Responsible for portfolio management of $16+ million technology budget & organizational transformation to Agile/Lean budgetingFrequent engagement w/ Steering Committee & Senior Management Team, including President, on critical Program updates Program management & people leader for multiple programs in the portfolio & staff responsible for Strategy & Offer Management, Core Services transformation, Modernized technology platform, Charitable granting automation & efficiency, Charitable contributions & RiskOversaw multiple CEO-level visibility efforts including largest Charitable gift in US history & organizational strategic changes resulting from 2018 Tax Reform billLed program team across operations, digital technology, marketing, analytics & business development for the pilot & launch of Ultra-High Net Worth Dedicated services, products & systems to 80+ firmsLed PMO Center of Excellence for continuous improvement & improved organizational alignment

• Steered organization-wide assessment & change management required due to overhaul of tax code in late 2017 (Schwab Charitable)• Advised on Donor delivery roadmap prioritization & Operations Service Model to plan for 30+% annual growth in charitable contributions (Schwab Charitable)• Backfilled on Salesforce, drove new email & lead campaign delivery efforts (Schwab Charitable)• Led cross-functional team to oversee high-volume charitable giving year-end, including monitoring of service-levels & drive to procure funding for future efforts such as IVR enhancements, chat capabilities & virtual call-queues (Schwab Charitable)• Managed GE Integration Program for integration of GE assets, team members & technologies (Wells Fargo)• Oversight of desktop, network, messaging, voice integration for GE Capital & Equipment Finance LOBs (Wells Fargo)• Executed Online Banking delivery initiatives in the Digital space for mobile & web platforms (Wells Fargo)• Led mobilization of Financial Education tools - www.wellsfargo.com/financial-education/ • Oversight for CISO of SOX, PCI & 3rd party vendor risk assessments & remediation (Belk)• Represented agency & clients on efforts to raise Cybersecurity awareness & promote best practices (Belk)• Led RFP vendor selection of Identity & Access Management tools (Belk)• Managed multi-phase, multi-system delivery of CyberArk & Amazon Cloud products & services (Belk)• Executed delivery of security hardening & network segmentation efforts on ecommerce platform (Belk)

Executive leadership for TIAA CREF’s Online Banking platform Ownership of core banking, web banking, mobile banking, bill pay, remote deposit capture, security & authentication, fraud, customer service & reporting systems Executive relationships with business leaders from Operations, Deposit Products, Marketing & Customer Experience Creation & deployment of a multi-year strategy for the introduction of deposits platformwww.tiaadirect.com -$1 billion+ in Deposit growth <3 monthsReporting to CTO, led program teams, technology vendors, channel strategies, product compliance for the launch & maturation of eCommerce Deposits products & systems

• Managed 45-person IT team to build 500 interfaces & convert 7.5 million+ accounts for Wachovia merger (Wells Fargo)• Directed project of 12 business & IT teams supporting the integration of Annuity Net Platform (Wachovia)• Oversight of marketing team & IT vendors to deliver new Online Banking portal, featuring re-branded www.ally.com , account opening functionality and bleeding-edge security, search & chat capabilities (Ally Bank)• Led CRM team to create comprehensive IS policy, including access & protection standards/guidelines (Bank of America)

• Owned the IFS Cash Program supporting the consolidation of its financial cash management processes & the IFS Customer Service Program supporting the creation of new customer service platforms.• Chosen for experience in leading heavily matriced teams on enterprise-level programs. • Oversight of Six Sigma, offshore Infosys & external vendor teams for reengineering of cash management processes & introduction of new check imaging & IVR solutions• Mentored teams on Lean Six Sigma & CMM methodologies to optimize efficiency & identify KPIs.

Administered $20 million Enterprise Security Program for UBS, the world’s largest wealth management business with over $1.3 trillion in invested assets, including management of 30+ projects focused on strategic risk & improvement of firm’s global information security posture. Despite cost containment environment, progress over two-year period resulted in significant reduction of global risk score from Global Information Security Office. Netted $11 billion in new client assets within six-months for UBS by delivering new ILC, UBS Bank USA, three months ahead of schedule & $2 million under budget. Capitalized on a opportunity to provide new collateralized lending & insured deposit offerings to high net-worth investors.Oversight of first FDIC Safety & Soundness exam for UBS Bank USA, resulting in excellent FFIEC score despite potential control issues due to merger. As the Relationship Manager with FFIEC examiners, established foundation for all future exams within six months of Bank’s introduction. Managed merger integration of UBS & PaineWebber brokerage transaction platforms in 2000, resulting in $27.4 million in savings & 16-month breakeven by consolidating RMA platforms for deposit processing, checking online bill pay, lending & finance products & by obtaining CIO approval for service off-shoring initiative.