• Collaborate with business stakeholders and technology leads to create new applications and enhance existing applications to support Tier 1 Support and Customer Service representatives.• Responsible for the alignment of scope and the communication of program priorities to development teams and business stakeholders. Utilize Azure DevOps for the delivery of features.• Released a new Microsoft Dynamics 365 support application for Tier 1 Support to triage customer cases. (2023)• Delivered a feature for field service technicians to set up appointments with customers andcommunicate any updates to Tier 1 Support. (2023 -2024)• Launched a support portal for customers to track product registrations, access product information, submit support tickets directly to Tier 1 Supportand access help center documentation. (2024)

• Managed a team of Product Analysts that supports and executes the delivery of business and technology initiatives for Application Programming Interfaces (APIs) and Cloud-based microservices, writing and approving the acceptance criteria foruser stories. Utilize Jira to manage the product team’s backlog and to prioritize features.• Lead the collaboration of business stakeholders, technology managers and customer representatives to ensure the alignment of the scope of work and theproduct’s priorities.• Increased the external lender adoption rate for two of our API products by delivering a new business offering, which allows lenders to submit borrowers’employment information more efficiently (2022).• Delivered an enhancement to an existing offering that facilitates lender submission of borrower’s pay stub and W2 information (2022-2023).

• Led a team of Change Managers supporting daily operations of 6 product teams and 8 systems teams developing and delivering new products and enhancements driven by external customers.• Ensured product changes were effectively communicated to Operations Production Support, Data Governance, Reporting and Risk Management.• Established monitoring and reporting requirements. Utilized Tableau and Splunk to establish monitoring and reporting dashboards to assist OperationsProduction Support partners.• Launched and implemented a fully automated change governance process usingMicrosoft Power BI.• Instrumental in the reorganization of the Single Family Operations Department,which expanded functions and integrated new teams into the department. Created new procedures and instituted new communication procedures.

• Supported project managers with status updates, budget reports and checkpoint preparation.• Composed the department’s survey results in Microsoft Excel and PowerPoint (using v-lookups, pivot tables, heat maps, etc.)• Prepared the department’s bi-weekly exceptions and governance metrics.• Prepared and distributed the department’s weekly newsletter.• Responsible for preparing the monthly PowerPoint deck for the department’s lessons learned conference call.

• Team leader for all data maintenance operations within the Baltimore office.• Responsible for the oversight of outsourced data maintenance functions.• Communicated by with client service representatives (CSR) to ensure clients are provided access to Morgan Stanley’s client portals.• Respond to client inquiries for reporting maintenance issues, trade breaks and account set up.• Responsible for the monthly reporting and distribution of account statements and correspondence returned to Morgan Stanley for all accounts within prime brokerage.

• Reviewed and analyzed equity, fixed income and derivative account transactions for potential market manipulation and insider trading.• Managed the covenant compliance financial statement review for 2,500 accounts in Europe, Middle East and South Africa. • Provided oversight for trade spreadsheets, account set-up and the account management for multiple investment firms.• Updated and maintained associate external investment account data; implemented ways to mitigate the risk involved with associate ownership of external investment accounts.• Recommended ways to reduce and control risk involving the trading of individual securities in associate’s investment accounts.• Decreased external outstanding accounts by 30% within two months of process ownership, maintained the lowest regional outstanding account ownership for two consecutive quarters, and implemented new processes to archive documentation.

• Managed the oversight of 80 Commingled and Private Equity funds entailing preparation of financial statements, vendor oversight, and budget analysis.• Assisted in the nightly pricing and fair value proposals for all commingled funds. Representative at the Pricing Direct Inc. 2010 conference. • Assisted in new fund launches and closures, in-kind subscriptions and redemptions, preparation of audit requests, and Ad-hoc reporting.• Provided fund surveillance analysis to ensure conformance with regulatory requirements and prevent market timing/frequent trading.• Monitored regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.• Sustained above a 90% timeliness record for all daily and monthly deliverables, and was involved in the training of colleagues in India to export functions and processes.

• Interacted with Account Administrators and Quality Assurance Associates to ensure the timeliness and accuracy of transactions for plan participants; while managing the assets and accounts of specific clients• Involved in specific events that led to the restructuring of the vesting schedule for clients. • Analyzed documentation to ensure that it was in compliance with ERISA and plan regulations.• Maintained an accuracy record within the top 2% of associates for all reporting measures.• Appointed as a reversion subject matter expert and became a project lead to correct approximately 200 client accounts.