Responsible for the leadership and oversight of all West Coast activities for Boston Private, overseeing private banking, wealth management, trust, and commercial banking.

Acquired by Fifth Third Bank While CEO, I was accountable for driving the strategic vision of this FinTech company that entailed leading two successful rounds of capital raise, as well as recruiting/building and managing a cross-functional team, launching personal finance application, presenting at FinTech events, and leading corporate due diligence discussions that concluded with its acquisition 05/2018.

In this endeavor, I focused on developing a direct-to-consumer (D2C) list of potential clients/B2B relationships and participating in brand enhancing events, including auctions/fundraiser and community events to drive awareness and sales for this boutique wine-making business.

As Managing Director and Head of Private Wealth, I led the distribution of iShares ETF products/ services to leading broker deals, national/regional banks, and independent advisory firms spanning the U.S. by establishing/leveraging relationships. I also recruited/trained and managed the sales/distribution team of 200+ (direct/indirect reports), served as the Head of Retail/Institutional Distribution & Sales for Canadian iShares business, and was an appointed member of BlackRock Human Capital Committee.

My 17-year tenure with Citigroup, includes the acquisition of Smith Barney where I served as Vice President/Branch Manager from 1992 – 1996, Senior Vice President/Branch Manager from 1996 - 2001, and subsequently Executive Vice President/Regional Director (Citigroup/Smith Barney) in 2001 – 2006 . In the role of CEO from 2007 – 2009:I spearheaded the Private Banking business in both U.S. and Canada ($1 billion in revenue/1,500 FTEs/24 offices.Maintained accountability for strategy/operations/sales and compliance. Delivered wealth advisory services across asset management/lending/trust and estates/philanthropy and banking to diversify revenue streams while navigating and sustaining division through the global financial crises and challenging market cycles.Assumed additional responsibility for Trust & Lending for Citi Private Bank and Smith Barney, as well as Smith Barney Ultra High Net Worth Platform (Citi Family Office and Citi Capital Strategies – middle market investment bank) in 2008.• All of which culminated in:Increasing the profit margin 30% while maintaining $1 billion top-line revenue, significantly reducing costs and providing transparency to employees and clients through the most difficult financial environment since the great depression. Being 1 of 50 top leaders chosen to serve on Citigroup Management Committee. Proving instrumental in Citi earning recognition as Best Private Bank in U.S. for 2008 and 2009, by Euromoney Magazine.

In recognition for growing AUM more than 50%, revenue in excess of 45% and total number of FAs 20% while Executive Vice President and Regional Director for Citigroup/Smith Barney (2001 – 2006), I was promoted to Senior Executive vice President/Divisional Director for Citi International Wealth Group where I directed Citigroup’s worldwide (Canada/Australia/Hong Kong/Taiwan/Singapore/India/U.K. and Switzerland) wealth management offices (30) with $90 billion in AUM and $140 million in revenue.