Experience

Mosaic (joinmosaic.com)

• United States
• Financial Services
• 100 - 200 Employee

• Chief Financial Officer

  • Oct 2023 - Present



Santander US

• United States
• Financial Services
• 500 - 600 Employee

• SEVP, Chief Strategy & Corporate Development Officer; Santander US & Santander Bank, N.A.

  • Jan 2020 - Oct 2023

  Architected multi-year strategic roadmaps across US operations with $180bn in Assets and $2.0bn in Net Income across 5 business lines, including Consumer Lending, Consumer Banking, Commercial Banking, Corporate & Investment Banking, and Wealth Management. Serve as a trusted partner to the leadership team, driving alignment on strategic priorities and capital allocation to ensure growth is disciplined, investments meet financial targets, and strategic initiatives and M&A transactions are executed efficiently across cross-functional teams. Show less

• EVP, Head of FP&A, Santander US & Santander Bank, N.A.

  • Sep 2015 - Jan 2020

  Promoted to lead the build out of an integrated finance and strategy functions for all US operations as part of forming the US Intermediate Holding Company to comply with Regulation YY for Foreign Banking Organizations, including strategic planning, corporate development, capital planning, financial budgeting, and performance management.

• EVP, Head of Strategic Planning, Santander Bank, N.A.

  • Jun 2014 - Sep 2015

  Recruited to execute a significant business and risk transformation program, building a foundation for integrating risk management, capital planning and business strategy. Built cohesion across previously siloed operations, simplified complex processes and managed conflicting perspectives to meet regulatory standards while improving business decision making.



Guggenheim Partners

• United States
• Financial Services
• 700 & Above Employee

• Managing Director -- Financial Institutions Group

  • Mar 2013 - Jun 2014



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Director -- Financial Institutions Group

  • Mar 2009 - Mar 2013



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Vice President -- Financial Institutions Group

  • Jun 2005 - Mar 2009



Bear Stearns Companies

• United States
• Financial Services
• 1 - 100 Employee

• Associate -- Financial Institutions Group

  • Jun 2004 - Jun 2005



Stern Stewart & Co.

• Germany
• Business Consulting and Services
• 100 - 200 Employee

• Associate -- Corporate Finance Advisory and Middle Market EVA

  • Jun 2001 - Jun 2004