As a non-executive board member I focus on guiding and providing business insight to this medical device company to commercialize and introduce their cutting edge in-vivo devices (Data / Communication, Diagnostic and Therapeutic - 3 generations of product offering) into the health care market place.

Charged in building a national business line delivering escrow, paying agent and exchange agent functions to the market, servicing a broad spectrum of industry segments. ● Developed and implemented a holistic business strategy ● Deployed industry leading technology that digitized antiquated manual processes while enhancing the overall client experience and controls ● Established a comprehensive business infrastructure to facilitate and support a scalable growth business, including; o Built the team - Client Relations, Operations, Technology, Product Management, and Business Development professionals o Designed & implemented marketing strategy – digital campaign o Created robust performance metric reporting and management tools o Opened office in the NY metro area

Leader of the Global Client Service Delivery Operations organization - Issuer, Loan & Fund Administration Services (Corporate Trust, Depositary Receipt & Loan Custody and Administration) and Institutional (Pension, Sovereign, Endowment & Not-for-Profit) Fund Accounting totaling $3.5T annual financial transactions, supporting $2.2B revenue with annual expense budget of $260MM. Oversaw a team of ~3,000 financial service professionals in 25 global locations. Developed and executed on multi-year strategic plan. Exceeded financial targets year over year. Transformed traditional operational model into global centers of excellence (COE). Executed strategic technology development & optimization program. Formulated and executed strategic restructuring that streamlined the Corporate Trust and Fund Accounting business operations. Created scalable service models; optimized service levels, and drove improved control environment.

Selected as Global Head of Operations for the Alternative Investment Services business following the merger of BNY and Mellon. Directed global service delivery of hedge fund accounting & administration business during period of unprecedented revenue growth. Managed 1,000 professionals in 8 global locations supporting $200MM revenue and $125MM annual expense budget. Successfully led operational turnaround and post-acquisition integration initiatives. Created scalable operating model. Developed Tier 1 organizational design & management team.

Held full P&L accountability for global payment, transfer agency, equity compensation/plan services, 401(k) record-keeping, and direct investment businesses (REIT) for 650 US and 1,100 Depositary Receipt international clients. Managed annual revenue of $125MM, budgeting, capital allocation, client billing, and fee proposals with 530 service professionals in 4 locations. Delivered improved profit margins year-over-year. Developed and executed strategic plan to counter market price compression. Created global strategic partnerships with 3rd party service providers (200 global staff functions) from due diligence through contract execution. Divested business line, cradle to grave: negotiated agreement, developed integration strategy, and managed legacy issues to closure.

Prior leadership roles with progressive, increasing responsibility include COO Investment Plan Business (2002-2003) and Finance Division Manager (1996-2002). Directed 180 professionals across multiple locations. Deployed state-of-the-art core business applications. Managed financial reporting, sales and profitability models.

Managed financial budgeting, reporting, sales and profitability models for the Securities, Trust and Information Systems (STIS) businesses. Created relevant metrics monitoring key services and overall profitability.