Entrusted with leading a high-performing organization to achieve strategic alignment, drive operational excellence, and inspire transformative innovation across the enterprise. Combines vision, strategy, and execution to elevate performance, streamline processes, and foster sustainable growth.

Accountable for identifying, prioritizing, and driving transformation teams within the Commercial & Investment Bank, focusing on delivering exceptional client experience across all end-to-end processes with a particular emphasis on strategy development, process simplification, digital capabilities, and intelligent automation. Achievements include: • Conducted a comprehensive review of the Transformation organization, restructuring a 200+ FTE team to enhance alignment with long-term strategic objectives at the request of the CTO.• Led a team of 60+ to integrate CB service organizations, enabling multi-product, first-interaction resolution for $130B in transaction volume, achieving a 38% increase in customer satisfaction scores.• Designed and facilitated enterprise-wide strategic planning initiatives, aligning cross-functional teams to deliver on transformation goals and enhance operational efficiency.• Partnered with executive leadership to define key priorities, execute portfolio prioritization exercises, and align business units with organizational strategy.• Developed executive-level presentations to articulate the vision, progress, and outcomes of transformation initiatives for internal and external stakeholders.• Identified opportunities for process optimization, enabling faster decision-making and improved collaboration across departments.• Monitored and synthesized performance data to assess progress against KPIs, ensuring alignment with enterprise objectives and continuous improvement.

Responsible for leading organizations to identify opportunities, develop recommendations, and execute the top strategic priorities across all functional groups. Areas of focus include valuations, quantitative analysis, due diligence, and program management. Achievements include:• Led an organization of ~400 FTE to design, build, deliver, and operate the Bank’s SBA PPP platform to originate and service ~$4BN in loans, resulting in 14% of 2020 NIBT for the Bank.• Drove sustainable change to achieve ~$17.5MM in expense run rate reductions across the Wealth Management and Small & Medium Enterprise groups.• Developed and led training modules with 26 high-potential managers focused on internal transformation and turnaround best practices.• Managed a multi-year, multi-phase program to converge commercial credit and deposit processes, systems, and organizations to capture projected ~$25MM YOY savings.• Directly advised, with regular frequency, the Executive Management Team on transformation initiatives and decision-making to deliver on the Bank’s overall strategy.

Directly supported the Wealth Management senior leadership team in developing, prioritizing, and delivering on strategic initiatives. Led strategic programs and initiatives across the Private Client, Broker-Dealer, and Registered Investment Advisor (RIA) business units. Achievements include:• Led a program team of over 50 to develop a unified onboarding, account opening, and servicing workflow for Wealth Management, delivered a 62% increase in throughput yield.• Trained and mentored 37 managers across Sales, Middle Office, and Back Office teams, to implement new systems and processes responsible for generating $300MM in annual revenue.• Earned a CSSBB designation by leading a ~30-person team to redesign and implement enterprise Know Your Customer (KYC) standards, risk scoring algorithm, and approval workflow orchestration.• Served as a Data Steward for the Master Data Management (MDM) program to govern millions of customer records across 19 source systems resulting in savings of $68MM YOY.• Designed the Customer Acceptance Committee (CAC) process to provide executive leadership with clear insights into high risk prospective customer profiles to meet complex regulatory requirements.

Built and managed Design for Six Sigma (DFSS) teams within the Wealth Management Group focused on process digitization while delivering best-in-class operational efficiency and enhancing controls to address high-priority audit findings concerning deeply complex operational processes. Achievements include:• Developed and implemented automated quality assurance testing for 13 operational processes across 31 markets resulting in clear performance visibility and reduced cycle time from 3 weeks to 1 day.• Managed Design for Six Sigma (DFSS) project teams to digitize new client on-boarding and account opening processes resulting in a 23% increase in throughput yield while enhancing compliance controls.• Closed three high-risk audit findings concerning deeply complex processes that had been open for over 18 months in less than 60 days by developing creative solutions in partnership with Internal Audit.

Managed large-scale engagement teams and provided internal consulting, strategy development, process design, system integration, Six Sigma, and implementation services to the Enterprise Operations Group supporting 9 distinct lines of business across locations in more than 30 countries. Achievements include:• Managed a team of nearly 70 to identify 6,000 vendors paid outside of Bank policy and, in partnership with 9 lines of business, shift vendors to standard payment terms leading to savings of $74MM YOY.• Led efforts, and provided Six Sigma subject matter expertise, to implement a new enterprise procurement platform and management processes which resulted in $380MM in cost savings.• Redesigned vendor onboarding processes to eliminate thousands of hours of manual data entry and reduce vendor attribute data error rates by 6% through the use of standardized workflows.

Provided process design services with a focus on delivering continuous and sustainable improvement. Functioned as a Six Sigma subject matter expert and supported strategic end-to-end transformation efforts from preliminary analysis through successful execution. Achievements include:• Ran process design teams to integrate contracting and invoicing software platforms enabling the Bank to monitor and better manage nearly $25BN in annual spend against the originating contracts.• Earned Six Sigma Green Belt Certification by leading a Design For Six Sigma (DFSS) project to eliminate cost overages caused by a lack of existing controls in invoicing processes.• Reduced paper check processing volume by 80% through a partnership with the Sourcing group to implement electronic invoicing requirements resulting in savings of $125MM YOY.

Directed the disposition and renegotiation of vendor contracts to support the integration of Merrill Lynch’s operations following their acquisition by Bank of America, focusing on driving P&L impact from vendor leveraged savings opportunities. Achievements include:• Coordinated the disposition of over 1,000 technology hardware and software contracts on tight deadlines following Bank of America’s merger with Merrill Lynch, leading to $215MM in savings.• Drove reductions in cycle time for a $30MM server pre-provisioning program from a lead time of 6 weeks to 3 days in partnership with the Global Technology & Operations group.• Designed reporting and processes to automatically categorize contracts by associate, manager, and executive in a digital sourcing platform and transition from paper to a fully digital contract portfolio.

Lead an effort to successfully evaluate and make recommendations regarding Intel’s foreign exchange hedging effectiveness to reduce manufacturing tool purchase costs as part of an Honors Thesis program which partnered directly with industry.