Key Responsibilities:• Team Management: Lead a diverse team in product direction and implementation, focusing on fostering collaboration, effective communication, and professional development.• AI-Driven Workflow Automation: Spearhead the development and integration of AI technologies to automate and optimize email-based workflows, enhancing efficiency and decision-making processes.• Innovation in Email Management: Implement cutting-edge AI tools for intelligent email sorting, prioritization, and response generation, significantly reducing manual workload and improving response times.• Data-Driven Strategy: Utilize AI algorithms to analyze email traffic and user behavior, deriving insights for continuous improvement of the email management system.• Cross-Functional Leadership: Collaborate with IT, data science, and user experience teams to ensure the seamless integration of AI technologies into existing digital management systems.

Responsible for technology service delivery tot he Investor Services business unit and its clients. Responsibilities include working in consultation with Product Management leads to prioritize demand management and application development delivery. Interface with clients on State Street's technology delivery and support of data integration.

Led the new product development initiatives and formulated comprehensive front-to-back platform strategies for State Street's Alpha Platform.• Provided technical sales support to prospective Investment Managers, ensuring a thorough understanding of the platform's capabilities and benefits.• Assembled and managed a dedicated team responsible for executing all aspects of client conversions to the Alpha Platform, including the development of an efficient conversion approach.• Successfully managed the first implementations onto the Alpha Platform, ensuring smooth transitions and client satisfaction.Led the new product development initiatives and formulated comprehensive front-to-back platformstrategies for State Street's Alpha Platform.• Provided technical sales support to prospective Investment Managers, ensuring a thoroughunderstanding of the platform's capabilities and benefits.• Assembled and managed a dedicated team responsible for executing all aspects of client conversions to the Alpha Platform, including the development of an efficient conversion approach.• Successfully managed the first implementations onto the Alpha Platform, ensuring smooth transitionsand client satisfaction.

Led a global team of 150 implementation employees, overseeing project management, client requirements analysis, business architecture, business implementation, customized development, and operational readiness and testing.• Serve as a key point of contact for clients, managing implementation requirements, project statusupdates, and contract negotiations.• Redesigned the global staffing structure, implementation workflow model, client interaction processes, onshore/offshore employee/consultant ratios, and requirements process, resulting in a 10% staff savings within two months. Expected to achieve additional cost savings of $7mm on a base of $26mmin staffing costs within 12 months.• Held the position of Senior Vice President and Head of Middle Office Outsourcing (IMS) Information Technology from 2007 to March 2011.• Directed technology service and delivery for the IMS division, overseeing global client systems implementations. Managed 1,500 IT development projects annually for over 25 global clients.• Managed a global team of 125 IT employees responsible for infrastructure delivery, development,

Managed the technology implementation, functional model design and customized development for all IMS implementations in South Africa, U.K., France, Germany and the Netherlands.• Managed a global team of 25 analysts responsible for the analysis and development of IMS client’s unique requirements to convert to Enterprise. Oversaw development of custom and core solutions for information delivery, accounting corporate actions, transaction management, and regional processing.• Maintained functional model of the Enterprise system responsible for key decisions on business architecture, functional design and prioritization of requirements to convert clients.• Managed IT employees responsible for the technical conversion of European and African clients.• Evaluated current platform for middle office and outsourcing divisions and wrote recommendation to re-platform the middle office business, leveraging modified custody systems. The recommendation was accepted by C-level management and resulted in the Enterprise platform being developed.• Consulted on various aspects of the operation redesign of State Street’s core back office processes as part of the State Street’s corporate strategy overhaul.

Managed the Tokyo IT department supporting the Custody, Trust Bank and Outsourcing Departments.• Managed team of 35 multicultural staff responsible for infrastructure, application support and development for the Investor Services division in Japan.• Led project to outsource data center to local provider, significantly reducing overall costs and eliminating the need for local hardware and software expertise.• Directed technology implementation of the PAM (RKS) accounting system in Japan. First financial services company to successfully implement foreign accounting system for domestic accounting. Retired local Japanese Trust Bank accounting system. Migrated over a dozen clients and greater than $60B in assets onto the system.• Led all IT aspects of client ‘lift out’ including staffing and systems for a leading global asset manager’s domestic trust bank operations. Project included all aspects of the trust operations department including 350 portfolios with ~$100B AUM.• Managed project to customize the proprietary data warehouse enabling State Street to enter the Japanese Trust Bank marketplace (Japanese Collective Investments).• Successfully developed the platform capabilities and implemented domestic reporting for Insurance Accounting and Performance for several large, multi-national insurance companies and asset managers.• Designed and managed the development of a system to feed custody data to a large local banking conglomerate in their localized formats including the integration of data into a number of domestic Japanese vendor systems.

• Pioneered the development of groundbreaking process automation and customization software, revolutionizing global mutual fund operations and generating significant cost savings for the company. This software continues to be actively utilized in production today.• Independently designed and implemented a system that seamlessly integrated MS Office applications with mainframe data access and posting functionalities.• Managed a team of 8 developers and implementation analysts.• Successfully led the migration of over 10,000 global Mutual Fund portfolios to the customized workbook model.• Spearheaded the design and development of applications for deconstructing and storing complexspreadsheet models, including automation, testing, and distribution.

Maintained records and investment reports that incorporated the value of assets under custody and other information for Mutual Fund clients to quickly respond to new market and regulatory requirements. Oversaw team of 5-10 accountants responsible for all aspects of cash, custody, valuation and reconciliation of Mutual Funds portfolios.