Functional Skills
Business Unit Strategy
Change Management / Org Design
Finance Transformation
Customer Experience
ERP Implementation
Business Intelligence
Brand Strategy
Data Strategy
Business Analytics
Data Transformation
Agile Software Development
Business Analysis
Business Development
Business Operations
Communications
Software Skills
Database migration
Microsoft Access
Microsoft Excel
Microsoft PowerPoint
Microsoft Project
Microsoft Visio
Salesforce
Tableau
Performance monitoring
Go
ServiceNow
Certifications
CLSSBBCertified Lean Six Sigma Black Belt
CLSSMBBCertified Lean Six Sigma Master Black Belt
Sector Experience
Aerospace & Defense
Business Services
Financial Services
Social & Public Sector
Technology
Languages
Spanish
French
English
Notable Clients
Accenture
AIG
BBVA Compass
HSBC
US Department of Defense
Bulge Bracket Investment Banks
Experience
PMSI
Management Consulting
Director
4/2004 - Present
Senior Project Manager/Consultant and Compliance Risk Management Expert. Advises clientele on production, business operations, financial controls, compliance matters, evaluates/audits current methods and processes and implements improvements & corrective actions. Routinely provides executive coaching, program management, market research & strategic planning for global firms.
AEGIS Global Advisors
Management Consulting
Managing Partner
11/2013 - Present
Senior Project Manager/Consultant and Compliance Risk Management Expert. Advises clientele on strategy & planning, production, business operations, financial controls, compliance matters, evaluates/audits current methods and processes and implements improvements & corrective actions. Routinely provides oversight/tracking /implementation of new regulations and other regulatory activities while liaising on behalf of clientele with government regulators (e.g. USA, UK, EU, Singapore & Brazil).
US Government
Operations
Chief of Operations - Director of Change
8/2008 - 12/2012
A Leader of the largest Continuous Process Improvement & Lean Six Sigma (CPI/LSS) program implementation in the world … more than 3.32 million personnel, across 4 services and more than 20 independent agencies. Operations Manager for $2+ Billion budget, more than 50 personnel and several large enterprise programs.
AXA
Finance
Director Sales & Trading
2/2007 - 6/2008
• AXA Way Relationship Manager. Responsible for Client Relationship Management (Agents/Broker-Dealers, Institutional Investors & Wealth Management Clients), product development & sales, business objectives determination & project goal alignment, supporting investor products strategies/process improvement & change management programs to achieve business targets across investment products business ~ improving sales volume by 33% (YoY) resulting in more than $5 billion in revenue.
JPMorgan Chase & Co
Finance
Vice President Retail & Capital Markets
9/2002 - 4/2004
•Commercial, Retail & Investment Banking. Responsible for improving Profitability, Global Audit, AML/CFT/KYC compliance [e.g. 314(a) & 314(b) requests, OFAC sanctioning & clearing, PEP/High Risk client review & CTR/SAR processes], while identifying & mitigating risks for SBUs. Recognized for developing enterprise audit plans & leading a 20 person compliance risk team. Achievements: improving compliance scores from 75% to 100%, eliminating fines & audit issues and saving more than $450 million.
United States Air Force
Operations
Military Officer - Aviator
3/1996 - 5/2003
Aviator, Operations and Command & Control Officer (Air Education & Training Command, AF Space Command, US Space Command): responsible for leading diverse, geographically dispersed teams to achieve critical mission objectives. Expertise in operations management, strategy planning & execution, personnel management, budget planning & administration, maintenance & repair management, program/project management, organizational training and enterprise education.