Data Strategy, Governance & Tech AlignmentResponsible for coordinating key business and operations milestones with stakeholders by collaborating with trading & operations leadership to organize product backlog, communicate priorities with technology partners, and ensure functional product alignment with strategic goals and regulatory requirements

Led geographically diverse 12-person team in a hybrid scrum model as combination Product Owner / BA with responsibility for stakeholder collaboration, roadmap planning, solution design, and risk management. Progressed organization's digital transformation across several capital markets business lines using cloud-based, low and no-code application solutioning and robotics process automation with focus on prioritizing STP, auditability and process optimization.

AVP in Client Service, acting as key liaison to the Fund Treasurer with responsibility for qualitative aspects of service delivery, including oversight and improvement. Oversaw numerous initiatives as functional project manager, with a project portfolio spanning a variety of disciplines from regulatory reporting procedural improvements, annual 15(c) Fund Board attestation process, non-standard fund event oversight, KRI creation and monitoring, team professional development, and fee negotiation implementation.AVP on the Revenue Cycle Management team responsible for pricing governance in Global Services Americas, EMEA and APAC.

Global Clients Division Relationship Manager, stimulating client satisfaction as an internal advocate, supporting a book of client partnerships with over $500B in AUM. Engaged in successful client relationship renewal and expansion opportunities, coordination of regulatory / revenue lifecycle governance initiatives, and driving alignment with my client’s strategic priorities.Associate 2: Oct. ’16 to Oct. ‘17Senior Associate: Nov. '17 to Mar. ‘19Officer: Apr. '19 to Present

Worked independently alongside Cohn Reznick Technology Risk Consulting Practice Team on implementation of IT fraud protection and security routines. Demonstrated aptitude to quickly learn then apply both technical and abstract concepts. Engaged with clients and coworkers from the associate to the executive level to determine project goals and deliverables

Utilized MUNIS to document traditional Human Resource elements, i.e. new hire information, certifications. Determined employment/volunteer qualifications for applicants through multiple methods of backgound analysis (CORI, SAFIS). Maintained an active database of educator professional development credentials

Managed and updated databases used in day to day operation by compiling then analyzing research done independently. Played integral role in client facing 509 college saving plan advising. Distributed retirement correspondence to a wide variety of consumers.

Acted as liaison to external insurers (flood, property) to ensure coverage of collateral propertiesAssisted Insurance Servicing Department through the transition from physical to digital documentationMaintained a database of client insurance compliance documentationOversaw reorganization of secure client information across multiple locations