Cherry Hill, New Jersey, United States
Not available for consulting or advisory engagements. Please do not reach to me for ad hoc or by the hour work. I am a Managing Director with a record of strengthening stability and confidence in complex technology and data ecosystems. Across Citi, Bank of America, and JPMorgan Chase, I have led enterprise-scale programs in data governance, resiliency, and architecture modernization, with an emphasis on sustainable change and measurable outcomes. My work sits at the intersection of technology, risk, and operating-model design—turning fragmented or compliance-driven processes into integrated, value-creating capabilities. I lead from both the strategy and execution layers: defining direction, shaping architecture, and, when needed, rolling up my sleeves to code, model, or analyze the data that reveals operational truth. I collaborate closely with matrixed teams across Finance, Risk, Engineering, and Operations to align intent with delivery. I am most effective in environments that demand composure, collaboration, and cross-functional influence—where governance, architecture, and engineering converge to enable operational and regulatory confidence at scale.
Lead the Data Risk Center of Excellence within Operational Risk Management, serving as the primary interface between Data Risk leadership and business-aligned ORM teams across the firm. - Lead a team of senior specialists providing data risk expertise and advisory support to Operational Risk teams aligned to Citi businesses and functions. - Support ORM teams in addressing data quality risk, lineage transparency, governance effectiveness, and transformation risk within their oversight of first-line activities. - Conduct independent deep-dive reviews and thematic assessments of complex data initiatives and emerging data risk areas. - Perform targeted second-line challenge of enterprise data execution activities, including work led by the Enterprise Data Office. - Contribute to enterprise risk management and regulatory remediation efforts related to data governance, lineage, and data quality controls
- Introduced strategic leadership and operating-model change for a large-scale data-operations function supporting global regulatory reporting. - Stabilized inherited processes, addressed audit and MRA findings, and guided transition to a new enterprise data-execution framework. - Bridged Finance and Enterprise Data Office teams to improve transparency, data quality, and control consistency through heuristic-driven automation in report decomposition. - Balanced governance discipline with technical execution, ensuring resilience and accuracy within a highly regulated data environment.
- Added external perspective and technical depth to evolve the resiliency function from administrative oversight to a data-driven, value-added capability. - Automated test-evidence collection, clarified metrics, and linked resiliency with cybersecurity, application delivery, and business operations. - Led executive preparedness exercises and strengthened analytical rigor for regulatory response. - Closed multiple regulatory concerns including cyber recovery and third party parity. - Collaborated with industry peers through SIFMA, co-authoring white papers and contributing to the evolution of shared practices and standards for technology and operational resilience across financial institutions.
- Directed programs to strengthen operational resilience and data protection across the firm’s global technology estate. - Led cross-functional teams spanning engineering, operations, and risk to enhance recovery capabilities and reduce systemic exposure. - Advanced continuous-control monitoring and automation of detection processes to improve visibility into application health and resiliency posture. - Partnered with Infrastructure, Cybersecurity, and business-technology units to align controls with evolving regulatory expectations. Operational Resiliency * Automation * Continuous Controls Monitoring * Architecture * Data Recovery * Cyber Resiliency * Data Analytics * Data Modeling * Data Governance * Business Integration * Risk Management
- Led an organization of approximately 100 staff—including engineers, program managers, and infrastructure portfolio managers—responsible for non-functional design and modernization of critical customer-facing platforms. - Designed frameworks ensuring resiliency, scalability, and performance through incremental modernization bridging legacy and cloud-based components. - Oversaw integration of shared middleware and authentication services to strengthen stability and continuity. - Worked with product and architecture leadership to align modernization milestones with operational readiness and customer impact. Non Functional Design * Application Modernization / Uplift * Cost Optimization
- Established a firmwide non-functional design process linking architectural standards to production execution. - Conducted foundational data-domain analysis improving infrastructure planning and dependency visibility. - Advanced analytics-based process improvements that accelerated delivery and reduced rework in shared services. - Collaborated with development and risk teams to embed resiliency and compliance expectations early in design. Non Functional Design * Design Patterns * Planning / Prioritization * Analytic Insights
Rejoined the firm to support its re-entry into commercial markets. Guided financial-services clients on cyber simulation, client onboarding practices, and technology-risk assessments. Marketing * Data Analytics * Compliance * Financial Services * Cyber Simulation
Defined multi-year architecture roadmaps and standards for Securities and Funds Services. Delivered platform modernization initiatives for authentication, data handling, and reporting accuracy. New Technology Adoption * Solutions Architecture * Standards Compliance * Application Roadmaps * Acquisition Reviews * Project Intervention * Client Onboarding
Led budgeting, portfolio governance, and compliance remediation, achieving full adherence across risk, delivery, and financial metrics. Staffing * Budget * Portfolio Management * Compliance Resolution * System Development Lifecycle Oversight * Communication