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Work Background
CardWorksBCDR Program Manager
May. 2023 - Jan. 2025Woodbury, New York, United StatesOverseeing the implementation of a new Business Continuity Disaster Recovery Policy and Standards for a credit card servicing firm and a retail bank in the US and BPOs across the Caribbean, with focus on Operational Resilience encompassing multiple locations. • Oversaw training for, and the execution of, Business Impact Analyses (BIAs).
• Oversaw training for, and the execution of, Business Continuity Plans (BCPs), including testing.
• Used Everbridge mass communications tool for crisis events, building specific teams for events. Managed the transition to the Workday HR platform, including data integrity during daily uploads. • Reported BC program and DR testing status to the appropriate committees on the servicing and lending sides, and quarterly contributor to the Board of Directors report. • Chairman of the site crisis and executive management teams including managing and reporting incident and site status, coordinating corporate resources to respond to the event, and post-event reporting and follow-ups.
TTI of USASenior Consultant
Dec. 2021 - Dec. 2022New York City Metropolitan AreaSr. consultant providing program analysis and guidance to support a general realignment of resources in domestic and offshore offices for the Fusion application, which was being adapted to the environment. Team member validating Fusion, a new global BC planning and incident reporting tool, including developing training and awareness materials as part of the general rollout of the application, as well as participating in the sessions. Participating in the tool pilot as part of a design and integration exercise, including performing BIAs, notification and process testing.
eDelta ConsultingSenior Consultant
Jul. 2021 - Dec. 2022United StatesSenior consultant working with two financial services and advisory firms to perform BCP DR BIA, program, and regulatory reviews. BIAs were performed for one client in order to satisfy regulatory and planning requirements. All facets of the business including processes and applications were analyzed. Interviews were conducted with stakeholders in order to gain an understanding of the business. BIAs reviewed and delivered in November and December 2022. Identifying areas of noncompliance with national regulatory requirements and strategies to address shortfalls. Reports delivered to each client in August and October of 2021. General collaboration to with each firm to identify where the respective programs can benefit from the integration of Fusion tools and other operational improvements.
INGVice President, Americas Head of Business Continuity and Crisis Management
Oct. 2011 - Oct. 2021Greater New York City AreaRetained to reengineer and manage regional business continuity and crisis management for wholesale banking businesses in US,
and Central and South America, aimed at achieving consistency in preparing and responding to events. Serve as chairman of the
Americas computer emergency response team (CERT) that oversees responses to both natural and man-made crisis events
throughout Americas. Onboarded as Americas anti-fraud officer, driving the planning and execution of anti-fraud measures.
Liaise with regulators and senior management to conduct annual desktop exercises and simulate various crisis events. Oversee
BCP and disaster recovery planning, testing, and reporting activities between technology and business teams. Design training
and on-boarding presentations for annual awareness training for Americas region.
Defined change management and version control processes to implement a transformative world-class business
continuity program during the global pandemic, COVID-19.
Facilitated collaboration with cross functional teams, participating and directing business continuity information
presentations to stakeholders at all levels.
• Introduced Everbridge mass communications tool. Identified requirements and implemented tool for all ING Americas locations in 2012 and used effectively for crisis and IT events. As of 2021 Everbridge was being implemented global use. • Introduced Everbridge mass communications tool. Identified requirements and implemented tool for all ING Americas locations in 2012 and used effectively for crisis and IT events. As of 2021 Everbridge was being implemented global use. Championed the development of plans and steered disaster recovery program to comply with new regulatory
requirements, securing license to operate capital markets business.
CB Richard EllisManager, ERM
Oct. 2009 - Mar. 2011Conducted enterprise and business-level risk assessments using an internally-developed COSO-based methodology. Reported findings, recommendations and progress of mitigation efforts to C-Suite and senior managers.
Collaborated with business lines to perform risk assessments and impact analysis for planned expansion. Partnered with subject matter experts to gather and prepare quarterly enterprise risk scorecards for the Executive Risk Committee (ERC). These scorecards encompassed mitigation progress and financial reporting, market risk analysis, and identification of emerging risks. Designed and implemented risk management self-assessment tools for use by the business line.
Goldman Sachs Asset Management DivisionGlobal Business Continuity Head
Feb. 2007 - Apr. 2009New York City Metropolitan Area8 years managing Business Continuity at the program level for GS’ Investment Management Division. Specifically supporting businesses and staff in India, Asia, Japan, UK, Europe, and South America; Developed the planning, reporting, training, policy implementation and compliance activities for plan coordinators, while accounting for local regulatory requirements; Successfully implemented measures to improve enterprise resiliency, program exposure and participation while simultaneously launching new enterprises in India, Korea, and Brazil; Successfully managed the plan activation and relocation of the Houston Private Wealth Management office prior to Hurricane Ike, as well as other prior events; Prepared for and participated in the FSA (UK 2004) and SIFMA (US 2008) Pandemic exercises; Oversaw global testing activities at the corporate, divisional, and business unit levels; and, Reporting to and influencing C-level management in order to advance the program.
CitigroupVice President - C O&T Sector Global BCM Head
Nov. 1997 - Feb. 2007New York City Metropolitan Area
CitigroupVice President
Nov. 1997 - Feb. 2007Software Development Management
Project Risk Review Audit Manager
CitiVice President
Nov. 1997 - Feb. 2007Software Development Management
Project Risk Review Audit Manager
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