Securities Services Management Team leader responsible for a multi-billion dollar revenue management function encompassing pricing strategy, client deal pricing, revenue optimization, product commercialization, billing strategy and operations. JPMorgan Securities Services is a Top 3 global provider of custody, fund services, alternatives servicing, trading services and data solutions to the world’s largest asset owners and asset managers• Lead a multi-year transformation of the multi-billion dollar revenue lifecycle for the Securities Services business, encompassing front-to-back operations, processes, policies and infrastructure• Delivered over $150M in earnings impact with a reoccurring and growing revenue stream, while maintaining positive operating leverage and reducing operating loss events by 80%• Introduced new product infrastructure and BAU capabilities to ensure continuous progress and meet evolving business needs

• Led $2.3B post merger integration of PNC Global Investment Services into BNY Mellon• Delivered well over $400M in incremental new earnings impact for BNY Mellon’s external investor commitments• Created the Business Transformation practice for BNY Mellon’s Investment Services Businesses to sustain revenue accelerating activities encompassing pricing, cross selling, product commercialization and revenue management.

• 40 Act Fund Board member with expertise in fund compliance, investment operations and fund administration

• SVP, Managing Director; Global Head of Custody and Securities FinanceProduct P&L owner with direct responsibility for client acquisition and management, front and back office staff, and supporting technology function• Grew revenues from $70M to $130M • Led business through the 2008 Financial Crisis: provided liquidity and solvency to some of the world’s largest money market funds; successfully unwound PNC’s Lehman Brothers exposures • Served on the PNC Bank Senior Leadership Committees; successfully advocated for DEI efforts including the establishment of same-sex partner health benefits• Lead as part of Executive Team the sale of PNC Global Investment Services to BNYMellon

Director of Corporate Development, Prudential International Investments• Sourced and executed investment company acquisitions and joint ventures in Europe and East AsiaCompleted rotational programs in Finance, Investment Analysis, and Human Resources