At ThinkVest, we believe in unlocking the hidden value within intellectual property portfolios, providing businesses with the capital they need to grow and thrive. My role involves collaborating with a talented team of experts, driving efficiency, and fostering a culture of innovation and continuous improvement. Together, we are redefining how intellectual property is leveraged, offering tailored, non-dilutive financing options that empower companies to achieve their full potential.With a strong background in financial technology and a commitment to strategic leadership, I am dedicated to steering ThinkVest towards new heights of success.

Launched an import startup, sourcing 25 SKUs across 10 wineries while navigating complex regulatory landscapes. Proven expertise in product strategy, launch execution, and cross-functional leadership. Demonstrated project management expertise, including budget oversight and vendor management. Skilled in market analysis, financial modeling, and website design to create compelling product roadmaps and drive market entry.

Re-platformed the EquiLend Clearing LLC (ECS) loan market middle office, a critical infrastructure facilitating the OCC Market Loan Program's $2.36 billion average daily value of borrowed securities (2023). Leveraged deep understanding of the entire trade lifecycle, including OCC and DTC settlement, to optimize processes for industry leaders like Goldman Sachs, Morgan Stanley, and other top-tier OCC Clearing Members.▪ Strategized on product features and execution of project milestones and release dates.• Gathered OCC client business needs as Change Orders and created detailed solutions on what is proposed to be built. ▪ Conducted meetings and on-sight trips with the OCC Client, to explain the solution proposed and gather any additional changes needed to finalize the solution and get the client stakeholders’ official signoff. ▪ Conducted meetings with technology to clarify the solution requirement documents, gather any changes or further analysis needed to complete them, estimated the scope, and price development and QA effort. ▪ Conducted project status meetings with the client, technology, and QA teams, to understand the progress, mitigate risk, and identified challenges, bottlenecks, risks, issues, and concerns.▪ Created Word solutions documents, Visio workflow diagrams, and PowerPoint presentations.▪ Analyzed the application’s page schematic and screen blueprint when documenting their enhancements.▪ Created, managed, and tracked stories for new features and defects using VersionOne using the agile SCRUM methodology▪ Coordinated the approach and timing of what components and test cases are tested across multiple resources. ▪ Created a detailed User Guide and a quick reference guide of the new ECS Middle Office application. ▪ Worked with developers and the QA team to clarify defects and identify their root cause. ▪ Assisted QA with testing complex changes, such as for rebate accruals or corporate action events.

Managed a multi-year, cross-functional project at BNP Paribas to replace the FIS Loanet stock lending Back Office system with a custom-built solution, resulting in $2.5 million annual cost savings. Leveraging my expertise in trade lifecycles and system integrations, I collaborated with key vendors (FIS Loanet, OCC, DTCC, EquiLend) and managed all project phases from requirements to launch, ensuring a seamless transition for stakeholders.▪ Hands-on communication with Loanet, OCC, DTCC, and EquiLend vendors to gather requirements, implement, test, and prepare for product release, including singing SOW with procurement. ▪ Prepared PowerPoint presentations for the Investment Committee, Project Governance, Architecture Review, SteerCo, and OpsCo status meetings, Go/No-Go, and other meetings. ▪ Gathered project signoff from required areas such as Legal, Compliance, Security Architecture, Governance, Stakeholders, Regulatory Reporting, Investment Committee, Procurement, and many more. ▪ Worked closely with Stakeholders to present the project, gather requirements, test the build, address any business needs, and manage project coordination. ▪ Created a project plan, tracked/reported monthly status using the Clarity applications, and presented project updates to senior managers and directors.▪ Gathered and documented requirements, created Visio diagrams, and explained detail design, working closely with India offshore and US onshore development teams to implement the changes and coordinate design discussions. ▪ Implemented and maintained Tableau to introduce data visualization and real-time reporting of KPIs. ▪ Ran daily and weekly meetings with offshore and onshore developers, documented the agenda and meeting minutes, and conducted individual discussions for clarification of the requirements. ▪ Managed development items and issue tracker using JIRA for SIT and UAT with stakeholders.

Executed a major core banking replacement project, consolidating five platforms for complex financial products into a centralized data warehouse, enabling seamless liquidity risk reporting for Basel III compliance in the US region. This project also ensured consistent reporting in both US and Japanese general ledger formats. My collaborative approach with IT and subject matter experts across upstream systems drove the successful execution of all project phases, from requirements gathering and impact analysis to deployment and post-production quality control.Applied Programs: SQL, Excel, Microsoft Project, Business Objects, Internal Systems▪ Meticulously analyzed impacts of new changes, implemented change controls, created test cases/plans, and managed deployment/post-production quality.▪ Coordinated and created functional specs, user requirements documents, and project plans. ▪ Formed successful partnership with multiple departments, facilitating meetings and workshops, managing project scope, and delegate tasks and responsibilities of the project. ▪ Discussed product changes with stakeholders of downstream systems, business process impact, and updated or created new requirements. ▪ Subject Matter Expert, Implementation, and Testing of the global exposure system in Tokyo Home Office, with responsibility on providing data on all products, their customer and cash flow information, and accounting information such as GL Balance and GL Mapping for US and Latin American branches. ▪ Conducted a business trip to the Mexico branch as an Impact Analysis specialist for their core banking replacement project. ▪ Created expected results for testing using SQL to join tables with specific selection criteria and translation logic specific per field level requirements. ▪ Worked closely with developers to clarify the requirements on how data would flow through different tables in the data warehouse.

Led client-facing implementation with a major hedge fund (Apollo Capital) to configure Paladyne systems to VPM and Bloomberg vendors for all the securities traded, create Paladyne functionality to meet the client’s needs, and train users on Paladyne. Applied Programs: SQL, VPM, Geneva, Paladyne Systems, Bloomberg, Excel, Internal Systems • Worked with the client to implement all four Paladyne products: Portfolio Master, Portfolio Analytics, Security Master, and Price Master.• Conducted in-depth, hands-on involvement to identify and document requirements, working with developers to implement them, and conducted testing of their function. • Presented and assisted the client with the many system functions and setup of all security types in Paladyne Security Master and their flow between Paladyne products and outside vendors such as Bloomberg and VPM. • Proposed, explained, and assisted the client in various options of managing/setting-up data and securities between Paladyne Systems (a Geneva-based Software) and VPM, Bloomberg, and various data vendors.• Explained Paladyne Security Master as a highly customizable tool to help the client learn to customize reports post-implementation, monitor their securities traded, and capture corporate actions in a timely manner. • Worked with Data Vendors to request data on market traded securities and resolve any issues with the data received.• Analyzed corporate action capture in Security Master from data vendors, and its updates of any fields on the security description. • Conducted training sessions on using Paladyne and its functions.

Performed middle office controller functions for distressed bonds, equities, options, loans, and CDSs. Applied Programs: Bloomberg Anywhere, BPS, Impact, LoanTrak, Excel, Internal Systems • Analyzed and updated existing Excel macros for changes in a complex reconciliation process and created new functions for more efficient daily processing and month-end reconciliation, using data from multiple systems on various security types.• Trained new employees on systems and tools used in our group. • Analyzed and created Daily/MTD/YTD P&L reports, Balance Sheet, Income Statements, Cash Flows, and VBA Recs. • Processed and analyzed corporate actions such as loan/bond for equity exchanges, reorgs, factor pay-down, and option expiration.• Assisted traders in processing accurate reorgs and resolving any P&L reporting issues by working with DTC, Bloomberg system, and various departments such as operations, derivatives desk, and back office.

Middle and Back Office Administrator for the Tribeca Hedge Fund using the Advent Geneva accounting system. Applied Programs: Geneva, Bloomberg Terminal, Excel, Internal Systems • Had exposure to a wide variety of security instruments including but not limited to Fixed Income, CDS, Swaps, Options, Equities, Forwards and Futures, and processing of their corporate actions. • Controller for proper facilitation of information between the client, internal systems, Geneva, and the Prime Broker.• Build reconciliations and check to capture all the components of the net asset value.• Standard month-end process and packaging. Putting together Excel Monthly Books of reconciled Portfolios as a third party.• Trained new employees on daily P&L and system functions.