Chief Operating Officer

• Provides leadership, direction and administration over operations while growing revenue and improving operating margins
• Direct leaders to be fiscally responsible and meet productivity standards in resource utilization, staffing patterns and the operational efficiency
• Ensures effective utilization of resources including length of stay, and the use of inpatient care, home care and outpatient care to help ensure the right care in the right place at the right time
• Implements clinical operations consistent with programs that optimize best patient care practices which align with organizational initiatives
• Interprets changes in the marketplace, generates ideas and participates in quality assurance initiatives that increase the organizations market advantage
• Establishes effective goals and objectives by creating and managing the structure and processes necessary for efficient operations, achievement of superior clinical performance and projected growth
• Strategizes and identifies opportunities to grow/improve programs and advance care management improvements
• Assesses services and programs to ensure they meet and exceed established care, quality and state/federal regulatory standards
• Implements and assesses care management and patient experience initiatives to accomplish targets, and ensures the highest possible delivery of service to patients, families, physicians and employees relative to their personal expectations
• Develops and maintains physician relationships which involves collaborating with physicians both as partners and customers
• Ensures compliance with government regulatory agencies and accrediting bodies
• Reviews, evaluates and enforces existing policies and procedures
• Formulates, establishes and enforces additional procedures and guidelines to provide exceptional, efficient and effective patient care
• Performs human resources responsibilities for staff which include interviewing and selection of new employees, promotions, staff development, performance evaluations, compensation changes, resolution of employee concerns, corrective actions, terminations, and overall employee morale
• Develops and recommends operating and capital budgets and controls expenditures within approved budget objectives

• Act as an advisor to senior leadership to develop or influence strategies, objectives, plans, specifications, resources, and long-term goals for highly complex data platforms and utilities across multiple groups and functions.
• Lead the strategy and resolution of highly complex and unique data product enablement initiatives and challenges requiring in-depth evaluation across multiple areas of the enterprise, delivering solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical and inductive thinking, and coordination of highly complex activities and guidance to others, while adhering to set data governance and standards.
• Provide vision, direction, and expertise to senior leadership on implementing innovative and significant data product solutions that are large-scale cross-functional or companywide strategies.
• Strategically engage with all levels of professionals and managers across the enterprise to ensure data product solutions are built for optimal performance and design analytics applications across multiple platforms and serve as an expert advisor to leadership.
• Provide expert input on new use case intake, prioritization, product roadmap definition, and other critical business processes.
• Create and maintain highly complex data product roadmaps throughout the data product lifecycle with detailed specifications, requirements, and flows for data capabilities.
• Design and maintain innovative data products, enabling data availability for data intelligence, analytics, and reporting.
• Serve as a strategic liaison between data management, product teams, data engineering, and architecture teams throughout the data product lifecycle.

Senior Lead Data Product Management Consultant

• Act as a trusted advisor to senior leaders across the COO Data Domain, influencing priorities, roadmaps, and execution decisions tied to data risk
• Interpret data management policy, procedures, regulatory expectations, and partner guidance into practical domain execution
• Execute and mature data governance controls aligned to enterprise requirements, including RCSA, self-assurance activities, and control evidence
• Facilitate and coordinate COO Data Domain issue management activities, including remediation planning and execution for identified data issues
• Coordinate COO Data Domain independent review engagements, including preparation, stakeholder alignment, and response follow‑through
• Drive development, refinement, and ongoing enhancement of governance processes to improve effectiveness and efficiency
• Produce leadership ready materials and socialize outcomes with senior stakeholders across business, risk, compliance, and technology
• Provide experienced guidance to data domain team members, accelerating understanding of requirements and execution expectations
• Represent the COO Data Domain in enterprise data governance forums, contributing execution focused input into standards, controls, and accountability models
• Partner with data stewards, risk, compliance, and technology teams to align governance execution with enterprise data risk priorities

Senior Lead Data Management Analyst – COO DAR

• Lead all day-to-day operational functions of zntb, including custody operations, settlement flows, reconciliation, reserve operations, and account administration.
• Design, implement, and maintain operational playbooks, standard operating procedures, and business continuity frameworks aligned with OCC safety and soundness expectations.
• Build and manage the bank’s operational infrastructure from pre-opening through steady-state operations, coordinating with engineering, product, finance, and legal teams.
• Oversee operational readiness for new products, new asset types, new partner integrations, and changes to the bank’s operational scope.
• Establish and monitor SLAs, exception-handling protocols, and operational uptime standards across all bank functions.
• Serve as a designated Fiduciary Officer of zntb, supporting the Trust Officer in the administration of all fiduciary and custodial accounts.
• Oversee fiduciary recordkeeping, including account setup, asset segregation, ledger accuracy, periodic account reviews, and documentation required under 12 CFR §9.6.
• Ensure trust operations comply with OCC fiduciary standards, including annual review requirements, internal fiduciary audit protocols, and applicable state trust law.
• Maintain adequate safeguards and controls over fiduciary assets, including collateral requirements for uninsured fiduciary funds in accordance with 12 CFR Part 9.
• Implement and enforce policies and procedures governing self-dealing, conflicts of interest, and co-mingling of fiduciary and non-fiduciary assets.
• Act as acting Chief Trust Officer when designated by the CEO or Board.
• Serve as the primary executive responsible for reporting to the zntb Board of Directors on trustee activities, operational performance, and institutional KPIs.
• Prepare and present regular Board and committee reports covering custody operations, fiduciary account activity, reconciliation integrity, vendor performance, operational incidents, and risk metrics.
• Support the Board in discharging its fiduciary governance obligations under 12 CFR §9.7, including participation in the bank’s audit and risk committees.
• Maintain the governance calendar and ensure timely production of all required Board materials, reports, and approvals.
• Maintain audit-ready documentation, operational logs, and evidence repositories in preparation for OCC examinations, fiduciary audits, and supervisory reviews.
• Implement and maintain OCC-aligned internal control systems across operations, custody, reconciliation, and settlement workflows.
• Support pre-opening examination requirements and preopening deliverables required to achieve final OCC charter approval.
• Partner with the Chief Compliance Officer, CRO, and Legal team on operational risk testing, issue remediation, and supervisory responses.
• Monitor and operationalize evolving regulatory requirements, including GENIUS Act requirements related to issuance, reserve management, and redemption operations where applicable.
• Oversee relationships with banking partners, sub-custodians, reserve custodians, technology vendors, and other critical service providers.
• Ensure all intercompany and third-party relationships satisfy OCC third-party risk management expectations, including due diligence, SLA monitoring, and ongoing oversight.
• Maintain vendor performance dashboards, due diligence packages, and documentation required for OCC third-party risk review.
• Own the bank’s operational continuity, incident response, and crisis management programs.
• Lead triage and resolution of operational incidents across custody, settlement, reconciliation, and technology functions.
• Conduct post-incident reviews and ensure timely remediation of control gaps and operational failures.
• Foster a culture of operational excellence, fiduciary accountability, and regulatory integrity across the organization.
• Serve as a key member of the zntb executive leadership team, contributing to strategy, culture, and organizational development.

• Define and execute the strategic roadmap for using technology solutions to streamline and automate Wells Fargo Operation business domains using automation capabilities and GenAI, aligning with overall business objectives and technology strategy
• Lead the design, development, and deployment of Wells Fargo Process-Specific Document automation pipelines
• Drive the adoption and implementation of intelligent automation and agentic AI solutions, utilize the document automation pipelines, design, and execute automation opportunities that significantly reduce manual effort and increase operational efficiencies
• Exhibit proven subject matter expertise in software industry trends, including Document capture, Document extraction, OCR, Robotics Process Automation, foundational models/multi-modal, computer vision, autonomous systems, recommender systems, ML/deep learning, and cloud-based development
• Oversee the strategy and execution of control automation initiatives
• Evaluate, select, and integrate cutting-edge AI, machine learning, natural language processing (NLP), and automation technologies to build robust and scalable solutions
• Partner closely with business leaders, operations teams, enterprise architecture, data science, and other technology groups to identify high-impact use cases, gather requirements, and ensure successful solution delivery and adoption
• Build, mentor, and lead high-performing teams of engineers, data scientists, process architects, and automation specialists
• Establish and enforce best practices, governance frameworks, and architectural standards for process mapping, cognitive intelligence development, and automation deployment
• Define key performance indicators (KPIs) and metrics to track the effectiveness and business impact of cognitive intelligence and automation initiatives, reporting progress to senior leadership.

Technology Director – COO Document Processing Automation

• Lead the day-to-day operational functions of the organization
• Ensure seamless, efficient, and compliant service delivery across all aspects of the Pharmacy Benefit Administration (PBA) business
• Drive operational excellence that will drive the ability to scale operations optimize workflows and support growth and innovation
• Align operations with SS&C Health’s strategy and ensure outstanding performance for clients, members, and stakeholders
• Report into SS&C Health’s General Manager and be a key contributor to the leadership team
• Provide leadership over the PBA operations including claims adjudication, call centers, mail/specialty pharmacy services, benefit design implementation, eligibility enrollment and formulary operations.

• lead and evolve VisionPoint’s service delivery, project operations, and product innovation
• accountable for ensuring that services are delivered with operational excellence and client impact
• develop and drive the strategic vision for service operations
• lead product and service innovation efforts using market feedback
• partner with executives to align operations with sales, marketing, and finance
• represent VisionPoint in key client engagements and industry discussions
• build and nurture a high-performing team culture

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