SVP, CIO

Areas of Expertise

Enterprise–Wide Transformations

M&A /

Post-Merger

Technology / Systems Integration

Strategic Planning and Execution

Product Development

PnL

Management

Board Director

Building Businesses

JOANNA PAMPHILIS

via Principe Eugenio 12 Milano, Italy +39-335-***-**** ***************@*****.***

SENIOR OPERATING EXECUTIVE

•Global expertise leading teams through strategic planning and execution, post-merger integrations, and enterprise transformational change programs with a consultative approach focusing on target operating model, process, and data driven analysis to deliver results. Highly regarded by leadership, teams, and clients as a skilled advisor focused on performance with a commitment to key principles.

•Deep experience bridging strategy with a pragmatic approach of execution for results proven by a track record delivering solutions to drive business growth. Reputation for partnering with stakeholders and empowering teams to effectively problem solve driving consensus across the organization to achieve business objectives.

•Pragmatic, high-integrity, analytical leader with expertise in driving successful outcomes in complex situations with a focus on delivering business results. Valued and trusted member of senior executive teams for objective broad-based expertise to develop achievable strategic plans supported with realistic implementation plans underpinned with process driven leadership.

Professional Experience

UniCredit December 2020 – Current

UniCredit is a pan-European Bank with a service offering for clients spanning Retail, Corporate, Wealth Management, and Private Banking in Italy, Germany, and Central and Eastern Europe.

Chief Digital & Information Officer

Lead global strategy and execution of digital transformation delivering innovative digital products and services for Corporate and Wealth Management clients across Payments, Capital Markets, Advisory, Asset Management, and Securities Services with scope of 1,500 FTE, 100mio Capex budget, across 13 countries. In 2023, 2024 and 2025, recognized as Top 100 Women in FinTech for digital transformation at UniCredit.

State Street Corporation 2018 - 2020

State Street is a global financial services company. Global Services is the Investment servicing division providing asset owners and managers with custodian bank services, fund accounting, and administration services across equities, derivatives, ETFs, fixed income, private equity, and real estate.

Chief Operating Officer, EMEA Global Services Technology

Direct and manage the transformation and organizational change across EMEA towards a regionalized, functional operating model for technology delivery across a $100M portfolio of technology initiatives to enable the business to achieve its’ strategic objectives.

KCG Holdings, Inc. (now Virtu Financial)

2010 - 2018

KCG is a securities firm offering investors services to address global trading needs across asset classes. KCG combines technology with client service across market making, agency execution and venues.

Global Head of Merger Integration

Provide strategic leadership and operational management for Wall Street’s largest M&A, Getco & Knight Capital, of which scope represents 2,000 FTE delivering on 70 initiatives to achieve targets.

Joanna Pamphilis (Page 2 of 3)

•Strategically directed a complex due diligence to bring together two firms for the legal merger partnering with PE firm, General Atlantic and Boston Consulting Group to ensure KCG was seamlessly positioned for market making and trading on NYSE and NASDAQ.

•Exceeded expectations to realize $110mm of cost savings 1 year ahead of plan through the design and management of a governance / delivery structure for the post-merger integration to deliver synergies to the Board of Directors and debt investors.

•Managed high-risk $80mm real estate / technology capital initiative on time, on budget, without operational risk requiring oversight of 800 employees and consultants.

•Implemented strategic operating model with responsibility for portfolio management of 100+ initiatives including decision making process for prioritization, driving actionable plans towards results, managing risks, and developing solutions focused to support business outcomes.

Global Equity Chief of Staff

In an entrepreneurial environment, developed strategic planning framework / infrastructure to support growth of business resulting in improved performance of business initiatives against OKRs and KPIs.

•Led launch of new trading businesses, mid-frequency and Global Arbitrage, on schedule and budget in a highly-matrixed organization. Established a business plan with measurable goals, collaborated across the enterprise to align resources and teams to goals, and effectively partnered with business leaders and teams to enable achievement of objectives.

•Developed and implemented a systematic program to achieve strategic and operating business plans for the Global Equity business. Jointly worked with business leaders applying organizational frameworks and techniques to translate planning into pragmatic implementation plans with budget, headcount, and technology requirements.

•Created leadership developmental plans to develop Global Equity business leaders to successful roles. Built and managed developmental plans for a new leadership team including 100-day plans, annual development plans with monitoring of progress to plans. Managed performance compensation process for the Global Equity business.

Global Program Manager

Developed strategic plan, led, and managed the turnaround of the Options business from a non-profitable one to multi-year sustainable, profitable one through industrializing processes and technology.

•Collaboratively led and managed transformation of an Options high-frequency trading business from an unprofitable one to revenue producing. In 18 months, improved operating margin and increased revenues from $0 to $200K/day through executing on strategic business plan developed and instilling team ownership to execute on strategic technology initiatives.

•Increased trading team productivity and efficiency evidenced by business metrics using the strategic plan to provide focus, prioritization, alignment, and clarity for the team.

Northern Trust Asset Management, Global Head of Trade Execution Technology

2009-2010

•Led and matrix managed a 50-person cross–functional team (portfolio managers, traders, technologists) to an on-time delivery of a next generation global electronic trading platform.

Joanna Pamphilis (Page 3 of 3)

UBS AG

2001 - 2009

Executive Director

•Enabled positioning of UBS Investment Bank to globally manage Equity trading risk by leading an enterprise-wide, $60mm technology integration following 5 acquisitions. Technology solution created a global risk management platform for 300+ end users across 3 continents.

Global Product Manager

•Led and managed strategic enterprise-wide change programs delivering strategic solutions for the Alternative & Quantitative Investments division including the business process re-engineering and technology rationalization of a global trade execution platform, a program trading platform, and a multi – asset class risk management platform.

Cambridge Technology Partners, Managing Partner

1995 - 2000

Built and directly managed a consistently profitable 100-person consulting practice in the Central Region representing a 13 state geographic territory for a publicly traded company delivering YoY growth to achieve PnL targets. Led practice including strategy, client delivery, new client development, talent acquisition, operational excellence, financial management, and thought leadership.

Education & Credentials

Loyola University – MBA in Management Information Systems

Global Top 100 Women in Fintech by FinTech Magazine 2023, 2024

Global Top 10 Technology Professional by OnCon Icon, 2024

Global Top 100 CIO, Hewlett Packard Enterprises 2023

Board Member (Current): UniCredit GmbH Austria

Non-Executive Director (Former): State Street Fund Services Ireland Board

Board Member (Former): Make-A-Wish Illinois

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