Building, Changing, and Leading by the Numbers

Bringing Cash Management Account processing in-house

Moved CMA processing from a top 5 bank onto Stifel Bank's own platform, enabling digital card management.

Among the first to offer Zelle on a CMA

A Reg E claims system that paid for itself

Implemented a new Reg E management system across the bank.

Turning a struggling offshore operation into an asset

Led 80+ people across three vendors in Mumbai, Bangalore, and Manila through training, systems, and process changes.