Chief Financial and Operating Officer of an Institutionally funded B2B Enterprise SaaS RegTech platform to maintain consumer data privacy and transparency across the automotive ecosystem. Focused on the future of the connected car, the company has two primary products AutopCleared™ and VehiclePrivacyReport™ designed to protect businesses and consumers from the ever-increasing complexity of data privacy risks and regulations. Instrumental in building the company into a multi-million-dollar international business. Responsibilities have included closing multiple institutional rounds of funding, negotiating large scale corporate partnerships, building out Operations, Finance, HR, Customer Support and Investor Relations functions.

Responsible for generating Annual Recurring Revenue (ARR) for IBM's hybrid cloud business focused on the largest tier 1 financial institutions. Manage executive relationships across multiple firms such as Citigroup, JP Morgan, Blackrock and more. Own the full deal lifecycle from identification of a key business issue, structuring a solution and contracting of a proposal. Work directly with design engineering and implementation teams to stand up Proof of Concepts and Pilots. (Hybrid cloud strategy, Fintech ecosystems, Regulated cloud, Operational risk) Responsible for structuring Client/Market Strategy for Financial Services. Focused on risk and regulation gaps associated with regulated cloud environments, resiliency and redundancy. Working with clients and Fintech ecosystem partners to establish/enable capabilities and to address critical business issues.

2018 - 2019 MD, Capital Management and Governance - Reporting to the Head of Capital, and former Treasurer of Citigroup. Established a new organization to enable optimization of capital to meet shareholder return targets. Designed and implemented new controls and capabilities over multiple capital related requirements including but not limited to BCBS 239, RWA, Basel, RRP and elements of CCAR. Managed Citi’s relationship with the OCC on all capital related MRAs and exams. Developed a new interaction model for risk and finance, established finance as a first line function2016 - 2018 MD, Program Director, Resolution and Recovery Planning (Living Will) - Reporting to the head of CCAR and Deputy Treasurer of Citigroup. Program Director of Citi’s Recovery and Resolution Planning (RRP) efforts. Worked closely with the head of payments to optimize operations and form a broader industry strategy. Responsible for managing the firm’s day to day relationship with the OCC, Fed and FDIC on the topic of RRP. Led multiple executive forums including a monthly steering committee chaired by Citigroup’s CFO. Presented on numerous occasions the board of directors, CEO and regulators. Designed multiple table top tests to simulate a stress scenario for the board and operating committees. Developed a divestiture strategy to identify objects of sale in a default scenario. Authored multiple public filings that were well received by investors, clients and media outlets.2014 - 2016 Director, Financial Regulatory Reform - Reporting to the head of Financial Regulatory Reform and former Treasurer of Citi’s Institutional Clients Group. Architected the industry’s first ever 165(d) resolution plan deemed credible by the Fed and FDIC. Re-launched Citi’s resolution program overseeing multiple large cross functional teams. Conceived and led multiple industry initiatives to address critical shortcomings within industry infrastructure.

Responsible for project delivery and revenue generation. Sr. Executive in Deloitte's Strategy and Operations practice specializing in transformational CRO, COO and CFO level strategy, operating model design and regulatory initiatives. Led development of practice thought leadership targeted at optimizing client service delivery models to balance efficiency, productivity and restoration of client profitability. Led numerous large teams with full P&L ownership of project profitability. Authored training classes on: Lean Six Sigma, Industrialization, Risk Management, Banking Custody, Regulatory Reform, Hedge Fund Administration, Reference Data Management and Post Merger Integration. Promoted to Sr. Manager / Associate Partner 2012Sample engagements include:— CFO-sponsored assessment of data impediments to trading and operations capabilities. — CRO-sponsored development of regulatory strategy to address stress testing requirements.— COO-sponsored proof of concept and implementation of a process optimization and analytics function to improve service levels, process efficiencies and procedural controls.— CCO-sponsored evaluation and design of current and target state Enhanced Due Diligence process to increase efficiency and reduce risk for a top 5 broker dealer.— CDO-sponsored communication strategy and implementation plan in support of an industry leading Data Management Policy for the Chief Data Officer and Chief Information Officer of a top global bank.