Functional Skills
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Years of Experience
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Experience
Founder of a boutique firm that specializes in complex change programs for Fortune 1,000s and Private Equity portfolio companies
• Launched a patented Artificial Intelligence product that has been statistically shown to reduce program costs by 30-50%. Implemented the technology across Fortune 500s including a global leader in securities clearing and settlement and a global media company
• Advised a Private Equity portfolio company in the media & telecommunications industry on modernizing and adding transparency to strategic planning and global operations. Results included a successful company sale out of bankruptcy within 1-year
• Transformation lead for a global, $100MM program at a F500 financial services company. Over 14-months, managed a $50MM portfolio of projects that included outsourcing day to day operations, marketing modernization, organization design and implementing core IT infrastructure. Exceeded in year and projected savings and revenue goals
• Designed the technology architecture and implementation plan for the modernization of global marketing operations at a leading professional services firm
• Implemented a new operating model for a 20,000 person IT and Ops organization as part of a $500MM cost savings initiative. Stood up 6 centers of excellence supporting PMO and cloud services
• Operating model lead for the reorganization of a global asset manager. Implemented a local/central model for U.S. operations
• Program lead for outsourcing front, middle and back-office operations at a global wealth manager. Oversaw 20+ work streams including operating model design and change management
• North America integration lead for a Fortune 500 fintech. Stood up new global relationship management and product management
functions at what is now a 50,000+ person company
• Led efforts to stand up a new SWAP Dealer at a leading investment bank. Oversaw multiple teams including planning and program delivery efforts. Included implementation of new technology and novating trades for a regulator-imposed deadline
• Restructured the third-party vendor program for one of the largest mortgage servicers in the U.S. Implemented a new vendor management and audit program and trained a national audience on new processes. Program was extended to other areas including auto servicing and legal operations
• Global program lead for an investment bank’s multi-year effort to satisfy FATCA regulatory requirements. Delivered future state design and implemented planning and governance for phase 2 (implementation)