• Client Needs Analysis: Researched and assessed online account access requirements for institutional money market fund clients utilizing internal platforms and the Wells Fargo CEO portal.• Leadership in Institutional Digital Solutions: Directed the development of the Allspring Institutional Digital Investor websites, managing documentation, user testing, and production releases.• Cross-Functional Collaboration: Partnered with teams from Allspring, Wells Fargo, and SS&C to develop new trading applications for institutional money market clients, enhancing functionality and client experience.• Streamlined Client Access: Launched a trading application incorporating Wells Fargo Bank CEO Portal single-sign-on and an additional site for non-affiliated clients, ensuring seamless access.• Project Delivery Excellence: Completed the trading application project two months ahead of schedule, delivering a platform offering real-time trading, account management, and reporting capabilities.• Operational Support: Supported institutional trading application service and sales teams in daily operations while managing site administration functionalities.• Relationship Building: Fostered strong, long-term partnerships by emphasizing collaboration and mutual support among all project stakeholders.• Business Transition: Successfully executed projects within large organizations, showcasing expertise in decommissioning and separating technologies, including leading the transition of Allspring’s systems and technologies from Wells Fargo.• Fund Launch Management: Collaborated with internal and external teams to successfully launch over 50 new funds, including two DE&I-focused funds in partnership with Roberts & Ryan and Native Forward.

• Client Needs Assessment: Analyzed online account access requirements for institutional money market fund clients utilizing internal trading applications and the Wells Fargo CEO portal.• Enhanced Client Access: Delivered a new application enabling over 200 companies to trade and manage accounts through a single access point on the Wells Fargo CEO portal.• Regulatory Implementation: Worked with steering committees to implement 2014 Money Market Reform regulations, addressing the risk of bank runs like those in 2008.• Client Classification: Supported Money Market Reform teams in differentiating between institutional and retail clients to comply with regulatory requirements.• Procedure Development: Participated in creating workflows for fluctuating NAV money market funds, ensuring accurate pricing flow between vendors.• Crisis Preparedness: Partnered with internal and external teams to develop procedures and communications for implementing fees or gates in the event of another financial crisis.• Data Review and System Updates: Collaborated with the NSCC steering committee to review hundreds of social code descriptions, classify client types, and implement system changes.• Rebranding Transition: Facilitated the transition from Wells Fargo Funds to Allspring Global Investments by coordinating updates to fund names across systems and client-facing applications.• Process Optimization: Developed detailed Holiday Procedure documentation to manage complex updates for market early closures across websites and transfer agent systems.• Cost-Saving Initiatives: Partnered with the Legal team to analyze Blue Sky Large Trade Sales reports, identifying updates for 20 clients and system settings that streamlined processes, reduced daily research time, and saved on state sales fees.• Fund Launch and Maintenance: Collaborated with internal and external teams to launch and update over 500 funds (CUSIPs), ensuring seamless implementation and compliance.