Palm Beach Gardens, Florida, United States
As a Financial Services Executive, with vast global experience, I am committed to increasing revenue, profits and market share within highly regulated financial institutions across the US, Canada, UK, Europe and Asia. My expertise includes Investment Banking, Leveraged Finance, Risk Management and Fixed Income and I have led small, mid-sized and large businesses with up to 1,000 multinational FTEs. My contributions include: ✔Strategic Planning—Introduced client-focused business model, upgraded talent and refocused strategy at RBC, doubling revenue and increasing market share. ✔Risk Management—Held positions as Head of Global Credit for RBC and BofA. ✔Business Cultural Transformation—Eliminated turnover and improved work/life balance, contributing to driving revenue at BofA Leveraged Finance Business from $200M to $1B. ✔Business Integration—Executed integration of all Capital Markets Business Lines during BofA and Merrill Lynch merger. ✔Teambuilding / Leadership / Diversity / Inclusion—Built high performing teams and consistently received top scores on employee opinion surveys. Championed diversity and inclusion throughout career. ✔Global Multinational Experience—Directed multinational teams and traveled throughout North America, Europe, and Asia. Held London-based role for two years. ✔Regulatory Experience—Managed relationships with domestic and foreign regulatory bodies. Served as RBC’s front office point person during Fed CCAR exams and was a board member of SIFMA in the US and UK. If you are interested in making a professional connection, please contact me: [email protected] +1 (203) 536-7426
Recruited to run $100M High Yield Sales and Trading businesses and rapidly promoted to manage 150-member Global Credit team based in New York, Toronto, London and Hong Kong. Assumed additional responsibility in 2012 to run $1B US Fixed Income business with 300 professionals. ✔Executed turnaround of underperforming business, grew global credit team and increased revenue from $250M to $500M. Served as front office point person for the Fed CCAR exams. Chaired RBC “Race for the Kids,” and served as Executive Sponsor for Pride Group.
Held dual operational and sales management roles for $3B business directing team of ~1000 FTEs focused on fixed income and equity products. ✔Served as Capital Markets point person with global regulators during 2008-2009 BAML merger; worked with Regulators, DC Lobbyists and members of Congress during Dodd Frank legislative period.
Led $2.5B business, overseeing all fixed income products globally including Credit, Rates, FX, Emerging Markets and DCM. Directed team of 1,000+ with 15 direct reports.
Promoted to direct $1.5B Global Credit Business, overseeing all credit products including investment and non-investment grade products spanning US, Europe and Asia. Directed team of 300 with 10 direct reports based in New York, London and Hong Kong.