This role involves providing strategy-driven solutions, automation, transformation and process improvements to small and mid-sized business clients. I principally guide new business development, project scoping, engagement delivery and client relationship management.► Established international remittance program for largest credit union in Washington DC. Collaborated on engagement with BNY Mellon. International remittances projected to generate nearly $500K annually. Migrated the… Show more This role involves providing strategy-driven solutions, automation, transformation and process improvements to small and mid-sized business clients. I principally guide new business development, project scoping, engagement delivery and client relationship management.► Established international remittance program for largest credit union in Washington DC. Collaborated on engagement with BNY Mellon. International remittances projected to generate nearly $500K annually. Migrated the organization of manual bill pay processes and facilitated real-time electronic account and data research. ► Directed initiative for Wells Fargo to convert retail accounts to business banking accounts, projected to increase revenue $200K annually. Formulated strategic plan to launch cash management division to support these clients. Show less

At this time I was co-leading a $30M Sanford Laboratory project in partnership with the National Science Foundation and Department of Energy. The initiative involved developing preliminary design, organization and governance structure for a $1B underground scientific and engineering facility. I engaged multiple funding agencies and diverse private, state, university and scientific community stakeholders.► Principally directed finance, Human Resources, Information Technology… Show more At this time I was co-leading a $30M Sanford Laboratory project in partnership with the National Science Foundation and Department of Energy. The initiative involved developing preliminary design, organization and governance structure for a $1B underground scientific and engineering facility. I engaged multiple funding agencies and diverse private, state, university and scientific community stakeholders.► Principally directed finance, Human Resources, Information Technology, communications, online presence, procurement, contract management, documentation and support services.► Orchestrated a series of mission-critical projects simultaneously, which required managing full project lifecycle, integration/implementation, and creation of new LLC to oversee management. Show less

I principally guided the launch of this firm, and specialized in advising banking industry clients on automation, transformation and operations engagements. I directed projects to optimize client services, promote service excellence and streamline cost structures.

This organization is a $3.6B subsidiary providing deposit accounts, cash management, credit lines, card services, insurance, investment products, trust services and financial planning through 700+ branches in ~20 Western and Midwestern states.In this leadership position, I oversaw a multi-site, multi-tier 60-blended-seat call center supporting commercial clients, a business banking call center supporting cash management inquiries, deposit operations, implementation, fulfillment and… Show more This organization is a $3.6B subsidiary providing deposit accounts, cash management, credit lines, card services, insurance, investment products, trust services and financial planning through 700+ branches in ~20 Western and Midwestern states.In this leadership position, I oversaw a multi-site, multi-tier 60-blended-seat call center supporting commercial clients, a business banking call center supporting cash management inquiries, deposit operations, implementation, fulfillment and account analysis. Marquee clients included Irwin Home Equity, Gilardi, Diamond Walnut, Fidelity and First American Title. I controlled $12M P&L, and managed 4 direct reports and 110 indirect reports. My scope further encompassed managing depository and cash management products, credit products, disbursements, pay-downs and trade activity. ► Captured $600K cost savings by driving initiative to enhance operational productivity; simultaneously improved client satisfaction.► Provided thought leadership in strategic client services business model. Developed and implemented credit services teams. Facilitated SOX compliance monitoring.► Structured enterprise-wide new products implementation team, comprised of dedicated officers who accepted new clients and extensive cash management products and other bank offerings. ► Integrally contributed to deploying enterprise-wide continuing education program for Commercial Client Services Division.► Transformed division seen as a liability to the bank to Business Partner of the Year, recognized for driving growth and creating competitive advantage.► Merited “far exceeds” performance rating, reserved for top 5-10% of employees, for 2 consecutive years. Show less

At this time I was managing the B2B sales support call center. Marquee clients included Gilardi, Irwin Home Equity and Fidelity. I controlled $2MM P&L, and managed 2 direct reports and 30 agents. I directed staffing, training, retention, client services and business development. ► Developed the Support Services Team, meeting all Service Level Agreements and reducing costs by $200K.► Held staff attrition to just 8% over 2 years largely by developing enterprise-wide continuing… Show more At this time I was managing the B2B sales support call center. Marquee clients included Gilardi, Irwin Home Equity and Fidelity. I controlled $2MM P&L, and managed 2 direct reports and 30 agents. I directed staffing, training, retention, client services and business development. ► Developed the Support Services Team, meeting all Service Level Agreements and reducing costs by $200K.► Held staff attrition to just 8% over 2 years largely by developing enterprise-wide continuing education/training program for new and existing service officers, and formulating career progression path.► Conceptualized and implemented cash management SME employee training program. Show less

This position primarily involved directing a series of corporate client engagements focused on operations optimization, as well as change and transformation. I directed project teams of up to 35 specialists.► Orchestrated $1M project for Wells Fargo to converting product code for 100,000 clients across 23 states. Initiative generated $2M in new revenue.► Served as Training and Communications Consultant for $10M Sutter Health training, transformation and pre-launch project.… Show more This position primarily involved directing a series of corporate client engagements focused on operations optimization, as well as change and transformation. I directed project teams of up to 35 specialists.► Orchestrated $1M project for Wells Fargo to converting product code for 100,000 clients across 23 states. Initiative generated $2M in new revenue.► Served as Training and Communications Consultant for $10M Sutter Health training, transformation and pre-launch project. Directed enterprise-wide training initiatives required to prepare for Picture Archive Communications Systems. Show less

Bank of America is a $124B leader in consumer and small business banking, credit cards, asset management, retail brokerage services, investment banking, and international business. It offers the nation’s largest branch network, with 6,100+ locations in 30 states. I merited a series of advancements to this role, and in the global position integrally contributed to leadership team guiding strategic technical implementations. The team directed a $105M P&L and managed 500+ indirect reports.… Show more Bank of America is a $124B leader in consumer and small business banking, credit cards, asset management, retail brokerage services, investment banking, and international business. It offers the nation’s largest branch network, with 6,100+ locations in 30 states. I merited a series of advancements to this role, and in the global position integrally contributed to leadership team guiding strategic technical implementations. The team directed a $105M P&L and managed 500+ indirect reports. Marquee clients included Chevron, Levi Strauss, Kaiser Permanente, Albertson's, Safeway and Bechtel. Additionally, I served as M&A SME, and provided technical pre-sales support.► Delivered $400M+ annual savings by program-managing 6 technical initiatives, which required engagement with bank divisions, business units, and project teams to support cross-functional initiatives. ► Established business requirements for online e-commerce platform, increasing real-time global transaction reporting to corporate and commercial clients by 166%. ► Directed initiative to reduce loss exposure 25% by re-engineering technical operational metrics.► Delivered $10K monthly savings by streamlining backroom processes, introducing automation and eliminating paper ticket transactions, which improved transactions descriptors and reducing encoding errors and client inquiries.► Captured “far exceeds” performance ratings, reserved for top 5-10% of employees, largely due to success from creating and launching new electronic adjustment system, and guiding merger integration initiatives. Show less