As the Head of Process and Operational Excellence Practice, I focus on helping clients with the most complex challenges in cross-functional and cross-industry process improvements and reengineering efforts. My focus is on:• Process Design and Reengineering • Controls Management• Process Governance & Monitoring• Process Documentation, Procedures & Policies• Tooling & Process Automation• Training & UpskillingAdditionally, I work with Banks and FinTech clients on Digital Transformation efforts, Core Banking Migration initiatives, and Banking-as-a-Service (Baas) initiatives.

As a Senior Vice President of Business Strategy, I served as a Program Manager for a Commercial Lending Process Improvement Initiative focused on revitalizing the Bank's front-to-back lending processes. I also Monitored Strategic Business Transformation Initiatives across Private Banking, Operations, Capital Management, and Corporate Lending groups. Lastly, I led Business Transformation as part of a multi-year Core Banking System migration project.Some key achievements in this role include:• Slash account opening times by 30% through a strong business reengineering effort.• Drive strategy for a successful launch of an Enterprise Data Strategy Program.• Spearhead the IDB Capital's Custody Consolidation project and migration to a new custodian.

Artificial Intelligence and Robotic Process Automation Lead• Responsible for sales and delivery of Artificial Intelligence and Robotic Process Automation Solutions for KPMG Advisory Clients across multiple industries, inclusive of client relationship and team collaboration.• Stood up an Intelligent Automation Center of Excellence for an industry leading software vendor.• Prepared Artificial Intelligence Automation target operating model for a large American health insurance company.• Led successful implementations and proposals of Digital Assistant Artificial Intelligence solutions for Financial Services, Insurance and Home Goods companies.

Audit Cognitive Technologies Innovation Program Lead.• Responsible for implementation of Cognitive Solutions for KPMG Audit Practice. Managing the effort of implementing Commercial Mortgage Loan Audit platform. Leading Audit Cognitive Technology implementation. Working with Audit leadership on transforming Audit process.• Led the successful implementation of multiple AI solutions into KPMG processes.• Speaker for KPMG Intelligent Automation strategy at IBM Think Conference; Financial Reporting Issues Conference.

Focus on Regulatory and Compliance initiatives. • Dodd-Frank Volcker Rule – Ran Global PMO for Volcker Rule Program at an international investment bank, covering analysis and implementation efforts across 14 countries with successful completion of Volcker Rule implementation in under 9 months. • Intermediary Holding Company - Managed Compliance workstream, as part of effort to comply with intermediary holding company regulation. Successfully deployed new set of policies and procedures, as well as, a new reporting package to the IHC Board.• Program Director for an Embedded Value initiative at a large insurance corporation.

Global Head of Wipro Collateral Management Practice with focus on Strategy, Target Operating Model and Technology Platform Implementations.• Established Collateral Practice market presence• Leading sales, marketing and delivery efforts• Formed foundation for future engagements• Developed a team of core subject matter experts• Conducted firm wide training sessions• Established strategic vendor partnerships

Global Head of Change for Collateral Management, Operational Risk and Control and Regulatory Supervision. Established a new Change Management team and delivered a number of transformation programs across several areas. Key technology and process improvement strategist to Global Head of Collateral Management and Valuations. Managed annual budget in excess of 15 Million Euros. • Delivered Strategic Collateral Management Platform (dbMargin) in an unprecedented time frame and enabled 97% STP rates• Streamlined project management methodology to achieve 20% increase in efficiency• Nurtured excellent business relationships between Business and Technology teams, resulting in a cohesive and efficient delivery capability• Transitioned significant portion of the team to near shore and offshore locations and achieved in excess of 40% cost savings• Established Deutsche Bank Volker Rule project team, focusing on Client Facing Metrics• Created firm wide Operations Control Metrics delivery strategy• Launched Deutsche Bank’s Strategic Connectivity Program while working in cooperation with various industry participants to ensure strategic alignment.• Successfully delivered new Client Valuations Platform, resulting in achieving highest scores on Z/Yen Client Satisfaction survey• Conducted training and Town Hall presentations to streamline global Project Management Capabilities

Global Head of Change for Client Valuations. Strategy partner for Goldman Sachs Client Valuations and Collateral Management.• Delivered Strategic Client Valuations Platform, resulting in 70% increase in automation• Cultivated strong internal relationships with Technology, Compliance and Legal partners• Created new valuation offerings for clients• Reduced legal risk to the firm through implementing new valuation controls• Delivered, on-time and on-budget, multiple projects through improvements to project management methodology

US Head of Change for Capital Markets Product Control. Liaison between Product Control and Finance Technology.• Created Strategic Vision for P&L production transformation process• Delivered Derivatives Price Testing platform, resulting in automation across multiple asset classes• Created compliance reporting and controls platform for enhanced SOX compliance• Wrote Business Requirements and Functional Requirements for P&L adjustments approval application

Asia Head of Wealth Management Projects, located in Tokyo, and US Core Custody Project Services lead. Responsible for multi-year Wealth Management Transformational Program in Japan, involving platform roll-out (AMS/AMR) and process improvement efforts. • Established new Project Management team in Japan• Delivered Goldman Sachs International first ever web-based offering for Wealth Management clients in Asia• Through key technology deployments, reduced sales support manual efforts by over 30%• Implemented first automated bi-lingual (Japanese/English) portfolio reporting platform for Wealth Management clients in Japan• Directed trade flows re-engineering for GS Swiss Bank in-sourcing project, which ultimately resulted in reducing complexity and enabling integration of GS Swiss Bank with Global platforms• Conducted Risk Assessments and Global Alignments reviews on Asia projects• Conducted training sessions on Change Management Best Practices• Established Project Governance framework