• Established Change Management Program for Western Alliance. Oversee and manage all enterprise level change efforts. Onboarded 40 certified Change Managers since 2021.• Vet all new business proposals by analysis of business opportunity and benefit to the bank. • Make monthly presentations to Heads of Divisions to gain consensus and approval• Manage allocations of resources and funding to support approved initiatives• Provide consultation to PMO to resolve issues and get projects back on track.• Guide Department Heads through the established governance process and position them for success.

• Worked with client to define critical spreadsheet standards. Developed and conducted training across the organization to implement new standards.• Created SR 16-11 gap analysis providing short term, intermediary and long-term recommendations for the Board of Directors.• Developed and provided project management of SR 16-11 deliverables over a 15-month timeframe.• Collaborated with Product Management Team to develop product development onboarding document.• Developed policy and procedure templates creating a unified standard of policy writing. Provided policy training for each department and provided recommendations to strengthen policy content.• Worked with Risk Management Executives to close audit findings and monitor progress.• Created presentations for the Board of Directors updating progress of risk mitigation projects across the organization.

Current responsibilities include oversight of Change Management team and management of operations for mutual fund shareholder and tax reporting.

Generated savings in excess of 20 million annually in transformation related savings. Targeted transformation initiatives included offshore/onshore functions, technology upgrades, process improvement and targeted Lean engagements.

Generated new revenue from new product and services introduced to mutual fund client base. Ensured new regulatory requirements are met at a product level. Headed new business onboarding team responsible for migrating accounting records onto State Street's accounting platform. Introduced new product and technology advancements at industry conferences such as ICI and NICSA

Head of accounting and custody operations for all of State Street Asia and New Zealand. Managed successful migration to local offices in Hong Kong, Tokyo and Singapore.