I'm the connective fiber between Tech, People Resources, Product, and Finance, all wrapped in a banking ecosystem. Thirteen years at Citi across FX, liquidity, equity derivatives, and risk gave me the infrastructure fluency to see how it all fits together. Now at KeyBank, I apply that to portfolio management and credit risk strategy.

My edge is finding the problem nobody's named yet. A predictive model that flags credit risk before customers max out. A SWIFT migration that saves $29M annually. I build scalable solutions, and I make sure they align with real business needs.

Tools & Technology
Power BI
Tableau
SQL
KNIME
Salesforce
Jira
Confluence
Gen AI
Regulatory & Risk
CCAR2052aLCR / NSFRALCOLiquidity RiskP&L / Product Control
Markets & Operations
FX SettlementsCLS ClearingSWIFTNostro FundingEquity Derivatives
2025 — Present
Portfolio Management
KeyBank

Leading risk strategy and predictive modeling across the business banking portfolio. Built models that identify high-risk credit lines before customers hit max utilization, cutting millions in daily exposure.

Risk StrategyPredictive ModelingSalesforce
2024
VP, Non-Trading Market Risk Solutions
Citibank

Served as Chief of Staff across Treasury, Finance, Risk, and Tech. Built the division's treasury knowledge base in Confluence and was among the first to operationalize generative AI in live banking workflows.

TreasuryGenAICCAR
2021
VP, Liquidity Management
Citibank

Led $10B in balance sheet optimization during the 2023 banking crisis. Improved regulatory ratios across targeted sub-entities under CCAR, LCR, and NSFR frameworks.

LCR / NSFRBalance Sheet OptimizationTableau
2019
AVP, Equity Derivatives Product Control
Citibank

Managed daily P&L for index and sector derivative trades, leading a team of 6 through COVID-19 volatility. Built PowerBI and KNIME dashboards for proactive risk identification.

P&LDerivativesKNIME
2012
AVP, Foreign Exchange Trade Processing
Citibank

Led a 25-person FX settlements team across Interbank and Corporate channels. Migrated a major client from Misys to direct SWIFT settlement, eliminating manual processing and delivering $29M in annual savings.

FXSWIFTTeam Leadership
Citi Buffalo Pride
Co-founded the employee resource group, growing it to over 300 active members.
AI Accelerator
Early adopter and advocate for integrating generative AI into live banking workflows.
Productivity Workshops
Facilitated 25+ cross-functional workshops across Citi Buffalo operations.
What's Next?

I'm always looking to connect on new opportunities, automation, and risk strategy. Check out the RobBot I built for this site, or feel free to reach out directly.