Matthew Faraone, Mba Email & Phone Number

United States

United States

Atlanta, Ga, Us

Walnut Creek, California, Us

Santa Clara, Ca, Us

As Head of Strategic Initiatives & Business Transformation, led an organization of 40 resources (15 FTEs, 25 consultants) to drive the strategy, planning, execution and governance of SVB Private’s $56M strategic growth portfolio. ·Worked closely with leadership to define business strategy, and to champion the transformation and regulatory compliance agendas·Drove organizational and strategic outcomes, ensuring alignment with SVB Private goals and OKRs; led efforts to achieve 12% year-over-year asset growth and 14% growth in revenue·Established the executive cadence to advise leadership on initiative level goals and objectives, drive business review and planning, define and track OKRs, provide delivery and financial updates, and enable decision makingo Built out and led the Portfolio Management organization and developed the governance frameworko Managed the $56M SVB Private portfolio budget, instituting financial controls and funding toll-gates·Partnered with risk, compliance, and legal to define the regulatory agenda, establish an executable regulatory change program·Engaged with Technology leadership as a solution and execution partner, driving agile delivery across the strategic initiatives·Advised business, product management and operations teams on business strategy and to ensure delivery of the full business case value·Established and managed Communications team·Led Program Management Office (PMO) and Change Management teams focused on planning, execution and business readiness·Created and led the Product Governance organization, focused on overseeing the product management framework; served as chairperson of the product committee·Business leader for the $1.2B acquisition of Boston Private. Led the integration strategy, planning and execution of the $200M program to integrate 300 systems, rationalize products, transition $16B in wealth, banking and lending assets across platforms and ensure business readiness

London, Uk, Gb

Senior-level advisory management consultant working with leading Fortune 500 financial services companies to solve business challenges, define strategy, and enable change leading to increased revenue, adherence to regulatory compliance, accelerated client acquisition and experience and improved competitive positioning•Member of the Wealth & Asset Management (W&AM) leadership team; responsible for defining target client strategy and offering, setting and tracking annual revenue goals and OKRs, talent development and acquisitionoHelped grow W&AM practice to $40M+ in annual revenue, a 58% CAGR over a three-year period•Led Capco’s Business Transformation vertical: Defined go-to-market offering, advised wealth management firms and vendors on business, post-merger integration, platform/product, operating model and outsourcing strategies•Provided end-to-end delivery oversight and leadership of consulting engagements, ranging from short-term strategy assessments to long-term implementations•Participated in wealth industry conferences and drove commercial partnerships with leading vendors and Fintech platforms such as Fidelity, Pershing, Broadridge, Unqork, InvestCloud, SS&C, FIS to establish a best of breed solution•Led several client accounts to develop and expand C-level relationships, drive commercial growth, ensure delivery control and serve as trusted advisor to clients. Select clients include:Broadridge: Developed account from infancy to become a $10M+ annual relationship; oversaw the delivery of multiple client implementations (UBS and RBC Wealth Management) UBS: Expanded existing client relationship and penetrated new areas of the organization, including Asset Management and Digital Wealth, resulting in $7M annually HSBC North America: Managed a team of 100 consultants across the U.S., generated annual sales of $40M while improving profit margins by 10%•Delivered over $30M in sales and revenue between 2018 and 2020, exceeding annual quota of $3M

London, Uk, Gb

•Managed the delivery of multiple large-scale initiatives, ensuring quality delivery, budget control and client satisfaction; Served as trusted advisor to clients, cultivating relationships and providing single point of escalation•Led business development activities to drive increased revenue opportunities and meet annual quota of $1M; Promoted to Managing Principal in 2016

Warren, Nj, Us

Senior management consultant driving strategy and delivery for top-tier financial services clients

Nashville, Tn, Us

Manager of 12 FTE (on and off-shore) within Investment Management Operations, accountable for performance, portfolio accounting and brokerage reporting of wealth management and institutional clients

Parsippany, Nj, Us

Fixed income broker responsible for acquiring and developing client relationships with HNW individuals

Executive Education - Securities Industry Institute (Sii)

M.B.A., Financial Management

Bachelor Of Science - Bs, Management

Continuing Professional Education

Continuing Professional Education