LAWRENCE PATRIZIO

Oversaw large-scale consulting and regulatory programs, ensuring governance consistency, managing program interdependencies and cultivating a culture of risk management and continuous improvement.

• Directed the Technology & Infrastructure Workstream, implementing governance mechanisms to enhance client onboarding processes and resolve critical blockers for initiatives.
• Aligned program execution with corporate goals, documenting interconnected programs' cost of ownership practices to ensure consistent value realization across initiatives.
• Designed and monitored key metrics and OKRs, optimizing ROI, regulatory compliance, and program performance.
• Identified risks and managed interdependencies to ensure seamless delivery across multiple high-impact programs.
• Built and maintained strong relationships with clients and stakeholders while fostering a culture of accountability.
• Delivered actionable insights to senior leadership using detailed RAG status reporting to drive decision-making and program visibility.
• Applied Agile, SCRUM, and Waterfall techniques to enhance planning, execution, and continuous improvement

Served as a Director, Board Member of Sanford C. Bernstein & Co., LLC managing all contract negotiations with multiple industry utilities, market vendors and global clearing agents managing a $45M operating budget.

• Performed analysis on various global support models such as introducing relationships, Prime Brokerage Trust entity, offshoring, and hybrid outsourcing solutions to determine optimal operating structure.
• Operated a self-clearing model leverage outsourcing and offshoring solutions while optimizing balance sheet utilization with Global Capital investments of $400M
• Designed location transition strategy for Broker Dealer operations from the New York office to new global headquarters’ location in Nashville, Tennessee.
• Established the Asia (SCB Hong Kong Ltd– 4Q2011), European (SCB Limited – 1Q2002) and India (SCB India -4Q2018) broker dealer entities.
• Handled custodial services including cash management, tax transaction processing and $1.5B in margin activity.
• Provided Private Client support in year end tax reporting and custodial services.