Summary of Qualifications
. Entrepreneurial-minded leader with background in start-up, turnaround,
and high-growth organizations within commercial banking and investment
finance industries.
. Change agent with strong focus on integrating financial needs with
practical delivery issues from operations / analytical perspective
. Strategic thinker with a proven track record of helping organizations
originate cutting edge new business ventures and initiatives
. Highly adept at linking relevant facts and data to pinpoint core
issues and devise innovative solutions
. Leader and team player, with a straightforward style and a unique
ability to coordinate efforts amongst cross-functional teams
. Comfortable dealing with ambiguity and devising practical solutions
for achieving long-term goals, increasing productivity and solving
complex problems
. Skilled presenter, communicator and trainer
. Performance Management Professional
. Full Cycle Project Manager
. Extremely versed in Strategy development and Process Implementation
. Well traveled with global market exposure.
projects
. Project managed a total business transformation effort to convert the
branch distribution network into a complete service and sales outlets,
within the largest bank in Egypt Re-engineer all process, sales and
service activities across the network to reduce wait times and improve
efficiency. Developed distinct branch prototypes which take into
consideration large corporate, commercial, and retail segments.
o Resulting in a 117% increase in sales, 345 FTE staff reduction
and a 75% increase in efficiency
. Developed and lead a strategic initiative to establish a Private
Wealth Management Division within the Jordanian Banking Sector- one of
the largest banks in Jordan. Spear headed the effort of assessing all
necessary personnel requirements, determining facility requirements,
and analysis of current product offerings.
o Resulting in a savings 484 FTE and a bottom line saving of 4.2
Million (USD)
. Project managed a business re-alignment and productivity program for a
major Banking Institution in Beirut, Lebanon. Devised and executed a
strategy to transform the existing branch network into complete sales
and distribution networks.
o Resulting in a 80% increase in sales and a 75 FTE staff
reduction and 82% increase in efficiency
. Orchestrated a BPR and sales program for one of the top 3 Banks in
Pakistan. Conducted a total Business transformation effort and
organizational restructuring. Focused on an 1100 countrywide branch
network, which entailed re-engineering of key processes, removal of
non-essential operational activities and the restructuring of all
branch functions.
o Resulting in a 76% increase in sales and a 1000 FTE staff
reduction 97% increase in efficiency.
Advanced Software Knowledge:
. Visio,
. MS Project,
. Excel/Visual Basic, Word, Power Point
Professional Experience
Senior Consultant, LoBue Associates, Inc. Chicago, IL
2006 - Present
. Worked in the North Africa, Middle Eastern, UAE and South East Asian
Regions
. Identify and analyze data to resolve issues and recommend solutions
utilizing principals of business development and operational
procedures
. Gather and analyze information on problem procedures including present
operating procedures and organization structure
. Document, design, develop and implement solutions such as
installation of alternative methods and procedures in processing
methods and practices. In addition, restructuring of existing
products and services
. Plan, direct and coordinate activities of project to ensure
objectives are accomplished within prescribed time frame and budget
Asst. Vice President/Relationship Manager, JP Morgan - Structured Finance,
Chicago, IL 2005 - 2006
. Managed a portfolio of collateral debt obligations comprised of
synthetics, asset back securities and bonds
. Collaborated with cross functional teams, including investment
bankers, accountants, legal counsel and servicers to accomplish
objectives. Ensured deadlines are met as it related to monthly
investor reports and bondholder payments
. Managed a team of 9 senior corporate trust administrators
Relationship Manager/Trust Officer, LaSalle Bank - Wealth Management,
Chicago, IL 2001 - 2005
. Managed a portfolio of custody accounts, with market values between $2
- $54 million, within the Wealth Management Division
. Conducted quarterly audits of custody accounts, provided findings and
recommendations to Senior Management and Compliance Counsel
. Initiated controls and procedures within the Personal Custody/Wealth
Management divisions
Operations Manager, Bank One Corporation - Corporate Trust, Chicago, IL
2000 - 2001
. Developed a Control and Compliance Unit within Investment Management
Global Corporate Trust
. Managed procedure development, processing and administration of closed
Land Trust Accounts
. Managed a staff of 8 securities specialists
Project Manager, Harris Trust & Savings Bank - Corporate Trust, Chicago, IL
1998 -2000
. Coordinated the development and implementation of service level
agreements with internal business partners
. Conducted auditing, risk assessment and quality control within the
department
. Managed the productivity/quality measurement initiative within the
department an updated and balanced departmental budgets
Cash Control Supervisor/Area Auditor, Museum of Science & Industry,
Chicago, IL 1991 - 1998
. Functioned as liaison between banking institutions and Cash Station
operations
. Audited all revenue generating areas, and responsible for audit
summaries and auditor recommendations
. Created forms that allowed for cash to be controlled in more precise
and efficient manner
Education
Degree: MA - Master of Arts, Leadership & Organizational Development
DePaul University, Chicago, IL
Degree: BS - Bachelors of Science, Commerce, Management
DePaul University, Chicago, IL