Experience

Fluid-Screen

• United States
• Nanotechnology Research
• 1 - 100 Employee

• CFO

  • Aug 2019 - Sep 2020

  Boston, MA Fluid-Screen is revolutionizing the way to analyze bacteria, challenging the status quo, bacterial culture, that has been a standard for quality assurance in the pharma industry for over 130 years. In my role as CFO, I am responsible for the day to day business management of the company, responsible for the financial and operations management of an international biotech start-up. I've built the administrative, operational and financial structure for the company. This includes the… Show more Fluid-Screen is revolutionizing the way to analyze bacteria, challenging the status quo, bacterial culture, that has been a standard for quality assurance in the pharma industry for over 130 years. In my role as CFO, I am responsible for the day to day business management of the company, responsible for the financial and operations management of an international biotech start-up. I've built the administrative, operational and financial structure for the company. This includes the management of strategic planning, governance, budgeting, fundraising, as well as human resources, risk management and marketing. Show less



Womenade Boston

• United States
• Philanthropy
• 1 - 100 Employee

• President

  • 2019 - Sep 2020

  Boston, MA Womenade Boston is a Giving Circle dedicated to supporting programs that empower teen girls and women in the greater Boston area. Giving Circle members pool donations and engage in collective decision-making about how to place funds.



Epiphany

• United Arab Emirates
• Business Consulting and Services
• 1 - 100 Employee

• Treasurer

  • 2015 - Jan 2020

  Winchester, MA I managed the financial operations for a non-profit with oversight of a $1MM+ operating budget and $1MM+ balance sheet. Lead strategic and tactical financial programs. Monitor adherence to financial policies. Member of the Executive Committee; Chair of the Finance and Investment Committee. • Led efforts that resulted in balanced budgets for all 4 years of my tenure. • Chaired the Strategic Planning Committee that set direction for the non-profit by developing a long-term 7-year plan.… Show more I managed the financial operations for a non-profit with oversight of a $1MM+ operating budget and $1MM+ balance sheet. Lead strategic and tactical financial programs. Monitor adherence to financial policies. Member of the Executive Committee; Chair of the Finance and Investment Committee. • Led efforts that resulted in balanced budgets for all 4 years of my tenure. • Chaired the Strategic Planning Committee that set direction for the non-profit by developing a long-term 7-year plan. Required leveraging extensive project management and influencing skills. Show less



Pikcio AG

• Chief Operating Officer/Planning and Risk Management

  • Mar 2017 - Jul 2019

  Boston, MA & Lausanne, Switzerland In this role I manage the risk and operations functions for an international FinTech (Blockchain) start-up. I've built the entire business infrastructure to include enterprise risk management, compliance, governance for strategic and operations decision making, corporate financial and people management. I established GDPR compliance, set-up Privacy and IP licensing framework for the company; serviced as Compliance Officer with direct AML/KYC oversight. Notable achievements in this role… Show more In this role I manage the risk and operations functions for an international FinTech (Blockchain) start-up. I've built the entire business infrastructure to include enterprise risk management, compliance, governance for strategic and operations decision making, corporate financial and people management. I established GDPR compliance, set-up Privacy and IP licensing framework for the company; serviced as Compliance Officer with direct AML/KYC oversight. Notable achievements in this role include: • Led licensing, legal, finance, risk and compliance efforts in growing the company from 2 international locations to 7 in 18 months. Expanded from France and US to Switzerland, China, Japan, Singapore and Bahrain. • Established the KPI structure and manage the results for the company that grew its balance sheet from less than $1MM to more than $10MM. KPIs are inclusive of sales, financial, operations and technology development results. • Led people recruitment efforts expanding the team from 5 employees in early 2017 to 45 by the end of 2018 in seven international location. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Director, Business Risk and Controls

  • 2015 - 2017

  Boston, MA I was the Business Risk and Controls Executive for Bank of America’s Consumer Lending business. I directed the teams responsible for the remediation of compliance, operational and customer issues associated with Bank of America’s Consumer Lending business. Directed over 100 exams and audits on an annual basis; including Regulatory, Compliance and Risk assessments. • Reduced Regulator and Audit identified issues by 12% by implementing business protocols to proactively self-identify… Show more I was the Business Risk and Controls Executive for Bank of America’s Consumer Lending business. I directed the teams responsible for the remediation of compliance, operational and customer issues associated with Bank of America’s Consumer Lending business. Directed over 100 exams and audits on an annual basis; including Regulatory, Compliance and Risk assessments. • Reduced Regulator and Audit identified issues by 12% by implementing business protocols to proactively self-identify issues. • Streamlined the process of vetting and opening issues from 3 weeks to 1 week by optimizing the issues evaluation process. • Drove 99% of issues to close on time; managed all issues and exam metrics to meet or exceed goals. Show less



Bank of America Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Chief Operating Office/Director, Strategy & Business Support

  • 2014 - 2015

  Boston, MA Led strategic and tactical efforts for Merrill Lynch and US Trust’s mortgage originations business. Liaised with partners for management of P&L, risk, planning, initiatives, communications, performance reporting, human resources and administration. Chaired Pricing Council and Operating Committee. • Led successful $100MM contract negotiations with the country’s largest 3rd party mortgage service provider. Contract resulted in significantly better service levels and stringent compliance… Show more Led strategic and tactical efforts for Merrill Lynch and US Trust’s mortgage originations business. Liaised with partners for management of P&L, risk, planning, initiatives, communications, performance reporting, human resources and administration. Chaired Pricing Council and Operating Committee. • Led successful $100MM contract negotiations with the country’s largest 3rd party mortgage service provider. Contract resulted in significantly better service levels and stringent compliance adherence requirements. • Successfully directed the highly complex roll-out of the Consumer Financial Protection Bureau’s TILA-RESPA Disclosure (TRID) rule, a major 2015 mortgage origination regulatory change. • Galvanized a risk culture within the business by building out its risk controls function.

• Director, Service Delivery and Client Experience

  • 2009 - 2014

  Boston, MA Managed relationship with the country’s largest 3rd party mortgage service provider responsible for Merrill Lynch originations and servicing operations. Provided support for ~16,000 Merrill Lynch Financial Advisors and US Trust Private Client Managers and their high net worth clients. Managed twenty-five bank associates and a vendor operation of ~300 associates. • Revamped the operational oversight program for the Merrill Lynch mortgage business improving client experience by 10%… Show more Managed relationship with the country’s largest 3rd party mortgage service provider responsible for Merrill Lynch originations and servicing operations. Provided support for ~16,000 Merrill Lynch Financial Advisors and US Trust Private Client Managers and their high net worth clients. Managed twenty-five bank associates and a vendor operation of ~300 associates. • Revamped the operational oversight program for the Merrill Lynch mortgage business improving client experience by 10% over tenure in role. • Represented Bank of America in its merger with Merrill Lynch’s mortgage business. Used strong relationship building skills to successfully broker business and cultural differences between the two organizations. During this period I was also honored to be placed in the Bank's Accelerated Leadership Development Program which is an exclusive program for top performing executives at the Bank.

• Senior Vice President, Premier Banking Lending

  • 2007 - 2009

  Boston, MA Directed the mortgage business for the Premier Bank, Bank of America’s affluent client segment; responsible for managing product, pricing and business growth efforts. • Drove $50MM in incremental assets under management by the successful development and launch of a relationship-based pricing approach for the business. • Improved revenue by 4% by implementing new pricing elasticity models specific to the affluent client base.

• Senior Vice President, Product and Pricing

  • 2006 - 2007

  Providence, RI Managed Consumer Lending product, pricing and business development; identified and built solutions for new, emerging and existing customer segments; led strategic marketing and direct mail efforts. Managed a team of forty-five associates. • Granted two patents resulting from the development of a new business innovation framework and cross-business innovation forums. • Successfully led $5B portfolio purchase program.

• Senior Vice President, Home Equity Product Management

  • 2005 - 2006

  Providence, RI During my time in this role I built and managed the Home Equity product development business. This was a challenging effort that ultimately resulted in developing a new business framework and cross-business innovation forums. In this role I was responsible for identifying, highlighting and building solutions for new, emerging and existing customer segments. I also built a new B2B distribution structure to investigate 3rd party Home Equity sales opportunities and I was responsible for… Show more During my time in this role I built and managed the Home Equity product development business. This was a challenging effort that ultimately resulted in developing a new business framework and cross-business innovation forums. In this role I was responsible for identifying, highlighting and building solutions for new, emerging and existing customer segments. I also built a new B2B distribution structure to investigate 3rd party Home Equity sales opportunities and I was responsible for managing and enhancing the business value proposition in partnership with Marketing. I supervised, motivated, and developed a team of thirteen. Since this role was heavily focused on innovation I was proud to ultimately achieve two patents within the Consumer Lending space.

• Senior Vice President, Mortgage Lending Performance Reporting Executive

  • 2004 - 2005

  Providence, RI In this role I developed the strategic framework for Home Equity and 1st Mortgage performance reporting. I directed efforts to create a new data management structure to support the business and led business analytical efforts. I also established a 1st Mortgage product/channel profitability measurement structure. I supervised, motivated, and developed a team of seven.



Fleet Boston Financial

• United States
• Renewable Energy Semiconductor Manufacturing

• Consumer Lending Business Analytics & Forecasting

  • 2002 - 2004

  Providence, RI I was responsible for directing Consumer Lending pricing strategy, profitability and operations. I managed the development and maintenance of business models and led Consumer Lending business analytics efforts. I managed a team of six.

• Business Support & Planning Manager, Online Financial Services

  • 2001 - 2002

  Boston, MA In this role I managed Online Banking, Internet and Intranet financial reporting and forecasting, planning, technology initiatives, database development, administration and communications.