Citi

Working within the Citi Global Wealth (CGW), Chief Administrative Office (CAO). Leading the Governance and Change Management programs across CGW. Including Governance Framework, Regulations Management, Policies, Standards and Procedures and New Products and Activities.

Managing Director | Head of Governance and Change Management - Citi Global Wealth 

Program Director for the Compliance Transformation program, working across Citi’s Compliance organization and three lines of defense in addressing our key strategic control priorities.

Managing Director | Compliance Transformation

Interim assignment working in the Chief of Staff office for Citi's Chief Compliance Officer. Responsible for day-to-day activities across the Compliance organization and the Executive Management Team, including managing deliverables and providing insight on matters ranging from strategy to administration.

Director | Chief of Staff Office for Chief Compliance Officer 

Accountable for leading the Global Business Planning team in Citi’s Anti Money Laundering (AML) organization. Responsible for a team of 35 with 11 direct reports, supporting Citi AML Head and Senior Leadership Team with Business Planning and Process Re-engineering services. Dual hatting role, also serving as Regional CAO for AML LATAM and Mexico regions, providing support, advice and challenge to AML Regional Leadership in defining and executing strategy and goals.

✓ Led successful integration of regional and global teams under single Business Planning organization and subsequent restructuring, resulting in a smaller and more efficient team, with increased scope of responsibility.  
✓ Played a key role in the delivery of Citi AML 2019 Financial Plan, driving successful execution of productivity and process reengineering initiatives across the organization.  
✓ Oversaw development of all Citi AML financial materials for CEO Quarterly Business Reviews (QBR), including overall financial plans for 2018, 2019 and 2020. 
✓ Supported Mexico AML leadership team with key people strategy initiatives, focused on addressing opportunities identified through the Voice of the Employee (VOE) annual survey.

Director | Business Planning Head / LATAM Chief Administrative Officer - Citi AML

Led the Americas Regional Business Office in Citi’s Anti Money Laundering (AML) organization. Responsible for a team of 17 with 9 direct reports, supporting various functions with Business Planning, Capacity Planning and Business Intelligence services. 

✓ Took over a team with significant organizational challenges and successfully completed a restructure within four months.
✓ Established training program across the various disciplines in the Business Office, supporting professional development.
✓ Oversaw successful redesign and implementation of capacity planning model, which included improvements in forecasting, productivity assumptions and enhanced visibility for team managers on capacity and budget trends.
✓ Achieved significant improvements in key areas of the Voice of the Employee (VOE) annual survey.

Senior Vice President | Regional Business Office Head - Citi AML

3M Electronic Monitoring Ltd.

Accountable for leading, promoting and managing US product portfolio marketing and pricing strategies to create brand recognition and awareness with emphasis on driving sales. Responsible for promotional materials, product pricing, R&D/product development, go-to-market strategies, voice of the customer feedback/surveys, distribution, channel partners and RFPs for government accounts. Manage a team of three and hold full P&L accountability for $XXMM in annual product revenues. 

✓ Build brand presence and expand market share, delivering best of class electronic monitoring products and services within the US. 
✓ Overhauled entire pricing strategy and achieved 22% growth over last year.
✓ Spearheaded a major product launch and significantly involved in the current market research and development of two others. 
✓ Drive product marketing including market assessments, voice of customer market research, and key features/benefits for new product programs. Develop innovative go-to-market strategies to improve market coverage. 
✓ Develop competitive understanding of product categories and develop plans to improve market share and increase penetration.
✓ Completed a major internal market research project in support of the business strategic plan, Conjoint Study. Surveyed customers to help us define perceived value and pricing on future upgrades to one of our product lines. 
✓ Championed external market research initiative and commissioned a market assessment study of USA market using both primary and secondary market research.
✓ Developed a 5-year strategic product road-map working closely with R&D team and using data from market research. 
✓ Improved business development process of sales team by implementing an end-to-end process to better manage sales cycle of State government opportunities. Increased efficiencies and provided visibility to senior management on all major sales opportunities in the organization.

Marketing Manager

Key member of a corporate team working on multiple large, high visibility regulatory projects in the Anti-Money Laundering (AML) division of the company to reduce risk and ensure operational compliance. Accountable for initiating significant process redesign of existing policies/procedures, implementation of best practices and integration of client delivery systems and proven business models. Efforts support Americas Region including North America, Central America and South America. 

✓ Engage with business partners to analyze, implement, and update processes by utilizing sound business models.  
✓ Work with multiple departments and engage in effective communication with stakeholders at all levels as a highly effective influencer and matrix manager. 
✓ Identify opportunities for improvement, enhance the current operational environment and incorporate new/existing project approaches & tools. 
✓ Provide support on all Financial Planning and Budget activities for Project Management teams in the Americas region. This includes maintaining of budget and resource capacity trackers, review against current financial year plans, highlighting any potential issues and communicating to management. 

Key Projects
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► Spearheaded one of the most challenging and complex initiatives impacting systems, processes & operations. Addressed recommendations made in the OCC mandated review of Citi AML Operations to extend the availability and integrity of transaction monitoring data and enhanced overall operational effectiveness. 
✓ Coordinated hiring of operations analysts and facility buildouts across Tampa Hub and five locations in Argentina, Venezuela, El Salvador, Guatemala, and Uruguay. 
✓ Supported simultaneous User Acceptance Testing efforts across all LATAM.

► Coordinated risk modeling projects across LATAM, Mexico & North America regions impacting both systems & processes. 
✓ Successfully implemented a statistical and automated process for calculating AML risk.

Vice President | Senior Project Manager 

Atlantic Motorcycles (Ducati & Triumph Franchise Dealership)

Oversaw all major operations of this Ducati and Triumph motorcycle dealership generating annual sales in excess of $7.8MM. Areas of accountability encompassed leading organizational direction, long-term planning, sales/business development, marketing, customer service, quality assurance, inventory management, human resources, vendor relationships, finance and accounting. Hired, trained and managed a staff of 15 to peak performance including conducting performance evaluations. Provided financial overview and leadership for major operating considerations including administering an annual budget in excess of $1.75M. Sold the business for a profit after six years of operation. Strategic Business & Operational Management ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ✓ Developed a strong long-term 5-year plan with specific goals, identifying & targeting strategic market opportunities to create niche services & products for customers. ✓ Instituted a sound infrastructure, as well as SOPs for the organization, where none previously existed. ✓ Designed, developed & implemented proper management reporting systems to allow real time strategic business decisions to be made based on the operational performance of the business. ✓ Built outstanding reputation in the industry for honesty, quality, service & integrity resulting in numerous repeat/referral customers. ***continued below

General Manager

Atlantic Motorcycles (Ducati and Triumph Motorcycle Dealership)

E-Commerce Websites:  pure-ducati.com & pure-triumph.com 
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✓ Managed all aspects of online retail sites including order processing, customer service, order fulfillment, shipping and logistics and inventory management.  
✓ Oversaw all marketing operations including search engine optimization, online advertising campaigns including google ad-words, email promotions, Facebook, Twitter and Instagram promotions as well as content management on the websites, working with external agencies as needed. 
✓  Developed and documented processes for all aspects of e-commerce operations.

Marketing Initiatives & Product Development 
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✓ Designed all aspects of ad campaigns including print/radio/online media working with an extremely tight budget. 
✓ Initiated constant & cost effective marketing solutions & closely managed local & online reputation.
✓ Conceived & implement marketing plans that maintain brand consistency, maximize effectiveness, & meet objectives. 
✓ Developed company collateral/presentation materials. Represented the company at industry events/trade shows.

Staff Management/Development 
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✓ Hired & assembled a strong team of loyal employees & instilled a customer-focused culture among staff members to ensure the highest levels of customer service delivery in the industry. Conducted performance evaluations for all staff.
✓ Retained 95% of staff for 5 or more years with extremely low turnover.

Select Accomplishments
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✓ Took over a near bankrupt dealership with $1M in annual revenues & turned around operations generating $7.8M in revenues and strong profitability. 
✓ #1 Dealer for Ducati in the Southeast Market for 2011, 2012 and 2013. 
✓ #1 Dealer in apparel & accessories sales nationwide for both Ducati and Triumph brands for 2011, 2012 & 2013.
✓ Sold the business for a profit after six years of operation.

FedEx

Promoted to work in the Strategic Marketing Department as a Project Manager for the development and initial implementation of a domestic Express packaging service in Mexico. 

✓ Developed efficient project plans and effectively coordinated between all involved departments including operations, marketing, IT, finance/accounting and sales to ensure timely completion of tasks. 
✓ Ensured integration of all marketing programs were aligned with company's mission and values. 
✓ Communicated directly with senior management on all aspects of the status of this $130M project.

Senior Marketing Specialist, Strategic Marketing Department

Promoted to work in the Advertising and Promotions Department overseeing Sports Marketing projects including securing and managing sponsorships across Latin America, as well as management of the agency that produced sponsorship events and materials. 

✓ Worked directly with sponsorship opportunities in professional motorsports including the development of all necessary marketing materials, management of a $1M budget, management of sponsorship team including customer events, public relations events, corporate social responsibility events and development of metrics to measure project effectiveness. 
✓ Conceived and implemented marketing plans that maintained brand consistency, maximized effectiveness, and met objectives.

Senior Marketing Specialist, Sports Marketing

Worked in the Corporate Communications Department specializing in internal communications to the division. 

✓ Effectively managed agencies regarding the production of corporate communications materials. 
✓ Developed communications channels across the division and handled internal communications for the crisis management team. 
✓ Launched a division-wide internal communications campaign including plan development, design of all materials, implementation of the plan and development of key metrics to determine effectiveness of campaign.

Senior Marketing Specialist, Corporate Communications

Copylite Products

Oversaw the planning, directing, design, and implementation of marketing, promotional, and advertising campaigns to enhance brand identity and awareness with emphasis on driving revenues, championing company brands and expanding customer base. Responsibilities encompassed development and implementation of integrated marketing strategies, brand management, market research/analysis, business development, contracts, alliances, vendor relations, and corporate website development/maintenance. 

✓ Formulated innovative marketing strategies, campaigns, and sales promotions to increase brand awareness and elevate sales.
✓ created and executed break-through marketing strategies and best-in-class brand strategies that shaped client attitudes toward products or services and created customer loyalty.
✓ Took a generic brand toner cartridge and developed all the branding and marketing materials for a private label brand.

Motion Image

Responsible for account management of key customer accounts for this small boutique film and television production agency, specializing TV commercials, music videos, films and documentaries. Served as the primary contact for customers including management of projects, scheduling, budget and other project requests.

✓ Served as a liaison between creative team, sales team, and the client to translate their needs into effective marketing promotions while ensuring brand cohesion. Developed and maintained first-rate working relationships with clients.
✓ Worked with a client on a year-long, extensive documentary film about the life of reggae music star, Bob Marley. 
✓ Thrived in a fast-paced, constantly changing environment consistently delivering projects on time and within budget.

Account Manager

Senior-level Program Management and Business Operations Manager with a successful background in leading operations within high growth organizations and competitive markets. Proven excellence in driving Operational Performance, Strategic Planning, Client Development/Retention, Infrastructure Development, Organizational Development, Change Management and Global Growth with strong financial capabilities. Emphasis on being a catalyst for change and a driver of results, driven to improve processes and operations. Strong foundation of ethics, high degree of integrity, and commitment to excellence.

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