Responsible for the formulation, communication, and oversight of the Bank’s strategy aligned to the parent company (TIAA). Drives consulting engagements for business line, product, and experience strategies within the Bank. Communicates strategic progress and performance to leadership, Bank and TIAA Boards and regulators. Participates in assessment of M&A and divestment assessments and initiatives.• Formalized the Bank’s annual strategic planning process per OCC best practices, including facilitating learning and collaboration sessions with Bank leadership and the Board, culminating in crafting the Bank’s 5-year strategy inclusive of execution plan, financial plan, and risk assessment.• Successfully led transition activities when EverBank was acquired and integrated into TIAA including overseeing associated customer and associate impacts, $100M+ in integration activities, and developing a new bank strategy aligned to the parent.• Developed home lending, consumer deposit, commercial deposit services, and various segment strategies to drive growth and strengthen operating models. Led research, analysis and synthesis of market, industry, consumer and competitor findings and trends. Provided actionable recommendations by identifying and scoping opportunities, designing solutions, quantifying impacts, and defining actionable roadmaps.• Performed assessment of commercial business lines for growth opportunities based on capital allocations to improve Bank performance. Developed comprehensive strategies to position, scale, and optimize commercial real estate and vendor equipment businesses to triple annual volumes.• Upon pivot of parent’s strategy, prepared the Bank for sale. Bank sold Aug 1, 2023.

Partners with leadership in creation of business line, product and support strategies for enhancements to core businesses, and assessment of new business and product lines aligned to corporate goals, capabilities, market environment and emerging opportunities.• Guides and implement corporate-wide strategic and growth initiatives.• Provides research, competitive intelligence, and other analysis for a variety of use cases to help business lines and corporation make more informed decisions.• Translates long-term plans into near-term actionable roadmaps.• Leads client-focused process improvement services to business areas to solve for problems and/or deliver on opportunities.• Oversees cross-functional teams for effective program implementation of strategic initiatives, including business line extensions, strategic partnerships, optimizing businesses, and implementation of critical systems and platforms.

Responsible for the formulation of long and short term plans to support corporate and division goals. Consults with the various business and support units for planning, alignment, and opportunity evaluation. Identifies ways to improve efficiencies, reduce expenses, maximize synergies, and maximize growth opportunities within the Direct Bank and works with support and line functions to undertake execution of selected strategies.

Supported the EVP of Corporate Development in all aspects of evaluating, managing and prioritizing both external business development opportunities and internal strategic initiatives. Responsibilities included financial modeling, opportunity analysis, and coordination of teams necessary for acquisition integration.

Developed, launched and oversaw the management of a banking and mortgage program for independent financial advisers nationally through broker-dealer and RIA partnerships. Responsible for all aspects of program including P&L, marketing, project management, coordination with client servicing partners, and regulatory management. Program represented $2 Billion (25%) of bank deposits, 220 participating firms and over 2000 financial advisors.

Developed and managed all marketing mediums for investment product lines, including unique foreign currency products that grew from $100MM to $2 Billion of EverBank’s deposit business. Established affiliate relationship programs with businesses and organizations.