Adam Alexander Email & Phone Number

Westlake, Texas, Us

Westlake, Texas, Us

Drove the effective integration of Ameritrade into Charles Schwab as a leader in the Integration Management Office, providing strategy and execution oversight from deal announcement to the realization of a single operating model, achieving our synergy targets within budget. - Led multiple teams supporting core integration priorities including Pre-close planning strategy, Conversion strategy, Event management, Advisor Services and STS Integration, and the wind-down of the legacy Ameritrade firm and infrastructure. - Hired and developed talent to build new transformation capabilities at Schwab; built a team culture that strengthened both the IMO and firm-wide execution.- Established effective relationships across the firm to influence successful integration outcomes without direct control. Build program governance and leverage deep knowledge of Schwab’s value chain in order to ensure work can be achieved efficiently, and scale solutions can be implemented that achieve win-win outcomes for our clients and shareholders.

New York, Ny, Us

Program Manager for the firm's global Product Simplification & Transformation initiative. Drove the execution of a core component of the firm's strategy across 42 countries. Transformed MetLife’s product development process across businesses, support functions, and technology to maximize the value of the firm's product portfolio. - Supported the definition and drove implementation of a new operating model, processes and a global product system aligned with digital strategy and agile delivery principles (Scrum Product Owner -SPOC). - Established a culture of customer-centric insurance product development and portfolio management with enhanced risk engagement aligned to global standards. - Provided effective reporting and presentations to Executive Group members, facilitating appropriate governance and transparency over the program. Managed enterprise-wide communications and training programs to ensure effective adoption of program deliverables and the associated cultural change. - Established measurable success factors and ensured the program achieved multi-million dollar savings by year end 2019.- Analyzed market and competitive intelligence to understand industry direction, innovation and best practices to bring to MetLife.

New York, Ny, Us

Drove strategic change and effective execution of programs across business segments, operations and technology. Provided leadership and oversight for a global project portfolio. o Govern a portfolio of business programs for the COO's function and Commercial/Consumer businesses. Programs include automation and machine-learning initiatives (Pega, Kofax, Blue Prism), outsourcing & spin-off opportunities, HR transformation, regulatory enhancements and cyber-security initiatives. o Drove strategy, project prioritization and deployment of resources across divisions. Ensured investments deliver expected value and outcomes (Return On Investment) within approved budget through effective planning, execution, governance and reporting processes. Facilitated Program Governance Boards/Investment Committees to establish effective decision making and management oversight of strategic programs.o Provided effective communication to Governance Boards, Executive Leadership Team, Board of Directors and Regulators on progress and key issues affecting the firm’s large strategic programs. Assessed projects and developed recommendations to address lack of strategic alignment, key issues and decision points. o Led and collaborated with cross-divisional management teams on project planning and execution to deliver on strategy across business segments, operations and technology. Delivered effective messaging to project stakeholder groups on strategy, investment decisions and project processes. Drove excellence in project seed proposals, feasibility studies, business cases, performance indicators and execution/risk reporting.o Developed standard (“One AIG”) project management methodologies, tools and career paths, partnering with the global project community to identify best practices. Provided training sessions for impacted stakeholders.

New York, Ny, Us

Program director of >$1bn finance division systems and process renovation. Provided governance and oversight over delivery execution for Controllers, Treasury and Tax change portfolio. Responsible for prioritization and financial management, budget and cost allocation (activity based costing) of change program of 60+ projects. Scope of program includes core trade booking system renovation (sub ledger renovation), global regulatory reporting and GL transformation, implementation of new regulatory requirements (Basel 2/2.5/3), treasury liquidity risk and capital markets infrastructure enhancement and recovery and resolution planning. Facilitated Managing Directors Finance Change Committee (bi-monthly), Finance Investment Committee (quarterly) and Program Managers cross-program Finance Working Group. Established and oversees delivery and reporting standards for front to back program through full project life cycle. Created change agenda updates for regulators, company board and other senior stakeholder groups.Managed Project Manager and Business Analyst maturity development program, incorporating PMP and CBAP training and certification for core project community.

Dublin 2, Ie

As part of the Financial Services Management Consulting practice, I specialized in business transformation at large financial institutions, principally related to merger planning and integration execution. I was also part of the Finance and Performance Management group - gaining expertise in Finance, Treasury and Operations design and transformation. I was the account lead at a top 10 investment bank, accountable for P&L, staffing and day to day client relations reporting to the client account executive. Example client engagements:Top 10 investment bank - global lead consultant working with front office to coordinate front to back planning and target operating model implementation (post merger integration) for an acquisition of an Exchange Traded (listed) Derivatives business. Managed global PMO (APAC, EMEA, Americas) to provide oversight and governance of 200+ FTE team, implementing a new target operating model and migration on to a single booking system (GMI). Top 10 investment bank - Facilitated Treasury & Finance Target Operating Model and process redesign, location strategy and systems consolidation (post merger integration). Top 5 investment Bank designed and implemented governance and KPI tracking for trade processing system support (outsourced).Top 5 Financial Holding Company - oversaw core components of business architecture for implementation of new commercial e-portal.Top 3 prescription benefits provider - managed pre merger and Day 1 planning workstreams for Finance, Accounting & Treasury workstreams. Top 5 oil services company - managed pre merger planning workstreams for Finance, Accounting & Treasury workstreams.

New York, Ny, Us

- JPMC/BankOne Corporate Merger Office, AssociateProject management associate providing analytical support and program governance as part of the corporate-wide merger integration office.o Coordinated cross-business integration efforts in support of CIO/CEO to achieve $3bn in saveso Developed/implemented merger methodology – processes, templates, reporting tools, decision criteria.o Performed analysis to identify risk, provide executive updates and support corporate priorities- Chase Leadership Development Program, Analyst A one year program developing knowledge of JPMorganChase businesses with structured training in financial analysis. o Chase Banking/Private Client Services: Designed new Teller to Platform referral process: 250% referral increase o Workplace Financial Services: Productivity/Quality Team - Utilized Six-Sigma to improve processeso Credit Card Services: Utilized marketing knowledge and modeled value propositions across demographic groups

Andover, Hampshire, Gb

Graduated from Sandhurst Military Academy with Officer's Commission (SSLC). Joined The Regiment of The Royal Gurhka Rifles as a Platoon Commander. Deployed in the UK, Africa and Brunei.

3 Majors: Management, International Business, Marketing. Minor: Psychology

A-Levels In Economics, Mathmatics, Geography

Short Service Limited Commission (Sslc), Military And Strategic Leadership