Director – Business Strategy & Transformation
CurrentProvide executive leadership for the firm as a principal advisor for new engagements and deliver large corporate client cross-divisional solutions, leveraging subject matter expertise in financial services, strategy execution and technology transformation. Develop and lead programs at the executive level and devise comprehensive solutions for client’s complex needs. LIBOR Transition Lead – Subject matter expert on 6/2023 legacy portfolio implications, capital markets/ mortgage industry focus, operational changes needed and related risks, SOFR Term Rate migration and active ARRC participant. Clients include:Fannie Mae (Washington, DC) Provide program management, and organizational & communications leadership in both Multifamily Data & Analytics and Single-Family Products & Solutions supporting senior management with multi-divisional impact programs; embedded with 16 scrum teams executing a mature Scaled Agile Framework implementation of cloud based future state data infrastructures.Wells Fargo (Charlotte, NC)Provide management of core data/ data quality controls assessment of the Financial Asset Controls System comprising 52,700 data elements. Responsible for assumptions, deliverables, reporting, data element analysis, quality control and remote team oversight. Advised on recommendations and managed final audit documentation.Freddie Mac (McLean, VA)Provide management consulting leadership on a cross-divisional multi-year/-workstream program in Single Family Strategic Delivery. Responsible for program roadmap and deliverables including issue identification and prioritization, stakeholder communication, escalation point of contact, risk mitigation and executive reporting. Selected Skills:• Executive Level Client Engagement & Relationship Management• Strategic Planning & Execution• Change & Transition Management• Technology Solution Innovation • Quality Assurance & Controls• Audit Management & Issue Resolution• System Implementation & Automation