Elevate success of Managed Solutions & Strategy team within J.P. Morgan Wealth Management. Provide manager selection, investment research, and due diligence, in a consultative role. Build solutions to assess fund universe, identify high quality portfolio strategies, and make recommendations on funds to include on investment platform. Enhance governance and streamline processes by conducting needs assessments and implementing digitization tools. Engage with asset management companies (fund houses), data providers, and internal stakeholders including multi-asset solution teams, governance, investor services and portfolio analytics group, to onboard funds. Produce research reports, investment reviews, and investment performance books.➤ Drove automation of AUM reporting and investment performance review for 3K+ investment products. ➤ Transformed fund capacity, liquidity, & portfolio concentration monitoring process for 900+ onshore strategies. ➤ Improved manager sourcing, qualitative & quantitative review, and ongoing fund performance monitoring.➤ Elevated performance of vehicles by researching and monitoring changes related to major fund houses. Implemented tools to evaluate investments in hedge funds, PE funds, ETF, UCITS, SMAs, and mutual funds. ➤ Expanded product offerings, solved business challenges, and remediated regulatory issues by through research and resolution of issues related to performance governance. Addressed concerns during audits. ➤ Resolved operational issues/discrepancies for opportunistic, thematic, and other multi-asset strategies.➤ Supported Investment Solutions group by advising on business strategy and product development. ➤ Facilitated implementation of Research Management software by performing vendor analysis and testing.➤ Reduced risk of investing in unsuitable investments by working closely with Investment Risk team to rebalance portfolios and ensure adherence of strategies to investment mandates.

Drove success and growth of firm in both client-facing and practice management capacities. Led a variety of strategic consulting engagements for global financial services clients.➤ Enabled firm’s new competitive strategy to develop integrated financial solutions for wealth management clients by conducting market analysis focused on client segmentation strategies and advisor trends. ➤ Delivered six-figure contributions to the firm by securing project extensions and focusing on business development. ➤ Designed reorganization strategy for a global investment bank, aligned with cost reduction and operational efficiency programs. Liaised with payments, structured credit, commodities, and trade finance stakeholders.➤ Advised a regional bank following acquisition by a foreign bank on creation of a U.S. entity. Performed analysis and integration planning.➤ Led change management for a yearlong credit risk management engagement for a leading U.S. bank. Conducted exposure measurement and assessed counterparty credit risk and default risk. Banking & Wealth Management • Regulatory & Risk Management • Organizational Strategy

Provided strategic guidance and advisory services to several of the world's largest financial institutions to improve operational efficiencies, reduce cost, and ensure compliance and remediation with new regulations such as Dodd-Frank. ➤ Managed post-merger finance integration, including equity and emerging markets trading book migration.➤ Presented a solution to rationalize legal entities and optimize finance for a large investment bank. Interviewed finance, risk management, and regulatory reporting executives to understand business challenges and gaps. ➤ Prepared bank and broker-dealer clients on new Dodd-Frank Act and FINRA regulations, including consulting on impact of financial reform and trade reporting compliance. ➤ Led a global resolution and recovery planning engagement for a European bank. ➤ Contributed to practice management. Expanded KPMG Knowledgebase by researching and writing artifacts. Engaged in business development and developed proposals. Banking • Capital Markets • Regulatory & Risk Management • Finance Process Optimization • Strategy & Business Transformation • Post-Merger Finance Integration (Finance PMI)

Served as business analyst and product manager within alternative investments group. Led fund launches and conversions, collaborating with fund managers, custodians, broker-dealers, relationship management, trade preprocessing, operations, fund accounting, tax, legal, investor services, compliance, and risk reporting teams. ➤ Contributed to expansion of number of funds under administration by 120+ onshore and offshore funds. Facilitated trades by optimizing products across trading, risk, operations, and fund accounting systems. Formulated alternative investment solutions for hedge funds and fund of funds.➤ Facilitated acquisition of a fund solutions competitor by conducting due diligence. Gained market intelligence through research and analyzed funds’ holdings. ➤ Streamlined investment operations across a full spectrum of hedge fund strategies, domiciles and structures. Evaluated client relationship managers’ and fund managers’ business requirements to propose solutions. ➤ Performed due diligence and integration planning. Created target operating model. Conducted benefit-cost and synergy analysis on new technology investments to provide competitive fund solutions. ➤ Transformed trade order management for a $27B+ AUM global macro hedge fund client. Integrated client’s new trading system onto State Street platform, partnering with system vendor, trading, middle office, back office, and technology on migration to ensure seamless transition and business continuity. ➤ Improved efficiency for ~400 private equity and 1K hedge funds by conceptualizing, establishing proof of concept for, and leading in-house development of, an innovative solution to automate financial reporting. ➤ Supported firm’s clientele of top hedge fund managers by providing information and responses on services.Alternative Investment Solutions • Hedge Funds • Fund Accounting • Investor Services • Operations • Strategic Planning • Project & Product Management