Responsible for leading the development and execution of Microsoft’s global financial services strategy, including the prioritization of banking, capital markets and insurance industry solutions and their alignment to Microsoft’s worldwide digital platform and partner ecosystem, to support our financial services customers in their digital transformation journeys.

Serve as Chair of Programming Committee.

Served on Audit, Compensation, and Technology committees.

Served as managing director and head of GTS Strategy, Advisory and Strategic Solutions Delivery (SSD) in Global Transaction Services (GTS) at Bank of America Merrill Lynch. Led the development of and communication around the strategy for GTS, a business that generates more than $6.5 billion in annual revenues. Also oversaw GTS Advisory, a team of former corporate treasury professionals who consult with clients around highly strategic changes to their treasury organization. The SSD team produces high-impact sales and client communications.

Led global teams that manage client onboarding and account management for the Equities Asset Management Services (EAMS) businesses. The global teams manage the onboarding of new clients and the ongoing account management/servicing for over 600 existing clients. The EAMS business unit provides Hedge Funds, Asset Managers and Broker Dealers a range of products including Prime Brokerage, Stock Loan, Custody, Futures, Options and Options Clearing. The business generates over $1 billion in annual revenues. Series 7, 24 and 63 Licensed.

Led a team of product consultants and sales specialists to package, market and position treasury and transaction banking solutions to corporate, commercial, middle market and small business clients.