• Conducted compliance review and analysis in support of Coinbase compliance policies• Investigated and resolved compliance cases such as OFAC Sanctions, Know Your Customer (KYC), Death of Account Holder (DOAH), Geofencing, Identity Fraud, Chargeback Fraud, etc• Contributed to identifying and reporting on key risk and performance indicators for senior management with a focus on improving client experience• Supported internal support requests from Tier 1 and Tier 2 team members regarding cases that were contextually complex, variable, or otherwise deviating from written workflows

▪ Managed administration of firm electronic communications system▪ Handled technical support requests from firm representatives▪ Led development of procedures for new technology solutions:____ • Salesforce as an enhanced support solution for case management and communications tracking____ • MS Teams as the firm’s go-to team collaboration tool

• Led selection and implementation of new technology solutions for the Professional Services team: ____ • GitHub to improve version control____ • Power BI to introduce meaningful data analysis and visualization____ • Litmos for the management of educational content____ • VS Code to author and edit JSON lexicons and policies▪ Determined KPI’s and created methods of tracking them within complex systems to drive informed decision making▪ Managed an internal company-wide training initiative, interfacing with a great variety of subject matter experts▪ Authored and edited complex JSON lexicon and policy files used by hundreds of banks, RIAs, broker dealers, and other financial firms

• Led the development of the email supervision processes regarding: record keeping, statistical analysis, risk identification, and overall process efficiency• Administration of supervision systems, IT management• Vastly improved 13F creation and filing process based upon advanced understanding of Excel

• Managed practices, directed drills, and organized practice plans• Led teammates to develop new skills and to improve upon old ones and maintained an environment where all participants were supported in their competitive growth• Coordinated away-game travel and managed the hosting of tournaments

• Collaborated with professors to optimize course content• Provided guidance to students and facilitated stronger comprehension of course materialsClass: BA360 -- Introduction to Financial ManagementFIN542 -- Investments

• Worked closely with Chief Investment Officer and Chief Compliance officer• Utilized Morningstar Direct + Tamarac to evaluate client portfolios• Voraciously learned more about: Financial Analysis and Research | Database Structuring, Maintenance, and Navigation | Presenting Data | Complex Excel and PowerPoint Functions

• Managed schedules and day opening/closing responsibilities• Facilitated pool operations and directed lifeguard team• Maintained and created positive client experience for members and patrons

• Maintained a high functioning ability of water rescue, customer service, and personal skills. • Built trust with clients and management.• Responsible to open and close alone, demonstrated responsibility, and integrity.

• Became technically skilled at water rescue, first aid, and CPR• Practiced client and peer focused soft skills• Developed and exercised professionalism and time management