Kyle Mooney Email and Phone Number

Fourth person hired to the West Monroe Banking Practice, focused on serving community and regional banks as well as national insurance companies. Worked with financial services leaders on distribution strategy, enterprise information management, and mergers and acquisitions integrations.Achievements of note...• Led the initiative to test the feasibility of a new distribution strategy aimed at reclaiming share lost to digital competitors at a top 5 insurance company. Included were impacts to the captive agent channel, call center, and digital channels. Analysis revealed multiple risks in the planned strategy which led to a new strategic approach.• Managed the design, development and delivery of a business planning and financial modeling tool used by 3,800 exclusive agents at a top 5 insurance company.• Managed 25 person loan portfolio review team for a regional bank holding company. The team reviewed and standardized loan data for 15 separately chartered banks in order to allow for holding company level reporting. The team reviewed and effectively standardized more than 28,000 loans.• Founded and managed the West Monroe Partners Small Business and Middle Market Banking Practices Survey. Survey collected quantitative and qualitative customer information on product usage, channel usage, customer satisfaction, fees, transaction volumes, and balances.

Joined the firm as an associate in 2006 and promoted to lead associate in 2007. Was focused on serving financial services clients in the United States, and the UK. Working with leaders at both national and global financial institutions to optimize operations and generate revenue using analytical methods. Gained subject matter expertise in customer and product profitability, sales goal setting, process improvement, pricing strategy, and global technology transformation.Achievements of note...• Established branch level goals for a top-10 US bank by creating models which assess fair share of trade area potential based on peer analysis, regional position analysis, and micro-market network equity effect.• Led the design, development and delivery of customer and product profitability tool for a top 5 global information services company. • Developed business case, risk assessment and implementation plans for a leading global bank in order to re-platform derivatives transactions. • Drove the convergence of global program management processes, technology, and support across eight business units. Benefits exceeded 30% of program management resource and technology expenditure.

Selected to join rotating internship program in Sunnyvale California. Was focused on gathering competitive intelligence on capacities, capabilities and financial performance of competitor facilities in order to effectively establish “price-to-win” solutions for multi-million dollar programs. Also designed production control kits used in the assembly of classified electro-optical defense laser.