• Retained by J.P. Morgan to maintain, integrate and decommission First Republic Wealth Management digital sales capabilities and capture $100B+ in assets from the acquisition while reducing unnecessary go-forward costs• Delivered Salesforce data migration effort to provide heritage First Republic client information to transitioned J.P. Morgan Wealth teams, enabling decommission of heritage First Republic Salesforce and $5M in annual savings• Introduced prototyping techniques to quickly identify system impacts and remove unnecessary Salesforce vendor packages, saving $750K annually

• Established prioritization process to identify and deliver over thirty capability improvements – a 90%+ increase YoY – driving revenue and cost savings by reducing account opening time• Removed Funding Task to reduce account opening time by 25%, driving revenue and cost savings• Decreased request response times by over sixty percent through deployment of case management and request tracking capabilities, driving compliance and operational efficiency while reducing servicing costs and increasing revenue

• Rolled out integrated, enterprise-grade B2B appointment scheduler enabling Early Tenure Account Development teams to improve performance by over 200% and more efficiently drive revenue growth• Increased sales channel efficiency by 100% with new marketing intelligence capability, driving revenue growth through adoption of marketing insights• Reduced time-to-market for new sales campaigns from months-to-days, driving cost savings and revenue growth

• Removed 80k duplicate leads and deployed prevention measures, saving time and driving growth for sales• Decreased delivery time by six months for lead de-duplication by identifying an appropriate vendor vs. custom solution• Rolled out vendor solution for lead de-duplication resulting in $1.1M one-time and $650K annual savings

• Delivered custom campaign tracking to track marketing effectiveness and growth• Established and rolled out data quality standards to enable data-driven sales and marketing strategies• Implemented integration between client-facing digital properties and Salesforce.com to improve client experience