Registered Representative of Park Avenue Securities LLC

Agent licensed to sell insurance through New York Life Insurance Company.

Product Manager, Global Transaction ServicesVice-President ($27mm revenue/29 products)• End-to-end vendor implementation for audit confirmation processing (2010)• Managed a NOW account product from inception to $7.5bn in avg bals (2009)• Remediated client accounts in incorrect general ledgers (33,000 accounts reviewed, 400+ changes) (2009)• Implemented global overdraft interest policy (105 countries, $3mm revenue gain) (2008)• Managed to close an outstanding crisis… Show more Product Manager, Global Transaction ServicesVice-President ($27mm revenue/29 products)• End-to-end vendor implementation for audit confirmation processing (2010)• Managed a NOW account product from inception to $7.5bn in avg bals (2009)• Remediated client accounts in incorrect general ledgers (33,000 accounts reviewed, 400+ changes) (2009)• Implemented global overdraft interest policy (105 countries, $3mm revenue gain) (2008)• Managed to close an outstanding crisis action plan (174 clients with missing KYC coverage remediated) (2008) Show less

Innovation Initiative (2006-2008)Director (€30mm in benefits/3,145 ideas) €4.5mm in additional revenue €25.5mm in cost reduction and avoidance Significant risk reduction benefits also provided 85% increase in ideas volume from year 1 to 2 80% rise in ideas implementation rateMoney Transfer New Architecture Program (2000-2006)Project Manager (Total program expense €100mm) As business expert, generated all pre-contract requirements As… Show more Innovation Initiative (2006-2008)Director (€30mm in benefits/3,145 ideas) €4.5mm in additional revenue €25.5mm in cost reduction and avoidance Significant risk reduction benefits also provided 85% increase in ideas volume from year 1 to 2 80% rise in ideas implementation rateMoney Transfer New Architecture Program (2000-2006)Project Manager (Total program expense €100mm) As business expert, generated all pre-contract requirements As project manager, managed all vendor contacts for the program Managed business analyst, domain expertise and delivered specifications for coding Coordinated specifications (Use Cases, Domain Descriptions and UI prototypes) with developers for maximum efficiencyDEUTSCHE BANK/BANKERS TRUST (1996-2000)Vice President/Operations Management (75 staff/$83 million budget) Show less

CORESTATES BANK INTERNATIONAL, New York, NYVice President/Operations Management, (30 staff/$1.2 million budget)