Helping clients build a better working world. Focused on large-scale transformations: outsourcing, managed services, business process re-design, legacy technology removal, program designs, change management.

• Create and execute a transformation strategy and program that modernizes Nuveen's middle office technology, processes, and organization – focus on Alpha platform by State Street• Ensure stability of current operational platforms while designing and executing the future state program• Continuously improve existing processes and systems through cost savings and efficiencies while enabling growth for new opportunities• Transform teams' capabilities to adopt change, leverage new technologies, and enhance business acumen• Lead cross-functional, cross-domain teams• Build and manage strong relationships with stakeholders at all levels at Nuveen

• Provided consulting services in digital transformation, process improvement, organizational design, large-scale program management, and post-acquisition integration• Coached and mentored managers and executives focused on transforming their organizations

• Co-created Invesco's internal consulting division• Responsible for the company's largest transformational programs• Demonstrated leadership in acquisitions and synergies, risk management, large-scale program management, solutions architecture, and vendor management.• Collaborated with the C-suite and other leaders to discover cross-functional opportunities, execute strategic technology plans and enterprise solutions, and maintain sector leadership• Coordinated with Invesco Investments division and co-authored the technical strategic roadmap for the internal Future Investment Platform, resulting in increased returns for investments and $20M annual savings over existing operating model• Led the $55M technology integration of Invesco's $5.7B acquisition of Oppenheimer Funds, achieving full integration ahead of schedule and $3M under budget, while hitting company synergy targets

• Oversaw front- to back-office technology business lines and built solutions to meet regulatory programs and market requirements• Led a $125M front- and back-office transformation across North America, implementing an Enterprise Service Bus, replacing legacy platforms, streamlining operational support, and reducing costs by $10M per year• Established a data governance program• Established straight-through processing for 16 derivatives instruments, driving a 20x increase in firm's derivative investment and processing speed • Created an advanced analytics center of excellence, achieving up to 15% increases in efficiency and effectiveness of Invesco’s distribution teams

• Implemented Blackrock’s Aladdin Portfolio, Trading and Risk Analytics Platform globally• Built a successful offshore operation/technology center which lowered operational costs while increasing development capacity• Built an alternative accounting system, FI portfolio management and trade optimization systems• Led the integration of Morgan Stanley VanKampen's Fixed Income Technology into Invesco

Consulting in the US and UK Energy Practice, focused on energy firms that were going through de-regulation.

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