Manage Business, Program and Change functions to provide oversight of Human Capital Management's financial resources and strategic pursuits through the interconnected enablement of Run-the-Bank and Change-the-Bank analysis, administration, facilitation and controls

Enabled the organization to effectively deal with a broad landscape of risks and threats which may impact the Firm, from cyber and fraud, to technology incidents, weather events, natural disasters, geopolitical unrest, and such low-probability but high-impact events as terrorist attacks or pandemics.• Managed $50M+ budget for ~200 personnel to support Firm readiness, response and recovery teams in fast-moving and complex threat landscape• Worked with Finance and procurement teams to secure 3rd party solutions such as the Firm’s entirely new business continuity platform, the team’s project management tool for disaster recovery testing, and consultation to assist in tabletop exercises for example• Developed and maintain a balanced scorecard to understand mission performance against leadership intent. Co-developing Firmwide Resilience Metrics to assess and track Firm resilience, creating a feedback loop with resilience professionals and stakeholders to inform mission effectiveness• Oversaw and maintained CDRR’s program and project portfolio (~$500M assigned to the activity of 3,000+ personnel) and its alignment to the division strategy. Provide regular reporting and executive committee updates• Global co-lead for the Technology and Operations Recognize and Champion (REACH) diversity mentorship program, member of the Firm’s Diversity and Inclusion (D&I) Council, co-lead for the Technology D&I Awards

• Managed 25% growth in financial and personnel needs for the new Fusion operating model, while maintaining budget parameters.• Created new missions for functional pillars, developed new branding and content, and a client engagement strategy, revamped internal web presence, and enhanced information management by migrating team to new shared drives and messaging platforms• Co-led the development of the COVID Dashboard (2020 winner of Tech Excellence award), a dynamic visualization that tracks a basket of major COVID metrics and generates a composite score assisting in the Firm’s approach to global office utilization• Developed 3-year Fusion Strategy stressing agility and versatility for an always changing and increasingly complex threat landscape • Founded the Fusion Culture Club, D&I Council, Core Principles and a virtual award program in order to create a center of gravity around team culture, provide a common identity and cohesive ecosystem, and cultivate team values like equity and inclusion• Led speaker series for Global Operations Diversity Program hosting guest speakers such as John Amaechi and Michele Meyer-Shipp

Headed strategic efforts to enhance the Firm’s Business Continuity program in anticipation of increased scrutiny from regulators. Subsequently co-led the effort to bring Business Continuity, Global Intelligence, Disaster Recovery Testing, Cyber Event Management, Technology Response, and Crisis Management together into one Fusion Resilience Center.• Overhauled Firm’s Business Continuity platform with over 2000 plans and began the process to implement a 3rd party replacement • Developed a Business Continuity Awareness Week including a Firmwide Training on Business Continuity. Established recovery essential personnel training, readiness assessments and incident playbooks to increase client engagement and enhance Firm resilience• Developed 24 working groups to facilitate the organizational transformation and derive a new operating model to strategically integrate all of the resilience functions to create a 5-tenet operating model of Understand, Prepare, Respond, Recover, Learn

Developed strategic growth initiatives for Financial Services and Marketing Services of Harland Clarke Holdings portfolio. Managed market research, product development, partnerships, and acquisition targeting while building broad consensus around strategic direction.• Supported over 30 acquisitions with market landscape analysis, target identification, valuation, business reviews, and due diligence, including those for Clipper, RetailMeNot, and MaxPoint, adding over $600,000,000 in incremental revenue• Built strategic partnerships, including those with Cunexus, CSP, and LockPath, driving increased profitability• Developed strategies and solutions specific to small businesses, financial institutions, and underbanked markets, such as an SMB services digital platform, an FI chatbot, and an alternative financial service digital platform

Managed Merchant Services’ pricing economics, strategy, and integrity to deepen engagement and grow business in the Regional Client Group consisting of ~10,000 merchants valued at $150,000,000,000 in annual charge volume (CV)• Led the P&L for merchant pricing as well as annual forecasting, rate adjustments, new pricing and dispute resolution• Directed the 2015 pricing and fee initiatives, and emerging market strategies, with over $100M in revenue opportunity• Developed the “Partnership Project” to enhance pricing acumen of sales team for more effective client engagement

• Created new interchange pricing models for rent payment acceptance, and worked extensively with Business Development to sign RentMoola, PayLease, RentTrack, and more for a $270M opportunity in incremental CV• Created innovative pricing to expand two of the largest growth areas - B2B and online revenue, while developing incentives to counter two of the largest pain points - online fraud and data collection from Payment Service Providers• Developed the Digital Marketing Credits program saving the company millions in merchant incentive payments

• Supported negotiations (Sears, Target, Best Buy, Home Depot, Office Depot), new partnership opportunities (shopping malls), and initiatives to increase Amex CV, industry share, and fee revenue, opening over $650M in CV opportunities • Directed the creation of the Amex InsightCenter™ digital dashboard for consumer analytics, providing industry and consumer data in an intuitive interface to enhance sales team knowledge and promote thought leadership with clients• Developed a new consumer reward program and digital platform utilizing extensive research in gaming and behavioral science to enhance the customer feedback loop and deepen consumer engagement to increase retail card use

Managed strategic initiatives, including feasibility and financial analysis, product development (including trademarks and patents), marketing, and production with in-house engineers and international suppliers• Created HomeWise™ sub-brand to bridge existing product line for merchandise expansion and sell-in to Lowe’s• Managed product development for cushioned grab bar, color touch-screen thermostat, and partnership with Apple Inc.• Directed 2010 website redesign and launch campaign that increased online sales 50% in first year

With 3 partners and $750K in seed funding, built a multi-million dollar apparel brand, with coast-to-coast US distribution• Designed and branded all merchandise, packaging, sales material, multimedia advertising, and public relations kits• Developed national sales and trade show strategies, and e-commerce website, leading to a 70% online share of sales• Coordinated product development, production, and financing negotiations, enabling WAX to manufacture, package, and handle products through global relationships in China, Thailand, India, Turkey, Canada, and the EU