Senior technology leader with twenty years experience in the financial services industry, including capital markets, investment banking, retail, commercial, private and international banking and significant geographic experience in managing teams locally and globally in Europe, Asia, Australia, Canada and the US.
Valued member of senior leadership teams in roles such as global function head and regional CIO / CTO with an excellent track record of building and managing technology teams with a focus on delivering business aligned results. Known for leveraging enterprise capabilities, excellent translation between technology and the business and a focus on risk management and the client, with a pragmatic and effective personal style.
Infrastructure Delivery & Engagement Executive for Global Wealth & Investment Management.
Technology Transition Executive (Divestitures, Acquisitions & Joint Ventures), including the integration of Merrill Lynch.
Technology executive responsible for Merrill Lynch Legal Day 1 and Client Day 1 Transition activities for Global Markets & Banking, Global Wealth & Investment Management, Consumer Banking and Staff Support.
Technology lead BAC / MER Transition (October 2008 - present) - Office of the CAO;
Head of Transformation & IT Strategy;
Head of Global Support Model & Shared Technology Services;
Head of ML Technology Integration (M&A) Services - leading multiple integrations and divestitures, including MLIM / BlackRock, First Republic Bank, Aegon, Hartford;
