• Provide leadership and vision for operational processes and automated financial data delivery solutions. Includes standing-up two new strategic operational groups and developing them into mature, long-standing entities.• Support business-led strategic change with disciplined project management skills - scoping, planning, stakeholder communication, risk mitigation, regulatory requirements, budget management and impact assessment.• Implemented a portfolio of 17 strategic transformation initiatives that spanned solutions such as internet listening technology, automated surveillance and monitoring tools, and financial data pipe lines all delivered within 1 year. Internally evaluated as one of top run major transformation PMOs with key best practices adopted as standard to subsequent programs.• Scope and evaluate new complex rating and research data requirements. Lead processes to define data standardization requirements including accounting adjustments for complex financial datasets. • Manage global teams of financial data analysts, vendors and business partners to engineer continual process improvements and consistently deliver at 100% of measured data timeliness and quality targets.• Manage executive communication and stakeholder engagement; engage comfortably with top executives.

• Designed and built financial data operations group to support ratings and research process (GASB, FASB and IFRS accounting). • Hired and trained strategic vendor partners and internal teams to perform data production and implement continuous improvement cycles to meet efficiency and quality goals.• Planned design of automated tools such as capacity measurement models, external client data collection surveys, document repositories, and report builders.

• Served in a Chief of Staff type role to MD of Data Operations planning strategic goals required to build a Data Governance structure.

Senior Consultant promoted to Manager (E&Y was purchased by Cap Gemini during my tenure)• Led major initiatives for key financial services players including several premier investment banks.• Sold $7 million in incremental consulting services as part of the account team for a major financial services institution.• Served on talent recruiting team focused on Columbia School of Business. Project Work includes:• Wealth Management Broker Workstation Build: Led consulting team at a full-service financial institution to define and prioritize global business requirements. Planned and facilitated 15 client workshops to define requirements including CRM, real-time data, news, product inventory, etc. • Corporate Action and Event Processing Implementation: Led a team deployed to work with a global Trust & Custody division to develop workflows, perform gap analysis, and to evaluate external package and internal technology solutions to reduce risk and improve corporate action processing capabilities.• Operations Transition to 24/7 Client Data Availability: Private Client Services Group of a global investment bank was building their first 24 x 7 client web portal. Managed the delivery of an in-depth analysis of global data quality and operational capabilities to plan transformation from monthly statement process cycles to 24/7 client account information availability.• Web Portal Build: Managed requirements definition for a web portal build for a bank to provide on-line loan application capabilities. Developed end-product business and technical specifications. Managed staffing, client stakeholders, project budgeting and billing.• Management Scorecard Development: Developed global service level agreements between Operations and Sales and associated management scorecard.

• Negotiated data pricing contracts, performed new product / service launches, and managed accounts at 27 law firms in NYC.• Exceeded sales goals for 6 consecutive quarters.

• Managed a team of IT and network specialists to develop technology / connectivity solutions for clients using MS Trust & Custody, Corresponding & Clearing, and MSAM services.• Graduated 9-month intensive internal training program in data networks and programming.