Top 20 U.S. Bank
SR VICE PRESIDENT Commercial 2003-Present
Led enterprise development organizations transition to offshore systems initiatives. Reduced U.S. cost base by 40% resulting in a 78 million dollar savings. Led consolidation efforts and systems deployment across the franchise. Led offshore iniatives accross all the EIS divisions in application development.
SYMCOR Inc. Toronto, Canada
MANAGEMENT CONSULTANT 2002-2003
Engaged in financial and operational due diligence, statement of work creation, project management, systems risk mitigation and the creation of U.S. electronic payments strategy for Symcor Inc. (subsidiary of Royal Bank, TD, and BMO). Designed a comprehensive comparison of U.S. and Canadian payments systems. Led the US transition initiatives at the direction of the C.O.O.
PNC FINANCIAL SERVICES Pittsburgh Pa.
SR VICE PRESIDENT Commercial MIS
1999-2002
Responsible for technical support for the wholesale MIS applications including sales management, customer referral system, capital markets and lending applications. Cross-functional leadership of the wholesale bank datamart.
* Strategic and functional technology accountability for the Corporate Banking line of business including process re-engineering and e-business solutions for the Wholesale Banking functions.
* Led cross-functional systems initiatives such as the development of Wholesale data mart and reengineering of the Credit functions resulting in multimillion dollar cost reduction.
* Technical support for a multi-platform application environment including As400, Web applications, Sun, Mainframe, and end user-computing environments.
NATIONAL AUSTRALIA BANK (MNB) Lansing, Michigan
RETAIL DEVELOPMENT MANAGER
1998-1999
Accountable for the direct management of the Retail applications including Y2k readiness and contract negotiations for both the deposits and lending MIS teams. Led cross-functional process improvement including both systems and operational areas. Promoted
to manage all U.S. Retail systems.
* Management accountability for the Lending and Deposit systems for the U.S. region.
* Led process improvement initiatives targeting core Retail lending applications.
NATIONAL AUSTRALIA BANK (MNB) Lansing, Michigan
MIS MANAGER
* Management of Michigan National’s Deposits and Branch delivery functions. Accountability includes process improvement after conversion to Alltel Deposits suite of systems.
* Year 2000 readiness development and support for Deposits and branch delivery systems.
BANK ONE INFORMATION SERVICES Columbus, Ohio
DIRECTOR TREASURY MANAGEMENT MIS
1993-1998
Led the Treasury Management systems development organization during acquisition enabled growth from 10 to over 140 billion in assets. Demonstrated strength in providing creative and strategic leadership in new product development, conversion management and operational process improvement.
* Accountability for Treasury Mgmt. Systems in a multi-data center environment which enabled the Commercial line of business to generate in excess of 400 million in revenues.
* 12 million dollar budget including P&L responsiblity. Created production improvements that reduced costs by 7% through efficiency initiatives and the creation of service excellence measures.
* Project management accountability for multi-million dollar projects to support steering committee initiatives across a multi-state, multi-bank holding company.
* Contributed to the development of strategic direction and facilitated compliance with legal and regulatory environments, including year 2000 compliance initiatives.
* Led the consolidation of 48 wire transfer operating centers into two, over a 24 month period, creating a more efficient back office environment and an on-going savings of 6 million dollars.
* Consolidated the back office to leverage national operating centers and create operating savings in excess of 20 million dollars for the commercial line of business.
BANK ONE INFORMATION SERVICES Columbus, Ohio
SYSTEMS MANAGER
1991-1993
* Managed development and system production support for the Corporate Products Division, including Cash Management, EDI and Automated Clearinghouse Systems (one of the largest originators in the U.S).
* Provided consulting services for affiliate banks, legal department, compliance department and due diligence support for mergers and acquisitions.
* Development of a common system strategy across our multi-bank holding companies.
* Implementation of a tactical direction for the Corporate Products' area.
BANK ONE INFORMATION SERVICES Columbus, Ohio
SECTION MANAGER
1988-1991
* Responsible for design, development, installation, and support of Cash Management Products.
* Developed an investment system that grew to 1.5 billion in assets over three years.
BANK ONE INFORMATION SERVICES Columbus, Ohio
SENIOR SYSTEMS CONSULTANT
1986-1988
* Project management role for Corporate and Retail Divisions. Direct reports up to ten including contractors. Projects included cross-functional teams across a multi-state, multi-platform (Tandem, As400, Stratus, and Mainframe) environments.
* Accountable for product development, conversions and client support of the cash management products. Implementation of new products across multiple platforms.
* Provided training for affiliate operations, customer service and sales support staff.
BANK ONE INFORMATION SERVICES Columbus, Ohio
SYSTEMS CONSULTANT
1983-1986
* Responsible for Cash Concentration Systems (ACH/DTC’s) using Datalink and ADP.
* Developed, designed and implemented the commercial sweep system, which automated investment of idle balances for commercial and public fund customers.
* Accountable for integration of product functionality with operations and sales management.
* Lead system efficiency initiatives to streamline production so that process deadlines could be met while increasing the volumes of transactions.
FEDERAL RESERVE BANK OF BOSTON
OPERATIONS MANAGER CHECK PROCESSING SYSTEMS / OPERATIONS
1981-1983
* Management responsibility for 125 employees and data center operations. Upgraded sorters during the deregulation of check processing and created pricing systems to comply with the Monetary Control Act.
FEDERAL RESERVE BANK OF CLEVELAND
SUPERVISOR
1976-1981
* Management responsibilities for night rotation of 20 employees at Columbus regional check processing center. Completed undergraduate degree while working night rotation.
EDUCATION / CERTIFICATION / MISC EDUCATION:
1995-1997 Ohio University, Athens, Ohio Masters in Business Admin. (Graduated in top quartile)
1976-1980 Ohio State University, Columbus, Ohio B.S. Business Administration.
* Darden School Executive Education, University of Virginia – Leading Strategic Change
* Certified Cash Manager (Permanent)
* United Way Habitat for Humanity Coordinator
* A.B.A..’s Business of Banking School |
