• Oversaw the monthly processing of approximately $350 billion dollars of funds movements and security trade settlements represented by over 120K transactions• Led a team of 1,000 associates in 14 global locations with an annual operating budget of $75MM. • Delivered $38MM in expense reductions over a 5 year period• Defined, implemented and executed on a low cost location strategy resulting in the migration of 200 positions and savings of approx. $5MM annually• Panel member for strategic forums with DTCC and Securities Transfer Association addressing industry opportunities and issues.Led strategic planning and tactical execution teams on major initiatives that include:o System Consolidations-conversion of 80k client records resulting in $2mm annual fee reduction.o Site Consolidations-reduced operational footprint from 26 sites down to 9, resulting in cost reductions of $5.5 million annually. o Service Utility design and rollout- process re-engineering and implementation resulting in cost reductions of $3.5MM annually

• Selected as Global Head of Operations for the Mortgage Document Custody business following the merger of BNY and Mellon• Defined, implemented and executed on a multi-faceted transformation plan aimed at addressing significant control and client service issues.• Defined, implemented and executed on deployment of new operating model for Australia based business including facilities, process, technology and staffing• Developed strategic alliance with U.S. Government Sponsored Entities (GSE’s) to grow activity and revenue over 400% in a 3 year period (2007-2010). • Panel member for strategic forums with Mortgage Bankers Association Document Custody Committee.• Represented bank in numerous legal/regulatory inquiries related to mortgage securitization activities.• Led a team of 250 associates in 7 global locations with an annual operating budget of $25MM

Directed team of 150 employees for back-office operational functions, such as fixed income transfers, rate calculations, principal and interest disbursements, security holder contact center, claims processing, and vault and safekeeping duties.• Generated federal regulator approval of remediation plan by defining, implementing, and executing 24-month strategy to resolve a regulatory inquiry related to business books and records.• Reduced employee headcount 12% and decreased overtime costs 40% by setting and achieving aggressive budget management goals effectively.• Met compliance with Federal Reserve Bank business resiliency requirements by developing and implementing split-processing model between New York and Dallas Money Market Operating sites.• Improved processes by designing, planning, and implementing several transformational process restructures, including New Account Setup, Bond Call Processing, Corporate Actions Processing, and Variable Interest Rate Resets.

• Responsible for the investment, safekeeping and disbursement of funds pursuant to the terms of escrow and trust contracts.• Negotiated escrow and trust contracts on behalf of the bank.• Administered servicing of new investment products: dutch auction rate stocks, remarketed preferred stock, zero coupon securities.