•Spearheads a dynamic team of Data Analysts focused on optimizing Personal Investor Sales outcomes, insights, and KPIs, leveraging advanced tools such as Tableau, Python, SageMaker, Athena, Hive, Presto, and Excel for comprehensive data analytics and visualization• Strategically prioritizes initiatives to significantly enhance business value, exemplified by elevating product stability from 65% of SLA in 2023 to an impressive 85% in 2024, alongside achieving 94% product availability, culminating in a 5-year product portfolio NPV of $9.6 million•Drives the development and execution of strategic roadmaps and initiatives aimed at enriching data insights and strengthening analytics pipelines. Delivered over 40 new dashboards, reports, and analyses in 2023, delivering vital business metrics and insights that foster heightened sales effectiveness and results•Orchestrates the stabilization and automation of data pipeline operations through the integration of tools like AWS, Tableau Cloud optimization, Python, and cutting-edge technologies, resulting in reduced manual effort and risk, and increased team efficiency•Demonstrates exceptional communication skills in liaising with business partners, ensuring clarity on priorities, development updates, issue resolution, and strategic initiatives through the utilization of roadmaps and proactive stakeholder engagement•Champions the professional growth of team members, providing coaching in soft skills, technical training, advocacy for certifications, and continuous professional development in emerging technologies such as Tableau Pulse and Dremio•Maximizes work management efficiency and artifact storage utilizing JIRA and Confluence, optimizing team effectiveness through Agile practices, ceremonies, and comprehensive reporting tools•Serves as a trusted advisor to business partners, offering informed guidance by deeply understanding business problems, interpreting data insights, and maximizing the utility of analytics

• Managed a team of Product Owners (POs) focused on optimizing, prioritizing, and enhancing their respective products and workflows within Vanguard’s Investment Operations (IOps) organization• Implemented the IOps Product Owner Community of Practice to increase engagement and knowledge sharing between products and product families. Developed and shared Agile and PO resources to maximize PO effectiveness• Drove product and organizational visions for product alignment, future state organizational structure, and value • Reduced $500k in project costs for the U.S. and United Kingdom Separately Managed Account (SMA) line of business by pivoting from a system retirement project to facilitating the offboarding of the SMA business • Led a Business Design Methodology (BDM) initiative that investigated and proposed enhancements optimizing people, process, and technology for the Liquidity Management process for end-to-end workflows• Piloted and am rolling Durable Product Team (DPT) structure and methodology within the Investment Operations organization for better strategic decision-making, prioritization, faster deployment, and enhanced engagement• Developed product performance indicators and metrics for product teams using data visualization and analytics tools• Influenced Investment Operations senior leaders to realign POs from a centralized management structure to one aligned with functional teams for improved business outcome realization and prioritization• Guided the yearly funding proposal process for the Liquidity Management products using metrics and business value to successfully obtain necessary resources to meet strategic outcomes and business objectives• Constructed the Product Center of Excellence for Investment Operations to provide better oversight, strategy, and visibility into the health and value generation for the IOps product teams

• Led initiative reducing $20mm in capital charges and $15bn in Credit Default Swap (CDS) exposure using data analysis• Managed and mentored the Credit Derivative Middle Office team consisting of 11 analysts supporting the credit trading and sales desks• Represented the firm as the spokesperson in industry related forums pertaining to International Swap and Derivative Association (ISDA), Depository Trust and Clearing Corporation (DTCC), and the Intercontinental Exchange (ICE)• Applied functional efficiencies and identified opportunities to reduce operational and capital costs enabling new revenue initiatives using data analytics• Mapped process flows to identify bottlenecks, controls, and discipline gaps while utilizing findings to prioritize technology enhancements and projects• Implemented industry mandate and best practices by moving trade CDS confirmation and settlement flows to new Blockchain and Distributed Ledger technologies• Implemented a team restructure maximizing functional and operational synergies to provide better service to both internal stakeholders and external clients • Developed client relationship strategies to increase responsiveness, timeliness, and quality of client communications

• Coordinated the roll-out of new credit derivative products, processes, and risk controls• Collaborated with trading, strategy, and technology divisions to effectively manage trade inventory and exposure• Developed and tested controls for federal regulatory reporting mandates including RegW and IOSCO Margin Rules• Created and conducted training for new hires and intra-team knowledge sharing

• Managed requests regarding trade settlement, margining, trade confirmation, and inventory management• Reviewed, processed, and advised on inventory management via mass position collapses, novations, and clearing exercises• Developed relationships with clients to achieve client service and operational excellence• Delivered comprehensive solutions for complex client requests and situations

• Managed foreign exchange settlement instructions and ensured successful trade settlement • Resolved trader and wealth manager inquiries regarding trade status, trade amendments, trading procedures, trading platforms, settlement, and account origination • Enhanced process flows using limited resources to optimize operational efficiency and client service• Reconciled and netted foreign exchange (FX) spot, forward, and swap positions with counterparties • Investigated and resolved ad hoc trading and settlement breaks and discrepancies• Monitored, reviewed, and filed federal regulatory reporting of FX swap and forward transactions• Performed in-depth analysis of large populations of trade, account, and historical data • Supported the migration of over 800 accounts and 1,500 client positions from the institutional to the retail platform • Audited and reconciled in-house trading, foreign bond settlement, international equity, and client accounts

• Tracked, reviewed, and documented over 2,200 international credit and interest rate derivative trades • Supported extensive oversight of derivative trades and reporting improving accuracy for over 9,000 aged positions • Developed reporting for derivative data for management’s use in reconciling and remediating trade discrepancies• Liaised and reported to senior management across the firm to develop resources for training new hires• Held an interactive forum for senior management to demonstrate and raise awareness of competency development resources available and gave recommendations for how to improve the development process