• Collaborate with GBAM stakeholders and technology to ensure the accurate flow of client data across the organization • Drive innovative technology solutions through thought leadership on emerging trends • Share project solutions and outcomes with colleagues to improve delivery on future projects• Conduct discovery exercises, write requirements & design documentation, and coordinate delivery of the solutions

• Manage 900mio € worth of retail deposits for 11 European financial institutions by developing funding strategies based on current economic conditions, market trends, and customer behavior • Forecast and model fixed-term deposits to determine interest rates and maturities to meet clients’ short and long-term liquidity demands• Collaborate with Clients, Sales and Marketing to develop market entry strategies illustrating funding proposals and concepts to ensure stable deposit volumes

• Develop financial reports for senior management and external investors• Evaluate internal business processes, discover areas for improvement, develop and implement optimizing solutions• Create content for social media channels providing company updates and stock and crypto-currency price and volume performance

• Analyze and redesign existing reports into powerful storytelling data visualizations using Tableau, providing senior management with more visibility into their teams daily operational tasks• Propose process flows and operational strategies to streamline tasks promoting efficiency• Optimize reporting from largely manual data entry practices to automated processes by consolidated overlapping tasks from various lines of business• Document business requirements to ensure the proper data is delivered to internal and external auditors

• Revise standard operational procedures improving data accuracy and consistency for several applications storing KYC information• Document daily procedures and processes to decrease the number of operational errors• Liaison between operational and technology teams to develop data governance practices and tools enhancing internal application workflows• Ensure the accurate processing of corporate actions, including the proper authorization of all corporate actions events leveraging Bloomberg Terminal and S&P Global

• Develop and manage MS Access databases gathering corporate actions for various exchanges globally• Analyze, interpret and convert statistics into charts and graph summarizing my findings to management • Develop and maintain the research team’s procedure documentation, including authoring procedures that adhere to federal rules and regulations

• Deliver personalized investments solutions to help clients work towards their long-term financial goals• Recommend financial products & services suitable to clients' needs• Develop and deepen client relationships alongside my mentor• License in Virginia Life, Annuities & Health Insurance