| GENERAL MANAGEMENT
President, Standard & Poor’s |
Drive global growth and transformation of this world class business. |
President, Capital Markets, Fidelity Brokerage Company |
Manage, position, and grow capital markets, leveraging Fidelity's enormous resources and capabilities in building a world class institutional business. |
| CEO, Barra |
Take this global, publicly held, market leading company, with current revenues in excess of $100 million and strong shareholder value, to its next level of success. (Barra was acquired by Morgan Stanley prior to completion). |
| President & CEO, Ace Guarantee, Ace Ina |
Reposition this insurance company as an AAA guarantor, and prepare it to be spun-off from the parent as the primary operating unit of a new public company. |
| CEO, ERisk |
Grow this top-tier J.P. Morgan Partners sponsored risk consulting practice into a robust global risk consultancy and ASP software provider. |
| CEO & Director, Vie Financial, Ashton Technology Group (formerly, Optimark) |
Mandate is to significantly increase sales volume and trading activity to broker/dealers and institutional investors for the combined entity's order execution and quantitative trading products. |
| President & COO, Visteon (Promoted to CEO) |
General management of a global $20 billion automotive supplier spin off from Ford. |
| President, North America-Asia, Visteon |
Head of the North America-Asia region of the world’s second largest automotive supplier, with responsibility for a P&L of $15 billion. |
| Chief Marketing Officer,
DealerTrack |
Create and execute all marketing programs and collateral for this leading web-based automotive finance platform. Establish brand positioning and market share across the dealership landscape and within the automotive finance and insurance sector. |
INFORMATION TECHNOLOGY
| CIO, Marsh Inc. |
Upgrade and enhance the global enterprise IT program with emphasis on global transformation, scale, and efficiency. |
| CIO, Towers Perrin |
Create the vision and lead the implementation of an IT program of a new generation. Strengthen IT as a client facing business partnership function and provide leadership and guidance to all the stakeholders across the company. |
| CIO, International Division, Prudential Financial |
Lead all technology for the International businesses of Prudential, providing life insurance, asset and wealth management world-wide. Create an integrated, future oriented vision for international technology, and lead its implementation in a well-coordinated effort. |
| Business Information Officer, Core Banking Systems, National City Corporation |
Head all core banking technology for the foundation platform of the bank. Lead modernization effort of core banking systems in current technology transformation effort, enabling more aggressive growth and competitive positioning. |
| CIO, American Management Association |
Provide technology leadership to an established, well-known international business training organization. Strengthen the existing platforms, and create new advanced e-learning capabilities. |
| Global Head of Risk Technology, Deustche Bank |
Lead the Global Risk Technology Department. Build the next generation of enterprise risk technology, spanning multiple risk classes (market, credit, liquidity, regulatory, and management information) in preparation for the new Basel Accord reporting requirements. |
| SVP & CTO, Capital Markets, Bank One |
Manage IT as a critical factor in the growth of the business, managing risk and controlling cost. Consolidate disparate systems into a cohesive platform. |
| COO, Information Technology, Federal Reserve |
Manage the central technology infrastructure and delivery capability for the 12 banks of the Federal Reserve System, with an organization compliment of 500 people. Plan and execute the seamless technology delivery strategy in support of the entire Federal Reserve and Treasury system. |
| Manager, Transaction Processing, Wellington Management |
As part of the senior technology leadership team, create and manage a cohesive technology organization across all middle and back office disciplines, including accounting, compliance, risk management, and transaction processing. Provide a rational, integrated approach and leadership. |
| Chief Technology Architect, ICAP |
Serve as Chief Technology Architect for a world's leading interbroker dealer. Create the concept and architecture for a new multi-product electronic trading platform supporting internal and large corporate client needs. |
| Vice President
Derivatives Shared Services,
Leading Regional Bank |
Enable the structuring, trading, risk management,
and overall efficient processing of innovative new
products. |
| Senior Vice President, Operations
Prudential Annuities,
Prudential Financial |
Consolidate and integrate the operations functions of
Prudential Annuities and American Scandia, building
a world class operations and service delivery
capability that supports growth, market positioning, and profitability. Ensure that maximum efficiency is achieved through optimum process design and effective use of IT. Create an environment characterized by quality, efficiency, and a customer services orientation. |
| Chief Technology Officer,
Albridge Solutions |
Lead technology for this online transaction processing ASP and leader in technology solutions for the financial advisory and wealth management sectors. Provide technology leadership and management. Enable the delivery of the highest quality information solutions to the customer base. |
FINANCE
| CFO, Marsh Inc. |
Manage finance and information technology with the mandate of transforming a decentralized organization into a cohesive integrated structure. |
| CFO, Wellington Management |
Manage the financial activities of this $420 billion private asset management partnership, leading the firm into it's next generation of performance and growth. |
| CFO, Behrman Capital |
Manage finances, financial reporting, and administration for this top-ranked private equity firm. |
| SVP, Corporate Controller, Freddie Mac |
Upgrade the overall financial reporting and control processes of this extraordinarily complex environment. |
| VP, Divisional Controller, Freddie Mac |
Divisional controllership responsibilities for Freddie Mac's Funding & Investments business, its principle profit-generating engine. |
| Managing Director and Head, Domestic Tax, Morgan Stanley |
Lead and manage the centralized, corporate, domestic tax function supporting all aspects of this multi-disciplined financial service firm. |
| VP/Executive Director, Accounting Policy, Morgan Stanley |
Provide expert accounting policy related opinions and solutions on complex CBO, CMO, and other securitization transactions to business unit professionals, controllers and internal and external auditors. |
| Managing Director, Heckman Global Advisors |
Play a key role in new product and model development for allocating global equities for this quantitative equity strategy firm serving money managers and hedge funds worldwide. |
| SVP, Strategy and Corporate Development, Visteon Corporation |
Key emphasis on business portfolio management with focus on strengthening growth and profitability. Interim CFO role. |
| Vice President, Senior Investment Applications & Systems Analyst, Fixed Income, Deutsche Asset Management |
Work closely with Portfolio Managers to develop user-friendly decision support and analytic tools to meet the ongoing needs of the $110 billion fixed income asset management activity. |
RISK MANAGEMENT & CAPITAL MARKETS
Director, Finance and Risk Practice, Mercer Oliver Wyman |
Manage, generate new business, and execute client consulting engagements at a leading financial services strategy and risk management consulting. |
VP, Mortgage Backed Securities Trader, Deutsche Bank; VP, Asset Backed Securities Trader, Deutsche Bank |
Work closely with portfolio managers in executing profitable trades, generating ideas and managing relationships with the Street in support of the large MBS and ABS portfolios. |
| Head, Valuation and Risk Mgt
Mortgage Servicing Rights,
Leading Regional Bank |
Manage profitability and risk for the bank's $700
billion plus mortgage lending portfolio, the third largest in the industry. Manage MSR’s (mortgage servicing assets) and related market risk enabling the bank to achieve excellent risk adjusted returns and to drive shareholder value. |
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