Sontiq (pronounced Son-tick), a TransUnion company, is an intelligent identity security company arming businesses and consumers with a full range of award-winning identity and cyber monitoring solutions, as well as best-in-class restoration and response offerings. Sontiq products empower millions of customers and organizations to be less vulnerable to the financial and emotional consequences of identity theft and cybercrimes. Sontiq has an outstanding track record for delivering high-touch support and fraud remediation services, demonstrated through its 99% customer satisfaction ratings. www.sontiq.comWith Financial Institution Fraud Loss Avoidance at our core, Sontiq's ancillary solutions are created, tested, deployed, and proven to organically deliver value while innovatively differentiating your Bank/Credit Union versus peers. Our mutually beneficial partnerships: Increase Accountholder Acquisition & Retention, Drive Digital Adoption, Incentivize Mobile Engagement, Recognize Resources via Digital Channels, Reduces Call Center Volumes, and Fully Protects your Financial Institution & Accountholders.Combat ID Theft, Data Breaches, Account TakeOver & Cyberthreats targeting your Financial Institution & your Accountholders' Personally Identifiable Information ("PII").

Head of U.S. Business Development & Customer Success, Financial Services. NEORIS co-creates disruptive solutions for digitally aspirational Financial Services (“FS”) organizations that are proactively seeking ways to enhance customer experiences, from touch-points to journeys. At NEORIS, we value our FS clients’ strategic priorities by dissecting their pain-points and preparing them for the impending enterprise transformation that is reshaping the industry. We combine our deep industry knowledge of risk, compliance and regulatory challenges with our expertise in implementing Artificial Intelligence (Ai), Progamatic Machine Learning (ML), Augmented Human Intelligence, Predictive Analytics, Robotic Process Automation (RPA), Optical Character Recognition (OCR), intelligent Document Processing (IDP) as well as Intelligent Knowledge Graphs

• Manage top-tier clients on global scale, building and retaining relationships, optimizing new business opportunities, and providing strategic solutions in partnership with bank representatives, global insurers, broker- dealers, and investment managers across the world.• Generate product sales with franchise clients at various executive and senior management levels within market by working in close collaboration with enterprise-wide line of businesses.• Create and retained long-term client value by developing client specific sales strategies and solutions to align bank’s product and service capabilities, establishing client specific priorities.• Establish firm’s “client briefing memo” and “client account plan” documentation templates, providing method to prepare and “brief” Executive Committee members leading up to client meetings.• Conduct frequent and regular check-ins with assigned clients, ensuring continued satisfaction and strategic alignment with firm offerings, continually evaluating client needs, and ensuring sustained client engagement at highest level.• Co-led and on-boarded new “non-organic” business, guiding “client prospect, pre-pipeline, pipeline, mandate, closed-won” Salesforce CRM lifecycle.

• Obtained regulatory requirement approvals by serving as strategic management consultant for global investment banks focused on legal entity rationalization, operating model improvements, business / product strategy, and operational efficiency.• Facilitated initial public offering by designing and implementing strategic policy and procedure documentation for financial institutions, including line of business divestitures and simulation of liquidation strategy.• Reengineered collateral liquidation strategies in collaboration with Risk, Legal, and Compliance by synthesizing event of counterparty distress through default scenario.• Prioritized risk mitigation and offsetting of defaulted counterparty’s exposure via hedging strategies, trade repositioning, as well as delivery and settlement of collateral per regulatory ISDA / CSA agreements.

• Assigned risk-ratings and conducted annual credit assessments and portfolio reviews on third-party affiliates, managing Citi’s Corporate and Investment Banking credit portfolio and exposure.• Negotiated trading documentation and credit agreements as needed while partnering with Markets and Corporate Treasury, ensuring transactions were collateralized, and quantitative limits were allocated.• Monitored performance of portfolio companies against internally generated triggers, proactively identifying credit migration throughout life of loan and supporting workout team in taking remedial action when necessary.• Evaluated entire portfolio of bank and broker-dealer credit requests and established limits within risk systems to capture, calculate, and monitor aggregated credit exposure. • Completed Citigroup’s rigorous and mandatory 2-month formal Credit Training, Corporate Finance Training, and Financial Institution Analytics Training programs, taught by Barry Frohlinger.