Wendy Watson Email & Phone Number

Boston, MA, US

Torronto, Canada Area

A Fraternal Benefits Society offering a range of financial services products in the US, Canada & the UK.

Greater Boston Area

Greater Boston Area

Ottawa, Canada Area

Provider of Financial services (financial advice& portfolio management/insurance/banking/estate & trust services) and practice management solutions (advice/technology solutions) to 76,000 Canadian physicians and their families.

Greater Boston Area

A $140 billion commercial bank holding company (subsidiary of Royal Bank of Scotland) with 1,500 branches in 12 states and 24,700 employees with head office of in Providence Rhode Island.

Toronto, Canada Area

Non Executive Director/ Chairman of Audit Committee of DAS Canada Insurance Company Ltd a start up which operates in a niche market providing legal expense protection to individuals and corporations. DAS Canada is a subsidary of DAS UK which is a subsidary of Munich Re.

Leading provider of financial services to institutional investors with $12 trillion in assets under custody, $1.4 trillion under management and 23,000 employees.; Established and led bank's global Cost Leadership Program reducing annual expenses by $800 million over 3 years.Developed and implemented a cross functional global operating model creating.

Recently retired from State Street Corp where as EVP Global Services: led the company's initiative to advance all aspects of cost leadership worldwide reducing operating expenses by $800 million; and, defined the company's shared services and location strategies establishing large business process operations in India, China and Poland. In a prior postion.

General management role that included the design and implementation of the bank's strategy to start up a global middle office outsourcing business. State Street is now the largest provider of these services with $2 trillion in assets -almost 5 times the size of its closest competitor.Developed customized servicing solutions for asset managers seeking to.

Ran CIBC's global private banking and domestic trust business: $50 billion in assets; budgets of $100 million; 10 offshore locations; and, 800 employees globally.President & CEO of CIBC Finance Inc: repositioned and completed transactions on two of the Banks troubled lending businesses with assets of $8 billion; annual budgets of $100 million; and, staff.

multinational Canadian bank with $350 billion in assets and 40,000 employees globally.

Promoted to broader general management role that required reinventing the business- $50 billion in assets, annual budgets of $100 million, 10 offshore offices and 800 employees. Developed and implemented a strategy for the domestic trust operation to retain the profitable deposit business and exit unprofitable ancillary businesses.Developed a strategy for.

Repositioned and completed transactions on two of the bank's troubled lending businesses (Retail Finance and Government Sponsored Student Loans) with assets of $8 billion, annual budget of $100 million and staff of 1,000.Introduced a Board/Committee (which included external directors) and governance structure to support the business. Built a highly.

Reported to President of Personal and Commercial Bank. Member of the Bank's Executive Committee.Assessed risks and opportunities associated with the implementing the new retail branch strategy and recommended a more focused and speedy implementation in high payback markets.Led the Customer Satisfaction Task Force that drove fundamental changes to the.

Reported to President and CEO. Responsible for consistent and effective technology strategy and implementation across worldwide organization as well as internal audit, security and administrative services. Budget of $50 million. Staff of 600. Was one of only four executives retained for a year post liquidation.Achieved annual cost savings of $20 million.

Chief Information Officer and Head of Internal Audit for Confederation Life Insurance Company. In both roles, restructured and developed high performing organizations that saved costs while significantly enhancing the quality of staff to provide improved service. Also, was one of four executives who was retained for a year when the company went into.

multinational life insurer with $19 billion in assets. Went into liquidation in 1994.

Provided full range of internal audit services worldwide. $3 million annual budget and professional staff of 30.Restructured company's global Internal Audit function to align with specific operational, geographic, credit and market risks facing the company. This required significantly increasing the level, quality and experience of staff.Led review of.

Rose rapidly from staff auditor through seven senior positions to Assistant Vice President Internal Audit- the second most senior person in a 70 person global internal audit function. Worked in Canada, US, UK, and Asia Pacific in insurance, mutal funds, investment and trust operations. Extensive experience in acquitions, alliances and joint ventures.

Rose rapidly from staff auditor through seven more senior positions to Assistant VP, Internal Audit - the second most senior position in a 70 person global internal audit function. Worked in Canada, US, UK and Asia Pacific in insurance, mutual funds, investment and trust operations. Extensive experience in acquisitions, alliances and JV's.

Certified General Accountant, Finance & Law

Bachelor Of Commerce, Major Accounting & Law

Graduated Magna cum Laude

Bachelor Of Commerce, Accounting