Currently working on assignment with a proven industry leader in the trust and investment space with assets under administration in excess of $200 billion. The client is converting from FIS AddVantage to FIS Global Plus core trust accounting platform. Been engaged by the client to wear multiple hats:o Overall program manager for the conversion effort; overseeing and managing scope for data, mapping, configuration, trial loads, interfaces, operational workflow, downstream systems integration and testing efforts o Project manager for the fee sub-team, ensuring that fee set and validation are performed accuratelyo Consulted senior and executive management on UMA construction and provided hands on business analysis for data mapping to optimize future state design o Directed field in data clean-up activities and operational preparedness o Knowledgeable about both FIS AddVantage and FIS Global Plus/Unity

Technology manager responsible for the application stack used by the Investment and Asset Management LoBs (Approximately 140B in AUM; 60B Managed and 80B Non-Managed). Technology partner with the business stake holders to define the Strategic Investment Domain roadmap. • Actively engage with the business stakeholders to define the Investment Domain Roadmap; Activities include current state, gap analysis, vendor review, and various high-level solution design options• Responsible for identifying areas of improvement within current state application stack, implementing those items, while ensuring no impact to daily operations • Manage the daily activities of the application development team who are responsible for the core trading, compliance and proposal generation applications, as well as all supporting interfaces Administrative Vice President, Wealth Advisory Services ApplicationsRecruited back to M&T Bank to implement a highly visible and over-due multi-million dollar client reporting project. The project outcome provided clients a better representation of their investments and alignment to the firm’s best thinking• Responsible for managing senior stakeholder expectations by partnering with internal parties to ensure successful and timely delivery of the project• Managed IT and Systems Integration delivery teams ; Cleared roadblocks as they arose by raising items immediately and by obtaining timely agreement from the appropriate parities on the path forward

Reporting directly to the Managing Director of Strategic and Regulatory Initiatives, responsible for the creation of the annual UBS Wealth Management Americas Resolution Plan ($1 Trillion in Assets under Management) to meet the Federal Reserve and FDIC “too big to fail” regulatory requirements. • Accountable for establishing a credible Resolution Strategy for the Wealth Management Americas LoB which is supported through key underlying assumptions of client behavior, business drivers and access to liquidity and capital • Responsible for identifying and mitigating all significant impediments to an orderly wind down. • Participate and collaborate in multiple sub-teams to ensure consistency across the plan• Responsible for the writing the WMA relevant chapters to ensure accuracy and consistency with the overall plan

Recruited by UBS Trust Company and reported directly to the Chief Operating Officer. Responsible for the development and implementation of the company's operational and technology roadmap. • Responsibilities included managing third party providers, operations, technology partners, and middle office staff to enhance the controls within the operational environment• Worked directly with the Chief Financial Officer to build an automated process to support regulatory filings• Managed the closure of over 9,000 exception items across the Trust Company’s book of business• Created weekly dashboard views of remediation status to inform Executive Management of progress• Directly engaged with external and internal auditors to evidence the closure of remediation , audit and regulatory findings• Identified and remediated trustee fees, investment management fees and 12b-1 fee issues across the Trust Company’s book of business within a six month timeframe.• Designed and implemented fee monitoring and control workflows to prevent fee leakage and overcharges• Successfully led the divestiture of UBS Trust Company, N.A., which included systems conversion, real estate, staff, accounts and fees, to Reliance Trust Company, a FIS Company

Chosen by Executive Management to lead several strategic projects that had large impact to net revenue (~$60MM in savings), operational efficiencies and bank culture. Responsible for managing a team of highly skilled developers, project managers, analysts and third party providers (SEI/SunGard) in support of the Wealth Advisory and Corporate Trust business lines. • Worked closely with Executive Management and business partners to ensure alignment of projects and staff with the department direction and support model• Completed detailed analysis of Trust Application providers (SEI vs. SunGard) on behalf of the Wealth Advisory business line • Requested by Executive Management to lead the trust conversion from SunGard to SEI. This project included multiple system conversions, technology development, operational outsourcing and revamping of all business and operational workflows and controls • Successful conversion and integration of a complex, strategic acquisition of a non-custody Wealth Advisory book of business adding $10MM revenue to the division. The integration involved the creation of a new operational non-custody support model, business workflows and automated controls.• Responsible for leading the Trust Systems technology stream within the M&T Banking Acquisition Project; a multiple touch point project to integrate Trust to all Corporate systems (GL, Risk, AML) and banking applications (DDA, ACH, Fedwire, Loan)• Led multiple projects across IT to enhance the client experience or streamline operational efficiencies (ACH, Trust checking, Partnership processing, non-custody processing) • Managed SEI/SunGard’s work efforts related to SLAs, IT production issues and projects• Managed activities of the application development team responsible for the core accounting platform and downstream interfaces Awards: •WM President Circle Award (2014) •IT Quarterly Excellence Award (2014)

Guided the overall product strategy for a comprehensive end-to-end outsourced banking solution and responsible for third party product road map. Responsible for vendor due diligence, contract negotiation, vendor management and implementations. Managed the market research team whose primary responsibility was to identify potential new third party vendors in the financial industry space and to identify any new or changes in industry trends.• Managed the Implementation of 3rd party products and services and served as 3rd party liaison for High-Profile Clients such as: American Express Consumer Banking, MetLife Bank, Lehman Brothers Bank, and Juniper Bank• Worked closely with the Account Managers and presented 3rd party vendor solutions to existing or potential clients • Closed business with sales team in the capacity of subject matter expert for third party solutions• Reviewed and provided input to client contracts and Processing Agreements for vendor products and services selected by the client to ensure full front to back coverage• Oversight of ongoing Vendor Relations, which included serving as the escalation point for all production, implementation, and financial related issues involving the 3rd party partners

• Managed the initial start-up, ongoing vendor relationships for two new production facilities• Responsible for Obtaining USEPA and International Government Approvals for new and existing Products and monitored Federal Registry for pending or new legislature that would affect Product Lines • Collaborated with Marketing and Legal to produce Product Information Bulletins (PIB) for the Product Line through the technical evaluation of new marketing claims and promotions for existing Product Line• Introduced the Industrial Product Line Survey to track and monitor formulation behavior and maintained certifications for all relevant Industrial Oil Products• Technical Representative for the Lubricants Product Customer Complaint Line, tasked to interface directly with Distributor and Retail Customers to understand and interpret their complaints into Scientific Language for Support Staff to research • Business user responsible for requirements definition, analysis, testing, creation of procedure guide and for end user training on the new Laboratory Information Management System (LIMS). • Developed several complex lotus macro programs for the lubricants laboratory