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About the Strategy Group

The Strategy group reports directly to the CEO and functions as an internal consultancy, collaborating with company leadership to solve the industry’s toughest challenges and develop delightful experiences for our millions of customers.

We are a group of creative, curious, and passionate people who are committed to changing banking for good. We have offices at Capital One’s headquarters in McLean, Virginia, just outside of Washington, D.C., as well as in downtown Boston and New York.

Our Leadership Team

Jeff Oberstein

Jeff Oberstein

Senior Vice President | McLean | Princeton, Wharton

Jeff Oberstein is the Senior Vice President of Capital One’s Strategy Group based in New York City. Throughout his career, Jeff has focused on financial services, customer experience, advanced analytics, innovation, strategy and transformation.

Prior to joining Capital One, Jeff began his career as a management consultant at Oliver Wyman and later became a Partner at Bain & Company. Jeff also served in a number of leadership roles in operating companies, including serving as Chief Customer Officer for AIG’s Consumer Insurance businesses and as Chief Operating Officer for Citi’s credit card business.

Jeff received his MBA from the Wharton School at University of Pennsylvania where he was named a Palmer Scholar and received his BA in History and American Studies from Princeton University.

Jeff enjoys travel, urban living and road cycling. He is the father of two children and lives with his wife in Washington, D.C.

Daniele Andreini

Daniele Andreini

Managing Vice President | McLean | Bocconi University, Georgetown University

Daniele Andreini is a Managing Vice President in the Strategy Group based in Capital One's McLean headquarters. He is currently focused on digital marketing for our domestic card business across a range of channels (e.g., search, website, affiliates) that cover end-to-end the customer journey.

Daniele graduated from Bocconi University (Milan, Italy) in 2002 with a BA in Business Administration and a secondary concentration in Corporate Finance. Prior to coming to Capital One, he spent eight years at Bain & Company, both in Milan and Washington, D.C. primarily advising funds in the private equity industry, along with the portfolio companies they own, on due diligence, corporate and business unit growth strategy, customer segmentation, organizational design, cost and operations optimization and post-merger integration.

He earned an MBA from Georgetown University

Daniele lives with his wife and two children in the D.C. area.

Kaitlin Haggerty

Kaitlin Haggerty

Managing Vice President | McLean | Harvard

Kaitlin Haggerty is a Managing Vice President in the Strategy Group and is based in Capital One’s McLean headquarters.

Prior to joining Capital One, Kaitlin served as CEO of Blu Homes, an innovative provider of green, precision-built homes across North America. While at Blu, Kaitlin led teams focused on growing market channels, building out scalable operations, and launching new products. She previously served as Chief Operating Officer and Vice President of Sales.

Earlier in her career, Kaitlin worked in business development at a clean tech start-up targeting Latin American renewable energy markets. She started her career in the Boston office of Bain & Company.

Kaitlin lives with her husband and two children in the DC area.

Aser Rodriguez

Aser Rodriguez

Managing Vice President | McLean | Universidad De Telecomunicaciones De Vigo, Instituto De Empresa, Columbia University

Aser Rodriguez is a Managing Vice President of Capital One’s Strategy Group based in Capital One’s McLean headquarters. Throughout his career, Aser has focused on growth strategy, innovation, product design, international expansion, and client experience at the intersection of technology and financial services.

Aser started his career in the high tech and telecom space in Europe before moving to the US. After graduating from Columbia Business School, he joined McKinsey & Company in New York for 7 years, where he served some of the largest global financial institutions. Prior to joining Capital One, he led TD Ameritrade’s Retail Strategy, Analytics, and Client Experience team for 3 years.

Aser received his MBA from Columbia Business School in the City of New York, received his Master of Operations from Instituto de Empresa in Madrid, and his Engineering Degree from Universidad de Telecomunicaciones in Vigo, Spain. Aser is an avid traveler, passionate photographer, Formula 1 and cars enthusiast, and wine connoisseur. He lives with his wife and three daughters in the D.C. area.

Josh Atwood

Josh Atwood

Vice President | McLean | Wesleyan, Harvard Kennedy School, Wharton School

Josh Atwood is a Vice President in the Strategy Group and is based in Capital One’s McLean headquarters.

Prior to joining Capital One, Josh was an Associate Partner at McKinsey & Company in the Boston office. While at McKinsey, Josh served clients in Financial Services, Technology, and Public and Social Sector institutions in North America, Western Europe, East Asia, and the Middle East on strategy, customer experience, digital transformation and risk management. Josh also worked at Albright Stonebridge Group in DC and the World Economic Forum in Geneva, Switzerland.

Josh holds an M.B.A. from the Wharton School at the University of Pennsylvania, an M.P.A. from Harvard Kennedy School, and a B.A. from Wesleyan University. Josh lives with his wife in Washington DC. In his spare time, Josh enjoys traveling, cooking, squash, and volleyball.

Sumit Darji

Sumit Darji

Vice President | New York | Penn, Wharton

Sumit is a Vice President in the Strategy Group and is based in Capital One’s New York office. Prior to joining Capital One, Ed held a variety of roles at LinkedIn, and worked as a Principal at Bain & Company.

Sumit has a BAS in Systems Engineering from the University of Pennsylvania and an MBA from the Wharton School.

Margot Kabalkin

Margot Kabalkin

Vice President | McLean | Brown, Harvard Business School

Margot Kabalkin is a Vice President in the Strategy Group and is based in Capital One’s McLean headquarters. Prior to joining Capital One, Margot worked at Bain & Company, with a focus on the retail and healthcare sectors. While at Capital One, she helped develop a strategy to grow our upmarket business, evaluated trends in the payments landscape, and guided our media and marketing strategy in an increasingly digital world.

Margot has an MBA from Harvard Business School and a BS from Brown University in Cognitive Neuroscience. She lives in Northern Virginia with her husband. In her spare time, Margot can be found grilling during the summer or exploring new restaurants across the DC/MD/VA area.

Ed Colburn

Ed Colburn

Senior Director | McLean | Princeton, Kellogg School Of Management

Ed is a Senior Director in the Strategy Group and is based in Capital One’s headquarters in McLean. Prior to joining Capital One, Ed held a variety of roles in Strategy and Marketing for 3M Company, and worked as an Engagement Manager at Oliver Wyman. While at Oliver Wyman, he was a member of the Finance & Risk Practice and worked with a number of clients in corporate banking, insurance, and mortgage lending.

Ed has a BSE in Operations Research and Financial Engineering from Princeton University and an MBA from the Kellogg School of Management. In his spare time, Ed enjoys traveling, playing soccer, and being perpetually disappointed by Detroit sports teams.

Meet Some of Our Associates

Louise Eisenach

Louise Eisenach

Senior Manager | McLean | Harvard

Louise is a Senior Manager in the Strategy Group based in the McLean office. Since joining the group in 2016, she has conducted analyses for the company’s Upmarket and Mainstreet credit card businesses, worked on the annual update of Capital One’s Strategic Plan, and helped the Risk and Back Office teams develop a strategy for how to leverage technology to transform the business. Louise rotated with the Capital One Brand Team for 3 months, where she worked with the team to develop a marketing plan for Capital One’s personal financial assistant, Eno. Most recently, she has supported the Digital Marketing Team in developing a strategic understanding of the different marketing channels. Louise is also the school manager for Harvard recruiting.

Louise graduated from Harvard in 2016 with a BA in Chemistry and a Secondary in Economics. While there, she conducted research on large-scale energy storage for renewable energy and held leadership roles in the First-Year Outdoor Program, the women’s club basketball team, and Harvard Radio Broadcasting.

Louise enjoys all things outdoors, exploring new restaurants, and traveling. She lives in DC and is an avid runner.

Michael Qian

Michael Qian

Manager | McLean | Dartmouth

Michael is a Manager in the Strategy Group based in the McLean office. Since joining the group in 2017, he has focused on topics including: enterprise-wide brand strategy, Capital One's Strategic Plan, and the long-term impact of platform businesses on financial services.

Michael graduated from Dartmouth in 2017 with a B.A. in Government and History. While there, he served as managing editor of The Dartmouth, explored the woods of New Hampshire and led a first-year orientation trip.

Outside of the office, Michael enjoys running, online shopping and making coffee. He lives in D.C.

Tanya Shi

Tanya Shi

Manager | McLean | Yale

Tanya is a Manager in the Strategy Group based in the McLean office. Since joining Capital One in 2017, she has worked on analyzing competitor moves in the digital banking landscape, shaping enterprise-wide efforts on diversity and inclusion, and developing strategies to prepare for the future call center workforce.

Tanya graduated from Yale in 2017 with a BA in Environmental Engineering. At Yale, she played flute in the Davenport Pops Orchestra, conducted research on solar water disinfection techniques, and held leadership positions in the Women’s Leadership Initiative, Net Impact, and Global Brigades.

In her free time, Tanya enjoys going to spin class, reading, shopping at Costco, and trying out new recipes in her Instant Pot.

Evan Chase

Evan Chase

Senior Associate | McLean | University Of Maryland

Evan is a Senior Associate in the Strategy Group based in the McLean office. Evan graduated from the University of Maryland in 2017 with a B.S. in Finance.

While at Maryland, he conducted clinical research on pediatric ACL reconstruction, served as VP of his fraternity, worked as a certified personal trainer, and lead innovations in the Finance curriculum as a student consultant. Evan previously worked at an investment management firm and a technology startup accelerator.

Evan currently lives in Arlington, VA and spends his free time outside of work traveling, snowboarding, and playing tennis.

Catherine Lacy

Catherine Lacy

Senior Associate | McLean | Yale

Catherine is a Senior Associate in the Strategy Group based in the McLean office. She graduated from Yale in 2018 with a BA in Economics, focusing on international trade.

While at Yale she served as president of the Yale Concert Band, played flute in orchestras for a number of operas and musicals, and taught local girls how to code.

Outside of work she enjoys traveling, visiting art museums, cooking, and exploring DC, where she now lives.

Leah Daniel

Leah Daniel

Associate | McLean | Harvard

Leah is an Associate in the Strategy group based in the McLean office. Leah graduated from Harvard in 2019 with a BA in Economics. Outside of academics, she focused on educating and mentoring refugee and immigrant English language learning children. She also worked to become self-taught in painting, drawing and makeup artistry.

Leah now lives in McLean, VA In her free time, she spends time cooking, practicing art and watching videos on her most recently discovered obsession.

Maren Wilder

Maren Wilder

Associate | McLean | Vanderbilt

Maren is an Associate in the Strategy Group based in the McLean office. She graduated from Vanderbilt University in 2019 with a Bachelor of Arts in Economics. Maren first joined Strategy in the summer of 2018 as an intern, where her work focused on the future of the Capital One call centers.

While at Vanderbilt, Maren was involved in the International Relations Association and the club sailing team. She is fascinated with urban planning and administration, which she explored with part time jobs at the Nashville Mayor's office and in Vanderbilt's land use planning division. As a result, she loves talking about Nashville with anyone who will listen, but she still regards her home state of Minnesota as the best in the union. In her free time, Maren can be found baking, attending Nationals games, and exploring DC in search of the best local coffee shops.

Max Kauderer

Max Kauderer

Associate | McLean | Haverford

Max is an associate in the Strategy Group based in the McLean office. In 2018, Max joined Capital One as an intern in the Strategy and Analytics group within the Retail Bank.

Max graduated from Haverford College in 2019 with a BA in Economics. He is particularly interested in the intersection of new technologies and Economic Development. Prior to attending Haverford, Max took a gap year during which he taught students math and english while living at a monastery in Nepal. Max currently lives in Washington, D.C. and enjoys scootering and longboarding to new parts of the city, finding interesting restaurants and bars, and traveling.

Richard D. Fairbank

“Our Strategy Group is a relatively small group, but it has a huge impact in the company. They work directly with me, driving the strategy and shaping the future of the company.”

Richard D. Fairbank, Founder, Chairman, Chief Executive Officer