BNY Mellon acquired PNC Global Investment Servicing, Inc. (PNC GIS) on July 1, 2010.2011 - 2024Moved to BNY Mellon Global Operations in 2011 to manage and integrate the core mutual fund operations functions into BNY Mellon Asset Servicing post acquisition. Managed a diverse, multi-functional financial services operations organization. Established a large satellite organization (250+ employees) in the company’s Pune, India location to support the globalization of domestic mutual fund operations. Executed a major facility relocation (RI to MA), affecting 300+ operations employees. Assumed a wide array of additional operations responsibilities during this time frame, including oversight of risk management, fraud prevention and project management activities. Appointed Operations Resiliency Lead in 2018; oversaw all Business Continuity, Incident and Crisis Management and Disaster Recovery efforts for three critical businesses within BNY Mellon.2010Selected to join the BNY Mellon Merger & Integration Team to help oversee the integration of PNC GIS businesses into BNY Mellon Asset Servicing (one-year assignment).

PNC Global Investment Servicing, Inc. (PNC GIS), a subsidiary of PNC Financial Services Group.2004-2009 – Mutual Fund Transfer Agent Operations:Elevated to manage all core operating functions within the mutual fund transfer agent business. Team consisted of 1,000+ employees across four operating locations. Oversaw risk management and internal/external audit activities.1999-2003 -- Financial Control Division:Managed six high-risk mutual fund transfer agent operational functions with 300+ employees and a multi-billion dollar daily flow of client funds.

Fidelity Investment Advisor Group, a Fidelity Brokerage Group company. Managed monthly/annual financial reporting, annual budget and quarterly forecast processes for entire company. Provided finance and business analysis capabilities to all departments.

Advanced Development Program, Audit/Assurance practice. Supervised audit fieldwork activities and developed client relationships within the Financial Services team.

Community Lending Group. Managed portfolio of over 100 small business lending relationships. Completed full credit training program.

Investment Banking Division, Mortgage and Savings Institutions Group. Serviced savings institutions in the areas of mergers, acquisitions, IPOs and collateralized financings.