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Work Background
TruistEVP, Head of Enterprise Performance Acceleration
Jan. 2023Led creation of the enterprise’s long-term enterprise strategy, delivered inaugural operating plans for all lines of business. Transforming performance across the enterprise including from goal setting, KPIs, scorecards, incentives, and talent. Improving effectiveness, efficiency, and overall execution to drive revenue growth and a performance culture. Evolving profitability capabilities and analytics, including architecting an industry-leading, cloud client profitability solution. Created and leading ongoing enterprise strategy & execution committee, reporting to the full Board of Directors. Part of the COO organization.
TruistEVP, Head of Client Profitability
Jan. 2022 - Dec. 2023Charlotte, North Carolina, United StatesLed a common view of client profitability across all Truist lines of business, including technology platforms, pricing & PrecisionLender, client profitability methodologies, strategy & execution. Part of the Corporate Strategy & Performance Management organization.
TruistEnterprise Lead - Hispanic/Latine Enterprise Resource Group
Jan. 2021 - Dec. 2023“Juntos@Truist” is Truist’s enterprise/Business Resource Group representing teammates and empowering the Hispanic/Latinx community. We worked with chapters across the country, together with executive sponsors, regional chairs, advisors, and nonprofit partner organizations to continually expand Truist's commitment to Diversity, Equity, and Inclusion across all our incredible Business Resource Groups. I served a 2-year leadership role in addition to my functional full-time role. Accomplishments include facilitating enterprise participation in the Hispanic Promise
TruistSVP, Head of Enterprise Pricing Tech & Strategy
Jan. 2021 - Dec. 2022Charlotte, North Carolina, United StatesDelivered risk-based pricing and profitability for the Commercial Community Bank, Wealth, and Corporate Investment Bank. Successfully obtained funding, implemented, and owned Truist’s first net new technology investment, the PrecisionLender (SaaS) relationship pricing & profitability platform. We partnered on pricing strategy (including Funds Transfer Pricing) with Finance, sales leadership, and other lines of business to best enable and empower teammates to deliver the value of Truist to clients.
TruistSVP, Director of Credit Products & Pricing
Jan. 2019 - Dec. 2021Charlotte, North Carolina AreaSunTrust and BB&T merged and formed Truist Financial Corp. As Director of Credit Products and Pricing, my team led enhanced lending strategy and technology for the $125 billion+ Commercial Community Bank ("CCB") loan portfolio. -Credit strategy and product development for Business Banking, Commercial, and Middle Market segments, including Industry Specialty and Advisory and Small Business Administration (SBA)
-Partnered with Risk, Legal, Finance, Financial Management, Credit, and various stakeholders on merger integration initiatives as well as long-term growth strategies -Risk-based pricing and profitability, including ownership of the Bank’s pricing tools and models, and future state pricing technology
-Leadership of strategic pricing initiatives and optimization to drive profitable growth
-Business Lead for LIBOR transition project, contract remediation, and SOFR (or alternate rate indices) implementation -Development of lending synergies and strategies to facilitate loan growth and technological innovation for clients and teammates, including AI/ML and analytics -Market data, business intelligence, portfolio/data analytics, and various regulatory reporting and compliance coverage
-Led enterprise-wide implementation and execution of the Main Street Lending Program
TruistSVP, Complex Credit Acquisition Manager
Jan. 2014 - Dec. 2019Atlanta Metropolitan Area(Formerly SunTrust Bank) • Developed underwriting and credit risk management channels of sponsor-owned, highly-levered Commercial acquisition finance portfolio • Led credit team through structuring, underwriting, and executing diversified corporate & commercial credit transactions (including bilateral and syndicated cash flow leveraged transactions); Transactions included M&A, private equity or sponsor-led transactions, leveraged buyouts, dividend recapitalizations, and require financial models, due diligence, & credit agreement negotiations
• Co-developed and led Credit Risk Immersion program for the Wholesale Bank Development Program, for groups of 20-30 analysts to serve as foundational intensive credit training for rotations and permanent placement across the organization
• Developed and delivered formal credit training initiatives across the Commercial bank including Complex Credit Agreement, underwriting, due diligence, credit structuring, financial modeling, legal negotiations, etc.
• Promoted from Corporate Finance Portfolio Manager
First Citizens BankVP, Commercial Banker
Jan. 2013 - Dec. 2014Fort Lauderdale, Florida, United StatesAs a relationship manager and lending expert, some of my clients and prospects included professional practices and C&I. The major focus was asset-based lending, including real estate, equipment, working capital, and specialty financing.
JPMorgan Chase & Co.AVP, Relationship Manager
Jan. 2008 - Dec. 2013Fort Lauderdale, Florida, United StatesCommercial relationship including originations for commercial and business banking clients. This encompassed delivering holistic relationship solutions on an ongoing basis including preliminary underwriting, risk-adjusted dynamic pricing, cash management/treasury services solutions and leveraging internal partners for specialized services. I attained formal credit training and gained experience in SBA (504 and 7a) loans as well as conventional credit facilities such as real estate, equipment finance, and lines of credit with a focus on successful C&I and professional practices.
RIM | BlackBerryBusiness Marketing Manager
Jan. 2006 - Dec. 2008Miami, Florida, United StatesOrganized and executed regional marketing campaigns and training curricula based on unique market needs, sales analytics, and statistics. Oversaw acquisition of commercial clients and corporate contracts in the southeast United States and Latin America. Liaised international brand expansion for collaborating with multiple carrier design teams and carrier business unit representatives. Represented the BlackBerry brand for all national technology conferences such as CTIA and CES, and smaller regional tradeshows and carrier-specific functions.
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