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Executive Summary

Lean Management Consulting | Financial Services Leader 

Lean Management professional with comprehensive Banking and Financial Services leadership experience. Strong proficiency in leading and supporting transformational initiatives, business performance and operational efficiency projects. Strategic business partner in engineering innovative solutions to complex business problems. 

Previous experience include 8 years leading large financial service operations, managing/driving sales and P&L performance, service delivery and compliance management. Progressive leadership experience with a track record of building high performing teams. Polished communicator with a strong business acumen and strategic level thought process. 

Leader – Ability to lead through influence

Coach – Developing effective and results driven teams

Manager- Results Producer – Driver of execution and follow-up

Professional Experience

Apr 2007May 2009

VP, Branch Manager

JP Morgan Chase- Long Island NY

Provided direct leadership and management to a team of 10 financial services associates. Lead sales, operations, service delivery, P&L performance, associate engagement and risk and compliance.

  • Financial consultant to large commercial clients 
  • Consistently exceeded commercial deposit and credit goals
  • Responsible for managing P & L including FTE spending
  • Created aggressive sales strategies and action plans for sales team
  • Lead, coached and managed a branch team of 12 associates
  • Analyzed monthly financial statements of a multi-million dollar financial center
  • Received market level MVP award for executing company’s management and sales tactics(2008)
  • Consistently lead branch team to number one position in sales campaigns (2008)
Jun 2009Dec 2014

VP, Banking Center Manager III

Bank of America- Queens NY

Provided direct leadership and management to a team of 21 financial services associates. Lead sales, operations, service delivery, P&L performance, associate engagement, risk and compliance.

  • Recognized Metro NY top performer, delivering a 25% and 40% year over year lift in deposit and credit balances respectively (2013-2014)
  • Developed and deployed a tactical sales management process across an entire market, resulting in a 25% increase in sales interaction metrics
  • Draft and execute sales acquisition and pipeline management strategies
  • Responsible for managing P & L including FTE spending
  • Responsible for managing operations, compliance, process improvement initiatives and associate productivity
  • Year over year associate engagement improvements, year ending 2014 within the top 10%   
  • Mentored and coached new managers through a series of structured processes
  • Responsible for influencing the performance of a 12 branch market team with a total of 125 financial associates
Mar 2006Apr 2007

Assistant Banking Center Manager

Bank of America
  • Developed and executed business plan for opening a new build banking center
  • Responsible for the operational excellence of banking center
  • Responsible for driving and motivating operations and sales team
  • Lead team of associates in achieving key metrics of banking center
Dec 2014Present

Lean Management Consulting

Nationwide Insurance

Provide consultative services to clients and business partners in deploying and implementing a lean management system. Tasked with investigating and understanding clients’ strategic business goals, identifying efficiency gaps, developing/implementing effective solutions and managing the project lifecycle.

  • Prepare and facilitate lean management training sessions, highlighting the business performance benefits of implementing lean tools and techniques
  • Partner with business unit leaders in aligning on business strategic goals and setting expectations for lean deployments
  • Perform current state analysis of business units, identifying opportunities for streamlining and optimization of processes
  • Conduct investigative process mapping/value stream mapping sessions as a way of visually engaging business leaders on process gaps
  • Perform leader, manager and associate interviews in understanding current state and developing future state vision for the business
  • Re-engineer and design future state work flows and processes that improve business productivity and efficiency
  • Work with business leaders in developing appropriate performance management metrics and KPI’s
  • Implement core lean tools including performance management routines and processes that provide transparency to the work and drives productivity and performance
  • Analyze baseline data and track performance improvement over time
  • Provide coaching to business leaders on the application of lean tools in driving business performance
  • Liaison with Finance and HR partners in developing project benefit scorecards
  • Communicate project status updates to business leaders, showcasing benefits, raising potential risks and advising on mitigation tactics
  • Develop effective change management plans that inspire, influence and engage leaders, associates and all involved



MBA- Finance

Adelphi University- (NYC)

Robert B. Williumstad School of Business


BS- Economics & Management

University of the West Indies

Mona School of Business