• Manage multiple business groups, analyzing key inputs and chapter narratives, to ensure results are integrated into overall Federal Reserve response• Leverage regulatory (CCAR/DFAST), peer analysis dashboards, and policy & procedure development experience to build a consistent thesis

• Worked with the FP&A team to determine impacts on regulatory capital based on scenario forecast analyses• Developed CCAR and DFAST submission for the Federal Reserve; member of the first Ally team to receive CCAR non-objection• Leveraged prior capital market experiences, financial modeling capabilities, and peer analysis to improve the Treasury Capital Management and Funding Desk process • Managed funding requirements for both Ally Financial and Ally Bank; monitored daily cash balances and collaborated with Liquidity Forecasting and Risk teams

• Managed client portfolio construction based on investment analysis (Trust Umbrella), financial modeling, and policy statement development; Led 100+ client relationships, AUM of approximately $150M • Provided clients risk management insights based on prior capital market roles

• Performed fundamental equity analysis, making recommendations for investment decisions on the firm’s Small/Mid/Micro-Cap portfolios; conducted in-depth research for both industry and company-specific trends• Developed peer analysis reports for multiple industries to determine opportunities based on factors such as margin expansion, increasing net charge-offs and inventory turnover• Led meetings with management teams, investor relations, and sell-side analysts; collaborated with Portfolio Managers to develop shareholder communications, providing detailed attribution analysis with a clear understanding of how and where alpha was generated

Successfully traded equities, futures, and options while consistently exceeding revenue targets. Trained, mentored, and managed junior equity traders. Served on multiple investment committees.