About
Highly accomplished Senior Data & Technology Leader with over a decade of experience driving complex commercial bank transformation initiatives. Proven track record in designing and executing large-scale technology programs, including cutting-edge AI solutions, while expertly managing risk, ensuring compliance, and optimizing operational efficiency.
Work
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Summary
Leading strategic data initiatives and vendor partnerships to drive enterprise credit strategy and digital transformation.
Highlights
Serve as primary liaison across diverse stakeholders, including Program Executives, Business Channel Executives, SMEs, Technology, Operations, Client Services, Legal, Compliance Risk, and external suppliers/vendors, fostering critical partnerships.
Led vendor engagement strategies, identifying and onboarding new partners while expanding existing relationships to enhance data and software offerings.
Drove strategy, planning, and funding for the deployment of high-value vendor solutions.
Managed over $45M in vendor contract spend for models, data, and SaaS solutions, negotiating favorable terms to achieve 5% annual cost savings and enhance budget forecasting accuracy.
Directed business process and data transmission alignment for cloud-based applications, mitigating security risks and ensuring regulatory compliance.
Developed and implemented a centralized third-party engagement strategy, significantly streamlining vendor onboarding and enhancing cost visibility.
Served as Model Owner for an AI/OCR solution, authoring a comprehensive whitepaper to drive enterprise-wide adoption.
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Summary
Managed the vision, direction, and data governance for a critical enterprise credit platform.
Highlights
Defined vision, direction, and data governance for a $300M+ enterprise platform, establishing its target state for credit underwriting and monitoring.
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Summary
Led strategic planning and implementation for the Payroll Protection Program (PPP) within Global Banking and Markets.
Highlights
Orchestrated strategy, planning, process design, platform implementation, and executive communications for the Payroll Protection Program (PPP) within Global Banking and Markets, directly responding to the CARES Act.
Spearheaded Strategy & Operations and Escalation work streams, facilitating the origination of over $17.5B in PPP loans (Round 1-4) and generating $500M+ in SBA fee revenues.
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Summary
Oversaw the development of a front-end enterprise data comparison tool for treasury operations.
Highlights
Led the development and stakeholder engagement for an enterprise data comparison tool, reconciling multi-billion dollar positions by integrating data from diverse internal and external sources.
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Summary
Defined technical strategies and led data remediation efforts for critical counterparty exposures.
Highlights
Collaborated with business partners to define technical strategies, gather requirements, and develop functional designs aligned with business objectives and system infrastructure.
Executed tactical and strategic data remediation efforts for critical counterparty exposures exceeding $100 million, achieving 99% accuracy in liquidity reports for external regulators.
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Summary
Managed data integration projects to support the decommissioning of legacy systems.
Highlights
Managed the integration of asset and liability general ledger data across two critical data warehouses, supporting the decommissioning of a legacy Corporate Treasury Data Mart.
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Summary
Provided change management and remediation services for an enterprise legal entity database.
Highlights
Led change management and remediation for an enterprise legal entity reference database, optimizing front, middle, and back-office efficiency and boosting investment sales performance for hundreds of users by streamlining counterparty, KYC, settlement, and tax data.
Skills
Enterprise Vision
Strategic Planning, Long-term Strategy, Business Alignment, Future-State Definition.
Strategic Road Mapping
Roadmap Development, Strategic Planning, Initiative Prioritization, Execution Planning.
Executive Stakeholder Management
Cross-functional Collaboration, Executive Communication, Relationship Building, Consensus Building.
Digital Transformation
Process Optimization, Technology Integration, System Modernization, Change Management.
AI/GenAI
AI Solutions, OCR, Machine Learning, Emerging Technologies.
Vendor Negotiation & Cost Optimization
Contract Negotiation, Vendor Management, Cost Reduction, Budgeting, SaaS Agreements.
Technology Partnership
Strategic Alliances, Technology Integration, Solution Development, Vendor Collaboration.
Model Risk Management
Risk Assessment, Regulatory Compliance, Data Governance, Model Validation.
Data Risk Reduction
Data Security, Compliance, Data Quality, Risk Mitigation.