- Led global Client Data team, overseeing daily operations, project execution, and process improvement- Served as primary liaison and thought leader for data initiatives, improving processes through analytics- Directed team strategy implementation and upskilling to enable a 24-hour trading desk support- Conducted performance reviews, offered training, and built a positive team culture from the ground-up- Recruited and developed a distributed team, instilling a culture of accountability and trust- Managed key vendor relationships and implemented department policies and Business Continuity Plan- Served as product owner for Scrum teams, guiding issue resolution from start to release using Agile- Proficiency in Data Governance, Eagle, Aladdin, Alert/GC Direct, SQL, PowerBI, and Tableau- Acted as Board Member at-large for NT Pride, planned and led events for office DE&I group

- Managed onboarding of institutional client mandates, segregated accounts, fund launches, offboards, and other lifecycle events for the North American region- Led regular project meetings both virtually and in-person to communicate status updates, risks, timelines, and next steps to multiple internal and external stakeholders- Formed active partnership with sales, investments, client service, operations, and business stakeholders- Developed, documented, and implemented process improvements through collaboration with internal and external teams where process wasn’t already in place- Worked with industry peers to determine best practices, and then implemented solutions to Aviva’s model- Modernized workflows to utilize collaborative tools and led multiple virtual trainings to increase adoption across global workforce- Founded Pride group as first Diversity and Inclusion group in the North American region

Associate – Alternative Investment Client Services - Facilitated onboarding of institutional clients into alternative investment funds - Developed and implemented new client onboarding tool from ground up - Led global team through FATCA remediation for 8,000+ clients across US, Europe, and Asia - Coordinated ongoing review of client tax documentation - Current board member of the LGBT Diversity Group and spearheaded the first cross-company eventAssociate – Private Equity Fund Services - Coordinated life cycle events for funds - Transitioned critical fund closing process from New York to Chicago - Authored compliance reviewed procedures for fund closing process - Organized and reconciled fund closings for client orders totaling over $4 billion Senior Analyst – Derivative Operations - Confirmed trade and cash settlement details with clients - Streamlined existing processes to comply with evolving industry regulations regionally and globally - Monitored risk control, internal, and external reports to resolve discrepancies - Presented cross product training and projects to global teams and management - Trained new hires to the team including new college graduates, interns, and experienced hires - Organized team and cross department social events to promote team culture

- Assisted high opportunity clients to consolidate assets and performed general account maintinace - Cross sold clients into additional services within the firm - Led customer experience goal group and organized meetings to deliver client feedback and metrics - The first (and only) member of the official Fidelity LGBT diversity group in Utah