• Responsible for building and leading a team of 26 RMs that manage long-term, strategic relationships with US and Canada based Banks, NBFIs, Fintechs, Corporates and MIs, as well as regional coverage of foreign banks. Responsible for portfolio of ~1,500 clients (+ new joiners) representing revenue of $200 Million.• High profile, executive focused on building deep client relationships at a senior level, setting a vision around strategic initiatives, and driving relationship success across the client portfolio.• Deliver financial messaging solutions involving middleware technologies and data integration across Payments, Cash Management, Securities Services, FX and Trade Finance.• Specific focus on value-added services including Transaction Management, Data Analytics and Financial Crime Compliance.• Lead Swift’s US National Member Group comprised of 12 SteerCo and 2 Board members representing the largest US banks. The USNMG guides the direction of Swift within the US and globally in conjunction with the Swift Board.• Act as "Senior Ambassador" within the SWIFT Community and at external industry associations/events (i.e. Sibos, BAFT, AFP). Represent Swift on BAFT Global Payments Industry Council, North America Council and Payments Committee.• Office Manager - Ensure the security, safety, health, wellbeing and overall operational efficiency of the NYC office.

• Senior Sales Leader responsible for the Cash Management and Liquidity Management sales strategy covering Insurance Companies, Asset Managers, and Mortgage Servicers.• Global coverage of US based multinationals as well as regional coverage of European and Asian based NBFIs. • Dedicated to selling Domestic and International Cash Management, Liquidity, and FX services.• Focused on driving new business growth via an advisory led approach to Sales and Relationship Management.• Partnered with Product and Coverage to execute calling plans and develop new solutions based on client need.

• Senior Sales Leader responsible for the Cash Management sales strategy covering Insurance Companies, Asset Managers, and Financial Services companies.• Led a team of 5 sales professionals dedicated to selling Domestic and International Cash Management, Liquidity and FX services. Responsible for portfolio of ~50 clients (+ prospects) representing revenue of $55 Million.• Led the Bank’s efforts to recruit new institutional and client related deposits from various NBFI segments.• Executed strategic plans for each industry segment as well as key clients in conjunction with Relationship Banking, Product Management, Marketing, Service & Implementation, Compliance and Risk Management.• Managed entire sales process from client opportunity planning, proposal preparation/negotiation, and ultimately deal close.• Managed the Cash Management business while also driving opportunities for Trade, Trust, Custody and Securities Lending.

• Senior Sales Leader responsible for the Global Transaction Services - NBFI Sales Strategy covering Insurance Companies, Broker Dealers, Asset Managers, Hedge Funds and Financial Services companies. • Built and led a global team of 29 sales professionals dedicated to selling Domestic and International Cash Management, Liquidity Management and Trade services. Responsible for portfolio of 400 clients representing revenue of $150 Million.• Executed strategic calling plans for each industry segment as well as key clients in conjunction with Relationship Banking, Product Management, Marketing, Service & Implementation, Compliance and Risk Management.• Achievements include consistently meeting or exceeding annual targets for new mandates as well as overall portfolio and pipeline growth. Led the Bank’s efforts to recruit new institutional and client related deposits from various NBFI segments.• Represented Sales at Compliance, Regulatory, and KYC/AML forums with a focus on improving client review process.• Executive member of the GTS Financial Institution and GTS Americas Management Teams, recipient of the GTS Leadership Award, and member of PACE (Program for Accelerated Career Excellence).

• Responsible for the Cash Management sales strategy to Financial Institutions (Banks, Broker Dealers, & Asset Managers/Funds) and Corporates (Media). Managed and grew client portfolios with annual revenue of $30 - $50 Million.• After 4 years as Global Account Manager covering Broker Dealers and Hedge Funds, promoted to Team Leader managing 6 salespeople covering Insurance, Finance and Public Sector clients while continuing to cover own portfolio.• Exceeded mandate and portfolio growth goals every year. Recognized by senior management as top Sales Advisor in North America based on new mandate total and highest performance vs. goal. • Coordinated global coverage of priority relationships for account planning and cross sell purposes.• Coordinated Relationship Banking, Product Management, Implementation Management, Client Service, Credit and Legal across key client relationships.• Played a key role in the development of the GTS FI Sales Strategy and Segmentation project which focused on meeting Global Transaction Services’ and the Bank’s financial targets.

• Responsible for the Global Securities Clearance and Collateral Management sales strategy to Banks, Broker Dealers, and Asset Managers/Funds. Exceeded sales goals including new mandates of over $2 Million each year.• Coordinated Product Management, Operations, Client Service, Credit and Legal across key client relationships.• Responsible for annual sales planning and segmentation process.• Sales team liaison to Marketing Department for coordination of advertising campaigns.• Represented bank at industry functions, conferences, and seminars.

Client Originator (Vice President), Global Institutional Services – Broker Dealer Division• Responsible for the Securities Processing, Cash Management and Loan Product sales strategy to Investment Banks, Broker Dealers, and Hedge Funds.• Coordinated Product Management, Operations, Client Service, Credit and Legal across key client relationships.• Represented bank at industry functions, conferences, and seminars.Senior Client Manager (Assistant Vice President), Global Institutional Services – Broker Dealer Division• Managed over 35 Broker Dealer and Hedge Fund accounts generating $25 Million in annual revenue.• Coordinated the implementation of new cash management and securities processing services, as well as the approval of client specific credit facilities.Sales Support (Assistant Treasurer), Global Institutional Services• Prepared Custody, Securities Lending, and Cash Management proposals for Insurance, Mutual Fund, and Bank prospects.• Coordinated sales plan preparation and revenue tracking for divisional Sales Manager.

Marketing, Sales Support, and Product Development for Insurance Software Provider• Supported regional sales representatives by fielding initial customer calls, prospecting new opportunities, writing proposals, and coordinating system demonstrations and customer group meetings.• Coordinated company attendance at industry trade shows and conferences.• Created advertisements, product brochures, and user guides for marketing campaigns and customer training.