Leading a global team serving Wealth Management clients via their Advisors, have firmwide oversight for Marketing and Product Strategy. Member of the firm's Executive CommitteeAdams Street Partners supports wealth advisors with private markets knowledge and investment solutions to help their clients grow and protect their wealth. Adams Street manages more than $60 billion for clients worldwide across private equity and venture capital funds, secondary, growth equity, buyout and venture co-investments, and private credit strategies.

Credit Suisse Private Bank Americas provides wealth management advice and services to High Net Worth Individuals, Middle Markets and Institutional clients across North America and Latin America.As Chief Operating Officer for Private Banking Americas, I had day-to-day responsibility for business management functions across the Americas business, including presence in the US, Mexico, Brazil and Zurich. Functional responsibilities include Risk, Control, Finance, HR and the delivery of PB Americas Strategy.As Head of Business Development it's my responsibility support and drive client and revenue growth. In this role, I oversee Trading and Execution (Fixed Income, Equity and FX), work with partnership in CS Product Management as well as advancing our Banking and Lending presence with clients.

Product Strategy focuses on two business units, Investment Products and Services and Morgan Stanley Private Bank (MSPB).Investment Products and Services (IPS) represented all of the product and platforms across Morgan Stanley Wealth Management. This includes Consulting Group/Advisory, Capital Markets, Workplace and Investment Solutions, and Alternative Investments. Morgan Stanley Private Bank is the deposit taking/lending organization within Morgan Stanley Wealth Management. Offerings include Mortgages, Securities Based Lending, Tailored Lending and Banking Services.I was responsible for developing strategy across both business units at the business, product, segment and channel levels. Business and tactical planning done in close partnership with business leadership. The group's mandate also included identification and illustration of industry and client trends, new business and innovation opportunities for Morgan Stanley's investment and banking platforms

Head of the Consulting Group (CG) at Morgan Stanley Smith Barney. The Consulting Group had the largest AuM in the industry leader in managed and advisory programs.The Consulting Group (CG) represented all the Advisory and Fee Based businesses at Morgan Stanley Wealth Management. CG had responsibility for platform management and development, sales, professional education, product support and portfolio construction. CG is based in Purchase, New York and Wilmington, Delaware (with sales professionals located throughout the US).The Consulting Group included the Global Investment Solutions (GIS) asset management unit, created during my tenure, since merged into MSIM. GIS manages equity and fixed income assets for Morgan Stanley clients in separate account and multi-asset class mandates for Morgan Stanley Private Wealth Management U.S. and EMEA. GIS had professional staff in London, New York and Chicago.Graystone Consulting, Morgan Stanley's institutional consulting arm was also part of Consulting Group. Graystone is comprised of select teams or professionals located throughout the US that provide consulting services institutional clients in the pension, endowment, foundation and retirement plan markets.

Investment Strategy and Solutions represented all of the product platforms and offerings at Morgan Stanley Smith Barney. In this role I was responsible for strategic execution, risk management, P/L and delivery of key business metrics. Also lead and implemented business integration of Morgan Stanley and Smith Barney platforms, a large scale and complex business combination

Global Wealth Management - Investments (GWMI) at Citi represents all investment platforms available to Smith Barney and Citi Private Bank.I was responsible for running the Finance organization from the business side, business strategy for Investments organization, business and operational risk as well as relationship management with the firm's asset management partners.

Chief Operating Officer for Investment Advisory Services, a $3 Billion+ division of Smith Barney. The division included the "fee based platforms", investment consulting group, and Citigroup institutional Consulting. Direct responsibility for Finance, Strategy, Operations, Technology, Risk and HR.

CAO/COO for the Advisory Division, including all field and sales management. Oversight for developing and implementing of metrics for sales, strategic success and profitability for Merrill Lynch field. Lead development of key technology implementations for wealth management.Built and implemented compensation plans for managers and financial advisors.Designed and implemented the integration of International and Americas business units.Represented the firm in key regulatory activitiesLead deposit pricing, segmentation and growth initiatives

Managed 120 Financial Advisors across 4 offices. Office ranked in the Top 10 in size and performance metrics

Managed 70 Financial Advisors across 4 offices. Office ranked in Top 10 in Eastern Division Performance each year

Managed sales process, training initiatives, and service quality initiatives across the Mid West District. The District covered 1,500+ advisors across 8 states. Service strategy work was the basis to develop the Supernova Program

Developed and managed a large client base of private clients over 9 years. Consistently performed in the first quintile in all business metrics