Consultant - PM on Loan Operations transformation program:- Provide expert advice on transformation of operational processes and systems needed for regulatory finding response, included staffing development and retention- Perform business analysis and reporting for Line and Senior Managers on data quality and operational performance vs. policy targets, including gaps and critical path analysis - Develop action plans and act as PM to drive changes in systems, operations, and training

2021 - Management Reporting - Data Management Office:- Design operational processes and individual reports for MI Reporting of US Data Office2020 - Operations Consulting on Libor to SOFR loan conversions.2020 - Program Manager - Global Wealth Management: - Provide oversight and consulting for Americas portion of global LIBOR transition program

Drove operational improvements across the firm by establishing governance through data quality and performance metrics combined with robust management reporting- Consulted with senior managers to develop dashboards and presentations for their use- Partnered with technology to develop data systems and tools for analysis and reporting- Worked with line managers across the firm to develop forward looking KPI's- Curated monthly reviews of operational results from root causes through to remediations

Operational support for over 450 publishing Equity and Fixed Income Analysts around the world, including over 1,000 data feeds, analytic tools, models, and publishing platforms - Partnered with senior management and line analysts on driving development priorities - Coordinated with Compliance, Legal, and Risk to meet upcoming MiFID II regulations - Planning and governance of technology initiatives, both direct IT builds and vendor applications - Responsible for project execution from inception through adoption.

Founding member of S&P's Data Center - established firmwide data strategy, governance, and best practices for systems, quality standards, procedures and processes - Spearheaded a market data and analysis effort impacting over $200M in incremental revenues - Initiated operations increasing data quality while saving over $20M annually - Reduced firmwide operational risk by centralizing default and recovery statistics