United States
Over the last 20+ years, I’ve worked across major global banks in roles that sit where business, operations, and governance meet at Citi, Scotiabank, Deutsche Bank, Barclays, RBS, plus experience outside of financial services. Today, I lead first line liquidity business risk & control at Citi, but in practice my remit extends well beyond pure risk. I design and run the operating model for how a complex business manages its obligations: governance routines, issue management, reporting, controls, and how teams execute day to day. My work is about making sure the business can move fast, scale sensibly, and stay safe. In previous roles I’ve built and led global teams to deliver regulatory reporting platforms, data and liquidity frameworks, and cross-business change programmes. Common threads have been: clarifying ownership, turning messy processes into clear end-to-end flows, embedding controls into how people actually work, and giving senior leadership decision-ready insight instead of noise. I care about creating business-enabling control and operating environments especially ones that support growth rather than block it. That means partnering closely with Finance, Treasury, Product, Technology, and Compliance; translating between technical detail and practical decisions; and building cultures where raising issues early is seen as strength, not weakness. Looking ahead, I’m interested in senior roles at the intersection of first line risk, business operations, and governance all on the natural path toward a future COO-type remit. I’m currently based in New York, but open to relocation.
Leading the design and execution of Citi’s global Liquidity Risk and Control model across Treasury and Markets. I built and lead a high-performing, 14-member global team across five regions to strengthen first line ownership, improve transparency, and embed proactive risk management into business operations. Key highlights include: - Leading the Process–Risk–Control (PRC) framework for Liquidity, embedding first-line operational risk practices across daily workflows and regulatory deliverables. - Driving faster, data-driven risk resolution — reducing open issue closure time by 40%. - Partnering closely with second and third line teams and regulators (OCC, FRB) to align liquidity controls with enterprise frameworks. - Delivering a global control rationalization initiative that eliminated redundancies, enhanced oversight, and improved end-to-end control visibility. - Representing the first line in key regulatory engagements and executive forums, driving stronger governance alignment and regulatory confidence.
Led the design and rollout of Citi’s first comprehensive Risk & Control model for Business Treasury and Markets units, establishing a stronger first line of defense and improving control discipline across global functions. Partnered closely with senior management and regulators to align Treasury governance with enterprise expectations while enabling agile business execution. Key achievements: - Strengthened front-to-back control governance through PRC uplift, issue lifecycle management, and enhanced end-to-end process documentation. - Developed and implemented an end-to-end risk and control model that reduced late issue closures to 0% within one year. - Closed multiple Internal Audit findings through enhanced governance, accountability frameworks, and control optimization. - Elevated governance standards by institutionalizing a committee management playbook for ALCO, ensuring consistency and regulatory alignment. - Built and mentored a high-performing control team, fostering proactive risk management, continuous improvement, and cross-functional collaboration.
Directed U.S. Treasury transformation programs to enhance liquidity reporting, regulatory compliance, and operational efficiency. Rebuilt teams, improved governance, and modernized Treasury processes to meet evolving Federal Reserve expectations while supporting business growth. Key achievements: - Reorganized the U.S. Treasury department, eliminating redundancies and accelerating delivery of key regulatory objectives. - Directed implementation of FR 2052a and Liquidity Stress Testing on Axiom, ensuring accuracy, compliance, and timely reporting. - Strengthened transparency and credibility of liquidity reporting through direct engagement with Federal Reserve supervisors. - Rebuilt the Treasury Reporting team, improving data accuracy to 99.9% and accelerating report delivery by 30%.
Led major data governance and technology programs supporting U.S. Risk and Treasury functions. Partnered with cross-border teams in Toronto and New York to strengthen data quality, regulatory reporting, and compliance readiness across the enterprise. Key achievements: - Delivered a Liquidity Reporting Platform 50% faster than planned, preventing potential Federal Reserve penalties and improving data transparency. - Reduced liquidity report production time by five days within a three-month regulatory deadline through streamlined data integration and process optimization. - Directed technology programs valued between $800K–$5M, advancing U.S. Data Governance objectives and improving control automation and reporting accuracy. - Led a proof of concept for a U.S. Customer Data Platform, evaluating AI-driven vendors to strengthen data acquisition, discovery, and governance capabilities.
*Short Term Contract* to develop of liquidity reports and dashboards and other MI reports based on liquidity data using the Tableau.