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Work Background
SlalomSenior Principal
Apr. 2022 - Sep. 2023Los Angeles Metropolitan AreaLeading financial services clients to discover, understand and implement business solutions toward better tomorrows for their companies and customers. Led and managed engagements for financial services industry clients, including project management, executive reporting, issue resolution and coordination. Slalom LA financial services industry leadership team member. • Managed system implementation and migration engagements for multiple clients in capital markets and commercial banking segments
• Designed and coordinated +10 industry marketing campaigns in Salesforce spanning multiple offerings (data and analytics, customer/advisor portal review and design, generative AI discovery and exploration workshops, Salesforce health checks, etc.) • Coordinated industry/client planning for +$25M book of business in the LA market
• Built and delivered industry progress reporting for team and leadership audiences on monthly, quarterly and annual bases • Maintained +100 Salesforce opportunities and Business Intelligence active engagement reporting and invoicing
Kenjoshow EnterprisesManaging Partner
Oct. 2016Hermosa Beach, CaliforniaIndependent provider of business consulting to financial institutions and professional services firms, focusing on commercial banking, capital markets, wealth management, crowdsourcing and fintech. Delivered and led projects across compliance implementation, process re-design, and enterprise risk management.
• Project managed multi-national financial institution consent order resolution activities on behalf of Big 4 client to establish robust program governance practices
• Established product development, compliance, and risk management process enhancements for startup fintech finance company
• Supported re-establishment of legal/regulatory obligation compliance processes and testing procedures for national financial institution
• Facilitated Big 4 firm’s efforts to reposition marketing and business development functions
• Documented policies and procedures for Wealth Management company using flexible, cloud-based management software (Monday.com)
The First Tee of Greater PasadenaBoard Member
Jan. 2009 - Oct. 2016
KPMG USManaging Director, Financial Risk Management
Jan. 2001 - Sep. 2016Los Angeles, CaliforniaClients assisted in the following industries: CCAR, Financial Services, Information Technology, Energy, Utilities. Specialize in Banking Integration, Enterprise Risk Management, Operations Risk Management, Sarbanes-Oxley compliance, business performance improvement and general project management. Advanced from Consultant, Manager and Director roles executing and leading engagement delivery for clients in financial services, energy, utilities and technology to leading Advisory Services teams as a Managing Director to execute same for a +$50M book of business across North America from 2011-2016.
• Led integration planning and execution of multiple FDIC-assisted and market acquisition transactions, and integration activities for financial institutions across all lines of business. Operated Integration Management Office activities and coordinated vendor system defect resolution efforts through post-conversion. Regularly presented integration progress reporting to C-suite stakeholders and boards
• Evaluated and implemented Enterprise Risk Management programs for firms in Financial Services, Utilities, and Technology
• Managed initial Sarbanes-Oxley (SOX) implementation over +3 year period for Fortune 5 company; deployed as a solo resource throughout North America and Africa to successfully remediate financial reporting compliance issues
Bank of AmericaVice President
Sep. 1995 - Dec. 2000Project manager for interstate deposit and merger integration initiatives. Joined company in Management Associate Program; positions held in platform conversion for multiple bank acquisitions, operations management leading over 60 employees to meet and exceed customer SLAs, and merger integration for largest to-date deal in banking history. Co-managed first ever in-industry coast-to-coast same day deposit acceptance capability for all customers.
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