Global Wealth T+1 Trade Settlement Program• Led a global delivery team across NAM, EMEA, and APAC, managing multiple client engagements and coordinating across various organizational departments• Conducted comprehensive T+1 readiness assessments, including stakeholder interviews, product identification across business lines, and documentation of front-end trade flows to pinpoint system and process gaps• Developed communication strategies, governance frameworks, and global training program while collaborating with diverse business units including marketing, HR, risk, and complianceTier 1 Global Financial Institution - Post-merger integration• Led high-profile business initiatives across multiple verticals, focusing on Wealth Management integration and firmwide Operating Model redesign, including client servicing model transformation and pilot program developmentPublication: “Customer 360 Through Generative AI,” WealthManagement.com, August 2024.

Advised start-up founders and business leaders on addressing strategic and operational challenges. • Created inventory control model and reporting framework, business use case, marketing pitch, and structured financing for the launch of a bakery and café.• Redefined value matrix and prepared go-to market strategy for a client in the industrials space using digital analytics to increase workplace safety, reduce incident reporting, and achieve cost savings on business liability insurance. • Provided beta testing for a financial education app improving concept clarity for target audience and increasing average session per user.Subject matter expert on leveraging technology and analytics to enhance UX in the banking industry.• Meet the Boss, “The Evolution of Client Engagement in Wealth Management.”• The Ortus Club, “Reimagining the Business Experience of Banking and Wealth Management.”• Participant, Women’s World Banking 2021 Fintech Innovation Challenge.

Front line regulatory oversight of broker-dealer and registered investment advisor activities reporting to the Regional Supervisory Principal.

Utilized a consultative sales approach to provide holistic wealth, estate, and tax planning services.• Actively managed 600+ client relationships with $568MM AUM.• Exceeded performance metrics with goal that tripled by year four. • Coached and mentored junior advisors. Developed and delivered presentations on best practices and complex case solution calls.• Member of TIAA Women’s UpLift, Achieve Business Resource Group, and Mentor/Mentee program.

Responsible for overall growth and profitability of the wealth practice.

Advised international bank on improving operational efficiencies and streamlining Private Bank product portfolio. Responsible for project management life cycle, team management, and engagement delivery. • Benchmarked solution set versus key competitors resulting in a 57% reduction to the product suite and a 30% cost savings to marketing and servicing. • Optimized middle and back-office loan processing and credit standards to meet regulatory risk and compliance protocols.

Provided wealth management services to executives and middle market business owners. Analyzed, structured, negotiated, and managed complex private lending deals with clients, underwriters, and regional credit officers. • Managed a $350MM book of business generating $3.2MM annual revenue via designing strategic financial solutions (i.e. liquidity management, cross border financing, art-secured and aircraft financing, etc.). • Designed system to better track investment referrals, credit and depository sales, net interest income, and fee income, resulting in operational efficiencies. • Designed and implemented loan reporting processes that streamlined the preparation of quarterly and year-end employee reviews, as well as, reduced calculation and system reporting errors. • Conducted annual credit and investment portfolio reviews; responsible for investment objective setting, client risk profiling and suitability. • Identified, assessed, and implemented risk management and compliance (AML-KYC, Dodd-Frank, CCAR, Basel III); monitored credit investments, counterparties, and macro environment for systematic risk. • 2010 Special Assignment - Assisted the Midwest credit division with their annual business review. • Member, JPMorgan Chase Good Works and Member, JPMorgan Chase Women’s Interactive Network (WIN)

Advised on design, implementation and ongoing maintenance of depository, investment, credit, wealth transfer and estate minimization, and overall financial management strategies. Worked with regional and market leadership to drive business development and revenue growth of loan portfolio. • Achieved 10% growth in construction-to-permanent financing. • Increased revenue by 14%. • Served as the designated Private Banker to the Commercial Bank’s Business Owner division.

Marketed, cultivated, and managed full-service banking relationships with high-net-worth individuals. Originated, underwrote, and approved retail and small business loans. Developed and delivered comprehensive financial plans. Integrated relationship management cross selling across financial disciplines to mortgage, insurance, investments, capital markets, employee benefits, personal and institutional trust, business and commercial banking. • Promoted from Junior Banker to Banking Officer within one year. • Received Sterling Performance Award, 2003 and 2004.

Developed client base through aggressive prospecting campaign. Built portfolios that included stocks, bonds, options, and insurance products for approximately 400 clients. Qualified investors and conducted stock analysis and research. Established and maintained small business retirement plans, endowments and trusts.