Tier 1 Global Investment Bank (October 2018 - Present)• Senior Analyst on a global Anti-Financial Crimes program to enhance the bank’s Anti-Money Laundering program• Represented the KYC function in senior management discussions and key stakeholder meetings across the business• Implemented comprehensive global KYC procedures to ensure all customers are subject to adequate identification, risk rating, and monitoring measuresU.S. based Commercial Bank (August 2018 - October 2018)• Strategy Consultant on a growth strategy project for a U.S. based commercial bank focusing on creating a business and technology strategy to grow the Private Banking and Wealth Management practice• Performed in-depth analysis (e.g., market sizing, competitive landscape mapping, channel assessment, customer segmentation, financial performance) using multiple quantitative and qualitative methods to generate business insights• Worked directly with senior management and key stakeholders, including COO, CFO, and Managing Directors to create strategy recommendations to grow Private Banking practice to ~25% of total revenue within 5 yearsTier 1 Global Investment Bank (January 2018 - August 2018)• Project Manager for a Retail Banking and Wealth Management (RBWM) project to launch a mobile banking application for credit card customers• Responsible for setting the vision, strategy, and roadmap to deliver best in class customer experiences• Partnered with technology and strategy teams to identify, prioritize and implement business requirements to evolve product roadmap• Lead product development activities in close partnership with digital and customer experience teams to deliver a best-in-class solution• Analyzed product and customer behaviors and market trends to identify opportunities for product enhancements• Championed digital capabilities, educating global stakeholders on both internal and external capabilities and the benefits available to the customer

Tier 1 Global Investment Bank • Integral member of the Financial Crime Risk (FCR) Project Management team on a global Anti-Money Laundering (AML) and U.S. Economic Sanctions project for a leading multinational bank. The program focuses on addressing deficiencies identified in an Office of the Comptroller of the Currency (OCC) supervisory letter that placed sanctions on the bank.• Supported the establishment of policy and procedures to ensure compliance with OFAC/Sanctions investigation and reporting requirements for all business units• Ensured regulatory adherence to various sanctions programs and work with the lines of business to identify control gaps and/or remediation• Drove the execution of large, global projects across work streams and teams and proactively managed project risks• Partnered with U.S. Head of AML, U.S. Head of Sanctions, Financial Crime Threat Mitigation, Anti-Bribery and Corruption, and Investigations teams to develop and drive bank’s overall AML and Sanctions policies

• Provided portfolio support, fund accounting, tax, investor, corporate secretarial, and compliance services for U.S. and offshore hedge fund clients• Acquired business requirements from business users and subject matter experts, defined and documented requirements, wrote functional specifications, and performed business process design in conjunction with operations teams• Responsible for new fund launch, analysis and conversions of new/existing funds on the AIS platform and business support of on-going transactions• Served as liaison between the internal/external business community and the IT organization in order to provide technical solutions to meet client needs • Led requirements validation and traceability analysis, managed scope and requirements throughout the project lifecycle• Spearheaded development of common standards and tools as well as quality assurance testing and support of user acceptance training

• First point of contact for Portfolio Managers, Sector Analysts, Wealth Managers, Research Associates, Investment Bankers, marketing and compliance departments • Supported investment strategies and developed innovative ways to streamline financial research and analysis• Combined finance and technology to build and support custom financial data processes for over 200 clients, including daily holdings files, international fundamental data feeds, and compliance publications• Project management and strategy development for client proposals• Led interdepartmental initiatives with engineering, product development, and sales to deliver timely results for clients • Supported clients through a wide range of advanced research analytics tools for in depth equity, economic, market, portfolio, quant and risk, fixed income, and research management analysis