Andy Marks Email & Phone Number

Atlanta, Ga, Us

Milwaukee, Wisconsin, Us

Senior leader partnering in the successful management and delivery of complex, multi-product programs and projects for key clients across Large Bank, Community Bank, Fintech & Treasury/ACH client segments. Select responsibilities include:• Provide leadership, vision, strategic planning and support of tactical execution & multi-product implementation plans. • Define program governance outlining roles/responsibilities, decision rights, and clearly defined escalation paths to support successful delivery and management or program issues and risks. • Oversee and manage key programs across multiple business areas, project tracks/teams & third-party entities and vendors. • Provide a holistic view of the overall program and its respective status to the organization and all stakeholders including transparency and alignment on key issues, risks and expected outcomes.Select program / project accomplishments include leading:• Client bank merger/acquisition programs including: a $10B, 42 location acquisition for a TX based bank; a $2.3B, 7 location acquisition for a CA based bank and a $1.1B, 14 location acquisition or a MO based bank.• Multiple fintech client programs to integrate Fiserv products & services with key fintech industry startup companies including a financial literacy wellness company and a company serving unbanked/underbanked customers in the U.S market. • Program to integrate a leading crypto currency solution provider with Fiserv’s core and retail online banking platforms enabling a key U.S. banking client to offer bitcoin access to their customers. • Multiple community bank multi product program implementations including Core banking, Commercial internet banking, Retail internet Banking, BillPay, & other product implementations and teams. • Multiple client project implementations of Fiserv’s PEP+ ACH product solution for select U.S. banking clients.

Atlanta, Georgia, Us

Partnered with business lines to lead and manage key initiatives, programs and projects. Member of the Technology Senior Management Committee. Manage mergers and acquisitions, and lead programs to acquire and integrate acquisition targets into business lines and operating models. Select Accomplishments Include:• Led digital effort to acquire and integrate a robo-advisor / digital investment advice business and automated wealth management platform (Jemstep). Continued managing and advising post integration efforts around partner and platform enhancements and key client implementations. • Key member of program office for the 3 Year Strategic Plan and Execution Program. Delivered portfolio, program and project management support of the project portfolio and growth initiatives.• Led key acquisition and integration efforts including: transition of a state 529 college savings plan with $7B in AUM and 400K accounts; purchase of 75 ETF funds with 38B AUM and 30 employees; purchase of 11 commodity ETF funds with $8B in AUM and 60 employees; purchase of an Asia Pacific Real Estate investment company with $5.4 billion in AUM and 65 employees across 3 different countries; purchase of funds business with $119 B in AUM and 100 employees. • Led program to divest Private Wealth Business (Atlantic Trust) including $20B in AUM and 235 employees to a leading Canadian financial institution. • Implemented a single global Customer Relationship Management software tool (Salesforce CRM) across different business lines and geographies. • Implemented a new global fixed income platform / software (Alladin by BlackRock) across investment teams. • Delivered Marketing and Product Management program in support the overall strategic plan. • Managed a strategic Superior Client Engagement (SCE) Program to enhance firm wide client servicing and engagement capabilities.

Atlanta, Georgia, Us

Partnered with business lines and leaders across the company to lead impactful programs and projects serving as a member of the technology Senior Management Committee. Managed merger and acquisition teams to acquire and integrate acquisition targets into business lines and operating models. Select accomplishments and responsibilities include:• Define program governance outlining roles/responsibilities, decision rights, and clearly defined escalation paths to support successful delivery and management or program issues and risks. • Led key acquisition, integration & divestiture efforts including: transition of a state 529 college savings plan with $7B in AUM and 400K accounts; purchase of 75 ETF funds with 38B AUM and 30 employees; purchase of 11 commodity ETF funds with $8B in AUM and 60 employees; purchase of an Asia Pacific Real Estate investment company with $5.4 billion in AUM and 65 employees across 3 different countries; purchase of funds business with $119 B in AUM and 100 employees. • Key member of program office for the 3 Year Strategic Plan and Execution Program. Delivered portfolio, program and project management support of the project portfolio and growth initiatives.• Led digital effort to acquire and integrate a robo-advisor / digital investment advice business and automated wealth management platform. Continued managing and advising post integration efforts around partner and platform enhancements and key client implementations. • Global system implementations including: a new global fixed income system and platform (Aladin by BlackRock) across investment teams and a new global Customer Relationship Management tool (Salesforce CRM) across the different business lines and geographies.

Toronto, On, Ca

Led and managed client engagements for top Financial Services clients throughout the United States. Focus allocated to project and program management, merger and acquisition integration, process improvement, risk management and revenue enhancement. Direct supervisor and performance manager for career development of 2 consultants and 2-3 interns, including goal setting, performance reviews and evaluations, resource allocation, project assignment, coaching and mentoring. Served as practice leader for on-campus recruiting and campus internship programs.• Provided merger integration and project management delivery to a top 10 U.S. bank in completing 2 major acquisitions including a $34B asset, 760 branch, 700 ATM, 10,000 employee transaction and a $53B asset, 680 branch, 1,200 ATM, 12,000 employee transaction. Assisted lines of business in the design, plan and execution of merger and integration activities including: current business line assessments, development of target operating models, gap analyses, software and system selections, high level integration plans and conversion support. • Directed process improvement and project management services to a top 10 U.S. bank by working with the Credit, Lending and Loan Operations departments to improve the efficiency of the commercial lending process. Contributed project governance, analysis of current operating environment, design of a target state operating model, completion of a gap analysis and business case to support implementation, completion of a peer benchmarking survey, and general project management support for meeting facilitation, status reporting, issue tracking and risk mitigation.

Worked with major financial institutions, card processors, venture capital firms and technology companies throughout the United States, Latin America and Europe in a wide range of Financial Services and electronic payments industry engagements. Efforts concentrated to industry research, strategic planning, business analysis, mergers and acquisitions.Select Accomplishments Include:• Developed a market assessment and functional cost study of a merchant acquiring credit card program for an $8 billion U.S financial institution. This included data gathering, financial analysis and modeling, merchant portfolio and profitability analysis, identification of cost inefficiencies, peer benchmarking, profit and loss estimates and future performance scenarios.• Completed a peer analysis of a large international financial institution to classify areas for strategy review. Evaluated financial profitability, market performance, deposit market share and management effectiveness.• Conducted research, analysis and peer benchmarking for an Internet banking study.

Gb

Provided Enterprise Resource Planning (ERP) software, system and technology consulting to mid-sized companies and nonprofits. Areas of focus included: Software Development Lifecycle (SDLC) analysis, planning, design, configuration, build, test, execution and implementation.