Lead the end to end process of integrating specialist deployment plans for Bank of America’s three Consumer Banking specialty lines of business - Investment, Small Business and Home Loans. Coordinate placement of specialists into the bank’s network Financial Center locations. Integrate strategy of new technologies such as remote video and mobile banking into client management process.• Determine site selection for more than 8,000 specialists across 4,800 Financial Centers• Lead the test and learn phase of 300+ remote video units in the Financial Center Channel• Develop and execute specialist deployment strategy proven to increase referral rates more than 10%

Led team responsible for quality assurance of over 300 metrics across Finance, Analytics, Marketing, Human Resources, Risk and Legal Compliance, Customer Experience and Operations. Assessed key performance indicators on revenue, deposit balance growth, credit quality, sales and client experience. Developed mitigating initiatives to close gaps in financial plan. Develop quarterly financial and operational highlights and talking points. Presented executive commentary on growth strategy initiatives.

Led development and implementation of strategies for Endorsed Business deposit product offerings.• Developed strategy for mitigating impact of consumer banking legislation (Durbin Amendment)• Integrated Endorsed Business into overall corporate-wide deposit products strategy• Provided measurements and assessment of Endorsed Business deposit portfolio performance• Oversight of national sales catalog publication

Led national sales forecasting team and annual sales planning process for consumer bank products and distribution channels. Developed forecasting models to track and measure sales and financial performance. Facilitated executive discussions on mitigation planning. Managed business planning and analytics team for the national sales organization. • Developed leading indicator measurements driving sales growth of at least 10% for 3 consecutive years• Managed national sales forecasts incorporating line of business and distribution channel mitigation planning• Streamlined Product and Channel team strategic planning

Led client engagements in all aspects of corporate restructurings including: operational and financial restructuring; detailed cash flow plans; and liquidity and capital structure evaluation. Managed team of professionals providing solution to large corporate clients. Developed restructuring model for the firm’s largest client.

Leader in establishing the bank’s proprietary credit default swap trading desk. Provided analysis and advisement on investment opportunities for a $400 million credit derivative portfolio. The portfolio consisted of a series of credit default swaps generating annual income in excess of $2.5 million.• Developed relative value analysis across bond and derivative markets• Analyzed corporate financial statements to determine investment potential• Managed portfolio diversification across industries and ratings

Charter associate establishing the management consulting practice for a regional accounting firm focused on cash flow projections, corporate valuations and capital sourcing. Fee income from consulting service increased the accounting firm’s annual revenue by approximately more than 20%.• Represented clients in capital sourcing of over $15 million in senior debt and private equity• Conducted management discussion and analysis with client leadership teams• Developed cash flow projections and valuations leading to successful sale of national footwear retailer

Managed a corporate loan portfolio with credit exposure exceeding $55 million. Relationship responsibilities included credit underwriting, presenting and negotiating loan requests, monitoring debt service and cross-selling additional bank services.• Doubled credit exposure of initial portfolio• Lead the group’s first mezzanine debt placement, leading underwriting of both senior and subordinated-debt