Hired to lead the strategic development and implementation of GenAI-driven solutions across the enterprise.

➤ Commercial GTM & Ops Planning: Led $2M to $65M strategic growth initiatives, steering matrixed organizations to deliver innovative Digital Experiences for Commercial Customers ➤ Digital Finance: Directed the design & planning for a digital-first credit experience, mobilizing 120+ SMEs, anticipated to capture significant commercial market share.➤ GenAI: Designed solutions with enterprise GenAI team, utilizing AI Models to revolutionize digital experience analytics and enhance investment prioritization for a $100M+ portfolio budget. ➤ Strategic Data Insights Leadership: Built voice-of-customer analytics down to the user-level by directing Digital, Tech, & Data teams, giving insights for sizeable Digital Product investments.➤ Delivery: Led experience design workshops and restructured delivery roadmaps for $30M+ in digital product projects, coordinating cross-functional teams to align with senior leadership.

➤ Strategy: Led 3-year enterprise-wide Strategic Plan creation, reviewed by the CEO, Board, and regulators; chaired weekly strategy sessions with 100+ leaders, aligning initiatives with market insights and regulatory frameworks.➤ People Development: Directed quarterly tech & business reviews, built business cases to support formation of multiple teams, and led the hiring, onboarding, and coaching for new hires.➤ Innovation: Created new “Innovation Funnel” program, driving the incubation of new business models and product offerings to fortify the bank’s position in the digital finance marketplace.➤ Marketplace Insights: Created tangible strategic recommendations for the CEO and Operating Committee related to FinTech & competitor positioning, business model & product insights.

➤ Leadership: Directed a GMC team of 8+ across NYC and London to formulate a $45M budget proposal, securing approvals from 50+ stakeholders and establishing pivotal tech capabilities.➤ Technology Transformation: Led a complex liquidity risk tech overhaul, modernizing a 2-year plan and boosting compliance to global standards, significantly reducing risk of future regulatory fines. ➤ Digital Innovation: Led analysis of B2B customer interactions, delivering insights to C-suite and senior management aiding the selection of the optimal Consumer Banking coverage model.➤ Implementation: Partnered with 12 global heads to craft detailed implementation plans, established RACI guides, and a new KPI framework, effectively mitigating anticipated risks.

➤ Client Solutions: Led teams of 45+, delivering strategic solutions, developing business operations & preparing Fortune 100 clients for new regulations, enhancing operational efficiency.➤ FinTech COE Leader: Executed automation efforts for global financial services clients, identifying RPA, OCR, and NLP opportunities that generated over $2M in annual savings per client.➤ Compliance: Led model risk reviews for a top-10 global bank, delivering enhancements across a $100B portfolio, improving compliance and model accuracy.➤ Digital Wealth Management Strategy: Designed a digital intake platform aligning with new fiduciary standards, increasing financial advisor efficiency by 30% in client need assessments.

➤ Leadership: Led a strategic in-source vs. outsource analysis, to execute a 20% headcount reduction plan that minimized compliance risk without compromising service quality.➤ Data Reporting: Led the development of an internal sales data reporting system, uniting Finance, Sales, and Tech teams to deliver a solution that enhanced intelligence for $65B AUM.➤ Portfolio Management: Oversaw a $150M contingent compensation portfolio, transforming the trade execution model via strategic negotiations with CFO, HR, and IT, alongside a third-party vendor, which increased operational efficiency by 25%.