Transformation Leader

• Apr 2020 - Present

Vice President, Transformation and Controls

• Jun 2018 - Apr 2020

Driving Finance and Shared Services transformation as WeWork transitions from a startup to the next stage of its advancement. Driving Finance and Shared Services transformation as WeWork transitions from a startup to the next stage of its advancement.

Managing Director

• Dec 2008 - Jun 2018

Led program management for Wealth Management digital strategy. Successfully delivered transformational initiatives to support Morgan Stanley Private Bank's strategic growth. Led program management for Wealth Management digital strategy. Successfully delivered transformational initiatives to support Morgan Stanley Private Bank's strategic growth.

Senior Vice President, GWM Business Process Reengineering & Operations Strategy

• May 2007 - Nov 2008

Identified and implemented ongoing operational cost-savings initiatives, which included development of e-delivery strategy, identification of technology platform consolidation opportunities, and work force optimization strategy. Identified and implemented ongoing operational cost-savings initiatives, which included development of e-delivery strategy, identification of technology platform consolidation opportunities, and work force optimization strategy.

Senior Consultant

• Aug 2004 - May 2007

Drove client engagements included processing assessments and remediation actions plans for wealth management and private banking institutions. Drove client engagements included processing assessments and remediation actions plans for wealth management and private banking institutions.

Financial Services Professional

• May 2001 - Aug 2004

Project management responsibilities for delivery of SunGard operational risk solutions to customers. Project management responsibilities for delivery of SunGard operational risk solutions to customers.

Project Manager, JP Morgan Futures, New York

• Jun 2000 - May 2001

Project management responsibility for implementation of treasury management system for North American Futures and Options operations

Associate

• Oct 1996 - May 2000

European Treasury Manager, Futures and Options (F&O)Client Valuations/Structured Products Middle Office Manager

Citi Futures Brokerage, Business Support Manager

• May 1993 - Oct 1996

Primary responsibility for financial control and financial and regulatory reporting for Citibank Futures London (CFL). Primary responsibility for financial control and financial and regulatory reporting for Citibank Futures London (CFL).

Futures and Options Operations Assistant

• Apr 1990 - May 1993

Futures and Options Operations Analysis Futures and Options Operations Analysis