Defining and leading strategic initiatives across Infrastructure, IT and Security teams; Building and modernizing the data ecosystem and tooling to increase productivity and efficiencies with our product engineering teams.

Built multi-year plans to drive data modernization initiatives in which provisioning of 70+ data sources feed into a centralized Customer Data platform; Designed and presented POC’s for new and upcoming technologies to automate manual analysis and remediation processesOversaw and managed Pro-Bono projects for Non-Profit clients, providing insights recommendations and plans to further their missionsAssisted in enterprise wide re-organizations and employee re-alignments based on skill-set and offering / functional/technical knowledge; managed Global communications providing necessary dates, announcements and guidance for new operating model

Designed industry standardized Universal Instrument Record (UIR) Data Model using Hadoop to align with downstream requirements for Risk, Regulatory (Including CECL), Profitability and Internal Management Reporting; Fit-For-Purpose of 50+ Source Systems and 30+ Critical Reports, Enabled better insights for strategic decisioning by executive leadership for product profitability, customer acquisition and attrition and data deficienciesSupported Sales and Pursuits efforts across the financial services sector, providing invaluable expertise on large-scale implementation efforts for cloud, on-prem and advanced AI/ML technologies across multiple delivery methodologies including Agile, Hybrid-Agile and waterfall within DataOps and DevOps FrameworksDeveloped and delivered functional banking product training to internal and external audiences to bridge knowledge gapsCreated strategic issue management frameworks to streamline intake, management, remediation, testing and closure of large-scale enterprise wide data issues

Designed custom data solutions for bank specific scenarios to support data provisioning into the OFSAA FSDF Data ModelWorked as product manager for multiple project teams, leading data sourcing activities of a global team of 50+ practitioners for over $1T in assets and liabilities to include consumer lending, credit, commercial lending and securities and derivatives; managed agile teams ensuring collaboration between LOB’s, SME’s and technology partnersBuilt and presented functional-to-technical data dictionaries for regulatory reports to ensure OFSAA Data Model fully supported all reporting nuances as needed by the FRB, FFIEC, SEC, Etc.

Top 5 Investment BankWorked with the PPNR modeling team and the business/data quality as an intermediary, discussing data anomalies, determining if the historical data was representative of the businessAssisted PPNR modeling team with decisions on which models to use as champion models based on business intuition and projection outlook for baseline, adverse and severe scenariosAdvised PPNR modeling team on which risk drivers to use in models; determined by how representative the risk drivers were to the business lineCreated CCAR modeling documentation for submission for multiple business linesTop 3 Canadian BankEvaluated Risk-ID packets ensuring proper compliance with CCAR guidelinesValidated models and that macroeconomic risk were viable to the bank and respective business lines Conducted an internal audit within CCAR/DFAST; running through testing, presenting findings and writing walkthrough narratives Leading Cancer Research Hospital Created SQL tool in PeopleSoft Query Manager for GL-KK-PC reconciliation process for grants and contracts modules; wrote user training guide for new toolPerformed three-way reconciliations for monthly close process Wrote functional/technical specifications documents for new code implementation in PeopleSoftTop Investment and Funds Management FirmImplemented a charitable giving system for a financial services firm with $1T in assets Researched and recommended a new asset management/CRM software suite; reducing the number of systems across the firmDixon Hughes GoodmanBrought in two clients into the firm with $80,000+ in potential revenue

Analyzed balances within the general ledger accounts to perform account maintenance and reconciliations for month-end close process Reconciled all pooled accounts to ensure all legal pooled entities accounts were set up correctly in SAP for roll-ups Increased cost center efficiency with the expense operations team and ensured all cost centers were in compliance Audited all open item managed accounts to determine which accounts were being effectively managed Evaluated manual loss journal entries to create materiality and reporting thresholds for topsides regarding IBNR

I was in charge of generating my own leads and getting clientele, assisting in creating well-balanced portfolios considering short-term, mid-term, and long-term investment planning. With each client I assisted in strategic tax advantageous planning. I also helped to generate wealth accumulation and estate distribution plans for my clients. I helped my clients in choosing certain investment vehicles to help with retirement planning and college planning.

As a field sales manager my main duties were to drive office sales, develop new sales representatives using a holistic approach, and personally selling Cutco. I was in charge of driving and managing office sales which over 3 years totaled more than $200,000. I maintained relationships with previous clients to generate repeat sales as well as utilize the relationships to generate leads. As part of the holistic training approach taken to develop new sales representatives, I trained representatives in the field by taking the new sales representatives to client demonstrations, teaching proper rapport building, sales, and closing techniques. I also assisted in the recruiting of potential sales representatives, actively recruiting more than 300 well qualified candidates to fill positions within our sales team. As for personal sales, I was able to sale $42,000 worth of Cutco Cutlery.