Experience

DxEcosystems Inc.
• United States
• IT Services and IT Consulting
• 1 - 100 Employee
• Peer Advisor

  • Jun 2023 - Present


Quaeris, Inc.

• United States
• Software Development

• Peer Advisor

  • Mar 2022 - Present

  Board of Directors Board of Directors


VVS, LLC
• United States
• IT Services and IT Consulting
• Minority Owner

  • Nov 2021 - Present


TIAA

• United States
• Financial Services
• 700 & Above Employee

• Data Specialist (Consultant)

  • Nov 2022 - Jun 2023

  Seismic, Data Lineage - ENDED. 6/05/23 Seismic, Data Lineage - ENDED. 6/05/23



Wells Fargo (Consultant)

• Data Specialist (Consultant)

  • Oct 2022 - Jun 2023

  Operations Location Strategy, Data Lineage in Finance - ENDED 6/13/23 Operations Location Strategy, Data Lineage in Finance - ENDED 6/13/23



IBM

• IT Services and IT Consulting
• 1 - 100 Employee

• Partner

  • Mar 2021 - Jun 2022

  Left to join more agnostic consulting firm to developing customer solutions. Didn’t enjoy pushing IBM products, particularly because I deal with every group in a client more so than the technology group. Worked in Artificial Intelligence, Data & Analytics Left to join more agnostic consulting firm to developing customer solutions. Didn’t enjoy pushing IBM products, particularly because I deal with every group in a client more so than the technology group. Worked in Artificial Intelligence, Data & Analytics



Cognizant

• Uzbekistan
• Education
• 1 - 100 Employee

• Client Service Executive- Artificial Intelligence and Analytics (Sales, Service and Delivery)

  • Jun 2019 - Aug 2020

  Managing Analytics and Artificial Intelligence relationship with a Credit Suisse. Because of the virus I no longer wanted to be in New York because of Covid-19. Managing Analytics and Artificial Intelligence relationship with a Credit Suisse. Because of the virus I no longer wanted to be in New York because of Covid-19.



Analytically Driven

• United Kingdom
• Advertising Services

• Managing Partner (Sales, Service and Delivery)

  • Jul 2009 - May 2019

  Consulting in Analytics, Artificial Intelligence, Change Management, Finance, Marketing, Operations and Strategy. Privately held firm. Consulting in Analytics, Artificial Intelligence, Change Management, Finance, Marketing, Operations and Strategy. Privately held firm.



Accenture

• Ireland
• Business Consulting and Services
• 700 & Above Employee

• Partner - North American Banking Analytics Lead (Sales, Service, Strategy,and Delivery)

  • May 2010 - Apr 2012

  Was a Partner and led the North America Banking Customer Analytics Practice. Sold and led large Enterprise Business Intelligence Implementation at a Super Regional Bank. Sold and led Enterprise-wide data analysis and process improvement for Digital Marketing group of Top 5 US Bank Was a Partner and led the North America Banking Customer Analytics Practice. Sold and led large Enterprise Business Intelligence Implementation at a Super Regional Bank. Sold and led Enterprise-wide data analysis and process improvement for Digital Marketing group of Top 5 US Bank



G.F. Ross & Company

• Financial Services
• 1 - 100 Employee

• Managing Director

  • Feb 2009 - May 2010

  Advised PNC CFO in acquisition implementation of National City Bank Co-led Strategic implementation of Wealth Management during NCB acquisition Left to become Senior Executive at Accenture Advised PNC CFO in acquisition implementation of National City Bank Co-led Strategic implementation of Wealth Management during NCB acquisition Left to become Senior Executive at Accenture



Bank of America

• United States
• Banking
• 700 & Above Employee

• SVP, Finance Executive

  • Dec 2005 - Jun 2009

  Finance Executive in Global Credit and Treasury business ($15B annual revenues). Was responsible for $400M of annual initiative spend (improvements to business capabilities). Worked with LOB leaders to develop KPIs to constantly evaluate health of business. Managed "Competitive Analysis" to measure our business versus competition and determine key drivers of outperformance/underperformance. Was primary leader for the "3-Year Strategic Plan". Served as Change Management Executive in… Show more Finance Executive in Global Credit and Treasury business ($15B annual revenues). Was responsible for $400M of annual initiative spend (improvements to business capabilities). Worked with LOB leaders to develop KPIs to constantly evaluate health of business. Managed "Competitive Analysis" to measure our business versus competition and determine key drivers of outperformance/underperformance. Was primary leader for the "3-Year Strategic Plan". Served as Change Management Executive in LaSalle Bank acquisition for the Global Corporate and Investment Banking (GCIB) group. Was responsible for assigning all LaSalle Bank clients to appropriate LOB owners (Consumer, Wealth, Corporate, etc.). Also oversaw all non-technology activities of merger integration for GCIB. Was Global Quality and Productivity Executive in Service and Fulfillment Operations (SFO) for Image and Electronic Payment Services, SFO Strategy, Risk Management, Change Management, and Capacity Planning. Provided $12M of annual productivity gains. Show less Finance Executive in Global Credit and Treasury business ($15B annual revenues). Was responsible for $400M of annual initiative spend (improvements to business capabilities). Worked with LOB leaders to develop KPIs to constantly evaluate health of business. Managed "Competitive Analysis" to measure our business versus competition and determine key drivers of outperformance/underperformance. Was primary leader for the "3-Year Strategic Plan". Served as Change Management Executive in… Show more Finance Executive in Global Credit and Treasury business ($15B annual revenues). Was responsible for $400M of annual initiative spend (improvements to business capabilities). Worked with LOB leaders to develop KPIs to constantly evaluate health of business. Managed "Competitive Analysis" to measure our business versus competition and determine key drivers of outperformance/underperformance. Was primary leader for the "3-Year Strategic Plan". Served as Change Management Executive in LaSalle Bank acquisition for the Global Corporate and Investment Banking (GCIB) group. Was responsible for assigning all LaSalle Bank clients to appropriate LOB owners (Consumer, Wealth, Corporate, etc.). Also oversaw all non-technology activities of merger integration for GCIB. Was Global Quality and Productivity Executive in Service and Fulfillment Operations (SFO) for Image and Electronic Payment Services, SFO Strategy, Risk Management, Change Management, and Capacity Planning. Provided $12M of annual productivity gains. Show less



IBM Global Business Services

• Managing Consultant -CRM Strategy (Service and Delivery)

  • Jan 2005 - Nov 2005

  Designed and led strategic engagements at large financial institutions, like Bank of America, Morgan Stanley, TIAA-CREF, etc.) by leveraging advanced analytics and process improvement. Designed and led strategic engagements at large financial institutions, like Bank of America, Morgan Stanley, TIAA-CREF, etc.) by leveraging advanced analytics and process improvement.



KeyCorp

• Australia
• Information Technology & Services
• 1 - 100 Employee

• Head of Client Strategy-McDonald Financial Group

  • 2003 - 2005

  Was responsible for development and execution of client strategy to drive profitable organic growth, deepen wallet share and improve customer experience. Created analytical algorithms, improved processes, and better communication to driving double digit (15-18%) increases in organic revenue growth at 60+% margins, on a $750M revenue base. Was responsible for development and execution of client strategy to drive profitable organic growth, deepen wallet share and improve customer experience. Created analytical algorithms, improved processes, and better communication to driving double digit (15-18%) increases in organic revenue growth at 60+% margins, on a $750M revenue base.