We help companies create the future with game changing talent. Our boutique search firm delivers top talent coast to coast in engineering/technology, human resources, and finance/controls. Our founders have spent years elevating the talent strategies and executive search capabilities of some of the most dynamic employers in the world, including JPMorgan Chase, Goldman Sachs, and Facebook. You need the best talent to build the best company. Oak3 is here for you.

▪ Oversee all Talent Acquisition and People Operations processes, reporting to the Co-Founder and CEO of the business as part of the overall Leadership Team▪ Manage all end-to-end recruitment, resulting in 200% company growth within one year, including expanding engineering team within 6 months by 200%▪ Enhance collaborative, high touch, business process and associated cross functional expectations resulting in greater efficiencies and consistency relative to requisition creation, interviewing, offer development and extension▪ Develop an overall strategy in conjunction with Leadership Team to enhance our pre-boarding, onboarding and assimilation processes▪ Establish and oversee the first companywide EOY performance and compensation review cycle; establish parameters including rating guidelines and assessment questions as well as organize and manage calibration sessions with Leadership Team and all People Managers in order to mitigate bias▪ Conduct quarterly employee opinion surveys and disseminate key findings from data to Leadership Team▪ Coach managers through handling performance issues on their teams including developing performance improvement plans and terminations

▪ Promoted to Global Talent Acquisition Manager for the Office of the CFO (OCFO) in October 2020, managing all lines of business, including Asset & Wealth Management, Commercial Bank, Consumer & Community Bank and Corporate & Investment Bank, Corporate Sector Finance, as well as additional areas of OCFO: Chief Investment Office/Treasury, Chief Administrative Office (Global Supplier Services, Global Real Estate, and Global Security), and Firm wide Control Management; roles supported include Financial Analysis, Controller, Business Management, Data and Analytics, and Quantitative Modeling▪ Manages a team of 21, including 4 managers, overseeing all experienced hiring as well as managing end to end recruitment for Managing Director and Executive Director level searches ▪ Creates and presents global recruitment updates to JPMorgan Chase & Co. CFO and OCFO Leadership Team, highlighting key metrics, including diversity, hiring trends, and actionable insight to shape recruitment strategy▪ Implements cross-functional talent strategy working groups focused on designing best-in-class solutions for recruiting, engaging, and retaining top talent with an emphasis on diversity and inclusion ▪ Establish “Interviewing for Results,” a virtual training program for the business, which outlines optimal hiring practices, including building effective, diverse interview slates and screening across multiple dimensions; training is part of each OCFO line of business’ priorities for 2021 and has expanded to other areas of Talent Acquisition ▪ At time of unexpected high volume, transform recruiting process across 900+ open roles in North America to streamline activity, engage business and HR effectively, and maintain positive candidate experience in order to quickly and effectively fill open roles

▪ North America Recruiting Manager for four of the five lines of business within the Global Finance & Business Management Team: Asset & Wealth Management, Consumer and Community Bank, Corporate & Investment Bank, and Commercial Bank▪ Managed a team of 8 full-time recruiters while maintaining responsibility for hiring, training, coaching, mentoring, and completing all performance management reviews▪ Partnered with HR to understand needs of the business and implement best practices, including a more efficient requisition approval process, enhancements to internal mobility pipeline, and structure around recruiting and interviewing procedures▪ Created quarterly scorecards with key recruiting updates to present to CFOs and their direct management teams▪ Represented North America Recruiting as the SME in the implementation of the new Oracle Cloud HCM product; conducted demos for all of North America Recruiting, hosted information sessions across North America, EMEA and Latin America▪ Established global referral program for Global Finance & Business Management organization, including developing business case for senior management, establishing referral award amounts, and training global recruiting population▪ Established new and efficient way to better hire at more junior levels by creating “Pop Up” super day interviews, targeting analyst and associate candidates with diverse backgrounds for roles open across all five lines of business▪ Built strategic relationships with clients across businesses demonstrating advanced knowledge and subject matter expertise within recruitment, and viewed as a trusted advisor▪ Managed full life cycle recruiting for roles from Analyst to Managing Director level, ensuring a best in class candidate experience▪ Previously managed 5 sourcers, including Diversity, and developed KPIs to better understand process, production, and establish ability to measure team fairly with appropriate goals put forth in the beginning of the year

▪ Manage full life cycle recruiting for all areas of Corporate, Investment Bank (CIB) (including Quantitative Research) and Consumer Bank (CCB) Risk for roles ranging from interns to MD▪ Build strategic relationships with clients across businesses demonstrating advanced knowledge and subject matter expertise within recruitment, and viewed as a trusted advisor▪ Created, developed and managed the CCB PhD Recruiting Program across all Quantitative Analytic functions across the LOB, hiring a total of 30 full time new PhDs and 6 PhD level interns

▪ Identify and cold call viable candidates from various sources including directories, contact lists, internal database, leads, LinkedIn, and personal networking▪ Interview each candidate to assess qualifications ▪ Direct and guide the hiring process with each candidate from first point of contact to acceptance of offer▪ Assist candidates with interview preparation and gather appropriate feedback to provide further guidance▪ Place qualified applicants for open positions and negotiate contract terms