Tracy Mckinnell Email & Phone Number

Newport Beach, Ca

Expert Stewardship is a consulting company designed to provide antimicrobial stewardship and infection prevention support for skilled nursing facilities. We provide a complete program that affords for regulatory compliance and education for prescribing clinicians, nursing staff, and residents. The team consists of board certified infectious disease specialists, infectious disease pharmacists and program specialists familiar with the skilled nursing environment. We do not deliver promises --- we deliver results and have the data to prove it. Check out our Website: https://www.expertstewardship.com/

• Partner with platform and business unit leaders to identify, frame, execute and deliver tangible results to the businesseso Play a pivotal role in the success of platform and business unit growth strategieso Lead framing activities (shaping strategy, identifying work streams, defining roles and responsibilities, establishing metrics and outcomes, etc.) o Lead execution (engage with BU's, IT, finance, operations, sales etc.) and drive transparency, visibility and accountability• Develop and Manage Program Management Office for Origination Solutions Platform Technology Initiatives• Manage Audit, Compliance and Governance for Mortgage Partnership of America• Manage Salesforce for Origination Solutions Platform

New York, Ny

• Develop and implement strategic plans to drive growth, improve operations and for the development of a competitive suite of products and services • Actively taking a leadership role on the Origination Services management team to develop and implement strategies to become a premier provider of services to the financial services industry• Chief Executive Officer of Best Partners Residential Investor Cooperative, Inc. (June 2016 - December 2016)• Officer of Best Partners Mortgage Brokers Cooperative (July 2014 - December 2017)

New York, New York

Provided strong effective leadership for the Board of Directors and residents. Managed the general needs and concerns of all aspects of building operations. Ensured all tasks were within policy and legal requirements. Reported regularly to the residents on the activities of the Board and the management company. Addressed the needs and concerns of members, staff, volunteers and residents. Appointed committees to carry out ongoing operational tasks, procedural functions, and policy recommendations. Ensured adequate financial controls were in use and financial records were up to date and accurate. Monitored expenses and income. Approved the annual budget.• Elected as the President of the Co-op Board of Directors• Managed $1M hallway renovation project• Managed resident and employee complaints• Managed $1M building re-facing project

New York, Ny

Recruited to establish customized operations policies and procedures, and process and sales presentations to increase consistency, fulfill compliance requirements, communicate effectiveness measures, and facilitate business growth.• Develop and publish operations policies and procedures manuals to empower consistency and improved performance• Research marketing and business opportunities to increase business outreach• Create process and sales presentations for business development

New York, Ny

Selected to establish and manage a customized strategic solution to drive performance and liquidity. Maintained full oversight of marketing (internet, direct and website) for retail bank and retail loan officers. Developed strategy and implemented new functionality to create internet bank.• Increased liquidity by $1B pioneering online and direct marketing campaigns for consumer/institutional deposit and loan products • Achieved strong, visible social media presence by creating 375 relevant content articles, building 10 social profile sites, and reserving Bank name on 200 social media sites• Redesigned website to enhance usability increasing page views by 25% and direct traffic by 113%• Implemented new functionality (online bill pay, telephone banking and mobile banking) increasing customer satisfaction by 40%• Developed 40 marketing tools (English/Spanish) for Retail Loan Officers increasing retail originations by 20%

New York, Ny

Retained to set up and manage corporate procedures and infrastructure minimizing reputation, litigation, regulatory, financial and operational risks. Managed Transition Services Agreement with Barclays Capital and Nomura, administering $30M monthly billing process. Accountable for firm-wide procurement, contract, vendor, archive and market data management.• Managed bankruptcy restructuring and championed the successful separation of 12 core capabilities from legacy Lehman Brothers ($11M budget)• Transitioned 20,000 contracts for those assumed by Barclays and Nomura and renegotiated 43 contracts in accordance with bankruptcy law• Implemented expense management process changes to realize $10M savings • Re-engineered vendor management processes for over 500 contracts to transform contract processing according to regulatory guidelines• Managed $50M corporate real estate portfolio

New York, Ny

Promoted to Global Head of Expense Management to reduce escalating expenses. Leveraged global business, financial and technology acquisition integration, shared services and vendor management expertise to formulate and deliver strategic plans. • Championed successful transition of 33 business functions comprised of 365 heads to India; recognized $15M in labor arbitrage savings and $1M in performance improvement - efficiency savings • Secured $35 million in savings across the Division through implementation of expense management initiatives • Re-engineered operations processes to transform to a regional operating center model (40 Branches -5 ROCs) for a more controlled operating environment, better scalability and lower cost to originate• Developed shared services platform for 3 affiliates (300 heads) to focus on leveraging talent, increasing organization depth, realizing cost saving opportunities and consolidating service delivery

New York, Ny

Recruited to set up governance processes and infrastructure to resolve systemic issues with project portfolio management, worldwide. Accountable for reporting and tracking of $140M global IT budget.• Instituted a comprehensive governance toolset to improve project management and financial reporting across 12 IT departments• Developed and implemented IT metrics standards to provide a globally common performance evaluation tool across 6 locations worldwide• Designed and implemented training, reporting and web-based reference tools to support strategic SDLC solution for 800 IT professionals globally

New York, Ny

Provided strong effective leadership for the Board of Directors and residents. Managed the general needs and concerns of all aspects of building operations. Ensured all tasks were within policy and legal requirements. Reported regularly to the residents on the activities of the Board and the management company. Addressed the needs and concerns of members, staff, volunteers and residents. Appointed committees to carry out ongoing operational tasks, procedural functions, and policy recommendations. Ensured adequate financial controls were in use and financial records were up to date and accurate. Monitored expenses and income. Approved the annual budget.• Elected as the President of the Co-op Board for 4 consecutive years • Managed $2M hallway renovation project• Managed replacement of Superintendent• Increased building revenue with new financial policies including implementing a flip tax• Managed resident and employee complaints

New York, Ny

Provided strategic planning, reengineering and program management to Fortune 500 clients within financial services, retail and private banking.• Attained $30M revenue benefit, over five years for large international custodian through process diagnostic and reengineering analysis.• Improved revenue $100M over five years for international custodian by building new trade management system that elevated service quality and lowered unit cost while increasing capacity.• Positively impacted revenue growth $100M over five years by identifying critical gaps between asset manager’s operating and technology requirements and service provider’s middle and back-office capabilities at an international custodian.