• Established and currently lead the Financial Services and Insurance Technology practice within NTT Data. The FSI Technology Practice serves the top financial institutions across the US and abroad, including 15 of the top 20 banks in the US. The practice serves our customers by providing technology advisory and delivery capabilities that are highly contextualized to the industry and the individual client.• Engaged with over 40 clients in the creation and maturity of their robotic process and automation capabilities. Working with clients to create operating and delivery models, tool selection, process assessment, automation roadmap and business case, and delivery of automation solutions. These solutions include RPA, Data Ingestion, Cognitive, AI, and others.• A subset of engagements include:o Application portfolio management and rationalization (APM/R) initiatives with 3 of the top 10 financial institutions in the US. These engagements helped the client better understand the portfolio viability and alignment to business capabilities, with rationalization, efficiency, and roadmaps to deliver the results.o Platform selection and integration initiatives, assessing industry and internal solutions, across Mortgage Originations, Retail Banking, Specialized Lending, and others.o Center of Excellence build-out and managed services delivery across a number of competencies, including RPA/automation, business process management, architecture, and process analysis and optimization.o Full technology implications of merger/acquisition/divestiture initiatives across multiple clients.o Platform integration efforts at multiple clients utilizing FileNet ECM tools, multiple middleware platforms using IBM/Tibco/proprietary tools, and business process management/workflow platforms.o IT transformation and governance activities across multiple clients involving organizational alignment and outsourcing / reclamation initiatives.

Technology Consulting Practice Lead - Senior Manager. Established and currently lead the Technology Consulting practice within CG. CG is a consultancy that solely serves the financial services industry, with 7 of the top 10 banks in the US within its client base. The technology practice combines advisory and delivery competencies, and has over 150 resources.Led the effort to increase the technology advisory capabilities of the company. Through this strategic hiring effort, CG was able to acquire/grow the resources necessary to serve our customers across their business areas (i.e.: Retail Banking/Lending, Commercial, Brokerage, Insurance, etc.).Personal engagements include:o Application portfolio management and rationalization initiatives with 3 of the top 10 financial institutions in the US. These engagements helped the client better understand the portfolio viability and alignment to business capabilities, with rationalization, efficiency, and roadmaps created to deliver the results.o Platform selection and integration initiatives, assessing industry and internal solutions, across Mortgage Originations, Retail Banking, Specialized Lending, and others.o Managed service delivery / shared service build-out across a number of competencies, including architecture, business and systems analysis, and technology project and delivery management.o Full technology implications of merger/acquisition/divestiture initiatives across multiple clients.o Platform integration efforts at multiple clients utilizing FileNet ECM tools, multiple middleware platforms using IBM/Tibco/proprietary tools, and business process management/workflow platforms.o IT transformation and governance activities across multiple clients involving organizational alignment and outsourcing / reclamation initiatives.o Technology enablement activities across mortgage servicing aligned to regulatory activities (OCC Settlement, Consent Order, CFPB, Third Party Risk, etc.).

Managed technology strategy for the Retail Private Bank within Morgan Stanley.Responsible for technology integration and development for all products-based initiatives within the Retail Private Bank.Managed technology delivery for Commercial Lending, Banking, and Cash Management.

Built and managed the development services team for all online retail banking. This team is responsible for all development across presentation and integration domains. Through the use of this team, coupled with an onshore/offshore development model, Ally was able to derive a 30-40% decrease in costs related to development efforts.Leading strategic initiatives geared towards maturing Ally to becoming an online banking leader. These initiatives include the addition of products ranging from checking, IRA, and Small Business, as well as capabilities including a common customer experience across all products and channels, mobile banking, and remote deposit capture.Leading sourcing efforts that are transforming Ally from a vendor-centric project based organization to one that now has a sustainable technology organization. Through the hiring and acquisition of top banking and technology talent across the spectrum of employees, contractors, and sourcing vendors, Ally has realized significant savings as compared to the previous vendor-centric model.

Responsible for creation of the technology strategy for consumer lending products (Mortgage, Retail Credit). Work closely with industry groups, as well as various consultancies, to assess viable technology solutions based on industry and competition.Lead all efficiency-based and strategic initiatives for Lending technology. These efforts have led to a 40-50% expense reduction in technology costs.Manage all enabling-technology groups within Wachovia lending, including Imaging, Process Analysis and Workflow, and Integration.

Led multiple Imaging and Workflow initiatives in both Mortgage and Equity Lending. These initiatives have led to 30-40% efficiency in the effected operational areas.Established the strategy and implementation of a middleware solution and service architecture used throughout Lending. These integration platforms have led to speed-to-market increases of 60-80% vs. previous integration activities.Manage all shared technology competencies across the Retail Lending portfolio (Mortgage, Retail Credit, Student Lending, etc.). These competencies include all Strategy, Systems Analysis, Process Analysis, Sourcing, Integration and Middleware, and Testing. Staff total of approximately 150 resources.Manage all global sourcing initiatives taking place within Retail Lending Technology. Includes portfolio selection, vendor selection and relations, and ongoing process improvement and efficiency.

Managed all development projects within Wachovia’s Retail Division (Mortgage, Retail Credit, Student Lending, etc.) across multiple locations.Led 5 project managers with teams consisting of 40+ developers and analysts, as well as Oracle DBAs, Unix Administrators, Technical Writers, and Data Analysts. Staff makeup is approximately 30% employees and 70% contractors.

Project Leader and primary developer for currency exchange systems.Led acquisitions team responsible for client/server and imaging integration during Kidder-Peabody acquisition.