Recruited to drive forward key strategic initiatives, identify process improvement opportunities, and create operational framework to enable accelerated future growth to facilitate private equity exit strategy. Created shared service model (Center of Excellence) that leveraged a team of 7 to centralize support for key functions, promote collaboration, leverage best practices, drive continuous process improvement, and create process standardization across the organization

Brought in to develop, execute, and market multi-institution sales performance analytics solutions and deliver advisory services to Fortune 100 financial services clients.

Tasked with managing 4 teams on 3 continents to develop and deliver large multi-institution performance improvement products in Treasury Management and Retail Banking. Also coordinated and delivered strategic management consulting and advisory services to Fortune 100 companies, financial institutions, non-profits, regulatory agencies, and trade associations globally

Responsible for conducting risk focused safety and soundness examinations of Large Complex Banking Organizations (LCBOs) and Foreign Banking Organizations (FBOs) in the New York Federal Reserve District. Compiled and presented detailed assessments of market, credit, interest rate, liquidity, and operational risk for banks supervised by the NY Federal Reserve Bank Prepared detailed analyst reports for banking institutions and their operating subsidiaries in the US, UK, the Middle East, Hong Kong,