Head Of Operations For The Americas & Multiple Dual Roles As Managing Director
Core business lines for the investment banking business spanned:Capital Markets | M&A | Relationship Banking | Wealth Management | Cash ManagementWhile maintaining accountability for the Americas investment banking operation throughout my tenure, I served in several additional roles on a global and regional level: • Chief Information Officer for the Americas (3.5 years) • Global Head of Financial Operations (2.5 years) • Global Head of Operations for Collateral Management, Equities & Fixed Income (3+ years)As a primary point of contact for regulators and a member of several internal and external boards, I bring significant experience navigating the complex regulatory landscape.Over the course of my career at the bank, I reduced OPEX by $700M through well-planned, well-controlled business process reengineering, technology implementations and operational restructuring while leading the discovery and reconciliation of $400M in balance sheet errors and improving financial reporting integrity. Significant operational restructuring included the migration of business support functions to India and the Philippines, the ground-up build of a new operational center in Jacksonville, FL and the unified structure of the finance and operations organizations.
