Experience

TriState Capital Bank

• United States
• Banking
• 300 - 400 Employee

• SVP, Business Process Optimization

  • Sep 2022 - Present

• SVP, Bank Operations Business Support Manager (Chief of Staff)

  • Dec 2021 - Sep 2022

  Supports the Bank Operations Leadership team in overall business planning, first line of defense risk management, performance optimization, and business execution.



PNC

• United States
• Financial Services
• 700 & Above Employee

• Risk & Control Advisor, VP

  • Oct 2019 - Dec 2021

  Perform advisory and formal challenge responsibilities to identify, assess, monitor and report related to the ongoing business and operational activities of the 1st line (business area). This includes confirming a sound control infrastructure is in place within established tolerances, risk implications of new initiatives and strategic decisions are fully understood and appropriately managed, and exposure to unexpected operational risk events or unintended consequences is understood and managed. Participate in business and risk advisory groups and provide subject matter expertise on money movement (payments), risk management and change management across the organization. Show less

• Line of Business Risk Manager, VP

  • Aug 2018 - Oct 2019

  Lead organizationally as an ambassador of a strong risk culture by proactively engaging a team of risk professionals responsible for the execution of the operational risk management framework. Provide subject matter expertise and guidance as a first line of defense function for trigger events (i.e., Projects, Loss Events, issues, breaches of key risk indicators, etc.), ongoing monitoring and testing of controls, issue remediation and interacting with other first, second, and third line of defense risk partners to identify, document, and review business processes, risk events and controls to align with internal policies and regulations. Show less

• Line of Business Risk Lead, VP

  • Nov 2017 - Aug 2018

• Senior Operations Manager, VP

  • Jun 2015 - Nov 2017

  Senior Operations Manager responsible for providing decision-making and guidance towards the overall payment services strategy, performing critical assessments to identify and mitigate risks in the design, development and testing of a new payments platform, shaping the payments policy and standards, coordinating the migration of the new target operating model for Wire, ACH, and Multi-Currency Operations and championing the utilization of Agile project methodology.

• Wire Operations Manager, AVP

  • Aug 2010 - May 2015

  Operations Manager of Wire Transfer Services (International & Domestic) including Operations, Implementations and Client Services involving 88 employees across two site locations (Pittsburgh and Philadelphia). Responsibilities include Pittsburgh Site Manager, Fed/SWIFT transaction processing, Budget Management, Risk Management, Vendor Management, Business Resiliency, Process Improvement, BASEL, OFAC, AML, Analytics/Reporting, Account/Application Reconcilement, Wire Policy, Wire Application Owner, Training, Bank Acquisition/Merger Project Management and Mentoring next level management. Show less

• Wire Operations Supervisor

  • Mar 2007 - Aug 2010

  Pittsburgh Supervisor responsible for Payment Processing, Client Implementations, and Product Client Services in Pittsburgh. Oversaw the establishment of the Fed Extended Hours processing team and managed multiple bank mergers and acquisitions for Wire Operations.

• Wire QA Analyst

  • Aug 2005 - Mar 2007

  Responsible for all project management aspects related to testing, validation, training, and documentation of vendor code releases of the wire application. Opened/closed issues with the vendor and internal technology teams. Performed quarterly operations reviews for processing differences and improvements.

• International Wire Transfer Representative

  • Aug 2004 - Aug 2005

  Duties included taking phone entry of foreign currency wire transfers, entry and confirmation of Object Charlie trades, processing of all incoming and outgoing international wire transfers, first level review of all payments and messages for OFAC screening, and shutdown the wire application’s connection to the SWIFT network.



Elias Industries

• Greater Pittsburgh Area

• Customer Rep. for Tapco division

  • Aug 2002 - Jul 2004



Delaware North

• United States
• Hospitality
• 700 & Above Employee

• Food & Beverage Manager

  • Nov 1998 - Mar 2002