Promontory Financial Group Director (Data and Technology Risk, Third-Party Risk, AI Governance, Regulatory Response, Change Management, Target Operating Model Design) - Executed strategic operating model and regulatory response programs for various financial institutions - Leader in Promontory's Data Risk and Data Governance advisory practice. Focuses on data governance regulatory and best practice expectations, program development, implementation, and assessment. Includes risk data aggregation and reporting, information architecture, metadata and data lineage, oversight, 3 lines of defense, and targeted data controls. - Design and development of Artificial Intelligence (AI) organizational governance, risk and regulatory compliance programs- Program / Project / Change Management design and delivery- Regulatory response advisory - Management / Strategy Consultant- Technology risk management (FFIEC IT Examination)- KYC / AML / OFAC systems implementation

Technology Strategy (Global Reference Data Strategy)- Support development / build out of single Reference Data / Client On boarding / KYC AML process and application for the bank. - Run Equities Application and Process Adoption work stream. Integrate Equities platforms and processes into global Client Onboarding and KYC / AML application - Run stream to integrate downstream applications from legacy applications to new single client on boarding platform - Support a global team and leadership in creation of regulatory and on boarding platform across all lines of business (Capital Markets, Wealth Management, Corporate Finance, Global Transaction Banking).

Focus on Global Markets Technology and Operations- Managing projects within Reference Data space for key strategic change and cost savings across tech and ops- Performing constant cost benefit analysis and forecast financials across multiple year projection for technology projects under my scope- Project manager of global team with global stakeholders

Management Consulting and Technology Consulting- Lead integrations analysis for credit/debit card business of major US bank- Lead management consulting team out of Zurich, Switzerland for reinsurance client transformation- Executed merger of escrow/iolta operations and technology of major US bank- Merger Integrations for FS technology transformations - Constant client, MD, C level interaction