A proven client centric leader who has delivered on all revenue, expense, client satisfaction and expansion goals. With 40 years of financial services industry experience, serves as a trusted advisor to clients and industry key stakeholders to solve business challenges. Key participant in industry transformation initiatives, product development, operational transformation, growth through transformation. Passionate leader specializing in revenue generation and relationship expansion with prominent financial services organizations. Delivered exceptional revenue, P&L margin improvement, superior satisfaction ratings and cross team collaboration results.
Responsible for the Investment Manager segment of the Asset Servicing business globally. 200+ of the industry's most prominent clients. AUM: $ T Annual revenue: $2.5B.
Developed and executed strategy for growth of new and expanded business relationships; direction of product development to meet client needs; revenue and expense goal attainment, collaboration with clients to understand their evolving needs and driving enterprise wide delivery of comprehensive solutions to the marketplace.
Led and developed a global team of financial service executives to ensure service excellence, cultivation of trusting client relationships, deep relationships with local regulators and market influencers.
Face of the business to the street, clients' C suite, law firms, consultants and Boards.
Responsible for business development activities
Created value proposition for the firm
Created risk management and transform solutions to address client needs
Oversaw contract negotiations and on time project delivery per commitments and client expectations
EXPECT MIRACLES FOUNDATION, 01/01/15, Emeritus, Director
NICSA, Board Director and Treasurer ,01/01/2021- 3/31/2024
SIMMONS UNIVERSITY , Board Director, 07/01/2024