Functional Skills

Product Strategy
Business Planning
Financial Modeling
Go-to-market Strategy
Digital Experience Design

Software Skills

Microsoft Excel
Microsoft PowerPoint
Microsoft Office
Microsoft Word

Certifications

PMPProject Management Professional

Sector Experience

Financial Services
Retail
Social & Public Sector
Technology
Fortune 500

Experience

Citizens Financial Group Product Management / Strategy
Senior Vice President
3/2015 - 7/2020
Designed and championed Citizens Wealth Management’s digital strategy. Developed business cases for key initiatives and successfully presented funding proposals to the bank’s CEO and Investment Board. Oversaw the implementation of a portfolio of digital initiatives. Directed all aspects of the digital advisor business.
Knight Capital Group Finance
Director of Equity Research
6/2011 - 7/2013
Played a key leadership role in launching, building and managing Knight’s Equity Research business, including product design, technology infrastructure development, business process design, stock selection and research team management.
Santander Bank Finance
Senior Vice President
11/2009 - 6/2011
Led product development, marketing and strategic alliances for Santander's U.S. Debit and Credit Card Business. Developed and sold the business case for Santander to enter the U.S. credit card market and led the management team to launch the business. Negotiated several key strategic alliances and infrastructure supply agreements. Re-launched Santander's debit card business with new, redesigned products. Led the project team to convert customers to new card products on new IT infrastructure.
The Kessler Group Marketing
Senior Vice President
1/2007 - 12/2007
Launched Kessler’s business in Mexico to develop affinity card partnerships for Banco Santander. Developed a partner evaluation process, identified high potential targets in key verticals and sized the overall opportunity. Recruited and managed a local sales force to build a prospect pipeline and develop partnerships with major international brands.
Capital One Financial Operations
Director of Operations Strategy and Analysis
9/2002 - 12/2006
Held senior leadership roles on several complex, cross-functional initiatives within Capital One's operations. Headed the operations team for Capital One’s expansion into Latin America. Managed a team of operations analysts to identify profit improvement initiatives. Led a reorganization initiative of Capital One call centers. Negotiated over $70M in supply contracts. Transformed Capital One’s customer service infrastructure.
Bain & Company Management Consulting
Consultant
8/1999 - 1/2002
Delivered significant bottom line results for clients in a range of industries - advising on marketing strategy, turn-around planning, strategic due diligence and post merger integration.