Experience31+ Years
LevelCXO

Executive Overview

As a strategic business partner and member of the senior management team, boards of directors, and various board committees, I navigate and create awareness around the connectivity between audit and risk functions to achieve strategic goals, operational resiliency, and a pragmatic risk management approach. Throughout my career, I have - Advised on flexible, resilient, and traceable policies, procedures, and controls customized to the needs of organizations and their stakeholders. - Implemented and managed risk programs aligned to strategic plans. - Been trusted to lead significant organizational shifts and transformational initiatives, including process refinement, global regulatory acceptance, 15+ acquisition integrations, cyber defense strategy, and various global crises. - Levered solid audit and risk methodologies to drive consistency in highly global environments, including leading across 50+ countries and directly managing global teams. - Interacted and partnered heavily with domestic and international regulators. - Established a reputation as a respected functional and industry expert and influencer, delivering presentations for various international industry conferences and webcasts. I am uniquely positioned for board leadership with more than 25 years of experience presenting to, advising, participating in, and serving on a variety of corporate and non-profit boards and committees, including Bloomberg LP, Moody’s Corporation and its affiliate Board of Directors as well as numerous Deloitte client organizations. I lead with inherent open-mindedness, transparent communication, and genuine interest in employee well-being. I pride myself in creating inclusive working environments and find personal connection in diversity advocacy of all kinds. Because I believe wholeheartedly in equal opportunity, I have leveraged my leadership position for good, supporting and driving a variety of inclusion initiatives and serving on the boards of advocacy groups like the Hetrick Martin Institute serving NYC’s LGTB youth. I enjoy networking with other professionals and am open to connecting here on LinkedIn.

Career Timeline

Professional employment history
  • BloombergCurrent
    Oct 2023–Present· 3 yrs
    • Chief Audit ExecutiveCurrent
      Oct 2023–Present
  • 2020–Present· 6 yrs 9 mos
    • Board Member | Executive Committee | TreasurerCurrent
      2020–Present
  • Mar 2020–Dec 2023· 3 yrs 9 mos
    • Board Member | Audit Committee | Finance Committee
      Mar 2020–Dec 2023
  • Mar 2015–Oct 2023· 8 yrs 7 mos
    • Senior Vice President Risk Management | Chief Audit Executive
      Mar 2015–Oct 2023
  • May 2010–May 2022· 12 yrs
    • Member, Board of Directors
      May 2010–May 2022
  • Sep 2005–Mar 2015· 9 yrs 6 mos
    • Managing Director | Senior Manager
      Sep 2005–Mar 2015
  • Feb 2005–Sep 2005· 7 mos
    • Director, IT Compliance
      Feb 2005–Sep 2005
  • Jul 1997–Feb 2005· 7 yrs 7 mos
    • Senior Manager, Information Technology
      Jul 1997–Feb 2005
    • Sr. Internal Auditor
      1995–1997

Education

Certificate

The Economics of Blockchain and Digital Assets

Wharton Executive Education

Bachelor of Science (BS)

Accounting

University of Scranton

Executive Relationship Map

Reports To
Scott K.
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer

Executive Network Preview

BizKonnect has mapped this leadership network including reporting hierarchies, peer connections, and cross-functional relationships.

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Skills & Expertise

20 of 20 skills
IT AuditRisk AssessmentCISAInformation SecurityInternal AuditGovernanceRisk ManagementBusiness Process ImprovementAccountingManagement ConsultingAssuranceExternal AuditFinancial ServicesFinancial ReportingInternal ControlsSarbanes-Oxley ActSarbanes-OxleyAuditingEnterprise Risk ManagementFinancial Statements