Frank Biasi Email & Phone Number

Head, US Banks Technology Strategy• Designed and implemented strategic roadmapping process for use across US Banks; included strategic three-year roadmap definition, creation of supporting business cases, and prioritization framework that defined resource allocation (technology, consulting, headcount, etc.) to most strategically aligned initiatives.• Established and maintained correlated US Banks technology strategy that reflects defined strategic priorities, critical risk considerations, and key platform enablers to achieve business objectives.• Established and maintained technology delivery roadmaps across the US Banks organization.• Collaborated with Technology organization to define governance process that ensures proper monitoring of budgeted initiatives and ongoing alignment of resources to Bank business strategy.• Formed US Banks process optimization working group focused on defining efficiency opportunities leveraging gen and non-gen Artificial Intelligence (AI) tools. Head, Value Based Pricing• Defined and executed a Field engagement and awareness strategy to integrate value aligned pricing strategies into FA practice management activities and home office programs. • Created and introduced a letter-based process for Financial Advisors to reprice current advisory accounts; To date, $13M+ in incremental revenue realized by FAs that leveraged the process.• Partnered with key stakeholders to define a pricing analytics tool on the Advisor workstation that enables FAs to analyse their advisory pricing strategy compared to other Advisors in the Firm.• Aggregated “best in class” industry insights and user experience illustrations to enable Financial Advisors to communicate value more effectively to clients.• Designed investor research effort to identify price elasticity given varying degrees of value delivery. Insights used to educate Financial Advisors on value appreciation and impact to FA pricing power.

Greater New York City Area

Client executive for a key Wealth Management client focused on enabling their strategy using proprietary insights and industry trends. Emphasis on realization of business value through improved Financial Advisor engagement, expanded client acquisition strategies, and improved external marketing presence. • Recommended key enablers to encourage team-based model adoption by Financial Advisors using a large-scale user insights effort.• Leveraged user insights for the creation of FA behavioral segments for use to increase organizational change adoption through improved engagement.• Drove the definition of a new platform for Financial Advisor sales enablement, focused on demonstrating the key value drivers for clients and prospects.• Responsible for client relationship profit & loss management; focused on client engagement and revenue expansion leveraging North Highland’s strategy, core consulting, and delivery offerings.• Established, socialized, and drove internal account strategy for third largest client in North Highland; included introducing key insights while translating opportunity for overall account team.

Head, Field Partnerships  2012 – 2014Established relationships with wealth management leadership to facilitate inclusion of UBS emerging affluent center into Financial Advisors’ business models. • Promoted new client acquisition to the WAC by facilitating internal partnership with the wealth management retail business resulting increase of over 20k clients.• Developed business case and executed on strategies to capitalize on alternate sources of client acquisition. • Analyzed business performance results based on indicators of business risk and communicated results to senior management and field leadership.Program Manager, Pricing  2009 – 2012Established strategy and tactics to facilitate Financial Advisor engagement and review of pricing practices through partnering with Field Leadership to coach Financial Advisor’s to integrate pricing discipline and clear value articulation in their practice.• Prepared for and executed one on one sessions with Financial Advisors to discuss pricing opportunities and value proposition strategies.• Recorded Advisor and Field Leadership feedback to evolve pricing engagement strategies.• Repricing activities contributed to 117% increase in full year revenue.• Activities contributed to 129% increase in repricing activity and focus branches increased quarterly performance by approximately $500k. • Realized 60% reduction in pricing exceptions by collaborating with Division Chief Operating Officers to define and execute remediation of legacy compensation and transaction. Project Manager  2006 – 2009Oversaw daily project execution, including project governance, issue resolution, and work stream coordination to implementation of program objectives.t Corporate Employee Financial Services (CEFS) Corporate Migration • Formed program governance structure spanning 13 geographically disparate teams in an effort to migrate over $500M in assets from a Swiss to US domiciled UBS entity.

Acted as a senior manager for the implementation of the Kintera product for a number of non-profit organizations. Kintera is a leading software product company dedicated to helping non-profit organizations fulfill their mission by providing Knowledge Interaction technology to build vibrant communities of supporters, beneficiaries and staff.

IconNicholson is a pioneer in providing IT professional services firm to a range of industries. Focus is on helping companies gain long-term value by developing solutions that maximize both digital and RFID technologies to build stronger business and customer relationships. Worked as the primary point person for client engagements.

Primary experience focused on the definition and delivery of web centric systems to allow for process efficiencies in multiple lines of business. Defined next generation system development methodology that resulted in higher satisfaction and fewer defects in systems delivered to end users.

Edison, Nj

Financial Technologies International is a global software provider of Enterprise Data Management (EDM) solutions. Acted as a project manager for various implementations of the proprietary tools.

Concero, Inc. was a professional services organization that specialized in the delivery of content management solutions for clients in various industries. Primary responsibilities included definition of requirements and day-to-day management of implementation of content management platform.

Weehawken, Nj

Primary experience related to driving the definition of technology requirements focused on delivery of web centric solutions increasing Advisor efficiency.

Primary experience involved the implementation of the standard system development methodology employed by Accenture. This included the design, development, and implementation of both functional and technical system requirements for various web-based solutions within multiple industries.

Bs, Finance

Ms, Information Management

Bachelor Of Science - Bs, Finance, General, 3.4

Bachelor Of Science - Bs, Finance, General