Vice President
Buffalo, New York
Accomplished progressive leadership roles advancing to Vice President via the Bank's Executive Rotation Program.Vice President - Product Management, 2016 - 2017Directed daily operations for product management, sales, and marketing for a licensed investment service with assets of $1.2B and annual sales of $200M.Platform Management – Piloted strategy planning and execution of new product solutions, distribution strategy, consumer positioning, and the technology infrastructure focused on growth and profitability.Cost Measurement Structure – Launched a new cost-measurement structure to drive product pricing with improved review of monthly product financials for revenue planning, growth, and profitability.Vice President - Financial Planning & Analysis, 2014 – 2016Consolidated Financials – Managed the consolidation of financial statements and individual business line reporting for 150+ strategic business units with $97B in assets and $5B in annual revenue.Reporting – Led month-end performance meetings to review margin variance and business drivers. Presented business-level analyses of controllable expenses, profitability variances, and volatility performance metrics to Investor Relations and Executive Management.Director of Finance & Analytics – Non-Profit, 2011 - 2014Managed financial reporting and controls for M&T’s non-profit foundation, Buffalo Promise Neighborhood, a $35M education initiative that funded a charter school, managed two public schools, and a Head Start academy.Associate Vice President - Government Affairs, 2011 One-year special assignment in Washington, DC for launch of the bank’s Government Affairs Program.Associate Vice President - Commercial Restructuring, 2009 - 2011Successful in restructuring over $50M of dollars of distressed commercial and real estate debt in Upstate/ Western New York after the 2008 financial crisis.