Helping people prioritize and effectively use time to increase satisfaction by identifying what means the most to them.

• Core member of treasury team (second hire): help ideate and establish key priorities and quickly expand team capabilities• Build out liquidity and risk management function: serve as an evangelist for effective liquidity management, presenting to senior stakeholders including the C-suite and Board of Directors in addition to presenting at both finance specific and company wide all hands• Support product launches and expansions: work cross functionally with product and operations teams to scope product beta tests and fund new products that attract and retain customers, including after hours trading, and credit cards• Quickly built and presented a novel financial model for C-suite and board of directors to address a time-sensitive board priority• Designed and ran a funding crisis table top exercise to simulate and test resiliency• Worked with data science to build and improve an automated stress model that digestibly quantifies liquidity risk exposure from specific shares

- Implemented a cloud based reporting tool to produce a dashboard used for a monthly C-Suite level forum, reducing production time, and minimizing version control and operational risk- Created a new liquidity stress report - produced a mock up, defined output and technical requirements, worked with IT to determine project scope, acceptance criteria, and change prioritization- Developed a new debt issuance model - sourced and analyzed company and industry wide issuance data, conducted both quantitative and qualitative research, and presented to the Treasurer for approval - Re-designed a weekly report for the Federal Reserve to present information in a streamlined, visual fashion, reducing production time from 12 to 4 hours per week- Resolved longstanding internal issues: consolidated fragmented information, evidenced and summarized policies, reports, and processes for senior management- Maintain an optimal asset/liability profile and forecast funding needs and changes in trading books to ensure that the broker dealer ($88bn balance sheet) has ample liquidity on a daily basis- Created and manage a decision hub, where key Treasury and Liquidity Management decisions are documented in order to improve transparency in a remote working environment- Automated and owned the Americas cash flow forecasting ($50bn) daily reporting and variance investigations

- Designed and implemented a new liquidity risk framework, which shifted liquidity management into both a timely and proactive process- Project manager to resolve regulatory matter - coordinated between internal and external stakeholders, tracked deliverables, and edited materials to ensure consistent messaging for all audiences- Conducted business deep dives, including data aggregation and analysis and collaboration with subject matter experts to understand business complexities and ensure accurate reflection in our models- Presented at monthly meeting with Federal Reserve to maintain firm’s liquidity rating- Prepared and owned materials for regulatory exams and senior management committees

Third rotation in Graduate Trainee Program

Second rotation in Graduate Trainee Program• Co-authored the Internal Validation for the US Operations Cash Flow Forecasting Model• Reported liquidity and funding position of the IHC and US Operations to the global Treasury Risk Control team on a monthly basis• Calculated and proposed liquidity buffer sizes for all entities within the combined US Operations

First rotation in Graduate Trainee Program• Conducted a limit and portfolio review for the Market Risk owned limits within the WMA books and proposed new limits• Worked with colleagues across the business, finance, and technology to improve the Volcker portal and ensure data quality and regulatory compliance

• Completed annual reviews consisting of credit analysis, financial statement analysis, loss given default calculations, and final recommendations for a variety of counterparties in the US and abroad• Assigned internal credit ratings based on the annual review analysis for investment banking clients• Created and presented a 2014 Hydraulic Fracturing Industry Update which informed Executive and Managing Directors on existing issues and potential credit exposures within the industry

• Analyzed grant requests up to $100,000 from nonprofit organizations and government entities• Synthesized complex issues in grant requests and clearly articulated them into one-page executive summaries• Trained 25 fellows and senior staff members to use new software