Tasked with overall firm management, business development, operational execution, client satisfaction and results. Key accomplishments include:> Corporate Governance – Develop strategies for BOD expansion, including member profiles based on organization goals. Establish Company and BOD policies for cyber security, artificial intelligence, governance, investment and by-laws.> Leadership Development – Assess and identify executives growth necessary to achieve corporate and personal goals, including identification of need for role changes. Work with executives to establish Human Capital Management strategies and needs.> Strategy – Work with executives to properly define the “problem” and "opportunities" they want to address to develop / execute strategies to achieve them.> Financial Management – includes fundraising strategies to achieve $10+MM in funding, expense strategies to minimize cash burn rate and extending cash run rate 300%Board Director, Advisor and Interim Executive Roles, – for multiple organizations, engaged to assess governance, business strategy, operating model, financial profile, and leadership. Participated in selection process and onboarded new CEO. > Led deep dive assessments of financials, implementing changes to improve timeliness and accuracy of reporting, and minimizing risk to protect organization and BOD’s.> Delivered five-year vision framework and organizational model including shifts in marketing, branding, and community relations strategies; also implemented a broad range of donation options to attract wealthy donors.> Reduced operating expenses 85%+ by divesting assets, implementing new technology strategy, and reducing staff.> Secured funding and developed new revenue streams necessary to stabilize and continue operations.

Executive responsibility for Strategy, Financial Management, Marketing, Commercial Leasing, India Center of Excellence, Product Management, Risk Management, Program Management Office, Technology and Business Development initiatives with eight product areas including Capital Markets and Investments, across four global banking businesses and with over $400MM annual revenue globally. • Reduced expenses 19% and increase capital spend 58% over three years by redefining strategy and vendor change to grow payments business.• Decreased allocated capital 12% while increasing business unit profitability 11% by leading changes focused on client profitability, allocated capital, organizational structure, business development and staffing efficiency.• Developed teams in multiple locations with turnover less than 5% during tenure.• Increased new business margins 6% in one year through process and tool redesign for business development in payments business.• Developed and implemented Center of Excellence in Bangalore India for financial analysis, risk management and marketing – Increased productivity 205%, reduced turnover to less than 2% annually vs company average > 15% over two year period.• Reduced $1.6B Commercial Leasing portfolio 75% and expenses 64% in two years through asset sales, staff reductions and new systems implementations• Cross sell pipeline for North America increased 9% in one year through organizational redesign and improved accountability for sale execution.
• Develop and support strategies achieving 10+% annual growth of Capital Markets and Investment products.• Increased digital activity and lead generation 16% over two years with digital strategy focused on customer solutions vs product descriptions• Reduced vendor and internal expenses 19% across 4 businesses through implementation of mobile technologies and contract negotiation.• Lead development of all reporting and presentations to Executive Management and Board of Directors.

Executive with increasing responsibility for cross sell initiatives, stakeholder communications, market research, reporting tools and staff development of expanded Institutional Banking group impacting four business segments and seven product groups in North America region.• Increased revenues 9% and new business pipeline 13% annually over four years by leading cross functional executive team to redefine and drive North American business development activities. Efforts impacted asset servicing, global fund services, institutional asset management, foreign exchange and capital markets.• Increased new business pipeline 12% over four years as a result of expanding technology sector support and commercial lending to Canadian subsidiaries of US companies.• Reduced quarterly reporting cycles 300% with improving accuracy by establishing data analytics function and automating business processes.• Increased employee engagement and satisfaction 18% over two years leading 10 teams through projects they identified to improve business culture.

Executive tasked with leading cross business and product group business development coordination, related marketing activities, stakeholder communications and staff development for three institutional banking businesses to drive growth in three North American business segments.• Grew new client acquisition 11% over two years from new strategies, cross segment coordination and investments in product knowledge and sales skills for staff.• Increased internal – external awareness of business, group and industry successes, challenges and opportunities by developing first stakeholder communications plan for the business.• Led development of staff training for over 150 FTE with leaders of three business segments and six product teams to implement staff training focused on skill development and product knowledge to drive business growth.

Responsible for client portfolio and business development in Western US. Manage over 30 relationships, selling asset servicing, asset management and capital markets.1. Grow client portfolio 9% annually2. Successfully managed $6B portfolio of credit commitments with zero credit losses.3. Participated in development of first multi currency investment capability for an institutional client.4. Grew assets under management by 3,800% to over $3B and custody assets by 21%.5. Generate $1.29MM in new business annually during tenure.6. Increase product penetration from average of 1.2 to 3.4 in client portfolio.

Consult with clients / prospects to evaluate and execute strategic change including financing, re-engineering, outsourcing and technology change for activities under CFO responsibility. 1. Completed 65 projects with clients (revenue size $500MM - $20B) across 12 industries. 2. Grew client portfolio 8% annually, never losing an existing client.3. Increased revenues 11% annually4. Developed financial model to assist clients / prospects evaluate funding alternatives for commercial paper and medium term notes.5. Gained support and capital investment for 3 new product line extensions developed as a result of market needs identified in consulting engagements.6. Participated in company's first electronic commerce market strategy leading to the development of first generation internet based reporting and transaction services.7. Recognized industry expert spoke at over 90 conferences and published 12 articles.