Division: Group Data Management - COOThe PMO ensures GDMO’s service area operations comply with C&IO’s internal policies. We operate centrally to oversee cross-risk and change management, provide comprehensive portfolio reporting, and continuously analyze the operational landscape to identify and mitigate inefficiencies.

Division: Group Finance

Division: Group Finance Future Operations- Team is responsible for large scale quarterly financial planning for ICAAP & CCAR. (Internal Capital Adequacy Assessment Process / Comprehensive Capital Analysis and Review)- AH LLC Capital Plan Narrative Planning. Team project manages the development of the narrative as part of CCAR annual FRB filing requirements. Process Documentation- Team establishes and maintains the standards in documenting the quarterly ICAAP and annual CCAR production process. - Team is responsible for consolidating the final process documentation as part of the annual CCAR submission to the FRB.

** Invesco M&A with Oppenheimer Funds **

- Project work; Invesco M&A prep for process/system integration, lead system trading update for UMBS regulatory issuer merger, automation initiatives- Recommend appropriate data validation needs and help shape visualization tools- Responsible for clearing month and year end data validations by analyzing data consumption and context- Manage data operation initiatives with development teams

- Security Master SME- Responsible for all security setups for FI and EQ desk - Coverage ~20 portfolio managers - Setups built in Bloomberg & Charles River - Vendor management (BBH, Bloomberg, CRD) - Fast Add Automation- Monitor and clean data validations

- Responsible for the end-to-end operating environment for the investment grade credit desk from a derivatives, trade support, setup and AUM prospective - Change management project exposure

- Assisted senior managers with Global FIMO decks and presentation- Benchmarked deep dive - Matched investment standpoint with performance data- Trained managers on GAT system, as a result they chose to implement the system into their work teams

- Project Manager on PeopleSoft/PODS international upgrade- Engaged with VP on Hartford Life Insurance merger acquisition- Outreached to mutual fund companies in order to attain closing net asset values - Transfer grid of intake files into a process mapping

- Designed robot logo in Solidworks and built it using CNC machine.- Robot competed against others and came in first place within the class.

- Daily customer recruiting and outreach - Secondary research initiatives- Prep focus group sessions

- Attended workshops to learn from top executives about life insurance, retirement, and annuity products.

- Attended workshops to be introduced to the global medical technology developed and manufactured. - Interacted and learned about medical devices, instrument systems and reagents within the business.

- Member of New Member Executive Committee. - Chair of the New Member Finance Committee. - Manage fundraising and collect receipts to ensure accounting was accurate. - Mitigate conflict and ensure order is maintained during meetings.

- Created advertising flyers/invitations to off-site events. Filed confidential and time sensitive files.- Determined logistics of off-site meetings such as locations, lodging and transportation andcreated itineraries to be distributed to brokers. - Learned Agile Development methodology and experience with the Project Management Lifecycle.

- Coached group and private ice hockey and figure skating lessons.- Hosted and organized private events.

- University outreach to obtain details such as contact and budget information in order to generate data and perform analysis.