Responsible for strategy and product development roadmap for earnings related Bloomberg terminal functions. Identify and implement product features based on customer interviews/quantitative data, industry research, and competitor analysis. Oversee relationship of content providers. Direct the allocation of engineering resources to complete work on UI and backend systems.

Responsible for oversight of Americas risk for broker/dealer & sell-side equity OMS. Assists executive leadership with assessing and providing recommendations for strategic and tactical problems.• Program Development & Governance: Developed risk program that reduced operational errors & increased transparency; Developed Operational Business Continuity Plan; Co-manage risk oversight committee. Maintain governance of 20+ key business activities; Implemented control management, reducing financial loss 25% YOY.• Data Analysis & Management: Perform deep dive analysis, presenting & recommending organizational change initiatives to senior leadership; Oversee enablement process for access to sensitive data for 40 roles, from community-wide to restricted data access. • Acting Head of Commission Management Services: Defined & implemented commission management business model, increasing revenue & reducing overhead. Collaborated w/ Product Management & Engineering to develop a research payment account solution for both global customers & regulatory (MIFID 2) requirements.

• Corporate Governance & Training: Collaborated w/other senior leaders to implement an initial governance structure. Independently coordinated & delivered classroom training to 500+ employees, raising awareness on topics like: operational risk, vendor oversight & financial industry trends.• Growth Development & Risk Management: Designed & implemented global operational risk program in an Agile (SDLC) environment. Advised C-suite on client growth profiles. Directed internal & external risk-assessment resources, leading to new product requirements enhancing TS's ability to identify & respond to service disruptions.

Member of growth acquisition team responsible for initial assessment of acquisitions. Led recruiting efforts, including screening & hiring of candidates. Exceeded annual sales goal of $2M USD.Sample projects performed • Operating Model & Process Improvement: Led assessment & future state development of a Global Asset Manager’s (AUM >500 billion) compliance department. As of 2017, this has enabled the asset manager to support an asset growth of double its AUM (approx. 1 Trillion). • Designed & performed a cost-benefit analysis for an operating model that consolidated a bank’s broker-dealer, securing an initial $20M in savings & an additional $5M in savings each subsequent year.• Operational Analysis & Team Leadership: Led the global engagement evaluation of a prime brokerage at a global bank. Directed a 30-member team to consistently develop & present project deliverables on time. Aggregated & synthesized 7 reports into a single, cohesive report, securing an additional $200K in contracts.• Regulatory & Reputational Risk Assessment for the front office of a Global Asset Manager (AUM >1 Trillion). Presented recommendations on: key controls, organizational structure, resource alignment, etc., that led to the identification & implementation of 100+ controls across 5 different businesses.

Managed day-to-day activities & projects and was responsible for the development of 5 junior associates in the firm.Sample Projects Performed:• New Services Assessment: Assisted a Global Asset Manager (AUM >1 Trillion) with the development of a trust operations outsourcing model. Evaluated current state of operations (including technology & capabilities) to offer similar services to existing & future clients. Developed business case identifying critical funding & activities required for new offering.• Acquisition Integration & System Implementation: - Project manager for a Global Fund’s (AUM >1 Trillion) acquisition of a competitor. - Managed shareholder services, fund accounting & service provider management post-merger integration work streams. - Coordinated conversion processes with US & European business units. - Managed implementation of accounting system at a large Hedge Fund (AUM >$20B). - Led gap analysis & facilitated meetings w/ C-suite to confirm system configuration.