Experience

CCG Catalyst Consulting Group

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Principal

  • Oct 2022 - Present

  As a member of the CCG management team, the Principal Consultant plays an integral role in managing resources and client engagements. The Principal will oversee all aspects of client interactions including monitoring client satisfaction and building long-term trusted partnerships. Aside from client engagements, Principals are also expected to be at the forefront of thought leadership in the industry and looked upon as the ‘go-to’ experts in their field. As a member of the CCG management team, the Principal Consultant plays an integral role in managing resources and client engagements. The Principal will oversee all aspects of client interactions including monitoring client satisfaction and building long-term trusted partnerships. Aside from client engagements, Principals are also expected to be at the forefront of thought leadership in the industry and looked upon as the ‘go-to’ experts in their field.



Investors Bank

• United States
• Banking
• 700 & Above Employee

• SVP, Director, Commercial Platforms and Client Support

  • Feb 2019 - Oct 2022

  • Senior leader for various business units overseeing item and payment processing, which includes ACH, Wires, along with Treasury (Cash) Management and our Client Care Center • Manage a team of professionals who oversee various departments with an overall workforce of 70+ FTE • Deliver monthly “Run Book” which includes Metrics and KPIs for various business units • Established and led the development and implementation of Five9 integrated cloud based omni-channel contact center, improving average speed to answer and handle time • Develop workflows and optimize processes to reduce redundancies and scrap work, building best-in-class product offerings with proven roadmaps to success • Platform owner for Bottomline Digital Banking IQ Enterprise application for commercial online banking • Managed large-scale digital migration between Bottomline’s Business Banking and Digital Banking IQ platforms, including connectivity to our Core banking platform • Omni-channel focus with delivery of services across multiple platforms, developing strategic plans for growth of platforms, including review of Real-time payment hub • Broad experience with FRB regulations including Truth in Savings (Reg. DD), Electronic Funds Transfer Act (Reg. E), Nacha Operating Rules, and the USA PATRIOT Act • Renegotiated vendor contracts to minimize processing expense and deliver improved results through enhanced SLAs with manageable contractual obligations • Implemented InMoment CX, an NPS driven survey received by callers with an average best in class 78 Net Promoter Score (NPS) and 90% Overall Satisfaction (OSAT) • Led deployment of Salesforce Service Cloud, with continuing education through Trail Head



Dime Community Bank

• United States
• Banking
• 400 - 500 Employee

• Senior Vice President, Technology and Operations

  • Mar 2015 - Feb 2019

  • Engagement Director for technology refresh, including the implementation of forty new products and services (Migration from FIS MISER to Fiserv DNA) • Led digital transformation migrating from FIS CeB to Fiserv (ACI) Architect and BeB to Fiserv (OBS) Commercial Center • Responsibility for Deposit Operations, Core Banking, Electronic Banking and Client Care, where I reported to the SEVP and COO of Dime Community Bank • Oversight and responsibility for Debit Card Processing and ATM deployment, and interactive teller machine deployment • Deployed UI Path for RPA processing assisting with Tenant/Landlord and BSA Enhanced Due Diligence (EDD) processing • Product ownership for digital banking, inclusive of commercial and consumer online banking • Member of team evaluating Salesforce FSC and review of implementation partners • Technology liaison with Information Security Office for internal development according to NYDFS Cybersecurity Controls (23 NYCRR 500) standards • Implementation of full-service Online Account Opening (FIS OAC) (“DimeDirect”) with responsive user interface • Business Continuity process owner for Technology Services, including assignment of recovery time objectives • Member of the following Board level committees: ACLO, Risk, and Information Technology



Sun National Bank

• Banking
• 200 - 300 Employee

• Vice President, Data Privacy and Vendor Risk Manager

  • Aug 2014 - Mar 2015

  • Oversaw vendor life cycle and managed new vendor onboarding • Improved Vendor Risk Assessment process and created a process for proper oversight, including financial review • Performed analysis and reclassification of various bank vendors • Oversight of GLBA privacy program and defined Privacy Officer • Aligned business objectives with directives from the board and implemented changes as appropriate • Oversaw vendor life cycle and managed new vendor onboarding • Improved Vendor Risk Assessment process and created a process for proper oversight, including financial review • Performed analysis and reclassification of various bank vendors • Oversight of GLBA privacy program and defined Privacy Officer • Aligned business objectives with directives from the board and implemented changes as appropriate



NJM Insurance Group

• United States
• Insurance
• 700 & Above Employee

• Chief Information and Systems Officer

  • Feb 2010 - Aug 2014

  • Managed all aspects of technology for NJM Bank, including product development and deployment • Responsible for relationship with Digital Insight, and FIS for core banking systems (MISER) • Performed product discovery and development for native mobile apps, mobile web, and SMS banking • Lead the rollout of Mobile Banking and Mobile Deposit Capture applications • Responsible for managing all online banking and branch automation systems, including telephone banking for NJM Bank customers • Led various vendors including third-party core technology partners; act as primary contact to regulators involving technology matters, while maintaining the highest ratings • Developed and delivered electronic statements program and new site design to njmbank.com



ING

• Netherlands
• Banking
• 700 & Above Employee

• Lead, Payment Delivery (Card and Bill Pay)

  • Oct 2007 - Jan 2010

  • Responsible for management of ING’s global domestic Corporate Credit Card program as well as ATM, Bill Payment and Card vendors (FIS, Fiserv, and MasterCard) to meet various contractual service level agreements • Successfully converted bill payment platform from FIS (Metavante) to Fiserv (CheckFree). • Led transition efforts from a multi-network card platform to one online debit provider platform, which reduced unnecessary overhead expenses • Responsible for quarterly MasterCard reporting; SOX Testing Lead for Payment Channel. • Managed 12 FTE, including supervisory personnel



TD

• Canada
• Banking
• 700 & Above Employee

• AVP, ATM Product Manager

  • Oct 2006 - Oct 2007

  • Deployed new operating system to a network of over 500+ ATMs, including 16 languages and custom graphics. • Managed Commerce ATM labs for software development in an isolated environment. • Attended Innovation Series at Lehigh University for future product deployment strategies. • Deployed new operating system to a network of over 500+ ATMs, including 16 languages and custom graphics. • Managed Commerce ATM labs for software development in an isolated environment. • Attended Innovation Series at Lehigh University for future product deployment strategies.



TD

• Canada
• Banking
• 700 & Above Employee

• Hudson United Bank / VP, ATM & Card Management

  • 2000 - 2006

  • Oversight of ATM network of over 200+ ATMs, including offsite ATM strategies • Card management including Regulation E reporting and dispute resolution. • Managed regulatory needs for ATMs under the Americans with Disabilities Act (ADA) • Oversight of ATM network of over 200+ ATMs, including offsite ATM strategies • Card management including Regulation E reporting and dispute resolution. • Managed regulatory needs for ATMs under the Americans with Disabilities Act (ADA)



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• ATM Administrator

  • 1995 - 2000