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Marina Theodotou

Marina Theodotou

Portfolio Manager - Finance

American Management Association

NY, Other

I am the Portfolio Manager for Finance at the American Management Association ( www.amanet.org) a global leader in management education. I build courses and content and thought leadership to help managers globally strengthen their financial acumen skills.

Message

19

Followers

11

Posts

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"Life is either a daring adventure or nothing" Helen Keller
Interests

womenomics, entrepreneurship ecosystems, start-ups, VC, foreing policy, current affairs, nexus of mobile technonology and personal growth

Curveball Ltd

Founder

Career medium 06

American Management Association

Portfolio Manager - Finance

I am the Portfolio Manager for Finance at the American Management Association ( www.amanet.org) a global leader in management education. I build courses and content and thought leadership to help managers globally strengthen their financial acumen skills.

Career

Chrysalis LEAP

Co-Founder and Director

Career medium 02

TEDxNicosia

Founder and Curator

TED-like event under license from TED to retrieve and explore inspiration in day-to-day lives in Cyprus. TED (Technology, Entertainment, Design) is a nonprofit devoted to ideas worth spreading.

Initiated first TEDx event in Cyprus, providing a local platform for expression and inspiration to think, innovate, and generate ideas, startups, and a vision for sustainable growth. Recruited all volunteers, sourced all speakers, wrote all editorial content for the website, orchestrated team operations. Expanded TEDxNicosia program to 4 events a year in 2013, carving a new path for other TEDx events to innovate. Prioritized alternative solutions, drove results, and influenced C-suite senior leaders in a cross functional, diverse, large-change environment. Held P&L responsibility with 10 direct and 45 indirect reports working pro bono.

• Personally recruited and expanded by 50% volunteer organizing team and through delegation of responsibilities and team empowerment grew the TEDxNicosia community from 1 to more than 1,500 people in 16 months.

• Built and cultivated 25 sponsorship relationships for funding and in-kind contributions.

Career

Curveball Limited

Founder and Managing Director

Boutique consultancy firm offering international strategic advisory and economic intelligence services to startups, large companies, and government.

Provided consulting services in strategic planning, entrepreneurship ecosystem development, venture capital, business development, and lead generation. Used experience in financial services, asset management, technology, and operations. Utilized project management and re-engineering expertise for high profile, critical projects building early warning systems to avoid bottlenecks and mitigate risk. Held P&L responsibility with 2 direct and 10 indirect reports.

• Increased project sourcing and implementation by 60% in 24 months, in a slowing economy.

• Drove awareness about entrepreneurship ecosystem in Cyprus by 200% (more coverage in 6 months than past 6 years)

• Authored and co-authored 2 groundbreaking studies relating to the economic development of Cyprus. Study cited on live television in presidential debate by current president of Cyprus on 2/16/2013.

• Approved listing on U.S. Embassy’s Nicosia Preferred Business Provider Program (2012–2013).

• Created internship program to mentor young graduates through specific projects conducted for Curveball Ltd. and its clients.

• Wrote more than 15 articles on key policy issues, financial and economic development, entrepreneurship ecosystem and startups, women’s and youth empowerment, and peace-building efforts.

• Conducted 12 awareness speaking engagements on strategy.

Career medium 05
Career
Career medium 05

University of Nicosia

Associate Lecturer - School of Business

The largest private university in Cyprus.

Designed and taught University of Nicosia Business School elective course “Business Skills Beyond Borders” for graduating seniors to enhance their global networking skills through professional and cultural interaction with business executives and foreign diplomats.

• Created partnerships between the University of Cyprus and international corporations located in Cyprus for student internships and placements.
• Achieved 33% job offer success rate for the students in my class, up from 0%.
• Created partnerships among the university, embassies, and foreign missions in Cyprus for further educational program exchanges.

Career

Cyprus Investment Promotion Agency

Director, Business Development & Operations/COO

A registered not-for-profit company limited by guarantee and fully funded by the Government of Cyprus, with the aim of encouraging investment in Cyprus. Focused on attracting foreign direct investment (FDI).

Advised government on reform required to attract FDI and provide investor aftercare. Managed set up of customized, comprehensive database of interested vendors, investors, and partners. Partnered with the Head of Investor Relations to create and execute on global investor relations strategies and initiatives. Analyzed and summarized internal financial and operational data and third-party data. Anticipated issues and aggressively drove initiatives to ensure results.

• Advised more than 30 interested investors on Cyprus investment potential, resulting in doubling of brand recognition.

• Represented Cyprus with speaking engagements at world investment conferences including WAIPA, UNCTAD, and Annual World Investment Conference in Nantes, France.

• Wrote speeches on Cyprus FDI for the Minister of Commerce, Industry & Tourism of Cyprus, and Chairman of Board of Directors.

• Wrote articles and was interviewed on Cyprus FDI, by publications such as Financial Times, fDi Magazine and in foreign mission reports about Cyprus investment.

• Led efforts and succeeded in ranking Cyprus for the first time in the World Bank’s 2010 Doing Business report in November 2009.

Career medium 06
Career
Career medium 05

Financial Services Volunteer Corps

Country Director, Senior Director/Chief of Party

Opened first FSVC office in Middle East and managed financial sector technical assistance program with funding from the U.S. State Dept. under the Middle East Partnership Initiative (MEPI) program. Defined market needs and designed and managed program, budget strategy, and coordination process. Held P&L esponsibility of $1.2 million with local team of 3 and more than 45 pro bono global bank expert indirect reports.


• Worked with the Economic Committee of the Royal Court to articulate H.M. King Hussein’s vision of Amman as a financial center of excellence and provided input on Small/Medium Enterprise (SME) development for the National Agenda of the Royal Hashemite Kingdom of Jordan.

• Delivered more than 40 week-long technical assistance projects in 24 months with key local counterparts including the Central Bank Governor, the H.E. Minister of Planning & International Cooperation, the Association of Banks in Jordan, and individual banks.

• Trained female rising leaders in banking sector in Jordan.

• Worked with USAID, the U.S. State Dept. MEPI Program, the U.S. Embassy in Amman, EU, UNDP, World Bank, and IMF representatives in Jordan during 2004–2007 to improve risk management, anti-money laundering, credit, and SME strategy best practices in the banking sector in Jordan.

• Invited to speak by U.S. State Department on women’s access to finance in the MENA Business Women’s Network (Tunisia 2005, Bahrain 2005, Abu Dhabi 2006), addressing hundreds of MENA business women for training, mentoring, and empowerment programs.

Career

Bank of America

Vice President, Strategic Benchmarking, Quality and Productivity Division

Conducted strategic benchmarking studies for key divisions within Bank of America with external benchmarking partners including Disney, Ritz-Carlton, and Enterprise Rent-a-Car. Provided experience with small and large scale business transformation, organizational transformation, and process redesign. Initiated key metrics to measure workflow capacity, system efficiency, and effectiveness of existing controls. Served as escalation point to all relevant parties.

• Created Benchmarking Forum for U.S. banks to leverage coopetition and share best practices on non-strategic issues.

Career medium 03
Career
Career medium 05

Bank of America

Vice President- Six Sigma Black Belt

During Six Sigma Black Belt training, managed mortgage application process fulfillment process using knowledge of market regulations and standard industry practices. Used analysis and appropriate documentation of current business operations to identify and define opportunities that most closely support the business strategic goals and recommended areas of improvement. Built sound business cases understood by team members and supported by sponsors and executive leadership.

• Selected among first 200 Black Belts at Bank of America Six Sigma pilot training program in 2002–2003.

• Improved customer satisfaction ratings 40% in pilot project in Jacksonville, FL mortgage application center, by closing gap between customer timeline expectation and bank response on mortgage application process.

Career

Bank of America

Vice President- Six Sigma Black Belt

During Six Sigma Black Belt training, managed mortgage application process fulfillment process using knowledge of market regulations and standard industry practices. Used analysis and appropriate documentation of current business operations to identify and define opportunities that most closely support the business strategic goals and recommended areas of improvement. Built sound business cases understood by team members and supported by sponsors and executive leadership.

• Selected among first 200 Black Belts at Bank of America Six Sigma pilot training program in 2002–2003.

• Improved customer satisfaction ratings 40% in pilot project in Jacksonville, FL mortgage application center, by closing gap between customer timeline expectation and bank response on mortgage application process.

Career medium 01
Career

Bank of America

Vice President- Six Sigma Black Belt

Bank of America

Vice President- Six Sigma Black Belt

During Six Sigma Black Belt training, managed mortgage application process fulfillment process using knowledge of market regulations and standard industry practices. Used analysis and appropriate documentation of current business operations to identify and define opportunities that most closely support the business strategic goals and recommended areas of improvement. Built sound business cases understood by team members and supported by sponsors and executive leadership.

• Selected among first 200 Black Belts at Bank of America Six Sigma pilot training program in 2002–2003.

• Improved customer satisfaction ratings 40% in pilot project in Jacksonville, FL mortgage application center, by closing gap between customer timeline expectation and bank response on mortgage application process.

Career medium 01
Career
Career medium 03

Bank of America

Vice President- Six Sigma Black Belt

During Six Sigma Black Belt training, managed mortgage application process fulfillment process using knowledge of market regulations and standard industry practices. Used analysis and appropriate documentation of current business operations to identify and define opportunities that most closely support the business strategic goals and recommended areas of improvement. Built sound business cases understood by team members and supported by sponsors and executive leadership.

• Selected among first 200 Black Belts at Bank of America Six Sigma pilot training program in 2002–2003.

• Improved customer satisfaction ratings 40% in pilot project in Jacksonville, FL mortgage application center, by closing gap between customer timeline expectation and bank response on mortgage application process.

Career

Bank of America

Vice President- Six Sigma Black Belt

Career medium 05

Bank of America

Vice President- Six Sigma Black Belt

During Six Sigma Black Belt training, managed mortgage application process fulfillment process using knowledge of market regulations and standard industry practices. Used analysis and appropriate documentation of current business operations to identify and define opportunities that most closely support the business strategic goals and recommended areas of improvement. Built sound business cases understood by team members and supported by sponsors and executive leadership.

• Selected among first 200 Black Belts at Bank of America Six Sigma pilot training program in 2002–2003.

• Improved customer satisfaction ratings 40% in pilot project in Jacksonville, FL mortgage application center, by closing gap between customer timeline expectation and bank response on mortgage application process.

Career

Bank of America

Vice President- Six Sigma Black Belt

Career medium 05

Bank of America

Vice President- Six Sigma Black Belt

During Six Sigma Black Belt training, managed mortgage application process fulfillment process using knowledge of market regulations and standard industry practices. Used analysis and appropriate documentation of current business operations to identify and define opportunities that most closely support the business strategic goals and recommended areas of improvement. Built sound business cases understood by team members and supported by sponsors and executive leadership.

• Selected among first 200 Black Belts at Bank of America Six Sigma pilot training program in 2002–2003.

• Improved customer satisfaction ratings 40% in pilot project in Jacksonville, FL mortgage application center, by closing gap between customer timeline expectation and bank response on mortgage application process.

Career

Bank of America

Vice President- Six Sigma Black Belt

During Six Sigma Black Belt training, managed mortgage application process fulfillment process using knowledge of market regulations and standard industry practices. Used analysis and appropriate documentation of current business operations to identify and define opportunities that most closely support the business strategic goals and recommended areas of improvement. Built sound business cases understood by team members and supported by sponsors and executive leadership.

• Selected among first 200 Black Belts at Bank of America Six Sigma pilot training program in 2002–2003.

• Improved customer satisfaction ratings 40% in pilot project in Jacksonville, FL mortgage application center, by closing gap between customer timeline expectation and bank response on mortgage application process.

Career medium 01
Career
Career medium 06

Bank of America

Vice President- Six Sigma Black Belt

During Six Sigma Black Belt training, managed mortgage application process fulfillment process using knowledge of market regulations and standard industry practices. Used analysis and appropriate documentation of current business operations to identify and define opportunities that most closely support the business strategic goals and recommended areas of improvement. Built sound business cases understood by team members and supported by sponsors and executive leadership.

• Selected among first 200 Black Belts at Bank of America Six Sigma pilot training program in 2002–2003.

• Improved customer satisfaction ratings 40% in pilot project in Jacksonville, FL mortgage application center, by closing gap between customer timeline expectation and bank response on mortgage application process.

Career

Bank of America

Vice President- Six Sigma Black Belt

During Six Sigma Black Belt training, managed mortgage application process fulfillment process using knowledge of market regulations and standard industry practices. Used analysis and appropriate documentation of current business operations to identify and define opportunities that most closely support the business strategic goals and recommended areas of improvement. Built sound business cases understood by team members and supported by sponsors and executive leadership.

• Selected among first 200 Black Belts at Bank of America Six Sigma pilot training program in 2002–2003.

• Improved customer satisfaction ratings 40% in pilot project in Jacksonville, FL mortgage application center, by closing gap between customer timeline expectation and bank response on mortgage application process.

Career medium 03
Career

Bank of America

Vice President- Six Sigma Black Belt

Bank of America

Vice President- Six Sigma Black Belt

Bank of America

Vice President- Business Manager II

Bank of America

Vice President- Business Manager II

Bank of America

Vice President- Business Manager II

Bank of America

Vice President- Business Manager II

Bank of America

Vice President- Business Manager II

Bank of America

Vice President- Business Manager II

Bank of America

Vice President- Business Manager II

Bank of America

Vice President- Business Manager II

Bank of America

Vice President- Business Manager II

Bank of America

Vice President- Business Manager II

Bank of America

Vice President- Business Manager II

Bank of America

Vice President- Business Manager II

Coordinated efforts on business resumption for NYC Capital Markets Portfolio Management after 9/11. Involved in reporting aspects of division risk forums, trading model validation process, and business management. Drove completion of key deliverables and worked with sponsors to develop business cases, coordinate funding approvals, measure benefits, and maintain project plans. Developed written materials for internal and external audiences. Managed events involving key investor and donor presentations.

• Spearheaded global effort for Bank of America Securities to update and consolidate policies and procedures for Credit and Market Risk Management divisions for review by the Office of the Comptroller of the Currency – U.S. Department of Treasury in 12/2001. Passed review the first time around.

Career medium 03
Career
Career medium 03

Bank of America

Vice President- Business Manager II

Coordinated efforts on business resumption for NYC Capital Markets Portfolio Management after 9/11. Involved in reporting aspects of division risk forums, trading model validation process, and business management. Drove completion of key deliverables and worked with sponsors to develop business cases, coordinate funding approvals, measure benefits, and maintain project plans. Developed written materials for internal and external audiences. Managed events involving key investor and donor presentations.

• Spearheaded global effort for Bank of America Securities to update and consolidate policies and procedures for Credit and Market Risk Management divisions for review by the Office of the Comptroller of the Currency – U.S. Department of Treasury in 12/2001. Passed review the first time around.

Career

Bank of America

Vice President- Business Manager II

Coordinated efforts on business resumption for NYC Capital Markets Portfolio Management after 9/11. Involved in reporting aspects of division risk forums, trading model validation process, and business management. Drove completion of key deliverables and worked with sponsors to develop business cases, coordinate funding approvals, measure benefits, and maintain project plans. Developed written materials for internal and external audiences. Managed events involving key investor and donor presentations.

• Spearheaded global effort for Bank of America Securities to update and consolidate policies and procedures for Credit and Market Risk Management divisions for review by the Office of the Comptroller of the Currency – U.S. Department of Treasury in 12/2001. Passed review the first time around.

Career medium 02
Career
Career medium 03

Bank of America

Vice President- Business Manager II

Coordinated efforts on business resumption for NYC Capital Markets Portfolio Management after 9/11. Involved in reporting aspects of division risk forums, trading model validation process, and business management. Drove completion of key deliverables and worked with sponsors to develop business cases, coordinate funding approvals, measure benefits, and maintain project plans. Developed written materials for internal and external audiences. Managed events involving key investor and donor presentations.

• Spearheaded global effort for Bank of America Securities to update and consolidate policies and procedures for Credit and Market Risk Management divisions for review by the Office of the Comptroller of the Currency – U.S. Department of Treasury in 12/2001. Passed review the first time around.

Career

Bank of America

Vice President- Business Manager II

Coordinated efforts on business resumption for NYC Capital Markets Portfolio Management after 9/11. Involved in reporting aspects of division risk forums, trading model validation process, and business management. Drove completion of key deliverables and worked with sponsors to develop business cases, coordinate funding approvals, measure benefits, and maintain project plans. Developed written materials for internal and external audiences. Managed events involving key investor and donor presentations.

• Spearheaded global effort for Bank of America Securities to update and consolidate policies and procedures for Credit and Market Risk Management divisions for review by the Office of the Comptroller of the Currency – U.S. Department of Treasury in 12/2001. Passed review the first time around.

Career medium 01
Career
Career medium 05

Bank of America

Vice President- Business Manager II

Coordinated efforts on business resumption for NYC Capital Markets Portfolio Management after 9/11. Involved in reporting aspects of division risk forums, trading model validation process, and business management. Drove completion of key deliverables and worked with sponsors to develop business cases, coordinate funding approvals, measure benefits, and maintain project plans. Developed written materials for internal and external audiences. Managed events involving key investor and donor presentations.

• Spearheaded global effort for Bank of America Securities to update and consolidate policies and procedures for Credit and Market Risk Management divisions for review by the Office of the Comptroller of the Currency – U.S. Department of Treasury in 12/2001. Passed review the first time around.

Career

Bank of America

Vice President- Business Manager II

Coordinated efforts on business resumption for NYC Capital Markets Portfolio Management after 9/11. Involved in reporting aspects of division risk forums, trading model validation process, and business management. Drove completion of key deliverables and worked with sponsors to develop business cases, coordinate funding approvals, measure benefits, and maintain project plans. Developed written materials for internal and external audiences. Managed events involving key investor and donor presentations.

• Spearheaded global effort for Bank of America Securities to update and consolidate policies and procedures for Credit and Market Risk Management divisions for review by the Office of the Comptroller of the Currency – U.S. Department of Treasury in 12/2001. Passed review the first time around.

Career medium 03
Career
Career medium 01

Bank of America

Vice President- Business Manager II

Coordinated efforts on business resumption for NYC Capital Markets Portfolio Management after 9/11. Involved in reporting aspects of division risk forums, trading model validation process, and business management. Drove completion of key deliverables and worked with sponsors to develop business cases, coordinate funding approvals, measure benefits, and maintain project plans. Developed written materials for internal and external audiences. Managed events involving key investor and donor presentations.

• Spearheaded global effort for Bank of America Securities to update and consolidate policies and procedures for Credit and Market Risk Management divisions for review by the Office of the Comptroller of the Currency – U.S. Department of Treasury in 12/2001. Passed review the first time around.

Career

Bank of America

Vice President- Business Manager II

Coordinated efforts on business resumption for NYC Capital Markets Portfolio Management after 9/11. Involved in reporting aspects of division risk forums, trading model validation process, and business management. Drove completion of key deliverables and worked with sponsors to develop business cases, coordinate funding approvals, measure benefits, and maintain project plans. Developed written materials for internal and external audiences. Managed events involving key investor and donor presentations.

• Spearheaded global effort for Bank of America Securities to update and consolidate policies and procedures for Credit and Market Risk Management divisions for review by the Office of the Comptroller of the Currency – U.S. Department of Treasury in 12/2001. Passed review the first time around.

Career medium 02
Career

Financial Services Volunteer Corps

Deputy Program Director - Secondment to FSVC

Financial Services Volunteer Corps

Deputy Program Director - Secondment to FSVC

Financial Services Volunteer Corps

Deputy Program Director - Secondment to FSVC

Financial Services Volunteer Corps

Deputy Program Director - Secondment to FSVC

Deputy Program Director, NYC, 1/2000–7/2001 – Secondment to FSVC
Oversaw development programs in Poland, Czech Republic, Romania, Georgia, and Russia in capital markets development, risk management, and internal audit. Prepared compelling business cases that tied operating metrics to financial metrics. Directed cross-functional project teams. Led large projects, including planning, designing, documenting, communicating, and follow-up. Held P&L responsibility with 5 direct and 25 indirect reports.

• Selected by Bank of America Treasurer to work on pioneer project for 1.5 years at Financial Services Volunteer Corps.

• Drove 50% increase of expert volunteers sourced from Bank of America to conduct technical assistance missions for FSVC in emerging markets worldwide.

• Led volunteer effort in anti-money laundering training for the Central Bank of Russia in Moscow and Samara, Russia (8/2000), resulting in stronger internal central bank practices.

Career medium 01
Career
Career medium 02

Financial Services Volunteer Corps

Deputy Program Director - Secondment to FSVC

Deputy Program Director, NYC, 1/2000–7/2001 – Secondment to FSVC
Oversaw development programs in Poland, Czech Republic, Romania, Georgia, and Russia in capital markets development, risk management, and internal audit. Prepared compelling business cases that tied operating metrics to financial metrics. Directed cross-functional project teams. Led large projects, including planning, designing, documenting, communicating, and follow-up. Held P&L responsibility with 5 direct and 25 indirect reports.

• Selected by Bank of America Treasurer to work on pioneer project for 1.5 years at Financial Services Volunteer Corps.

• Drove 50% increase of expert volunteers sourced from Bank of America to conduct technical assistance missions for FSVC in emerging markets worldwide.

• Led volunteer effort in anti-money laundering training for the Central Bank of Russia in Moscow and Samara, Russia (8/2000), resulting in stronger internal central bank practices.

Career

Financial Services Volunteer Corps

Deputy Program Director - Secondment to FSVC

Financial Services Volunteer Corps

Deputy Program Director

Financial Services Volunteer Corps

Deputy Program Director - Secondment to FSVC

Deputy Program Director, NYC, 1/2000–7/2001 – Secondment to FSVC
Oversaw development programs in Poland, Czech Republic, Romania, Georgia, and Russia in capital markets development, risk management, and internal audit. Prepared compelling business cases that tied operating metrics to financial metrics. Directed cross-functional project teams. Led large projects, including planning, designing, documenting, communicating, and follow-up. Held P&L responsibility with 5 direct and 25 indirect reports.

• Selected by Bank of America Treasurer to work on pioneer project for 1.5 years at Financial Services Volunteer Corps.

• Drove 50% increase of expert volunteers sourced from Bank of America to conduct technical assistance missions for FSVC in emerging markets worldwide.

• Led volunteer effort in anti-money laundering training for the Central Bank of Russia in Moscow and Samara, Russia (8/2000), resulting in stronger internal central bank practices.

Career medium 05
Career
Career medium 01

Financial Services Volunteer Corps

Deputy Program Director - Secondment to FSVC

Deputy Program Director, NYC, 1/2000–7/2001 – Secondment to FSVC
Oversaw development programs in Poland, Czech Republic, Romania, Georgia, and Russia in capital markets development, risk management, and internal audit. Prepared compelling business cases that tied operating metrics to financial metrics. Directed cross-functional project teams. Led large projects, including planning, designing, documenting, communicating, and follow-up. Held P&L responsibility with 5 direct and 25 indirect reports.

• Selected by Bank of America Treasurer to work on pioneer project for 1.5 years at Financial Services Volunteer Corps.

• Drove 50% increase of expert volunteers sourced from Bank of America to conduct technical assistance missions for FSVC in emerging markets worldwide.

• Led volunteer effort in anti-money laundering training for the Central Bank of Russia in Moscow and Samara, Russia (8/2000), resulting in stronger internal central bank practices.

Career

Financial Services Volunteer Corps

Deputy Program Director - Secondment to FSVC

Financial Services Volunteer Corps

Deputy Program Director - Secondment to FSVC

Financial Services Volunteer Corps

Deputy Program Director - Secondment to FSVC

Career medium 04

Financial Services Volunteer Corps

Deputy Program Director - Secondment to FSVC

Deputy Program Director, NYC, 1/2000–7/2001 – Secondment to FSVC
Oversaw development programs in Poland, Czech Republic, Romania, Georgia, and Russia in capital markets development, risk management, and internal audit. Prepared compelling business cases that tied operating metrics to financial metrics. Directed cross-functional project teams. Led large projects, including planning, designing, documenting, communicating, and follow-up. Held P&L responsibility with 5 direct and 25 indirect reports.

• Selected by Bank of America Treasurer to work on pioneer project for 1.5 years at Financial Services Volunteer Corps.

• Drove 50% increase of expert volunteers sourced from Bank of America to conduct technical assistance missions for FSVC in emerging markets worldwide.

• Led volunteer effort in anti-money laundering training for the Central Bank of Russia in Moscow and Samara, Russia (8/2000), resulting in stronger internal central bank practices.

Career

Financial Services Volunteer Corps

Deputy Program Director - Secondment to FSVC

Deputy Program Director, NYC, 1/2000–7/2001 – Secondment to FSVC
Oversaw development programs in Poland, Czech Republic, Romania, Georgia, and Russia in capital markets development, risk management, and internal audit. Prepared compelling business cases that tied operating metrics to financial metrics. Directed cross-functional project teams. Led large projects, including planning, designing, documenting, communicating, and follow-up. Held P&L responsibility with 5 direct and 25 indirect reports.

• Selected by Bank of America Treasurer to work on pioneer project for 1.5 years at Financial Services Volunteer Corps.

• Drove 50% increase of expert volunteers sourced from Bank of America to conduct technical assistance missions for FSVC in emerging markets worldwide.

• Led volunteer effort in anti-money laundering training for the Central Bank of Russia in Moscow and Samara, Russia (8/2000), resulting in stronger internal central bank practices.

Career medium 01
Career

Financial Services Volunteer Corps

Deputy Program Director - Secondment to FSVC

Financial Services Volunteer Corps

Deputy Program Director - Secondment to FSVC

Deputy Program Director, NYC, 1/2000–7/2001 – Secondment to FSVC
Oversaw development programs in Poland, Czech Republic, Romania, Georgia, and Russia in capital markets development, risk management, and internal audit. Prepared compelling business cases that tied operating metrics to financial metrics. Directed cross-functional project teams. Led large projects, including planning, designing, documenting, communicating, and follow-up. Held P&L responsibility with 5 direct and 25 indirect reports.

• Selected by Bank of America Treasurer to work on pioneer project for 1.5 years at Financial Services Volunteer Corps.

• Drove 50% increase of expert volunteers sourced from Bank of America to conduct technical assistance missions for FSVC in emerging markets worldwide.

• Led volunteer effort in anti-money laundering training for the Central Bank of Russia in Moscow and Samara, Russia (8/2000), resulting in stronger internal central bank practices.

Career medium 02
Career

Financial Services Volunteer Corps

Deputy Program Director - Secondment to FSVC

Financial Services Volunteer Corps

Deputy Program Director - Secondment to FSVC

Career medium 01

Financial Services Volunteer Corps

Deputy Program Director - Secondment to FSVC

Deputy Program Director, NYC, 1/2000–7/2001 – Secondment to FSVC
Oversaw development programs in Poland, Czech Republic, Romania, Georgia, and Russia in capital markets development, risk management, and internal audit. Prepared compelling business cases that tied operating metrics to financial metrics. Directed cross-functional project teams. Led large projects, including planning, designing, documenting, communicating, and follow-up. Held P&L responsibility with 5 direct and 25 indirect reports.

• Selected by Bank of America Treasurer to work on pioneer project for 1.5 years at Financial Services Volunteer Corps.

• Drove 50% increase of expert volunteers sourced from Bank of America to conduct technical assistance missions for FSVC in emerging markets worldwide.

• Led volunteer effort in anti-money laundering training for the Central Bank of Russia in Moscow and Samara, Russia (8/2000), resulting in stronger internal central bank practices.

Career

Financial Services Volunteer Corps

Deputy Program Director - Secondment to FSVC

Deputy Program Director, NYC, 1/2000–7/2001 – Secondment to FSVC
Oversaw development programs in Poland, Czech Republic, Romania, Georgia, and Russia in capital markets development, risk management, and internal audit. Prepared compelling business cases that tied operating metrics to financial metrics. Directed cross-functional project teams. Led large projects, including planning, designing, documenting, communicating, and follow-up. Held P&L responsibility with 5 direct and 25 indirect reports.

• Selected by Bank of America Treasurer to work on pioneer project for 1.5 years at Financial Services Volunteer Corps.

• Drove 50% increase of expert volunteers sourced from Bank of America to conduct technical assistance missions for FSVC in emerging markets worldwide.

• Led volunteer effort in anti-money laundering training for the Central Bank of Russia in Moscow and Samara, Russia (8/2000), resulting in stronger internal central bank practices.

Career medium 06
Career

Bank of America

Several positions in Letters of Credit, Internal Audit, Corporate Treasury with augmented roles

Bank of America

Several positions in Letters of Credit, Internal Audit, Corporate Treasury with augmented roles

- Letters of Credit Specialist (Imports and Stand by) 1995
- Government Guaranteed Programs- EXIM Bank Facilities - 1996
- Internal Audit - Management Associate Program
- Internal Auditor - Corporate Banking 1997
- Senior Auditor - Capital Markets (NYC, Mexico City and Rio de Janeiro, 1997-1998)
- Corporate Treasury Analyst 1998-1999

Career medium 01
Career

Bank of America

Several positions in Letters of Credit, Internal Audit, Corporate Treasury with augmented roles

Bank of America

Several positions in Letters of Credit, Internal Audit, Corporate Treasury with augmented roles

- Letters of Credit Specialist (Imports and Stand by) 1995
- Government Guaranteed Programs- EXIM Bank Facilities - 1996
- Internal Audit - Management Associate Program
- Internal Auditor - Corporate Banking 1997
- Senior Auditor - Capital Markets (NYC, Mexico City and Rio de Janeiro, 1997-1998)
- Corporate Treasury Analyst 1998-1999

Career medium 03
Career

Bank of America

Several positions in Letters of Credit, Internal Audit, Corporate Treasury with augmented roles

Bank of America

Several positions in Letters of Credit, Internal Audit, Corporate Treasury with augmented roles

- Letters of Credit Specialist (Imports and Stand by) 1995
- Government Guaranteed Programs- EXIM Bank Facilities - 1996
- Internal Audit - Management Associate Program
- Internal Auditor - Corporate Banking 1997
- Senior Auditor - Capital Markets (NYC, Mexico City and Rio de Janeiro, 1997-1998)
- Corporate Treasury Analyst 1998-1999

Career medium 02
Career
Career medium 04

Bank of America

Several positions in Letters of Credit, Internal Audit, Corporate Treasury with augmented roles

- Letters of Credit Specialist (Imports and Stand by) 1995
- Government Guaranteed Programs- EXIM Bank Facilities - 1996
- Internal Audit - Management Associate Program
- Internal Auditor - Corporate Banking 1997
- Senior Auditor - Capital Markets (NYC, Mexico City and Rio de Janeiro, 1997-1998)
- Corporate Treasury Analyst 1998-1999

Career

Bank of America

Several positions in Letters of Credit, Internal Audit, Corporate Treasury with augmented roles

Career medium 05

Bank of America

Several positions in Letters of Credit, Internal Audit, Corporate Treasury with augmented roles

- Letters of Credit Specialist (Imports and Stand by) 1995
- Government Guaranteed Programs- EXIM Bank Facilities - 1996
- Internal Audit - Management Associate Program
- Internal Auditor - Corporate Banking 1997
- Senior Auditor - Capital Markets (NYC, Mexico City and Rio de Janeiro, 1997-1998)
- Corporate Treasury Analyst 1998-1999

Career

Bank of America

Several positions in Letters of Credit, Internal Audit, Corporate Treasury with augmented roles

Bank of America

Several positions in Letters of Credit, Internal Audit, Corporate Treasury with augmented roles

Bank of America

Several positions in Letters of Credit, Internal Audit, Corporate Treasury with augmented roles

- Letters of Credit Specialist (Imports and Stand by) 1995
- Government Guaranteed Programs- EXIM Bank Facilities - 1996
- Internal Audit - Management Associate Program
- Internal Auditor - Corporate Banking 1997
- Senior Auditor - Capital Markets (NYC, Mexico City and Rio de Janeiro, 1997-1998)
- Corporate Treasury Analyst 1998-1999

Career medium 01
Career
Career medium 01

Bank of America

Several positions in Letters of Credit, Internal Audit, Corporate Treasury with augmented roles

- Letters of Credit Specialist (Imports and Stand by) 1995
- Government Guaranteed Programs- EXIM Bank Facilities - 1996
- Internal Audit - Management Associate Program
- Internal Auditor - Corporate Banking 1997
- Senior Auditor - Capital Markets (NYC, Mexico City and Rio de Janeiro, 1997-1998)
- Corporate Treasury Analyst 1998-1999

Career

Bank of America

Several positions in Letters of Credit, Internal Audit, Corporate Treasury with augmented roles

Bank of America

Several positions in Letters of Credit, Internal Audit, Corporate Treasury with augmented roles

Bank of America

Several positions in Letters of Credit, Internal Audit, Corporate Treasury with augmented roles

Career medium 01

Bank of America

Several positions in Letters of Credit, Internal Audit, Corporate Treasury with augmented roles

- Letters of Credit Specialist (Imports and Stand by) 1995
- Government Guaranteed Programs- EXIM Bank Facilities - 1996
- Internal Audit - Management Associate Program
- Internal Auditor - Corporate Banking 1997
- Senior Auditor - Capital Markets (NYC, Mexico City and Rio de Janeiro, 1997-1998)
- Corporate Treasury Analyst 1998-1999

Career

Bank of America

Several positions in Letters of Credit, Internal Audit, Corporate Treasury with augmented roles

Bank of America

Several positions in Letters of Credit, Internal Audit, Corporate Treasury with augmented roles

Bank of America

Several positions in Letters of Credit, Internal Audit, Corporate Treasury with augmented roles

- Letters of Credit Specialist (Imports and Stand by) 1995
- Government Guaranteed Programs- EXIM Bank Facilities - 1996
- Internal Audit - Management Associate Program
- Internal Auditor - Corporate Banking 1997
- Senior Auditor - Capital Markets (NYC, Mexico City and Rio de Janeiro, 1997-1998)
- Corporate Treasury Analyst 1998-1999

Career medium 04
Career
Career medium 04

First Citizens Bank & Trust of South Carolina

Teller I and Personal Trust Specialist

Teller in Main Branch and Drive Through Oct. 1993- Feb. 1994
Responsible for daily, front line bank customer service and product cross selling.
Accomplishments include 20% increase in customer service in drive-through facility in uptown Charlotte, NC.

Ascended to Personal Trust Specialist March 1994 - Dec 1994. Responsible for personal trust account management and servicing.

Career

First Citizens Bank & Trust of South Carolina

Teller I and Personal Trust Specialist

Teller in Main Branch and Drive Through Oct. 1993- Feb. 1994
Responsible for daily, front line bank customer service and product cross selling.
Accomplishments include 20% increase in customer service in drive-through facility in uptown Charlotte, NC.

Ascended to Personal Trust Specialist March 1994 - Dec 1994. Responsible for personal trust account management and servicing.

Career medium 05
Career

First Citizens Bank & Trust of South Carolina

Teller I and Personal Trust Specialist

First Citizens Bank & Trust of South Carolina

Teller I and Personal Trust Specialist

Career medium 03

First Citizens Bank & Trust of South Carolina

Teller I and Personal Trust Specialist

Teller in Main Branch and Drive Through Oct. 1993- Feb. 1994
Responsible for daily, front line bank customer service and product cross selling.
Accomplishments include 20% increase in customer service in drive-through facility in uptown Charlotte, NC.

Ascended to Personal Trust Specialist March 1994 - Dec 1994. Responsible for personal trust account management and servicing.

Career

University of South Carolina-Columbia

MA, Economics

University of South Carolina-Columbia

BA, Econ ( Magna Cum Laude)

Authored

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