- Multinational European Bank:
Large scale program and change management over 18 mos impacting wholesale, commercial, and institutional lines of businesses across new client take on and client on-boarding processes.
- Top Five US Bank:
Sales force remodeling for the commercial lending business including role development, segmentation, and tiered servicing.
- Global Captive Bank:
Sales force integration, organization and incentive planning for the commercial and consumer lending portfolios
- Consumer Finance Portfolio of Top 10 US Bank:
New desktop technology strategy, design, and development to support an integrated lending sales cycle to attain faster, more accurate, and less expensive processing through the business to business channel.
- Large Diversified Financial Services Company:
Program leadership over the eCommerce function over five yearsresulting in multiple best in class awards from Forrester, etc.