• Senior Member of the Investment Banking Division Finance team with responsibility for Business Planning and Financial Reporting • Work with Global Business Unit Heads to drive Commercial Effectiveness and improve Group’s Profitability• Integral member of Client Targeting Strategic Initiative. Developed detailed Client Relationship Appraisal and Client Profitability Metrics; incorporated into Banker Commercial Impact and Performance Appraisal System• Regularly report and present to Divisional Operating Committee on the division’s Business and Financial Performance• Implemented systems to assess the Financial Impact of across the Firm in Debt, Equity and Derivative Instruments. Provided Company-wide view of Key Customer Relationships across Divisions• Member of Technology Committee with responsibility for optimizing the use of Technology and prioritizing the roll out of new Initiatives. Working Group Member of Multi-Year Information System Re-Write Initiative with significant Information efficiencies and streamlining of Operations and Finance functions• Played a key role in assimilating and training High Value Offshore Location employees as part of the Finance Team• Established Strategic Priorities across Business Cycles for the Global TMT business along with Measurement Tools• Business Unit Manager for Financial Sponsors Group responsible for general administration and management of Banking Team, Junior Banker Recruitment, Training, Client and Project assignment, and Compliance Liaison

• Utilized Global Framework for Product positioning across new and existing products. Traveled internationally to communicate and obtain approval for Framework. Eliminated Cross Border Premiums for ERP Product line

• Key member of a cross-functional team to develop and implement a New Business Model. Successful 2-year market test led to national rollout

• Developed, Presented and Executed Business Plan and initiated Start-up Operations for D&B India. Directed market research and strategy, operations and sales:• Founded Mumbai, New Delhi and Chennai offices. Managed a highly motivated local staff of 15 associates.• Exceeded revenue targets by 20%. Increased business from the ASEAN region’s largest customer by 40%

• Developed financial projections for company-wide new investment business plans including a monitoring plan• Developed New Customer Acquisition Model. Resulted in creation of a New Customer Acquisition department