Payments domain expertise. Market, Client, and Practice development.Payments Platform Modernization Panel Moderator - Payments Canada Summit 2024

Client: Wells FargoProgram: Deposit Ops/Debit Card Technology Platform Services and App Dev Transition Teams; Operationalize Platform Services Office Governance, Routines, and Processes Client: Toronto DominionProgram: Global Wires Platform Transformation – Integration Lead: Channels, Core Banking, Downstream Integration PartnersClient: Ally BankProgram: New Line of Credit Product Launch – Product Construct, Operations, & ServicingClient: SantanderProgram: Commercial Card Platform Conversion Discovery & PlanningClient: PNC BankProgram: High Net Worth Credit Card Product Rollout – Operational ReadinessClient: PNC BankProgram: Securities Based Lending Product Delivery – Operational Readiness (Pledged Asset, Security Lending, Leveraged Assets) • Designed Security Based Lending Operational Readiness model • Defined Governance structure for Agile product build • Lead of workstream owners and support functions (Operational Readiness) • Identified and recommended accelerators for client product delivery (Story creation/Requirements and Position Papers on Legal & Regulatory decisions) • Assisted with the definition and affirmation of product pricing, Financial Advisor compensation model, and Pilot/Go-To-Market approach)Client: City National BankProgram: Credit Card Operations Assessment • Consumer and Commercial card operations assessment • Readiness evaluation for 3x strategic growth plan • Processor platform conversion; bifurcation to multi-platform environment (TS1 & TS2) – Operations process redesign, organizational design, and strategic initiative recommendations roadmap

Client: Capital One – Commercial Card UnderwritingBusiness Process Offshore (BPO) Transition – De-Risking Lead - Chennai, Tamil Nadu, India • Transition liaison for de-risking business process offshoring between onshore client operations and outsourced business operations teams offshore (Chennai, Tamil Nadu, India). • Contributing and designing strategic plans for Knowledge Transfer, Incubator Process Testing, and Go-live transition phases. • Recommending and implementing risk mitigation plans for both onshore and offshore resource impacts; including, accelerated training, extending test phases/plans, and managing transition project manager team. • These responsibilities also included process design, validation, quality metric definitions, individual performance assessment tools, and Salesforce workflow management implementation.Client: Synchrony FinancialEngagement and Solution Definition Lead for Technology Revitalization & Settlement Process Review – Lead BRD development team, RFP compilation, & response evaluation scorecard delivery. Develop vendor shortlist and review credentials to qualify opportunities and present vendor recommendations

Engagement Manager, Client Managing Consultant – Financial Services: Payments & OperationsAtlanta, GeorgiaCard/Payments Practice Leader – Areas include: Platform Assessment Area of Focus – Chair & Practice Lead Consumer Credit Card – Chair & Practice Lead Rewards & Loyalty – Chair & Practice LeadClient: Top Global Banks - New Accounts & Client DevelopmentProgram: Engagement and Solution Definition Lead for new and target accounts – Lead RFP response, staffing plans, fees and expense models, role description and alignment, and go-to-market readiness with onshore/offshore resources; Program Director as required. Organize, lead, and conduct introductory client meetings. Review credentials and qualify opportunities and present client RFP responsesClient: Truist – Treasury Payment Solutions – Commercial Banking / Lending Program: Online Treasury Management servicing tool conversion/migrationClient: PNC Bank – Retail Assets Group – Rewards Portfolio Platform ReviewProgram: Rewards vendor selection and platform conversion AdvisorClient PNC Bank – Retail Assets Group – Payments Processing TransformationProgram: Program Engagement Manager & Business ArchitectClient: PNC Bank – Card Platform & Assets Leadership – Conversion Readiness AssessmentProgram: Program Engagement Manager, Business Architect, & Assessment LeaderClient: PNC Bank – Retail Assets Group – Payments Platform Assessment, Evaluation, SelectionProgram: Program Engagement Manager & Business ArchitectClient: JP Morgan Chase – Commercial CardProgram: Commercial Card Processor Evaluation - Client Engagement Manager Client: Citigroup – Engagement ManagerProgram 1: Strategic Initiatives Consultant – Drive for Five (MM): Hidden IT Cost Saves ReviewProgram 2: Delivery Manager: Continuance of Business / Single Site Conversion

Principal Consultant – Financial Services: Banking & PaymentsClient: J.P. Morgan Chase & Company, Chase Private Bank / Chase Private ClientLocation(s): New York, New YorkChase Private Client / Private Bank client account conversionRole: Conversion Lead• Oversees business and technology readiness • Developed post-implementation operating model• Managed all conversion execution schedules• Authored and published the Conversion Playbook

• Technology & Operations Track Lead for U.S. product rollout and business critical work streams, including: Billing, Boarding, Implementations, Disputes, Settlement, Operational Compliance, Systems Compliance, Legal, Reporting, Terminal Development, Key & Token Management, and Pilot Planning.• Oversight of all mission critical PMO deliverables, including: Dashboards, Issues Management, Workplans, Process Maps, and Testing deliverables.• Conceptualized and managed development teams for Merchant Systems Roadmap database, Requirements Traceability PMO database, and PMO In A Box solution.• Managed overall timelines and delivery prioritization.• Consistent C-Level engagement, contributor to sales solution presentations, and exemplary consulting skills to drive client satisfaction.• Technology & Operations Track Lead for Global / International strategic planning & implementation of TransArmor. • Finalist: 2010 EMC Global Presidents Award Program Team (May 2010)• Managed business relationships to broker business development opportunities / sales goals (May 2010)• Designated Technology & Operations Track Leader for Global Product Development, U.K., Ireland, EMEA.• Product PMO Manager for key First Data TransArmor initiatives, including: Legacy Data Conversion, R-Token, Verifone Conversion, TransArmor on South Backend.

10/2004 - 12/2008 Citi / Citigroup - The Home Depot Partnership - Atlanta/Georgia 4/2007 - 12/2008 Director, Analytics & Reporting (Business Intelligence) • Managing a team of 8 Program Managers (Analysts, Developers, Project Managers) for all reporting requests. Key skills utilized by department include: PC SAS v8, UNIX SAS v9, SAS Enterprise Guide v4, MS Access, MS Excel, MS Power Point, Exceed, and Cognos Report Net 10/2004 - 4/2007 Vice President & Sr. Manager, Business Engineering · Program Manager for Home Deport Rewards MasterCard Rewards Network Conversion from ESC to Citi ThankYou network. · Program Manager for Home Deport Rewards MasterCard Product Launch (FDR processing). · Program Leader: Drive National Launch Execution, Business Command Center, Program Issue Review & Management. · Integrate with Citi Cards Operations and Technology to ensure consistent communication, direction, and delivery of system and process improvements.

7/2001 - 10/2004 Bank of America - Transactions Service Change Management - Atlanta/Georiga 9/2003 - 10/2004 AVP, Change Manager - Northeast Expansion Project (Fleet Bank Merger Team) 11/2002 - 9/2003 AVP, Change Manager - Film and Image Fulfillment Business Design Project (Six Sigma Green Belt) 7/2002 - 10/2002 AVP, Change Manager - Consumer Check Safekeeping (Define/Measure/Analyze/Improve/Control) 1/2002 - 7/2002 AVP, Change Manager - Transaction Service Project Management 7/2001 - 1/2002 AVP, Change Manager - Enterprise Check Imaging – ImageView Delivery Release Manager

9/1998 - 7/2001 Senior Consultant - Accenture - Atlanta/Georgia Cingular Wireless - Accouting Services Process Team - BellSouth/SBC Merger & Acquisition United Parcel Service HUB 2000 Requirements Management Team - UPS – SDF International Air Hub, Louisville, Kentucky United Parcel Service HUB 2000 Program Office, United Parcel Service, Atlanta/Georgia - Experienced Consultant, Program Management Team 9/1999 - 2/1999 Staff Consultant - Accenture - Atlanta

Bus. Analyst II / Project Analyst - Wachovia Bank, N.A.- Atlanta/Georgia

Technical Communicator II Total System Services, Inc. - Columbus/Georgia