Leading Product Management Operations, Business Strategy and Execution, and Stakeholder Alignment to deliver a new industry-leading Wholesale Client Onboarding technology and process platform

Leading strategic initiatives and business execution across Product Management, Sales, Service, Strategy, and Risk Management, for the combined Global Payments and Treasury Management businesses

Led enterprise human capital initiatives and programs including operating model efficiency transformation and COVID-19 response priorities

Stood-up and led the Business Operations team within PVSI COO/Shared Services organization to deliver improved business outcomes through managing a portfolio of cross-functional programs, initiatives, and investments that increased growth, efficiency, product competitiveness, transparency, consistency, collaboration, and continuous improvement across PVSI’s lines of business (Digital, Innovation, Operations, Treasury Management, Credit Cards, Deposits, and Marketing)

As a member of Wells Fargo’s Corporate Strategy team, I led teams of strategists and partnered with the major lines of business to identify and develop strategies and recommendations in areas of critical interest to Wells Fargo senior executives and the Board of Directors. Examples include:● Creating a unified strategy that aligns consumer segments, strategic priorities, and investments across all consumer product lines and business units● Defining the strategic roadmap for accelerating digital sales across the enterprise’sconsumer businesses ● Forming the strategic approach to reducing Wells Fargo’s physical distribution network in light of changing customer preferences, current and emerging technologies, and opportunities for improved financial performance

Digital Startup offering an AI powered, decisioning data conductor for lenders. The Conductiv platform gets lenders the applicant data they are missing, enabling them to continuously improve lending accuracy and quality.

Transaction Banking Americas is a nearly $1 billion dollar revenue division made up of 600 employees spanning the U.S., Canada, Mexico, Brazil, Chile, and Argentina. This business line develops and markets technology and service solutions for the working capital management and asset servicing needs of businesses, financial institutions, and government clients, as well as manages the bank’s Digital Channels capability center.As the leader of the Strategic Planning team for Transaction Banking Americas, my responsibilities included: • Strategy Development • Mergers and Acquisitions• Organizational Design and Process Improvement• Market Expansion Evaluation• Competitive Assessments• Project Planning• Product Development Strategy and Investment Analysis

Director Responsible for Corporate Development, Capitalization, and M&ACTK is a cloud-based SaaS CRM and outcome management software provider to domestic and international non-profits and government agencies. As a board member with fiduciary responsibilities, I provided strategic leadership and oversight of the company’s financial decisions. During my time on the board, revenues increased over 400% due to a successful strategic transformation that pivoted to target a significantly larger market with greater cost efficiency and scalability. Without diluting shareholders, CTK utilized its profits to develop a new cloud-based product and retire its historical product, which required heavy implementation, customization, and maintenance for each client. The new product is now recognized as the industry leader, with triple digit annual growth and best-in-class retention rates.In June 2015, the company was successfully sold to the global private equity group Vista Equity Partners.

CAST (Center for Applied Strategy) is a boutique management consulting firm serving the financial services industry. As a Manager at CAST, I worked with senior client executives and led project teams in problem identification, strategy development, business case analysis, project planning, and implementation at large global and regional banks including Bank of New York Mellon, Wachovia/Wells Fargo, Union Bank, BMO Harris, U.S. Bank, and M&T Bank. The annual client benefit from these profit improvement initiatives exceeded $150 million. Additionally, I assisted clients with sales and customer channel strategy, merger integration, and regulatory compliance.