1. Global Product Management for investment service business. Product development and business development; developed product solutions to support money manager clients for new market entry. Components of servicing solutions included custody, fund accounting, and shareholder recordkeeping. Completed market assessments for various international markets (including India, Korea, United Kingdom, Taiwan, Germany and others) to verify business opportunity and to determine regulatory and servicing requirements. Developed operating models and managed process development activities to support local fund servicing decisions. Conducted competitive analysis to determine appropriate market positioning. Evaluated acquisition and partnership opportunities related to market solutions. Developed financial models to evaluate and compare opportunities and to support decision making process for senior leadership.
2. General business leadership of a $100 million retail banking business unit. Advised on