• Worked cross-functionally to help lead the creation, launch, and scaling of Cash App Investing. • Subject matter expert for complex financial products, launches, and scaling infrastructure.• Provided legislative and regulatory guidance and feedback for innovative products.• Managed team operations; developed and improved investment and financial product infrastructure.• Built and oversaw Cash App Investing's compliance program.

• Subject matter expert for complex financial products, launches, and scaling infrastructure.• Provides legislative and regulatory guidance for innovative products and organizational structures.• Oversees client brokerage integrations and integrator relationships.• Oversees all brokerages operations.• Manages team operations; develops and improves investment and financial product infrastructure.• Oversees and improves existing compliance program; manages AML, fraud, and general compliance programs.

• Worked with regulators to successfully manage the conversion of Vault (acquired financial company) to Acorns. • Built and managed ongoing financial compliance program.• Provided initial product specs while meeting complicated state and federal regulatory and reporting requirements.• Managed successful audit of Acorns’ subsidiary Vault Investments. • Managed Vault team operations; developed and implemented financial operations roadmap, improving and building out investment and financial product infrastructure.• Created and executed lean strategies to increase productivity and efficiency.

• Provided legal and regulatory research for the state retirement savings program, OregonSaves.• Co-authored Treasury’s HB 4021 Student Loan Refinance Report; presented research findings to the state legislature.• Managed internal and external research requests; conducted research, analysis and made recommendations on legislative and policy issues. Produced corresponding research on consumer finance issues as needed.• Developed strategic policy goals and implemented path for advancing goals.• Testified, communicated with and briefed members of the state legislature, their staff, and agency officials.• Briefed elected officials on legislative or policy matters potentially impacting OST. • Worked with OST staff to develop fiscal impact statements for legislation affecting OST.

• Built firm's compliance infrastructure; building out new processes and firm-wide policies; successfully managed CHP’s first broker-dealer audit.• Formulated and implemented retirement saving plans and portfolios.• Traded securities, maintained client investment models and rebalanced portfolios annually.• Built and maintained ongoing relationships with individual clients and small business owners. • Possesses Series 65 Investment Adviser License.• Managed 401(k) plan, provided asset allocation advice and education for participants and new enrollees.

• Co-led the rollout and management of 11 pilots and research contracts awarded under the U.S. Department of the Treasury's Financial Empowerment Innovation Fund. The Innovation Fund supports policy research and development in the areas of payments, retirement savings, and financial capability. • Identified and built strategic partnerships with industry leaders and stakeholders in order to collaborate, improve and raise the awareness of the Innovation Fund’s policy initiatives. • Provided economic and policy research; contributed to the development of policy initiatives.

• Analyzed state budgets; quantitatively and qualitatively evaluated relationships between fiscal policies and other regional economic indicators.• Monitored legislative, regulatory and policy developments regarding middle-out economic policies. • Managed extensive datasets and information relating to domestic financial policies. • Statistically analyzed project data, while contributing to corresponding policy and research briefings.

• Assisted the Business Manager in the development of DERA’s proposed FY2015 budget.• Supported Commission staff with policy research.• Participated in seminars/ workshops on various aspects of federal securities laws.

• Acted as the primary liaison with company’s external business partners, vendors and community. • Audited company-wide compliance with FDA regulations and facilitated necessary actions in order to conform with regulatory requirements. Produced and distributed corresponding weekly progress reports regarding team’s progress toward full compliance.• Developed surveys for market and product research; produced corresponding marketing products.• Produced comprehensive donor and funding reports. • Managed majority of company's human resource needs.