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Work Background
Pivotal Path LLCFounder
Sep. 2024Project and Program Management Leader with 15+ years driving transformational, regulatory, and technology initiatives in financial services. Adept at building governance, managing risk/compliance, process improvement, systems implementation, aligning multiple workstreams, delivering under tight timelines, and embedding sustainable change. Consultant with a global bank, managed a major regulatory remediation project including data modeling and governance. Noted for developing close partnerships with internal stakeholders and senior leadership. A team player passionate about collaborating with colleagues and driving P&L related results.
Strategic Program & Portfolio Management | Regulatory Compliance & Risk Oversight | Change Management & Organizational Transformation | Stakeholder Influence & Executive Reporting | Budget & Vendor / Contract Management | Governance & Steering Committee Leadership |Process Optimization & Operational Efficiency | Technology Rollouts & System Upgrades | Cross-Functional Team Leadership
Northern Trust CorporationVice President
Jun. 2023 - Aug. 2024As Vice President at Northern Trust, I led strategic initiatives for business and technology teams across multiple international geographies, balancing regulatory, operational, and technical objectives. Other skills included client relationship management, client onboarding. I love working with people and getting projects LIVE.
Northern Trust CorporationSenior Consultant
Sep. 2016 - Oct. 2021Client Implementation for Hedge Fund Servicing group within Northern Trust.
FISProject Manager
Dec. 2015 - Sep. 2016Responsible for multi-team technology migrations, regulatory process redesigns, and platform upgrades for financial institutions and trading firms. Established tracking, reporting, audit documentation; maintained schedules, budget constraints, and quality under tight regulatory requirements. Liaison with global development teams and exchanges to ensure compliance, prioritize development requests, and resolve production issues for trading clients.
SunGard Capital MarketsProject Manager / Support Manager
Oct. 2008 - Dec. 2015Project Manager for global SunGard clients using GMI and exchange initiatives.
Supported high-frequency trading firms and regional banks in back-office operations, leveraging bilingual Spanish skills to coordinate with Mexican exchanges and clients.
INITIATE SYSTEMS (IBM)Business Analyst
Oct. 2007 - Oct. 2008United States, ChicagoImplemented a global sales enablement platform to unify sales and marketing materials, ensuring consistent internal messaging and positioning of the company’s Master Data Management solutions. Later led strategic cross-functional initiatives to streamline operations and enhance enterprise readiness as the company’s planned IPO and subsequent acquisition by IBM.
CDW CorporationProposal Writer
Jul. 2004 - Sep. 2007United StatesManaged proposals for large commercial opportunities with relationship management, business development, and sales teams, resulting in over $48 million in awarded bids. Responsible for writing responses for RFP’s, facilitating strategy sessions with leadership and departmental teams to define scope, align objectives, and deliver on time, within budget, and to company standards.
Hearst MagazinesAdvertising Sales for Town & Country Magazine
Aug. 2001 - Jul. 2004United States, New YorkAdvertising Sales Representative (promoted from Advertising Sales Assistant); Sold direct response, real estate, and special advertising sections. Managed full sales cycle from lead generation and qualification to account growth and retention. Engaged in media planning with agencies and with the marketing and production teams,
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