RESPONSIBILITIES:
• Establishing and carrying out organizational or departmental procedures, goals and policies
• Directing and overseeing an organization's budgetary and financial activities
• Consulting with other board members, executives and staff about general operations
• Negotiating and approving agreements and contracts for clients and investors
• Led initial Sales efforts.

RESPONSIBILITIES:
• Designed and implemented business strategies, plans and procedures
• Oversee the daily operation of the company (Marketing, Sales, Client Services, Finance)
• Manage relationships with executives at top financial firms
• Understand clients' needs and deploy strategies to delight them at all levels of their organizations.

RESPONSIBILITIES: May 2016 – November 2020 Created a new Distribution & Marketing Finance team to support the Retail Financial Services division of TIAA:
• Developed Financial Reporting "cube" to provide multiple views
• Creating a foundation hierarchy for Wealth Management reporting for benchmark analysis
• Designed new auditable and rational allocation methodology for Distribution across TIAA
• Automated Advisory Compensation to include 800+ Advisors & $75M+ with annual regulatory and plan changes

Asset Servicing – Alternative Investments Services – Head of N.A. Client Services - Implementation/Onboarding RESPONSIBILITIES: January 2014-May 2016 Develop and train Client Implementation team while creating standards, project plans, checklists and executing on a control focused process.
• Developed senior management reporting detailing N.A. launch activity
• Enhanced critical control functions to effectively manage end to end timelines
• Created dramatic efficiencies while increasing launch success rate to 100% (volumes increased 3X - zero FTE increase)

RESPONSIBILITIES: August 2010- December 2013 Redefined and built an international team that were responsible for all aspects of Program/Project Management, Technology Support Services, and Business Analysis for all Alternative Investment platforms and defined the strategic way forward.
• Awarded Global Risk Americas Innovative Product of the Year 2013 Money Automation - Alternatives
• Managed Global team to include Ireland, Poland, India, Delaware, Dallas, New Jersey & New York.

RESPONSIBILITIES: Managed direct reports and a 70+ (matrix reporting) global cross functional team (technology, operations, client service) responsible for root cause analysis and resolution, migration from regional disparate systems/processes to a strategic platform model, offshoring of operations to a lower cost location, and development of single operating model
• Identify strategic platform and migrate 15 disparate platforms across 16 locations to a single shared environment
• Increased STP by 12% in 2008 and 28% by YE 2010
• Spearheaded offshoring effort migrating 25 FTE to Mumbai in 2008 and 110 in 2009 to Mumbai and Manila; $20MM impact

RESPONSIBILITIES:
• Grew business segments revenue by 5% /annum and efficiency by 10%
• Lead IT and Operations to implement a single service model, reducing E/R by 40%, reducing FTE by 75
• Managed cross-functional team of 65 (Technology, Operations, Sales, Client Service)

RESPONSIBILITIES:
• Worked directly with senior members of SEC, CFTC, Exchanges, and Clearing Corporations for approval of RCCM
• Participated in Sales calls with Goldman, Citi, Mitsubishi, CME, etc.
• Partnered with Chicago Mercantile Exchange to develop the largest investment earning facility offering (IEF5)
• Grew RCCM to ~$50 Billion on deposits that generates over ~$200 Million per annum while reducing E/R from 40% to 15%

RESPONSIBILITIES:
• Identified five acquisition targets for review with Lab M&A team
• Co-founding member of ADR Max cross books; generates over $100MM in revenue per annum
• Created Regulatory Cash Collateral Management
• Attend Harvard Product Management Executive Management Program

Strategic Initiatives, Corporate Trust Division - Vice President RESPONSIBILITIES:
• Performed Mergers & Acquisitions Analysis
• Managed New Product Development, Marketing and Branding teams
• Created, developed and marketed Small Cap Custody® and BNY Portfolio Snapshot™ products