Business Transformation Executive

EUSEBIO “CHEVY” MARCHOSKY

630-***-**** South Elgin, IL *********@*******.*** www.linkedin.com/in/marchosky I'VE SUMMARY

EXECUTIVE SUMMARY

• Highly Skilled Business Transformation Executive with over 30 years of experience, led incremental and multi- year transformation programs from $1 million to over $100 million in value, composed of small and large teams across Money Center Banks, Mid-Sized Regional Banks, Community Banks, and Credit Unions. Led consulting and banking teams of 2 to over 100 team members

• Proven expertise, formal training, and certification in multiple Transformation skills, including Business Architecture, Operating Models, LEAN, Change Management, PMOs, M&A Integration, and behavioral Market Segmentation

• Most recent programs include:

– Developed Business Architecture/Operating Model for digital origination of Business Banking, reduced disposition cycle time from 40 days to 5 days with immediate decision and product recommendation

– Commercial Lending Origination Business Architecture/Operating Model and Roadmap for a Mid-Sized Regional Bank with a $20 million investment and over $100 million in expected return.

– Commercial Lending/Operating Model and application selection for a regional bank with an investment of $2 million, providing the ability to double the portfolio from $8B to $16B with minimal incremental resource capacity.

– Merger acquisition integration for three regional banks includes legal day one operating model and convergence operating model. Developed integration approach and 22 LOB detailed work plans for Legal Day 1 and Convergence Day.

• Fortune 200 environments included Federal Reserve Bank, HSBC, GMAC, G.E. Capital, Bank of America, SunTrust, Citigroup, BMO, National City Bank, Goldman Sachs, Deutsche Bank, FDIC, ABN AMRO, American Express, Lowes, Sears, Salvation Army, Experian, City of Chicago, CIBC, Ally, Washington Mutual, TIAFF and many others. BUSINESS TRANSFORMATION SKILL SET

• Business Architecture: I led the development of As-Is and Future state Business Architecture models representing multidimensional business views of capabilities, end to end value delivery, information, and organizational structure and the relationships among these business views and strategies, products, policies, initiatives, and stakeholders. I am certified through the Business Architecture Guild.

• Operating Models: Developed As-Is and future-state Operating Models detailing the visual and abstract connective tissue between Process, People, and Technology in how an organization or line of business operates and delivers value for multi-year transformational programs. Developed methodologies for Operating Model Development for boutique consulting firms.

• LEAN and Workout: Led process improvement projects for rapid incremental improvement. Describe the process, value of the activities, utilization of enablers (technology and people), and root cause analysis. Identified non-value activities and their resolution of eliminating, minimizing, or automating to reduce waste, improve workflow, and improve customer and staff experience.

• Change Management: Led the utilization of approaches to prepare individuals, teams, and organizations through transformation efforts, both extensive and incremental, creating a positive change environment. I used the levers of change, such as Organization, Culture, Rewards/Compensation, KPIs, and ADKAR, to guide stakeholder management. PROSCI certified.

• Program Management Office: I established, developed, and managed program management offices for the Enterprise and I.T., including project portfolio management, Project Management, SDLC management, Time and Financials, Risk Management, and Vendor Performance. I utilized applications such as Clarity and Smartsheets.

• Merger & Acquisition Integration: I led several Merger Acquisition Divestiture and Integration projects, including overall Program Management, Legal Day One Operating Model, Convergence Day Operating Model, and Transformation Operating Model. I also Developed Methodologies for small firms, including detailed work plans for each LOB and Department.

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• Behavioral Segmentation: Value Exchange: Developed market segmentation process and strategies based on customer-business value exchange and behaviors. Determine the most profitable customer behaviors and accompanying investments. Establish projects and investments to improve market segment profitability (e.g., digital vs non-digital customers)

INDUSTRY SUBJECT MATTER EXPERIENCE

Lead Transformation and process improvement projects for n the following areas:

• Bank and Credit Unions:

– Commercial Lending Origination and Servicing

– Business Banking Origination and Servicing

– Deposit Origination and Servicing (Retail and Commercial

– Treasury Management Set-Up and Operations

– Mortgage Origination, Servicing, and Secondary Markets Retail Lending Origination and Servicing

– Branch and Channel Management

• Retail:

– Assortment Planning

– Planograming

• Across Industries:

– Program Management Office

– Information Technology,

Finance/Accounting, and IT

EMPLOYMENT & ACCOMPLISHMENTS

GIDEON PARTNERS, LLC, CHICAGO, IL (2007-2023)

Owner – Independent Consultant

I have provided a full range of business transformation services to clients in the banking industry, including process improvements, system integration, and PMO oversight.

• Served as SME in the U.S. origination, servicing, and secondary market mortgage industry on a business transformation team with Canada's largest mortgage servicing agency.

• Developed and deployed an operating model for global PMO for a leading professional services firm.

• Led in the selection of the Commercial Loan Origination system and high-level objectives for its implementation CORNERSTONE ADVISORS, CHICAGO, IL (2021-2023)

Senior Director, Strategy and Execution

Directed cross-functional delivery teams in creating and administering strategies and programs to improve the institutional performance of banking clients for this FinTech 100 vendor with $60M in annual revenue. Closely collaborated with C-level executives to identify, clarify, and resolve complex operational issues. Conducted interviews, gathered data, and reviewed technology solutions to meet critical business challenges.

• Led M&A engagements encompassing governance, work plans for integration teams, and Target Operating Models for Legal Day 1, Final Conversion Day, and additional transformative initiatives. BMO HARRIS BANK, CHICAGO, IL (2018-2021)

Business Architect, Technology Strategy and Architecture Delivered advisory services, led teams to solve complex problems for clients, and worked through all areas of business transformation, cost reduction, operating models, process improvement, technology strategy programs, and change management. Provided subject matter expertise in commercial lending and servicing, mortgage banking and servicing, and treasury management.

• I acted as the lead Business Architect and Small Business Lending and Servicing SME for the digitization and auto adjudication of the Small Business Banking segment. HSBC, CHICAGO, IL (2017-2018)

Change Management Lead and Program Manager – Financial Crime Change Delivery I oversaw business transformation in support of global Financial Crime Risk management functions and transformation teams at this world-class financial institution. I formed teams, developed approach and work plans, and organized local operating model deployment work efforts. I also quickly identified and mitigated potential risks and operational issues. PAGE 3 of 3

• Rolled out the Change Management approach and methodology as The Americas Change Management Lead, including the U.S., Latin America, and Canada; coached over 40 Project Managers and 30 Projects. CURINOS, CHICAGO, IL (2013-2016)

Principal – Loan Origination/Servicing Practice Leader Directed cross-functional delivery teams in creating and administering strategies and programs to improve the institutional performance of banking clients for this FinTech 100 vendor with $60M in annual revenue. Closely collaborated with C-level executives to identify, clarify, and resolve complex operational issues. Conducted interviews, gathered data, and handled technology reviews to meet critical business challenges.

• Provided a set of ten initiatives within a prioritized roadmap focused on process redesign, role definition, and technology utilization to speed up the adoption of Commercial Loan Accounting applications and improve loan servicing efficiency by over 25%.

NORTH HIGHLAND, CHICAGO, IL (2011-2012)

Principal – Financial Services Industry

Organized and delivered innovative enterprise solutions to major clients with this global consulting firm, ranked by Consulting Magazine as #5 among the top firms to work for in 2014.

• As a business architect and mortgage SME, I assessed the divestiture of a $300B servicing portfolio and stand-up of niche product and greenfield mortgage companies; I also introduced new LOS and Master Sub-Servicing applications.

DELOITTE CONSULTING, LLC, CHICAGO, IL (2009-2011)

Manager – Technology and System Integration / Financial Services Responsible for helping corporate clients identify and resolve critical information and technological challenges with market- leading providers of professional services.

• Assisted in designing and executing future-state vision and documentation for application rationalization, the largest mortgage company in the U.S.; also instituted program management governance structure for all projects. ABN AMRO SERVICES COMPANY, CHICAGO, IL (2004-2007) Senior Vice President – Program Management Office

Managed all IT PMO functions, including work scope definition, methodologies, project execution, and solution delivery, with 17 professionals and a combined budget of $175M for one of the world's largest financial institutions. Designed and set up a support website and knowledge management process.

• Quickly transformed this PMO from transitional to consultative focus; also expanded project capitalization by 20% and increased financial recovery efficiencies by $5M annually. PREVIOUS EXPERIENCE

• Held leadership positions in financial controls, banking operations, process improvements, and consulting Ernst & Young, CenTrust Savings Bank, City of Chicago Treasury, and Citicorp EDUCATION

MBA – General Management, FLORIDA INTERNATIONAL UNIVERSITY, Miami, FL B.S. – Operations Management and Information Systems; Cum Laude, BRADLEY UNIVERSITY, Peoria, IL Post Graduate, Certificate in Application Design and Development through Computer Career Program at DePaul University, Chicago, IL

CERTIFICATIONS

• Certified Business Architect, Business Architecture Guild

• Change Management, Prosci

• Commercial Lending, Florida International University, Miami, FL

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