Strategy Lead for Consumer and Small Business Banking segment, a $5.5B revenue business serving 13M clients across both regional and national business lines.

Led enterprise-wide function to drive implementation of ACI's new 5-year strategic plan, optimize performance management practices, and serve as primary change agent for a ~$1.4B business.

• Product leader driving execution of strategic capabilities for a $700M business line• Partner with Sales and Product leaders across various business lines to identify, evaluate and deliver client-facing solutions• Monitor external industry and macro trends to detect emerging business models and assess impact to business portfolio• Develop frameworks to manage and prioritize a portfolio of product development efforts aimed at new revenue growth• Lead strategic assessment and delivery of cross-business-line new product initiatives• Evaluate opportunities to leverage emerging technology (AI; Blockchain) to create innovative payment capabilities

• Support C-suite and business leaders in the development, documentation and execution against multi-year strategic plans. • Establish corporate governance routines to support executive preparation and review of Board of Directors materials. • Develop and communicate internal strategic planning methodology and timelines. • Partner with business line and functional leaders to evaluate strategic opportunities and articulate strategic goals/objectives. • Lead business consulting efforts with internal leaders to develop growth strategies.

• Strategic Program Manager responsible for leading the collaboration of diverse stakeholder groups and 3rd party vendors in delivering large-scale and strategic business initiatives • Map detailed execution tactics to strategic objectives to drive understanding and action from key stakeholders• Author and present strategic concepts to senior leaders for executive buy-in

• Project Manager responsible for delivering transformation initiatives focused on improving Corporate Treasury funding operations and liquidity management tools and processes• Directed multiple concurrent global projects, managing a team of 5 direct reports• Presented process and technology based solutions to senior Operations and Treasury executives to secure consensus• Partnered with various product teams (Derivatives; Commodities; Corp. Banking) to improve cash flow forecasting• Served on Americas Operations People Committee, refining effectiveness of employee recognition programs

Manage projects of varying size and scope in the Systems Development Life Cycle space, relating to renovation of Corporate Action processing, from initiation through deployment, engaging global stakeholders across various divisions within Firm, and coordinating with technology initiatives across multiple teams• Led cross-functional project teams tasked with enhancing business value for various internal stakeholder groups, including: Global Operations, Finance, Prime Brokerage, Sales & Trading• Led effort to design and implement Accrual Renovation; streamlining front office vs. back office risk reconciliations• Delivered $3MM risk/efficiency savings on $4MM investment to improve Dividend P&L accounting • One of 50 employees across the bank nominated to participate in MS Strategy Challenge, providing pro-bono strategy consulting to local non-profits

Played integral role in delivering successful change management initiatives through gathering and defining of business requirements; planning, managing and executing testing / quality control measures; and identification of process improvement opportunities.

Execute various financial operations functions for instutional clients, speciifcally in asset servicing realm (allocate dividends; manage client instructions for corporate reorganizations; etc...). Supervised small staff of processing analysts.

Research and validate global corporate action market data to relay sensitive information to various firm business units; assist in troubleshooting and resolution of dataflow problems across several different firm applications