About Kate
Strategic product and research expert with 10+ years’ experience across digital banking, fintech, and startups. I’ve scaled small businesses, led cross-functional teams in top-tier banks, and driven growth through data-led product innovation and customer journey design. Whether you need insight-driven strategy, hands-on product ownership, or sharp market research, I bring clarity, momentum, and execution. Let’s build something exceptional.
English
Native or bilingual
Italian
Conversational
Can work on-site
Lucca (up to 50km), Rome (up to 50km), Milan (up to 50km)
Experience
- Becoming ItalianFounderJanuary 2024 - Today (2 years and 5 months)Lucca, LU, ItalyFounded a boutique agency supporting Australians navigating Italian citizenship and visa acquisition.
- Built a digital-first service model and automated intake process, minimising manual administration tasks.
- Developed go-to-market strategy - delivered 20+ clients (average spend $5.5k per head) in first 3 months.
- Networked to achieve national exposure in the Australian Financial Review (https://www.afr.com/wealth/personal-finance/so-you-want-to-retire-to-tuscany-20241128-p5ku92).
- AustralianSuperStrategy ManagerBANKING AND INSURANCEJanuary 2023 - January 2024 (1 year)Melbourne VIC, AustraliaLed enterprise-level strategic initiatives for Australia’s largest pension fund ($300B+ AUM).
- Defined long-term growth priorities, contributing to a 5-year corporate plan adopted at board level.
- Led strategic analysis on top international pension and investment funds, delivering recommendations now in implementation - including local investment teams and investor relations support.
- Authored and presented in-depth analysis of Australia’s superannuation industry to the CEO and board.
- Philotimo GlobalPerformance Partner (SME Consulting)CONSULTING AND AUDITSApril 2021 - January 2023 (1 year and 9 months)Melbourne, AustraliaProvided strategy and growth consulting to SMEs and startups across fintech, education, and retail.
- Managed 12+ engagements with SME clients concurrently from scoping to execution.
- 100% of clients experienced YoY revenue growth (average 26%).
- Designed operating models that improved client profit margins across the board.
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Education
- MBAMelbourne Business School2017
- Master of MarketingMelbourne Business School2022