Jan 2022 – Jan 2024 · 2 yrs

• Responsible for transforming a global business with over 1,000 client advisors across 52 offices in 20 countries, delivering comprehensive banking, lending, investment, insurance, trust, and wealth planning solutions to 16,000 high and ultra-high-net-worth clients and family offices.
• Defined and executed transformation plan to grow business and optimize returns through strategy enhancement, analytics-led sales management, new product design, market expansion, coverage model refinement, and digital innovation.
• Turbocharged cross-selling and client deepening by restructuring banker incentives, repositioning product strategy, implementing AI-enabled solutions, revamping sales training programs, and negotiating inter-business referral agreements.
• Successfully delivered portfolio of strategic and safety-and-soundness initiatives through operational excellence, data-driven decisioning, regulator engagement, stakeholder, and change management.
• Directed financial and headcount planning, expense management, real estate management, procurement, and marketing efforts to achieve significant fiscal savings through combination of compensation and non-compensation levers.
• Drove top- and bottom-line efficiencies through design of innovative digital transformation roadmap and implementation of solutions to enhance onboarding, trading, transacting, performance reporting, and advisor and client collaboration.
• Launched program to achieve best-in-class client experience while mitigating fraud and operational losses through zero-based organizational, process, and platform transformation.
• Advised division executives on full array of business strategy, client, product, technology, operations, risk, and control matters.

Jan 2015 – Jan 2022 · 7 yrs

• Reported to Corporate General Counsel and member of the Legal Management Committee. Provided centralized business solutions to 1,700 legal professionals and 1,200 legal suppliers across 80 countries.
• Built high-impact team to lead all aspects of department strategy, organizational design, innovation, and transformation.
• Responsible for budgeting, planning, forecasting, human capital, and expense management. Achieved material reduction in expenses, including incremental recurring savings through creation of offshore bill analytics utility.
• Owned delivery and execution of all strategic, technology, and regulatory change initiatives, realizing savings through strong procurement discipline and applying AI solutions to address global regulatory commitments.
• Championed global innovation program, including the implementation of a single, global, fully integrated, and cloud-based contract life cycle, knowledge, and enterprise-legal-management solution.
• Accountable for strategy, governance, procurement, and end-to-end operations of global legal supplier network.
• Led convergence of legal supplier network, implementation of best-in-class Information Security and Risk Management program, and industry-first supplier Diversity, Equity, and Inclusion (DEI) program.
• Established Legal Chief Data Office to enhance data governance, capabilities, analytics, and solutions.
• Responsible for real estate, location strategy, and office management. Led buildout and ongoing oversight of four low-cost, full-service, global centers of excellence (COEs)

Jan 2013 – Jan 2015 · 2 yrs

• Working for Office of the CEO, led strategy efforts for Legal, Finance, and HR functions. Responsible for partnering with respective function heads to develop multi-year strategic transformation plans to radically simplify the operating model through role redesign, organizational delayering, demand management, operational excellence, resource and location optimization, work elimination and driving process efficiency and automation through emerging technologies.

Jan 2011 – Jan 2013 · 2 yrs · Philadelphia, Pennsylvania, United States

• Helped create a client centric international expansion strategy and operating framework to deliver a full range of corporate banking solutions including commercial credit, foreign exchange, and trade and treasury management in 25 countries.

Jan 2011 – Jan 2013 · 2 yrs

Jan 2007 – Jan 2011 · 4 yrs · Charlotte Metro

• Reported to CEO with remit to drive performance and create value in portfolio businesses
• Applied proprietary playbook to grow business 4x over 3 years through complete transformation of deal origination process, platforms, and organization, while keeping expenses relatively flat.
• Helped structure new business through partnership with a leading technology asset finance company
• Reduced operating expenses across portfolio through offshoring two operations centers and automating workflows.
• Led divestiture and reintegration of the Wachovia Capital Finance businesses into the Wells franchise.

Jan 2005 – Jan 2007 · 2 yrs · Charlotte, North Carolina

• Created new Business Excellence practice area. Responsible for client relationship, business development, project delivery and office management.
• Developed proprietary playbook to drive strategic growth, operational efficiency, and sustainable value using best practices from Lean, Six Sigma, Agile, the Balanced Scorecard, and the Star Model, along with practical lessons learned from 80 clients.
• Improved new product speed-to-market by 33% for Wachovia Treasury Management by decreasing approval cycle time 50%.
• For Bank of America, designed and implemented Healthcare Savings Account vendor selection methodology to assess and select a servicing partner.

Jan 1998 – Jan 2005 · 7 yrs · Cleveland, Ohio, United States

• Service Group Lead for B2B Acceleration and Integration service area, responsible for all aspects of client relationship, business development, and project delivery.
• Provided strategic B2B growth thought leadership and execution discipline to multiple Fortune 500 companies.
• Led efforts to achieve Carnegie Mellon Capability Maturity Model (CMMI) Level 3 certification.
• Set up new office and helped develop management consulting practice in the Cleveland, Ohio, market.

Jan 1996 – Jan 1998 · 2 yrs · South Bend-Mishawaka Region