Chief of Staff for Chief Customer Care Officer & Managing Director: 2020-current• Collaborate with executive team members to determine and prioritize business strategies• Create presentations by simplifying complex data into tools for decisions• Create and track progress against corporate and department Objectives and Key Results (OKRs) • Run a management operating system, including leadership meetings, data driven 1:1 materials, quarterly business reviews, monthly operation reviews• Prioritize the Chief Executive’s schedule and ensure he is prepared for meetings and discussions• Facilitate the annual budgeting process for the Care organization and partner with finance to ensure we meet budgetInvestment Committee and M&A: 2018-2020• Developed and lead the Investment Committee where the management committee leaders made decisions on all investments across the firm • Partnered with Tech to create 2019 tech stack portfolio by working with all BU leaders• Lead an M&A FinTech acquisition; worked internally with business and legal, and provided liaison relationship to the sellersFP&A Divisional leader for Technology: 2016-2017• Divisional FP&A for technology organization- forecast, budget, monitor, approve, and report all spend • Provide monthly reporting to IT and Finance leadership • Built MD trust and management relationships

Project Controller: 2012- 2015• Developed project controller role, built team to manage Technology project portfolio; team provides guidance on spend allocation, approves spend, and provides forecasts• Developed process to collect and report department finances to CIO and Finance Department• Researched and solved issues regarding budget and actuals, monitored cap-ex purchases, consulted managers on project set up for capitalization and other financial treatment considerations• Value of IT: Created methodology to determine the value the Technology department creates for the companyOutsourcing: 2011- 2012• Developed new process for Outsourcing, supported senior managers with the process• Consulted managers on their outsourcing requirements• Sourced and onboarded Outsourcing Partner firms, including building partner relationships, set up processes, and solved issues• Beat company outsourcing goals by six monthsProject Management: 2010- 2011• Built Project Management team from 7 to 35 people• Developed and managed PMO, responsible for SDLC, documentation, status reporting, budget• Spearheaded process improvement• Liaison between departments; required shaping and communicating new processes and policies• Built resource planning models Financial Analyst: 2009-2012: Managed and reported on Technology budgetBusiness Analyst: 2006- 2008: Wrote specifications for Financial Services web platform

• Designed new features for comprehensive financial planning software, including Retirement Distribution and Estate Planning• Improved GUI for Assets and Liabilities• Part of team that planned and developed applications on web platform• Wrote specifications for development and quality assurance teams• Tested new versions of software for calculation errors

Operations for an Investment Management firm • Reconciled accounts totaling two billion dollars each month• Maintained securities database; including stock splits, dividends, and corporate actions• Calculated performance for each account• Researched and solved all trading errors and problems• Confirmed trades through DTC

• Trading Desk Operator; executed all securities and mutual fund orders for firm• Reconciled all clearing firm business monthly for financial statements and commissions• Account problem resolution; found, researched, and corrected all types of account errors• Open/Approved New Accounts• Compliance; monitored trading activity, paperwork completion, and monthly reports• Account documentation; checked all accounts for complete and correct paperwork • Liaison between reps and clearing firm; worked with clearing firm to meet our needs• Backed-up licensing/registration; used web CRD and other licensing procedures• Trained new employees and reps on procedures and ILX/Beta system• Set up procedures allowing for growth and efficient business operations• Consistently received excellent reviews from clients/reps and managersNASD LICENCES (Not Current)Series 7: General Securities RepresentativeSeries 66: Registered Investment AdvisorSeries 24: General Securities PrincipalSeries 27: Financial and Operations Principal