Vice President, US Syndicated Loan and Trading Operations & Product OwnerManage Operations support for the US Region for the Syndicated Bank Loan and Trading business as well as Product Owner for Risk Free Rate delivery and operating model transition to include portfolio migration from ACBS to LoanIQ.•Supervisory oversight of the wholesale loan operations teams that provide Closing, Booking, Trading, and Life of Loan servicing for the US Branch booked portion of the global commercial loan product at Barclays.•Product Owner - Responsible for the delivery of the Risk- Free Rate global mandate across currencies and regions for Operations. To include creation of a centralized team for documentation review, centralized booking, and development of functional requirements from Industry standards for the loan product systems. •LoanIQ Product Owner. Provide business guidance and direction to the overall program for migration from ACBS to LoanIQ. Approval of functional requirements and design to include interface builds to internal Payments, Treasury, Credit, and Ledger systems and infrastructure.•Operating model and Digital transformation. Supervise a group of Product Owners and subject matter experts that support digital capabilities and overall operating model changes creating a differentiated client experience as well as improving the marginal cost of service. •Data owner for regulatory reporting such as Shared National Credit reporting for syndicated loans as Administrative Agent Bank. Data owner for financial reporting and regulatory reporting. Accountable executive for monthly signoff for US commercial loan accounts: balance sheet, income, and cash. Included subledger product systems and general ledger accounts.

Managing Vice President, Loan and Derivative Operations & Product OwnerManage Operations support for the entire Capital One Commercial Bank Loan and Derivatives business, to include Commercial Real Estate, Middle Market, Specialty, Asset Backed, Small Business, and Distressed Assets.•Product Owner - Initiated the digital transformation of the loan product with documentation reader software, payments automation, and a micro-services operating infrastructure. •Product Owner - Created and executed on an operations support model to align all legacy regionally based loan operations into a centrally managed and consistent target operating model. ACBS conversion.•Completed the transition to a single loan servicing platform and executed on a straight through processing model that linked the Front Office credit application with the loan accounting and data management applications.•Lead in Agile planning and service owner for scrum sessions that designed the external client experience model as well as the internal operating model as well as the organizational design to implement and execute the digital experience. Designed the work flow for service using Sales Force as the adopted platform. •Created a comprehensive data quality program and capacity modeling initiative. Used these tools to plan for an efficient and scalable operations support model as a component to the overall Commercial Bank target operating model.•Executed a centrally managed OCC endorsed Flood operating model that elevated standards and practices to the most stringent regulatory requirements. Representative with OCC for remediation deliverables.

Investment Management - Managed Fixed Income and Equity Operations trade processing and settlement support for Morgan Stanley Investment Management. Supervise operations support and client service for both Retail and Institutional Funds, and for separately managed client accounts.•Supervised the Fixed Income Analytics support team who provide support to the Portfolio Managers for Yield Book, Barclays Point, and other analytic tools. •Supervised State Street Bank as the outsourced trade processing service provider. Manage the build out of the State Street Enterprise technology and accounting platform.•Acted as the global Fixed Income lead Operations manager for the process and work flow design, and implementation of the Blackrock Aladdin Trading application for the Fixed Income Trading Desk.•Supervised portfolio services and middle office support for Portfolio Managers, Traders, and Clients for the Fixed Income Investment Management business to include High Yield Bonds, Bank Loans, Repo, and Liquidity products. Prime Brokerage - Created and managed Bank Debt Prime Brokerage structured finance product solutions. Managed client relationships, outsourced client service and operational support, and internal IT and risk management process flows. •Created robust operational and risk management controls through design and implementation of Operational and IT process and application flows.•Translated requirements of the structured product into work flows, covenant check calculations, and reporting requirements.•Created cost effective client servicing solutions through an outsourced service provider that supported bank loan settlement and servicing. Negotiated vendor servicing contracts.•Designed risk management reports for monitoring asset level and client exposure, and operational risk and control reports.•Implemented a self-financing solution that provided the Funding Desk with detailed asset level information to fund through third party financing sources.