As a Vice President within JPMorgan's Managed Investment Projects team, I am primarily responsible for managing large sale platform integration projects, presently focused on the Environmental, Social, and Corporate Governance (ESG) program via managing end to end program deliverables including requirements, integration of ESG data into client reporting, advisor tools, analytics, and artificial intelligence (AI) development and integration.Responsibilities include managing all activities for the program lifecycle, managing the risk to the organization, financial budget planning, strategy and structure development, and ensuring positive client experience.Responsible for strategic and tactical improvements to the operating model, process flows, staffing, and technology enhancements related to the ESG Sustainably Program by working with portfolio managers, operations, technology, investments, legal, risk, and compliance.Additional responsibilities include managing regulatory requirements, internal and external audits, senior leadership communications, and managing additional team members.

As a Senior Investment Performance Solutions Manager, VP, within PNC’s Asset Management Group, I was responsible for managing the performance measurement system vendor relationship and technology, which calculates rates of returns for trust accounts that reside within the trust accounting platform. I also managed a team of analysts responsible for reconciliation of the data between the accounting and performance systems.Responsibilities included driving business and financial results, presenting initiatives to gain management buy-in, and ensuring initiatives were completed on time and within budget, while working with other teams including Operations, Technology, and PNC’s LOBs, Private Bank and OCIO.Responsible for translating innovative concepts and designs into new or improved products and experiences and evaluating potential product development, via new performance reports, system enhancements, and new vendor relationships and offerings, including a major performance system conversion.Additional responsibilities included managing, motivating, and developing the performance of the analysts within the Performance Measurement Group, managing the performance evaluation process, and identifying talent gaps within the team for additional development and staffing.

As a Senior Investment Performance Officer within PNC's Investment Strategy and Services Group, I was responsible for managing the performance system which calculates rates of returns for trust accounts that reside within the trust accounting platform.Responsibilities included reconcilement between data from the accounting system that is interfaced into the performance system, correct and research any transactional/valuation data that may reject due to incorrect information, amend data elements that cannot be corrected via the accounting system but need corrected for performance purposes.Additional responsibilities included research and resolution of potential discrepancies per requests from the line of business, create and analyze various industry and custom financial benchmarks, handling asset corporate actions, and various special projects including audit, benchmark assignment, and financial reconciliation.

As a Performance Measurement Analyst within Investment Operations & Wealth Management Technology, I was responsible for managing the performance system which calculates rates of returns for trust accounts that reside within the trust accounting platform.Responsibilities included reconcilement between data from the accounting system that is interfaced into the performance system, correct and research any transactional/valuation data that may reject due to incorrect information, amend data elements that cannot be corrected via the accounting system but need corrected for performance purposes.Further functions included monthly audit on all accounts that are outliers based on specified benchmarks and to research and resolve potential discrepancies per requests from the Key Private Bank and Institutional Asset Services lines of businesses.

Primary role was on the Compliance Team, maintaining all account and officer compliance items. This included reporting, regulations, balancing, and maintenance.Specific monthly focuses included account documentation, account coding, Annual NPTACs, workflow items, Fee Deviations, pledged account data, and overdraft monitoring.Other focuses included Iron Mountain reconciliation, LexisNexis research, account transfers, Real Estate reports and holdings, letter generations, and IRA distributions.Ensured department follows specific guidelines for fiduciary responsibilities, including laws and regulations such as UPAIA, Reg 9, and UTC.

As a Banking Specialist II within Virtual Banking, I was responsible for assisting Key's clients via virtual communications, such as e-mail and chat. This responsibility included updating account coding, account maintenance, working with overdrafts, ordering documents, and assisting clients with Key's online banking software. I was also responsible for maintaining client setup within the online banking system.

As an AnswerBank Representative within Internal Support, I was responsible for assisting Key's branch network with policy and procedure questions. Responsibilities included account inquiries, requests, system navigation, branch balancing, teller outages, vault assistance, and system maintenance.