Functional Skills

Performance Management
Communications
Leadership Development
Financial Modeling
Finance Transformation
Operations Management
Project Management
Change Management / Org Design
Forecasting / Projections
Operational Transformation
Operational Efficiency
Organizational Leadership
Strategic Planning

Software Skills

Hubspot
Microsoft Excel
Microsoft Office
Microsoft Project
Microsoft Visio
Microsoft Word
Microsoft PowerPoint

Sector Experience

Business Services
Financial Services
Technology

Languages

English
Bulge Bracket Investment Banks
Fortune 500

Experience

Wells Fargo Operations
Senior Vice President – Head of Chief Operating Officer Group Portfolio Delivery
3/2021 - 7/2023
Delivery responsibility for change initiatives across the COO Organization through the Enterprise Program Management Ofce (PMO). Enterprise-wide programs span from Contact Center, Payments Solutions, and Enterprise Data to Sourcing. Experienced in building and developing a high-performing, collegial team of change delivery professionals.
• Transformation development and delivery responsibility from initial visioning/ ideation to scoping/business case creation to program delivery.
• Portfolio included both traditional program/change delivery and agile / product initiatives ~70 active change initiatives and additional strategy work development. Portfolio size ~$500m in spend.
• Developed Objectives and Key Results (OKR) and Key Risk Indicators (KRI) metrics and reporting processes to monitor and govern transformation. Reporting to COO, CAO, Financial Leadership, Risk and Control.
• Built and developed a global team of 200+ with an overall budget $40m+. Developed the team to expand sk

Zurich Insurance Group Operations
Senior Vice President – Head of Strategic Change & Performance Management
1/2016 - 12/2020
Led strategic change across Enterprise Services division as a member of the leadership team reporting to the divisional COO. Delivered overall strategy execution across ES functions. Direct responsibility for the division's PMO / Program Management, Data / Analytics, and Governance / Control Group activities.
• Accountable for oversight and delivery of program portfolio – delivery resources and overall program control/governance teams (portfolio 10 – 20 projects).
• Cost Transparency – Reengineered and simplied internal charging model for all business units and rolled out a demand-based model for selected services.
• Environmental Operational Sustainability – Established a global program to identify and deliver meaningful environmental impacts across Zurich-owned operations.
• Built and developed a high-performing global team of 25 professionals – 20% elevated to impactful senior roles/responsibilities. Global Budget $7M+.

American International Group (AIG) Operations
Senior Vice President – Operations & Systems
3/2007 - 1/2015
Delivered high-prole strategic programs across AIG's operational footprint (Asset Management, International P&C, Corporate Center). Increasing roles and responsibilities during eight-year tenure (promoted from AVP to VP to SVP).
• Program Lead for AIG Treasury Transformation program ($100M budget / $120M benets). Responsible for creating global treasury centers of operation, including center establishment, migration, function optimization, and new technology implementation. Led an international team of treasury professionals, program management, and technologists (60+ professionals).
• Responsible for developing Corporate Operations & Systems Strategy, operational execution, program monitoring (PMO), and global governance (portfolio of 15-25 projects). Member of Operations Investment Decision Board approving all programs more than $1M. Team of 26 strategy professionals and overall budget of $9M/yr.
• Delivery of operational shared services migration strategy across AIG. Program of w

Bank of America Operations
Vice President – Strategic Change Management
6/2006 - 3/2007
Developed and executed strategic programs across Global Middle Ofce operations, improving business processes for Trading Operations across Fixed Income and Structured Products.

Credit Suisse Information Technology
Business Transformation Lead – Legal & Compliance
2/2004 - 6/2006
Transformation of global enterprise compliance function encompassing deal surveillance/management and research compliance across US, UK, and Asia. Multi-year global project which updated and improved compliance controls for deal surveillance. Project budget of $5M and an international team of over 10 business analysts and technologists.
Additional Work Experience Includes