Green Catapult is a boutique business & technology advisory dedicated solely to innovation in the financial services industry.Managing Principal, Advisory Services, advised clients on business and technology fronts.• Developed strategies with EVP for international business transformation business case, $290MMoperating budget & 4.5K FTE for International Non-Profit.• Advised US Insurance CIO on applications portfolio & strategic investments of $32MM.• Participated in US Faster Payments Taskforce to develop guidelines & priorities for system wideimplementation recommendations for US Financial firms by 2020 for US FED.• Advised CFO of emerging markets PE firm on due diligence of $20MM portfolio technology firms,provided recommendations for turnaround & reduced risks for Private Equity firm.• Identified 5 digital payments growth opportunities for $385MM & evaluated top 2-3 investmentopportunities for CEO of mobile firm for Growth Stage Tech Firm.• Advised Fintech CEO on lending opportunities by non-banks to SMB, exited at $100MM.• Advised SVP on market alignment & approach for digital transformation of $500MM firm targetingfinancial services for PLM Services.• Advised CEO on competitive value of data science for Digital Only Banking for UAE Banking.• Advised Healthcare CEO on as Interim CTO & Product Manager on design and development ofcloud based patient engagement technology, key decision regarding business model, market positioning and solutions. Led design & development with person on/offshore team for MVP ($1MM budget).• Advised SaaS/Cloud Analytics CEO on theory of change driven platform to measure and manage impact metrics for mission and ESG driven organizations, including key decisions regarding product- market fit, business model, developed 300 prospects in 3 months.

MBA program on Services Management, Operations & Strategy.

UBS provides financial & advisory solutions worldwide & operates through 4 divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management & Investment Bank.Global Sales: $29 billion, Staff: 60,000+, Managed: 50.Executive Director/CTO, Digital Transformation for Wealth Management, partnered with Group & Divisional CIO/CTO’s, drove organizational alignment for Digital Platforms, developed portfolio strategy for $135MM budget & 23 initiatives, roadmaps & target state architecture for transforming Wealth Management division.• Coached executives & realigned data governance, data policies, data architecture & datamanagement services resolving $30MM budget & alignment conflicts at group & divisional levels.• Developed resiliency framework, assisted CIO on critical operational & technology risks impactingcritical systems from Hurricane Sandy over 3 months

HP provides personal computing & enterprise related technologies, solutions & services. Sales: $120 billion, Staff: 33188, Managed: 350.Industry Consulting Principal, Financial Services, responsible for serving 14 of 33 top strategic NA accounts in Banking, Capital Markets & Payments, shaping & leading large-scale transformation deals (largest: $100MM), managed 300+ employees through solutions delivery process, delivered $20MM in consulting services.• Led strategic engagements including global bank Treasury applications portfolio resiliency & Investment Banking infrastructure cost optimization & targeted $80MM in savings.• Led Infrastructure & data center transformation planning ($30MM budget) for global FSI provider with CIO, SVP & CTO, turned around many failing projects & client relationships.

Green Catapult is a boutique business & technology advisory dedicated solely to innovation in financial services industry. Sales: $1MM, Staff: 5, Managed: 10.Sr. Principal, CIO Advisory Services & Analytics, advised CIO on post M&A integration, core banking strategy & enterprise architecture roadmap for $1.5B IT portfolio & recommendation, reduced tech debt by 30%.• Advised CEO on security vertical solutions, operating model, private placement proposal for $30MM investment & strategic partnerships.

Accenture is a leading global professional services company, providing a broad range of services & solutions in strategy, consulting, digital, technology & operations. Sales: $23 billion, Staff: 177000, Managed: 500+.Sr. Executive, Growth Strategist & Global Lead Accenture Data Services, performed leadership roles across 4 practice areas, IT Strategy, Enterprise Architecture, Information Management, Analytics serving global clients in Americas, Europe & Asia.• Led 30+ strategic engagements resulting in $38MM+ in consulting services across banking, capitalmarkets, insurance, healthcare, retail, energy, high tech, telecom, manufacturing.

Washington Mutual Bank was acquired by JPMorgan Chase Bank & provided deposits from the general public, made, bought & sold residential loans, consumer loans & commercial loans.Sales: $3 billion, Staff: 49503 (2004), Managed: 300+VP, IT Strategy, Enterprise Architecture, led EA team to optimize $1.2B IT Portfolio.• Successfully optimized $300MM software/tech portfolio, realized $50MM savings, reduced spendby $60MM within 6 months.

• Architected Digital Platforms architecture with 163 person E-Business solutions team fornationwide roll-out.

Merrill Lynch is one of the largest wealth management businesses in the word. Merrill Lynch financial advisors combine financial knowledge & experience with a deep understanding of their client’s need to help their clients pursue the lives they want. Sales: $35 billion, Staff: 142670, Managed: 150+.VP, Technology Architecture Private Client Group, led team of 100 technical staff in UK & USA.• Successfully launched $1B MLHSBC.com pilot within 8 months, to public in 12-months.• Delivered Trusted Global Advisor for $900MM initiative, developed Cicero solutions for PrivateClient business platform. Developed award-winning enterprise application integration platform – Cicero Shell, delivered seamless integration of 400+ applications.