Ian Romano

Spearheading the global delivery portfolio for the Icertis Partnership at Accenture, ensuring seamless CLM (Contract Lifecycle Management) implementations and fostering robust client engagement across diverse industries.
• Global Delivery Executive Lead, directing and managing 25+ Icertis CLM platform deployments across Energy, Life Sciences, Retail, and Financial Services, driving high-quality outcomes and value based on adherence to client requirements.
• Engineered a cutting-edge project delivery success model utilizing strategic planning, dynamic resource allocation, and advanced time management techniques honed over 15+ years, significantly enhancing project efficiency.
• Deployed groundbreaking CLM solutions to address complex contracting challenges, leading to a marked increase in client satisfaction, successful adoption, and expansive future growth across client base.
• Architected a "first-in-class" staffing and sales strategy that fueled a strong FY2024, generating ~$40M in completed sales with a ~$100M pipeline into FY2025.
• Directly accountable for ~$8M in sales (FY2024) while driving a pipeline of ~$20M in opportunities, demonstrating strong sales leadership and pipeline management.
• Cultivated and guided high-performing teams of Subject Matter Experts across multiple regions, providing mentorship, thought leadership, and professional development opportunities that enhanced team capabilities and performance.

Led the Americas Investment Bank Regulatory Change Portfolio, driving strategic and sustainable transformation initiatives across the organization.
• Experienced leader of large-scale Business Transformation and Regulatory Change projects, successfully delivering ~30 initiatives annually that impacted the entire Investment Banking client base.
• Monitored and analyzed regulatory developments across multiple regulators and jurisdictions (e.g., IRS, SEC, FDIC, FINMA, PRA), proactively evaluating their short- and long-term implications for the organization.
• Orchestrated and managed interactions with key regulatory bodies, delivering comprehensive compliance frameworks and reporting materials to ensure adherence to evolving regulations.
• Oversaw complex technology deliveries, applying both waterfall and agile methodologies to execute 200+ changes and enhancements across tax, trading, client, and regulatory platforms.
• Led and mentored four high-performing delivery teams, comprising ~70 regulatory change professionals and four strategic external vendors, across global locations. Fostered a culture of excellence and continuous improvement.
• Expertly managed an annual budget of $50M+, ensuring effective allocation of resources and adherence to financial constraints.

Directed the development and implementation of a strategically sound and audit-ready model for Procedures & Training within the Global Financial Crimes Compliance Division, significantly improving compliance and operational efficiency for the AML investigative process.
• Established a comprehensive control framework to manage the change control process for over 300 procedures and job aids utilized by investigators across LATAM, APAC, the US, Canada, and EMEA, including MLROs.
• Led the Procedure, Process, and Training workstreams for the Global Strategic Case Management System, which handles approximately 5,000 SARs per month.
• Designed and executed an effective end-to-end training program for over 1,000 newly hired investigators.
• Built strong relationships with key Global Financial Crimes Executives, stakeholders, regulators (OCC and FinCen), and investigators to foster collaboration and ensure long-term success.
• Ensured regulatory compliance by implementing robust internal controls associated to process change and associated technology ecosystems platforms including proactive monitoring mechanisms.

Actively contributed to disrupting and dismantling financial networks supporting terrorist activities by providing comprehensive investigative support to Federal, State, and Local authorities.
• Analyzed intricate financial data to aid law enforcement agencies in tracing illicit proceeds deposited into financial institutions.
• Generated actionable intelligence to support multi-jurisdictional investigations and operations.
• Fostered interagency training and collaboration with Federal, State, and Local law enforcement agencies, including DHS, NYPD, DoD, DIA, CIA, and NSA.

• Developed methodology for presenting and identification of associations of criminal activity for NYPD
• Linked and charted suspects to criminal entities and events to determine interrelationships for active investigations
• Developed intelligence summaries for senior leadership to ensure public and officer safety
• Responsible for court preparation support for active cases (24/year) in units area of responsibility
• Applied advanced methodologies and techniques to Intelligence Cycle, addressing complex challenges with emphasis on data visualization

• Produced multi-source intelligence reports and products for Commander of 53D DLD
• Responsible for intelligence activities for 53D DLD across overseas deployments, multi-national exercises, and training events
• Deployed in support of Operation Iraqi Freedom (2009)
• Mentored and trained 100+ soldiers in multiple tasks and intelligence disciplines