Supported Americas Equity & Debt Capital Markets as well as the broader Global Capital Markets Team. Key areas of focus included business strategy and planning, senior management presentations, business and banker performance measurement, competitor benchmarking through volume and proprietary fee-based market share and trend analysis, client information systems development/enhancements and business initiatives

Two year leadership development program within the CFO space. One year rotations included (1) Global Loans & Special Situations Finance and (2) Futures, Options, & OTC Clearing Finance.

-Researched private equity partnerships, analyzing quarterly and annual financial statements to deliver clients metrics such as cash flows and valuation positions -Evaluated funds’ portfolio risk by industry and geography, allowing insight into exposure and diversification for clients

-Streamlined a new, automated data metrics process and presented weekly yield results as part of an 8 person project team. Results were a 17% increase in yield and a 10%, $4.3M annual cost reduction-Developed an inventory target plan for low volume items using statistical analysis, ensuring a 99.7% in-stock rate