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Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 ● Cxxx-xxx-xxxx ● abc@xyz.com
Senior Management Executive
Global Operations ~ Digital Technologies ~ Profit & Revenue Growth
Profile of Qualifications
Senior executive with demonstrated strengths in project management, operations, product development, financial analysis, governance, and IT infrastructure management. Proven success in cultivating productive business relations across Europe, North America and Latin America. Adept at driving cost-saving transformations within Banking Operations and Technology business areas. Possess solid skills in full-life cycle development, technical architecture, Big Data, managing onshore and offshore teams, driving business value, and leveraging analytics to grow revenue. Extensive talents in directing large-scale global initiatives and leading cohesive teams in achieving project goals in alignment with fiscal, timeline and quality criteria.
Notable Achievements:
Establishing Credit Suisse IT Americas Vendor Extension in Mexico to support all technology services among all CS IT divisions.
Championed development of sophisticated iPad application for ultra high-net-worth (UHNWI) client base in Americas utilizing Credit Suisse s Digital Private Bank strategy worldwide.
Project-managed new Credit Suisse s consolidated client reporting solution for Private Banking within the Americas.
Engineered Lighthouse front-end portal for Private Banking USA, delivering integrated services to 450 Relationship Managers and 200 support functions.
Reengineered the workflow process in PB USA by integrating three different IT solutions into Appway
Standardized Private Banking Americas via data services platform and real-time MIS reporting solution.
Professional Experience
CREDIT SUISSE - New York, 2015 to Present
Head of Technology Services Account Mgmt. for Global Operations, Risk, Finance & Corporate Services
Regional Head for Group CTO in Americas
Leverage substantial managerial talents to effectively align, mobilize, and coordinate high-performing global team of 550 FTEs.
Function as sole Group CTO interface for Application Production Support and Infrastructure Technical Account Managers.
Sponsored and developed proactive enterprise-wide life cycle management program to strategically mitigate and minimize operational risk elicited by unreliable, end-of-life technology.
Chaired multiple technology products forums to analyze, ensure and maximize alignment between business and technology strategies.
Devise and navigate regional human capital strategy for Group CTO organization comprised of 920 resources, holding full accountability for talent development programs, engagement initiatives, career development events, and rewards/recognition programs.
Foster and promote diversity awareness and professional development opportunities as executive sponsor for the Latino Professional Network.
Continued ►
Professional Experience continued Yyyyyy x. yyyyyy Page 2 of 2
CREDIT SUISSE - New York, 2007 to 2015
Managing Director, Head of IT Americas Private Banking & Country Management
Spearheaded IT group in providing technology vision and leadership for developing and implementing cutting-edge private banking solutions and IT services across U.S., Canada, Mexico, Brazil, Chile, Panama and Bahamas.
Steered evolution to digital technology in support of new wealth management model for Americas region.
Cost-effectively managed $55M annual budget and apply dynamic leadership expertise toward directing, motivating, and coordinating team of 250.
Actively pursued, researched, identified and developed new market opportunities within Latin America.
Led due diligence and integration of Hedging Griffo acquisition in Brazil including strategy to integrate all business areas and IT into Brazil.
Resourcefully initiated Mexico on-shore platform within Private Banking segment.
Conducted IT self-clearing analysis to convert Private Banking USA segment from correspondent clearing to self-clearing model.
Fueled revenue growth by contributing to development of Private Banking on-shore business in Canada.
Streamlined Bahamas Hub concept to enhance compliance across multiple Credit Suisse legal entities.
Served on Managing Directors Evaluation Committee in 2010, 2011 and 2012.
CREDIT SUISSE - Madrid and Zurich, 2001 to 2007
Director, Head of Country Management International & Technology and Banking Operations
Proficiently led high-performing team of 200 personnel across Madrid and Zurich in coordinating
IT services and solutions for Americas, Southern Europe and Middle East.
Established technology and operational infrastructure to acquire first banking license from Dubai International Financial Centre.
Successfully launched corporate wealth management initiative featuring creation of new legal entities in Bahamas and Brazil.
Collaboratively assembled Technology and Banking Operations International organizations and governance bodies for European and American locations.
JP MORGAN - Madrid, Paris and London, 1992 to 2001
Vice-President, European Design and Development Manager
Vice-President, Head of Technology and Operations
Associate, Head Technology and Communications
Advanced through a series of promotions based on exceptional performance and tasked with evolving prototypes into scalable solutions.
Built multi-channel model to enable Private Banking content to be used bank-wide.
Enabled JP Morgan to serve UHNWI clients by establishing European licensed bank in Brussels.
Successfully automated regulatory and tax reporting for Spanish Regulators on behalf of clients.
Formed first outsourcing of Mutual Funds NAV calculation and Administration Services for Spanish market by fostering and expertly managing relationship with market regulator.
Demonstrated exemplary business acumen in orchestrating full-scope operational support, performance measurement, client administration and reporting.
Controlled $20M technology budget and designed first real-time system for bond calculation within Spanish market.
Education / Professional Development
SIFMA / Securities Industries Institute (SII), Wharton Executive Education
Advanced Management Program, Duke University
Senior Leadership Challenge Credit Suisse Business School, Zurich
IESE Management Development Program, Spain
Global Business Management Program, JP Morgan New York
Graduated in International Business, Loop College, Chicago
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