Program and Project Manager. Leader for quality, productivity, strategic planning and implementation, efficiency, and innovation. Responsible for consistent execution and on-going improvement of sales efforts, operational process, and fulfillment. • Conceived, designed and implemented cash management self-services for UHNW Family Office clients. Automation closed product gap, retained “At-Risk” relationships, improved market share, and increased revenue by USD $3.7 Million.• Implemented Domestic Repetitive Wire Transfer service for UHNW clients. Solution reduced operational risk, increased client service capacity, and reduced domestic money movement processing time by 75%. • Authored capacity analysis and modeled client segmentation, enabling Sales Executive to increase capacity and scalability with sales advisors and client service associates.• Hired and managed external consulting firm and software vendor to successfully enable 360 Degree Advice through an Integrated Workstation Platform for newly created UHNW business line. Platform increased revenue by USD $3 Million.• Developed and executed strategies to automate and upgrade operational capabilities (e.g. Trade Processing, Client MIS, CRM, Sales Client Management Process, Compensation, Client Contact, Banking, Brokerage/Trust account opening, and Credit fulfillment). • Managed program and project goals across: process, information technology, organization enablement, and knowledge. Used industry-leading practices, such as Python, R, Statistical analysis, SCRUM, Lean, and DMAIC.

Delivered multiple company-changing impactful programs, process excellence, and business transformation.● Program Manager. Global Markets Operations ● Process Excellence. Trade Processing internal Benchmark ● Automation. Credit Fulfillment for UHNW clients● Regulatory and compliance projects● New product design/implementation● Sales Tools and Reporting

General management consulting services in Latin America, with an emphasis on business strategy, process re-engineering, customer relationship management, organization and change management.● Retained by the COO of a leading global financial services firm to assess the degree of business and information technology strategy alignment, identify organization enablers and barriers, and assess current performance vs. world class organizations. Responsible for leading the IT assessment in Latin America

Led transnational team of IT and Middle and Back-office Operations professionals to support the Emerging Markets business globally.● Standardize/Deployed global architecture for all Emerging Markets. Solution provided single trade-capture for Equities, Fixed income, Derivatives, F/X, Money Market, and Structure Products. Deployed in Russia, Turkey, England, US, Brazil, Mexico, and Chile. ● Extended existing e-Commerce system and implemented operational process for pricing, trading and settling Emerging Markets currencies in the FXall e-marketplace. ● Designed and implemented processes to migrate the IT and OPS organization from a regional, fragmented orientation to that of a global provider of back-office operations and technology embracing a “one firm” concept.

Managed NY and local Infrastructure and Development teams to provide cross-business support in Latin America.Successfully supported the startup of local Investment and Commercial Banking operations. Built IT environment from the ground up. Worked with local Regulators to ensure IT compliance, hired and organized local IT staff, implemented Business Continuity Planning, and aligned local IT strategy with Bankers Trust.

Conceived, designed, and developed three generations of generic software tools used in the implementation of Trade Services, Corresponding Banking, and Cash Management applications.Systems were licensed to banks in United States, Ireland, Switzerland, England and France.