Head corporate finance activities for Osaic (formerly Advisor Group), one of the largest independent networks of wealth management professionals, supporting ~$550B in client assets and 10,000+ financial professionals. Lead, develop and coach teams with 30 professionals. Primary focus includes financial planning and reporting including budgeting, forecasting, multi-year planning and management reporting, business decision support and analytics, acquisition modeling and reporting, business finance support, sales incentive administration, investor relations, and financial advisor capital allocation, modeling/pricing and reporting.

Headed financial management for businesses in Wells Fargo Advisors (WFA) and Wells Fargo Retirement with revenues of $8.8 billion. Created and executed financial planning processes to manage and drive business performance backed by models and tools. Analyzed, interpreted, and presented business results for executive leadership. Drove expense efficiency initiatives. Spearheaded, supported, and executed strategic planning processes and initiatives including mergers. Established offices and directed risk management, administration, planning, and project activities for new company conduct risk discipline. Inspired and headed teams up to 180 employees.Key successes:• Guided business in growing pre-tax income by 149% with 14% compounded annual growth across seven-year period.• Transformed financial planning structure for Wells Fargo Advisors by creating and enhancing processes, tools, reporting, and analysis improving the understanding and forecasting of business results.• Implemented regional business review process with financial and KPI reporting to monitor, examine and provide accountability to business results.• Enhanced forecasts by developing sensitivity analysis process to understand changes in economic and business drivers incorporating the outcomes into business planning.• Established annual business planning process aligning financial, sales and compensation targets with region and market structure.• Orchestrated expense efficiency initiatives including $80 million in merger saves and annual expense save exercises ranging from $20-90 million to drive efficiencies and support meeting financial targets.

Headed financial planning and analysis, decision support, accounting, and incentive administration activities for Wachovia Retirement Services. Built and implemented planning processes and tools to forecast revenue, headcount, personnel costs, and business expenditures improving business engagement, forecasting accuracy and expense management. Planned and executed efficiency initiatives right-sizing operating expenses. Measured retirement business performance across the company by creating and reporting key performance indicators (KPIs), interpreting business results, and sharing business insights with leaders. Coordinated initiatives and contributed on cross-functional project teams in Corporate Finance integrating mergers and transforming enterprise and business finance processes.

Directed finance activities across multiple regional banking groups driving $150 million in income and assessed, priced, and grew $17 billion regional deposit portfolio. Conducted finance activities for regional corporate properties group on bank owned and leased properties with a $100 million expense base. Administered the corporate due diligence process for mergers and acquisitions establishing procedures and guidelines for estimating financial forecasts on targets. Built and presented financial models and cost benefit analyses on banking initiatives and enterprise technology projects.