Managing Principal specializing in Risk & Compliance consulting and leading the Regulatory Change and Implementation offering and the Risk Data offering. I have supported clients with the implementation and execution of large regulatory requirements including FRTB, Volcker, CCAR, DFAST, Financial Crimes (BSA/AML, KYC, client onboarding/exits), RCSA, and ESG. I have helped clients develop leading Enterprise Risk Management programs, 2nd and 3rd line oversight and compliance functions, and implement efficient operations by integrating technological solutions into BAU processes to reduce manual interactions.• Account Executive for a top 5 banking entity; responsible for maintaining key stakeholder relationships, growing business, and managing delivery.• Led a team supporting the Independent Testing function of a large global bank – developed a triage approach to identifying automation potential within legacy testing. • Supported the execution of RCSA process at a large global bank and supported the development of leading practices RCSA policies and procedures. Provided SME support for risk type controls including credit risk, model risk, market risk, operational risk, and supported the decisioning of shared controls. • Agile Project Manager responsible for day-to-day delivery of strategic Capital Markets projects including FRTB SA model migrations; traded product taxonomy management and integration with policy/procedures; Volcker required trader mandate critical review and enhancement; and project management and coordination efforts across a number of strategic initiatives related to FRTB implementation.• Account Executive and Project Manager overseeing the development of a large bank’s regulatory risk treatment models, product taxonomy upgrades, liaison between business strategy group and technical model developers and database managers to determine strategic priorities in meeting regulatory and business requirements.

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Stellar Dental is a small, female owned dental practice located in Charlotte North Carolina. Stellar Dental has 2 locations in NoDa and University focusing on General Dentistry. • As the CFO of a multi-practice dental office, provided human resources, financial management, and strategic decisioning for the short- and long-term goals of the company.• Implemented agile project management standards among front desk staff to ensure timeliness and completeness of strategic initiatives and priorities.• Developed quick guides to allow for quick and accurate scheduling and checkouts tailored to each provider• Implemented VBA-based tools for payroll, QuickBooks, patient recalls, and Accounts Receivable that demonstrably decreased work hours and errors.• Responsible for M&A activity and due diligence in finding accretive growth opportunities. One office location purchased, while the second was a complete buildout. Responsible for bringing experienced and quality teams together to ensure M&A projects are a success.• Development of annual budget, initiatives, and functional goals along with tracking and reporting mechanisms.• Managing PPP loan requirements and tracking mechanisms.

Account and relationship manager leading one of the firm's largest accounts. Responsible for building and maintaining client relationships, deliverable quality assurance, people management, and program/project management.• Functioned as technical program manager for a large bank’s financial crimes and BSA/AML tool development, including the creation of a resource staffing model, scheduling tools for periodic reviews, and case management tools. Developed executive level reporting and strategic roadmaps for the development and execution of key deliverables and program milestones.• Experience with the development of interim-use databases in Access or SharePoint to allow for rapid prototyping of solutions, managing undefined data, and meeting project delivery timeline requirement; while creating real-time executive reporting to be automated through Tableau dashboards, SharePoint, SSRS, or Power BI.

• Credit specialist with experience assessing ALLL, credit losses and provisioning at banks ranging from $8B to $150B in assets. Assessments include quantitative and qualitative aspects, opining on leading practices, scalability of approach, and ability to meet current regulatory requirements. Experienced with CECL expectations, incurred loss models, transition matrices, roll rate models, etc. • Managed and delivered end-to-end DFAST and CCAR implementations for a number of banks planning to surpass either the $10B DFAST threshold or the $50B CCAR. My area of expertise is on governance, controls, interconnection of banking initiatives, policies/procedures, and writing the submission narrative, as well as providing a first line of challenge to the modeling team's assumptions and segmentation.• Assisted a large BHC with the development of a 3-year strategic plan, creation of strategic initiatives and reporting/monitoring processes to track progress for stakeholders.• Lead a diverse team to write a large BHC's capital plan for 3 consecutive years. The process requires involvement and expertise in the BHC's strategic planning, stress testing, risk management, and capital management activities.• Assisted a large international bank identify and mitigate control weaknesses in accordance with Basel III, COSO requirements, regulatory feedback, and industry best practices.• Assisted a BHC with updating its capital limit setting and strategic planning practices to better refine the product to be more quantitatively and historically accurate, institute enterprise-wide trackable initiatives, and creating metrics to track success against initiatives.• Written Board approved policies and committee charters at a number of banking institutions, set up a framework for continuous policy updates and review, created templates for leading practice policy standards.

• Lead member of bank’s CCAR/Liquidity Stress Test PMO team. Determined methodology for PPNR models, and represented Retail division in all aspects of Gov. regulatory requirements, including providing effective challenge of finance team's models and assumptions.• Represented the Retail Department in M&A transaction due diligence. Member of negotiation team tasked with determining ROA and IRR for acquisitions as well as reviewing contracts and service level agreements to determine the effects on expected returns.• Member of cross-functional team tasked to identify and value new product launches. Improved alignment of product offerings with competitors and provide a more complete banking solution for all customer segments.• Acted as PMO member for Retail division in Budgeting and Strategic Planning exercises. • Created methodology for producing P&L per retail branch, helping to overcome significant gaps in data system capabilities. Provided more insight on branch performance allowing for optimization in expense allocation and divesting underperformers.• Created monthly knowledge sharing meetings for back office employees where business leaders would present and discuss their business units and jobs with the goal to ultimately reduce external turnover and promote internal cross-business hiring.

• Led teams to implement controls across large strategic cross-functional clients. Helped clients create savings through efficiencies and tighter processes.• Assisted clients in determining strategic direction through market analysis, peer comparison, and consumer analysis. Helped clients to understand their strengths and weaknesses in the market they operate to better define their niche and product offerings. • Grew and sustained relationships for a large BHC by advising on strategy & approach by assisting the lead engagement partner with compiling organizational charts, understanding the needs and requirements of each group and assisting in matching Deloitte professionals to bank leaders.• Instrumental in all areas of project management, including project initiation, profitability analytics, staffing coordination, client negotiations, contract creation, budget and profitability monitoring, invoicing, and project closeout.• Presentation Champion tasked with delivering over 60 facilitation hours per year through various channels.

• Created executive level reports detailing weekly metrics, business unit analysis, and market trends• Added in-depth analysis and commentary to all executive level reports including thoughts on global market trends, peer/competitor analysis and political/regulatory expectations, finding historical linkages to our own profitability metrics, and producing probabilistic forecasts• Automated daily reporting requirements which decreased processing times by 40%• Led a team of analysts and technologists to structure, validate, and roll-out a new data warehouse which allowed significant dollar and time savings over legacy data stores and reporting systems• Successfully presented client profitability analyses which lead to a refined pricing model, and helped Sales team determine new standards for which clients we should pursue for our portfolio.

• Created and modified excel based models for Asset backed securities to determine future Cash Flows and Rates of Return.• Analyzed corporate financial statements to determine liquidity and credit health of companies issuing high yield and distressed corporate debt.• Successfully completed and presented a Chartered Financial Analyst verification project on 15 years of managed asset data as a member of a two person team.