Strengthen control environments
Built and enhanced controls across liquidity reporting, FR 2052a processes, intercompany asymmetry, governance, and regulatory delivery.
Senior finance leader · Treasury transformation · Controls · Consulting
Senior leader building stronger treasury, liquidity, and client operations.
Director-level operator, advisor, and transformation leader with 24+ years of professional experience, including 16 years across finance, treasury, controls, operations, and enterprise client experience.
- 24+
- years of leadership, transformation, operations, and client-facing experience
- 16
- years in finance, including treasury, liquidity, payments, controls, and governance
- Director (C15)
- Director-level leadership at Citi before founding JRQ Consultants LLC
Focus areas
Treasury · Liquidity · Controls · Payments · Agile
Recruiter snapshot
Senior finance leader, operator, and transformation advisor.
I help organizations move from strategy to measurable execution in complex, regulated environments. My work spans treasury transformation, liquidity controls, payments risk, operational readiness, stakeholder alignment, client experience, and program governance.
Before founding JRQ Consultants LLC, I served as a Director, Treasury Transformation Controls Lead at Citi, where I led high-performing teams of project managers, business analysts, liquidity SMEs, and BAU process owners supporting regulatory and strategic transformation commitments.
Deliver critical commitments
Lead regulatory-driven risk and control solutions within payments, operations optimization, readiness, and enterprise enablement.
Build trusted execution
Led corporate service organizations supporting 5,000+ accounts and improved client satisfaction from 83% to 93%.
Selected experience
Enterprise leadership with consulting range.
JRQ Consultants LLC
Currently consulting with Citibank as a Senior Project Manager for Citi’s Global Movement of Funds Operations Optimization and Enablement team, delivering risk, control, and operational readiness solutions across payments and enterprise initiatives.
Director, Treasury Transformation Controls Lead
Owned a portfolio of Consent Order milestones within Citi’s Liquidity space. Led project managers, business analysts, liquidity SMEs, and process owners to deliver new and enhanced controls, technology solutions, FR 2052a processes, and FRB-mandated control improvements.
SVP, U.S. Corporate Service Department Head / Sr. Global Service Manager
Led U.S. corporate service delivery for embassies, public sector, TMT, and premier corporate clients. Supported 5,000+ corporate accounts and improved Voice of the Client satisfaction from 83% to 93%.
Treasury Solutions, Regulatory Risk, Client Experience & Wealth Management
Managed LATAM treasury implementations, Basel governance and audit facilitation, client digitization strategy, reporting automation, KYC, retention, and relationship management across high-value portfolios.
Education & credentials
Finance, leadership, agile delivery, and organizational psychology.
Harvard University
Master of Liberal Arts, Extension Studies in Industrial-Organizational Psychology. Graduated May 2026.
Syracuse University
Whitman School of Management · Master of Business Administration, Marketing Management & Strategy.
Southeastern University
Bachelor of Science in Leadership.
Duke University
Business Metrics for Data-Driven Companies.
Harvard University
Extension School
Graduate Certificate in Organizational Behavior. Issued May 2025.
Harvard University
Extension School
Graduate Certificate in Topics in Human Behavior. Issued May 2026.
Certified ScrumMaster®
Certified Scrum Product Owner®
ICAgile Certified Professional in Business Agility Foundations
Additional credentials
Microsoft Office Specialist Excel · T.R.U.S.T. · Product Management · PMP Exam Prep · Project Estimating & Scheduling · Risk Management · Project Scope · Project Management Fundamentals
“Transformation succeeds when strategy, controls, people, and execution discipline move in the same direction.”
Next conversation
Open to senior leadership roles where treasury transformation, controls, payments, and disciplined execution matter.
Best-fit conversations include Director-level treasury transformation, controls leadership, payments risk and operations, client experience leadership, program management, operational excellence, and consulting/advisory opportunities.
Connect on LinkedIn Visit JRQ Consultants LLC →