• Lead and directed multi-level projects from planning through execution• Developed project plans to include scope, budget, goals, and deliverables supporting business objectives that alignedwith executive management and stakeholders• Managed communication on project plans, goals and outcomes with management team• Managed resource workloads and projects to effectively leverage talent across the team• Identified relevant KPIs across the organization and established a point-based tracking system to measure keydeliverables and developmental opportunities• Developed inventory mix management system to track most commonly purchased items by month which allowed betterforecasting of inventory levels and working capital requirements• Created custom monthly analytics package to track financial performance, salesperson performance, shipping &handling, and product manufacturing• Leveraged newly developed KPIs to set individualized goals across the organization, and developed framework to sharebest practices and learning opportunities• Created training procedures on newly developed systems to enhance day to day performance, which drove improvedcustomer satisfaction• Led monthly implementation meetings to guarantee acceptance through user requested optimization and inputapproaches and requested enhancement opportunities• Managed reorganization process based on information attained from newly created KPIs to maximize cross departmentalperformance and accelerate best practice adoption – additionally identified resource gaps which resulted in new positions• Created individualized development plans to improve both metric based performance as well as interpretation ofindicators

•Managed staff of 5 analyst level associates in cost saving initiative to streamline customer flow between level one service and financial advisors•Led efficiency project designed to reduce the time required to assign customers to appropriate bank associates to optimize revenue opportunities•Developed new employees on system infrastructure and other corporate procedures to maximize customer experiences and satisfaction•Led weekly project meetings to implement cost saving and time management strategies which increased individual throughput by 10% (tracked employee takt time)•Standardized banking referral process and streamlined client data management to reduce time requirements/guess work to acquire customers, increasing customer referrals per associate from 5 to 10 per month•Partnered with client advisors to streamline trade execution via system support and technical advice•Partnered directly with JPM Private Clients to enhance current offerings, while maintaining an understanding of client needs and expectations. •Managed customer interfacing process through chase portal to ensure clients were matched with appropriate bank staff to resolve needs, reducing time commitments to solve issues by both clients and internal staff

•Designed quality assurance metrics by leveraging daily reports, increasing client level accuracy by 15% to allow more meaningful analytics•Developed standardized onboarding program for incoming employees•Developed process to ensure client funds are appropriately applied firm wide, reducing inaccuracy and rework by an estimated 5% across the organization•Partnered with financial advisors to provide optimal experience for clients, as well as reduce advisor idle time•Worked directly with clients and financial advisors to ensure funds are appropriately applied per client requests

•Created new inventory fulfillment strategy by developing new inventory tracking model to reduce overall workload by approximately 16% per day while increasing throughput•Lead Project to reduce fulfillment time by 20% leveraging warehouse placement and order frequency analysis•Partnered directly with customers to maximize company opportunity to expand revenue through deep understanding of client needs/inventory levels, provided revenue growth of 10% within key accounts