Realtor.com leadership to develop Objectives & Key Results (OKRs), improving strategic decision-making by over 50%.
Championed Salesforce enhancements at Korn Ferry, achieving 90% time savings and 30% productivity gains while driving growth.
OAKTREE CAPITAL MANAGEMENT
|Vice President, Program Management Office (PMO), Finance Operations
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Summary
Defined and implemented enterprise-wide strategy to optimize financial systems and data governance, leading cross-functional teams to bolster security, integrity, and analytics.
Highlights
Rolled out Workday platform enterprise-wide, significantly improving efficiency in expense processing and reporting.
Redefined enterprise data governance, reducing low-value tasks by 75% while strengthening security and analytics.
BRIDGEWATER ASSOCIATES
|Senior Program Manager, Real Estate & Facilities
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Summary
Led strategic planning and execution of department-wide operational optimization initiatives, managing a lean PMO team to deliver impactful outcomes for Real Estate & Facilities.
Highlights
Led strategic planning and operational optimization initiatives, managing a lean PMO team to deliver impactful outcomes.
Increased on-time project delivery by 15% and reduced costs by 10% through new frameworks and Daptiv PPM system implementation.
Enhanced decision-making efficiency by 20% through data-driven project prioritization processes.
Designed and deployed KPI dashboards, enabling leadership to track trends and optimize performance across strategic initiatives.
UNITED BANK OF SWITZERLAND (UBS)
|Change Executive, Americas Compliance & Operational Risk Control
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Summary
Maintained a regional change management framework aligned to global standards, overseeing compliance, process excellence, and risk remediation initiatives with a team of 6 analysts.
Highlights
Led strategic compliance initiatives, aligning regulatory change management with Dodd-Frank requirements to enhance safety and reduce systemic risks.
Reviewed 400+ SR Letters from the Federal Reserve Board, leading cross-functional efforts to develop and implement remediation plans addressing deficiencies and ensuring adherence to supervisory expectations.
Achieved 30% reduction in operating expenses by transitioning operations to lower-cost centers.
NEW YORK STOCK EXCHANGE (NYSE)
|Managing Director, Corporate Development and Strategy
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Summary
Defined and executed corporate development strategy, leading due diligence and post-merger integration for acquisitions and joint ventures while managing cross-functional teams.
Highlights
Established an integration center of excellence, standardizing due diligence methodologies to streamline evaluations and optimize integration processes for $1B+ acquisitions.
Led a SWAT team to develop trade surveillance systems, identifying algorithmic trading patterns that violated NYSE and SEC regulations and triggering alerts for investigation.
Evaluated and optimized Governance Services, acquiring True Office and achieving $8M in cost efficiencies while driving innovation in compliance tools.
Developed data-driven tools for market analysis and competitive benchmarking, supporting decision-making in branding, pricing, and resource allocation.
Education
University of Delaware
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Bachelor of Science in Business Administration, Cum Laude
Finance and Marketing, Management Information Systems (MIS)
Grade: Cum Laude
Certificates
Project Management Professional (PMP)
Issued By
Project Management Institute (PMI)
PRINCE2 Certified Practitioner
Issued By
AXELOS
Skills
AI Strategy & Applications
AI adoption frameworks, large language models (LLMs), applied use case design.
AI & Data Analytics
Data Visualization, Business Intelligence, Trade Surveillance.
Corporate Strategy & Leadership
Mergers & Acquisitions (M&A), Strategic Planning, Market Expansion, Stakeholder Engagement.
Project & Change Management
Agile Methodologies, Jira, MS Project, Asana.
Enterprise Systems & Software
Salesforce, Workday, SAP, OvalEdge, Daptiv.
Compliance & Risk Management
Regulatory Frameworks, Risk Mitigation, Integration Planning.