Dynamic leader with a proven track record in Strategy & Implementation and Team Leadership, spearheading global teams and projects, and focusing on community and customer service, by energizing colleagues with my own enthusiasm and drive for excellence.
Overview
31
31
years of professional experience
Work History
Department Manager
REI Co-op
11.2018 - Current
Drives quadruple bottom line with emphasis on top line sales, membership growth, customer service, employee development, and community impact.
Collaborates with other departments to identify and execute efficiencies, such as integrating the Action Sports and Shop Service Advisor departments, resulting in upskilling 50% of the Action Sports team and a 24-hour turnaround on bike builds,
Motivates team members to consistently deliver excellent core skills behaviors, specifically exhibiting excellent customer service and pitching membership benefits.
Develops and coordinates community engagement programming for external partners, such as Learn to Ski & Shop Event for NYU Stern Business School Outing Club
Managed collaborative global teams in New York, Raleigh, Singapore, Pune, and Wroclaw to support Derivatives and Securities trading, as well as Client Data. Annual budget approx $10M and 100 employees.
Developed high-performing teams by rolling out multiple Centers of Excellence, best practice processing standards, new strategic client data compliance systems, enhanced financial controls, and clearly defined responsibilities across the COEs.
Collaborated externally with industry colleagues to design a standardized OTC derivatives settlement system and internally with Technology and Change Teams to create a bespoke client reference data system in compliance with enhanced US and international regulations.
Opened a new office in Singapore to pilot a Center of Excellence model that supported London trading, including recruiting hiring at all levels, establishing operational norms, agreeing success metrics, etc. The model was deemed so successful it was rolled out to most other operational departments.
2002-2006: VP, Derivatives Operations (NYC); 2006-2010: Director, Derivatives Operations (Singapore); 2010-2014: Director Global Client Data (NYC); Employee Network (Singapore) Sustainability Network (NYC)
Vice President
Merrill Lynch
04.1998 - 04.2002
Assistant Vice President
Barclays Bank
04.1994 - 04.1998
Education
Master of Arts - International Affairs (incomplete)
Columbia University
New York, NY
Bachelor of Arts - Politics, History, Economics
Cornell University
Ithaca
Skills
Strategy & Implementation
Engagement & Recruiting
Team Leadership
Cultivating Excitement
Timeline
Department Manager
REI Co-op
11.2018 - Current
Director
Credit Suisse (now UBS Bank)
04.2002 - 11.2014
Vice President
Merrill Lynch
04.1998 - 04.2002
Assistant Vice President
Barclays Bank
04.1994 - 04.1998
Master of Arts - International Affairs (incomplete)
Columbia University
Bachelor of Arts - Politics, History, Economics
Cornell University
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