Global product lead for Equity Trading and Investments businesses. Lead all change management, workflow implementation, and regulatory impacts for all of the equity business. Owner of all order and trading workflows in Aladdin and Portware EMS. Chief business lead for all operations and business management for equity trading. Including management of all sell-side broker relationships, end-to-end trading workflows, commissions management and commission sharing agreements (CSA)Implemented the execution management system (EMS) Portware for all trading desks globally. Accounting for $83T of principal traded annuallyImplemented the global rollout of the equity trading desk, including reorganization of trading workflows to align all trading to supported regions of traded markets, resulting in savings of 5 full-time traders

US Head of Aladdin Product Management team leading global business transformation and responsible for all workflows and business processes in Aladdin order management system (OMS).Aladdin product lead for strategic implementations and global change management programs, including regulatory and platform implementations. Led global implementation of BlackRock Solutions Aladdin platform for Americas, Australia and Europe across all asset classes for front office, risk and operational teams

US Head of Project Management for all front office, operations and risk teams. Including all global initiatives for change management, platform and regulatory implementations. Implementation of regulatory SEC Liquidity rule 22e-4, including all risk oversight of liquidity classifications, daily monitoring and reporting, and technology automation of monthly liquidity submission to the SEC.Creation of the resource allocation and budgeting process for global projects. Including ease of use for project sponsors to approve through one-click of resource hours and project status approval.

CCB Risk Program Lead for Federal Reserve SR11-7 Model Remediation initiative.

Senior risk management leader with extensive understanding and detailed knowledge of Business Operations, Data Governance, and Enterprise/Operational Risk within asset management. Expertise in developing and implementing operational risk policies and procedures, including using key tools in presenting to senior management and risk committees. Background in project management within Data Governance, recognized for the ability to drive complex data model implementations including Private Equity, Real Estate and Renewable Energy asset classes onto Aladdin platform. Skills include:• Extensive knowledge of Enterprise Risk tools: Risk & Control Self-Assessment (RCSA), Key Risk Indicators (KRI), Risk & Control Issues (RCI) and Key Performance Indicators (KPI)• Developing and driving project plans for system enhancements regarding regulatory changes including: Dodd-Frank, CCAR, ERISA and Threshold reporting• Providing Operational Risk leadership and guidance of OCC, SOX and external client reviews• Tools including: RSA Archer, Bloomberg, SQL, Aqua Data Studios, Aladdin, Clarity, Visio