--Responsible for the P&L of the Performance Optimization Program, advancing the tactical deployment of services across the customer base to drive revenue improvement for clients. Worked closely with sales organization around strategies to hit budget targets and ensure successful renewals of maturing contracts.--Developed a product roadmap detailing a new vision for the Program to better integrate with workflows across the client base. Provided direction across functional areas to develop an execution strategy and align resources to execute against roadmap, providing use cases and specifications for technology and content teams.

Performance Optimization Program--Led initiatives to capture new data sets, focusing on commercial deposits and treasury services. Created analytics to analyze these new datasets on a standalone basis and across product sets to understand identify revenue opportunities in the context of corporate relationship profitability in a banking environment.--Developed an analytic to produce a historical data set that can be used by banks for commercial loan valuation, to support pre-provision net revenue (PPNR) forecasting in CCAR and DFAST stress tests and to support asset-liability management, liquidity forecasting and capital planning.

Crafted investor presentation and recruited senior operations and development staff. Created prototypes and developed licensing agreements with third parties to craft commercial framework for the product Worked with lead investor to target potential investors, developing an extensive understanding of the angel and venture capital investing classes.

Global Product Services (February 2010 – July 2012)--Defined strategy for Global Product Services (GPS), a new organizational function across products aimed at building a more consistent product execution and delivery capability for the firm driven by customer feedback and the need to rationalize operational platforms and costs. Managed negotiations within each affected business unit to identify GPS staff and agree management structure.--Led operations of Fixed Income Data, an organization unit composed of 250 people across more than a dozen individual businesses and five locations. --Built consensus around direction for GPS teams across several key areas: operational strategies, process analysis and improvement, management and development of staff and culture, organizational structure, transparency and reporting, and the identification and definition of best practices. Coordinated and monitored progress across all businesses within GPS.

Established Markit’s presence in the global Mortgage-Backed and Asset-Backed Securities markets, building the company’s profile in new areas through product development initiatives, acquisitions and relationship building. Crafted company strategy for the global securitized markets, building a business of over 100 employees and $20 million.

--Directed the development and launch of new pricing, data, and analytic offerings for the company and secured mandates for synthetic index management. Represented company interests on issues relating to structured finance industry transparency and valuation across a range of market constituencies in the US and Europe.--Introduced market-first pricing offerings in European ABS and global ABCDS. Developed pricing frameworks and support for contributed pricing services across a range of dealers. Built client base of more than 100 institutions globally for Markit’s Structured Finance pricing services.--Secured the mandate and managed the launch of eight index products, ABX.HE, TABX.HE, CMBX, PrimeX, IOS, PO, MBX and TRX. Led the industry in establishing industry standards operational platforms and practices in index and single name synthetic markets, and built industry consensus on valuation analytics in support of index programs.

Worked closely with company president to build company presence in North America, building broad product expertise and representing the company on several fronts. As Markit’s first Product hire in North America, responsible for building a range of relationships and representing the company’s product lines.

--Led the development of a product offering to store information on collateralized debt obligations (CDOs) with the goals of facilitating client analytical and modeling efforts and promoting market transparency. Conducted research and interviewed an array of market participants to define the potential needs of the marketplace and potential sources of data. --Led new product development efforts of the first secondary market pricing service for loans. Cultivated broker-dealer and new client relationships and the set deadlines. Created a relational database capable of synthesizing information from multiple sources and ensuring timely and accurate delivery of market prices.--Developed an empirical pricing model to ensure comprehensive pricing on the leveraged loan universe, ensuring continuity of important company revenue stream. Researched market pricing dynamics using proprietary and third-party data sets, while soliciting and incorporating feedback from several institutional portfolio managers. --Led redesign and management of Goldman Sachs/LPC Liquid Leveraged Loan Index. Significantly expanded scope of the index program and created new industry and rating sub-indices to enhance analytic opportunities.

--Oversaw analysis and interpretation of extensive surveys on credit risk management and capital allocations at major banks. Met with chief credit risk officers and credit portfolio managers to synthesize responses and highlight best practices and innovative approaches to managing credit risk.--Named Associate Editor of Gold Sheets Middle Market after conducting quantitative and qualitative research exploring several topics on pricing trends, structural issues, performance pricing, risk-adjusted returns, and asset-liability management.

Generated qualified leads through persistent canvassing efforts. Built productive client relationships through the establishment of investment plans based upon extensive research and strong knowledge of financial products.