Versatile, technology savvy, financially astute business leader with a track record of driving new levels of financial and operational efficiency for global businesses in highly regulated environments. Leverages extensive knowledge of finance, accounting, and systems architecture to direct the seamless execution of business-critical initiatives and IT projects with time-sensitive deadlines and demanding requirements.Expertise & Critical ContributionsStrategic Planning & Execution Crisis & Turnaround Management Executive Leadership Coaching & Mentoring Best-In-Class Customer Service Models Budget Planning, Development & Control Operational & Financial Risk Management Cost Reductions with Quality Improvement Continuous Process ImprovementStaff Development & Turnover Reduction Knowledge ProgramsClient Value-Focused Business Consolidations & Integrations➤ Spearheading continuous process improvements across all global business units (IT, HR, P&L, accounting, administration, legal, customer service). Increased revenue by 20%; improved quality metrics 23%; improved profit margin from 0 to 15% in 3 years; reduced costs over 25%; and increased net profit of operating divisions by 15 - 20%.➤ Benchmarking customer-focused organizations that truly understand the customer and exceed their needs. Increased customer base while improving service quality beyond expectations. Won “Best in Class” for telephone service and correspondence 3 years straight.➤ Delivering outstanding P&L / financial / fiscal planning and control. Reduced YOY cost per production unit while increasing quality per unit. Established few but meaningful fiscal metrics. 30+ years financial services industry experience. Certified Mutual Fund Specialist. Previously held securities licenses: 6, 7, 24, 26, 27 and 63.