Mark Bolton

Managing Director @Transform Consulting Inc.

United StatesPartnerInfluencer✔️ IT📝 Influencer or Blogger👍 Sales & BizDev🧨 ConsultingProject ManagerEngagement Manager

I am an executive level enterprise sales and transformation expert. I have broad and deep expertise across a number of areas at executive level: - Enterprise Transformation - Digital Transformation across the stack from Cloud to Product - acting as Program Director - AI Trustworthiness Advisory - over-the-horizon risk assessments, audits, governance standards, policies, procedures - Business Development - new logos to client partnership - Financial Crime Risk, Regulatory and Compliance - M&A Strategy, Integrations and Carve Outs - Gen Z - published author in financial management I have a proven track record of leading complex, global, and multi-part projects for high-value clients, delivering solutions that drive business growth, customer satisfaction, and operational efficiency. In 2022, I sold annualized $5M of consulting services, covering a wide range of topics and challenges in the financial industry. I also have extensive business management experience, having run my own consulting firm for five years and led a major business unit at Capgemini. I am passionate about creating value for my clients, my team, and my organization, and I am always eager to learn, collaborate, and innovate.

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Network Power<100 people

Roles

✨66%

Business Owner

🧨66%

Consulting

🔥33%

Startup Founder

Geos

🇺🇸66%

United States

Work Background

HAL PartnersAssociate Partner

Mar. 2024Greater London, England, United Kingdom · RemoteProviding banking and financial services industry expertise in Gen Z, Gen Alpha, VR, XR, Metaverse and AI related areas.

Transform Consulting Inc.Managing Director

May. 2023Tampa, Florida, United States · HybridFractional/interim executive for multiple engagements including: Program Manager, Resource Capacity Planning | Disney Experiences and Parks  Led a team to develop and implement a Global Resource Capacity Planning operating model, impacting 4,500+ resources across 20 countries.  Collaborated with xVP Executive Leadership and the CDTO to define program goals, strategy and roadmap aligned with organizational objectives.  Delivered significant business value to multiple business units (US/International Parks, Cruises, Experiences) through optimized resource allocation and project prioritization.  Drove accurate financial forecasting for AOP, ACP, and five-year roadmaps, enabling data-driven decision-making.  Led the OCM team to develop creative communications and adoption solutions for new processes and tool upgrades.  Spearheaded organizational redesign  Developed and implemented OKR/KPI framework to drive forever operational improvements.  Developed and deployed skills tracking integrated with Workday (HRIS)  Created a suite of dashboards and reports (Clarity, Power BI, JIRA, SmartSheets) Product Director | Artificial Intelligence for Boards & C-Suite  Though leader developing GTM solutions for executives in AI governance, AI risk management, AI Data Assessment, AI Strategy, AI education. Particular focus on over-the-horizon complex emergent AI risks. Author & Influencer: Gen Z and Gen α Personal Finance  Advised global financial services clients on Gen Z and Gen Alpha trends, shaping product development, marketing strategies and workforce engagement. Cultivated 30K+ social media following as a 'finfluencer' on Instagram, TikTok, Facebook, YouTube and published author on Amazon. Author: Extreme Cashflow – Investing for Huge Income  Author of a ground-breaking book laying out a comprehensive strategy to drive lifestyle transforming and job replacing dividend income from realistic and comprehensively risk managed investments in the US stock market.

Capgemini InventVice President Banking & Financial Services

Mar. 2022 - Apr. 2023New York City Metropolitan Area · HybridCo-led the US practice for the global banking and financial services practice, driving growth and managing a $10M annual portfolio across key accounts. Oversaw full P&L, sales lifecycles, delivery, resource management and stakeholder relationships across multiple geographies, leading to:  Full sales and delivery lifecycle responsibility from lead generation and qualification through engagement delivery and follow on sales  Pursuit and Account Management responsibilities totaling approx. $10M per year across 1 major global bank and 3 minor banking/financial services accounts. Includes structuring deals across multiple business silos and geographies to meet client needs  Delivery Management responsibility across all the above accounts including selecting and building teams, client c-suite engagement and delivery assurance  Business Management across the practice from sales pipeline and process management through marketing, comprehensive full-cycle resource management and full-suite financial management from projection through actuals and reporting extending to credit control  Extensive cross-enterprise relationship building inside and outside of Invent and across all global geographies in the VP community. Upwards management of executive expectations Accounts:  Bank– Spearheaded the cloud migration strategy, prioritizing 3,000 applications across 3 US datacenters. Developed a business value-driven approach balancing technical and business outcomes – agility, cost savings, increased innovation  FinTech – Led post-merger integration of acquired targets, establishing a PMI Center of Excellence to drive operational synergies  Global Bank – Drove optimization of core processes within Futures operations and other units, leveraging process mining to reduce costs by 20%  Asset Manager – Developed and launched innovative MarTech solutions, increasing employment workspace revenues. Led a cross-functional team in requirements, product and go-to-market

CognizantSenior Director - Program Director - Banking & Financial Services

Jan. 2021 - Mar. 2022Tampa, Florida, United States · RemoteStrategic leader in global Banking & Financial Services, driving transformative initiatives for major clients. Successfully delivered a complex neo-bank launch, managed a $500M+ transformation program, and led post-merger integration efforts. Expertise in building and managing high-performance delivery teams across multiple geographies  Neo Bank – Spearheaded the successful launch of this US neo-bank on an accelerated timeline. Managed a complex, 115-person global project involving 50+ vendor integrations, ensuring compliance and exceeding the client's revenue targets  Canadian Bank – Drove the $500M+ Global Wealth Transformation deal. Developed comprehensive RFP responses, expertly managed Q&A sessions, deep-dive presentations, conducted robust assumptions testing and led the creation of accurate pricing models and contract negotiations  US Bank – Developed and executed post-merger integration plans for acquisition of large Californian bank. Led the ServiceNow accelerated planning process to ensure a smooth transition, minimize disruption and realize strategic goals of the merger.  Business Management – Built and led high-performing onshore/offshore delivery teams, ensuring the right skillsets for client projects while optimizing cost-efficiency. Reduced onboarding time through proactive resource planning

CuembyMember Of The Board Of Advisors

May. 2020 - May. 2021Florida, United StatesPleased to have joined the Advisory Board providing input on strategic and operational issues of priority to the main Board and Executive leadership team.

Transform Consulting Inc.Director

Sep. 2015 - Dec. 2020Tampa, Florida, United States · HybridResponsible for client relationships, new business development and projects:  PwC US Advisory Estimation & Pricing - Spearheaded comprehensive content strategy and production for a new digital sales enablement tool. Developed engaging videos, presentations and training materials, tailoring them to diverse audiences across global business units. Created a communication plan driving successful product adoption throughout the organization  Bank of Nova Scotia – Developed the technical blueprint and target operating model for a global cloud migration program at the Bank of Nova Scotia, spanning 5,000 servers across 8 countries. Designed governance framework that ensured seamless application migrations, minimizing disruptions and optimizing cloud benefits  Global Bank – Led a $2.6M Global Custody business expansion, resulting in $1.2M FTE savings and $6M client fee recovery. Spearheaded a hybrid on-shore/off-shore BPO model, driving process transformation and delivering a second phase focused on automation (RPA)  Wells Fargo – Spearheaded the re-engineering of the CCAR regulatory reporting process for Wells Fargo's Wholesale Banking division. Improved stress-testing capabilities, implemented advanced risk models (CVA) and achieved daily STP reporting, ensuring compliance with Federal Reserve 14 A/Q requirements. Managed OCC and Fed interactions, addressing MRAs and coordinating cross-functional responses  HSBC - Led critical $15M regulatory compliance initiative for HSBC, ensuring adherence to UK 'too-big-to-fail' legislation. Orchestrated the complex transition of the Global Trade Finance business across multiple geographies, on a strict timeline. Additionally, transformed a failing PMO, boosting team performance and morale  Intellect Design – Senior Program Manager - Spearheaded social media transformation for a global banking software vendor, driving sales growth in the tier 2 US market. Developed thought leadership content

HSBC Banking GroupDirector/Senior Vice President - Global Change Delivery

Jul. 2010 - Aug. 2015Miami, Florida, United States · HybridDirected a global portfolio of high-visibility, cross-functional transformation projects within HSBC's Global Change Delivery function, ensuring alignment with strategic goals across multiple business lines.  Global Target Operating Model - Spearheaded development and global deployment of AML CDD Target Operating Model across 7 countries. Oversaw a 150+ person team and a $100M budget to ensure compliance with international financial crime regulations (AML, OFAC, FATCA, CRS), reducing risk exposure for HSBC Americas  Anti-Financial Crime Mexico - Led strategic build-out of a 3-lines-of-defense AML anti-financial crime team in Mexico City, integrating local regulatory requirements with global framework. Directed the selection and onboarding of PWC, led a 120-person hiring initiative and secured regulatory and executive approvals for 5 systems and policies.  Global European Markets Infrastructure Program - Drove response to regulations, directing design team to deliver a compliant solution within strict regulatory timelines. Launched global program in just 3 months, managing a 150-person team across 4 countries ,6 work-streams.  EU Financial Transaction Tax - designed and executed a global operating model in response to French Financial Transaction Tax regulations for cash equities business. Mitigated compliance risk and protected significant revenue stream  Global Sales Transformation - Led a global sales transformation initiative as Interim COO of the PCM SME Division. Drove $400M increase in sales to 3.3M business customers across 21 countries by equipping 4,000 relationship managers with enhanced CRM, data mining, training, tools and communications  Global Strategic FX Review - Conducted a strategic review of global Spot FX sales, targeting a $3B revenue increase across 100 million customers in 40 countries. Provided recommendations to prioritize 7 key markets, facilitated creation of a global steering committee integrating retail and investment banking FX

LCH.ClearnetProgram Manager - Fixed Income

Jul. 2009 - Jul. 2010London, United KingdomLCH Clearnet is a European clearing house for financial products In the peak of the recession clearing houses were ‘kings’ at managing counterparty and credit risk between the major banks in the institutional securities markets. Mark delivered: - Repo-bundles; new product to improve liquidity management for institutions - Geographical expansion of business to Canada and Turkey

Mark BoltonIndependent Entertainment Professional

Jan. 2005 - Jun. 2009Greater Los Angeles Area Starred in features film, TV shows, commercials, voice over and theatre productions  Summary available at www.imdb.com and full information on request

ABN AMRO Bank N.V.Project Manager

Oct. 2003 - Dec. 2004London, United Kingdom

Credit SuisseSenior Project Manager

Jan. 1998 - Aug. 2002London, United KingdomManaged a wide range of IT projects in the investment bank front-office.

BarclaysSenior Project Manager

Jan. 1996 - Dec. 1997London, United KingdomResponsible for relocating the fixed income businesses from Tower Bridge to Canary Wharf.

Goldman SachsProject Manager

Apr. 1994 - Dec. 1995London, United KingdomResponsible for delivering a systems for the recharge of IT costs to the Equities business.

ING BaringsIT Business Manager

Apr. 1993 - Apr. 1994London, United KingdomResponsible for all commercial aspects of the IT organisation.

CitiBusiness Analyst

Jul. 1990 - Apr. 1993London, New YorkAssisted the project manager to develop a business reengineering design for the funding processes of the firm post the 1991 Treasury Note Auction Crisis.

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