Experience

PurePoint Financial

• United States
• Banking
• 1 - 100 Employee

• Head Of Operations

  • Feb 2017 - Present



Union Bank

• United States
• Banking
• 700 & Above Employee

• Managing Director

  • Oct 2015 - Present



Bank of the West

• United States
• Banking
• 700 & Above Employee

• SVP Operations

  • Apr 2010 - Jul 2014

  Member of the bank’s Senior Management Committee mainly responsible for the bank’s commercial operations that encompass ACH, wires, treasury, commercial loan documentation and servicing, foreign exchange, cash vaults, and letters of credit with operations in 4 sites located in 3 states with a $30M annual budget Member of the bank’s Senior Management Committee mainly responsible for the bank’s commercial operations that encompass ACH, wires, treasury, commercial loan documentation and servicing, foreign exchange, cash vaults, and letters of credit with operations in 4 sites located in 3 states with a $30M annual budget



Union Bank

• United States
• Banking
• 700 & Above Employee

• SVP Operations

  • Mar 2009 - Mar 2010

  Business process redesign execution for a $250M banking platform solution initiative to replace the bank’s core systems. Business process redesign execution for a $250M banking platform solution initiative to replace the bank’s core systems.



Bank of America

• United States
• Banking
• 700 & Above Employee

• EVP Operations

  • Jul 2006 - Dec 2008

  Key member of the bank’s executive management team responsible for the bank’s back-office operations comprised of account fulfillment, servicing, maintenance, electronic payments, and project management/testing. Member of the Countrywide/Bank of America transition leadership team responsible for the successful integration of both companies’ banking processes, technologies and team members, while achieving significant expense reductions. Key member of the bank’s executive management team responsible for the bank’s back-office operations comprised of account fulfillment, servicing, maintenance, electronic payments, and project management/testing. Member of the Countrywide/Bank of America transition leadership team responsible for the successful integration of both companies’ banking processes, technologies and team members, while achieving significant expense reductions.



Epygi Technologies LLC

• United States
• Telecommunications
• 1 - 100 Employee

• COO

  • Aug 2000 - Jun 2006

  Led day-to-day operations and finance organizations for a multi-national telecommunications company with employees in 3 countries designing, developing, manufacturing and selling Voice over Internet Protocol (VoIP) products Led day-to-day operations and finance organizations for a multi-national telecommunications company with employees in 3 countries designing, developing, manufacturing and selling Voice over Internet Protocol (VoIP) products



Bank of America

• United States
• Banking
• 700 & Above Employee

• SVP Operations

  • 1989 - Aug 2000

  Managed cash vault operations for the bank’s Southern California region comprised of 4 sites and 700 associates providing currency services to customers and banking centers with an annual budget of $35M. Oversaw nationwide document and statement mailing operations in 7 sites across 6 states including the processing of over 200M statements a year for all bank customers with an annual budget of $69M. Managed cash vault operations for the bank’s Southern California region comprised of 4 sites and 700 associates providing currency services to customers and banking centers with an annual budget of $35M. Oversaw nationwide document and statement mailing operations in 7 sites across 6 states including the processing of over 200M statements a year for all bank customers with an annual budget of $69M.