Led data risk management functions within Consumer and Community Banking (CCB) Chief Data Office (CDO) focused on data governance & controls and data retention & destruction risk. Recognized as a leader and trusted advisor across the firm by Firmwide CDO team, Lines of Business CDO Risk Leads by establishing partnerships with Legal, Compliance, Controls, Product & Technology firm-wide and across CCB. Managed 13 direct reports, and a matrix team of 300+ namely Records Champions, Product Owners, Data Owners and Information OwnersData Retention & Destruction Risk: Tapped to take-on the Data Risk leadership role to address risk associated with data retention and data destruction. Built from scratch a CCB CDO Records Management Office (RMO), deemed as the ‘North Star’ to model. Influenced firm-wide direction, process and tools.CCB Records Management Office / Programs recognized as a ‘best practice’ for Evidence Review Tollgates for Applications, and Data Retention Classification. CCB RMO Programs were noted as the ‘benchmark’ by which other lines of business are measured. Significantly reduced non-compliance across CCB applications, share drives, Sharepoint sites and physical locationsData Governance & Controls: Hired to define and implement data governance & controls processes and tools to drive compliance with Firmwide Data Risk Management and CCB policies, standards, procedures and controls across several data risk areas. Overhauled the CCB CDO Data Management Council, updated Charter mandates and elevated membership criteria. Designed a formal Request for Information process, communication protocol and reporting to support regulatory exams, audits, compliance and controls testing. Program Management Office (PMO): Stood-up PMO function to drive large scale, cross data risk initiatives and complex programs. Defined intake process, program management toolkit and managed demand / capacity planning

Led portfolio management for Oversight & Control (O&C) programs within $95+ million / 600+ Control Systems Technology global organization, delivering regulatory-mandate-driven technology solutions and firm’s risk and controls agenda. Role expanded to concurrent management of CST Data Mgmt Services, PMO and F&BM. Managed 25 direct reports; Matrix team of 20+O&C Portfolio Mgmt: Designed portfolio reporting standards, which increased quality and accuracy of senior management scorecards and status reports. Achieved compliance with BCBS 239 Basel Committee on Banking Supervision standards and principles for effective risk data aggregation and risk reporting, by delivering data quality, entitlements, and data modelsCST Data Mgmt Services: Improved data asset mgmt by pioneering Data Mgmt Services Center of Excellence. Spearheaded Data Mgmt working group of experts across JPMC to share data best practices, processes and tools in advance of firm establishing Chief Data Office. Aligned CST to firm-wide data mgmt strategy, standards & modelCST PMO: Extended O&C portfolio governance and institutionalized consistent tools and best practices, by establishing formal PMO. Ensured positive project outcomes by defining and institutionalizing SDLC methodology to comply with BCBS 239CST F&BM: Optimized organizational performance by enhancing F&BM capabilities across financial, resource, vendor & talent mgmt; Achieved $6 million saves by infrastructure optimization. Significantly improved financial mgmt, by implementing standing operating procedures, resource model & training plan. Met firm-wide financial target metrics, by applying increased rigor to annual budget/planning process, thorough mid-year forecast, risk and opportunities disciplines and mthly financial reporting improvements. Increased monthly reporting efficiencies by restructuring financial hierarchy. Reduced labor costs by shifting resource mix to 80/20 (FTE/FTC) and implementing offshore location model

Hired to mitigate financial loss and reputation risk by delivering a golden source of client data; managed multi-year strategic and regulatory projects to improve client data quality, address changing regulatory mandates and increase operational efficiencies. 8 Directs; 40+ Matrix team• Enabled CS to meet Dodd Frank regulatory requirements by stepping in to turn around significantly delayed project and delivering party / counter-party data solutions, account set-up remediation and front/middle office/operations process and system changes• Role expanded to lead Derivatives Regulatory Reform Reporting program; delivered data profiling, and account remediation on-time to meet mandates imposed by European regulation (EMIR) and Hong Kong / Singapore regulators (FSA, HKMA, SFC, MAS) • Generated 300+ business requirements and use cases for data acquisition, maintenance and distribution, by leading collaboration with Client On-boarding, Know-Your-Client (KYC), Legal, Compliance, Credit and Operations (client account opening). Fast-tracked strategic client master Request for Proposal (RFP) ahead of plan and influenced end-to-end business process mode• Defined approach and led requirements definition for Common Services that will provide Reference Data and Quality Management across the strategic platform (i.e. entitlements, search/retrieve, exception management, reporting, audit, service request, data profiling, cleansing, archive)

Hired to program manage governance and support of Global Equities build-out with initial focus on Program Trading, expanded to include Single Stock and Electronic Trading, ensuring front-to-back capabilities for NAMR, EMEA and APAC; including requirements (BRD), user acceptance testing (UAT) and key deliverables across diverse business, functional areas and technology organizations (Front/Middle/Back Office, Legal, Compliance, Regulatory Reporting, Credit/Market Risk, Finance, Tax). Managed 60+ global matrix team • Mitigated reputation risk and financial loss by rescuing underperforming testing activities for Japan Go-Live; within three days; assessed problems and identified root-causes, recommended remediations and remained on-site to lead testing phase in Tokyo • Requested by Front Office Chief Operating Officer in Hong Kong to lead testing for Non-Japan Asia Go-Live onsite in Hong Kong • Identified test-case failure root-cause; worked with teams to remediate end-to-end Front / Middle / Back office testing environments, resolving market data and party / counter party account setup issues and improving data quality (integrity, completeness, timeliness)• Improved program outcomes and testing quality by designing and delivering Testing Transformation Program; developed comprehensive end-to-end process, procedures and tools. Established environment setup checklist and implemented robust controls• Led Cost Transparency program in defining a strategic Expense Management solution for COOs and Intelligent Spend Portal for Managers/Staff to monitor, control and reduce cost.• People Forum 2011: Career Pathways (Job families, roles, skills, training, promotion, mobility). Diversity (Retention)• Director of Communications for Americas Women’s Initiative Network (WiN); Mentor YWCA Women Empowerment Network

Managed $15 million multi-year global strategic initiative to improve client service quality, reduce costs and lower risk, by delivering best-in-class client-facing digital product. On-site for Pilot in Tokyo & Sydney. Supported Sales and Relationship Management in client bids. Built/managed internal team of 15 resources (PMO, PMs, BAs) and managed 40+ cross functional matrix team across multiple organizations and regions• Achieved client satisfaction scores of 95%+ in most surveyed categories, by implementing strategic digital product offering driven by customer journey mapping, through twelve releases, on-time and below budget, yielding $2.1 million favorable variance• Positioned JPMC as market leader in on-demand inquiry management and reporting tools, gaining sustainable competitive advantage• Expanded JPMC brand image by delivering global client implementations for largest complex client, top insurance clients, pension funds and global investment managers; providing access to custody and fund services inquires, resolution status and metrics• Enhanced benefits to clients and JPMC by facilitating multi-tiered service model and lower-cost location strategy• Performed competitive intelligence, designed marketing / distribution strategy, and evaluated customer needs to exceed expectations• Conducted Usability studies in London and NY. Provided Onsite support for Pilots in Asia (Tokyo, Sydney, Canberra).

Vice President/Senior Product & Program Manager – Worldwide Securities Services, Client Services (2006 to 2009)Vice President/Senior Program Manager – Investment Bank Prime Brokerage Technology (2004 to 2005)Vice President/Senior Program Manager – Chase Financial Services Technology (2002 to 2004)Sr Managing Consultant/Program Manager – Investment Bank Global Equities Technology & Operations (1995 to 2002)

Managed CFS Cost Saves PMO and delivered support for firm-wide Technology Council, in collaboration with CIOs and executive management• Achieved $200 million run rate saves over three years for CFS; implemented Chief Technology Officer Contracts, Chief Information Officer Quarterly Scorecards and Chief Executive Officer Business Performance Reviews. Collaborated with Chief Finance Officers• Delivered firm-wide Technology Council – CIO Application Delivery Excellence Program (Resource Strategy, Portfolio Rationalization / Architecture Optimization, Capability Maturity Model (CMM), Six Sigma and Development Tools)

Delivered consolidated web-based digital product to Prime Brokerage clients across multiple asset classes, by integrating be-spoke platforms and reporting tools; managed team of 5 (Project Managers, Business Analysts, Data Modelers). Interacted with teams in multiple regions• Reduced costs and time to market by expanding reporting capabilities to support FX, Interest Rate Derivatives and Fixed Income• Transformed user experience through standardized style guide, simplified navigation and cross-product integration• Delivered business requirements, functional specification, data models, and test cases/scripts.

Led six strategic business and technology initiatives, Phase3 product development - critical firm-wide Core Operations system; Global Straight-Through Processing (STP) and trade matching. Managed Front Office Order Management Systems (OMS) and middle office trade support / client service applications testing activities for Global Equities build-out in NAMR, EMEA and APAC. Led 40+ matrix team• Led Industry Initiatives: moving settlements from trade date plus five to three days (T+5 to T+3); extending trading hours before / after close; STP and trade matching; Initial Public Offering (IPO) Penalty Bid Tracking and Y2K - Collaborated with Depository Trust & Clearing Corporation (DTCC), Goldman Sachs, Merrill Lynch, Bank of NY (BNY) and SunGard Brokerage Systems in delivering DTCC’s IPO Penalty Bid Tracking System. Enabled DTCC progress by providing subject matter expertise and thought leadership as industry working group founding member. Influenced Phase 3 solution - Ensured uninterrupted business performance by managing Global Equities Y2K program. Member of JPMC Y2K working group • Ensured uninterrupted Middle Office and Operations performance (Trade Support, Settlements, Corporate Actions, Margin & Loan, Purchase & Sales), by delivering 24 Phase 3 releases on-time and of high quality; transformed Phase3 Core Operations system end-to-end product management and quality assurance management. Migrated Phase 3 support and infrastructure to Managed Service• Enhanced support for global trading desk/floor clerks and client service workstation, by delivering innovative touch-screen technology; managed testing for Front & Middle Office applications; eliminated operational risk by building a segregated user acceptance test lab

Lehman Brothers, NY, NY: Collateral Manager & Trade Support, Equities Derivatives Middle OfficeTransformed Collateral Management function for Equity Derivatives trading activity in Mexican, Argentinean and US markets through establishing operating policies/procedures, audit control function, and workflow automation. Initiated reconciliation of client contractual agreements and implemented corrective actions to addressed discrepancies. Reduced financial risk of collateral obligations.

America Agip NY, NY: Trade Support & Financial Reporting, Sales Front OfficeTracked international oil/gas markets and maintained pricing sensitivity program used for forward contract negotiations. Controlled monthly and year-end financial reporting for $200MM company for 300+ movements of company product (i.e., P&L, Purchase & Sales, Cost Analysis). Reduced financial risk through implementing audit controls, operational improvements, and cost accounting standards. Represented company in audit by a public accounting firm, resulting in monetary savings for company.

Collateral Management & Trade Support - Money Management Front OfficeDelivered day-to-day collateral activities (mark-to-market, margin calls, eligibility analysis, substitutions, reuse), draws/deposits, and position reconciliation for 1,200+ investment agreements for in-house and third party contracts. Improved collateral optimization, which reduced borrowing needs through defining and implementing reallocation strategy. Reduced financial risk and increased productivity by automation.Portfolio Analysts - Money Management Back Office OperationsDelivered day-to-day investment portfolio accounting activities for Government, Agency and Municipals which included Valuations, Fed Call & Tax Reporting, Stock Record (FIFO), Asset Reconciliation (sub-ledger to general ledger, custodian statements to book of record), interest income/accruals, pay downs.