Manage and run an operations team of 900 direct/matrix staff that drives Citi Global Wealth Management in Americas region across banking, lending, securities, capital markets, advisory, and trust products. Oversee transaction processing, asset servicing, account opening and client reporting. Global responsibility for client reporting➜ Created and lead the global Operations Transformation function to drive the organization in reengineering processes, increasing automation, and reducing manual touchpoints. Achieved a 41% reduction in manual touchpoints delivering enhanced client service with reduced risk.➜ Responsible for seamless processing of 10k transactions daily including funds transfers, equities, fixed income, FX, derivatives, alternative investments and advisory products. Established and manage key performance indicators to monitor service delivery levels and mitigate risk

Manage and run middle office, operations and technology team that drives Citi Private Bank’s wealth management in the Americas region across banking, securities, capital markets, advisory and trust products for ultra-high net worth clients. Oversee transaction processing, regional application development, and production support with an annual budget of $50MM. ➜ Direct and lead a team of 9 executives located in USA, Bahamas, Switzerland and India with a total organization strength of 1,500 employees and consultants➜ Digitized end to end margin loan process from application to approval for clients and bankers eliminating 400+ manual inputs and reducing cycle time from days to hours.➜ Drive delivery and maintenance of Private Bank systems focusing on creating innovative client solutions in a collaborative and agile manner. Build agile systems with reduced manual touch points to provide seamless transaction delivery for clients in different geographies

Maintain dual role as regional operations head for North America (NA) and Latin America (LATAM), and global position for client reporting. Oversee transaction processing, asset servicing, reconciliation, and client reporting for Private Bank offering, including securities, banking, trust funds, alternatives investments, foreign exchange, OTC derivatives, and managed accounts.➜ Researched, analyzed and interviewed vendors; negotiated contract with new vendor to successfully convert 16,000 accounts to a new trust accounting and custody platform, saving $1.5M annually➜ Established a Citi captive (100 employees) in Chennai India in-sourcing functions from a third party provider and relocating non-client facing functions from New York to significantly improve service levels for internal clients and reduce costs by $3MM➜ Implemented a client reporting issue tracking mechanism globally that led to over 90% decreases in data quality defects➜ Created a client re-engineering function resulting in detailed root cause analysis and the implementation of 70+ system enhancements and 13 automated performance validation checks

Led ongoing operations for securities, banking, capital markets, and reconciliation for Americas client reporting comprised of 206 staff, an annual budget of $31.9M, and assets under custody of $75B+. Managed 6 staff and grew team to address services standards and operations issues.➜ Added value as member of selection committee that resulted in Citi’s transition to Pershing as clearing broker and managed account platform.➜ Implemented alternative investment platform to perform capital balance accounting for private equity, real estate and hedge funds, which resulted in enhanced and accurate client reporting. ➜ Identified and migrated non-core functions to offshore 3rd party provider, saving $2M annually. Oversaw legal and regulatory matters, and managed function post transition.

Incorporated securities processing, settlements, third party mutual fund execution, fund processing, securities pricing corporate action, income distribution and cash disbursements into Americas securities operations. Implemented standardized key risk indicators (KRIs) and risk & control self-assessment (RCSA).

Managed EMEA securities processing function, incorporating equity & bond middle office, processing, settlements and global custody. Strengthened control environment, increased automation, and improved quality.Additional Positions:Project Management, Independent Control [1997-1999]; Citi Global Relationship Bank, London – FX Investigations, Treasury Operations (1996-1997); Citi Private Bank, Switzerland – Independent Control Unit (1995-1996); Trainex, Budapest, Hungary (1994-1995)