Tampa, Florida, United States
Experienced Diverse Executive Vice President with a demonstrated history of working in the financial services industry. Skilled in Financial Management, Finance Planning & Analytics, Enterprise Risk Management, IT Strategy, Regulatory Requirements, Management, and Structured Finance. Strong business development professional graduated from Oakland University.
-Key member of deal team during diligence phase which included scenario based deal modeling, prepping investor presentation and for subsequent investor and rating agency touchpoints -Manage multi billion dollar integration budget for the entire Discover integration program -Lead Finance integration including technology, process, and people -Influence and drive to broader program outcomes while balancing integration costs, synergies, and other enterprise initiatives -Conduct multiple touchpoints with regulators, rating agencies, and develop/evolve investor messaging around the transaction
-Financial management across full P&L for the largest Direct Bank in the US, Capital One’s upmarket card business, and Capital One Shopping -Across all three businesses, support the launch of multiple new products from an entire Finance perspective (e.g. accounting, tax, etc.) -Coordinate with treasury to team to understand the company's funding plan along while identifying near term and longer term changes to our funding profile which drives choices for various funding instruments and overall levels -In close coordination with business partners and Balance Sheet Management - dynamically manage deposit pricing strategy to optimize for client acquisition, deposit volume, and top of house profitability -Assess and execute on multiple Corporate Development initiatives
Past Positions: Chief of Staff to CFO - Global Finance, responsibilities include: Partner with the Finance Leadership Team to set the department’s agenda, build prioritization routines, and management cadences Support our CFO on strategic, personnel, org design, and business matters Lead our Finance Risk Office which includes ongoing risk assessments, regulatory compliance, audit support, and issue identification and resolution Head of Commercial Strategy and Analytics, responsibilities included: Partnering with our lines of business to define our lending and cross sell strategy Developed new products to support our strategies Portfolio and Industry risk assessments Built incentives framework for our sales associates Commercial Allowance for Loan Losses & Leases (ALLL), responsibilities included: Design, execution, and maintenance of the ALLL quarterly methodology and process Communicate to our C Suite, internal audit, external audit, and regulators, key drivers of the calculation results, inherent limitations in the calculation, and recommendations for “other factors” that are not a part of the base calculation Commercial CCAR (Stress Test) Lead, responsibilities included: Design, execution, and maintenance of the C&I and CRE stress loss and ALLL methodologies Lead process innovation to reduce our overall execution time while improving controls throughout the process and allowing for transparency for external constituents