Experience

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  Silicon Valley Bank

  • Philadelphia, Pennsylvania, United States

  • Senior Advisor – Global Treasury and Payments

    • Feb 2024 - Present
    • Philadelphia, Pennsylvania, United States

    Working with companies to adopt best practices in Treasury and Working Capital Management. Focus on optimizing cash flow, reducing risk and unlocking operating costs.

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  PNC Bank

  • Greater Philadelphia Area

  • Senior Vice President, Leader - Treasury Solutions Group

    • Jun 1992 - Dec 2023
    • Greater Philadelphia Area

    Led PNC’s Treasury Solutions Group (TSG) national advisory group consisting of over 30 professionals, which assisted clients and prospects in addressing working capital utilization, process efficiency and risk mitigation. Focus primarily on corporate treasury, billing, collection, credit, procurement, and trade payment processes. Led related pre-sale integration solutioning including file-based, API enabled and connected approaches. Built teams that created a differentiating client experience and drove PNC revenue growth – supporting 5% of overall won opportunities, reflecting 40% of associated revenue value. Cultivated sustainable culture of high performance and engagement – consistently delivering top quartile NPS metrics.

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  Unisys

  • Greater Philadelphia Area

  • Senior Treasury Analyst

    • Jun 1989 - May 1992
    • Greater Philadelphia Area

    Managed defined benefit and defined contribution assets totaling over $2B, consistently outperforming benchmark returns. Managed $1B short-term debt portfolio - establishing target average maturity, evaluating new instruments and trading innovations, investing excess funds, and negotiating related credit facilities. Participated in international treasury management activities - coordinating monthly funds repatriation, foreign exchange hedging and managing local borrowing activity/capacity. Developed global cash forecasting system. Received 1990 Unisys Corporation Achievement award.

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  Coopers & Lybrand

  • Greater Philadelphia Area

  • Auditor

    • Jul 1984 - Jul 1987
    • Greater Philadelphia Area

    Planned and coordinated variety of audit and consulting engagements across different industries, overseeing teams and supervising financial and SEC reporting, compliance assistance, acquisition candidate evaluations, and internal control reviews.