Member of the 9 person executive management committee of the US Product and Services group encompassing a staff of 800 and an operating budget of $200m in direct cost; group areas included banking products, managed accounts, financial planning, retirement services, insurance, transaction products, research, sales and marketing and segment management. • Headed up all aspects of strategic business analysis, process reengineering, mergers and acquisitions, financial reporting, administration, field and client communication, operations, legal, compliance, human resource management, and disaster recovery. • Coordinated and guided group-wide policy development in accordance with predefined strategic objectives.• Led in-depth business reviews addressing revenue growth, client needs, competitive positioning, and operational excellence.• Led integration efforts for 3 major acquisitions. Coordinated efforts in product mapping, and assessments of fee, revenue and transferability. Established guidelines and templates for all communication to clients and FAs.• Created communication plan and content, and speeches for the Head of P&S US and COO.

Created strategies, processes and technology solutions to enhance the firm’s ability to improve client experience, acquire new assets and increase Financial Advisor (FA) recruitment:• Raised the quality and consistency of interactions with clients and prospects by creating a Relationship Management platform designed to help Financial Advisors increase assets. Significant integration with firm-wide systems was required. Unified client contact information and dramatically improved stability and reliability.• Implemented management processes, call center technology, process improvements and training to ensure quality and excellence across 50 service groups.

Managed the product strategy, user satisfaction, application design, integration, development, and support of the following capabilities:• Centralized information repository that contained about 20,000 documents and involved 400 publishers. • Created a new Web-based Research Distribution System.• Devised a strategy to deliver multimedia content over the firm’s existing branch infrastructure.• Developed the ability to leverage screen scraping technology and data feeds to compile a consolidated portfolio report for the client including assets from UBS as well as other firms.Implemented a hybrid model of combining an external provider with a highly secure, in-house database, housing aggregated data fed directly from multiple vendors, for integration into Firm legacy systems and performance reporting engines.Created patent pending application to enable clients to electronically entitle third parties to view aggregated data in real time.

Created the business strategy, obtained funding and agreement from regional groups worldwide, evaluated and selected technology vendors, managed contract negotiations and partnership agreements, created a consulting service delivery infrastructure, and executed market rollout.• Successfully created a start-up business with a target five-year revenue of $1B USD. This business included a Customer Relationship Management solution and associated consulting services to enable financial institutions to better understand customer behavior, buying patterns, needs and wants, and profitability.

Managed a team of consultants to help financial services companies in redesigning business processes and establish strategic initiatives to drive market penetration, profitability and operational efficiency.