CREATED

• Due diligence model for a bank operations organization, populated with key client data, that when combined with data from a target bank can be used to determine staffing projections, to estimate expense reduction and to establish a target environment.

• Strategic alliances in global securities processing, stock transfer, 401(k) recordkeeping and securities lending for a super-regional bank.
  

• Plans to address identified shortfalls in trust operations, item processing and remittance processing based on results from training assessments.

DEVELOPED - IMPLEMENTED

• A robust, reusable integration process for a bank operations organization designed to accommodate a small acquisition, a large acquisition, a non-bank acquisition, or a merger of equals.

• Back office paying agent and registrar functions into a private label offering, and helped with the organization's first bid for new business.
  

• Target design and integration plan for bank operations in the merger of two super-regional banks.
  

• Call center performance metrics in trust, lockbox, and brokerage.