Experience

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  Perficient (ForwardThinkGroup)

  • Greater New York City Area

  • Director Financial Services

    • 2009 - Present
    • Greater New York City Area

    ForwardThink, a management and technology solution provider in the financial services industry, was purchased by Perficient Inc., a leading digital transformation consulting firm to Global 2000 customers, in 2014.Established and built this management consulting business with former colleagues at BusinessEdge, and grew it into a profitable enterprise that generated tens of millions of dollars in sales. Held full accountability for business development, program management and project management, with a primary focus on financial services clients. Built and managed a team of approximately 180 in-house consultants and independent contractor consultants.Created and implemented highly effective organizational and resource strategies for global financial services and capital markets organizations. Provided program management support for a unified desktop initiative a leading credit union, Managed data onboarding project that supported AML compliance reporting and regulatory reporting for two leading banks, Established business requirements for international cash management products at another major bank. Developed center of excellence for SAP development at an Insurance Industry Leader.

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  EMC/BusinessEdge

  • Greater New York City Area

  • Service Delivery Partner

    • 2005 - 2009
    • Greater New York City Area

    BusinessEdge Solutions was a management consulting firm purchased by EMC, the world’s largest provider of data-storage systems, in 2007. Played a key role in successfully positioning the company for its acquisition by EMC in 2007. Managed the firm’s banking sector practice and built the Financial Services Group. Developed new business, and broadened the base of clients. Planned and drove delivery of a wide variety of projects in the areas of service development, data modeling, data security, user segmentation and application delivery for clients in technology and financial services.  Doubled size of client base while broadening its scope to include banks, insurance companies and brokerage firms. Doubled revenues by leveraging strong network of contacts in the greater New York area to develop new business. Developed EMEA email integration program for the merger of RBN and ABN in Europe.

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  Broomfield Associates

  • Greater New York City Area

  • Principal | Consultant

    • 2001 - 2005
    • Greater New York City Area

    Broomfield Associates was a boutique consulting practice specializing in organizational structuring strategies for financial services clients. Established and managed this consulting business that provided clients, primarily in the financial services industry, with strategies and solutions for structuring their organizations for increased growth, profitability and efficiency. Developed and implemented the offshore resource strategy for the Treasury Services IT Organization of a Global Financial Services firm and supported its successful integration. Project managed the post-merger integration of a leading bank’s application management team into Bank One organization.

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  Citibank Private Bank

  • Greater New York City Area

  • Chief Information Officer | Managing Director – Application Technology

    • 2001 - 2001
    • Greater New York City Area

    Citibank Private Bank is a private banking division of Citigroup, a multinational financial services corporation. Directed all aspects of application technology development and deployment for this leading global private bank. Held overall accountability for strategy, software development, maintenance, telecommunications, data processing and desktop support, as well as transaction processing and information reporting services. Positioned technology for greater impact within the overall business structure by reorganizing staff and leading teams to align their projects and budgets with business objectives. Implemented efficiencies that significantly reduced the annual budget run rate.

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  AIG

  • Greater New York City Area

  • Chief of Staff to CIO

    • 1998 - 2001
    • Greater New York City Area

    AIG is an American multinational insurance corporation with operations in more than 80 countries and jurisdictions. Designed and implemented a Technology Effectiveness Program combining several measurements and reporting processes, which provided senior management with greater insights in monitoring effectiveness of programs under their direction. Directed development of an offshore application development center in a joint venture with TCS.

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  Citibank

  • Greater New York City Area

  • Managing Director of Global Cash Management Operations and Technology

    • 1995 - 1998
    • Greater New York City Area

    Citigroup is an American multinational investment banking and financial services corporation formed by the merger of banking giant Citicorp and financial conglomerate Travelers Group in 1998.Directed ~2,000 operations personnel across 20 countries that managed hundreds of billions of dollars in daily funds flow. Supervised personnel tasked with developing domestic USA-based and global multicurrency, multilocation software applications.  Recruited and built a strong international management team that improved quality, control and unit cost. Delivered an 80%+ reduction in systems-related outages by stabilizing highly volatile funds movement applications. Doubled transaction processing capacity by updating the technical infrastructure, modernizing communications and improving monitoring capabilities.  Reduced operating expense run rate 20%, by consolidating nine operating locations into three strategic customer service and transmission processing locations. Increased customer satisfaction by 25% through development of a new corporate customer model. Saved tens of millions of dollars annually by outsourcing domestic cash management services through a joint venture with a third-party provider.

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  Bankers Trust Company

  • Managing Director, Global Operations and Technology, Global Institutions Services

    • 1984 - 1995

    Bankers Trust was as historic American banking organization formed in 1903, which merged with investment bank, Alex. Brown & Sons in 1997 and was subsequently acquired with Deutsche Bank in 1999.Directed all aspects of global operations (NY, London, Frankfurt, Tokyo and Hong Kong) for data processing, funds transfer (USD and major European currencies), trade services, domestic cash management, global/domestic custody operations, and account/customer services operations. Managed team of software development engineers and an annual budget of $120M.Partnered with CIO in developing a global application architecture that provided the framework for future application development. Drove 300% growth in volume with no increase in clerical servicing staff. Facilitated improvement in market share position from eighth to third. Enabled improved utilization of a global custodian Established European Regional Services Center that consolidated operations from London and Frankfurt into a single location in Dublin. Created joint venture with First Fidelity Bank that consolidated domestic check processing and ACH operations for both parties and other regional financial institutions.

  • Vice President| Product Manager

    • 1982 - 1984

    Developed business requirements for funds transfer and information products, in addition to supporting sales team in marketing Cash Management Service.

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  Manufacturers Hanover Trust

  • Vice President

    • 1977 - 1982