Primary strategist and business architect for sector-wide revenue generation initiatives, providing executive leadership, oversight and the management of banking services.• Conceptualized and developed all facets of the U.S. Bank collateral servicing business, including strategic planning and forecasting, risk management and compliance, technology development, vendor management, contract negotiations, business development, relationship management and full P&L responsibility.• As head of non-administration relationships for U.S. Bank Global Fund Services, developed and executed a go-to-market strategy for the sale and delivery of custody, collateral and liquidity services to fund accounting and administration clients.• As head of strategic relationship management for the Investment Services sector of U.S. Bank, led a sector-wide cross-selling initiative directed at targeted core client segments and with the primary objectives of increasing client product utilization and revenue growth.

Primary banker and relationship executive for franchise clients, responsible for the expansion of BNY Mellon’s client management platform.• Generated $77 million in new business wins from new and existing clients from 2008 - 2011. • Established 27 new client relationships for BNY Mellon from 2008-2011. • Managed 33 clients responsible for $80 million in annual run-rate revenue and with product utilization spanning 15 separate business services of BNY Mellon. • Developed a bank custody model allowing fund managers the ability to segregate unencumbered portfolio assets into bank custody accounts, thereby mitigating counterparty risk.• Pioneered the segregation and custody of independent amounts related to OTC derivatives transactions through 3rd party control arrangements with BNY Mellon.

Direct report of the CFO responsible for corporate acquisitions, vendor negotiations and company-wide revenue initiatives.• Managed a project office that delivered over $200 million in annual run-rate benefits.• Engineered 50 comprehensive diagnostic studies within the company’s execution services, private banking, custody, operations and technology, and corporate trust businesses.• Defined parameters and scope, obtained consensus, established financial targets, created tracking methodology, and managed the overall delivery of results for each project.• Presented program status and results during bi-weekly steering committee meetings with the CEO, President, CFO, and global heads of all major businesses.• Oversaw all facets of the acquisition process including deal identification and sourcing, financial modeling, due diligence, term-sheet and purchase agreement negotiation, and post-acquisition performance analysis.• Spearheaded the acquisition of businesses for integration into the asset management and brokerage segments of the company. Businesses acquired include commission recapture, transition management, electronic and floor brokerage, equity and fixed income asset management, and investment accounting.• Managed a 25-person deal team to ensure timely and accurate completion of all transaction activities