SENIOR VICE PRESIDENT: CFO, M&A

Results-driven & accomplished leader with over 20 years of advanced experience across Corporate Finance: Mergers & Acquisitions (M&A) / Business Development (BD), Financial Planning & Analysis (FP&A), Investments, Treasury and Organizational Management. Achievement-oriented professional with proven success leading & executing business transactions, creating strategic direction, building & motivating teams and achieving financial performance. Balances executive-level strategic thinking with analytical & transaction execution to anticipate & resolve complex Finance-related issues to drive growth & optimize profitability. Cultivates strong relationships across teams and provides exceptional written & verbal communications with senior management. Interested in a dynamic Senior Finance Executive position with focus on business growth and financial performance.

Career History & Accomplishments

CITI BRANDED CARDS (CITIGROUP) 2015 – 2023

Senior Vice President: Product CFO & Business Development

Successfully achieved multi-billion-dollar partnership deals and new product launches, including American Airlines renewal, AT&T renewal & new product launch, Expedia conversion, Amazon new product development, Costco acquisition, Hilton Sale

Negotiated $300M of external marketing funding to drive future Balance growth of $6B & customer Spend of $30B

Finance leader for all new Co-Brand Credit Card Acquisitions and Proprietary Distribution Deals, includes building and enhancing complex deal models, portfolio valuation, deal structuring, and financial optimization within Consumer Banking

Produced “White Papers” to Business & Finance leadership on new strategic initiatives such as External Marketing Funding, Portfolio Sale of High-Risk Loans, new Distribution Channels and Portfolio / Product assessments to optimize performance

Steered the Employee Communication Committee to enhance Finance team organizational success (dozens of employees)

BARCLAYCARD (BARCLAYS) 2012 – 2015

Assistant Vice President: Financial Planning & Analysis

Executed forecasting & analysis for Board & Executives of fastest growing business unit within a top global bank, driving 3-year growth in interest 60%, income 40%, and profitability 30% while investing several hundred million dollars to drive sustainable future growth within existing and prospective businesses

Led the quarterly Financial Planning & Forecast process under both IFRS & GAAP, along with annual Stress Testing

Transformed finance systems with MIS team to form advanced automated planning process via Hyperion Essbase

Accelerated company scale via acquisitions & growth initiatives by collaborating across multitude of organizational teams

Communicated Results and Forecasts with Corporate and Business Executives, locally and globally

LINCOLN FINANCIAL GROUP 2003 – 2012

Assistant Vice President: Corporate Development (M&A, Corp Strategy), Treasury, Banking, & Risk Management

M&A & financial transactions (valuation, deal structure, due diligence & execution) across various businesses & deal sizes:

$7.5B Acquisition of Jefferson-Pilot Corporation, including issuance of debt, equity and hybrid security financing

Divested non-core media properties (TV, Radio stations & Sports Broadcasting business) for $775M

Divested UK life insurance & annuity business for £195M/$320M and investment management firm for $425M)

Capital-raising initiatives ($335M equity, $750M debt & $2B bank credit line) facilitated repaying $950M government funding to provide stable, long-term corporate capital

Modernized company’s $1 billion employee pension plan by establishing dynamic allocation process and broadening investment policy to include $50M hedge fund investment, which minimized corporate contributions to fund the plan

Drove increase in dividend 700% and resumption of share repurchase activity by executing capital and liquidity analysis

Managed $10M+ annual expense and budget for the Corporate Development department

Created the Strategic Planning Template used by CEO & COO for annual review of business units

Education & Volunteerism

Villanova University, MBA with concentrations in International Business & Strategic Management

The Wharton School of the University of Pennsylvania, Executive Education Program: Mergers & Acquisitions (M&A)

CFA Institute, Earned CFA® designation, Member of CFA Society of Philadelphia

University of Illinois, Bachelor of Science in Finance, Graduated with Honors, Dean’s List

Volunteer & Community Service, focus on improving financial literacy & community development

Teach Children to Save, Supporting Kidds, Little Giraffe Foundation, The Leukemia & Lymphoma Society, elected Treasurer of Alumni Association, University of Illinois Alumni Mentor, Habitat for Humanity, United Way & other non-profits

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